{"id":6004,"date":"2026-10-22T05:05:07","date_gmt":"2026-10-22T03:05:07","guid":{"rendered":"https:\/\/ra-cocron.de\/?post_type=news&#038;p=6004"},"modified":"2026-11-11T09:01:26","modified_gmt":"2026-11-11T08:01:26","slug":"german-inheritance-law-siblings-compulsory-share","status":"publish","type":"news","link":"https:\/\/ra-cocron.de\/en\/news\/german-inheritance-law-siblings-compulsory-share\/","title":{"rendered":"Siblings and inheritance: who inherits, is there a compulsory share?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Many people assume that siblings always receive something from an inheritance. That is not the case. Siblings only inherit in certain constellations, and there is no compulsory share for siblings at all. Anyone who is passed over by their brother or sister in a will therefore as a rule goes away empty-handed. This article explains when siblings inherit, what applies to half-siblings and step-siblings, how siblings divide an inherited house between themselves and which tax is payable.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">When do siblings inherit? Statutory succession<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If there is no will, the law determines who inherits. It divides relatives into orders. As long as a relative of a higher-ranking order is alive, all subsequent orders go away empty-handed.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>First order:<\/strong> the children of the deceased and, in place of a deceased child, that child&#8217;s children, i.e. the grandchildren.<\/li>\n\n\n<li><strong>Second order:<\/strong> the parents of the deceased and their descendants, i.e. the siblings, nieces and nephews.<\/li>\n\n\n<li><strong>Third order:<\/strong> the grandparents and their descendants, i.e. uncles, aunts and cousins.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Siblings belong to the second order. They therefore only inherit if the deceased leaves <strong>no children and no grandchildren<\/strong>. And even then, they only come into play if one parent has already died: if both parents are still alive, the parents inherit alone and in equal shares. If one parent has died, that parent&#8217;s children, i.e. the siblings of the deceased, take that parent&#8217;s place.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Worked example<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Thomas dies unmarried and childless. His mother is still alive; his father has already died. Thomas has a sister and a brother.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The mother inherits half.<\/li>\n\n\n<li>The other half, which would have gone to the father, passes to his children: the sister and the brother each receive one quarter.<\/li>\n\n\n<li>If both parents had died, the two siblings would each inherit half.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Siblings alongside the spouse<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If the deceased was married, the spouse inherits half alongside parents and siblings. If the spouses lived under the statutory matrimonial property regime of the community of accrued gains (Zugewinngemeinschaft), the spouse&#8217;s share increases by a further quarter to three quarters. Only one quarter then remains for the parents and siblings together. How the order of succession is structured overall is explained in our article <a href=\"https:\/\/ra-cocron.de\/en\/news\/order-of-succession-german-inheritance-law\/\">Understanding the order of succession in German inheritance law<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Is there a compulsory share for siblings?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>No.<\/strong> Under Section 2303 of the German Civil Code (BGB), only the children and grandchildren of the deceased, the spouse and, if the deceased had no children, the parents are entitled to a compulsory share (Pflichtteil). Siblings are not on this list.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This has considerable consequences: anyone who does not wish to provide for their siblings can disinherit them completely by will. If, for example, a childless woman appoints her partner or a charitable association as sole heir, her siblings receive nothing, not even a monetary claim.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What siblings can still do<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Siblings who have been passed over are not entirely without options. It is worth having the will examined carefully:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Formal defects:<\/strong> If the will is not entirely handwritten and signed by the testator, it is invalid. Statutory succession then applies, and the siblings may inherit after all.<\/li>\n\n\n<li><strong>Lack of testamentary capacity:<\/strong> If, when writing the will, the deceased was no longer able to grasp its implications, for example because of advanced dementia, the will is void.<\/li>\n\n\n<li><strong>Contesting the will:<\/strong> If the will is based on a mistake or a threat, those who would benefit from its removal can contest it. The time limit is one year from learning of the ground for contesting.<\/li>\n\n\n<li><strong>Earlier will:<\/strong> Sometimes an earlier will turns up in which the siblings are provided for. If the later will is invalid, the earlier one may apply again.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Half-siblings and step-siblings: who is entitled to inherit?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In inheritance law, descent is all that counts. This results in a clear distinction:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Half-siblings<\/strong> have one parent in common. They inherit through this common parent, i.e. only from that parent&#8217;s &#8220;half&#8221; of the estate. In the worked example above, a paternal half-brother would share in the half attributable to the deceased father, but not in the mother&#8217;s share.