Delimitation of the Maintenance Contract from the Life Annuity Contract in Romanian, Swiss and French Law
Keywords:
annuity; maintenance; legal characteristics; transformation of maintenance into life annuity; resolution
Abstract
The life annuity and maintenance contracts are constructed, in continental law, according to the French model, even if, in French legislation, the latter does not enjoy express regulation. Comparing the two special contracts is necessary to understand the differences in terms of the purpose, nature, and content of the obligations, the conditions for executing the obligations assumed, and their termination. Even if there are similarities in terms of these contracts, some common to different national law systems, there are also differences, so that a comparison between the two contracts can only be made at the level of national law, so that conclusions can be drawn regarding comparative law.
References
Beleniuc G-V. G. (2019). Contractul de întreținere/ Maintenance contract. Bucharest: Universul Juridic.
Benabent A. (2021). Droit des contrats speciaux civils et commerciaux/Droit des contrats speciaux civils et commerciaux (ed. 14). Paris: LGDJ
Berindei, M.-G. (2015). Contractul de întreținere. Noul Cod civil. Studii și comentarii. Vol.III. Partea a II-a/Maintenance contract. The New Civil Code. Studies and comments. Vol.III. Part II.. Uliescu, M. (coord.). Bucharest: Universul Juridic
Borș, O.-L. (2020). Contractul de întreținere. Scurte considerații cu privire la caracterele obligației de întreținere/Maintenance contract. Brief considerations regarding the nature of the maintenance obligation. Universul Juridic/legal Universe, 6, pp. 15-25. Available at https://www.ujmag.ro/drept/diverse/conferinta-internationala-a-doctoranzilor-in-drept-studii-si-cercetari-juridice-europene/rasfoire/.
Costache, Mirela (2017). Few Considerations on the Maintenance Obligation in the Romanian Civil Law. Acta Universitatis Danubius. Juridica, vol. 13, no. 2, pp. 136-146, https://journals.univ-danubius.ro/index.php/juridica/article/viewFile/4327/4131
Deak, Fr. (2001). Tratat de drept civil. Contracte speciale/Civil law treaty. Special contracts (3rd ed.) Bucharest: Universul Juridic.
Krajeski, D. & Le Tourneau, Ph. (f.a.) Contrat „intuitu personæ”/„Intuitu personæ” Contract. Jurisclasseur Contrats. Distribution FASC. 200. Available at: https://publications.ut-capitole.fr/id/eprint/34389/1/34389_Krajeski.pdf.
Macovei, C.și Dobrilă, M.C. (2021). Contractul de întreținere/Maintenance contract. Noul Cod civil. Comentariu pe articole/ The New Civil Code. Commentary on articles (3rd Ed.), Baias, Fl. et al. (coord.). Bucharest: C.H. Beck.
Malaurie, Ph., Aynes, L. & Gautier, P.-Y. (2020). Droit des contrats speciaux/ Droit des contrats speciaux 11th Ed. Paris: LGDJ.
Marcusohn, V. (2018). Drept civil. Contacte speciale/ Civil Drept. Special contract. Bucharest: Universul Juridic.
Muller, Ch. (2021). Contrats de droit suisse. Présentation systématique des contrats les plus importants en pratique/ Swiss law contracts. Systematic presentation of the most important contracts in practice.. Berna: Stämpfli
Paz Rubio, J.M. (2004). Codigo civil. Comentarios, jurisprudencia. Concordancias y referencias legales actualizadas/ Civil Code. Commentaries, case law. Updated legal concordances and references. (ed. 14). Madrid: Colex, 2004
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Tercier, P., Bieri, L. & Carron, B. (2016). Les contrats speciaux/Special Contracts (5th Edition). Zurich: Verlag Schulthess.
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Court Târgu Jiu, Sentinţă Civil sentence no 469/2009, Available at: https://portal.just.ro/318/Lists/Jurisprudenta/DispForm.aspx?ID=42.
Court Vaslui, Sentinţa Civil sentence no 121/2017, Available at: https://portal.just.ro/333/Lists/Jurisprudenta/DispForm.aspx?ID=121.
