Inheriting real estate is a reality for many French families. Whether it's a family apartment, a country house, or a prestigious residence, transferring property raises legal, financial, emotional, and estate-related issues. For both heirs and testators, it is essential to understand the key concepts and obligations associated with this transfer.
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.
REAL ESTATE INHERITANCE: UNDERSTANDING THE FUNDAMENTALS
Inheriting real estate is a reality for many French families. Whether it's a family apartment, a country house, or a prestigious residence, transferring property raises legal, financial, emotional, and estate-related issues. For both heirs and testators, it is essential to understand the key concepts and obligations associated with this transfer.
The main features of inheritance law in France
In France, inheritance law is based on highly structured principles. Upon the death of an owner, their assets are automatically transferred to their heirs, whether designated by law or by will. The rules of inheritance distinguish between forced heirs (children or surviving spouse) and other beneficiaries.
The inheritance can be accepted in three ways:
Simply put : the heir accepts everything, including the debts.
Subject to inventory benefit : he accepts after verifying the assets and liabilities.
Renunciation : he refuses the inheritance, especially if it is insolvent.
The involvement of a notary is mandatory if the estate includes real estate.
Inheritance tax: a key financial issue
Inheritance tax is calculated based on the relationship between the deceased and the heir. In direct line of descent, allowances are provided:
€100,000 per child
€15,932 between siblings
Beyond that, a progressive scale applies (up to 45% for very large direct line transfers).
It is therefore common to seek to anticipate the transfer of real estate through a donation, a SCI or a clause in a marriage contract.
Joint ownership: an often complex reality
When several heirs share a property, it becomes jointly owned. Each holds a share of the property. Management is then collective: selling, renovations, and renting require the agreement of all or a qualified majority.
Joint ownership can become a source of conflict if the co-owners cannot agree. In this case, resorting to a sale or a court-ordered partition becomes necessary. Hence the importance of planning a balanced and collaborative transfer strategy in advance.
Acceptance, refusal, or sharing: the choices to be made
Before becoming the actual owner of the property, the heir must make a decision. They can choose to accept the inheritance, refuse it, or request an amicable or judicial division.
If there is any doubt about the value of the property or the charges attached to a property (works, property taxes, conflictual joint ownership), the assistance of a notary or a specialist lawyer is strongly recommended.
🧭 “Real estate heritage” series Taxation, SCI, conflicting successions, renovation of a good inherited
Our complete file on the theme of real estate inheritance.
Real estate heritage file
The emotion of a property transmitted
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.
🧭 "Real estate heritage" series - Charming properties
1. Real estate inheritance: Understanding the fundamentals
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
2. Transmit a prestigious home: the best strategies
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
3. Manage an inherited property: restore, rent, sell or keep?
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
4. Taxation and aid for inherited residences
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
5. Real estate inheritance conflicts: how to avoid or resolve them?
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
6. Testimonials: they inherited an exceptional 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
7. The emotion of the place: real estate heritage as a family memory
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
Why Choose Charming Properties?
🌍 International visibility
touch qualified buyers from around the world thanks to our targeted and international audience, ideal for prestigious goods.
📈 Optimized SEO
Your ad is positioned at the top of research, for maximum visibility and faster sales.
📸 high -end high -end photos
of professional visuals are essential to seduce at first glance. We help you value your property with quality images.
💰 Direct sale, zero commission
publish without going through an agency and keep 100 % of the sale price. Total control, flexibility, and direct contact with buyers.
🛠️ Marketing support
We write and optimize your ad for search engines. You provide the info, we take care of the rest.
📬 Easy sending your ad
send us description, photos and DPE via wetransfer. We validate your property according to our quality standards.
⚠️ legal compliance
compulsory DPE display for all goods in France: we systematically integrate it into your ad.
💶 Simple and transparent prices
Publication at a fixed price, without commission
Premium visibility options
Relating with professional photographers
➡️ tailor -made offers available on request
We can remind you quickly and you give all the information you need. A sales advisor will contact you.