Спадкове право: національний, порівняльний та міжнародний аспекти. Українсько-англомовне науково-практичне видання

Автори

Під редакцією Світлана Ярославівна Фурса
Київський університет права Національної академії наук України, Київ
https://orcid.org/0000-0002-3023-5287
Під редакцією Оксана Василівна Кіріяк
Чернівецький національний університет імені Юрія Федьковича, м. Чернівці
https://orcid.org/0000-0001-8850-805X

Ключові слова:

спадок, спадкові відносини, заповіт, спадкове право, електронний заповіт, міжнародне право

Короткий опис

Українсько-англомовне науково-практичне видання присвячене аналізу українськими та іноземними вченими і практичними фахівцями актуальних питань спадкового права. Висвітлені проблемні питання теорії спадкового права та окремих його інститутів, судової практики з розгляду спадкових справ, нотаріальної та консульської практики вчинення нотаріальних проваджень, що повязані із спадковими відносинами. Автори грунтовно проаналізували інститути спадкового права України, зокрема, актуальні та проблемні аспекти заповітів та їх форми у порівняльному аспекті на прикладі Польщі, Франції та інших іноземних країн, міжнародні аспекти спадкових відносин. Запропонований глибокий аналіз іноземного законодавства щодо спадкового права Франції, Швейцарії, Республіки Молдова, Латвії, Словаччини тощо з метою вивчення українськими фахівцями іноземного досліду та адаптації законодавства України до законодавства Європейського Союзу.
Видання стане у нагоді науковцям, суддям, адвокатам, нотаріусам, консулам, аспірантам, докторантам, усім, хто цікавиться як національними, так і міжнародними аспектами спадкового права.

Розділи

Біографії авторів

Світлана Ярославівна Фурса, Київський університет права Національної академії наук України, Київ

докторка юридичних наук, професорка

завідувачка кафедри міжнародного права та галузевих правових дисциплін

заслужена юристка України

Євген Іванович Фурса, Київський університет права Національної академії наук України, Київ

кандидат юридичних наук, процесор кафедри міжнародного права та галузевих правових дисциплін

Фаб’єн Лабель, Турський університет, Тур

PhD, професор Університету Тура, IRJI Франсуа-Рабле (UR 7496)

 

Аліна В’ячеславівна Гончарова, Навчально-науковий інститут права СумДУ, Суми

кандидат юридичних наук, доцент кафедри кримінально-правових дисциплін та судочинства запрошений дослідник Le Studium (Франція)

Тетяна Олександрівна Бордюг, Фрібурзький університет, Фрібург

доктор філософії з права, здобувач LL.M. в Інституті міжнародного комерційного права Фрібурзького університету

Альона Кара-Руснак, Міністерство навколишнього середовища, Кишинів

Державний секретар Міністерства навколишнього середовища Республіки Молдова

доцентка кафедри приватного права юридичного факультету Молдовського Державний університету

Віталій Пістрюга, Молдовський Державний університет, Кишинів

нотаріус

лектор кафедри приватного права юридичного факультету

Дана Роун, Університет міста Туріба, м. Туріба

докторка права, доцентка, лекторка юридичного факультету

Мірослава Доліхалова, Університету ім. Матея Бела, м. Банська Бистриця

докторка права, доцентка кафедри цивільного та трудового права юридичного факультету

Юрай Такач, Університету ім. Матея Бела, м. Банська Бистриця

доктор права, доцент кафедри цивільного та трудового права юридичного факультету

Оксана Василівна Кіріяк, Чернівецький національний університет імені Юрія Федьковича, м. Чернівці

кандидатка юридичних наук, доцентка кафедри приватного права

Євген Євгенович Фурса, Консульство України, м. Анталія

кандидат юридичних наук , консул

Лілія Володимирівна Козяр-Скок, Хмельницький нотаріальний округ Хмельницької області

кандидат юридичних наук

приватний нотаріус

Юрій Олександрович Заіка, Науково-дослідний інститут приватного права і підприємництва імені академіка Ф.Г. Бурчака АПрН України, м. Київ

