Unworthiness to Inherit, Public Policy, Forfeiture: The Scottish Story

46 Pages Posted: 23 Apr 2013 Last revised: 10 Apr 2014

John MacLeod

University of Glasgow

Reinhard Zimmermann

Max Planck Institute for Comparative and International Private Law

Date Written: April 1, 2013

Abstract

The concerns addressed by the civilian rules on unworthiness to inherit (indignitas succedendi) must be addressed by any legal system. When they arose in Scotland, responses tended to be found by the extension or development of other rules. Even where there was reference to the idea of unworthiness, as in the Parricide Act 1594 and in Buchanan v Paterson (1704), the result was later reconceptualized along different lines. In recent years, the Scottish courts have been more receptive to the public policy principle that no-one is to benefit from his own wrong, taken from the English common law. Even there, however, the Scottish courts have shown a reluctance to follow foreign authorities too closely. The result is a series of shoots, each taking a slightly different direction and none of them growing to maturity. Thus, whatever might be said about Lord Cooper's characterization of Scottish legal history as a story of "false starts and rejected experiments" on a general level, it is certainly an accurate description of the story told in this paper, i.e. of the treatment of persons who do not deserve to inherit in Scots Law.

It is remarkable how much of the discussion in Scots Law is focused on cases involving the killing of the deceased. The differences between the unworthiness and the public policy approach do not in fact play a role in this situation, and that is probably the reason why they have not elicited much comment. Beyond killing there is hardly any case law. One of the main reasons for this appears to be that other legal devices are available to take care of many, perhaps most, of the practical problems that may be raised in other instances of unworthiness to inherit.

Acknowledgement: This is the publisher's version of the article of John MacLeod and Reinhard Zimmermann, Unworthiness to Inherit, Public Policy, Forfeiture: The Scottish Story, Vol. 87, No. 4, Tulane Law Review, pp. 741-785, 2013.

This article is published in this Research Paper Series with the permission of the Tulane Law Review in accordance with its Author/Journal Publication Agreement and Copyright License. For further information on the Journal, please visit its website.

Keywords: facility and circumvention, forfeiture, indignitas succedendi, law of succession, lesion, nemo ex suo delicto meliorem suam condicionem facere potest, parricide, public policy, undue inluence, unworthiness to inherit

Suggested Citation

MacLeod, John and Zimmermann, Reinhard, Unworthiness to Inherit, Public Policy, Forfeiture: The Scottish Story (April 1, 2013). Tulane Law Review (Tul. L. Rev.), Vol. 87, No. 4., pp. 741-785, 2013; Max Planck Private Law Research Paper No. 13/9. Available at SSRN: https://ssrn.com/abstract=2222588

John MacLeod

University of Glasgow ( email )

Stair Building
5 - 8 The Square
Glasgow, Scotland G12 8QQ
United Kingdom

Reinhard Zimmermann (Contact Author)

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

Mittelweg 187
Hamburg, 20148
Germany

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