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

InheriTax: REV-1500 software

Simple, affordable, and easy-to-use, InheriTax is a basic solution to complete the 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.

$800 (plus tax) for the first year

Subsequent years are $330 plus tax (with CPI increases).
An invoice to renew will be sent prior to the end of your annual term.

Features and Benefits

Includes PA REV-1500, PA Probate Forms and PA Inventory

  • Great for firms that don’t deal with fiduciaries or federal returns
  • All Register of Wills and Orphans’ Court Forms are inside

Install takes minutes and no training is needed

  • The database can be downloaded and setup in no time
  • The software is extremely easy to use – most customers don’t need training

Unrivaled tax and technical support

  • With a combined 150+ years of experience, our support team is here to help you with all your questions
  • 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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