vocation universelle ou à titre universel

English translation: [where he or she is] a universal successor

GLOSSARY ENTRY (DERIVED FROM QUESTION BELOW)
French term or phrase:vocation universelle ou à titre universel
English translation:[where he or she is] a universal successor
Entered by: kevin furber

15:46 Dec 11, 2020
French to English translations [PRO]
Law/Patents - Law (general) / succession
French term or phrase: vocation universelle ou à titre universel
Je vous rappelle que l'héritier peut accepter la succession purement et simplement ou y renoncer, qu’il peut également accepter la succession à concurrence de l'actif net lorsqu'il a une vocation universelle ou à titre universel et qu’est nulle l'option conditionnelle ou à terme

My translation so far is:
I would point out that the heir can accept the inheritance unconditionally or abandon it, he can also accept the inheritance of only the net assets when it has a universal vocation or on a universal basis and the conditional option or long-term option is void.

I am unsure of the meaning of the end of the sentence "vocation universelle ou à titre universel et qu’est nulle l'option conditionnelle ou à terme". First and foremost I need to know if anyone can explain the meaning of vocation universelle ou à titre universel.

Thanks in advance
kevin furber
France
Local time: 08:07
[where he or she is] a universal successor
Explanation:
Quick side notes:

(1) don't say "abandon," say "disclaim" -- that's typically the word used when heirs refuse to accept an inheritance: https://www.jhwfs.com/disclaiming/

(2) "à concurrence de l'actif net" doesn't mean "only the net assets." It means accepting an inheritance in such a way that you're only responsible for the deceased person's debts up to the value of the thing you inherited. Like if you inherit $30,000 this way, you can't possibly be responsible for debt beyond the $30k (and if the debts are lower, you'll get something: if your share of the debt is $10k then you'll get $20k of the $30k that was left to you).

Back to your question: This French-law concept (vocation universelle) means the heir is responsible for all the estate's debts, or a proportional share of the debts if there are more than one heir à vocation universelle. It's hard to translate, because that's not how inheritance works under US law in general, with the exception of Louisiana.

Normally under US law, if a person dies with debts, the dead person's property (i.e. the estate's property) is liquidated to pay the debts. Then, whatever is left is split among the heirs. If there's nothing left--if the estate is too small to pay the debts--then the debts don't get paid; the heirs aren't responsible.

But Louisiana inheritance law works similarly to French law, because Louisiana has a French-style legal code. As such, it can be a good source for English translations of French legal concepts.

So here's the term:

"Universal successors. Universal successors may be heirs or legatees and may inherit property through someone’s estate plan or through Louisiana’s laws of intestacy. Either way, a universal successor has all of the rights and all of the obligations of the deceased person with regard to the property the universal successor receives through the succession process. In other words, a universal successor is responsible for the debts related to succession property."
https://www.louisianasuccessionattorney.com/library/louisian...

Since à vocation universelle and à titre universel are synonyms, I wouldn't bother finding two different ways of saying this (although if you want to, feel free to explore Louisiana legal sources to see if they have a slightly different way of saying the same thing).
Selected response from:

Eliza Hall
United States
Local time: 02:07
Grading comment
Thanks for the clear explanation of universal vocation and for pointing out that the two terms "vocation universelle" and "à titre universelle" are synonyms and providing a very credible translation. Thanks also for pointing out that Louisiana's law has some similarities to French law. Very illuminating.
4 KudoZ points were awarded for this answer



Summary of answers provided
5 -1[where he or she is] a universal successor
Eliza Hall
3 -1entitlement to the whole or in a capacity as a /notarial: residuary/ beneficiary of the whole
Adrian MM.
3 -2universal vocation or title
Lisa Rosengard
Summary of reference entries provided
Different ways to accept inheritances in France
Eliza Hall

Discussion entries: 3





  

Answers


1 hr   confidence: Answerer confidence 3/5Answerer confidence 3/5 peer agreement (net): -1
entitlement to the whole or in a capacity as a /notarial: residuary/ beneficiary of the whole


Explanation:
Note Aude Sylvain's answer of residual in the discussion-entry weblink and that has been misunderstood by a critic. It ought to read 'residuary', namely a residuary beneficiary - the preferred notarial in our Central London translation office - takes *everything* after payment of all debts and legacies, not merely the left-overs.

