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Challenging a will in Poland: step-by-step instructions

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Consultant # 45
Consultant # 45
Lawyer
Poland / Poland

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Publication date: 24.08.2024

Challenging a will in Poland: step-by-step instructions

Contesting a will is a complex legal process that requires a deep understanding of Polish law and the judicial system. In this article, we will look at the main aspects of contesting a will in Poland, the grounds for contestation, the necessary documents and the procedure for filing a claim.

Grounds for contesting a will

Before you start the process of contesting a will, it is important to understand the grounds on which you can do so. The legal analysis service can help you determine whether you have legal grounds for appeal.

The main grounds for contesting a will in Poland are:

  1. The testator's incapacity at the time of making the will
  2. Coercion or threats when making a will
  3. Forgery of the will
  4. Violation of the formal requirements for making a will
  5. Violation of the rights of compulsory heirs

The service of legal analysis of the documents can help you assess how strong your arguments are for challenging a will.

Who has the right to challenge a will?

Not everyone can contest a will. There is a certain range of persons who are entitled to do so under Polish law.

  • Legal heirs
  • Persons mentioned in previous versions of the will
  • Persons entitled to a mandatory share of the inheritance
  • Creditors of the testator

The service of lawyer's consultation can help you determine whether you have the right to challenge a will in a particular situation.

Deadlines for contesting a will

It is important to remember that there are certain time limits for contesting a will. Missing these deadlines may result in the loss of the right to appeal.

Question

What is the time limit for contesting a will in Poland?

Answer

In Poland, the general time limit for contesting a will is three years from the date of opening of the inheritance, i.e. from the date of the testator's death. However, if the grounds for the appeal are the invalidity of the will due to the testator's incapacity or the influence of threats, this period may be extended to three years from the date when the heir learned of the grounds for invalidity, but not more than ten years from the date of opening the inheritance. It is important to note that these deadlines are preclusive, i.e., their omission leads to the loss of the right to appeal. That is why the service of a legal opinion of a lawyer can be extremely useful for determining the exact terms in your particular situation and filing a claim in a timely manner.

Necessary documents for contesting a will

To successfully challenge a will, you need to prepare a number of documents. The service of document review by a lawyer can help you collect all the necessary papers.

List of required documents:

  1. A copy of the contested will
  2. Death certificate of the testator
  3. Documents confirming family ties with the testator
  4. Evidence confirming the grounds for appeal
  5. Statement of claim

The document analysis service can help you make sure that all your documents meet the requirements of the Polish court.

The procedure for filing a lawsuit

Filing a lawsuit to challenge a will is a complex process that requires compliance with certain rules and procedures. A lawyer in Poland can provide you with invaluable assistance at this stage.

Main stages of filing a lawsuit:

Preparation of a statement of claim

Payment of the court fee

Filing a lawsuit with the relevant court

Receiving a notice of acceptance of the claim for consideration

Waiting for the date of the court hearing

The legal analysis service can help you to properly draft a statement of claim and prepare for the trial.

Court hearing of the case

Litigating a will contestation case can be a long and complicated process. The online lawyer service can provide you with support throughout the entire legal process.

The main stages of the trial:

  1. Preliminary court hearing
  2. Presentation of evidence
  3. Interrogation of witnesses
  4. Debate of the parties
  5. Making a decision by the court

The legal opinion service can help you prepare for each stage of the trial and present your position as effectively as possible.

Possible results of contesting a will

The outcome of a will contest may vary depending on the circumstances of the case and the evidence presented. A legal opinion service can help you assess your chances of success.

  • Recognition of the will as invalid in its entirety
  • Invalidation of a part of the will
  • Dismissal of the claim
  • Approval of a settlement agreement between the parties

The online lawyer service can help you understand the consequences of each of the possible outcomes and prepare for them.

Appeal against a court decision

If you are not satisfied with the decision of the court of first instance, you have the right to appeal. A lawyer in Warsaw can help you prepare an appeal.

Question

What are the deadlines for filing an appeal against a court decision in a will contestation case?

Answer

In Poland, the deadline for filing an appeal against a first instance court decision in will contestation cases is two weeks from the date of receipt of the written reasoning of the court decision. It is important to note that in order to receive the written reasoning, a motion must be filed within one week from the date of the court's announcement of the decision. If such a motion is not filed, the appeal period starts from the moment the deadline for filing a motion for substantiation expires. Compliance with these deadlines is critical, as missing them may result in the loss of the right to appeal. The written consultation service can help you clearly understand all procedural deadlines and submit the necessary documents in a timely manner.

Consequences of a successful will appeal

Successfully challenging a will can have significant consequences for the distribution of an inheritance. The service of a lawyer's consultation can help you understand how your situation will change after the will is invalidated.

Possible consequences of a successful will appeal:

  1. Redistribution of the inheritance in accordance with the law
  2. Recognition of a previous will as valid
  3. The need to pay compensation to persons who have already received an inheritance
  4. Changes in tax liabilities of heirs
  5. Possible litigation with other heirs

The service of legal analysis of a situation can help you prepare for these consequences and develop a strategy for further actions.

Conclusion

Challenging a will in Poland is a complex legal process that requires in-depth knowledge of the law, attention to detail, and careful preparation. Not only the outcome of the case, but also the ability to protect your rights and interests in the inheritance process depends on the correctness of your actions. It is important to remember that neglecting professional legal consultation can lead to a loss of chances for a successful appeal of the will, missing important deadlines or incorrect execution of documents. This, in turn, can have serious financial and legal consequences. Therefore, if you find yourself in a situation where you need to challenge a will in Poland, do not try to resolve this issue on your own. Contact the professionals of the legal marketplace CONSULTANT for help. Here you will be able to get a lawyer's service, an attorney's service and other types of legal support that will help you successfully go through all the stages of contesting a will and protect your rights in the inheritance process.

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