The Characterization of Provisions Protecting Forced Heirs Against Lifetime Dispositions: A Comparative Law Study of the Laws of Louisiana and Germany
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| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
Tübingen
Mohr Siebeck
2023
|
| Ausgabe: | 1st ed |
| Schriftenreihe: | Studien zum ausländischen und internationalen Privatrecht
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| Schlagworte: | |
| Online-Zugang: | HWR01 |
| Beschreibung: | Description based on publisher supplied metadata and other sources |
| Beschreibung: | 1 Online-Ressource (452 Seiten) |
| ISBN: | 9783161625275 |
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| 245 | 1 | 0 | |a The Characterization of Provisions Protecting Forced Heirs Against Lifetime Dispositions |b A Comparative Law Study of the Laws of Louisiana and Germany |
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| 505 | 8 | |a Cover -- Title -- Preface -- Summary of Contents -- Contents -- List of Abbreviations -- A. Introduction -- I. The Characterization of the Provisions Protecting Forced Heirs Against Lifetime Dispositions by the Decedent -- II. The Perspectives of German and Louisiana Law -- III. The Structure of the Present Work -- B. The Characterization Process in Louisiana and Germany -- I. The Term "Characterization" and Its Subject Matter -- 1. The term "characterization" in the United States and its subject matter -- a) The term "characterization" -- b) The subject matter of the characterization process -- 2. The term "characterization" in Europe and its subject matter -- a) The term "characterization" -- aa) Characterization as an all-encompassing process (Gesamtprozess) -- bb) The interpretation of the connecting factor -- b) The subject matter of the characterization process -- 3. Analysis of current theories -- a) The term "characterization" as a description of the process of applying conflicts rules -- b) The term "characterization" based on how the process of applying conflicts rules is understood in the United States and Europe -- c) The subject matter of the characterization process -- aa) The subject matter of the characterization process as the subject matter of the subsumption under the object of a conflicts rule (Anknüpfungsgegenstand) -- bb) The subject matter of the characterization process -- (1) Rules of substantive law as the subject matter of the characterization process in the part of a conflicts rule pertaining to its legal consequence (Rechtsfolge) -- (2) The subject matter of the characterization process in the part of a conflicts rule describing its elements (Tatbestand) -- d) A new theory to explain the functioning of conflicts rules -- aa) The emergence of the prevailing theory -- bb) The theory developed by Reuter | |
| 505 | 8 | |a e) The characterization process and its subject matter -- II. The Law Governing Characterization -- 1. The law governing characterization according to the American view -- 2. The law governing characterization according to the European view -- 3. Discussion of current theories -- a) The lex normae principle as proper for determining the law governing characterization -- b) Applying the lex normae principle -- c) The reference in Louisiana's choice-of-law rules to the law of the situs: An exception to the lex normae principle? -- III. Methodology -- 1. Introduction -- 2. The question of the proper methodology of the characterization process as the question of the proper methodology of the process of interpreting rules of law -- 3. The methodology to be applied under German law -- a) Wording -- b) Legislative history -- c) Purpose -- aa) The rationale of conflicts rules -- (1) Choice-of-law interests (internationalprivatrechtliche Interessen) as the rationale of conflicts rules -- (2) Ascertaining the rationale of a choice-of-law rule -- (3) The importance of rules of substantive law in balancing choice-of-law interests (internationalprivatrechtliche Interessen) -- bb) Adaptation (Anpassung) problems and the characterization process -- (1) Situations in which adaptation (Anpassung) problems arise -- (2) The mechanism of adaptation (Anpassung) -- (3) The influence of adaptation (Anpassung) problems on the characterization process -- (a) The need to consider adaptation (Anpassung) problems in the characterization process -- (b) The impact of adaptation (Anpassung) problems on the characterization process -- (4) Conclusion -- cc) Comparative law -- (1) Comparing substantive law rules and the nature of the conflicts law as a "law about legal systems" | |
| 505 | 8 | |a (2) The comparison of conflicts rules and the principle of uniformity of result (äußerer Entscheidungseinklang) -- d) Systematic context -- 4. The methodology to be applied under European law -- a) Wording -- b) Legislative history -- c) Purpose -- aa) The rationale of conflicts rules -- bb) The effet utile principle -- cc) Comparative law -- d) Systematic context -- 5. The methodology to be applied under Louisiana law -- a) The methods of interpretation under Louisiana law -- b) The methodology of the characterization process under Louisiana law -- aa) Wording -- bb) Legislative history -- cc) Purpose -- (1) The rationale of conflicts rules -- (2) The importance of substantive law rules in the process of characterization -- (3) The influence of adaptation (Anpassung) problems on the characterization process -- (a) Adaptation (Anpassung) problems in the United States -- (b) The influence of adaptation (Anpassung) problems on the characterization process under Louisiana law -- (4) Comparative law -- dd) Systematic context -- IV. Conclusion -- C. Characterizing the Provisions of Louisiana and German Law that Protect Forced Heirs and Pflichtteilsberechtigte Against Lifetime Dispositions -- I. The Choice-of-Law Rules in Germany and Louisiana -- 1. Choice-of-law rules in Germany -- a) Introduction -- b) The European Succession Regulation (ESR) -- c) The Rome I Regulation -- 2. Louisiana's choice-of-law rules -- a) Introduction -- b) The title on successions -- c) The title on conventional obligations -- II. The Substantive Law in Germany and Louisiana -- 1. Substantive law in Germany -- a) The compulsory share (Pflichtteil) in Germany -- b) Protecting the Pflichtteilsberechtigte against lifetime dispositions by the decedent -- aa) The claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) -- (1) Introduction | |
