Formular Immobilien – Samantha Gerlach

Real estate

Client questionnaire

Mandantenfragebogen Immobilien - englisch

Appointment

Date of notarization

Seller(s)

First name

Surname

Born

Birth name

Zip code and town/city

Street, building number

Nationality

Proficient in German (fluent in the language)?

Tax ID (Steuer-ID)

Tel.

Married?

If the seller is married: Does the sale dispose of the seller’s entire assets (85% of their assets)?

Add additional sellers with “+”.

Buyer(s)

First name

Surname

Born

Birth name

Zip code and town/city

Street, building number

Nationality

Proficient in German (fluent in the language)?

Tax ID (Steuer-ID)

Tel.

Married?

Add additional buyers with “+”.

Share of ownership in the acquisition

other

Vertragsgegenstand

Object of the contract

other

If part of a plot, please specify details, approx. size, layout

Car parking space/garage/basement

Land register of

Volume

Folio (land register)

Cadastral district

Parcel block

Parcel

Street, building number

Size

Are movable items included in the sale?

List of movable items:

Item

Purchase price (EUR)

Add additional items with “+”.

Encumbrances – Section II

Encumbrances – Section III

Are encumbrances to be canceled?

Which encumbrances will be canceled or discharged from the purchase price?

For encumbrances to be deleted, please provide the loan or customer number of the bank/the land charge creditor’s reference (to be provided by the seller)

Bank

Loan number

Add additional entries with “+”.

Which encumbrances will be assumed by the buyer?

Exclusion of warranties

Exclusion of warranties (not permitted in consumer contracts)

Existing defects?

Remedy?

Accepted by buyer as-is?

Purchase price

Purchase price (EUR)

Assumption of debt

Is a notary escrow account required?

Due date of the purchase price

Transfer of benefits and burdens

Will the buyer finance all or part of the purchase price?

Amount to be financed? (EUR)

Energy performance certificate

Energy performance certificate dated

issued by

Note: The seller is legally obliged to provide the buyer with an energy performance certificate for the property.

Further provisions

Development costs

Is the property rented out?

Obligation for tenants to vacate

Date of eviction

Manager’s consent

Is manager’s consent required?

Management address

Note to the seller: Please establish as soon as possible whether the management can prove that it has been appointed in a form acceptable to the land register (Paragraph 29 GBO).

Other

Will any party be represented at the signing of the purchase agreement?

Reason?

Possible tenant’s right of first refusal:

For the sale of leased condominium ownership: Was the condominium ownership established after the premises had been handed over to the tenant?

For the sale of leased real property: Was the property subdivided after it was handed over to the tenant?

Other particulars/requests

Contact person

First name

Surname

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Signature

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