We provide here a written summary of answers provided by the Department of Revenue to the committee at periodic question and answer sessions. These documents are classified as Revenue information issued for informational purposes only for the convenience of PICPA members. Pursuant to 61 Pa. Code Section 3.4, these documents should not be relied upon for any purpose or used in tax appeals. Taxpayers requiring a binding opinion on a specific fact situation may request a written letter ruling under 61 Pa. Code Section 3.3.
Q&A with the Pennsylvania Department of Revenue
Why is filed inheritance tax return response from the Department taking so long (4 - 6 months) now? In the past written response was received in about 30 days.
Statutorily, the department has 6 months from the date an Inheritance Tax return is filed with the Register of Wills to complete the review of the tax return and issue an assessment. The current turn-around time for review is 4 ½ months from the date the return is filed. The Department makes every effort to review returns in a timely manner and we continue to identify ways to improve processing times.