доктор юридичних наук, професор, головний науковий співробітник відділу проблем приватного права

Сібілла Богданівна Булеца, ДВНЗ «Ужгородський національний університет», м. Ужгород

доктор юридичних наук, професор,завідувач кафедри цивільного права і цивільного процесу юридичного факультету

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Uniform Electronic Wills Act (UEWA) adopted by National Conference of Commissioners on Uniform State Laws, from 01.02.2021. [online] Available at: https://www.uniformlaws.org/viewdocu-ment/final-act‑60? CommunityKey=a0a16f19–97a8–4f86-afc1-b1c0e051fc71&tab=librarydocuments [Accessed 20.09.2024].

Gencs, Z., Mantojumu kārtošana. – ​Riga, Tiesu namu aģentūra, 1996, p. 5.

The judgment of the Senate of April 29, 2016 in the case Nr. SKA‑558/2016 (A420435913),13.punkts.

The decision of the Senate of August 2, 2016 in case no. SKC‑2135/2016 (C 02000616), subsection 6.1.

The judgment of the Senate of October 30, 2015 in case no. SKC‑169/2015 (C 04333709), point 13.

The decision of the action session of the Civil Affairs Department of the Supreme Court of June 14, 2022 in case no. SKC‑664/2022.

The judgment of the Senate of October 25, 2013 in case no. SKC‑195/2013 (C 28278209) subsection 7.1 with reference to the judgment of the Senate of March 27, 2013 in case no. SKC‑94/2013 (C 04218505), judgment of September 14, 2011 in case no. SKC‑244/2011 (C 15168407), judgment of November 24, 2010 in case no. SKC‑240/2010 (C 04285907)

V. Alksnis. Mantojuma tiesības. Mūsu Īpašums. 1939.g. Nr. 11, p. 173.

Z. Gencs. Tiesu prakses aktuālās problēmas mantojuma lietās. – ​Juristu Žurnāls, 1996, p. A79.

E. Pilipsons. Līgumiskās mantošanas tiesisko situāciju noteikšanas problemātika. – ​Jurista Vārds, 18.10.2022. No. 42(1256).

The judgment of the Senate of March 25, 2009 in case no. SKC‑113/2009 (C 17060706) with reference to: Čakste Konstantin. Civil law (manuscript). Riga, 1940, page 35.

The judgment of the Senate of March 25, 2009 in case no. SKC‑113/2009 (C 17060706) with reference to: Vēbers J. Latvijas Republikas Civillikuma komentāri. Ģimenes tiesības. Rīga: Mans Īpašums. 2000, pp.48–49.

Supreme Court Senate judgment as of 27.06.2014. in civil case No. SKC‑167/2014 (C 03033106) Clause 9.2. Also Gencs Z. Civil Law Commentary. Part two. Inheritance law (Articles 655 to 840). Riga: TNA, 2012, pp.66. – 67.

Kalniņš V. Romiešu civiltiesību pamati. Rīga: Zvaigzne, 1977, p. 15.

Mitans R. Inventara tiesība. Pašvaldības darbs. Latvijas pagastu darbvežu biedrība,1939, Nr. 1, p. 3.

Mantojuma kārtošanas process – ​soli pa solim. Available: https://www.latvijasnotars.lv/articles/mantojuma-kartosanas-process-soli-pa-solim

Regulations of the Cabinet of Ministers No. 543 «Procedure for compiling the heritage inventory list».19.11.2019. Latvijas Vēstnesis, 22.11.2019., Nr. 235.

Law on Court Bailiffs. 01.01.2003. Latvijas Vēstnesis, 13.11.2002., Nr. 165.

S. Auzarēja-Auzere. Mantošana ar inventāra tiesībām. Jurista Vārds, 26.07.2022. Nr.30(1244).

Regulation (EU) No 650/2012 of the European Parliament and of the Council of 4 July 2012 on jurisdiction, applicable law, recognition and enforcement of decisions and acceptance and enforcement of authentic instruments in matters of succession and on the creation of a European Certificate of Succession. OJ L 201, 27.7.2012.

