Preview

Proceedings of Southwest State University. Series: History and Law

Advanced search

Inheritance agreements and freedom to dispose of property: limits and protection mechanisms

https://doi.org/10.21869/2223-1501-2025-15-4-75-87

Abstract

The relevance of the study is due to the need for theoretical and legal understanding of the inheritance contract as a relatively new for the Russian legal system institute included in the civil legislation in 2019. Despite its enshrinement in Article 1140.1 of the Civil Code of the Russian Federation, the legal nature and constructive features of the inheritance contract continue to cause scientific disputes and practical difficulties. The lack of established judicial practice, uncertainty in the issues of liability of the parties, admissibility of unilateral refusal, as well as correlation with the will as a classic form of disposition of property in case of death - all this predetermines the need for doctrinal analysis. Especially important is the task of developing legal mechanisms capable of balancing the interests of the parties without violating the principles of civil law, including freedom of contract and inviolability of property.

The purpose of the article is to reveal the legal nature of the inheritance contract, to identify its doctrinal and practical contradictions, as well as to formulate proposals to improve legal regulation.

The objectives of the study include the analysis of the legal nature of the inheritance contract, assessment of doctrinal positions and judicial practice, identification of internal contradictions of Article 1140.1 of the Civil Code of the Russian Federation and the development of proposals to optimize the mechanisms of liability and contractual balance.

The methodology is based on formal-legal, comparative-legal and logical-dogmatic approaches, which allowed to identify legal conflicts, evaluate foreign models and justify the need for dispositive adjustment of the institute of inheritance contract.

The results of the study confirmed the independent nature of the inheritance contract, disproved its sham, identified gaps in judicial practice, proposed a model of dispositive security of obligations and outlined the directions of harmonization of Article 1140.1 of the Civil Code of the Russian Federation with the principles of civil law.

The conclusion confirmed the need for normative and doctrinal rethinking of the inheritance contract as a legal form that requires dispositive adjustment and judicial specification of liability mechanisms for its unilateral breach.

About the Authors

L. A. Emelina
Presidential Academy
Russian Federation

Ludmila A. Emelina, Candidate of Sciences (Juridical), Associate Professor of the Department of Interdisciplinary Programs and Research in Jurisprudence, Institute of Law and National Security

82 Vernadskogo Ave., Moscow 119602



S. A. Yavorsky
IT ALLIANCE
Russian Federation

Sergey A. Yavorsky, Lawyer

21 Klimashkina Str., premises. 3/P, Moscow 123557



References

1. Khaimanova A.O. The principle of freedom of contract in the inheritance contract. Innovatsii. Nauka. Obrazovanie = Innovations. Science. Education. 2020;(22):923-927. (In Russ.)

2. Pozhilykh A.I. History of the inheritance contract. Ural’skii zhurnal pravovykh issledovanii = Ural Journal of Legal Studies. 2020;(5):84-88. (In Russ.)

3. Erling A.V., Solovyev D.D. Comparative legal analysis of the inheritance contract in Russia and abroad. Modern Science. 2019;(10-3):87-91. (In Russ.)

4. Guseinova A.I. Some questions of the form and content of the inheritance contract. Zakon i pravo = Law and Legislation. 2021;(7):80-82. (In Russ.)

5. Emelina L.A., Yavorsky S.A. Mixing the institutions of inheritance law and testamentary refusal: problems of theory and practice. Nasledstvennoe pravo = Inheritance Law. 2025;(2):5-9. (In Russ.)

6. Bratukhina E.V. Problems of legislative regulation of the inheritance contract in the Russian Federation. Mezhdunarodnyi nauchno-issledovatel’skii zhurnal = International Research Journal. 2021;(1-4):69-72. (In Russ.)

7. Bessarab N.S. Legal regulation of the inheritance contract in the Russian Federation: current problems and solutions. Mezhdunarodnyi nauchno-issledovatel’skii zhurnal = International Research Journal. 2020;(4-2):78-80. (In Russ.)

8. Kirmikchi V.I., Agadzhanyan M.A. Inheritance contract as a basis for inheritance. Vestnik Rossiiskogo novogo universiteta. Seriya: Chelovek i obshchestvo = Vestnik of the Russian New University. Series: Man and Society. 2023;(4):131-138. (In Russ.)

