Specific Bequest as a New Polish Law Institution Cover Image

Zapis windykacyjny jako nowa instytucja w polskim prawie spadkowym
Specific Bequest as a New Polish Law Institution

Author(s): Paulina Katarzyna Chała
Subject(s): Law, Constitution, Jurisprudence, Present Times (2010 - today)
Published by: Wydawnictwo Naukowe Uniwersytetu Marii Curie-Sklodowskiej
Keywords: testament; specific bequest; inheritance; inherited estate; heir

Summary/Abstract: Since 23rd October 2011 we have had a new inheritance law institution to reckon with, which is specific bequest (legatum per vindicationem). The amendment of 18th March 2011 introduced changes to the Polish Civil Code and a few other acts. Deliberations – mainly on the changes that were introduced to the Book 4 of the Polish Civil Code entitled Inherited estate – shall be the subject of this article, so it is mainly focused on issues such as: ability to establish a specific bequest, form of its establishment and capacity to be a legatee. Legislator’s objective was, among others, to widen freedom of testing by the possibility to bequeath a specific item to the particular person in the will. This need was arising from the tendencies that practically took place before the amendment. Many testators wanted to bequeath their specific items to the particular people. They did that mainly by including simple entries in their wills and testaments, however this did not result in fulfillment of the testators’ wills. Legislator responded to that need. Since the amendment we have had two kinds of bequests to reckon with: normal and specific, that differ widely. Demonstration and explanation of those differences will also be a subject of this article.

  • Issue Year: 25/2016
  • Issue No: 2
  • Page Range: 11-24
  • Page Count: 14
  • Language: Polish