<\/li>\n\n\n<li><strong>Step-siblings<\/strong> are not related to each other. Under the law they inherit nothing from each other, even if they grew up together for decades. Anyone who wishes to provide for a step-sibling must do so in a will.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This is explained in detail in our article <a href=\"https:\/\/ra-cocron.de\/en\/news\/difference-between-half-brother-and-stepbrother-significance-in-inheritance-law\/\">Difference between half-brother and stepbrother: significance in inheritance law<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Siblings in the community of heirs: when the parents die<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The most common case in which siblings inherit together is the death of their parents. The siblings then inherit as children, i.e. in the first order, and form a community of heirs (Erbengemeinschaft). The estate belongs to them jointly. They can only dispose of accounts, real estate and valuables jointly, and each of them can demand at any time that the estate be divided.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Duty of equalisation between siblings<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Disputes often arise because one child received more than the others during the parents&#8217; lifetime, for example a contribution towards buying a house, or because one child cared for the parents for years. The law provides for equalisation (Ausgleichung) in such cases. It applies if the siblings inherit as statutory heirs or if the parents provided for them in the will in the same proportions:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Lifetime gifts:<\/strong> A so-called settlement (Ausstattung), for example to set up a business or on marriage, is taken into account when the estate is divided, unless the parents stipulated otherwise. Other gifts are only taken into account if the parents ordered this when making the gift.<\/li>\n\n\n<li><strong>Care:<\/strong> A child who cared for the parents over a long period or worked in their business can demand equalisation if they have not already been paid for this. Their share on division increases accordingly.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can find out more in our article <a href=\"https:\/\/ra-cocron.de\/en\/news\/care-provided-by-children-is-this-taken-into-account-in-inheritance-matters\/\">Care provided by children \u2013 is this taken into account in the inheritance?<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Inherited a house: pay out your siblings or sell?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In many families, the parental home is the most valuable asset in the estate and at the same time the most frequent bone of contention. Siblings essentially have three options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>One sibling takes over the house and pays out the others.<\/strong> The basis is the market value, ideally determined by an expert valuation. The transfer must be notarised. For the sibling taking over, the question of financing often arises.<\/li>\n\n\n<li><strong>The siblings sell together<\/strong> and divide the proceeds according to their shares of the inheritance. This is usually the best option economically.<\/li>\n\n\n<li><strong>Partition auction (Teilungsversteigerung):<\/strong> If the siblings cannot agree, any co-heir can apply for the property to be auctioned. This is the last resort and often achieves a lower price.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">How a partition auction works and how it can be averted is shown in our articles <a href=\"https:\/\/ra-cocron.de\/en\/news\/one-co-heir-is-blocking-the-sale-of-the-house-partition-auction-as-a-legal-solution\/\">One co-heir is blocking the sale of the house<\/a> and <a href=\"https:\/\/ra-cocron.de\/en\/news\/prevent-or-delay-a-partition-auction-these-applications-buy-time\/\">Preventing or delaying a partition auction<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Inheritance tax and gift tax between siblings<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">For tax purposes, siblings are treated considerably less favourably than children or spouses. They fall into tax class II (as at October 2026):<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Tax allowance:<\/strong> 20,000 euros per inheritance or gift. For comparison: children have 400,000 euros, spouses 500,000 euros.<\/li>\n\n\n<li><strong>Tax rate:<\/strong> between 15 and 43 per cent, depending on the value of the acquisition. Up to a taxable acquisition of 75,000 euros, the rate is 15 per cent.<\/li>\n\n\n<li><strong>No family home privilege:<\/strong> The tax exemption for the family home occupied by the owner applies only to spouses and civil partners as well as children, not to siblings.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">The tax allowance applies equally to gifts and inheritances and becomes available again every ten years. Anyone who wishes to provide for their siblings can therefore significantly reduce the tax burden by making lifetime gifts spread over several decades. You can find further planning options in our <a href=\"https:\/\/ra-cocron.de\/en\/news\/11-tips-for-preserving-inheritance-tax-advantages\/\">11 tips for preserving inheritance tax advantages<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Frequently asked questions on inheritance law between siblings<\/h2>\n\n\n<!--blockstudio\/cocron\/cr-accordion-group--><div class=\"accordion\">\n<!--blockstudio\/cocron\/cr-accordion--><div class=\"accordion__item wp-block-cocron-cr-accordion\">\n    <button class=\"accordion__header\">\n        <h3>Do siblings have a compulsory share?