This service which is applied in the territory of the Valencian
Community and includes fiscal advise on the transfer
and acceptance of inheritance and the handling of it,
as for example:
Obtaining
certificates (death, last wills, birth, marriage, etc.) Confection
of a private report of possessions or acceptance of inheritance
with report and values. Calculation
and presentation of the inheritance tax. Carry through
of the changes of ownership of the goods in the corresponding
registers Payment
of the PLUSVALIAS capital gains tax at the town hall. Correction
of the data in the register and on the census.
To proceed with the acceptance of inheritance
the following documentation will be required from the client:
Death certificate. Last will,
(if you have one). Photocopy
(Passport, Fiscal-Identification-Number (NIF)) of the deceased
person and the beneficiaries Birth certificate,
and marriage certificate of the deceased person. Copia simple
authenticated of the last will. Certificates
of the balance in the bank account from the date of death. Certificate
of the capital pending repayment from loans from the date
of death. Certificates
of the life insurance policies of the deceased person. Photocopies
of the rates bills “IBI” which correspond to the
year of the death. Photocopies
of the title deeds “escrituras” of the properties,
which are included in the inheritance. Bills of
expenses due to illness and funeral (they can be deducted
from taxes). Photocopy
of the “permiso de circulacion” and “ficha
tecnica” car documentation if included in the inheritance.
Obtaining
certificates (death, last wills, birth, marriage, etc.)
