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    Wyświetlanie 1-13 z 13
    Tytuł:
    The Notion of “Court” under the Succession Regulation
    Autorzy:
    Wilderspin, Michael
    Powiązania:
    https://bibliotekanauki.pl/articles/1029997.pdf
    Data publikacji:
    2020-06-29
    Wydawca:
    Wydawnictwo Uniwersytetu Śląskiego
    Tematy:
    EU Succession Regulation
    the notion of “court”
    authentic instruments
    judicial body
    competent authority
    Opis:
    The article concerns the notion of “court” in the Succession Regulation. This notion is used in the Brussels I and Brussels Ia Regulations, where it does not necessarily have the same scope. The author attempts to interpret the concept in the light of the recitals to the Succession Regulation (in particular Recital 20) and of the case law of the Court of Justice. The very general description of the concept contained in Article 3(2) of the Regulation might potentially embrace other authorities and legal professionals, where they exercise judicial functions by way of delegation of power from the court. In the author’s view, the European Court, especially in Oberle and WB v Notariusz Przemysława Bac correctly navigated its way through the Succession Regulation and ruled in a way which is both coherent as regards the operation of the Regulation and consistent with the intentions of the legislator. The above judgments are analysed also with regard to Poland’s omission to notify notaries as “courts” under Article 79 of the Succession Regulation. The European Court found that the criteria for determining whether an authority or a legal professional, in particular a notary public, constitutes a “court” aredetermined by Article 3(2) and not by Article 79. Consequently, Poland’s omission to notify was not conclusive, but was in any event correct in substance. The author expresses the opinion that the judgment is accurate on this point.
    Źródło:
    Problemy Prawa Prywatnego Międzynarodowego; 2020, 26; 45-56
    1896-7604
    2353-9852
    Pojawia się w:
    Problemy Prawa Prywatnego Międzynarodowego
    Dostawca treści:
    Biblioteka Nauki
    Artykuł
    Tytuł:
    Highlights and Pitfalls of the EU Succession Regulation
    Autorzy:
    Pazdan, Maksymilian
    Zachariasiewicz, Maciej
    Powiązania:
    https://bibliotekanauki.pl/articles/1030030.pdf
    Data publikacji:
    2020-06-29
    Wydawca:
    Wydawnictwo Uniwersytetu Śląskiego
    Tematy:
    the EU Succession Regulation
    dispositions upon death
    intertemporal issues
    succession administration of the enterprise in the estate
    notion of a “court” and a “decision”
    deed of certification of succession
    principle of the unity of legis successionis
    Opis:
    The EU Succession Regulation constitutes a remarkable achievement of unification of conflict of law rules at the European level. It has importantly changed the landscape for all those interested in succession law, in particular, the notaries and theestate planning practitioners. The present article takes up a number of selected issues that arise under the Regulation. The paper first identifies certain general difficulties that result either from the complex nature of the matters addressed or from a somewhat ambiguous wording of the rules adopted by the EU legislator. The attention is devoted to the exceptions to the principle of the unity of legis successionis, the dispositions upon death, and the intertemporal questions resulting from the change of the conflict of laws rules in the Member States which occurred on 17th August 2015 when the Regulation started to be applied. The paper then moves to some of the more specific issues arising under the Regulation. To that effect, it first looks at the Polish Act of 2018 governing the ”succession administration” of the enterprise, which forms part of the estate. The argument is made that the rules contained in the 2018 Act should be applied by virtue of Article 30 of the Succession Regulation because they constitute “special rules” in the meaning of this provision. Second, the notion of a “court” under Article 3(2) of the Regulation is discussed in light of the recent judgment of the CJEU in case C-658/17 WB, where the European Court found that a Polish notary issuing the deed of certification of succession is not a “court” for purposes of Article 3(2). The paper provides a critical account of the Court’s decision.
    Źródło:
    Problemy Prawa Prywatnego Międzynarodowego; 2020, 26; 125-187
    1896-7604
    2353-9852
    Pojawia się w:
    Problemy Prawa Prywatnego Międzynarodowego
    Dostawca treści:
    Biblioteka Nauki
    Artykuł
    Tytuł:
    “Member States” and “Third States” in the Succession Regulation
    Autorzy:
    Basedow, Jürgen
    Powiązania:
    https://bibliotekanauki.pl/articles/1030038.pdf
    Data publikacji:
    2020-06-29
    Wydawca:
    Wydawnictwo Uniwersytetu Śląskiego
    Tematy:
    EU Succession Regulation
    recognition of decisions given in Member States
    the notion of third State
    Opis:
    The author advocates a flexible approach with respect to the interpretation of the term “Member State” as employed in the Succession Regulation, allowing the differentiation between “participating” and “non-participating” States. It does not mean that the term “Member State” should always be interpreted in a wide sense including the three non-participating States: Denmark, the Republic of Ireland, and the United Kingdom. Whether a wide or a narrow interpretation is appropriate depends on the context and the purpose of the single provision. Most provisions contained in the chapter on jurisdiction refer to participating Member States only. But some articles such as the Article 13 of the Regulation, provide a counter-example. A uniform interpretation of the concept of Member State in all provisions of the Succession Regulation seems far too sweeping. It reminds of Begriffsjurisprudenz and does not take account of the purpose of the single provisions. In particular, it disregards the need for the cross-border protection of individual rights in a Union with open frontiers.
    Źródło:
    Problemy Prawa Prywatnego Międzynarodowego; 2020, 26; 15-25
    1896-7604
    2353-9852
    Pojawia się w:
    Problemy Prawa Prywatnego Międzynarodowego
    Dostawca treści:
    Biblioteka Nauki
    Artykuł
    Tytuł:
    Application of the Succession Regulation by German courts — Selected Issues
    Autorzy:
    Kohler, Christian
    Powiązania:
    https://bibliotekanauki.pl/articles/1030088.pdf
    Data publikacji:
    2020-06-29
    Wydawca:
    Wydawnictwo Uniwersytetu Śląskiego
    Tematy:
    private international law
    EU Succession Regulation
    law of German courts
    European Certificate of Succession
    Opis:
    The article discusses the impact of the EU Succession Regulation on the German system of private international law. The change came with some important differences introduced in the text of the Regulation as in comparison to previous German solutions (especially the use of the habitual residence as the main connecting factor instead of nationality), and, as a result of the number of decisions of the CJEU on the Regulation (in particular the Kubicka case).The paper presents the most important, up-to-date German case-law relating to the EU Succession Regulation. It starts with the general remarks in that regard and continues to discuss judgments covering issues of jurisdiction, applicable law, and the European Certificate of Succession. Three conclusions are drawn therefrom. First, the cases show a general willingness of the courts to cope with the fundamental changes introduced by the Regulation. In particular, the concept of “habitual residence” is applied on the basis of an autonomous interpretation by reference to the case-law of the CJEU on Regulation Brussels IIa. Second, a number of decisions make apparent that the courts are sometimes slow to accept the consequences which flow from the changes brought about by the Regulation, and which oblige to re-consider the German practice in matters of international successions. That applies in particular to the issuing of the European Certificate of Succession. Third, German courts are generally ready to initiate cooperation with the CJEU by formulating preliminary questions (three questions posed by the end of 2019).
