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El estado de aplicación de las disposiciones del Reglamento UE sobre Sucesiones en materia de orden público, aplicación universal y reenvío, y sobre el acceso a los registros del certificado sucesorio europeo

20-11-2017

El Reglamento sobre Sucesiones tiene carácter universal, en tanto que, según propiadisposición, la ley designada en virtud del mismo se aplicará aun cuando no sea la deun Estado miembro. El Reglamento sobre Sucesiones se sirve de mecanismos tradicionales del derechointernacional privado, como la cláusula de orden público y el reenvío, cuyaaplicación determina, en determinados supuestos, la alteración de los resultados a losque inicialmente podrían conducir las normas de conflicto, inspiradas en ...

El Reglamento sobre Sucesiones tiene carácter universal, en tanto que, según propiadisposición, la ley designada en virtud del mismo se aplicará aun cuando no sea la deun Estado miembro. El Reglamento sobre Sucesiones se sirve de mecanismos tradicionales del derechointernacional privado, como la cláusula de orden público y el reenvío, cuyaaplicación determina, en determinados supuestos, la alteración de los resultados a losque inicialmente podrían conducir las normas de conflicto, inspiradas en los principiosde unidad y universalidad de la ley de la sucesión. Para facilitar la tarea de los interesados en una sucesión trasfronteriza, el Reglamentosobre Sucesiones pone a su disposición un medio adecuado de acceso a los sistemasinternos de publicidad registral: el certificado sucesorio europeo. Sin embargo, esa los Estados miembros a los que corresponde la competencia, con carácter exclusivo,en materia de propiedad y de su publicidad registral.

Autor externo

Isidoro Antonio Calvo Vidal, Civil Law Notary, Doctor in Law

The state of implementation of the EU Succession Regulation’s provisions on its scope, applicable law, freedom of choice, and parallelism between the law and the courts

20-11-2017

This briefing, commissioned by the European Parliament’s Policy Department for Citizens’ Rights and Constitutional Affairs, provides an assessment of the state of implementation of the EU Regulation on cross-border succession with a view to determining whether it is fulfilling its goal of ensuring legal certainty, predictability and simplification for citizens. It focusses, in particular, on the provisions on the scope, applicable law, party autonomy and parallelism between forum and jus.

This briefing, commissioned by the European Parliament’s Policy Department for Citizens’ Rights and Constitutional Affairs, provides an assessment of the state of implementation of the EU Regulation on cross-border succession with a view to determining whether it is fulfilling its goal of ensuring legal certainty, predictability and simplification for citizens. It focusses, in particular, on the provisions on the scope, applicable law, party autonomy and parallelism between forum and jus.

Autor externo

François Trémosa, notary in Toulouse, France

The Evidentiary Effects of Authentic Acts in the Member States of the European Union, in the Context of Successions

15-03-2016

The EU Succession Regulation (Regulation 650/2012) allows for cross-border circulation of authentic instruments in a matter of succession. Authentic instruments are documents created by authorised authorities which benefit from certain evidential advantages. As this Regulation does not harmonise Member State substantive laws or procedures concerning succession the laws relating to the domestic evidentiary effects of succession authentic instruments remain diverse. Article 59 of the Succession Regulation ...

The EU Succession Regulation (Regulation 650/2012) allows for cross-border circulation of authentic instruments in a matter of succession. Authentic instruments are documents created by authorised authorities which benefit from certain evidential advantages. As this Regulation does not harmonise Member State substantive laws or procedures concerning succession the laws relating to the domestic evidentiary effects of succession authentic instruments remain diverse. Article 59 of the Succession Regulation requires the Member States party to the Regulation to give succession authentic instruments the evidentiary effects they would enjoy in their Member State of origin. The only limits on this obligation being public policy or the irreconcilability of the authentic instrument with a court decision, court settlement or another authentic instrument. This study, which was commissioned by the Policy Department for Citizen's Rights and Constitutional Affairs of the European Parliament upon request of the Committee on Legal Affairs, provides an information resource for legal practitioners concerning the evidentiary effects of succession authentic instruments in the 25 Member States bound by the Succession Regulation. It also makes recommendations for best practice.

