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İÇİNDEKİLER
Table of Contents
Foreword 5
List of Abbreviations 15
CHAPTER I
INTRODUCTION TO INHERITANCE LAW
I. Concept of inheritance law 17
II. Functions of inheritance law 17
III. Views influencing inheritance law regulations 18
IV. Related legislation 20
CHAPTER II
BASIC CONCEPTS OF INHERITANCE LAW
I. Deceased 23
II. Death 23
III. Estate 24
IV. Principle of universal succession 26
V. Heir 28
VI. Legatee (testamentary beneficiary) 28
VII. Testamentary dispositions 29
CHAPTER III
LEGAL (STATUTORY) HEIRS
I. Concept of legal (statutory) heir 31
II. The first parentela (descendants) 32
III. The second parentela (parental line) 33
IV. The third parentela (grandparental line) 33
V. Heirship of the adopted child 34
VI. Surviving spouse 34
VII. Heirship of the state 35
CHAPTER IV
TESTAMENTARY DISPOSITIONS
I. Concept of testamentary dispositions 37
II. Testamentary freedom 38
III. Testamentary capacity 39
CHAPTER V
TYPES OF WILLS
I. Holographic will 43
A. In general 43
B. ments 43
1. Handwriting 43
2. Testamentary purpose (animus testandi) 45
3. Date 45
4. Signature 46
C. Deposit of a holographic will 47
II. Will by public deed 47
A. In general 47
B. Will drawn up by reading and signing 48
C. Will drawn up without reading and signing 48
D. ments for witnesses 49
III. Oral will 50
A. In general 50
B. ments 50
C. Procedure 51
D. Loss of validity 53
CHAPTER VI
REVOCATION OF WILL
I. In general 55
II. Express revocation of a will 55
III. Implied revocation of a will 56
IV. Revocation of a will by destruction 58
CHAPTER VII
PRINCIPLES OF WILL INTERPRETATION
I. In general 61
II. Interpretation of the will as declared 61
III. Subjective interpretation 62
IV. Using reasons and evidence other than testamentary dispositions 63
V. Principle of favor testamenti 63
VI. Interpretation in favour of the legal heir 65
CHAPTER VIII
APPOINTING HEIRS AND BEQUEATHING LEGACY
I. Appointing heirs 67
II. Bequeathing legacy 70
A. In general 70
B. Specific bequest 71
C. General bequest 72
D. Elective bequest 72
E. Sub–bequest 73
F. Advance bequest (pre–legacy) 74
G. Annuity bequest 74
H. Procurement bequest 75
I. Bequest of usufruct 75
J. Bequest made for the transfer of the right to a claim 76
K. Bequest made to release a person from debt 77
L. Bequest of life insurance 77
CHAPTER IX
CONDITIONS AND BURDENS IN TESTAMENTARY DISPOSITIONS
I. Conditional testamentary dispositions 79
II. Testamentary burdens 81
CHAPTER X
DESIGNATION OF SUBSTITUTE (ALTERNATE) HEIR AND REMAINDERMAN
I. Designation of substitute (alternate) heir 87
II. Designation of remainderman 92
A. In general 92
B. Stages 95
CHAPTER XI
CREATION OF A FOUNDATION BY A TESTAMENTARY DISPOSITION
I. In general 101
II. Application for the registration 102
III. Acquisition of ownership of the allocated assets 102
CHAPTER XII
APPOINTING AN EXECUTOR OF A WILL
I. In general 105
II. Duties and powers of the executor of a will 106
III. Supervision of the executor of a will 108
CHAPTER XIII
CONTRACTS OF SUCCESSION
I. In general 111
II. Types of contracts of succession 112
A. Positive contract of succession–negative contract of succession 112
B. Unilateral contract of succession–bilateral contract of succession 113
C. Contract of succession with consideration–contract of succession without consideration 114
III. Capacity to make a contract of succession 115
IV. Form of the contract of succession 117
V. Termination of the contract of succession 119
A. By mutual agreement of the parties 119
B. Reservation of the right of unilateral revocation by the testator 120
C. Unilateral revocation by the testator in the case of a ground for disinheritance 120
D. Non–performance of the inter vivos obligation 121
E. Lack of testamentary capacity 121
F. Lack of form 122
G. Defects of consent 122
VI. Nullity of the contract of succession 123
A. Predeceased heirlegatee 123
B. Unworthiness to inherit 124
C. Contract of succession between divorced spouses 124
D. Fictitious contract of succession 124
VII. Dispositions contrary to the contract of succession 125
CHAPTER XIV
CONTRACTS OF RENUNCIATION OF INHERITANCE
I. Definition of the contract of renunciation of inheritance 129
II. Parties of the contract of renunciation of inheritance 130
III. Form of the contract of renunciation of inheritance 130
IV. Legal effects of the contract of renunciation of inheritance 130
A. With regard to the renouncing party 130
B. With regard to the descendants of the renouncing party 131
V. Nullity of the contract of renunciation of inheritance 132
A. If the renunciation is in favour of a specific person 132
B. If the renunciation is not in favour of a specific person 132
VI. Rights of the creditors of the estate 133
CHAPTER XV
ANNULMENT OF TESTAMENTARY DISPOSITIONS
(DECLARATION OF INVALIDITY OF TESTAMENTARY DISPOSITIONS)
I. In general 137
II. Grounds for invalidity 137
A. Lack of testamentary capacity 137
B. Defects of consent 139
1. In general 139
2. Mistake 140
3. Fraud 140
4. Duresscoercion 141
5. Unfair exploitation 143
6. Mental reservation, locandi causa and simulatio 144
C. Unlawfulness and immorality 145
D. Lack of form 146
III. Action for annulment 147
CHAPTER XVI
TESTAMENTARY FREEDOM, STATUTORY ENTITLEMENT
(RESERVED SHARE) AND DISPOSABLE PART OF THE ESTATE
I. Testamentary freedom 151
II. Statutory entitlement (reserved share) 152
III. Disposable part of the estate 160
IV. Calculation of the disposable part 161
CHAPTER XVII
DISINHERITANCE
I. In general 165
II. Punitive disinheritance 165
A. In general 165
B. Grounds for punitive disinheritance 166
1. If the heir has committed a serious crime against the testatora person close to the testator 166
2. If the heir has seriously breached hisher obligations under family law towards the testatormembers of the testator's family 167
C. Form of punitive disinheritance 169
D. Legal effects of punitive disinheritance 170
III. Protective disinheritance 172
CHAPTER XVIII
ACTION FOR REDUCTION (ACTION IN ABATEMENT)
I. Concept of reduction 175
II. ments 175
III. Claimant 176
IV. Defendant 177
V. Procedure 177
VI. Transactions subject to reduction 178
VII. Reduction procedure 181
VIII. Order of reduction 184
Bibliography 189
Glossary 197 |
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