EU Succession Regulation: European Certificate of Succession

What is Brussels IV?EU Succession Regulation: European Certificate of Succession

Since August 2015, a major step to facilitate cross-border successions has been the adoption of new EU rules which make it easier for people to handle the legal aspects of an international succession. This major step is known as Brussels IV, Regulation (EU) No 650/2012.

Amongst other things, Brussels IV regulations introduced a European Certificate of Succession (ECS). This document is issued by the relevant authority dealing with the succession. Heirs, legatees, executors of Wills and administrators of the estate can use it to prove their status and exercise their rights or powers in other EU Member States.

Once issued, an ECS is recognised in all EU Member States without any need for additional procedures. The ECS can be used in all EU Member States and is also valid in the issuing country.

How can you request an ECS?

In Italy, a notary public has the authority to issue an ECS for succession procedures. Regardless of where assets are located in the country, a request for an ECS can be made to any Italian notary public in the following circumstances:

  • If the decedent was deemed habitually resident in Italy or had Italian citizenship at the time of death;
  • if the habitual residence had not changed and an ECS was requested 5 years prior to death;
  • if the decedent’s Will stipulated Italy as the applicable jurisdiction to govern succession;
  • if there is sufficient evidence to connect the decedent to the Italian State to warrant that the succession procedure could not be acted upon by any other jurisdiction.

Finally …

At De Tullio Law Firm we have over 55 years of experience managing cross border succession matters. If you need help to understand your particular situation, please contact us.

 

You may also be interested in Do beneficiaries have to pay taxes on inheritance?

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