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Pennsylvania Free Printable Schedula A - Real Estate (REV-1737-2) for 2024 Pennsylvania Schedule A

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Schedule A
Schedula A - Real Estate (REV-1737-2)

INHERITANCE TAX RETURN NONRESIDENT DECEDENT REV-1737-2 (EX) 09-18 START SCHEDULE A, PART I REAL ESTATE IN PENNSYLVANIA ESTATE OF ➜ PART I Include all real property owned by the decedent individually or as tenant-in-common having its situs in Pennsylvania. For proper completion of this schedule, refer to the instructions for REV-1737-2, Schedule A. See Part II on Page 2 if using the proportionate method tax computation. ITEM NUMBER VALUE AT DATE OF DEATH DESCRIPTION PART I TOTAL $ PART II TOTAL (From Page 2) $ TOTAL (Enter on Page 2, Line 1 of REV-1737-A) $ (If more space is needed, use additional sheets of paper of the same size) Reset Entire Form PAGE 1 NEXT PAGE PRINT FORM INHERITANCE TAX RETURN NONRESIDENT DECEDENT REV-1737-2 (EX) 09-18 SCHEDULE A, PART II REAL ESTATE OUTSIDE PENNSYLVANIA ESTATE OF PART II Complete Part II for proportionate method tax computation. Include all real property owned by the decedent individually or as tenant-in-common having its situs outside Pennsylvania. For proper completion of this schedule, refer to the instructions for REV-1737-2, Schedule A. ITEM NUMBER VALUE AT DATE OF DEATH DESCRIPTION PART II TOTAL (Enter on Page 1 of REV-1737-2) $ (If more space is needed, use additional sheets of paper of the same size) Reset Entire Form PREVIOUS PAGE PAGE 2 NEXT PAGE PRINT FORM Pennsylvania Department of Revenue Instructions for REV-1737-2 Schedule A REV-1737-2 IN (EX) 09-18 GENERAL INFORMATION PURPOSE Use REV-1737-2, Schedule A to report all Pennsylvania real estate held by the decedent solely or as tenant-in-common. Property jointly owned with rights of survivorship should be reported on REV-1737-5, Schedule F. SPECIAL FARM USE VALUATION For dates prior to July 1, 2012, under Section 9122 of the Inheritance and Estate Tax Act of 1991, land devoted to agricultural use, agriculture reserve or forest reserve may be eligible for preferential assessment measured by particular use, rather than by fair market value. This preferential valuation may be used to determine county property tax assessments. If you elect to use this method of valuation, the special use valuation under the Pennsylvania Farmland and Forest Land Assessment Act of 1974, 72 P.S. §5490.1, et. seq. must be reported. You will also be required to submit fair market value appraisals of the residential property, farm outbuildings and agricultural property so that a proper valuation may be made if the special use is discontinued or if the property does not meet all requirements. Real Estate ITEM NUMBER Enter the next sequential number for each real estate item reported. DESCRIPTION Report the physical street address of the property and the parcel ID number. When reporting the fractional interest in a parcel of real property owned as tenant-in-common, state the decedent’s fractional interest, including the full value of the property with the description and enter only the value of the decedent’s interest in the column marked, “Value at Date of Death”. NOTE: When reporting a fractional interest, include a copy of the deed. VALUE AT DATE OF DEATH Estates are required to report all real estate at the fair market value as of the date of death. Fair market value is defined as the price at which the property would be sold by a willing seller, not compelled to sell, to a willing buyer, not compelled to buy, both of whom have reasonable knowledge of the relevant facts. AGRICULTURE EXEMPTIONS For dates of death on or after July 1, 2012, real estate that qualifies under the Agriculture Exemption enacted by Act 85 of 2012 may be exempt from inheritance tax. For more information refer to the Department’s Informational Notice 2012-01. Qualifying exemptions must be reported on REV-1197, Schedule AU. There are three methods to value the property at date of death: sale price, appraisal value or county tax assessment multiplied by the common level ratio factor. Structures affixed to the real estate that do not qualify for an exemption must be valued and reported on Schedule A. NOTE: Attach a copy of the tax assessment notice, certified appraisal, or settlement sheet (HUD1) used to value the real property on this schedule. NOTE: Real estate held between a decedent and the surviving spouse as either tenants by the entireties or joint tenants with right of survivorship for more than one year prior to the decedent’s death is exempt from inheritance tax. SCHEDULE INSTRUCTIONS The Department of Revenue allows up to 15 months after the date of death to report a sale price. If using a sale price, report the gross sale price. If the real estate was sold to a family member or anyone associated with the administration of the estate, an appraisal or other documentary evidence of the fair market value must be submitted to verify that the real estate was sold at the fair market value. PART I - REAL ESTATE IN PENNSYLVANIA List and describe all real property located in Pennsylvania. IMPORTANT: Sale price can only be reported if the real estate was sold within 15 months of the date of death. PART II - REAL ESTATE OUTSIDE PENNSYLVANIA List and describe all real property located outside Pennsylvania. PART I TOTAL Total all items in the value at date of death column in Part I and enter value here. IMPORTANT: Complete Part II ONLY when the proportionate method of tax computation is elected. ESTATE OF Enter the complete name of the estate as shown on the REV-1737-A, Pennsylvania Inheritance Tax Return Nonresident Decedent. www.revenue.pa.gov PREVIOUS PAGE PART II TOTAL Total all items in the value at date of death column in Part II and enter value here. TOTAL Enter the total amount of Part I Total and Part II Total. Carry this value to Page 2, Line 1 of the REV-1737-A. REV-1737-2 1 RETURN TO FORM
Extracted from PDF file 2023-pennsylvania-form-rev-1737-2.pdf, last modified January 2009

