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1	Habitation rights of the surviving spouse or, if it’s the case, the surviving cohabiting partner / Derecho de habitación del cónyuge supérstite o, si fuere el caso, del sobreviviente de la unión de hecho Aguilar Llanos, Benjamín 25 September 2017 (has links) The right of habitation is the one given by the law; it consists that, after the death of the testator, the surviving spouse or the surviving cohabitant who doesn’t have enough resources is allowed to have the house-room gratuitously and for life.In this article, the author explains some differences and similarities of the Peruvian regulation of such right of habitation compared with those existing in other Civil Codes, its necessary requirements, the possible consequences it may have on the rest of the heirs and the situations in which this right canbe applied. / El derecho de habitación es aquel por el cualla ley permite que, ante la muerte del testador, el cónyuge supérstite o el sobrevivientede la unión de hecho, en caso de no contar conrecursos suficientes, puedan adjudicarse la casa-habitación de forma gratuita y vitalicia.En el presente artículo, el autor establece algunas diferencias y semejanzas de la regulación de dicha figura con relación a otros códigos civiles, los requisitos para que proceda dicho derecho, las posibles consecuencias que pueden tener en los demás herederos y los escenarios en que se puede presentar. Law Right Of Habitation Law Of Succession Surviving Spouse Marriage Nonmarital Union Derecho De Habitación Derecho De Sucesiones Cónyuge Supérstite Matrimonio Unión De Hecho
2	SJM v řízení o pozůstalosti / Matrimonial property in the context of inheritance proceedings Kočerová, Veronika January 2017 (has links) The purpose of my final thesis "Matrimonial property in the context of inheritance proceedings" is to analyse law dealings with settlements of matrimonial property and its application in inheritance proceedings. I emphasize problems caused by a lack of interconnection between the legislation of matrimonial property and the law of succession where I focus on both the substantial as well as procedural law. Furthermore, I discuss a tension between two principles - free will and protection of a surviving spouse - which emerges during the settlements of matrimonial property in the inheritance proceedings and which is apparent from the amount of rights given to the surviving spouse under the law of succession. Additionally, I compare the Czech legislation in this matter to the English law, even though England belongs to different legal culture where the concept of matrimonial property has not been fully introduced yet. However, considering the need for adjusting the Czech legislation of matrimonial property to the law of succession, I suggest that the protection which is given to the surviving spouse under English law might be inspiring for the Czech legislator.
3	Recherche sur les instruments de contournement de la réserve héréditaire des descendants / Survey of the circumvention instruments of the hereditary reserve of descendants Kson-Bouvet, Anna-Gaëlle 21 November 2018 (has links) A l'heure où la famille moderne se conçoit au pluriel, à l'heure où les ascendants organisent en amont la transmission et la dévolution de leur patrimoine, à l'heure où la mondialisation prône l'uniformisation du droit et la fin des spécificités étatiques, il est nécessaire de s'interroger sur l'avenir de la réserve héréditaire. Les parents ne souhaitent plus être privés de leur pouvoir de disposer librement de leur patrimoine, même pour cause de mort. Que répondre à un père qui angoisse à l'idée de voir son patrimoine dilapidé par un enfant ingrat avec lequel il ne vit que de conflits ? Que dire à cet enfant qui a vu son frère avantagé par décision maternelle, de manière abusive et arbitraire ? Quels conseils donner à ces individus qui ouvrent chaque jour la porte de nos offices pour demander l'aide de leur notaire ? Que dire à cet époux qui veut protéger son conjoint de la véhémence d’enfants d’un premier lit ? Afin de leur répondre dans la pratique, appliquons-nous à étudier les moyens de contourner cette réserve héréditaire. Attachons-nous à vérifier leur efficacité. Au-delà des mécanismes classiques du Code civil tels que le testament et la donation, l'intérêt de cette thèse est de se tourner vers des mécanismes plus complexes, afin de répondre aux parents déçus par leur progéniture, mais aussi à eux, enfants lésés, pour leur donner