Pennsylvania Schedule E

Schedule E
Schedule E - Miscellaneous Personal Property (REV-1737-4)INHERITANCE TAX RETURN
NONRESIDENT DECEDENT

REV-1737-4 (EX) 09-18
START

SCHEDULE E, PART I
MISCELLANEOUS
PERSONAL PROPERTY

ESTATE OF

➜

PART I Include all tangible personal property having its situs in Pennsylvania. For proper completion of this schedule, refer to the
instructions for REV-1737-4, Schedule E. See Part II on Page 2 if using the proportionate method tax computation.
ITEM
NUMBER

VALUE AT DATE
OF DEATH

DESCRIPTION

PART I TOTAL

PART II TOTAL
(From Page 2)

TOTAL (Enter on Page 2, Line 5 of REV-1737-A)

(If more space is needed, use additional sheets of paper of the same size)

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PAGE 1

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INHERITANCE TAX RETURN
NONRESIDENT DECEDENT

REV-1737-4 (EX) 09-18
START

SCHEDULE E, PART II
MISCELLANEOUS
PERSONAL PROPERTY

ESTATE OF

➜

PART II Complete Part II for proportionate method tax computation. Include all tangible personal property having its situs outside
Pennsylvania and intangible personal property wherever located. For proper completion of this schedule, refer to the instructions for
REV-1737-4, Schedule E.
ITEM
NUMBER

VALUE AT DATE
OF DEATH

DESCRIPTION

PART II TOTAL
(Enter on Page 1 of REV-1737-4)

(If more space is needed, use additional sheets of paper of the same size)
Reset Entire Form

PAGE 2

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Pennsylvania Department of Revenue

Instructions for REV-1737-4 Schedule E
REV-1737-4 IN (EX) 09-18

GENERAL INFORMATION
PURPOSE
Use REV-1737-4, Schedule E to report any probate assets
not reportable under any other schedule.
Do not report a retained life estate on this schedule.
See instructions for REV-1737-6, Schedule G.

SCHEDULE INSTRUCTIONS
PART I - MISCELLANEOUS PERSONAL PROPERTY
List and describe all tangible personal property having its
situs in Pennsylvania.
PART II - MISCELLANEOUS PERSONAL PROPERTY
List and describe all tangible personal property having its
situs outside Pennsylvania and all intangible personal
property wherever located.
IMPORTANT: Complete Part II ONLY when the proportionate method of tax computation is elected.
ESTATE OF
Enter the complete name of the estate as shown on the
REV-1737-A, Pennsylvania Inheritance Tax Return
Nonresident Decedent.
ITEM NUMBER
Enter the next sequential number for each asset reported.
DESCRIPTION
Include a description of each asset reported.
Assets include but not limited to: jewelry, wearing apparel,
household goods and furnishings, books, paintings, automobiles, boats, farm products, livestock, farm machinery,

www.revenue.pa.gov
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Miscellaneous Personal Property

cash on hand, cash, stamps, jewelry and all other tangible
personal property located in a safe deposit box in a
Pennsylvania institution, rents due, but not yet collected, or
rent accrued, but not yet due, on Pennsylvania real property on the date of death, lease-holds, royalties, or patents.
For cash in banks and other financial institutions, report the
name and address of the financial institution, the account
number, type of the account (i.e., checking, savings) and
the date of death balance. Retain any statements obtained
from the financial organizations for inspection by the
Department of Revenue.
NOTE: If any article (e.g., jewelry, furs, silverware or
paintings, etc.) is worth more than $3,000 or if any
collection of articles in one category is valued at more than
$10,000, include an appraisal by an expert and the appraiser’s statement concerning his/her other qualifications.
VALUE AT DATE OF DEATH
The taxable amount is the date of death value of each
asset.
NOTE: Attach copies of statements obtained from
financial organizations used to determine value.
PART I TOTAL
Total all items in the Value at Date of Death column in Part
I and enter value here.
PART II TOTAL
Total all items in the Value at Date of Death column Part II
and enter value here.
TOTAL
Enter the total amount of Part I Total and Part II Total. Carry
this value to Page 2, Line 5 of the REV-1737-A.

REV-1737-4

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Extracted from PDF file 2023-pennsylvania-form-rev-1737-4.pdf, last modified September 2008

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More about the Pennsylvania Form REV-1737-4 Estate Tax TY 2023

We last updated the Schedule E in February 2024, so this is the latest version of Form REV-1737-4, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form REV-1737-4 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-1737-4.

Form Code	Form Name
Form REV-1737-A	Inheritance Tax Return - Nonresident Decedent Nonresident
Form REV-1737-1	Nonresident Decedent Affidavit of Domicile Nonresident
Form REV-1737-5	Schedule F
Form REV-1737-7	Schedule I/Schedule J
Form REV-1737-2	Schedule A
Form REV-1737-3	Schedule B/Schedule D
Form REV-1737-6	Schedule G/Schedule H
REV-1737-3	Schedule B - Stocks and Bonds

Download all PA tax forms 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-1737-4 from the Department of Revenue in February 2024.

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About the Estate Tax

The IRS, and many states, impose an estate tax on the transfer of cash and property between a decedent and their beneficiaries. These taxes generally only apply to estates over a certain size threshold, generally several million dollars, and therefore only affects the largest few percent of estates in the United States.

Historical Past-Year Versions of Pennsylvania Form REV-1737-4

We have a total of twelve past-year versions of Form REV-1737-4 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:

2023 Form REV-1737-4