Pennsylvania Inheritance Tax Service
Pennsylvania Inheritance Tax — Planning & Fixed-Fee Filing Packages
State-specific planning and compliant filing for Pennsylvania inheritances and PA-situs assets — for residents and nonresidents. Scenario modeling, beneficiary-class analysis, coordination with county Register of Wills / PA DOR, federal alignment (Form 706 if applicable) and audit-ready documentation.
Inheritance tax planning — Pennsylvania
Forward-looking strategies to reduce class-based exposure, coordinate with federal rules and prepare clean filings later. Choose your track below.
Pennsylvania Resident — Inheritance Tax Planning
Tiered pricing by complexity
- Tier A — Essentials: $1,450–$2,150 W-2/retirement, brokerage, primary home, mainly exempt heirs.
- Tier B — Enhanced: $2,300–$3,550 Rental/second home, small LLC, mix of heir classes, charitable intent.
- Tier C — Advanced: $3,900–$5,950 Multiple properties, operating business, trusts, taxable beneficiary classes.
What’s included
- Fact pattern & asset review; beneficiary class map
- Scenario modeling (baseline vs. optimized)
- Recommendations: titling, trusts with counsel, charitable options
- Federal coordination notes (estate/gift alignment)
- Written planning memo & implementation checklist
Advisory only; legal drafting via your attorney.
Nonresident — PA-Situs Asset Planning
Tiered pricing by holdings
- Tier A — Single asset: $1,650–$2,450 One PA property or a single tangible/closely-held interest.
- Tier B — Multiple assets: $2,850–$4,600 2–3 PA assets, basic apportionment, simple entity layers.
- Tier C — Complex cross-state: $4,950–$7,300 3+ assets, operating businesses, cross-state beneficiaries.
What’s included
- Exposure analysis for PA-situs real & tangible assets
- Apportionment & exit/transfer scenario modeling
- Home-state & federal coordination map
- Liquidity planning for potential PA tax
- Written planning memo & cross-state checklist
Third-party valuations and legal drafting excluded.
Filing packages — Pennsylvania inheritances
Transparent, fixed-fee filing support with audit-ready deliverables. Complex scenarios may require a tailored quote.
Many Pennsylvania firms bill inheritance filings by the hour. Our fixed-fee model gives you defined scope, deliverables and turnaround — no surprises, no billing creep. Each package includes a written quote and audit-ready documentation.
Starter — Threshold, Classes & Filing Check
$420 flat fee
- Estate & PA-situs asset review
- Beneficiary class & exemption assessment
- Filing decision memo (PA required or not)
- Checklist of documents & next steps
What’s included
- 30–45 min intake + documentation review
- Written decision memo with rationale
- Route to Standard/Premium if filing needed
Typical turnaround: 3–5 business days
Standard — Preparation & Filing
From $2,250 (typical range $2,250–$4,050)
- Everything in Starter
- Preparation of required PA inheritance forms
- County Register of Wills / PA DOR coordination
- Payment guidance & submission support
- Draft packet for executor/attorney review
What’s included
- Forms prep & reconciliations, transmittals
- Extension/payment guidance
- One revision cycle after review
Typical turnaround: 2–4 weeks (after docs)
Premium — Multi-County & Audit-Ready
From $5,150 (typical range $5,150–$10,250)
- Everything in Standard
- Apportionment for real estate & businesses
- Interstate & multi-county coordination & timelines
- Audit-ready documentation & responses
- Attorney collaboration & representation support
What’s included
- Apportionment schedules & workpapers
- Filing calendar & responsibilities (county/state)
- Audit-response drafting & support hours
Typical turnaround: 4–8+ weeks (case complexity)
Our process
- Discovery (free): facts, deadlines, assets, beneficiary classes, cross-state links
- Engagement & checklist: scope, fixed fee, documents list
- Analysis & drafts: planning scenarios or filing drafts
- Review & filing/implementation: confirm approach; submit forms or implement plan with counsel
- Follow-through: receipts, confirmations, audit-ready file
In-depth Pennsylvania articles (Hub)
- Pennsylvania Inheritance Tax — Complete Guide (Overview)
- Pennsylvania Inheritance Tax Forms & Deadlines
- Nonresidents with PA-Situs Assets — Filing Guide
- Pennsylvania Inheritance Tax Planning
- Pennsylvania Tax Cases & Rulings
- Pennsylvania Tax Calculator
Prefer a done-for-you approach? Book a discovery call and we’ll handle planning and filing end-to-end.
Why choose us?
- State-focused expertise: Pennsylvania inheritance procedures + federal alignment
- Predictable pricing: fixed-fee planning & filing
- Executor- & counsel-friendly: checklists, timelines, clean workpapers
- Multi-state ready: apportionment and cross-jurisdiction coordination
Talk to a Pennsylvania Inheritance Tax Specialist
Get clarity on beneficiary classes, gift lookback implications and timelines. We’ll recommend the right planning or filing package and provide a fixed-fee quote.