des moyens juridiques de contrer une injuste privation. Il est utile de comprendre et de connaître ce qu’il est possible de faire pour transmettre son patrimoine avec une liberté recouvrée sans risquer les foudres de la loi. A travers l’étude de ces instruments, de leur efficacité et de leur traitement tant légal que familial, la question de la modernisation de la réserve ressurgit. La famille change, et avec elle, la conception traditionnelle de la réserve héréditaire. / At a time when the modern family is conceived in the plural, at a time when ascendants organize upstream transmission and devolution of their heritage, at a time when globalization advocates the standardization of law and the end of specificities States, it is necessary to question the future of the hereditary reserve. Parents no longer wish to be deprived of their power to freely dispose of their patrimony, even for reasons of death. What to answer to a father who is anxious about seeing his heritage squandered by an ungrateful child with whom he lives only conflicts ? What to say to this child who saw his brother favored by maternal decision, in an abusive and arbitrary way ? What advice can be given to those individuals who open the door of our offices every day to ask the help of their notary ? What to say to this husband who wants to protect his spouse from the angry of children from a first bed ? In order to answer them in practice, let us study ways of circumventing this hereditary reserve. Let's focus on checking their effectiveness. Beyond the classical mechanisms of the Civil Code such as the will and the gift, the interest of this thesis is to turn to more complex mechanisms, in order to answer the parents disappointed by their offspring, but also to them, children wronged to give them legal means to counter unfair deprivation. It is useful to understand and know what can be done to transmit one's heritage with a recovered freedom without risking the wrath of the law. Through the study of these instruments, their efficiency and their legal and family treatment, the question of the modernization of the reserve resurfaces. The family changes, and with it, the traditional conception of the hereditary reserve. Réserve héréditaire Famille Enfant De cujus Paterfamilias Descendants Parents Droit international Succession Libéralité Family Circumvention Child Deceased Surviving spouse International law Inheritance Liberality Hereditary reserve Paterfamilias
4	Do instituto da colação no direito das sucessões brasileiro: aspectos teóricos e práticos / Collation principle within descent law: theoretical and practical aspects Andrade, Maritza Franklin Mendes de 28 November 2008 (has links) Made available in DSpace on 2016-04-26T20:28:17Z (GMT). No. of bitstreams: 1 Maritza Franklin Mendes de Andrade.pdf: 912710 bytes, checksum: 36c8a99b34da3f4b20775df18ee0fb72 (MD5) Previous issue date: 2008-11-28 / The present study is intended to critically approach collation, a principle of descent law with strong practical application, which, in general, is object of superficial and contradictory analysis, by virtue of own legal provisions governing the matter. Special attention is to be given to the polemic aspects, arising out of 2002 Civil Code provisions. Therefore, six major themes are analyzed. Initially, descent law origin and legal basis are presented, as well as collation historical evolution, indicating its definition and legal basis. Then, it deals with collation subjective aspect, approaching the most relevant quests in regard to heirs who are compelled to collate according to Brazilian legal system. The third theme reports to the objective aspect, concerning assets identification which, donated to heirs whilst deceased was still alive, arise the need of collation, or not. Analysis on how to effect collation and the amount of donated asset to be taken into consideration are presented right after as the fourth theme. The theme before last approaches concept and legal basis of inheritance share of one's parents and calculation of collation assumptions, collation dismissal and unofficial decrease. Finally, it reports to lawsuit to effect collation / O presente estudo destina-se a abordar, de forma crítica, a colação, instituto do direito das sucessões com forte aplicação prática, o qual, em regra, é objeto de análises superficiais e contraditórias, em virtude das próprias previsões legais que o regulamentam. Dá-se especial atenção aos seus aspectos polêmicos, decorrentes das previsões do