Estate Planning by Agreement in the Sources of Roman Law / Aleksander Grebieniow

• Autore: Grebieniow Aleksander
• Pubblicazione: Paderborn, : Brill | Schöningh, 2025
• Edizione: 1st ed.
• Descrizione fisica: 1 online resource (481 pages)
• Disciplina: 930
• Soggetto topico: Erbschaftsrecht; inheritance law; Vermögensübertragung; transfer of wealth; rechtliche Probleme; legal problems; mortis causa; Eigentumsübertragung; transfer of property; Todesfall; event of death; 2
• Nota di bibliografia: Includes bibliographical references and index.
• Nota di contenuto: Front 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). ; 2.1.2.6 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. ; 3.2 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.
• Sommario/riassunto: The 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.
• Titolo autorizzato: Estate Planning by Agreement in the Sources of Roman Law
• ISBN: 9783657795086; 9783506795083
• Formato: Materiale a stampa
• Livello bibliografico: Monografia
• Lingua di pubblicazione: Inglese
• Record Nr.: 9910984507403321
• Lo trovi qui: Univ. Federico II
• Serie: Schöningh and Fink Early Modern and Modern History E-Books Online, Collection 2025.; Warschauer Schriften zum römischen Recht und zur europäischen Rechtstradition ; ; 2.