Par viedokļa sniegšanu. Ministry of Justice of Latvia. Available: https://www.lzti.lv/informacija-zverinatiem-tiesu-izpilditajiem/

In comparison see Čakste K. Civil law. Lectures. Articles. Riga: Zvaigzne ABC, 2011, p. 242.

See Annex III). Gencs Z. Commentary on Section 329 of the Civil Law. Book: Comments on the Civil Procedure Law. A collective of authors. Prof. K. Torgāns and M. Dudelis in general scientific editorial. Riga: Tiesu Namu aģentūra, 1999, p. 246.

Supreme Court of Latvia judgment as of December 16, 2024 in civil case C 30737819, SKC‑50/2024, point 7.3.1.

Gencs Z. Civil Law Commentary. Part two. Inheritance law (Articles 655–840). Riga: Tiesu Namu aģentūra, 2012, p. 185.

The judgment of the Senate of January 31, 2020 in case no. SKC‑147/2020 (ECLI: LV: AT:2020:0131.C 68314217.10.S), paragraph 8, judgment of November 23, 2017 in case no. SKC‑390/2017 (ECLI: LV: AT:2017:1123.C 06055412.1.S), subsection 7.5.

The judgment of the Senate of March 6, 2019 in case no. SKC‑135/2019 (ECLI: LV: AT:2019:0306.C 05047414.6.S) Subsection 8.1 with reference to: Civillikuma komentāri. Mantojuma tiesības. Eds. Krauze R. and Gencs Z. Rīga: Mans īpašums, 1997, p. 293.

The judgment of the Senate of April 14, 2020 in case no. SKC‑647/2020 (ECLI: LV: AT:2020:0414.C 73474319.13.S), point 7.

The judgment of the Senate of March 1, 2018 in case no. SKC‑58/2018 (ECLI: LV: AT:2018:0301.C 26132615.1.S), subsection 7.2.

J J. G. Rusakovs. Mantojuma tiesību reforma. Kas lēni nāk, tas labi nāk. – ​Jurista Vārds, 25.04.2024. Nr. 17(1335)

Cabinet of Ministers Order No. 797 of 19 November 2009 «On the Concept of Modernization of the Inheritance Rights Article of the Civil Law». Available: https://likumi.lv/ta/id/200900-par-koncep-ciju-par-civillikuma-mantojuma-tiesibu-dalas-modernizaciju

Problems of the legal regulation of the Succession Law Article of the Civil Law and the need for their modernization. Final deliverable. Riga, 2017. Available: https://www.tm.gov.lv/sites/tm/files/2020–01/Documents/mantosanas-petijuma-gala-nodevums‑20102017-final.pdf

I. Lībiņa-Egnere. Briefly about the reform of inheritance law. – ​Jurista Vārds, 25.04.2024. No. 17(1335)

Osipova S. Notariāta ģenēze un evolūcija Latvijā no XIIIgs. līdz XIXgs. Latvijas atjaunotā notariāta desmitgade. Rakstu krājums. Rīga: Latvijas Zvērinātu notāru padome, 2003, p. 17.

Ieskats Latvijas notariāta attīstībā. Rīga: Mans Īpašums, 1998, p.5.

Law on Notaries: Law of the Republic of Latvia. Valdības Vēstnesis, December 17, 1937, no. 287.

Osipova S. Latvijas notariāta funkcijas un tā sniegtās juridiskās palīdzības pieejamība, to izvērtējums: pētījums. Available at: http://www.tm.gov.lv/lv/documents/petijumi/Osipova_petijums_07022009-final.doc [seen 19.08.2024].

On the renewal of the force of the Notarial Law of the Republic of Latvia of 1937 and amendments and additions thereto: Law of the Republic of Latvia. Latvijas Vēstnesis, 9 July 1993, no. 48. Available at: http://www.likumi.lv/doc.php?id=59982&version_date=01.09.1993 [seen 21.08.2024.]