| 505 | 8 | |a (2) Comparing the claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) with the claim for the compulsory share (Pflichtteilsanspruch) -- (3) The claim against the heir for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) pursuant to 2325 BGB -- (4) The claim against the donee for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) pursuant to 2329 BGB -- (a) Relationship to the claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) pursuant to 2325 BGB -- (b) The requirement that the heir not be obliged to augment the compulsory share -- (c) The legal consequence of 2329 BGB -- (d) Cases involving several gifts: 2329 sec. 3 BGB -- (5) The claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) against the donee's successor by gratuitous title -- bb) 2301 BGB -- (1) 2301 BGB's rationale -- (2) Analyzing the mechanics of 2301 BGB -- (3) The elements of 2301 BGB -- (4) Reference under 2301 sec. 1 sent. 1 BGB to the provisions on testamentary dispositions -- cc) 2316 BGB -- (1) Calculating the compulsory share pursuant to 2316 BGB -- (2) The rationale of 2316 BGB -- (3) 2316 BGB as a tool for protecting the Pflichtteilsberechtigte against lifetime dispositions -- (4) The requirements of 2316 BGB -- 2. Substantive law in Louisiana -- a) Forced heirship law in Louisiana -- aa) Calculating the forced portion -- (1) Determining the forced portion by implication -- (2) The amount of the disposable and forced portions -- (3) Calculating the disposable and forced portions based on the mass estate -- bb) The legal nature of the forced portion and the forced heir's position -- b) Protecting the forced heirs' rights against lifetime dispositions by the decedent -- aa) The action for reduction | |
| 505 | 8 | |a (1) Finding an impingement upon the forced heir's legitime -- (a) The process of imputation -- (b) The order of imputation -- (c) The part of decedent's estate towards which donations are imputed -- (2) The process of reduction -- (3) The "reduction" brought about by the action for reduction from a doctrinal perspective -- bb) The general principle of the impermissibility of burdens on the legitime -- cc) Collation -- (1) The rationale underlying collation under current Louisiana law -- (2) The reason for dealing with collation in the present work -- (3) Gifts subject to collation -- (4) By whom collation is due -- (5) How collation is made -- III. Characterization Under the German and Louisiana Conflicts Systems -- 1. Characterizing German substantive law rules under German conflicts law -- a) The claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) and the action for reduction against the donee or his successor by gratuitous title -- aa) Characterizing Germany's provisions on the compulsory share and Louisiana's forced heirship law -- bb) Characterizing the claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) pursuant to 2325 BGB -- cc) Characterizing the claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) pursuant to 2329 BGB and the action for reduction against the donee or his successor by gratuitous title -- (1) The view that clawback claims fall outside the ESR -- (2) Two additional arguments for excluding clawback claims from the ESR -- (a) Comparison with Art. 16 EIR -- (b) Legal uncertainty and justified expectations of the donor -- (3) Discussion -- (a) Explaining the term "clawback claims" -- (b) Art. 7 sec. 2 lit. c of the 1989 Hague Succession Convention -- (c) Wording of the ESR -- (d) Art. 16 EIR. | |
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Datensatz im Suchindex
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| author | Fritz, Raphael de Barros |
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| author_sort | Fritz, Raphael de Barros |
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| building | Verbundindex |
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| contents | Cover -- Title -- Preface -- Summary of Contents -- Contents -- List of Abbreviations -- A. Introduction -- I. The Characterization of the Provisions Protecting Forced Heirs Against Lifetime Dispositions by the Decedent -- II. The Perspectives of German and Louisiana Law -- III. The Structure of the Present Work -- B. The Characterization Process in Louisiana and Germany -- I. The Term "Characterization" and Its Subject Matter -- 1. The term "characterization" in the United States and its subject matter -- a) The term "characterization" -- b) The subject matter of the characterization process -- 2. The term "characterization" in Europe and its subject matter -- a) The term "characterization" -- aa) Characterization as an all-encompassing process (Gesamtprozess) -- bb) The interpretation of the connecting factor -- b) The subject matter of the characterization process -- 3. Analysis of current theories -- a) The term "characterization" as a description of the process of applying conflicts rules -- b) The term "characterization" based on how the process of applying conflicts rules is understood in the United States and Europe -- c) The subject matter of the characterization process -- aa) The subject matter of the characterization process as the subject matter of the subsumption under the object of a conflicts rule (Anknüpfungsgegenstand) -- bb) The subject matter of the characterization process -- (1) Rules of substantive law as the subject matter of the characterization process in the part of a conflicts rule pertaining to its legal consequence (Rechtsfolge) -- (2) The subject matter of the characterization process in the part of a conflicts rule describing its elements (Tatbestand) -- d) A new theory to explain the functioning of conflicts rules -- aa) The emergence of the prevailing theory -- bb) The theory developed by Reuter e) The characterization process and its subject matter -- II. The Law Governing Characterization -- 1. The law governing characterization according to the American view -- 2. The law governing characterization according to the European view -- 3. Discussion of current theories -- a) The lex normae principle as proper for determining the law governing characterization -- b) Applying the lex normae principle -- c) The reference in Louisiana's choice-of-law rules to the law of the situs: An exception to the lex normae principle? -- III. Methodology -- 1. Introduction -- 2. The question of the proper methodology of the characterization process as the question of the proper methodology of the process of interpreting rules of law -- 3. The methodology to be applied under German law -- a) Wording -- b) Legislative history -- c) Purpose -- aa) The rationale of conflicts rules -- (1) Choice-of-law interests (internationalprivatrechtliche Interessen) as the rationale of conflicts rules -- (2) Ascertaining the rationale of a choice-of-law rule -- (3) The importance of rules of substantive law in balancing choice-of-law interests (internationalprivatrechtliche Interessen) -- bb) Adaptation (Anpassung) problems and the characterization process -- (1) Situations in which adaptation (Anpassung) problems arise -- (2) The mechanism of adaptation (Anpassung) -- (3) The influence of adaptation (Anpassung) problems on the characterization process -- (a) The need to consider adaptation (Anpassung) problems in the characterization process -- (b) The impact of adaptation (Anpassung) problems on the characterization process -- (4) Conclusion -- cc) Comparative law -- (1) Comparing substantive law rules and the nature of the conflicts law as a "law about legal systems" (2) The comparison of conflicts rules and the principle of uniformity of result (äußerer Entscheidungseinklang) -- d) Systematic context -- 4. The methodology to be applied under European law -- a) Wording -- b) Legislative history -- c) Purpose -- aa) The rationale of conflicts rules -- bb) The effet utile principle -- cc) Comparative law -- d) Systematic context -- 5. The methodology to be applied under Louisiana law -- a) The methods of interpretation under Louisiana law -- b) The methodology of the characterization process under Louisiana law -- aa) Wording -- bb) Legislative history -- cc) Purpose -- (1) The rationale of conflicts rules -- (2) The importance of substantive law rules in the process of characterization -- (3) The influence of adaptation (Anpassung) problems on the characterization process -- (a) Adaptation (Anpassung) problems in the United States -- (b) The influence of adaptation (Anpassung) problems on the characterization process under Louisiana law -- (4) Comparative law -- dd) Systematic context -- IV. Conclusion -- C. Characterizing the Provisions of Louisiana and German Law that Protect Forced Heirs and Pflichtteilsberechtigte Against Lifetime Dispositions -- I. The Choice-of-Law Rules in Germany and Louisiana -- 1. Choice-of-law rules in Germany -- a) Introduction -- b) The European Succession Regulation (ESR) -- c) The Rome I Regulation -- 2. Louisiana's choice-of-law rules -- a) Introduction -- b) The title on successions -- c) The title on conventional obligations -- II. The Substantive Law in Germany and Louisiana -- 1. Substantive law in Germany -- a) The compulsory share (Pflichtteil) in Germany -- b) Protecting the Pflichtteilsberechtigte against lifetime dispositions by the decedent -- aa) The claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) -- (1) Introduction (2) Comparing the claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) with the claim for the compulsory share (Pflichtteilsanspruch) -- (3) The claim against the heir for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) pursuant to 2325 BGB -- (4) The claim against the donee for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) pursuant to 2329 BGB -- (a) Relationship to the claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) pursuant to 2325 BGB -- (b) The requirement that the heir not be obliged to augment the compulsory share -- (c) The legal consequence of 2329 BGB -- (d) Cases involving several gifts: 2329 sec. 3 BGB -- (5) The claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) against the donee's successor by gratuitous title -- bb) 2301 BGB -- (1) 2301 BGB's rationale -- (2) Analyzing the mechanics of 2301 BGB -- (3) The elements of 2301 BGB -- (4) Reference under 2301 sec. 1 sent. 1 BGB to the provisions on testamentary dispositions -- cc) 2316 BGB -- (1) Calculating the compulsory share pursuant to 2316 BGB -- (2) The rationale of 2316 BGB -- (3) 2316 BGB as a tool for protecting the Pflichtteilsberechtigte against lifetime dispositions -- (4) The requirements of 2316 BGB -- 2. Substantive law in Louisiana -- a) Forced heirship law in Louisiana -- aa) Calculating the forced portion -- (1) Determining the forced portion by implication -- (2) The amount of the disposable and forced portions -- (3) Calculating the disposable and forced portions based on the mass estate -- bb) The legal nature of the forced portion and the forced heir's position -- b) Protecting the forced heirs' rights against lifetime dispositions by the decedent -- aa) The action for reduction (1) Finding an impingement upon the forced heir's legitime -- (a) The process of imputation -- (b) The order of imputation -- (c) The part of decedent's estate towards which donations are imputed -- (2) The process of reduction -- (3) The "reduction" brought about by the action for reduction from a doctrinal perspective -- bb) The general principle of the impermissibility of burdens on the legitime -- cc) Collation -- (1) The rationale underlying collation under current Louisiana law -- (2) The reason for dealing with collation in the present work -- (3) Gifts subject to collation -- (4) By whom collation is due -- (5) How collation is made -- III. Characterization Under the German and Louisiana Conflicts Systems -- 1. Characterizing German substantive law rules under German conflicts law -- a) The claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) and the action for reduction against the donee or his successor by gratuitous title -- aa) Characterizing Germany's provisions on the compulsory share and Louisiana's forced heirship law -- bb) Characterizing the claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) pursuant to 2325 BGB -- cc) Characterizing the claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) pursuant to 2329 BGB and the action for reduction against the donee or his successor by gratuitous title -- (1) The view that clawback claims fall outside the ESR -- (2) Two additional arguments for excluding clawback claims from the ESR -- (a) Comparison with Art. 16 EIR -- (b) Legal uncertainty and justified expectations of the donor -- (3) Discussion -- (a) Explaining the term "clawback claims" -- (b) Art. 7 sec. 2 lit. c of the 1989 Hague Succession Convention -- (c) Wording of the ESR -- (d) Art. 16 EIR. (e) Legal uncertainty and justified expectations of the donor |
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| discipline | Rechtswissenschaft |
| discipline_str_mv | Rechtswissenschaft |
| edition | 1st ed |
