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                                 (EX) 10-23 2024 ESTATES AND TRUSTS 
                                              WORKSHEET FOR                                                                 OFFICIAL USE ONLY
                   REV-414 (F)                ESTIMATED TAX 
                   PO BOX 281210 
                   HARRISBURG PA 17128-1210   Keep for Your Records
SECTION I           2024 PA ESTIMATED TAX WORKSHEET
1. 2024 Estimated Income. See the instructions.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1. 
2. 2024 Estimated Distributions Deductions. See the instructions.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2. 
3. 2024 Estimated Taxable Income. Subtract Line 2 from Line 1.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3. 
4. 2024 Estimated Tax. Multiply Line 3 by 3.07% (0.0307). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4. 
5. Estimated Nonresident Tax Withheld.  
    See the instructions. (For a NONRESIDENT estate or trust ONLY.) . . . . . . . . . . . . .5. 
6. Estimated Resident Credit for Income Tax Paid to Other States.  . . . . . . . . . . . . . . .6. 
7. Estimated 2024 PA Schedule OC Credits.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7. 
8. Estimated Other PA Tax Withheld. See the instructions. . . . . . . . . . . . . . . . . . . . . . .8. 
9.  Total Estimated Credits. Add Lines 5 through 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9. 
10. TOTAL 2024 ESTATE OR TRUST ESTIMATED TAX. Subtract Line 9 from Line 4.  . . . . . . . . . . . . . . . . .10. 
11. Enter 90% of Line 10.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11. 
12. Safe Harbor Method Income. See the instructions. . . . . . . . . . . . . . . . . . . . . . . . . .12. 
13. Safe Harbor Method Estimated Tax Liability. See the instructions.  . . . . . . . . . . . . .13. 
14. TOTAL 2024 REQUIRED ANNUAL ESTIMATED TAX. 
    Enter the smaller of Line 11 or 13.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14. 
    NOTE: If Line 14 is less than $292, the estate or trust generally does not have to make estimated tax payments. 
CAUTION: If Line 14 is less than $292, the estate or trust may still be subject to estimated underpayment penalties if the estate or trust’s 
actual tax liability for 2024 after payments and credits is more than $292. If the estate or trust has unexpected income or income grows 
to an amount in excess of $9,500 with no payments or credits being scheduled for the tax year, the estate or trust should immediately file 
an amended declaration and make estimated tax payments accordingly. 
NOTE. The department will apply the credit from the 2023 PA-41 form as of the due date of the 2023 PA-41 form. If the 2023 credit is greater 
than the first 2024 installment payment, it is not necessary to file the first estimated form. The department does not require a 2024 estimated 
form until you must make a PA PIT estimated installment payment on behalf of the estate or trust.
SECTION II          2024 AMENDED PA ESTIMATED TAX SCHEDULE (USE IF ESTIMATED TAX CHANGES DURING THE YEAR)
1. Amended estimated tax.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1. 
2. Amount of 2023 overpayment applied to 2024 estimated tax and payments to date. . . . . . . . . . . . . . . . . . .2. 
3. Estimated tax payments to date.  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3. 
4. Total (add Lines 2 and 3).  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4. 
5. Unpaid balance (subtract Line 4 from Line 1). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5. 

SECTION III         2024 RECORD OF ESTIMATED TAX PAYMENTS 
Payment number     (A) Date                 (B) Amount              (C) 2023 overpayment                                    (D) Total amount paid and 
                                                                    credit applied                                          credited [add (B) and (C)]
      1
      2
      3
      4
                                 Total



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                                                    GET ASSISTANCE:
  Refer to the REV-413 (F) instructions for completing this form 
  Visit the department’s website at revenue.pa.gov  
  Contact the Customer Experience Center at 717-787-8201 between 8:00 AM - 5:00 PM 
  Visit one of the department’s district offices as shown below between 8:30 AM - 5:00 PM 
    Please call ahead to verify a district office’s address and its services. 
ALLENTOWN                             PHILADELPHIA – CENTER CITY              READING 
STE 6                                 STE 204A                                STE 239 
555 UNION BLVD                        110 N 8TH ST                            625 CHERRY ST 
ALLENTOWN PA  18109-3389              PHILADELPHIA PA  19107-2412             READING PA  19602-1186 
610-861-2000                          215-560-2056                            610-378-4401 
ERIE                                  PHILADELPHIA – NORTHEAST                SCRANTON 
448 W 11TH ST                         ACDMY PLZ SHPG CTR                      ROOM 207 BANK TOWERS 
ERIE PA  16501-1501                   3240 RED LION RD                        207 WYOMING AVE 
814-871-4491                          PHILADELPHIA PA  19114-1109             SCRANTON PA  18503-1427 
HARRISBURG                            215-821-1860                            570-963-4585 
LOBBY                                 PITTSBURGH – DOWNTOWN 
STRAWBERRY SQ                         411 7TH AVE - ROOM 420 
HARRISBURG PA  17128-0101             PITTSBURGH PA  15219-1905 
717-783-1405                          412-565-7540 
NORRISTOWN                            PITTSBURGH – GREENTREE 
SECOND FL                             11 PARKWAY CTR STE 175 
STONY CREEK OFFICE CENTER             875 GREENTREE RD 
151 W MARSHALL ST                     PITTSBURGH PA  15220-3623 
NORRISTOWN PA  19401-4739             412-929-0614 
610-270-1780






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