The science also mentions the opinion that the Latin-type notary has existed in Latvia only since the restoration of the force of the Notarial Law in 1937 in 1993. (Šermukšnis I. Notariāts Latvijā – problēmas un perspektīvas. Grām.: Latvijas atjaunotajam notariātam – ​10 gadi. Zinātniskā konference «Latvijas notariāts ceļā uz Eiropas Savienību». [B.v.]: [B.i.], 2003, p. 20) This statement cannot be accepted, respecting the introduction of the Latin-type notarial system as early as the 19th century.

Linda Damane. Notarial deed as a guarantor of property and non-property rights. Doctoral thesis. Defended at the University of Latvia in 2011. Available at: https://luis.lu.lv/pls/pub/wct.doktd?l=1 (seen 04.10.2024.)

Code civil. Les defis d’un nouveau siecle. 100e notaires de France congres. Paris. 16–19 May 2004, Partenaire des notaires. [B.v.]: [B.i.], 2004.

Given the historical situation of the republican period, it is permissible that these free persons (exceptores) were freedmen. Linda Damane. Notarial deed as a guarantor of property and non-property rights. Doctoral thesis. Defended at the University of Latvia in 2011. Available at: https://luis.lu.lv/pls/pub/wct.doktd?l=1 (seen 04.10.2024.). I.e., when a slave became free in the legal sense with liberation, the legal status was not entirely comparable to that of a freeborn citizen (ingenuus), which in later life deprived him, for example, of the right to hold public office. Hill V. Foundations of Roman Civil Law. Rīga: Zvaigzne, 1977, p.72.

Osipova S. Latvijas notariāta funkcijas un tā sniegtās juridiskās palīdzības pieejamība, to izvērtējums: pētījums. From: Oestrley, Ferdinand Das deutsche Notariat. Hannover: Hahnschen Buchhandlung, 1842. Bd. I, Geschichte des Notariat, S. 8. Available at: http://www.tm.gov.lv/lv/documents/petijumi/Osipova_petijums_07022009-final.doc [accessed 15 September 2011].

Gaivenis V. From the scribe to the notary. Vilnius: R. Paknio leidykla, 2007, p.20.

Jean Yaigre (1996). Droit professionnel notarial. 4e édition, Lexis Nexis. 190 р.

Ieskats Latvijas notariāta attīstībā. Rīga: Mans Īpašums, 1998, p.5.

Dekerss Ē. Notāra profesija, tās deontoloģija un tās struktūras. Ziņojums. Starptautiskā latīņu notariāta savienība. Eiropas un vidusjūras reģiona lietu komisija. Notary Academy. 2000. From: Bethens P. Definition of «The Free Profession.» Edition: 21st century liberal professions, FVIB-UN-PLIB, Brussels, 1998, p. 29. Available at: http://latvijasnotars.lv/site/docs/2007/10/16/dekers-deont.pdf [seen 03.04.2024].

On the judiciary: Law of the Republic of Latvia. Rapporteur of the Saeima and the Cabinet of Ministers of the Republic of Latvia, January 14, 1993, No. 1. Available at: http://www.likumi.lv/doc.php?id=62847 [seen 03.04.2024]

Slapnicka H. Österreichisches Recht ausserhalb Österreichs. Der Untergang des österreichischen Rechtraums. Wien: GVP, 1973. р. 18; 23; 34

Motivenbericht zum Regierungsentwurf eines bürgerlichen Gesetzbuchs. Per. R. Seifert]. Bratislava: Prager, 1937.

Schubert W., Pokoma J., Fiala J., Krasa H. – ​C. Das ABGB in der Tshcechoslowakie. Österreich Allgemeines Bürgerliches Gesetzbuch (ABGB). Eine europäische Privatrechtskodifikation. Band III: Das ABGB ausserhalb Österreichs. – [Hrsg, von E. Berger], P. 235

Shutko N. I. Influence of Austrian civil law on codification and unification of law in Czechoslovakia (1918–1939). Scientific Bulletin of Kherson State University. Issue 3. Volume 1. 2014. P. 228

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