How is the compulsory share calculated in Austria? How much are you entitled to?
In Austria, the compulsory share (Pflichtteil) amounts to half of the statutory share of the estate (gesetzlicher Erbteil) (§ 759 ABGB). Since the 2015 Inheritance Law Amendment Act (ErbRÄG 2015), only descendants and the spouse or registered partner are entitled to a compulsory share (§ 757 ABGB) – parents no longer are. The compulsory share is a monetary claim that you can demand one year after the death (§ 765 para 2 ABGB).
Key facts
- In Austria, the compulsory share (Pflichtteil) is half of the statutory share of the estate (§ 759 ABGB).
- Since the 2015 Inheritance Law Amendment Act, only descendants and the spouse or registered partner are entitled to a compulsory share (§ 757 ABGB); parents no longer are.
- The compulsory share is a monetary claim that can be demanded one year after the death (§ 765 para 2 ABGB).
- The monetary compulsory share must be asserted in court within three years of knowledge of the relevant facts, at the latest 30 years after the death (§ 1487a ABGB).
- The testator can halve the compulsory share in the will if there was never, or for a long period no, close family relationship (§ 776 ABGB).
Who is entitled to the compulsory share?
Children are entitled and, if a child has already died, that child's descendants. The spouse or registered partner is also entitled. Parents, siblings and unmarried partners (Lebensgefährten) have no compulsory share.
The compulsory share is a claim to money, not to specific items. So you cannot demand the apartment, but you can demand its proportionate value.
How the compulsory share is calculated
The basis is the net estate (reiner Nachlass): assets on the date of death less debts and procedural costs. From this, the statutory share of the estate is determined and halved. Alongside children, the spouse inherits one third by law; the children share two thirds.
Worked example: The father leaves a net estate of € 600,000, a wife and two children. In his will he appoints only his wife as sole heir.
| Person | Statutory share | Compulsory share | Amount |
|---|---|---|---|
| Wife | 1/3 | 1/6 | € 100,000 |
| Child A | 1/3 | 1/6 | € 100,000 |
| Child B | 1/3 | 1/6 | € 100,000 |
Each child can therefore claim € 100,000 from the heir. Lifetime gifts can increase or reduce this amount.
Due date, deferral and interest
The claim arises on death and becomes due one year later (§ 765 ABGB). Until payment you are entitled to statutory interest (§ 778 para 2 ABGB).
The deceased can order in the will a deferral (Stundung) of at most five years after death (§ 766 ABGB). The court can also grant a deferral on application by the heir, for example if the heir's own home or a business would otherwise have to be sold (§ 767 ABGB). In cases particularly deserving of consideration, an extension to a total of at most ten years is possible.
Limitation period and reduction of the compulsory share
The monetary compulsory share must be asserted in court within three years of knowledge of the relevant facts, but no later than 30 years after the death (§ 1487a ABGB). A letter to the heir alone does not interrupt the limitation period.
If you never had, or for a long period did not have, the close relationship typical between family members with the deceased, he or she can reduce the compulsory share to half in the will (Pflichtteilsminderung, § 776 ABGB). This does not apply if the deceased avoided contact without reason or gave justified cause for the breakdown in contact. In the example above, € 50,000 would then remain.
Frequently asked questions
Can I claim the compulsory share before one year has passed?
No, it only becomes due one year after the death. However, you can already register your rights in the probate proceedings (Verlassenschaftsverfahren).
Do I have to sue for the compulsory share?
Often an agreement can be reached. If it cannot, a court action is necessary within the limitation period.
Does an unmarried partner receive a compulsory share?
No. An unmarried partner has only an extraordinary right of inheritance under narrow conditions or a statutory legacy under § 745 para 2 ABGB.
How much are you actually entitled to? Use our ErbrechtCheck calculator “What am I entitled to?” or book a free first consultation – in German, English, Bulgarian, Turkish, Russian or Ukrainian.
Book a first consultationoffice@advokat-wien.at+43 1 34 601 71Read more
- Inheritance law & probate – overview & services
- Gifts and the compulsory share in Austria: Does a gift still count after 20 years?
- Contesting a will in Austria: What grounds, time limits and costs apply?
- How do probate proceedings work in Austria – and what do they cost?
- Inheriting debts in Austria: Should I accept the inheritance conditionally or unconditionally?
This article gives a general overview of Austrian law and does not replace advice on your individual case.
