Frequently asked questions about Succession

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Our father passed away. He had remarried and we are 3 children from the first marriage. Our mother-in-law refuses to disclose the information she has on our father's bank accounts. Can the notary in charge of the succession identify them?

Notre père est décédé. Il était remarié et nous sommes 3 enfants du premier lit. Notre belle-mère refuse de communiquer les informations qu’elle détient sur les comptes bancaires de notre père. Le notaire en charge de la succession peut-il les identifier ? Yes . Indeed, law n° 2014-617 of June…
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I wish to grant a loan of €60,000 to one of my children Am I obliged to call on my notary to draw up the loan contract?

No, but it is preferable. In accordance with article 1359 of the civil code, a writing is required when the sum lent is greater than 1500 €. The use of a notary is recommended to avoid any dispute, especially between your heirs. Indeed, you are assured that the deed will…
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My cousin passed away. She was married but separated from her spouse. She had no children, no siblings and her parents passed away as well. In her will, she bequeathed all of her real estate to me. My notary tells me that if I give up (...)

... her property will revert to her spouse. Is it correct? Yes . Renunciation of a bequest has the effect of rendering the testamentary disposition null and void (art. 1043 C. civ.). The devolution of inheritance then takes place as if this provision had never existed. Since your cousin has…
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My father has just passed away. I am currently involved in a dispute with my brother who believes that I have been advantaged because our father financed my higher education. Are these amounts reportable to the estate?

No. In principle, the law provides that education costs are not reportable to the estate (article 852 of the Civil Code), just like the costs of food, maintenance, learning, ordinary equipment costs, wedding gifts and usual gifts. However, this legal exemption from reporting to the estate only applies if your…
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