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  • PA InheriTax
    Easily create the PA REV-1500
    and probate forms
    with a few clicks

$800 (plus tax) for the first year

Subsequent years are $400 plus tax (with annual CPI increases).
An invoice to renew will be sent prior to the end of your annual term.

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InheriTax: PA REV-1500 software

Simple, affordable, and easy-to-use, InheriTax is a basic solution to complete the PA REV-1500 and handle your probate work.  InheriTax offers an approachable, intuitive interface. Users simply enter assets, deductions and amounts allocable to each beneficiary and the system does the rest.

  • Provides up to nine supplemental returns per estate
  • Enter information in only once – saves you time and ensures accuracy
  • Drives estate and trust information to appropriate documents for easy filing
  • No training is needed

Inheritance tax is imposed as a percentage of the value of a decedent’s estate transferred to beneficiaries by will, heirs by intestacy and transferees by operation of law. The tax rate varies depending on the relationship of the heir to the decedent.

InheriTax is a Windows program.   If you have a Mac, contact Sales and we can discuss your options.

Questions?  View our FAQs

FAQs

Features and Benefits

Includes PA REV-1500, PA Inventory and Register of Wills & Orphans’ Court Forms

Install takes minutes and no training is needed

Unrivaled email & phone support

Provides up to nine supplemental returns per estate

Transfers all general estate information automatically to every form

Creates envelopes and address labels with data from each estate

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