Legislator Case Law & Legislation
30 02 10 • KG LU 30 02 10 AI generated

Supervisory Approval of Caretaker's Final Report and Accounts

Case Number 30 02 10
Court / Authority
Jurisdiction Switzerland · Canton of Lucerne (CH-LU)
Decision Date
Outcome Allowed / Granted

Legislator summary

AI generated

In an appeal concerning the approval of a caretaker's final report and accounts, the court clarified that the supervisory authority's approval under Article 452 of the Civil Code, which applies to caretakers pursuant to Article 367(3), must involve a review extending beyond mere bookkeeping to encompass the legality and appropriateness of actions and expenditures. This approval, issued as an official decree, confirms the fulfillment of reporting duties and proper execution of the mandate in the ward's interest, but it does not confer full discharge or extinguish the caretaker's underlying liability. Consequently, the supervisory authority, and by extension the appellate court, should only intervene to overturn the approval if there are demonstrable grounds such as violations of law or arbitrariness, rather than conducting a full, detailed analysis of potential accounting weaknesses.

Legislator headnote

Official

Art. 452 ZGB. Bedeutung der Genehmigung des Schlussberichts und der Schlussrechnung durch die vormundschaftlichen Behörden. Prüfungspflicht der Aufsichtsbehörde. | Familienrecht

Keywords

AI generated
report approval accounting and reporting supervisory complaint guardianship supervisory authority discretion of the reporting officer ground for review

Cited Legislation

AI generated

Cited Case Law

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BGE 76 II 181
AI generated

Key legal questions extracted by Legislator

AI generated
Art. 452 ZGB

This article is cited in the heading and reasoning concerning the approval of the final report and final accounting by guardianship authorities.

Art. 367 Abs. 3 ZGB

This article is cited as the basis for applying Art. 452 ZGB to the final report and final accounting of the custodian (Beistand).

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Full text

Rechtsprechung Luzern

Instanz: · Obergericht

Abteilung: · II. Kammer

Rechtsgebiet: · Familienrecht

Entscheiddatum: · 24.09.2002

Fallnummer: · 30 02 10

LGVE: · 2003 I Nr. 13

Leitsatz: · Art. 452 ZGB. Bedeutung der Genehmigung des Schlussberichts und der Schlussrechnung durch die vormundschaftlichen Behörden. Prüfungspflicht der Aufsichtsbehörde.

Rechtskraft: · Diese Entscheidung ist rechtskräftig.