9. Gadzhieva S.N., Shalaykin R.N. Problems of civil law regulation of the inheritance contract. Alleya nauki = Science Avenue. 2021;2(5):661-665. (In Russ.)

10. Radchenko I.V. Some issues of termination of the contract of trust management of inherited property. Notarial’nyi vestnik = Notarial Bulletin. 2022;(7):44-48. (In Russ.)

11. Shatveryan N.G., Sbitneva E.A. Inheritance contract – benefits and risks. Nauka i obrazovanie: khozyaistvo i ekonomika; predprinimatel’stvo; pravo i upravlenie = Science and Education: Economy and Economics; Entrepreneurship; Law and Management. 2022;(6):48-51. (In Russ.)

12. Konoplyannikova T.V. Principles of the inheritance contract as an institution of inheritance law. Biznes. Obrazovanie. Pravo = Business. Education. Law. 2023;(3):248-253. (In Russ.)

13. Bogdan V.V. Marriage Post Mortem: reflections on the draft law on the recognition of actual marital relations. Trudy Instituta gosudarstva i prava Rossiiskoi akademii nauk = Proceedings of the Institute of State and Law of the Russian Academy of Sciences. 2024;19(3):106- 124. (In Russ.)

14. Emelina L.A., Yavorsky S.A. Bankruptcy of the inheritance estate: problems of legal regulation and solutions. Bankovskoe delo = Banking. 2024;(7):71-76. (In Russ.)

15. Demyanenko E.V. On the inheritance contract in Russian civil legislation. Akademicheskii vestnik Rostovskogo filiala Rossiiskoi tamozhennoi akademii = Academic Bulletin of the Rostov Branch of the Russian Customs Academy. 2022;(2):81-85. (In Russ.)

16. Konokhov M.V. On some legal problems arising in the implementation of the institution of inheritance contract. Agrarnoe i zemel’noe pravo = Agrarian and Land Law. 2024;(8):117- 120. (In Russ.)

17. Ushakov R.M. Inheritance contract as a manifestation of civil law permission: legal nature, legislative structure and possible problems of application. Pravo i gosudarstvo: teoriya i praktika = Law and State: Theory and Practice. 2020;(3):46-50. (In Russ.)

18. Shevchuk S.S. Inheritance contract and its place in the system of civil law contracts. Vestnik Sankt-Peterburgskoi yuridicheskoi akademii = Vestnik of Saint Petersburg Juridical Academy. 2020;(4):73-78. (In Russ.)

19. Tikhonova E.A. Inheritance contract as a new basis for inheritance: concept and characteristics. In: Yurisprudentsiya v teorii i na praktike: aktual’nye voprosy i sovremennye aspekty: sbornik statei II Mezhdunarodnoi nauchno-prakticheskoi konferentsii = Jurisprudence in theory and practice: Current issues and modern aspects: collection of articles of the II International scientific and practical conference. Penza: Nauka i Prosveshchenie (IP Gulyaev G.Yu.); 2019. P. 191-195. (In Russ.)

20. Abovyan E.P., Ananyev O.G. Problems of inheritance law: will, joint will, inheritance contract. Zakon i pravo = Law and Legislation. 2022;(5):59-61. (In Russ.)

21. Emelina L.A., Yavorsky S.A. Proportionally limited legacy: a new approach to balancing the interests of creditors and legatees. Notarius = Notary. 2025;(2):23-29. (In Russ.)

22. Tarasova E.A. Inheritance contract – expectations and reality…. Permskii yuridicheskii al’manakh = Perm Legal Almanac. 2020;(3):379-387. (In Russ.)


Supplementary files

Review

For citations:


Emelina L.A., Yavorsky S.A. Inheritance agreements and freedom to dispose of property: limits and protection mechanisms. Proceedings of Southwest State University. Series: History and Law. 2025;15(4):75-87. https://doi.org/10.21869/2223-1501-2025-15-4-75-87

Views: 21


Creative Commons License
This work is licensed under a Creative Commons Attribution 4.0 License.


ISSN 2223-1501 (Print)