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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF ~ENNSYLVANIA
DEPARTMSRt OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
~OlNTLY HELD OR TRUST ASSETS
*'
REV-1604 EX AFP (03-05)
I"i ~...
\.) ~J
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
03-15-2007
RATHFON
05-27-2006
21 06-0612
CUMBERLAND
171-38-8698
06145919
ROBERT
L
SARA J PHI L u1fs '.;'
AI r' .' ,-
10 JEFFREY RD ~/_i
MECHANICSBURG PA 17050
Amount Remitted
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-l'04 EX AFP (03-05)
__ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS --
DATE 03-15-2007
ESTATE OF RATHFON
ROBERT
L DATE OF DEATH 05-27-2006
COUNTY
CUMBERLAND
FILE NO. 21 06-0612
ADJUSTMENT BASED ON:
S.S/D.C. NO. 171-38-8698
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
06145919
FINANCIAL INSTITUTION: M & T BANK
ACCOUNT NO.
70389535
TYPE OF ACCOUNT: () SAVINGS (X) CHECKING () TRUST () TIME CERTIFICATE
DATE ESTABLISHED 10-28-1975
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
.00
0.500
.00
.00
.00
.45
.00
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-14-2006 CD007207 .00 20.79
TOTAL TAX CREDIT 20.79
BALANCE OF TAX DUE 20.79CR
INTEREST AND PEN. .00
TOTAL DUE 20.79CR
* IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~
REV-1470 EX (~)
."
..
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
FILE NUMBER
REVIEWED BY
ACN
2106-0612
06145919
Robert L. Rathfon
Joan Peters
ITEM
SCHEDULE NO. EXPLANA liON OF CHANGES
The above referenced Account Control Number has been adjusted to zero since the joint
bank account was reported on the Inheritance Tax Return.
ROW
Paqe 1