My husband died in May this year. Our house is jointly-own by my husband and I, tenants

Asked over 1 year ago - Quakertown, PA

by entirety. When I fill out PA inheritance tax forms, do I need to report our jointly-owned house on schedule F or schedule G, or I don't need to report it at all?
hank you for your advice!

Attorney answers (3)

  1. Cynthia A McNicholas

    Contributor Level 11

    7

    Lawyers agree

    Answered . I am very sorry for your loss.

    You do not need to report the house on the Inheritance Tax Return.

    All the best to you.

    Disclaimer: The information posted here is for general inforamtional purposes only and does not constitute legal... more
  2. James P. Frederick

    Contributor Level 20

    7

    Lawyers agree

    Answered . Property held as tenants by the entireties is not subject to inheritance tax. This property should not need to be reported on either schedule. In any event, the tax would be 0.

    James Frederick

    ***Please be sure to mark if you find the answer "helpful" or a "best" answer. Thank you! I hope this helps. ******... more
  3. Celia R Reed

    Contributor Level 20

    5

    Lawyers agree

    Answered . You do not report this. Best wishes.

    Please note that I am answering this question as a service through Avvo but not as your attorney and no attorney-... more

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