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Tests des modèles d'héritage : un inventaire critique


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  • Pierre Pestieau
  • André Masson


[eng] Tests for Models of Inheritance: A Critical Inventory, . by André Masson, Pierre Pestieau.. . In order to assess the empirical relevance of a number of bequest models to be found in economic literature, this article presents an overview of the predominantly Anglo-Saxon tests conducted on these models over the past twelve years. After a brief account of the data used, eight general tests are considered, making it possible to "reject" some reasons for bequest while accepting others indiscriminately, after which nine specific tests are considered, the purpose of which is to determine more specifically the relevance of one particular form of bequest. Lastly, the significance of the results obtained is examined and the reasons why it is so difficult to draw clear-cut conclusions is discussed: model not fully identified, data shortcomings... [ger] Tests der Erbschaftsmodelle: eine kritische Bestandsaufnahme, . von André Masson, Pierre Pestieau.. . Um den Grad der empirischen Gültigkeit der verschiedenen in der Wirtschaftsfachliteratur vorgeschlagenen Erbschaftsmodelle beurteilen zu können, wird in diesem Artikel eine Bestandsaufnahme der vorwiegend angelsächsischen Tests vorgenommen, denen diese im Laufe der letzten zwölf Jahre unterzogen worden sind. Nach einer Erfassung der verschiedenen Arten der benutzten Daten erhält man somit acht generelle Tests, mit denen sich bestimmte Gründe für die Übertragung ausschließen, dafür aber mehrere andere nicht differenzierbare Gründe ausmachen lassen, sowie neun spezielle Tests, mit denen eine genauere Beurteilung der Gültigkeit einer bestimmten Erbschaftsform angestrebt wird. Behandelt werden anschließend die Tragweite der erhaltenen Ergebnisse und die Gründe für die Schwierigkeit, zu eindeutigen Schlußfolgerungen zu gelangen: unvollständige Identifizierung der Modelle, Mangel an Daten... [fre] Tests des modèles d'héritage : un inventaire critique, . par André Masson, Pierre Pestieau.. . Pour tenter d'apprécier le degré de validité empirique des différents modèles d'héritage proposés dans la littérature économique, cet article dresse le bilan des tests, à dominante anglo-saxonne, dont ils ont fait l'objet au cours des douze dernières années. Après avoir recensé les différents types de données utilisées, on envisage ainsi huit tests généraux, qui permettent "d'écarter" certains motifs de transmission mais d'en "retenir" plusieurs autres (sans pouvoir les différencier), et neuf tests spécifiques, qui cherchent à apprécier plus précisément la validité d'une forme d'héritage particulière. On s'interroge enfin sur la portée des résultats obtenus et sur les difficultés d'obtenir des conclusions tranchées : identification incomplète des modèles, carences des données... [spa] Pruebas de modelos de herencia: inventario crítico, . por André Masson y Pierre Pestieau .. . Para tratar de apreciar el grado de validez empírica de los diversos modelos de herencia propuestos por la literatura económica, se présenta en este artículo un balance de las pruebas, predominantemente anglosajonas, a las cuales se han sometido dichos modelos en los últimos doce años. Tras la presentación de los datos utilizados, se consideran ocho pruebas generales que permiten "eliminar" determinados motivos de transmisión y "tener en cuenta" otros motivos (sin que sea posible diferenciarlos), y nueve pruebas específîcas para tratar de apreciar con mayor precisión la validez de una forma de herencia particular. Por último los autores se interrogan acerca del alcance de los resultados obtenidos y las razones de la difîcultad que plantea la obtención de conclusiones precisas: identificación incompleta de los modelos, carencia de datos, etc.

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Bibliographic Info

Article provided by Programme National Persée in its journal Économie & prévision.

Volume (Year): 100 (1991)
Issue (Month): 4 ()
Pages: 73-92

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Handle: RePEc:prs:ecoprv:ecop_0249-4744_1991_num_100_4_5255

Note: DOI:10.3406/ecop.1991.5255
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