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Doctor appointed as heir: will remains effective

Inheritance law is complicated. It becomes even trickier when the treating doctor comes into play as an heir. Will the will then remain valid?

Court ruling - Doctor appointed as heir: will remains effective

According to a court decision, a treating doctor can be appointed as an heir by a patient - even if he himself has certified her capacity to draw up a will. This does not render the will invalid in part, the Frankfurt Higher Regional Court announced on Wednesday.

In the specific case, a woman had named her treating doctor as co-heirs in several wills - alongside friends and relatives. In the last will in 2021, she asked the doctor to confirm her testamentary capacity - which he then noted accordingly on the will.

This will was later contested by a co-heir on the grounds that it violated the professional code of conduct of the Hessian Medical Association. According to these regulations, doctors are not allowed to accept gifts or benefits if the impression is created that the independence of medical decisions is influenced. In addition, the testator, who had a heart condition, was no longer capable of making a will.

The probate court in Kassel initially rejected applications for a certificate of inheritance from the doctor and one of the heirs, against which an appeal was lodged. The Higher Regional Court now saw no violation of the professional regulations of the State Medical Association, as they did not contain a prohibition on testamentary capacity.

Furthermore, there were no concrete indications that the testator was incapable of making a will. According to the Higher Regional Court, the decision is contestable and an appeal on points of law to the Federal Court of Justice has been permitted.

Court notice

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Source: www.stern.de

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