Fillable Form 1.: SCHEDULE J BENEFICIARIES (Pennsylvania)

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Form 1.: SCHEDULE J BENEFICIARIES (Pennsylvania)

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SCHEDULE J
BENEFICIARIES
ESTATE OF: FILE NUMBER:
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
TOTAL OF PART II –
ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET.
$
If more space is needed, use additional sheets of paper of the same size.
II
I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under
Sec. 9116 (a) (1.2).]
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE.
NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN:
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
REV-1513 EX+ (02-15)
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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Form 1.: SCHEDULE J BENEFICIARIES (Pennsylvania)

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Completed 6 December 2021

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