Legislator Giurisprudenza & Legislazione
11 01 138 • KG LU 11 01 138 Generato dall'IA

Share Valuation Dispute Upholding Expert Appraisal

Numero d'incarto 11 01 138
Autorità giudiziaria
Giurisdizione Svizzera · Canton Lucerna (CH-LU)
Data della decisione
Esito del giudizio Respinto (Dismissed)

Sintesi Legislator

Generato dall'IA

The case concerned a dispute over the binding valuation of company shares by an expert appraisal, as stipulated in a prior gifting agreement for exiting shareholders. The appellant argued the initial expert valuation was non-binding due to significant differences (up to 26.1% when factoring in an unconsidered pension obligation) compared to a subsequent court-appointed expert opinion. The court reasoned that the binding nature of an expert appraisal must be judged based on the overall result, not isolated deviations in individual line items, especially in complex company valuations where expert discretion is significant and where many challenged valuations lacked proper supporting documentation; applying analogous practice from inheritance appraisals, the court found the initial appraisal’s overall result was not demonstrably and substantially incorrect, upholding the lower court's decision to enforce the initial valuation.

Regesto Legislator

Ufficiale

§ 3 ZPO. Die Verbindlichkeit eines Schiedsgutachtens beurteilt sich nach dem Gesamtergebnis und nicht nach der Abweichung in Einzelpositionen. | Zivilprozessrecht

Parole chiave

Generato dall'IA
valutazione delle quote azionarie perizia giudiziaria contratto di perizia azionista valore litigioso valutazione degli attivi

Disposizioni normative citate

Generato dall'IA
Generato dall'IA

Questioni giuridiche chiave estratte da Legislator

Generato dall'IA
§ 3 ZPO

This provision, concerning the binding nature of an expert opinion based on the overall result, is the core legal basis explicitly cited in the final decision's introductory statement.

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Testo completo

Rechtsprechung Luzern

Instanz: · Obergericht

Abteilung: · I. Kammer

Rechtsgebiet: · Zivilprozessrecht

Entscheiddatum: · 21.11.2002

Fallnummer: · 11 01 138

LGVE: · 2003 I Nr. 29

Leitsatz: · § 3 ZPO. Die Verbindlichkeit eines Schiedsgutachtens beurteilt sich nach dem Gesamtergebnis und nicht nach der Abweichung in Einzelpositionen.

Rechtskraft: · Diese Entscheidung ist rechtskräftig.