{"id":1769,"date":"2008-11-19T16:13:53","date_gmt":"2008-11-19T15:13:53","guid":{"rendered":"https:\/\/www.toutsurmesfinances.com\/patrimoine\/a\/succession-la-liste-des-pieces-a-fournir"},"modified":"2025-08-18T14:22:07","modified_gmt":"2025-08-18T12:22:07","slug":"succession-la-liste-des-pieces-a-fournir","status":"publish","type":"post","link":"https:\/\/www.toutsurmesfinances.com\/patrimoine\/a\/succession-la-liste-des-pieces-a-fournir","title":{"rendered":"Succession : la liste des pi\u00e8ces \u00e0 fournir"},"content":{"rendered":"

Dans le but de se faire une id\u00e9e compl\u00e8te et pr\u00e9cise du patrimoine du d\u00e9funt et d\u2019\u00e9tablir l\u2019actif net de communaut\u00e9, c\u2019est-\u00e0-dire ce qui pourra faire l\u2019objet de la transmission et donc du partage, le notaire vous demandera d\u2019apporter \u00e0 l\u2019\u00e9tude un grand nombre de documents.<\/p>\n

L<\/strong>es documents concernant le d\u00e9funt<\/strong><\/p>\n

Ces documents constituent la liste de ce qui peut \u00eatre demand\u00e9. Il ne s\u2019agit pas de ce qu\u2019il faut obligatoirement apporter. Il est \u00e9vident qu\u2019une personne mari\u00e9e ne va pas apporter une convention de Pacs ou un jugement de divorce.<\/p>\n

-L\u2019extrait d\u2019acte de d\u00e9c\u00e8s;
\n-Le livret de famille et le cas \u00e9ch\u00e9ant ceux des mariages pr\u00e9c\u00e9dents ;
\n-Le contrat de mariage et les documents mentionnant les modifications apport\u00e9es au r\u00e9gime matrimonial ;
\n-La convention de PACS ;
\n-Le jugement de s\u00e9paration de corps ou de divorce ;
\n-Le testament ;
\n-Le document de la donation entre \u00e9poux.<\/p>\n

Les documents concernant l\u2019\u00e9poux survivant, les h\u00e9ritiers et les l\u00e9gataires<\/strong><\/p>\n

– Le livret de famille ;
\n-Copie du contrat de mariage, de la convention de PACS ou du jugement de divorce s\u2019il y a lieu ;
\n-Copie recto-verso de la carte d\u2019identit\u00e9, du passeport ou de la carte de s\u00e9jour.<\/p>\n

Les documents concernant l’actif de communaut\u00e9<\/strong><\/p>\n

-Copie des livrets de caisse d\u2019\u00e9pargne, des comptes bancaires personnels et joints ou des produits de placement ;
\n– Liste des valeurs mobili\u00e8res (nom, adresse des banques et des autres interm\u00e9diaires financiers \u00e9ventuels) ;
\n– Les contrats d\u2019assurance vie, d\u2019assurance d\u00e9c\u00e8s ;
\n-Les polices d\u2019assurance du mobilier, des objets d\u2019art et bijoux ;
\n-Les pensions et retraite (dernier bordereau de versement) ;
\n-Les titres de propri\u00e9t\u00e9 et l\u2019\u00e9valuation des immeubles ainsi que les coordonn\u00e9es du syndic ;
\n-Les fonds de commerce (\u00e9tat du mat\u00e9riel et marchandises,\u2026) ;
\n-Copie des contrats de location, le montant des loyers et les coordonn\u00e9es du gestionnaire ;
\n-La liste des donations consenties par le d\u00e9funt et les copies des actes ;
\n-La carte grise des v\u00e9hicules ;
\n-Les statuts des soci\u00e9t\u00e9s dans lesquelles le d\u00e9funt poss\u00e9dait des parts sociales et r\u00e9f\u00e9rences du comptable ;
\n-La liste des ouvrages entra\u00eenant la perception de droits d\u2019auteur ;
\n-Copie de la d\u00e9claration ISF<\/p>\n

{loadposition into_article}<\/p>\n

N\u2019oubliez pas :<\/p>\n

Lorsque les \u00e9poux sont mari\u00e9s sous le r\u00e9gime de la communaut\u00e9, il faut non seulement d\u00e9clarer les comptes personnels du d\u00e9funt mais aussi ceux du conjoint survivant.<\/p>\n

