transmitariusz

English translation: transferee

08:51 May 11, 2020
Polish to English translations [PRO]
Law/Patents - Law (general) / prawo spadkowe
Polish term or phrase: transmitariusz
Transmisja określa uprawnienie następców prawnych zmarłego spadkobiercy do złożenia oświadczenia o przyjęciu lub odrzuceniu spadku. Transmitentem będzie zmarły spadkobierca, osoba która wstępuje w jego sytuację prawną, tj. spadkobierca zmarłego spadkobiercy, jest transmitariuszem.
Dorota Bartnikowska
Poland
Local time: 07:03
English translation:transferee
Explanation:
Transmitent = transferor
Transmitariusz = transferee

In this case, the transferee is the beneficiary of the deceased's estate.

See the references made to these terms in the following UK government websites:

https://www.gov.uk/hmrc-internal-manuals/inheritance-tax-man...
https://www.legislation.gov.uk/ukpga/1984/51/section/124A?vi...

"...that the original property was owned by the transferee throughout the period beginning with the date of the chargeable transfer and ending with the death of the transferor (in this subsection referred to as “the relevant period”) and it is not at the time of the death subject to a binding contract for sale; and..."

"If the transferee has died before the transferor, the reference in subsection (3) above to the death of the transferor shall have effect as a reference to the death of the transferee."

These articles differentiate between "heirs" and "beneficiaries," but for the purposes of your text, I would say that "transferor" and "transferee" would work fine:

https://go.hfcu.org/blog/whats-the-difference-between-an-hei...
https://www.watsonlawyers.com/probate-law/heir-and-beneficia...
Selected response from:

Michael Grabczan-Grabowski
Canada
Local time: 00:03
Grading comment
Dziękuję.
4 KudoZ points were awarded for this answer



Summary of answers provided
3 +2contingent/secondary beneficiary
Frank Szmulowicz, Ph. D.
3 +1transferee
Michael Grabczan-Grabowski
3transmission beneficiary
TranslateWithMe
Summary of reference entries provided
transmitee
Leszek Pietrucha
KC - Transmisja
mike23

Discussion entries: 1





  

Answers


2 hrs   confidence: Answerer confidence 3/5Answerer confidence 3/5 peer agreement (net): +2
contingent/secondary beneficiary


Explanation:
What Is A Contingent Beneficiary?
Last modified by Jeff Rose, CFP® on June 6, 2019
A contingent beneficiary is a person, estate or trust that receives the assets of a person who dies if the primary beneficiary, for any reason, cannot receive the assets.

It is commonly recommended by attorneys when their clients are making a will to have at least one contingent beneficiary.
https://www.goodfinancialcents.com/contingent-beneficiary/
ccc
A contingent beneficiary is someone or something that receives the benefits of an account if the primary beneficiary can't or won't do so after the account owner's death. Contingent beneficiaries stand in the wings, next in line to inherit assets if something should go wrong. Think of them as a backup plan.
https://www.thebalance.com/what-is-a-contingent-beneficiary-...
ccccccc
What Is a Secondary Beneficiary?
A secondary beneficiary, also known as a contingent beneficiary, is a person or entity that inherits assets under a will, trust, or account (e.g., insurance policy or annuity) when the primary beneficiary dies before the grantor.

A secondary or contingent beneficiary inherits assets only when meeting certain conditions, such as the death of the primary beneficiary or the primary beneficiary's decision to disclaim their inheritance. If a primary beneficiary cannot be found at the time of the grantor’s death, the assets could pass to the secondary beneficiary. The requirements and time to locate the primary beneficiary vary according to the account or legal document governing the assets.
https://www.investopedia.com/terms/s/secondary-beneficiary.a...

Frank Szmulowicz, Ph. D.
United States
Local time: 02:03
Works in field
Native speaker of: Native in EnglishEnglish, Native in PolishPolish
PRO pts in category: 1246

Peer comments on this answer (and responses from the answerer)
agree  Magdalena Kardys
1 hr
  -> Dziękuję Magdaleno.

agree  mike23: Transmitariusz to spadkobierca zmarłego spadkobiercy pierwotnego.
4 hrs
  -> Ogromne thanks, Michale.
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5 hrs   confidence: Answerer confidence 3/5Answerer confidence 3/5
transmission beneficiary


Explanation:
To chyba "polski wynalazek"

Another problem concerns the situation where an heir dies prior to making
a declaration of acceptance or rejection of the inheritance. In terms of the provision of Art. 1017 of the CC, a conclusion may be drawn that the heir, who has not made a declaration, is the real heir. Justified is also a conclusion that because of the heir’s death, the so-called transmission takes place, which means
that the inheritance after the first testator on the death of their heir (transmitent) passes with all the rights, from which the latter did not benefit, to their heir (transmission beneficiary),

http://journals.pan.pl/Content/93331/mainfile.pdf?handler=pd...

Dałabym w nawiasie polski termin

TranslateWithMe
Poland
Local time: 07:03
Specializes in field
Native speaker of: Polish
PRO pts in category: 64
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14 hrs   confidence: Answerer confidence 3/5Answerer confidence 3/5 peer agreement (net): +1
transferee


Explanation:
Transmitent = transferor
Transmitariusz = transferee

In this case, the transferee is the beneficiary of the deceased's estate.

See the references made to these terms in the following UK government websites:

https://www.gov.uk/hmrc-internal-manuals/inheritance-tax-man...
https://www.legislation.gov.uk/ukpga/1984/51/section/124A?vi...

