Applying for a restricted certificate of sole inheritance
A sole heir certificate attests that you are the sole legal successor to the deceased. This is the case if the deceased person has designated you as the sole or universal heir in the will or on the basis of an inheritance contract. Or if you succeed to the estate as the sole heir within the framework of intestate succession because all other co-heirs have renounced the inheritance.
You can also apply to the probate court for a restricted certificate of inheritance. If there is an estate abroad in the form of objects, this certificate of inheritance is limited to the estate located in Germany.
Requirements
- You are the sole heir
- You inherit property in Switzerland and abroad.
Applications / forms
Forms:
Online procedure possible:
Written form required: no
Personal appearance required:
- for application: no
- for declaration in lieu of an oath: yes
Which documents are required?
- Identity card or passport
- Death certificate of the deceased person, i.e. the testator
- If applicable, documents to document the status as legal heir, for example
- family register
- Birth certificates,
- marriage certificate
- Information on whether there is a lawsuit regarding your inheritance rights
- Proof of why certain persons who would actually be (co-)heirs are not heirs, for example:
- Death certificates
- Declarations of inheritance
- Declarations of renunciation of inheritance
- If applicable, submission or details of wills or inheritance contracts
- for married couples: Proof of the matrimonial property regime
- for registered civil partnerships: Proof of the state of assets
- Statement or proof that the estate is located abroad
What are the fees?
- The amount of the fees depends on the value of the estate in Germany after deduction of the deceased's debts.
- The issuing of a sole certificate of inheritance by the probate court costs, for example
- for an estate value of EUR 30,000 EUR 125.00,
- EUR 273.00 for an estate value of EUR 100,000 and
- EUR 935.00 for an estate value of EUR 500,000.
- In addition, you must pay fees of the same amount for the notarization of an affidavit at the probate court or with a notary. You may also have to pay writing expenses and VAT.
Process flow
You must apply for a certificate of sole inheritance at the competent probate court (local court):
- Submit an informal application there for a certificate of sole inheritance and attach all the necessary documents.
- Alternatively, you can submit the application
- via an authorized person, such as a notary or lawyer, or
- declare it to the court for the record.
- Make an affidavit in person before the local court or before a notary public. In doing so, you confirm that you are not aware of anything that contradicts the accuracy of the information you have provided in the application for a certificate of inheritance.
- This is not necessary if the local court waives this requirement.
- If a notary notarizes the declaration in lieu of an oath, this person can also notarize the application for a certificate of inheritance.
- The local court will check your entitlement and issue the certificate of inheritance.
What deadlines do I have to pay attention to?
You do not have to meet any deadlines.
Appeal
- Appeal
- Application for revocation of the certificate of inheritance
Author
The text was automatically translated based on the German content.