Form REV-1737-5 Schedule F "Jointly-Owned Assets" - Pennsylvania

What Is Form REV-1737-5 Schedule F?

This is a legal form that was released by the Pennsylvania Department of Revenue - a government authority operating within Pennsylvania. As of today, no separate filing guidelines for the form are provided by the issuing department.

Form Details:

  • Released on September 1, 2018;
  • The latest edition provided by the Pennsylvania Department of Revenue;
  • Easy to use and ready to print;
  • Quick to customize;
  • Compatible with most PDF-viewing applications;

Download a fillable version of Form REV-1737-5 Schedule F by clicking the link below or browse more documents and templates provided by the Pennsylvania Department of Revenue.

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Download Form REV-1737-5 Schedule F "Jointly-Owned Assets" - Pennsylvania

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SCHEDULE F, PART I
INHERITANCE TAX RETURN
JOINTLY-OWNED ASSETS
NONRESIDENT DECEDENT
REV-1737-5
(EX) 09-18
ESTATE OF
START
PART I Include jointly-owned real estate and tangible personal property located in Pennsylvania. For proper completion of this schedule,
refer to the instructions for REV-1737-5, Schedule F. See Part II on Page 2 if using the proportionate method tax computation.
RELATIONSHIP
JOINT TENANT(S) NAME
ADDRESS
TO DECEDENT
A.
B.
C.
PART I – JOINTLY OWNED PROPERTY LOCATED IN PENNSYLVANIA
DD/MM/YYYY
LETTER
DATE OF DEATH
FOR
DATE
% OF
VALUE OF
ITEM
JOINT
MADE
DESCRIPTION OF ASSETS
DATE OF DEATH
DECEDENT’S
DECEDENT’S
NUMBER
TENANT
JOINT
Attach deed for jointly held real estate.
VALUE OF ASSET
INTEREST
INTEREST
PART I TOTAL
$
PART II TOTAL
$
(From Page 2)
$
TOTAL (Enter on Page 2, Line 6 of REV-1737-A)
(If more space is needed, use additional sheets of paper of the same size)
PAGE 1
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SCHEDULE F, PART I
INHERITANCE TAX RETURN
JOINTLY-OWNED ASSETS
NONRESIDENT DECEDENT
REV-1737-5
(EX) 09-18
ESTATE OF
START
PART I Include jointly-owned real estate and tangible personal property located in Pennsylvania. For proper completion of this schedule,
refer to the instructions for REV-1737-5, Schedule F. See Part II on Page 2 if using the proportionate method tax computation.
RELATIONSHIP
JOINT TENANT(S) NAME
ADDRESS
TO DECEDENT
A.
B.
C.
PART I – JOINTLY OWNED PROPERTY LOCATED IN PENNSYLVANIA
DD/MM/YYYY
LETTER
DATE OF DEATH
FOR
DATE
% OF
VALUE OF
ITEM
JOINT
MADE
DESCRIPTION OF ASSETS
DATE OF DEATH
DECEDENT’S
DECEDENT’S
NUMBER
TENANT
JOINT
Attach deed for jointly held real estate.
VALUE OF ASSET
INTEREST
INTEREST
PART I TOTAL
$
PART II TOTAL
$
(From Page 2)
$
TOTAL (Enter on Page 2, Line 6 of REV-1737-A)
(If more space is needed, use additional sheets of paper of the same size)
PAGE 1
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SCHEDULE F, PART II
INHERITANCE TAX RETURN
JOINTLY-OWNED ASSETS
NONRESIDENT DECEDENT
REV-1737-5
(EX) 09-18
ESTATE OF
START
PART II Complete Part II for proportionate method tax computation. Include jointly-owned real estate and intangible property wherever
located. For proper completion of this schedule, refer to the instructions for REV-1737-5, Schedule F.
DD/MM/YYYY
LETTER
DESCRIPTION OF ASSETS
DATE OF DEATH
FOR
DATE
Include name of financial institution and bank account
% OF
VALUE OF
ITEM
JOINT
MADE
number or similar identifying number. Attach deed for
DATE OF DEATH
DECEDENT’S
DECEDENT’S
NUMBER
TENANT
JOINT
jointly held real estate.
VALUE OF ASSET
INTEREST
INTEREST
PART II TOTAL
$
(Enter on Page 1 of REV-1737-5)
(If more space is needed, use additional sheets of paper of the same size)
PAGE 2
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Pennsylvania Department of Revenue
Instructions for REV-1737-5 Schedule F
Jointly-Owned Assets
REV-1737-5 IN (EX) 09-18
The description must include the exact registration of the
GENERAL INFORMATION
asset.
PURPOSE
DATE MADE JOINT
Use REV-1737-5, Schedule F to report all assets in which
Report the date each asset was made joint for each joint
the decedent held an interest as joint tenants with rights of
tenant.
survivorship.
DESCRIPTION
Joint tenancies, including those between husband
Include a description of each asset reported.
and wife, created within one year of the decedent’s
death (or two years for estates of decedent’s dying on or
If reporting real estate, report the physical street address of
before December 12, 1982), are reportable on REV-1737-6,
the property and the parcel ID number.
Schedule G.
Do not list property in which the decedent held an
Do not report a retained life estate on this schedule.
interest as a tenant-in-common, nominee or in a part-
See instructions for REV-1737-6, Schedule G.
nership. See instructions for REV-1737-2, Schedule A or
REV-1504, Schedule C.
SCHEDULE INSTRUCTIONS
DATE OF DEATH VALUE OF ASSET
ESTATE OF
Report the exact balance or market value of the asset at
date of death. Disclose the full value of all assets in this
Enter the complete name of the estate as shown on the
column.
REV-1737-A, Pennsylvania Inheritance Tax Return
Nonresident Decedent.
PERCENT OF DECEDENT’S INTEREST
JOINT TENANT(S) NAME
Report the percent of interest owned by the decedent at the
date of death.
List the surviving joint tenant(s) name.
ADDRESS
Only the fractional ownership interest of the decedent at
the date of death is subject to tax, unless the joint owner-
List the address of the surviving joint tenant(s).
ship was created within one year of the decedent’s death
RELATIONSHIP TO DECEDENT
(within two years of the decedent’s death if death occurred
List the surviving joint tenant(s) relationship to the decedent.
on or before December 12, 1982).
PART I - JOINTLY-OWNED ASSETS LOCATED IN
DATE OF DEATH VALUE OF DECEDENT’S INTEREST
PENNSYLVANIA
Report the value of the taxable interest. Determine the
List and describe all real or tangible personal property
decedent’s taxable interest by dividing the full value of the
located in Pennsylvania in which the decedent held an
property by the number of joint tenants.
interest at the time of death as a joint tenant with right of
PART I TOTAL
survivorship with someone other than the decedent’s sur-
Total all items in the Date of Death Value of Decedent’s
viving spouse.
Interest column in Part I and enter value here.
PART II - JOINTLY-OWNED ASSETS
PART II TOTAL
List and describe other jointly held property wherever
Total all items in the Date of Death Value of Decedent’s
situated.
Interest column in Part II and enter value here.
IMPORTANT: Complete Part II ONLY when the pro-
TOTAL
portionate method of tax computation is elected.
Enter the total amount of Part I Total and Part II Total. Carry
ITEM NUMBER
this value to Page 2, Line 6 of the REV-1737-A.
Enter the next sequential number for each asset reported.
LETTER FOR JOINT TENANT
Enter the letter associated with the joint tenant’s name
reported on Page 1 of REV-1737-5 for each asset.
www.revenue.pa.gov
REV-1737-5
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