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Home My WebLink About07-06-09~w S A~~ r ~' ~' ~. V ~-t T L <~~ V '/ .~_.. ~ r ~ ~ 1~ ~ ~~ U ~ ~v ~ ~~ ,h ~ ,~ ~ ~ s ,~ ~ ~ i ti ,.. a ~. ~° a ~~~ . a $ ~ ~' ~:~~ ~ ~~ i~~ ~~ r~ ~`^y !'.~ '"i _.:.n ~•r << ..~. jS i ~-w !."; f ~.. 7w *.., ~: *.: 1 .r ~+: r.: "`- .. ~~ ~~ ~~~ ,~ -~ ~ ~~ ~~ / _ 09 _~~3 William E. Swanger, M.A., APR 2203 Hastings Drive Mechanicsburg, PA 17055 July 1, 2009 Register of Wills Cumberland County Court House Carlisle, PA 17013 Dear Register of Wills: Enclosed is a check for $26.19 related to the inheritance of shares of Prudential Financial common stock from my father, William Earl Swanger, Jr., who passed away Feb. 10, 2009, in the personal care unit at Cumberland Crossings, Carlisle. I am both his executor and beneficiary I have previously remitted payment for inheritance from my father's two bank accounts. By completing several forms with Prudential, I was able, without probate, to transfer my father's 23 shares of Prudential Financial stock to my existing Prudential account. Based on advice from the state inheritance-tax office, I have completed and enclosed state form Rev-548. Again on advice from that office, I also have enclosed copies of forms showing the transfer of the Prudential Financial stock. The closing price for Prudential (PRt.J) stock on Feb. 10, 2009, was $25.30. That amount was multiplied by the 23 shares to equal $581.90.4.5 percent of that value is $26.19, the amount of the enclosed check. If you have any questions, please do not hesitate to contact me. Thank you. Sincerely, ~ ~ William E. Sw II ~ ~~~-, ~- 7~ ~f 7;'r : 't. +C~ 7- ~' Z ~w ~ -~ -~;-_ .. .t::~. ~.. ~ s:j.~.. REV-548 EX (12-03) INHERITANCE TAX JOINT BANK ACCOUNT COUNTY FILE NUMBER ADVANCE PAYMENT WORKSHEET INHERITANCE TAX RECEIPT NUMBER DECEDENT'S NAME (LAST) (FIRST) (MIDDLE INITIAL) S' l~ A N ~ C2 lv / < ~ i g rr~ ~/9 R L ~'2 . DECEDENT DECEDENT'S SOCIAL SECURITY NUMBER ` DATE OF DEATH / d 2 ~ ` INFORMATION 'j g ~ 7 (~ o~ - / ° ~ ! ~ ~ ADDRESS OF DECEDENT CITY STATE ZIP Cvi.. bcr -arol ~ross:~gS, 1 ~-v~gsdorf lvc~/ ~'Ar 1%S/e P/q- / 7015' NAME OF FINANCIAL INSTITUTION A1.A. PRU/7FNT~A 1- eUm ~ c~'T'E2Stt/3IL~ 'r72~S T- gip FINANCIAL . INSTITUTION ADDRESS CITY STATE ZIP P v, !3d X ~f 3 3 3 ~'R~ u r ~~ N ~ c 2 2 p a 9 y a INFORMATION TELEPHONE NUMBER ( $~o) 305- g5fo TYPE OF ACCOUNT ^ SAVINGS ^ CHECKING ^ TRUST ^ CERTIFICATE OF DEPOSIT LIB OTHER SJ~ ACCOUNT ACCOUNT BALANCE (INCLUDE INTEREST TO DATE OF DEATH) C jv S• n ACCOUNT NUMBER INFORMATION 9 d23 shams af' ~ ~~ 3o racy, (~rtc~ o-h Z/~~ C o00 ~ g 2 gg 3 c ACCOUNT TITLE AS APPEARS ON SIGNATURE CARD OR CD = 5 f , O ORIGINAL DATE ESTABLISHED ~Q C) NAME (Last) (First) (Middle Initial) ~ • .. ~ . Slt~ A N G ~2 ~ ~ ~. C. / /q ~ t~A lZ L 777 - • SURVIVING t@I~N~ OWNER ADDRESS oZ ~ ~ 3 /-~ ~S I /N 6 S ,~ R t V C- PERCENT TAXABLE . CITY STATE ZIP CODE INFORMATION m C c H >~ N e e s ~cJ2 6 P~ ~ 7 p S5 RELATIONSHIP TO DECEDENT TELEPHONE NUMBER TAX RATE -fin (~~~) -7(0(~-$35 NAME (Last) (First) (Middle Initial) SURVIVING ADDRESS PERCENT TAXABLE JOINT OWNER CITY STATE ZIP CODE INFORMATION RELATIONSHIP TO DEC[CEI'.T TELEPHONE NUMBER ( ) TAX RATE NAME (Last) (First) (Middle Initial) SURVIVING ADDRESS PERCENT TAXABLE JOINT OWNER CIrY STATE ZIP CODE INFORMATION RELATIONSHIP TO DECEDENT TELEPHONE NUMBER ( ) TAX RATE LIST DEBTS & DEDUCTIONS BELOW Date Paid Payee Description Amount Paid Note: Please attach to receipt Total $ Prudential 000067 ~Illll~lll~ll~l~~llllllll~illll~ll~ll~ll~ll~lllllllll~Il~~ WILLIAM E SWANGER JR C/0 WILLIAM E SWANGER III 2203 HASTINGS DRIVE MECHANICSBURG PA 17055 ~omputershare