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    Wyświetlanie 1-3 z 3
    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:
    Sprawy spadkowe w umowie polsko-ukraińskiej z 1993 r.
    Matters of succession in the Agreement of 1993 between Poland and Ukraine
    Autorzy:
    Pazdan, Maksymilian
    Powiązania:
    https://bibliotekanauki.pl/articles/21151099.pdf
    Data publikacji:
    2022-12-14
    Wydawca:
    Wydawnictwo Uniwersytetu Śląskiego
    Tematy:
    umowa polsko-ukraińska z 1993
    statut spadkowy
    spadek bezdziedziczny
    testament
    konwencyjna klauzula zgodności
    wybór prawa
    jurysdykcja w sprawach spadkowych
    zasada równego traktowania
    agreement of 1993 between Poland and Ukraine
    law applicable to succession
    estate without a claimant
    will
    general compatibility clause provided for in international agreement
    choice of applicable law
    jurisdiction in matters of succession, principle of equal treatment
    Opis:
    The article is dedicated to the matters of succession in the Agreement of 1993 on Legal Aid concluded between Poland and Ukraine. The author touches upon a number of issues. First, he discusses the role of the “general compatibility clause” provided for in Article 97 of the 1993 Agreement. He concludes that the clause does not produce effects with regard to the Regulation (EU) No 650/2012. Under the “general compatibility clause”, in all situations where the 1993 Agreement does not provide for a rule being the equivalent of the rules laid down in the Hague Convention of 1961 determining the law applicable to the form of a testamentary disposition, in Poland, in relations between Poland and Ukraine, the law applicable to the form of a testament is to be determined pursuant to the provisions of the Hague Convention of 1961.Second, the author discusses the conflict-of-laws rules set out in the Agreement which designate, as the applicable law, either Polish or Ukrainian law. He contends that where the deceased is a Polish and Ukrainian national, in order to determine which of those nationalities have to be taken into account for the purposes of Article 37 (1) of the 1993 Agreement, the criterion of the most effective (more closely connected) nationality should be relied on. However, the situations that involve a deceased of Polish or Ukrainian nationality, who is also a third-State national, do not fall within the scope of the 1993 Agreement. The application of the 1993 Agreement is, on the other hand, not barred by the fact that an immovable property in a third State forms part of the estate. Jurisdiction and the law applicable to the succession of such immovable property must be determined, both in Poland and in Ukraine, pursuant to their general conflict-of-laws regulations on matters of succession. The author explains also that the drafters of the 1993 Agreement (in Articles 37 (1) and (2)) ruled out the principle of unity of succession in favour of the principle of scission, employing the connecting factors of nationality and of location of the immovable property. This results in numerous complications in the determination of the applicable law and in its application. However, the law applicable to succession determined on the basis of Article 37 (1) and (2) of the 1993 Agreement of 1993 governs the succession as a whole, with the exception of issues covered by other rules provided for in that agreement (for example, Article 39) and of the issues that do not fall within its scope of the 1993 Agreement. Although Article 39 (1) of the 1993 Agreement expressly mentions only consequences of defective consent, there is no doubt that the said rule also covers the legal requirements for effective declaration of consent.Third, the author addresses the function of Article 38 of the 1993 Agreement, which is a substantive law provision on the estate without a claimant. This provision enjoys priority over Article 33 of the Regulation No 650/2012. Article 38 solely determines the State (Poland or Ukraine) acquiring the estate without a claimant. The concerned State enjoys the competence to designate the entity that will become the subject of rights and obligations forming part of the estate without a claimant.Finally, the author comments on the pending case resulting from the preliminary question posed by the Opole District Court (Sąd Okręgowy, case no II Czz. 438/21). The Opole Court requested from the European Court a ruling on whether a Ukrainian national residing in Poland may, under Article 22 of the Regulation No 650/2012, choose Ukrainian law. The author suggests, that — although not without a doubt — it is tempting to answer this question in the affirmative. The argument here is that the freedom to choose the applicable law in matters of succession falls entirely outside the ambit of the 1993 Agreement and so the Agreement does not preclude the choice.
    Źródło:
    Problemy Prawa Prywatnego Międzynarodowego; 2022, 31; 133-161
    1896-7604
    2353-9852
    Pojawia się w:
    Problemy Prawa Prywatnego Międzynarodowego
    Dostawca treści:
    Biblioteka Nauki
    Artykuł
    Tytuł:
    O rozgraniczaniu statutów i wsysaniu regulacji prawnej (na przykładzie prawa stosowanego do oceny różnych aspektów powołania i funkcjonowania wykonawcy testamentu i zarządcy sukcesyjnego przedsiębiorstwem)
    On delineating the scope of applicable laws (using the example of the law relevant for the executor of the will and the succession administrator of the enterprise)
    Autorzy:
    Pazdan, Maksymilian
    Powiązania:
    https://bibliotekanauki.pl/articles/1030075.pdf
    Data publikacji:
    2020-12-10
    Wydawca:
    Wydawnictwo Uniwersytetu Śląskiego
    Tematy:
    executor of the will
    succession administrator of the estate
    lex successionis
    the law applicable to the administration of the estate
    absorbing rules into legis successionis
    partial issue
    preliminary issue
    Opis:
    The position of the executor of the will is governed by the law applicable to succession (Article 23(2)(f) of the EU Regulation 650/2012), while the position of the succession administrator of the estate of a business of a physical person located in Poland is subject to the Law of 5 July 2018 on the succession administration of the business of a physical person (the legal basis for such solution is in Article 30 of the EU Regulation 650/2012). However, if the court needs to determine the law applicable to certain aspects of appointing or functioning of these institutions, which have a nature of partial or preliminary questions, these laws will apply, as determined in line with the methods elaborated to deal with partial and preliminary questions in private international law. The rules devoted to the executors of wills are usually not self-standing. In such situations, the legislators most often call for supportive application of the rules designed for other matters existing in the same legal system (here — of the legis successionis). This is referred to as the absorption of the legal rules.
    Źródło:
    Problemy Prawa Prywatnego Międzynarodowego; 2020, 27; 159-177
    1896-7604
    2353-9852
    Pojawia się w:
    Problemy Prawa Prywatnego Międzynarodowego
    Dostawca treści:
    Biblioteka Nauki
    Artykuł
      Wyświetlanie 1-3 z 3

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