Inheritance Tax returns are due nine calendar months after a person's death. If no executor or administrator is named, and property or transfers exist, then the person receiving the property is required to file a return and pay the tax. For the sake of convenience, I put my mother's name on my savings account. Recently my mother died and now I am being told that I will have to pay an Inheritance Tax on my own money. 17128-0601 Return to Top Q .
Lineal heirs are grandfather, grandmother, father, mother, and their children.
Return to Top Q . The tax is due at the date of death and becomes delinquent nine months after the date of death. Return to Top Q . All real property and all tangible personal property of a resident decedent, including but not limited to cash, automobiles, furniture, antiques, jewelry, etc., located in Pennsylvania at the time of the decedent's death is taxable. All intangible property of a resident decedent, including stocks, bonds, bank accounts, loans receivable, etc., is also taxable regardless of where it is located at the time of the decedent's death.