Pa inheritance tax waiver form 2026

1. Click ‘Get Form’ to open the PA Inheritance Tax Waiver Form in the editor.
2. Begin by filling out the Decedent Information section. Enter the decedent's name, social security number, date of death, and address details accurately.
3. Next, provide information about the corporation, financial institution, or broker handling the assets. Include their name, address, and telephone number.
4. In the Account Information section, select the type of account (e.g., capital stock or registered bond) and enter the identifying number and account balance as of the decedent's date of death.
5. Fill out each Beneficiary Information section for up to three beneficiaries. Include their names, addresses, social security numbers, relationship to the decedent, and percentage taxable.
6. If there are more than three beneficiaries, list additional ones on a separate sheet while ensuring all required information is included.
7. Finally, print the completed form and sign it before submitting it to the Pennsylvania Department of Revenue.

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