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The Last Habitual Residence of the Deceased as the Principal Connecting Factor in the Context of the Succession Regulation (650/2012)

100%
Atallah M.
Baltic Journal of European Studies
|
2015
|
vol. 5
|
issue 2
130-146
EN
The objective of this study was to gather information about the last habitual residence (LHR) of the deceased in the context of the upcoming EU Succession Regulation. In addition, the aim was to analyze the adequacy of the legally undefined LHR as the principal connecting factor in cross-border succession within the EU. This study was carried out as a part of a bachelor thesis conducted on the same subject. The data were collected from relevant jurisprudence, international law, national acts, the EU published materials and case law. These results suggest that the legally undefined LHR is an unstable connecting factor for the purposes of the Succession Regulation, since it cannot guarantee sufficient legal certainty, and hence, the EU citizens are not able to fully utilize their right to free movement. The findings indicate that there might be a need to amend a legal definition for the LHR, not only for the EU Member States to be able to apply the concept in an harmonized way, but also for the EU citizens to know whether they are considered habitually resident in a state or not.
2
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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
|
2019
|
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.
3

Zwykły pobyt dziecka jako podstawa jurysdykcji krajowej oraz łącznik kolizyjny

45%
Olga B., Piotr M.
Acta Iuris Stetinensis
|
2014
|
issue 6
PL
Przedmiotem artykułu jest zagadnienie wykorzystania łącznika zwykłego poby¬tu w normach kolizyjnych oraz normach jurysdykcyjnych dla spraw z zakresu prawa rodzinnego, których uczestnikiem jest dziecko. Regulacja kolizyjna tych spraw jest zawarta w przeważającej części w umowach międzynarodowych oraz w rozporządze¬niach unijnych. W pierwszej części artykułu przedstawiono regulację kolizyjną objętą wybranymi umowami międzynarodowymi przygotowanymi w ramach Haskiej Konfe¬rencji Prawa Prywatnego Międzynarodowego oraz aktami prawa unijnego. Dalsza część obejmuje rozważania na temat znaczenia pojęcia „miejsce zwykłego pobytu”, w tym okoliczności, które należy uwzględnić przy jego ustalaniu. Przedstawione akty nie za¬wierają definicji pojęcia, stanowisko w tej kwestii zostało zatem wypracowane przez doktrynę oraz orzecznictwo. Ostatnim poruszanym zagadnieniem jest relacja łączników zwykłego pobytu oraz zamieszkania w krajowych normach kolizyjnych i jurysdykcyj¬nych. Ustawodawca polski zdecydował się bowiem na wprowadzenie łącznika zwykłego pobytu do norm krajowych przy jednoczesnym pozostawieniu łącznika zamieszkania.
EN
The subject matter of the article is the issue of use of the connecting factor of the habitual residence in the conflict of law rules and in the rules establishing jurisdiction in the family law matters with participation of a child. Those rules are contained for the most part in international agreements and EU regulations. The first part of the article presents the regulation of conflict of law provisions in the selected international conven¬tions prepared by the Hague Conference on private international law and the EU legal acts. The next part includes the elaboration on the meaning of the terms „the place of habitual residence”, including the circumstances to be taken into account when deter¬mining habitual residence. The acts discussed do not contain a definition of the term, the position in this regard was therefore developed by the legal doctrine and jurisprudence. The last discussed issue is the relation between the connecting factors of the habitual residence and the domicile in the national conflict of law rules and the rules establishing jurisdiction. The polish legislator introduced habitual residence as a connecting factor into the national rules while leaving the connecting factor of the domicile.
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