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Inheritance Tax Forms

Filing Inheritance Tax Returns (Pennsylvania resident)
Pennsylvania residents must file an inheritance tax return -- including returns filed as a requirement to participate in the Tax Amnesty Program -- with your county’s Register of Wills office.

Out of state residents filing a return for Tax Amnesty
Non-Pennsylvania residents filing an inheritance tax return as part of the requirement to participate in the Tax Amnesty program must mail the return to the following address.

Pennsylvania Department of Revenue
PO Box 281101
Harrisburg, PA 17128-1101

REV-229 -- PA Estate Tax General Information

REV-346 -- Estate Information Sheet

REV-485 -- Safe Deposit Box Inventory

REV-487 -- Entry Into Safe Deposit Box To Remove A Will or Cemetery Deed

REV-516 -- Request for Waiver or Notice of Transfer (For Stocks, Bonds, Securities or Security Accounts Held in Beneficiary Form

REV-571 -- Schedule C-SB - Small Business Exemption

REV-571 Instructions -- Instructions for REV-571 Schedule C-SB - Small Business Exemption

REV-584 -- Brochure: Pennsylvania Inheritance Tax & Safe Deposit Boxes

REV-714 -- Register of Wills Monthly Report

REV-720 -- Brochure: Inheritance Tax General Information

REV-1197 -- Schedule AU -- Agricultural Use Exemptions

REV-1197 Instructions -- Instructions for REV-1197 Schedule AU - Agricultural Use Exemptions

REV-1313 -- Application for Refund of Pennsylvania Inheritance/Estate Tax

REV-1381 -- Stocks/Bonds Inventory

REV-1500 -- Inheritance Tax Return - Resident Decedent

REV-1500 Instructions -- Instructions for Form REV-1500 - PA Inheritance Tax Return Resident Decedent

REV-1502 -- Schedule A - Real Estate

REV-1502 Instructions -- Instructions for REV-1502 Schedule A - Real Estate

REV-1503 -- Schedule B - Stocks & Bonds

REV-1503 Instructions -- Instructions for REV-1503 Schedule B - Stocks and Bonds

REV-1504 -- Schedule C - Closely-Held Corporation, Partnership or Sole-Proprietorship

REV-1504 Instructions -- Instructions for REV-1504 Schedule C - Schedule C - Closely-Held Corporation, Partnership or Sole-Proprietorship

REV-1505 -- Schedule C-1 - Closely-Held Corporate Stock Information Report

REV-1506 -- Schedule C-2 - Partnership Information Report

REV-1507 -- Schedule D - Mortgages & Notes Receivable

REV-1507 Instructions -- Instructions for REV-1507 Schedule D - Mortgages and Notes Receivable

REV-1508 -- Schedule E - Cash, Bank Deposits & Misc. Personal Property

REV-1508 Instructions -- Instructions for REV-1508 Schedule E - Cash, Bank Deposits, & Misc. Personal Property

REV-1509 -- Schedule F - Jointly-Owned Property

REV-1509 Instructions -- Instructions for REV-1509 Schedule F - Jointly-Owned Property

REV-1510 -- Schedule G - Inter-Vivos Transfers and Misc. Non-Probate Property

REV-1510 Instructions -- Instructions for REV-1510 Schedule G - Inter-Vivos Transfers & Misc. Non-Probate Property

REV-1511 -- Schedule H - Funeral Expenses and Administrative Costs

REV-1511 Instructions -- Instructions for REV-1511 Schedule H - Funeral Expenses & Administrative Cost

REV-1512 -- Schedule I - Debts of Decedent, Mortgage Liabilities & Liens

REV-1512 Instructions -- Instructions for REV-1512 Schedule I - Debts of Decedent, Mortgage Liabilities & Liens

REV-1513 -- Schedule J - Beneficiaries

REV-1513 Instructions -- Instructions for REV-1513 Schedule J - Beneficiaries

REV-1514 -- Schedule K - Life Estate, Annuity & Term Certain

REV-1514 Instructions -- Instructions for REV-1514 Schedule K - Life Estate, Annuity & Term Certain

REV-1517 -- Important Information for Firms Requesting A Wrongful Death/Survival Action Approval Letter from the Pennsylvania Department of Revenue that Includes Payment from the Medical Care Availability and Reduction of Error Fund (MCARE) or for a Nonresident Decedent

REV-1518 -- Important Information for Firms Requesting a Wrongful Death/Survival Action Approval Letter from the PA Department of Revenue

REV-1644 -- Schedule L - Remainder Prepayment or Invasion of Trust Corpus

REV-1645 -- Schedule L-1 -Remainder Prepayment Election -Assets

REV-1646 -- Schedule L-2 - Remainder Prepayment Election - Credits

REV-1647 -- Schedule M - Future Interest Compromise

REV-1647 Instructions -- Instructions for REV-1647 Schedule M - Future Interest Compromise

REV-1648 -- Schedule N/Spousal Poverty Credit

REV-1648 Fillin -- Schedule N/Spousal Poverty Credit

REV-1649 -- Schedule O - Deferral/Election of Spousal Trusts

REV-1649 Instructions -- Instructions for REV-1649 Schedule O - Deferral/Election of Spousal Trusts

REV-1736 -- Instructions For Form REV-1737-A

REV-1737-A -- Inheritance Tax Return - Nonresident Decedent

REV-1737-1 -- Nonresident Decedent Affidavit of Domicile

REV-1737-2 -- Schedule A

REV-1737-3 -- Schedule B/Schedule D

REV-1737-4 -- Schedule E

REV-1737-5 -- Schedule F

REV-1737-6 -- Schedule G/Schedule H

REV-1737-7 -- Schedule I/Schedule J