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Home→Tags Charitable beneficiary

Tag Archives: Charitable beneficiary

No Reallocation of Inheritance Tax from Charitable Shares

Direction in will that all estate, inheritance, and other death taxes be paid “out of and charged against my estate” overcame statutory direction that inheritance tax be paid from shares of estate subject to tax, and not from charitable shares. … Continue reading →

Posted in Opinions | Tagged 72 P.S. §9111 (c)(1), 72 P.S. §9144(f), Charitable beneficiary, Inheritance Tax

Attorney General Offices and Notices

Posted on July 5, 2015 by Daniel EvansFebruary 24, 2025

There are several circumstances under which notice must be given to the Attorney General of Pennsylvania: When a will has been probated that includes gifts to charities of more than $25,000, or which will not be be paid in full, … Continue reading →

Posted in Directories, Tips | Tagged Charitable beneficiary, Charitable gifts, Charitable trusts, OC Rule 5.5, OC Rule 5.6, Parens patriae

Reallocation of Inheritance Tax with Charitable Beneficiaries

Direction in will that all estate, inheritance, and other death taxes be paid “out of and charged against my estate” was insufficient to overcome statutory direction that inheritance tax be paid from shares of estate subject to tax, so objection … Continue reading →

Posted in Opinions | Tagged 15 Pa.C.S. 5547, 72 P.S. §9111 (c)(1), 72 P.S. §9144(f), Charitable beneficiary, Inheritance Tax

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