Código Civil de 2002. Serão analisados, para tanto, seis temas principais. Apresentam-se, de início, a origem e os fundamentos do direito das sucessões, assim como a evolução histórica do instituto da colação, com a indicação de sua definição e fundamentos. Em seguida, trata-se do aspecto subjetivo da colação, por meio da abordagem das mais relevantes indagações quanto aos herdeiros que são obrigados a colacionar no ordenamento jurídico pátrio. O terceiro tema reporta-se ao aspecto objetivo, no que concerne à identificação dos bens que, doados em vida pelo de cujus aos seus herdeiros, levam à necessidade, ou não, de colação. A análise da forma de se efetivar a colação e do valor do bem doado a ser levado em conta é apresentada logo em seguida, no quarto tema. Como penúltimo tema, abordam-se o conceito e os fundamentos da legítima e o seu cálculo nas hipóteses de colação, de dispensa de colação e de redução por inoficiosidade. Por fim, reporta-se ao procedimento judicial para a efetivação da colação Colação Direito das sucessões Herdeiros Descendentes Cônjuge supérstite Companheiro Adiantamento da herança Colacao (Direito) -- Brasil Heranca e sucessao -- Brasil Collation Descent law Heirs Descendants Surviving spouse Companion Estate advancement
5	Boedelimplikasies vir partye wat getrou het of 'n siviele vennootskap voltrek het ingevolge die Civil Union Act / Peet Vermeulen Vermeulen, Peet January 2014 (has links) In this research report the estate implications for a marriage or civil partnership, entered into in terms of the Civil Union Act, are identified by determining the impact thereof and whether or not there are any differences with regard to the estate implications of a traditional marriage. The Civil Union Act came into effect to give legality to the relationship between homosexual couples by providing the option to conclude a marriage or civil partnership. Both of these institutions thus have the same legal consequences. According to Section 13 of the Civil Union Act the implications of the Marriage Act also apply to the Civil Union Act. The feasibility of this principle is not taken into account regarding estate implications. Since a marriage and civil partnership in terms of the Civil Union Act differs from a traditional marriage, it leads to uncertainty with regard to the application of this principle. This uncertainty and estate implications are the topic of this study. The total effect of the Civil Union Act is not discussed in the Civil Union Act, but rather consists of references to other legislation. Consequently the specific estate implications for a marriage or civil partnership, entered into in terms of the Civil Union Act, are discussed with specific focus on marriage regimes, maintenance, purchasing of household necessities, donations and tax benefits. Both the position before and after the Civil Union Act are considered. Firstly marriage regimes are discussed since it is the first step in identifying estate implications for the marriage or civil partnership. Maintenance is considered a direct result of a marriage and is referred to in many laws. It is therefore necessary to discuss the content of the legislation and whether or not it is compatible with the Civil Union Act. The buying of household necessities, donations and tax benefits has a unique effect on a marriage and the focus in this study is on the effect it has on a marriage and civil partnership entered into in terms of the Civil Union Act. The conclusion is that this research report will provide clarity on what exactly the estate implications are for parties who have married or concluded a civil partnership in terms of the Civil Union Act. / LLM (Estate Law), North-West University, Potchefstroom Campus, 2014 Belastingvoordele Boedelimplikasies Civil Union Act 17 van 2006 Egskeiding Huishoudelike benodighede Huweliksgoederebedelings Huwelike binne gemeenskap van goedere Huwelike buite gemeenskap van goedere Intestate erfopvolging Langslewende gade Onderhoud Siviele vennootskap Skenkings Tradisionele huwelike Wet op Egskeiding 70 van 1979 Wet op Onderhoud 99 van 1998 Civil Union Act 17 of 2006 Divorce Divorce act 70 of 1979 Donations Estate implications Household neccesities Intestate succession Intestate Succession Act 81 of 1987 Maintenance Maintenance Act 99 of 1998 Marriage in community of property Marriage out of community of property Marriage regimes Sivile partnership Surviving spouse Tax benefits Tradisional marriages
