Jun 14, 2022 14:00
1 yr ago
43 viewers *
French term

succession en libéralité

French to English Law/Patents Law (general)
A l’exception des transmissions sous toutes formes résultant d’une succession en libéralité aux conjoints,
ascendants, descendants, ayant-droits, légataires ou héritiers, les parts sociales ne sont jamais librement
cessibles et sont soumises, selon le cas, aux dispositions qui suivent.
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Discussion

Barbara Cochran, MFA Jun 14, 2022:
This Might Help proz.com/kudoz/french-to-english/certificates-diplomas-licenses-cvs/3353902-des-successions-et-des-libéralités.html

Proposed translations

+2
35 mins
Selected

testamentary gift

FHS Bridge's translation of "libéralité testamentaire".
Appears to fit the situation here.

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Note added at 41 mins (2022-06-14 14:42:36 GMT)
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Link to Bridge reference:

https://books.google.fr/books?id=rQAKtn-XjzIC&pg=PA89&lpg=PA...

Also "gift by will" in later editions.


Civil Law vs Common Law, Canada:

https://www.justice.gc.ca/eng/rp-pr/csj-sjc/harmonization/si...

"2.5 Other forms of gift
In addition to gifts inter vivos and donatio mortis causa, the term “gift” can also be used to designate the transfer of property in the nature of a gift that uses different instruments for achieving it.

Such is the case with the ***gift by will***.[77] Such a gift only takes effect once the testator donor dies; the delivery or transfer of the property subject-matter of the gift can only occur after the donor's death since the gift will not materialize before said death.[78] Also, the will containing the gift must respect the conditions of form set out in the applicable provincial laws.[79] The gift by will is the equivalent of a legacy in a will under the Civil Code of Québec.[80]"
Peer comment(s):

agree AllegroTrans
1 hr
Thanks Chris!
agree Anastasia Kalantzi
2 days 14 mins
Thanks Anastasia!
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4 KudoZ points awarded for this answer. Comment: "Selected automatically based on peer agreement."
6 hrs

estate voluntarily disposed(-)of

> inter vivos or mortis causa, so non-automatically, outside of the 'hereditary reserve (entrenched, statutory portion)' and so 'rapportable' > subject to hotchpot and bringing into account against willed gifts.

Possibly this question is more complicated than appears at first sight. Anyone who can't understand my answer ought to note that I can't, either.

libéralité rapportable: 'revocable act of liberality'; Navarre.

libéralité : voluntary disposition (of property); Bridge.

'Furthermore, the premiums paid by the policyholder are not subject to hotchpot or abatement and may not be considered as forming a voluntary disposition subject to hotchpot' : https://assets.ey.com/content/dam/ey-sites/ey-com/en_gl/topi...

A l’exception des transmissions sous toutes formes résultant d’une succession en libéralité aux conjoints: Save for all manner of *lifetime* transfers (or transmissions on death) arising from an estate voluntarily disposed-of to husband and wife. [The French IMO is unclear and 'aux conjoints' refer back to the transmissions]
Example sentence:

Selon l’article 893 du Code civil, la libéralité est un acte juridique gratuit par lequel une personne s’engage à procurer un avantage à une autre. La libéralité peut être confondue avec le testament.

Qu'est-ce qu'une libéralité rapportable ? Le rapport consiste pour les héritiers à réunir à la masse à partager l'ensemble des biens reçus du défunt à titre gratuit.

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