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En äldre efterlevande sambo - En studie av sambors efterlevnadsskydd ur ett äldrerättsligt perspektiv

Bergström, Sara LU (2018) LAGF03 20182
Department of Law
Faculty of Law
Abstract (Swedish)
I denna uppsats utreds de arvsrättsliga skillnaderna mellan efterlevande make respektive sambo och problematiserar dessa utifrån ett äldrerättsligt perspektiv. Förutom att medellivslängden har ökat i Sverige så har dessutom antalet samboförhållanden sedan 1960-talet ökat. 1,5 miljoner svenskar i blandade åldrar antas idag leva som sambo. Oavsett om man valt att leva som gift eller sambo så blir reglerna om arv och testamente tillämpliga den dag man avlider. Enligt nuvarande arvsregler, vilka härstammar från 1950-talet, har sambor ingen legal arvsrätt. De som lagstiftaren anser förtjänar ett arvsrättsligt skydd är den avlidnes bröstarvingar och efterlevande make. Passar detta tankesätt in i en tid då allt fler par planerar att leva som... (More)
I denna uppsats utreds de arvsrättsliga skillnaderna mellan efterlevande make respektive sambo och problematiserar dessa utifrån ett äldrerättsligt perspektiv. Förutom att medellivslängden har ökat i Sverige så har dessutom antalet samboförhållanden sedan 1960-talet ökat. 1,5 miljoner svenskar i blandade åldrar antas idag leva som sambo. Oavsett om man valt att leva som gift eller sambo så blir reglerna om arv och testamente tillämpliga den dag man avlider. Enligt nuvarande arvsregler, vilka härstammar från 1950-talet, har sambor ingen legal arvsrätt. De som lagstiftaren anser förtjänar ett arvsrättsligt skydd är den avlidnes bröstarvingar och efterlevande make. Passar detta tankesätt in i en tid då allt fler par planerar att leva som sambor livet ut och därmed riskerar att inte ärva något alls?

Efter studier av såväl förarbeten som doktrin framkommer det att senaste gången frågan om sambors arvsrätt diskuterades var 1987 då samboförhållandet ansågs vara ett förstadium till äktenskapet. Eftersom samborna förväntades gifta sig inom en snar framtid antog lagstiftaren att sambor inte skulle ha samma behov av ett arv som exempelvis makar. Det starkaste skälet till att sambor inte beviljats någon arvsrätt var att lagstiftaren inte ville skapa ett andras klassens äktenskap. Sambor uppmanas istället att gifta sig eller upprätta testamente ifall de är intresserade av att ärva varandra. Studien visar dock att många sambor lever med gemensamma barn och/eller särkullbarn, vilket begränsar sambors möjlighet att upprätta testamente pga. bröstarvingarnas laglott. Slutsatsen är att dagens familjebildningsmönster och en allt äldre befolkning utmanar arvsrättens syfte och funktion vilket motiverar att en ny utredning av arvsrätten borde genomföras. (Less)
Abstract
The purpose of this thesis is to, from an elder law perspective, study the differences in inheritance law between the surviving spouse and the surviving cohabitant. Apart from the fact that the average life expectancy has increased in Sweden, the number of relationships of unmarried cohabitants has also increased since the 1960s. Approximately 1.5 million Swedish couples in miscellaneous ages are assumed to live as cohabitants today. Regardless of whether one has chosen to live as a married or cohabitant, the rules on inheritance and wills will be applicable on the day of that person’s death. According to current Inheritance Act, which dates to the 1950s, cohabiting unmarried couples have no legal inheritance rights. Those who the... (More)
The purpose of this thesis is to, from an elder law perspective, study the differences in inheritance law between the surviving spouse and the surviving cohabitant. Apart from the fact that the average life expectancy has increased in Sweden, the number of relationships of unmarried cohabitants has also increased since the 1960s. Approximately 1.5 million Swedish couples in miscellaneous ages are assumed to live as cohabitants today. Regardless of whether one has chosen to live as a married or cohabitant, the rules on inheritance and wills will be applicable on the day of that person’s death. According to current Inheritance Act, which dates to the 1950s, cohabiting unmarried couples have no legal inheritance rights. Those who the legislator considers have a greater interest of an inheritance protection are above all the children of the deceased as well as the surviving spouse. Does this way of thinking fit into a time when more and more couples are planning to continue to live as a cohabitant and thus risk not inheriting anything at all?

