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APPLICATION FOR REFUND OF PENNSYLVANIA INHERITANCE/ESTATE TAX REV1313 EX (714) BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG, PA 171280601 TO: Official Use Only See Instructions on Reverse PA.

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How to fill out the Pa Rev 1313 online

The Pa Rev 1313 form is an application for a refund of Pennsylvania inheritance or estate tax. This guide will walk you through the steps to fill out the form online, ensuring you provide all necessary information accurately and efficiently.

Follow the steps to successfully complete the Pa Rev 1313 form.

  1. Click ‘Get Form’ button to obtain the form and open it in the editor.
  2. Begin by filling in the decedent information section. Enter the name of the deceased individual, including their first and last name.
  3. Complete the address section by including the first and second line of the address, city, state, and ZIP code.
  4. Input the decedent’s file number, which should be formatted similarly to '08/15/2004'.
  5. Provide the date of death of the decedent, following the same format as the file number.
  6. Enter the decedent’s social security number, phone number, and email address in the corresponding fields.
  7. Indicate the refund requested on the form by selecting one of the options: original or supplemental probate return, joint/trust assets, remainder return, or estate tax.
  8. In the explanation of overpayment section, clearly state the reasons for the refund request.
  9. After completing the form, print it out for signing. Remember that electronic signatures are not accepted.
  10. Save changes, then download, print, or share the form as needed. Ensure to send it to the appropriate address provided on the form.

Complete your Pa Rev 1313 form online today to ensure your refund request is processed promptly.

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In California, there is no state-level estate or inheritance tax. If you are a California resident, you do not need to worry about paying an inheritance tax on the money you inherit from a deceased individual. As of 2023, only six states require an inheritance tax on people who inherit money.

Regarding your question, “Is inheritance taxable income?” Generally, no, you usually don't include your inheritance in your taxable income. However, if the inheritance is considered income in respect of a decedent, you'll be subject to some taxes.

Inheritances are not considered income for federal tax purposes, whether you inherit cash, investments or property. However, any subsequent earnings on the inherited assets are taxable, unless it comes from a tax-free source.

Generally, beneficiaries do not pay income tax on money or property that they inherit, but there are exceptions for retirement accounts, life insurance proceeds, and savings bond interest. Money inherited from a 401(k), 403(b), or IRA is taxable if that money was tax deductible when it was contributed.

In California, there is no state-level estate or inheritance tax. If you are a California resident, you do not need to worry about paying an inheritance tax on the money you inherit from a deceased individual. As of 2023, only six states require an inheritance tax on people who inherit money.

Interest on overdue inheritance tax is charged nine months and one day from the date of death, to the date of payment. Interest rates are detailed in form REV-1611, available at .revenue.pa.gov. An online interest and penalty calculator is also available on the department's online portal, mypath.pa.gov.

An inheritance tax return must be filed for every decedent (or person who died) with property that may be subject to PA inheritance tax. The tax is due within nine months of the decedent's death.

Property owned jointly between husband and wife is exempt from inheritance tax, while property inherited from a spouse, or from a child aged 21 or younger by a parent, is taxed a rate of 0%. Inheritance tax returns are due nine calendar months after a person's death.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Your Privacy Choices
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Help Portal
Legal Resources
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
altaFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232