    Źródło:
    Problemy Prawa Prywatnego Międzynarodowego; 2020, 26; 27-43
    1896-7604
    2353-9852
    Pojawia się w:
    Problemy Prawa Prywatnego Międzynarodowego
    Dostawca treści:
    Biblioteka Nauki
    Artykuł
    Tytuł:
    The Principle of a Single Estate and Its Role in Delimiting the Applicable Laws
    Autorzy:
    Pacuła, Krzysztof
    Powiązania:
    https://bibliotekanauki.pl/articles/1030003.pdf
    Data publikacji:
    2020-06-29
    Wydawca:
    Wydawnictwo Uniwersytetu Śląskiego
    Tematy:
    EU Succession Regulation
    principle of unity of succession
    characterisation (classification)
    Opis:
    This paper argues that the principle of unity of succession is one of the key concepts of the Succession Regulation. By operation of this principle on the jurisdictional level, the Regulation tends to favor a perspective of a single Member State when it comes to all issues related to succession. The principle of unity of succession does not of course eliminate the need to proceed to the characterization and to delimitate the scopes of conflict of laws rules at stake. However, this principle — aiming to promote a unitary vision of a single estate in all the Member States bound by the Regulation — sets a tone for some interpretative techniques that tend to favor succession-related characterization of the issues having some importance in the context of succession with cross-border implications. According to the Author, effet utile-driven characterization, on the one hand, and succession-friendly characterization of the issues falling within ‘gray areas’ created by the operation of Article 1(2) of the Succession Regulation, on the other hand, are among them.
    Źródło:
    Problemy Prawa Prywatnego Międzynarodowego; 2020, 26; 107-123
    1896-7604
    2353-9852
    Pojawia się w:
    Problemy Prawa Prywatnego Międzynarodowego
    Dostawca treści:
    Biblioteka Nauki
    Artykuł
    Tytuł:
    The Regulation on Matrimonial Property and Its Operation in Succession Cases — Its Interaction with the Succession Regulation and Its Impact on Non-participating Member States
    Autorzy:
    Bonomi, Andrea
    Powiązania:
    https://bibliotekanauki.pl/articles/1029993.pdf
    Data publikacji:
    2020-06-29
    Wydawca:
    Wydawnictwo Uniwersytetu Śląskiego
    Tematy:
    matrimonial property
    registered partnerships
    private international law
    succession
    EU Regulations
    family law
    non-participating Member States
    Opis:
    The Regulations on Matrimonial Property (No 2016/1103) and on the Property Consequences of Registered Partnerships (No 2016/1104) are new important pieces in the “puzzle” of European private international law. This article particularly focuses on the relationship between the Matrimonial Property Regulations and the Succession Regulation, two instruments which will often be applied in parallel because of the close connection between the two areas they govern. The author examines in particular the scope of those instruments as well as their interaction with respect to jurisdiction and applicable law. At the same time, an attempt is also made to assess the position of Poland and of those other Member States that are bound by the Succession Regulation, but not by the Matrimonial Property Regulation.
    Źródło:
    Problemy Prawa Prywatnego Międzynarodowego; 2020, 26; 71-89
    1896-7604
    2353-9852
    Pojawia się w:
    Problemy Prawa Prywatnego Międzynarodowego
    Dostawca treści:
    Biblioteka Nauki
    Artykuł
    Tytuł:
    Wpływ przepisów wymuszających swoje zastosowanie na rozstrzyganie spraw spadkowych pod rządami rozporządzenia Parlamentu Europejskiego i Rady (UE) Nr 650/2012
    The influence of the overriding mandatory rules on decision making in succession matters under the EU Regulation 650/2012
    Autorzy:
    Żarnowiec, Łukasz
    Powiązania:
    https://bibliotekanauki.pl/articles/782438.pdf
    Data publikacji:
    2019
    Wydawca:
    Wydawnictwo Uniwersytetu Śląskiego
    Tematy:
    Succession Regulation
    succession matters
    choice of law
    connecting factor
    applicable law
    overriding mandatory provisions
    Opis:
    Since August 17, 2015 the courts of the Member States of the European Union apply the conflict-of-laws rules adopted in the EU Succession Regulation (EU) in succession matters. From the Polish point of view, this constitutes not only the change of the rules applied for the purposes of determining jurisdiction and the applicable law, but also a new approach to the overriding mandatory provisions. Contrary to other European instruments of private international law, the Succession Regulation neither uses the term “overriding mandatory provisions”, nor defines its meaning. Nevertheless, in Article 30 the Regulation provides for application - irrespective of the law applicable to the succession under its conflict rules - of the special rules of the State, where certain immovable property, enterprises or other special categories of assets are located, and which - for economic, family or social considerations - impose restrictions concerning or affecting the succession in respect of those assets, in so far as, under the law of that State, they are applicable irrespective of the law applicable to the succession. The interpretation of this provision cause difficulties. It is not clear whether the concept of the special provisions embodied in Article 30 refers to the concept of overriding mandatory rules, well known in the European private international law, or whether it constitutes an original solution. Another controversial issue discussed in the paper is the relevance of the mandatory rules of the forum or the third State other than those mentioned in Article 30.
