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Retirement tax questions
Just out of curiosity, the inherited IRA and stocks account that isn't part of the estate, does that qualify for the state of Pennsylvania, too? My father willed everything to me (house, small piece of land, 2 cars, checking/savings) and also had both an IRA and stocks account that had me listed as the beneficiary. If the stocks and IRA accounts aren't part of the estate, then I should not owe inheritance tax on that, correct? As of today, I'm being charged 4.5% on what I inherited for the inheritance tax. Including the IRA and stock accounts.
‎November 18, 2025
4:53 AM