Légataire à titre privé

English translation: depends: legatees, devisee, beneficiary

GLOSSARY ENTRY (DERIVED FROM QUESTION BELOW)
French term or phrase:Légataire à titre privé
English translation:depends: legatees, devisee, beneficiary
Entered by: Lucia28

20:27 Jan 14, 2024
French to English translations [PRO]
Certificates, Diplomas, Licenses, CVs / Testament
French term or phrase: Légataire à titre privé
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
Lucia28
France
Local time: 16:10
depends: legatees, devisee, beneficiary
Explanation:
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]


Selected response from:

Bourth
France
Local time: 16:10
Grading comment
Thank you very much
4 KudoZ points were awarded for this answer



Summary of answers provided
3 +1beneficiary (legatee + devisee) in a private capacity
Adrian MM.
4 -1depends: legatees, devisee, beneficiary
Bourth
Summary of reference entries provided
À titre privé
Daryo

Discussion entries: 1





  

Answers


1 hr   confidence: Answerer confidence 4/5Answerer confidence 4/5 peer agreement (net): -1
depends: legatees, devisee, beneficiary


Explanation:
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]




Bourth
France
Local time: 16:10
Native speaker of: Native in EnglishEnglish
PRO pts in category: 12
Grading comment
Thank you very much
Notes to answerer
Asker: Well it is real estate property in this case therefore I suppose Devisee.


Peer comments on this answer (and responses from the answerer)
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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2 hrs   confidence: Answerer confidence 3/5Answerer confidence 3/5 peer agreement (net): +1
légataire à titre privé
beneficiary (legatee + devisee) in a private capacity


Explanation:
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(s):
  • 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.

    Reference: http://forums.moneysavingexpert.com/discussion/5925028/resid...
Adrian MM.
Austria
Native speaker of: Native in EnglishEnglish
PRO pts in category: 20

Peer comments on this answer (and responses from the answerer)
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

Reference information:
♦ 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....

--------------------------------------------------
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

Daryo
United Kingdom
Native speaker of: Native in SerbianSerbian, Native in FrenchFrench
PRO pts in category: 3

Peer comments on this reference comment (and responses from the reference poster)
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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