Log In  |  Sign Up

Search

Advanced SearchOpens new dialog
Search Tips
Search filters applied
Tax Category Remove Tax Category filter
Inheritance Tax

Search Results

Other Suggested Searches
Did you mean:
No results found.

Suggestions:
  • Make sure all words are spelled correctly
  • Use different words that mean the same thing
Results 1 - 10 of 119
Recommended Links

  1. How do I change rates or fees regarding Realty Transfer Tax?

    Please follow the steps below to update/change rates or fees regarding Realty Transfer Tax on myPATH:  Log in to myPATH . From the myPaTH Customer springboard, view the Summary tab. Click the... Date Updated: 07/02/2025

  2. What Inheritance Tax forms are available in myPATH?

    Register of Wills County Collection REV-316 Estate Information Sheet REV-714 ROW Monthly Report REV-1162 Payment Receipts REV-1516 Estate Create / Decedent Records Financial Institution Inheritance... Date Updated: 01/10/2025

  3. How do financial institutions get a copy of the decedent listing?

    myPATH is the new filing system provided by the Pennsylvania Department of Revenue, allowing financial institutions to access decedent lists electronically and complete the REV-1549 and REV-516... Date Updated: 03/17/2025

  4. Getting an inheritance tax waiver on investment account

    Form REV-516   "Notice of Transfer"(Stocks,Bonds, Securities or Security Accounts held in Beneficiary Form) to request Waiver Notice of Transfer, must be completed and submitted to the... Date Updated: 02/13/2025

  5. Is the inheritance tax payable from the residue of the estate or is it the responsibility of the individual beneficiary to pay inheritance tax from their share?

    Inheritance tax is paid out of the assets of the estate by the administrator/executor or trustee before the assets are distributed to the heir/beneficiary or transferee.  If a residue... Date Updated: 06/04/2025

  6. How do I file an appeal?

    If you wish to appeal an assessment, settlement, determination, etc., a petition must be filed online with the Board of Appeals, or you may complete a REV-65 Board of Appeals Petition Form   and... Date Updated: 07/24/2025

  7. What property is subject to inheritance tax?

    All real property and all tangible personal property of a resident decedent, including but not limited to cash, automobiles, furniture, antiques, jewelry, etc., located in Pennsylvania at the time of... Date Updated: 05/12/2025

  8. Can closing costs and repairs from the sale of a decedent's house be deducted as an expense on an inheritance tax return?

    As long as the real estate was not specifically devised in the Will or held jointly by rights of survivorship, closing costs and related repair items are generally allowable deductions when the... Date Updated: 07/25/2025

  9. What is included in a person's estate that is subject to inheritance tax?

    A person's estate is comprised of all assets which are held in the decedent's name alone, or which are payable to their estate. These are known as probate assets and are controlled by the Will or by... Date Updated: 02/07/2025

  10. ACH Debit Block

    You are required to remove any ACH Debit blocks from your bank account and grant the Pennsylvania Department of Revenue authorization for ACH Debit transactions before submitting an electronic... Date Updated: 04/17/2025
Copyright © 2010 Pennsylvania Department of Revenue. All Right Reserved.