Estate Tax Form Guidance

Summary

In Pennsylvania, inheritance tax rates are 4.5% for direct descendants and lineal heirs, 12% for siblings, and 15% for other heirs. Splitting assets on the state inheritance tax form should follow these rates. Consult a local tax attorney or accountant for precise guidance.

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an estate in Pennsylvania has real estate assets going to grandchildren and the balance going to children. how is this split on the state inheritance tax form?
Hello ****, in Pennsylvania, the inheritance tax rates are as follows:
- Direct descendants and lineal heirs (including children and grandchildren): *.*%
- Siblings: *%
- Other heirs (excluding charitable organizations, exempt institutions, and government entities): *%
As for the split on the state inheritance tax form, it would be based on these rates. However, it's best to consult with a local tax attorney or accountant to ensure accuracy.