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Arvsrätten när efterlevande make saknar arvsberättigade arvingar : Tolkning och tillämpning av regeln i 3 kap. 8 § ÄB / The inheritance law when the surviving spouse has no heir of it's own : Interpretation and application of the rule in chapter 3 section 8 of the Inheritance CodeHolmqvist, Frida January 2021 (has links)
No description available.
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Det förstärkta laglottsskyddet : En utredning av gällande rätt avseende 7:4 ÄBBäck, Daniel, Östman, Robert January 2014 (has links)
Uppsatsen behandlar det förstärkta laglottsskyddet i 7:4 ÄB som är en viktig del av den svenska successionsrätten samtidigt som den är svår att tillämpa i praktiken. Det är därför av vikt att bringa klarhet i detta komplexa rättsområde. Syftet med uppsatsen är därav att utreda gällande rätt kring denna rättsregel och påvisa samt analysera de praktiska tillämpningssvårigheter rättsregeln ger upphov till för domstolen med avsikt att undersöka om den är i behov av en reform av något slag. För att uppnå detta syfte används en rättsdogmatisk metod, där rättspraxis har en framträdande betydelse i uppsatsen. När någon avlider ska dennes kvarlåtenskap fördelas genom den legala arvsordningen om inget testamente har upprättats. En arvlåtare kan fritt testamentera bort den ena halvan av arvslotten medan den andra halvan utgörs av bröstarvingarnas laglott. En bröstarvinge är alltid berättigad att utfå sin laglott, vilket föranleder att en bröstarvinge kan påkalla jämkning av ett testamente som inskränker hens laglott. Det förstärkta laglottsskyddet ger bröstarvingar ett ytterligare laglottsskydd. Rättsregeln aktualiseras när en arvlåtare har bortgivit egendom under sådana omständigheter eller på sådana villkor att gåvan är att likställa med testamente och särskilda skäl ej föreligger. Om gåvan inskränker en bröstarvinges laglott ska gåvan återbäras till dödsboet. Kan gåvan inte återbäras ska ersättning motsvarande gåvans värde utgå. I rättsregelns ordalydelse återfinns tre stycken vaga rekvisit, vars innebörd har utkristalliserats i rättspraxis. Domstolen har därav tolkat vad som innefattas i begreppet gåva, vad som ska likställas med testamente samt när särskilda skäl ska anses föreligga. Vid en tillämpning av rättsregeln måste domstolen således beakta dessa vaga rekvisit, som till sist utmynnar i en subjektiv bedömning. Med det i beaktande och i samband med att vissa situationer faller utanför rättsregelns tillämpningsområde, vore det önskvärt med en reform avseende det förstärkta laglottsskyddet. / The thesis discuss the reinforced statutory share of inheritance in the 7th chapter 4 § ÄB, which is an important part of the Swedish inheritance law but likewise difficult to implement practically. It is therefore important to clarify this complex branch of law. The purpose of the thesis is to examine applicable law concerning the legal rule and to detect and analyze the practical implementation difficulties that occur for the court in order to examine if the legal rule is in need of a reformation. To achieve this purpose, a legal dogmatic method is utilized; where case-law have a prominent part of the thesis. When someone passes away, his estate shall be allocated through the legal rule of inheritance if a will has not been created. A devisor freely can bequeath one half of the share of inheritance, while the other half constitutes the direct heirs statutory share of inheritance. A direct heir is always entitled to obtain his statutory share of inheritance, which means that a direct heir can claim a will that circumscribes his statutory share of inheritance. The reinforced statutory share of inheritance gives additional protection of the statutory share of inheritance for direct heirs. The legal rule is actualized if a devisor gives property away during circumstances or upon such terms that the bequest is equivalent with a will and special reasons does not apply. If the bequest circumscribes a direct heirs’ statutory share of inheritance, the bequest shall be refunded to the estate. If the bequest cannot be refunded, remuneration corresponding to the bequest shall be reimbursed. The legal rules’ wording consists of three vague necessary conditions, whose meaning has been crystalized by case-law. The court has therefore interpreted what the term bequest is contained of, what is equivalent with a will and when special reasons shall apply. The court must therefore pay attention to these vague necessary conditions when the legal rule is applied practically, which finally results in a subjective judging. With that in mind and that some situations is not regulated within the legal rule, it would be desirable with a reformation regarding the reinforced statutory share of inheritance.
