Are assets such stocks, bonds and mutual funds which were held in a TOD account, and a town house that was part of a revocable living trust, subject to Pennsylvania inheritance taxes ? I thought not but I was recently told otherwise.
Answer
Yes. You should have a tax attorney prepare the inheritance tax return so that you can be certain that you don't make any other mistakes. Feel free to contact me to discuss further.
Answer
Yes they are. You may not need a tax attorney. A CPA familiar with inheritance taxes should be able to assist you. You do need a probate attorney if there are any probate assets.
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