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BUREAU OF INDIVIDUAL TAXES
INH~RITANCE TAX DIVISION
PD BOX 280601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- -" NonCE OF INHERITANCE TAX
APPRAIS~MENT, ALLOWANCE OR DISALLOWANCE
DF DEDUCTIONS AND ASSESSMENT DF TAX
'*
REV-1547 EX AFP (06-05)
DATE 12-24-2007
ESTATE OF DECKER NANCY L
DATE OF DEATH 12-29-2006
FILE NUMBER 21 07-0883
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-22-2008
( See reverse side under Objections)
A.ount Remittedl l
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ~
----------------------------------------------------------------------------------,---------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DECKER NANCY L FILE NO. 21 07-0883 ACN 101 DATE 12-24-2007
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TRICIA D NAYLOR "
J C OSZUSTOWICZ LAW OF
104 S HANOVER ST
CARLISLE PA 17013
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3.
4.
5.
6.
7.
8.
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
3,088.79
.00
122,000.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
Transfers (Schedule G)
Total Assets
125,088.79
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
(9)
(10)
5,129.53
121,603.77
(11 )
(12)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
(13)
(14)
1"6.733.3D
1,644.51-
. DO
1,644.51-
12.
13.
14.
Net Value of Tax Return
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !hh returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
NOTE:
19. Principal
TAX CREDITS:
PAYMENT
DATE
Tax Due
(19) =
.00
.00
.00
.00
.00
(15)
.00 X
.00 X
. DO X
. DO X
00 =
045 =
12 =
15 =
(16)
(17)
(18)
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. Pn
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-B6) .
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
REVIEWED BY
Nancy L. Decker
Anita McCully
ACN
2107-0883
101
ITEM
SCHEDULE NO.
F
EXPLANATION OF CHANGES
This real estate was held jointly within one year of the decedent's death, therefore it is
considered a transfer, is 100 percent taxable and has been correctly reported on schedule
G. The $3,000 exclusion has been applied to the value of this item. Section 9107 (c) (3) of
the 1995 Act provides that a transfer made within one (1) year of the death of the transferor
is subject to tax only to the extent that the value of the transfer exceeds $3,000 during any
calendar year.
ROW
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