Cardinal Stefan Wyszynski University in Warsaw - Central Authentication System
Strona główna

Law of inheritance

General data

Course ID: WK-S-SP
Erasmus code / ISCED: (unknown) / (unknown)
Course title: Law of inheritance
Name in Polish: Prawo spadkowe
Organizational unit: Faculty of Canon Law
Course groups:
ECTS credit allocation (and other scores): 4.00 Basic information on ECTS credits allocation principles:
  • the annual hourly workload of the student’s work required to achieve the expected learning outcomes for a given stage is 1500-1800h, corresponding to 60 ECTS;
  • the student’s weekly hourly workload is 45 h;
  • 1 ECTS point corresponds to 25-30 hours of student work needed to achieve the assumed learning outcomes;
  • weekly student workload necessary to achieve the assumed learning outcomes allows to obtain 1.5 ECTS;
  • work required to pass the course, which has been assigned 3 ECTS, constitutes 10% of the semester student load.

view allocation of credits
Language: Polish
Subject level:

advanced

Learning outcome code/codes:

PK_W08, PK_U05

PK_K05

Short description:

Level: advanced

Goals: A student is to learn about the general issues related to the inheritance law, especially in terms of settling complex cases in future. The syllabus of the lectures is adjusted to the practical needs and it includes extensive and necessary analysis of the court’s law-cases; especially the syllabus contains presentation of changes in the regulations, jurisdiction and the related literature. Also, it takes into account new legal solutions through their verification against the approach derived from the doctrine.

Preliminary requirements: A student should know the obligatory topics (according to the program of the studies) of specific fields of the civil law (i.e. the general part, the property law, and the contract law).

Full description:

Description of the subject

Topics:

The lectures will cover the specific cases of the inheritance law from the perspective of the civil law, and the tax law issues related to the object as well as the subject of inheritance, taking to consideration the legal succession of heirs.

Therefore, the scope of the lectures includes the following topics: The sources and the ordination of the effective succession law in force. The notion of inheritance and its elements (property rights and obligations). Inherited holding and debts. The scope of the accountability for the inheritance. The notion and scope of heirdom (opening and acquirement of inheritance, capacity and incapacity to inherit, unworthiness to inherit, function of forgiveness). Inheritance obligations vs. inheritance.

Intestate succession (circle of heirs, succession of inheritance, situation of a community and the national Treasury). Basics of inheritance of agricultural farms and of land contribution to a farming production coop. The scope of intestate succession vs. rights of the testator’s grandparents. Foreign inheritance.

Testament as the basis for inheritance (legal actions, formal requirements, kinds, interpretation, invalidity vs. ineffectiveness, conversion). Content of the testament (testator’s discretion, appointment to inherit, reasons for disinheritance, substitution vs. enlargement). Other testamentary instructions (legacy, further legacy, legacy over division, testamentary instruction). Rights of the executor of a will. Sectional testament.

Heir’s legal declaration (declaration concerning acceptance or disclaimer of inheritance, transmission, inheritance acquisition and its consequences, settlement of accounts, heirs’ liability). Direct assumption of a succession and assumption with the benefit of the inventory. Securing of the inheritance, inventory, authorized institutions (including tax institutions).

Persons entitled and obliged to compulsory portion of an inheritance (amount of the compulsory portion of an inheritance, liability, inheritance of claims, termination of actions). Joint property of inheritance and inheritance division. Ways of alienation of inheritance before division. Gifts to be included in the inheritance. Legal consequences of inheritance division.

Ascertainment of inheritance acquisition (the role of the decision, legal actions, legal consequences of the ascertainment of inheritance acquisition). Inheritance acknowledgement act (procedure, content of the notary act, security of the act, questioning of the act, limitations of the act issue). Legal proceedings to ascertain acquisition of inheritance and preparation of the inheritance acknowledgement act.

Agreements concerning inheritance (form, parties, subject, effects, scope of subrogation, liability). International inheritance law (rights of foreigners, inheritance of agricultural farms).

Evaluation methods: The prerequisite for passing is the positive result of the oral examination. The examination covers the theory and the knowledge of cases.

