Comments on the European Commission’s Proposal for a Regulation of the European Parliament and of the Council on Jurisdiction, Applicable Law, Recognition and Enforcement of Decisions and Authentic Instruments in Matters of Succession and the Creation of a European Certificate of Succession

Rabel Journal of Comparative and International Private Law (RabelsZ), Vol. 74, No. 3, pp. 522-720, July 2010

Max Planck Private Law Research Paper No. 10/2

200 Pages Posted: 24 Sep 2010 Last revised: 19 Nov 2018

See all articles by Anatol Dutta

Anatol Dutta

Ludwig Maximilian University of Munich

Jürgen Basedow

Max Planck Institute for Comparative and International Private Law

Cathrin Bauer

Max Planck Institute for Comparative and International Private Law

Gerrit M. Beckhaus

Max Planck Institute for Comparative and International Private Law

Duygu Damar

Max Planck Institute for Comparative and International Private Law

Matteo Fornasier

Max Planck Institute for Comparative and International Private Law

Christian A. Heinze

Max Planck Institute for Comparative and International Private Law

Jan D. Lüttringhaus

Max Planck Institute for Comparative and International Private Law

Dieter Martiny

Max Planck Institute for Comparative and International Private Law

Yuko Nishitani

Kyoto University - Graduate School of Law

Jürgen Samtleben

Max Planck Institute for Comparative and International Private Law

Julian Alexander Sanner

Max Planck Institute for Comparative and International Private Law

Liane Schmiedel

Max Planck Institute for Comparative and International Private Law

Christian Stempel

Max Planck Institute for Comparative and International Private Law

Andreas Stier

Max Planck Institute for Comparative and International Private Law

Sophie von Weizsäcker

Max Planck Institute for Comparative and International Private Law

Johannes Weber

Max Planck Institute for Comparative and International Private Law

Frauke Wedemann

affiliation not provided to SSRN

Manfred Wenckstern

affiliation not provided to SSRN

Date Written: July 1, 2010

Abstract

The holiday apartment on the Costa del Sol, the London bank account, the shares in a Polish subsidiary – which rules should apply to these assets when their owner passes away and they are left to the next generation? The range of different inheritance laws makes cross-border inheritances significantly more complicated for European citizens. The freedom of the deceased to distribute property through a will or testament differs from country to country. The rights which can be claimed by a surviving spouse are different, as are the inheritance of children and other heirs. There is no uniformity in the form last will and testament may take, nor is it possible for heirs to demonstrate their rights through a certificate of inheritance. The opening of borders across the Union, the increase in private wealth since the Second World War and the aging of the European population has made combating the problems of cross-border inheritances a pressing issue.

For this reason, the harmonisation of international succession law has been on the European legislative agenda since the Vienna Action Plan of 1998. Already the Green Paper on succession and wills released in 2005 recognised a clear need to address the matter of cross-border inheritances within the internal market. After significant preliminary work and consultations, the Commission released an ambitious proposal for a European Succession Regulation in October 2009. This proposal addresses more than just the traditional issues of international succession law such as the questions relating to choice of law, jurisdiction of the courts and the recognition and enforcement of foreign judgments in succession matters. The Commission also proposes provisions for the administration of estates and the introduction of a European Certificate of Inheritance which would be recognised in all Member States.

A working group within the Hamburg Max Planck Institute, under the leadership of Jürgen Basedow and Anatol Dutta discussed between October 2009 and March 2010 the Commission's proposals in detail. The resulting comments from the Max Planck Institute submitted many suggested changes aimed at improving the practicability of the proposed provisions and their acceptance in all Member States. The Institute welcomed the Commission's initiative, and expressed a desire for a broadening of the scope of the proposal and a strengthening of private autonomy.

This article is published in this Research Paper Series with the permission of the rights owner, Mohr Siebeck. Full-text Rabel Journal articles are available via pay-per-view or subscription at IngentaConnect, a provider of digital journals on the Internet.

