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French translation: choisir de renoncer aux dispositions testamentaires et de recueillir la part de la succession définie par la loi

GLOSSARY ENTRY (DERIVED FROM QUESTION BELOW)
English term or phrase:to elect to take against any last will
French translation:choisir de renoncer aux dispositions testamentaires et de recueillir la part de la succession définie par la loi
Entered by: ph-b (X)

15:58 Jan 7, 2022
English to French translations [PRO]
Law/Patents - Law (general)
English term or phrase: to elect to take against any last will
the Husband and Wife each hereby waives any and all rights at law or in equity that he or she may now have or hereafter acquire as spouse under the laws of any jurisdiction, to elect to take against any last will or codicil made by the other.
Sylvie André
France
Local time: 14:17
choisir de rejeter les dispositions testamentaires et demander/recueillir...
Explanation:
... la part de la succession définie par la loi.

If the deceased spouse made a Last Will, unless a surviving spouse has waived the right to elect again the deceased spouse's Last Will during the decedent's lifetime, a surviving spouse may reject the provision made for the surviving spouse in the decedent's Will and take instead a ½ share of the decedent's estate.
https://www.vermontjudiciary.org/sites/default/files/documen...

(a) On the death of a spouse, the surviving spouse may elect, as provided in subsection (c) of this section, to take a statutory share of the real and personal property passing under the will of the deceased spouse. The “statutory share” means a life estate of one-third in value of all the property passing under the will, real and personal, legally or equitably owned by the deceased spouse at the time of his or her death, after the payment of all debts and charges against the estate. The right to such third shall not be defeated by any disposition of the property by will to other parties.

(b) If the deceased spouse has by will devised or bequeathed a portion of his or her property to his or her surviving spouse, such provision shall be taken to be in lieu of the statutory share unless the contrary is expressly stated in the will or clearly appears therein; but, in any such case, the surviving spouse may elect to take the statutory share in lieu of the provision of the will.

(c) The surviving spouse, or the conservator or guardian of the estate of the surviving spouse, with the approval, after notice and hearing, of the Probate Court by which such conservator or guardian was appointed, shall, not later than one hundred fifty days after the mailing of the decree admitting the will to probate, file a notice, in writing, of his or her intention to take the statutory share with the Probate Court before which the estate is in settlement, and if such notice is not so filed, the surviving spouse shall be barred of such statutory share.

https://www.cga.ct.gov/current/pub/chap_802b.htm#sec_45a-436

Je comprends qu'à moins que l'époux survivant n'ait renoncé à ce droit, il peut décider de rejeter les dispositions testamentaires et demander/recueillir une part de la succession fixée par la loi, part qui semble varier en fonction des États (50 % ou 33 % dans les exemples ci-dessus).

Je ne sais pas si nous avons la même chose en France, mais j'ai trouvé un exemple qui s'en approche :
« qu'elle a ainsi clairement exprimé son choix de renoncer aux dispositions testamentaires pour bénéficier exclusivement du quart des biens en pleine propriété » (https://www.legifrance.gouv.fr/juri/id/JURITEXT000025862173/...

J'ai préféré ne pas utiliser « part réservataire » parce que les exemples cités précisent bien que le légataire agit par choix, alors que la part réservataire est une obligation en France.

--------------------------------------------------
Note added at 14 heures (2022-01-08 06:35:24 GMT)
--------------------------------------------------


Comme je disais, je ne sais pas si nous avons la même chose en France ni s'il existe une formule consacrée, d'où la longueur de ma proposition.

Au risque de faire l'impasse sur le rejet des dispositions testamentaires, on pourrait peut-être se contenter de « choisir de demander/recueillir la part de la succession définie par la loi », ce qui a le mérite d'aller droit au but.

Je vous laisse en juger.

--------------------------------------------------
Note added at 14 heures (2022-01-08 06:40:36 GMT)
--------------------------------------------------

Oups - je voulais dire « renoncer aux... » (et pas « rejeter les... ), comme dans l'exemple de la Cour de Cassation.

