Who Can Receive an Inheritance Tax Refund in Pennsylvania?
When money passes through a will or the PA intestacy statute, it goes through a process called “probate.” This court process gives the estate’s executor the power to administer the estate, assembles the entire estate, and passes the shares on to the heirs. Any property that passes through the probate process is subject to an inheritance tax. Who pays this tax, and who can claim a tax refund for these payments? The Pennsylvania inheritance tax lawyers at Herr Potts & Potts may be able to help with your case.