The Principle of a Single Estate and Its Role in Delimiting the Applicable Laws

Krzysztof Pacuła
https://orcid.org/0000-0002-4492-2360

Abstrakt

This paper argues that the principle of unity of succession is one of the key concepts of the Succession Regulation. By operation of this principle on the jurisdictional level, the Regulation tends to favor a perspective of a single Member State when it comes to all issues related to succession. The principle of unity of succession does not of course eliminate the need to proceed to the characterization and to delimitate the scopes of conflict of laws rules at stake. However, this principle — aiming to promote a unitary vision of a single estate in all the Member States bound by the Regulation — sets a tone for some interpretative techniques that tend to favor succession-related characterization of the issues having some importance in the context of succession with cross-border implications. According to the Author, effet utile-driven characterization, on the one hand, and succession-friendly characterization of the issues falling within ‘gray areas’ created by the operation of Article 1(2) of the Succession Regulation, on the other hand, are among them.


Słowa kluczowe

EU Succession Regulation; principle of unity of succession; characterisation (classification)

Bonomi A.: The Interaction among the Future EU Instruments on Matrimonial Property, Registered Partnerships and Successions. “Yearbook of Private International Law” 2011, vol. 13.

Bonomi A., in: Le droit européen des succession, Commentaire du règlement (UE) n° 650/2012, du 4 juillet 2012. Eds. A. Bonomi, P. Wautelet. Bruxelles 2016.

Dannemann G.: Adjustment/Adaptation (Anpassung). In: Encyclopedia of private international law. Ed. J. Basedow, G. Ruhl, F. Schiller, F. Ferrari, P. de Miguel Asensio. Cheltenham 2017.

Davì A., in: The EU Succession Regulation. A Commentary. Eds. A.-L. Calvo Caravaca, A. Davì, H.P. Mansel. Cambridge 2016.

Devaux A.: The European Regulations on Succession of July 2012: A Path Towards the End of the Succession Conflicts of Law in Europe, or Not? “The International Lawyer” 2013, vol. 47, no. 2.

Droz G.A.L.: Les régimes matrimoniaux en droit international privé comparé. “Recueil des cours de l’Académie de la Haye” 1974, vol. 143.

Frimston R.: The European Union Succession Regulation no. 650/2012. “Estates, Trusts & Pensions Journal” 2013, vol. 33.

Grahl-Madsen A.: Conflict between the Principle of Unitary Succession and the System of Scission. “International and Comparative Law Quarterly” 1979, vol. 28, no. 4.

Kindler P.: The General Rule: The ‘Last Habitual Residence’ of the Deceased and ‘the Closer Connection’ are objective connecting factor determining the law applicable to the succession. In: Towards the Entry into Force of the Succession Regulation:Building Future Uniformity upon Past Divergencies. Eds. S. Bariatti, I. Viarengo, F.C. Villata. JUST/2013/JCIV/AG/4666.

Knol Radoja K.: Deviations from the Principle of the Unity of Succession in the EU Regulation on Succession. “Pravni Vjesnik” 2019, vol. 35, no. 2.

Köhler A.: General Private International Law Institutes in the EU Succession Regulation — Some Remarks. “Anali Pravnog Fakulteta Univerziteta u Zenici” 2016, Issue 18.

Lagarde P., in: EU Regulation on Succession and Wills. Commentary. Eds. U. Bergquist, D. Damasceli, R. F rimston, P. Lagarde, F. Odersky, B. Reinhartz. Koln 2015.

Lehavi A.: Globalizing Property Law: An Institutional Analysis. “Vanderbilt Journal of Transnational Law” 2017, vol. 50, no. 5.

Lein E.: A Further Step Towards a European Code of Private International Law — The Commission Proposal for a Regulation on Succession. “Yearbook of Private International Law” 2009, vol. XI.

Lewandowska-Mroczkowska M.: Jurisdiction in the Succession Matters under the Regulation (EU) no 650/2012 of the European Parliament and the Council of 4 July 2012 in the Face of Polish International Civil Procedure. “Social Transformations in Contemporary Society” 2019, vol. 7.

Li H.: Some recent developments in the conflict of laws of succession. “Recueil Des Cours de l’Académie de La Haye” 1990, vol. 224.

Makowiec A.: W kierunku harmonizacji prawa spadkowego w Unii Europejskiej — rozporządzenie (UE) nr 650/2012 z 4 lipca 2012 r. “Roczniki Administracji i Prawa” 2013, vol. 13.

Marong iu Buonaiuti F.: The EU Succession Regulation and third country courts. “Journal of Private International Law” 2016, vol. 12, no. 3.

Metallinos A., in: EU Succession Regulation No 650/2012: A Commentary. Ed. H. Pamboukis. Oxford 2017.

Pazdan M.: Statut spadkowy w świetle rozporządzenia spadkowego. In: Nowe europejskie prawo spadkowe. Eds. M. Pazdan, J. Górecki. Warszawa 2015.

Popescu D.A.: Guide on international private law in successions matters. Oneşti 2014.

Popiołek W., in: Prawo prywatne międzynarodowe. Komentarz. Red. M. Pazdan. Warszawa 2018, komentarz do art. 34 rozporządzenia nr 650/2012, pkt 6.

Rabel E.: The Conflict of Laws: A Comparative Study. Volume Four Property: Bills and Notes: Inheritance: Trusts: Application of Foreign Law: lntertemporal Relations. Michigan 1958.

Salomon D.: The Boundaries of the Law Applicable to Succession. “Anali Pravnog Fakulteta Univerziteta u Zenici” 2016, Issue 18.

Wautelet P., Mary J.: Le règlement 650/2012 relatif aux succession internationales. Aperçu et principes généraux. “Journal des tribunaux” 2016, nº 23.

Wysocka-Bar A.: Jurysdykcja krajowa sądów polskich a kolizyjna jednolitość spadku. “Problemy Współczesnego Prawa Międzynarodowego Europejskiego i Porównawczego” 2016, vol. XIV.


Opublikowane : 2020-06-29


PacułaK. (2020). The Principle of a Single Estate and Its Role in Delimiting the Applicable Laws. Problemy Prawa Prywatnego Międzynarodowego, 107-123. https://doi.org/10.31261/PPPM.2020.26.09

Krzysztof Pacuła 
Trybunał Sprawiedliwości  Luksemburg
https://orcid.org/0000-0002-4492-2360