Where to begin with Pennsylvania Form REV-1500
REV-1500 is Pennsylvania’s inheritance tax return for a resident decedent. This independent resource center helps you find the correct filing instructions, identify relevant schedules, and work through filing and payment deadlines before assembling the return.
How to file REV-1500
Who files, the nine-month deadline, filing location, documents to gather, extensions, and payment rules.
REV-1500 schedules explained
Practical cross-reference for Schedules A–J and special-purpose schedules, with official form numbers.
Calculate dates and tax illustration
Check the three-month discount date, nine-month due date, and a simple rate-based estimate.
Download Pennsylvania’s official form
The state’s REV-1500 PDF includes the resident return and its official instructions. Verify the current revision.
Three things to know before preparing an inheritance tax return
- Filing deadline: generally nine months after the decedent’s death. In resident estates, submit the return in duplicate to the appropriate county Register of Wills.
- Early payment: a 5% discount is generally available on inheritance tax paid within three months of death. A timely payment can be made before the completed return is filed.
- Beneficiary matters: Pennsylvania’s inheritance tax rate depends on the beneficiary’s relationship to the person who died and on statutory exemptions. The principal rates are 0%, 4.5%, 12%, and 15%.
Practical preparation checklist
Does REV-1500 have to be prepared using software?
No. The Pennsylvania Department of Revenue provides a free official form. Software can be helpful when a professional preparer handles recurring matters and wants a consistent workflow for estate information, calculations, workpapers, and reviewing draft forms. Always confirm the software supports the schedules and exact form edition your estate needs.
Preparing multiple REV-1500 returns?
LawFirmSoftware.com is developing a Windows desktop workflow for Pennsylvania resident inheritance tax returns, supporting workpapers and draft PDF review. It is currently a release preview, not a finished product offered for immediate purchase.
Review Software Features & Availability- PA Department of Revenue — REV-1500 and instructions
- PA Department of Revenue — inheritance tax rates and exemptions
- PA Department of Revenue — inheritance tax payment guidance
Rules, rates, forms, and county filing practices can change. Confirm the applicable instructions, exemptions, deadlines, and county requirements before filing. Information and calculators on this site are not legal or tax advice.