Pennsylvania Schedule J - Beneficiaries

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Schedule J - Beneficiaries
Schedule J - Beneficiaries (REV-1513)
REV-1513 EX+ (02-15)

SCHEDULE J
BENEFICIARIES

INHERITANCE TAX RETURN
RESIDENT DECEDENT

START

ESTATE OF:

FILE NUMBER:

➜

NUMBER

NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY

I

TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).]

RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)

AMOUNT OR SHARE
OF ESTATE

1.

ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE.
II

NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
1.

B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1.

TOTAL OF PART II – ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $
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More about the Pennsylvania Form REV-1513 Estate Tax TY 2023

Use this form to declare the beneficiaries and the relationship they had with the decedent

We last updated the Schedule J - Beneficiaries in February 2024, so this is the latest version of Form REV-1513, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form REV-1513 directly from TaxFormFinder. You can print other Pennsylvania tax forms here.

Related Pennsylvania Estate Tax Forms:

TaxFormFinder has an additional 174 Pennsylvania income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the Pennsylvania Form REV-1513.

View all 175 Pennsylvania Income Tax Forms

Form Sources:

Pennsylvania usually releases forms for the current tax year between January and April. We last updated Pennsylvania Form REV-1513 from the Department of Revenue in February 2024.

Show Sources >

• Original Form PDF is https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/InheritanceTax/Documents/rev-1513.pdf
• Pennsylvania Income Tax Forms at http://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Pages/default.aspx
• Pennsylvania Department of Revenue at http://www.revenue.state.pa.us/

Historical Past-Year Versions of Pennsylvania Form REV-1513

We have a total of twelve past-year versions of Form REV-1513 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:

2023 Form REV-1513

Schedule J - Beneficiaries (REV-1513)

2022 Form REV-1513

Schedule J - Beneficiaries (REV-1513)

2021 Form REV-1513

Schedule J - Beneficiaries (REV-1513)

2020 Form REV-1513

Schedule J - Beneficiaries (REV-1513)

2019 Form REV-1513

Schedule J - Beneficiaries (REV-1513)

2018 Form REV-1513

Schedule J - Beneficiaries (REV-1513)

2017 Form REV-1513

Schedule J - Beneficiaries (REV-1513)

2016 Form REV-1513

Schedule J - Beneficiaries (REV-1513)

2015 Form REV-1513

Schedule J - Beneficiaries (REV-1513)

2014 Form REV-1513

Schedule J - Beneficiaries (REV-1513)

2012 Form REV-1513

Schedule J - Beneficiaries (REV-1513)

2011 Form REV-1513

Schedule J - Beneficiaries (REV-1513)

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