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Pennsylvania Free Printable Instructions for REV-1513 Schedule J - Beneficiaries for 2024 Pennsylvania Schedule J - Beneficiaries (Instructions)

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Schedule J - Beneficiaries (Instructions)
Instructions for REV-1513 Schedule J - Beneficiaries

Instructions for REV-1513 Schedule J Beneficiaries REV-1513 EX (02-15) GENERAL INFORMATION PURPOSE OF SCHEDULE Use REV-1513 Schedule J to report all beneficiaries and their relationship to the decedent. FORM INSTRUCTIONS Estate of Enter the complete name of the estate as shown on REV-1500, Pennsylvania Inheritance Tax Return. File Number Enter the file number of the estate assigned by the Register of Wills as shown on REV-1500, Pennsylvania Inheritance Tax Return. GENERAL INSTRUCTIONS Description a trust as defined by Section 9113(a), the name, address and the relationship to the decedent of each potential remainder trust beneficiary must be listed. II. Non-Taxable Distributions A. Spousal Distributions under section 9113 for which an election to tax is not being made. List any trust or similar arrangement, or portion thereof, for which a Schedule O election is not being made. Do not list assets, which pass outright to the surviving spouse as specific bequests or transfers. IMPORTANT: Do not report amounts calculated as a life estate for the surviving spouse, specific bequests to the spouse, and amounts that the spouse is the beneficiary on Part II of this schedule. Those amounts would be placed in Part I of this schedule. I. Taxable Distributions. List the name, address and the relationship to the decedent of each beneficiary. NOTE: You must fill out REV-1649, Schedule O if there is a sole use spousal trust. The amount or share that each beneficiary is entitled to receive must be listed. If assets pass under the terms of B. Charitable and Governmental Distributions. List all bequests specifically contained in the decedent’s will or trust www.revenue.pa.gov made to institutions qualifying for the charitable exemption under Section 9111(c) of the Inheritance and Estate Tax Act, and all governments qualifying for the exemption under Section 9111(b). If the institution is not listed in the Cumulative List of Organizations, Publication 78, Internal Revenue Service, submit a copy of the federal exemption. IMPORTANT: Bequests must be specifically contained in the will or trust instrument in order to qualify as a charitable bequest. When there are no qualified beneficiaries to receive the net proceeds of the estate by will or by intestate share, the Commonwealth of Pennsylvania is the statutory heir under Section 2106 of the Probate, Estate & Fiduciaries Code. In such cases, indicate “Commonwealth of PA, Statutory Heir” in Section II, Part B., Charitable and Governmental Distributions, along with the amount which will be distributed. Total of Part II Enter total non-taxable distributions on Line 13, Page 2 of REV-1500. REV-1513 1
Extracted from PDF file 2023-pennsylvania-rev-1513-instructions.pdf, last modified April 2015

More about the Pennsylvania REV-1513 (Instructions) Individual Income Tax TY 2023

We last updated the Schedule J - Beneficiaries (Instructions) in February 2024, so this is the latest version of REV-1513 (Instructions), fully updated for tax year 2023. You can download or print current or past-year PDFs of REV-1513 (Instructions) directly from TaxFormFinder. You can print other Pennsylvania tax forms here.

Related Pennsylvania Individual Income 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 REV-1513 (Instructions).

Form Code Form Name
Form REV-1513 Schedule J - Beneficiaries

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 REV-1513 (Instructions) from the Department of Revenue in February 2024.

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About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of Pennsylvania REV-1513 (Instructions)

We have a total of two past-year versions of REV-1513 (Instructions) in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:

2023 REV-1513 (Instructions)

Instructions for REV-1513 Schedule J - Beneficiaries

2022 REV-1513 (Instructions)

Instructions for REV-1513 Schedule J - Beneficiaries

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