--------------------------------------------------
Note added at 14 heures (2022-01-08 06:46:27 GMT)
--------------------------------------------------

Décidément ! « Cour de cassation » (et pour le lien qui ne fonctionne pas, voir Cour de cassation - Chambre civile 1 N° de pourvoi : 11-12.306 Audience publique du vendredi 11 mai 2012 Décision attaquée : Cour d'appel d'Agen, du 19 janvier 2011)
Selected response from:

ph-b (X)
France
Local time: 14:17
Grading comment
4 KudoZ points were awarded for this answer



Summary of answers provided
4 -2choisir d'engager (d'initier) une procédure légale contre le testament de l'autre
Rocsana Guignaudeau
3 -1d'exercer l'option successorale de renoncer à la part testamentaire pour la réserve héréditaire
Adrian MM.
3 -1Renonce à contester les dernières volontés qu'elle qu'en soit la teneur.
JACQUES LHOMME
3 -2choisir de rejeter les dispositions testamentaires et demander/recueillir...
ph-b (X)


Discussion entries: 7





  

Answers


27 mins   confidence: Answerer confidence 4/5Answerer confidence 4/5 peer agreement (net): -2
choisir d'engager (d'initier) une procédure légale contre le testament de l'autre


Explanation:
take action against (someone or something) =
To initiate legal proceedings against someone or something


    https://idioms.thefreedictionary.com/take+action+against+(someone+or+something)
Rocsana Guignaudeau
France
Local time: 14:17
Native speaker of: Native in RomanianRomanian
PRO pts in category: 8
Notes to answerer
Asker: Merci mais il ne s'agit pas de cela..


Peer comments on this answer (and responses from the answerer)
disagree  Germaine: Je ne crois pas qu'on puisse "engager une procédure..." contre un testament: ce n'est pas une "partie" défenderesse. Il me semble que la formule est "contester un testament" (to take against = prendre en grippe)..
7 mins

neutral  AllegroTrans: On "engage une procédure" contre une personne, pas contre un testament. Le bon mot ici est "contester"
12 mins

neutral  Andrew Bramhall: D'accord avec les commentaires ci-dessus;
1 hr

disagree  Eliza Hall: To take against a will means to exercise your statutory right to inherit under a will. See discussion.
1 hr
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2 hrs   confidence: Answerer confidence 3/5Answerer confidence 3/5 peer agreement (net): -1
to elect to take against any last will (US Law: widow's right of election)
d'exercer l'option successorale de renoncer à la part testamentaire pour la réserve héréditaire


Explanation:
... renoncer au legs testamentaire et et en faveur de la réserve héréditaire, namely - in England & Wales - approx. an automatic entitlement on intestacy *on the statutory trusts* e.g. chilren take next cf. Barron's US Am. Law Dictionary: take under the Will or 'a share of the deceased's / decedent's estate as *set forth by statute*'.

I think I understand this US Am. phraseology from working in England & Wales probate as well as the Scots law widow's 'legitim' in letters of confirmation, but over to our US A, Attorneys-at-Law in case I make myself guilty of professional negligence : je me rends coupable d'une faute professionelle...

I have a horrible feeling that this phrase may have been misunderstood on ProZ in various langauge combinations and permutations.

