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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
ALBRIGHT
DATE OF DEATH (MM-DD-Year)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
2 1 -0 7 0 3 5 2
COuNi'vCciiiE -YEA/l- - - NUMBER- -
SOCiAl SECURITY NUMBER
FERNE E.
DATE OF BIRTH (MM-DD-Year)
2 0 1 - 1 8 - 5 6 1 7
THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
REGISTER OF WILLS
10/15/2005 06/06/1924
(IF APPlICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDDLE INITiAl)
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. Join1ly 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. T oIaI Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
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IX
IX
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[R] 1. Original Return
o 4. Linited Estate
[R] 6. Decedent Died Testate (AIIach copy of Will)
o 9. Litigation Proceeds Received
:l'fiO .
NAME
MARCUS A. McKNIGHT III
FIRM NAME (If Applicable)
IRWIN & McKNIGHT
TELEPHONE NUMBER
717 249-2353
SOCIAlSECUmTYNUMBER
o 2. Supplemental Retum
o 4a. Future Interest Compromise (dale 01 deaIh efter 12.12-82)
o 7. Decedent Maintained a Living Trust (Altach copy of Trust)
o 10. Spousal Poverty Credit (dale of dea1h between 12-31-91 end 1.1-95)
o 3. Remainder Retum (daleofdea1hpriorto12-13-82)
o 5. Federal Estate Tax Retum Required
_ 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (AIIach Sch 0)
,,*.a8IdNellllt' .... '.'1.'1'
COMPLETE MAILING ADDRESS
60 WEST POMFRET STREET
'., 'BI!'.JiUREC'tED TO:i~'i,ii':;
CARLISLE
PA 17013
OF LUSEO~
~ 9!J ff't
c.... f:BS
:= '-Ii :n
~-_..t C:J,
, "len:,__
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18,098.
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(8)
18,098.99
8,499.00
(11)
(12)
(13)
8,499.00
9,599.99
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rale, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
(14)
9,599.99
0.00 X _(15) 0.00
9,599.99 X .045 (16) 432.00
0.00 X .12 (17) 0.00
0.00 X .15 (18) 0.00
(19) 432.00
CHECK HERE F YOU ARE REQUESTING A REFUND OF AN OVERPAVr.IENT
REV-15Q3 EX + (6-98)
.
SCHIDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ALBRIGHT
FERNE
FILE NUMBER
21 07
0352
E.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
3.
4.
5.
DESCRIPTION
VALUE AT DATE
OF DEATH
89.18
7 SHARES ALCATEL-LUCENT
CUSIP NO. 3460 1015
7 SHARES X 12.74 = $89.18
15 SHARES COMCAST
CUSIP NO. 20030N101
15 SHARES X $17.94 = $269.10
6.151013 SHARES AT&T
CUSIP NO.
6.151013 X $20.75 = $127.63
219 SHARES PRINCIPAL FINANCIAL GROUP INC.
CUSIP NO. 74251V102
219 SHARES X 46.04 = $10,082.76
119 SHARES PRUDENTIAL FINANCIAL INC.
CUSIP NO. 744320102
119 SHARES X $63.28 = $7,530.32
269.10
127.63
10,082.76
7,530.32
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
18 098.99
REV.15.11 EX + (12-99)
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ALBRIGHT FERNE
SCHIEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Debts of decedent must be reported on Schedule I.
E.
FILE NUMBER
21 07
0352
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. MUSSELMAN FUNERAL HOME & CREMATION SERVICES, INC. 6,691.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attomey Fees IRWIN & McKNIGHT 1,275.00
3. Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees REGISTER OF WILLS 126.00
5. Accountanfs Fees
6. Tax Retum Preparer's Fees PATRICIA A. ROSENDALE, CPA 350.00
7. REGISTER OF WILLS - FILING FEE 30.00
8. VITAL RECORDS - DEATH CERTIFICATES 27.00
TOTAL (Also enter on line 9, Recapitulation) $ 8 499.00
(If more space is needed, insert additional sheets of the same size)
. ~""':"-
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
AI--.-. .- E 21 07 n~~?
