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Loren
Loren, Attorney
Category: Estate Law
Satisfied Customers: 34058
Experience:  30 years experience in the practice of estate law.
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Inheritance tax paid on 800,000 estate was 35,ooo. Real estate

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Inheritance tax paid on 800,000 estate was 35,ooo. Real estate value of 700,000 was used at that time. Property sold for only 200,000. Are inheritors entitled to a refund from Pa?
Thank you for using JustAnswer. I am JudgeLaw and I will do whatever I can to answer your question and provide you excellent service.

I am sorry to hear of your dilemma.   I realize how frustrating this is for you and I hope to provide you information which is accurate and useful, even though it may not be the news you were hoping to get.

A petition for a refund on Pennsylvania inheritance tax must be made within 3 years of the date of:

1. payment,
2. the date of the notice of assessment, or
3. the date the tax becomes delinquent.

After 5 years, the time to file for a refund has expired and a refund would not be possible.

I am sorry. I realize this is not the answer you were hoping for. As a professional, however, I am sometimes placed in the position of having to deliver news which is not favorable to a customer's position, but accurately reflects their position under the law. I hate it, but it happens and I ask that you not penalize me for having to deliver less than favorable news.

It has been my privilege to assist you. Let me know if you need further assistance.  I hope I have helped you beyond your expectations in the service I have provided to you.  I am here for you.

Please remember to rate my answer when our communication is completed so I will be compensated for my time in providing you with the information you requested.

If you feel the need to provide a low rating, please stop and reply to me via the REPLY button with whatever issue or clarification you may need. I will happily answer your follow-up questions and assist you until I am able to explain the answer to your satisfaction. Please also remember that I cannot control whether the law is favorable to your situation, so please do not penalize me for having to deliver bad news.

Thank you.

JudgeLaw
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