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Successions · Case commented

Renunciation of an inheritance deferred by will

Anonymized summary · Document examined: document prepared for notary

A document prepared for notarization included the pure and simple renunciation of a person named heir. The exhibition identified the will and the background of the succession.

What was proposed

The central issue was to document the decision not to accept the inheritance in the terms expressed. The localized text does not allow us to deduce, by itself, who would later receive the assets or the specific tax effects of the operation.

Keys to understand the case

The case shows the difference between expressing a decision and verifying its formalization and consequences in the entire succession. To understand it, you must read the renunciation along with the will and the remaining actions. The review does not offer a general recommendation to renounce the inheritance nor does it attribute to the draft an unverified notarial grant.

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