Wie wird ein Erbe bei Eheleuten versteuert?

Hallo, meine Frau und ich haben meine Tante beerbt. Außer uns gibt es keine Erben. Ein Testament existiert nicht. Meine Frage ist, werden wir als Ehepaar gemeinsam veranlagt, heißt dürfen wir nur bis zu 20.000 € ohne Versteuerung erben, oder darf jeder von uns 20.000 € erben (einzelne Veranlagung), bevor Steuern zu zahlen sind. Vielleicht kann jemand helfen. Vielen Dank schon jetzt. Beste Grüße aus Sachsen Thomas

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FordPrefect
1 year ago

Hello, my wife and I inherited my aunt.

In the context, I think this is wrong. If the aunt was the wife of the uncle, there is no relative relationship between her and you, because there is no blood relationship. You can’t inherit them by law; your wife anyway. Legal heirs would be descendants in straight line, siblings or their descendants. None of this affects you.

petrapetra64
1 year ago

If she wrote in the will that you should inherit half of each, then each one has a free allowance of 20 ooo.

If there is no will, the next relative will inherit, so you. Your wife wasn’t related to her. Your wife doesn’t inherit anything and only you have a free allowance.

RobertWeemeyer
1 year ago

If I understand you correctly, your aunt is unmarried and childless. Her parents and siblings are all dead, you’re the only nephew. Then, if there is no will, you are the sole inheritance.

What is it that your wife inherits?

hilflos99
1 year ago
Reply to  ThoKat1987

say is not valid here, either will, or the married gets nothing

peterobm
1 year ago
Reply to  ThoKat1987

without will only the grandchild.

to your wife there is no related relationship.

that should have been taken into account in the will. it does not exist

SaVer79
1 year ago
Reply to  ThoKat1987

Did she make a corresponding will?

RobertWeemeyer
1 year ago
Reply to  ThoKat1987

Do I understand that it was a married aunt, not your mother’s sister or your father’s sister? Then you don’t get anything, because legal heirs (except the spouse) are always only relatives, but not any concomitants.

AnglerAut
1 year ago

Each person is charged individually.

Mungukun
1 year ago

A will does not exist.

Then only one of you inherited and not both. According to the legal succession, it is not possible that you both inherited.

Thus, the inheritance alone has to tax the inheritance and the spouse has nothing to do with it.

FordPrefect
1 year ago
Reply to  Mungukun

The aunt is married, and no one is here to inherit.

Mungukun
1 year ago
Reply to  FordPrefect

The aunt is married

What do you think? The aunt can also be the sister of the mother or the father of one of the spouses. There’s nothing about marriage.

And there it is quite possible in the legal succession that one of the two inheritances becomes.

Mungukun
1 year ago

I couldn’t know that because the comment was not yet there at the time of my answer.

peterobm
1 year ago

She was married but your husband (my uncle) died in Nov 2020.

True, I found that in his comments, which won’t inherit

Mungukun
1 year ago

If that’s true. That is not the question.

FordPrefect
1 year ago

What do you think?

Well…

“She was married but your husband (my uncle) died in Nov 2020.”

Pretty clear, right?

SaVer79
1 year ago

Without a will, you can have become the inheritance of your aunt. Your wife is not related to her and therefore divorces as a legal heir

peterobm
1 year ago

A will does not exist

my wife and I inherited my aunt.

can’t be, only direct relatives can inherit. if that’s your aunt, you’ll inherit. I’m gonna be fine. all this must be paid inheritance tax

peterobm
1 year ago
Reply to  ThoKat1987

She was married but your husband (my uncle) died in Nov 2020.

sorry you have subdued an essential point. You’re not related to your aunt. it can only become her side heritage. if no one is remediable, the state inherits.

FordPrefect
1 year ago
Reply to  ThoKat1987

My aunt’s will was to inherit my wife and I in equal parts. This should be an appreciation of my wife.

It wouldn’t have been a problem if there was a will. But since this is not the case, there is no option here under German law.

I’ve read about a clause that’s kind of going on.

No.

But in the context does not make any difference, since neither you nor your wife can be heirs here.

peterobm
1 year ago
Reply to  ThoKat1987

That’s what’s going on. Maybe you have another tip.

too late, the aunt died, the inheritance has already occurred.

Your wife’s out there. you’re heritage.

in lifetime you could have done something, gift. e.g. here is a 10-year period. Melt.

SaVer79
1 year ago
Reply to  ThoKat1987

It won’t work without the will!