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
1. TAXABLE DISTRIBUTIONS [include OUtritt spousal distributions, and transfers under
Sec. 9116 (a (1.2)]
1. CAROL YN ELAINE OYLER Lineal 3,800.00
133 WOODHILL DRIVE 1/2 REMAINDER
FLEETWOOD, PA 19522
2. GWENDOLYN JOY RHONE Lineal 3,799.99
3451 GREEN STREET 1/2 REMAINDER
CAMP HILL, PA 17011-4420
3. NORMAN PHILLIP RHONE, II Lineal 500.00
8606 CROSS CREEK ROAD
POLK CITY, FL 33868
4. JARED W. OYLER Lineal 500.00
133 WOODHILL DRIVE
FLEETWOOD PA 19522
5. AMANDA K. OYLER Lineal 500.00
133 WOODHILL DRIVE
FLEETWOOD, PA 19522
6. SUSAN E. RHONE Lineal 500.00
MSC BOX #67 - ST. CATHERINES HALL
LAKEWOOD, NJ 08701
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV.1500 COVER SHEET
n. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
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)
L:ASTWILL 5t:N1J T'EST.Jt:M.'ENT
I FERNE E. 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 Executor 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 husband, MARCUS R. ALBRIGHT, provided he survives me by thirty (30) days or
more.
THREE: I specifically give, devise and bequeath the following:
a. To JARED W. OYLER, the sum of Five Hundred and no/lOO ($500.00)
Dollars.
b. To AMANDA K. OYLER, the sum of Five Hundred and no/l 00
($500.00) Dollars.
c. To GWENDOYLN JOY RHONE, the sum of Five Hundred and no/IOO
($500.00) Dollars.
d. To NOAAIAN PHILIP RHONE, II, the sum of Five Hundred and
noll 00 ($500.00) Dollars.
e. To my daughter, GWENDOLYN JOY RHONE my automobile which I
own at my death.
FOUR: If my husband, MARCUS R. 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, CAROLYN ELAINE OYLER and
GWENDOLYN JOY RHONE, per stirpes. If my daughter, CAROLYN ELAINE OYLER
has predeceased me, then her share will be divided equally to her issue, JARED W, OYLER
and AMANDA K. OYLER. If my daughter, GWENDOLYN JOY RHONE, has predeceased
me, then her share will be divided equally by her issue, NORMAN 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 husband, MARCUS R. ALBRIGHT, Executor of this my Last Will.
Should my husband predecease me, failed to qualify, or ceased to act as Executor, I then appoint
CAROLYN ELAINE OYLER and GWENDOLYN JOY RHONE, as Co-Executors of this
my Last Will.
3
SEVEN: My Executor may, at his discretion, compromise claims, borrow money,
retain property for such length of time as he may deem proper; lease and sell property for such
prices, on such terms, at public or private sales, as he may deem proper; and invest estate
property and income without restriction to legal investments.
EIGHT: No Executor or Co-Executors or Trustee, acting hereunder shall be required to
post bond or enter security in this or any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 8~
August, 1998.
day of
~~ F. a U~~ ,..u=<SEAL)
FERNE E. ALBRIGHT
Signed, sealed, published and declared by FERNE E. ALBRIGHT, the above
named Testatrix, as and for her Last Will and Testament, in the presence of us, who, at her
request and in her presence and in the presence of each other have subscribed our names as
witnesses hereto.
4
ACKNOWLEDGMENT AND AFFIDAVIT
WE, FERL'lE E. ALBRIGHT, CHERYL L. CLELAND and MARTHA L. NOEL,
the testatrix and witnesses respectively, whose names are signed to the foregoing instrument,
being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed
and executed the instrument as her Last Will, and that she had signed willingly, and that she
executed it as her free and voluntary act for the purpose herein expressed, and that each of the
witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that to the
best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound
mind and under no constraint or undue influence.
C'~J1A"Ll.. E. O~
iif;/~~
HER L. CLELAND
~
COMMONWEAL TH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by FERNE E. ALBRIGHT, the
testatrix herein and subscribed and sWEtn to before me by CHERYL L. CLELAND and
MARTHA L. NOEL, witnesses, this~ day of August, 1998.
fJ.if~J.4nrJi)n
otary Public
1- ",..--'-- '----.
I' Notarial SGal
8(>!/:1 A. 1-;!oor'3IxL Notary Public
C~~i-~::j~~~ Uoro. qurnl'lerland County
kl'.' C.-~rr';~,l; ~'-;'l-'r~ E :,:"',i"'A'" j..J"~c 15 "000
. . . ....". _. I.'" -.. . r. . '. '"
'-;l~;i! i!;;;:T~~;'j:!V;'; li:~ J~,';':~ncj~ti;;70;rr',!~~;~~-
ALU: Historical Prices for ALCATEL LUCENT - Yahoo! Finance
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Alcatel-Lucent (ALU)
tU
E*nIN S~c.,ltl~'
01- - ,-. ~.
