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Types et modèles d'héritage et leurs implications

  • André Masson
  • Pierre Pestieau

[spa] Tipos y modelos de herencia, y sus implicaciones, por André Masson y Pierre Pestieau. En este artículo se présenta la taxonomía de los principales modelos de herencia considerados por los economistas, teniendo en cuenta la distinción conventional entre legado involuntario y legado voluntario, al igual que los diversos tipos y grados de altruismo. Acto seguido, para los cuatro modelos de herencia más corrientes, se presentan las implicaciones específicas que pueden tener en relación con la asignación de los recursos y la redistribución. [fre] Types et modèles d'héritage et leurs implications, par André Masson, Pierre Pestieau. Cet article présente une taxonomie des principaux modèles d'héritage considérés par les économistes, qui tient compte de la distinction classique entre legs involontaire et legs volontaire ainsi que des différents types et degrés d'altruisme. Puis il donne pour quatre des modèles d'héritage les plus courants les implications spécifiques qu'ils peuvent avoir en termes d'allocation des ressources et de redistribution. [eng] Models of Inheritance and Their Implications, by André Masson, Pierre Pestieau. The purpose of this paper is twofold. Firstly, it provides a taxonomy of the principal models of inheritance known to economists, setting forth the usual distinction between intentional and unintentional bequests as well as various types and degrees of altruism. Secondly, it indicates what the main and specific implications of four of the main models can be in terms of redistribution and resource attributions. [ger] Erbschaftsarten und modelle und ihre Auswirkungen, von André Masson, Pierre Pestieau. In diesem Artikel wird für die wichtigsten, von den Ökonomen behandelten Erbschaftsmodelle eine Taxonomie präsentiert, bei der die klassische Unterscheidung zwischen unfreiwilligem und freiwilligem Vermächtnis sowie die verschiedenen Arten und Grade des Altruismus berücksichtigt werden. Anschließend werden für vier der häufigsten Erbschaftsmodelle die speziellen Auswirkungen auf die Vermögenszuwendung und umverteilung erörtert.

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

Volume (Year): 100 (1991)
Issue (Month): 4 ()
Pages: 31-71

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Handle: RePEc:prs:ecoprv:ecop_0249-4744_1991_num_100_4_5254
Note: DOI:10.3406/ecop.1991.5254
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  1. Goldberger, A.S., 1989. "Economic And Mechanical Models Of Intergenerational Transmission," Working papers 374, Wisconsin Madison - Social Systems.
  2. 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.
  3. Shorrocks, Anthony F, 1979. "On the Structure of Inter-generational Transfers between Families," Economica, London School of Economics and Political Science, vol. 46(184), pages 415-25, November.
  4. Laurence J. Kotlikoff & Avia Spivak, 1979. "The Family as an Incomplete Annuities Market," NBER Working Papers 0362, National Bureau of Economic Research, Inc.
  5. Barro, Robert J., 1974. "Are Government Bonds Net Wealth?," Scholarly Articles 3451399, Harvard University Department of Economics.
  6. Bernheim, B Douglas & Shleifer, Andrei & Summers, Lawrence H, 1985. "The Strategic Bequest Motive," Journal of Political Economy, University of Chicago Press, vol. 93(6), pages 1045-76, December.
  7. 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.
  8. Behrman, Jere R & Pollak, Robert A & Taubman, Paul, 1982. "Parental Preferences and Provision for Progeny," Journal of Political Economy, University of Chicago Press, vol. 90(1), pages 52-73, February.
  9. Blinder, Alan S, 1976. "Inequality and Mobility in the Distribution of Wealth," Kyklos, Wiley Blackwell, vol. 29(4), pages 607-38.
  10. Becker, Gary S & Tomes, Nigel, 1979. "An Equilibrium Theory of the Distribution of Income and Intergenerational Mobility," Journal of Political Economy, University of Chicago Press, vol. 87(6), pages 1153-89, December.
  11. Desai, Meghnad J & Shah, Anup R K, 1983. "Bequest and Inheritance in Nuclear Families and Joint Families," Economica, London School of Economics and Political Science, vol. 50(198), pages 193-202, May.
  12. Hurd, Michael D, 1989. "Mortality Risk and Bequests," Econometrica, Econometric Society, vol. 57(4), pages 779-813, July.
  13. Basil J. Moore, 1979. "Life-Cycle Saving and Bequest Behavior," Journal of Post Keynesian Economics, M.E. Sharpe, Inc., vol. 1(2), pages 79-99, January.
  14. Weil, Philippe, 1987. "Love thy children : Reflections on the Barro debt neutrality theorem," Journal of Monetary Economics, Elsevier, vol. 19(3), pages 377-391, May.
  15. 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.
  16. Becker, Gary S, 1989. "On the Economics of the Family: Reply to a Skeptic," American Economic Review, American Economic Association, vol. 79(3), pages 514-18, June.
  17. 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.
  18. Gary S. Becker, 1974. "A Theory of Social Interactions," NBER Working Papers 0042, National Bureau of Economic Research, Inc.
  19. 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.
  20. 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.
  21. Blinder, Alan S, 1976. "Intergenerational Transfers and Life Cycle Consumption," American Economic Review, American Economic Association, vol. 66(2), pages 87-93, May.
  22. Eytan Sheshinski & Yoram Weiss, 1979. "Inequality Within and Between Families," NBER Working Papers 0405, National Bureau of Economic Research, Inc.
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