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REV.,500 EX. (6-001
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OF"ICIAL USE ONLY
FILE NUMBER
21 -0 6 0432
"'CoUNTYCciiiE --y"EAR- - - NUMii'ER- -
SOCIAL SECURITY NUMBER
1 77- 2 4 - 6 2 8 2
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (dale 01dea1h priD<to 12.13-82)
o 5. Federal Estate Tax Retum Required
_ 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Anach Sch 0)
'THIs'$ECTlON.MUSTBE COMPli.ETEO.- AiIfCORRESPON[)ENC~AND'CONFIDEKIlAt.:.""AX INF6RMAnONSHOULOa~ DIRECTED TO: ",.
NAME COMPLETE MAILING ADDRESS
MARCUS A. McKNIGHT III 60 WEST POMFRET STREET
ARM NAME (II Applicable)
IRWIN & McKNIGHT
TELEPHONE NUMBER
717 249-2353 CARLISLE PA 17013
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT,280601
HARRISBURG, PA 17128-0601
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DECEOENfS NAME (LAST. ARST, AND MIDDLE INITIAL)
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ALBRIGHT
DATE OF DEATH (MM-Do-Year)
MARCUS
DATE OF BIRTH (MM-Do-Year)
R.
C:)
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8,899.55
1,168.00
7,731.55
7,731.55
0.00
347.92
0.00
0.00
347.92
20. 0
;.:?1~~*1'j!:'!'f"'c"X;J)Wi"'>>":BE$URETOANSWER'~1It'QUESTJONS 'ONREVEFiSESJDE'AND RECHECK MATH:..< <ci:.lz'.:;.'rd".:;
04116/2006 01/14/1919
(IF APPlICABLE) SURVIVING SPOUSE'S NAME (LAST, ARST, AND MIDDLE INITIAL)
o 1. Original Return
o 4. Limited Estate
o 6. Decedent Died Testate (AaachcopyolWilI)
o 9. Litigation Proceeds Received
lXJ 2. Supplemental Retum
o 4a. Future Interest Compromise (date 01 dealh aft8t 12-12-l12)
o 7. Decedent Maintained a Living Trust (Anach copy 01 Trust)
o 10. Spousal Poverty Credit (dale 01 death between 12-31-91 a1d 1-1-95)
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1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Une 8 minus Line 11)
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(8)
(11)
(12)
(13)
14. Net Value Subjectto Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
15. Amount of Line 14 taxable at the spousal lax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
0.00 X _(15)
7,731.55 X .045 (16)
0.00 X .12 (17)
0.00 X .15 (18)
(19)
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
REV-l5<X! EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE 8
STOCKS & BONDS
ESTATE OF
ALBRIGHT
FILE NUMBER
MARCUS R. 21 06
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
0432
ITEM
NUMBER
1.
DESCRIPTION
121 SHARES PRUDENTIAL FINANCIAL
73.55 X 121 SHARES = $8,899.55
CUSIP NO. 744320102
VALUE AT DATE
OF DEATH
8,899.55
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed. insert additional sheets of Ihe same size)
8.899.55
REV-1511 EX + (12-99)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ALBRIGHT
MARCUS
Debts of decedent must be reported on Schedule I.
A.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ALE NUMBER
21
06
0432
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)IEIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees Irwin & McKnight 750.00
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountanfs Fees
6. Tax Return Preparer's Fees Patricia A. Rosendale, CPA 350.00
7. Register of Wills - Filing Fee 30.00
8. Notary Fees 30.00
9. Register of Wills - Short Certificates 8.00
TOTAL (Also enter on line 9, Recapitulation) $ 1 168.00
(If more space is needed. insert additional sheets of the same size)
""."'~".[.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
AI --.- 'T
NUMBER
I.
CAROL YN ELAINE OYLER Lineal 2,865.77
133 WOODHILL DRIVE 1/2 Remainder
FLEETWOOD PA 19522
GWENDOLYN JOY RHONE Lineal 2,865.78
3451 GREEN STREET 1/2 Remainder
CAMP HILL, PA 17011-4420
NORMAN PHILLIP RHONE, II Lineal 500.00
8606 CROSS CREEK ROAD
POLK CITY FL 33868
JARED W. OYLER Lineal 500.00
133 WOODHILL DRIVE
FLEETWOOD PA 19522
AMANDA K. OYLER Lineal 500.00
133 WOODHILL DRIVE
FLEETWOOD PA 19522
SUSAN E. RHONE Lineal 500.00
MSC BOX #67 - ST. CATHERINES HALL
LAKEWOOD NJ 08701
SCHEDULE J
BENEFICIARIES
.. '--'Ie
FILE NUMBER
?1 On
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
04~?
AMOUNT OR SHARE
OF ESTATE
ENTER DOLlAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV.1500 COVER SHEET
II. NON.TAXABLE DISTRIBUTIONS:
A, SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
R
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS ~nclude outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1.
2.
3.
4.
5.
6.