Computershare Trust Company, N.A. PO Sox 43033 Providence, Rhode Island 02940-3033 V~%ithin the US, Canada ~ Puerto Rico 800 305 9404 Out~irl~ the US: Canada i`r Puerto Rica 732 512 3782 Ulwvv_camputershare.comf;nvestor Prudential Financial Inc. is organized under the laws of the state of NJ. Holder Account Number 00002528835 Company {D SSN/T!N Gertified PRU Yes Prudential 1=inancia! Inc. -Direct Re istration DRS Advice Transaction(s) Date I Transaction Description Total CUSIP I Class SharestUnits Description 10 Apr 2009 Transfer -23.000000 744320102 Common Stock Account Information: Date: 20 Apr 2009 (Excludes transactions pending settlement) Certificate Balance Current Direct I Class Held by You Registration Balance Total ShareslUnits I CUSIP ~ Descri tion p >}.00 0.000000 0.000000 744320102 Common Stack IMPORTANT INFORMATION RETAIN FOR YOUR RECORDS. ?his 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. Mto action on your part is required, unless you wish to deposit your existing certificates, sell or request a certificate, or transfer your book-entry shares. llptm request, the Company will furnish to any sharehdder, without charge, a full statement of the designations, rights (including r~hts under any Companys Rights Agreement, if any), preferences and i~itations 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 iritations of any class a 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 stale agency. 40UDR PRU -~- ~J~"~`"``~`'' QnICSrlu~i?.(}.l).1'Q$.B_S.U~?tx~nnb7iunnn~)ui ~~ Prudential -~ 00021,1, i = II~IIII~I1111~111~1I~I~~llllllll~lllll~ll~llrll~ll~lillllllhl{~~ t. •-• WILLIAM E SWANGER 2203 HASTINGS DR MECHANICSBURG PA 17055-9316 ~,omputershare Cornputershare Trust Company, N.A. PO Box 43033 Providence, Rhode Island 02940-3033 Within the US, Canada 8 Puerto Rico 800 305 9404 Outsd? tl~e U8, Canada 8 Puerto Rico 732 512 3782 b1Fb'VLN.COnlpUtcl'Silare.CGm'InV2StOr Prudential Financial. Inc. is organized under the (aws of the state of NJ. Holder Account Number 00011232949 Company ID SSN{TIN Certified PRU Yes Prudential Financial, Inc. -Direct Registration (DRS} Advice Transactions} Total Date I Transaction Description Sh /U i CUSIP I Class ares n ts Description 20 Apr 2009 Transfer 23.000000 744320102 Common Stock Account Information: Date: 20 Apr 2009 Excludes transactions pending settlement} Certificate Current Total Balance Direct Sharesl Prtce Value ($) CUSIP Class Held by You Registration Units Per Share Description Balance f1.00 61.000000 61.000000 27.520000 1,678.72 744320102 Common Stock 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 dceuments as a record of your ownership of these shares. iito action on your part is required, unless you wish ro 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 (indudirtg rights under any Company s Rights Agreement, if any), preferences and ~rrrtations of the shares of each dass 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 4mitations 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 PRU -~ uux'uu~~,~.c~.u.rals.ti r;-ruinr,o~i rinrN~;t; rD4C1Q .,., . e1..... ~....a_..a nnnixnv n -- ----- -_ _ -- - --- ..a - COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX111-96) NO. CD 01 1447 SWANGER WILLIAM 2203 HASTINGS DRIVE MECHANICSBURG, PA 17055 fold ESTATE INFORMATION: ssN: 182-14-8917 FILE NUMBER: 2109-0334 DECEDENT NAME: SWANGER WILLIAM DATE OF PAYMENT: 07/06/2009 POSTMARK DATE: 07/02/2009 COUNTY: CUMBERLAND DATE OF DEATH: 02/ 10/2009 REMARKS: CHECK# 1858 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 526.19 TOTAL AMOUNT PAID: 526.19 INITIALS: JN SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS