Philadelphia, PA asked in Estate Planning for Pennsylvania

Q: I am redoing my will. I am divorced, but I would like to make my former wife the primary beneficiary of my estate.

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

A: From the point of view of your Will, you can leave your Estate to anyone you choose, and in this case you would just no longer reference your primary beneficiary as "my wife".

From a Pennsylvania Inheritance Tax point of view, this is a major change since the tax rate for bequests to your "Wife" would have been -0-, but the tax rate on bequests to your "Former Wife" is 15%.

As you do your planning the Pennsylvania Inheritance Tax Rate on bequests to your children would be 4.5%.

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