Federal Court, 1st Civil Chamber, decision of 1 February 1944, No. 70 II 54, Available at: https://justement.ch/fr/doc/jurisdiction/ch/bundesgericht-leitentscheide/1944/70-ii-54?q=70%20II%2054.
Federal Court, 1st Civil Chamber, decision of 17 October 1928, No. 54 II 380, Available at: https://justement.ch/doc/jurisdiction/ch/bundesgericht-leitentscheide/1928/54-ii-380.
Federal Court, 1st Civil Chamber, decision of 19 May 1953, No. 79 II 169, Available at: https://justement.ch/fr/doc/jurisdiction/ch/bundesgericht-leitentscheide/1953/79-ii-169.
Federal Court, 1st Civil Chamber, decision of 11 June 1941, No. 67 II 149, Available at: https://entscheide.weblaw.ch/print.php?link=BGE-67-II-149&sel_lang=fr.
Tribunale cantonale delle assicurazioni Ticino, decision of August 28, 2019, no. 33.2019.9, Available at: https://entscheidsuche.ch/search?lang=fr&query=contrat%20d%27entretien%20viager&selected=TI_TCAS_001_33-2019-9_2019-08-28&preview=true&fullScreen=true.
Cantonal Insurance Court Ticino, decision of August 28, 2019, no. 13/11 - 15/2012, Available at: https://entscheidsuche.ch/search?lang=fr&query=contrat%20d%27entretien%20viager&filter=l%40fr&selected=VD_TC_004_Arr-t---2012---315_nodate&preview=true&fullScreen=true.
Court of Cassation, Civil Chamber 1, February 8, 1960, Available at: https://www.legifrance.gouv.fr/juri/id/JURITEXT000006952903.
Court of Cassation, Social Chamber, February 9, 1961, Available at: https://www.legifrance.gouv.fr/juri/id/JURITEXT000006957148.
Court of Cassation, Civil Chamber 3, November 26, 1970, 69-14.338, Available at: https://www.legifrance.gouv.fr/juri/id/JURITEXT000006983839.
Court of Cassation, Civil Chamber 1, May 18, 1978, 76-12.110, Available at: https://www.legifrance.gouv.fr/juri/id/JURITEXT000007001266.Cour de Cassation, Commercial Chamber, March 6, 1990, 88-19.759, Available at: https://www.legifrance.gouv.fr/juri/id/JURITEXT000007024054.
Court of Cassation, Civil, Civil Chamber 1, January 19, 1988, 85-18.339, Available at: adresa https://www.legifrance.gouv.fr/juri/id/JURITEXT000007019255 .
Court of Cassation, Civil Chamber 1, January 31, 1995, 93-12.572, Available at: https://www.legifrance.gouv.fr/juri/id/JURITEXT000007247947.
Court of Cassation, Civil, Civil Chamber 1, February 20, 2008, 06-19.977, Available at: adresa https://www.legifrance.gouv.fr/juri/id/JURITEXT000018166476.
Benabent A. (2021). Droit des contrats speciaux civils et commerciaux/Droit des contrats speciaux civils et commerciaux (ed. 14). Paris: LGDJ
Berindei, M.-G. (2015). Contractul de întreținere. Noul Cod civil. Studii și comentarii. Vol.III. Partea a II-a/Maintenance contract. The New Civil Code. Studies and comments. Vol.III. Part II.. Uliescu, M. (coord.). Bucharest: Universul Juridic
Borș, O.-L. (2020). Contractul de întreținere. Scurte considerații cu privire la caracterele obligației de întreținere/Maintenance contract. Brief considerations regarding the nature of the maintenance obligation. Universul Juridic/legal Universe, 6, pp. 15-25. Available at https://www.ujmag.ro/drept/diverse/conferinta-internationala-a-doctoranzilor-in-drept-studii-si-cercetari-juridice-europene/rasfoire/.
