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Laglotten och pliktdelen - en studie av svensk och norsk arvsrätt

Tomelius, Joel LU (2019) LAGF03 20192
Department of Law
Faculty of Law
Abstract (Swedish)
Laglottens funktion och existens har länge diskuterats i riksdagen. Trots årliga motioner och flera framstående rättsvetares ställningstagande mot laglotten tycks inte riksdagen benägen att rösta igenom ett sådant förslag i dagens läge.

Denna uppsats undersöker därför laglottens funktion och vilka argument som har presenterats för dess fortsatta existens i den svenska rättsordningen. Laglottens historia redogörs översiktligt och därefter presenteras den svenska rätten gällande laglotten. Därefter ges en grundläggande presentation av laglottens motsvarigheter i norsk, dansk och finsk rätt. Tyngdpunkten ligger på den norska rätten eftersom Norges Storting under år 2019 har röstat igenom en ny ärvdabalk som ännu inte har trätt i kraft.... (More)
Laglottens funktion och existens har länge diskuterats i riksdagen. Trots årliga motioner och flera framstående rättsvetares ställningstagande mot laglotten tycks inte riksdagen benägen att rösta igenom ett sådant förslag i dagens läge.

Denna uppsats undersöker därför laglottens funktion och vilka argument som har presenterats för dess fortsatta existens i den svenska rättsordningen. Laglottens historia redogörs översiktligt och därefter presenteras den svenska rätten gällande laglotten. Därefter ges en grundläggande presentation av laglottens motsvarigheter i norsk, dansk och finsk rätt. Tyngdpunkten ligger på den norska rätten eftersom Norges Storting under år 2019 har röstat igenom en ny ärvdabalk som ännu inte har trätt i kraft. Stortinget valde att ha kvar sin motsvarighet till laglotten, pliktdelen. Den nya regleringen ger ett modernt perspektiv på laglotten respektive pliktdelens funktion och underlättar en mer nyanserad diskussion om den svenska laglotten. Sveriges respektive Norges förarbeten presenteras, följt av rättsvetenskapliga ställningstaganden och en diskussion om möjligheterna att harmoniera den nordiska successionsrätten.

Av uppsatsens analys dras bland annat slutsatsen att en av laglottens viktiga funktioner är att skydda ekonomiskt svaga individer men att den samtidigt bör begränsas till förmån för en vidare testationsfrihet. Uppsatsen föreslår att laglotten bevaras men att beloppet eller andelen bör begränsas. Dessutom uppmuntras lagstiftaren att se över regleringen gällande bröstarvinges förverkande av rätt till arv. (Less)
Abstract
There is an ongoing debate in the Swedish parliament regarding the purpose and existence of the reserved part (laglotten) within the Swedish inheritance law. The parliament does not seem to notice any major difficulties within the existing regulations despite yearly motions from parliament members and opinions from prominent legal researchers, practitioners, and debaters.

This study will examine the function of the reserved part and which arguments the Swedish parliament uses to legitimate the current regulation. In order to achieve this, the history of the reserved part and the current regulation in Sweden are briefly presented. The basics of the regulations of the reserved part in Norway, Denmark, and Finland are described to put the... (More)
There is an ongoing debate in the Swedish parliament regarding the purpose and existence of the reserved part (laglotten) within the Swedish inheritance law. The parliament does not seem to notice any major difficulties within the existing regulations despite yearly motions from parliament members and opinions from prominent legal researchers, practitioners, and debaters.

This study will examine the function of the reserved part and which arguments the Swedish parliament uses to legitimate the current regulation. In order to achieve this, the history of the reserved part and the current regulation in Sweden are briefly presented. The basics of the regulations of the reserved part in Norway, Denmark, and Finland are described to put the Swedish reserved part in a Nordic perspective. During 2019, the parliament of Norway presented a new upcoming inheritance law with the Norwegian reserved part mostly left intact. The new Norwegian law offers a possibility to discuss the Swedish reserved part from a modern perspective, and therefore the study focuses on Swedish and Norwegian inheritance law. The Swedish and Norwegian preparatory work are presented, as well as national legal practitioners’ views regarding the reserved part and the possibility of harmonizing the Nordic inheritance laws.

The conclusion of the study is that one of the foremost important functions of the Swedish reserved part is to protect financially weak individuals. The reserved part should therefore not be excluded from Swedish inheritance law, but on the other hand be limited, either by amount or proportion. The Swedish legislator is also encouraged to examine the regulation of the Swedish forfeiture rule. (Less)
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author
Tomelius, Joel LU
supervisor
organization
course
LAGF03 20192
year
type
M2 - Bachelor Degree
subject
keywords
familjerätt, family law, arvsrätt, inheritance law
language
Swedish
id
8999986
date added to LUP
2020-04-08 00:30:11
date last changed
2020-04-08 00:30:11
@misc{8999986,
  abstract     = {There is an ongoing debate in the Swedish parliament regarding the purpose and existence of the reserved part (laglotten) within the Swedish inheritance law. The parliament does not seem to notice any major difficulties within the existing regulations despite yearly motions from parliament members and opinions from prominent legal researchers, practitioners, and debaters. 

This study will examine the function of the reserved part and which arguments the Swedish parliament uses to legitimate the current regulation. In order to achieve this, the history of the reserved part and the current regulation in Sweden are briefly presented. The basics of the regulations of the reserved part in Norway, Denmark, and Finland are described to put the Swedish reserved part in a Nordic perspective. During 2019, the parliament of Norway presented a new upcoming inheritance law with the Norwegian reserved part mostly left intact. The new Norwegian law offers a possibility to discuss the Swedish reserved part from a modern perspective, and therefore the study focuses on Swedish and Norwegian inheritance law. The Swedish and Norwegian preparatory work are presented, as well as national legal practitioners’ views regarding the reserved part and the possibility of harmonizing the Nordic inheritance laws. 

The conclusion of the study is that one of the foremost important functions of the Swedish reserved part is to protect financially weak individuals. The reserved part should therefore not be excluded from Swedish inheritance law, but on the other hand be limited, either by amount or proportion. The Swedish legislator is also encouraged to examine the regulation of the Swedish forfeiture rule.},
  author       = {Tomelius, Joel},
  keyword      = {familjerätt,family law,arvsrätt,inheritance law},
  language     = {swe},
  note         = {Student Paper},
  title        = {Laglotten och pliktdelen - en studie av svensk och norsk arvsrätt},
  year         = {2019},
}