Is Pennsylvania inheritance tax applicable to a joint account if probate opens in Florida?
Asked in Bethlehem, PA on April 14, 2026 Last answered on June 3, 2026If a probate case is opened in Florida for the estate of a deceased person, does the Pennsylvania inheritance tax apply to a joint bank account held exclusively between the deceased mother and her son? Probate has not yet started.
2 answers
Free Consultation Yes on 50% if the account is located in PA.
Free Consultation Yes. Under Pennsylvania inheritance tax law, the inheritance tax applies to a jointly held bank account in Pennsylvania regardless of whether an estate is probated or where the estate will be probated. The amount of the inheritance tax is dependent on when the account was created or made joint.
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