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Home My WebLink About07-25-08r BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ,;,{ ~}~ ~' ~ ' '~~ '; .INHERITANCE TAX .'RECORD ADJUSTMENT ,~i~',j ,~~ 1 ~,;JO~hNT~LY NELD OR TRUST ASSETS 2006 JUL 25 PH 1 ~ 02 CL~R~~. ~J~ ORPNAI~ ~~ r.~OtJRT RALPH RETTBE ~ ~ rn., PA 620 LETORT SPRING RD CARLISLE PA 17013 REV-1604 EX AFP (03-05) DATE 07-17-2008 ESTATE DF RETTBERG CLAIRE A DATE OF DEATH 01-08-2005 FILE NUMBER 21 05-0059 COUNTY CUMBERLAND SSN/DC 009-10-9811 ACN 05117998 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1604 EX AFP C03-05) ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE 07-17-2008 ESTATE OF RETTBERG CLAIRE A DATE OF DEATH 01-08-2005 COUNTY CUMBERLAND FILE N0. 21 05-0059 S.S/D.C. N0. 009-10-9811 ACN 05117998 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WACHOVIA BANK NA ACCOUNT N0. 1010083586802 TYPE OF ACCOUNT: C ) SAVINGS (X) CHECKING ( ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 10-24-2003 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: .00 X 0.500 .00 .00 .00 X .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 T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 05-09-2006 CD006677 .00 131.38 TOTAL TAX CREDIT 131.38 BALANCE OF TAX DUE 131.38CR INTEREST AND PEN. .00 TOTAL DUE ^ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), ( / J YDU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) i BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ;; .~ '.f ~•.1 `•~INHERITANCE TAX ~REG~ORD ADJUSTMENT ~~~-'' 1 JOI1VTiY° HELD OR TRUST ASSETS zoa~ ~u~ zs pry ~ ~ oz C~~~i~~ li`r ORPHAN'S COURT RALPH RETTBERG CU~'~~~'~-~~ `~"~~r~ n~'" p~ 620 LETORT SPRING RD CARLISLE PA 17013 REV-1604 EX AFP C03-05) DATE 07-17-2008 ESTATE OF RETTBERG CLAIRE A DATE OF DEATH 01-08-2005 FILE NUMBER 21 05-0059 COUNTY CUMBERLAND SSN/DC 009-10-9811 ACN 05117999 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS H REV-1604 EX AFP C03-05) ** INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ** DATE 07-17-2008 ESTATE OF RETTBERG CLAIRE A DATE OF DEATH 01-08-2005 COUNTY CUMBERLAND FILE N0. 21 05-0059 S.S/D.C. N0. 009-10-9811 ACN 05117999 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: WACHOVIA BANK NA ACCOUNT N0. 1010083586792 TYPE OF ACCOUNT: ( ) SAVINGS CX) CHECKING C ) TRUST C ) TIME CERTIFICATE DATE ESTABLISHED 10-24-2003 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: .00 NOTE: X 0.500 .00 .00 .00 X .45 .00 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 T0: "REGISTER OF WILLS, AGENT." PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 05-09-2006 CD006677 .00 268.62 TOTAL TAX CREDIT 268.62 BALANCE OF TAX DUE 268.62CR INTEREST AND PEN. .00 TOTAL DUE * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. C IF TOTAL DUE IS LESS THAN 81, 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.) RED/-1470 EX (688) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 Claire A. Rettberg Steven James INHERITANCE TAX EXPLANATION OF CHANGES ILE NUMBER 21 05-0059 05117998,05117999 ITEM SCHEDULE NO, EXPLANATION OF CHANGES The above referenced AC N's have been reduced to zero as the account's were reported on the probate return. Row Page 1