Reserved Share
A reserved share is the minimum portion of inheritance protected by law for certain heirs over which the deceased cannot dispose freely.
Reduction arises where certain dispositions by the deceased leave a reserved share deficient; not every inequality in inheritance falls within this action. We examine estate and disposition documents, share calculations and dates together and explain potential reduction, missing records and available steps in writing. To start, briefly identify the asset or disposition affecting your share and important dates known to you.
The review is a paid service. We state its scope, fee and delivery timetable in writing before work begins. The litigation outcome cannot be promised in advance; the assessment depends on the particular file.
Reduction proceedings identify the boundary between the deceased's freedom of disposition and the statutory protection of reserved-share heirs. That boundary is understood by examining estate assets and liabilities, lifetime benefits, gifts, property transfers and valuation principles together, rather than looking only at the will.
A fundamental inheritance risk is misidentifying the remedy. Reduction may be appropriate in some files, while in others collusive inheritance transfers, will annulment, estate identification or title cancellation and registration must be assessed first.
Where there is a will, annulment and reduction must be distinguished carefully. Annulment targets the will's validity; reduction examines whether a disposition accepted as valid infringes reserved shares. For detailed information on this distinction, see What Are Will Annulment Proceedings? .
Before asking ‘How much will I receive?’, the first step is therefore a risk map identifying which disposition should be examined, at what date and value and on which legal basis.
TMK Art. 560 provides for an heir who has not received their reserved share to seek reduction of dispositions exceeding the disposable portion. Not every gift is reducible; the disposition type and reserved-share calculation are decisive. Turkish Civil Code, Arts. 560, 565 and 571.
A reserved share is the minimum portion of inheritance protected by law for certain heirs over which the deceased cannot dispose freely.
The deceased may dispose of the portion remaining outside reserved shares. Reduction review seeks to determine whether that boundary was exceeded.
A will, inheritance agreement, gift, certain lifetime benefits or particular asset transfers may require separate examination for reduction.
A will may comply with form requirements and have been made by a person with capacity and free intent. Reduction may nevertheless arise if it infringes reserved shares. Annulment and reduction must therefore be assessed separately in files involving a will.
Assessment is based on calculating whether the reserved share was actually infringed together with the estate value and dispositions, rather than on heirship alone.
Estate assets and liabilities, immovable property, bank records, company shares, receivables and debts are examined together.
Wills, gifts, property transfers and other asset movements are classified for reduction purposes.
The class of heirs, statutory share, reserved-share rate and disposable portion are assessed together.
Knowledge, opening of the will and opening of the succession dates are checked for forfeiture periods.
If a will exists, its validity and then its effect on reserved shares are examined separately.
For transfers registered as property sales, a collusive inheritance transfer or title cancellation remedy may arise instead of reduction.
The date and value at which immovable property, company shares and other assets enter the calculation matter.
The other party's defences concerning a genuine sale, care, consideration, time limits or absence of reserved-share infringement are analysed at the outset.
Alongside the reserved-share claim, possible defences on time limits, valuation, genuine sale, care, the nature of a gift and the disposable portion should be assessed from the outset.
The other party may allege that the infringement was known earlier or that the forfeiture period expired. The knowledge date and flow of documents are therefore examined for the particular file.
A property or asset transfer may be defended as a sale, care arrangement, debt repayment or other transaction for consideration rather than a gift. That defence is assessed alongside the evidence.
An alleged infringement cannot be clarified without calculating estate value and dispositions. Possible objections to market value, the disposable portion and calculations are mapped from the outset.
The aim is to establish whether reserved shares were actually infringed, which evidence is needed and which remedy should be considered first, rather than merely filing proceedings.
The certificate of inheritance, estate extent, will, gifts, title transfers and bank records are classified.
Reserved-share heirs, the disposable portion, forfeiture periods and valuation needs are identified.
Reduction, will annulment, collusive inheritance transfer, estate identification and title cancellation options are planned for the particular file.
Briefly explain which disposition affects your share and when you learned of it. We will agree the review scope, fee and timetable in writing.