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はじめの一歩
~遺産分割協議編~
1
0.遺産分割の流れ
遺産分割の大まかな流れ
1.相続人の確定・相続分の確定
2.遺産の範囲の確定
3.遺産分割協議
4.遺産分割協議書の作成
2
1.相続人の確定・相続分の確定
⑴ 被相続人の戸籍を出生時から死亡時まですべて取得する
→ 被相続人が死亡したこと(「除籍」)が記載されている
戸籍から出生までさかのぼっていく。
※ 本籍地が分からない場合は、本籍地が記載された住民票を取得
取得方法
① 職務上請求書を使って取得する
② 本人に取得してもらう
3
1.相続人の確定・相続分の確定
⑵ 相続人の戸籍を取得する
⑶ 相続人を確定させる
⑷ 相続関係図を作成する
⑷ 相続人の相続分を確定させる
4
1.相続人の確定・相続分の確定
※ 戸籍の一括取得(戸籍の広域交付制度)
令和6年3月1日より、最寄りの市区町村窓口にて、被相続人の戸籍を一括して取得
できることとなった。
(メリット)
一括取得できるため、短期間で被相続人の戸籍を集めることができる。
(デメリット)
窓口まで行かなければならない
この制度を利用できるのは被相続人の配偶者・直系尊属・直系卑属のみ
士業による職務上請求や、相続人の代理人は、この制度を利用できない
コンピュータ化されていない一部の戸籍・除籍には対応していない
5
1.相続人の確定・相続分の確定
※ 戸籍を読む際の注意点
・被相続人の前夫・前妻との間に子がいないかを確認
・養子縁組の有無を確認
・認知した子がいないかを確認
6
1.相続人の確定・相続分の確定
※ そもそも戸籍の読み方が分からないという方は?
7
2.遺産の範囲の確定
⑴ 主要な財産のチェック
・現金
・預貯金
・出資金
・不動産
・株式
・自動車等
・その他(聞き取りを行う)
8
2.遺産の範囲の確定
⑵ 預貯金
・被相続人の通帳・キャッシュカードの確認
・ネットバンクについては、スマホ・PC・
メールをチェック
9
2.遺産の範囲の確定
⑶ 不動産①
・ 納税通知書を探す
・ 名寄帳の取得する(市町村)
・ 不動産の登記簿謄本(登記事項証明書)を取得
(法務局)
・ 名義の確認
・ 抵当権の確認(債務の確認)
10
2.遺産の範囲の確定
⑶ 不動産②
固定資産評価額は公示価格(≒実勢価格)の70%とされている
→ 固定資産評価額÷0.7=公示価格(≒実勢価格)となる。
11
2.遺産の範囲の確定
⑷ 株式
・通帳やネットバンクで「配当金」がないか確認
・ 被相続人宛の郵便物の中に「年間取引報告書」
がないか確認
12
2.遺産の範囲の確定
⑸ 自動車
・車検証を確認。
・車種、グレード、走行距離を確認
→Gooネット等で実勢価格を調査
13
2.遺産の範囲の確定
⑹ 財産目録の作成
これらの情報をもとに、遺産目録を作成する
14
3.遺産分割協議
遺産分割協議は、相続人間で行ってもらう。
この手続きには関与しないようにする。
15
4.遺産分割協議書の作成
※ 遺産分割協議書の作成について
・遺産分割協議書の中身は案件によって違う
・押印は実印でしてもらう
・相続人が遠方に散らばっている場合は、遺産分割証
明書を利用することを検討する。
16
4.遺産分割協議書の作成
17
5.注意点
遺産分割協議書作成を受任する上での注意点
・に紛争化している案件は、受任しない。
・手続の途中で紛争化した事件は、辞任する。
・上記を相談者・依頼者にあらかじめ説明しておく。
・相談者や依頼者の身内が亡くなったため遺産分割事件が発生する。
→ まずはお悔やみを。
18
以上です。
ご清聴ありがとうございました。
19

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