At A-Z Paperwork, we can help you with the paperwork and procedure involved in the acceptance of an inheritance, the change of ownership of the immovable property included in the estate of the deceased, the formalities at the Land Registry and the formulation and payment of the derived Tax of Successions and Donations, as well the Municipal Plusvalia (increment in value of the land).
This is the document in which the testator states his last will. To make a will properly, it is necessary to have a good advice, to make sure that all the provisions are made according to the applicable laws, and to be aware of the tax consequences derived from the different clauses set out in the will. In Spain, the Notary is responsible for the custody of the original document which consists of the last will and testament, and which is kept in the Notary’s archive in a confidential manner, so that only the beneficiaries can find out if a will exists and what it states, and only upon the death of the testator.
The Certificate of Inheritance
This is the only document with which one is able to acertain if a person has made a will, and before which Notary it has been signed. This document is absolutely necessary for the performance of any act related to the succession.
Statement of Heirs
This is also known as the record of declaration of heirs “ab intestato”, and indicates the correct way to proceed with the repartition of the property included in the estate when the deceased did not make a will.
This is the only official document which proves that a person has died. It is possible to obtain different types of death certificates:
- Extracts or Literals: Extracts are a summary of the information recorded in the Civil Registry relating to the death, whilst the Literal is a literal copy of the inscription, which contains the full data.
- Ordinary, International (multilingual) or Bilingual: The Extracts can be of various types depending on the language in which they are required to be issued. The Ordinaries are those issued in the Castilian language. The Internationals are those issued in the official languages of all the countries signatories of the Agreement of Vienna of 8 September 1976, which are Spain, Germany, Austria, Belgium, France, Germany, Greece, Italy, Luxembourg, Netherlands, Portugal, Switzerland, Turkey, Slovenia, Croatia, Macedonia, Bosnia, Serbia, Poland, Montenegro, Moldova, Lithuania, Estonia, Romania and Bulgaria. Finally, the Bilingual Certificates are those in which the two official languages of an Autonomous Spanish Community appear due to the co-official status of those languages in the given Community.
Payment of taxes
Regarding the derived taxes on the acceptance of an inheritance or a gift, as well as the Municipal Plus Valia, whether you are a Spanish Resident or a Non-Resident, at A-Z Paperwork we will be glad to assist you.