Source: https://www.riigiteataja.ee/en/eli/506112013007/consolide
Timestamp: 2020-04-05 04:26:49
Document Index: 270619235

Matched Legal Cases: ['§ 68', '§ 71', '§ 159', '§ 68', '§ 71', '§ 159', '§ 185', '§ 188']

§ 68 Thing with specific characteristics as legacy
§ 71 Rights incumbent on thing given as legacy
§ 159 Distribution of things forming part of estate
(1) A provisional successor may dispose of the things forming part of an estate unless otherwise provided by this Act.
(2) A disposition of a thing forming part of an estate without charge or a disposition of an immovable or real right forming part of an estate made by a provisional successor shall be void upon fulfilment of the condition on subsequent succession or on the due date if the disposition precludes or restricts the rights of the subsequent successor.
(3) A disposition of a thing forming part of an estate made in the course of compulsory execution or by a trustee in bankruptcy shall be void upon fulfilment of the condition on subsequent succession or on the due date. A disposition is valid if upon fulfilment of the condition on subsequent succession a creditor may demand performance of an obligation out of the estate also from a subsequent successor.
(1) If in a will a testator does not give all his or her property or a legal share thereof to a person but gives a particular proprietary benefit without regarding the recipient of the benefit as his or her legal successor, the benefit shall be deemed to be a legacy and the recipient of the benefit shall be deemed to be a legatee. A disposition to give a legacy entitles a legatee to demand transfer of a thing given as a legacy from the executor of legacy.
(1) If a legacy is a thing forming part of an estate, it shall be given to a legatee together with the benefit received as of the moment the claim to execute the legacy arises.
(4) If a thing given as a legacy does not form part of the estate at the time of opening of a succession, the legacy is invalid, except if pursuant to the will or succession contract the executor of legacy has the obligation to procure the thing given as a legacy.
§ 68. Thing with specific characteristics as legacy
(1) If a testator describes only the specific characteristics of a thing given as a legacy and there are several such things in the estate, the legatee shall select the thing unless otherwise provided by the will or succession contract.
(2) If in giving a legacy a testator describes only the specific characteristics of a thing and the estate does not include such thing, the executor of the legacy shall give the legatee a thing with similar specific characteristics procured out of the estate unless otherwise provided by the will or succession contract.
§ 71. Rights incumbent on thing given as legacy
(1) If a legacy is a thing forming part of an estate, the legatee shall not demand elimination of the rights incumbent on the thing unless otherwise provided by the will or succession contract.
(2) The right of a testator to demand elimination of the rights incumbent on a thing forms part of the legacy unless otherwise provided by the will or succession contract.
If a thing given as a legacy is destroyed or its value is decreased due to the fault of the executor of the legacy, the legatee has the right to demand compensation for damage from the executor.
A successor does not have the right to dispose of the things forming part of an estate which the executor of the will requires to perform the obligations thereof.
(6) An executor of a will is required to take a thing forming part of an estate into his or her possession or to ensure in other ways the separation of the thing from the property of the successor if it is necessary for the performance of the duties of the executor of the will.
(7) An executor of a will has the right to assume obligations with respect to a succession and dispose of things forming part of an estate, if it is necessary for the performance of the duties of an executor of a will.
(1) An executor of a will is required to deliver to the successor the things forming part of the estate which are in his or her possession and which he or she does not need for the performance of his or her duties.
(2) Immediately after acceptance of his or her duty an executor of a will is required to submit a list of the things of the estate which he or she requires to perform the obligations thereof.
(1) A disposition in a reciprocal will of spouses specified in subsection 89 (2) of this Act may be revoked during the lifetime of both spouses unilaterally by either spouse. A revocation disposition shall be notarised. A disposition shall be deemed to be revoked when the other spouse receives a notice forwarded by the notarial procedure concerning revocation of a disposition.
(4) If a bequeather has destroyed, damaged a thing given as a legacy by a succession contract or made it impossible in any other manner to transfer it with the purpose of causing damage to the contractual legatee, the legatee has the right to receive a sum of money as a legacy which corresponds to the value of the thing.