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Arvsrätt efter den efterlevande maken utan egna arvingar : En analys av konsekvenserna av HD:s tolkning av 3 kap. 8 § ÄBLarsson, Ebba January 2023 (has links)
There are many practical implications connected to the distribution of the inheritance of a deceased married person, the rules on inheritance distribution are regulated in the Swedish Inheritance Code. The Inheritance Code was reformed in 1987 with the aim of strengthening the spouses’ inheritance status. Among other amendments, a new law was introduced in chapter 3 paragraph 8 of the Inheritance Code. Pursuant to the new law, in situations where heirs are left only after one of the spouses, they shall inherit everything upon the death of the surviving spouse. The purpose of the legislation was to restrict the Swedish General Inheritance Fund’s right to inherit. The interpretation of the paragraph has raised extensive discussions in the legal doctrine, mainly relating to the following three aspects: firstly, whether the paragraph requires a concrete right to secondary inheritance, secondly, which rel- atives have the right to inherit, and lastly, the legal nature of the paragraph. The meaning of the paragraph has been clarified in the jurisprudence of the Supreme Court of Sweden to eliminate any uncertainties. This thesis aims to examine how chapter 3 paragraph 8 of the Inheritance Code shall be, de lege lata, and ought to be, de lege ferenda, interpreted. In conclusion, pursuant to the case law of the Supreme Court of Sweden, the paragraph only grants the first and second order of heirs the right to inherit. With regard to the legal nature of the paragraph, the court has stated that the paragraph merely determines allocation of inheritance shares. Furthermore, the court held that the paragraph requires a concrete right to secondary inheritance, albeit heavily criticized. Through the analysis of the Swedish Supreme Court ruling conducted herein, it can be concluded that the requirement puts children of the de- ceased person in a previous marriage in a disadvantaged position, whereby they are treated differently from other heirs. Additionally, it contradicts basic Swedish principles of law, such as “parantelprincipen”. Although the supreme court’s practice provides guidance on how the paragraph should be interpreted, the case law concerning chapter 3 paragraph 8 of the Inheritance Code has regardless resulted in several consequences that affect fundamental principles of the Swedish inheritance law. I argue, de lege ferenda, that the requirement of concrete right to secondary inheritance ought to be removed completely as it may put children of the deceased person in a previous marriage in a disadvantage. Upon removing the requirement, the negative consequences would be eliminated. Therefore, this thesis 3 seeks to urge the legislature to review the paragraph to ascertain whether this requirement is necessary.
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Ärvdabalken 7 kap. 4 § : En analys av en ständigt relevant – om än aningen förbisedd – bestämmelse inom svensk arvsrätt / The Inheritance Code Chapter 7 Section 4 : An Analysis of an Ever Relevant – Albeit Slightly Overlooked – Provision in Swedish Inheritance LawMuhieddine, Sara January 2023 (has links)
No description available.
