Huge inheritance project is coming

  • Erstellt am 2019-08-15 10:48:41

kaho674

2019-08-15 11:54:09
  • #1
From the previous information, I understand that you are only 25% entitled to inheritance - namely in the event of the death of Grandma and Mom. I see that rather negatively.
 

Asuni

2019-08-15 12:00:49
  • #2
In addition to my contribution, the following remarks:
- The sister "doesn't need" the fortune, but she definitely has just as much right to it as you do. Therefore, I would be very cautious about casually planning her inheritance share into your project.
- Gifts have a retroactive effect on the distribution of the estate 10 years after the death (in case the grandmother gives something to you or your mother)
- Regarding your sister: if you receive a larger share of the property value as a gift (from grandmother or mother), your sister should be granted appropriate compensation by will or inheritance contract. Otherwise, the relationship will certainly suffer at some point
- With such large values, as a family (applies to all parties involved), I would definitely arrange the inheritance legally correctly (either through a lawyer or notary)
 

Bornheimer

2019-08-15 12:21:10
  • #3
So I have already considered your objections, but I realize now that I may not have weighed them enough. In any case, I will first wait for the conversation between my grandma and her daughters. If there is a dispute, I will probably recommend a mediator. I have already told my grandma that we need to be careful in our communication. At my age and in this family constellation, you can quickly be labeled as a "gold digger." I have relatively little to no contact with my aunt. We can look each other in the face, but given the hostile fronts within the family, there is naturally potential for conflict here. Precisely because of the disputes, my mother, my sister, and I all agree that the house must be completely taken over by one side of the family. In this regard, the three of us want to pull together. A sale is excluded, as I said.

As Zaba12 and Asuni already wrote, we first have to clarify the inheritance question. Correct, I am only entitled to 25%. My mother would gift me her share. Fortunately, I have a good relationship with my sister. She thinks the proposed approach is good. By the way, my parents also have a very well-maintained house in a good location. In our initial considerations, my sister would then receive it alone as compensation. She is very attached to our childhood home, I am not—so at least there would be a potential solution here. Everything is complicated. I think we need professional help. As a first step, I wanted to get some thoughts from third parties here. So thank you very much for your insights on a bright Thursday afternoon!
 

Muc1985

2019-08-15 12:27:44
  • #4
Your grandmother can just as well consider you as the sole heir.... Everything can already be arranged correctly by will
 

Bornheimer

2019-08-15 12:34:36
  • #5

The tax-free allowance for grandchildren is 200,000 euros. Considerable inheritance tax would be due here. However, I am only an amateur regarding the subject of inheritance tax. I think my mother should definitely receive her 50% and then give it to me as a gift. So as to avoid the inheritance tax...
 

Muc1985

2019-08-15 12:45:45
  • #6
If you are, for example, the sole heir, you have a tax exemption of - as mentioned - 200k. The amount of inheritance tax is based on the value of the property / land minus the exemption.

In your situation, I really see it as difficult to find a good solution already. The decision-maker is completely your grandmother alone. She can start giving something away now, to whomever. This would reduce the inheritance tax. Likewise, she can create a will and appoint anyone she wants as the sole heir.
 
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