My stab at the para, assuming this is referring to 'with benefit of inevntory', so accepting the assets only and no liabilities and eschewing the more descriptive idea of 'wholesale entitlement' for fear of renewed howls and squeals of protest:

'I would make the point that the heir is allowed to accept the estate unconditionally or disclaim such / cf. the recent renouncing-probate question ENG/FRE/, that he can also accept the inheritance to the extent of the net assets when he has an entitlement as /residuary / beneficiary of the whole or acting in such capacity and #that the *contingently or prospectively exercisable option* is void as such.'

#the que could collocate with lorsque, but the French Bill referred to says it is automatically 'nugatory'.

* the election made conditional upon some event or exercisable in the future to accept or disclaim the inheritance*

The option or election ought to be explicable in the text as with strings attached to acceptance or disclaimer.

Otherwise, see the French Bill in the example sentences and, generally, the option sections in Delmas, Testaments et Donations. Transmission du Patrimoine.

Example sentence(s):
  • L'article 768 modifié précise en outre que l'option conditionnelle ou à terme est nulle.
  • Une annulation de l'acceptation reste toujours possible pour erreur, dol ou violence (art. 777 modifié), ou en cas d'option conditionnelle ou à terme (art. 768 modifié).

    Reference: http://www.proz.com/kudoz/french-to-english/law-contracts/25...
    Reference: http://www.senat.fr/rap/l05-343-1/l05-343-131.html
Adrian MM.
Austria
Specializes in field
Native speaker of: Native in EnglishEnglish
PRO pts in category: 359

Peer comments on this answer (and responses from the answerer)
disagree  Eliza Hall: No. This is about the degree (if any) to which the heir is responsible for the debts of the estate. See reference I posted.
2 days 4 hrs
  -> I refer to benefit of inventory as liability to the extent of the assets, added to which you have misunderstood the difference with à titre universel//beneficiary of the free estate-only: la quotité disponible after the forced heirs' entrenched portions.
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2 days 6 hrs   confidence: Answerer confidence 5/5 peer agreement (net): -1
[where he or she is] a universal successor


Explanation:
Quick side notes:

(1) don't say "abandon," say "disclaim" -- that's typically the word used when heirs refuse to accept an inheritance: https://www.jhwfs.com/disclaiming/

(2) "à concurrence de l'actif net" doesn't mean "only the net assets." It means accepting an inheritance in such a way that you're only responsible for the deceased person's debts up to the value of the thing you inherited. Like if you inherit $30,000 this way, you can't possibly be responsible for debt beyond the $30k (and if the debts are lower, you'll get something: if your share of the debt is $10k then you'll get $20k of the $30k that was left to you).

Back to your question: This French-law concept (vocation universelle) means the heir is responsible for all the estate's debts, or a proportional share of the debts if there are more than one heir à vocation universelle. It's hard to translate, because that's not how inheritance works under US law in general, with the exception of Louisiana.

Normally under US law, if a person dies with debts, the dead person's property (i.e. the estate's property) is liquidated to pay the debts. Then, whatever is left is split among the heirs. If there's nothing left--if the estate is too small to pay the debts--then the debts don't get paid; the heirs aren't responsible.

But Louisiana inheritance law works similarly to French law, because Louisiana has a French-style legal code. As such, it can be a good source for English translations of French legal concepts.

