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Anförtrott gods - En komparativ studie om fideikommissinstitutet i Norden

Wembling, Evelina LU (2024) LAGF03 20242
Faculty of Law
Department of Law
Abstract
The fideikommiss as an institution has been the subject of discussion for the past two centuries regarding its special status as an inheritance law exception. Fideikommiss was mainly applied by the nobility in the European countries and meant that entailed properties with extensive values could be preserved in a family’s possessions as undivided. Testamentary dispositions with conditions which stipulated fideikommiss, were usually set up in a will or a deed of gift and thus made it possible to circumvent ordinary rules of inheritance law, such as the protection of statutory share of inheritance.

The critical discussion eventually led to an abolition process for the institute of fideikommiss around Europe and the Nordics. The purpose of... (More)
The fideikommiss as an institution has been the subject of discussion for the past two centuries regarding its special status as an inheritance law exception. Fideikommiss was mainly applied by the nobility in the European countries and meant that entailed properties with extensive values could be preserved in a family’s possessions as undivided. Testamentary dispositions with conditions which stipulated fideikommiss, were usually set up in a will or a deed of gift and thus made it possible to circumvent ordinary rules of inheritance law, such as the protection of statutory share of inheritance.

The critical discussion eventually led to an abolition process for the institute of fideikommiss around Europe and the Nordics. The purpose of this essay is to investigate the position of the Nordic fideikommiss. Initially, the establishment of new testamentary dispositions of fideikommiss was prohibited in the Nordic countries, and gradually the existing fideikommiss were abolished. The Nordic abolition process was completed in the middle of the 20th century and today there should be no existing fideikommiss, in accordance with applicable law.

Sweden also went through an abolition process, which differs from our Nordic neighbors. In 1964, the Act (1963:583) on abolition of fideikommiss entered into force, where the general rule in section 3 stipulates that Swedish fideikommiss must be abolished upon the death of the proprietor of the fideikommiss. Despite this, some Swedish fideikommiss have been granted a dispensation by the government. Hence, the Swedish fideikommiss is fundamentally the only one in the world that still exists. At the time of writing, a case is ongoing regarding the extension of the testamentary disposition concerning one of the existing fideikommiss, namely Björnstorp’s and Svenstorp’s fideikommiss. However, the government has not yet taken a decision on the matter.

As the Nordic legal systems regarding the fideikommiss generally have been designed as identical, it is noteworthy that the Swedish fideikommiss stands out in the way mentioned, which is why the essay aims to investigate what has resulted in Sweden’s unique position. (Less)
Abstract (Swedish)
Fideikommissen som institution har under de två senaste århundradena varit föremål för diskussion angående dess särställning som arvsrättsligt undantag. Fideikommissinstitutet tillämpades främst av adeln i de europeiska länderna och medförde att fideikommissegendom med omfattande värden kunde bevaras i en familjs ägor såsom odelad. Förordnanden med villkor om fideikommiss inrättades vanligen i testamente eller gåvobrev och möjliggjorde därmed att ordinära arvsrättsliga regler, såsom laglottsskyddet, kunde kringgås.

Den kritiska diskussionen förde så småningom med sig en avvecklingsprocess för fideikommissinstitutet runt om i Europa och Norden. Syftet med förevarande uppsats är att undersöka det nordiska fideikommissinstitutets... (More)
Fideikommissen som institution har under de två senaste århundradena varit föremål för diskussion angående dess särställning som arvsrättsligt undantag. Fideikommissinstitutet tillämpades främst av adeln i de europeiska länderna och medförde att fideikommissegendom med omfattande värden kunde bevaras i en familjs ägor såsom odelad. Förordnanden med villkor om fideikommiss inrättades vanligen i testamente eller gåvobrev och möjliggjorde därmed att ordinära arvsrättsliga regler, såsom laglottsskyddet, kunde kringgås.