6	Boedelimplikasies vir partye wat getrou het of 'n siviele vennootskap voltrek het ingevolge die Civil Union Act / Peet Vermeulen Vermeulen, Peet January 2014 (has links) In this research report the estate implications for a marriage or civil partnership, entered into in terms of the Civil Union Act, are identified by determining the impact thereof and whether or not there are any differences with regard to the estate implications of a traditional marriage. The Civil Union Act came into effect to give legality to the relationship between homosexual couples by providing the option to conclude a marriage or civil partnership. Both of these institutions thus have the same legal consequences. According to Section 13 of the Civil Union Act the implications of the Marriage Act also apply to the Civil Union Act. The feasibility of this principle is not taken into account regarding estate implications. Since a marriage and civil partnership in terms of the Civil Union Act differs from a traditional marriage, it leads to uncertainty with regard to the application of this principle. This uncertainty and estate implications are the topic of this study. The total effect of the Civil Union Act is not discussed in the Civil Union Act, but rather consists of references to other legislation. Consequently the specific estate implications for a marriage or civil partnership, entered into in terms of the Civil Union Act, are discussed with specific focus on marriage regimes, maintenance, purchasing of household necessities, donations and tax benefits. Both the position before and after the Civil Union Act are considered. Firstly marriage regimes are discussed since it is the first step in identifying estate implications for the marriage or civil partnership. Maintenance is considered a direct result of a marriage and is referred to in many laws. It is therefore necessary to discuss the content of the legislation and whether or not it is compatible with the Civil Union Act. The buying of household necessities, donations and tax benefits has a unique effect on a marriage and the focus in this study is on the effect it has on a marriage and civil partnership entered into in terms of the Civil Union Act. The conclusion is that this research report will provide clarity on what exactly the estate implications are for parties who have married or concluded a civil partnership in terms of the Civil Union Act. / LLM (Estate Law), North-West University, Potchefstroom Campus, 2014 Belastingvoordele Boedelimplikasies Civil Union Act 17 van 2006 Egskeiding Huishoudelike benodighede Huweliksgoederebedelings Huwelike binne gemeenskap van goedere Huwelike buite gemeenskap van goedere Intestate erfopvolging Langslewende gade Onderhoud Siviele vennootskap Skenkings Tradisionele huwelike Wet op Egskeiding 70 van 1979 Wet op Onderhoud 99 van 1998 Civil Union Act 17 of 2006 Divorce Divorce act 70 of 1979 Donations Estate implications Household neccesities Intestate succession Intestate Succession Act 81 of 1987 Maintenance Maintenance Act 99 of 1998 Marriage in community of property Marriage out of community of property Marriage regimes Sivile partnership Surviving spouse Tax benefits Tradisional marriages
7	Des règles de dévolution légale en droit québécois : perspectives socio-historiques des affections présumées, pour une reconnaissance de la vocation successorale ab intestat du conjoint de fait survivant Malacket, Andréanne 11 1900 (has links) No description available. droit des successions famille fondement(s) affections présumées dévolution légale dévolution ab intestat héritier(s) vocation successorale conjoint survivant conjoint de fait inheritance law successions foundation(s) presumed affections legal devolution intestacy heir(s) heirship surviving spouse de facto spouse common-law partner
8	Le conjoint survivant face aux enfants du de cujus / The surviving spouse in front of children of deceased Meunier-Mollaret, Marine 05 February 2014 (has links) La loi du 3 décembre 2001 a, incontestablement, réalisé une avancée majeure dans la protection du conjoint survivant en lui reconnaissant une vocation ab intestat en propriété et en lui permettant, le restant de sa vie, de se maintenir dans le logement conjugal. Néanmoins, cette protection se révèle insuffisante pour celui auquel la loi ferme l’option pour l’usufruit légal : le survivant laissé en la présence d’au moins un enfant issu d’une précédente union. L’introduction de cette distinction à l’article 757du Code civil ne permet pas, en effet, de garantir aux veuves et veufs, issus