Advanced Search
MyIDEAS: Login

Que nous enseignent les enquêtes sur les transferts patrimoniaux en France ?

Contents:

Author Info

  • André Masson
  • Luc Arrondel

Abstract

[spa] ¿Qué se puede deducir de los estudios relativos a las transferencias patrimoniales en Francia? . por Luc Arrondel y André Masson.. . Los motivos y la práctica de transmisión de los franceses constituían hasta hace poco tiempo un ámbito casi inexplorado. Para lograr una visión coherente y racional de los comportamientos observados, se ha efectuado una série de pruebas econométricas de los modelos de herentia propuestos por la literatura del género. Con este fin, se utilizan sistemáticamente los datos de dos estudios realizados con unidades familiares (uno por el Crep en 1975 y el segundo por el insee en 1986), que son los más apropiados para este género de evaluaciones y a que reflejan a la vez lo que la familia ha recibido (o recibirá de sus padres) y lo que ha legado (o legará) a sus hijos. Los resultados obtenidos, relativos a la difusión y al importe de las diversas formas de transmisión (ayudas, donaciones o herencias) permiten aislar como minimo dos grupos heterogéneos: los legados suelen ser voluntarios y de tipo restrospectivo entre los "herederos", es decir entre las familias que han recibido o recibirán sin duda una transferencia patrimonial de relativa importancia, mientras que en las otras familias los principales legados son de tipo accidentai y, por decirlo así, involuntarios. [ger] Welche Schlüsse lassen sich aus den Erhebungen über die Vermögensübertragungen in Frankreich ziehen? . von Luc Arrondel, André Masson.. . Bis vor kurzem stellten die Gründe und Praktiken der Franzqsen bei der Vermögensübertragung ein noch weitgehend unerforschtes Gebiet dar. Um einen kohärenten und rationalen Überblick über die beobachteten Verhaltensweisen erhalten zu können, werden die in der Fachliteratur existierenden Erbschaftsmodelle einer ganzen Reihe ökonometrischer Tests unterzogen. Hierzu erfolgt eine systematische Auswertung der Daten der beiden Erhebungen, die 1975 vom Zentrum für wirtschaftliche Studien über die Spartätigkeit "Crep" und 1986 vom Nationalen Institut für Statistik und Wirtschaftsstudien "Insee" bei den Haushalten durchgeführt wurden. Diese beiden Erhebungen eignen sich am besten für eine solche Testreihe, da in ihnen sowohl die Güter, die die Haushalte von den Eltern erhalten haben bzw. erhalten werden, als auch die Güter, die die Haushalte den Kindern zukommen ließen bzw. zukommen lassen werden, berücksichtigt sind. Mit den erhaltenen Ergebnissen, die sich sowohl auf die Verbreitung als auch auf die Höhe der verschiedenen Übertragungsformen (Hilfe, Schenkung oder Erbschaft) beziehen, lassen sich mindestens zwei hétérogène Populationen isolieren: bei den "Erben", d. h. den Haushalten, denen ein beträchtliches Vermögen übertragen worden ist bzw. wahrscheinlich übertragen wird, erfolgt die Vermächtniszuwendung meistens auf freiwilliger Basis und hat einen retrospektiven Charakter; in den anderen Haushalten handelt es sich dagegen vorwiegend um unfreiwillige und zufällige Vermächtnisse. [fre] Que nous enseignent les enquêtes sur les transferts patrimoniaux en France ? . par Luc Arrondel, André Masson.. . Les motifs et les pratiques de transmission des Français constituaient jusqu'à une date récente un champ largement inexploré. Pour parvenir à une vision cohérente et rationnelle des comportements observés, on procède à une batterie de tests économétriques des modèles d'héritage que l'on trouve dans la littérature. A cet effet, on exploite systématiquement les données des deux enquêtes effectuées auprès des ménages (l'une par le Crep en 1975, la seconde par l'Insee en 1986), qui se prêtent le mieux à cet exercice parce qu'elles rendent comptent à la fois de ce que le ménage a reçu (ou recevra) de ses parents et de ce qu'il a versé (ou versera) à ses enfants. Les résultats obtenus, concernant aussi bien la diffusion que le montant des différentes formes de transmission (aide, donation ou héritage), conduisent à isoler au moins deux populations hétérogènes: au sein des "héritiers", soit des ménages qui ont reçu ou recevront sans doute un transfert patrimonial non négligeable, le legs est le plus souvent volontaire, de nature rétrospective; chez les autres ménages, le legs dominant, involontaire, serait de nature accidentelle. [eng] What do the Surveys on Property Transfers in France Have to Tell Us? . by Luc Arrondel, André Masson.. . The reasons for bequests and the practices governing them have been, to a large extent, an uncharted area until recent years. To have a rational and coherent idea of the reasons for the transfer choice, a battery of econometric tests were run on the various bequest models found in literature. In this regard, data compiled from two household surveys (the 1975 Crep and the 1986 Insee survey) have proved to be most appropriate because they provide information on both what the household received (or will receive) from parents and what it handed down (or will hand down) to children. The results obtained concern not only distribution but also the amounts involved in different types of transfers (helping out, inter vivos and post mortem), making it possible to single out at least two heterogeneous populations from the "heir" group, ie households who have received or who will most likely be receiving a sizable property transfer, where the bequests are usually intentional and are backward-looking in nature (what is left is commensurate to what is received) and the other group of households where most of the bequests are unintentional and unplanned in nature.