Les documents concernant le passif de communaut\u00e9<\/strong><\/p>\n

-Les avis d\u2019imposition (sur le revenu, l\u2019ISF, la taxe fonci\u00e8re, la taxe d\u2019habitation) ;
\n-Les factures des frais fun\u00e9raires ;
\n-Les quittances d\u2019eau, EDF- GDF, t\u00e9l\u00e9phone ;
\n-Les loyers ;
\n-Les charges de copropri\u00e9t\u00e9 ;
\n-Les emprunts et les cautions ;
\n-Les \u00e9l\u00e9ments d\u2019informations concernant la r\u00e9cup\u00e9ration \u00e9ventuelle sur la succession de certaines prestations d\u2019aide sociale ;
\n-Les frais de derni\u00e8re maladie ;
\n-Les pi\u00e8ces justificatives de toutes dettes du d\u00e9funt.<\/p>\n

Les documents concernant les biens propres<\/strong><\/p>\n

Si les \u00e9poux sont mari\u00e9s sous un r\u00e9gime de communaut\u00e9, on appelle biens propres les biens acquis avant mariage ou re\u00e7us par donation ou succession pendant le mariage.<\/p>\n

-L\u2019acte de partage des successions recueillies par les \u00e9poux ;
\n-La copie des d\u00e9clarations de successions recueillies (nom et adresse du notaire les ayant r\u00e9gl\u00e9es) ;
\n-La copie des donations recueillies pendant le mariage ;
\n-La liste des travaux pay\u00e9s par la communaut\u00e9 et portant sur les biens propres.<\/p>\n

Renseignements compl\u00e9mentaires : www.paris.notaires.fr<\/a><\/p>\n

>> Discutez-en sur nos forums<\/strong><\/a>\u00a0– inscription gratuite <\/strong>(cliquez ici<\/strong><\/a>)<\/p>\n

>> Trouvez des livres pour en savoir plus<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

L\u2019ouverture d\u2019une succession par le notaire lui impose de conna\u00eetre tous les \u00e9l\u00e9ments du dossier afin de r\u00e9aliser au mieux cette succession et donc la transmission du patrimoine vers le ou les h\u00e9ritiers. .<\/p>\n","protected":false},"author":13709,"featured_media":22473,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[28],"tags":[],"class_list":["post-1769","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-transmission"],"acf":[],"yoast_head":"\nSuccession : la liste des pi\u00e8ces \u00e0 fournir<\/title>\n<meta name=\"description\" content=\"Succession : la liste des pi\u00e8ces \u00e0 fournir\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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Il analyse les strat\u00e9gies d\u2019investissement,\u00a0suit\u00a0les \u00e9volutions fiscales et les\u00a0probl\u00e9matiques\u00a0patrimoniales\u00a0avec une vision long terme, forg\u00e9e par des ann\u00e9es de pratique et de suivi des march\u00e9s.\u00a0","sameAs":["https:\/\/www.toutsurmesfinances.com\/author\/olivier","https:\/\/www.linkedin.com\/in\/obrunet\/"]}]}},"_links":{"self":[{"href":"https:\/\/www.toutsurmesfinances.com\/patrimoine\/wp-json\/wp\/v2\/posts\/1769","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.toutsurmesfinances.com\/patrimoine\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.toutsurmesfinances.com\/patrimoine\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.toutsurmesfinances.com\/patrimoine\/wp-json\/wp\/v2\/users\/13709"}],"replies":[{"embeddable":true,"href":"https:\/\/www.toutsurmesfinances.com\/patrimoine\/wp-json\/wp\/v2\/comments?post=1769"}],"version-history":[{"count":1,"href":"https:\/\/www.toutsurmesfinances.com\/patrimoine\/wp-json\/wp\/v2\/posts\/1769\/revisions"}],"predecessor-version":[{"id":22497,"href":"https:\/\/www.toutsurmesfinances.com\/patrimoine\/wp-json\/wp\/v2\/posts\/1769\/revisions\/22497"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.toutsurmesfinances.com\/patrimoine\/wp-json\/wp\/v2\/media\/22473"}],"wp:attachment":[{"href":"https:\/\/www.toutsurmesfinances.com\/patrimoine\/wp-json\/wp\/v2\/media?parent=1769"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.toutsurmesfinances.com\/patrimoine\/wp-json\/wp\/v2\/categories?post=1769"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.toutsurmesfinances.com\/patrimoine\/wp-json\/wp\/v2\/tags?post=1769"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}