Estate Schedule Reporting Guidance

Summary

In Pennsylvania, refunds for unused tuition and hotel reservations should be reported on Schedule G as Miscellaneous Property on the REV-1500 form. Schedule E is typically for jointly owned property but can also include personal property and bank accounts. A co-op grocery store stake and class action lawsuit check should also be listed on Schedule G. For more detailed advice, consulting a probate attorney is recommended.

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I am the personal representative for a decedent in Pennsylvania and I'm working on Rev-* and the corresponding schedules. The decedent had paid tuition for a course, then the tuition was refunded after she died since she wasn't able to complete it. Would this go on schedule e or schedule g?
Hi ****! For the refund of the tuition that was paid but not used, it would generally be reported on Schedule G as "Miscellaneous Property." Schedule E is typically for joint assets.
Is there anything else you need assistance with regarding the estate?
schedule e doesn't have anything to do with being joint. can i trust your advice?
Hey ****! Thanks for your patience. Schedule E on the REV-* is indeed for jointly owned property, so generally, it wouldn't be applicable for a tuition refund. You should list the refunded tuition on Schedule G as "Miscellaneous Property."
If you have any other specific questions about the estate, feel free to ask!
She didn't own anything jointly but all of her personal property and bank accounts go on schedule e. that's why I'm questioning whether i can trust your advice.
Case Rating: *
Hey ****! In Pennsylvania, Schedule E can also include the decedent’s personal property and bank accounts if they are not specified as joint assets. For the tuition refund, it still seems appropriate for Schedule G as "Miscellaneous Property." If you need more detailed advice, consulting a probate attorney might be helpful.
what about a refund of a hotel reservation she made before death?
Case Rating: *
Hi ****! For the refund of a hotel reservation made before the decedent's death, it would also generally be reported on Schedule G as "Miscellaneous Property." This is similar to the tuition refund scenario.
If you need more detailed information or have further questions, feel free to ask!
she was a member of a co-op grocery store and upon her death, a named beneficiary received a check for the stake she had built in the co-op. which schedule would that go on?
Case Rating: *
Hey ****! For the check received by the named beneficiary for the stake in the co-op grocery store, it would generally be reported on Schedule G as "Miscellaneous Property." Schedule G is used for various types of property that don't fit neatly into other categories.
Do you have any other questions about the estate?
what about a check for her portion of a class action lawsuit?
Case Rating: *
Hey ****! The check for her portion of a class action lawsuit would generally be reported on Schedule G as "Miscellaneous Property" as well.
Is there anything else you need assistance with?