{"id":14569,"date":"2026-06-30T07:51:54","date_gmt":"2026-06-30T07:51:54","guid":{"rendered":"https:\/\/www.planaris.de\/?p=14569"},"modified":"2026-06-30T08:32:06","modified_gmt":"2026-06-30T08:32:06","slug":"claiming-the-statutory-share-despite-a-will-when-does-the-penalty-clause-for-the-statutory-share-apply","status":"publish","type":"post","link":"https:\/\/www.planaris.de\/en\/pflichtteil-trotz-testament-verlangen-wann-greift-die-pflichtteilsstrafklausel\/","title":{"rendered":"Claiming a compulsory share despite a will: When does the penalty clause for claiming a compulsory share apply?"},"content":{"rendered":"<p class=\"wp-block-paragraph\">Disputes over inheritance are common, particularly when it comes to the statutory share. A recent judgement by the Higher Regional Court of Braunschweig addresses the question, which frequently arises in practice, of when a claim to a statutory share is deemed to have been validly asserted. The judgement clarifies when a penalty clause relating to the statutory share applies and when it does not.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>What is a penalty clause relating to the compulsory share?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Many married couples name each other as sole heirs in their wills and designate their children as residual heirs \u2013 that is, as heirs following the death of both parents. To prevent the children from immediately claiming their statutory share following the death of the first parent \u2013 and thereby reducing the estate of the surviving parent \u2013 a penalty clause relating to the statutory share is often included in the couple\u2019s joint will.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Such a clause could, for example, be worded in such a way that a child who claims their statutory share following the death of the first-to-die parent will, even after the death of the surviving parent, receive only the statutory share and not the full inheritance as the sole heir. It thus acts as a sort of \u201elesson\u201c for children who claim their statutory share.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>The case: What had happened?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In 1971, a married couple had drawn up a joint will containing such a penalty clause. Following the husband\u2019s death in 1976, the mother sold the couple\u2019s house and left part of the proceeds to her daughter. In 1984, the mother drew up a new will in which she once again named both children as heirs. The daughter confirmed in writing that she had already received her share of the inheritance in 1981.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Following his mother\u2019s death, the son applied for a certificate of sole inheritance \u2013 on the grounds that, by accepting the money, his sister had claimed her statutory share and was therefore excluded as a co-heir. The probate court rejected the application; the son lodged an appeal but was also unsuccessful before the Higher Regional Court of Braunschweig.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>The court\u2019s decision<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Higher Regional Court of Braunschweig, Order of 13 February 2025 \u2013 Case No. 10 W 11\/25<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A compulsory share is only deemed to have been \u201eclaimed\u201c within the meaning of the penalty clause if it is demanded in a serious and unambiguous manner. The parent must unambiguously interpret the behaviour of the person entitled to the compulsory share as a demand for that share.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In the present case, these conditions were not met: the mother had given the money to her daughter voluntarily and of her own accord. She was neither burdened nor pressured in any way. The gift was clearly intended to ensure a fair division of the inheritance between the siblings \u2013 entirely in accordance with the will.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The purpose of the clause regarding penalties for claims to a compulsory share is to prevent the surviving spouse from falling into financial difficulties as a result of such claims. This protective purpose was not at issue in this case, which is why the clause does not apply.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>What does this mean in practice?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To avoid disputes, the spouses\u2019 joint will may expressly stipulate that the penalty clause relating to the statutory share applies only if the child claims the statutory share against the express wishes of the surviving parent. This ensures that payments made by mutual agreement \u2013 for example, to make use of tax allowances \u2013 remain possible without jeopardising the child\u2019s right to inherit.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Another option is the so-called optional exclusion clause: this grants the surviving spouse the right to subsequently amend the appointment of the final heir by means of a will. This provides greater flexibility \u2013 but it has one drawback: if the surviving spouse is no longer capable of making a will, or if claims to a compulsory share are only asserted after their death, it is no longer possible to make any adjustments.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The correct drafting of a penalty clause relating to the compulsory share depends on the individual circumstances. As solicitors in Fulda, Frankfurt and other locations in Hesse and Thuringia, we can help you draft your will in such a way as to avoid any future disputes over its interpretation.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Do you have any questions about drawing up your will or the clause regarding the compulsory share?<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Our solicitors specialising in inheritance law will advise you competently, clearly and as equals \u2013 offering a personalised and individual service.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>","protected":false},"excerpt":{"rendered":"<p>Streits ums Erbe gibt es h\u00e4ufig, insbesondere wenn es um den Pflichtteil geht. Ein aktuelles Urteil des OLG Braunschweig befasst sich mit der in der Praxis h\u00e4ufigen Frage, ab wann [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":14579,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[44],"tags":[71,68,70,69],"class_list":["post-14569","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-erbrecht","tag-erbfolge","tag-erbrecht","tag-pflichtteil","tag-testament"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Pflichtteil trotz Testament verlangen: Wann greift die Pflichtteilsstrafklausel? - PLANARIS<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.planaris.de\/en\/claiming-the-statutory-share-despite-a-will-when-does-the-penalty-clause-for-the-statutory-share-apply\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Pflichtteil trotz Testament verlangen: Wann greift die Pflichtteilsstrafklausel? - PLANARIS\" \/>\n<meta property=\"og:description\" content=\"Streits ums Erbe gibt es h\u00e4ufig, insbesondere wenn es um den Pflichtteil geht. 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