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The Erbschafts-Navigator wizard uses German-law decision trees. The interface is localized; underlying recommendations describe German law.

Inheritance & succession in Brandenburg

Erbschaftsteuer (inheritance tax), Schenkungsteuer (gift tax) and succession planning in Brandenburg: competent authorities, Grunderwerbsteuer (real-estate transfer tax) rate, Notar (notary) system and state-specific particularities at a glance.

Grunderwerbsteuer

6,5 %

since 01.07.2015

Notar system

Nurnotariat

per BNotO

ErbSt Finanzaemter

1

specialised for inheritance tax

Inheritance tax law

Federal law

ErbStG, uniform across all states

Competent authorities in Brandenburg

For an inheritance event or a Schenkung in Brandenburg, the following offices are your contacts. The reporting obligation under § 30 ErbStG runs for 3 months from acquiring knowledge of the event.

Erbschaftsteuer-Finanzamt (tax office)

Finanzamt Frankfurt (Oder) (central German tax office for Erbschaftsteuer for all of Brandenburg)[DE]

Competent for assessment and collection of inheritance and gift tax under § 35 ErbStG, in conjunction with the state-level competence ordinance.

Nachlassgericht (probate court)

Amtsgericht (German local court acting as Nachlassgericht / probate court) at the deceased's last domicile[DE]

Competent for opening wills, issuing certificates of inheritance and disclaimers under § 343 FamFG at the deceased's last habitual residence.

Notarkammer (chamber of notaries)

Brandenburgische Notarkammer (Brandenburg Bar of German Notaries), Potsdam[DE]

Supervisory body and directory of all notaries for wills, Erbvertraege (inheritance contracts), gift contracts and real estate transfers.

Grunderwerbsteuer in Brandenburg: 6,5 %

The Grunderwerbsteuer in Brandenburg stands at 6,5 % of the purchase price or consideration (since 01.07.2015). The rate is set by the state and may deviate from rates of other Bundeslaender (range: 3.5 % in Bavaria up to 6.5 % in Brandenburg, NRW, Saarland and Schleswig-Holstein).

Relevant for succession planning: Acquisitions due to death (inheritance) and Schenkungen inter vivos are exempt from Grunderwerbsteuer under § 3 No. 2 GrEStG. Anyone transferring real estate as part of vorweggenommene Erbfolge (anticipated succession) avoids Grunderwerbsteuer. In the case of a sale below value (mixed gift), Grunderwerbsteuer applies only to the onerous portion.

Legal basis: GrEStG in conjunction with state law of Brandenburg. The rate may change through state legislation.

Nurnotariat in Brandenburg

In Brandenburg the Nurnotariat applies: notaries practise their office full-time and exclusively as notaries (§ 3 (1) BNotO). They are not simultaneously admitted as Rechtsanwaelte (attorneys). For you: your notary is specialised in notarisations and impartial.

Erbvertraege, notarised testaments and gift contracts involving real estate transfer require notarisation by statute (§ 2276 BGB, § 518 BGB, § 311b BGB).

Particularities of Brandenburg

Specifics: at 6.5 % Brandenburg applies the maximum Grunderwerbsteuer (German real estate transfer tax) rate. All Erbschaftsteuer (German inheritance tax) matters are processed centrally by the Finanzamt Frankfurt (Oder). For real estate transfers in the wider Berlin commuter belt the high Grunderwerbsteuer is a material cost factor, which can be avoided through anticipated succession by Schenkung (lifetime gift).[DE]

Freibetraege (tax-free allowances) for inheritance & gift

Freibetraege apply uniformly across Germany under § 16 ErbStG and are identical in Brandenburg to all other Bundeslaender. They renew every 10 years (§ 14 ErbStG).

Steuerklasse I

EUR 500,000

Spouse / registered civil partner

§ 16 (1) No. 1 ErbStG

Steuerklasse I

EUR 400,000

Children and stepchildren

§ 16 (1) No. 2 ErbStG

Steuerklasse I

EUR 200,000

Grandchildren (with predeceased parents: EUR 400,000)

§ 16 (1) No. 3 ErbStG

Steuerklasse II / III

EUR 20,000

Other acquirers (siblings, nephews, third parties)

§ 16 (1) No. 4-7 ErbStG

Important deadlines

These deadlines apply nationwide, including in Brandenburg. Missing a deadline can have substantial legal and financial consequences.

6 weeks

Erbausschlagung (disclaimer; abroad: 6 months)

§ 1944 BGB

3 months

Reporting to competent Erbschaftsteuer-Finanzamt

§ 30 ErbStG

10 years

Renewal of Freibetraege for Schenkungen

§ 14 ErbStG

5 / 7 years

Holding period for business assets (Regel-/Optionsverschonung)

§ 13a (6) ErbStG

30 years

Limitation for evaded inheritance tax

§ 169 (2) AO

Assess your situation in Brandenburg

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