Hi Sally,
I am thinking that in your situation the detail of the UK inheritance would list the assets, their value and a calculation which includes UK tax exemption.
No tax to pay as a resident here.
I have searched far and wide to try and find out exactly how to complete the relevant forms.DE
I am a French resident +6 years, inheritance from U K
Can anyone please confirm if this is correct or not?
déclaration de succession. 2705-SD
page 1 completed details of the deceased.
page 2 details of the marriage regime. Nothing else completed under OU
DĂ©claration de succession 2705-S-SD
Details of declarant. HĂ©ritier.
DĂ©volution Successorale = all the names of inheritors, dob, link to deceased. EVEN IF THEY ARE NOT RESIDENT IN FRANCE ?
Page 2.
List the inheritors in France, (members of the same family) and amount received in euro.
Sign date at bottom.
INCLUDE with these two French forms:
Copy of UK probate
Copy of death certificate (UK)
Copy of IT400 (UK)
Does anything else need to be written on the forms or any other documents needed?
@salma I attach the two documents the impots sent to help me complete the 2705 forms.
bis MODELES SUCCESSION avec actif passif 2705-S et 2705-S-SDpdf.pdf (2.7 MB)
Traduction francais -anglais des formulaires 2705-SD et 2705-S-SD.pdf (333.7 KB)
Your questions re: DĂ©volution Successorale - I listed all inheritors as written in the Will and provided an estate summary on the S-SD form.
I sent the forms with a covering letter only and no other documents were requested.
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Brilliant, thanks so much.
One (hopefully ) last question. On the first form listed, I donât have any details regards funeral expenses or other debts that needed to be paid etc as I wasnât an executor. Can I leave that part blank, not sure I will be able to gain access to those details.
@Salma if the estate admin has been completed by the executor(s), you can request a copy of an estate summary which should provide these details.
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