Autor externo

Paul BEAUMONT, Jonathan FITCHEN and Jayne HOLLIDAY (University of Aberdeen)

Adoption: Cross-Border Legal Issues and Gaps in the European Union

15-12-2015

This note summarises issues relating to the current legal framework for cross-border adoption matters – legal gaps and consequent obstacles to free movement of citizens – and avenues for solutions. It is draws on the background briefings prepared by independent experts and presented at the JURI-PETI workshop on ‘Adoption: Cross-border legal issues’ held at the European Parliament (EP) on 1 December 2015. The workshop had two main objectives: on the one hand, to respond to a number of petitions submitted ...

This note summarises issues relating to the current legal framework for cross-border adoption matters – legal gaps and consequent obstacles to free movement of citizens – and avenues for solutions. It is draws on the background briefings prepared by independent experts and presented at the JURI-PETI workshop on ‘Adoption: Cross-border legal issues’ held at the European Parliament (EP) on 1 December 2015. The workshop had two main objectives: on the one hand, to respond to a number of petitions submitted to the EP on issues relating to adoptions without parental consent involving non-national children and, on the other hand, to provide some background reflections for the legislative own-initiative opinion which the Legal Affairs Committee is preparing.

"Habitual residence" as connecting factor in EU civil justice measures

22-01-2013

In the EU's recent Succession Regulation, habitual residence is the key connecting factor for determining both which courts have jurisdiction and what law is applicable to a trans-national succession.

In the EU's recent Succession Regulation, habitual residence is the key connecting factor for determining both which courts have jurisdiction and what law is applicable to a trans-national succession.

Regulation (EC) n. 650/2012 of July 2012 on jurisdiction, applicable law, recognition and enforcement of authentic instruments in matters of succession and on the creation of a European Certificate of Succession

14-12-2012

The newly adopted Regulation (EU) No 650/2012 is an ambitious instrument dealing exhaustively with every private international law aspects in regard to cross-border successions. The Regulation aims at harmonizing private international law rules so as to enable individuals to organize more efficiently and more rapidly their successions within the area of freedom, security and justice. The present paper addressed the main innovations, advantages and pitfalls of the new Regulation.

The newly adopted Regulation (EU) No 650/2012 is an ambitious instrument dealing exhaustively with every private international law aspects in regard to cross-border successions. The Regulation aims at harmonizing private international law rules so as to enable individuals to organize more efficiently and more rapidly their successions within the area of freedom, security and justice. The present paper addressed the main innovations, advantages and pitfalls of the new Regulation.

Autor externo

Prof Dr Burkhard Hess, Dr Cristina Mariottini, LL.M and Céline Camara, LL.M Max Planck Institute Luxembourg for International, European and Regulatory Procedural Law Dr. Cristina M. Mariottini is a senior researcher at the Max Planck Institute Luxembourg. Celine Camara is a junior researcher at the Max Planck Institute Luxembourg.

Stellungnahme zum Vorschlag für eine Europäische Erbrechtsverordnung Version 2009/157 (COD) vom 16.1.2012

15-02-2012

Die Stellungnahme untersucht die konsolidierte Version der geplanten Erbrechtsverordnung in der Fassung vom 10./16.1.2012. Die Grundentscheidungen des Entwurfs erscheinen sinnvoll: Gleichlauf zwischen Zuständigkeit und anwendbarem Recht, Maßgeblichkeit des letzten Aufenthaltsorts des Erblassers, einheitliches Erbstatut, Schaffung eines europäischen Nachlasszeugnisses. Dem Entwurf sind deutliche Verbesserungen gegenüber früheren Fassungen zu attestieren; dies gilt insbesondere für die kollisionsrechtlichen ...

