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Pennsylvania Free Printable Schedule F - Jointly-Owned Property (REV-1509) for 2024 Pennsylvania Schedule F - Jointly-Owned Property

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Schedule F - Jointly-Owned Property
Schedule F - Jointly-Owned Property (REV-1509)

1509019105 (EX+) MOD 03-19 (FI) REV-1509 START ➜ BurEau OF InDIvIDual TaXEs PO BOX 280601 HarrIsBurg Pa 17128-0601 SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: If an asset became jointly owned within one year of the decedent’s date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP OF DECEDENT A. B. C. JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT 1. A. LAST 4 DIGITS OF BANK ACCOUNT # DATE MADE JOINT DESCRIPTION OF PROPERTY NAME OF FINANCIAL INSTITUTION. ATTACH DEED FOR JOINTLY HELD REAL ESTATE. % OF DATE OF DEATH DATE OF DEATH DECEDENT’S VALUE OF VALUE OF ASSET INTEREST DECEDENT’S INTEREST TOTAL (Also enter on Line 6, Recapitulation) $ 0.00 If more space is needed, use an additional Schedule F. 1509019105 Reset Entire Form 1509019105 Return to top of page. PRINT FORM Pennsylvania Department of Revenue Instructions for REV-1509 rEv-1509 In (EX+) 03-19 GENERAL INFORMATION PURPOSE OF SCHEDULE Use REV-1509 Schedule F to report all property in which the decedent held an interest as joint tenants with right of survivorship. FORM INSTRUCTIONS ESTATE OF Enter the complete name of the estate as shown on the REV-1500, Pennsylvania Inheritance Tax Return. FILE NUMBER Enter the file number of the estate assigned by the Register of Wills as shown on the REV-1500, Pennsylvania Inheritance Tax Return. GENERAL INSTRUCTIONS SURVIVING JOINT TENANT(S) INFORMATION Enter the surviving joint tenant’s name, address and relationship to decedent. JOINTLY OWNED PROPERTY Enter the letter corresponding with the joint tenant, last 4 digits of bank account #, date asset was made joint, description of property, date of death value, percentage of decedent’s interest and the value of decedent’s interest. LAST FOUR DIGITS OF BANK ACCOUNT NUMBER If applicable, enter the last four digits of the bank account number or similar identifying number for the account being reported. DESCRIPTION OF PROPERTY Report all property of whatever kind or character, whether real estate is situated in the Commonwealth of Pennsylvania or personal property in which the decedent held an interest as a joint tenant with a right of survivorship. NOTE: Assets held jointly with right of survivorship between spouses are not reportable for inheritance tax purposes. www.revenue.pa.gov schedule F – Jointly Owned Property DATE OF DEATH VALUE When reporting the assets indicate the date the asset was placed into joint ownership, the exact balance or market value at date of death, and the value of the taxable interest. Each description must show the exact registration of the asset and the appropriate letter, A. B. C. etc., to indicate the name, address, and relationship of each of the surviving joint tenants to the decedent. If the jointly held asset is a rollover from a previously jointly held account, that information should be reported, including date originally issued and the date the rollover occurred. IMPORTANT: If the surviving joint owner of any asset has received a separate assessment notice from the department and paid the tax due on a specific joint asset, the value of that asset should not be included in the total for this schedule. An estate representative may request that the department issue a separate tax notice for tax due on jointly owned assets directly to the surviving owner by filling in the oval below Line 6 of the REV-1500. All information requested on REV-1509, Schedule F must be completed, including the surviving joint owner’s address, in order for the department to issue a notice. This option should only be used when the estate representative does not wish to pay the tax on the jointly-owned assets from estate funds and if the decedent’s will does not have a stipulation stating that all taxes from whatever conveyance shall be paid out of the probate estate. TOTAL Total all items in the Value at Date of Death column and enter value here. Enter this value on Line 6, Page 2 of the REV-1500. CAUTION: Assets made joint within one year of death are reported on REV-1510, Schedule G. Do not report a retained life interest on this schedule. REV-1509 RETURN TO FORM 1
Extracted from PDF file 2023-pennsylvania-form-rev-1509.pdf, last modified February 2010

More about the Pennsylvania Form REV-1509 Estate Tax TY 2023

We last updated the Schedule F - Jointly-Owned Property in February 2024, so this is the latest version of Form REV-1509, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form REV-1509 directly from TaxFormFinder. You can print other Pennsylvania tax forms here.

Other Pennsylvania Estate Tax Forms:

TaxFormFinder has an additional 174 Pennsylvania income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Form REV-1500 Inheritance Tax Return - Resident Decedent
Form REV-516 Request for Waiver or Notice of Transfer (For Stocks, Bonds, Securities or Security Accounts Held in Beneficiary Form (REV-516)
Form REV-1508 Schedule E - Cash, Bank Deposits & Misc. Personal Property
Form REV-1737-A Inheritance Tax Return - Nonresident Decedent
Form REV-1510 Schedule G - Inter-Vivos Transfers and Misc. Non-Probate Property

Download all PA tax forms View all 175 Pennsylvania Income Tax Forms

Form Sources:

Pennsylvania usually releases forms for the current tax year between January and April. We last updated Pennsylvania Form REV-1509 from the Department of Revenue in February 2024.

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About the Estate Tax

The IRS, and many states, impose an estate tax on the transfer of cash and property between a decedent and their beneficiaries. These taxes generally only apply to estates over a certain size threshold, generally several million dollars, and therefore only affects the largest few percent of estates in the United States.

Historical Past-Year Versions of Pennsylvania Form REV-1509

We have a total of twelve past-year versions of Form REV-1509 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:

2023 Form REV-1509

Schedule F - Jointly-Owned Property (REV-1509)

2022 Form REV-1509

Schedule F - Jointly-Owned Property (REV-1509)

2021 Form REV-1509

Schedule F - Jointly-Owned Property (REV-1509)

2020 Form REV-1509

Schedule F - Jointly-Owned Property (REV-1509)

2019 Form REV-1509

Schedule F - Jointly-Owned Property (REV-1509)

2018 Form REV-1509

Schedule F - Jointly-Owned Property (REV-1509)

2017 Form REV-1509

Schedule F - Jointly-Owned Property (REV-1509)

2016 Form REV-1509

Schedule F - Jointly-Owned Property (REV-1509)

Forms/Publications 2015 Form REV-1509

Schedule F - Jointly-Owned Property (REV-1509)

Forms/Publications 2014 Form REV-1509

Schedule F - Jointly-Owned Property (REV-1509)

forms/publications 2012 Form REV-1509

Schedule F - Jointly-Owned Property (REV-1509)

forms/publications 2011 Form REV-1509

Schedule F - Jointly-Owned Property (REV-1509)

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