Inheritance right of spouse
Since 2001, the surviving spouse is treated as a true heir except, if there has been a divorce or separation. But, the children of the deceased or members of his in-laws (heirs reserving) will limit his rights.
Rights of the surviving spouse and inheritance
If a deceased has surviving children born of the union with his/her surviving spouse:
The surviving spouse can inherit either the usufruct of the deceased 's property (i.e. the right to use the property or enjoy the income from it) or theownership of one quarter, at his/her choice. It is very important for the surviving spouse to make this choice properly as any other heir may request that he/she does so.
Unless the surviving spouse has chosen in writing within three months of the heir making such a request, the surviving spouse is considered to have opted for the usufruct.
The solution is the same if the surviving spouse him/herself dies before making a choice. The differences between usufruct and freehold are important, but once again, no solution is either all good or all bad in itself. Every case is different. You should therefore ask your notaire to examine the situation before you take any decision which is theoretically final. The usufruct owned by a spouse can be converted into a life annuity if the spouse or an heir so asks.
If there is disagreement, you can apply to a judge provided no final division has been made. However, the surviving spouse must always give his/her consent before the usufruct of his/her main residence and the movable property it contains is converted.
Usufruct can also be converted into capital, but again the mutual agreement between the surviving spouse and the heirs is required.
If the deceased spouse has children other than those from the union:
The surviving spouse has no choice but to accept ownership of one quarter of the deceased's property.
If the deceased spouse leaves no children but or survived by his/her father and mother:
The surviving spouse receives half of the deceased's property while the parents receive one quarter each.
If the deceased spouse only leaves his/her father or mother:
The surviving spouse receives three-quarters of the property while the parent receives the remaining quarter.
If the deceased spouse has no children, grandchildren, father or mother:
The surviving spouse will inherit the entire estate other than property the deceased received as gifts or inheritance from his/her ascendants (parents or grandparents) and who still exist in the succession. Half of this property reverts to the brothers and sisters of the deceased or their children or grandchildren.
It should also be borne in mind that under all circumstances, the surviving spouse is entitled to the free enjoyment of the accommodation that was the couple's main residence and use the furniture it contains for one year after the death.
If the surviving spouse is the tenant of the premises, the rent is deducted from the estate, i.e. it must be paid by the other heirs.
Note: the rules set out below are valid only in the absence of a will made by the deceased. If a will has been established, a notaire must be consulted to determine the share of the surviving spouse.
Rights of the surviving spouse and accomodation
Temporary housing allowance (for one year)
In all cases, the surviving spouse is entitled to the free enjoyment of the dwelling occupied as the principal residence and of the furniture furnishing it for one year after the death.
If the surviving spouse is the tenant of the dwelling the rents are to be borne by the estate, ie the heirs.
Right to life (right of permanent residence)
In addition, unless the deceased spouse has expressed a wish to the contrary in a notarised Will, the surviving spouse is entitled to live in the accommodation that was the couple's main residence and use the furniture it contains that are part of the estate until his/her own death.
In order to exercise this right, the surviving spouse must claim it within one year of the death. It is important to get in touch with your notaire very quickly if you are to protect your rights. At this stage an inventory of themovables and a report on the condition of the building may be drawn up inorder to avoid disagreements.
Under exceptional circumstances, if the accommodation is no longer suitable for the surviving spouse's needs, he/she may let it out for non-commercial, non-agricultural use in order to receive income for use on other accommodation such as a retirement home. This right of use and accommodation is deducted from the share of estate collected in full ownership by the surviving spouse. If the value of this right is lower than the surviving spouse's share of the estate, he/she is entitled to have it topped up. Otherwise the surviving spouse retains the entire profit and owes nothing to the other heirs. The surviving spouse and the other heirs may come to an agreement to convert this right into a life annuity or a capital sum.
Moreover, the law favours the surviving spouse when allocating the couple's main residence and the
furnishing it during the division of an estate.
Time period for payment may be granted to the surviving spouse if, during the division he/she is found to owe monetary compensation to the other heirs.
Finally, if the surviving spouse is in financial difficulties, he/she may, within one year of the death, claim an allowance from the other heirs.
- My brother and I inherited a house when our parents died. My brother refuses to pay his share of the property tax. Are we in solidarity and do I have to pay for it?
- On the web, it is mentioned that the deed which is listing people who will receive the inheritance costs €57,69. My notary asks me €250. Are his fees priced?
- Is a notary compulsory in an inheritance partition?
- I inherited a property during my marriage. I would like it to be included in the community of property existing between me and my wife. I do not want to make a change of diet. Is it possible to use a Property Investment Company?