• Live In-Person
  • Simulcast
  • Webcast

How to Prepare the PA Inheritance Tax Return 2019

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TypeTitleStartEndCLEPrice
Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTWed., Aug. 14, 2019
9:00 AM
ENDWed., Aug. 14, 2019
4:00 PM
CLE 6 sub/0 eth PRICE Regular: $279.00
New Attorney: $140.00
Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTThu., Aug. 08, 2019
9:00 AM
ENDThu., Aug. 08, 2019
4:00 PM
CLE 6 sub/0 eth PRICE Regular: $279.00
New Attorney: $140.00
Pittsburgh
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTMon., Aug. 26, 2019
9:00 AM
ENDMon., Aug. 26, 2019
4:00 PM
CLE 6 sub/0 eth PRICE Regular: $279.00
New Attorney: $140.00
Allentown
Bar Association of Lehigh County
1114 Walnut Street, Allentown PA, 18102
STARTWed., Aug. 14, 2019
9:00 AM
ENDWed., Aug. 14, 2019
4:00 PM
CLE 6 sub/0 eth PRICE Regular: $279.00
New Attorney: $140.00
Bellefonte
Centre County Bar Association
Eugene Lederer Bar Center, 192 Match Factory Place, Bellefonte PA, 16823
STARTWed., Aug. 14, 2019
9:00 AM
ENDWed., Aug. 14, 2019
4:00 PM
CLE 6 sub/0 eth PRICE Regular: $279.00
New Attorney: $140.00
Butler
Butler County Bar Association
240 S. Main Street, Butler PA, 16001
STARTWed., Aug. 14, 2019
9:00 AM
ENDWed., Aug. 14, 2019
4:00 PM
CLE 6 sub/0 eth PRICE Regular: $279.00
New Attorney: $140.00
Greensburg
Westmoreland County Bar Association
129 N. Pennsylvania Avenue, Greensburg PA, 15601
STARTWed., Aug. 14, 2019
9:00 AM
ENDWed., Aug. 14, 2019
4:00 PM
CLE 6 sub/0 eth PRICE Regular: $279.00
New Attorney: $140.00
Lancaster
Lancaster County Bar Association
28 East Orange Street, Lancaster PA, 17602
STARTWed., Aug. 14, 2019
9:00 AM
ENDWed., Aug. 14, 2019
4:00 PM
CLE 6 sub/0 eth PRICE Regular: $279.00
New Attorney: $140.00
Lebanon
Lebanon County Bar Association
547 South Tenth St., Lower Level, Lebanon PA, 17042
STARTWed., Aug. 14, 2019
9:00 AM
ENDWed., Aug. 14, 2019
4:00 PM
CLE 6 sub/0 eth PRICE Regular: $279.00
New Attorney: $140.00
Norristown
Montgomery Bar Association
100 West Airy Street, P.O. Box 268, Norristown PA, 19401
STARTWed., Aug. 14, 2019
9:00 AM
ENDWed., Aug. 14, 2019
4:00 PM
CLE 6 sub/0 eth PRICE Regular: $279.00
New Attorney: $140.00
Plymouth Meeting
LaSalle University Montgomery County Center
220 West Germantown Pike, Ste. 100, Back of the Victory Bldg., Plymouth Meeting PA, 19462
STARTWed., Aug. 14, 2019
9:00 AM
ENDWed., Aug. 14, 2019
4:00 PM
CLE 6 sub/0 eth PRICE Regular: $279.00
New Attorney: $140.00
Washington
Washington County Bar Association
119 South College Street, Washington PA, 15301
STARTWed., Aug. 14, 2019
9:00 AM
ENDWed., Aug. 14, 2019
4:00 PM
CLE 6 sub/0 eth PRICE Regular: $279.00
New Attorney: $140.00
York
York County Bar Center
137 E. Market Street, York PA, 17401
STARTWed., Aug. 14, 2019
9:00 AM
ENDWed., Aug. 14, 2019
4:00 PM
CLE 6 sub/0 eth PRICE Regular: $279.00
New Attorney: $140.00
Webcast
Online
STARTWed., Aug. 14, 2019
9:00 AM
ENDWed., Aug. 14, 2019
4:00 PM
CLE 6 sub/0 eth PRICE Regular: $279.00
New Attorney: $140.00

About

After starting off with a refresher on Pennsylvania inheritance tax law, you'll walk through a series of examples of inheritance tax returns, from the simple estate to the more complex one. The experienced faculty will guide you through these sample estates highlighting the commonly mishandled items and other issues that can be particularly troublesome.

This program is a great opportunity to:

  • Be sure you've picked up every deduction and credit available to you
  • Get practical tips about the documentation you should be attaching to your returns and the reasons it matters
  • Be updated on all that's new
  • Brush up on what is and what is not subject to tax
  • Get tips for handling trusts, annuities, mutual funds & other nonprobate assets
  • Clarify how and when the family-owned business exemption is used
  • Learn ways to avoid getting tripped up on remainder returns and future interest compromises
  • Understand how Schedule O raises potential personal liability implications for executors
  • And more!

Program schedule

9:00 - 10:00 am

Resident PA Inheritance Tax Returns

  • What's includible in the estate
  • What's not an asset 
  • Filing requirements
  • Paying the tax 
  • Schedule O transfers to surviving spouse 
  • Schedule O executor's promise to defer tax 
  • Appraisements 
  • Protests 
  • Farming exemption 
  • Valuation of oil and gas wells 
  • 6-month extension period for deferring the reporting of the sale of a house 
  • Family-owned business exemption

10:00 - 10:30 am

What's Deductible? What's Not Deductible?

 

10:30 - 10:45 am

Remainder Returns

Wrongful Death/Survival Actions

Future Interests & Compromises

 

10:45 - 11:00 am

Break

 

11:00 - 11:20 am

Sample Return #1 - No Taxable Asset Estate

Sample Return #2 - Simple Testate Return

 

11:20 am - 12:30 pm

Sample Return #3 - Intestate Estate

Sample Return #4 - Original Return for a Testate Estate with a Suspended Asset & Supplemental Return for a Testate Estate for the Supplemental Asset

Sample Return #5 - Complex Testate Estate

 

12:30 - 1:00 pm

Lunch

 

1:00 - 2:15 pm

Sample Return #6 - Original Return for a Testate Estate with Partial Election

Sample Return #7 - Litigation Return for Wrongful Death/Survival Action

 

2:15 - 2:30 pm

Break

 

2:30 - 4:00 pm

Sample Return #8 - Testate Estate with Marital & Residuary Trust

Sample Return #9 - Testate Estate of Surviving Spouse

 

Practice Areas

Faculty

NameFirm/Company
L. Christian DeDiana Esq., CELA DeDiana Elder Law
Robert M. Maxwell Esq. Glenmede Trust Company (Phila)
Jennifer L. Rawson Esq. Eckert Seamans (Pitts)
Laura E. Stegossi Esq. Wells Fargo Private Bank
Vicky Ann Trimmer CPA, Esq. Daley Zucker Meilton & Miner LLC
Raymond C. Vogliano Esq. Eckert Seamans (Pitts)
W. Steven Woodward Esq. Gadsden Schneider & Woodward, LLP
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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