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Problems with the European Certificate of Succession. What the Latin Americans should know about the Vincent Pierre Oberle case (C-20-17) pending before ECJ?

Document Citas 1 Citado por Relacionados
Vincent
AutorMariusz Zalucki
Cargo del AutorAFM Kraków University, Poland. Faculty of Law, Administration and International Relations. Head of the Institute of Private Law
Páginas341-352
— 341 —
Problems with the European Certificate of Succession.
What the Latin Americans should know about the
Vincent Pierre Oberle case (C-20-17) pending before ECJ?
MARIUSZ ZAŁUCKI
AFM Kraków University, Poland
Faculty of Law, Administration and International Relations
Head of the Institute of Private Law
Summary: 1. Initial Comments. 2. EU Succession Regulation. 3. Confirmation of
Succession Rights. 4. Some Doubts Regarding the Application of the New
Regulation. 5. Some Conclusions. Bibliography.
1. Initial Comments
Acquisition of succession rights is an obvious consequence of inheritance1.
Usually, after the death of a natural person, the persons close to the deceased step
into their rights (and duties). This takes place based on an act, a will or inheritance
agreement – the traditional ways of naming a heir. In the different countries the
legislators have assumed different mechanisms related thereto. Generally, in
Europe the legislator may decide in that regard about the instruments used for
that purpose. Therefore, the laws of the particular countries may differ and –
actually – differ. This seems to be a certain problem which may require solving
in future.
Due to the growing migrations, differences in the particular legal systems
become unsatisfactory. In the context of a succession case, acquisition of
assets in several European countries after the death of the owner raises serious
doubts, particularly if the assets are to be acquired by a person from outside
of the EU, just to mention a citizen of any of the Latin America countries. The
strongest doubts refer to who and on what grounds should become the heir of
the deceased2. If the testator owned assets in several countries but lived only
in one country, and the heirs originate from outside of the EU, the succession
law of the several countries, at least theoretically, may apply in the assessment
of who inherits what assets. After carrying out a proper procedure provided by
1 See R. Kerridge, Parry and Kerridge: The Law of Succession, London 2016, p. 1.
2 M. Załucki, Impact of the EU Succession Regulation on Statutory Inheritance,
“Comparative Law Review” 2017, vol.23, pp. 223–239.

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