LEADER 07794oam 2200781 c 450 001 9910984507403321 005 20260102090118.0 010 $a9783657795086$b(electronic bk.) 010 $z9783506795083 024 7 $a10.30965/9783657795086 035 $a(MiAaPQ)EBC31882928 035 $a(Au-PeEL)EBL31882928 035 $a(CKB)37271765200041 035 $a(nllekb)BRILL9783657795086 035 $a(OCoLC)1490383561 035 $a(Brill | Scho?ningh)9783657795086 035 $a(Brill | Schöningh)9783657795086 035 $a(EXLCZ)9937271765200041 100 $a20260102d2025 uy 0 101 0 $aeng 135 $aurcnu|||||||| 181 $ctxt$2rdacontent 182 $cc$2rdamedia 183 $acr$2rdacarrier 200 10$aEstate Planning by Agreement in the Sources of Roman Law$fAleksander Grebieniow 205 $a1st ed. 210 $aPaderborn$cBrill | Schöningh$d2025 215 $a1 online resource (481 pages) 225 0 $aWarschauer Schriften zum römischen Recht und zur europäischen Rechtstradition$v02 311 08$aPrint version: Grebieniow, Aleksander Estate Planning by Agreement in the Sources of Roman Law Boston : BRILL,c2025 9783506795083 320 $aIncludes bibliographical references and index. 327 $aFront Cover -- Half Title -- Series Information -- Title Page -- Copyright Page -- Contents -- Preface -- Abbreviations -- Introduction -- 1 The Methodological Framework -- 1.1 Objective, Objects of Research and Thesis -- 1.1.1 The Notion of Estate Planning -- 1.1.2 Correspondent Concepts in Ancient Roman Law -- 1.1.2.1 Blurred Juxtaposition: Acts Inter Vivos as Acts Mortis Causa -- 1.1.2.2 Last will? Ultimae voluntates! -- 1.1.3 The Notion of Contractual Succession -- 1.1.4 Thesis -- 1.2 The State of the Field -- 1.2.1 Romanistic Scholarship on Contracts of Succession Mortis Causa -- 1.2.2 Roman Law and Social Realities -- 1.2.2.1 'Law in Books' vs 'Law in Action' -- 1.2.2.2 Roman law vs Provincial law -- 1.2.2.3 Diocletian and the Struggle over Roman Law -- 1.2.2.4 Estate Planning Between Roman and Provincial Law -- 1.2.2.5 Roman Law as the 'Law in Action' -- 1.3 Sources, Methods, and Research Plan -- 1.3.1 Sources -- 1.3.2 Method -- 1.3.3 Research Plan -- 2 The Institutions of Estate Planning -- 2.1 Successio anticipata: Juridical Acts Concluded and Executed During Life -- 2.1.1 Divisio ab intestato -- 2.1.1.1 Introductory Remarks -- 2.1.1.2 The divisio in Classical Law -- 2.1.1.2.1 Two Typical Cases: D. 10.2.20.3 (Ulp. 19 ed.) and D. 41.10.4.1 (Pomp. 32 Sab.) -- 2.1.1.2.2 The Intent to Distribute -- 2.1.1.2.3 The Transfer of Assets -- 2.1.1.2.4 The Modality of Control -- 2.1.1.2.5 Liability for a Father's Debts -- 2.1.1.3 Postclassical Developments -- 2.1.1.4 Justinian's Legislation -- 2.1.1.5 Conclusions -- 2.1.2 Donationes -- 2.1.2.1 Introductory Remarks: Donatio as Liberalitas and Donatio as an Agreement -- 2.1.2.2 Gifts as a Means of Estate Planning -- 2.1.2.3 Simple Gifts and 'Donations de Facto' -- 2.1.2.4 Contributions to Future Legitim Portions -- 2.1.2.5 Subsequent Confirmations (Testaments and Codicils). 327 $a2.1.2.6 Subsequent Confirmations by Perseverantia Voluntatis -- 2.1.2.7 Donations of Entire Estates -- 2.1.2.8 Gifts of a Third Party's Property -- 2.1.2.9 Conclusions -- 2.1.3 Dowries -- 2.1.4 Peculia -- 2.1.5 Specific Cases of Anticipated Succession -- 2.1.5.1 Entering a Monastery -- 2.1.5.2 Anomalous Succession Linked to Penal Sanctions -- 2.1.6 Conclusions Concerning Anticipated Succession -- 2.2 Juridical Acts Mortis Causa Enforced at Death -- 2.2.1 Mancipatio familiae -- 2.2.1.1 Archaic Testaments -- 2.2.1.2 Tertium Genus Testamenti -- 2.2.1.3 Conclusions -- 2.2.2 Stipulationes -- 2.2.2.1 Introductory Remarks -- 2.2.2.2 Death in Stipulatory Clauses -- 2.2.2.3 The Promise to Institute as an Heir -- 2.2.2.4 Conclusions -- 2.2.3 Pacta -- 2.2.3.1 Introductory Remarks -- 2.2.3.2 Pacta in Classical Law -- 2.2.3.3 Postclassical and Justinianic Developments -- 2.2.3.4 Conclusions -- 2.2.4 Pacta Dotalia Mortis Causa -- 2.2.4.1 Introductory Remarks -- 2.2.4.2 Transfer of Dowry in the Event of Death -- 2.2.4.3 Bonos Mores as the Limiting Factor in Dotal Pacts -- 2.2.4.4 Pacts Excluding the Inheritance Rights of a Daughter -- 2.2.4.5 Conclusions -- 2.2.5 Mandatum Post Mortem and Related Institutions -- 2.2.5.1 Introductory Remarks -- 2.2.5.2 The Commission to Bury and Erect a Monument (the Case of Actio Funeraria) -- 2.2.5.3 The 'Proper' Mandatum Post Mortem -- 2.2.5.4 Mandatum mortis causa and depositum mortis causa -- 2.2.5.5 Conclusions -- 2.2.6 Conclusions on Wealth Transfers Enforced at Death -- 2.3 Agreements Concerning Succession Mortis Causa Concluded Post Mortem -- 2.3.1 Venditio hereditatis -- 2.3.2 Postmortal Pacts and Transactiones -- 2.3.2.1 The Morphology of Postmortal Agreements -- 2.3.2.2 Postmortal Pacts -- 2.3.2.3 Transactiones -- 2.3.3 Conclusions Regarding Postmortal Arrangements -- 3 Conclusions -- 3.1 General Observations. 327 $a3.2 Specific Observations -- 3.2.1 Pattern 1: Estate Planning within the Family Circle -- 3.2.2 Pattern 2: The Role of Social Stratification -- 3.2.3 Pattern 3: Informal Relationships intra domum and Beyond -- 3.2.4 Pattern 4: the (Ir)relevance of Systematic Thinking in Law -- 3.3 Final Observations -- Bibliography -- Index of Sources -- Juridical Sources -- Non-juridical Sources -- Back Cover. 330 $aThe present book encompasses various legal phenomena pertaining to wealth transfer mortis causa in the world of Roman law. It demonstrates that succession in property rights could be realised by agreements of various kinds, which ? though not building a coherent legal concept and being much different from the modern understanding of contractual succession ? served as will-substitutes, i.e. functional equivalents to the Roman testament. The study goes back to the ancient sources in order to select and examine any testimonies of agreements aimed at regulating patrimonial relationships after death: agreements having immediate effect between the living, those enforceable only at the death of the deceased, and finally, settlements altering the order of succession mortis causa long after his passing away. It uncovers a series of societal patterns of behaviour staying behind legal institutions. The extent of the already ancient phenomenon of estate planning by agreement and the diversity of the dogmatic issues involved provides a notable starting point for discussions on the contemporary inheritance law dogmas. 410 0$aScho?ningh and Fink Early Modern and Modern History E-Books Online, Collection 2025. 410 0$aWarschauer Schriften zum ro?mischen Recht und zur europa?ischen Rechtstradition ;$v2. 606 $aErbschaftsrecht 606 $ainheritance law 606 $aVermögensübertragung 606 $atransfer of wealth 606 $arechtliche Probleme 606 $alegal problems 606 $amortis causa 606 $aEigentumsübertragung 606 $atransfer of property 606 $aTodesfall 606 $aevent of death 606 $a2 615 4$aErbschaftsrecht 615 4$ainheritance law 615 4$aVermögensübertragung 615 4$atransfer of wealth 615 4$arechtliche Probleme 615 4$alegal problems 615 4$amortis causa 615 4$aEigentumsübertragung 615 4$atransfer of property 615 4$aTodesfall 615 4$aevent of death 615 4$a2 676 $a930 700 $aGrebieniow$b Aleksander$4aut$01347144 801 0$bNL-LeKB 801 1$bNL-LeKB 912 $a9910984507403321 996 $aEstate Planning by Agreement in the Sources of Roman Law$94329451 997 $aUNINA