Pennsylvania Inheritance Tax Page 2

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INSTRUCTIONS
Line 1 - Lien Filing Fees - Enter the total collections for lien filing fees.
Line 2 - Citation Filing Fees - Enter the total collections for citation filing fees.
Line 3 - Nonresident Inheritance Taxes - Enter the total collections for inheritance taxes collected for nonresidents.
NOTE: No commission is allowed on collections reported on Lines 1 through 3.
Line 4 - Total Miscellaneous Collections - Enter the total of Lines 1, 2, and 3.
Line 5 - Inheritance Taxes (commission allowed) - Enter the total collections for resident inheritance and estate taxes.
Line 6 - Total Collections - Enter the total of Lines 4 and 5.
Line 7 - Credit Memoranda/Credit Correspondence - Enter the total amount of all credit shown on all credit
letters/memos received from the department during the previous month. Attach a copy of the credit letter/memo
to the monthly report.
Line 8 - Register of Wills - Enter the amount of any overpayment made to the department during a prior month by
indicating the month and amount involved.
Line 9 - Commonwealth - Enter any balance due the department from a prior month by indicating the month and amount
involved.
Line 10 - Register of Wills - Enter the amount of any overpayment made to the department as shown in an audit settlement
of your account and indicate the audit period.
Line 11 - Commonwealth - Enter the amount of any balance due the department as shown in an audit settlement of your
account and indicate the audit period.
Line 12 - Total Amount Deposited - From the amount reported on Line 6, subtract Lines 7, 8, and 10; add Lines 9 and 11;
and enter the net total on Line 12. The total of your monthly deposit tickets should be the same as the amount
entered on Line 12.
Forward the following to the Bureau of Imaging and Document Management on or before the 10th day of each month:
A. Original and one copy of the Register of Wills Report (REV-714) and original and one copy of the Itemization of Inheritance
Tax Receipts Issued (REV-587).
B. Copy of each itemized deposit ticket for Total Amount Deposited, Line 12, of this report.
The address for the Bureau of Imaging and Document Management is as follows:
Bureau of Imaging and Document Management
Imaging Support and Banking Operations Division
PO BOX 280400
Harrisburg, PA 17128-0400
Inquiries concerning the preparation of this report should be directed to 717-783-2333.
Commission rates and limits are determined in accordance with Act 207 of 1986.
TOTAL TRANSFER TAXES
COMMISSION RATE
$1 - $200,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.25%
$200,001 - $1,000,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.75%
$1,000,001 and Over . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
0.5%

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