UNIVERSITÀ DEGLI STUDI DI CAMERINO SCUOLA DI GIURISPRUDENZA CASE STUDIES AND BEST PRACTICES ANALYSIS TO ENHANCE EU FAMILY AND SUCCESSION LAW. WORKING PAPER a cura di Jerca Kramberger Škerl, Lucia Ruggeri, Francesco Giacomo Viterbo CAMERINO 2019 UNIVERSITÀ DEGLI STUDI DI CAMERINO SCUOLA DI GIURISPRUDENZA CASE STUDIES AND BEST PRACTICES ANALYSIS TO ENHANCE EU FAMILY AND SUCCESSION LAW. WORKING PAPER a cura di Jerca Kramberger Škerl, Lucia Ruggeri, Francesco Giacomo Viterbo CAMERINO 2019 COMITATO SCIENTIFICO INTERNAZIONALE Prof. Ignacio De Cuevillas Matozzi, Prof. Manuel Ignacio Feliu Rey, Prof. Luigi Ferrajoli, Prof. Giulio Illuminati, Prof. Fabian Klinck, Prof. Rolf Knütel, Prof. Luigi Labruna, Prof. Franco Modugno, Prof. Pietro Perlingieri, Prof. Ingo Reichard DIRETTORE SCIENTIFICO Prof. Rocco Favale COMITATO DI REDAZIONE Marta Cerioni, Danila Di Benedetto, Giovanna Di Benedetto, Roberto Garetto, Manuela Giobbi, Federico Pascucci, Giovanni Russo, Karina Zabrodina ISBN: 978-886768-042-9 Copyright: Facoltà di Giurisprudenza. Università di Camerino, 7 Dicembre 2019 Indirizzo di contatto: [email protected] This book collects the Case studies and best practices analysis to enhance EU Family and Succession Law. Working Paper which is a deliverable of the project number n. 800821-JUST-AG- 2017/JUST-JCOO- AG-2017 The content of this book represents the views of the authors only and is their sole responsibility. The European Commission does not accept any responsibility for use that may be made of the information it contains. Working Paper INDICE María Belén Barrios Garrido-Lestache Public notary - Barco de Ávila Transborder successions including unliquidated matrimonial property regime of a dissolved marriage ............ pag. 7 Vincenzo Bonanno Student at the Specialization School in Civil Law - University of Camerino Patrimonial regimes and de facto cohabitation in European and Italian law ............................................ pag. 19 María José Cazorla González Full Professor of Civil Law - University of Almería Matrimonial property regimes after the dissolution by divorce: connections and variables that determine the applicable law ............................................................................................................... pag. 31 Stefano Deplano Tenure Track Researcher in Civil Law - University of Campania “L. Vanvitelli” Applicable law to succession and European public policy ............................................................................ pag. 47 Giovanna Di Benedetto Student at the Specialization School in Civil Law - University of Camerino Contents of the European succession certificate and the rights of the surviving spouse under the German law .............................................................................................................................. pag. 55 Filip Dougan PhD Student, Teaching and Research Assistant, Faculty of Law - University of Ljubljana Matrimonial property and succession - The interplay of the matrimonial property regimes regulation and succession regulation ........................................................................................................................... pag. 75 Roberto Garetto Research Fellow, School of Law - University of Camerino Opposite-sex registered partnerships and recognition issues .......................................................................... pag. 89 Quaderni degli Annali della Facoltà Giuridica dell’Università di Camerino – n. 3/2019 1 Case Studies and best practices analysis to enhance EU Family and Succession Law Helena Machado Barbosa da Mota, Full Professor of Private International Law - University of Oporto Isabel Espín Alba, Full Professor of Civil Law - University of Santiago de Compostela Matrimonial property regimes and succession issues after the dissolution by death of a cross-border marriage................... ...................................................................................................... pag. 103 Luka Mišič Teaching and Research Assistant, Faculty of Law - University of Ljubljana Social rights of EU citizens and their family members in cross-border situations ......................................... pag. 117 Federico Pascucci Research Fellow, School of Law - University of Camerino Intersectional discrimination and survivors’ pension .................................................................................... pag. 129 Ana María Pérez Vallejo Full Professor of Civil Law - University of Almería Waiver of economic benefits on premarital agreement with cross-border dimension ........................................ pag. 145 Giovanni Russo PhD Student in Civil Law and Constitutional Legality - University of Camerino Legacy by vindication: how to manage right in rem issues .......................................................................... pag. 159 Francesco Giacomo Viterbo Associate Professor of Private Law - University of Salento - Fondazione Scuola di Alta Formazione Giuridica Claim for maintenance after divorce: legal uncertainty regarding the determination of the applicable law ....... pag. 171 Danijela Vrbljanac Assistant Professor, Department of Private International and European Law - University of Rijeka The matrimonial property regime regulation: selected issues concerning applicable law. Working paper ......... pag. 185 Karina Zabrodina PhD Student in Civil Law and Constitutional Legality - University of Camerino The law applicable to property regimes and agreements on the choice of court according to Regulations (EU) 1103 and 1104 of 2016 ............................................................................................. pag. 197 2 Quaderni degli Annali della Facoltà Giuridica dell’Università di Camerino – n. 3/2019 Working Paper Mirela Župan, Full Professor of Private International Law - Josip Jurai Strossmayer University of Osijek Paula Poretti, Assistant Professor of Civil Law - Josip Jurai Strossmayer University of Osijek Application of the matrimonial property regulation in Croatia ................................................................... pag. 209 Quaderni degli Annali della Facoltà Giuridica dell’Università di Camerino – n. 3/2019 3 Case Studies and best practices analysis to enhance EU Family and Succession Law 4 Quaderni degli Annali della Facoltà Giuridica dell’Università di Camerino – n. 3/2019 Working Paper JERCA KRAMBERGER ŠKERL, LUCIA RUGGERI and FRANCESCO GIACOMO VITERBO Foreword This e-book is the result of the second period of the team’s work on the Project Personal Solution in European Family and Succession Law. The Project is designed as a sequence of stages of progressive research leading to a better understanding and application of the European Union legislation property. At the end of the first stage of our common journey, we published the e-book ‘Family Property and Succession in EU Member States. National Reports on the Collected Data’, which provides an updated insight into the current situation in each EU Member State emphasizing the most important issues in the context of property relations in family and succession law and the existing social structures. In the course of the second stage, we have collected working papers that analyze case studies and best practices to enhance EU family and succession law. In these case studies, careful consideration is given to concrete matters of both matrimonial property regimes and the property consequences of registered partnerships, as well as to cross-border succession, entailing the interpretation of EU Regulations Nos. 2016/1103, 2016/1104 and 650/2012. The working method adopted in all papers was to start from a hypothetical case description and focus on the resulting quaestio iuris. Case-law and doctrine (if relevant) are subsequently taken into consideration in order to illustrate the correct manner of legally resolving that hypothetical case. The focus is laid on the applicability of the EU Regulations and on the results of such application. We believe this publication to be an important achievement and we are grateful for the support of the European Commission which, by virtue of its Justice Programme, facilitates results that would otherwise be difficult to accomplish. We also need to acknowledge the work and generous efforts of the national stakeholders who contributed to this collection of case studies on family and succession law and thus shared their professional experience and skills. Quaderni degli Annali della Facoltà Giuridica dell’Università di Camerino – n. 3/2019 5 Case Studies and best practices analysis to enhance EU Family and Succession Law Via the analysis of hypothetical cases, this publication provides an overview of the legal and social issues relating to the interpretation and application of the said EU Regulations. In this respect, it also contributes to the creation and the utility of the Atlas which is intended to provide couples with personalized and tailor-made solutions relating to the property consequences of marriage and register partnerships. The Atlas (in its work-in-progress version) is available at the Project webpage https://www.euro-family.eu/. Although the idea of this e-book comes from the Camerino PSEFS team, which is also the leader and coordinator of the PSEFS Project, and the Faculty of Law of the University of Ljubljana is leading the stage of the Project, the contents of the e-book are a common accomplishment of all Project partners: besides the Camerino and Ljubljana PSEFS team, also of the PSEFS