Financing options for acquiring grandfather's house

  • Erstellt am 2022-11-06 09:04:56

Mangolicious

2022-11-06 09:04:56
  • #1
Dear forum,
maybe you can give us some helpful tips for the possible takeover of my grandfather's house.
The situation is as follows:
My father (only child) will inherit the house of my 93-year-old grandpa (who no longer lives in the house) relatively soon. He is the sole heir.
My two siblings have no interest in the house.
We (f29, m35, soon two children) are interested. For my father, it is primarily important that we are not excessively favored compared to my siblings, so that the good family relationship between us remains intact.

What different options and financing models are there so that we do not have to borrow expensive money from the bank, which would largely lie idle in my father's [Tagesgeldkonto]?

Should something possibly be considered even before my father inherits?

Maybe some additional information:
About the house: mid-70s, 170 sqm flat roof, gas heating, well-maintained condition, although I have no knowledge about the substance or similar.
About our current financial means: approx. 5000 euros net income (both working part-time), rather frugal types. Approx. 100,000 euros equity (another 70-100k tied-up, not available equity in the short term).
We would quite like to renovate the house energetically, if necessary and possible, ideally also install a new heating system, remove the open fireplace (or do something else with it, if possible), redo the kitchen, bathrooms, and floors. We don't really have any craftsmanship experience (we can prime walls, wallpaper, paint, remove tiles).
 

SoL

2022-11-06 09:18:35
  • #2
Conduct an appraisal, then you can maintain family peace. At 93 years, I assume that only maintenance has been done in the last 25-30 years. Therefore, I would initially set a flat rate of €2,000/sqm for the renovation and your wishes. Of course, this is generalized; for that, you (hopefully) get professional support to assess the necessary measures and costs. And then you should calculate for yourselves whether it is financially possible and sensible for you...
 

SumsumBiene

2022-11-06 09:24:51
  • #3
If you have a good relationship within the family, then you will surely come to an agreement (Freunde von uns haben ihr Haus für 75000€ bekommen vor zehn Jahren. Alle anderen aus der Familie hatten bereits ein Haus und könnten gut damit leben). However, I would only take out a private loan from the father at most and pay the siblings out regularly. And probably only for the renovation work.
 

Myrna_Loy

2022-11-06 09:38:34
  • #4
I would consult a tax advisor on how the money for the house purchase can already be transferred to the siblings promptly and tax-free within the framework of gifts. An official valuation for this purpose.
 

SumsumBiene

2022-11-06 09:39:21
  • #5
Sorry for the spelling mistakes....the spell checker is to blame. I need to get into the habit of reading it over again...
 

kati1337

2022-11-06 10:14:39
  • #6
We had a similar situation a few years ago. We had an independent expert come who financially evaluated the house. My sister took over the property and paid out the two siblings. My mother (who previously owned 75% of the house) retained a lifetime right of residence in it. That was of course taken into account in the valuation.
 

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