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Posted on Wednesday, November 12th, 2014 by Peter Klenk

The amount of Pennsylvania Inheritance Tax due will depend on the beneficiary’s relation to the deceased. For example, the tax rate for siblings is 12% while the tax rate for someone who was only a close friend is 15%.

There is also a group of people whose inheritance is taxed at 4.5%. This class includes Lineal Heirs and Lineal Descendants.

Lineal Heirs include related persons both up and down the deceased’s bloodlines; grandfather, grandmother, father, mother and the deceased’s children.

Lineal Descendants only include those down the deceased’s bloodline; children and their descendants (grandchildren, great-grandchildren, etc.).
Inheritances passing to both groups are taxed at 4.5%.

If you have questions about probate in Montgomery County, Pennsylvania, feel free to contact our office for a free consultation. Wills, Trusts and Estates, It’s all we do!

Peter Klenk, Esq

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