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El blog de Maria

Your daily Spanish Law reporter. Have it with a cafe con leche. www.costaluzlawyers.es

Legal tip 447. UK-Spain Probate cases II
Monday, February 7, 2011 @ 7:53 AM

 Same case as the previous one when the testator has also assets in the UK.

 

A widow UK national dies in Spain, where he had his residency, leaving a UK will were he named as  heir a good  friend of him. He has three children. His assetes were several Bank accounts in the UK and Spain and a property in Spain. He left no will in Spain.

 

Is this person, because being a Spanish resident, under Spanish Inheritance Law? Can the children claim for a portion of the inheritance? 

The rule for application of Inheritance Law in Spain is the rule of nationality ( provision 9.8 of the Spanish Civil Code) So initially, it might seem that inheritance Law applicable here is UK Inheritance Law which does not impose limits to the free will when testating.

 

UK inheritance Law applies:

1.-In relation to moveable assets the law of the country of domicile of the deceased should be applied.

2.-In relation to immoveable property (Land or buildings) it states that the law of the country where the property is located should apply.

 


Despite this person having residency in Spain, he might have  maintained his domicile in the UK ( as domicile of origin). So by vitrtue of the unity of probate, Uk Law will decide on Spanish assets too and the UK will will be perfectly valid for UK and Spanish assets.

UK Probate documents will enter the Spanish Registry in order to change ownership rights once the probate is finished.Of course IHT related to the Spanish house will have to be paid in Spain.

In this case, a Spanish independent will shoud have been convenient in order to speed up the process regarding the Spanish assets, specially as the Bank accounts are frozen till the end of the procedure.
 
 
Cádiz, Andalucía, by Christopher Dayer at Flickr.com
 
 
 

 

 



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5 Comments


Consuelo said:
Monday, February 7, 2011 @ 7:26 PM

No parece que nadie contemple los casos de matrimonios de distintas nacionalidades de la UE. Los consejos que encuentro en internet, tanto en las páginas británicas como españolas, siempre dan por sentado que la pareja es de la misma nacionalidad... Yo soy española, casada con un británico. No tenemos hijos pero nos preocupa irnos a vivir a España para no dejar al que enviude primero en mala situación económica. En el Reino Unido, la casa familiar pasa de un cónyuge al otro sin coste alguno. Nos dicen que en España, no. Si es cierto, es absurdo que el que enviuda tenga que volver a pagar por lo que ya pagó, o que tenga que vender su hogar para cumplir esos deberes impositivos.


Consuelo said:
Monday, February 7, 2011 @ 7:28 PM

No parece que nadie contemple los casos de matrimonios de distintas nacionalidades de la UE. Los consejos que encuentro en internet, tanto en las páginas británicas como españolas, siempre dan por sentado que la pareja es de la misma nacionalidad... Yo soy española, casada con un británico. No tenemos hijos pero nos preocupa irnos a vivir a España para no dejar al que enviude primero en mala situación económica. En el Reino Unido, la casa familiar pasa de un cónyuge al otro sin coste alguno. Nos dicen que en España, no. Si es cierto, es absurdo que el que enviuda tenga que volver a pagar por lo que ya pagó, o que tenga que vender su hogar para cumplir esos deberes impositivos.


Robin Biggs said:
Wednesday, February 9, 2011 @ 11:50 AM

Thank you so much Maria for your tips on probate. I still have a question though. My mother, British national, residency in Spain, lived and died recently in Spain. She has a non-moveable asset (house) only in Spain but moveable assets in Uk (bank account) and Spain (bank account) but also Austria (bank account).
My question refers to the Austrian bank account: do we apply for Probate in UK or is Spain the competent authority in order to release money in the Austrian bank account? It would be really helpful to me if you could answer my question. Sorry I don't speak Spanish, except - muchas, muchas Gracias.


Maria said:
Wednesday, February 9, 2011 @ 11:58 AM

Robin:

Thanks for contacting us.

I will be answering your question through tomorrow´s post. It ia actually great you give to me material for writing

Best wishes,

Maria


jayne smith said:
Tuesday, October 11, 2011 @ 7:45 PM

hi my mother died last year ,she lived in the uk ,but owned a holiday home in spain jointly with her husband,she had no spanish will only one in the uk where she left her half of spanish property to my daughter.we would like to buy his half from him,which he would sell for a small amount ,as he hasnt been there for 10 plus years.what fees would we have to pay?? we were told after 5 years of my mother dying death fees are void???the property is valued at about£100,000.he would let us give him £15,000 -£20,000 for his half.we do not get on with my late mothers husband,nor did my mother!!! any help would be appriciated.thankyou


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