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APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX QD i
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-29-2014
ESTATE OF DESOPO LOIS A
DATE OF DEATH 08-23-2013
FILE NUMBER 21 13-1025
COUNTY CUMBERLAND
PEDERSEN BARBARA L ACN 101
EMMET MARVIN MARTIN APPEAL DATE: 11-28-2014
120 BROADWAY FL 32 (See reverse side under Objections)
NEW YORK NY 10271-3291 Amount Remittedl
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DESOPO LOIS AFILE NO. :21 13-1025 ACN: 101 DATE: 09-29-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 447,570.86 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
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) 596,726.90
6. Jointly Owned Property (Schedule F) (6) 51,555.53
7. Transfers (Schedule G) (7) 108,812.06
8. Total Assets (8) 1,204,665.35
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) t9)w 91,209.94
10. Debts/Mortgage Liabilities/Lions (Schedule 1) (10) 483.00
11. Total Deductions (11) 91 ,692.94
12. Net Value of Tax Return (12) 1,112,972.41
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14, Net Value of Estate Subject to Tax (14) 1,112,972.41
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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 rate C16) 1 ,112,972-41 x "5 = &d,083.76
17. Amount of Line 14 at sibling rate C17) AL X T2 _4= M.2m
18. Amount of Line 14 taxable at collateral rate (18) .00 X (t5
19. Principal Tax Due '122=C> -5t,0&S_t6
1 4
TAX CREDITS: I-M M "f i
RECEIPT DISCOUNT CD
PAYMENT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
11-20-2013 CDO18426 2,504.19 50,800.0:0 rj l
_J
C:) C1
TOTAL TAX PAYMENT 53,304.19
BALANCE OF TAX DUE 3,220.43CR
INTEREST AND PEN. .00
TOTAL DUE 3,220.43CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.