Pennsylvania Inheritance Tax Rates: –0% to surviving spouse –4.5% to lineal heirs –12% to siblings –15% everyone else –No tax on charities This above summary is provided for informational purposes only and does not constitute legal advice. Before taking any action related to the issues addressed above, you should consult with an attorney of [...]

TAX ALERT Gift tax exclusion amounts – present interests 2017  $14,000 per person 2018  $15,000 per person Deceased spousal unused exclusion (DSUE)  Used first against surviving spouse’s lifetime gifts This Alert is provided for informational purposes only and does not constitute legal advice. Before taking any action related to the issues addressed above, you should [...]