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I dödsrättshandlingarnas landskap : Om konflikten mellan arvlåtare och bröstarvinge beträffande arvets fördelning / I dödsrättshandlingarnas landskap : Om konflikten mellan arvlåtare och bröstarvinge beträffande arvets fördelningFjellström, Ludvig January 2023 (has links)
With regards to Swedish succession rights, and the distribution of the inheritance as such, there is an underlying conflict of a fundamental nature betweenthe deceased´s former interest in how the estate should be distributed on theone hand, and the interest of the primary heirs in the preservation of theinheritance on the other. The deceased´s interest can be derived from the rightto private ownership, while the interest of the primary heirs rests upon thestatutory minimum portion of the inheritance (laglott) which they are entitled to by law. The statutory minimum portion of the inheritance is half of the sharethat is due by law (arvslott) to the primary heirs if there is no will, i.e. if theintestate succession (legala arvsordningen) is followed. Furthermore, this conflictof interest can provoke an individual to plan their estate with the intention ofminimizing the inheritance of one or more of their primary heirs. This pertainsespecially to children who are not the offspring of the surviving spouse,considering that they are entitled to receive their statutory minimum portion ofthe inheritance immediately upon the deceased’s – their parent's – death. Thedispositions at hand for someone who wants to plan their estate (dödsrättshandlingar) according to Swedish law are of two particular types. Wills (testamenten)and beneficiary designations (förmånstagarförordnanden). Gifts made in contemplation of the donor’s impending death (gåvor för dödsfalls skull), ties into thiscategory as well. Namely, gifts of this nature are in this respect equated to wills.Another rationale for sorting these three different dispositions together can befound in their common purpose, i.e. to benefit someone else with all or someof the estate. In the most abstract terms, these three categories could be called,gratuitous legal dispositions made ad mortis causa, (benefika dispositioner fördödsfalls skull). In light of this the thesis explores and examines whether a primaryheir´s legal protection – especially if the statutory minimum portion of theinheritance – has an equal efficiency in relation to this broad category –constituted of the three aforementioned subsets – accessible to someone whowants to plan their estate. The result of the thesis is primarily that such adifference in fact does exist and secondarily that this inconsistency to some extent is unjustifiable considering (1) the similar nature and purpose of these dispositions, and (2) the presence and function of the legal institute of forcedheirship in Swedish law.
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Återkallelse av testamente : Särskilt om bedömningen av om testator har avsett att återkalla sitt testamente / On the Revocation of Wills : Especially regarding the assessment of whether the testator has intended to revoke his willSteen, Johan January 2023 (has links)
In most European legal systems, drafting a will is subject to formal requirements. In the same way, most European legal systems prescribe formal requirements for the revocation of a will. However, Swedish law is unique in this respect as it does not prescribe formal requirements for the revocation of a will. For the revocation of a will, Swedish law only requires that the testator has unequivocally announced that the disposition no longer expresses his ultimate will. This is stated in the 5th Section of the 10th Chapter of the Swedish Inheritance Code. Under Swedish law, it is therefore only a question of proof whether the testator has revoked his will. However, it may be difficult to assess whether the testator has intended to revoke his will when the testator is alleged to have revoked his will informally. Therefore, the main purpose of this thesis is to examine how the assessment of whether the testator has intended to revoke his will is carried out under current Swedish law. To achieve the purpose of this thesis, a traditional legal dogmatic method is used. This means that the material used is limited to the traditional Swedish sources of law. These are legislation, preparatory works, case law and Swedish legal doctrine. Since Swedish law does not prescribe any formal requirements for revoking a will, a will can be revoked in an unlimited number of ways. It has therefore been necessary to limit the scope of this thesis to the most common ways of revoking a will. For this reason, this thesis only covers the revocation of a will by executing a new will, by physical destruction of a will, by strikeouts and inscriptions on the will, by oral statements made by the testator and by the revocation of a previously revoked will. Consequently, other ways of revoking a will are not closer analysed. The analysis shows that no general conclusions can be drawn on how to assess whether the testator intended to revoke his will. Instead, the assessment depends on the way in which the testator is alleged to have revoked his will. However, the analysis also shows that some more specific conclusions can be drawn. It can be concluded from Swedish case-law that a high standard of proof is required for a revocation allegedly made by an informal measure. However, this does not apply if the will has been destructed. In such cases, there is instead a presumption that the will has been destructed by the testator with the purpose of revoking the will. Consequently, the burden of proof is reversed when the will has been destructed. The analysis also shows that it often can be uncertain whether the testator has intended to revoke his will by an informal measure. This is because there may be no reliable evidence of the testator’s intention in such cases. Therefore, the con-clusion is that a testator who wishes to revoke his will should do so by executing a new will which expressly states that the will is revoked. By doing so, the testator significantly reduces the risk of future disputes concerning the validity of the will.
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