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Pennsylvania Inheritance 

Automated Forms Package includes everything you need:

REV-65 BA

Petition Form

REV-183 Ex

Realty Transfer Tax Statement of Value

REV-346

PA Department of Revenue Estate Information Sheet

REV-516 Ex

Request for Waiver or Notice of Transfer

REV-548

Inheritance Tax Joint Bank Account Advance Payment Worksheet

REV-1313

Application for Refund of Pennsylvania Inheritance/Estate Tax

REV-1500 (REV-1501A)

Pennsylvania Inheritance Tax Return Resident Decedent

REV-1504 Ex

Schedule C Closely-Held Corporation, Partnership, or Sole-Proprietorship (REV-1737-A)

REV-1505 Ex

Schedule C-1 Closely Held Corporate Stock Information Report (REV-1500)

REV-1506 Ex

Schedule C-2 Partnership Information Report (REV-1500)

REV-1549

Notice of Decedent Account Status

REV-1651 Ex

Application for Refund of Pennsylvania Realty Transfer Tax

REV-1728 Ex

Realty Transfer Tax Declaration of Acquisition

REV-1737-A

PA Inheritance Tax Return Nonresident Decedent

RW-1

Petition for Grant of Letters

RW-2

Oath of Subscribing Witness

RW-3

Renunciation

RW-4

Inventory

RW-5

Waiver of Fiduciary Bond

RW-6

Notice of Intention to Appeal from Register

RW-7

Informal Caveat

RW-8

Affidavit by Foreign Fiduciary

RW-21-1

Petition for Probate & Grant of Letters - Montgomery County

PA-41

PA Fiduciary Income Tax Return/PA-41

Certification of Notice under Rule 5.6(a) (Cumberland)

Certification of Notice under Rule 5.6(a) (Dauphin)

Certification of Notice under Rule 5.6(a) (Huntingdon)

Information Release Authorization (Cumberland)

Notice of Estate Administration

Notice of Estate Administration (Huntingdon)

Notice of Estate Administration (Mercer)

Oath of Non-subscribing Witness

Oath of Unavailability of Witness

Oath of Witness to Will Executed by Mark

Status Report Under Rule 6.12

Status Report Under Rule 6.12 (Cumberland)

Petition for Grant of Letters of Administration (Cumberland)

Petition for Grant of Letters of Administration (Mercer)

Petition for Grant of Letters Testamentary (Mercer)

Petition for Probate and Grant of Letters (Philadelphia)

Petition for Probate and Grant of Letters (Cumberland)

Our software development team is continually working to improve and enhance our automated forms packages. If you are aware of a form that would make a positive addition to the above list, we'd love to hear about it! Please call us toll-free or email the information.

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