EU Succession Extension

draft

European succession rules: Brussels IV choice of law and European Certificate of Succession, Spanish regional regimes, forced heirship variants across civil law traditions, and post-Brexit UK asset handling.

eu-succession.jsonExtension

Properties(8)

PropertyTypeRequiredFormatDescription
memberStatestringISO 3166-1 alpha-2 country code for the EU/EEA member state.
brusselsIV
europeanCertificate
spanishRegionalRegime
forcedHeirshipVariant
postBrexitHandling
legislativeChangesobject[]
notesstring

References

This schema references the following schemas:

Raw JSON Schema
{
  "$schema": "https://openinherit.org/v1/dialect.json",
  "$id": "https://openinherit.org/v1/extensions/eu-succession.json",
  "title": "EU Succession Extension",
  "description": "European succession rules: Brussels IV choice of law and European Certificate of Succession, Spanish regional regimes, forced heirship variants across civil law traditions, and post-Brexit UK asset handling.",
  "type": "object",
  "$defs": {
    "BrusselsIVChoiceOfLaw": {
      "type": "object",
      "properties": {
        "habitualResidence": { "$ref": "../../common/jurisdiction.json" },
        "nationalityElection": { "type": "boolean" },
        "electedNationality": { "$ref": "../../common/jurisdiction.json" },
        "electionDate": { "type": "string", "format": "date" }
      },
      "additionalProperties": false
    },
    "EuropeanCertificateOfSuccession": {
      "type": "object",
      "properties": {
        "issued": { "type": "boolean" },
        "certificateReference": { "type": "string" },
        "issuingAuthority": { "type": "string" },
        "issueDate": { "type": "string", "format": "date" }
      },
      "additionalProperties": false
    },
    "SpanishRegionalRegime": {
      "type": "object",
      "properties": {
        "region": {
          "type": "string",
          "enum": [
            "common_civil", "catalan", "basque", "navarre",
            "aragon", "balearic", "galician"
          ]
        },
        "forcedHeirshipRules": { "type": "string" },
        "notes": { "type": "string" }
      },
      "required": ["region"],
      "additionalProperties": false
    },
    "ForcedHeirshipVariant": {
      "type": "object",
      "properties": {
        "model": {
          "type": "string",
          "enum": [
            "french_reserve", "german_pflichtteil", "scandinavian_laglott",
            "dutch_deferred", "polish_zachowek", "swiss_pflichtteil",
            "italian_legittima"
          ]
        },
        "claimNature": { "type": "string" },
        "reservedFraction": {
          "type": "string",
          "pattern": "^[0-9]+/[0-9]+$"
        },
        "calculationNotes": { "type": "string" },
        "effectiveDate": { "type": "string", "format": "date" },
        "reformVersion": { "type": "string" },
        "temporalRule": { "$ref": "../../common/temporal-rule.json" }
      },
      "required": ["model"],
      "additionalProperties": false
    },
    "PostBrexitAssetHandling": {
      "type": "object",
      "properties": {
        "ukAssetsSubjectToEURule": { "type": "boolean" },
        "ukAssetsHandledUnder": { "type": "string" },
        "notes": { "type": "string" }
      },
      "additionalProperties": false
    }
  },
  "properties": {
    "memberState": {
      "type": "string",
      "pattern": "^[A-Z]{2}$",
      "$comment": "ISO 3166-1 alpha-2 country code for the EU/EEA member state."
    },
    "brusselsIV": { "$ref": "#/$defs/BrusselsIVChoiceOfLaw" },
    "europeanCertificate": { "$ref": "#/$defs/EuropeanCertificateOfSuccession" },
    "spanishRegionalRegime": { "$ref": "#/$defs/SpanishRegionalRegime" },
    "forcedHeirshipVariant": { "$ref": "#/$defs/ForcedHeirshipVariant" },
    "postBrexitHandling": { "$ref": "#/$defs/PostBrexitAssetHandling" },
    "legislativeChanges": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "description": { "type": "string" },
          "status": {
            "type": "string",
            "enum": ["enacted", "royal_assent", "bill_stage", "consultation", "announced"]
          },
          "effectiveDate": { "type": "string", "format": "date" },
          "notes": { "type": "string" }
        },
        "required": ["description", "status"],
        "additionalProperties": false
      }
    },
    "notes": { "type": "string" }
  },
  "required": ["memberState"],
  "minProperties": 1,
  "patternProperties": {
    "^x-inherit-": {}
  },
  "unevaluatedProperties": false
}