Nov 26, 2023 01:41
6 mos ago
32 viewers *
German term

Hinführung zum Nachlass

German to English Law/Patents Law (general) Testamentary law
This appears in a power of attorney granted by the putative heir of an estate to a probate research firm. In it, he authorizes the firm to do various things, the first of which is to collect all the documents and proof that testify to his kinship with the deceased and his status as the heir. The second item on the list is:

"Die Hinführung zum Nachlass in tatsächlicher Hinsicht".

The other items on the list are various activities involved in winding up the estate (although the probate research firm itself does not provide legal services per se).

Frankly, I'm stumped - I'd be grateful if a legal expert could give some insights into this.

TIA!

Discussion

Björn Vrooman Nov 26, 2023:
"Berufung ist ein Rechtsmittel, das eine zweite Tatsacheninstanz eröffnet. Das Urteil des ersten Rechtszugs wird also nicht nur in rechtlicher, sondern auch in tatsächlicher Hinsicht überprüft. Das hat zur Folge, dass unter Umständen sogar die Beweisaufnahme wiederholt wird."
https://www.rudolph-recht.de/rechtsmittel-im-strafrecht/

...or, way closer to your context:
"Lebt ein Abkömmling des Erblassers nicht mehr, so treten an seine Stelle seine Abkömmlinge (sog. Eintrittsrecht), mehrere zu gleichen Teilen. Dieses Nachrücken bezeichnet man als Eintrittsrecht...Das Eintrittsrecht besteht sowohl in tatsächlicher Hinsicht wie auch in rechtlicher Hinsicht. Tatsächlich besteht es, wenn ein Abkömmling vorverstorben ist. Rechtlich besteht es, wenn...die Erbschaft ausgeschlagen hat...oder für erbunwürdig erklärt worden ist."
https://www.notar-dols-berlin.de/notar/erbrecht/

Typically, something like "legally and factually (though not ideal here):
"The evidence is both legally and factually sufficient to support the trial court's findings that the property was not susceptible to an equitable partition in kind..."
https://casetext.com/case/taylor-v-hill-3?resultsNav=false

Best
Björn Vrooman Nov 26, 2023:
Hello Heather Don't have much time today, but I may be able to help somewhat.

First off, not too long ago, we had an EN > DE question that seems to relate to your Q:
https://www.proz.com/kudoz/english-to-german/law-general/716...

See d-box posts. I suggested "Vorbereitung" there, which you'll also find here:
"Keine Teilungskompetenz des Willensvollstreckers
 keine autoritative Erbteilung durch den Willensvollstrecker
 nur Vorbereitung der Erbteilung (Teilungsplan, Entwurf Teilungsvertrag) und Hinführung der Erben zur Teilung
 Erbteilung wird erst mit schriftlichem Erbteilungsvertrag, Realteilung oder
gerichtlichem Urteil perfekt"
https://www.szlaw.ch/files/cto_layout/pdf_referate/referate_...

You essentially "assign" them here (though that's IT speak, ofc).

As for "in tatächlicher Hinsicht," that's the opposite of "in rechtlicher Hinsicht," as in...

[...]

Proposed translations

6 hrs
German term (edited): Hinführung zum Nachlass in tatsächlicher Hinsicht
Selected

investigation -> tracing into the (CanE/BrE: deceased's) estate in practical respects

Would be useful to know what German-speaking country this is, as 'Hinführung' doesn't look like a legal term of art, though the extension of 'in tatsächlicher Hinsicht' literally leads me from an investigation into the estate to a 'tracing (of assets) right into..'

Though 'decedent' for the deceased is also used in Canada, it is AFAIK = as far as I know commoner in the US of A.

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Note added at 1 day 6 hrs (2023-11-27 08:23:42 GMT) Post-grading
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Asker - you are welcome. I couldn't but help feeling that the whole phrase had been a back-translation from 'tracing into assets of an estate'. Cut to the Anglo-Canadian law of Equitable vs. Common Law tracing.
Example sentence:

Claim documentation. I specialize in tracing missing heirs and submitting the lost claims to the relevant solicitors

Tracing is a legal process, not a remedy, by which a claimant demonstrates what has happened to his/her property, identifies its proceeds and those persons who have handled or received them, and asks the court to award a proprietary remedy.

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4 KudoZ points awarded for this answer. Comment: "Thanks Adrian! The document was drafted by the probate research firm in Germany :)"
+1
44 mins

introduction to or overview of the decedent's estate

introduction to or overview of the decedent's estate on a factual basis / on a basis in fact

Limited Liability Companies and Estate Planning
https://digitalcommons.sacredheart.edu › cgi › vie...
PDF
JD Larobina · 2005 — The court made a factual determination that the decedent at any time could have directed that the ... court could not find on a factual basis that those in a ...

trusts and estates outline - NYU School of Law
https://www.law.nyu.edu › upload_documents
DOC
... decedent's estate introduced clear evidence that the joint account was only for convenience ... basis in fact, although T could have been mistaken in his belief.
Peer comment(s):

agree Andrew Bramhall : Clear, concise,eindeutig,and to the point, avoiding waffle.
1 day 6 hrs
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