Clarify the adoption order and effective date
Start with the adoption order, the date on which it became effective and the specific form of adoption. These points determine which legal lines need to be examined.
Adoption changes inheritance lines. In a dispute, section 197 ABGB, the form of adoption and the distinction between biological and adoptive relatives matter.
Mag. Bernhard Brandauer
Attorney · BRANDAUER Rechtsanwälte, Salzburg
Inheritance matters are handled by Mag. Bernhard Brandauer together with a coordinated team. We examine the will, compulsory portion, gifts and deadlines and tell you clearly where you stand.
After the death of an adoptive parent, an adopted child may dispute heirship, a compulsory portion or the scope of the adoption with other relatives. The decisive questions include whether the adoption order was effective, whether it was a stepchild adoption and which family-law relationships remain.
The adoption record, effective date, will and probate file must be read together. This article separates heirship from the compulsory portion calculation and classifies biological and adoptive family lines under sections 197 and 199 ABGB.
The short assessment leads from the concrete record to the relevant succession review.
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For adopted children, the adoption record, family line and compulsory portion question must be reviewed separately.
Start with the adoption order, the date on which it became effective and the specific form of adoption. These points determine which legal lines need to be examined.
Classify statutory heirship, compulsory portion, the will and estate values separately. An adopted child may be treated like a child for succession, but the concrete claim depends on the estate and the people involved.
Where biological and adoptive relatives assert different rights, the effects of the specific adoption must be reviewed. Sections 197 and 199 ABGB provide different points of reference for that review.
Section 197(1) ABGB generally creates between the adopter and the adopted child the same rights as those established by descent. An adoption by one person and an adoption by spouses can nevertheless leave biological family relationships in different positions.
Section 199 ABGB contains specific rules for inheritance relationships with biological parents and for statutory succession in the second line. It is therefore not enough to look only at the label adopted child or stepchild.
The first document set should contain the adoption order or agreement, its effective date, birth and family-status records and the death certificate. For the succession side, add the will, probate file, estate inventory and correspondence from the court commissioner.
The compulsory portion review also requires estate values, debts and relevant lifetime transfers to be organised. Separate claims concerning the adoptive parent's estate from possible inheritance relationships with the biological family.
First prepare a short timeline covering the effective date of the adoption, the date of death, the will and the procedural stage reached so far. Then mark whether the dispute concerns heirship, the compulsory portion share, individual estate assets or family classification.
A letter to the court commissioner or another participant should address that exact issue and identify the relevant record. This keeps clear whether the next step concerns heirship, estate information or calculation of a compulsory portion.
In inheritance law, deadlines and evidence decide. Call us directly or send an email, callback within one business day.
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