Form Rev 346 Ex PDF Details

The REV-346 form is an essential document for estate management in Pennsylvania, specifically designed for submission to the Register of Wills in the county where the decedent was a resident at the time of death. This comprehensive form is divided into various sections, each dedicated to collecting critical information about the decedent, such as Social Security Number, date of birth and death, and full name, thereby ensuring proper identification and processing of the estate. Moreover, it details the nature of the filing, whether it's for probate return, joint assets, non-probate assets, or litigation purposes, enabling the Department to categorize the estate correctly. The form also facilitates the designation of a personal representative or representatives, authorized by the Register of Wills, to manage the estate. These representatives are empowered to handle all matters relating to the estate, including communication with the Department of Revenue, as the form includes sections for both attorney or correspondent information and personal representative details. Legal mandates require the collection of the decedent's Social Security number, underscoring the importance of accurate record-keeping and confidentiality in estate management. The Commonwealth utilizes this information not only for identification purposes but also in tax information exchanges with federal and local authorities, while strictly adhering to state laws on confidentiality. Thus, the REV-346 form serves as a vital link between the estate's representatives and the broader administrative and legal frameworks that govern estate disposition in Pennsylvania.

QuestionAnswer
Form NameForm Rev 346 Ex
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other namespennsylvania estate information sheet, administering, DECEDENT, taxing

Form Preview Example

 

 

 

 

 

 

 

3460019105

 

 

 

 

 

 

 

 

 

 

 

 

(EX) MOD 08-19 (FI)

 

 

 

 

 

 

 

FOR REGISTER’S OFFICE USE ONLY

 

 

 

 

 

 

 

 

 

 

 

 

REV-346

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

County Code Year

 

File Number

 

 

BUREAU OF INDIVIDUALTAXES

ESTATE INFORMATION

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PO BOX 280601

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SHEET

 

 

 

 

 

 

 

 

 

 

 

 

 

 

HARRISBURG PA 17128-0601

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SECTION I

 

DECEDENT INFORMATION

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Enter data as it will appear on all documents submitted to the Department.

 

 

 

 

 

 

 

 

 

 

 

 

Decedent’s Social Security Number

Date of Death

 

 

 

 

Date of Birth

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Last Name

 

 

 

 

 

 

Suffix

 

 

First Name

 

 

 

MI

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SECTION II

 

TYPE FILING

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Fill in oval to indicate the nature of the return to be filed with the Department.

Probate Return

Joint Assets Only

Non-probate Assets Only

Litigation Purposes (no other assets)

 

 

 

 

SECTION III

LETTERS GRANTED

 

 

 

 

 

 

Fill in oval to indicate the nature of the proceedings at the Register of Wills Office. (Attach additional sheets if explanation is necessary.)

Testamentary Administration No Letters Other (Please Explain.)

SECTION IV

 

ATTORNEY/CORRESPONDENT INFORMATION

 

 

 

 

Enter all information for the attorney or individual to receive tax information and correspondence.

 

 

 

 

Last Name

 

 

 

 

Suffix

 

First Name

 

MI

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Supreme Court I.D. #

 

 

Telephone Number

 

 

 

Attorney/ Correspondent’s e-mail address:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

First Line of Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Second Line of Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City or Post Office

 

 

 

 

 

 

State

 

ZIP Code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SECTION V

PERSONAL REPRESENTATIVE INFORMATION

 

 

 

Enter all information for the personal representative(s) of the estate authorized by the Register of Wills.

 

 

 

Executor/Administrator Last Name

 

Suffix

First Name

 

MI

 

 

 

 

 

 

 

 

 

First Line of Address

Second Line of Address

OFFICIAL USE ONLY

TRANSACTION COUNT

City or Post Office

State

 

ZIP Code

 

 

 

 

 

Telephone Number

Indicate additional personal representatives on reverse side.

 

SIDE 1

3460019105

3460019105

3460019205

REV-346 (EX) MOD 08-19 (FI)

Decedent’s Social Security Number

Decedent’s Name:

SECTION V

PERSONAL REPRESENTATIVE INFORMATION cont.

 

 

Co-Executor/Administrator Last Name (if necessary)

 

Suffix

First Name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

First Line of Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Second Line of Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City or Post Office

 

 

 

 

 

State

ZIP Code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Telephone Number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Second Co-Executor/Administrator Last Name (if necessary)

 

Suffix

First Name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

First Line of Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Second Line of Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City or Post Office

 

 

 

State

ZIP Code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

MI

MI

Telephone Number

 

SIDE 2

3460019205

3460019205

Pennsylvania Department of Revenue

REV-346 IN (EX) MOD 08-19

Instructions for REV-346

ESTATE INFORMATION SHEET

GENERAL INSTRUCTIONS

This form should be filed with the Register of Wills of the county of which the decedent was a resident at death.

Please be aware the correspondent identified will receive all correspondence from the department. It is the responsi- bility of the personal representative to notify the department if the correspondent contact information changes.

The department is authorized by law, 42 U.S.C. §405 (c)(2)(C)(i), to require disclosure of Social Security num- bers in connection with administering state tax laws. The

department uses the Social Security number to identify the decedent and personal representatives of the estate. The Commonwealth may also use the information in exchange- of-tax-information agreements with federal and local taxing authorities. State law prohibits Commonwealth personnel from disclosing confidential tax information except for offi- cial purposes.

www.revenue.pa.gov

REV-346 1

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With regards to the blank fields of this particular PDF, here is what you need to do:

1. First, while filling out the taxing, start with the page that includes the subsequent fields:

DECEDENT completion process detailed (stage 1)

2. Once your current task is complete, take the next step – fill out all of these fields - City or Post Office, State, ZIP Code, SECTION V, PERSONAL REPRESENTATIVE INFORMATION, Enter all information for the, ExecutorAdministrator Last Name, Suffix, First Name, First Line of Address, Second Line of Address, OFFICIAL USE ONLY, TRANSACTION COUNT, City or Post Office, and State with their corresponding information. Make sure to double check that everything has been entered correctly before continuing!

ExecutorAdministrator Last Name, First Line of Address, and City or Post Office in DECEDENT

3. This next section is related to REV EX MOD FI, Decedents Social Security Number, Decedents Name, SECTION V, PERSONAL REPRESENTATIVE, CoExecutorAdministrator Last Name, Suffix, First Name, First Line of Address, Second Line of Address, City or Post Office, State, ZIP Code, Telephone Number, and Second CoExecutorAdministrator - complete all these blank fields.

Step no. 3 of filling out DECEDENT

You can easily get it wrong while completing your PERSONAL REPRESENTATIVE, hence make sure you take a second look before you send it in.

4. Filling in Second CoExecutorAdministrator, Suffix, First Name, First Line of Address, Second Line of Address, City or Post Office, State, ZIP Code, and Telephone Number is key in this fourth section - ensure that you be patient and be attentive with every single empty field!

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