en particulier de familles recomposées, le maintien de leurs conditions d’existence antérieures, ce, d’autant plus que le droit viager au logement ne peut passe cumuler avec le quart légal en propriété. D’où la nécessité pour le futur défunt d’anticiper les conséquences de sa disparition. Le droit patrimonial de la famille offre, à cet égard, toute une panoplie d’instruments juridiques que le législateur du 23 juin 2006 est venu étoffer, notamment par les nouvelles libéralités-partages et les libéralités graduelles et résiduelles. Toutefois, il sera fait appel aux outils les plus classiques issus, pour les uns, du droit des régimes matrimoniaux avec les avantages matrimoniaux, pour les autres, du droit des libéralités avec l’institution contractuelle entre époux. La voie matrimoniale devant, autant que faire se peut, constituer l’essentiel de la protection du conjoint survivant. Enfin, il sera de bonne pratique de compléter ces mesures de prévoyance conjugale par le recours à l’assurance-vie et à la société civile de gestion de portefeuille de valeurs mobilières. / The law dated December 3rd, 2001 realized, undoubtedly, a major step forward in the protection of the surviving spouse since it recognizes for him a legal vocation in property and it allows himself, the rest of his life, to remain in the matrimonial home. Nevertheless, this protection turns out to be insufficient for the one to which the law closes the option for the legal usufruct : the survivor left with at least one child stemming from a previous union. The introduction of this distinction in the article757 of the civil Code does not, indeed, allow to guarantee for the widows and widowers, stemming in particular from blended families, the preservation of their previous conditions of existence, it, especially as the right life annuity in the accommodation cannot accrue with the legal quarter in property. Where from thenecessity for the future deceased to anticipate the consequences of his disappearance. The property right of the family offers, in this respect, a whole outfit of legal instruments which the legislator of June 23rd, 2006 came to enrich, in particular by new liberalities-divisions and the gradual (and residual) liberalities. However, it will be called on to the most classic stemming tools, for some, of the right of the matrimonial systems with the marital advantages, for the others, the right of the liberalities with the contractual institution between spouses. The marital way in front of, as far as possible, to constitute the main part of the protection of the survivor. Finally, it will be considered as good practice to complete these measures of conjugal foresight by the life insurance and the civil society of management of portfolio of securities. Conjoint survivant Droit viager au logement Familles recomposées Avantages matrimoniaux Institution contractuelle entre époux Assurance-vie France Surviving spouse Right life annuity in the accomodation Blended families Marital advantages Life insurance France
9	Maintenance of the surviving spouse in South Africa : the challenges faced by the executor Williams, Ronel Anneli 02 1900 (has links) The Maintenance of Surviving Spouses Act 27 of 1990 came into operation thirty years ago and has remained relatively unchanged since its promulgation. The stated objective of the Act is to provide the surviving spouse with a claim for maintenance against the estate of the deceased spouse in certain circumstances. This objective is sound, as it is evident from an analysis of the history of our law that legislation was needed to address the financial position of a survivor following the death of his or her spouse. The practical application of the Act is, however, not as robust as it does not always achieve the stated objective and often leads to unintended consequences. This research has a dual objective. The first aim is to analyse the practical considerations when an executor applies the Act and to consider the challenges the executor must deal with when considering a maintenance claim under the Act. The second aim is to investigate possible solutions to these challenges and to consider whether there are viable alternative arrangements for the way in which a maintenance claim under the Act is handled. The purpose of the study is to formulate a comprehensive recommendation for legislative reform of the Act so that the practical application of the Act achieves a result that reflects the objective of the Act. / Private Law / LL.D. Maintenance Surviving spouse Survivor Executor Maintenance of Surviving Spouses Act Deceased estate Reasonable maintenance needs Own means Life partnerships Heterosexual life partners Same-sex life partners Religious marriages 346.52068 Widow's allowance -- South Africa Spouse's share -- South Africa
