Property valuation in case of gift

Old house? Discuss with a notary property value plus nothing, as demolition is necessary. That still costs. Argue like this. But: There are notaries for that who will also advise you.

If she didn’t have enough money for the nursing home place, she wouldn’t want to give the house away.

Be careful: Especially in this case, people ALWAYS want to give away their assets so that the state, the nursing home, or others cannot claim anything.

The nursing home costs are covered by her pension and widow’s pension. She has already been in the nursing home for a year, and the topic has been discussed and thoroughly examined in the family for many months.

Is that really so? Or is the real calculation more like this: nursing home paid through pension + widow’s pension + gradually depleting account balance, which is approaching zero?

Don’t close your eyes by saying you don’t want to look into the finances. You really need to be informed. Ignorance does not protect you from reversals.

The social welfare office is demanding repayment, and that could be expensive for you. The gift tax you paid does not matter in this case.

It's not that simple. The recipient can very well reclaim the gift tax. Likewise, renovation costs and others can be offset. There are many other points to consider as well. For example, the gift could also be associated with counterservices (not in money, but in care assistance – whether these are always verifiable is another question). Therefore, the contract should not only be drawn up by the notary but also adapted to the intended purpose by the lawyer.