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Toestemming om te schenken ondanks ontbreken schenkingstraditie

Toestemming om te schenken ondanks ontbreken schenkingstraditie

Mr. Martha Meijer heeft een procedure over het onderwerp “Toestemming om te schenken ondanks ontbreken schenkingstraditie” gevoerd bij het Gerechtshof Arnhem-Leeuwarden.

In deze zaak is sprake van een niet wilsbekwame moeder die nog niet zo lang in een verpleeghuis verblijft. Ze is nog maar kort weduwe. Tot de datum opname in het verpleeghuis woonde zij nog in haar eigen woning. Kort na de opname is deze verkocht en de opbrengst is bij het vermogen van moeder gevoegd. Vanwege het totale vermogen moet moeder een hoge eigen WMO-bijdrage voldoen. Moeder heeft vier kinderen, waarvan één al was overleden. Zij heeft toen zij nog wilsbekwaam was, een paar kleine schenkingen gedaan aan de drie nog levende kinderen.

Twee kinderen zijn inmiddels bewindvoerder over moeder en verzoeken de Rechtbank namens moeder € 40.000 aan ieder kind te mogen schenken en aan de drie kleinkinderen samen ook een bedrag van € 40.000. De Rechtbank staat niet toe dat er geschonken wordt uit het vermogen van moeder. Er is geen sprake van een schenkingstraditie.

mr. Martha Meijer heeft bij het Gerechtshof bepleit dat er zoveel bijzondere omstandigheden zijn dat het verzoek moet worden toegewezen ook al is er geen sprake van een schenkingstraditie. Na de schenkingen blijft het vermogen van moeder zodanig hoog dat de eigen bijdrage WMO maximaal blijft. Tevens heeft mr. Meijer gesteld dat schenkingen altijd wel de bedoeling waren, maar dat bewust hiermee is gewacht totdat de woning was verkocht.

Het Gerechtshof heeft het pleidooi van mr. Meijer op alle punten gevolgd. Hoewel er geen schenkingstraditie is, meent het Gerechtshof dat de vermogensrechtelijke belangen van moeder niet worden geschaad wanneer de hoge schenkingen éénmalig worden toegestaan. Het Hof betrekt bij dat oordeel de leeftijd van moeder en de hoogte van het vermogen dat na schenking nog overblijft.

De volledige uitspraak is te vinden op: https://uitspraken.rechtspraak.nl/inziendocument?id=ECLI:NL:GHARL:2018:5029

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