scholarly journals Lex Succesionis – the Determination of Applicable Law of Inheritance in Private International Law

2021 ◽  
Vol 8 (1) ◽  
pp. 19-28
Author(s):  
Georgeta Cretu ◽  
Dumitrita Florea

The physical death of man leads, from a legal point of view, to the loss of the status of subject of law, but his patrimony, rights and obligations of patrimonial character, remain. Also, the deceased traditionally enjoys a certain respect, being protected, meaning that there was talk of a right of corpses to protect the privacy of their own image, a right to their integrity, a right to peace of last place and a right to respect for the memory of the deceased. The Civil Code in Articles 78 to 81 expressly provides for the regulation of rules likely to protect the non-patrimonial rights of the deceased person under the name of „Respect due to the person and after his death”. Thus, according to art. 80 paragraph (Lupaşcu, 2012, p. 112) of the Civil Code: „any person may determine his own funeral and may dispose of his body after death. In the case of those who do not have the capacity to exercise or those who have a limited capacity to exercise, the written consent of the parents or, as the case may be, of the guardian is also required”. Without the regulations regarding the respect of the natural person and after his death being irrelevant, the regulations regarding the fate of the deceased person's patrimony are much wider and more complex, making up the matter of successions. In art. 953 C. Civ, the inheritance is defined as the transmission of the patrimony of a deceased natural person to one or more persons in existence. The current Civil Code often uses the notion of inheritance, but the notion of succession has the same meaning, except that it is used less often.

Author(s):  
Cupido Robin

This chapter discusses Mauritian perspectives on the Hague Principles. The Code Civile Mauricien (Mauritian Civil Code) governs most private and commercial law matters and is thus one of the main sources of Mauritian law. Another main source is the Constitution of Mauritius 1968. It is important to note that there is no constitutional imperative for courts to consider international law when interpreting legislation, which could be a contributing factor to the lack of development of a cohesive private international law regime in Mauritius. The Law Reform Commission of Mauritius has thus been reviewing the status of private international law in Mauritius over the past five years and has issued several reports and studies on the matter. The chapter then investigates the extent to which Mauritian private international law already reflects the content of the Hague Principles and how this set of principles could influence the future development of the conflict of laws in Mauritius.


Author(s):  
Monika Pauknerová

Private international law smoothes the edges of civilian law and common law thanks to its specific legislative and technical structure. Conflict-of-law rules are considered to be neutral, and therefore more appropriate for unification, than substantive rules because countries are prepared to surrender their own individual solutions for the sake of uniform international or supranational regulation. This is evident in the successful unification of conflict-of-law rules at the global and European Union levels, as compared with the less common partial unifications of substantive rules. The paper illustrates several examples of unilateral legal acts in the European space, how diverse may be their substantive qualification in different legal systems, and what impacts these substantive differences may have upon the determination of the applicable law for obligations under European conflict-of-law rules. From the perspective of the conflict of laws, an issue remains open regarding what approach should be taken where a uniform legislative instrument – namely a European Regulation – fails to include a particular institution or act either expressly or impliedly.


2020 ◽  
Author(s):  
Florian Keßenich

This study develops a consistent concept for the application of the special conflicts law rule of Art. 17 of the Rome II Regulation. The concept developed is subjected to a case study in cross-border prospectus liability law. The work is the first to demonstrate that Art. 17 of Rome II can be used to take into account the law of the marketplace in a methodologically convincing manner, and it thus makes a contribution not only to general private international law but also to international capital markets law. In particular, economic reasons demand a link to the marketplace where securities have been issued. However, according to the current legal situation, the different residence rights of the investors have to be applied. As a consequence, the applicable law is fragmented from the issuer’s point of view (mosaic principle). This inappropriate situation can be corrected with the help of Art. 17 of Rome II, and the study’s findings can be extended to other fields of law.


2018 ◽  
Vol 1 (1) ◽  
pp. 11-37
Author(s):  
Carmen Tiburcio

The paper is intended to provide an overview of Private International Law in Brazil. With this purpose, it presents in broad lines the subject matters of the discipline, undertaking, whenever possible, comparisons with the contours given to it in the United States. In sum, the text deals with the acquisition of Brazilian nationality, the status of aliens, the determination of the applicable legislation to legal relationships with international connections – which includes the exam of Brazilian connecting rules and principles of Private International Law – and the exercise of Brazilian jurisdiction.


