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Pennsylvania Schedule L - Remainder Prepayment or Invasion of Trust Corpus
Extracted from PDF file 2023-pennsylvania-form-rev-1644.pdf, last modified January 2010Schedule L - Remainder Prepayment or Invasion of Trust Corpus
REV-1644 EX+ (01-10) INHERITANCE TAX SCHEDULE L INHERITANCE TAX RETURN RESIDENT DECEDENT START I. REMAINDER PREPAYMENT OR INVASION OF TRUST CORPUS ESTATE OF FILE NUMBER ➜ This schedule is appropriate only for estates of decedents dying on or before Dec. 12, 1982. This schedule is to be used for all remainder returns when an election to prepay has been filed under the provisions of Section 714 of the Inheritance and Estate Tax Act of 1961 or to report the invasion of trust corpus (principal). II. REMAINDER PREPAYMENT: A. MM/DD/YYYY Election to Prepay Filed with the Register of Wills on (Date) B. Name(s) of Life Tenant(s) or Annuitant(s) Date of Birth C. Assets: Complete Schedule L-1 Age on Date of Election Term of Years Income or Annuity is Payable MM/DD/YYYY 1. Real Estate . . . . . . . . . . . . . . . . . . . . . . . . . . .$ 2. Stocks and Bonds . . . . . . . . . . . . . . . . . . . . . .$ 3. Closely Held Stock/Partnership . . . . . . . . . . . . .$ 4. Mortgages and Notes . . . . . . . . . . . . . . . . . . . .$ 5. Cash/Misc. Personal Property . . . . . . . . . . . . . .$ 6. Total from Schedule L-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ D. Credits: Complete Schedule L-2 1. Unpaid Liabilities . . . . . . . . . . . . . . . . . . . . . . .$ 2. Unpaid Bequests . . . . . . . . . . . . . . . . . . . . . . .$ 3. Value of Non Includable Assets . . . . . . . . . . . . .$ 4. Total from Schedule L-2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ E. Total Value of Trust Assets (Line C-6 minus Line D-4) . . . . . . . . . . . . . . . . . . . . . . . . . . .$ F. Remainder Factor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G. Taxable Remainder Value (Multiply Line E by Line F) . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ (Also enter on Line 7, Recapitulation) III. INVASION OF CORPUS: A. MM/DD/YYYY Invasion of Corpus (Month, Day, Year) B. Name(s) of Life Tenant(s) or Annuitant(s) Date of Birth Age on Date Corpus Consumed C. Corpus Consumed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ D. Remainder Factor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E. Taxable Value of Corpus Consumed (Multiply Line C by Line D) . . . . . . . . . . . . . . . . . . . .$ (Also enter on Line 7, Recapitulation) Term of Years Income or Annuity is Payable MM/DD/YYYY Reset Entire Form Return to top of page. PRINT FORM
Schedule L - Remainder Prepayment or Invasion of Trust Corpus (REV-1644)
More about the Pennsylvania Form REV-1644 Estate Tax TY 2023
We last updated the Schedule L - Remainder Prepayment or Invasion of Trust Corpus in February 2024, so this is the latest version of Form REV-1644, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form REV-1644 directly from TaxFormFinder. You can print other Pennsylvania tax forms here.
Other Pennsylvania Estate Tax Forms:
TaxFormFinder has an additional 174 Pennsylvania income tax forms that you may need, plus all federal income tax forms.
| Form Code | Form Name |
|---|---|
| Form REV-1500 | Inheritance Tax Return - Resident Decedent |
| Form REV-516 | Request for Waiver or Notice of Transfer (For Stocks, Bonds, Securities or Security Accounts Held in Beneficiary Form (REV-516) |
| Form REV-1508 | Schedule E - Cash, Bank Deposits & Misc. Personal Property |
| Form REV-1511 | Schedule H - Funeral Expenses and Administrative Costs |
| Form REV-1737-A | Inheritance Tax Return - Nonresident Decedent |
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-1644 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-1644
We have a total of twelve past-year versions of Form REV-1644 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
2023 Form REV-1644
Schedule L - Remainder Prepayment or Invasion of Trust Corpus (REV-1644)
2022 Form REV-1644
Schedule L - Remainder Prepayment or Invasion of Trust Corpus (REV-1644)
2021 Form REV-1644
Schedule L - Remainder Prepayment or Invasion of Trust Corpus (REV-1644)
2020 Form REV-1644
Schedule L - Remainder Prepayment or Invasion of Trust Corpus (REV-1644)
2019 Form REV-1644
Schedule L - Remainder Prepayment or Invasion of Trust Corpus (REV-1644)
2018 Form REV-1644
Schedule L - Remainder Prepayment or Invasion of Trust Corpus (REV-1644)
2017 Form REV-1644
Schedule L - Remainder Prepayment or Invasion of Trust Corpus (REV-1644)
2016 Form REV-1644
Schedule L - Remainder Prepayment or Invasion of Trust Corpus (REV-1644)
2015 Form REV-1644
Schedule L - Remainder Prepayment or Invasion of Trust Corpus (REV-1644)
2014 Form REV-1644
Schedule L - Remainder Prepayment or Invasion of Trust Corpus (REV-1644)
2012 Form REV-1644
Schedule L - Remainder Prepayment or Invasion of Trust Corpus (REV-1644)
2011 Form REV-1644
Schedule L - Remainder Prepayment or Invasion of Trust Corpus (REV-1644)
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