Real estate heritage is a reality for many French families. Whether it is a family apartment, a country house or a prestigious house, the transmission of real estate arouses both legal and financial and heritage issues. For heirs as well as for testors, it is essential to master the main concepts and obligations related to this act of passage.
Marseille, the Marseille city, continues to attract international customers in search of luxury real estate investments.
The real estate agency Christophe Falbo Properties, based in Marseille and specialized in high-end goods, offers an exclusive selection of properties in prized neighborhoods such as the Old Port, the Calanques, as well as the Bohemian districts of the 6ᵉ and 7ᵉ districts.
Our real estate portfolio extends from the Holy Maries de la Mer in Cavalaire-sur-Mer, offering charming houses, architectal villas and wine estates overlooking the magnificent Mediterranean bay.
Inheriting real estate can be a heavy act of meaning, often loaded with emotions and family memories. However, behind the inheritance sometimes hides tensions, even real blockages, especially when several heirs must make common decisions. How to prevent conflicts? What to do in case of disagreement? Here is a practical guide to see more clearly.
When several people inherit real estate together, they find themselves in joint possession . This means that they are co -owners in equal parts (or depending on the daily life provided by the succession) and must make decisions together.
Problems often appear when:
One wants to sell and the other not;
An heir lives in the good without paying compensation to others;
Fees (maintenance, property tax, work) are not fairly shared.
💡 Good to know: as long as the joint ownership continues, no decision can be made without the agreement of all (or a majority qualified for certain decisions).
The most common dilemma occurs when part of the family wishes to quickly sell the good to reach its share, while another member preserves the accommodation , often for emotional or heritage reasons.
This type of conflict can cause:
Sustainable legal blockages;
Degraded family relationships;
A loss of value of the property if the situation is dragged.
🛑 Please note: blocking can last for years if no agreement is reached. Meanwhile, during this time, the good can deteriorate and the charges accumulate.
The notary is often the first recourse in the context of a succession. Its role is to clarify the rights of each , establish acts (sharing, certificate of ownership) and propose an outing of joint possession.
His missions:
Check the validity of property securities;
Assess the property (via a real estate expert if necessary);
Establish an act of sharing if all the heirs agrees.
✅ Tip: Anticipate the conflict by appointing an agent (or by appointing a manager of joint ownership) can allow more fluid management of good.
When tensions go up, calling on a family mediator often unlocks the situation without going through a long trial.
Mediation allows:
To restore dialogue in a neutral framework;
To evoke the financial but also emotional issues of the dispute;
To seek a solution that respects everyone's interests.
👨👩👧 It is particularly useful when the situation is sensitive (ex: an heir lives in the house, or has invested in it personally) and that loved ones can no longer talk to each other.
If no agreement is reached, the judicial court (and more specifically the protection litigation judge) may be seized to decide.
The judge may:
Order judicial sharing : the property will be sold at auction or awarded to one of the heirs against compensation;
Appoint an expert or a notary responsible for managing the sale or assessing the property;
Sanction abusive behavior or unjustified blockages.
⚠️ Useing the judge must remain a last resort solution , because the procedures are long, expensive and often painful on the family.
Situation | Preventive or curative solution |
---|---|
Conflictual joint possession | Notarial deed of management or amicable sale |
Sale disagreement | Family mediation or designation of an agent |
Heir occupying without compensation | Request for occupation compensation before the judge |
Total blockage | Tribunal referral to release joint ownership |
Receiving an inheritance property is often a moment loaded with emotion. Whether it is a family mansion, a Provencal mas or a Haussmann apartment , these properties embody a memory, a lifestyle, sometimes a generational anchoring. But the real estate inheritance is not limited to an emotional transmission: it also acknowledges legal, tax and strategic issues that should be fully understood.
Key legal concepts (successions, will, joint possession)
The stages of the real estate succession
Inheritance tax and abuses in force
The decision to accept or not an inheritance
📌 targeted audience : potential heirs, owner families
Simple donation, donation-sharing, property dismemberment
Advantages of SCI for family goods
Prepare a serene succession in a blended family
Concrete case and heritage patterns
📌 targeted audience : owners of old, high-end or multi-generational goods
Technical diagnosis of the inherited property
Renovate without distorting: with or without architect of the buildings of France
Furnished or charming seasonal rental
Resale: when and how to call on a specialized agency
📌 targeted audience : new owners or joint ownership wishing to enhance a property
Post-Succession transfer rights and taxation
Possible alleys for Historic Monuments
Subsidies and aid Drac or heritage foundation
Tax deductions for work and interviews
📌 targeted audience : heirs or owners of a well -classified or registered
Conflictual joint possession
Disagreements on the sale or conservation of the property
The use of the notary or mediation
Arbitration and role of the succession judge
📌 targeted audience : families in dispute or in situation blocked around a property
Tales of individuals who inherited with castles, manors, family villas
Successful transformations (guest house, seasonal rental, renovation)
Failures avoided thanks to the support of experts
📌 targeted audience : general public, future heirs, heritage enthusiasts
The role of the place in the transmission of values
Keep the soul of the family home
Restore with respect
Intangible heritage (archives, objects, photos, stories)
📌 Targeted audience : families attached to the sentimental and historical heritage
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