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Final Report on the Conducted Research on the Implementation of the Succession Regulation in Croatia and Slovenia

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Final Report on the Conducted Research on the Implementation of the Succession Regulation in Croatia and Slovenia Project „CISUR – Enhancing Judicial Cooperation on the Implementation of the Succession Regulation in Croatia and Slovenia“/ „CISUR – Jačanje pravosudne suradnje u primjeni Uredbe o nasljeđivanju u Hrvatskoj i Sloveniji“ Coordinator: Croatian Law Centre (HR). Other beneficiaries: Peace Institute (SI), Ministry of Justice of the Republic of Croatia (HR), Croatian Notaries Chamber (HR) and Chamber of Notaries of Slovenia (SI). Associate: Supreme Court of the Republic of Croatia (HR) Slađana Aras Kramar, Marko Turk and Katarina Vučko, project experts FINAL REPORT ON THE CONDUCTED RESEARCH ON THE IMPLEMENTATION OF THE SUCCESSION REGULATION IN CROATIA AND SLOVENIA October 2019 This project is co-funded by the European Union’s Justice Programme (2014-2020), Croatian Law Centre, Peace Institute, Ministry of Justice of the Republic of Croatia, Croatian Notaries Chamber. The contents of this publication are the sole responsibility of Croatian Law Centre. Copyright © 2019 Croatian Law Centre (All rights reserved) 2 CONTENTS I. INTRODUCTION .............................................................................................................. 7 II. SUCCESSION REGULATION ....................................................................................... 10 A. SUCCESSION REGULATION AND EU ACTIVITIES IN GENERAL .................... 10 B. SCOPE .......................................................................................................................... 13 1.Substantive scope of application .................................................................................... 13 2. Territorial scope of application ..................................................................................... 25 3. Temporal scope of application ...................................................................................... 26 C. COMPETENCE ............................................................................................................ 26 1. The term “court” pursuant to Art. 3, para. 2 of the Succession Regulation and notaries ........................................................................................................................................... 26 2. General judrisdiction ..................................................................................................... 28 3. Agreement on the choice-of-law (prorogation of jurisdiction) ..................................... 35 4. Subsidiary jurisdiction .................................................................................................. 38 5. Forum necessitatis ........................................................................................................ 39 6. Other rules ..................................................................................................................... 40 6.1. Limitation of proceedings .......................................................................................... 40 6.2.Acceptance or waiver of the succession, of a legacy or a reserved share ................... 40 6.3. Seising of a court ....................................................................................................... 40 6.4. Examination as to jurisdiction ................................................................................... 41 6.5 Examination as to admissibility .................................................................................. 41 6.6. Litispendence ............................................................................................................. 42 6.7. Related Actions .......................................................................................................... 43 6.8. Provisional and protective measures .......................................................................... 43 D. APPLICABLE LAW ..................................................................................................... 43 1. Principle of the unity of the estate ................................................................................ 43 3 2. The scope of the applicable law .................................................................................... 46 3. General rule and the possibility of deviating from it .................................................... 47 4. Choice-of-law ............................................................................................................... 48 5. Specific conflict-of-law rules ........................................................................................ 52 5.1. Disposition upon death and succession agreements .................................................. 52 5.2. Validity as to form of a declaration concerning acceptance or waiver of the succession, legacy or a reserved share .............................................................................. 54 5.3. Special rules on the appointment and powers of an administrator of the estate in certain situations ............................................................................................................... 54 5.4.Special rules imposing restrictions concerning or affecting the succession in respect of certain assets ................................................................................................................. 55 5.5. Adaptation of rights in rem ........................................................................................ 55 5.6. Commorientes ............................................................................................................ 56 5.7. Estate without a claimant ........................................................................................... 56 5.8. Reference to another law or renvoi ............................................................................ 56 5.9. Public policy (ordre public) ....................................................................................... 56 5.10. States with more than one legal system ................................................................... 57 E. RECOGNITION AND ENFORCEMENT OF DECISIONS ON SUCCESSION ....... 57 1. Recognition of decisions on succession ....................................................................... 57 2. Member State of origin ................................................................................................. 58 3. Member State of enforcement ....................................................................................... 58 4. Grounds of non-recognition of a decision on succession ............................................. 58 5. Staying the proceedings of recognition of a decision on succession ............................ 62 6. Proceedings on the declaration of enforceability of a decision on succession ............. 62 7. Local jurisdiction of courts ........................................................................................... 62 8. Application for a declaration of enforceability of a decision on succession ................ 63 9. Decion of the application for the declaration of the enforceability of the decision on succession ......................................................................................................................... 64 4 10. An appeal against the decision on the application for a declaration of enforceability of a decision on succession ................................................................................................... 65 11. Staying of the enforcement proceedings ..................................................................... 67 12. Provisional and protective measures ........................................................................... 67 13. Costs of the proceedings and legal aid ........................................................................ 67 F. ACCEPTANCE AND ENFORCEMENT OF AUTHENTIC INSTRUMENTS AND COURT SETTLEMENTS IN MATTERS OF SUCCESSION ........................................... 68 1. Acceptance of authentic instruments in matters of succession ..................................... 68 2. A public discussion on succession matters ................................................................... 69 3. Evidentiary effects of authentic instruments in succession matters .............................. 69 4. Challenge of authenticity of an authentic instrument in matters of succession ........... 71 5. Challenge of legal acts or legal relationships recorded in the authentic instrument in matters of succession ........................................................................................................ 72 6. Declaration of enforceability of an authentic instrument in matters of succession ...... 72 7. Court settlement in matters of succession ..................................................................... 74 8. Declaration of enforceability of a court settlement in matters of succession ............... 74 9. Incompatibility of authentic instruments, court settlements and decisions on succession ........................................................................................................................................... 75 G. EUROPEAN CERTIFICATE OF SUCCESSION ....................................................... 77 1. Creation and purpose of a European Certificate of succession ..................................... 77 2. Competent authority ...................................................................................................... 81 3. Application for a certificate .........................................................................................
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