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

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Ls www.revenue.pa.gov Application for Refund of Pennsylvania Inheritance/Estate Tax providing all taxes assessed are paid in full. Such requests should be filed with the Board of Appeals, PO BOX 281021, Harrisburg, PA 17128-1021. The petition form is available at www.boardofappeals.state.pa.us. FORM INSTRUCTIONS Decedent Information: Complete all fields for the decedent s estate for which a refund is being requested. For Transferee Returns and Joint/Transfer on Death, the ACN can be found.

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How to file a return. Complete the inheritance tax return. Download Form REV-1500—Pennsylvania Inheritance Tax Return Resident Decedent.

Pennsylvania inheritance tax rates A 4.5% tax rate applies to assets that go to lineal heirs. These include children, stepchildren and grandchildren. A 12% tax rate applies to collateral beneficiaries such as siblings.

Contacting the Department by Telephone Topic​​Phone NumberInheritance Tax717-787-8327Delinquent Collections for Individual Taxes717-783-3000Delinquent Collections for Business Taxes717-783-8434Press Office717-787-69608 more rows

If inheritance tax is paid within three months of the decedent's death, a 5 percent discount is allowed. Payments for non-resident decedents can be submitted online via myPATH.pa.gov or contact us at 717-425-2495, Ext: PAYPA (72972).

Form 8971, along with a copy of every Schedule A, is used to report values to the IRS. One Schedule A is provided to each beneficiary receiving property from an estate. Form 8971 InstructionsPDF.

The return is to be filed in duplicate with the Register of Wills of the county in which the decedent was a resident at the time of death. Forms and schedules are available on the department's website at .revenue.pa.gov or by calling 1-800-362-2050.

Applicants can visit mypath.pa.gov to submit a Property Tax/Rent Rebate application electronically. Or they can download paper application forms and instructions by visiting .revenue.pa.gov.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232