[Click for term details] English to Polish Law/Patents
> Law: Contract(s)
> "testament, intercyza" elect to take against the will wybrać składniki masy spadkowej inne niż wynikające z testamentu kfiatek | Kamila Perczak KudoZ
[Click for term details] English to Polish Law/Patents
> Law: Contract(s)
> "testament, intercyza" elect to take against the will wybrać składniki masy spadkowej inne niż wynikające z testamentu kfiatek | Kamila Perczak KOG
[Click for term details] English to Russian Law/Patents
> Law (general)
> "Добрачное Соглашение" elect to take against julls KudoZ
[Click for term details] English to Portuguese > Law: Contract(s)
> "diploma" elect to take against optar por impugnar Joao Crus | rhandler KudoZ
[Click for term details] English to Portuguese Not specified elect to take against optar por impugnar rhandler Glossary
[Click for term details] English to Portuguese > Law: Contract(s)
> "diploma" elect to take against optar por impugnar Joao Crus | rhandler KOG
[Click for term details] English to Russian Law/Patents
> Law: Contract(s)
> "antenuptial agreement" right to elect against somebody's will Право получить минимальную часть имущества супруги, гарантированную по закону Valeria Sokovets | Deborah Hoffman KudoZ
[Click for term details] English to Russian Law/Patents
> Law: Contract(s)
> "antenuptial agreement" right to elect against somebody's will Право получить минимальную часть имущества супруги, гарантированную по закону Valeria Sokovets KOG
[Click for term details] English to Russian Law/Patents
> Law (general) the right to elect against the estate right to elect = statutory right to choose protolmach | Tatiana Nero (X) KudoZ
[Click for term details] English to Russian Not specified the right to elect against the estate right to elect = statutory right to choose Tatiana Nero (X) Glossary
[Click for term details] English to Russian Law/Patents
> Law (general) the right to elect against the estate right to elect = statutory right to choose protolmach | Tatiana Nero (X) KOG
[Click for term details] English to Spanish Law/Patents
> Certificates, Diplomas, Licenses, CVs
> "divorcio" election to take against the other's will poder impugnar el testamento (del otro) Yvonne Becker | Pablo Grosschmid KudoZ
[Click for term details] English to Portuguese Law/Patents
> Law: Contract(s) electing to take against the wife's will requerer o seu direito percentual sobre a herança

Example sentence(s):
  • Right of election is the surviving spouse's statutory right to choose either 1/ the share under the will, or 2/ the share as defined by the probate statute (as the first spouse died intestate - without a will).
  • La réserve héréditaire ne représente jamais la totalité de l'héritage

    Reference: http://www.proz.com/kudoz/english-to-russian/law-general/696...
    Reference: http://www.legalplace.fr/guides/avantager-heritier-successio...
Adrian MM.
Austria
Specializes in field
Native speaker of: Native in EnglishEnglish
PRO pts in category: 35

Peer comments on this answer (and responses from the answerer)
disagree  Eliza Hall: It is waiving the right to exercise an option. See discussion.
9 mins
  -> A trivial distinction and something tells me that you've still learned something.

agree  ph-b (X): C'est ce que je comprends aussi, mais je ne parlerais pas de « réserve héréditaire » ici./Chgement de neutral à agree, compte tenu de l'accumulation des disagree injustifiés selon moi. Voir aussi ma réponse à ces disagree.
13 hrs
  -> Je crois alors que ta traduction s'est inspiré en principe de ma proposition. D'ailleurs, « réserve héréditaire » - qui existe bien aux États-Unis et non pas en Angleterre - n'est destiné qu'à raccourcir ma réponse.

disagree  Germaine: Il s'agit de renoncer à exercer le choix, et certainement pas de renoncer à l'un au bénéfice ou détriment de l'autre.
1 day 5 hrs
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4 hrs   confidence: Answerer confidence 3/5Answerer confidence 3/5 peer agreement (net): -1
Renonce à contester les dernières volontés qu'elle qu'en soit la teneur.


Explanation:
Cordialement

JACQUES LHOMME
France
Local time: 14:17
Native speaker of: Native in FrenchFrench
PRO pts in category: 33

Peer comments on this answer (and responses from the answerer)
disagree  Eliza Hall: Not what this means. See definition in discussion.
11 mins
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14 hrs   confidence: Answerer confidence 3/5Answerer confidence 3/5 peer agreement (net): -2
choisir de rejeter les dispositions testamentaires et demander/recueillir...


Explanation:
... la part de la succession définie par la loi.

If the deceased spouse made a Last Will, unless a surviving spouse has waived the right to elect again the deceased spouse's Last Will during the decedent's lifetime, a surviving spouse may reject the provision made for the surviving spouse in the decedent's Will and take instead a ½ share of the decedent's estate.
https://www.vermontjudiciary.org/sites/default/files/documen...

