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How to fill out the PA Inheritance Tax (REV-584) online

The Pennsylvania Inheritance Tax (REV-584) form is essential for reporting and paying taxes on the transfer of a decedent's estate to beneficiaries. This guide provides clear, step-by-step instructions to help users navigate the process efficiently.

Follow the steps to accurately complete the form.

  1. Press the ‘Get Form’ button to access the PA Inheritance Tax (REV-584) form and open it for editing.
  2. Indicate the decedent's full name and date of death in the appropriate fields to establish the basis for the form.
  3. List the beneficiaries' names, addresses, and relationships to the decedent. Be sure to categorize them according to direct descendants, siblings, or other heirs.
  4. Calculate the total taxable value of the estate, considering all real and personal property located in Pennsylvania at the time of the decedent's death.
  5. Apply the appropriate inheritance tax rates based on each beneficiary's relationship to the decedent, ensuring accuracy in calculations.
  6. Deduct any allowed expenses, including funeral costs and debts, from the overall taxable estate value.
  7. Complete any additional required information, including signatures from the executor or administrator, and ensure the form is properly dated.
  8. Review the completed form for accuracy and clarity before submitting it to the appropriate authorities.
  9. Save changes, then download or print the form for your records. Finally, share it with any relevant parties as needed.

Complete your PA Inheritance Tax (REV-584) online today for a smooth filing experience.

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Related content

Inheritance Tax Forms - PA Department of Revenue
REV-584 -- Brochure: Pennsylvania Inheritance Tax & Safe Deposit Boxes ... REV-1502...
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2021 Publication 225 - Internal Revenue Service
Oct 15, 2021 — Getting tax forms, instructions, and pub- lications. Visit...
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Publication 561 (Rev. April 2007) P561...
Visit www.irs.gov/formspubs to download forms and publications, ... If you have a tax...
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How To Avoid Inheritance Tax. One way to avoid inheritance tax in PA is to make an asset joint. For example, if you have $30,000 in your name alone, and through your will, you give it to a friend of yours, it would be taxed at 15% or they would owe $4,500 in taxes.

The personal representative (executor or administrator appointed by the Register of Wills) of a decedent's estate is the person responsible for disclosing property of the decedent and filing the inheritance tax return.

Out-Of-State Real Estate Is Not Taxed for Pa. Inheritance Tax purposes. Ironically, if the decedent owned a property in Stone Harbor, New Jersey or anywhere outside Pennsylvania, it is not taxed for Pa.

An inheritance tax return must be filed for every decedent (or person who died) with property that may be subject to PA inheritance tax. The tax is due within nine months of the decedent's death.

4.5 percent on transfers to direct descendants and lineal heirs; 12 percent on transfers to siblings; and. 15 percent on transfers to other heirs, except charitable organizations, exempt institutions and government entities exempt from tax.

In the case of a nonresident decedent, all real property and tangible personal property located in Pennsylvania at the time of the decedent's death is taxable. Intangible personal property of a nonresident decedent is not taxable.

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).

Deliver your return and payment to the Inheritance Tax Department. You can either file your return in person or by mail. You'll need to submit two completed copies of your return, along with your payment. To drop off your forms in person, you must schedule an appointment.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
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
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
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 WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
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