(1) A bequeather may by a will or succession contract disinherit of a compulsory portion a person who commits a criminal offence against the bequeather, the bequeather’s spouse, ascendant or descendant, or another person especially close to the bequeather, or a person who has intentionally and materially violated the obligation thereof arising from law to maintain the bequeather. In such case, the bequeather shall express the reason for disinheritance of the compulsory portion.
(1) Upon the death of a bequeather a court may apply measures for management of the estate, if:
(3) The provisions of subsections (1) and (2) of this section do not apply if a creditor requiring performance of the obligation has the right of security over a thing forming part of the estate in order to secure performance of the obligations and three months have passed from the opening of the succession or if the obligation is secured by a preliminary notation entered in the land register.
(4) The provisions of subsections (1) and (2) of this section do not apply also if a person requests exclusion of a thing belonging to him or her from the estate.
(2) The provisions of subsection (1) of this section do not apply if a creditor requiring performance of the obligation has the right of security over a thing forming part of the estate in order to secure performance of the obligations and three months have passed from the opening of the succession or if the obligation is secured by a preliminary notation entered in the land register.
(3) The provisions of subsection (1) of this section do not apply also if a person requests exclusion of a thing belonging to him or her from the estate.
(1) An inventory of an estate shall set out all the things forming part of the estate, the claims submitted in calling proceedings within the specified term and the claims specified in subsection 140 (3) of this Act. The claims of the creditors of the bequeather known to the maker of the inventory shall also be entered in the inventory.
(1) A co-successor may dispose of the legal share in the community of the estate belonging to the co-successor. A co-successor shall not dispose of the things forming part of the estate or a legal share of the things independently.
(3) The acquirer of a share does not have decision-making powers upon the division of things with special sentimental value to a co-successor unless otherwise provided by an agreement between the co-successors.
(2) An estate shall be divided among successors according to their shares of the estate, based on the usual value of the things forming part of the estate at the time of the division. By agreement of the successors, a thing forming part of the estate may be valuated on the basis of the special interest of a successor.
§ 159. Distribution of things forming part of estate
(1) In the distribution of things forming part of an estate, the special needs and interests of each co-successor, the wishes of the majority of co-successors and the testamentary intention of the testator pursuant to the will or succession contract shall be considered.
(2) A thing forming part of an estate which cannot be divided into physical shares or a thing which if remaining in the common ownership of the successors could not be used purposefully shall be transferred to one successor.
(3) If the successors fail to agree as to whom a thing shall be transferred, the thing shall be sold by public auction or auction among the successors and the money received shall be divided among the successors in proportion to the size of their shares of the estate.
Upon division of an estate, things with special sentimental value to a family shall not be sold if even one successor is opposed to the sale. In this case, the thing shall be sold by auction among the successors.
(1) In the determination of the size of an estate being divided, the value of a provisional succession shall be considered. In the distribution of the things forming part of an estate, the successor who received a provisional succession shall be deemed to have received a share of the estate corresponding to the provisional succession.
(4) The notary shall notify the succession register of acceptance of an application for initiation of succession proceedings and request information concerning the fact whether any applications for initiation of succession proceedings in the same succession matter have been submitted to any other notary.
(5) Succession proceedings shall be conducted by a notary to whom an application for initiation of succession proceedings in the given succession matter is submitted first. If, according to the succession register, succession proceedings have been initiated by an application submitted to another notary, the notary who accepted an application later shall forward the application to the notary conducting the succession proceedings.
(1) A notary shall request information from the succession register concerning the wills and succession contracts of the bequeather and send a notice concerning the opening of the succession to the depositaries of the specified documents on the basis of this information and shall request to send the documents to him or her.
(3) A notary shall submit an electronic inquiry concerning the rights and obligations of the bequeather to credit institutions operating in the Republic of Estonia. A credit institution who has obtained an inquiry and has information concerning the rights and obligations of the bequeather is required to submit the information to a notary by electronic means without charge within ten working days after the receipt of the inquiry.
(4) The notices specified in subsections (1)-(3) of this section shall contain at least the following information:
2) the date of birth and personal identification code of the bequeather;
4) the planned date of notarisation of a succession certificate;
5) a reference to the consequences provided for in this Act if a successor fails to report of himself or herself before notarisation of a succession certificate.
