Conflicts in the Cathedral: Towards a Theory of Property Rights in Private International Law

2000 ◽  
Author(s):  
Michael J. Whincop
2018 ◽  
Vol 10 (1) ◽  
pp. 70
Author(s):  
Esperanza Castellanos Ruiz

Resumen: El Reglamento 650/2012 del Parlamento Europeo y del Consejo, de 4 de julio de 2012, relativo a la competencia, la ley aplicable, el reconocimiento y la ejecución de las resoluciones, a la aceptación y la ejecución de los documentos públicos en materia de sucesiones mortis causa y a la creación de un certificado sucesorio europeo ha venido a unificar las soluciones tan dispares de Derecho internacional privado que existían en el ámbito de la Unión Europea en materia sucesoria. Reconociendo el esfuerzo de los Estados miembros por coordinar la unificación de las normas de Derecho internacional privado en este área, su aplicación no está exenta de problemas con otras materias que afectan directamente a la regulación de la sucesión de una persona, como sucede, por ejemplo, con la regulación de los derechos reales que pueden afectar a los bienes de la masa hereditaria. Partiendo de que no existe una unificación de las normas de Derecho internacional privado en materia de transmisión de la propiedad de los bienes y de los derechos reales, en general, reconocidos por los distintos Estados miembros se pueden plantear muchos problemas teniendo en cuenta la existencia de un numerus clausus de derechos reales y los distintos sistemas de inscripción registral contemplados para la adquisición de tales derechos reales. Los artículos 1 y 23 del Reglamento sucesorio intentan solucionar este conflicto. Representan las dos caras de una misma moneda pues regulan el ámbito de aplicación de la lex successionis en sentido negativo y en sentido positivo, respectivamente. Por un lado, el artículo 1 recoge las cuestiones excluidas del ámbito de aplicación del Reglamento y, por otro lado, el artículo 23 recoge las cuestiones incluidas en su ámbito de aplicación. Sin embargo, la colisión se plantea en relación con la aplicación de la lex rei sitae a determinadas cuestiones sucesorias que están incluidas en el ámbito de aplicación de la lex succesionis a las que hay que aplicar cumulativamente la dos Leyes. Así, la Ley sucesoria regula la transmisión a los herederos, y en su caso, a los legatarios, de los bienes que integran la herencia, según recoge la letra e) del artículo 23.2, y las letras k) y l) del artículo 1.2, excluyen de la aplicación de la ley sucesoria la naturaleza de los derechos reales y cualquier inscripción de derechos sobre bienes muebles o inmuebles en un registro; cuestiones que, en la mayoría de los casos, quedan sometidas a la lex rei sitae o lex registrationis. Este conflicto de leyes es lo que ha provocado la primera decisión del TJUE sobre el Reglamento sucesorio: Sentencia del Tribunal de Justicia de la Unión Europea, Sala Segunda, de 12 de octubre de 2017: Kubicka.Palabras clave: Sucesión internacional, lex successionis, lex rei sitae, lex registrationis, ámbito de la ley aplicable, derechos reales, derechos de propiedad, legatum per vindicationem y per damnationem.Abstract: Regulation (EU) no. 650/2012 of the European Parliament and the Council of 4 July2012 on jurisdiction, applicable law, recognition and enforcement of decisions and acceptance and enforcement of authentic instruments in matters of succession and on the creation of a European Certificate of Succession is one of the most important results hitherto achieved for codifying private international law which the European Union. Recognizing the effort of the Member States to coordinate the unification of the rules of private international law in this area, its application is not exempt from problems with other areas that directly affect the regulation of the succession of a person, as happens for example with the regulation of property law that may affect the inheritance assets. Recognition of foreign property law may create problems in light of a Member State’s numerus clausus of property rights and differing land registration regimes. The study of the matters governed by the lex successionis, listed in article 23.2 ESR, must be done taking into account article 1.2 ESR, setting out the issues which are excluyed from the lex successionis scope. Often the exclusion or inclusion of particular matters from or within the scope of application of the lex successionis are two sides of the same coin. In other words, article 1.2 ESR governs the scope of application in a negative sense and article 23.2 ESR in a positive sense. However, the collision arises in relation to the application of the lex rei sitae to certain inheritance questions that are included in the scope of application of lex successionis to which the two Acts must be applied cumulatively. This is what happens with the regulation by lex successionis of the transfer to the heirs and, as the case may be, to the legatees of the assets, rights and obligations forming part of the estate, including the conditions and effects of the acceptance or waiver of the succession or of a legacy, according to letter e) of art. 23.2, bearing in mind that the letters k) and l) of art. 1.2, exclude from the application of the succession law the nature of rights in rem; and any recording in a register of rights in immovable or movable property, including the legal requirements for such recording, and the effects of recording or failing to record such rights in a register; issues that, in most cases, are subject to the lex rei sitae or lex registrationis. This conflict of laws is what led to the first decision of the CJEU on the Succession Regulation: Judgment of the Court of Justice of the European Union, Second Chamber, of October 12, 2017: Kubicka.Keywords: International succession, lex successionis, lex rei sitae, lex registrationis, the scope of the aplicable law, rights in rem, property rights, legatum per vindicationem y per damnationem 


2019 ◽  
Vol 24 ◽  
pp. 141-168
Author(s):  
Katarzyna Anna Dadańska

In international trade, it is essential to determine the scope of the law applicable to property rights, i.e. the law applicable to the assessment of rights in rem. Article 41 of the Polish Private International Law Act uses the connecting factor of the situs rei. The competence of legis rei sitae regarding rights in rem should not be challenged when the subject of rights in rem is tangible property. If, however, the subject of rights in rem is not a tangible object but in a claim or other type of a right, then there is an urgent need to seek other ways of establishing the law applicable to the formation of such rights. In addition, there is a recurrent problem with the proper delimitation with the laws applicable to other issues, i.e. the determination of the law applicable to the assessment of the effectiveness of the acquisition of a limited right in rem, and the question of the so-called adaptation and qualification. The purpose of the present study is to determine the law applicable to the establishment of limited property rights. Using the dogmatic-legal, comparative and complementary historical methods, the provisions of Article 41 of the Private International Law Act are evaluated, and conclusions are drawn de lege ferenda.


Author(s):  
Daria Lytvynenko ◽  
◽  
Inessa Shumilo ◽  

The scientific article raises the issue of contractual inheritance regulation in private international law. Inheritance is defined as a guarantee of human property rights on the legal basis of many countries in the world, as an important institution of law which requires additional research due to foreign element complications. The article contains examples of how countries define and regulate this issue differently at the legislative level. The views of scientists have been considered and the concept of "inheritance statute" has been formed, which is characterized by its multifaceted composition. To determine it in international practice two approaches are used, which depend on the nature of the property, whether it is movable or immovable. Spain and Quebec have been analyzed as representatives of the application of different approaches. It has been emphasized that the inheritance of real estate is more understandable in contrast to the inheritance of movable property, which is complicated by different mechanisms of state regulation. Hereditary and obligatory statutes have been considered and explained. The article draws attention to the problem of splitting the inheritance statute in private international law, which is common in nature, because it is due to the existence of several possible legal systems to regulate such legal relations. It has been pointed out that this issue is a kind of gap in the establishment of relations with a foreign element and, accordingly, necessarily requires detailed study and research, and as a consequence, the separation of contractual inheritance statute at the regulatory level. This need is primarily due to the fact that there are difficulties in establishing the governing law caused by several statutes and connecting factors, because the imperfection of the connecting mechanisms prevents the establishment of contractual inheritance at the appropriate level.


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