. 'I
1 Fidelity
At 4:00PM ET: 13.55 .. 0.03 (0.22%)
Historical Prices
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..JGal
SET DATE RANGE
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2003
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,._...._..,. ....N.......,...._.... '.
First I Prev I Next I Last
PRICES
Date
Open
High
Low
Close
Volume
Adj
Close*
14-Qct-05
12.94
12.98
12.82
12.95 769,600
12.74
First I Prev I Next I Last
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* Close price adjusted for dividends and splits.
ADVERTISEMENT
http://finance.vahoo.com!Qlhp?s=ALU&a=09&b=15&c=2005&d=09&e= 15&f=2005&~=d
5/21/2007
Proceeds from Broker and Barter Exchange Transactions
THE BANK OF NEW YORK
P.O. BOX 11258
NEW YORK. NY 10286 - 1258
EIN # 13-5160382
AS AGENT FOR:
2007 OMB No. 1545-0715
Box 5. Description
Substitute Form
1099_8
0.00
Account Number (optional)
Box 1b. CUSIP
AlCATEL.LUCENT
Payer's Feeleralldentification No.
13-5160382
Recipient'S 10 No.
20-7295020
0038755641
x a. Date of Sale
05/18/07
Shares I Units Sold
3460'"1015
Recipient's Name, Address, and Zip Code
CAROlYN E OYLER & GWENOOl. YN J
RHONE EXS EST FERNE A AlBRIGHT
C/O IRWIN & Me KNIGHT
ATTN KAREN NOEL
60 WEST POMFRET STREET
CARLISLE PA 17013-3222
7.0000
Box 2.stocks, bonds. etc. I Gross Proceeds reported to IRS
$94.47
Box4.Fede~lmcomeTax~~held
GLOBAL BUYDIRECT PLAN
THIS IS IMPORTANT TAX INFORMATION AND IS BEING FURNISHED TO THE INTERNAl REVENUE SERVICE. IF
b~~'1FRfu~I~~~~~Lf~r~rgRItlEAI~~<6~g~N~~%WI~P~~ ~R'W~~B~ IMPOSED
Instruction for Recipient
Brokers and baner exchanges must repon proceeds from transactions to
you and 10 dte IRS on Form 1099-8 by January 31 of the Year following
the calender year of the transaction. This form is used 10 repon these
proceeds.
Box la.-Shows the trade date of the transaction. For aggregate reponing. no
entry will be present.
Box lb. - For broker transactions. may show the CUSIP (Committee on
Uniform Security Identification Procedures) number of dte item reported.
gross proceeds less commissions and option premiums were report 10 IRS
Report this amount on Schedule D (Form 1040). Capital Gains and Lo
Box 4.. - Shows backupwidtholding. For example, persons not furnishins
taxpayer identiflCatlon number 10 dte payer become subject to backup
withholding at a 28% rate on certain paymenlS. See Form W-9. Request
Taxpayer Identification Number and Certification, for infonnation on bac
withholding. Include this amount on your income tax return as tax withhe
Box 2.- Shows the proceeds from transactions involving stocks, bonds, other
debt obligations. commodities, or forward contraclS. Losses on forward
contraclS are shown in parentheses. This box does not include proceeds from
regulated futures contraclS. The broker must indicate whether gross proceeds or
Detach Here
Box 5. - Shows a brief descripton of the items or service for which the proc~.$......
or banering income is being reponed. For regulated futures contracts and
forward contraclS. "RFe" or other appropriate description. may be shown. ......
DetachH_
TAX 10
20-7295020
COMP
ALCA TEL-LUCENT
GLOBAl BUYDIRECT PLAN
3460 ACCT #0038755641
CHECK #
050476792
Please relain Ihis slatement and lax form for your records
r SHARES SOlD TRADE DATE GROSS PRICE PER SHARE NET PRICE PER SHARE PROCEEDS OF SAlE .........
I 7.??oo 05118107 13.5955 13.4952 $94.47 ,.