Keywords: Conflict of laws, jurisdiction, recognition and enforcement of judgments, European Union, inheritance, succession

Suggested Citation

Dutta, Anatol and Basedow, Jürgen and Bauer, Cathrin and Beckhaus, Gerrit M. and Damar, Duygu and Fornasier, Matteo and Heinze, Christian A. and Lüttringhaus, Jan D. and Martiny, Dieter and Nishitani, Yuko and Samtleben, Jürgen and Sanner, Julian Alexander and Schmiedel, Liane and Stempel, Christian and Stier, Andreas and von Weizsäcker, Sophie and Weber, Johannes and Wedemann, Frauke and Wenckstern, Manfred, Comments on the European Commission’s Proposal for a Regulation of the European Parliament and of the Council on Jurisdiction, Applicable Law, Recognition and Enforcement of Decisions and Authentic Instruments in Matters of Succession and the Creation of a European Certificate of Succession (July 1, 2010). Rabel Journal of Comparative and International Private Law (RabelsZ), Vol. 74, No. 3, pp. 522-720, July 2010; Max Planck Private Law Research Paper No. 10/2. Available at SSRN: https://ssrn.com/abstract=1594189

Anatol Dutta (Contact Author)

Ludwig Maximilian University of Munich ( email )

Geschwister-Scholl-Platz 1
Munich, Bavaria 80539
Germany

Jürgen Basedow

Max Planck Institute for Comparative and International Private Law ( email )

Mittelweg 187
Hamburg, 20148
Germany

Cathrin Bauer

Max Planck Institute for Comparative and International Private Law ( email )

Mittelweg 187
Hamburg, D-20148
Germany

Gerrit M. Beckhaus

Max Planck Institute for Comparative and International Private Law ( email )

Mittelweg 187
Hamburg, D-20148
Germany

Duygu Damar

Max Planck Institute for Comparative and International Private Law ( email )

Mittelweg 187
Hamburg, D-20148
Germany

Matteo Fornasier

Max Planck Institute for Comparative and International Private Law ( email )

Mittelweg 187
Hamburg, D-20148
Germany

Christian A. Heinze

Max Planck Institute for Comparative and International Private Law ( email )

Mittelweg 187
Hamburg, D-20148
Germany

Jan D. Lüttringhaus

Max Planck Institute for Comparative and International Private Law ( email )

Mittelweg 187
Hamburg, D-20148
Germany

Dieter Martiny

Max Planck Institute for Comparative and International Private Law ( email )

Mittelweg 187
Hamburg, D-20148
Germany

Yuko Nishitani

Kyoto University - Graduate School of Law ( email )

Yoshida-honmachi
Sakyo-ku
Kyoto, 606-8501
Japan

Jürgen Samtleben

Max Planck Institute for Comparative and International Private Law ( email )

Mittelweg 187
Hamburg, D-20148
Germany

Julian Alexander Sanner

Max Planck Institute for Comparative and International Private Law ( email )

Mittelweg 187
Hamburg, D-20148
Germany

Liane Schmiedel

Max Planck Institute for Comparative and International Private Law ( email )

Mittelweg 187
Hamburg, D-20148
Germany

Christian Stempel

Max Planck Institute for Comparative and International Private Law ( email )

Mittelweg 187
Hamburg, D-20148
Germany

Andreas Stier

Max Planck Institute for Comparative and International Private Law ( email )

Mittelweg 187
Hamburg, D-20148
Germany

Sophie Von Weizsäcker

Max Planck Institute for Comparative and International Private Law ( email )

Mittelweg 187
Hamburg, D-20148
Germany

Johannes Weber

Max Planck Institute for Comparative and International Private Law ( email )

Privatrecht
Mittelweg 187
Hamburg, D-20148
Germany
+49-(0)40-419 00 239 (Phone)
+49-(0)40-419 00 288 (Fax)

Frauke Wedemann

affiliation not provided to SSRN ( email )

Manfred Wenckstern

affiliation not provided to SSRN ( email )

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