EU SUCCESSION REGULATION No 650/2012

23 / 48

Table of Contents
XX
II. The elements comprising the substantive validity of dispositions of property
upon death........................................................................................................................ 326
1. The capacity of the person making the disposition of property upon death to
make such a disposition (Article 26(1)(a)) .....................................................................326
2. The particular causes which bar the person making the disposition from
disposing in favor of certain persons or which bar a person from receiving
succession property from the person making the disposition (Article 26(1)(b)) ............ 329
3. The admissibility of representation for the purposes of making a disposition
of property upon death (Article 26(1)(c)).......................................................................330
4. The interpretation of the disposition (Article 26(1)(d)).................................................. 331
5. Vices of consent of the person making the disposition (Article 26(1)(e)) ....................... 332
III. Capacity to modify or revoke a disposition of property upon death following
a change of the applicable law (Article 26(2))..............................................................332
Article 27 – Formal validity of dispositions of property upon death
made in writing ................................................................................................ 334
I. Introduction .......................................................................................................................336
ΙΙ. Scope of application .........................................................................................................338
III. Alternative connecting factors for evaluating the formal validity of dispositions
of property upon death (Article 27(1)) ..........................................................................341
1. Lex loci actus (Article 27(1)(a))...................................................................................... 342
2. Lex patriae (Article 27(1)(b)) .........................................................................................343
3. Lex domicilii (Article 27(1)(c)) ...................................................................................... 343
4. Law of the habitual residence (Article 27(2)(d))............................................................ 344
5. Lex rei sitae (Article 27(1)(e)) ....................................................................................... 346
IV. Formal validity of dispositions of property upon death modifying or revoking
an earlier disposition (Article 27(2)) ............................................................................. 346
V. Provisions of national law limiting the permitted forms of dispositions of
property upon death by reference to specific criteria or determining the
qualifications of witnesses (Article 27(3)) .................................................................... 347
Article 28 – Validity as to form of a declaration concerning acceptance
or waiver ............................................................................................................349
I. Introduction .......................................................................................................................349
II. Scope of application .........................................................................................................351
III. Applicable law................................................................................................................. 355
Article 29 – Special rules on the appointment and powers
of an administrator of the estate in certain situations .............................358
Article 30 – Special rules imposing restrictions concerning or affecting
the succession in respect of certain assets ..................................................359
Ι. Introductory notes .............................................................................................................361
ΙΙ. The rationale for the provisions of Articles 29 and 30 of the
Regulation: The problem of devolution and acquisition of the succession
in private international law............................................................................................. 362
ΙΙΙ. The provision of Article 29 of the Regulation ..............................................................365