<\/h3>\n        <svg class=\"accordion__icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"14\" height=\"8\" viewbox=\"0 0 14 8\" fill=\"none\">\n        <path d=\"M2 0L7 5L12 0L14 1L7 8L0 1L2 0Z\" fill=\"currentColor\"><\/path>\n        <\/svg>\n    <\/button>\n    <div class=\"accordion__panel\">\n        <div class=\"accordion__content-wrapper\">\n        <div>\n\n<p class=\"wp-block-paragraph\">No. Only children and grandchildren, the spouse and, if there are no children, the parents are entitled to a compulsory share (Section 2303 BGB). Siblings can be completely disinherited by will and then have no claim.<\/p>\n\n<\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n\n<!--blockstudio\/cocron\/cr-accordion--><div class=\"accordion__item wp-block-cocron-cr-accordion\">\n    <button class=\"accordion__header\">\n        <h3>When do siblings inherit?<\/h3>\n        <svg class=\"accordion__icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"14\" height=\"8\" viewbox=\"0 0 14 8\" fill=\"none\">\n        <path d=\"M2 0L7 5L12 0L14 1L7 8L0 1L2 0Z\" fill=\"currentColor\"><\/path>\n        <\/svg>\n    <\/button>\n    <div class=\"accordion__panel\">\n        <div class=\"accordion__content-wrapper\">\n        <div>\n\n<p class=\"wp-block-paragraph\">Under statutory succession, siblings only inherit if the deceased has no children or grandchildren and at least one parent has already died. They then take the place of the deceased parent.<\/p>\n\n<\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n\n<!--blockstudio\/cocron\/cr-accordion--><div class=\"accordion__item wp-block-cocron-cr-accordion\">\n    <button class=\"accordion__header\">\n        <h3>Do siblings inherit if there is a spouse?<\/h3>\n        <svg class=\"accordion__icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"14\" height=\"8\" viewbox=\"0 0 14 8\" fill=\"none\">\n        <path d=\"M2 0L7 5L12 0L14 1L7 8L0 1L2 0Z\" fill=\"currentColor\"><\/path>\n        <\/svg>\n    <\/button>\n    <div class=\"accordion__panel\">\n        <div class=\"accordion__content-wrapper\">\n        <div>\n\n<p class=\"wp-block-paragraph\">Possibly, but only a small part. Alongside parents and siblings, the spouse receives half, or three quarters under the statutory matrimonial property regime of the community of accrued gains. The rest goes to the parents. Siblings only inherit part of this if at least one parent has already died.<\/p>\n\n<\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n\n<!--blockstudio\/cocron\/cr-accordion--><div class=\"accordion__item wp-block-cocron-cr-accordion\">\n    <button class=\"accordion__header\">\n        <h3>Are half-siblings entitled to inherit?<\/h3>\n        <svg class=\"accordion__icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"14\" height=\"8\" viewbox=\"0 0 14 8\" fill=\"none\">\n        <path d=\"M2 0L7 5L12 0L14 1L7 8L0 1L2 0Z\" fill=\"currentColor\"><\/path>\n        <\/svg>\n    <\/button>\n    <div class=\"accordion__panel\">\n        <div class=\"accordion__content-wrapper\">\n        <div>\n\n<p class=\"wp-block-paragraph\">Yes. Half-siblings inherit through the common parent, i.e. only from that parent&#8217;s share of the estate. Step-siblings, on the other hand, are not related and inherit nothing without a will.<\/p>\n\n<\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n\n<!--blockstudio\/cocron\/cr-accordion--><div class=\"accordion__item wp-block-cocron-cr-accordion\">\n    <button class=\"accordion__header\">\n        <h3>How do I pay out my siblings for an inherited house?<\/h3>\n        <svg class=\"accordion__icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"14\" height=\"8\" viewbox=\"0 0 14 8\" fill=\"none\">\n        <path d=\"M2 0L7 5L12 0L14 1L7 8L0 1L2 0Z\" fill=\"currentColor\"><\/path>\n        <\/svg>\n    <\/button>\n    <div class=\"accordion__panel\">\n        <div class=\"accordion__content-wrapper\">\n        <div>\n\n<p class=\"wp-block-paragraph\">The basis is the market value of the house, ideally determined by an expert valuation. Each sibling receives the share corresponding to their share of the inheritance. The transfer of the house to the sibling taking it over must be notarised.<\/p>\n\n<\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n\n<!--blockstudio\/cocron\/cr-accordion--><div class=\"accordion__item wp-block-cocron-cr-accordion\">\n    <button class=\"accordion__header\">\n        <h3>How high is the inheritance tax allowance for siblings?<\/h3>\n        <svg class=\"accordion__icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"14\" height=\"8\" viewbox=\"0 0 14 8\" fill=\"none\">\n        <path d=\"M2 0L7 5L12 0L14 1L7 8L0 1L2 0Z\" fill=\"currentColor\"><\/path>\n        <\/svg>\n    <\/button>\n    <div class=\"accordion__panel\">\n        <div class=\"accordion__content-wrapper\">\n        <div>\n\n<p class=\"wp-block-paragraph\">Siblings have a tax allowance of 20,000 euros and fall into tax class II with tax rates between 15 and 43 per cent. The same allowance applies to gifts and can be used again every ten years (as at October 2026).<\/p>\n\n<\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Have you been passed over in a will as a sibling, are you in a dispute within the community of heirs about your parents&#8217; house, or do you want to know how large your share of the inheritance is? Rechtsanwalt Cocron GmbH &amp; Co. KG, Munich and Berlin, advises throughout Germany on <a href=\"https:\/\/ra-cocron.de\/en\/rechtsgebiete\/inheritance-law-attorney-your-law-firm-for-compulsory-shares-wills-and-more\/\">succession, wills and communities of heirs<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Do siblings have a compulsory share? When siblings inherit, what applies to half-siblings and how to reach agreement on an inherited house.<\/p>\n","protected":false},"featured_media":0,"parent":0,"template":"","news-kategorie":[30],"class_list":["post-6004","news","type-news","status-publish","hentry","news-kategorie-erbrecht"],"_links":{"self":[{"href":"https:\/\/ra-cocron.de\/en\/wp-json\/wp\/v2\/news\/6004","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=6004"}],"wp:term":[{"taxonomy":"news-kategorie","embeddable":true,"href":"https:\/\/ra-cocron.de\/en\/wp-json\/wp\/v2\/news-kategorie?post=6004"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}