Rev 516 2025

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The document is a Notice of Transfer (REV-516) used in Pennsylvania to report the transfer of stocks, bonds, securities, or security accounts held in beneficiary form upon the death of an individual. It outlines the required information about the decedent, the financial institution or broker, account details, and beneficiaries. The form must be completed by corporations, financial institutions, or representatives of the estate and submitted to the Pennsylvania Department of Revenue as per Section 6411 of the Probate, Estates and Fiduciaries Code.

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Versions	Form popularity	Fillable & printable
2019	4.8 Satisfied (31 Votes)
2013	4.4 Satisfied (32 Votes)

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is PA tax forgiveness credit?

Tax forgiveness is a credit that allows eligible taxpayers to reduce all or part of their Pennsylvania personal income tax liability. Tax forgiveness: Provides a reduction in tax liability, and. Forgives some taxpayers of their liabilities even if they have not paid their Pennsylvania personal income tax.

How much tax do you pay on inheritance in PA?

4.5 percent on transfers to direct descendants and lineal heirs; 12 percent on transfers to siblings; and.

What is an inheritance tax waiver in PA?

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 persons death.

What is PA Rev 516 for?

This section states: (a) Payment of inheritance tax. Corporations, financial institutions, brokers, or similar entities are required to report. The beneficiary, trustee or representative of the estate may also request a waiver if all the necessary information is available to them.

What is form rev 516?

Form REV-516 Notice of Transfer(Stocks,Bonds, Securities or Security Accounts held in Beneficiary Form) to request Waiver Notice of Transfer, must be completed and submitted to the

rev 516 form

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What is rev code 516?

516: Services provided at an urgent care clinic.

Who needs to file a PA inheritance tax return?

An inheritance tax return must be filed for every decedent who has property which is or may be subject to tax. You must file a return if you are: The personal representative.

Rev 516 2025

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