HomeMy WebLinkAbout06-16-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
IxHER1TANCE TAX DIVISION Of DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-09-2014
ESTATE OF BUTTERFIELD HARRY E
DATE OF DEATH 12-20-2003
FILE NUMBER 21 14-0266
COUNTY CUMBERLAND
MESSZCK DOTTZE
SECURED LND TRNSFR ACN APPEAL DATE: 08-08-2014
485 ST JOHNS CH RD (See reverse side under Objections)
SHIREMANSTOWN PA 17011 Amount RemittedI
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MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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REY-1547 EX AFP {08-13) NOTICE OF INHERITANCE 7AX APPRAISEMENL. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BUTTERFIELD HARRY EFILE N0. :21 14-0266 ACN: 101 DATE: 06-09-2014
TAX RETURN WAS: < ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 69,500 . 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) C3) QO of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) • 0D tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 69.500.09
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . 00
11. Total Deductions (11) .00
12. Net Value of Tax Return (12) 69,500.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 100
14. Net Value of Estate Subject to Tax (14) 69,500.00
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 (16) A4-rinn-nn X 045 = ,127.50
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17. Amount of Line 14 at sibling rake (17) -00 X .1vG = r u.-":'L 4V
18. Amount of Line 14 taxable at collateral rate (18) .00 X 1'S �,-,) BTI
19. Principal Tax Due CC����
Ir 3 97_ F.TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) -s, f^, OD i(-nj
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-7 = (� p
03-24-2014 CDO18919 .00 3,127.50'?
74'7
03-24-2014 WRITEOFF .00 1,464. -TI Z
06-02-2014 SBADJUST .00 . 0�`�
r F(1
r r-
o t'3
TOTAL TAX PAYMENT 3,127.50
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
s 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. `
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pennsylvania INHERITANCE TAX 203.10-8799
DEPARTMENT OF REVENUE EXPLANATION 12/20/2003
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARBIZBURQ E6 1712a-0601
DECEDENT'S NAME FILE NUMBER
Harry E. Butterfield 21 14.0266
REVIEWED BY ACN
Steven James 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
To complete the Release of Lien negotiated with the Office of Chief Counsel, a
Commonwealth Appraisement has been produced to assess the real estate. For the value
received, the assessed property is hereby released from the lien, payment, operation and
collectibility of any and all succession, estate or inheritance taxes, including direct,
transfer and collateral inheritance taxes, now due or that may hereafter become due the
Commonwealth of Pennsylvania. This release of lien is given pursuant to the authority
vested in the Secretary of Revenue.
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