    Źródło:
    Problemy Prawa Prywatnego Międzynarodowego; 2019, 25; 43-65
    1896-7604
    2353-9852
    Pojawia się w:
    Problemy Prawa Prywatnego Międzynarodowego
    Dostawca treści:
    Biblioteka Nauki
    Artykuł
    Tytuł:
    La réserve héréditaire dans le re`glement 650/2012 sur les successions
    Autorzy:
    Lagarde, Paul
    Powiązania:
    https://bibliotekanauki.pl/articles/1030035.pdf
    Data publikacji:
    2020-06-29
    Wydawca:
    Wydawnictwo Uniwersytetu Śląskiego
    Tematy:
    forced heirship rights
    forced heirs
    EU Succession Regulation
    hereditary reserve
    public policy exception
    private international law
    Opis:
    The article addresses the issues relating to the protection of forced heirs in international context with a particular focus on the provisions of the EU Succession Regulation pertaining thereto. It contrasts common law tradition with the solutions adopted in French law, whereby certain relatives are entitled to the hereditary reserve (la réserve héréditaire). The author discusses selected examples taken from a body of French case-law dealing with the issue in question. Amongst the cases touched upon by the author are those concerning the successions of Johnny Hallyday and Maurice Jarre, which were two cases widely discussed in the recent French jurisprudence.
    Źródło:
    Problemy Prawa Prywatnego Międzynarodowego; 2020, 26; 9-14
    1896-7604
    2353-9852
    Pojawia się w:
    Problemy Prawa Prywatnego Międzynarodowego
    Dostawca treści:
    Biblioteka Nauki
    Artykuł
    Tytuł:
    The Capacity and the Quality of Heir. Possible Interaction with Preliminary Questions
    Autorzy:
    Bariatti, Stefania
    Powiązania:
    https://bibliotekanauki.pl/articles/1029992.pdf
    Data publikacji:
    2020-06-29
    Wydawca:
    Wydawnictwo Uniwersytetu Śląskiego
    Tematy:
    private international law
    EU Succession Regulation
    capacity of heir
    legal capacity
    preliminary questions
    personal status
    family relationships
    Opis:
    The article contains an overview of the rules relating to the scope of application of the EU private international law regulations. It addresses the treatment of the relevant preliminary questions, with special reference to the Succession Regulation. The issues are discussed in three steps. The first is connected with the way of interpreting the notions and concepts, such as marriage, adoption, legal capacity etc., where such matters as personal status, legal capacity or family relationship may come to the foreground as a preliminary question. The second is dealing with the law applicable to the preliminary question. The author compares pros and cons of the “independent reference” (lex fori) and the “dependent reference” (lex causae) solutions, considering the latter as less effective, producing more negative consequences. The third step embraces questions relating to the jurisdiction with respect to preliminary question.