| format | Electronic eBook |
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The Law Governing Characterization -- 1. The law governing characterization according to the American view -- 2. The law governing characterization according to the European view -- 3. Discussion of current theories -- a) The lex normae principle as proper for determining the law governing characterization -- b) Applying the lex normae principle -- c) The reference in Louisiana's choice-of-law rules to the law of the situs: An exception to the lex normae principle? -- III. Methodology -- 1. Introduction -- 2. The question of the proper methodology of the characterization process as the question of the proper methodology of the process of interpreting rules of law -- 3. The methodology to be applied under German law -- a) Wording -- b) Legislative history -- c) Purpose -- aa) The rationale of conflicts rules -- (1) Choice-of-law interests (internationalprivatrechtliche Interessen) as the rationale of conflicts rules -- (2) Ascertaining the rationale of a choice-of-law rule -- (3) The importance of rules of substantive law in balancing choice-of-law interests (internationalprivatrechtliche Interessen) -- bb) Adaptation (Anpassung) problems and the characterization process -- (1) Situations in which adaptation (Anpassung) problems arise -- (2) The mechanism of adaptation (Anpassung) -- (3) The influence of adaptation (Anpassung) problems on the characterization process -- (a) The need to consider adaptation (Anpassung) problems in the characterization process -- (b) The impact of adaptation (Anpassung) problems on the characterization process -- (4) Conclusion -- cc) Comparative law -- (1) Comparing substantive law rules and the nature of the conflicts law as a "law about legal systems"</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">(2) The comparison of conflicts rules and the principle of uniformity of result (äußerer Entscheidungseinklang) -- d) Systematic context -- 4. The methodology to be applied under European law -- a) Wording -- b) Legislative history -- c) Purpose -- aa) The rationale of conflicts rules -- bb) The effet utile principle -- cc) Comparative law -- d) Systematic context -- 5. The methodology to be applied under Louisiana law -- a) The methods of interpretation under Louisiana law -- b) The methodology of the characterization process under Louisiana law -- aa) Wording -- bb) Legislative history -- cc) Purpose -- (1) The rationale of conflicts rules -- (2) The importance of substantive law rules in the process of characterization -- (3) The influence of adaptation (Anpassung) problems on the characterization process -- (a) Adaptation (Anpassung) problems in the United States -- (b) The influence of adaptation (Anpassung) problems on the characterization process under Louisiana law -- (4) Comparative law -- dd) Systematic context -- IV. Conclusion -- C. Characterizing the Provisions of Louisiana and German Law that Protect Forced Heirs and Pflichtteilsberechtigte Against Lifetime Dispositions -- I. The Choice-of-Law Rules in Germany and Louisiana -- 1. Choice-of-law rules in Germany -- a) Introduction -- b) The European Succession Regulation (ESR) -- c) The Rome I Regulation -- 2. Louisiana's choice-of-law rules -- a) Introduction -- b) The title on successions -- c) The title on conventional obligations -- II. The Substantive Law in Germany and Louisiana -- 1. Substantive law in Germany -- a) The compulsory share (Pflichtteil) in Germany -- b) Protecting the Pflichtteilsberechtigte against lifetime dispositions by the decedent -- aa) The claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) -- (1) Introduction</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">(2) Comparing the claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) with the claim for the compulsory share (Pflichtteilsanspruch) -- (3) The claim against the heir for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) pursuant to 2325 BGB -- (4) The claim against the donee for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) pursuant to 2329 BGB -- (a) Relationship to the claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) pursuant to 2325 BGB -- (b) The requirement that the heir not be obliged to augment the compulsory share -- (c) The legal consequence of 2329 BGB -- (d) Cases involving several gifts: 2329 sec. 3 BGB -- (5) The claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) against the donee's successor by gratuitous title -- bb) 2301 BGB -- (1) 2301 BGB's rationale -- (2) Analyzing the mechanics of 2301 BGB -- (3) The elements of 2301 BGB -- (4) Reference under 2301 sec. 1 sent. 1 BGB to the provisions on testamentary dispositions -- cc) 2316 BGB -- (1) Calculating the compulsory share pursuant to 2316 BGB -- (2) The rationale of 2316 BGB -- (3) 2316 BGB as a tool for protecting the Pflichtteilsberechtigte against lifetime dispositions -- (4) The requirements of 2316 BGB -- 2. Substantive law in Louisiana -- a) Forced heirship law in Louisiana -- aa) Calculating the forced portion -- (1) Determining the forced portion by implication -- (2) The amount of the disposable and forced portions -- (3) Calculating the disposable and forced portions based on the mass estate -- bb) The legal nature of the forced portion and the forced heir's position -- b) Protecting the forced heirs' rights against lifetime dispositions by the decedent -- aa) The action for reduction</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">(1) Finding an impingement upon the forced heir's legitime -- (a) The process of imputation -- (b) The order of imputation -- (c) The part of decedent's estate towards which donations are imputed -- (2) The process of reduction -- (3) The "reduction" brought about by the action for reduction from a doctrinal perspective -- bb) The general principle of the impermissibility of burdens on the legitime -- cc) Collation -- (1) The rationale underlying collation under current Louisiana law -- (2) The reason for dealing with collation in the present work -- (3) Gifts subject to collation -- (4) By whom collation is due -- (5) How collation is made -- III. Characterization Under the German and Louisiana Conflicts Systems -- 1. Characterizing German substantive law rules under German conflicts law -- a) The claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) and the action for reduction against the donee or his successor by gratuitous title -- aa) Characterizing Germany's provisions on the compulsory share and Louisiana's forced heirship law -- bb) Characterizing the claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) pursuant to 2325 BGB -- cc) Characterizing the claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) pursuant to 2329 BGB and the action for reduction against the donee or his successor by gratuitous title -- (1) The view that clawback claims fall outside the ESR -- (2) Two additional arguments for excluding clawback claims from the ESR -- (a) Comparison with Art. 16 EIR -- (b) Legal uncertainty and justified expectations of the donor -- (3) Discussion -- (a) Explaining the term "clawback claims" -- (b) Art. 7 sec. 2 lit. c of the 1989 Hague Succession Convention -- (c) Wording of the ESR -- (d) Art. 16 EIR.