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European UnionRegulation

EU Succession Regulation – Regulation (EU) No 650/2012

Current as of 84 provisionsSuccession Regulation

Provisions

84 in the library

Chapter I – Scope and definitions3
  1. Art. 1

    Scope

    and definitions — Art. 1 Succession Regulation — Scope 1. This Regulation shall apply to succession to the estates of deceased persons. It shall not apply to…

  2. Art. 2

    Competence in matters of succession within the Member States

    This Regulation shall not affect the competence of the authorities of the Member States to deal with matters of succession.

  3. Art. 3

    Definitions

    1. For the purposes of this Regulation: (a) ‘succession’ means succession to the estate of a deceased person and covers all forms of transfer of assets, rights…

Chapter II – Jurisdiction16
  1. Art. 4

    General jurisdiction

    The courts of the Member State in which the deceased had his habitual residence at the time of death shall have jurisdiction to rule on the succession as a…

  2. Art. 5

    Choice-of-court agreement

    1. Where the law chosen by the deceased to govern his succession pursuant to Article 22 is the law of a Member State, the parties concerned may agree that a…

  3. Art. 6

    Declining of jurisdiction in the event of a choice of law

    Where the law chosen by the deceased to govern his succession pursuant to Article 22 is the law of a Member State, the court seised pursuant to Article 4 or…

  4. Art. 7

    Jurisdiction in the event of a choice of law

    The courts of a Member State whose law had been chosen by the deceased pursuant to Article 22 shall have jurisdiction to rule on the succession if: (a) a court…

  5. Art. 8

    Closing of own-motion proceedings in the event of a choice of law

    A court which has opened succession proceedings of its own motion under Article 4 or Article 10 shall close the proceedings if the parties to the proceedings…

  6. Art. 9

    Jurisdiction based on appearance

    1. Where, in the course of proceedings before a court of a Member State exercising jurisdiction pursuant to Article 7, it appears that not all the parties to…

  7. Art. 10

    Subsidiary jurisdiction

    1. Where the habitual residence of the deceased at the time of death is not located in a Member State, the courts of a Member State in which assets of the…

  8. Art. 11

    Forum necessitatis

    Where no court of a Member State has jurisdiction pursuant to other provisions of this Regulation, the courts of a Member State may, on an exceptional basis…

  9. Art. 12

    Limitation of proceedings

    1. Where the estate of the deceased comprises assets located in a third State, the court seised to rule on the succession may, at the request of one of the…

  10. Art. 13

    Acceptance or waiver of the succession, of a legacy or of a reserved share

    In addition to the court having jurisdiction to rule on the succession pursuant to this Regulation, the courts of the Member State of the habitual residence of…

  11. Art. 14

    Seising of a court

    For the purposes of this Chapter, a court shall be deemed to be seised: (a) at the time when the document instituting the proceedings or an equivalent document…

  12. Art. 15

    Examination as to jurisdiction

    Where a court of a Member State is seised of a succession matter over which it has no jurisdiction under this Regulation, it shall declare of its own motion…

  13. Art. 16

    Examination as to admissibility

    1. Where a defendant habitually resident in a State other than the Member State where the action was brought does not enter an appearance, the court having…

  14. Art. 17

    Lis pendens

    1. Where proceedings involving the same cause of action and between the same parties are brought in the courts of different Member States, any court other than…

  15. Art. 18

    Related actions

    1. Where related actions are pending in the courts of different Member States, any court other than the court first seised may stay its proceedings. 2. Where…

  16. Art. 19

    Provisional, including protective, measures

    Application may be made to the courts of a Member State for such provisional, including protective, measures as may be available under the law of that State…

Chapter III – Applicable law19
  1. Art. 20

    Universal application

    Any law specified by this Regulation shall be applied whether or not it is the law of a Member State.

  2. Art. 21

    General rule

    1. Unless otherwise provided for in this Regulation, the law applicable to the succession as a whole shall be the law of the State in which the deceased had…

  3. Art. 22

    Choice of law

    1. A person may choose as the law to govern his succession as a whole the law of the State whose nationality he possesses at the time of making the choice or…

  4. Art. 23

    The scope of the applicable law

    1. The law determined pursuant to Article 21 or Article 22 shall govern the succession as a whole. 2. That law shall govern in particular: (a) the causes, time…

  5. Art. 24

    Dispositions of property upon death other than agreements as to succession

    1. A disposition of property upon death other than an agreement as to succession shall be governed, as regards its admissibility and substantive validity, by…

  6. Art. 25

    Agreements as to succession

    1. An agreement as to succession regarding the succession of one person shall be governed, as regards its admissibility, its substantive validity and its…

  7. Art. 26

    Substantive validity of dispositions of property upon death

    1. For the purposes of Articles 24 and 25 the following elements shall pertain to substantive validity: (a) the capacity of the person making the disposition…

  8. Art. 27

    Formal validity of dispositions of property upon death made in writing

    1. A disposition of property upon death made in writing shall be valid as regards form if its form complies with the law: (a) of the State in which the…

