Un d\u00e9put\u00e9 a questionn\u00e9 le Gouvernement sur le cadre juridique du contrat de r\u00e9v\u00e9lation de succession, notamment en pr\u00e9sence d\u2019un contrat d\u2019assurance vie, souvent transmis hors succession. La r\u00e9ponse du Gouvernement est l\u2019occasion de faire un rappel g\u00e9n\u00e9ral sur la r\u00e9mun\u00e9ration du g\u00e9n\u00e9alogiste qui r\u00e9v\u00e8le une succession\u2026<\/p>\n
\n
R\u00e9mun\u00e9ration du g\u00e9n\u00e9alogiste dans le cadre du contrat de r\u00e9v\u00e9lation de succession<\/h2>\n
Pour rappel, le contrat de r\u00e9v\u00e9lation de succession est le contrat par lequel un g\u00e9n\u00e9alogiste successoral propose \u00e0 une personne, qu’il a identifi\u00e9e comme h\u00e9riti\u00e8re, de lui r\u00e9v\u00e9ler ses droits successoraux, moyennant r\u00e9mun\u00e9ration.<\/p>\n
Cette r\u00e9mun\u00e9ration est fix\u00e9e librement par les parties et prend g\u00e9n\u00e9ralement la forme d\u2019un pourcentage de la succession.<\/p>\n
En cas de litige, le juge peut r\u00e9duire ce pourcentage lorsqu\u2019il est consid\u00e9r\u00e9 comme excessif au regard des services rendus par le g\u00e9n\u00e9alogiste.<\/p>\n
Mais que se passe-t-il lorsqu\u2019un contrat d\u2019assurance vie est transmis \u00e0 l\u2019h\u00e9ritier retrouv\u00e9 par le g\u00e9n\u00e9alogiste ?<\/p>\n
Il se trouve que les contrats d\u2019assurance vie sont tr\u00e8s souvent hors succession. Certains pourraient donc faire valoir le fait que le g\u00e9n\u00e9alogiste ne r\u00e9v\u00e8le pas vraiment un droit successoral \u00e0 l\u2019h\u00e9ritier\u2026<\/p>\n
En pratique, le Gouvernement rappelle que le contrat de r\u00e9v\u00e9lation de succession peut \u00eatre am\u00e9nag\u00e9 par le g\u00e9n\u00e9alogiste pour convenir que sa r\u00e9mun\u00e9ration d\u00e9pendra \u00e9galement du montant du capital des contrats d\u2019assurance vie. La signature du contrat par l\u2019h\u00e9ritier retrouv\u00e9 mat\u00e9rialisera son accord \u00e0 cet am\u00e9nagement.<\/p>\n
Bien s\u00fbr, si le b\u00e9n\u00e9ficiaire de l\u2019assurance vie a connaissance de ses droits sans l’intervention du g\u00e9n\u00e9alogiste, ce dernier n\u2019a pas le droit \u00e0 la r\u00e9mun\u00e9ration pr\u00e9vue dans le contrat de r\u00e9v\u00e9lation. Les juges valident toutefois le principe d\u2019une indemnisation sur le fondement de la gestion d’affaires, uniquement \u00e0 hauteur des d\u00e9penses utiles ou n\u00e9cessaires qu’il a faites pour la recherche de l’h\u00e9ritier retrouv\u00e9.<\/p>\n
Source : R\u00e9ponse minist\u00e9rielle Rabault du 7 mars 2023, Assembl\u00e9e nationale, n\u00b0 3941 : \u00ab Facturation d’honoraires dans le cadre d’un contrat de r\u00e9v\u00e9lation de succession \u00bb<\/p>\n
G\u00e9n\u00e9alogiste : r\u00e9v\u00e9lation de succession = r\u00e9mun\u00e9ration !<\/a> \u00a9 Copyright WebLex – 2023<\/p>\n<\/div>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
Un d\u00e9put\u00e9 a questionn\u00e9 le Gouvernement sur le cadre juridique du contrat de r\u00e9v\u00e9lation de succession, notamment en pr\u00e9sence d\u2019un contrat d\u2019assurance vie, souvent transmis hors succession. La r\u00e9ponse du Gouvernement est l\u2019occasion de faire un rappel g\u00e9n\u00e9ral sur la r\u00e9mun\u00e9ration du g\u00e9n\u00e9alogiste qui r\u00e9v\u00e8le une succession\u2026<\/p>\n","protected":false},"author":0,"featured_media":7690,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[9,7],"tags":[],"class_list":["post-7689","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-actu-juridique","category-actualites"],"acf":[],"yoast_head":"\n
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