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON. TAXABLE DISTRIBUTIONS ON LINE 13 OF REV.1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
L5tSTWILL :A:N1J T1:ST~1::NT
I MARCUS R. ALBRIGHT, of the Borough of Camp Hill, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
ONE: I direct my Executrix to pay all of my debts, funeral and administrative expenses
as soon as may be done conveniently after my decease.
TWO: I give, devise, and bequeath all of my estate of every nature and wherever situate,
to my wife, FERNE E. ALBRIGHT, provided she survives me by thirty (30) days or more.
THREE: I specifically give, devise and bequeath the following:
a. To JARED 'V. OYLER, the sum of Five Hundred and no/lOO (5500.00)
Dollars.
b. To Al\lANDA K. OYLER, the sum of Five Hundred and nollOO
($500.00) Dollars.
c. To G'VENDOYLN JOY RHONE, the sum of Five Hundred and no/l 00
($500.00) Dollars.
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d. To NOR."IA.i.~ PHILIP RHONE, II, the sum of Five Hundred and
no/ 1 00 ($500.00) Dollars.
e. To my daughter, G\VENDOL YN JOY RHONE my automobile which I
own at my death.
FOUR: If my wife, FERNE E. ALBRIGHT, has predeceased me or if he does not
survive me by thirty (30) days or more, I give, devise, and bequeath all of my property of every
nature and wherever situate equally to my daughters, CAROL YN ELAINE OYLER and
GWENDOL YN JOY RHONE, per stirpes. If my daughter, CAROLYN ELAINE OYLER
has predeceased me, then her share will be divided equally to her issue, JARED \V, OYLER
and AMANDA K. OYLER. If my daughter, GWENDOLYN JOY RHONE, has predeceased
me, then her share will be divided equally by her issue, NOR1\IAN PHILLIP RHONE, II and
SUSAN E. RHONE.
FIVE: If any of the issue of my daughters who have predeceased me are under the age of
twenty-one (21) at my death then their share shall be held in TRUST by CAROLYN ELAINE
OYLER {provided she survives me as Trustee, subject to the following provisions:
a. The net income of the Trust shall be applied at the sole and absolute discretion
of the Trustee to the support, maintenance, education and general welfare of each beneficiary in
such manner as the Trustee may deem proper, without regard to the duty of any person to support
such beneficiary if a minor and without regard to any other funds which may be available for the
2
Trust purposes, or may be accumulate in the Trust.
b. I further authorize the Trustee to apply not only the income but also so much
of the principal as the Trustee shall deem necessary, in, for, or toward the maintenance, support,
education and general welfare of my children in such manner as it shall deem proper.
c. Upon each beneficiary of the Trust attaining the age of twenty-one (21) years
of age, the Trustee will distribute the remaining Trust principal and accumulated income to the
beneficiary.
d. The Trustee shall have the following powers in addition to those vested in her
by law for my property held for the benefit of my children whether income or principal,
exercisable without court approval and effective until the distribution of all property under the
terms of this Trust; the Trustee at her discretion may compromise claims, borrow money, retain
property for such length of time as she may deem proper, sell, lease, pledge, mortgage, transfer,
exchange, convert or otherwise dispose of or grant options of all or any portion of Trust property
for such prices, on such terms in public or private transactions as she may deem proper, and
invest Trust property and income without restriction to legal investments.
e. If CAROLYN ELAINE OYLER has failed to survive me, then I appoint
MARCUS A. McKNIGHT, III, ESQUIRE, substitute Trustee in her place.
SIX: I appoint my wife, FERNE E. ALBRIGHT, Executrix of this my Last Will.
Should my wife predecease me, failed to qualify, or ceased to act as Executrix, I then appoint
CAROL YN ELAINE OYLER and GWENDOLYN JOY RHONE, as Co-Executors of this
my Last Will.
3
. .
SEVEN: My Executrix may, at her discretion, compromise claims, borrow money,
retain property for such length of time as she may deem proper; lease and sell property for such
prices, on such terms, at public or private sales, as she may deem proper; and invest estate
property and income without restriction to legal investments.
EIGHT: No Executrix or Co-Executors or Trustee, acting hereunder shall be required to
post bond or enter security in this or any jurisdiction.
2<i
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of
August, 1998.
/r;MCl.I.A- E ~
MARCUS - R. ALBRI T
(SEAL)
Signed, sealed, published and declared by .MARCUS R. ALBRIGHT, the above
named Testator, as and for his Last Will and Testament, in the presence of us, who, at his request
and in his presence and in the presence of each other have subscribed our names as witnesses
hereto.
{/4t~~
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4
ACK~O'VLEDG1'lENT A~D AFFIDAVIT
WE, l\'IARCUS R. ALBRIGHT, CHERYL L. CLELAND and MARTHA L. NOEL,
the testator and witnesses respectively, whose names are signed. to the foregoing instrument,
being first duly sworn, do hereby declare to the undersigned authority that the testator signed and
executed the instrument as his Last Will, and that he had signed willingly, and that he executed it
as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in
the presence and hearing of the testator, signed the Will as a witness and that to the best of their
knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under
no constraint or undue influence.
