Estate Refund Policy
Pennsylvania Estate Refund Policy is a set of regulations governing the refund of taxes, fees, or other payments made to the Pennsylvania Department of Revenue by a deceased individual's estate. The policy applies when taxes, fees, or other payments have been paid by the estate, but the deceased individual is entitled to a refund of those payments. The policy applies to all deceased individuals who died on or after January 1, 2017. Pennsylvania Estate Refund Policy includes three types of refunds: 1) Refund of estate taxes; 2) Refund of inheritance taxes; and 3) Refund of use taxes. For a refund of estate taxes, the estate must submit a written request for a refund to the Pennsylvania Department of Revenue, along with the original or a certified copy of the decedent's death certificate. The estate must also submit the original or a copy of the estate tax return and the original or a copy of the estate's fiduciary income tax return. For a refund of inheritance taxes, the estate must submit a written request for a refund to the Pennsylvania Department of Revenue, along with the original or a certified copy of the decedent's death certificate, the original or a copy of the inheritance tax return, and evidence of payment of the tax. For a refund of use taxes, the estate must submit a written request for a refund to the Pennsylvania Department of Revenue, along with the original or a certified copy of the decedent's death certificate, the original or a copy of the use tax return, and evidence of payment of the tax. Pennsylvania Estate Refund Policy is designed to ensure that the estate of a deceased individual is not overburdened with taxes, fees, or other payments paid on behalf of the deceased individual.
Pennsylvania Estate Refund Policy is a set of regulations governing the refund of taxes, fees, or other payments made to the Pennsylvania Department of Revenue by a deceased individual's estate. The policy applies when taxes, fees, or other payments have been paid by the estate, but the deceased individual is entitled to a refund of those payments. The policy applies to all deceased individuals who died on or after January 1, 2017. Pennsylvania Estate Refund Policy includes three types of refunds: 1) Refund of estate taxes; 2) Refund of inheritance taxes; and 3) Refund of use taxes. For a refund of estate taxes, the estate must submit a written request for a refund to the Pennsylvania Department of Revenue, along with the original or a certified copy of the decedent's death certificate. The estate must also submit the original or a copy of the estate tax return and the original or a copy of the estate's fiduciary income tax return. For a refund of inheritance taxes, the estate must submit a written request for a refund to the Pennsylvania Department of Revenue, along with the original or a certified copy of the decedent's death certificate, the original or a copy of the inheritance tax return, and evidence of payment of the tax. For a refund of use taxes, the estate must submit a written request for a refund to the Pennsylvania Department of Revenue, along with the original or a certified copy of the decedent's death certificate, the original or a copy of the use tax return, and evidence of payment of the tax. Pennsylvania Estate Refund Policy is designed to ensure that the estate of a deceased individual is not overburdened with taxes, fees, or other payments paid on behalf of the deceased individual.