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Waschbär posted a topic in LegalMy partner's mom and uncle split an inheritance evenly. Now he is threatening to sue for even more. What should we do? After grandma died (at almost 90), my partner's mom and uncle inherited grandma's house (in northern Germany). It took almost a year to finalize the sale of the house, along with the piles of paperwork and never-ending notary fees. There was a delay when it was discovered that house's deed was not in grandma's name (it was still in grandpa's name). My partner's mom was looking forward to using the much needed money to pay for repairs on her own old house. Last week it looked like the funds were about to be released and that the legal limbo would be over. A few days ago my partner's uncle came by to threaten to sue. He got a lawyer to access grandma's banking records. He claims there is 200,000 euros missing and wants his cut. When grandma was alive she had been collecting her retirement and grandpa's pension (totaling over 1500 euros per month, for more than 20 years). Each month, my partner's mom would withdraw some cash from the bank for grandma. Because it was more than grandma needed, she gave both her children a small monthly "allowance" when they visited or came over to do errands. My partner's mom received a bit more than my partner's uncle - a couple of hundred euros instead of one hundred. It was not a large amount, but it helped to pay for some groceries. I learned from Toytown that someone can make claim to "gifts" given to other family members for up to 10 years: https://www.toytowngermany.com/forum/topic/359728-does-this-circumvent-the-inheritance-law-in-germany/ By my calculation, the maximum the uncle could be entitled to is only about 6,000 euros (difference in monthly allowance, limited within 10 years). This is far from the 200,000 euros the uncle claims is there. From what I know, the uncle is significantly better off than my partner's mom. But the two didn't have a great sibling relationship growing up. The uncle has a history of suing people; many years ago he successfully got a settlement from a medical malpractice suit. Here is what has happened since the lawsuit threat: - My partner's mom called 2 local lawyers and they both told her the same things: "Yup, he can sue for his share of past gifts". "If you haven't been contacted by his lawyer, there is nothing for you to do at the moment". - My partner instructed her mom to cut off all contact with the uncle - I suggested gathering all relevant receipts/paperwork - In a few days it will be the 1 year anniversary of grandma's passing. I guess all future family reunions are cancelled Questions for all you fine folks: - Is there something more my partner and her mom can do? - Does anyone know of any easy spells or curses for grumpy, old German men? Thank you kindly
Hello, I tried to search the site & while I see many posts regarding recommendations, some were old & I think many just concern ex-pat tax returns. I am American & still a US resident but with Permanent Residence here (my wife is German). After my mother died of Covid, I received an inheritance in the US that is well into probate & my procrastinating self keeps putting this off. I need to speak with someone about what I need to do because, while the inheritance isn’t so large, I need to get a stock transfer & there is also some real estate. I am so lost with these matters & would appreciate if someone could point me to someone who could help me with finding a Steuerberater to help me with this. I am hoping a lawyer isn’t necessary. Thanks for any assistance!