Chapter Two: Vesting of the Estate |
Art. 560
A. Vesting I. Heirs 1 On the death of the deceased, the estate in its entirety vests by operation of law in the heirs. 2 Subject to the statutory exceptions, the deceased’s claims, rights of ownership, limited rights in rem and rights of possession automatically pass to the heirs and the debts of the deceased become the personal debts of the heirs. 3 Vesting in the named heirs takes effect retroactively from the date on which the succession process commenced and the statutory heirs must relinquish the estate to them according to the rules governing possession. |
Art. 561541
II. ... 541Repealed by No I 2 of the FA of 5 Oct. 1984, with effect from 1 Jan. 1988 (AS 1986 122153Art. 1; BBl 1979 II 1191). |
Art. 562
III. Legatees 1. Vesting 1 The legatees have a personal claim against the obligors of their legacies or, where no-one is specifically named as such, against the legal or named heirs. 2 Unless otherwise provided by disposition mortis causa, the claim becomes due once the obligor has accepted the inheritance or is no longer able to disclaim it. 3 If the heirs fail to fulfil their obligation, they may be sued for release of the bequeathed property or, where the legacy pertains to performance of some action, for damages. |
Art. 563
2. Object 1 Where the bequest to the legatee is a usufruct or annuity or other recurring benefit, unless otherwise stipulated, his or her claim is determined according to the provisions of property law and the Code of Obligations. 2 If the legacy is a life assurance claim maturing on the death of the testator, the legatee is entitled to assert that claim directly. |
Art. 564
3. Relationship between creditors and legatees 1 The claims of the testator’s creditors precede those of legatees. 2 The claims of the heir’s creditors rank equally with those of the testator’s creditors, provided the heir acquired the inheritance without reservation. |
Art. 565
4. Abatement 1 If, after the legacies have been distributed, the heirs pay debts of the estate that were previously unknown to them, they are entitled to reimbursement from the legatees of an amount corresponding to the proportionate abatement of such legacies that the heirs could have claimed. 2 However, the legatees may be held liable only in the amount by which they are enriched at the time such reimbursement is demanded. |
Art. 566
B. Disclaimer I. Declaration 1. Right to renounce 1 The legal and named heirs are entitled to disclaim the inheritance passing to them. 2 There is a presumption of a disclaimer if at the time of his or her death the deceased had been officially declared insolvent or was manifestly insolvent. |
Art. 567
2. Time limit a. In general 1 The time limit for a disclaimer is three months. 2 For statutory heirs, this limit begins on the date on which they learned of the death, unless they can show that they did not learn of their succession rights until later, and for named heirs it begins on the date on which they received official notification of the testator’s disposition. |
Art. 569
3. Passing of right to disclaim 1 If an heir dies before disclaiming or accepting an inheritance, the right to disclaim passes to his or her heirs. 2 For such heirs, the disclaimer time limit begins on the date on which they learned that the inheritance passed to the deceased heir and ends no sooner than the date on which the time limit for disclaiming the inheritance from the deceased heir expires. 3 Where such heirs disclaim the inheritance and it passes to other heirs who previously had no succession rights, the disclaimer time limit for the latter begins on the date on which they learned of the disclaimer. |
Art. 571
II. Forfeiture of right to disclaim 1 If the heir fails to declare that he or she disclaims the inheritance within the relevant time limit, he or she acquires it without reservation. 2 Where an heir has interfered in the affairs of the estate before expiry of the disclaimer time limit or has acted in a manner not conducive to administering the estate or maintaining the deceased’s business activities, or where he or she has appropriated or concealed objects belonging to the estate, he or she is no longer entitled to disclaim the inheritance. |
Art. 572
III. Disclaimer by one co-heir 1 Where the deceased has not made a disposition mortis causa and one of two or more heirs disclaims the inheritance, his or her share of the estate passes to the other heirs as if he or she had predeceased. 2 Where the deceased has made disposition mortis causa, any share of the estate disclaimed by a named heir passes to the testator’s nearest statutory heirs, unless other intentions on the part of the testator are evident from the disposition. |
Art. 573
IV. Disclaimer by all the nearest heirs 1. In general 1 Where the inheritance is disclaimed by all the nearest heirs, the estate is liquidated by the bankruptcy office. 2 If liquidation produces a surplus after payment of debts, this passes to those entitled to inherit as if they had not disclaimed it. |
Art. 575