  9. Art. 28

    Validity as to form of a declaration concerning acceptance or waiver

    A declaration concerning the acceptance or waiver of the succession, of a legacy or of a reserved share, or a declaration designed to limit the liability of…

  10. Art. 29

    Special rules on the appointment and powers of an administrator of the estate in certain situations

    1. Where the appointment of an administrator is mandatory or mandatory upon request under the law of the Member State whose courts have jurisdiction to rule on…

  11. Art. 30

    Special rules imposing restrictions concerning or affecting the succession in respect of certain assets

    Where the law of the State in which certain immovable property, certain enterprises or other special categories of assets are located contains special rules…

  12. Art. 31

    Adaptation of rights in rem

    Where a person invokes a right in rem to which he is entitled under the law applicable to the succession and the law of the Member State in which the right is…

  13. Art. 32

    Commorientes

    Where two or more persons whose successions are governed by different laws die in circumstances in which it is uncertain in what order their deaths occurred…

  14. Art. 33

    Estate without a claimant

    To the extent that, under the law applicable to the succession pursuant to this Regulation, there is no heir or legatee for any assets under a disposition of…

  15. Art. 34

    Renvoi

    1. The application of the law of any third State specified by this Regulation shall mean the application of the rules of law in force in that State, including…

  16. Art. 35

    Public policy (ordre public)

    The application of a provision of the law of any State specified by this Regulation may be refused only if such application is manifestly incompatible with the…

  17. Art. 36

    States with more than one legal system – territorial conflicts of laws

    1. Where the law specified by this Regulation is that of a State which comprises several territorial units each of which has its own rules of law in respect of…

  18. Art. 37

    States with more than one legal system – inter-personal conflicts of laws

    In relation to a State which has two or more systems of law or sets of rules applicable to different categories of persons in respect of succession, any…

  19. Art. 38

    Non-application of this Regulation to internal conflicts of laws

    A Member State which comprises several territorial units each of which has its own rules of law in respect of succession shall not be required to apply this…

Chapter IV – Recognition, enforceability and enforcement of decisions20
  1. Art. 39

    Recognition

    1. A decision given in a Member State shall be recognised in the other Member States without any special procedure being required. 2. Any interested party who…

  2. Art. 40

    Grounds of non-recognition

    A decision shall not be recognised: (a) if such recognition is manifestly contrary to public policy (ordre public) in the Member State in which recognition is…

  3. Art. 41

    No review as to the substance

    Under no circumstances may a decision given in a Member State be reviewed as to its substance.

  4. Art. 42

    Staying of recognition proceedings

    A court of a Member State in which recognition is sought of a decision given in another Member State may stay the proceedings if an ordinary appeal against the…

  5. Art. 43

    Enforceability

    Decisions given in a Member State and enforceable in that State shall be enforceable in another Member State when, on the application of any interested party…

  6. Art. 44

    Determination of domicile

    To determine whether, for the purposes of the procedure provided for in Articles 45 to 58, a party is domiciled in the Member State of enforcement, the court…

  7. Art. 45

    Jurisdiction of local courts

    1. The application for a declaration of enforceability shall be submitted to the court or competent authority of the Member State of enforcement communicated…

  8. Art. 46

    Procedure

    1. The application procedure shall be governed by the law of the Member State of enforcement. 2. The applicant shall not be required to have a postal address…

  9. Art. 47

    Non-production of the attestation

    1. If the attestation referred to in point (b) of Article 46(3) is not produced, the court or competent authority may specify a time for its production or…

  10. Art. 48

    Declaration of enforceability

    The decision shall be declared enforceable immediately on completion of the formalities in Article 46 without any review under Article 40. The party against…

  11. Art. 49

    Notice of the decision on the application for a declaration of enforceability

    1. The decision on the application for a declaration of enforceability shall forthwith be brought to the notice of the applicant in accordance with the…

  12. Art. 50

    Appeal against the decision on the application for a declaration of enforceability

    1. The decision on the application for a declaration of enforceability may be appealed against by either party. 2. The appeal shall be lodged with the court…

  13. Art. 51

    Procedure to contest the decision given on appeal

    The decision given on the appeal may be contested only by the procedure communicated by the Member State concerned to the Commission in accordance with Article…

  14. Art. 52

    Refusal or revocation of a declaration of enforceability

    The court with which an appeal is lodged under Article 50 or Article 51 shall refuse or revoke a declaration of enforceability only on one of the grounds…

  15. Art. 53

    Staying of proceedings

    The court with which an appeal is lodged under Article 50 or Article 51 shall, on the application of the party against whom enforcement is sought, stay the…

  16. Art. 54

    Provisional, including protective, measures

    1. When a decision must be recognised in accordance with this Chapter, nothing shall prevent the applicant from availing himself of provisional, including…

  17. Art. 55

    Partial enforceability

    1. Where a decision has been given in respect of several matters and the declaration of enforceability cannot be given for all of them, the court or competent…

  18. Art. 56

    Legal aid

    An applicant who, in the Member State of origin, has benefited from complete or partial legal aid or exemption from costs or expenses shall be entitled, in any…

