Inheritance tax advance: Bogner surprised

Created: 01/26/2022, 12:00 p.m

By: Gerti Reichl

Rottach-Egern: Whoever inherits here is rich, but has to pay a lot.

© Thomas Plettenberg

Rottacher Josef Bogner, restaurateur and district councilor of the Free Voters, has been fighting for a reform of the inheritance tax since 2017 - so far without success.

Now a move by the Bavarian CSU finance minister, of all people, makes him sit up and take notice.

Meanwhile, Bogner has found his own way to secure the family property.

Rottach-Egern – Josef Bogner (64) is at the stove in the Voitlhof 1532 until closing time at night.

He has already handed over the magnificent inn to his son Josef Wolfgang Bogner (38), who runs it together with Tegernseer Gastro GmbH.

The former inn "Beim Zotzn" in Hagrain is now a purely private property.

And that's what it's all about.

Because inheritance tax is based on land values, even tax exemptions would not prevent children from being able to afford their parents' home.

Josef Bogner restaurateur and FW district councilor © Thomas Plettenberg

Bogner never tires of fighting for a change in inheritance tax law.

Although he failed with an online petition submitted in 2017 in the state parliament, he does not give up, writing letters again and again - most recently before the federal elections to all ruling parties.

Resonance: zero.

His son and a handful of young people from Rottach also draw attention to the "sell-out of their homeland" in the media and warn of a future in which the Tegernsee Valley no longer belongs to them, the locals, but only to investors who are getting richer and richer.

Our region has to be careful that we don't bleed dry.

Josef Bogner, restaurateur and district councilor of the Free Voters.

Albert Füracker's advance made Bogner sit up and take notice.

The CSU minister, of all people, is calling for a regionalization of inheritance tax and wants to bring this up with Federal Finance Minister Christian Lindner (FDP) (we reported in the national part).

"That's nothing more than what we've been demanding for years," Bogner marvels and warns: "Something has to happen, because it's going to get tricky because the standard land values ​​are continuing to explode." In principle, you can't probably abolish the tax, but you can Regionalization is urgently needed.

“The same allowances apply everywhere.

The people in Paderborn or Lower Bavaria don't have a problem with that - but we do, because we have five or ten times higher land values," says Bogner.

It must be possible for countries to adapt this regionally.

"Our region must be careful

New advance in matters of inheritance tax: Ironically, a CSU minister follows up

What surprises Bogner, however, is the fact that a CSU member of all people is now making inheritance tax his topic. "That was our topic, that of the free voters," says the Rottacher and recalls that even Hubert Aiwanger, federal and state chairman of the FW, had campaigned for a reform in the 2018 election campaign. Even on site in the district, at an information evening in Warngau and the start of a signature campaign. After Füracker's initiative, he again warned his colleagues in Bavaria, in the federal government and in the district to place the issue back with the free voters. Minimum requirement: a regional solution for particularly affected areas. According to Bogner, it is evident that the richest people in the country pay any price asked, "and thus pull the rug out from under our feet - also financially."

Inheritance tax: The Bogners found this solution

In order to prevent this, at least in their family, after two years of preparation and support from a shrewd lawyer for inheritance tax law, the Bogners found a solution for securing private property: the establishment of a family company (GbR), in which all shares belong to the shareholders, i.e. the family members are fixed.

"I would recommend that," says Bogner.

The notary fees, Bogner reveals, were horrendous.

They were calculated according to the standard land values.

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