3. Disclaimer in favour of subsequent heirs 1 When disclaiming the inheritance, the heirs may request that it be offered to their subsequent heirs before the estate is liquidated. 2 In this event, the authority informs the subsequent heirs that the preceding heirs have disclaimed, and if the former fail to declare their acceptance of the inheritance within one month, they are likewise deemed to have disclaimed it. |
Art. 578
VII. Security for the heir’s creditors 1 Where an overindebted heir has disclaimed an inheritance in order to withhold it from his or her creditors, the latter or the bankruptcy administrators may challenge the disclaimer within six months unless their claims are secured. 2 If their challenge is upheld, the inheritance is placed in official liquidation. 3 Any surplus serves first to satisfy the challenging creditors and any balance remaining after redemption of the other debts passes to the heirs in whose favour the disclaimer was made. |
Art. 579
VIII. Liability in the event of disclaimer 1 Where the deceased was insolvent and his or her heirs disclaim the inheritance, they remain liable to his or her creditors to the extent that in the five years prior to his or her death they received property or assets from him or her which on division of the estate would have been subject to hotchpot. 2 The endowment of newly-weds according to local custom and the costs of raising and educating children are not affected by such liability. 3 Heirs acting in good faith are liable only to the extent they are still enriched. |
Chapter Three: Public Inventory |
Art. 580
A. Requirements 1 Any heir entitled to disclaim his or her inheritance has the right to request a public inventory. 2 The request must be made to the competent authority within one month in the same form as the disclaimer. 3 A request made by one heir is also valid for the others. |
Art. 581
B. Procedure I. Inventory 1 The public inventory is drawn up by the competent authority in accordance with the provisions of cantonal law and consists of a list of all the assets and debts of the estate, together with an appraisal of the value of each item in the inventory. 2 Any person able to provide information on the financial circumstances of the deceased is personally obliged to give the authority all the information it requires. 3 In particular, the heirs must inform the authority of any debts of the deceased that are known to them. |
Art. 582
II. Formal call to account 1 In the course of drawing up the inventory, the authority shall make a formal call to account whereby appropriate public notices are issued calling on all creditors and debtors of the deceased, including creditors under a surety, to come forward and register their claims and debts within a specified time limit. 2 Such notices must alert the creditors to the consequences of any failure to register. 3 The time limit for registering must not be earlier than one month from the date of the first public notice. |
Art. 585
C. Situation of the heirs during the inventory I. Administration 1 While the inventory is being drawn up, only the necessary administrative actions may be taken. 2 Where the authority authorises an heir to continue the deceased’s business activities, the co-heirs may request that security be furnished. |
Art. 586
II. Debt enforcement, litigation, prescription 1 While the inventory is being drawn up, no action may be taken to enforce the debts of the deceased. 2 ...542 3 Except in urgent matters, court proceedings may neither be commenced nor continued. 542 Repealed by Annex No 3 of the FA of 15 June 2018 (Revision of the Law on Prescription), with effect from 1 Jan. 2020 (AS 2018 5343; BBl 2014 235). |
Art. 587
D. Effect I. Time limit for declaration of intention 1 Once the inventory is closed, all the heirs are requested to declare within one month their intentions with regard to acquiring the inheritance due to them. 2 Where justified in the circumstances, the competent authority may set a further time limit for obtaining appraisals, settling disputed claims and the like. |
Art. 588
II. Declaration of intention 1 During the set time limit, an heir may disclaim his or her inheritance or request official liquidation or accept the inheritance either subject to public inventory or without reservation. 2 Where an heir makes no declaration, he or she is deemed to have accepted the inheritance subject to public inventory. |
Art. 589
III. Effects of acceptance subject to public inventory 1. Liability as per inventory 1 Where an heir accepts the inheritance subject to public inventory, the debts of the deceased listed in the inventory and the assets pass to him or her. 2 The acquisition of the inheritance with all attendant rights and obligations takes effect retroactively from the date on which the succession process commenced. 3 The heir is liable for debts listed in the inventory both with the inheritance and with his or her own assets. |
Art. 590