2018 ◽  
Vol 10 (1) ◽  
pp. 127
Author(s):  
María Asunción Cebrián Salvat

Resumen: El nuevo Reglamento 1104/2016 se ocupa de la competencia judicial internacional, la Ley aplicable y el reconocimiento de decisiones relativas a los efectos patrimoniales de las uniones de hecho registradas. ¿Pero qué ocurre con los efectos patrimoniales de las uniones de hecho no registradas? Estas comunidades de vida, cada vez más comunes en España, conllevan también consecuencias económicas. Cuando se acaba el amor empiezan los litigios. Los integrantes de la pareja pueden reclamar alimentos debidos, pensión por desequilibrio, adjudicación de la vivienda y del ajuar familiar o posibles derechos sucesorios. En este trabajo se analizará la competencia judicial internacional y la Ley aplicable al patrimonio de las parejas de hecho no registradas en Derecho internacional privado español.Palabras clave: Normas de producción interna, competencia judicial internacional, ley aplicable, parejas de hecho, parejas no casadas, uniones de hecho.Abstract: New Regulation 1104/2016 deals with the assessment of international jurisdiction, applicable law and extraterritorial validity of decisions relating to the patrimonial effects of registered partnerships. The patrimonial effects of unregistered couples remain subject to domestic rules. These unions are more and more common in Spain and they also entail economic consequences. When love ends, litigation starts. The former partners can proceed against each other claiming for maintenance, compensatory allowances, rights of use and occupancy of the house or household effects and potential inheritance rights. This paper addresses the determination of international jurisdiction and applicable law on these matters under Spanish private international law.Keywords: Domestic rules, international jurisdiction, applicable law, civil partnerships, unmarried couples, de facto unions.


Author(s):  
Alfonso-Luis Calvo Caravaca

RESIDÊNCIA HABITUAL E LEI APLICÁVEL À SUCESSÃO CAUSA MORTIS INTERNACIONAL*  HABITUAL RESIDENCE AND APPLICABLE LAW TO INTERNATIONAL CAUSA MORTIS SUCCESSION  Alfonso-Luis Calvo Caravaca**   RESUMO: O objetivo deste artigo é analisar o conteúdo do Regulamento (UE) 650/2012 do Parlamento Europeu e do Conselho em relação à determinação da lei aplicável. A norma traz em seu texto um critério objetivo para determinar a lei aplicável aos casos concretos: a residência habitual do falecido ao tempo do óbito. Este fator de conexão é analisado, bem como a cláusula de exceção a sua aplicação. Os conceitos de residência habitual e da cláusula de exceção, as vantagens e os inconvenientes da aplicação do Regulamento (UE) 650/2012 e alguns casos concretos relativos a sucessões internacionais são apresentados. PALAVRAS-CHAVE: Lei aplicável. Direito Europeu. Direito Internacional Privado Europeu. Residência Habitual. Jurisdição Internacional. Sucessões. ABSTRACT: The aim of this article is to analyse the content of the European Union Succession Regulation (EU) 650/2012 concerning the determination of the applicable law. The Regulation contains objective standards to determine the applicable law in concrete cases: the habitual residence of a person at the time of its death. This connecting factor is analysed, as well as the exception clause and its application. The concepts of habitual residence and the exception clause, the advantages and the inconveniences of the application of the Regulation (EU) 650/2012 and some concrete cases related to cross borders successions were examined. KEYWORDS: Applicable Law. European Law. European Private International Law. Habitual Residence. International Jurisdiction. Succession. SUMÁRIO: Introdução. 1 Determinação da Lei Aplicável: o Critério Objetivo. 1.1 A Residência Habitual do Falecido ao Tempo do Óbito. 1.1.1 Conceito de “Residência Habitual”. 1.1.2 Grupos de Casos. 1.1.3 Vantagens e Inconvenientes da nova Regulamentação. 1.2 A Cláusula de Exceção. 1.2.1 Conceito e Crítica. 1.2.2 Pressupostos e Consequências Jurídicas. Referências.* Tradução de Silvio Brambila Fragoso Junior, mestrando do Program de Pós-Graduação em Direito da Universidade Federal do Rio Grande do Sul.** Catedrático de Direito Internacional Privado da Universidad Carlos III de Madrid, Espanha. Doutor em Direito pela Università di Bologna, Itália. 


