Can I get a refund or reimbursement for excess property taxes I paid on inherited, co-owned real estate in Pennsylvania? | Pennsylvania Probate | FastCounsel
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Can I get a refund or reimbursement for excess property taxes I paid on inherited, co-owned real estate in Pennsylvania?

How do I recover excess property tax payments I made on co-owned inherited real estate in North Carolina? - Pennsylvania

The Short Answer

In Pennsylvania, recovering “extra” property tax payments usually depends on why you paid too much. If the taxing authority was overpaid (for example, a duplicate payment or payment made in error), Pennsylvania law generally allows you to request a refund or credit within specific time limits. If you paid more than your fair share as a co-owner of inherited property, the issue is often a reimbursement/contribution dispute among co-owners or the estate, not a tax-refund issue.

Why You Should Speak with an Attorney

Even when it feels straightforward (“I paid too much—pay me back”), inherited, co-owned real estate can create overlapping issues between probate/estate administration and local tax law. Legal outcomes often depend on:

  • Strict Deadlines: Refund/credit requests to a local taxing authority are time-limited under 53 Pa.C.S. § 8425. Missing the window can eliminate leverage, even if the overpayment is real.
  • Burden of Proof: You may need to prove the payment was an actual overpayment (duplicate/wrong amount/wrong parcel) versus a voluntary payment of a bill that was correctly due for the property.
  • Exceptions and “who owes what”: If the taxes were correctly due but you paid more than your share, the remedy may be against the other co-owners (or handled through estate accounting), not a refund from the county/municipality. If the issue traces back to an assessment mistake, different rules can apply (for example, refunds tied to clerical/mathematical assessment errors under 53 Pa.C.S. § 8816).

These cases also commonly intersect with disputes about title, possession, and whether a sale or partition is needed to resolve ongoing expenses. If you’re dealing with an uncooperative co-owner, you may also want to read: Can heirs force the sale of inherited real estate in Pennsylvania if a co-owner refuses to cooperate?. And if the tax situation is escalating, see: How Can I Stop a Property Tax Foreclosure on an Inherited Home in Pennsylvania?.

Trying to handle this alone can lead to missed deadlines, the wrong filing with the wrong office, or a situation where you accidentally waive arguments that could have supported reimbursement.

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Disclaimer: This article provides general information under Pennsylvania law and does not create an attorney-client relationship. Laws change frequently. For legal advice specific to your situation, please consult with a licensed attorney.

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney.