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Time scale for Settlement of estate after death - Page 2

Roysjag

Posted: Mon Jan 30, 2023 2:18pm

Roysjag

Original Poster

Posts: 4

Location: Los Montesinos

Joined: 18 Dec 2022

Posted: Mon Jan 30, 2023 2:18pm

Kimmy11 wrote on Sun Jan 29, 2023 10:56am:

Hi Roysjag,

I can't find a registration for "Maria Pilar Paredes Hurtado" on Alicante's Colegio de Abogados, so I agree with Bee that it's unlikely she's a lawyer.

I think you should appoint a qualifed and registered lawyer ("abogado") to act on your father's behalf as soon as possible.  When my friend's husband died, she used Ábaco Advisers in Torrevieja:

https://www.abacoadvisers.com/inheritance

Even then, it was a long process - and she was living in Spain, so I was easily able to take her to meetings at Abaco's offices.

I can also personally recommend Ábaco, as they are my tax advisors.

I also find it strange that your aunt's body was left to science.  Whilst this is possible in Spain, she would have needed to apply for a body donor card and should have specified it in her Will.  But in any event, this option was suspended during Covid and only a few Universities have since reinstated their donor programmes.  It's not clear from Valencia's website whether the University is accepting bodies and whilst they're highly unlikely to discuss a specific case with you, a call to the relevant department should establish whether this is still possible in principle.  It's worth noting that a donor who dies in this area can only donate their body within the region, i.e. their body could not be sent, for example, to Andalucia or Catalunya.

https://www.uv.es/uvweb/human-anatomy-embryology-department/en/body-donations-1285855156013.html

Also, in the absence of any contact with a family member prior to disposal, did the carer or Marie Consulting have a Power of Attorney to act for your aunt in these matters?

Kind regards, 

Kim

Thankyou for your reply’s bee and Kim, 

 My father is assuming that Maria of Marie consulting  is a solicitor and had the power of attorney, on my initial and only contact with Maria I asked the question of the will and she replied she had possession.

On finding the correct email address  I subsequent asked a numbers of questions relating to a copy of the will and time scales, but received no reply.

Being a suspicious person with no evidence of my aunties death ultimately she’s a missing person.

This is why I made contact with the forum to establish if in Spain it’s the normal state of affairs.

Tegards

dinnerout

Posted: Mon Jan 30, 2023 3:04pm

dinnerout

Legendary helpful member

Posts: 2195

2447 helpful points

Location: Beniarbeig

Joined: 18 Sep 2015

Posted: Mon Jan 30, 2023 3:04pm

Roysjag wrote on Mon Jan 30, 2023 2:18pm:

Thankyou for your reply’s bee and Kim, 

 My father is assuming that Maria of Marie consulting  is a solicitor and had the power of attorney, on my initial and only contact with Maria I asked the question of the will and she replied she had possession.

On finding the correct email address  I subsequent asked a numbers of questions relating to a copy of the will and time scales, but received no reply.

Being a suspicious person with no evidence of my aunties death ultimately she’s a missing person.

This is why I made contact with the forum to establish if in Spain it’s the normal state of affairs.

Tegards

This is a stressful and sad situation for you and my sympathies are with you.

When I look at the publicity card you po sted earlier in the thread I became slightly suspicious because the firm advertises 'Legal Services' something anyone can do in Spain without being a qualified Abogado. I doubt she is qualified but that's just my personal assessment. 

I would appoint a new (recommended) Abogado and ask them to obtain for you a copy of the death certificate from the Register in Madrid. Once they have done that I think - in view of the lack of support you're receiving - ask that Abogado to sequester the Will from Marie Consulting and to execute it on your behalf.

Kind regards, Steve

Edit.... just read all the replies and now realise this advice has already been provided! Apologies...

Cooky55

Posted: Thu Feb 2, 2023 8:28am

Posts: 1

Location: Benissa

Joined: 4 Jan 2023

Posted: Thu Feb 2, 2023 8:28am

Madcatwoman wrote on Sun Jan 29, 2023 12:26pm:

Hi,

Regards donating her body to science my partner and I have chosen this option and are registered with Alicante University for this.  We both have the donor cards.

They are accepting bodies that were already registered but not any new applications.

If you would like any more information just send me a private message as I'm not at home at the moment so don't have the contact details. 

I agree with Kim that Abaco advisors are very good and used to do my Dad's taxes so contact them and I'm sure they'll be able to help.

