Legislator Case Law & Legislation
22 04 58 • KG LU 22 04 58 AI generated

Divorce Pension Compensation Annuity Inheritability Dispute

Case Number 22 04 58
Court / Authority
Jurisdiction Switzerland · Canton of Lucerne (CH-LU)
Decision Date
Outcome Dismissed

Legislator summary

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The appellate court reviewed a dispute arising from a divorce decree where the lower court had ordered the husband's pension fund to pay the wife a lifelong, non-inheritable monthly annuity as compensation for pension claims under Article 124(1) of the Civil Code. The wife appealed, seeking to have this annuity made passively inheritable upon the husband's death. The court reasoned that the compensation claim under Art. 124(1) ZGB is directed against the other spouse, not the pension institution, and once a pension event occurs and a pension is already being paid, there is no longer a divisible lump-sum benefit, meaning the pension institution cannot continue the payments to the survivor. The court concluded that only a capital compensation under Art. 124(1) ZGB is passively inheritable as an estate debt binding the heirs, not the pension institution, and therefore the annuity stipulated as a lifetime payment is not passively inheritable from the pension fund.

Legislator headnote

Official

Art. 124 Abs. 1 ZGB. Eine als Rente festgelegte Entschädigung für Ansprüche aus der beruflichen Vorsorge gemäss Art. 124 Abs. 1 ZGB ist nicht passiv vererblich. | Familienrecht

Keywords

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annuity survivor's benefit divorce decree death of spouse lump-sum compensation pension institution

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Full text

Rechtsprechung Luzern

Instanz: · Obergericht

Abteilung: · II. Kammer

Rechtsgebiet: · Familienrecht

Entscheiddatum: · 29.03.2005

Fallnummer: · 22 04 58

LGVE: · 2005 I Nr. 4

Leitsatz: · Art. 124 Abs. 1 ZGB. Eine als Rente festgelegte Entschädigung für Ansprüche aus der beruflichen Vorsorge gemäss Art. 124 Abs. 1 ZGB ist nicht passiv vererblich.

Rechtskraft: · Diese Entscheidung ist rechtskräftig.