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Gloss to the Resolution of the Supreme Court of 26 February 2021, III CZP 24/20 [on the Interpretation of the Will]

100%
Zdanikowski P. M.
Review of European and Comparative Law
|
2021
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vol. 47
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issue 4
235-244
EN
The resolution with gloss concerns the rules for interpreting a will. The Supreme Court stated in it that an interpretation of a will should be performed taking into account all circumstances, including those external to the will and using all means of evidence. The Supreme Court decided that it is the court adjudicating in the case for inheritance acquisition, assessing the evidence gathered in a specific case, that should assess whether it is actually possible to establish the will of the testator. The author of the gloss accepts the thesis of the resolution, but argues with the position of the Supreme Court contained in its justification that only the rules for evidence assessment constitute an instrument allowing one to establish the testator’s will. In the opinion of the author of the gloss the functional interpretation of Art. 948 of the Polish Civil Code (k.c.) indicates limits to the interpretation of the will. After all this is a process that renders it possible to determine the testator’s will in a manner that does not raise any doubts. Therefore, if the interpretation of the will of such fails to secure such a degree of certainty, even despite a positive assessment of the evidence gathered in the case, the court should state that the inheritance has been acquired under the Act.
2
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Captatoria conditio: meaning and admissibility in the light of freedom of testation. Analysis of selected legislations of Western European countries

100%
Paluch A.
Acta Iuris Stetinensis
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2020
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vol. 32
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issue 4
51-63
EN
The purpose of this paper is the presentation and analysis of the testamentary disposition, present in some foreign legal orders, known by the Latin name captatoria conditio, being a particular type of conditional appointment to inheritance. The analysis includes functions of captatoria conditio and axiological doubts related to it. In the research, the formal-dogmatic and comparative methods were used, which allowed the analysis of the form and functions of captatoria conditio and its prohibition in foreign legal orders. Conducted in such a way, the research led to the conclusion that the particular systems of the law of succession include different regulations regarding validity and effectiveness of captatoria conditio. On the basis of the analysis of the functions of captatoria conditio, this paper presents the thesis that in the case of such a disposition mortis causa there is not any excessive interference with the autonomy of the beneficiary mortis causa because he or she is always entitled to reject the inheritance. This conclusion speaks for the admissibility of captatoria conditio if the conditional appointment to inheritance is possible in a given legal system. Axiological doubts do not give arguments for the prohibition of captatoria conditio.
3
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Dopuszczalność wskazania spadkobiercy poprzez odwołanie się do okoliczności pozatestamentowych

75%
WALCZAK D. J.
Zeszyt Prawniczy UAM
|
2022
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issue Nr 12
195-207
EN
The purpose of this article is to analyze the issue of the admissibility of the designation of an heir by reference to sources other than a last will. The provisions in the fourth book of the Civil Code expressis verbisdo not allow such a possibility, and this issue has not yet met with significant interest in the literature. The author presents regulations concerning the establishment of an heir and interpretation of a last will. Contradictory views on the admissibility of such a testamentary disposition are contrasted, especially in the context of the scope of freedom of testation. At the end of the article, the author expresses his own position on the background of the presented argumentation.
4
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Time for Uniformity in Inheritance Laws? Survey and Debate

32%
Garb L.
Studia Prawnicze: rozprawy i materiały
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2016
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issue 1(18)
5-26
EN
In today’s world, succession laws have to contend with the rapid social and cultural transformation that has caused several changes within the family structure during the past few decades. Have these changes found sufficient expression in the manner in which the legal systems presently deal with questions of inheritance, and in particular the age-old dispute regarding freedom of testation versus reserved portions? This article reviews the present situation as well as some of the social and other changes that so challenge contemporary inheritance laws, the main legal traditions in this respect, and the extent of local variation within these.
PL
W dzisiejszym świecie, prawa spadkowe muszą się zmagać z gwałtownymi zmianami kulturowymi i społecznymi w strukturze rodzinnej przez ostatnie dekady. Czy owe zmiany są wystarczająco odzwierciedlane w ustawodawstwie spadkowym, szczególnie w wiecznym sporze o wolność dziedziczenia i zachowku? Tematem niniejszej pracy jest przegląd obecnej sytuacji i niektórych zmian społecznych i innych które stanowią wyzwanie współczesnemu ustawodawstwie spadkowemu, najważniejszych tradycji prawnych w tej dziedzinie i różnic lokalnych.
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