"...that the original property was owned by the transferee throughout the period beginning with the date of the chargeable transfer and ending with the death of the transferor (in this subsection referred to as “the relevant period”) and it is not at the time of the death subject to a binding contract for sale; and..."

"If the transferee has died before the transferor, the reference in subsection (3) above to the death of the transferor shall have effect as a reference to the death of the transferee."

These articles differentiate between "heirs" and "beneficiaries," but for the purposes of your text, I would say that "transferor" and "transferee" would work fine:

https://go.hfcu.org/blog/whats-the-difference-between-an-hei...
https://www.watsonlawyers.com/probate-law/heir-and-beneficia...

Michael Grabczan-Grabowski
Canada
Local time: 00:03
Specializes in field
Native speaker of: English
PRO pts in category: 12
Grading comment
Dziękuję.

Peer comments on this answer (and responses from the answerer)
agree  mike23: Yes. These are valid alternatives.
9 hrs
  -> Thanks, Mike!
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Reference comments


2 hrs
Reference: transmitee

Reference information:
Wygląda na to, że transmitee funkcjonuje w prawie angielskim w odniesieniu do transmisji udziałów w spółkach. Jakkolwiek by to nie brzmiało dziwnie to chyba można propozycję Franka zastosować ale już nie jestem pewny czy istnieje transmitor.

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Note added at 3 hrs (2020-05-11 11:52:30 GMT)
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Their articles of association are very similar to the Model Articles but the section relating to appointment of directions states that 'in any case where, as a result of death or bankruptcy, the company has no members and no directors, the transmittee(s) of the last member to have died or to have a bankruptcy order made against him shall have the right by notice in writing to appoint a person (including a transmittee who is a natural person) who is willing to act and is permitted to do so, to be a director.' My question is, what is a transmittee? Is a transmittee a personal representative? If not, what sort of clause would be effective in the will to ensure that the running of the company continues without the need for a grant of probate?


    Reference: http://https://easyprobate.biz/happens-shares-death-sharehol...
    Reference: http://https://uk.practicallaw.thomsonreuters.com/a-005-5448...
Leszek Pietrucha
Poland
Specializes in field
Native speaker of: Native in PolishPolish
PRO pts in category: 28
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1 hr
Reference: KC - Transmisja

Reference information:
Spadkobiercy przysługuje zawsze 6 miesięcy na złożenie oświadczenia o przyjęciu lub odrzuceniu spadku. Termin ten liczony jest od dnia, w którym spadkobierca dowiedział się o powołaniu do dziedziczenia.

Może jednak zaistnieć sytuacja, w której nie dojdzie do złożenia oświadczenia bez winy spadkobiercy. Tak się dzieje gdy spadkobierca umiera przed złożeniem oświadczenia o przyjęciu lub odrzuceniu spadku po określonym spadkodawcy.

W takiej sytuacji w drodze tzw. transmisji uprawnienie do złożenia oświadczenia przechodzi na spadkobierców zmarłego.

Transmisja określa uprawnienie następców prawnych zmarłego spadkobiercy do złożenia oświadczenia o przyjęciu lub odrzuceniu spadku.

Transmitentem będzie zmarły spadkobierca, osoba która wstępuje w jego sytuację prawną, tj. spadkobierca zmarłego spadkobiercy, jest transmitariuszem.

Transmitariusz może złożyć oświadczenie co do spadku po spadkodawcy tylko wówczas, gdy dziedziczy po transmitencie (na podstawie ustawy lub testamentu).

Składanie oświadczeń przez transmitariusz musi się odbyć w określonym porządku. Aby jego czynności były skuteczne musi najpierw przyjąć spadek po transmitencie a następnie złożyć oświadczenie o przyjęciu lub odrzuceniu spadku po pierwszym spadkodawcy.

Wynika z tego, że jeżeli transmitariusz odrzuci spadek po transmitencie to nie może przyjąć spadku po spadkodawcy.
https://www.infor.pl/prawo/spadki/postepowanie-spadkowe/6868...

KC
Art. 1017. Transmisja

Jeżeli przed upływem terminu do złożenia oświadczenia o przyjęciu lub o odrzuceniu spadku spadkobierca zmarł nie złożywszy takiego oświadczenia, oświadczenie o przyjęciu lub o odrzuceniu spadku może być złożone przez jego spadkobierców. Termin do złożenia tego oświadczenia nie może się skończyć wcześniej aniżeli termin do złożenia oświadczenia co do spadku po zmarłym spadkobiercy.
https://www.arslege.pl/transmisja/k9/a6975/

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Note added at 7 hrs (2020-05-11 15:52:33 GMT)
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Transmitent to zmarły spadkobierca, a transmitariusz to osoba będąca spadkobiercą zmarłego spadkobiercy (transmitenta).
https://kancelaria-libero.pl/smierc-spadkobiercy-przed-stwie...

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Note added at 7 hrs (2020-05-11 15:59:35 GMT)
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Transmitariusz czyli spadkobierca zmarłego spadkobiercy (pierwotnego), który zmarł przed złożeniem oświadczenia o przyjęciu lub odrzuceniu spadku.
https://www.prk-adwokat.pl/przyjecie-i-odrzucenie-spadku/

mike23
Poland
Specializes in field
Native speaker of: Native in PolishPolish
PRO pts in category: 781
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