2. Liability beyond the inventory 1 The heirs are not liable either personally or with the inheritance towards creditors of the estate whose claims were not included in the inventory because the creditors failed to register them in time. 2 Where such failure to register claims in the inventory was through no fault of the creditor or his or her claims were not included in the inventory despite having been registered, the heir is liable to the extent he or she is enriched by the inheritance. 3 In all cases, creditors may assert claims to the extent these are secured by a lien on the estate assets. |
Art. 591
E. Liability for debts subject to a surety Any debts under a surety given by the deceased are listed separately in the inventory and may be asserted against an heir, even where he or she accepts the inheritance, only in the amount that would be allocated to the surety debt if all debts of the estate were to be redeemed under the rules governing bankruptcy. |
Chapter Five: Action for Recovery of Inheritance |
Art. 598
A. Requirements 1 A person who believes that, as a legal or named heir, he or she has a better claim than the current possessor to an estate or a part thereof may assert his or her claim by bringing an action for recovery of inheritance. 2 ...543 543 Repealed by Annex 1 No II 3 of the Civil Procedure Code of 19 Dec. 2008, with effect from 1 Jan. 2011 (AS 2010 1739; BBl 2006 7221). |
Art. 600
C. Prescription 1 The right to bring an action for recovery of inheritance against a defendant acting in good faith prescribes one year after the date on which the claimant learned that the property was possessed by the defendant and that he or she has a better claim to it, but in all cases ten years after the death of the deceased or the date on which the will was read. 2 The prescriptive period for the right to bring an action against a defendant acting in bad faith is always 30 years. |
Title Seventeen: Division of the Estate |
Chapter One: Community of Heirs prior to Division |
Art. 602
A. Effect of succession I. Community of heirs 1 Where several heirs inherit the estate, on succession and until such time as it is divided they form a community in respect of all rights and obligations of the estate. 2 They become joint owners of the property belonging to the estate and have joint power of disposal over the rights of the estate, subject to contractual or statutory powers of representation and administration. 3 At the request of one co-heir, the competent authority may appoint a representative of the community of heirs until the estate is divided. |
Art. 603
II. Liability of the heirs 1 The heirs are jointly and severally liable for the debts of the deceased. 2 The appropriate compensation due to children or grandchildren for contributions made to the household they shared with the deceased must be added to the debts of the estate unless this would render the estate overindebted.544 544Inserted by No I 1 of the FA of 6 Oct. 1972, in force since 15 Feb. 1973 (AS 1973 93; BBl 1970 I 805, 1971 I 737). |
Art. 604
B. Right to division 1 Any heir may at any time request that the estate be divided unless he or she is under a contractual or statutory obligation to remain a member of the community of heirs. 2 On application by an heir, the court may order a temporary deferral of the division of the estate or specific parts thereof where immediate division would substantially impair their value. 3 Where one heir is insolvent, his or her co-heirs may apply for provisional measures to secure their own claims immediately upon succession. |
Art. 605
C. Deferral of division 1 If on succession the rights of an unborn child need to be taken into consideration, the division of the estate must be deferred until the child is born. 2 In the interim, the child’s mother is entitled to enjoy the benefits of the joint estate to the extent required for her maintenance. |
Chapter Two: Method of Division |
Art. 607
A. In general 1 Statutory heirs must divide the estate among themselves and with the named heirs according to the same principles. 2 Except where provided otherwise, they are free to decide on the method of division. 3 Co-heirs in possession of estate property or in debt to the deceased must provide precise information regarding such circumstances prior to the division. |
Art. 608
B. Instructions concerning the division I. Disposition mortis causa 1 The testator is entitled by means of disposition mortis causa to give his or her heirs instructions concerning the division and the formation of portions. 2 Such instructions are binding on the heirs, subject to measures to balance out the portions in the event of an inequality not intended by the testator. 3 Unless other intentions on the part of the testator are evident from his or her disposition, any bequest of a given part of the estate to one particular heir is deemed to be merely an instruction concerning the division rather than a specific legacy. |
Art. 609
II. Assistance from the authorities 1 At the request of a creditor who has acquired or distrained an inheritance that has passed to an heir or who holds unpaid debt certificates against him or her, the authorities must assist in the division in place of that heir. 2 Cantonal law may provide for official intervention in the division process in other cases. |
