Maître Laetitia NICAUD

Avocat au barreau du Tarn-Garonne

Compétences : Droit de la famille, des personnes et de leur patrimoine, Droit du crédit et de la consommation, Droit immobilier

Barreau : Tarn-et-Garonne

Adresse : 13 rue Henri Marre 82000 MONTAUBAN

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Publié le 17/12/2020

POINT SUCCESSION

Article juridique - Droit de la famille, des personnes et de leur patrimoine

Par Me Laetitia NICAUD

POINT SUCCESSION

Quand faut il se rapprocher d'un Notaire suite au décès d'un proche ?

Dans les 6 mois.

Pourquoi ?

Passé ce délai, si des droits de succession sont dus, ils peuvent être majorés.

NB: il existe des exonérations pour certaines situations, à concurrence d'un montant déterminé.

Qu'est ce que la déclaration de succession ?

Le document par lequel l'administration fiscale est officiellement informée du décès.

Les ayants droits sont mentionnés.

Elle permet la détermination des droits de succession.

Qu'est ce que l'acte de notoriété ?

Le document par lequel les héritiers sont désignés, ainsi que la part qui leur revient.

NB : en l'absence de bien immobilier, et si la succession est inférieure à 5000 euros, la qualité d'héritier peut être prouvée par une attestation. Autrement, la charge d'établir l'acte de notoriété incombe au Notaire.

Je pense être bénéficiaire d'une assurance-vie, mais je n'en suis pas certain, ou n'en détiens pas la preuve ?

Il suffit d'interroger le service AGIRA : https://www.formulaireassvie.agira.asso.fr/

Suis je mentionnée dans le testament d'une personne décédée ?

Il est possible de consulter le fichier central des dernières volontés :

https://www.adsn.notaires.fr/fcddvPublic/profileChoice.htm

Cela ne vaut que pour les testaments ayant été enregistrés.