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
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.
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.
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?
My aunt has always said that my wife and I have to inherit half of my life.
say is not valid here, either will, or the married gets nothing
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
Did she make a corresponding will?
First thanks for your feedback. Yes and no. She was married but your husband (my uncle) died in Nov 2020. They had no children, neither brothers and sisters nor relatives nor are they already dead. Yeah, I’m the only nephew. Only my father (the brother of the deceased uncle) still lives. But abandon the heritage. My aunt has always said to me and to my wife that she wants us to share in the same way. Also to express an appreciation to my wife. Unfortunately, unfortunately, we missed making a will with her, but this is also difficult from a human perspective, as you might understand FG Thomas
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.
Each person is charged individually.
Thank you for your answer.
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.
The aunt is married, and no one is here to inherit.
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.
I couldn’t know that because the comment was not yet there at the time of my answer.
True, I found that in his comments, which won’t inherit
If that’s true. That is not the question.
Well…
Pretty clear, right?
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
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
Hello, thank you for your feedback. My aunt’s will was to inherit my wife and I in equal parts. This should be an appreciation of my wife because she took care of my aunt. I’ve read about a clause that’s kind of going on. Maybe you have another tip. Thank you
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.
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.
No.
But in the context does not make any difference, since neither you nor your wife can be heirs here.
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.
It won’t work without the will!