Art. 610
C. Performing the division I. Equal rights of heirs 1 Except where other provisions apply, all heirs have an equal right to the estate property. 2 They must disclose to each other all circumstances concerning their relationship with the deceased insofar as these pertain to the just and equitable division of the estate. 3 Each heir may request that the debts of the deceased be redeemed or secured prior to division of the estate. |
Art. 611
II. Formation of lots 1 The heirs form as many portions or lots as there are heirs or stirpes. 2 If they are unable to reach agreement, at the request of one heir the competent authority must form the lots with due regard to local custom and the personal circumstances and wishes of the majority of the co-heirs. 3 The lots are distributed among the heirs either as agreed or by the drawing of lots. |
Art. 612
III. Allocation and sale of specific objects 1 Where the value of an object belonging to the estate would be substantially diminished if such object were divided, it is allocated in its entirety to one of the heirs. 2 Where the heirs are unable to agree on the division or allocation of an object, it must be sold and the proceeds divided. 3 At the request of an heir, such sale must be carried out at auction and, in the absence of agreement among the heirs, the competent authority decides whether such auction is to be public or only among the heirs. |
Art. 612a545
IV. Allocation of the home and household effects to the surviving spouse 1 Where the house or apartment in which the spouses lived or the household effects form part of the estate, the surviving spouse may request that such property be allocated to him or her against his or her portion. 2 Where justified in the circumstances, at the request of the surviving spouse or the other statutory heirs of the deceased, a usufruct or right of residence may be granted rather than ownership of the home. 3 The surviving spouse cannot claim such rights in respect of premises in which the deceased practised a profession or ran a business and which are required by one of his or her issue in order to continue the profession or business, subject to the provisions of agricultural law of succession. 4 The same provisions apply mutatis mutandis to registered partners.546 545Inserted by No I 2 of the FA of 5 Oct. 1984, in force since 1 Jan. 1988 (AS 1986 122153Art. 1; BBl 1979 II 1191). 546 Inserted by Annex No 8 of the Same-Sex Partnership Act of 18 June 2004, in force since 1 Jan. 2007 (AS 20055685; BBl 20031288). |
Art. 613
D. Special items I. Items that belong together, family documents 1 Items which by their nature belong together must not be separated if one of the heirs objects to such separation. 2 Family documents and items of special sentimental value to the family must not be sold if any of the heirs objects. 3 If the heirs cannot reach agreement, the competent authority decides whether to sell such items or to allocate them, against the recipient’s portion or otherwise, giving due regard to local custom and, in the absence of such custom, to the personal circumstances of the heirs. |
Art. 613a547
I.bis Agricultural inventory Where the tenant of an agricultural enterprise dies and one of his or her heirs continues the lease on his or her own, on request he or she may have the entire inventory (livestock, machinery, supplies, etc.) allocated to him or her and charged to his or her portion at its utility value. 547Inserted by Art. 92 No 1 of the FA of 4 Oct. 1991 on Rural Land Rights, in force since 1 Jan. 1994 (AS 19931410; BBl 1988III 953). |
Art. 616548
548Repealed by Art. 92 No 1 of the FA of 4 Oct 1991 on Rural Land Rights, with effect from 1 Jan. 1994 (AS 19931410; BBl 1988III 953). |
Art. 617549
IV. Land 1. Method of allocation a. Imputed value Land is charged to the heirs’ portions at its market value as at the time of the division. 549Amended by Art. 92 No 1 of the FA of 4 Oct. 1991 on Rural Land Rights, in force since 1 Jan. 1994 (AS 19931410; BBl 1988III 953). |
Art. 618
b. Valuation procedure 1 Where the heirs are unable to agree on the market value, it is estimated by an officially appointed expert.550 2 ...551 550 Amended by Annex 1 No II 3 of the Civil Procedure Code of 19 Dec. 2008, in force since 1 Jan. 2011 (AS 2010 1739; BBl 2006 7221). 551Repealed by No I 1 of the FA of 6 Oct. 1972, with effect from 15 Feb. 1994 (AS 1973 93; BBl 1970 I 805, 1971 I 737). |
Art. 619552
V. Agricultural businesses and land The method of including and allocating agricultural enterprises and agricultural land is governed by the Federal Act of 4 October 1991553 on Rural Land Rights. 552Amended by Art. 92 No 1 of the FA of 4 Oct. 1991 on Rural Land Rights, in force since 1 Jan. 1994 (AS 19931410; BBl 1988III 953). |
Art. 620–625554
554Repealed by Art. 92 No 1 of the FA of 4 Oct 1991 on Rural Land Rights with effect from 1 Jan. 1994 (AS 19931410; BBl 1988III 953). |
Chapter Three: Hotchpot |
Art. 626
