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Pennsylvania Free Printable Schedule B - Stocks & Bonds/Schedule D - Mortgages & Notes Receivable  (REV-1737-3) for 2024 Pennsylvania Schedule B/Schedule D

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Schedule B/Schedule D
Schedule B - Stocks & Bonds/Schedule D - Mortgages & Notes Receivable (REV-1737-3)

INHERITANCE TAX RETURN NONRESIDENT DECEDENT SCHEDULE B STOCKS & BONDS REV-1737-3 (EX) 09-18 START ESTATE OF ➜ ITEM NUMBER VALUE AT DATE OF DEATH DESCRIPTION TOTAL (Enter on Page 2, Line 2 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-1737-3 (EX) 09-18 SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF ITEM NUMBER VALUE AT DATE OF DEATH DESCRIPTION TOTAL (Enter on Page 2, Line 4 of REV-1737-A) $ (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-1737-3 Schedule B/Schedule D Stocks and Bonds/Mortgages & Notes Receivable REV-1737-3 IN (EX) 09-18 SCHEDULE B GENERAL INFORMATION PURPOSE Use REV-1737-3, Schedule B to report all stocks and bonds held by the decedent solely or as tenant-in- common on the date of the decedent’s death. IMPORTANT: Complete Schedule B ONLY when the proportionate method of tax computation is elected. SCHEDULE INSTRUCTIONS ESTATE OF Enter the complete name of the estate as shown on the REV-1737-A, Pennsylvania Inheritance Tax Return Nonresident Decedent. ITEM NUMBER Enter the next sequential number for each asset reported. DESCRIPTION Include a description for each stock or bond listed. Stock descriptions must include the number of shares, whether common or preferred, par and market values, and the exact name of the corporation. Bond descriptions must include type of bond, quantity, denomination, obligor, date of maturity, interest rate, and interest due dates. Determine the market value by taking the mean of the highest and lowest quoted selling prices on the date of death. If death occurred on a day when there were no sales, determine the valuation by taking the average of the mean between the highest and lowest selling price on the nearest trading date before and after the date of death. In cases of stock quotations listed as “Over the Counter”, use the mean between the bids and asked. Mutual funds are to be reported at the net asset value (NAV). Include as a separate item, dividends not collected at death but payable to the decedent or estate since the decedent was a stockholder of record on or before the date of death. When stock is being traded on an exchange and is selling ex-dividend on the date of the decedent’s death, add the amount of the dividend to the ex-dividend quotation to determine the fair market value of the stock as of the date death. CAUTION: Interest due, but not yet collected, and interest accrued, but not yet due, as of the decedent’s date of death are taxable property and must be reported on Schedule B. VALUE AT DATE OF DEATH The taxable amount is the market value of the asset as of the date of death. TOTAL Total all items in the Value at Date of Death column and enter value here. Carry the value to Page 2, Line 2 of the REV-1737-A. SCHEDULE D GENERAL INFORMATION ITEM NUMBER Enter the next sequential number for each asset reported. PURPOSE Use REV-1737-3, Schedule D to report all mortgages and notes receivable owed to the decedent on the date of the decedent’s death. DESCRIPTION Include a description for each mortgage or notes receivable reported. IMPORTANT: Complete Schedule D ONLY when the proportionate method of tax computation is elected. SCHEDULE INSTRUCTIONS 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 The mortgage description must include the face value and unpaid balance, date of mortgage, date of maturity, name of maker, property mortgaged, mortgage book reference, schedule of payments, interest dates and rate of interest. The notes receivable description must include the face value and unpaid balance, date of note, date of maturity, name of maker, property address, schedule of payments, interest dates and rate of interest. NOTE: This is an asset of the decedent, i.e., the decedent was the person receiving the payments. REV-1737-3 NEXT PAGE 1 VALUE AT DATE OF DEATH Enter the taxable amount for each item listed. The taxable amount is the unpaid balance on the date of death. 2 REV-1737-3 PREVIOUS PAGE TOTAL Total all items in the Value at Date of Death column and enter value here. Carry this value to Page 2, Line 4 of the REV-1737-A. www.revenue.pa.gov RETURN TO FORM
Extracted from PDF file 2023-pennsylvania-form-rev-1737-3.pdf, last modified September 2008

More about the Pennsylvania Form REV-1737-3 Estate Tax TY 2023

Form REV-1737-3, (Schedule B) is used to report all the stocks and bonds that were in the decedent’s name on the date of the decedent’s death.

We last updated the Schedule B/Schedule D in February 2024, so this is the latest version of Form REV-1737-3, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form REV-1737-3 directly from TaxFormFinder. You can print other Pennsylvania tax forms here.

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-1737-3.

Form Code Form Name
Form REV-1737-A Inheritance Tax Return - Nonresident Decedent
Form REV-1737-1 Nonresident Decedent Affidavit of Domicile
Form REV-1737-5 Schedule F
Form REV-1737-2 Schedule A
Form REV-1737-4 Schedule E
Form REV-1737-6 Schedule G/Schedule H
Form REV-1737-7 Schedule I/Schedule J
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-1737-3 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-1737-3

We have a total of twelve past-year versions of Form REV-1737-3 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2023 Form REV-1737-3

Schedule B - Stocks & Bonds/Schedule D - Mortgages & Notes Receivable (REV-1737-3)

2022 Form REV-1737-3

Schedule B - Stocks & Bonds/Schedule D - Mortgages & Notes Receivable (REV-1737-3)

2021 Form REV-1737-3

Schedule B - Stocks & Bonds/Schedule D - Mortgages & Notes Receivable (REV-1737-3)

2020 Form REV-1737-3

Schedule B - Stocks & Bonds/Schedule D - Mortgages & Notes Receivable (REV-1737-3)

2019 Form REV-1737-3

Schedule B - Stocks & Bonds/Schedule D - Mortgages & Notes Receivable (REV-1737-3)

2018 Form REV-1737-3

Schedule B - Stocks & Bonds/Schedule D - Mortgages & Notes Receivable (REV-1737-3)

2017 Form REV-1737-3

Schedule B/Schedule D (REV-1737-3)

2016 Form REV-1737-3

Schedule B/Schedule D (REV-1737-3)

Forms/Publications 2015 Form REV-1737-3

Schedule B/Schedule D (REV-1737-3)

Forms/Publications 2014 Form REV-1737-3

Schedule B/Schedule D (REV-1737-3)

Forms/Publications 2012 Form REV-1737-3

Schedule B/Schedule D (REV-1737-3)

Forms/Publications 2011 Form REV-1737-3

Schedule B/Schedule D (REV-1737-3)


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