- •Time-Limited Interests in Land
- •The Common Core of European Private Law
- •Contents
- •General editors’ preface
- •Preface
- •Contributors
- •Abbreviations
- •1 Setting the scene
- •1. The scene
- •2. Balancing the interests: a handful of common problems
- •3. Time-limited interests arising by operation of law
- •2 General introduction
- •1. Overview
- •2. The hybrid character of time-limited interests in land
- •3. The approach and purpose of this study
- •3.1. Background
- •3.2. Drawing a geographical map of the law of Europe
- •4. The genesis of the book
- •4.1. Narrowing down the topic
- •4.2. Terminology
- •5. Structure of the book
- •3 Historical evolution of the maxim ‘sale breaks hire’
- •1. Introduction
- •2. The Roman-law approach
- •3. The ius commune position
- •3.1. Medieval learned law
- •3.2. From medieval learned law to the Prussian Civil Code
- •3.3. From the Prussian Civil Code to the German Civil Code
- •4. Conclusions
- •4 The many faces of usufruct
- •1. Usufruct in tax and estate planning
- •1.1. Transferring assets yet retaining control and income
- •1.2. Overview
- •2. The concept of usufruct
- •3. The traditional face
- •3.1. Control
- •3.2. Income
- •4. The modern face of usufruct
- •4.1. Control
- •4.2. Income
- •5. The Janus face
- •6. The twisted face
- •6.1. Default rules
- •6.2. Contractual expansion
- •6.3. Limits
- •7. Conclusion
- •Comparative observations
- •Austria
- •Belgium
- •Denmark
- •England
- •France
- •Germany
- •Greece
- •Hungary
- •Italy
- •The Netherlands
- •Poland
- •Portugal
- •Scotland
- •South Africa
- •Spain
- •Comparative observations
- •Austria
- •Belgium
- •Denmark
- •England
- •France
- •Germany
- •Greece
- •Hungary
- •Italy
- •The Netherlands
- •Poland
- •Portugal
- •Scotland
- •South Africa
- •Spain
- •Comparative observations
- •Austria
- •Belgium
- •Denmark
- •England
- •France
- •Germany
- •Greece
- •Hungary
- •Italy
- •The Netherlands
- •Poland
- •Portugal
- •Scotland
- •South Africa
- •Spain
- •Comparative observations
- •Austria
- •Belgium
- •Denmark
- •England
- •France
- •Germany
- •Greece
- •Hungary
- •Italy
- •The Netherlands
- •Poland
- •Portugal
- •Scotland
- •South Africa
- •Spain
- •Comparative observations
- •Austria
- •Belgium
- •Denmark
- •England
- •France
- •Germany
- •Greece
- •Hungary
- •Italy
- •The Netherlands
- •Poland
- •Portugal
- •Scotland
- •South Africa
- •Spain
- •Comparative observations
- •Austria
- •Belgium
- •Denmark
- •England
- •France
- •Germany
- •Greece
- •Hungary
- •Italy
- •The Netherlands
- •Poland
- •Portugal
- •Scotland
- •South Africa
- •Spain
- •Comparative observations
- •Austria
- •Belgium
- •Denmark
- •England
- •France
- •Germany
- •Greece
- •Hungary
- •Italy
- •The Netherlands
- •Poland
- •Portugal
- •Scotland
- •South Africa
- •Spain
- •Comparative observations
- •Austria
- •Belgium
- •Denmark
- •England
- •France
- •Germany
- •Greece
- •Hungary
- •Italy
- •The Netherlands
- •Poland
- •Portugal
- •Scotland
- •South Africa
- •Spain
- •Comparative observations
- •Austria
- •Belgium
- •Denmark
- •England
- •France
- •Germany
- •Greece
- •Hungary
- •Italy
- •The Netherlands
- •Poland
- •Portugal
- •Scotland
- •South Africa
- •Spain
- •Comparative observations
- •Austria
- •Belgium
- •Denmark
- •England
- •France
- •Germany
- •Greece
- •Hungary
- •Italy
- •The Netherlands
- •Poland
- •Portugal
- •Scotland
- •South Africa
- •Spain
- •Comparative observations
- •Austria
- •Belgium
- •Denmark
- •England
- •France
- •Germany
- •Greece
- •Hungary
- •Italy
- •The Netherlands
- •Poland
- •Portugal
- •Scotland
- •South Africa
- •Spain
- •Comparative observations
- •Austria
- •Belgium
- •Denmark
- •England
- •France
- •Germany
- •Greece
- •Hungary
- •Italy
- •The Netherlands
- •Poland
- •Portugal
- •Scotland
- •South Africa
- •Spain
- •Case 1
- •Case 2
- •Case 3
- •Case 4
- •Case 5
- •Case 6
- •Case 7
- •Case 8
- •Case 9
- •Case 10
- •Case 11
- •Case 12
- •Belgium
- •Denmark
- •England
- •Germany
- •Greece
- •Hungary
- •Italy
- •Poland
- •Portugal
- •Scotland
- •South Africa
- •Spain
- •Bibliography
- •GENERAL BIBLIOGRAPHY
- •AUSTRIA
- •BELGIUM
- •DENMARK
- •ENGLAND
- •GERMANY
- •GREECE
- •HUNGARY
- •ITALY
- •THE NETHERLANDS
- •POLAND
- •PORTUGAL
- •SCOTLAND
- •SOUTH AFRICA
- •SPAIN
- •General index
- •Country index
- •Books in the series
502 |
a p p e n d i x |
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Time-limited |
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interest |
|
Context |
Importance |
Comments |
|
|