Bibliography:

Literature

Sources:

1. The Constitution of the Republic of Poland dated 2nd of April 1997, Journal of Laws No 78, entry 483 with amendments;

2. Act of April 23th, 1964, Civil Code, Journal of Laws No 16, entry 93 with amendments;

3. Act of November 17th, 1964, Code of Civil Proceedings, Journal of Laws No 43, entry 296 with amendments;

4. Act of February 14th,1991, Notary Law, Journal of Laws of 2002, No 42, entry 369 with amendments;

5. Act of December 15th, 2000 on housing cooperatives, Journal of Laws of 2003, No 119, entry 1116 with amendments;

6. Act of July 28th, 2005 on court fees in civil trials, Journal of Laws No 167, entry 1398 with amendments;

7. Act of November 16th, 2006 on modification of the act on taxation of inheritance and gifts and of the act on taxation of civil law proceedings, Journal of Laws No 222, entry 1629;

8. Act of August 24th, 2007 on modification of the act – the Law of Notaries Public and other selected acts, Journal of Laws No 181, entry 1287;

Jurisdiction:

1. Judgement of the Constitutional Tribunal of September 5th, 2007, P 21/01, Journal of Laws No 170, entry 1205;

2. Judgement of the Constitutional Tribunal of January 31st, 2001, P 4/99, Journal of Laws No 11, entry 91;

3. Act of the Supreme Court of May 10th, 2006, III CZP 11/06, OSNC 2007, no 3, entry

38;

4. Judgement of the Supreme Court of July 6th, 2007, III CSK 86/07, „Rzeczpospolita" 2007, no 159, p. C3;

5. Judgement of the Supreme Court of March 11th, 2003, V CKN 1871/00, OSNC 2004, no 5, entry 85;

6. Judgement of the High Administrative Court of October 24th, 2007, II FSK 1212/06, „Jurysdykcja Podatkowa [Tax Jurisdiction]" 2008, no 4;

7. Judgement of the Administrative Court in Warsaw of May 12th, 2004, II AKa 185/04, OSA 2005, no 4, entry 33;

8. Decision of the Supreme Court of July 20th, 2005, II CK 2/05, MoP 2005, no 16, p.

779;

Literature:

1.E. Skowrońska-Bocian,Commentary to the Civil Code. Volume Four. Inheritance,Warsaw 2008;

2.S. Babiarz,Inheritance and donation in the civil and tax law, Warsaw 2008;

3.E. Skowrońska-Bocian,The inheritance law, Warsaw 2006;

4.A. Doliwa,The inheritance law, Warsaw 2007;

5.A. Stempniak,Proceedings for inheritance division, Warsaw 2006;

Supplementary literature:

1.M. Stus, K. Osajda, B. Sikora,Proceedings for inheritance division,t.IV, Zakamycze 2006;

2.K. Osajda,Collective testaments, Warsaw 2005;

3.E. Skowrońska-Bocian,Testament in the Polish law, Warsaw 2004;

4.M. Kłos,Proceedings for inheritance division, Warsaw 2004;

5.M. Niedośpiał,Testator’s liberty, Bielsko - Biała 2004.

6.K. Grzybowski, M. Szpunar,Notary certificate of inheritance as the alternative way to confirm the right to inherit, „Rejent" 2006, no 2;

7.S. Babiarz, Commentary to the judgement of the High Administrative Court of October 24th, 2007, II FSK 1212/06, „Jurysdykcja Podatkowa" 2008, no 4.

Efekty kształcenia i opis ECTS: (in Polish)

Wiedza:

EK 1- student umie w sensie teoretycznym i praktycznym wykazać jaki jest wpływ norm regulujących problematykę spadkową na porządek dziedziczenia i obrót prawny;

EK 2- student potrafi rozwiązywać proste kazusy z zakresu prawa spadkowego (np. porządku dziedziczenia spadkobierców ustawowych);

EK 3- student zna podstawowe metody analizy tekstów prawnych oraz stosowania wykładni prawa spadkowego oraz posiada podstawową wiedzę z zakresu zasad i norm etycznych obowiązujących zarówno w nauce, jak i w wykonywaniu zawodów prawniczych (w szczególności notariusza i sędziego w sprawach spadkowych);

Umiejętności:

EK 4- student potrafi samodzielnie analizować i prezentować tekst prawny z zakresu prawa spadkowego;

EK 5- student potrafi samodzielnie wykorzystać poznaną wiedzę w zakresie konkretnych stanów faktycznych;

EK 6- student szuka samodzielnie i wykorzystuje dostępne źródła z zakresu prawa spadkowego materialnego i procesowego;

EK 7- student jest aktywny w dyskusji tematycznej, przedstawia własną opinię oraz poglądy;

Kompetencje społeczne:

EK 8- student potrafi przyswoić określony zakres wiedzy z prawa spadkowego oraz ma potrzebę zdobywania wiedzy i dokształcania się;

EK 9- student angażuje się w przebieg prowadzonych zajęć, konstruuje także uwagi krytyczne oraz potrafi wypowiadać się w zakresie problematyki spadkowej.

