Succession and Notary: legal experts in estate settlement

Updated on Friday 13 March 2026

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My father passed away a long time ago. My paternal grandfather has just passed away. My brother and I are his heirs. Can each of us benefit from the €100,000 tax allowance applicable to children?

No. When an heir has predeceased (in this case, your father died before his own father), his heirs represent him in the estate to be settled. For the mechanism of representation to apply, there must be a plurality of branches (in practical terms, your father would have needed to have…
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I chose usufruct in my late husband’s estate. His children (bare owners) now want to convert my usufruct in the main residence into capital. Can they force me?

No. The law allows conversion of usufruct into money in the form of a life annuity (Civil Code, Article 759). Without agreement, the judge decides (Article 760). However, if the usufruct concerns the surviving spouse’s main residence, the judge cannot order conversion against the spouse’s will (Article 760).
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I signed a revelation contract suggested by a genealogist at home yesterday. Upon reflection, I realize the payout percentage is too high. Can I retract and cancel everything ?

Yes. The revelation contract proposed by a genealogist is subject to consumer protection rules ( Rep. Min. Pajon au JOAN du 23-10-2000 n° 50427 ), and consequently to the rules concerning door-to-door sales. You therefore have the 14-day withdrawal period provided for in Article L.221-18 of the Consumer Code applicable…
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Following the death of my mother, I inherited her apartment. I wish to sell it. What is the acquisition value to be used in order to determine the amount of the real estate capital gain?

The capital gain carried out on the sale of a property is equal to the difference between the sale price and the acquisition price. When the property was received following a death, the acquisition price corresponds to the value retained in the declaration of succession (art. 150 VB, I, CGI).
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My mother has just passed away. We are three children, but we have not heard from one of my brothers for many years. Can the estate be settled without him?

No. Dividing an estate requires the participation of all heirs. The notary will suggest hiring a genealogist to locate your brother. If these efforts fail, the guardianship judge may, at your request and with supporting evidence of your brother’s disappearance, issue a judgment of presumption of absence (Art. 112 Civil…
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