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|
Precarium |
Various |
5 |
|
|
Usufruct |
|
Family, |
3 |
In 2008, 12.6 per cent of Italian |
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|
inheritance |
|
families lived in a home in |
|
|
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|
usufruct or gratuitous loan. |
Use and |
|
Family, |
6 |
The surviving spouse is granted |
habitation |
inheritance |
|
the right of habitation over the |
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|
house used as a family home |
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and the right of use on the |
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furniture in the house (Civil |
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Code, art. 540). |
Hereditary |
Agricultural |
1 |
The Italian legislation is very |
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land |
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|
hostile to the owner (Law 607 of |
lease |
|
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22 July 1966, Law 118 of 18 |
(emphyteusis) |
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|
December 1970 and Law 270 of |
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14 June 1974). It limits the rent |
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that can be imposed and allows |
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the landowner (enÞteuta) to |
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redeem the land by paying a |
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modest sum. |
Hereditary |
Various |
5 |
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building |
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lease |
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(superÞcies) |
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Poland
Reporter: Magdalena Habdas (Jan. 2011)
Time-limited |
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interest |
Context |
Importance |
Comments |
|
|
|
|
Residential |
Family/ |
7 |
Particularly with regard to urban |
lease |
inheritance |
|
apartments leased from local |
|
|
|
authorities. |
Agricultural |
Family/ |
6 |
Mostly public sector. |
lease |
business |
|
|
Loan for use |
Family/ non- |
5 |
The public sector uses loans for |
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profit |
|
use to make their land |
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organisation |
|
available to non-profit |
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|
|
organisations. This practice, |
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though problematic, does |
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|
exist. |
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a p p e n d i x |
503 |
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|
Time-limited |
|
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|
|
interest |
Context |
Importance |
Comments |
|
|
|
|
|
|
Precarium |
|
|
|
|
Usufruct |
Family/ |
5 |
Persons who are self-employed |
|
|
business |
|
entrepreneurs prefer usufruct |
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to being land owners, since |
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usufruct cannot be seized or |
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sold. |
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Use and |
Family |
5 |
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habitation |
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|
Hereditary |
Real estate, |
10 |
Popular investment by private |
|
land lease |
corporate, |
|
individuals in public land. |
|
(emphyteusis) |
commercial |
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|
Hereditary |
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|
building |
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|
lease
(superÞcies)
Portugal
Reporter: Sandra Passinhas (Jan. 2011)
Time-limited |
|
|
|
interest |
Context |
Importance |
Comments |
|
|
|
|
Residential |
Real estate |
10 |
There are no official statistics on |
lease |
|
|
any of the categories. Rate of |
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|
|
importance based on personal |
|
|
|
estimate. |
Agricultural |
Commercial |
6 |
|
lease |
business |
|
|
Loan for use |
Family |
2 |
|
Precarium |
Family |
1 |
|
Usufruct |
Family, |
6 |
|
|
commercial |
|
|
|
business |
|
|
Use and |
Family |
4 |
|
habitation |
|
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|
Hereditary |
