A DOCTRINAL JUSTIFICATION OF THE INSTITUTION OF COMPULSORY SHARE IN MODERN LEGISLATURE

Novak Krstić

DOI Number
https://doi.org/10.22190/TEME200207092K
First page
Last page

Abstract


In terms of content, compulsory share is the most efficient and effective testation restriction. In the European Continental legal systems, this institution allows a testator’s family members to inherit a legally defined portion of the inheritance against the testator’s will. In modern legal theory and practice, the question is increasingly raised regarding the justifiability of guaranteeing the compulsory share. Views advocating a comprehensive restriction, even an outright abolition, of this institution are gaining prominence, arguing as they are for each individual to thus be able to fully exercise their property rights as they see fit. Although this has been the subject of fierce debate in legal circles recently, one must bear in mind that the compulsory share is a very important inheritance law institution with multiple functions and that it should not be called into question in Europe. Therefore, the present author outlines the classical theories justifying the existence of the institution of compulsory share, analyses their basic tenets and ideas, and goes on to put forward his observations regarding which arguments can be used to defend regulating compulsory inheritance in modern legal systems.

 

Keywords:      compulsory share, testator, will, theories of compulsory share justifiability.


Keywords

compulsory share, testator, will, theories of compulsory share justifiability

Full Text:

PDF

References


Antić, O. (2009). Nasledno pravo Succession Law. Beograd, Službeni glasnik.

Antić, O. (1983). Sloboda zaveštanja i nužni deo Freedom of Testation and Compulsory Portion (doktorska disertacija) PhD Dissertation. Beograd.

Batbie, M. A. (1866). Révision du Code Napoléon. Correspondant (liv. du 25 Janvier 1866).

Blagojević, B. (1969). Nasledno pravo SFRJ Succession Law of SFRY. Beograd, Zavod za izdavanje udžbenika.

Boissonade, G. (1873). Histoire de la réserve héréditaire et de son influence morale et économique. Paris, Guillaumin.

Cámara Lapuente, S. (2011). Freedom of Testation, Legal Inheritance Rights and Public Order under Spanish Law. In Anderson, M., & Arroyo i Amayuelas, E. (Eds.), The Law of Succession: Testamentary Freedom, European Perspectives (pp. 269-305). Europa Law Publishing.

Csehi, Z. (2011). The Law of Succession in Hungary. In Anderson, M., & Arroyo i Amayuelas, E. (Eds.), The Law of Succession: Testamentary Freedom, European Perspectives (pp. 167-190). Europa Law Publishing.

Delgado Echeverría, J. (2006), Una propuesta de politica legislativa en derecho de sucesiones por causa de muerte. In Derecho de sucesiones: presente y futuro: XI [i.e. XII] Jornadas de la Asociación de Profesores de Derecho Civil, Santander, 9 a 11 de febrero de 2006 (pp.13-172).

Dossetti, M. (2009). Concetto e fundamento della successione necesaria. In Bonilini G. (Ed.), Tratatto di diritto delle successioni e donazioni, III, La Successione legitima (pp. 5-43). Milano.

Foqué, R., & Verbeke, A. (2009). Conclusions  Towards an Open and Flexible Imperative Inheritance Law. In Castelein, C., Foqué, R., & Verbeke, A. (Eds.), Imperative inheritance law in a Late-Modern Society: Five perspectives (pp. 203-221). Antwerp | Oxford | Portland.

Hillner, J. (2003). Domus, Family, and Inheritance: The Senatorial Family House in Late Antique Rome. The Journal of Roman Studies, 93, 129-145.

Hirsch, A. (2011). Freedom of Testation/Freedom of Contract. Minnesota Law Review, 95(6), 2180-2253.

Kelly, D. B. (2013). Restricting Testamentary Freedom: Ex Ante Versus Ex Post Justifications. Scholarly Works, Notre Dame Law School, 82, 1125-1185. Paper 950.

Kipp, T., & Coing, H. (1990). Erbrecht  Ein Lehrbuch. Tübingen.