Generally better to get a will written saying it’s under English & Welsh law

Georgetheseventh

Posted: Sun Feb 5, 2023 3:14pm

Georgetheseventh

Helpful member

Posts: 347

166 helpful points

Location: Catral

Joined: 21 Sep 2018

Posted: Sun Feb 5, 2023 3:14pm

Kimmy11 wrote on Wed Jan 25, 2023 10:10pm:

Hi Roysjag and welcome to the forum.  I'm sorry that your first post is a sad one, please accept my condolences on the loss of your auntie.

Regarding the formalities of inheritance, Madcatwoman has already covered the important issues, i.e. that the Inheritance Deed must be completed within 6 months of death and that Inheritance Tax must be paid before the inheritance is finalised.  Assuming your auntie made a Spanish will, the ...

...lawyer should apply to the central repository in Madrid to obtain a copy.  They should also arrange calculation of the inheritance tax and draw up the Deed.

Are you also in the UK, or are you in Spain?  What contact details do you have for the lawyer?  Have you been calling or writing to them?  If you're here, it would be ideal if you could visit the lawyer's office.  If not, and you'd be happy to share the details you have, one of us may know of them and could advise further.

Kind regards,

Kim

Hi Kimmy, perhaps you could comment as you always seem to be very well informed on most subjects. i have neighbors who plan to sell property as they were told if one dies then the other gets a huge tax bill of around 30 percent of house value. Wife and i jointly own our house and are residents now for 4 years and are British. I know you should really seek proper legal advice but  if anyone has insight or experience of this it would be much appreciated. Thanks George.

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Stephanie86

Posted: Sun Feb 5, 2023 4:28pm

Stephanie86

Legendary helpful member

Posts: 2801

2108 helpful points

Location: Lliber

Joined: 4 May 2017

Posted: Sun Feb 5, 2023 4:28pm

Proper legal advice should be sought as inheritance taxes are not necessarily a flat rate across the board; there are various scales which vary according to different relationships and circumstances.

Kimmy11

Posted: Mon Feb 6, 2023 9:53am

Kimmy11

Legendary helpful member

Posts: 6872

12569 helpful points

Joined: 8 Aug 2017

Posted: Mon Feb 6, 2023 9:53am

Hi George,

Your neighbour should seek inheritance tax advice before being scared into selling their property.  There are so many variables associated with this, not least because the regional governments apply their own laws in addition to the Spanish national law.  Comunidad Valenciana has some of the most generous allowances such that, in some instances, a surviving spouse may pay no inheritance tax at all.  There will, however, be legal fees to be paid for drawing up and submitting the Inheritance Deed, which must be done within 6 months of the death, otherwise fines will be incurred.

In addition to inheriting the home, a lesser known fact is that a car needs to be inherited too and it's important to include that in the Inheritance Deed as well.  When my friend's husband died, even though the car had been purchased jointly, she had to formally inherit her husband's half of it before she was able to re-register it into her own name.  It would have been much simpler if they'd transferred the car to her name while he was still alive, but I don't know how many of us would have the presence of mind to think about such practicalities at the time.  I think that forward-planning, with a specialist who can assess your specific circumstances, is vital.

https://www.abacoadvisers.com/inheritance

Kind regards, 

Kim

Georgetheseventh

Posted: Tue Feb 7, 2023 9:22am

Georgetheseventh

Helpful member

Posts: 347

166 helpful points

Location: Catral

Joined: 21 Sep 2018

Posted: Tue Feb 7, 2023 9:22am

Kimmy11 wrote on Mon Feb 6, 2023 9:53am:

Hi George,

Your neighbour should seek inheritance tax advice before being scared into selling their property.  There are so many variables associated with this, not least because the regional governments apply their own laws in addition to the Spanish national law.  Comunidad Valenciana has some o...

...f the most generous allowances such that, in some instances, a surviving spouse may pay no inheritance tax at all.  There will, however, be legal fees to be paid for drawing up and submitting the Inheritance Deed, which must be done within 6 months of the death, otherwise fines will be incurred.

In addition to inheriting the home, a lesser known fact is that a car needs to be inherited too and it's important to include that in the Inheritance Deed as well.  When my friend's husband died, even though the car had been purchased jointly, she had to formally inherit her husband's half of it before she was able to re-register it into her own name.  It would have been much simpler if they'd transferred the car to her name while he was still alive, but I don't know how many of us would have the presence of mind to think about such practicalities at the time.  I think that forward-planning, with a specialist who can assess your specific circumstances, is vital.

https://www.abacoadvisers.com/inheritance

Kind regards, 

Kim

many thanks Kimmy, i will pass your advice along to my neighbors, and it eases my mind also, but as you say you need to seek professional advice to be sure.

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