» How to Prepare the PA Inheritance Tax Return
From 8:30 am until 2:15 pm

PBI Groupcast - 5 hours substantive
*Lunch Included*

  • $254 (member)
  • $234 (admitted after 1/1/09)
  • $274 (nonmember)

Early Registration - If you register more than 2 days before this presentation you will qualify for this Early Registration Fee: $229 (member) $209 (admitted after 1/1/09) $249 (nonmember)

Register below and mail in your check (payable to PBI) to the ECBA office or pay online through www.pbi.org.

Registration begins at 8:00 a.m.

Walk through sample filled-in tax returns

After starting off with a refresher on Pennsylvania inheritance tax law, you’ll walk through a series of examples of inheritance tax returns, from the simple estate to the more complex one. The experienced faculty will guide you through these sample estates highlighting the commonly mishandled items and other issues that can be particularly troublesome.

  • Return #1: No Taxable Asset Estate
  • Return #2: Simple Testate Estate
  • Return #3: Intestate Estate
  • Return #4: Original Return for a Testate Estate with a Suspended Asset & Supplemental Return for a Testate Estate for the Supplement Asset
  • Return #5: Complex Testate Estate
  • Return #6: Original Return for a Testate Estate with Partial Election
  • Return #7: Litigation Return for Wrongful Death/Survival Action
  • Return #8: Testate Estate with Marital & Residuary Trust

Learn how to deal with practical, “real world” problems that arise This course is a great opportunity to:

  • Be sure you’ve picked up every deduction and credit available to you
  • Get practical tips about what documentation you should be attaching to your returns and the reasons it matters
  • Learn how to present wrongful death/survival actions
  • Find out how your return is processed at the Department of Revenue – and why the way you assemble it matters
  • Brush up on what is and what is not subject to tax
  • Learn ways to avoid getting tripped up on remainder returns and future interest compromises
  • Get tips for handling trusts, annuities, mutual funds & other nonprobate assets

 

 
Location: Erie County Bar Association (302 West 9th Street, Erie, Pennsylvania 16502)
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