What should be considered when financing or gifting a family home property?

  • Erstellt am 2022-04-25 13:36:15

i_b_n_a_n

2022-04-25 14:07:49
  • #1
Yes, there are many pitfalls you don't even realize exist. That can only be assessed in your individual case. You seriously want to transfer a value of almost 400K "just like that" from person "A" to "B" without tax advice?
 

Araknis

2022-04-25 14:29:07
  • #2
I currently have the case, or rather in the inheritance proceedings. In the gift tax return, you declare a value you have invented. The responsible tax office initially accepts this and then issues a tax assessment. Unfortunately, it then sends everything to the local assessment tax office near the property, and they will then inform you conclusively and bindingly what the property is really worth. You can then contest this with an expert, whereby the expert is subject to very strict criteria, which the tax office will also communicate to you.

Simply declaring a low value to get a good tax deal does not work or only works to a very limited extent.
 

Alibert87

2022-04-25 14:31:01
  • #3


I called a notary office briefly earlier, they said we can estimate it ourselves as long as it is reasonably realistic... strange
I will definitely get a second opinion!
 

Alibert87

2022-04-25 14:33:16
  • #4


Sure, I can understand that. But what does the tax office actually have to do with it? We don’t incur any taxes.
 

Araknis

2022-04-25 14:34:17
  • #5
That's what you say now. But if the tax office thinks the property is worth more than 400,000 euros, then it does. And that's exactly what remains to be seen.
 

Alibert87

2022-04-25 14:36:56
  • #6
So I first have to talk to the tax office? And see how the assessment turns out?
 

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