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This third volume in a series on Comparative Succession Law concerns the entitlement of family members to override the provisions of a deceased person's will to obtain money or assets (or more money or assets) from the person's estate. Some countries, notably those in the civil law tradition (such as France or Germany), confer a pre-ordained share of the deceased's estate or of its value on certain members of the deceased's family, and especially on the deceased's children and spouse. Other countries, notably those in the common law tradition (such as England, Canada, or Australia), leave the matter to the discretion of the court, the amount awarded depending primarily on financial need. Whichever form it takes, mandatory family provision is both a protection against disinheritance and also, therefore, a restriction on testamentary freedom.The volume focuses on Europe and on countries influenced by the European experience. In addition to detailed treatment of the law in Austria, England and Wales, France, Germany, Hungary, Italy, the Netherlands, Norway, Poland, Scotland, and Spain, the book also has chapters on Australia and New Zealand, South Africa, the United States, Canada, the countries of Latin America, and the People's Republic of China. Some other countries are covered more briefly, and there is a separate chapter on Islamic law. The book opens with accounts of Roman law and of the law in medieval and early-modern Europe, and it concludes with a comparative assessment of the law as it is today in the countries and legal traditions surveyed in this volume.
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This fourth volume in the Comparative Succession Law series provides a historical and comparative study of how and by whom the estates of deceased persons are administered, drawing upon the legal traditions of Europe and beyond. When a person dies, their assets (or their value) will transfer to those entitled to inherit them following the deceased's will or, in the absence of a will, according to the rules of intestate succession. Along the way, the assets have to be identified, located, collected in, and safeguarded. Debts owed by the deceased or arising from the death must likewise be identified and then met (if need be, with the proceeds from a sale of estate assets). The whole process by which this is done, from the time of the death until the time of final distribution of the assets to those entitled to receive them, is the subject of Administration of Estates. The topic has sometimes been neglected even within national legal systems, and systematic comparative analysis, at least in the English language, is almost wholly lacking. The volume thus seeks to fill an important gap in the field of comparative succession law.Focusing on the legal systems of Europe and on countries which have been influenced by the European experience, the volume examines the law in Austria, England and Wales, France, Germany, Hungary, Italy, the Netherlands, Norway, Russia, Scotland, and Spain, as well as presenting chapters on Australia and New Zealand, Canada, China, South Africa, South America, and the United States of America. The historical background to the main legal traditions in Europe is represented by chapters on Roman law, the customary law of early-modern Continental Europe, and English law before 1837.
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Launching a major new research project examining the principles of succession law in comparative perspective, this book discusses the formalities which the law imposes in order for a person to make a testamentary disposal of property. Among the questions considered are the following. How are wills made? What precisely are the rules - as to the signature of the testator, the use of witnesses, the need for a notary public or lawyer, and so on? Is there is a choice of will-type and, if so, which type is used most often and what are the advantages and disadvantages of each? How common is will-making or do most people die intestate? What happens if formalities are not observed? How can requirements of form be explained and justified? How did the law develop historically, what is the state of the law today, and what are the prospects for the future?The focus is on Europe, and on countries which have been influenced by the European experience. Thus in addition to giving a detailed treatment of the law in Austria, Belgium, England and Wales, France, Germany, Hungary, Italy, the Netherlands, Poland, and Spain, the book explores legal developments in Australia, New Zealand, the United States of America, and in some of the countries of Latin America with a particular emphasis on Brazil. It also includes chapters on two of the mixed jurisdictions - Scotland and South Africa - and on Islamic Law. The book opens with chapters on Roman law and on the early modern law in Europe, thus setting the historical scene as well as anticipating and complementing the accounts of national history which appear in subsequent chapters; and it concludes with an assessment of the overall development of the law in the countries surveyed, and with some wider reflections on the nature and purpose of testamentary formalities.