Umfang:
1 Online-Ressource (452 Seiten)
Ausgabe:
1st ed
ISBN:
9783161625275
Serie:
Studien zum ausländischen und internationalen Privatrecht
Anmerkung:
Description based on publisher supplied metadata and other sources
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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
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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"
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(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
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(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
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(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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(e) Legal uncertainty and justified expectations of the donor
Weitere Ausg.:
Erscheint auch als Druck-Ausgabe Fritz, Raphael de Barros The Characterization of Provisions Protecting Forced Heirs Against Lifetime Dispositions Tübingen : Mohr Siebeck,c2023 ISBN 9783161623646
Sprache:
Englisch
Fachgebiete:
Rechtswissenschaft
Schlagwort(e):
Deutschland
;
Louisiana
;
Pflichtteilsergänzungsanspruch
;
Rechtsvergleich
;
Hochschulschrift
