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Beschreibung
Inheritance and gifting are, to a certain extent, functionally interchangeable. German inheritance law responds to this by providing for the collation of
inter vivos
transfers under § 2050(1) BGB, the underlying value judgments of which extend to the compulsory share through § 2316(1) BGB. In this way, certain lifetime transfers are subjected to inheritance-law concepts of equal treatment. This system, however, has increasingly come under criticism. Christoph Schoppe therefore reconstructs the doctrine of collation from historical, comparative, and doctrinal perspectives. The historical foundations that long supported the institution have largely been forgotten, making its present-day justification difficult. From a comparative perspective, England and Switzerland have faced similar challenges, but their responses are more advanced: while English intestate succession no longer provides for the collation of lifetime transfers, Swiss law relies on a far-reaching system of collation. This contrast raises the question of which path German law should pursue in the future. From a doctrinal standpoint, the central problem lies in the conceptualisation of what constitutes a "portion" under § 1624(1) BGB. The current definition's indistinct contours, strong dependence on the subjective intent of the parents, and uncertain delineation from other transfers lead to outcomes that are difficult to predict. These uncertainties extend into the law around collation, rendering it both practically unwieldy and normatively questionable. Schoppe concludes by discussing possible options for reform de lege ferenda.
Inheritance and gifting are, to a certain extent, functionally interchangeable. German inheritance law responds to this by providing for the collation of
inter vivos
transfers under § 2050(1) BGB, the underlying value judgments of which extend to the compulsory share through § 2316(1) BGB. In this way, certain lifetime transfers are subjected to inheritance-law concepts of equal treatment. This system, however, has increasingly come under criticism. Christoph Schoppe therefore reconstructs the doctrine of collation from historical, comparative, and doctrinal perspectives. The historical foundations that long supported the institution have largely been forgotten, making its present-day justification difficult. From a comparative perspective, England and Switzerland have faced similar challenges, but their responses are more advanced: while English intestate succession no longer provides for the collation of lifetime transfers, Swiss law relies on a far-reaching system of collation. This contrast raises the question of which path German law should pursue in the future. From a doctrinal standpoint, the central problem lies in the conceptualisation of what constitutes a "portion" under § 1624(1) BGB. The current definition's indistinct contours, strong dependence on the subjective intent of the parents, and uncertain delineation from other transfers lead to outcomes that are difficult to predict. These uncertainties extend into the law around collation, rendering it both practically unwieldy and normatively questionable. Schoppe concludes by discussing possible options for reform de lege ferenda.
Über den Autor
Born 1989; studied law at Bucerius Law School and in Cambridge; research assistant at the Max Planck Institute for Comparative and International Private Law, Hamburg; research stay at the University of Oxford; LL.M. studies at the University of Chicago Law School; PhD in 2025 (Bucerius Law School); attorney-at-law in Hamburg and Frankfurt am Main.
Inhaltsverzeichnis

Erster Teil: Rechtsgeschichte

A. Die frühen Wurzeln der Ausgleichung


B. Die gemeinrechtliche Tradition und die Zivilrechtskodifikationen des späten 18. und des 19. Jahrhunderts


C. Die Genese der Vorschriften des BGB


D. Fazit zum ersten Teil: Rechtsgeschichte

Zweiter Teil: Rechtsvergleichung

A. Das schweizerische Recht


B. Das englische Recht

Dritter Teil: Rechtsdogmatik

A. Die Ausstattung als Objekt der Ausgleichung


B. Struktur des § 2050 BGB und ratio legis

Vierter Teil: Perspektiven

A. Exkurs I: Entwicklungsperspektiven des Familienrechts


B. Entwicklungsperspektiven der gesetzlichen Erbfolge


C. Exkurs II: Entwicklungsperspektiven des Pflichtteilsrechts

Details
Erscheinungsjahr: 2026
Fachbereich: Internationales & ausländ. Recht
Genre: Recht, Sozialwissenschaften, Wirtschaft
Produktart: Nachschlagewerke
Rubrik: Recht & Wirtschaft
Medium: Taschenbuch
Reihe: Studien zum ausländischen und internationalen Privatrecht
Inhalt: 336 S.
ISBN-13: 9783162006073
ISBN-10: 3162006074
Sprache: Deutsch
Herstellernummer: 25994
Einband: Kartoniert / Broschiert
Autor: Schoppe, Christoph
Auflage: 1. Auflage
Hersteller: Mohr Siebeck GmbH & Co. K
Verantwortliche Person für die EU: Jana Trispel, Wilhelmstr. 18, D-72074 Tübingen, trispel@mohrsiebeck.com
Maße: 230 x 154 x 19 mm
Von/Mit: Christoph Schoppe
Erscheinungsdatum: 12.05.2026
Gewicht: 0,51 kg
Artikel-ID: 135499461

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