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4 Iustinianus Primus L. Rev. 1 (2013)
Effectuation and Protection of the Rights to a Forced Portion in Contemporary Serbian Law

handle is hein.journals/iusplr4 and id is 408 raw text is: 






Nataia  Stojanovie, Ph.D.'


EFFECTUATION AND PROTECTION OF THE RIGHTS TO A
                       FORCED PORTION
             IN CONTEMPORARY SERBIAN LAW2

                              Abstract

        In this paper, the author focuses on the legal mechanisms for
effectuation and  protection  of the  right to a forced  portion  in
contemporary  Serbian law. Comprehensively,  through a prism of legal
solutions, theory  and judicial practice, the  author considers  the
following:  disqualification objections, contesting a will, as causa
mortis,  by reason  of nullity or rescindability; bringing gifts and
legacies to collation for allocating the legitime and the forced portion;
modification   of  testamentary   dispositions;  objections  to   an
ungrounded   exclusion from  the heirship or to the deprivation of a
forced portion  and the settlement of a forced portion violated with
excessive testamentary dispositions and gifts. In the paper, the author
makes   an attempt  to answer  numerous  disputable  issues or those
insufficiently resolved, to 'fill in the blanks in the statutory text, and
proposes  adequate alterations and amendments   to certain individual
solutions.

        Key   words:   right to  a  forced  portion, disqualification
objections, contesting  a  will, collatio bonorum,  modification  of
testamentary  dispositions, objections to ungrounded  disinheritance,
violation of a forced portion, excessive testamentary dispositions and
lifetime gifts.


                        Introductory  Notes

        The  right to a forced portion represents the entitlement of a
legal heir, who   is particularly protected by the law, to  inherit -
irrespective of the testator's will, even against his will - a part of the
estate, if he is seeking that.
        Forced  heirs are a specially privileged category of statutory
heirs  whose  inheritance-law  entitlement directly arises from  the
imperative  provisions of the Law on  Inheritance of the Republic of
Serbia.3 That entitlement may be disputed or violated in more than one


'Full Professor at the Faculty of Law of the University of NiA, Republic of
Serbia.
2The  paper is a result of the research on the Protection of Human and
Minority Rights in the European Legal Space project (no. 179046), supported
by the Ministry of Education, Science and Technological Development of the
Republic of Serbia.
3See Article 39-60 of the Law on Inheritance of the Republic of Serbia
(Official Gazette of the Republic of Serbia (RS), no. 46/1995 and 101/2003).
Hereinafter, the following abbreviation will be used: The LIRS (orig. ZNRS).


1

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