Konstantinović, M. (1947). Opšte napomene uz Teze za predprojekt Zakona o nasleđivanju General Notes with Theses to a Pre-law of Law of Succession Act. Arhiv za pravne i društvene nauke Archive for Legal and Social Sciences, 3, 334-347.

Krstić, N. (2012). O priračunavanju poklona u obračunsku vrednost zaostavštine Including Gifts in the Assessed Value of the Succession Estate. Zbornik radova Pravnog fakulteta u Nišu Collection of Papers Faculty of Law, Niš, 62, 427-444.

Lair, J. (1865). De la liberté de tester. Mémoire, Acad. Toulouse, 14.

Lamarca i Marquès, A. (2014). We Are Not Born Alone and We Do Not Die Alone: Protecting Intergenerational Solidarity and Refraining Cain-ism Through Forced Heirship. Oňati Socio-legal Series, 4 (2), 264-282.

Langbein, J. H. (1975). Substantial Compliance with the Wills Act. Harvard Law Review, 88, 3, 489-531.

Marković, B. (1955). Zakon o nasleđivanju – sa objašnjenjima i napomenama Law of Succession Act  with explanations and notes. Beograd.

Marković, S. (1981). Nasledno pravo Succession Law. Beograd, Službeni list SFRJ.

Pantelić, D. (1937). Osnov zakonoga dela u pravnoj filozofiji The Ground of Compulsory Portion in Legal Philosophy. Arhiv za pravne i društvene nauke Archive for Legal and Social Sciences, 4, 337-350.

Parra, Á. (2009). Legítimas, libertad de testar y transmisión de un patrimonio. Anuario da Facultade de Dereito da Universidade da Coruña, 13, 481-554.

Pintens, W. (2011). Need and Opportunity of Convergence in European Succession Laws. In Anderson, M., & Arroyo i Amayuelas, E. (Eds.), The Law of Succession: Testamentary Freedom, European Perspectives (pp. 3-23). Europa Law Publishing.

Pintens, W. (2003). Europäisierung des Familien  und Erbrechts Teil II. FamRZ, 7, 417-425.

Schöpflin, M. (2006). Economic Aspects of the Right to a Compulsory Portion in the (French and German) Law of Succession. German Working Papers in Law and Economics, 34, 1-11.

Softić Kadenić, D. (2011). Novo nasljedno pravo u entitetima Bosne i Hercegovine de lege lata i de lege ferenda New Succession Law in the Bosnia and Herzegovina Entities de lege lata and de lege ferenda. Nova pravna revija New Legal Review, 2(3), 36-44.

Sonnekus, J.C. (2005). The New Dutch Code on Succession as Evaluated Through the Eyes of a Hybrid Legal System. Zeitschrift für Europäisches Privatrecht, 71-87.

Stojanović, N. (2011). Nasledno pravo Succession Law. Niš, Pravni fakultet u Nišu, Centar za publikacije.

Šinkovec, J., & Tratar, B. (2005). Veliki komentar Zakona o dedovanju s sodno prakso The Big Commentary of Law of Succession Act with Judicial Practice. Ljubljana.

Vaquer Aloy, A. (2011). Freedom of Testation, Compulsory Share and Disinheritance Based on Lack of Family Relationship. In Anderson, M., & Arroyo i Amayuelas, E. (Eds.), The Law of Succession: Testamentary Freedom, European Perspectives (pp. 89-104). Europa Law Publishing.

Vujović, O. (2018). Svrha fideikomisa The Purpose of Fideicommissum. Godišnji zbornik radova, Pravni fakultet Univerziteta u Prištini sa privremenim sedištem u Kosovskoj Mitrovici Annual Colletion of Papers, Faculty of Law, University of Priština temporarily settled in Kosovska Mitrovica. Kosovska Mitrovica, 81-96.




DOI: https://doi.org/10.22190/TEME200207092K

Refbacks

  • There are currently no refbacks.


Print ISSN: 0353-7919
Online ISSN: 1820-7804