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Obligation alimentaire et financement de la dépendance : pratiques judiciaires

  • Gramain, Agnès
  • Wittwer, Jérôme

The article seeks to analyse economic transfers resulting from the controversial implementation of rising maintenance obligations for retirement institution accommodation. The analysis of a sample of legal decisions concerning 305 people liable to maintenance obligations show that the setting of contributions is largely the result of common sense and are based on the needs of the recipient and the ressources of the contributors. Insofar as the sub group faced with the need to finance an ageing relative is concerned the rule redistributes income within the family but not between families. Using an INSEE supplied sample of 6366 people aged 75 and over, subject to the rule, allows the analysis of its redistributive effects across a representative population while considering that the risk of having to contribute spontaneously or unwillingly is far from being homogeneously spread across that population. The regressive effects of the rule are compounded by the fact that loans have a greater impact on low income households and for larger amounts; the average contribution rate in that 20% poorercategory is five times greater than in the 20% wealthier category. The implied collective effort of this rule impacts not quite 0.6% of the living standard of the children of all people aged 75 and over.

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Paper provided by Paris Dauphine University in its series Economics Papers from University Paris Dauphine with number 123456789/1672.

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Date of creation: 2006
Date of revision:
Publication status: Published in Gérontologie et société, 2006, Vol. 2, no. 117. pp. 197-216.Length: 19 pages
Handle: RePEc:dau:papers:123456789/1672
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  1. M. Duée & C. Rebillard, 2004. "Old age disability in France: a long run projection," Documents de Travail de la DESE - Working Papers of the DESE g2004-02, Institut National de la Statistique et des Etudes Economiques, DESE.
  2. Wittwer, Jérôme & Gramain, Agnès, 2004. "Le financement familial de la prise en charge d'une personne âgée dépendante : règles de calcul et critères d'équité dans l'application de l'obligation alimentaire à la française," Economics Papers from University Paris Dauphine 123456789/6563, Paris Dauphine University.
  3. Del Boca, D. & Flinn, C.J., 1993. "Rationalizing Child Support Decisions," Working Papers 93-16, C.V. Starr Center for Applied Economics, New York University.
  4. Rebillard, Cyril & Duée, Michel & Wittwer, Jérôme & Gramain, Agnès, 2007. "Les contributions privées au financement de la dépendance dans le cadre de l'obligation alimentaire : pratiques judiciaires et implications macroéconomiques," Economics Papers from University Paris Dauphine 123456789/1722, Paris Dauphine University.
  5. JOUSTEN, Alain & LIPSZYC, Barbara & MARCHAND, Maurice & PESTIEAU, Pierre, 2003. "Long-term care in insurance and optimal taxation for altruistic children," CORE Discussion Papers 2003063, Université catholique de Louvain, Center for Operations Research and Econometrics (CORE).
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