Den kritiska diskussionen förde så småningom med sig en avvecklingsprocess för fideikommissinstitutet runt om i Europa och Norden. Syftet med förevarande uppsats är att undersöka det nordiska fideikommissinstitutets ställning. Initialt förbjöds inrättandet av nya fideikommiss i de nordiska länderna och allteftersom påbörjades en avveckling av de bestående fideikommissen. Den nordiska avvecklingsprocessen avslutades i mitten på 1900-talet och idag ska det inte finnas några bestående fideikommiss, i enlighet med gällande rätt.

Även Sverige genomgick en avvecklingsprocess, som emellertid skiljer sig från våra nordiska grannländer. År 1964 trädde lagen (1963:583) om avveckling av fideikommiss i kraft där huvudregeln i 3 § föreskriver att de svenska fideikommissen ska avvecklas vid fideikommissinnehavarens död. Trots detta består ett antal svenska fideikommiss som medgivits dispens av regeringen. Därav är det svenska fideikommissinstitutet i princip det enda i världen som alltjämt består. I skrivande stund pågår ett ärende om förlängning av fideikommissurkund beträffande ett av de bestående fideikommissen, nämligen Björnstorps och Svenstorps fideikommiss. Regeringen har emellertid ännu inte tagit beslut i frågan.

Då de nordiska rättsordningarna beträffande fideikommissinstitutet i princip har utformats som identiska, är det anmärkningsvärt att den svenska fideikommissinstitutionen utmärker sig på nämnt vis, varför uppsatsen ämnar till att undersöka vad som resulterat i Sveriges unika position. (Less)
Please use this url to cite or link to this publication:
author
Wembling, Evelina LU
supervisor
organization
course
LAGF03 20242
year
type
M2 - Bachelor Degree
subject
keywords
familjerätt, rättshistoria, arvsrätt, fideikommiss
language
Swedish
id
9179556
date added to LUP
2025-03-20 14:25:10
date last changed
2025-03-20 14:25:10
@misc{9179556,
  abstract     = {{The fideikommiss as an institution has been the subject of discussion for the past two centuries regarding its special status as an inheritance law exception. Fideikommiss was mainly applied by the nobility in the European countries and meant that entailed properties with extensive values could be preserved in a family’s possessions as undivided. Testamentary dispositions with conditions which stipulated fideikommiss, were usually set up in a will or a deed of gift and thus made it possible to circumvent ordinary rules of inheritance law, such as the protection of statutory share of inheritance.

The critical discussion eventually led to an abolition process for the institute of fideikommiss around Europe and the Nordics. The purpose of this essay is to investigate the position of the Nordic fideikommiss. Initially, the establishment of new testamentary dispositions of fideikommiss was prohibited in the Nordic countries, and gradually the existing fideikommiss were abolished. The Nordic abolition process was completed in the middle of the 20th century and today there should be no existing fideikommiss, in accordance with applicable law.

Sweden also went through an abolition process, which differs from our Nordic neighbors. In 1964, the Act (1963:583) on abolition of fideikommiss entered into force, where the general rule in section 3 stipulates that Swedish fideikommiss must be abolished upon the death of the proprietor of the fideikommiss. Despite this, some Swedish fideikommiss have been granted a dispensation by the government. Hence, the Swedish fideikommiss is fundamentally the only one in the world that still exists. At the time of writing, a case is ongoing regarding the extension of the testamentary disposition concerning one of the existing fideikommiss, namely Björnstorp’s and Svenstorp’s fideikommiss. However, the government has not yet taken a decision on the matter.

As the Nordic legal systems regarding the fideikommiss generally have been designed as identical, it is noteworthy that the Swedish fideikommiss stands out in the way mentioned, which is why the essay aims to investigate what has resulted in Sweden’s unique position.}},
  author       = {{Wembling, Evelina}},
  language     = {{swe}},
  note         = {{Student Paper}},
  title        = {{Anförtrott gods - En komparativ studie om fideikommissinstitutet i Norden}},
  year         = {{2024}},
}