</subfield></datafield><datafield tag="505" ind1="8" ind2=" "><subfield code="a">(e) Legal uncertainty and justified expectations of the donor</subfield></datafield><datafield tag="650" ind1="0" ind2="7"><subfield code="a">Rechtsvergleich</subfield><subfield code="0">(DE-588)4115712-6</subfield><subfield code="2">gnd</subfield><subfield code="9">rswk-swf</subfield></datafield><datafield tag="650" ind1="0" ind2="7"><subfield code="a">Pflichtteilsergänzungsanspruch</subfield><subfield code="0">(DE-588)4303082-8</subfield><subfield code="2">gnd</subfield><subfield code="9">rswk-swf</subfield></datafield><datafield tag="651" ind1=" " ind2="7"><subfield code="a">Louisiana</subfield><subfield code="0">(DE-588)4036394-6</subfield><subfield code="2">gnd</subfield><subfield code="9">rswk-swf</subfield></datafield><datafield tag="651" ind1=" " ind2="7"><subfield code="a">Deutschland</subfield><subfield code="0">(DE-588)4011882-4</subfield><subfield code="2">gnd</subfield><subfield code="9">rswk-swf</subfield></datafield><datafield tag="655" ind1=" " ind2="7"><subfield code="0">(DE-588)4113937-9</subfield><subfield code="a">Hochschulschrift</subfield><subfield code="2">gnd-content</subfield></datafield><datafield tag="689" ind1="0" ind2="0"><subfield code="a">Deutschland</subfield><subfield code="0">(DE-588)4011882-4</subfield><subfield code="D">g</subfield></datafield><datafield tag="689" ind1="0" ind2="1"><subfield code="a">Louisiana</subfield><subfield code="0">(DE-588)4036394-6</subfield><subfield code="D">g</subfield></datafield><datafield tag="689" ind1="0" ind2="2"><subfield code="a">Pflichtteilsergänzungsanspruch</subfield><subfield code="0">(DE-588)4303082-8</subfield><subfield code="D">s</subfield></datafield><datafield tag="689" ind1="0" ind2="3"><subfield code="a">Rechtsvergleich</subfield><subfield code="0">(DE-588)4115712-6</subfield><subfield code="D">s</subfield></datafield><datafield tag="689" ind1="0" ind2=" "><subfield code="5">DE-604</subfield></datafield><datafield tag="776" ind1="0" ind2="8"><subfield code="i">Erscheint auch als</subfield><subfield code="n">Druck-Ausgabe</subfield><subfield code="a">Fritz, Raphael de Barros</subfield><subfield code="t">The Characterization of Provisions Protecting Forced Heirs Against Lifetime Dispositions</subfield><subfield code="d">Tübingen : Mohr Siebeck,c2023</subfield><subfield code="z">9783161623646</subfield></datafield><datafield tag="912" ind1=" " ind2=" "><subfield code="a">ZDB-30-PQE</subfield></datafield><datafield tag="999" ind1=" " ind2=" "><subfield code="a">oai:aleph.bib-bvb.de:BVB01-034555078</subfield></datafield><datafield tag="966" ind1="e" ind2=" "><subfield code="u">https://ebookcentral.proquest.com/lib/hwr/detail.action?docID=7269677</subfield><subfield code="l">HWR01</subfield><subfield code="p">ZDB-30-PQE</subfield><subfield code="q">HWR_PDA_PQE</subfield><subfield code="x">Aggregator</subfield><subfield code="3">Volltext</subfield></datafield></record></collection> |
| genre | (DE-588)4113937-9 Hochschulschrift gnd-content |
| genre_facet | Hochschulschrift |
| geographic | Louisiana (DE-588)4036394-6 gnd Deutschland (DE-588)4011882-4 gnd |
| geographic_facet | Louisiana Deutschland |
| id | DE-604.BV049293727 |
| illustrated | Not Illustrated |
| index_date | 2024-07-03T22:37:48Z |
| indexdate | 2024-07-10T10:00:45Z |
| institution | BVB |
| isbn | 9783161625275 |
| language | English |
| oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-034555078 |
| oclc_num | 1390559333 |
| open_access_boolean | |
| owner | DE-2070s |
| owner_facet | DE-2070s |
| physical | 1 Online-Ressource (452 Seiten) |
| psigel | ZDB-30-PQE ZDB-30-PQE HWR_PDA_PQE |
| publishDate | 2023 |
| publishDateSearch | 2023 |
| publishDateSort | 2023 |
| publisher | Mohr Siebeck |
| record_format | marc |
| series2 | Studien zum ausländischen und internationalen Privatrecht |
| spelling | Fritz, Raphael de Barros Verfasser aut The Characterization of Provisions Protecting Forced Heirs Against Lifetime Dispositions A Comparative Law Study of the Laws of Louisiana and Germany 1st ed Tübingen Mohr Siebeck 2023 ©2023 1 Online-Ressource (452 Seiten) txt rdacontent c rdamedia cr rdacarrier Studien zum ausländischen und internationalen Privatrecht Description based on publisher supplied metadata and other sources Cover -- Title -- Preface -- Summary of Contents -- Contents -- List of Abbreviations -- A. Introduction -- I. The Characterization of the Provisions Protecting Forced Heirs Against Lifetime Dispositions by the Decedent -- II. The Perspectives of German and Louisiana Law -- III. The Structure of the Present Work -- B. The Characterization Process in Louisiana and Germany -- I. The Term "Characterization" and Its Subject Matter -- 1. The term "characterization" in the United States and its subject matter -- a) The term "characterization" -- b) The subject matter of the characterization process -- 2. The term "characterization" in Europe and its subject matter -- a) The term "characterization" -- aa) Characterization as an all-encompassing process (Gesamtprozess) -- bb) The interpretation of the connecting factor -- b) The subject matter of the characterization process -- 3. Analysis of current theories -- a) The term "characterization" as a description of the process of applying conflicts rules -- b) The term "characterization" based on how the process of applying conflicts rules is understood in the United States and Europe -- c) The subject matter of the characterization process -- aa) The subject matter of the characterization process as the subject matter of the subsumption under the object of a conflicts rule (Anknüpfungsgegenstand) -- bb) The subject matter of the characterization process -- (1) Rules of substantive law as the subject matter of the characterization process in the part of a conflicts rule pertaining to its legal consequence (Rechtsfolge) -- (2) The subject matter of the characterization process in the part of a conflicts rule describing its elements (Tatbestand) -- d) A new theory to explain the functioning of conflicts rules -- aa) The emergence of the prevailing theory -- bb) The theory developed by Reuter e) The characterization process and its subject matter -- II. The Law Governing Characterization -- 1. The law governing characterization according to the American view -- 2. The law governing characterization according to the European view -- 3. Discussion of current theories -- a) The lex normae principle as proper for determining the law governing characterization -- b) Applying the lex normae principle -- c) The reference in Louisiana's choice-of-law rules to the law of the situs: An exception to the lex normae principle? -- III. Methodology -- 1. Introduction -- 2. The question of the proper methodology of the characterization process as the question of the proper methodology of the process of interpreting rules of law -- 3. The methodology to be applied under German law -- a) Wording -- b) Legislative history -- c) Purpose -- aa) The rationale of conflicts rules -- (1) Choice-of-law interests (internationalprivatrechtliche Interessen) as the rationale of conflicts rules -- (2) Ascertaining the rationale of a choice-of-law rule -- (3) The importance of rules of substantive law in balancing choice-of-law interests (internationalprivatrechtliche Interessen) -- bb) Adaptation (Anpassung) problems and the characterization process -- (1) Situations in which adaptation (Anpassung) problems arise -- (2) The mechanism of adaptation (Anpassung) -- (3) The influence of adaptation (Anpassung) problems on the characterization process -- (a) The need to consider adaptation (Anpassung) problems in the characterization process -- (b) The impact of adaptation (Anpassung) problems on the characterization process -- (4) Conclusion -- cc) Comparative law -- (1) Comparing substantive law rules and the nature of the conflicts law as a "law about legal systems" (2) The comparison of conflicts rules and the principle of uniformity of result (äußerer Entscheidungseinklang) -- d) Systematic context -- 4. The methodology to be applied under European law -- a) Wording -- b) Legislative history -- c) Purpose -- aa) The rationale of conflicts rules -- bb) The effet utile principle -- cc) Comparative law -- d) Systematic context -- 5. The methodology to be applied under Louisiana law -- a) The methods of interpretation under Louisiana law -- b) The methodology of the characterization process under Louisiana law -- aa) Wording -- bb) Legislative history -- cc) Purpose -- (1) The rationale of conflicts rules -- (2) The importance of substantive law rules in the process of characterization -- (3) The influence of adaptation (Anpassung) problems on the characterization process -- (a) Adaptation (Anpassung) problems in the United States -- (b) The influence of adaptation (Anpassung) problems on the characterization process under Louisiana law -- (4) Comparative law -- dd) Systematic context -- IV. Conclusion -- C. Characterizing the Provisions of Louisiana and German Law that Protect Forced Heirs and Pflichtteilsberechtigte Against Lifetime Dispositions -- I. The Choice-of-Law Rules in Germany and Louisiana -- 1. Choice-of-law rules in Germany -- a) Introduction -- b) The European Succession Regulation (ESR) -- c) The Rome I Regulation -- 2. Louisiana's choice-of-law rules -- a) Introduction -- b) The title on successions -- c) The title on conventional obligations -- II. The Substantive Law in Germany and Louisiana -- 1. Substantive law in Germany -- a) The compulsory share (Pflichtteil) in Germany -- b) Protecting the Pflichtteilsberechtigte against lifetime dispositions by the decedent -- aa) The claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) -- (1) Introduction (2) Comparing the claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) with the claim for the compulsory share (Pflichtteilsanspruch) -- (3) The claim against the heir for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) pursuant to 2325 BGB -- (4) The claim against the donee for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) pursuant to 2329 BGB -- (a) Relationship to the claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) pursuant to 2325 BGB -- (b) The requirement that the heir not be obliged to augment the compulsory share -- (c) The legal consequence of 2329 BGB -- (d) Cases involving several gifts: 2329 sec. 3 BGB -- (5) The claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) against the donee's successor by gratuitous title -- bb) 2301 BGB -- (1) 2301 BGB's rationale -- (2) Analyzing the mechanics of 2301 BGB -- (3) The elements of 2301 BGB -- (4) Reference under 2301 sec. 1 sent. 1 BGB to the provisions on testamentary dispositions -- cc) 2316 BGB -- (1) Calculating the compulsory share pursuant to 2316 BGB -- (2) The rationale of 2316 BGB -- (3) 2316 BGB as a tool for protecting the Pflichtteilsberechtigte against lifetime dispositions -- (4) The requirements of 2316 BGB -- 2. Substantive law in Louisiana -- a) Forced heirship law in Louisiana -- aa) Calculating the forced portion -- (1) Determining the forced portion by implication -- (2) The amount of the disposable and forced portions -- (3) Calculating the disposable and forced portions based on the mass estate -- bb) The legal nature of the forced portion and the forced heir's position -- b) Protecting the forced heirs' rights against lifetime dispositions by the decedent -- aa) The action for reduction (1) Finding an impingement upon the forced heir's legitime -- (a) The process of imputation -- (b) The order of imputation -- (c) The part of decedent's estate towards which donations are imputed -- (2) The process of reduction -- (3) The "reduction" brought about by the action for reduction from a doctrinal perspective -- bb) The general principle of the impermissibility of burdens on the legitime -- cc) Collation -- (1) The rationale underlying collation under current Louisiana law -- (2) The reason for dealing with collation in the present work -- (3) Gifts subject to collation -- (4) By whom collation is due -- (5) How collation is made -- III. Characterization Under the German and Louisiana Conflicts Systems -- 1. Characterizing