notarized inventory of estate

The person entitled to a compulsory portion has a right to information from the heir or heiress. The heir will usually try to fulfill this claim in writing. This means that they will draw up an estate inventory (with the help of their lawyer if necessary) so that the compulsory portion claims of the beneficiary can be determined from this.

It is not uncommon for the heir to be dissatisfied with the list. This may be because their expectations were not met or because the inventory was not drawn up with the necessary care. Regardless of the reason why the beneficiary of the compulsory portion does not accept the list, he or she has the option of demanding that the heir draw up a notarized list, with the consequence that the heir is obliged to instruct a notary. However, the beneficiary of the compulsory portion effectively has no influence on whether the heir commissions a notary. In addition, the commissioning of the notary as a liability of the estate reduces the estate and thus indirectly also the claim of the beneficiary of the compulsory portion.