How Pennsylvania Inheritance Tax Really Works
- Sojourner Law
- 4 hours ago
- 1 min read
Pennsylvania Inheritance Tax Explained
Learn how Pennsylvania inheritance tax works and what families should expect.
Pennsylvania is one of the few states that imposes an inheritance tax.
The rate depends on the relationship to the deceased.
Spouse: 0 percent
Children and grandchildren: 4.5 percent
Siblings: 12 percent
Other beneficiaries: 15 percent
Tax is generally due within nine months of death. A discount applies if paid within three months.
Planning does not eliminate inheritance tax in most situations, but it prepares families for what to expect.
Understanding the structure of Pennsylvania inheritance tax is essential when creating a comprehensive estate plan.
If you would like guidance on how inheritance tax affects your estate plan, contact Sojourner Law, PLLC to schedule a consultation.
Comments