    Źródło:
    Problemy Prawa Prywatnego Międzynarodowego; 2020, 26; 57-70
    1896-7604
    2353-9852
    Pojawia się w:
    Problemy Prawa Prywatnego Międzynarodowego
    Dostawca treści:
    Biblioteka Nauki
    Artykuł
    Tytuł:
    Odrzucenie spadku w świetle wyroku TSUE z 2 czerwca 2022 r. (C-617/20)
    Waiver of Succession in light of the CJEU’s Judgment of 2 June 2022 (C-617/20)
    Autorzy:
    Pazdan, Jadwiga
    Powiązania:
    https://bibliotekanauki.pl/articles/20750263.pdf
    Data publikacji:
    2022
    Wydawca:
    Wydawnictwo Uniwersytetu Śląskiego
    Tematy:
    the EU Succession Regulation
    habitual residence
    acceptance of waiver of the succession, of a legacy or of a reserved share
    substantive validity
    jurisdiction
    case C 617/20
    Opis:
    The jurisdiction provided for in Article 13 of Regulation 650/2012 is ancillary to the jurisdiction regulated in Articles 4—11 of the Regulation. It covers only the declarations described in this provision. Their content is determined by the law applicable to succession. Jurisdiction under Article 13, on the other hand, does not cover the consequences of the silence of a candidate for an heir. The effects of the waiver of the succession are assessed according to the provisions of the law applicable to succession even if the waiver occurred within the jurisdiction of Article 13 of the Regulation. In the case before the CJEU, the Bremen court of succession held that since it had not been served with the original document containing the waiver of the succession with an official translation into German within the deadline set by the law application to succession (Section 1944(3) BGB), there had been no effective waiver of the succession. Responding to the preliminary questions of the German court of second instance, the CJEU correctly stated that in the case of waiver of the succession in the state, in which the waiving heir has his or her habitual residence, it is sufficient to comply with the form requirements provided for by the law of the state in which that declaration is made, without a necessity to comply with the requirements of the lex successionis. On the basis of legis processualis, the German court of succession could have requested that translation into German of the documents drawn up in Dutch is submitted. On the same basis, it could also have demanded the submission of the originals of the above documents. However, it incorrectly held that these acts must be completed within the time limit for waiver of succession provided for in the legis successionis. It is also clear that the failure of the heir waiving the succession to comply with the instruction contained in the last sentence of recital 32 of the Regulation (paragraph 74) regarding the obligation to give notice of waiver, does not render the waiver invalid. It seems desirable in future, however, to explicitly include in the Regulation the obligation to notify the court of succession of the waiver, in the country of habitual residence of the waiving heir.
    Źródło:
    Problemy Prawa Prywatnego Międzynarodowego; 2022, 30; 139-172
    1896-7604
    2353-9852
    Pojawia się w:
    Problemy Prawa Prywatnego Międzynarodowego
    Dostawca treści:
    Biblioteka Nauki
    Artykuł
    Tytuł:
    Pozycja prawna notariusza w sprawach spadkowych o charakterze transgranicznym Glosa do wyroku Trybunału Sprawiedliwości Unii Europejskiej w sprawie C-658/17 WB
    The position of a notary in transnational succession law matters. A note on the judgment of the Court of Justice of European Union in case C-658/17 WB
    Autorzy:
    Konieczna, Kinga
    Powiązania:
    https://bibliotekanauki.pl/articles/1030065.pdf
    Data publikacji:
    2020-12-29
    Wydawca:
    Wydawnictwo Uniwersytetu Śląskiego
    Tematy:
    Regulation (EU) 650/2012
    succession
    deed of succession certification
    notary public
    Opis:
    The commentary presents an analysis of a thesis presented by the Court of Justice of the European Union in Judgment of 23rd of May 2018. The question referred to the Court in case C-658/17 WB concerned legal definition of a ‚court’ and legal classification of the national deed of certification of succession under the provisions of Regulation(EU) No 650/2012. The Judgment states that notary in Poland that draw up a deed of certificate of succession at the unanimous request of all the parties, does not constitute a ‚court’ within the meaning of that provision. Subsequently, a deed drawn up by such authority does not constitute a ‘decision’ within the meaning of that provision. The Judgment is particularly relevant since its impact extends to national certificates of succession issued by notaries in other countries, that are part of the Latin part notary system. In conclusion it is indicated, that the Judgment rendered by Tribunal, although highly rightful, relates to merely one of numerous issues concerning use of authentic documents in cross-border succession cases.
