{"id":3750,"date":"2025-10-27T16:40:01","date_gmt":"2025-10-27T15:40:01","guid":{"rendered":"https:\/\/ra-cocron.de\/news\/statutory-share-despite-disclaimer-when-does-the-claim-to-a-statutory-share-remain-valid-despite-disclaiming-an-inheritance\/"},"modified":"2026-02-01T14:37:16","modified_gmt":"2026-02-01T13:37:16","slug":"statutory-share-despite-disclaimer-when-does-the-claim-to-a-statutory-share-remain-valid-despite-disclaiming-an-inheritance","status":"publish","type":"news","link":"https:\/\/ra-cocron.de\/en\/news\/statutory-share-despite-disclaimer-when-does-the-claim-to-a-statutory-share-remain-valid-despite-disclaiming-an-inheritance\/","title":{"rendered":"Statutory share despite disclaimer? \u2013 When does the claim to a statutory share remain valid despite disclaiming an inheritance?"},"content":{"rendered":"\n<p>Anyone who disclaims an inheritance generally loses their status as an heir. However, in certain situations, a claim to the compulsory share remains \u2013 particularly if the heir has been disadvantaged or disinherited by a will.<\/p>\n\n<h2 class=\"wp-block-heading\">\ud83d\udd39 <strong>1. The principle<\/strong><\/h2>\n\n<p>A right to a compulsory share only remains if a <strong>restricted or encumbered inheritance<\/strong> is disclaimed.<br\/> This applies, for example, if the will<\/p>\n\n<ul class=\"wp-block-list\">\n<li>burden the heir with a condition or division order or<\/li>\n\n\n\n<li>grants him less than the legally mandated share.<\/li>\n<\/ul>\n\n<p>In such a case, the heir loses his status as heir, <strong>but retains his right to the compulsory share<\/strong> (\u00a7 2306 BGB).<\/p>\n\n<h2 class=\"wp-block-heading\">\ud83d\udd39 <strong>2. No compulsory portion supplement in case of voluntary disclaimer<\/strong><\/h2>\n\n<p>Anyone who rejects an unencumbered inheritance \u2013 for example, because the estate is over-indebted or there is no interest \u2013 <strong>has no claim to a compulsory share<\/strong> .<br\/> The compulsory share only arises in the case of <strong>disinheritance<\/strong> (\u00a7 2303 BGB).<br\/> Therefore, anyone who voluntarily waives their inheritance <strong>effectively disinherits themselves<\/strong> , meaning that no compulsory share can be claimed.<\/p>\n\n<h2 class=\"wp-block-heading\">\ud83d\udd39 <strong>3. Practical example<\/strong><\/h2>\n\n<p>A testator appoints his son as heir, but obliges him to care for his mother for the rest of his life.<br\/> The son can disclaim the inheritance (\u00a7 2306 para. 1 sentence 2 BGB) and <strong>subsequently claim the compulsory share<\/strong> (\u00a7 2303 BGB).<\/p>\n\n<p>If the son refuses <strong>because the estate is over-indebted<\/strong> ,<br\/> \u27a1\ufe0f <strong>no compulsory share claim<\/strong> ,<br\/> since there is no disinheritance in this case.<\/p>\n\n<h2 class=\"wp-block-heading\">\ud83d\udd39 <strong>4. Special case: Penalty clauses regarding compulsory shares in the Berlin Testament<\/strong><\/h2>\n\n<p>In joint wills of spouses containing so-called <strong>penalty clauses for<\/strong> claiming a compulsory share, a disclaimer can be interpreted as <strong>an assertion of the compulsory share<\/strong> .<br\/> This can lead to a complete exclusion in the second inheritance case.<br\/> \u27a1\ufe0f A legal review before disclaiming the inheritance is therefore strongly recommended.<\/p>\n\n<h2 class=\"wp-block-heading\">\ud83d\udca1 <strong>Conclusion:<\/strong><\/h2>\n\n<p><br\/>Renouncing an inheritance should always be carefully considered. It can be advisable if the will disadvantages the heir, but regularly leads to the <strong>loss of the right to a compulsory share<\/strong> if it is done without such reasons.<\/p>\n\n<p><strong>The Cocron law firm<\/strong> provides competent nationwide support in matters relating to <strong>inheritance, disclaimer and compulsory share<\/strong> .<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Anyone who disclaims an inheritance generally loses their status as an heir. However, in certain situations, a claim to the compulsory share remains \u2013 particularly if the heir has been disadvantaged or disinherited by a will. \ud83d\udd39 1. The principle A right to a compulsory share only remains if a restricted or encumbered inheritance is [&hellip;]<\/p>\n","protected":false},"featured_media":0,"parent":0,"template":"","news-kategorie":[30],"class_list":["post-3750","news","type-news","status-publish","hentry","news-kategorie-erbrecht"],"_links":{"self":[{"href":"https:\/\/ra-cocron.de\/en\/wp-json\/wp\/v2\/news\/3750","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ra-cocron.de\/en\/wp-json\/wp\/v2\/news"}],"about":[{"href":"https:\/\/ra-cocron.de\/en\/wp-json\/wp\/v2\/types\/news"}],"wp:attachment":[{"href":"https:\/\/ra-cocron.de\/en\/wp-json\/wp\/v2\/media?parent=3750"}],"wp:term":[{"taxonomy":"news-kategorie","embeddable":true,"href":"https:\/\/ra-cocron.de\/en\/wp-json\/wp\/v2\/news-kategorie?post=3750"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}