OPIS ECTS:

Aktywność studenta Nakład pracy w godz.

Przygotowanie do egzaminu: 15

Przygotowanie do ćwiczeń: 15

Analiza orzecznictwa: 15

Czas na napisanie pism procesowych (ćw.): 15

Udział w wykładzie: 30

Udział w ćwiczeniach: 30

Suma godzin: 120

Liczba ECTS: 4

Classes in period "Winter semester 2019/20" (past)

Time span: 2019-10-01 - 2020-01-31
Choosen plan division:


magnify
see course schedule
Type of class:
Classes, 30 hours more information
Lectures, 30 hours more information
Coordinators: (unknown)
Group instructors: (unknown)
Students list: (inaccessible to you)
Examination: Course - examination
Classes - graded credit
Lectures - examination
Type of subject:

obligatory

(in Polish) Grupa przedmiotów ogólnouczenianych:

(in Polish) nie dotyczy

Classes in period "Summer semester 2019/20" (past)

Time span: 2020-02-01 - 2020-09-20
Choosen plan division:


magnify
see course schedule
Type of class:
Classes, 30 hours more information
Lectures, 30 hours more information
Coordinators: Helena Pietrzak, Michał Poniatowski
Group instructors: Helena Pietrzak, Michał Poniatowski
Students list: (inaccessible to you)
Examination: Course - examination
Classes - graded credit
Lectures - examination
(in Polish) E-Learning:

(in Polish) E-Learning z podziałem na grupy

Type of subject:

obligatory

(in Polish) Grupa przedmiotów ogólnouczenianych:

(in Polish) nie dotyczy

Wymagania wstępne: (in Polish)

Student powinien posiadać wiedzę z zakresu obligatoryjnych - według programu studiów - poszczególnych działów prawa cywilnego (tj. części ogólnej, prawa rzeczowego oraz zobowiązań).

Classes in period "Summer semester 2020/21" (past)

Time span: 2021-02-01 - 2021-06-30
Choosen plan division:


magnify
see course schedule
Type of class:
Classes, 30 hours more information
Lectures, 30 hours more information
Coordinators: Helena Pietrzak, Michał Poniatowski
Group instructors: Helena Pietrzak, Michał Poniatowski
Course homepage: https://teams.microsoft.com/l/team/19%3ae6d51a1e8852430d82f3e9bdfca5a263%40thread.tacv2/conversations?groupId=a84dc199-049a-41d1-ab1e-88ef75cb94c7&tenantId=12578430-c51b-4816-8163-c7281035b9b3
Students list: (inaccessible to you)
Examination: Course - examination
Classes - graded credit
Lectures - examination
(in Polish) E-Learning:

(in Polish) E-Learning

Type of subject:

obligatory

(in Polish) Grupa przedmiotów ogólnouczenianych:

(in Polish) nie dotyczy

Classes in period "Summer semester 2021/22" (past)

Time span: 2022-02-01 - 2022-06-30
Choosen plan division:


magnify
see course schedule
Type of class:
Classes, 30 hours more information
Lectures, 30 hours more information
Coordinators: Helena Pietrzak, Michał Poniatowski
Group instructors: Helena Pietrzak, Michał Poniatowski
Students list: (inaccessible to you)
Examination: Course - examination
Classes - graded credit
Lectures - examination
(in Polish) E-Learning:

(in Polish) E-Learning

Type of subject:

obligatory

(in Polish) Grupa przedmiotów ogólnouczenianych:

(in Polish) nie dotyczy

Classes in period "Summer semester 2022/23" (in progress)

Time span: 2023-02-01 - 2023-06-30
Choosen plan division:


magnify
see course schedule
Type of class:
Classes, 30 hours more information
Lectures, 30 hours more information
Coordinators: Helena Pietrzak
Group instructors: Helena Pietrzak
Students list: (inaccessible to you)
Examination: Course - examination
Classes - graded credit
Lectures - examination
Type of subject:

obligatory

(in Polish) Grupa przedmiotów ogólnouczenianych:

(in Polish) nie dotyczy

Course descriptions are protected by copyright.
Copyright by Cardinal Stefan Wyszynski University in Warsaw.
ul. Dewajtis 5,
01-815 Warszawa
tel: +48 22 561 88 00 https://uksw.edu.pl
contact accessibility statement USOSweb 6.8.0.0-5 (2022-09-30)