This invaluable reference focuses on how to prepare the Pennsylvania Inheritance Tax return. You receive a refresher on Pennsylvania inheritance tax law and examples of inheritance tax returns, from the simple estate to the more complex. The examples highlight the commonly mishandled items and other issues that can be particularly troublesome, with an emphasis on practical, "real world" problems that arise and how to deal with them when preparing the Pennsylvania inheritance tax return and accompanying schedules.
Summary of Contents
to Prepare the Pennsylvania Inheritance Tax Return; Filing Requirements
– Resident Decedent; Paying the Tax – Resident Decedent; Pennsylvania
Inheritance Tax Return (See Appendix) – Resident Decedent (Form
REV-1500); Appraisements; Protests; Filing Requirements – Non-Resident
Decedents; Paying the Tax – Non-Resident Decedent; The Non-Resident
Decedent Inheritance Tax Return (Rev. 1737-A Ex); Pennsylvania Estate
Tax |Future Interest Compromises; Preparing a Request for a Future
Interest Compromise; Department Analysis of the Estate’s Proposal and
Appropriate Response by the Department | Old Remainders; Background;
Filing Remainder Returns.
Page Count: 566