Case study - 5 Details concerning the applicant (natural person)

5 Details concerning the applicant (natural person)

Access to the certificate is reserved (see Article 63 of the Regulation^[1] ):

to heirs, legatees having direct rights in the succession (on the notion of heirs and others, see Form V, Annex IV [pdf]^[2] and Annex V [pdf]^[3]).
and executors of wills or administrators of the estate

who need to invoke their status in another Member State.

How to fill out sections 5.1 to 5.11

No particular difficulties

Advice : How to fill our section 5.12

The notion of “"De Facto Partner"” encompasses the legal forms of cohabitation which exist in certain Member States, such as “sambo” (Sweden) or “avopuoliso” (Finland).

Complement :

For further information, see the status of the applicant

Notes

Article 63
Purpose of the Certificate
1. The Certificate is for use by heirs, legatees having direct rights in the succession and executors of wills or administrators of the estate who, in another Member State, need to invoke their status or to exercise respectively their rights as heirs or legatees and/or their powers as executors of wills or administrators of the estate.
2. The Certificate may be used, in particular, to demonstrate one or more of the following:
  - a) the status and/or the rights of each heir or, as the case may be, each legatee mentioned in the Certificate and their respective shares of the estate;
  - b) the attribution of a specific asset or specific assets forming part of the estate to the heir(s) or, as the case may be, the legatee(s) mentioned in the Certificate;
  - c) the powers of the person mentioned in the Certificate to execute the will or administer the estate.