Skip Navigation LinksDepartment of Revenue > Forms and Publications > Forms for Individuals > Inheritance Tax Forms
Inheritance Tax Forms

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-881 -- Request for County Officers' Forms

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-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