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Pennsylvania Schedule F
Extracted from PDF file 2023-pennsylvania-form-rev-1737-5.pdf, last modified January 2009Schedule F
INHERITANCE TAX RETURN NONRESIDENT DECEDENT SCHEDULE F, PART I JOINTLY-OWNED ASSETS REV-1737-5 (EX) 09-18 START ESTATE OF ➜ PART I Include jointly-owned real estate and tangible personal property located in Pennsylvania. For proper completion of this schedule, refer to the instructions for REV-1737-5, Schedule F. See Part II on Page 2 if using the proportionate method tax computation. JOINT TENANT(S) NAME RELATIONSHIP TO DECEDENT ADDRESS A. B. C. PART I – JOINTLY OWNED PROPERTY LOCATED IN PENNSYLVANIA ITEM NUMBER LETTER FOR JOINT TENANT DD/MM/YYYY DATE MADE JOINT DESCRIPTION OF ASSETS Attach deed for jointly held real estate. DATE OF DEATH VALUE OF DECEDENT’S INTEREST % OF DATE OF DEATH DECEDENT’S INTEREST VALUE OF ASSET PART I TOTAL $ PART II TOTAL (From Page 2) $ TOTAL (Enter on Page 2, Line 6 of REV-1737-A) $ (If more space is needed, use additional sheets of paper of the same size) Reset Entire Form PAGE 1 NEXT PAGE PRINT FORM SCHEDULE F, PART II JOINTLY-OWNED ASSETS INHERITANCE TAX RETURN NONRESIDENT DECEDENT REV-1737-5 (EX) 09-18 START ESTATE OF ➜ PART II Complete Part II for proportionate method tax computation. Include jointly-owned real estate and intangible property wherever located. For proper completion of this schedule, refer to the instructions for REV-1737-5, Schedule F. ITEM NUMBER LETTER FOR JOINT TENANT DD/MM/YYYY DATE MADE JOINT DESCRIPTION OF ASSETS Include name of financial institution and bank account number or similar identifying number. Attach deed for jointly held real estate. % OF DATE OF DEATH DECEDENT’S INTEREST VALUE OF ASSET DATE OF DEATH VALUE OF DECEDENT’S INTEREST PART II TOTAL (Enter on Page 1 of REV-1737-5) $ (If more space is needed, use additional sheets of paper of the same size) Reset Entire Form PREVIOUS PAGE PAGE 2 NEXT PAGE PRINT FORM Pennsylvania Department of Revenue Instructions for REV-1737-5 Schedule F REV-1737-5 IN (EX) 09-18 Jointly-Owned Assets GENERAL INFORMATION The description must include the exact registration of the asset. PURPOSE Use REV-1737-5, Schedule F to report all assets in which the decedent held an interest as joint tenants with rights of survivorship. DATE MADE JOINT Report the date each asset was made joint for each joint tenant. Joint tenancies, including those between husband and wife, created within one year of the decedent’s death (or two years for estates of decedent’s dying on or before December 12, 1982), are reportable on REV-1737-6, Schedule G. Do not report a retained life estate on this schedule. See instructions for REV-1737-6, Schedule G. SCHEDULE INSTRUCTIONS ESTATE OF Enter the complete name of the estate as shown on the REV-1737-A, Pennsylvania Inheritance Tax Return Nonresident Decedent. JOINT TENANT(S) NAME List the surviving joint tenant(s) name. ADDRESS List the address of the surviving joint tenant(s). RELATIONSHIP TO DECEDENT List the surviving joint tenant(s) relationship to the decedent. PART I - JOINTLY-OWNED ASSETS LOCATED IN PENNSYLVANIA List and describe all real or tangible personal property located in Pennsylvania in which the decedent held an interest at the time of death as a joint tenant with right of survivorship with someone other than the decedent’s surviving spouse. PART II - JOINTLY-OWNED ASSETS List and describe other jointly held property wherever situated. IMPORTANT: Complete Part II ONLY when the proportionate method of tax computation is elected. ITEM NUMBER Enter the next sequential number for each asset reported. DESCRIPTION Include a description of each asset reported. If reporting real estate, report the physical street address of the property and the parcel ID number. Do not list property in which the decedent held an interest as a tenant-in-common, nominee or in a partnership. See instructions for REV-1737-2, Schedule A or REV-1504, Schedule C. DATE OF DEATH VALUE OF ASSET Report the exact balance or market value of the asset at date of death. Disclose the full value of all assets in this column. PERCENT OF DECEDENT’S INTEREST Report the percent of interest owned by the decedent at the date of death. Only the fractional ownership interest of the decedent at the date of death is subject to tax, unless the joint ownership was created within one year of the decedent’s death (within two years of the decedent’s death if death occurred on or before December 12, 1982). DATE OF DEATH VALUE OF DECEDENT’S INTEREST Report the value of the taxable interest. Determine the decedent’s taxable interest by dividing the full value of the property by the number of joint tenants. PART I TOTAL Total all items in the Date of Death Value of Decedent’s Interest column in Part I and enter value here. PART II TOTAL Total all items in the Date of Death Value of Decedent’s Interest column in 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 6 of the REV-1737-A. LETTER FOR JOINT TENANT Enter the letter associated with the joint tenant’s name reported on Page 1 of REV-1737-5 for each asset. www.revenue.pa.gov PREVIOUS PAGE REV-1737-5 RETURN TO FORM 1
Schedule F - Jointly-Owned Assets (REV-1737-5)
More about the Pennsylvania Form REV-1737-5 Estate Tax TY 2023
We last updated the Schedule F in February 2024, so this is the latest version of Form REV-1737-5, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form REV-1737-5 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-1737-5.
| Form Code | Form Name |
|---|---|
| Form REV-1737-A | Inheritance Tax Return - Nonresident Decedent |
| Form REV-1737-1 | Nonresident Decedent Affidavit of Domicile |
| Form REV-1737-7 | Schedule I/Schedule J |
| Form REV-1737-2 | Schedule A |
| Form REV-1737-3 | Schedule B/Schedule D |
| Form REV-1737-4 | Schedule E |
| Form REV-1737-6 | Schedule G/Schedule H |
| REV-1737-3 | Schedule B - Stocks and Bonds |
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-1737-5 from the Department of Revenue in February 2024.
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-1737-5
We have a total of twelve past-year versions of Form REV-1737-5 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
2023 Form REV-1737-5
Schedule F - Jointly-Owned Assets (REV-1737-5)
2022 Form REV-1737-5
Schedule F - Jointly-Owned Assets (REV-1737-5)
2021 Form REV-1737-5
Schedule F - Jointly-Owned Assets (REV-1737-5)
2020 Form REV-1737-5
Schedule F - Jointly-Owned Assets (REV-1737-5)
2019 Form REV-1737-5
Schedule F - Jointly-Owned Assets (REV-1737-5)
2018 Form REV-1737-5
Schedule F - Jointly-Owned Assets (REV-1737-5)
2017 Form REV-1737-5
Schedule F (REV-1737-5)
2016 Form REV-1737-5
Schedule F (REV-1737-5)
2015 Form REV-1737-5
Schedule F (REV-1737-5)
2014 Form REV-1737-5
Schedule F (REV-1737-5)
2012 Form REV-1737-5
Schedule F (REV-1737-5)
2011 Form REV-1737-5
Schedule F (REV-1737-5)
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