Get Inheritance Tax Forms - Pa Department Of Revenue - Pa.gov

Filling out the Inheritance Tax Forms can seem daunting, but with the right guidance, the process can be straightforward and efficient. This guide provides step-by-step instructions to help you complete the application's requirements accurately and confidently.

Follow the steps to fill out the Inheritance Tax Forms with ease.

1. Click the ‘Get Form’ button to obtain the Inheritance Tax Form and open it in your editor.
2. Begin by entering the decedent information. Fill in the decedent's name, file number, date of death, and social security number in the appropriate fields.
3. For the refund information section, enter the amount requested for the refund. Choose only one option to indicate the type of return or ACN you are requesting a refund for: original or supplemental probate return, transferee return (provide ACN), remainder return, estate tax, or joint/transfer on death asset (provide ACN).
4. List the receipt numbers of all payments made related to the return type or ACN. For each payment listed, include the corresponding payment amount.
5. In the explanation of overpayment section, describe the reason for the overpayment or refund request. If you require more space, please attach additional sheets as necessary.
6. Fill in the requestor information, including the name, phone number, email address (optional), street address, city, state, and ZIP code of the person requesting the refund.
7. Finally, print the form and sign below your printed name. Note that electronic signatures are not accepted, and ensure to date the form.
8. After completing the form, you may save your changes, download it, print a copy, or share it as needed.

Start filling out the Inheritance Tax Forms online to ensure your refund request is submitted promptly.