So here's the term:

"Universal successors. Universal successors may be heirs or legatees and may inherit property through someone’s estate plan or through Louisiana’s laws of intestacy. Either way, a universal successor has all of the rights and all of the obligations of the deceased person with regard to the property the universal successor receives through the succession process. In other words, a universal successor is responsible for the debts related to succession property."
https://www.louisianasuccessionattorney.com/library/louisian...

Since à vocation universelle and à titre universel are synonyms, I wouldn't bother finding two different ways of saying this (although if you want to, feel free to explore Louisiana legal sources to see if they have a slightly different way of saying the same thing).

Eliza Hall
United States
Local time: 02:07
Specializes in field
Native speaker of: English
PRO pts in category: 145
Grading comment
Thanks for the clear explanation of universal vocation and for pointing out that the two terms "vocation universelle" and "à titre universelle" are synonyms and providing a very credible translation. Thanks also for pointing out that Louisiana's law has some similarities to French law. Very illuminating.

Peer comments on this answer (and responses from the answerer)
disagree  Adrian MM.: You ought to have read Phil G's weblink more carefully: the 2nd term refers to the free estate, so after the forced heirs' automatic entitlement. 'Le légataire est dit "à titre universel" lorsque le testament .. le gratifie d'une *quote-part* des biens.`
1 hr
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4 hrs   confidence: Answerer confidence 3/5Answerer confidence 3/5 peer agreement (net): -2
universal vocation or title


Explanation:
"The heir can purely and simply accept the estate or renounce it. He or she can also accept the estate up to a limit of the net asset when he or she has a universal vocation or title, and the conditional option is rendered null and void."

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Note added at 2 days 20 hrs (2020-12-14 12:29:53 GMT) Post-grading
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https://www.deepl.com/translator#fr/en/vocation universelle ou %C3%A0 titre universel

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Note added at 2 days 20 hrs (2020-12-14 12:43:09 GMT) Post-grading
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A 'legal term' is an expression which is permitted or established by law or lawyers.

Example sentence(s):
  • "Il peut accepter la succession ou il peut la renoncer. Il peut également accepter la succession à concurrence de l'actif net lorsqu'il a une vocation universelle ou un titre universel. L'option conditionnelle est nulle ou à terme."
Lisa Rosengard
United Kingdom
Local time: 07:07
Native speaker of: English

Peer comments on this answer (and responses from the answerer)
disagree  AllegroTrans: No Lisa, this is a legal term, not dictionary translation. When will you get this?
18 hrs

disagree  Eliza Hall: Word-for-word translations are only rarely appropriate.
2 days 1 hr
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Reference comments


2 days 5 hrs
Reference: Different ways to accept inheritances in France

Reference information:
"Lorsque vous acceptez purement et simplement la succession, vous recevez votre part d'héritage et vous devez payer les dettes du défunt dans la limite de vos droits dans la succession.

Par exemple, si vous avez droit au 1/4 de la succession, vous ne devez payer qu' 1/4 des dettes du défunt....

L'acceptation à concurrence de l'actif net signifie que vous ne payez pas les dettes qui dépassent la valeur des biens du défunt." https://www.service-public.fr/particuliers/vosdroits/F1199


"Les successeurs à la vocation universelle ou à titre universel sont obligés indéfiniment des dettes et charges de la succession sans distinction. La loi du 23 juin 2006 a cependant limité leur engagement aux legs de sommes d’argent. Ils n’en sont plus tenus que dans les limites de l’actif successoral. Dès lors, l’option des successeurs universels et à titre universel est capitale pour tenter de limiter leur engagement puisque seuls les héritiers acceptants purement et simplement sont tenus du passif au-delà du montant de l’actif."
https://www.fourgoux-boucard-campi-avocats.com/droit-des-suc...

Eliza Hall
United States
Specializes in field
Native speaker of: English
PRO pts in category: 145

Peer comments on this reference comment (and responses from the reference poster)
neutral  Adrian MM.: https://www.dictionnaire-juridique.com/definition/a-titre-un...
1 hr
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