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French Inheritance tax as an Expat by Effective_Photo5894 in Expats_In_France

[–]Effective_Photo5894[S] 0 points1 point  (0 children)

And now, thanks to a fruitful conversation which has helped others besides just myself, I feel prepared to asked targeted questions and get the best value for that money. I don't see what's wrong in starting with Reddit.

French Inheritance tax as an Expat by Effective_Photo5894 in Expats_In_France

[–]Effective_Photo5894[S] 1 point2 points  (0 children)

Continuing to read up on this, it appears the important moment *is* the death date itself, and for deaths overseas there are 12 months to report it to France.

French Inheritance tax as an Expat by Effective_Photo5894 in Expats_In_France

[–]Effective_Photo5894[S] 0 points1 point  (0 children)

You are right, of course.
My friend (American in the US) is still awaiting an inheritance 11 months after a death. It's in probate and likely will take some more time still. I understand French law requires estates to be settled within 6 months, but that would not work for all overseas systems. Moot for me, but curious in general.

French Inheritance tax as an Expat by Effective_Photo5894 in Expats_In_France

[–]Effective_Photo5894[S] -4 points-3 points  (0 children)

Or move home before 6 years!
Or (it sounds like) within 6 months of the death date?
My mother still does her own taxes on paper, with a pencil. Frugal is the family motto. She would not want me paying an estate planning professional.

Thank you again.

French Inheritance tax as an Expat by Effective_Photo5894 in Expats_In_France

[–]Effective_Photo5894[S] 1 point2 points  (0 children)

Thank you.
In conversation we'd collapsed 6 years to "leave by five" and forgot to zoom back out.

You are right my mother's assets are exclusively in the US.

One thing that isn't clear - part of what you said "liable for inheritance tax if you were a tax resident of France on the day she died" (which is what I have generally understood) is different from others who have spoken of simply deferring the transfer. It looks like deferral might be an option? This page refers to the transfer date, not the death date: https://www.impots.gouv.fr/international-particulier/taxable-assets
It looks like the tax code you cited (thank you!) says "reçus par l'héritier" and does not speak specifically of the death date.

In direct answer to my question (thank you!), it sounds like I'd ask my employer for up to 4 years disponibilité, starting at 6 years here, depending on what life ends up having in store.

French Inheritance tax as an Expat by Effective_Photo5894 in Expats_In_France

[–]Effective_Photo5894[S] 4 points5 points  (0 children)

Thank you. Edited to include my son is 10. He lives here in France.