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Taxation and Wealth Transmission in France

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Author Info
Arrondel, L.
Laferrere, A.

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Abstract

We examine the pattern of inter-vivos transfers and bequests in France, using both administrative records and household surveys. We first present the French institutional and fiscal setting of wealth transmission; then the usual economic models of behaviour, their link to fiscal system and their testable predictions. Finally we turn to empirical tests, concentrating on inter-vivos gifts. We examine whether observed behaviour is consistent with the models and with the incentives implied by the tax system. We find no direct support for altruism, nor for exchange, but a strong reaction to taxation, which may be interpreted by a `joy of giving' type of model.

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Publisher Info
Paper provided by DELTA (Ecole normale supérieure) in its series DELTA Working Papers with number 98-13.

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Length: 32 pages
Date of creation: 1998
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Publication status: Published in Journal of Public Economics, 2001, vol. 79, no. 1
Handle: RePEc:del:abcdef:98-13

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Related research
Keywords: TAXATION WEALTH FRANCE

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Find related papers by JEL classification:
J10 - Labor and Demographic Economics - - Demographic Economics - - - General
H23 - Public Economics - - Taxation, Subsidies, and Revenue - - - Externalities; Redistributive Effects; Environmental Taxes and Subsidies
H20 - Public Economics - - Taxation, Subsidies, and Revenue - - - General

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  1. Luc Arrondel & Cyril Grange, 2004. "Successions et héritiers dans la société rurale du XIXème siècle : l'exemple des familles TRA de Loire Inférieure," DELTA Working Papers 2004-08, DELTA (Ecole normale supérieure). [Downloadable!]
  2. Francois-Charles Wolff & Seymour Spilerman & Claudine Attias-Donfut, 2005. "Do Parents Help More their Less Well-Off Children? Evidence from a Sample of Migrants to France," Microeconomics 0504001, EconWPA. [Downloadable!]
  3. Stefan Hochguertal & Henry Ohlsson, 2000. "Inter Vivos Gifts: Compensatory or Equal Sharing?," Econometric Society World Congress 2000 Contributed Papers 0699, Econometric Society. [Downloadable!]
  4. Stefan Hochguertel & Henry Ohlsson, 2001. "Compensatory Inter Vivos Gifts," Macroeconomics 0012006, EconWPA. [Downloadable!]
    Other versions:
  5. Joseph G. Altonji & Ernesto Villanueva, 2003. "The Marginal Propensity to Spend on Adult Children," NBER Working Papers 9811, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
    Other versions:
  6. Miguel Angel Barberán Lahuerta, 2006. "Redistribution and progressivity of taxes on inheritances and donations and analysis with data of panel," Hacienda Pública Española, IEF, vol. 177(2), pages 25-55, April. [Downloadable!]
  7. Joaquín Andaluz & Miriam Marcén & José Alberto Molina, 2007. "Income Transfers, Welfare and Family Decisions," IZA Discussion Papers 2804, Institute for the Study of Labor (IZA). [Downloadable!]
  8. Frank A Cowell, 2007. "Income Distribution and Inequality," STICERD - Distributional Analysis Research Programme Papers 94, Suntory and Toyota International Centres for Economics and Related Disciplines, LSE. [Downloadable!]
  9. Rydell, Ingrid, 2005. "Equity, Justice, Interdependence: Intergenerational Transfers and the Ageing Population," Arbetsrapport 2005:5, Institute for Futures Studies. [Downloadable!]
  10. Nordblom, Katarina & Ohlsson, Henry, 2002. "BEQUESTS, GIFTS, AND EDUCATION Swedish evidence on parents’ transfer behavior," Working Papers in Economics 69, Göteborg University, Department of Economics. [Downloadable!]
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