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Clearance statement from German tax-office in a German inheritance case

In an inheritance case in Germany clients often wonder why they do not get access to the money deposited on a German bank account – even after they are in possession of an inheritance certificate.

The reason why is that banks, insurances and other institutions taking care of other people´s money by profession are liable for the taxes due to the German state in the concrete case, if the heir lives abroad.

In other words: if the bank pays you the money from the account, it might later on turn out that taxes would have had to be paid. And then the German tax-office could turn to the bank and make them responsible and liable for the tax. As a result the bank will turn to the competent tax-office and ask for what in German is called an „Unbedenklichkeitsbescheinigung“ (short: „UB“). In English this would probably be called a „clearance statement“. 

Without the clearance statement you will not get a penny from the bank.

To achieve the clearance statement from the tax-office, it might take several months, depending on the details of the concrete case. Of course you can try to speed up the process by cooperating with the tax-office and hand in your tax-declaration early – if you have to make any.

If you have an issue in German Inheritance law, you can pick up contact with us here

Német ügyvéd

Dr. Donat Ebert
Rechtsanwalt (D), Lawyer
office-ebert@email.de

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