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Reserved portion (zachowek) calculatorTable of contents
The amount of the reserved portion is not a fixed figure. It is the result of several components that together build the claim. Below you get a practical scheme and examples that let you estimate the amount realistically.
The most common structure is:
estate base × statutory share × multiplier (1/2 or 2/3) − offsets
Each element can materially change the outcome.
The base is the estate value after debts, increased by gifts that should be included. Gifts are the most frequent reason for changes in the final amount. See: Gift vs reserved portion — impact on calculation.
The statutory share depends on who would inherit without a will. For example, with two children, one child’s share is usually 1/2, but other setups differ.
The estate base is not just the sum of assets. Debts and estate costs are deducted first, and only then are gifts added. Missing liabilities can artificially inflate the result.
If the estate includes real estate or high‑value assets, a professional valuation is often needed. Without it, the result can be easily challenged in court. In practice, an expert is used when the parties have conflicting valuations or there is no clear market reference.
When community property exists, the deceased’s share is determined first, and only then is the estate base calculated. Skipping this step often inflates the reserved portion.
In practice, the multiplier often shifts the result by a large amount.
Estimated result: 150,000 PLN.
Estimated result: 200,000 PLN.
Estimated result: 90,000 PLN.
In exceptional situations a court may reduce the reserved portion if specific circumstances justify it. In practice this requires strong arguments and evidence.
For a quick estimate, use the Reserved portion calculator.
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