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A taxpayer inquired how to demonstrate that funds in a joint account shared with their deceased father did not belong to him, in order to prevent them from being included in the estate. The Directorate-General for Tax Administration (DGT) clarified that being a joint signatory does not equate to ownership of the funds and that actual ownership must be proven.
Cuestión planteada Si existe alguna manera de justificar que el padre del consultante no tenía ningún haber en esa cuenta, o al menos si existe alguna forma de excluir la cantidad correspondiente a la indemnización del ERE ingresado en esa cuenta.
La cotitularidad en cuentas indistintas otorga facultades de disposición frente al banco, pero no determina la propiedad de los fondos. La titularidad dominical depende de la pertenencia originaria del dinero y debe probarse fehacientemente por quien la reclame. Tras el fallecimiento de un cotitular, la parte que le pertenecía pasa a formar parte de su caudal relicto y debe tributar en el Impuesto sobre Sucesiones y Donaciones. El heredero tiene la carga de la prueba ante el banco para demostrar que el saldo es fruto de sus propias aportaciones y no debe integrarse en la herencia.
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