EU SUCCESSION REGULATION No 650/2012

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XV
Preface and Acknowledgments .............................................................................................. VII
List of Authors........................................................................................................................ XXIΧ
List of Abbreviations ............................................................................................................ XXXΙ
Introductory Remarks on Regulation No 650/2012
of 4 July 2012 on succession ............................................................................................... 1
I. Introduction ........................................................................................................................... 2
II. Fundamental choices of the EU Succession Regulation..................................................... 3
1. The principle of unity of the law ......................................................................................... 4
2. The concurrence of jurisdiction (forum) and applicable law (jus) rules .............................. 6
3. The principle of predictability for estate planning through freedom of
choice in succession matters................................................................................................ 7
4. The coordination of legal orders .......................................................................................... 8
III. Scope of the EU Succession Regulation............................................................................. 9
IV. The main changes as to Greek law ................................................................................... 11
V. Interpretation of the Regulation and the legal significance of the Preamble ................. 12
CHAPTER I
Scope and Definitions
Article 1 – Scope ....................................................................................................................... 15
I. Introduction ........................................................................................................................ 19
1. The scope of application of the Regulation in general (the relation of the objective
scope of application to the temporal, territorial and international ones –
The personal scope of application) ................................................................................... 19
2. The foundations of the Regulation, their impact on its scope and historic
elements of the provision ................................................................................................. 20
3. The purpose of the rules defining its scope of application in relation
to the general objectives of the Regulation - Autonomous interpretation
and the principle of exclusive application of the Regulation............................................. 21
II. The objective scope of application: Succession ............................................................... 23
1. In general: Positive and negative definition ...................................................................... 23
2. The exclusion of public law matters (revenue, customs or administrative matters,
Article 1(1) second sentence) ........................................................................................... 26
3. Specified exclusions of matters of private (in principle) law related also
to succession (Article 1(2)) .............................................................................................. 28
4. The above issues which are explicitly excluded from the Regulation (as well as
other issues that do not fall under it, e.g. whether a right or obligation belongs
to the estate of the deceased) as preliminary/incidental to a principal issue
of succession .................................................................................................................... 59
Table of Contents