(5) If the personal name of the bequeather has changed, all the personal names preceding the change of the personal name shall be provided in the notices specified in subsections (1)-(3) of this section. If the personal name of the bequeather occurs in different forms in different documents, all the forms of the personal name known to the notary shall be provided in the notices.
(4) If the calling proceedings for the identification of the successor are conducted with respect to a successor concerning whose place of residence there is no reliable information, the notary shall specify, in addition to the information specified in subsection 168 (4) of this Act, the given name and surname and the date of birth and personal identification code of the person if these data are known to the notary.
(5) Subsection 168 (5) of this Act applies to publication of the personal name of the bequeather.
(2) The certificate of legatee shall set out the legatee and the thing given as legacy.
(1) Information concerning wills and succession contracts, estate management measures, succession proceedings and succession certificates is entered in the succession register.
(3) The Minister of Justice has the right to establish a specified procedure for maintenance of the succession register, submission of information to and release of information from the succession register.
(5) Subsection 168 (5) of this Act applies to submission of data to the succession register.
(1) Entries are made in the succession register on the basis of court decisions and statements submitted to the register.
(2) On the first working day following the date of notarisation or revocation of a will or succession contract or notarisation of an application for cancellation of or withdrawal from a succession contract, or of the taking into deposit or retrieval from deposit of a will, including a will deposited pursuant to the procedure specified in subsection 26 (2) of this Act, a notary is required to submit a statement to the succession register with the following information:
3) the type of document being entered in the register (notarised will, will deposited with notary, document for retrieval of will from deposit with notary, application for revocation of a will, succession contract, application for cancellation of or withdrawal from a succession contract) and the date and year of notarisation or taking into deposit of the document and the number of the document according to the register of notarial acts;
4) the name of the notary.
(3) A notary shall submit the information set out in subsection (2) of this section concerning a reciprocal will of spouses or its revocation for each spouse separately.
(4) An official of a consular representation who is authorised to perform notarial acts shall submit statements to the succession register pursuant to the procedure provided for in subsections (2) and (3) of this section.
(5) Entries concerning domestic wills, their alteration or revocation are made in the register on the basis of statements of testators or statements of persons to whom a testator has given a will for safe-keeping. If possible, the statement shall set out all the following information:
4) the type of document being registered (a will signed in the presence of witnesses or a holographic will) and the date and year of preparation;
6) the given name, surname, personal identification code and address of the applicant for the making of the entry.
(51) If a court sends a copy of a court ruling to the succession register by which measures for management of the estate are applied or amended, the registrar of the succession register shall enter the following information, if such information exists, in the register on the basis of the court decision:
5) the name, personal identification code or registry code and place of residence or location of the administrator of the estate.
(6) On the first working day following the date of receipt of an application for the initiation of succession proceedings, a notary is required to submit a statement to the succession register concerning the initiation of the succession proceedings with the following information:
(7) On the first working day following the date of notarisation of a succession certificate, a notary is required to submit a statement to the succession register with the following information:
6) the date and place of birth and the personal identification code of the successor;
(8) If a court sends a copy of the court decision substituting for succession certificate to the succession register, the registrar of the succession register shall enter information specified in clauses (7) 1)-3), 5) and 6) of this section to the succession register on the basis of the court decision.
(1) The information in the succession register may be accessed and printouts of the information in the register may be obtained after the death of the bequeather is certified. Information concerning a reciprocal will of spouses is provided after the death of one spouse.
(2) Every person may access the information in the succession register and obtain printouts thereof. In order to access information or obtain printouts the registrar or a notary shall be notified of the given name and surname or the personal identification code of the bequeather.
(3) In order to access information, a printout shall be made or, if possible, the information entered in the register shall be reproduced on screen. A notary shall notarially authenticate a printout on the request of a person. A printout made by the registrar shall be signed by a clerical secretary of the register.
(4) The applicant shall be identified upon access to register information or obtaining printouts.
§ 185. – § 188. [Omitted from this text]
Wording of subsection 123 (1) of the consolidated text of the Law of Succession Act corrected according to the amendment entered into force on 1.07.2010.
Basis: subsection 10 (4) of the Riigi Teataja Act.