I
CAROlYN E OYLER & GWENOOl. YN J TAX WITHHELD 0.00 ('
RHONE EXS EST FERNE A ALBRIGHT
C/O IRWIN & MC KNIGHT ..mv
ATTN KAREN NOEL FEE $10.00
60 WEST POMFRET STREET ],
CARLISLE PA 17013.3222 $84.47
NET CHECK AMOUNT
Transaction mstructlons received by the AdmlDlstrator to sell shares under the program are executed by an affiliate of the Administrator.
The difference (If any) in the Gross Price Per Share and Net Price Per Share is dte share broker commission and SEC fees.
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CMCS~: Historical Prices for COMCAST CL A SPCL - Yahoo! Finance
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Enter Symbol(s)
Finance Search
... t.~,e~19;] Symbol Lookup
COMCAST CL A SPCL (CMCSK)
Act,ve T'i)!jers
1, Fidelity
Historical Prices
At 4:00PM ET: 27.18 .. 0.07 (0.26%)
SET DATE RANGE
Get Historical Prices for:
IGol
Start Date:
@) Daily
Weekly
o Monthly
o Dividends Only
Eg. Jan I,
2003
End Date:
L Get Prices J
First I Prev I Next I Last
PRICES
Date Open
Adj
Close*
High
Low
Close
Volume
14-0ct-05 26.92
27.18 26.83
26.91 8,683,800
17.94
* Close price adjusted for dividends and splits.
First I Prev I Next I Last
~ Download To Spreadsheet
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httn:/Ifin;\nce. v;\hoo.com/olhn?s=CMCSK&a=09&h= 15&c=2005&d=09&e=15&f=2oo5&l!=d
5/21/2007
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Computershare Shareholder Services, Inc.
250 Royall Street
Canton Massachusetts 02021
Within the US. Canada & Puerto Rico 888 883 8903
Outside the US, Canada & Puerto Rico 781 5754730
www.computershare.com/comcast
001745
CAROLYN E OYLER GWENDOLYN J RHONE EX EST FERNE E
ALBRIGHT
60 WEST POMFRET ST
CARLISLE PA 17013
I.. .111'1111I"11..11..1111.1111.1.1.1..1..11.1.11.1.1..1..111
Holder Account Number
C 3017508783
IIIIIIIIIIIII1
Company 10
SSNITIN Certified
CMCS
Yes
"~;YComcast Corporation · Direct Registration (DRS) Advice
Transaction(s)
Date
Transaction Description I
Total I
Shares/Units
Class
Description
CUSIP I
23 Apr 2007
Transfer
15.000000
20030N101
CLASS A COMMON STOCK
Account Information: Date: 23 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
CLASS A COMMON STOCK
15.000000
15.??oo00
2oo30N101
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 advice 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 action on your part is required. If your plan allows. you can deposit your existing certificates. seD or request a certificate. or transfer your book entry shares.
Upon request, the Company will fumish to any shareholder. without charge. a full statement of the designations. rights (induding rights under any Company's Rights Agreement, if any).
preferences 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
+
OOICSOOO3.G.DOM.EQS.P _176510017451002969
T: HiStorical Prices for AT&T INe. - Yahoo! Finance
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Monday, May 21, 2007, 10:43AM ET - U.S. Markets close In 5 hours and 17 minutes.
Enter SYIT1~ol(s)
[;;~'~~I.'j:l Symbol Lookup
Finance Search
A T& T Inc. (T)
-
Act,ve Traders
I Fidelity
Historical Prices
At 10:23AM ET: 40.95 .. 0.15 (0.37%)
tGoJ
SET DATE RANGE
Get Historical Prices for:
"-
Start Date:
@Daily
o Weekly
o Monthly
([) Dividends Only
Eg. Jan 1,
2003
End Date:
L Get Pricesj
First I Prey I Next I Last
PRICES
Date
Adj
Close*
Open
High
Low
Close
Volume
14-0ct-Q5 22.25 22.36 22.04 22.20 14,806,700 20.75
* Close price adjusted for dividends and splits.
First I Prey I Next I Last
~ Download To Spreadsheet
~
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19 · 4:7\ df).ld>
ADVERTISEMENT
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5/21/2007
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Computershare Trust Company, N.A.
