Huntingdon Valley, PA asked in Estate Planning and Tax Law for Pennsylvania

Q: My mother died in PA with no assets in PA. Her estate is in a trust in Virginia. Does PA inheritance tax apply?

(i) Her permanent address was in PA for the last three years. (ii) Assets were bank account, stocks, and bonds. No real estate. (iii) Revocable trust domiciled in Virginia.

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1 Lawyer Answer
Michael Cherewka
Michael Cherewka
  • Estate Planning Lawyer
  • Wormleysburg, PA
  • Licensed in Pennsylvania

A: This question has too many unknowns at this point to answer in this short space. The three biggest questions are: (i) in what state was mom domiciled (her intended permanent residence) at the time of her death (just because she died in PA does not necessarily mean she was a resident here); and (ii) what was the nature of the assets (real estate, bank accounts, stocks, etc); and (iii) what type of Trust was formed and is the Trust domiciled in Virginia. Once those 3 questions are answered you will have a better idea of whether PA Inheritance Tax applies and if so, what assets does it apply to.

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