DEADLINE

Self-assessment requires the inheritance deed along with the corresponding form; The granting of the inheritance deed can be postponed but not the self-assessment for which it will be necessary, in such case, to attach to the corresponding form an instance in which the assets are inventoried, along with the will and death certificate.

DOCUMENTATION TO PROVIDE

WARNING

All documents must ALWAYS be provided IN THE ORIGINAL.

Once you COMPLETE the required documentation, an appointment will be assigned.

1.- RELATING TO THE HEREDITARY TITLE

Authentic copy of the Will

Verbatim death certificate

Last Wills Certificate

Declaration of Heirs

2.- RELATIVE TO THE SUBJECTS

Causative. ID

Causative. family book

Causative. Separation/divorce sentence

Causative. Marriage agreements

Name Matching Certificate

D.N.I., passport, Residence Card, N.I.E. of the heirs

Emancipation Scripture

Appointment of judicial defender

Appointment of guardian/curator

Judicial authorization to waive rights (minor/disabled)

Power of Attorney Deed

3.- RELATIVE TO THE ESTATES

Property deed

Private purchase contract

Registry Certification

Simple note from the Registry

Mortgages. Mortgage deed, and if there are any, its novation and/or extension-

Deeds of rectification/modification of any other

Tenant name

Owners Community Statutes

Value of each of the assets

Authorization of the Government Delegation

Owners Community Certificate regarding the absence of debts with it

Paid I.B.I receipt

Cadastral certificate of the property "Graphic and Descriptive" (including the owner, street location and boundaries and the surface area of ​​the property)

Cadastral certificate of the property "Graphic and Descriptive" (including the owner, street location and boundaries, the surface of the property, the built-up plot area, the total built-up area, number of floors and built-up area per floor)

V.P.O.: Sales Authorization Certificate

V.P.O.: Maximum Sale Price Certificate

City Council Segregation License

Estate plan

Plan of the property with details of the Grouping, Segregation or Division (Undivided shares in parking spaces or storage rooms): A scale plan, with the description of the element -with surface and boundaries-, and of the common areas -with surface and boundaries-

ON. Project.

ON. Application for Works License (<5/5/00).

ON. Works Insurance.

ON. Planning permission.

ON. Demolition License

ON. End of Work Certificate

ON. Architect certifies that it complies with the description of the deed

4.- RELATIVE TO OTHER ASSETS AND DISCRIPTIONS

Bank accounts, shares, investment funds: Bank certificate as of date of death

Cars: Gray card

Insurance: Policies

CASUALTS. Mortgages: Certificate of outstanding amount as of date of death

CASUALTS. Personal loans. Certificate of outstanding amount as of date of death

CASUALTS. Fras. Burial and funeral expenses

5.- OTHER DOCUMENTATION

Writing expenses

Non-residents. Proof of the non-resident nature of the money and the subject (Bank certificate of non-resident account)

Non-residents. 5% withholding (if investment from before 1987).

Non-residents. Declaration to the Foreign Investment Registry already completed

TAXES

Hereditary succession constitutes the taxable event of the inheritance tax, although, within the Valencian Community there are strong tax reductions and bonuses in favor of the spouse and first-degree descendants. Consult the Notary's Office about the tax regime for the inheritance that interests you.