Download Info

If you experience problems downloading a file, check if you have the proper application to view it first. In case of further problems read the IDEAS help page. Note that these files are not on the IDEAS site. Please be patient as the files may be large.
File URL: http://dx.doi.org/doi:10.3406/ecop.1991.5257
Download Restriction: no

File URL: http://www.persee.fr/articleAsPDF/ecop_0249-4744_1991_num_100_4_5257/ecop_0249-4744_1991_num_100_4_5257.pdf?mode=light
Download Restriction: no

Bibliographic Info

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

Volume (Year): 100 (1991)
Issue (Month): 4 ()
Pages: 93-128

as in new window
Handle: RePEc:prs:ecoprv:ecop_0249-4744_1991_num_100_4_5257

Note: DOI:10.3406/ecop.1991.5257
Contact details of provider:
Web page: http://www.persee.fr/web/revues/home/prescript/revue/ecop

Related research

Keywords:

References

References listed on IDEAS
Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.:
as in new window
  1. Shleifer, Andrei & Summers, Lawrence H. & Bernheim, B. Douglas, 1986. "The Strategic Bequest Motive," Scholarly Articles 3721794, Harvard University Department of Economics.
  2. Menchik, Paul L & David, Martin, 1983. "Income Distribution, Lifetime Savings, and Bequests," American Economic Review, American Economic Association, vol. 73(4), pages 672-90, September.
  3. White, Halbert, 1980. "A Heteroskedasticity-Consistent Covariance Matrix Estimator and a Direct Test for Heteroskedasticity," Econometrica, Econometric Society, vol. 48(4), pages 817-38, May.
  4. Tomes, Nigel, 1981. "The Family, Inheritance, and the Intergenerational Transmission of Inequality," Journal of Political Economy, University of Chicago Press, vol. 89(5), pages 928-58, October.
  5. Anne Laferrère & Luc Arrondel, 1991. "Successions et héritiers à travers les données fiscales," Économie et Prévision, Programme National Persée, vol. 100(4), pages 137-159.
  6. Modigliani, Franco, 1986. "Life Cycle, Individual Thrift, and the Wealth of Nations," American Economic Review, American Economic Association, vol. 76(3), pages 297-313, June.
  7. Gary S. Becker & Nigel Tomes, 1994. "Human Capital and the Rise and Fall of Families," NBER Chapters, in: Human Capital: A Theoretical and Empirical Analysis with Special Reference to Education (3rd Edition), pages 257-298 National Bureau of Economic Research, Inc.
  8. Davies, James B, 1981. "Uncertain Lifetime, Consumption, and Dissaving in Retirement," Journal of Political Economy, University of Chicago Press, vol. 89(3), pages 561-77, June.
  9. Barro, Robert J, 1974. "Are Government Bonds Net Wealth?," Journal of Political Economy, University of Chicago Press, vol. 82(6), pages 1095-1117, Nov.-Dec..
  10. Laurence J. Kotlikoff & Avia Spivak, 1979. "The Family as an Incomplete Annuities Market," UCLA Economics Working Papers 151, UCLA Department of Economics.
  11. Heckman, James, 2013. "Sample selection bias as a specification error," Applied Econometrics, Publishing House "SINERGIA PRESS", vol. 31(3), pages 129-137.
  12. Wilhelm, Mark O, 1996. "Bequest Behavior and the Effect of Heirs' Earnings: Testing the Altruistic Model of Bequests," American Economic Review, American Economic Association, vol. 86(4), pages 874-92, September.
  13. Bevan, D L, 1979. "Inheritance and the Distribution of Wealth," Economica, London School of Economics and Political Science, vol. 46(184), pages 381-402, November.
  14. Cox, Donald, 1987. "Motives for Private Income Transfers," Journal of Political Economy, University of Chicago Press, vol. 95(3), pages 508-46, June.
Full references (including those not matched with items on IDEAS)

