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Old 08.02.2011, 08:08
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Inheritance Law Question

Hi,
I was wondering how inheritance law applies to grandchildren in Switzerland.
My grandfather passed away recently. The only surviving relatives are my uncle (and his children) and me and my two sisters (our mother passed away a few years ago).
Are we entitled to our mother's share of the inheritance or will all go to my uncle??
Thanks for your help!
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Old 08.02.2011, 09:03
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Re: Inheritance Law Question

Assuming that your grandfather is Swiss and that he died in Switzerland and that Swiss inheritance law will therefore apply, you are entitled to the share that would have gone to your mother. If your grandfather died intestate(i.e., no will), the estate will be divided equally between your uncle and your mother's children, i.e. your uncle gets 1/2, you and your sisters each get 1/3 of the other half. If there is a will, you and your sisters still have a statutory entitlement, i.e. there is a certain amount of the estate that by law will pass to you and your sisters.
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Old 08.02.2011, 09:45
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Re: Inheritance Law Question

And of course to the people who collect inheritance tax..

But apparently the treashhold for paying this is 60k

There is a lot on the internet.
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Old 11.02.2011, 05:23
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Re: Inheritance Law Question

Thanks a lot for the info!!
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Old 15.11.2015, 14:47
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Re: Inheritance Law Question

I have a joint account with my mother in a bank in switzerland. She passed away what happens to the balance
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Old 15.11.2015, 14:49
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Re: Inheritance Law Question

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Hi,
I was wondering how inheritance law applies to grandchildren in Switzerland.
My grandfather passed away recently. The only surviving relatives are my uncle (and his children) and me and my two sisters (our mother passed away a few years ago).
Are we entitled to our mother's share of the inheritance or will all go to my uncle??
Thanks for your help!
http://lmgtfy.com/?q=inheritance+law+switzerland
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  #7  
Old 15.11.2015, 15:17
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Re: Inheritance Law Question

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I have a joint account with my mother in a bank in switzerland. She passed away what happens to the balance
Is it a joint account or one with a POA that does not expire on death?

The easiest thing to do is just take the balance yourself, which may or may not have been your mothers wishes.

Where did your mother live & was her Swiss account declared to het tax authorities. Swiss law on inheritance is possibly irrelevant.
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Old 15.11.2015, 22:37
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Re: Inheritance Law Question

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And of course to the people who collect inheritance tax..

But apparently the treashhold for paying this is 60k

There is a lot on the internet.
Depends on the Kanton but often is zero to direct descendants.
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Old 15.11.2015, 23:08
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Re: Inheritance Law Question

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Depends on the Kanton but often is zero to direct descendants.
It is always zero to direct decendents, doesn't depend on the canton.

Tom
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Old 15.11.2015, 23:15
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Re: Inheritance Law Question

hormoz, why don't you contact the bank directly and ask???

For the inheritance, of course money in the bank, shares, property, will all be part of the official inheritance. But things get more complicated qith jewellery, watches, gold under the mattress- etc- the uncle may not quite play fair on those- but little you can do unless these things are noted in a will.
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Old 16.11.2015, 10:22
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Re: Inheritance Law Question

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hormoz, why don't you contact the bank directly and ask???

For the inheritance, of course money in the bank, shares, property, will all be part of the official inheritance. But things get more complicated qith jewellery, watches, gold under the mattress- etc- the uncle may not quite play fair on those- but little you can do unless these things are noted in a will.
If it's a joint account or with a POA that does not expire on death, asking the bank may cause the account to be frozen, when the OP has full control of the account & can do what they want with the money at the moment. It's an identical situation to having 100k under the mattress
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Old 16.11.2015, 10:24
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Re: Inheritance Law Question

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hormoz, why don't you contact the bank directly and ask???

For the inheritance, of course money in the bank, shares, property, will all be part of the official inheritance. But things get more complicated qith jewellery, watches, gold under the mattress- etc- the uncle may not quite play fair on those- but little you can do unless these things are noted in a will.
What uncle?. I thought it was just a joint account account he had with his mother.
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Old 16.11.2015, 10:58
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Re: Inheritance Law Question

Yep didn't look at the date, sorry. That was a reply to Papri ... in 2011
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Old 16.11.2015, 11:01
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Re: Inheritance Law Question

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hormoz, why don't you contact the bank directly and ask???

For the inheritance, of course money in the bank, shares, property, will all be part of the official inheritance. But things get more complicated qith jewellery, watches, gold under the mattress- etc- the uncle may not quite play fair on those- but little you can do unless these things are noted in a will.
Wrong poster.

Post you responded to was from 2011.

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Old 16.11.2015, 11:25
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Re: Inheritance Law Question

Agree that was daft - almost as daft as repeating what I said a few minutes before
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Old 16.11.2015, 11:31
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Re: Inheritance Law Question

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I have a joint account with my mother in a bank in switzerland. She passed away what happens to the balance
Joint account -- so you both had rights to the balance. Assuming it's the "usual" type of joint account -- either/or to withdraw, rather than permission of both signatories required, then you should have no problems accessing all of the funds in the account.
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Old 16.11.2015, 11:51
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Re: Inheritance Law Question

I've a nasty feeling that this isn't right under Swiss Law. I think the direct heirs get a look in and unless things have changed, this includes the children. Maybe the law has been altered though. I'll try to check it out sometime.

Maybe someone who can translate quicker than I can, can have a Google session with "Erbrecht Schweiz gemeinsames Bankkonto".
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Old 16.11.2015, 12:01
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Re: Inheritance Law Question

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I've a nasty feeling that this isn't right under Swiss Law. I think the direct heirs get a look in and unless things have changed, this includes the children too. Maybe the law has been altered though. I'll try to check it out sometime.
Without knowing where the mother lived, unless the mother was Swiss & living on CH, Swiss inheritance law is probably irrelevant.
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Old 16.11.2015, 12:21
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Re: Inheritance Law Question

It depends on the C/Kanton, on the bank, on the type of account, on the nationality and residence of the account holders, on a will or no will, debts, other relatives,etc, etc, etc- not a question that can be answered on a Forum and not without all the above known. Are you talking about big money here? If so I'd travel asap to CH and get proper advice.
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