Costache, Mirela (2017). Few Considerations on the Maintenance Obligation in the Romanian Civil Law. Acta Universitatis Danubius. Juridica, vol. 13, no. 2, pp. 136-146, https://journals.univ-danubius.ro/index.php/juridica/article/viewFile/4327/4131
Deak, Fr. (2001). Tratat de drept civil. Contracte speciale/Civil law treaty. Special contracts (3rd ed.) Bucharest: Universul Juridic.
Krajeski, D. & Le Tourneau, Ph. (f.a.) Contrat „intuitu personæ”/„Intuitu personæ” Contract. Jurisclasseur Contrats. Distribution FASC. 200. Available at: https://publications.ut-capitole.fr/id/eprint/34389/1/34389_Krajeski.pdf.
Macovei, C.și Dobrilă, M.C. (2021). Contractul de întreținere/Maintenance contract. Noul Cod civil. Comentariu pe articole/ The New Civil Code. Commentary on articles (3rd Ed.), Baias, Fl. et al. (coord.). Bucharest: C.H. Beck.
Malaurie, Ph., Aynes, L. & Gautier, P.-Y. (2020). Droit des contrats speciaux/ Droit des contrats speciaux 11th Ed. Paris: LGDJ.
Marcusohn, V. (2018). Drept civil. Contacte speciale/ Civil Drept. Special contract. Bucharest: Universul Juridic.
Muller, Ch. (2021). Contrats de droit suisse. Présentation systématique des contrats les plus importants en pratique/ Swiss law contracts. Systematic presentation of the most important contracts in practice.. Berna: Stämpfli
Paz Rubio, J.M. (2004). Codigo civil. Comentarios, jurisprudencia. Concordancias y referencias legales actualizadas/ Civil Code. Commentaries, case law. Updated legal concordances and references. (ed. 14). Madrid: Colex, 2004
Puigelier, Ch. (2017). Dictionnaire juridique/ Legal dictionary (2nd ed.). Paris: Bruyllant
Stănciulescu, L. (2017). Dreptul contractelor civile. Doctrină și jurisprudență/Civil Contract Law. Doctrine and Jurisprudence (3rd edition). Bucharest: Hamangiu.
Tercier, P., Bieri, L. & Carron, B. (2016). Les contrats speciaux/Special Contracts (5th Edition). Zurich: Verlag Schulthess.
Urs, I. (2014). Constituirea şi efectele contractului de întreţinere în reglementarea noului Cod civil/ Constitutive of the execution of the internal contract and the current regulations of the Civil Code. Fiat Iustitia, 2, pp. 86-105. Available at: http://oaji.net/articles/2015/2064-1432814999.pdf
Zenati-Castaing, F & Revet, Th. (2014). Cours dedroiy civil. Contrats. Theorie generale. Quasi-contrats/ Civil law course. Contracts. General theory. Quasi-contracts. Paris: PUF
Court of Appeal Timişoara, Civil Section I, Civil Decision no. 226/2020, Available at: https://portal.just.ro/59/Lists/Jurisprudenta/DispForm.aspx?ID=1166.
Court of Appeal Timişoara, Civil Section I, Civil Decision no. 235/ 2020, Available at: https://portal.just.ro/59/Lists/Jurisprudenta/DispForm.aspx?ID=1165.
Court Caraş Severin, Decision no 89/A/2023, Available at: https://portal.just.ro/115/Lists/Jurisprudenta/DispForm.aspx?ID=265.
Court Balş, Civil sentence no 50/2021, Available at: https://portal.just.ro/184/Lists/Jurisprudenta/DispForm.aspx?ID=257.
Court Buzău, Civil sentence no 12/2022, Available at: https://portal.just.ro/200/Lists/Jurisprudenta/DispForm.aspx?ID=540.
Court Liești, Civil sentence no 620/2014, Available at: https://portal.just.ro/838/Lists/Jurisprudenta/DispForm.aspx?ID=67.
Court Mizil, Civil sentence no 1172/2019, disponibilă la adresa https://portal.just.ro/259/Lists/Jurisprudenta/DispForm.aspx?ID=221.
