In what situations is a declaration of inheritance
required?
The declaration of inheritance
is required in several situations, including when:
- No will — the deceased
left no will, and it is necessary to officially determine who the
legal heirs;
- Incomplete or unenforceable will — the
will does not identify all the heirs, or certain
provisions can no longer be carried out;
- Requirement by a financial institution — a
bank requires formal proof of heir status to release
accounts or authorize transactions;
- Request from a public agency or insurer
— a government agency or insurance company requires that the
succession be established by an official document.
The declaration may also
be used to appoint a , but only when a
declaration of inheritance is required. In other situations, the
appointment of the liquidator will instead be made by means of a separate deed of
appointment of liquidator.