Get Schedule G (rev-1510). Forms/publications

Filling out the Schedule G (REV-1510) is an essential step in the Pennsylvania inheritance tax return process. This guide will provide clear and comprehensive instructions to help you navigate through the form efficiently.

Follow the steps to successfully complete your form.

1. Press the ‘Get Form’ button to access the form and open it for editing.
2. Begin by entering the decedent's name and file number at the top of the form. Ensure that this information is accurate, as it will be referenced throughout the process.
3. In the 'Item Number' column, list each item of property subject to reporting. Use separate rows for different items, and assign an item number to each entry.
4. For each item listed, complete the 'Description of Property' section. Include the name of the transferee, their relationship to the decedent, and the date of the transfer. If real estate is included, attach a copy of the deed.
5. Record the date of death of the decedent in the specified section. This date is crucial for determining the tax implications.
6. In the '% of Dec’d’s Interest' column, indicate the percentage of the decedent's interest in the asset being reported.
7. Complete the 'Value of Asset' field with the appropriate valuation of the property at the time of the decedent's death.
8. If applicable, fill out the 'Exclusion' field for any items that may qualify for exclusion from taxable value.
9. Calculate the 'Taxable Value' based on the information provided and any applicable deductions. Ensure all calculations are accurate.
10. Once all fields are complete, total the values in the last row and enter the total on line 7 of the Recapitulation section. If additional space is needed, feel free to add extra sheets of the same size.
11. Finally, review the completed form for accuracy and completeness. Users can save changes, download, print, or share the form as needed.

Take action now and complete your Schedule G (REV-1510) online for a smoother filing experience.