More about the Pennsylvania Form REV-1737-2 Estate Tax TY 2023

We last updated the Schedule A in February 2024, so this is the latest version of Form REV-1737-2, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form REV-1737-2 directly from TaxFormFinder. You can print other Pennsylvania tax forms here.


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Related Pennsylvania Estate Tax Forms:

TaxFormFinder has an additional 174 Pennsylvania income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the Pennsylvania Form REV-1737-2.

Form Code Form Name
Form REV-1737-1 Nonresident Decedent Affidavit of Domicile
Form REV-1737-5 Schedule F
Form REV-1737-3 Schedule B/Schedule D
Form REV-1737-4 Schedule E
Form REV-1737-6 Schedule G/Schedule H
Form REV-1737-7 Schedule I/Schedule J
Form REV-1737-A Inheritance Tax Return - Nonresident Decedent
REV-1737-3 Schedule B - Stocks and Bonds

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-1737-2 from the Department of Revenue in February 2024.

Show Sources >

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-1737-2

We have a total of twelve past-year versions of Form REV-1737-2 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2023 Form REV-1737-2

Schedula A - Real Estate (REV-1737-2)

2022 Form REV-1737-2

Schedula A - Real Estate (REV-1737-2)

2021 Form REV-1737-2

Schedula A - Real Estate (REV-1737-2)

2020 Form REV-1737-2

Schedula A - Real Estate (REV-1737-2)

2019 Form REV-1737-2

Schedula A - Real Estate (REV-1737-2)

2018 Form REV-1737-2

Schedula A - Real Estate (REV-1737-2)

2017 Form REV-1737-2

Schedule A (REV-1737-2)

2016 Form REV-1737-2

Schedule A (REV-1737-2)

Forms/Publications 2015 Form REV-1737-2

Schedule A (REV-1737-2)

Forms/Publications 2014 Form REV-1737-2

Schedule A (REV-1737-2)

Forms/Publications 2012 Form REV-1737-2

Schedule A (REV-1737-2)

Forms/Publications 2011 Form REV-1737-2

Schedule A (REV-1737-2)


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