Preparing the Pennsylvania Inheritance Tax Return

November 2, 2018 at 9:45am10:45am
Pennsylvania Bar Institute’s 25th Annual Estate Law Institute
Pennsylvania Convention Center

1101 Arch St.

Philadelphia, PA 19107

In Pennsylvania, an inheritance tax applies to estates inherited under a will or the state’s intestacy laws. The burden for filing the tax falls first on the estate executor or named representative, and then on the person inheriting if the executor doesn’t file. For deceased residents of Pennsylvania, the tax applies to all tangible and real property located in the state at the time of death, plus what is known as "intangible" property, such as bank accounts, stocks and bonds, etc., no matter where they are held. This session will discuss all the issues that may arise and guide you through preparation.

*Please note there is a cost to attend.