Citations

Citations are extracted by the CitEc Project, subscribe to its RSS feed for this item.
as in new window

Cited by:
  1. Jacques Le Cacheux & Vincent Touzé, 2003. "Vieillissement et richesse des nations," Revue de l'OFCE, Presses de Sciences-Po, vol. 84(1), pages 47-91.
  2. Barnet-Verzat, Christine & Wolff, Francois-Charles, 2002. "Motives for pocket money allowance and family incentives," Journal of Economic Psychology, Elsevier, vol. 23(3), pages 339-366, June.
  3. Bessière, Céline & De Paoli, Caroline & Gouraud, Bénédicte & Roger, Muriel, 2012. "Les agriculteurs et leur patrimoine : des indépendants comme les autres ?," Economics Papers from University Paris Dauphine 123456789/11698, Paris Dauphine University.
  4. Jellal, Mohamed & wolff, François charles, 2003. "Solidarités familiales par la démonstration
    [Familial solidariies and the demonstration effect]
    ," MPRA Paper 38438, University Library of Munich, Germany.
  5. Jellal, Mohamed & wolff, François charles, 2005. "Dynamique des transferts intergénérationnels et effet de démonstration
    [Dynamics of Intergenerational Transfers and the Demonstration Effect]
    ," MPRA Paper 38419, University Library of Munich, Germany.
  6. François-Charles Wolff & Luc Arrondel, 1998. "La nature des transferts inter vivos en France : investissements humains, aides financières et transmission du patrimoine," Économie et Prévision, Programme National Persée, vol. 135(4), pages 1-27.
  7. François-Charles Wolff, 2000. "Les transferts versés aux enfants et aux parents : altruisme ou échange intertemporel?," Économie et Prévision, Programme National Persée, vol. 142(1), pages 67-91.
  8. Anne Gotman & André Masson, 1991. "L'un transmet, l'autre hérite..," Économie et Prévision, Programme National Persée, vol. 100(4), pages 207-230.

Lists

This item is not listed on Wikipedia, on a reading list or among the top items on IDEAS.

Statistics

Access and download statistics

Corrections

When requesting a correction, please mention this item's handle: RePEc:prs:ecoprv:ecop_0249-4744_1991_num_100_4_5257. See general information about how to correct material in RePEc.

For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: (Equipe PERSEE).

If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

If references are entirely missing, you can add them using this form.

If the full references list an item that is present in RePEc, but the system did not link to it, you can help with this form.

If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your profile, as there may be some citations waiting for confirmation.

Please note that corrections may take a couple of weeks to filter through the various RePEc services.