Pennsylvania Schedule J - Beneficiaries
Extracted from PDF file 2023-pennsylvania-form-rev-1513.pdf, last modified February 2010Schedule J - Beneficiaries
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. $ If more space is needed, use additional sheets of paper of the same size. Reset Entire Form Return to top of page. PRINT FORM
Schedule J - Beneficiaries (REV-1513)
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.
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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.
Form Code | Form Name |
---|---|
REV-1513 (Instructions) | Schedule J - Beneficiaries (Instructions) |
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.
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-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:
Schedule J - Beneficiaries (REV-1513)
Schedule J - Beneficiaries (REV-1513)
Schedule J - Beneficiaries (REV-1513)
Schedule J - Beneficiaries (REV-1513)
Schedule J - Beneficiaries (REV-1513)
Schedule J - Beneficiaries (REV-1513)
Schedule J - Beneficiaries (REV-1513)
Schedule J - Beneficiaries (REV-1513)
Schedule J - Beneficiaries (REV-1513)
Schedule J - Beneficiaries (REV-1513)
Schedule J - Beneficiaries (REV-1513)
Schedule J - Beneficiaries (REV-1513)
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