A. Hotchpot duty of the heirs 1 The statutory heirs are under a mutual obligation to place into hotchpot any property received from the deceased during his or her lifetime as advancements against their share of the estate. 2 Unless the deceased expressly instructed otherwise, anything gifted or granted to his or her issue by way of dowry, endowment or assignment of assets, debt remission and the like is subject to hotchpot. |
Art. 627
B. Hotchpot if heirs cease to be heirs 1 If a person ceases to be an heir before or after succession, his or her duty of hotchpot passes to the heirs that replace him or her. 2 The issue of an heir have a duty of hotchpot in respect of advancements made in his or her favour even if those advancements have not devolved on them. |
Art. 628
C. Calculation method I. In kind or by imputation of value 1 When placing property in hotchpot, the heirs may at their discretion do so either in kind or by imputing its value, even if the advancements made in their favour exceed the value of their share of the estate. 2 The above provisions are subject to any contrary instructions issued by the testator and to the co-heirs’ right to abatement of the advancements. |
Art. 629
II. Correlation with share of the estate 1 Where advancements to an heir exceed the value of his or her share of the estate, subject to claims in abatement, the surplus is exempt from hotchpot if it may be shown that the deceased intended to favour said heir by such advancements. 2 Exemption from hotchpot is presumed in the case of endowments in the usual order of magnitude made to the issue on their marriage. |
Art. 630
III. Hotchpot value 1 Hotchpot is calculated according to the value of the advancements on succession or, where the advanced property has previously been sold, the sale proceeds obtained. 2 Any expenditure on and damage to the property and the natural produce derived therefrom must be allowed for among the heirs according to the rules governing possession. |
Art. 631
D. Education costs 1 Unless it is shown that the deceased intended otherwise, sums expended by him or her on the upbringing and education of individual children are subject to hotchpot only insofar as they exceed the normal amounts. 2 Children still in education or who suffer from disabilities must be granted appropriate advance payments on division of the estate.555 555Amended by No I 2 of the FA of 5 Oct. 1984, in force since 1 Jan. 1988 (AS 1986 122153Art. 1; BBl 1979 II 1191). |
Art. 633556
556Repealed by No I 1 of the FA of 6 Oct. 1972, with effect from 15 Feb. 1994 (AS 1973 93; BBl 1970 I 805, 1971 I 737). |
Chapter Four: Completion and Effect of Division |
Art. 635
II. Contracts regarding shares of the estate 1 In order to be valid, contracts between heirs regarding assignment of shares of the estate must be done in writing.557 2 If such contracts are concluded by an heir with third parties, they do not give the latter any right to participate in the division of the estate, but merely confer a claim on the share allocated to that heir as a result of the division. 557Amended by No I 2 of the FA of 5 Oct. 1984, in force since 1 Jan. 1988 (AS 1986 122153Art. 1; BBl 1979 II 1191). |
Art. 636
III. Contracts prior to succession 1 Contracts concluded without the involvement and authorisation of the testator between one heir and another or between an heir and a third party regarding an inheritance that has not yet devolved on the heir are not binding. 2 Any performance rendered under such contracts may be reclaimed. |
Art. 637
B. Liability among co-heirs I. Warranty 1 On completion of the division, the co-heirs are mutually liable for the estate property as if they were purchasers and vendors. 2 They must mutually warrant the existence of claims allocated to them in the division and, except in the case of securities with a market price, are mutually liable as simple guarantors for the debtor’s solvency in the amount at which such claims were brought into account. 3 Claims under such warranty prescribe one year after the division or the subsequent date on which the claims fell due. |
Art. 639
C. Liability toward third parties I. Joint and several liability 1 Even after the division of the estate, the heirs remain jointly and severally liable with their entire property for the debts of the testator to his or her creditors, providing the latter have not expressly or tacitly agreed to a division or transfer of such debts. 2 The joint and several liability of the co-heirs prescribes five years after the division or the subsequent date on which the debt claim fell due. |
Art. 640
II. Recourse against co-heirs 1 If an heir has paid a debt owed by the deceased that was not allocated to him or her in the division, or if he or she has paid more of a debt than he or she has assumed, he or she has right of recourse against the co-heirs. 2 Recourse is taken first against the person who assumed such debt in the division. 3 In all other respects, the heirs must bear the debts in proportion to their shares in the estate, unless otherwise agreed. |
Part Four: Property Law |