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BUREAU OF INDIVIDUAL TAXES
INHERFMlCE TAX ,,!VISION
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
~F DEDUCT!~NS AND ASSESSMENT OF TAX
REV-1547 EX AFP <06-05)
DATE 03-24-2008
ESTATE OF OVERHEIM JR JOHN T
DATE OF DEATH 03-23-2007
FILE NUMBER 21 07-0310
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-23-2008
( See reverse side under Objections)
Amount Remittedl ~
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 +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF OVERHEIM JR JOHN T FILE NO. 21 07-0310 ACN 101 DATE 03-24-2008
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
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 (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
12-19-2007
DAVID OVERHEIM
3736 FARNSWORTH
CHEASPEAKE
DR
VA 23321
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
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. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
119,757.00
15,496.35
.00
.00
24,766.25
10,636.60
.00
(8)
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
11,793.14
1,028.35
(11 )
Ci2)
(13)
Ci4)
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(9)
CiO)
11.
12.
13.
14.
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
CiS)
.00 X
157,834.71 X
.00 X
.00 X
Ci6)
Ci7)
RECEIPT
NUMBER
CD009093
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
AMOUNT PAID
7,102.56
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
170,656.20
1?8?1 49
157,834.71
. 00
157,834.71
00
045 _
12
15
.00
7,102.56
. 00
. 00
7,102.56
(19)-