Jurisprudence. Civil law.

 

PhD in law Lorenc D.V., Vologodskaya V.G.

South Ural State University, Russia

Mortgage in Germany and Russia

 

   The mortgage appeared in the Roman Empire as a type of the real right where the pawn remained in possession of the debtor. Signs and types of  traditional mortgage  have changed in modern civil law.

There takes place a grand reform of the civil legislation nowdays in Russia. We suggest to analyse the Russian-German experience in area of realization of the real rights.

In the Draft of the Civil Code of the Russian Federation [1] the problem of the legal nature of pledge is solved, the mortgage becomes the real right (chapter 20.4).  In the German civil code [2] the mortgage isn't a type of pledge, and looks like limited real right to the land plot along with an easement (§ 1113). Pledge extends only on a personal estate (§ 1204 BGB).

In Russia the subject of mortgage should be immovable property, share in the property right to real estate, emhyteusis and building leasehold. Unlike Germany in Russia suggest to forbid a mortgage of future things (rights). In Germany the mortgage spread on the land plot. Unlike Russia buildings and constructions can't be a subject of the German mortgage as are essential part of the earth.

There are two types of a mortgage in Russia:  accessory and independent.  At an accessory mortgage in the contract the being, the size and dates of performance of the main obligation is defined. At an independent mortgage the contract contains the limit sum which the pledgee, and also pledge term can receive. The independent mortgage can be established by thing encumbrance without instructions of the face of the pledgee (surprisingly, but in Germany the pledger can write down a mortgage even on his own name). At an independent mortgage the pledgee will be able independently to choose the obligation of the debtor. Any subjects can participate in an accessory mortgage. At an independent mortgage the pledgee is the credit organization, and the commercial organization can be the pledger. The maximum term of an independent mortgage in Russia will  continue 30 years.

In the German right is reflected the specific meaning of an independent mortgage. There was created an abstract form of pledge in a semblance of "a land debt" (Grundschuld) for protection of the conscientious purchaser of mortgage paper against invalidity of the main obligation. This independent real for receiving of a certain amount of money from real estate  without the indication of circumstances in the land book, so-called "the real bill" [4]. If payments are periodic, Grundschuld turns into "a rent debt" (Rentenschuld). These forms are connected in one concept "Gült" (the income from the land plot) In Switzerland.

The rent debt has external similarity to the right of real deliveries which appears in Russia (chapter 20.6 of the Draft of the Civil Code of the Russian Federation). Before revolution such right was called by "patrimonial deliveries". However the German land (rent) debt belongs to a type of pledge of real estate together with a mortgage [2; 3]. The right of real deliveries isn't pledge, but to this right rules of a mortgage about the collecting address on property if the owner of real estate doesn't fulfill the obligations can be applied. The owner is obliged to give out to the creditor goods, money, work or service, except using the burdened real estate. Real deliveries can be established during the citizen’s life or for the term of no more than 100 years, and stop in case of death of the owner of the right or on prescription if he doesn't demand delivery within 5 years or when the real estate perishes. In Germany the similar right is called real encumbrance (Reallasten) on which the person can derive periodical benefits, but only from the land plot (§ 1105 BGB). Unlike a monetary rent debt benefit at real encumbrance can be any, and real encumbrance isn't pledge, norms are in other section BGB [2; 4].

In Russia for a turn of a ipoteka the mortgage security is used: at an accessory mortgage – a nominal documentary security; at an independent mortgage – an order security the rights on which passes by means of a transfer inscription (endorsement).      In Germany allocate two types of a mortgage: documentary (Briefhypothek) and book (Buchhypothek). The documentary mortgage is established after transfer by the owner of the land plot of the mortgage certificate to the creditor. The court of the first instance which keeps the land book in the district can grant the certificate. The book mortgage arises when the mortgage certificate isn't granted and record about a mortgage exists only in the land book [3].    

So, as a result of reform of the real right in Russia there is an independent mortgage and real deliveries in which the most effective designs of the German civil right are reflected. It has to promote development of a civilized civil turn.     

 

Literature:

 

1.     Проект № 47538-6 Федерального закона «О внесении изменений в части первую, вторую, третью и четвертую Гражданского кодекса Российской Федерации, а также в отдельные законодательные акты Российской федерации» (далее Проект изменений ГК РФ) // http://consultant.ru/

2.     Bürgerliches Gesetzbuch, BGB (German civil code, 1896). // http://www.gesetze-im-internet.de/bgb/

3.     Основные институты гражданского права зарубежных стран / Отв. ред. В.В. Залесский. М., 2009. С. 552 – 589.

4.     Покровский И.А. Основные проблемы гражданского права. М., 1998 // Классика российского права // http://civil.consultant.ru/elib/