P.O. Box 43078
Providence Rhode Island 02940-3078
Within the US, Canada & Puerto Rico 800351 7221
Outside the US. Canada & Puerto Rico 781 5754729
www.computershare.com/att
+
[]35594
FERNE A ALBRIGHT
3451 GREEN ST
CAMP HILL PA 17011-4420
1...1 ",1111I1111,1",1111.1111.1111111.1 1111I.1.111..11.11111
Holder Account Number
C 2000248153 IND
IIIIIIIIIIIII
SSN/TIN Certlfled
Symbol
Ves
T
00 I CS0081_RPS.Dl.A IT.I 0277_12110355941035604/; I
, . . AT&T Inc. ,'DirectSERVlCE rnvestment Program Statement. '. '
Dividend Information
Record Date: 10 Apr 2007
Holder Account Number:C 2000248153
Payment
Date
Number of Shares I
Reinvesting Dividends
Dividend Rate I Gross Dividend I
($) ($)
Tax Withheld I
($)
Tax Type I
Net Dividend
($)
01 May 2007
Transaction History
6.151013 0.355000 2.18
2.18
From: 28 Dec 2006 To: 01 May 2007
Date
Deduction
Description I Amount ($) I Amo($~ I
Oed ctl Net P. P T ct' Total
u on I I nce er I ransa Ion I Reinvestment
Type Amount ($) Share ($) Shares Share Balance
28 Dee 2006 Balance Forward 6.096074
01 Fell 2007 Dividend Reinvestment 2.16 0.12 Fees 2.04 37.132081 0.054939 6.151013
23 Apr 2007 Transfer -6.151013 0.00000o
01 May 2007 Dividend Reinvestment 2.18 0.12 Fees 2.06 38.936696 0.052906 0.052906
Summary of Holdings Date: 01 May 2007 Class Description: DSPP . COMMON STOCK
Certificated Shares I Uncertiflcated Shares I Total Shares I Closing Price I Value ($)
Direct Registration I Reinvestment Per Share ($)
0.00000o 0.00000o 0.052906 0.052906 38.840000 2.05
002CS40036
.
ATT
+
124UDR
OOIJED
PFG:' Historical Prices for PRINCIPAL FINL GROUP - Yahoo! Finance
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[~.~~] Symbol Lookup
Finance Search
Principal Financial Group Inc. (PFG)
Act:'Je j, '1':1er5
'1 Fidelity
At 10: 14AM ET: 61.52 .... 0.20 (0.32%)
Historical Prices
Get Historical Prices for:
..!qql
SET DATE RANGE
Start Date: . Oct
End Date: Oct
Eg. Jan 1,
2003
@Daily
Weekly
() Monthly
o Dividends Only
Date Open
High
Low
Close
Volume
Adj
Close"
~-)
\9~
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2005
l Get Prices]
First I Prev I Next I Last
PRICES
14-0ct-05
46.51
47.48
46.46
47.27 952,800
46.04
" Close price adjusted for dividends and splits.
First I Prev I Next I Last
~ Download To Spreadsheet
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http://finance.yahoo.com!qlhp?s=PFG&a=09&b=15&c=2005&d=09&e=15&f=2005&g=d
5/21/2007
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Computershare Trust Company, N.A.
250 Royall Street
Canton Massachusetts 02021
Telephone: 866-781-1368.
www.computershare.com
000278
CAROLYN E OYLER
& GWENDOLYN J RHONE EX EST FERNE E ALBRIGHT
60 W POMFRET ST
CARLISLE PA 17013
1...11111.1111111..11..1111.11,"1.1.1..1..11.1.11.1.1..1111.1
Holder Account Number
C 0080859597
IIIIIIIIIIIII
Company 10
SSNlTIN Certified
PFG
Yes
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Transaction(s)
Date
Transaction Description I
Total I
ShareslUnits
CUSIP I
Class
Description
22 May 2007
Transfer
219.000000
74251V102
COMMON STOCK
Account Information: Date: 22 May 2007 (Excludes transactions pending settlement)
Certificate Balance
Held by You
Current Direct I
Registration Balance
Total ShareslUnits I
CUSIP I
Class
Description
0.00
219.00000o
219.000000
74251V102
COMMON STOCK
IMPORTANT INFORMATION RETAIN FOR YOUR RECORDS.
This advice is your record of the share transaction affecting your 8CCOtI'lt 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 advice does not a itself confer any rights on the recipient It should be kept with your important documents as a record of your ownership of theSe shales.
No action on your part is required. If yotI' plan allows, you can deposit your existing cer1ificates, sen or request a certificate, or transfer your book entry shares.
Upon request, the Company will funish 10 any shareholder, without charge. a fun statement of the designations, rights (induding rights under any Company's Rights Agreement. if any),
preferences and limitations of the shares of each class and series authorized 10 be issued. and the authority of the Board of Directors 10 divide the shares into series and to determine and
change rights, preferences and limitations of any class or series.
