Get Schedule J (rev-1513). Forms/publications

This guide provides a clear and supportive approach for filling out Schedule J (REV-1513) for beneficiaries on the Commonwealth of Pennsylvania Inheritance Tax Return. By following the steps outlined below, users will be able to complete the form accurately and efficiently.

Follow the steps to complete your Schedule J (REV-1513) form.

1. Click ‘Get Form’ button to access the Schedule J (REV-1513) and open it in your preferred viewing application.
2. In the first section labeled 'I', provide the name and address of the individual(s) receiving property. Be sure to include all taxable distributions, such as outright spousal distributions and other transfers as specified under Section 9116 (a) (1.2).
3. Next, specify the relationship of each person listed to the decedent in the designated field.
4. Record the amount or share each beneficiary will receive from the estate in the appropriate section of the form.
5. For any amounts indicated in Section I, ensure to enter dollar amounts on lines 15 through 18 of the REV-1500 cover sheet, as needed.
6. Move to the second section labeled 'II' to report non-taxable distributions. Here, you will divide the distributions into two parts: A. Spousal distributions under Section 9113, for which an election to tax is not being made, and B. Charitable and governmental distributions.
7. Calculate the total of non-taxable distributions in Part II. This total should be entered on line 13 of the REV-1500 cover sheet.
8. If you require more space, please insert additional sheets of the same size as necessary to accommodate all information.
9. Once all sections are completed, save your changes. You can then download, print, or share the completed Schedule J (REV-1513) form as needed.

Start completing your Schedule J (REV-1513) online now for an efficient document management experience.