2 A CASE STUDY ABOUT
INTESTATE SUCCESSION
The main concepts about Intestate Succession
considered in this work are following described.
Intestate Succession is a legal institute that
governs the transfer of property of a person by the
reason of his/her death without a will. In that case
there is set of rules used to determine who will
inherit the property.
In the Brazilian law, the following order is
applied: First, the descendants (children,
grandchildren, and so on) concurring with the
spouse; in the absence of descendants, the
ascendants (father, mother, grandfather,
grandmother, etc.) also concurring with the spouse;
if there aren’t ascendants, the spouse and finally, in
the absence of a spouse, the properties are
transmitted to the collaterals (article 1829 of
Brazilian Civil Code).
The concurrency of the spouse with descendants
or ascendants depends on the matrimonial regime.
Matrimonial regime, are systems of property
ownership between spouses providing for the
creation or absence of a marital estate, and if
created, what properties are included in that estate,
how and by whom it is managed, and how it will be
divided and inherited at the end of the marriage,
which can be of four types: Universal Community
Regime, Limited Community Regime, Accrual
Regime and Separation of Property.
The Universal Community Regime is the union
of all pre-marital and marital property of a couple,
and when sharing, the surviving spouse does not
compete for the inheritance, since half (moiety) of
all properties belong to him/her. For example,
consider that the late “John” left properties valued at
R$ 100,000. Half of this amount belongs to “Mary”,
his alive wife, and the remaining money will be
divided among the other heirs.
In Limited Community Regime, the surviving
spouse owns half of the marital properties and still
competes for the inheritance of pre-marital
properties with the descendants. For example, the
late “Peter” left pre-marital properties equivalent to
R$ 200,000 and a patrimony made with “Louise”
valued at R$ 100,000. The spouse already owns half
of the marital properties and will also compete with
the descendants for pre-marital properties.
In the present case study only these two regimes
will be considered.
2.1 An Overview of the GAODT
Technique
Figure 1 illustrates the GAODT process along with
its four activities: “Selection of Goals and Facts”,
“Representation of Predicates in FOL”,
“Specification of Axioms in FOL” and
“Specification/Extension of the Application
Ontology”.
The developer of the application ontology and
the domain expert participate in the execution of the
activities. The developer is the knowledge engineer
responsible for building the application ontology.
The domain expert is someone who has expertise in
an area of knowledge.
The technique takes as input a list of all the goals
and facts of the system provided by the domain
expert. The goals are the requirements that the KBS
has to achieve, for instance, “Calculate the
inheritance of a person” and the facts are general
statements like “A person might have descendants”.
In the activity “Selection of Goals and Facts”, the
developer, in consensus with the domain expert,
selects the most representative goals and facts to be
used as input of next activity. In the activity
“Representation of Predicates in FOL”, the
developer translates the goals and facts in natural
language to predicates in FOL.
The activity “Specification of Axioms in FOL”
takes as input the predicates specified in the
previous activity and specifies in FOL the rules
needed to achieve the goals of the system. This
activity is iterative, that is, a goal predicate may
require the achievement of other subgoals. For
example, to satisfy the goal “Determine the
ascendants of a person”, other subgoals should be
achieved, such as “Determine the genitor of a
person”. All the process is iteratively executed until
all the goals have been decomposed and expressed
as simple facts. Finally, the activity
“Specification/Extension of the Application
Ontology” uses axioms generated on the previous
activity and extracts from them the necessary
elements to compose the application ontology. The
created application ontology can be extended by
performing a semantic search in a repository of
application ontologies. In the next subsections
GAODT activities are explained in further detail.
2.2 Selection of Goals and Facts
This activity takes as input a list of all the goals and
facts of the system, provided by the domain expert.
From this list, the developer and the specialist sets
KEOD2012-InternationalConferenceonKnowledgeEngineeringandOntologyDevelopment
116