Glossary entry

French term or phrase:

Légataire à titre privé

English translation:

depends: legatees, devisee, beneficiary

Added to glossary by Lucia28
Jan 14 20:27
4 mos ago
31 viewers *
French term

Légataire à titre privé

French to English Other Certificates, Diplomas, Licenses, CVs Testament
Bonsoir il s'agit d'une testament. Je trouve plusieurs traductions pour ces termes dont "devisee" qui me semble correspondre dans la mesure où ce légataire hérite d'un bien immobilier.
Mais dans le doute .... je préfère partager avec vous et vous remercie d'avance pour votre aide
Change log

Jan 14, 2024 21:07: Yolanda Broad changed "Term asked" from "Legataire a titre privé" to "Légataire à titre privé"

Jan 15, 2024 00:05: writeaway changed "Field (write-in)" from "Acte de notoriété" to "Testament"

Discussion

Daryo Jan 19:
there is no such thing as "légataire à titre privé"
but there definitely is the possibility of
someone acting as / being involved in the role of (légataire or whatever else) + à titre privé
as opposed to doing the same "dans leurs capacités officielles".

l’agent diplomatique figure comme exécuteur testamentaire, administrateur, héritier ou légataire, à titre privé et non pas au nom de l’État accréditant"

An action relating to succession in which the diplomatic agent is involved as executor, administrator, heir or legatee as a private person and not on behalf of the sending State

The puzzling thing is that "légataire (or whatever else) à titre privé" is found only in texts of international conventions, not quite the same category of documents as wills.

OTOH the category of "légataire à titre particulier" wouldn't be out of place in a will.

Having the whole sentence (with names omitted, of course) would have clarified things ...







Proposed translations

-1
1 hr
Selected

depends: legatees, devisee, beneficiary

Depending, theoretically, on what sort of property is concerned. 'Beneficiary' might be a safe bet: "The definition of a beneficiary is quite broad, which means it includes both legatees and devisees."
(anything in double quotes here can be found on the Ouèbbhe)

"What is the difference between a legatee and a devisee? Applying the archaic legal definitions, the difference between a legatee and a devisee is the kind of property they inherit. A legatee inherits personal property (jewelry, vehicles, cash, etc.) while a devisee inherits real property, such as the family home."

"Technically, a devisee inherits real property, while a legatee inherits personal property. Despite this technicality, “legatee” is often used in North Carolina to describe a person who takes any sort of property pursuant to a will."

"Although the term legatee is generally used to refer to individuals who inherit from a will regardless of whether it was real property or personal property, an individual who inherits real property from a will is known as a devisee."

"Legatees, devisees, beneficiaries: Those to whom property is given by will or codicil or on an intestacy are beneficiaries. Strictly, a gift of personalty (anything except a freehold) is a bequest to a legatee, and a gift of a freehold is a devise to a devisee, but the two forms of wording are interchangeable if there is sufficient context in the will."

I haven't made a far-reaching search for the à titre privé bit, but at first sight it appears to revolve around taxes on inheritance by diplomatic personnel:

"L’agent diplomatique jouit de l’immunité de la juridiction pénale de l’État accréditaire. Il jouit également de l’immunité de sa juridiction civile et administrative, sauf s’il s’agit :
[...]
b. D’une action concernant une succession, dans laquelle l’agent diplomatique figure comme exécuteur testamentaire, administrateur, héritier ou légataire, à titre privé et non pas au nom de l’État accréditant"
"1.A diplomatic agent shall enjoy immunity from the criminal jurisdiction of the receiving State. He shall also enjoy immunity from its civil and administrative jurisdiction, except in the case of:
[...]
unless he holds it on behalf of the sending State for the purposes of the mission;
(b) An action relating to succession in which the diplomatic agent is involved as executor, administrator, heir or legatee as a private person and not on behalf of the sending State;"
[Vienna Convention on Diplomatic Relations, Article 31]


Note from asker:
Well it is real estate property in this case therefore I suppose Devisee.
Peer comment(s):

disagree Daryo : you completely missed the key distinction between an official acting in their official capacity or as a private person.// Assuming that the ST is not an uncorrected error for "légataire à titre particulier"
4 days
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4 KudoZ points awarded for this answer. Comment: "Thank you very much"
+1
2 hrs

beneficiary (legatee + devisee) in a private capacity

Out of context, à titre privé (indvidually: Navarre) - query whether a personal gift to the lawyer or notary drawing up and 'engrossing* the Will in a 'public office/ capacity'.

Otherwise, doesn't seem to be a legal term of art, such as 'à titre particulier', namely a legatee of personal bequests aka a non-residual beneficiary vs. à titre universel, literally a universal beneficiary also known notarially as a net, residuary beneficiary - i.e. after payment of all debts and taxes - taking the whole estate as a legatee and *devisee of real property / estate = land + buildings*.


Example sentence:

There are two types of beneficiaries. The first is the residual beneficiary. Residual beneficiaries receive all or part of the estate. The second type is the non-residual beneficiary.

à titre privé -> en tant que personne privée, sans mission officielle.

Peer comment(s):

neutral philgoddard : I think this is possible, but I'm not sure what 'in a private capacity' means.
16 hrs
neutral AllegroTrans : Moi non plus; please explain "à titre privé" convincingly
23 hrs
agree Daryo : ACTING IN THE ROLE OF (whatever).... in a private capacity // the question is asked in a misleading way and you could've explained it better, but you're definitely right.
4 days
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Reference comments

4 days
Reference:

À titre privé

♦ À titre privé. En tant que personne privée, sans mission officielle. Je ne pouvais pas davantage empêcher un député ou un sénateur de circuler à titre privé dans la zone des armées, d'y recueillir des doléances de militaires (Joffre, Mém.,t.2, 1931, p.148).M. Frescheville est réellement ici en congé. L'affaire que vous savez ne l'intéresse plus qu'à titre privé (Bernanos, Crime,1935, p.855).

https://www.cnrtl.fr/definition/privé#:~:text=À titre privé....

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Note added at 4 days (2024-01-19 15:57:20 GMT) Post-grading
--------------------------------------------------

Possibly an uncorrected error in the ST, as this would probably make far more sense:

Légataire à titre particulier


Le légataire à titre particulier est la personne gratifiée par testament d'un ou plusieurs biens déterminés ou déterminable1 sans être tenu de prendre en charge la quote part correspondante des dettes grevant la succession. En revanche les héritiers et légataires universels seront tenus de prendre en charge la dette successorale y compris celle grevant le bien objet du legs particulier.

https://fr.wikipedia.org/wiki/Légataire_à_titre_particulier
Peer comments on this reference comment:

neutral AllegroTrans : Well asker has only given us the term without its surrounding text, so we don't know if this official/non-official distinction applies to her text at all
1 day 18 mins
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