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.