CHER L. CLELAND
1f1sd ~ ~
M. THA i. 'OEL
COl\Il\tIONWEAL TH OF PENNSYL VANIA
ss:
COUNTY OF CUMBERLA~D
Subscribed, sworn to and acknowledged before me by MARCUS R. ALBRIGHT, the
testator herein, and subscribed and s\V~ifl to before me by CHERYL L. CLELAND and
MARTHA L. NOEL, witnesses, this~()Jo day of August, 1998.
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/J:!dI/ {!.(fd-
fmdential ~ Financial
(pmputershare
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001227
Computershare Shareholder Services, Inc.
PO Box 43033
Providence Rhode Islane 02940-3033
Telephone: 8003059404
www.computershare.com
CAROLYN E OYLER EX & GWENDOLYN J RHONE EX EST MARCUS ~m\
ALBRIGHT ~1?Ti?n\\11 t\1
60 WEST POMFRET ST I ~\:il \ll:l jj
CARLISLE PA 17013
1'11111111111111111111111111111111.1.11.11111.1111111 11111111, ..'
Prudential Financial, Inc. is organized under
the laws of the state of NJ.
Holder Account Number
C 0029923795
IR'..--. -- -..--- .~:glllllllllllal
Company 10
SSN.'TlN Certified
PRU
Yes
.....
'i~-7C'fL~]!ntiatFinallcial,'lnc.;. Direct Registration (DRS) Advice .',
Transaction(s)
Date
Transaction Description I
Total I
ShareslUnits I
CUSIP I
Class
Description
26 AfJr 2007
Sale
.121.00??oo
744320102
COMMON STOCK
Account Information: Date: 26 Apr 2007 (Excludes transactions pending settlement)
Certificate Balance
Held by You
Current Direct I
Registration Balance
Total Shares/Units I
CUSIP I
Class
Description
0.00
0.000000
0.000000
744320102
COMMON STOCK
13.0'l /dJ
'::,...-
- ./
~1\ ~ lLl. s:~
IMPORTANT INFORMATION RETAIN FOR YOUR RECORDS.
This advice is your record of the share transaction affecting your account on the books of the Company as part of the Direct Registration System. It is neither a negotiable instrument nor a
security, and delivery of this cmice does not of itself confer any rights on the recipient. It should be kept with your important documents as a record of your ownership of these shares.
No IICtion on your part is required, unless you wish to deposit your existing certificates, sell or request a oertiflCilte, or transfer your book-entry shares.
Upon request, the Company will furnish to any shareholder, without charge, a full statement of the designations. rights (including rights under any Company's RlQhts Agreement, if any).
pI8ferences and limitations of the shares of each class and series authorized to be issued. and the authority of the Board of Directors to divide the shares into series and to determine and
change rights, preferences and limitations of any class or series.
Assets are not deposits of Computershare and are not insured by the Federal Deposit Insurance Corporation, the Securities Investor Protection Corporation, or any other federal or state agency.
.
40UDR
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PRU: Historical Prices for PRUDENTIAL FINCL INC - Yahoo! Finance
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Prudential Financial Inc. (PRU)
~5.05~
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At 9: 34AM ET: 1 02.71 ... 0.21 (0.20%)
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1 Fidelity
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l (30 I
SET DATE RANGE
Start Date:
End Date:
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2003
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17
2006
[ Get Prices
First I Prev I Next I Last
PRICES
Date
Open
High
Low
Close
Volume
Adj
Close.
17-Apr-06
74.75
75.00
74.27
74.43 1 ,210,800
73.55
· Close price adjusted for dividends and splits.
First I Prev I Next I Last
I
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http://finance.yahoo.comlq/hp?s=PRU&a=03&b=17 &c=2006&d=03&e= 17 &f=2006&g=d
5/2112007
Decedent's Com lete Address:
STREET ADDRESS
3451 GREEN STREET
CITY
CAMP HILL
STATE
PA
ZIP
17011
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
347.92
Total Credits (A + B + C)
(2)
0.00
3. InteresVPenalty if applicable
D. Interest
E. Penalty
TotallnteresVPenalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Une 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ........................................................................... 0 00
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00
c. retain a reversionary interest; or ...................................................................................................... 0 00
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00
2. If death occurred after December 12, 1982. did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................. 0 00
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 0 00
0.00
0.00
347.92
347.92
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties 01 perjury, I declare lhall have examined this return, includi!lll accompanying schedules and statements, and to the best 01 my knowledge and belief. ~ is true, correct and complete.
Oectaration 01 prepll1lI" 0Iher than the personal repI8S8lllative is based on all Information of which preparer has any knowledge.
SIGNATURE OF PEF:lSON RESPONSIBLE FOR FILING RETURN DATE
~ -,
ADDRESS
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)).
For dates of death on or after January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax. and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P .S. ~9116(a)(1.2)).
Th~ tax rate Imposed on the net value of transfers to or lor the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)J.
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as ar.
individual who has at least one parent in common with the decedent whether by blood or adoption.