Death estate Tax

Should we help you with the processing of the estate?

Get help with the processing of the estate at SkatteInform. We have extensive experience and expertise in the inventory of deceased estate. There is a lot to take care of and many deadlines to meet when sharing a house. We help you to conduct the ongoing contact with the Probate Court and to assist with the preparation of various documents for the Probate Court and the Tax Agency.

As an heir, you can sit in an undivided estate or private estate.

UNSHIFTED NEST

Unchanged estate means that the longest-living person takes over the estate after the first deceased, without changing the estate. The inheritance is therefore not distributed to the heirs of the deceased, and you can then continue financially as before, by remaining in control of the assets of your deceased spouse.

That is, the surviving spouse has full control of the financial resources that are jointly owned with the first deceased. A long-lived spouse cannot sit in an undivided nest if the first-deceased had complete peculiarity. If the deceased has special children, they must also give written permission for you to sit in an unmodified residence.

Whether unmodified living is a good idea or not depends on your joint wealth. We can help you clarify the pros and cons of continuing in unmodified living. That way, you can make the choice that is best for you.

For spouses who are living in an undivided estate, we can assist with the preparation of tax returns for the income year the deceased passes away. The Tax Agency is not able to prepare the tax return unless information is submitted. Deceased's income and deductions are transferred and taxed with the longest-living spouse.

PRIVATE SWITCH

If you, together with the other heirs, want to dispose of the deceased's estate yourself, you can choose private exchange. This means that you have to make up the estate yourself and divide the inheritance between you.

There are essential conditions that you heirs must agree on before probate allows this form. Among other things, all heirs must agree on all provisions, such as the division of the estate and the sale of property.

The course must be carefully planned, and all documents must be submitted to the probate court no later than 15 months after the date of death.

In the case of private change, it is often advantageous to appoint a counselor with experience in probate and estate, who can handle the many tasks required by death estate processing.

Disclaimer

‍The above information is for guidance purposes only, and we accept no responsibility for decisions made based on this information without prior individual advice. We accept no responsibility for errors or omissions.

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