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
- Simultaneous access for 2+ users
- Installed on a cloud server hosted by Lackner – You can access the program from anywhere!
- We apply all software updates for you
- Installs on Windows and Mac computers
- 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.