2019 ◽  
Vol 25 ◽  
pp. 43-65 ◽  
Author(s):  
Łukasz Żarnowiec

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.


Author(s):  
I. Dikovska

The purpose of this paper is to determine the ways of synchronization of applicable law with forum in succession and matrimonial property matters under the EU Succession Regulation and the EU Matrimonial Property Regulation and the rules which may determine international jurisdiction and applicable law in Ukraine as well as answer the question on whether the rules of the Law of Ukraine on Private International Law which ensure synchronization of applicable law with forum in succession and matrimonial property matters match the needs of legal regulation of private relationships. The application of comparative, dialectical and formal-logical methods allowed concluding that synchronization of the applicable law with forum is provided by using of the same criteria for the determination of international jurisdiction and applicable law. The rules which ensure synchronization can: 1) necessarily lead to the application of the court's own law in some private legal matters; 2) be an alternative to the other methods of determination of the applicable law and international jurisdiction which is applied if the parties to the respective relationship conclude the choiceof-law and choice-of-court agreements linking to the law and the court of the same state. Synchronization of the law with the forum in matrimonial property matters is possible under of the Law of Ukraine 'On Private International Law' if the spouses have concluded the choice-of-law and choice-of-court agreements and in some other cases. It has been proved that the rules of the Law of Ukraine 'On Private International Law' which apply dualistic approach for determination of the law governing succession relationships does not allow to achieve synchronization of the applicable law with the forum in succession matters in all cases. It has been demonstrated that the presence of immovable property in the estate located abroad leads to the application of a foreign law to the succession of such property, even if a deceased, being a citizen of Ukraine, has chosen in his will the law of Ukraine as the law applicable to the succession. It has been concluded that the Law of Ukraine 'On Private International Law' should be amended in such a way that the choice of the law applicable to the succession made by a deceased in the will should cover the succession of movable and immovable property regardless of its location. Keywords: synchronization of law with the forum; law applicable to succession; international jurisdiction in succession matters; international jurisdiction in family matters; Succession Regulation; Matrimonial Property Regulation; Agreement between Ukraine and the Republic of Poland on legal assistance and legal relations in civil and criminal matters; Law of Ukraine 'On Private International Law'.


2018 ◽  
Vol 1 (1) ◽  
pp. 11-37
Author(s):  
Carmen Tiburcio

The paper is intended to provide an overview of Private International Law in Brazil. With this purpose, it presents in broad lines the subject matters of the discipline, undertaking, whenever possible, comparisons with the contours given to it in the United States. In sum, the text deals with the acquisition of Brazilian nationality, the status of aliens, the determination of the applicable legislation to legal relationships with international connections – which includes the exam of Brazilian connecting rules and principles of Private International Law – and the exercise of Brazilian jurisdiction.


Author(s):  
Ibrahim Badr Yehya Ikram

This chapter presents Egyptian perspectives on the Hague Principles. The Egyptian private international law rules for international commercial contracts are found mainly in the Egyptian Civil Code no 131/1948 and the Egyptian Arbitration Code no 27/1994. Egyptian private international law, in general, accepts party autonomy as a private international law rule for determining the applicable law to international contracts. However, the Egyptian legislature has decided to exclude certain contracts, such as contracts for the transfer of technology and commercial agency, from the private international law rule in respect of party autonomy. To date, the Egyptian government has not expressed any plans to revise Egyptian private international law, despite some Egyptian scholars believing that the Egyptian conflicts rules are outdated and in desperate need of being replaced with more modern rules in this regard. Nonetheless, Article 24 of the Egyptian Civil Code allows the Egyptian Courts to resort to ‘[t]he principles of private international law [which] apply in the case of conflict of laws for which no provision is made in the preceding articles’. In principle, the courts are therefore allowed to refer to the Hague Principles to supplement either Article 19 of the Egyptian Civil Code or Article 39 of the Egyptian Arbitration Code.


Sign in / Sign up

Export Citation Format

Share Document