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DEX41 0518 (FI)BUREAU OF INDIVIDUAL TAXES PO BOX 280602 HARRISBURG PA 171280602STARTAPPLICATION FOR REFUND/ REBATE DUE THE DECEDENT Please Print or TypeName of DecedentDate of DeathDecedents Social.

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How to fill out the Dex 41 online

The Dex 41 form serves as an application for refund or rebate due to a decedent. This guide provides comprehensive, step-by-step instructions to assist users in accurately completing the form online.

Follow the steps to successfully complete the Dex 41 form.

  1. Press the ‘Get Form’ button to obtain the Dex 41 form and open it in the editor.
  2. Begin by clearly printing or typing the name of the decedent in the designated field.
  3. Next, input the date of death of the decedent in the appropriate section.
  4. Enter the decedent’s Social Security number accurately to avoid any processing delays.
  5. Provide the name and address of the person filing for the refund or rebate, including the street number, town or city, state, and zip code.
  6. Select one of the provided options to indicate your relationship to the decedent. Ensure you attach the necessary documentation as specified based on the option you select.
  7. If you selected Option 3, complete the affidavit section, confirming that the information provided is accurate and true to the best of your knowledge.
  8. After completing the form, sign your name where indicated and ensure it is printed clearly.
  9. If necessary, arrange for notarization of your signature by a notary public, who will complete the designated section.
  10. Finally, ensure you save any changes made to the form. Options to download, print, or share the completed form will typically be available.

Complete your Dex 41 form online today to ensure timely processing of your application.

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Printable 2022 Pennsylvania Form DEX-41 (Application For Refund/Rebate Due the Decedent)

Pennsylvanians can visit mypath.pa.gov to file their Property Tax/Rent Rebate Program applications. Applicants will be asked to provide specific information on their income and rent/ property taxes.

Property Tax/Rent Rebate webpage: revenue.pa.gov/ptrr.

If you are claiming a rent rebate, you must provide proof of the rent you paid. You will need a PA rent certificate for each place in which you resided during the claim year, signed by the landlord or the landlord's authorized agent.

Pennsylvanians can visit mypath.pa.gov to file their Property Tax/Rent Rebate Program applications. Applicants will be asked to provide specific information on their income and rent/ property taxes.

The department will accept as proof of income copies of federal or state income tax returns (including schedules) for the claim year and/or copies of forms 1099-INT, 1099- DIV, 1099-R, W-2 or any document providing the source and type of income as may be necessary.

The rebate program benefits eligible Pennsylvanians age 65 and older; widows and widowers age 50 and older; and people with disabilities age 18 and older. The income limit is $35,000 a year for homeowners and $15,000 annually for renters, and half of Social Security income is excluded.

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