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Welcome to the Pennsylvania Department of Revenue’s Financial Institutions Web Site.  This site allows financial institutions to access the list of decedents by county. The Department of Revenue issues this list from data it receives from the Bureau of Vital Statistics. 

By accessing the list electronically, the financial institutions are able to download the list of decedents and search their data bases to find specific decedents' financial accounts that the institution is required to report to the Department of Revenue under § 2147 of the Pennsylvania Inheritance and Estate Tax Act, “ Duties of depositories”.

Now Available
You may now receive e-mail notices when new decedent listings are available.  To begin receiving these e-mails, visit the Administrator Financial Institution Access screen, found under the “Administrator Functions,” “Administer Access” option. Place a check mark in the box for “Receive Decedent Listing E-mail” next to the appropriate individual’s name.

 

The 9/7/2016 Decedent List is now available.

The Department of Revenue is requesting that all financial institutions review their accounts to verify the accuracy of email addresses. Please review your account information and make any necessary updates. To complete the update, please follow the step-by-step instructions:

  • Visit www.doreservices.state.pa.us/financialinstitutions/ and log in.
  • Select the option “Administer Access” from the left navigation bar.
  • Select “Business Name” and type in the financial institution name and select “List.”
  • Select “Financial Institution” and select “List.”
  • Review the list of individuals receiving the decedent listing; if they are no longer employed by your institution or their position no longer requires them to receive the listing please uncheck the blocks to the right of their name.
  • After unchecking all those who no longer are authorized to access the listing, select “Submit.”
  • Review the listing and those with no checkmarks in the boxes to the right of their name have been removed from receiving the decedent listing.
Please have all financial institution personnel authorized to receive the decedent listing review their email addresses to ensure accuracy. Make corrections using the following instructions.
  • Select the option “Change User Profile” under “E-Signature Functions,” correct email addresses and select “Continue.” The correction will be made and the decedent listing will be sent to the updated email addresses.
If you have any questions or concerns on how to complete your transaction through the Financial Institutions e-Service Center, please call 717-787-8327.

If the institution for which you are authorized to access this web site becomes inactive for any reason, including merger or reorganization, you must immediately notify the Department of Revenue by calling 717-787-8327.