INHERITANCE TAX NEWS AND ALERTS

Our virtual office is operating Monday through Friday, 8:30 AM to 4:00 PM. While we are closed to the public for in-person services related to inheritance tax at this time due to restrictions related to COVID-19 and guidance from the Chester County Health Department, we are accepting inheritance tax returns by U.S. mail and dropbox and issuing those payments to the PA Department of Revenue. At all times, including during the shutdown in 2020, our office has timely processed these payments and transmitted them to the PA Department of Revenue. We look forward to continuing to timely transmit these materials despite whatever challenges lie ahead.


INHERITANCE TAX FAQ

What do I need to include with the REV-1500 (inheritance tax form)? Be sure to submit the REV-1500 in duplicate. Supplemental information does not need to be sent in duplicate.

What do I need to provide in order to make an inheritance tax prepayment? If you are making an inheritance tax payment separate from filing a REV-1500, please include a cover letter that lists the decedent’s name, date of death, and social security number.

What forms of payment do you accept? For inheritance tax payments, we accept check and money order. If you need to pay by cash, you should contact the office for further assistance. We do not provide change for cash (see “refund”, below).

Who do I make my inheritance tax check/money order to? “Register of Wills, Agent”

The estate is not going to be probated. Is there a no-letter (non-probate) fee? Yes, there is a $111.00 fee. We only accept check or money order (no cash); please make it out to “Register of Wills”.

I’m not sure if I’m paying enough/paying too much in inheritance taxes. Does your office assist in assessing how much is owed? We only act as the agent on behalf of the PA Dept. of Revenue. We accept and process payment but nothing more. As such, we are not trained nor authorized to help with assessing fees. We suggest you consult an accountant or attorney for assistance. If you are looking for recommendations of an Estate Attorney, you can get a referral from the Delaware County Bar Association at 610-566-6625.

I’d like a time-stamped copy of the REV-1500 for my records. Can I arrange to come into your office to receive one on the spot? We are currently closed to the public due to COVID-19 except for limited appointments. When we reopen to the public, we will first accept appointments only for services that must be done in person due to a lack of technology or another reason. If you would like a time-stamped copy, please attach an additional copy/copies of the REV-1500 to the original and duplicate. Please include a self-addressed stamped envelope so that we may return your copy to you in a timely manner.

Do I need to make an appointment to submit my inheritance tax payment/paperwork? Due to the COVID-19 pandemic, we are closed to the public except for limited appointments. When we reopen to the public, we will first accept appointments only for services that must be done in person due to a lack of technology or another reason. You may either deposit your paperwork and/or payment in one of our drop boxes, or you may mail it to us. One drop box is located immediately before the security checkpoint at the front of the courthouse; the other is located next to our office door and secured with a lock.

I have no idea how to fill out the REV-1500. May I call your office with questions regarding how to complete this form? We act as the agent on behalf of the PA Dept. of Revenue only for accepting and processing payment, nothing more. As such, we are not trained nor authorized to aid with completing the REV-1500 inheritance tax form. We suggest you consult an attorney for assistance. If you are looking for recommendations of an Estate Attorney, you can get a referral from the Delaware County Bar Association at 610-566-6625. Further questions can be directed to the PA Dept. of Revenue’s inheritance tax line at 717-787-8327 or by reviewing PA Department of Revenue: Inheritance Tax.

If I paid too much in inheritance taxes, will your office refund me? No. As agent for the PA Dept. of Revenue, we accept payments on their behalf, but nothing more. Because of this, they are responsible for issuing refunds. If you believe you are owed a refund and haven’t received one, we suggest you call the PA Dept. of Revenue’s inheritance tax line at 717-787-8327 or visit PA Department of Revenue: Inheritance Tax.

If I underpay, will your office issue me a bill? No. As agent for the PA Dept. of Revenue, we accept payments on their behalf, but nothing more. Because of this, they are responsible for issuing bills and not our office. For further questions, please call the PA Dept. of Revenue’s inheritance tax line at 717-787-8327 or visit PA Department of Revenue: Inheritance Tax.

What forms of payment do you accept for inheritance tax? We accept check and money order. If you need to make arrangement to pay cash, you should contact the office. Please be aware that even after potentially making arrangements for cash payment, we do not provide change for cash (see “refund”, above).

What forms of payment do you accept for additional fees? We only accept check or money order for additional fees.

Will you accept an emailed or faxed copy of an inheritance tax return, or do I need to drop off/mail the original copy? We are only the agent for the PA Dept. of Revenue, and accordingly, we must follow the DOR’s directives and require an original copy until further guidance is released.


INHERITANCE TAX LINKS OF INTEREST

1. PA Department of Revenue: Inheritance Tax

2. PA Department of Revenue: Inheritance Tax Q&A

3. REV 1500 Inheritance Tax Return Resident Decedent



Contact Us

About Delaware County

Delaware County, presently consisting of over 184 square miles divided into forty-nine municipalities is the oldest settled section of Pennsylvania.


Read more