German substantive law rules under German conflicts law -- a) The claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) and the action for reduction against the donee or his successor by gratuitous title -- aa) Characterizing Germany's provisions on the compulsory share and Louisiana's forced heirship law -- bb) Characterizing the claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) pursuant to 2325 BGB -- cc) Characterizing the claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) pursuant to 2329 BGB and the action for reduction against the donee or his successor by gratuitous title -- (1) The view that clawback claims fall outside the ESR -- (2) Two additional arguments for excluding clawback claims from the ESR -- (a) Comparison with Art. 16 EIR -- (b) Legal uncertainty and justified expectations of the donor -- (3) Discussion -- (a) Explaining the term "clawback claims" -- (b) Art. 7 sec. 2 lit. c of the 1989 Hague Succession Convention -- (c) Wording of the ESR -- (d) Art. 16 EIR. (e) Legal uncertainty and justified expectations of the donor Rechtsvergleich (DE-588)4115712-6 gnd rswk-swf Pflichtteilsergänzungsanspruch (DE-588)4303082-8 gnd rswk-swf Louisiana (DE-588)4036394-6 gnd rswk-swf Deutschland (DE-588)4011882-4 gnd rswk-swf (DE-588)4113937-9 Hochschulschrift gnd-content Deutschland (DE-588)4011882-4 g Louisiana (DE-588)4036394-6 g Pflichtteilsergänzungsanspruch (DE-588)4303082-8 s Rechtsvergleich (DE-588)4115712-6 s DE-604 Erscheint auch als Druck-Ausgabe Fritz, Raphael de Barros The Characterization of Provisions Protecting Forced Heirs Against Lifetime Dispositions Tübingen : Mohr Siebeck,c2023 9783161623646 |
| spellingShingle | Fritz, Raphael de Barros The Characterization of Provisions Protecting Forced Heirs Against Lifetime Dispositions A Comparative Law Study of the Laws of Louisiana and Germany Cover -- Title -- Preface -- Summary of Contents -- Contents -- List of Abbreviations -- A. Introduction -- I. The Characterization of the Provisions Protecting Forced Heirs Against Lifetime Dispositions by the Decedent -- II. The Perspectives of German and Louisiana Law -- III. The Structure of the Present Work -- B. The Characterization Process in Louisiana and Germany -- I. The Term "Characterization" and Its Subject Matter -- 1. The term "characterization" in the United States and its subject matter -- a) The term "characterization" -- b) The subject matter of the characterization process -- 2. The term "characterization" in Europe and its subject matter -- a) The term "characterization" -- aa) Characterization as an all-encompassing process (Gesamtprozess) -- bb) The interpretation of the connecting factor -- b) The subject matter of the characterization process -- 3. Analysis of current theories -- a) The term "characterization" as a description of the process of applying conflicts rules -- b) The term "characterization" based on how the process of applying conflicts rules is understood in the United States and Europe -- c) The subject matter of the characterization process -- aa) The subject matter of the characterization process as the subject matter of the subsumption under the object of a conflicts rule (Anknüpfungsgegenstand) -- bb) The subject matter of the characterization process -- (1) Rules of substantive law as the subject matter of the characterization process in the part of a conflicts rule pertaining to its legal consequence (Rechtsfolge) -- (2) The subject matter of the characterization process in the part of a conflicts rule describing its elements (Tatbestand) -- d) A new theory to explain the functioning of conflicts rules -- aa) The emergence of the prevailing theory -- bb) The theory developed by Reuter e) The characterization process and its subject matter -- II. The Law Governing Characterization -- 1. The law governing characterization according to the American view -- 2. The law governing characterization according to the European view -- 3. Discussion of current theories -- a) The lex normae principle as proper for determining the law governing characterization -- b) Applying the lex normae principle -- c) The reference in Louisiana's choice-of-law rules to the law of the situs: An exception to the lex normae principle? -- III. Methodology -- 1. Introduction -- 2. The question of the proper methodology of the characterization process as the question of the proper methodology of the process of interpreting rules of law -- 3. The methodology to be applied under German law -- a) Wording -- b) Legislative history -- c) Purpose -- aa) The rationale of conflicts rules -- (1) Choice-of-law interests (internationalprivatrechtliche Interessen) as the rationale of conflicts rules -- (2) Ascertaining the rationale of a choice-of-law rule -- (3) The importance of rules of substantive law in balancing choice-of-law interests (internationalprivatrechtliche Interessen) -- bb) Adaptation (Anpassung) problems and the characterization process -- (1) Situations in which adaptation (Anpassung) problems arise -- (2) The mechanism of adaptation (Anpassung) -- (3) The influence of adaptation (Anpassung) problems on the characterization process -- (a) The need to consider adaptation (Anpassung) problems in the characterization process -- (b) The impact of adaptation (Anpassung) problems on the characterization process -- (4) Conclusion -- cc) Comparative law -- (1) Comparing substantive law rules and the nature of the conflicts law as a "law about legal systems" (2) The comparison of conflicts rules and the principle of uniformity of result (äußerer Entscheidungseinklang) -- d) Systematic context -- 4. The methodology to be applied under European law -- a) Wording -- b) Legislative history -- c) Purpose -- aa) The rationale of conflicts rules -- bb) The effet utile principle -- cc) Comparative law -- d) Systematic context -- 5. The methodology to be applied under Louisiana law -- a) The methods of interpretation under Louisiana law -- b) The methodology of the characterization process under Louisiana law -- aa) Wording -- bb) Legislative history -- cc) Purpose -- (1) The rationale of conflicts rules -- (2) The importance of substantive law rules in the process of characterization -- (3) The influence of adaptation (Anpassung) problems on the characterization process -- (a) Adaptation (Anpassung) problems in the United States -- (b) The influence of adaptation (Anpassung) problems on the characterization process under Louisiana law -- (4) Comparative law -- dd) Systematic