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Successions et héritiers dans la société rurale du XIXème siècle : l'exemple des familles TRA de Loire Inférieure

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Luc Arrondel
Cyril Grange

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Abstract

Only few empirical studies of intergeneration transfers using historical data have considered the period when the State intervened relatively little in family life and when financial institutions were far less- developed than they are today. This paper uses historical data from the "3 000 familles" covering individuals in the Lower Loire departement in the 19th and early 20th century. These data allow us to confirm a number of theoretical predictions. In particular, we reveal a strong influence of past inheritances on individuals' future bequests. We also show that the amount bequeathed falls after the age of 66, as wealth is consumed. This could reflect either the financing of retirement, or transfers to children in return for care or other services. Last, we find that the amount transferred is higher when the number of children is smaller, providing evidence for the bequest motive in the 19th Century.

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Paper provided by DELTA (Ecole normale supérieure) in its series DELTA Working Papers with number 2004-08.

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Date of creation: 2004
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Handle: RePEc:del:abcdef:2004-08

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  1. Kotlikoff, Laurence J & Spivak, Avia, 1981. "The Family as an Incomplete Annuities Market," Journal of Political Economy, University of Chicago Press, vol. 89(2), pages 372-91, April. [Downloadable!] (restricted)
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  2. Arrondel, L. & Masson, A. & Pestieau, P., 1996. "Bequest and inheritance: empirical issues and France-U.S. comparison," DELTA Working Papers 96-19, DELTA (Ecole normale supérieure).
  3. Luc Arrondel & Anne Laferrère, 1998. "Succession capitaliste et succession familiale : un modèle économétrique à deux régimes endogènes," Annales d'Economie et de Statistique, ADRES, issue 51, pages 09, Juillet-S. [Downloadable!]
  4. Arrondel, Luc & Laferrere, Anne, 2001. "Taxation and wealth transmission in France," Journal of Public Economics, Elsevier, vol. 79(1), pages 3-33, January. [Downloadable!] (restricted)
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  5. Hamermesh, Daniel S & Menchik, Paul L, 1987. "Planned and Unplanned Bequests," Economic Inquiry, Oxford University Press, vol. 25(1), pages 55-66, January.
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  6. Masson, A. & Pestieau, P., 1996. "Bequests motives and models of inheritance: a survey of the literature," DELTA Working Papers 96-20, DELTA (Ecole normale supérieure).
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