Go Back   English Forum Switzerland > Help & tips > Family matters/health
Reply
 
Thread Tools Display Modes
  #1  
Old 08.02.2011, 08:08
Newbie
 
Join Date: Feb 2011
Location: London
Posts: 2
Groaned at 0 Times in 0 Posts
Thanked 0 Times in 0 Posts
Papri has no particular reputation at present
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!
Reply With Quote
  #2  
Old 08.02.2011, 09:03
Senior Member
 
Join Date: Mar 2009
Location: Zürich
Posts: 322
Groaned at 1 Time in 1 Post
Thanked 415 Times in 179 Posts
Ziger has a reputation beyond reputeZiger has a reputation beyond reputeZiger has a reputation beyond reputeZiger has a reputation beyond repute
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.
Reply With Quote
This user would like to thank Ziger for this useful post:
  #3  
Old 08.02.2011, 09:45
Rangatiranui's Avatar
Forum Veteran
 
Join Date: Nov 2007
Location: Baden region
Posts: 2,057
Groaned at 10 Times in 9 Posts
Thanked 2,210 Times in 997 Posts
Rangatiranui has a reputation beyond reputeRangatiranui has a reputation beyond reputeRangatiranui has a reputation beyond reputeRangatiranui has a reputation beyond reputeRangatiranui has a reputation beyond reputeRangatiranui has a reputation beyond repute
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.
Reply With Quote
  #4  
Old 11.02.2011, 05:23
Newbie
 
Join Date: Feb 2011
Location: London
Posts: 2
Groaned at 0 Times in 0 Posts
Thanked 0 Times in 0 Posts
Papri has no particular reputation at present
Re: Inheritance Law Question

Thanks a lot for the info!!
Reply With Quote
  #5  
Old 15.11.2015, 14:47
Newbie
 
Join Date: Nov 2015
Location: Canada
Posts: 1
Groaned at 0 Times in 0 Posts
Thanked 0 Times in 0 Posts
hormoz has no particular reputation at present
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
Reply With Quote
  #6  
Old 15.11.2015, 14:49
Forum Legend
 
Join Date: Mar 2009
Location: Zurich
Posts: 9,381
Groaned at 539 Times in 408 Posts
Thanked 12,310 Times in 4,806 Posts
Richdog has a reputation beyond reputeRichdog has a reputation beyond reputeRichdog has a reputation beyond reputeRichdog has a reputation beyond reputeRichdog has a reputation beyond reputeRichdog has a reputation beyond repute
Re: Inheritance Law Question

Quote:
View Post
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
Reply With Quote
  #7  
Old 15.11.2015, 15:17
fatmanfilms's Avatar
Forum Legend
 
Join Date: Apr 2010
Location: Verbier
Posts: 14,158
Groaned at 211 Times in 183 Posts
Thanked 11,486 Times in 6,508 Posts
fatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond repute
Re: Inheritance Law Question

Quote:
View Post
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.
Reply With Quote
  #8  
Old 15.11.2015, 22:37
baboon's Avatar
Forum Legend
 
Join Date: Apr 2007
Location: Rheintal
Posts: 2,526
Groaned at 75 Times in 66 Posts
Thanked 3,075 Times in 1,529 Posts
baboon has a reputation beyond reputebaboon has a reputation beyond reputebaboon has a reputation beyond reputebaboon has a reputation beyond reputebaboon has a reputation beyond repute
Re: Inheritance Law Question

Quote:
View Post
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.
Reply With Quote
  #9  
Old 15.11.2015, 23:08
st2lemans's Avatar
Forum Legend
 
Join Date: Dec 2010
Location: Lugano
Posts: 18,932
Groaned at 964 Times in 752 Posts
Thanked 21,050 Times in 10,052 Posts
st2lemans has a reputation beyond reputest2lemans has a reputation beyond reputest2lemans has a reputation beyond reputest2lemans has a reputation beyond reputest2lemans has a reputation beyond reputest2lemans has a reputation beyond repute
Re: Inheritance Law Question

Quote:
View Post
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
Reply With Quote
  #10  
Old 15.11.2015, 23:15
Forum Legend
 
Join Date: Sep 2010
Location: Neuchatel
Posts: 19,791
Groaned at 400 Times in 298 Posts
Thanked 22,756 Times in 10,282 Posts
Odile has a reputation beyond reputeOdile has a reputation beyond reputeOdile has a reputation beyond reputeOdile has a reputation beyond reputeOdile has a reputation beyond reputeOdile has a reputation beyond repute
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.
Reply With Quote
  #11  
Old 16.11.2015, 10:22
fatmanfilms's Avatar
Forum Legend
 
Join Date: Apr 2010
Location: Verbier
Posts: 14,158
Groaned at 211 Times in 183 Posts
Thanked 11,486 Times in 6,508 Posts
fatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond repute
Re: Inheritance Law Question

Quote:
View Post
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
Reply With Quote
  #12  
Old 16.11.2015, 10:24
Belgianmum's Avatar
Forum Legend
 
