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La Legittima: Italy's Forced Heirship and the Reserved-Share Table

By Recording Law Editorial Team13 min read
La Legittima: Italy's Forced Heirship and the Reserved-Share Table

Frequently Asked Questions

Can my parents disinherit me completely under Italian law?

Not if you are their child, one of the legittimari art. 536 c.c. protects. A will can control only the disponibile, the freely disposable share left after the legittima; it cannot lawfully leave a child (or a spouse) nothing. A legittimario left less than their reserved share can bring an azione di riduzione to recover it.

What share does a spouse get if there is also one child?

Under art. 542 c.c. in its current form, in force since 7 February 2014, a spouse and one child each receive a reserved third of the estate, leaving a third as the freely disposable share.

How is the legittima actually calculated if the deceased gave away property before dying?

Art. 556 c.c. requires a riunione fittizia: the net estate at death (after debts) plus the value of lifetime gifts the deceased made are added together on paper first, and the legittima and disponibile are both calculated as fractions of that combined figure, not just of what remains at death.

What can I do if a will leaves me less than my legittima?

A legittimario can bring an azione di riduzione under artt. 554 and 555 c.c., within the reduction chapter that opens at art. 553, asking a court to scale back the dispositions, whether in the will or as lifetime gifts, that exceeded the disponibile, to the extent needed to restore the reserved share.

Does a surviving spouse get anything besides a fraction of the estate?

Yes. Art. 540 comma 2 c.c. separately reserves the surviving spouse a diritto di abitazione in the family home and the use of its furniture, on top of their fractional share, where the property belonged to the deceased or was jointly owned.

Why do different websites give different fractions for the same family situation?

A common cause is citing the wrong version of art. 542 c.c. The article has been rewritten twice; the version in force since 7 February 2014 is the current law, and an older 1942-to-1975 text worked on a completely different, usufruct-based structure. Always confirm which version a source is quoting.

Are siblings ever entitled to a reserved share of an estate?

No. Art. 536 c.c. limits the legittimari to the spouse, children (or their descendants by representation) and, only where there are no children, the ascendants. Siblings can inherit under the intestate rules where no closer relative survives, but they are never legittimari and have no reserved-share claim against a will.

Can a will impose conditions on what a child or spouse inherits?

Not on the reserved portion. Art. 549 c.c. bars a testator from attaching burdens or conditions to a legittimario's reserved share; any such condition is unenforceable against that part of the estate, whatever the will otherwise validly does with the disponibile.

Sources and References

  1. Codice civile, art. 457 (Delazione dell'eredità)(normattiva.it).gov
  2. Codice civile, art. 536 (Legittimari)(normattiva.it).gov
  3. Codice civile, art. 537 (Riserva a favore dei figli)(normattiva.it).gov
  4. Codice civile, art. 538 (Riserva a favore degli ascendenti)(normattiva.it).gov
  5. Codice civile, art. 540 (Riserva a favore del coniuge)(normattiva.it).gov
  6. Codice civile, art. 542 (Concorso di coniuge e figli), versione in vigore dal 7 febbraio 2014(normattiva.it).gov
  7. Codice civile, art. 544 (Concorso di ascendenti e coniuge)(normattiva.it).gov
  8. Codice civile, art. 549 (Divieto di pesi o condizioni sulla quota dei legittimari)(normattiva.it).gov
  9. Codice civile, art. 553 (Riduzione delle porzioni degli eredi legittimi in concorso con legittimari)(normattiva.it).gov
  10. Codice civile, art. 556 (Determinazione della porzione disponibile)(normattiva.it).gov
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