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Międzynarodowe prawo spadkowe Unii Europejskiej a państwa trzecie. Rozważania na tle publikacji pod redakcją Anatola Dutty i Wolfganga Wurmnesta

100%

Pacuła K.

Kwartalnik Prawa Prywatnego

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2020

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vol. 29

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issue 4

755-776

EN

The author’s reflections contained in the present paper were inspired by the collective work entitled ‘European Private International Law and Member State Treaties with Third States. The Case of the European Succession Regulation’ and co-edited by A. Dutta and W. Wurmnest. The discussion on its content presents an opportunity to provide the author’s take on various issues touched upon in the book that pertain to the interplay between the Succession Regulation and international agreements, which – according to Article 75 of the Regulation – enjoy priority over the provisions of that instrument of EU private international law. In the first part of the paper, the very notion of the ‘European private international law’ is put under scrutiny. It is proposed that due to its multiple possible readings, at least in some contexts the notion of the ‘EU private international law’ might be preferred. Next, the paper analyses the notion of ‘third states’ and contends that this notion does not have to be interpreted in a uniform way across the Succession Regulation. The second part of the paper discusses the national reports that form a major part of the book and aim to present the interplay between EU international succession law and international agreements from the perspective of Member States. Here, the contribution presenting the perspective of the European Union is also discussed. It is argued that the latter perspective should not be narrowed down solely to the pursuit of the Succession Regulation exclusivity within the territory of the EU. The third part of the paper aims to complement the two previously mentioned perspectives with some observations relating to the aforementioned interplay from the Polish perspective. In the fourth and last part, the selection of Member States included in a study conducted for the purposes of the book is discussed in order to find out whether it is possible to draw any conclusions that would be representative for the EU as a whole. Considering ultimately that the book is indeed a representative and meaningful contribution to the discussion on the precedence of international agreements over the Succession Regulation, the author notes in particular that Spain and Portugal were not included in that study.

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Wpływ przepisów wymuszających swoje zastosowanie na rozstrzyganie spraw spadkowych pod rządami rozporządzenia Parlamentu Europejskiego i Rady (UE) Nr 650/2012

71%

Żarnowiec Ł.

Problemy Prawa Prywatnego Międzynarodowego

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2019

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vol. 25

43-65

EN

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.

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W kierunku harmonizacji prawa spadkowego w Unii Europejskiej – rozporządzenie (UE) nr 650/2012 z 4 lipca 2012 r.

38%

Makowiec A.

Roczniki Administracji i Prawa

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2013

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vol. 13

443-455

PL

Przedmiotem opracowania jest analiza bardzo aktualnych, węzłowych kwestii unormowanych w rozporządzeniu Parlamentu Europejskiego i Rady (UE) nr 650/2012 z dnia 4 lipca 2012 r. w sprawie jurysdykcji, prawa właściwego, uznawania i wykonywania orzeczeń, przyjmowania i wykonywania dokumentów urzędowych dotyczących dziedziczenia oraz w sprawie ustanowienia europejskiego poświadczenia spadkowego (tzw. rozporządzenie „Rzym IV”). Wprowadzenie rozporządzenia wieńczy długoletnią dyskusję nad wspólnymi przepisami kolizyjnymi i jurysdykcyjnymi dla krajów Unii Europejskiej, jak również stanowi uzupełnienie dotychczasowych regulacji unijnych z zakresu prawa prywatnego międzynarodowego i procesowego, stąd też problemtyka związana z regulacjami zawartymi w rozporządzeniu w pełni zasługuje na przybliżenie i omówienie. W pracy poruszone zostały kwestie związane z prawem właściwym dla spraw spadkowych, ściśle łączące się z tematyką kolizyjną zagadnienie jurysdykcji krajowej oraz problematyka europejskiego poświadczenia spadkowego. Poddana pod wątpliwość została słuszność wprowadzonych regulacji i ich przydatność w kontekście zwiększenia bezpieczeństwa obrotu. Została także podjęta próba rozstrzygnięcia pojawiających się wątpliwości, czy to natury interpretacyjnej, czy też odnoszących się do celowości przyjętych rozwiązań. Rozważania zamykają wnioski płynące z przeprowadzonej analizy.

EN

Until quite recently all of the countries of the world have had different rules dealing with succession rights (that is the rules relating to inheritance whether testate or intestate). However since the creation of the Succession Regulation (EU) No 650/2012 of the European Parliament and of the Council of 4 July 2012 on jurisdiction, applicable law, recognition and enforcement of decisions and acceptance and enfocement of authentic instruments in metters of succession and on the creation of a European Certificate of Succession all that has changed for all of the member states of the European Union. The Regulation aims to harmonise the laws relating to succession throughout the European Union. Moreover the Regulation aims to facilitate the free movement of persons within th EU and also to promote the area of freedom, security and justice which is a primary goal of the EU. The regulation provides certainty as to which law applies. The regulation enables persons to make a choice of law of the country of their nationality to govern their succession. The general ruled applied in the Regulation is that the law applicable to the succession as a whole shall be the law of the State in which the deceased had his habitual residence at the time of death unless the latter chose the law of the state to apply in accordance with Article 22. The paper focuses on jurisdiction, applicable law and recognitions and enforcement of decisions and Europewan Certificate of Succession covered by the Regulation. The paper is designed of deeply analyze the regulations contained in the Regulation. The authoress focuses on jurisdiction, applicable law and recognitions and enforcement of decisions and Europewan Certificate of Succession covered by the Regulation. The authoress analyses the topic of her research by exploiting the dogmatic method and that of comparative type.

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Międzynarodowe prawo spadkowe Unii Europejskiej a państwa trzecie. Rozważania na tle publikacji pod redakcją Anatola Dutty i Wolfganga Wurmnesta

Wpływ przepisów wymuszających swoje zastosowanie na rozstrzyganie spraw spadkowych pod rządami rozporządzenia Parlamentu Europejskiego i Rady (UE) Nr 650/2012

W kierunku harmonizacji prawa spadkowego w Unii Europejskiej – rozporządzenie (UE) nr 650/2012 z 4 lipca 2012 r.