Klenk Law

Chester County Register of Wills, “Agent” to Collect Inheritance Tax Payments, but Not to Prepare the Returns

Posted on Mon Mar 24, 2014, on Probate and Estate Administration

The Pennsylvania Inheritance Tax is levied against every penny of a Pennsylvania Probate Estate, so no matter how small the estate the executor will likely have to file a Pennsylvania Inheritance Tax Return.

The Chester County Register of Wills serves as an “Agent” of the Commonwealth to accept the Pennsylvania Inheritance Tax Return and to collect the payment, but the Register will not help the executor or administrator complete the actual return. Clients are often confused by the Register’s status, and expect them to help with calculating the tax due.

While the Chester County Register’s staff is well trained in many aspects of the probate process, they are not trained to give direction or advice concerning the correct completion of the return or calculation of the tax. You will be given a Form 1500 tax return instruction booklet, but if you are not familiar with fiduciary returns or inheritance tax returns, the executor or administrator of a Chester County estate is well advised to obtain the help of a probate attorney.

Our firm regularly prepares Pennsylvania Inheritance Tax returns, so there is nothing you can show us that we haven’t already seen. The cost of having a probate attorney prepare the return is paid by the estate and is deductible on the inheritance tax return.

Please contact our office for a free consultation. Wills, Trusts and Estates, It’s all we do!

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Chester County, Pennsylvania

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