    Źródło:
    Problemy Prawa Prywatnego Międzynarodowego; 2020, 27; 303-317
    1896-7604
    2353-9852
    Pojawia się w:
    Problemy Prawa Prywatnego Międzynarodowego
    Dostawca treści:
    Biblioteka Nauki
    Artykuł
    Tytuł:
    Spadek po Emilii: studium przypadku z zakresu międzynarodowego prawa spadkowego i przepływu dokumentów w Unii Europejskiej
    Emilia’s Succession Estate: A Case Study on International Succession and the Free Movement of Documents in the European Union
    Autorzy:
    Zachariasiewicz, Maciej
    Powiązania:
    https://bibliotekanauki.pl/articles/20755255.pdf
    Data publikacji:
    2022
    Wydawca:
    Wydawnictwo Uniwersytetu Śląskiego
    Tematy:
    international succession law
    regulation 650/2012
    regulation 2016/1191
    free movement of documents
    inheritance
    same-sex marriages and partnerships
    Opis:
    The presented case study builds upon a fictious factual scenario involving transnational succession. It tells a story of Emilia — a national of a Member State who emigrates to another Member State, establishes a successful business and marries a national of that other State — also a women. She dies during COVID-19 pandemic and leaves an estate comprising immovables and other assets located in a number of states. The case study touches upon various legal questions arising under Regulation 650/2012, Regulation 2016/1191, and the Hague Apostille Convention. It invites the trainers and students to consider concepts such as the place of habitual residence of the deceased, the European Succession Certificate and the national instruments certifying the inheritance, as well as the will and the donatio mortis causa. It asks questions relating to the formalities that are necessarily to complete a transnational succession. Notably, it lays out a problem whether a succession in a same-sex marriage — concluded validly in one Member State — should be accepted in another Member State that does not know such a concept in its domestic law.
    Źródło:
    Problemy Prawa Prywatnego Międzynarodowego; 2022, 30; 173-202
    1896-7604
    2353-9852
    Pojawia się w:
    Problemy Prawa Prywatnego Międzynarodowego
    Dostawca treści:
    Biblioteka Nauki
    Artykuł
    Tytuł:
    The Influence of Bilateral Treaties with Third States on Jurisdiction and Recognition of Decisions in Matters on Succession — Polish Perspective
    Autorzy:
    Rylski, Piotr
    Powiązania:
    https://bibliotekanauki.pl/articles/1029995.pdf
    Data publikacji:
    2020-06-29
    Wydawca:
    Wydawnictwo Uniwersytetu Śląskiego
    Tematy:
    bilateral treaties
    Regulation (EU) No 650/2012
    inheritance proceedings
    international jurisdiction
    recognition and enforcement of decisions in matters of succession
    Opis:
    The aim of the study is to discuss the impact of bilateral international treaties concluded by EU Member States with third countries on jurisdiction and recognition of judgments in matters of succession from Polish perspective. The author discusses the main problems in the interpretation of Article 75 of Regulation 650/2012 and the possible conflict of this solution with the Treaty on the Functioning of the EU. The article indicates also practical problems related to the collision of bilateral treaties and Regulation No 650/2012 regarding, for example, the possibility of concluding choice-of-court agreements, recognition of foreign judgments in matters of succession and the possibility of issuing the European Certificates of Succession.
    Źródło:
    Problemy Prawa Prywatnego Międzynarodowego; 2020, 26; 91-105
    1896-7604
    2353-9852
    Pojawia się w:
    Problemy Prawa Prywatnego Międzynarodowego
    Dostawca treści:
    Biblioteka Nauki
    Artykuł
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