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Acte de délivrance de legs

English translation: Notarial Record (Deed or Form) of Assent

GLOSSARY ENTRY (DERIVED FROM QUESTION BELOW)
French term or phrase:Acte de délivrance de legs
English translation:Notarial Record (Deed or Form) of Assent
Entered by: kevin furber

08:49 May 9, 2023
French to English translations [PRO]
Law/Patents - Law (general) / settlement of estates
French term or phrase: Acte de délivrance de legs
I am translating a summons to a court for several members of a family who are disputing a will in France.
I would like to know if there is a specific translation for this document in English.

My proposed translation of this term would be "Certificate of distribution of legacies" but I feel the term "certificate" is not suitable. I would appreciate it if someone could suggest a more appropriate translation.

Acte de délivrance de legs établi par Maître xxx
La succession de Madame xxx s’est ouverte auprès de l’Etude de Maître xxx

There are several terms in this document that are very specific and that I have not come across before. I really need some assistance!
kevin furber
France
Local time: 15:52
Notarial Record (Deed or Form) of Assent
Explanation:
- just to add another 'Anglo-Irish (!)' permutation or combination to the mix.

It used to be called - and still is in England & Wales - a Deed of Assent or an Assent Form. See the first example sentence.

It can also be used for legacies and bequests fo goods, bank accounts and chattels generally. See the second example sentence.

I've explained Assent enough times before now on ProZ. Otherwise, 'rely on your research and initiative'.

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Note added at 2 days 4 hrs (2023-05-11 13:35:30 GMT) Post-grading
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Youir're welcome, Kevin. I'm sure that the one-time head of law trainees at our City law firm all of half a century ago, the late and great Frank Robert 'Bobby' Furber I have mentioned before now, did the right thing after all by 'banishing me' from the Company & Partnership Law Dept. to the Conveyancing & Probate Dept. around the corner on Gresham Street...
Selected response from:

Adrian MM.
Austria
Grading comment
Thanks to all contributors to this discussion. I prefer the word Record or Form to translate the word Acte.
4 KudoZ points were awarded for this answer



Summary of answers provided
3 +2Deed of delivery of legacy/testamentary gift
AllegroTrans
4Notarial Record (Deed or Form) of Assent
Adrian MM.
2deed/document setting out the payment of a legacy
Conor McAuley
Summary of reference entries provided
Procedure
AllegroTrans

Discussion entries: 4





  

Answers


1 hr   confidence: Answerer confidence 3/5Answerer confidence 3/5 peer agreement (net): +2
Deed of delivery of legacy/testamentary gift


Explanation:
I see nothing particularly wrong with a literal translation here
There is no equivalent document in English (E&W) procedure where, in the majority of cases, the executor distributes the property in accordance with the will without the need to create separate legal documents

Lafont v. Bird Arias, 57 P.R. 139 (1940) - Read Caselaw
Caselaw Access Project
https://cite.case.law › ...
29 Aug 2019 — (e) Deed of delivery of legacy executed by Don Rafael Veve Calzada and Doña Marta Lafont. (/) Declaration of heirsbip regarding tbe estate ...

CCP 3035 — Particular legatee may demand security for ...
Justia
https://law.justia.com › codes › louisiana › ccp3035
2011 Louisiana Laws Code of Civil Procedure CCP 3035 — Particular legatee may demand security for delivery of legacy; administration in default of security.



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Note added at 2 hrs (2023-05-09 11:11:13 GMT)
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Standard procedure in E&W asfaik is simply to require written receipt for such gifts as sums of money and movable property. Obviously there will be conveyancing documents in the case of immovable property ("real estate")

AllegroTrans
United Kingdom
Local time: 14:52
Specializes in field
Native speaker of: Native in EnglishEnglish
PRO pts in category: 1355

Peer comments on this answer (and responses from the answerer)
agree  Conor McAuley: Seems to work just fine / (Edit) I must have got confused about the search matches / Fair's fair!
1 hr
  -> Many thanks, but your two examples could have related to sums of money and thus "payment" would have been acceptable in the specific context

agree  Adrian MM.: Perhaps - per Emmanuella who quotes a familiar ref. - preface with Notarial Record or Instrument. Deed for the US might shift the emphasis to devises of land vs. legacies/bequests. 'Record of the estate distribution at the death of the testator.' FRE+POR
8 hrs
  -> thanks
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24 mins   confidence: Answerer confidence 2/5Answerer confidence 2/5
deed/document setting out the payment of a legacy


Explanation:
Very tentative, but probably works at a very basic level, presumably there is a much better term.

Other people here are better versed in inheritance law than I am, they might share their expertise.

But I don't think "certificate" is right.

Based on FHS Bridge:

DELIVRANCE
(...)
LEGS - délivrance d'un legs - payment of a legacy

https://books.google.fr/books?id=rQAKtn-XjzIC&pg=PA73&lpg=PA...



--------------------------------------------------
Note added at 37 mins (2023-05-09 09:26:21 GMT)
--------------------------------------------------

Bridge – page 73. The page isn't loading properly for me, but I've posted you the text above from my hard copy.

--------------------------------------------------
Note added at 3 hrs (2023-05-09 11:50:04 GMT)
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Loads of search matches for "payment of a legacy", also these two sources:

1)

"Luxembourg - European e-Justice Portal - Succession
europa.eu
https://e-justice.europa.eu › succession › LUXEMBOU...
Dec 15, 2020 — As regards the legacy, the procedure for ***payment of a legacy*** (*délivrance de legs*) or the possession order (envoi en possession) procedure ..."

From a reliable source, on the face of it.

2)

A great match here, again, a very reliable source:

EN

"CASE OF HIGGINS AND OTHERS v. FRANCE. ...

