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Pennsylvania Free Printable Application for Mortgage Foreclosure Inheritance Tax Release of Lien (REV-1839) for 2024 Pennsylvania Application for Mortgage Foreclosure Inheritance Tax Release of Lien

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Application for Mortgage Foreclosure Inheritance Tax Release of Lien
Application for Mortgage Foreclosure Inheritance Tax Release of Lien (REV-1839)

1839019105 (EX) MOD 06-19 (FI) REV-1839 Bureau of IndIvIdual Taxes Po Box 280601 HarrIsBurg Pa 17128-0601 SECTION I START Decedent Name: Last APPLICATION FOR MORTGAGE FORECLOSURE INHERITANCE TAX RELEASE OF LIEN County Code Year File Number DECEDENT INFORMATION Suffix ➜ MI First Decedent Date of DeathMM/DD/YYYY Decedent Social Security Number APPLICANT INFORMATION SECTION II Telephone Number Applicant Name Mailing Address State City ZIP Code REAL ESTATE INFORMATION SECTION III Attach copy of deed description Street Address City, Township, Borough County Tax Parcel Number VALUATION DATA SECTION IV Real Estate Value - Computed Value at Date of Death, Current Computed Value or Appraisal (Attach Copy of Assessment Card or Appraisal) Mortgage Balance - Attach Document evidencing Date of Death Balance of Mortgage BENEFICIARY INFORMATION SECTION V List additional beneficiaries on separate sheet of paper Name: Last Suffix Street Address First State City Name: Last Suffix Street Address First Suffix Street Address First City Applicant Signature Phone Number ZIP Code Relationship to Decedent MI State City Name: Last Relationship to Decedent MI ZIP Code Relationship to Decedent MI State ZIP Code Date MM/DD/YYYY PLEASE SIGN AFTER PRINTING. 1839019105 Reset Entire Form TOP OF PAGE 1839019105 NEXT PAGE PRINT FORM Pennsylvania Department of Revenue Instructions for REV-1839 application for Mortgage foreclosure Inheritance Tax release of lien REV-1839 IN (EX) 06-19 PURPOSE SECTION II For mortgagees who are unaffiliated with an estate to report a parcel of real property under Pennsylvania’s Inheritance and Estate Tax Act. By reporting a property under this form, the third party will receive documentation to establish whether any inheritance tax is owed on the property in question. APPLICANT INFORMATION Enter the name, address and telephone number of the person or entity preparing the application. The Applicant’s signature is required at the bottom of the form. WHO MUST FILE REAL ESTATE INFORMATION Enter the address, including County and Tax Parcel Number, of the real property being reported. A clear copy of the property’s deed description must be included. Mortgagees who have an interest in the real property which was owned by a decedent for whom no estate file number exists or for parcels of property which have not otherwise been reported to the Department through a decedent’s estate. WHERE TO FILE Submit completed form to: [email protected] NECESSARY PRECONDITION Before the Department can review and process the REV1839, it is necessary for an Estate File Number to exist for the decedent at the Register of Wills Office. Mortgagees may constitute a party in interest and be eligible to obtain an estate file number by filing an Affidavit of Death in the Register of Wills Office pursuant to 20 Pa.C.S.§ 925. The Department will be unable to respond to an application made before an Estate file number exists for a particular decedent. SECTION III SECTION IV VALUATION DATA REAL PROPERTY VALUE Enter the value of the real property using any of the following methods: Computed Value at Date of Death, Current Computed Value or Appraisal. Computed value is derived by multiplying the county assessed value by the common level ratio factor (CLRF). If using current computed value you must use current CLRF. If using date of death computed value, use the CLRF effective at the date of death. Attach a copy of assessment card or appraisal. MORTGAGE BALANCE Enter the date of death mortgage balance. If claiming a mortgage deduction, you must attach a document evidencing the outstanding mortgage balance at the date of death. INSTRUCTIONS SECTION V By completing this form the real property will be reported and valued under the Pennsylvania Inheritance and Estate Tax Act. The Department will review the filing and determine whether any tax is owed based upon the information provided. Once the property has been reported and valued, and the payment of tax, if any, has been made, the Department would produce a release of lien to the inquiring party for filing at the Register of Wills Office. BENEFICIARY INFORMATION If known, enter the name, address and relationship to decedent for each beneficiary of real property reported. If additional beneficiary space is needed, use a separate sheet of paper. SECTION INSTRUCTIONS SECTION I DECEDENT INFORMATION Enter the information for the decedent associated with the real estate. www.revenue.pa.gov Reset Entire Form REV-1839 PREVIOUS PAGE 1 PRINT FORM
Extracted from PDF file 2023-pennsylvania-rev-1839.pdf, last modified September 2018

More about the Pennsylvania REV-1839 Estate Tax TY 2023

A third party will report a property under this form and they will then receive documentation to determine if any inheritance tax is owed on the mentioned property.

We last updated the Application for Mortgage Foreclosure Inheritance Tax Release of Lien in February 2024, so this is the latest version of REV-1839, fully updated for tax year 2023. You can download or print current or past-year PDFs of REV-1839 directly from TaxFormFinder. You can print other Pennsylvania tax forms here.

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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
REV-1508 (Instructions) Schedule E - Cash, Bank Deposits, & Misc. Personal Property (Instructions)
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 REV-1839 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 REV-1839

We have a total of two past-year versions of REV-1839 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:

2023 REV-1839

Application for Mortgage Foreclosure Inheritance Tax Release of Lien (REV-1839)

2022 REV-1839

Application for Mortgage Foreclosure Inheritance Tax Release of Lien (REV-1839)

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