(a) On the death of a spouse, the surviving spouse may elect, as provided in subsection (c) of this section, to take a statutory share of the real and personal property passing under the will of the deceased spouse. The “statutory share” means a life estate of one-third in value of all the property passing under the will, real and personal, legally or equitably owned by the deceased spouse at the time of his or her death, after the payment of all debts and charges against the estate. The right to such third shall not be defeated by any disposition of the property by will to other parties.

(b) If the deceased spouse has by will devised or bequeathed a portion of his or her property to his or her surviving spouse, such provision shall be taken to be in lieu of the statutory share unless the contrary is expressly stated in the will or clearly appears therein; but, in any such case, the surviving spouse may elect to take the statutory share in lieu of the provision of the will.

(c) The surviving spouse, or the conservator or guardian of the estate of the surviving spouse, with the approval, after notice and hearing, of the Probate Court by which such conservator or guardian was appointed, shall, not later than one hundred fifty days after the mailing of the decree admitting the will to probate, file a notice, in writing, of his or her intention to take the statutory share with the Probate Court before which the estate is in settlement, and if such notice is not so filed, the surviving spouse shall be barred of such statutory share.

https://www.cga.ct.gov/current/pub/chap_802b.htm#sec_45a-436

Je comprends qu'à moins que l'époux survivant n'ait renoncé à ce droit, il peut décider de rejeter les dispositions testamentaires et demander/recueillir une part de la succession fixée par la loi, part qui semble varier en fonction des États (50 % ou 33 % dans les exemples ci-dessus).

Je ne sais pas si nous avons la même chose en France, mais j'ai trouvé un exemple qui s'en approche :
« qu'elle a ainsi clairement exprimé son choix de renoncer aux dispositions testamentaires pour bénéficier exclusivement du quart des biens en pleine propriété » (https://www.legifrance.gouv.fr/juri/id/JURITEXT000025862173/...

J'ai préféré ne pas utiliser « part réservataire » parce que les exemples cités précisent bien que le légataire agit par choix, alors que la part réservataire est une obligation en France.

--------------------------------------------------
Note added at 14 heures (2022-01-08 06:35:24 GMT)
--------------------------------------------------


Comme je disais, je ne sais pas si nous avons la même chose en France ni s'il existe une formule consacrée, d'où la longueur de ma proposition.

Au risque de faire l'impasse sur le rejet des dispositions testamentaires, on pourrait peut-être se contenter de « choisir de demander/recueillir la part de la succession définie par la loi », ce qui a le mérite d'aller droit au but.

Je vous laisse en juger.

--------------------------------------------------
Note added at 14 heures (2022-01-08 06:40:36 GMT)
--------------------------------------------------

Oups - je voulais dire « renoncer aux... » (et pas « rejeter les... ), comme dans l'exemple de la Cour de Cassation.

--------------------------------------------------
Note added at 14 heures (2022-01-08 06:46:27 GMT)
--------------------------------------------------

Décidément ! « Cour de cassation » (et pour le lien qui ne fonctionne pas, voir Cour de cassation - Chambre civile 1 N° de pourvoi : 11-12.306 Audience publique du vendredi 11 mai 2012 Décision attaquée : Cour d'appel d'Agen, du 19 janvier 2011)

ph-b (X)
France
Local time: 14:17
Native speaker of: French
PRO pts in category: 83

Peer comments on this answer (and responses from the answerer)
disagree  Eliza Hall: What you've written after "Je comprends qu'à moins que..." is the opposite of what's being expressed here. See discussion.
13 hrs
  -> La question porte sur elect to take against any last will, pas sur waive any right… to take against any last will..

disagree  Germaine: Il ne s'agit pas de choisir l'un au profit ou au détriment de l'autre ou de refuser les deux (ce que semble aussi dire votre suggestion), mais simplement de renoncer à exercer ce choix s'il existe.
16 hrs
  -> La question porte sur elect to take against any last will, pas sur waive any right… to take against etc..
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