Council of Europe
https://hudoc.echr.coe.int › conversion › docx
DOC
(1) *proceedings for ***payment of a legacy*** following an appeal against a judgment of the Papeete Civil Court of First Instance dated 19 March 1986; and.


FR

"AFFAIRE HIGGINS ET AUTRES c. FRANCE

Council of Europe
https://hudoc.echr.coe.int › app › docx › pdf
PDF
Feb 19, 1998 — « Attendu que l'arrêt attaqué, rendu le 29 juin 1989 par la cour d'appel de Papeete, a statué sur *une action en ***délivrance de legs***, après avoir ..."

Conor McAuley
France
Local time: 15:52
Specializes in field
Native speaker of: English
PRO pts in category: 210

Peer comments on this answer (and responses from the answerer)
neutral  AllegroTrans: "Payment" only works in the case of a sum of money https://www.capital.fr/votre-argent/legs-1347220
51 mins
  -> On a strictly non-legal language basis, you can't pay an inheritance of non-monetary assets, but I have dug up a couple of interesting matches. Again, inheritance law isn't my thing.
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1 day 10 mins   confidence: Answerer confidence 4/5Answerer confidence 4/5
Notarial Record (Deed or Form) of Assent


Explanation:
- just to add another 'Anglo-Irish (!)' permutation or combination to the mix.

It used to be called - and still is in England & Wales - a Deed of Assent or an Assent Form. See the first example sentence.

It can also be used for legacies and bequests fo goods, bank accounts and chattels generally. See the second example sentence.

I've explained Assent enough times before now on ProZ. Otherwise, 'rely on your research and initiative'.

--------------------------------------------------
Note added at 2 days 4 hrs (2023-05-11 13:35:30 GMT) Post-grading
--------------------------------------------------

Youir're welcome, Kevin. I'm sure that the one-time head of law trainees at our City law firm all of half a century ago, the late and great Frank Robert 'Bobby' Furber I have mentioned before now, did the right thing after all by 'banishing me' from the Company & Partnership Law Dept. to the Conveyancing & Probate Dept. around the corner on Gresham Street...

Example sentence(s):
  • UK: You should use form AS1 to assent, ie transfer, the whole of one or more registered titles to the beneficiary or beneficiaries. If you use this form, the ownership will change for all the land and property in the title.
  • An assent of property or land must be given in writing. A written assent is *not essential for other assets bequeathed to a beneficiary, although it is desirable because it confirms the date on which the beneficiary becomes the legal owner*.

    Reference: http://www.lawble.co.uk/assent-of-property/
    Reference: http://www.co-oplegalservices.co.uk/media-centre/articles-ja...
Adrian MM.
Austria
Specializes in field
Native speaker of: Native in EnglishEnglish
PRO pts in category: 359
Grading comment
Thanks to all contributors to this discussion. I prefer the word Record or Form to translate the word Acte.
Notes to answerer
Asker: Thanks for your contribution to this discussion Adrian. I'm wary of the word Deed to translate Acte, as I mentioned in my original question. I don't agree with "delivery" to translate délivrance. This sounds like franglais to me. However apart from that the simpler more literal proposals by AllegroTrans and Conor MacCaulay also seem acceptable to me. Your proposal has a more legal and official ring to it and is an actual legal document. Thaks once again Kevin

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Reference comments


1 hr
Reference: Procedure

Reference information:
Délivrance de legs : procédure

Pour des biens mobiliers, la délivrance de legs peut être faite amiablement, en rédigeant un écrit simple, qui devra toutefois être daté et signé par toutes les parties en présence.

En matière de biens immobiliers, il est toutefois préconisé de faire appel au notaire afin qu’un acte authentique formalise la délivrance de legs. En effet, dans ce dernier cas, un transfert de propriété devant s’opérer, le notaire est le seul habilité à le formaliser, détenant le monopole de la publicité foncière.

En cas de refus de délivrance du ou des legs, c’est le juge judiciaire qui sera chargé de trancher le litige successoral.

Tous les frais inhérents à la délivrance des legs (rédaction des actes, inventaires, procédure judiciaire le cas échéant, etc.) sont à la charge de la succession.
Délivrance de legs : effets

Le légataire a le droit aux fruits et revenus du bien légué par le défunt. Mais ce n’est qu’au moment du paiement que le légataire recevra la pleine propriété de son bien. En effet, tant que la délivrance de legs n’est pas acquise, le patrimoine successoral reste la propriété virtuelle des héritiers réservataires.

Avant la délivrance du legs, le légataire ne peut percevoir ni les fruits ni les revenus de son bien légué, et ne peut davantage pas en avoir l’usage (ni usus ni fructus).

La délivrance du legs ne rend pas le légataire propriétaire du legs puisque dans les faits il l’est à partir du décès du disposant. La délivrance de legs met le légataire en possession du bien légué, en lui permettant d’en user et de l’administrer librement. Toutefois, rappelons-le, tant que la succession n’est pas réglée, le légataire n’est pas plein propriétaire de son legs : dans l’attente, il dispose des mêmes droits sur son bien qu’un indivisaire, en concurrence avec les héritiers réservataires.
Délivrance de legs : paiement

Le paiement du legs consiste en l’attribution du bien légué au légataire bénéficiaire. Le paiement du legs intervient après le partage de la succession, et donne au légataire la pleine propriété de son legs, avec les attributs qui le composent. Il peut désormais jouir de son legs, le gérer, l’administrer, et l’aliéner le cas échéant. Jusqu’à ce partage, le légataire ne peut pas prétendre à la jouissance divise et personnelle des biens qu’il a reçus par testament.
A découvrir :

AllegroTrans
United Kingdom
Specializes in field
Native speaker of: Native in EnglishEnglish
PRO pts in category: 1355
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