Die Stellungnahme untersucht die konsolidierte Version der geplanten Erbrechtsverordnung in der Fassung vom 10./16.1.2012. Die Grundentscheidungen des Entwurfs erscheinen sinnvoll: Gleichlauf zwischen Zuständigkeit und anwendbarem Recht, Maßgeblichkeit des letzten Aufenthaltsorts des Erblassers, einheitliches Erbstatut, Schaffung eines europäischen Nachlasszeugnisses. Dem Entwurf sind deutliche Verbesserungen gegenüber früheren Fassungen zu attestieren; dies gilt insbesondere für die kollisionsrechtlichen Regelungen, die Regelungen zur grenzüberschreitenden Entscheidungsvollstreckbarkeit, die Regelungen für das Europäische Nachlasszeugnis sowie für die erweiterten Übergangsvorschriften. Allerdings enthält der Entwurf auch Bereiche, in denen Nachbesserungsbedarf besteht. Sie sind im Executive Summary einzeln aufgelistet.

Autor externo

Burkhard Hess, Erik Jayme and Thomas Pfeiffer assisted by Stefan Huber, Björn Laukemann, D. Robert Magnus and Stefanie Spancken (Ruprecht-Karls-Universität Heidelberg Institut für ausländisches und internationals Privat- und Wirtschaftsrecht)

The Consumer Experience of Mediation in England and Wales

16-05-2011

This note provides an overview of the consumer’s experience of mediation in England and Wales, including commentary upon the EU Mediation Directive and its implementation in the jurisdiction.

This note provides an overview of the consumer’s experience of mediation in England and Wales, including commentary upon the EU Mediation Directive and its implementation in the jurisdiction.

Autor externo

Andrew Leakey (Stephensons Solicitors LLP)

Content and effects of the European Certificate of succession as proposed in the Proposal for a Regulation on Succession and Wills

30-11-2010

This note analyses the provisions on the content and effects of the European Certificate of Succession, laid down in the Proposal for a Regulation on Succession and Wills. The main purpose of the European Certificate is to constitute a proof of the capacity of heir or legatee and the powers of the executors of wills or thirdparty administrators. There is close link between the content and the effects of the European Certificate of succession. They follow from the purpose for which the certificate ...

This note analyses the provisions on the content and effects of the European Certificate of Succession, laid down in the Proposal for a Regulation on Succession and Wills. The main purpose of the European Certificate is to constitute a proof of the capacity of heir or legatee and the powers of the executors of wills or thirdparty administrators. There is close link between the content and the effects of the European Certificate of succession. They follow from the purpose for which the certificate is issued. Following the note's conclusions, the European Certificate cannot constitute a title for entries in public registers.

Autor externo

Lenka LESZAY

Transnational inheritance

02-03-2010

The EU's Charter of Fundamental Rights includes the right to ""own, use, dispose of and bequeath property"". However, problems arise when an individual has links to more than one Member State. It can be difficult even to establish which national laws on succession apply to their estate. That matters greatly, since national laws, based on traditions dating back centuries, vary enormously. National laws may, therefore, produce very different effects in the same succession case. As international efforts ...

The EU's Charter of Fundamental Rights includes the right to ""own, use, dispose of and bequeath property"". However, problems arise when an individual has links to more than one Member State. It can be difficult even to establish which national laws on succession apply to their estate. That matters greatly, since national laws, based on traditions dating back centuries, vary enormously. National laws may, therefore, produce very different effects in the same succession case. As international efforts have not succeeded in easing such problems, the Commission has adopted a proposal for a Regulation. It would ensure a uniform approach in the EU to establishing which national succession laws apply, and which courts have jurisdiction. Moreover, it would make it simpler for heirs and beneficiaries to take possession of their property outside their own country of residence. However, given the sensitivity of these issues, many Member States are seeking changes to the proposal to reduce conflicts with their own national systems.

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