REV-1313 is an Application for Refund of Pennsylvania Inheritance/Estate Tax. It is used by Pennsylvania residents to claim a refund of inheritance/estate taxes paid to the Commonwealth of Pennsylvania. There are several types of REV-1313 forms, including: Form REV-1313 A — Application for Refund of Inheritance Tax; Form REV-1313 B — Application for Refund of Estate Tax; Form REV-1313 C — Application for Refund of Inheritance Tax and Estate Tax; and Form REV-1313 D — Application for Refund of Inheritance Tax and Estate Tax for Decedents Who Died Prior to August 28, 2016. All forms require information about the decedent, the executor, the estate, and the tax paid to the Commonwealth of Pennsylvania. In addition, Form REV-1313 C and Form REV-1313 D require information about the heirs and beneficiaries of the estate.
REV-1313 -- Application for Refund of Pennsylvania Inheritance/Estate Tax
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FAQ
Depending on the complexity of the return, it can take three to six months from the date a return is filed with the Register of Wills for processing to be completed.
Inheritance tax filers can track the status of their return through myPATH by clicking on the Track My Inheritance Tax Return link. To track the status of a return, a user will need the Decedent's Last Name, the Decedent's SSN, and know whether the decedent was a PA resident.
Depending on the complexity of the return, it can take three to six months from the date a return is filed with the Register of Wills for processing to be completed.
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
Who files a return. Usually, the executor or administrator of the estate will file the return. This personal representative must mention all the decedent's property that they're aware of. In some cases, the person receiving the decedent's property will need to file a return.
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. A 15% tax rate applies to other heirs such as nieces and nephews.
Inheritance tax payments are due upon the death of the decedent and become delinquent nine months after the individual's death. If inheritance tax is paid within three months of the decedent's death, a 5 percent discount is allowed.