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G, I and J, if applicable. The REV-1737-1, Affidavit of
PAGE 2
Domicile must also be completed.
For the flat rate method, the only deductions allowed by DECEDENT’S NAME AND
statute are any mortgages, liens or taxes that encumbered SOCIAL SECURITY NUMBER
the Pennsylvania property which were due and owing as of
the decedent’s date of death. Enter the name and nine-digit Social Security number of the
decedent.
If using the flat rate method, intangible personal property
located in Pennsylvania, such as bank accounts, stocks, SECTION VI
bonds, etc., should not be reported on the return.
DECEDENT ADDRESS
PROPORTIONATE RATE METHOD Enter the complete address of the decedent.
Report all assets of the decedent’s gross estate, wherever
SECTION VII
situated, whether individually or jointly owned.
NOTE: When the proportionate method is elected, RECAPITULATION
complete Schedules A, AU, B, C, C-SB, D, E, F, G, H,
I and J, if applicable. You must complete Part X and XI on LINE 1
Page 3 of the REV-1737-A. The REV-1737-1, Affidavit of REAL ESTATE (SCHEDULE A)
Domicile must also be completed. If you are required to complete REV-1737-2, Schedule A,
enter the amount from the Total line of 1737-2, Schedule A
SECTION IV on Line 1.
CORRESPONDENT INFORMATION LINE 2
All requests for information and documentation from the
STOCKS AND BONDS (SCHEDULE B)
department, including the tax assessment will be forwarded
If you are required to complete REV-1737-3, Schedule B,
to this individual.
enter the amount from the Total line of REV-1737-3 on
NAME Line 2.
Enter the correspondent’s first name and last name.
PHONE NUMBER LINE 3
Enter the correspondent’s daytime telephone number. CLOSELY HELD CORPORATION, PARTNERSHIP OR
SOLE-PROPRIETORSHIP (SCHEDULE C)
ADDRESS If you are required to complete REV-1504, Schedule C,
Enter the correspondent’s complete address. enter the amount from the Total line of REV-1504 on Line 3.
EMAIL ADDRESS
Enter the email address of the correspondent. LINE 4
MORTGAGES AND NOTES RECEIVABLE
SECTION V (SCHEDULE D)
If you are required to complete REV-1737-3, Schedule D,
SIGNATURES enter the amount from the Total line of REV-1737-3,
When the return is complete and contains all necessary Schedule D on Line 4.
schedules, the person(s) responsible for filing must sign
and date the return. LINE 5
If there is no personal representative, every person in CASH, BANK DEPOSITS AND MISCELLANEOUS
actual or constructive possession of any property of the PERSONAL PROPERTY (SCHEDULE E)
decedent is considered, by law, a fiduciary for the purposes If you are required to complete REV-1737-4, Schedule E,
of the tax and must file a return. enter the amount from the Total line of REV-1737-4,
Schedule E on Line 5.
CAUTION: Those signing the return are legally
responsible and may incur liability for erroneous, false LINE 6
or fraudulent returns.
JOINTLY OWNED ASSETS (SCHEDULE F)
If the estate representative(s) secured help in preparing the If you are required to complete REV-1737-5, Schedule F,
return, the preparer must complete their signature, address enter the amount from the Total line of REV-1737-5,
and date the return. Schedule F on Line 6.
6 REV-1737-A www.revenue.pa.gov
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