Succession: “Can my sisters hide my mother’s will?”

In the “big savings meeting” (capital / radio heritage), Nathalie Couzigou-Suhas, notary in Paris, responds to an auditor who wonders about her rights concerning the will of her mother.

Capital video: Should my sisters send me my mother’s will?

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Each month, the “big savings meeting” (capital / radio heritage) answers your questions in the “your questions, our answers” sequence. Our experts – notaries, taxpiens, specialists in transmission – support you on all your issues related to your assets, whether inheritance, investments or taxation. Today, Nathalie Couzigou-Suhas, notary in Paris, responds to Pascale, whose sisters did not transmit to her the will of their mother who died in November 2024. Pascale would also have had to pay to consult the will, and has not had any news since.

The expert is formal: “Pascale is heir to her mother, of course. As a girl, she is a reservation heiress. Even if a will had been written to deprive it of inheritance, it is entitled to its share of reserve, a quarter of the heritage, since they are three sisters. ”

The notary may need three to four months to establish a state of the heritage

Regarding the amount of 200 euros paid by Pascale to obtain a copy of the will, Nathalie Couzigou-Suhas specifies: “It is unlikely that this sum corresponds to obtaining the will itself. This is undoubtedly a provision for costs within the framework of the settlement of the succession. The notary, as a public officer, is not remunerated by the State, but he perceives fees for the work done. “

Finally, on the period of settlement of the succession, our specialist recalls: “The tax authorities grant a period of six months to file the declaration of succession when the inheritance exceeds 50,000 euros. However, this process often takes time, because the notary must question all financial organizations (banks, insurance), which may require three to four months to establish a specific state of heritage. ”

In conclusion, Pascale must ensure that her sisters respect the legal procedure. It can get closer to the notary in charge to obtain clarifications on the progress of the succession.

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