  19. Art. 57

    No security, bond or deposit

    No security, bond or deposit, however described, shall be required of a party who in one Member State applies for recognition, enforceability or enforcement of…

  20. Art. 58

    No charge, duty or fee

    In proceedings for the issue of a declaration of enforceability, no charge, duty or fee calculated by reference to the value of the matter at issue may be…

Chapter V – Authentic instruments and court settlements3
  1. Art. 59

    Acceptance of authentic instruments

    1. An authentic instrument established in a Member State shall have the same evidentiary effects in another Member State as it has in the Member State of…

  2. Art. 60

    Enforceability of authentic instruments

    1. An authentic instrument which is enforceable in the Member State of origin shall be declared enforceable in another Member State on the application of any…

  3. Art. 61

    Enforceability of court settlements

    1. Court settlements which are enforceable in the Member State of origin shall be declared enforceable in another Member State on the application of any…

Chapter VI – European certificate of succession12
  1. Art. 62

    Creation of a European Certificate of Succession

    1. This Regulation creates a European Certificate of Succession (hereinafter referred to as ‘the Certificate’) which shall be issued for use in another Member…

  2. Art. 63

    Purpose of the Certificate

    1. The Certificate is for use by heirs, legatees having direct rights in the succession and executors of wills or administrators of the estate who, in another…

  3. Art. 64

    Competence to issue the Certificate

    The Certificate shall be issued in the Member State whose courts have jurisdiction under Article 4, Article 7, Article 10 or Article 11. The issuing authority…

  4. Art. 65

    Application for a Certificate

    1. The Certificate shall be issued upon application by any person referred to in Article 63(1) (hereinafter referred to as ‘the applicant’). 2. For the…

  5. Art. 66

    Examination of the application

    1. Upon receipt of the application the issuing authority shall verify the information and declarations and the documents and other evidence provided by the…

  6. Art. 67

    Issue of the Certificate

    1. The issuing authority shall issue the Certificate without delay in accordance with the procedure laid down in this Chapter when the elements to be certified…

  7. Art. 68

    Contents of the Certificate

    The Certificate shall contain the following information, to the extent required for the purpose for which it is issued: (a) the name and address of the issuing…

  8. Art. 69

    Effects of the Certificate

    1. The Certificate shall produce its effects in all Member States, without any special procedure being required. 2. The Certificate shall be presumed to…

  9. Art. 70

    Certified copies of the Certificate

    1. The issuing authority shall keep the original of the Certificate and shall issue one or more certified copies to the applicant and to any person…

  10. Art. 71

    Rectification, modification or withdrawal of the Certificate

    1. The issuing authority shall, at the request of any person demonstrating a legitimate interest or of its own motion, rectify the Certificate in the event of…

  11. Art. 72

    Redress procedures

    1. Decisions taken by the issuing authority pursuant to Article 67 may be challenged by any person entitled to apply for a Certificate. Decisions taken by the…

  12. Art. 73

    Suspension of the effects of the Certificate

    1. The effects of the Certificate may be suspended by: (a) the issuing authority, at the request of any person demonstrating a legitimate interest, pending a…

Chapter VII – General and final provisions11
  1. Art. 74

    Legalisation and other similar formalities

    No legalisation or other similar formality shall be required in respect of documents issued in a Member State in the context of this Regulation.

  2. Art. 75

    Relationship with existing international conventions

    1. This Regulation shall not affect the application of international conventions to which one or more Member States are party at the time of adoption of this…

  3. Art. 76

    Relationship with Council Regulation (EC) No 1346/2000

    This Regulation shall not affect the application of Council Regulation (EC) No 1346/2000 of 29 May 2000 on insolvency proceedings (10).

  4. Art. 77

    Information made available to the public

    The Member States shall, with a view to making the information available to the public within the framework of the European Judicial Network in civil and…

  5. Art. 78

    Information on contact details and procedures

    1. By 16 November 2014, the Member States shall communicate to the Commission: (a) the names and contact details of the courts or authorities with competence…

  6. Art. 79

    Establishment and subsequent amendment of the list containing the information referred to in Article 3(2)

    1. The Commission shall, on the basis of the notifications by the Member States, establish the list of the other authorities and legal professionals referred…

  7. Art. 80

    Establishment and subsequent amendment of the attestations and forms referred to in Articles 46, 59, 60, 61, 65 and 67

    The Commission shall adopt implementing acts establishing and subsequently amending the attestations and forms referred to in Articles 46, 59, 60, 61, 65 and…

  8. Art. 81

    Committee procedure

    1. The Commission shall be assisted by a committee. That committee shall be a committee within the meaning of Regulation (EU) No 182/2011. 2. Where reference…

  9. Art. 82

    Review

    By 18 August 2025 the Commission shall submit to the European Parliament, the Council and the European Economic and Social Committee a report on the…

  10. Art. 83

    Transitional provisions

    1. This Regulation shall apply to the succession of persons who die on or after 17 August 2015. 2. Where the deceased had chosen the law applicable to his…

  11. Art. 84

    Entry into force

    This Regulation shall enter into force on the twentieth day following that of its publication in the Official Journal of the European Union. It shall apply…

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