geopiet Nov 9, 2022:

Tax obligations associated with inheritance acquis Tax obligations associated with inheritance acquisition

In the case of succession between immediate family members, the application of tax exemption is conditional on the filing of form SD-Z2 with a tax office within 6 months of receiving the inheritance. In other cases, the heirs have one month after a tax obligation arises to submit form SD-Z3 for the purpose of tax calculation. After receiving the decision, the tax should be paid no later than after 14 days. - https://www.dudkowiak.com/inheritance-in-poland/inheritance-...

geopiet Nov 9, 2022:

Notification of property or property rights acquis According to the Inheritance and Gift Tax of Poland Act, the immediate family member are exempted from inheritance tax is: spouse, descendants (children, grandchildren etc.), ascendants (parents, grandparents etc.), stepchildren, siblings, stepfather and stepmother. They are tax exempt regardless of the value of the estate they inherit.

What is necessary for the immediate beneficiary to do to avoid inheritance tax?

To avoid inheritance tax, the immediate family members of the deceased must within 6 months since the day the tax obligation was created (the 6-months term is counted from the day of the opening of the inheritance or from the time the court verdict in regards ***** ***** inheritance acquisition or the notary inheritance deed certification went into effect) submit the form SD-Z2 "Notification of property or property rights acquisition" with the relevant head of the revenue office. The form describes the details pertaining to inheritance or donation such as the degree of relatedness between the testator, percent share of the acquired property and its market value.

- www.t.ly/RFjh

geopiet Nov 9, 2022:

SD-Z2 declaration If there are several heirs, each of them submits the SD-Z2 declaration separately. - https://www.podatki.gov.pl/en/inheritance/

KathyAnna O (asker) Nov 9, 2022:

link dziękuję za link z wyjaśnieniem. :)

geopiet Nov 9, 2022:

formularz SD-Z2


- https://poradnikprzedsiebiorcy.pl/-formularz-sd-z2-wzor-z-sz... - Część D - Tytuł nabycia rzeczy lub praw majątkowych

geopiet Nov 9, 2022:

method(s)/ways of obtaining/acquisition of assets/material goods or property rights ... ?