Frequently asked questions about Famille

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After their retirement, my parents moved to Portugal, where they bought a house. My father has passed away, and we need to appraise this residence for the inheritance declaration. How should we proceed ?

Generally, when the deceased owned real estate, the value to be considered for the inheritance declaration is the market value on the date of death (Article 761, paragraph 1 of the General Tax Code and BOI-ENR-DMTG-10-40-20 §20). This is the value that would be obtained if the property were sold…
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My aunt is widowed and has no children. I heard she might be under guardianship. How can I verify this?

If your aunt has been placed under a protective measure by a court judgment (guardianship or curatorship), it is noted on her birth certificate (Article 444 of the Civil Code). You can request a copy of her birth certificate from the town hall of the municipality where she was born.
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4 years ago my father took out a loan to buy his house. The bank then registered a mortgage on the property. We recently had him placed under curatorship. We've just learned that he hasn't paid the last instalments and that the bank is threatening to...

...seize his house. Is this possible despite the protective measure? Yes. The protection of the protected person's home has the effect of limiting the acts that his representative can perform (art. 426 C. civ.). However, this does not mean that the property cannot be seized by creditors, in this case…
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I have an adult disabled child. I'd like to be able to choose the person in charge of his or her interests in the event of my death. Is this possible?

Yes. It is possible to draw up a "future protection" mandate before a notary, in which you appoint a trustworthy person to look after your child's interests. You must be materially and emotionally responsible for your child at the time the mandate is signed, and the child must be unable…
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