People frequently ask “How much is PA Inheritance Tax?” It is not one rate for all. It differs, depending upon the relationship and situation. The tax rates are as follow:
1. No tax between spouses;
2. Four and one-half percent (4-l/2%) for lineal descendants;
3. Twelve percent (12%) for siblings;
4. Fifteen percent (15%) for all others; and
5. No tax if bequest is to a 501(c)(3) charitable organization.
People who are living together and are not married may want to consider getting married. Inheritance tax is only one factor to be considered in making such a decision.
I can assist with any questions you have. Contact me at 215-822-7575 or email me at jcg@rgsglaw.com. We offer a free initial consultation!
Rubin, Glickman, Steinberg & Gifford P.C.
Pennsylvania Attorney's
April 24, 2019