Glossary entry

French term or phrase:

réduction ( testamentaire )

English translation:

abatement

Added to glossary by suewiddicombe
Jul 7, 2012 15:17
11 yrs ago
24 viewers *
French term

réduction ( testamentaire )

French to English Law/Patents Law (general) Inheritance law
Hi, I am not sure what is meant by the word "réduction" in the context given below and do not know how to translate it. Can anyone help? Many thanks

The Court is asked to hold and judge that "le testament du 25 mars 2005 est non seulement valable au regard de la loi française, mais que selon celle-ci, quand bien même porterait-il atteinte à la réserve légale de Mme XXX, cela aurait pour conséquence d'entraîner non son annulation, mais sa réduction;"
Proposed translations (English)
4 abatement

Discussion

Nikki Scott-Despaigne Jul 7, 2012:
reduction I have tried to translate your extract and it can only make sense if it is referring to the "réserve légale". This is in the CONDITIONAL and indicates that such would be the situation if whatever has been dsecribed earlier in your original happened. The effect of that unknwon event (to us, without the benefit of more context), would be not to cancel the statutory share but to reduce it.

Bet my bottom dollar that the original continues to explain that as that is not possible etc...

If my reading is correct, no reason to adopt any term other than the identical one in English : "reduction".

Note that in legal lingo for the UK at least, you would be more likely to find that a court "holds and rules" than "judges".

Nikki Scott-Despaigne Jul 7, 2012:
My reading is to mean a reduction in the amount of the statutory share. Sounds like a contradiction in terms, but there are references to it in Luxembourg, apparently. Further research underway !

http://www.alcomfi.lu/conf_pdf/9.pdf

"réduction de la réserve légale" .

"ART. 1016
Les frais de la demande en délivrance seront à la charge de la succession, sans néanmoins
qu’il puisse en résulter de réduction de la réserve légale."
suewiddicombe (asker) Jul 7, 2012:
Hi, I have "reserved portion" (of the estate to which the heir is legally entitled). But I think the "réduction" applies to the will and not the reserved portion (that can't be tampered with) and I don't understand what they mean by "réduction" d'un testament, hence my question. Have I misunderstood something?
writeaway Jul 7, 2012:
réserve légale it's related to this term. what do you have for that?

Proposed translations

21 hrs
Selected

abatement

vs. ademption = wipe-out of legacies. No reason why it can't apply, not only to legacies, but to the statutory portion a.k.a. automatic entitlement if there is a good reason for doing so, say to a Monagasque Will which purports to dispose of the free estate/disposable perecentage and of what otherwise would be an 'hereditary reserve' under French law.

It's a risky business for an incredulous translator to change the reduction or abatement idea when the reserve can actually be cancelled e.g. by a prospective beneficiary's bad or murderous behaviour.
Something went wrong...
4 KudoZ points awarded for this answer. Comment: "Thanks, Tom - a useful translation although am still baffled. Thanks to Nikki too"

Reference comments

1 hr
Reference:

"réserve légale" in inheritance

http://www.notretemps.com/votre-argent/1600171-donation-se-p...

la réserve légale

On ne peut pas donner tout ce que l'on veut à qui l'on veut. Certains de vos héritiers - vos descendants ou, à défaut, vos ascendants ou, à défaut, votre conjoint - sont réservataires». Ils ont droit à une partie minimale de vos biens, appelée la réserve, dont vous ne pouvez les priver. Vous disposez librement seulement du reste, baptisé «quotité disponible».
Au moment de votre succession, cette réserve sera évaluée en tenant compte du patrimoine que vous laissez mais aussi de ce que vous avez déjà donné dans le passé.


• Quand le donateur se montre trop généreux
Si la réserve d'un de vos enfants, par exemple, n'est pas respectée - parce que vous avez été trop généreux avec d'autres personnes -, ces donations passées devront être «réduites», en commençant par les plus récentes. Les donataires devront rembourser le trop-perçu.
S'ils sont eux-mêmes héritiers réservataires, ils pourront se contenter de dédommager les autres en leur versant une somme d'argent.



Maybe the courts in your original is dsecribing a situation where the only way in which a particular donation under the will can be honoured would mean reducing the amount of the "statutory share". That would explain the use of the conditional, as this is not possible. Statutory shares have to be applied first and all the other donations, gifts or whatever come afterwards.

--------------------------------------------------
Note added at 1 hr (2012-07-07 16:40:18 GMT)
--------------------------------------------------

http://www.monassier.com/index.php?num_cat=1565&categorie_id...

http://www.generationplus.fr/Finance/Succession-Comment-tran...

--------------------------------------------------
Note added at 2 hrs (2012-07-07 17:17:52 GMT)
--------------------------------------------------

Sue, that appears to be just the point. Stick to the use of the conditional (as in the French) which suggests that whatever is going on would have the effect of reducing the "réserve légale" if French law were to apply. If the Monegasque law applies, then the whole idea is out the window as there is no notion of "réserve légale". Your text states :
"... la loi monégasque qui n'accorde aucun droit réservataire au conjoint survivant..."
Easy to see the importance of the jurisdiction here!
A key issue seems to be that the will is valid under both French and Moagasque law. No wonder they are in the court room trying to sort out which applies!
Note from asker:
Nikki, this is the paragraph preceding the one I gave - as you can see, there's a haggle over whether to apply French or Monegasque law: Dire et juger que le dernier testament établi par feu M. XXX est parfaitement valable au regard tant de la loi monégasque qui n'accorde aucun droit réservataire au conjoint survivant que de la loi française, accordant à Mme XXX des droits supérieurs à ceux que la loi monégasque recconnaît... But my quandary is: how can a réserve légale be reduced (let alone cancelled)? It defeats the whole purpose of the mechanism. (and thanks for the holds and rules... translation found on ProZ incorrect!)
Something went wrong...
Term search
  • All of ProZ.com
  • Term search
  • Jobs
  • Forums
  • Multiple search