Assets are not deposils of Computershare and are not insured by the Federal Deposit Insurance Corporation, the Securities Investor Protection Corporation. or any other federal or slate agency.
.
+
40UDR
00 lCSOOO1G.OOM.PFG_1797/000278/000488
nn...."6A
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PRU:.Historical Prices for PRUDENTIAL FINCL INC - Yahoo! Finance
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(.~~>l Symbol Lookup
Finance Search
Prudential Financial Inc. (PRU)
~
At 10:12AM ET: 102.91 ... 0.01 (0.01%)
A::t Vf:- lra'~Jt:rs.
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End Date:
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Date
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High
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Adj
Close*
~~
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PRICES
14-Qct-05
63.50
65.55
63.50
64.69 2,187,900 63.28
* Close price adjusted for dividends and splits.
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ADVERTISEMENT
http://finance.yahoo.com/qlhp?s=PRU&a=09&b=15&c=2oo5&d=09&e= 15&f=2oo5&g=d
5/21/2007
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Prudential ~. Financial
~ 001049
tomputershare +
Computers hare Trust Company, NA
PO Box 43033
Providence Rhode Island 02940-3033
Telephone: 800 305 9404
www.computershare.com
CAROLYN E OYLER
& GWENDOLYN J RHONE EX EST FERNE A ALBRIGHT
60 WEST POMFRET ST
CARLISLE PA 17013
I..." I" .111"11..111111.,,".,, 1.1.1111..11.1.1..1.1..1..1,1
Prudential Financial. Inc. is organized under
the laws of the slate of NJ.
Holder Account Number
C 0029954461
IIIIIIIIIIIII
Company 10
SSNlTIN Certified
PRU
Yes
.... ,'; :~{~cI.ntiaJ: Financlal/It1c.~ DiriCt'ft~n]DRSJ AdViCi>>'
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Transaction(s)
Date
Transaction Description I
Total I
Shares/Units
Class
Description
CUSIP I
22 May 2007
Transfer
119.000000
744320102
COMMON STOCK
Account Information: Date: 22 May 2007 (Excludes transactions pending settlement)
Certificate Balance
Held by You
Current Direct I
Registration Balance
Total ShareslUnits I
CUSIP I
Class
Description
0.00
COMMON STOCK
119.000000
119.000000
744320102
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 advice does not of itself confer any rights on the recipient It should be kept with YOlJ' important doaJments as a record of your ownership of these shares.
No action 011 your part is required, unless you wish to deposit your existing certifICates, sell or request a certificate, 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 Rights Agreement, if any),
preferences lIId 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 linitations of any class or series.
Assets are not deposits of Computelshal8 and are not insured by the Federal Deposit Insurance Corporation, the Securities Investor Protection Corporation, or any other federal or state agency.
.
001 C.n4001fi
40UDR
+
OOHSAB-PRU
Pluu ... imllOl'tant PRIVACY NOnCE on ...VA.... sidA of alllt_Anl
OOICS0092.G.DOM.EQS.B_2921OO 1049/001616
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CITY
CAMP HILL
STATE
PA
ZIP
17011
Decedent's Com lete Address:
STREET ADDRESS
3451 GREEN STREET
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
432.00
3. InteresVPenalty if applicable
D. Interest
E. Penalty
Total Credits ( A + 8 + C )
(2)
0.00
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. (5A)
8. Enter the total of Une 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
0.00
0.00
432.00
432.00
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred; ........................................................................... 0
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0
. " t 0
c. retam a reversionary Interes; or ......................................................................................................
d. receive the promise for life of enher payments, benefits or care? ............................................................. 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?... .... ............. .... ................................. ..... ........................ ........ 0
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .........................................................................:............................. 0
No
00
00
00
00
00
00
00
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 pe~ury, I declare that I have examined this retum, includi!)q acc:ompanying schedules and statemenls, and to the best 01 my knowledge and belief, ~ is true, correct and complete.
Declaration of preparer other than the pelSOIl8I representative is based on aJllnformation of which preparer has any knowfedge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
7 Z I)
ADDRESS
E
ADDRESS
PA 17013
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 exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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)].
The tax rate imposed on the net value of transfers to or for 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)].
The tax rate tmposed 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 an
individual who has at least one parent in common with the decedent, whether by blood or adoption.