Court Sectorul 1 Bucharest, sentința civilă nr. 2309/2019, Available at: https://portal.just.ro/299/Lists/Jurisprudenta/DispForm.aspx?ID=1171.
Court Târgu-Cărbuneşti, Civil sentence no 728/2012, Available at: https://www.jurisprudenta.com/jurisprudenta/speta-a7i6swn/.
Court Târgu Jiu, Sentinţă Civil sentence no 469/2009, Available at: https://portal.just.ro/318/Lists/Jurisprudenta/DispForm.aspx?ID=42.
Court Vaslui, Sentinţa Civil sentence no 121/2017, Available at: https://portal.just.ro/333/Lists/Jurisprudenta/DispForm.aspx?ID=121.
Federal Court, 1st Civil Chamber, decision of 1 February 1944, No. 70 II 54, Available at: https://justement.ch/fr/doc/jurisdiction/ch/bundesgericht-leitentscheide/1944/70-ii-54?q=70%20II%2054.
Federal Court, 1st Civil Chamber, decision of 17 October 1928, No. 54 II 380, Available at: https://justement.ch/doc/jurisdiction/ch/bundesgericht-leitentscheide/1928/54-ii-380.
Federal Court, 1st Civil Chamber, decision of 19 May 1953, No. 79 II 169, Available at: https://justement.ch/fr/doc/jurisdiction/ch/bundesgericht-leitentscheide/1953/79-ii-169.
Federal Court, 1st Civil Chamber, decision of 11 June 1941, No. 67 II 149, Available at: https://entscheide.weblaw.ch/print.php?link=BGE-67-II-149&sel_lang=fr.
Tribunale cantonale delle assicurazioni Ticino, decision of August 28, 2019, no. 33.2019.9, Available at: https://entscheidsuche.ch/search?lang=fr&query=contrat%20d%27entretien%20viager&selected=TI_TCAS_001_33-2019-9_2019-08-28&preview=true&fullScreen=true.
Cantonal Insurance Court Ticino, decision of August 28, 2019, no. 13/11 - 15/2012, Available at: https://entscheidsuche.ch/search?lang=fr&query=contrat%20d%27entretien%20viager&filter=l%40fr&selected=VD_TC_004_Arr-t---2012---315_nodate&preview=true&fullScreen=true.
Court of Cassation, Civil Chamber 1, February 8, 1960, Available at: https://www.legifrance.gouv.fr/juri/id/JURITEXT000006952903.
Court of Cassation, Social Chamber, February 9, 1961, Available at: https://www.legifrance.gouv.fr/juri/id/JURITEXT000006957148.
Court of Cassation, Civil Chamber 3, November 26, 1970, 69-14.338, Available at: https://www.legifrance.gouv.fr/juri/id/JURITEXT000006983839.
Court of Cassation, Civil Chamber 1, May 18, 1978, 76-12.110, Available at: https://www.legifrance.gouv.fr/juri/id/JURITEXT000007001266.Cour de Cassation, Commercial Chamber, March 6, 1990, 88-19.759, Available at: https://www.legifrance.gouv.fr/juri/id/JURITEXT000007024054.
Court of Cassation, Civil, Civil Chamber 1, January 19, 1988, 85-18.339, Available at: adresa https://www.legifrance.gouv.fr/juri/id/JURITEXT000007019255 .
Court of Cassation, Civil Chamber 1, January 31, 1995, 93-12.572, Available at: https://www.legifrance.gouv.fr/juri/id/JURITEXT000007247947.
Court of Cassation, Civil, Civil Chamber 1, February 20, 2008, 06-19.977, Available at: adresa https://www.legifrance.gouv.fr/juri/id/JURITEXT000018166476.
Published
2024-11-30
How to Cite
Iliescu, A.-E. (2024) “Delimitation of the Maintenance Contract from the Life Annuity Contract in Romanian, Swiss and French Law”, The Annals of “Dunarea de Jos” University of Galati. Legal Sciences. Fascicle XXVI, 7(2). Available at: https://gup.ugal.ro/ugaljournals/index.php/als/article/view/7291 (Accessed: 29March2025).
Issue
Section
Private Law
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