Course ID: PAIT

The Complete Guide to the Preparation of the Pennsylvania Inheritance Tax Return

Tax compliance issues at death are sometimes confusing to practitioners because many lack experience in this area. This course provides you with a practical understanding of the issues involved in preparing the Pennsylvania Inheritance Tax Return (PA Form 1500).

Learning Objectives

To learn how to properly prepare the Pennsylvania Inheritance Tax Return.

Major Topics

  • How to prepare a Pennsylvania Inheritance Tax Return
  • Various postmortem estate planning issues involved in the preparation of the Pennsylvania Inheritance Tax Return
  • Coordination with the Federal Estate Tax Return (Form 706)
  • Coordination with estate administration issues
  • Probate issues
  • Non-probate issues
  • Valuation issues
  • Joint tenancy issues

Who Should Attend

CPAs, EAs, and attorneys

Fields of Study





Werner-Rocca Seminars LTD

CPE Credits




This course is available for your group as:


Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.

Or, contact BLI: 888-481-3500 or
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