Pennsylvania Inheritance Tax

We help preserve as much of your estate for your beneficiaries as possible
New Tax Law Impacts Estate Tax

Pennsylvania Inheritance Tax Attorneys

The federal government and state levy taxes on the bulk of someone’s property after they’ve died. Taxable property includes:

  • Antiques and collectibles
  • Bank accounts
  • Business interests
  • Cash
  • Cars
  • Furniture
  • Homes
  • Jewelry
  • Loans receivable
  • Stocks and bonds

The PA Inheritance Tax return must be filed within nine months from the decedent’s date of death. If you file an incomplete tax return, you may receive notification of an audit or have to pay a penalty — especially if you file late.

The first step in determining the PA Inheritance Tax involves determining the decedent’s asset value. Our estate and tax attorneys, we will advise you on which deductions are allowed — owed debts, funeral expenses, some estate costs, etc. — and how to calculate the total tax due.

We stay up-to-date on all tax laws and changes that might affect your estate planning, including:

  • Federal estate tax, income tax, capital gains
  • Pennsylvania inheritance tax and state income tax
  • Gift tax on gifts given away during your lifetime

When you work with our tax attorneys, you’ll benefit from their experience in estate planning and deep knowledge of tax laws. We’ll look out for your and your beneficiaries’ financial interests.

 

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    Pennsylvania Inheritance Tax Team

    View Profile Gross McGinley Allentown Law Firm Thomas A. Capehart

    Thomas A. Capehart

    Partner
    View Profile Gross McGinley Allentown Law Firm Attorney R. Nicholas Nanovic

    R. Nicholas Nanovic

    Partner

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