Rev 1549-2025

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The document is a form from the Commonwealth of Pennsylvania's Department of Revenue, specifically for reporting the account status of a decedent. It requires detailed information about the decedent, financial institutions, account types, joint owners or beneficiaries, and survivor details for tax purposes. The form emphasizes accuracy and completeness in reporting to ensure proper processing.

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Click ‘Get Form’ to open rev 1549 in the editor.
Begin by entering the decedent's information in Section A. Fill in the Date of Death, Social Security Number, and personal details such as Last Name, First Name, and Address.
In Section B, provide the Financial Institution Information. Include the name and address of the institution, along with its Bank ID Number.
Move to Section C for Account Information. Indicate the type of account by filling in the appropriate oval and provide details like Account Number and Balance. If applicable, attach a copy of the signature card.
Complete Section D by listing all survivors or beneficiaries. For each individual, enter their Social Security Number, relationship to the decedent, and taxable percentage.
Finally, certify that all information is accurate by printing your name, providing contact details, and signing off on the form.

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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.

When to use form IHT217?

The IHT217 is specifically used on estates where the first deceased spouse left everything to their partner who survived them, there can be no legacies to other family members or friends otherwise the amount left in legacies will be taken away from their nil rate band.

Do I need to complete an IHT return?

You must complete the form IHT400, as part of the probate or confirmation process if theres Inheritance Tax to pay, or the deceaseds estate does not qualify as an excepted estate.

Do I need to complete an IHT207?

If there is tax to pay, or if the affairs of the deceased do not meet certain conditions, you will have to provide a formal account of the estate by filling in form IHT400 and sending it to us. Where the deceased died abroad and you do not think there will be any tax to pay you should start with form IHT207.

Who is the next of kin when someone dies without a will in PA?

Next of kin in Pennsylvania is your spouse, child or closest living relative. If you die without leaving behind a will, then Pennsylvania follows next of kin laws to distribute your estate.

What is the order of inheritance in PA?

The order of inheritance in Pennsylvania follows a specific hierarchy: Spouse and Descendants: If the deceased is survived by a spouse and children, the spouse typically receives the first $30,000 of the estate and half of the remaining assets. The children receive the other half.

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Rev 1549 inheritance tax Rev 1549 pdf

What is an IHT207 form?

Use form IHT207 for probate if the deceaseds estate is an excepted estate and the person died on or after 1 September 2006 with their permanent home abroad and limited assets in England, Wales or Northern Ireland. From: HM Revenue Customs Published 9 April 2014 Last updated 6 April 2025 See all updates.

What is the maximum amount you can inherit without paying tax?

Theres normally no Inheritance Tax to pay if either: the value of your estate is below the 325,000 threshold. you leave everything above the 325,000 threshold to your spouse, civil partner, a charity or a community amateur sports club.