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Participating Institutions
Participating Members

Prof. Dr. Simone Derix
Principal Investigator
University of Erlangen-Nürnberg

Lena Weller
Research Assistant
University of Erlangen-Nürnberg

Inheritance and Family

Capital as a family resource. Practices of inheritance in Bavaria
The historiographical project examines the practices of inheritance in Bavaria since the 20th century, using selected objects to analyze the handling and significance of inherited and bequeathed wealth for families up to the present day.
(v. l. n. r.: L. Weller, S. Derix)

Scientific Background

Throughout both historical and modern times, the family has been the central institution for the intergenerational transfer of assets, contributing to the perpetuation of social inequality. Despite this fundamental structural significance of inheritance practices for society, the practice of passing on family wealth, especially in rural areas, has only been empirically researched to a limited extent in contemporary history.

This project, therefore, has a pioneering character and makes an important contribution to family and kinship research. Furthermore, it deepens knowledge about the importance of wealth/capital as a multi-faceted family resource that provides insights into social transformation processes.

Aim of the project and method

The primary goal of the project is to gain an exemplary overview of the existing practices of inheritance in Bavaria since the first half of the 20th century. The second aim is to analyze the significance of inheritance for families and how it has been handled from an intergenerational perspective. Therefore, the project employs both qualitative and quantitative methods. Estate files, which are located in the Bavarian State Archives in Upper Palatinate and Upper Bavaria, will be analyzed for one district court for the years 1936, 1954 and 1972. In order to gain access to the emotional dimensions of inheritance, guided oral history interviews are also conducted.

 

Scientific Poster 04 Inheritance and Family

Participating Institutions