Frequently asked questions about Succession

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A question ? Need help ?

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…

No. It is perfectly possible to break the equality between heirs. However, the notary will have to ensure that your share does not encroach on the hereditary reserve of your coheirs. If this is the case, they will be entitled to claim, "financial compensation" from you, known as a "reduction…

No. Representation in matters of succession is a legal fiction allowing the heirs of a person to take their place in an estate because they are not present (due to renunciation or death). For this mechanism to apply, there must be a plurality of branches (in practice, your mother would…

Yes. Article 368-1 of the French Civil Code provides that the estate of a person who was adopted under a simple adoption is divided into two parts: one half goes to the biological family, and the other half to the adoptive family (Article 738-1 of the Civil Code).

Frequently asked questions about Succession

A question ? Need help ?

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 ?

My father just passed away and we are three of his children. He had drawn up a will that benefited me to the detriment of my brothers and sisters. The latter are contesting his will. Can they do so?

Life insurance: how do you draft a beneficiary clause?

My mother passed away 10 years ago. Her brother has just died, and there are two heirs (my sister and I). Will we benefit from the tax allowance that my mother could have claimed if she had survived her brother?

My friend passed away. She was unmarried, had no children, and no siblings. Her biological parents are still alive, and she had been adopted (simple adoption). Do the adoptive parents inherit?