attention
February 11, 2022 | 35,00 EUR | answered by Steuerberater Knut Christiansen
Parents have passed away. and the will has been opened. The tax office must be informed about the estate. What are the gifts from the deceased to the heirs? Is irregular financial support from the mother to her daughter considered a gift? Should co-heirs pay out this gift if they discover it on bank statements? Are the last 10 years taken into account in this calculation?
Good morning and thank you for using frag-einen.com.
Regarding your question, I would like to provide you with the following initial information.
If it concerns a maintenance payment, it is not relevant in this sense. Paid maintenance is generally not subject to adjustment, as the deceased is simply fulfilling their legal obligation to pay maintenance. Maintenance is not seen as a generous gift, as it is based on a legal obligation.
Therefore, only gifts given within the last 10 years need to be considered. Occasional gifts do not need to be declared (e.g. for a milestone birthday, birth of a child, wedding, etc.).
Please note that this forum cannot replace personal advice and can only serve as an initial assessment. Incomplete or missing information can change the legal outcome.
Best regards,
Knut Christiansen
Tax Consultant
... Are you also interested in this question? 