After studying both the legislative history and the doctrine, it emerged that the last time the issue of cohabitation inheritance law was discussed was in 1987 when the cohabitation relationship was considered a precursor to marriage. Since the cohabitants were expected to marry in the near future, the legislator assumed that cohabiting couples would not have the same need for the same inheritance rights as spouses. The strongest reason for not granting cohabitants any inheritance rights was that the legislator did not want to create second class's marriage. Instead, cohabitants are encouraged to marry or make a will if they are interested in inheriting each other. However, the study shows that many cohabitants live with shared children and / or children from a previous relationship. Children have a legal right to a statutory share of inheritance, which limits the ability of the cohabitation to establish wills. The conclusion of the thesis is that today's family formation pattern and an increasingly older population challenge the purpose and function of inheritance law, which therefore justifies that a new investigation of the inheritance law should be carried out. (Less)
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author
Bergström, Sara LU
supervisor
organization
course
LAGF03 20182
year
type
M2 - Bachelor Degree
subject
keywords
familjerätt, family law, arvsrätt, inheritance law, arv, äldrerätt, elder law, sambor, makar, bröstarvingar, laglott, testamente
language
Swedish
id
8965563
date added to LUP
2019-03-10 13:54:25
date last changed
2019-03-10 13:54:25
@misc{8965563,
  abstract     = {The purpose of this thesis is to, from an elder law perspective, study the differences in inheritance law between the surviving spouse and the surviving cohabitant. Apart from the fact that the average life expectancy has increased in Sweden, the number of relationships of unmarried cohabitants has also increased since the 1960s. Approximately 1.5 million Swedish couples in miscellaneous ages are assumed to live as cohabitants today. Regardless of whether one has chosen to live as a married or cohabitant, the rules on inheritance and wills will be applicable on the day of that person’s death. According to current Inheritance Act, which dates to the 1950s, cohabiting unmarried couples have no legal inheritance rights. Those who the legislator considers have a greater interest of an inheritance protection are above all the children of the deceased as well as the surviving spouse. Does this way of thinking fit into a time when more and more couples are planning to continue to live as a cohabitant and thus risk not inheriting anything at all?

After studying both the legislative history and the doctrine, it emerged that the last time the issue of cohabitation inheritance law was discussed was in 1987 when the cohabitation relationship was considered a precursor to marriage. Since the cohabitants were expected to marry in the near future, the legislator assumed that cohabiting couples would not have the same need for the same inheritance rights as spouses. The strongest reason for not granting cohabitants any inheritance rights was that the legislator did not want to create second class's marriage. Instead, cohabitants are encouraged to marry or make a will if they are interested in inheriting each other. However, the study shows that many cohabitants live with shared children and / or children from a previous relationship. Children have a legal right to a statutory share of inheritance, which limits the ability of the cohabitation to establish wills. The conclusion of the thesis is that today's family formation pattern and an increasingly older population challenge the purpose and function of inheritance law, which therefore justifies that a new investigation of the inheritance law should be carried out.},
  author       = {Bergström, Sara},
  keyword      = {familjerätt,family law,arvsrätt,inheritance law,arv,äldrerätt,elder law,sambor,makar,bröstarvingar,laglott,testamente},
  language     = {swe},
  note         = {Student Paper},
  title        = {En äldre efterlevande sambo - En studie av sambors efterlevnadsskydd ur ett äldrerättsligt perspektiv},
  year         = {2018},
}