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11 06 134 • KG LU 11 06 134 AI generated

Will Invalidity Due to Heir's Inability to Meet Self-Cultivation Requirements

Case Number 11 06 134
Court / Authority
Jurisdiction Switzerland · Canton of Lucerne (CH-LU)
Decision Date
Outcome Dismissed
Open official source Entscheidsuche mirror Machine-readable Markdown (.md)

Legislator summary

AI generated

The court reviewed the invalidity of a will attempting to allocate an agricultural property to one heir, concluding that the testament was void because the designated heir, being over seventy, could no longer meet the forward-looking requirements for self-cultivation under agricultural property law. The court reasoned that while both primary heirs were too old to be considered suitable self-cultivators, the assignment could proceed to the heir whose eligible descendant, possessing the requisite agricultural education and expressing a clear will to operate the farm, could take over, thereby upholding the purpose of the law despite the original testator's designation and the existing purchase right provisions for non-heirs.

Legislator headnote

Official

Art. 519 Abs. 1 Ziff. 3 ZGB; Art. 9, 11 und 19 Abs. 2 BGBB. Ungültigkeit eines Testaments und Zuweisung eines landwirtschaftlichen Gewerbes bei der Erbteilung. Begriff des Selbstbewirtschafters. | Erbrecht

Keywords

AI generated
rights of heirs agricultural law descendant validity of will age of majority invalidity of marriage

Cited Legislation

AI generated
Art. 519 Abs. 1 Ziff. 3 ZGB
Leitsatz: · Art. 519 Abs. 1 Ziff. 3 ZGB; Art.
Art. 19 Abs. 2 BGBB
The testament was deemed invalid because it violated the allocation rule set out in this provision.
Art. 9 BGBB
The concept of 'self-operator' (Selbstbewirtschafter) under this provision was central to assessing the suitability of the heirs and was cited in relation to the invalidity of the testament.
Art. 620 Abs. 1 aZGB
Art. 621 Abs. 1 aZGB
Art. 11 BGBB
This provision was discussed in relation to the requirements for the allocation of the property when the original heir did not qualify as a self-operator.
Art. 25 BGBB
Art. 26 Abs. 1 lit. a BGBB

Cited Case Law

AI generated
BGE 111 II 329
BGE 107 II 30
Agrarian Inheritance: Preservation of Agricultural Unit Over Personal Ties
BGE 107 II 34
AI generated
V 02 43 2
Heir Appeal Regarding Agricultural Enterprise Designation Dismissed Due to Insufficient Labor Threshold
Rsth H 2008 4
Adoption of Adult for Farm Succession Denied
7H 17 172
Landowner's Heirs Appeal SAK Calculation for Agricultural Business Status
OG 1994 10
Agricultural Lease Extension and Mandatory Self-Cultivation Exclusion
A 00 303
Inheritance Tax Liability and Lack of Joint and Several Responsibility Among Heirs

Key legal questions extracted by Legislator

AI generated
Art. 19 Abs. 2 BGBB

The testament was deemed invalid because it violated the allocation rule set out in this provision.

Art. 9 BGBB

The concept of 'self-operator' (Selbstbewirtschafter) under this provision was central to assessing the suitability of the heirs and was cited in relation to the invalidity of the testament.

Art. 11 BGBB

This provision was discussed in relation to the requirements for the allocation of the property when the original heir did not qualify as a self-operator.

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Full text

Rechtsprechung Luzern

Instanz: · Obergericht

Abteilung: · I. Kammer

Rechtsgebiet: · Erbrecht

Entscheiddatum: · 07.02.2008

Fallnummer: · 11 06 134

LGVE: · 2008 I Nr. 5

Leitsatz: · Art. 519 Abs. 1 Ziff. 3 ZGB; Art. 9, 11 und 19 Abs. 2 BGBB. Ungültigkeit eines Testaments und Zuweisung eines landwirtschaftlichen Gewerbes bei der Erbteilung. Begriff des Selbstbewirtschafters.

Rechtskraft: · Diese Entscheidung ist rechtskräftig.