|
0 |
|
land lease |
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|
(emphyteusis) |
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|
Hereditary |
Family, |
6 |
|
building |
corporate, |
|
|
lease |
commercial |
|
|
(superÞcies) |
business |
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504 a p p e n d i x
Scotland
Reporter: Peter Webster (Mar. 2011)
Time-limited |
|
|
interest |
Context Importance |
Comments |
|
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|
Residential lease |
10 |
|
Agricultural |
10 |
|
lease |
|
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Loan for use |
0 |
Although Scots law recognises the |
|
|
nominate contract of loan, a |
|
|
gratuitous right to use land would |
|
|
probably be analysed as a ‘licence’ – |
|
|
an innominate contract granting a |
|
|
right to use land which did not |
|
|
amount to a lease. |
Precarium |
0 |
The right to use land until the owner |
|
|
requested its return would also |
|
|
probably be analysed as a ‘licence’. |
Usufruct |
3 |
The real right of usufruct is now |
|
|
relatively rarely used to create a life |
|
|
interest. This is more commonly |
|
|
done by means of a trust. |
Use and |
0 |
These two personal servitudes were |
habitation |
|
not received by Scots law. |
Hereditary land |
0 |
Although parties can conclude a long |
lease |
|
lease with the characteristics of an |
(emphyteusis) |
|
emphyteutic lease (subject to the |
|
|
statutory maximum duration of 175 |
|
|
years), this is not a recognised |
|
|
nominate contract. Until the |
|
|
abolition of the feudal system, a |
|
|
close analogy to emphyteusis would |
|
|
have been the grant of a feu, but the |
|
|
feudal system, and with it the |
|
|
possibility of granting such a right, |
|
|
was abolished in 2004. |
Hereditary |
0 |
Although parties can conclude a |
building lease |
|
‘building lease’, this is not |
(superÞcies) |
|
recognised as a distinct nominate |
|
|
contract. |
|
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|
a p p e n d i x 505
South Africa
Reporter: C. G. van der Merwe (Mar. 2011)
Time-limited |
|
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|
interest |
Context |
Importance |
Comments |
|
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|
Residential lease |
Urban houses |
10 |
|
|
and |
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|
apartments |
|
|
Agricultural lease |
Private |
6 |
Prevalent leasing of portions of |
|
persons and |
|
farms – for example, for |
|
local |
|
grazing. |
|
authorities |
|
|
Loan for use |
Family |
1 |
|
Precarium |
Family |
4 |
Unsophisticated use in parts of |
|
|
|
country instead of more |
|
|
|
sophisticated use of |
|
|
|
usufruct. |
Usufruct |
Family and |
6 |
|
|
estate tax |
|
|
|
purposes |
|
|
Use and |
Family and |
6 |
|
habitation |
estate tax |
|
|
|
purposes |
|
|
Hereditary land |
|
0 |
|
lease |
|
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|
(emphyteusis) |
|
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|
Hereditary |
|
4 |
In the form of ninety-nine |
building lease |
|
|
years’ leasehold in certain |
(superÞcies) |
|
|
urban areas. |
|
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|
|
|
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|
Spain
Reporter: Elena Sa«nchez Jorda«n (Jan. 2011)
Time-limited |
|
|
|
interest |
Context |
Importance |
Comments |
|
|
|
|
Residential |
Residential use |
7 |
Spaniards prefer to own rather |
lease |
by families |
|
than to lease premises, and |
|
|
|
only lease premises if they |
|
|
|
cannot afford to buy. |
Agricultural |
Families and |
4 |
|
lease |
corporations |
|
|
506 |
a p p e n d i x |
|
|
|
|
|
|
|
|
|
|
|
|
|
Time-limited |
|
|
|
|
interest |
|
Context |
Importance |
Comments |
|
|
|
|
|
Loan for use |
Families, |
3 |
|
|
|
|
corporations |
|
|
Precarium |
Family |
6 |
|
|
Usufruct |
|
Family |
9 |
In Spain, widows or widowers |
|
|
inheritance |
|
have a legal right to usufruct. |
|
|
|
|
This explains its importance. |
Use and |
|
Family |
7 |
In Spain, the father or mother |
habitation |
|
|
who remains with the children |
|
|
|
|
|
after a divorce is granted a |
|
|
|
|
right of use and habitation on |
|
|
|
|
the family house even if it is |
|
|
|
|
not his or hers. |
Hereditary |
|
0 |
|
|
land lease |
|
|
|
|
(emphyteusis) |
|
|
|
|
Hereditary |
Real estate |
5 |
|
|
building |
|
|
|
|
lease |
|
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|
(superÞcies) |
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|
