Postmortal succession on the example of Polish law in a comparative perspective : : Between inheritance law and nonprobate transfers / / Wojciech Banczyk.

• Superior document: Schriften zum Internationalen Privatrecht und zur Rechtsvergleichung
• VerfasserIn: Banczyk, Wojciech,
• Place / Publishing House: Göttingen, Germany : : V&R Unipress ; Brill Deutschland GmbH,, [2023]; ©2023
• Year of Publication: 2023
• Edition: First edition.
• Language: English
• Series: Schriften zum internationalen Privatrecht und zur Rechtsvergleichung.
• Physical Description: 1 online resource (201 pages)

Table of Contents

Intro -- Title Page -- Copyright -- Table of Contents -- Body -- Abbreviations -- Introduction -- 1. Framework of postmortal succession -- 1.1. Notions and scope of work -- 1.1.1. ˋInheritance law' and ˋbeyond inheritance law' -- 1.1.2. ˋEstate' and ˋoutside the estate' -- 1.1.3. ˋBy inheritance' and ˋother than by inheritance' -- 1.1.4. ˋProbate' and ˋnonprobate' -- 1.1.5. Universal and singular succession -- 1.1.6. Testamentary and non-testamentary disposition (wills and will-substitutes) -- 1.1.7. Legal acts mortis causa (at the event of death), inter vivos (lifetime) and post mortem (after death) -- 1.1.8. Inheritance monopoly -- 1.1.9. Estate planning -- 1.2. Functions of postmortal succession -- 1.2.1. Transfer of rights and liability for the duties of the decedent -- 1.2.2. Establishing the successor after the decedent -- 1.2.3. Incentive for increased productivity and savings -- 2. Postmortal succession by inheritance -- 2.1. Features of the general inheritance model -- 2.1.1. The autonomy to appoint an heir or other beneficiaries (testament) -- A. Formality of testaments -- B. Revocability of testaments -- C. Prohibition of joint testaments -- D. Appointment of an heir -- E. Legacy by damnation -- F. Legacy by vindication -- G. Establishment of foundation in a testament -- 2.1.2. Statutory inheritance -- 2.1.3. Statutory protection of the family (legitim) -- 2.1.4. Liability for inheritance debts -- 2.1.5. Limited inheritance by contract -- A. Contract of renunciation of inheritance -- B. Prohibition of inheritance contracts -- C. Prohibition of contracts regarding future inheritance -- 2.1.6. Inheritance after death of the decedent -- A. Waiver of an estate by an heir -- B. Proceeding to attest the heir status (inheritance proceeding) -- C. Division of estate between co-heirs -- D. Testamentary executor.

E. Enterprise management after death -- 2.2. Creation of estate (object of inheritance) by contract -- 2.2.1. Statutory heritability (and non-heritability) of rights and duties -- 2.2.2. Legal acts depriving rights and duties of heritable character -- A. Statement of will submitted but not delivered until the death of the declaring party -- B. Mandate (or service) contract after death of the principal -- C. Specified-work contract after death of the mandatary -- D. Shares in a limited liability company -- E. Shares in a simple joint-stock company -- 2.2.3. Legal acts adding the rights and duties the heritable character -- A. Power of attorney after the death of the principal -- B. Power of attorney after death of the attorney -- C. Contract of mandate (or service rendering) after death of the mandatary -- D. Gratuitous lend-for-use after death of the user -- E. Participation in a civil partnership -- F. The entirety of rights and duties in personal commercial partnerships: general partnership, professional partnership, limited partnership, limited stock partnership -- 2.3. Specific succession by inheritance -- 2.3.1. Statutory-based specific succession by inheritance -- A. Legitim claims -- B. Cooperative shares -- C. Agricultural farms -- 2.3.2. Individual autonomy-based specific succession by inheritance -- A. Shares in a limited liability company in favour of specific persons other than all heirs -- B. Shares in a simple joint-stock company in favour of specific persons other than all heirs -- C. Entailed estate -- 3. Postmortal succession other than by inheritance (nonprobate in narrow and wide sense) -- 3.1. Nontestamentary dispositions mortis causa (will-substitutes) of pecuniary rights -- 3.1.1. Rights in financial products -- A. Bank account and saving-credit cooperative balance disposition -- B. Life insurance sum disposition.

C. Private pension account contribution dispositions -- D. Public pension account balance disposition -- E. Investment fund participation unit repurchase sum disposition -- F. Cooperative and cooperative bank share value disposition -- 3.1.2. Other nontestamentary dispositions -- A. Disposition transferring the entitlement to housing servitude -- 3.2. Specific statutory mortis causa succession other than by inheritance of pecuniary rights -- 3.2.1. Rights of use of real estate -- A. Succession of a lease of a flat -- B. Succession of a cooperative right to a flat and joint tenancy -- C. Succession of a garden allotment lease -- 3.2.2. Employment and social insurance rights -- A. Succession of employee's rights -- B. Succession of social insurance rights -- 3.2.3. Funeral costs repayment rights -- A. Repayment of funeral costs from the banking account, saving-credit cooperative account or investment fund unit repayment sum -- B. Funeral cost allowance -- 3.2.4. Rights in relation to criminal procedure irregularities -- A. Compensation for pecuniary and nonpecuniary losses for improper enforcement of the penalty or improper temporary arrest of deceased suspect -- B. Compensation for pecuniary and nonpecuniary losses for improper enforcement of the penalty of the deceased suspect (minor offence) -- C. Compensation for pecuniary and nonpecuniary losses for issuing or enforcement of invalid judgment or decision against the deceased repressed for a pro-independence activity -- 3.3. Postmortal mortis causa succession of nonpecuniary rights -- A. Nontestamentary disposition mortis causa and specific statutory mortis causa succession of deceased author's personal rights -- B. Specific statutory succession mortis causa of right of the tomb's use -- C. Specific statutory succession mortis causa regarding consent to transfer the fertilised embryo.

D. On succession mortis causa regarding withholding consent to use organs for transplantation -- 3.4. Postmortal succession by means of legal acts post mortem -- A. Donation post mortem -- B. Contract in favour of the third person post mortem -- C. Other contracts post mortem: transfer of claim, release from debt, sales -- 3.5. Postmortal succession by means of fully lifetime transfers -- 3.5.1. Specific real property lifetime transfers serving a function of anticipated succession -- A. Contract with the agricultural farm successor -- B. Life-care contract -- C. Reverse mortgage -- 3.5.2. General lifetime transfers that function as postmortal succession -- A. Lifetime donation -- B. Marital property contract -- 3.5.3. Anticipated succession in favour of an intermediary subject -- A. Family (private) foundation -- B. Other subject serving as intermediary subject of anticipated succession: a company, a public foundation -- 3.6. Rights obtained after death of the decedent, but not succeeded -- A. Postmortal allowance -- B. Compensation for lethal employment incident -- C. Family pension -- 4. Applicability of inheritance law to succession other than by inheritance (short remarks) -- 4.1. Fundamental differences in model of transfer -- 4.2. Inheritance law solutions that do not differentiate between dispositions inter vivos and mortis causa -- 4.3. The question of applicability of detailed inheritance law solutions to succession other than by inheritance -- Conclusion -- Bibliography.