HomeMy WebLinkAbout06-22-12,. NOTICE OF INHERITANCE TAX Pennsylvania `{~~.- . ~~
BUREAU OF INDIVI ^,~~ ~(~~" t;. r~~PRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIV1~~~ 1 ~~ `".,i~~y ~ e OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-11)
PO BOX 280601 [~~ ~"~'" "' ~L`J
HARRISBURG PA 17128-06gP.~
~~4~Ju~22 ~~~`•~~ ESTATE OF FALCO-2012 ROBERT C
DATE OF DEATH 11-12-2009
~,~;•"'~ `" ~ ~ FILE NUMBER 21 10 - 0177
~''~(~ COUNTY CUMBERLAND
JOSEPH D ~"''" PA ACN 101
1237 HOL PIKE APPEAL DATE: 08-17-2012
CA R L I S L E P A 17 013 ( See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~..., RETAIN LOWER PORTION FOR YOUR RECORDS •~
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FALCO ROBERT (FILE N0.:21 10-0177 ACN: 101 DATE: 06-18-2012
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 164, 115.10
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets c8) 164,115.10
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 54.84 5.53
L0. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 76,562.09
11. Total Deductions C11) 131,407.62
12. Net Value of Tax Return (12) 32,707.38
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 32,707.38
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 4.617.48 X 045 = 208.24
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 28,079.90 X 15 = 4,211.99
19. Principal Tax Due (19)° 4,420.23
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-25-2010 (0013252 .00 3,000.00
INTEREST IS CHARGED THROUGH 07-03-2012 TOTAL TAX PAYMENT 3,000.00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,420.23
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 90.37
TOTAL DUE 1,510.60
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (01-10)
~ pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
Po BoX 2aosol
~ -
DECEDENT'S NAME FIDE NUMBER
Robert C. Falco 2110-0177
REVIEWED BY ACN 101
Destiny S.R. Brown
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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