Environment
No direct effect
Neutral — no direct effect identified.
Benefits
- No material direct effect identified.
Risks
- No material direct effect identified.
StatePennsylvaniaReferred
HB 2769: An Act amending the act of March 4, 1971 (P.L.6, No.2), known as the Tax Reform Code of 1971, in inheritance tax, further providing for transfers not subject to tax.
Brandon Dukes
HB 2769 status: Referred — Referred to Finance (updated Sep 11, 2026).
Source
OpenStates
Confidence
Low
Analysis basis
OpenStates summary
01
What this bill does
Official summary alongside an AI-generated read on where it stands and why.
Overall Score
Not enough information
Score:Not enough information
Risk:Low Risk
Impact:Moderate Impact 40/100
Constitutionality90%
Bipartisan50%
Public opinion50%
Bill summary
What changes
The bill updates the Tax Reform Code of 1971 to expand or refine which transfers of property or gifts are exempt from the state inheritance tax.
Who is affected
Pennsylvania residents and estates planning for asset transfers, particularly those involving transfers of property or gifts.
Requirements and enforcement
Estates must comply with updated definitions of taxable versus exempt property transfers when filing inheritance tax returns.
Costs and funding
Not stated; the impact on state tax revenue and individual taxpayer liability depends on the specific types of transfers exempted.
When it takes effect
Currently referred to the House Finance Committee as of September 2026.
Potential benefits
Potential for reduced tax liabilities for estates and simplified transfer of assets within families.
Risks and tradeoffs
Ambiguity regarding exactly which transfers qualify for the new exemptions and potential loss of state tax revenue.
What is still unknown
The specific definition of 'transfers' that will gain exemption and the fiscal impact of these changes are not yet available.
02
Impact analysis
✦ AI analysisModeled effects across six domains, estimated from bill text and comparable legislation.
Economy
Positive outlook
60%
Benefits
- Reduces tax burden for specific asset transfers
- Encourages retention of family property
- Simplifies estate planning for exempted transfers
Risks
- Potential reduction in state inheritance tax revenue
- Complex compliance requirements for new exemptions
- Risk of audit for incorrectly categorized transfers
Society
Positive outlook
60%
Benefits
- Reduces financial strain on grieving families
- Supports intergenerational wealth transfer
- Protects family-held assets from taxation
Risks
- Potential disparity between beneficiaries of different asset types
- Dependence on future legislative stability
- Risk of creating loopholes for tax avoidance
Technology Industry
No direct effect
Neutral — no direct effect identified.
Benefits
- No material direct effect identified.
Risks
- No material direct effect identified.
Civic Accountability
Not enough information
Not enough information to score this sector.
Benefits
- No material direct effect identified.
Risks
- No material direct effect identified.
Public Health & Safety
No direct effect
Neutral — no direct effect identified.
Benefits
- No material direct effect identified.
Risks
- No material direct effect identified.
03
How trustworthy & consequential it is
Sourcing already shown above, this is what the analysis found worth flagging.
Source
OpenStates
Official bill text or data from OpenStates.
Confidence
Low
Information is limited or incomplete.
Analysis basis
OpenStates summary
Source used for this bill's analysis.
Source note
Fiscal impact to state revenue remains unquantified in current documentation.
Analysis scope
Source material is limited to a brief bill abstract.
04
Where it stands
Official record- IntroducedComplete
- CommitteeCurrent
- Chamber votesUpcoming
- Final agreementUpcoming
- GovernorUpcoming
- EnactedUpcoming
05
How it affects your district
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06
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