Probate Tax Return
Virginia · Supreme Court of Virginia
This form is a Probate Tax Return used to report the value of an estate when a will is being processed or when someone is asked to manage the estate. It asks for details about the deceased person and the total value of the estate.
Where this fits in a case
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This form must be filed with the Clerk of Circuit Court when a will is presented for probate or when someone is asked to manage the estate, if the estate is worth more than fifteen thousand dollars.
Either party may file.
Official instructions
How-to guides published by the court for this form.
Common questions
- Who must file this form?
- The person offering the will for probate or seeking the grant of administration must file this return.
- What is the tax based on?
- The tax is based on the probate estate, and the form notes that it is not an inheritance tax or an estate tax.
- What property should not be included in the value?
- Property owned with another person with the right of survivorship, life insurance payable to the estate, or real estate transferred by a transfer on death deed should not be included.
Revision history
No changes recorded since we started tracking this form on October 10, 2026.
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