{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://openinherit.org/v3/extensions/eu-succession/eu-succession.json",
  "title": "EU Succession Extension",
  "description": "European succession rules: Brussels IV choice of law and European Certificate of Succession, Spanish regional regimes, forced heirship variants across civil law traditions, and post-Brexit UK asset handling.",
  "maturity": "draft",
  "extensionType": "geographic",
  "applicableJurisdictions": [
    "AT",
    "BE",
    "BG",
    "HR",
    "CY",
    "CZ",
    "DK",
    "EE",
    "FI",
    "FR",
    "DE",
    "GR",
    "HU",
    "IT",
    "LV",
    "LT",
    "LU",
    "MT",
    "NL",
    "PL",
    "PT",
    "RO",
    "SK",
    "SI",
    "ES",
    "SE"
  ],
  "inheritVersion": ">=2.0.0 <3.0.0",
  "legalSystems": [
    "civil_law"
  ],
  "dataProvenance": "Regulation (EU) No 650/2012 (Brussels IV), Spanish Civil Code, French Code civil, German BGB",
  "maintainers": [
    {
      "name": "Testate Technologies",
      "organisation": "Testate Technologies Ltd",
      "role": "lead"
    }
  ],
  "compatibleWith": [
    "islamic-succession",
    "jewish-succession"
  ],
  "type": "object",
  "$defs": {
    "BrusselsIVChoiceOfLaw": {
      "type": "object",
      "properties": {
        "habitualResidence": {
          "$ref": "../../common/jurisdiction.json"
        },
        "nationalityElection": {
          "type": "boolean"
        },
        "electedNationality": {
          "$ref": "../../common/jurisdiction.json"
        },
        "electionDate": {
          "type": "string",
          "format": "date",
          "pattern": "^\\d{4}-\\d{2}-\\d{2}$"
        }
      },
      "additionalProperties": false
    },
    "EuropeanCertificateOfSuccession": {
      "type": "object",
      "properties": {
        "issued": {
          "type": "boolean"
        },
        "certificateReference": {
          "type": "string",
          "maxLength": 500
        },
        "issuingAuthority": {
          "type": "string",
          "maxLength": 255
        },
        "issueDate": {
          "type": "string",
          "format": "date",
          "pattern": "^\\d{4}-\\d{2}-\\d{2}$"
        }
      },
      "additionalProperties": false
    },
    "SpanishRegionalRegime": {
      "type": "object",
      "properties": {
        "region": {
          "type": "string",
          "enum": [
            "common_civil",
            "catalan",
            "basque",
            "navarre",
            "aragon",
            "balearic",
            "galician"
          ]
        },
        "forcedHeirshipRules": {
          "type": "string",
          "maxLength": 255
        },
        "notes": {
          "type": "string",
          "maxLength": 2000
        }
      },
      "required": [
        "region"
      ],
      "additionalProperties": false
    },
    "ForcedHeirshipVariant": {
      "$comment": "Which kinship types qualify as protected (forced) heirs under each model: french_reserve: descendants only (since 2006 reform — parents lost reserved share). german_pflichtteil: descendants, parents, spouse. italian_legittima: spouse, children (including adopted), parents. scandinavian_laglott: descendants only. dutch_deferred: children only (monetary claim, not property share). polish_zachowek: descendants, spouse, parents (2/3 of intestate share, or 1/2 for non-dependants). swiss_pflichtteil: descendants, spouse (parents removed by 1 January 2023 reform — see Switzerland extension).",
      "type": "object",
      "properties": {
        "model": {
          "type": "string",
          "enum": [
            "french_reserve",
            "german_pflichtteil",
            "scandinavian_laglott",
            "dutch_deferred",
            "polish_zachowek",
            "swiss_pflichtteil",
            "italian_legittima"
          ]
        },
        "claimNature": {
          "type": "string",
          "maxLength": 255
        },
        "reservedFraction": {
          "type": "string",
          "maxLength": 255,
          "pattern": "^[0-9]+/[0-9]+$"
        },
        "calculationNotes": {
          "type": "string",
          "maxLength": 2000
        },
        "effectiveDate": {
          "type": "string",
          "format": "date",
          "pattern": "^\\d{4}-\\d{2}-\\d{2}$"
        },
        "reformVersion": {
          "type": "string",
          "maxLength": 255
        },
        "temporalRule": {
          "$ref": "../../common/temporal-rule.json"
        }
      },
      "required": [
        "model"
      ],
      "additionalProperties": false
    },
    "PostBrexitAssetHandling": {
      "type": "object",
      "properties": {
        "ukAssetsSubjectToEURule": {
          "type": "boolean"
        },
        "ukAssetsHandledUnder": {
          "type": "string",
          "maxLength": 255
        },
        "notes": {
          "type": "string",
          "maxLength": 2000
        }
      },
      "additionalProperties": false
    }
  },
  "properties": {
    "memberState": {
      "description": "ISO 3166-1 alpha-2 country code of the EU member state whose succession rules apply — determines Brussels IV regulation applicability",
      "type": "string",
      "pattern": "^[A-Z]{2}$",
      "$comment": "ISO 3166-1 alpha-2 country code for the EU/EEA member state."
    },
    "brusselsIV": {
      "$ref": "#/$defs/BrusselsIVChoiceOfLaw"
    },
    "europeanCertificate": {
      "$ref": "#/$defs/EuropeanCertificateOfSuccession"
    },
    "spanishRegionalRegime": {
      "$ref": "#/$defs/SpanishRegionalRegime"
    },
    "forcedHeirshipVariant": {
      "$ref": "#/$defs/ForcedHeirshipVariant"
    },
    "postBrexitHandling": {
      "$ref": "#/$defs/PostBrexitAssetHandling"
    },
    "legislativeChanges": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "description": {
            "type": "string",
            "maxLength": 2000,
            "minLength": 1
          },
          "status": {
            "type": "string",
            "enum": [
              "enacted",
              "royal_assent",
              "bill_stage",
              "consultation",
              "announced"
            ]
          },
          "effectiveDate": {
            "type": "string",
            "format": "date",
            "pattern": "^\\d{4}-\\d{2}-\\d{2}$"
          },
          "notes": {
            "type": "string",
            "maxLength": 2000
          }
        },
        "required": [
          "description",
          "status"
        ],
        "additionalProperties": false
      },
      "maxItems": 50
    },
    "notes": {
      "type": "string",
      "maxLength": 2000
    }
  },
  "required": [
    "memberState"
  ],
  "minProperties": 1,
  "patternProperties": {
    "^x-inherit-[a-z][a-z0-9-]{1,54}$": {
      "type": "object",
      "maxProperties": 50,
      "propertyNames": {
        "pattern": "^[a-zA-Z_][a-zA-Z0-9_]*$",
        "maxLength": 64
      }
    }
  },
  "unevaluatedProperties": false,
  "propertyNames": {
    "pattern": "^(x-inherit-[a-z][a-z0-9-]*|[a-z][a-zA-Z0-9]*)$"
  }
}