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Data Sheet Gift / Anticipated Succession

Please fill in the information below so that we can prepare your gift or transfer agreement. Fields marked with * are mandatory. Your data is transmitted encrypted and not stored on our servers. Your entries are cached in your browser only until submission.

Subject of the Gift

Property Address

Land Register (if known)

Parking Space

Current Use

Value and Encumbrances

Property Manager (HOA)

Please let us know of any special circumstances, e.g. heritage protection, housing restrictions, preservation / social preservation areas, known defects, public-law encumbrances (Baulasten), special use rights, movable items included in the transfer.

Sum of Money

Company Details

Description of the Subject

Donor Details

If there are multiple donors (e.g. spouses who are joint owners) you can add additional persons.

Donor 1

Notary Dr. Baer can conduct notarisations in English and Dutch – no interpreter is required for these languages. For all other languages, please engage a (sworn) interpreter who must be present at the notarisation appointment. A directory can be found at www.justiz-dolmetscher.de.

Address

Contact Details

Marital Status

Other

Donee Details

If there are multiple donees (e.g. several children or grandchildren) you can add up to three additional persons.

Donee 1

Notary Dr. Baer can conduct notarisations in English and Dutch – no interpreter is required for these languages. For all other languages, please engage a (sworn) interpreter who must be present at the notarisation appointment.

Relationship to the Donor

If the relationship differs for a second donor, please add this in the notes at the end.

Address

Contact Details

Marital Status

Other

Structure of the Agreement

Type of Transfer

This selection determines which further questions are shown. If unsure, please select „not yet decided" – we will advise you at the meeting.

Motive for the Transfer (optional)

Consideration from the Donee

Multiple selection possible. Additional fields appear for each option selected.

Reserved Rights for the Donor

These rights are registered in favour of the donor in the land register. Multiple selection possible.

Rights of Reclaim

We typically include e. g. the following grounds for reclaim: predeceasing of the donee, insolvency / compulsory enforcement, onward transfer without consent. Of course these can be adjusted or supplemented once the draft has been provided.

Equal Treatment of Further Descendants (only for gifts to children / grandchildren)

Waiver of Compulsory Portion

A waiver of the compulsory portion (Pflichtteil) affects the donee's rights after the donor's later death. It is only meaningful by mutual agreement and requires separate review. As a rule, we usually propose only the offset against the compulsory portion.

Additional Notes on the Agreement

Summary and Submission

Author of this form

Name and e-mail address of the person completing this form – we will send the confirmation of receipt and any follow-up questions to this address.