Join Date: Jan 2010
Location: Was Belgium now Neuchâtel
Posts: 8,611
Groaned at 63 Times in 60 Posts
Thanked 10,741 Times in 5,156 Posts
Belgianmum has a reputation beyond reputeBelgianmum has a reputation beyond reputeBelgianmum has a reputation beyond reputeBelgianmum has a reputation beyond reputeBelgianmum has a reputation beyond reputeBelgianmum has a reputation beyond repute
Re: Inheritance Law Question

Quote:
View Post
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.
Reply With Quote
  #13  
Old 16.11.2015, 10:58
Forum Legend
 
Join Date: Sep 2010
Location: Neuchatel
Posts: 19,791
Groaned at 400 Times in 298 Posts
Thanked 22,756 Times in 10,282 Posts
Odile has a reputation beyond reputeOdile has a reputation beyond reputeOdile has a reputation beyond reputeOdile has a reputation beyond reputeOdile has a reputation beyond reputeOdile has a reputation beyond repute
Re: Inheritance Law Question

Yep didn't look at the date, sorry. That was a reply to Papri ... in 2011
Reply With Quote
  #14  
Old 16.11.2015, 11:01
Corbets's Avatar
Forum Legend
 
Join Date: Mar 2007
Location: Zug, CH
Posts: 2,932
Groaned at 159 Times in 115 Posts
Thanked 5,607 Times in 1,911 Posts
Corbets has a reputation beyond reputeCorbets has a reputation beyond reputeCorbets has a reputation beyond reputeCorbets has a reputation beyond reputeCorbets has a reputation beyond reputeCorbets has a reputation beyond repute
Re: Inheritance Law Question

Quote:
View Post
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.

Reply With Quote
  #15  
Old 16.11.2015, 11:25
Forum Legend
 
Join Date: Sep 2010
Location: Neuchatel
Posts: 19,791
Groaned at 400 Times in 298 Posts
Thanked 22,756 Times in 10,282 Posts
Odile has a reputation beyond reputeOdile has a reputation beyond reputeOdile has a reputation beyond reputeOdile has a reputation beyond reputeOdile has a reputation beyond reputeOdile has a reputation beyond repute
Re: Inheritance Law Question

Agree that was daft - almost as daft as repeating what I said a few minutes before
Reply With Quote
  #16  
Old 16.11.2015, 11:31
22 yards's Avatar
Only in moderation
 
Join Date: Jul 2009
Location: Basel-Land
Posts: 6,680
Groaned at 190 Times in 149 Posts
Thanked 11,242 Times in 4,644 Posts
22 yards has a reputation beyond repute22 yards has a reputation beyond repute22 yards has a reputation beyond repute22 yards has a reputation beyond repute22 yards has a reputation beyond repute22 yards has a reputation beyond repute
Re: Inheritance Law Question

Quote:
View Post
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.
Reply With Quote
  #17  
Old 16.11.2015, 11:51
Longbyt's Avatar
Forum Legend
 
Join Date: Apr 2008
Location: ZH
Posts: 7,473
Groaned at 57 Times in 53 Posts
Thanked 11,339 Times in 4,221 Posts
Longbyt has a reputation beyond reputeLongbyt has a reputation beyond reputeLongbyt has a reputation beyond reputeLongbyt has a reputation beyond reputeLongbyt has a reputation beyond reputeLongbyt has a reputation beyond repute
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".
Reply With Quote
This user would like to thank Longbyt for this useful post:
  #18  
Old 16.11.2015, 12:01
fatmanfilms's Avatar
Forum Legend
 
Join Date: Apr 2010
Location: Verbier
Posts: 14,158
Groaned at 211 Times in 183 Posts
Thanked 11,486 Times in 6,508 Posts
fatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond reputefatmanfilms has a reputation beyond repute
Re: Inheritance Law Question

Quote:
View Post
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.
Reply With Quote
  #19  
Old 16.11.2015, 12:21
Forum Legend
 
Join Date: Sep 2010
Location: Neuchatel
Posts: 19,791
Groaned at 400 Times in 298 Posts
Thanked 22,756 Times in 10,282 Posts
Odile has a reputation beyond reputeOdile has a reputation beyond reputeOdile has a reputation beyond reputeOdile has a reputation beyond reputeOdile has a reputation beyond reputeOdile has a reputation beyond repute
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.
Reply With Quote
The following 2 users would like to thank Odile for this useful post:
Reply




Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Providing For Pets Under Swiss Inheritance Law meloncollie Pet corner 0 13.12.2009 12:50
Question/info on the new law [non-EU postdoc] cyrus06 Permits/visas/government 7 23.10.2009 14:09
Inheritance tax question..uk to switz.. scotia_aeg Finance/banking/taxation 2 28.03.2009 19:13
Altersheim's cost and Inheritance law Vanee Finance/banking/taxation 1 21.07.2008 16:13
Contract Law Question Lou Permits/visas/government 11 02.02.2007 18:53


All times are GMT +2. The time now is 12:32.


Powered by vBulletin® Version 3.8.4
Copyright ©2000 - 2017, Jelsoft Enterprises Ltd.
LinkBacks Enabled by vBSEO 3.1.0