context -- IV. Conclusion -- C. Characterizing the Provisions of Louisiana and German Law that Protect Forced Heirs and Pflichtteilsberechtigte Against Lifetime Dispositions -- I. The Choice-of-Law Rules in Germany and Louisiana -- 1. Choice-of-law rules in Germany -- a) Introduction -- b) The European Succession Regulation (ESR) -- c) The Rome I Regulation -- 2. Louisiana's choice-of-law rules -- a) Introduction -- b) The title on successions -- c) The title on conventional obligations -- II. The Substantive Law in Germany and Louisiana -- 1. Substantive law in Germany -- a) The compulsory share (Pflichtteil) in Germany -- b) Protecting the Pflichtteilsberechtigte against lifetime dispositions by the decedent -- aa) The claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) -- (1) Introduction (2) Comparing the claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) with the claim for the compulsory share (Pflichtteilsanspruch) -- (3) The claim against the heir for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) pursuant to 2325 BGB -- (4) The claim against the donee for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) pursuant to 2329 BGB -- (a) Relationship to the claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) pursuant to 2325 BGB -- (b) The requirement that the heir not be obliged to augment the compulsory share -- (c) The legal consequence of 2329 BGB -- (d) Cases involving several gifts: 2329 sec. 3 BGB -- (5) The claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) against the donee's successor by gratuitous title -- bb) 2301 BGB -- (1) 2301 BGB's rationale -- (2) Analyzing the mechanics of 2301 BGB -- (3) The elements of 2301 BGB -- (4) Reference under 2301 sec. 1 sent. 1 BGB to the provisions on testamentary dispositions -- cc) 2316 BGB -- (1) Calculating the compulsory share pursuant to 2316 BGB -- (2) The rationale of 2316 BGB -- (3) 2316 BGB as a tool for protecting the Pflichtteilsberechtigte against lifetime dispositions -- (4) The requirements of 2316 BGB -- 2. Substantive law in Louisiana -- a) Forced heirship law in Louisiana -- aa) Calculating the forced portion -- (1) Determining the forced portion by implication -- (2) The amount of the disposable and forced portions -- (3) Calculating the disposable and forced portions based on the mass estate -- bb) The legal nature of the forced portion and the forced heir's position -- b) Protecting the forced heirs' rights against lifetime dispositions by the decedent -- aa) The action for reduction (1) Finding an impingement upon the forced heir's legitime -- (a) The process of imputation -- (b) The order of imputation -- (c) The part of decedent's estate towards which donations are imputed -- (2) The process of reduction -- (3) The "reduction" brought about by the action for reduction from a doctrinal perspective -- bb) The general principle of the impermissibility of burdens on the legitime -- cc) Collation -- (1) The rationale underlying collation under current Louisiana law -- (2) The reason for dealing with collation in the present work -- (3) Gifts subject to collation -- (4) By whom collation is due -- (5) How collation is made -- III. Characterization Under the German and Louisiana Conflicts Systems -- 1. Characterizing German substantive law rules under German conflicts law -- a) The claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) and the action for reduction against the donee or his successor by gratuitous title -- aa) Characterizing Germany's provisions on the compulsory share and Louisiana's forced heirship law -- bb) Characterizing the claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) pursuant to 2325 BGB -- cc) Characterizing the claim for an augmentation of the compulsory share (Pflichtteilsergänzungsanspruch) pursuant to 2329 BGB and the action for reduction against the donee or his successor by gratuitous title -- (1) The view that clawback claims fall outside the ESR -- (2) Two additional arguments for excluding clawback claims from the ESR -- (a) Comparison with Art. 16 EIR -- (b) Legal uncertainty and justified expectations of the donor -- (3) Discussion -- (a) Explaining the term "clawback claims" -- (b) Art. 7 sec. 2 lit. c of the 1989 Hague Succession Convention -- (c) Wording of the ESR -- (d) Art. 16 EIR. (e) Legal uncertainty and justified expectations of the donor Rechtsvergleich (DE-588)4115712-6 gnd Pflichtteilsergänzungsanspruch (DE-588)4303082-8 gnd |
| subject_GND | (DE-588)4115712-6 (DE-588)4303082-8 (DE-588)4036394-6 (DE-588)4011882-4 (DE-588)4113937-9 |
| title | The Characterization of Provisions Protecting Forced Heirs Against Lifetime Dispositions A Comparative Law Study of the Laws of Louisiana and Germany |
| title_auth | The Characterization of Provisions Protecting Forced Heirs Against Lifetime Dispositions A Comparative Law Study of the Laws of Louisiana and Germany |
| title_exact_search | The Characterization of Provisions Protecting Forced Heirs Against Lifetime Dispositions A Comparative Law Study of the Laws of Louisiana and Germany |
| title_exact_search_txtP | The Characterization of Provisions Protecting Forced Heirs Against Lifetime Dispositions A Comparative Law Study of the Laws of Louisiana and Germany |
| title_full | The Characterization of Provisions Protecting Forced Heirs Against Lifetime Dispositions A Comparative Law Study of the Laws of Louisiana and Germany |
| title_fullStr | The Characterization of Provisions Protecting Forced Heirs Against Lifetime Dispositions A Comparative Law Study of the Laws of Louisiana and Germany |
| title_full_unstemmed | The Characterization of Provisions Protecting Forced Heirs Against Lifetime Dispositions A Comparative Law Study of the Laws of Louisiana and Germany |
| title_short | The Characterization of Provisions Protecting Forced Heirs Against Lifetime Dispositions |
| title_sort | the characterization of provisions protecting forced heirs against lifetime dispositions a comparative law study of the laws of louisiana and germany |
| title_sub | A Comparative Law Study of the Laws of Louisiana and Germany |
| topic | Rechtsvergleich (DE-588)4115712-6 gnd Pflichtteilsergänzungsanspruch (DE-588)4303082-8 gnd |
| topic_facet | Rechtsvergleich Pflichtteilsergänzungsanspruch Louisiana Deutschland Hochschulschrift |
| work_keys_str_mv | AT fritzraphaeldebarros thecharacterizationofprovisionsprotectingforcedheirsagainstlifetimedispositionsacomparativelawstudyofthelawsoflouisianaandgermany |