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.

Dec 13, 2016
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.

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These documents provide a summary of the answers provided by the Department of Revenue to the PICPA Committee on State Taxation at its annual question and answer session. 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 their specific fact situation may request a written letter ruling under 61 Pa. Code Section 3.3.