I am in the process of a divorce by mutual consent. My ex-spouse and I purchased a property under the Pinel tax scheme, and the commitment period ends in three years. Can we sell it before this deadline, and what steps should we take?

Yes… but If the divorce occurs during the rental commitment period, one of the ex-spouses may, subject to compliance with all conditions attached to this tax incentive scheme, request to take over the commitment for their own benefit. Otherwise, the tax reduction will be revoked. It is also accepted that…
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My father has passed away. The notary handling the estate only shows me a copy of his will and informs me that the original is with another notary. Is this legal?

Yes. Only the notary who holds the will (to whom your father entrusted it) is the custodian of the original. As soon as he is informed of the testator’s death, he must immediately draw up a report of opening and condition of the will, specifying the circumstances of its deposit…
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My husband has passed away. We lived in a home that had been gifted to him by his parents. This gift included a right of reversion that his parents now wish to exercise. Do I still have a lifetime right of use and habitation over this property?

No. The surviving spouse may claim a lifetime right of use and habitation over the property that was their main residence at the time of the spouse’s death, provided it belonged to the couple or to the deceased (Article 764 of the French Civil Code). However, case law (a body…
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I am the beneficiary of a spousal gift in which my late husband granted me the usufruct of his entire estate. Can I choose to take only the usufruct over our main residence and not over the entire estate?

As a reminder: A spousal gift (donation entre époux) is a notarised deed intended to maximise the rights of the surviving spouse without disinheriting the children (Article 1094-1 of the French Civil Code). Yes. Provided there is no prohibition stated in the spousal gift and as long as a statutory…
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I am a Swiss tax resident. My mother, who passed away this year, lived in France in a house she owned and did not make a will. Can I appoint a notary in Switzerland?

Yes, but… The law applicable to your mother’s estate is French law, since her tax residence was in France. You may choose any notary you wish, but only a French notary can file the deeds recording the transfer of ownership of your mother’s real estate with the Land Registry (Article…
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I wish to make a will in favour of my partner to grant him the usufruct of our home. My notary advises me to exclude Article 917 of the French Civil Code to avoid joint ownership. Can you explain why?

Article 917 of the French Civil Code allows the reserved heirs, if their reserved share is encumbered by a legacy in usufruct, either to accept it or to request that the disposable portion be allocated to the legatee. This second option creates joint ownership between your partner and your children…
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After my mother’s death, my father and I invested the inheritance money in a capitalisation contract, under which he holds the usufruct and I hold the bare ownership. Can he redeem the contract without asking for my consent?

Yes, but… In a dismembered capitalisation contract, the usufructuary has the right to manage the contract and to make redemptions (partial or total) without the bare owner’s consent (Article 578 of the French Civil Code), unless otherwise stipulated. However, upon termination of the usufruct, the usufructuary must return to the…
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I am currently undergoing a divorce by mutual consent. My husband and I did not enter into a prenuptial agreement. I have fallen in love with a property. Can I sign a preliminary sale agreement on my own?

Yes. You may sign a preliminary sale agreement on your own; however, the property will be considered joint property if the purchase is completed before the effective date of the divorce, which is the date on which the divorce agreement is filed with a notary. Unless the spouses have agreed…
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It is a matter of public knowledge that I am my father’s daughter, but he never acknowledged me. He passed away last year. The notary tells me that I am not his heir unless a legal parent-child relationship is established. What does this mean?

To be considered an heir, you must be officially designated as his daughter. Since he can no longer acknowledge you, you may establish possession of status either by a notarised affidavit (Article 310-1 of the French Civil Code) or by a court judgment (Article 330 of the French Civil Code)…
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I rent an apartment to a 68-year-old tenant. I wish to take it back to live in because it has an elevator, which is useful for me at 70. I have been told that my tenant is protected and that I cannot give notice. Is this true?

No. You may reclaim your property because the statutory protection granted to the tenant under Article 15 of the Law of 6 July 1989 does not apply if the landlord is over sixty-five years of age or if his annual income is below the applicable resource ceiling for the allocation…
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