10	Le train de vie en droit privé / Standard of living in private law Martinez, Michaël 19 October 2016 (has links) Locution issue du langage courant, le « train de vie » a été importée dans la sphère juridique dès la fin des années 1930 pour lutter contre la fraude fiscale. Depuis les années 1960 et surtout 2000 elle est utilisée dans toutes les branches du droit privé. Elle n’a pourtant reçu aucune définition. Partant de ce constat, la première partie de cette thèse s’intéresse au contenu juridique de la notion de train de vie. Elle y est définie comme la jouissance, à titre habituel d’une certaine quantité de biens et de services, caractérisant à la fois un niveau de vie et une habitude de vie. Il ressort de cette définition que tant les biens que les services peuvent être le support du train de vie, que cette notion s’apprécie en jouissance et non en propriété et qu’une condition de durée doit être remplie. La seconde partie de cette thèse s’intéresse aux effets qui sont attachés au train de vie. Il est toujours utilisé en tant que point de référence mais n’est pas toujours invoqué par la même personne. Ainsi, le train de vie peut être soit opposé à son bénéficiaire par un tiers, soit opposé par son bénéficiaire à un tiers. Dans le premier cas, il est un point de référence permettant d’identifier une disproportion, à laquelle sont attachées des conséquences juridiques néfastes pour le bénéficiaire du train de vie. Dans le second cas, il sert de point de référence pour apprécier et traiter une situation de rupture patrimoniale. Caractérisant une situation économique habituelle, le train de vie est doté d’une certaine inertie,qui nécessite qu’il ne soit pas arrêté brutalement. Il est alors de nature à conférer des droits à son bénéficiaire. / An expression usually found in everyday language, the « train de vie », or standard of living, wasbrought into the legal sphere as early as the late 1930’s in a bid to fight fiscal fraud. Since the 1960’s, and evenmore so since the 2000’s, it is found in all branches of private law. It has, however, never been defined.Therefore, the first part of this thesis looks into the legal content of the idea of « train de vie ». It is definedhere as the enjoyment of a certain quantity of goods and services that has come to be the habitual, markingboth a standard of living and a life habit. This definition of the expression leads to the conclusion that as goodsand services can support of the « train de vie », this is a notion that is to be assessed in enjoyment and not inpropriety, and that a condition of length of time is to be fulfilled. The second part of this thesis focuses on theeffects attached to the « train de vie ». It is still used as a reference point but not always invoked by the sameperson. Therefore, the “train de vie” can either be set against it’s beneficiary by a third party, or by it’sbeneficiary against a third party. In the first case, it becomes a point of reference allowing to identify a lack ofproportion, unto which are attached legal consequences unfavorable to the beneficiary of the « train de vie ».In the second case, it serves as a point of reference to asses and deal with a situation of a patrimonial break.Charaterizing a habitual economic situation, le “train de vie” is endowed with a measure of inertia, whichrequires that it not by stopped suddenly. It is thusfore of a nature to create rights for it’s beneficiary. Niveau de vie Jouissance Habitude Ressources Dépenses Proportionnalité Disproportion Excès Fraude Apparence Assurance-vie Libéralités Facultés Fortune Obligations alimentaires Divorce Prestation compensatoire Cadre de vie Maintenance Conjoint survivant Droit fiscal Droit social Aide sociale Sécurité sociale Droit patrimonial Famille Mariage PACS Concubinage Dépendance économique Standard of living Possession Habit Means Spending Proportionality Disproportion Excess Fraud Appearance Life insurance Gifts Fortune Divorce Compensatory allowance Living environment Maintenance Child support Social support Surviving spouse Fiscal law Social law Social assistance Social security Social Security benefits Droit patrimonial Family Wedding PACS, Concubinage

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