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GERMANY INHERITANCE LAW - STUDIO LEGALE BOTTINO [EXPERTISE IN BOTH ITALIAN AND GERMAN LAW]

WWW.STUDIOLEGALEBOTTINO.IT

In principal, German international inheritance law refers to the jurisdiction of the country the deceased was a national of. However, such foreign jurisdictions often refer back to the jurisdiction of the country where real estate is located or where the deceased has his domicile. As a result, German law could apply although the deceased was a foreign citizen.

Unless the deceased arranges his succession by making a will or concluding a contract affecting the devise of his property his spouse and his descendants are called to succession. Should no descendants exist his parents and their descendants will be entitled to inherit. Consequently, the widespread assumption that the spouse is always entitled the sole inheritance is wrong in most cases.

Unless the spouses have not agreed otherwise the respective law of such country would apply where the spouses had their habitual residence at the time of the marriage. German law provides different inheritance quota dependant on the matrimonial property regime. Thereby, the law distinguishes between the separation of property, the joint property and the community of surplus. Foreign property regimes are somewhat adjusted in order to fit with the German legal inheritance system.

In Germany testamentary freedom is granted. However, should the deceased have left behind a will disinheriting his spouse or close relatives by blood they are entitled a compulsory share. Such situation occurs regularly if spouses make a mutual testament appointing the other one as sole heir and thereby disinheriting their children. The compulsory portion amounts to half of their legal share which the disinherited individual would get in an intestate succession. It is not possible to circumvent the compulsory share by donating the property to the beneficiary in one´s lifetime instead of bequeathing it. Such donations would be added to the value of the estate when computing the compulsory share. Please note that nonetheless donations and testaments are valid. Therefore, an individual entitled to a compulsory portion only is an outsider and thus has no rights regarding the assets forming the estate. Furthermoe, it is up to him to lodge his money claim against the testamentary heirs.

Probate in Germany There is no such thing in Germany. It is up to the inheritors who form a community to administrate and distribute the estate. In order to facilitate the settlement of the estate the testator can appoint an executor of the will. As an additional measure he can give to his spouse a power of attorney regarding his property which shall remain effective after his death.

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