Famille

Inheritance: calculation of the reserved share

📅 Décision du 16 January 2024⚖️ Cour d'appel de Douai

Explanation of the rules of the reserved share protecting the protected heirs.


Decision reference: Cour d'appel de Douai • N° RG-06059 • 2024-01-16



This decision provides important insight into your family and property rights. Here is what it changes for you.


The situation


Explanation of the rules of the reserved share protecting the protected heirs.


What the law says


This decision confirms the fundamental principles of property law.


Key points



  • Scrupulously observe the legal time limits for appeals

  • Keep all your supporting documents (titles, deeds, correspondence)

  • Anticipate: preventive advice is always cheaper than litigation


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📌 Does this apply to your situation? Maître Bruno Perucca, French family and estate lawyer, practises throughout France.

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Informations juridiques

  • Numéro: RG-06059
  • Juridiction: Cour d'appel de Douai
  • Date de décision: 16 janvier 2024

Mots-clés

droit de la famillejurisprudencefamille

Cas d'usage pratiques

1

Child contesting parent's will favouring new spouse

A father in Lyon dies in 2024, leaving a will that bequeaths his €300,000 apartment entirely to his second wife, disinheriting his 25-year-old son from a first marriage. The son believes his reserved share as a forced heir has been violated.

Application pratique:

This case law confirms the son can claim his reserved share (50% of the estate) within 5 years of the father's death. He must immediately gather the will, property deed, and any correspondence. He should consult a French family lawyer to file a legal action (action en réduction) before the Douai court deadline expires.

2

Grandparent leaving property to favoured grandchild

A grandmother in Nice, aged 80, wants to leave her €200,000 villa to her favourite grandson, excluding her two adult children. She plans to make a will in 2025.

Application pratique:

Under French forced heirship rules, the children are protected heirs entitled to a reserved share (two-thirds of the estate). The grandmother can freely dispose of only one-third (the quotité disponible). The grandson will likely receive only a portion of the villa, with the children claiming the rest. To avoid litigation, the grandmother should consider a life insurance policy or a donation with usufruct, and obtain legal advice well in advance.

3

Surviving spouse versus children from first marriage

After a father's death in Marseille in 2023, his second wife inherits full ownership of their €150,000 family home under a will. His three adult children from a first marriage claim they are entitled to a reserved share of the estate.

Application pratique:

The children, as forced heirs, can demand the reduction of the spouse's inheritance to respect their collective reserved share (three-quarters of the estate). They must act within 5 years of the death and keep all documents: death certificate, marriage deed, and property title. A lawyer can help file for a partition and potentially negotiate a usufruct arrangement to allow the spouse to remain in the home.

CZ

À propos de l'auteur

Maître Bruno Perucca — Avocat au Barreau de Grasse, Docteur en Droit, spécialisé en droit de la famille et du patrimoine. Chaque article de ce magazine est rédigé à partir de l'analyse d'une décision de jurisprudence réelle, commentée et mise en perspective par Maître Bruno Perucca.

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