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HomeMy WebLinkAbout05-07-13 REV-1500 EX(02-11) 1505610143' OFFICIAL USE ONLY PA Department of Revenue Pennsylvania county coca Year File Number Bureau of Individual Taxes X^.arrnexrorasysxus PO BOx.280601 INHERITANCE TAX RETURN 21 12 1198 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth . 11 02 2012 05 19 1963 Decedent's Last Name Suffix Decedent's First Name MI CASHION ,TERRY (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI CASHION BRENDA K Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return ❑ 2. Supplemental Return ❑ 3. Remainder Return(Date of Death Priorto 12-13-82) ❑ 4. Limited Estate ❑ 4, Future Interest Compromise El 5. Federal Estate Tax Return Required (date of death after 12-12-82) G Decedent Died Testate 7 Decade t Maint fined a Living Trust Q 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) ❑ (Attach RGopy of rust) P 9. Litigation Proceeds Received 11 10.S usal P verlVC reditIDate of Death 11 11.Election to tax under Sec.9113(A) biwea 1pi-31-91 and -1-e5) (Attach Schedule O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number GEORGE F DOUGLAS III ESQ 717 249 6333 REGISTER OF WILLS-091E ONE P C fR D C7 CO First Line of Address � � � U'+ :;V 354 ALEXANDER SPRING RO r: M Second Line of Address cr, -''i City or Post Office �.:DATE FILED State ZIP Code I - CARLISLE PA 17015 y= to o Correspondent's e-mail address: gdouglas @salzmannhughes.com Under penalties of perjury,I declare that 1 have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. SIGNATURE-91'PERSON RESPO�NSSIIQLE FOR FILING RETURN DATE Brenda K. Cashion( 2 ,20 / ?j ADDRESS 2 Lee Court, Carlisle, PA 17013 SI ATURE OF PREPAR OTHER THAN REP ESENTATIVE_ DATE �Qs9 C� George F Douglas, 111 Esq. 13 ADIPRESS c ! 354 Alexander Spring Road, Suite 1, Carlisle, PA Side 1 1505610143 1505610143 J 1505610243 REV-1500 EX Decedent's Social Security Number De.d.nt's Name Cashion, Jerry RECAPITULATION 1. Real Estate(Schedule A)....................................................................................... 1. 2. Stocks and Bonds(Schedule B)............................................................................. 2. 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C)......... 3. 4. Mortgages&Notes Receivable(Schedule D)........................................................ 4. 5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 14 , 023 . 18 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6. 2 , 193 . 59 7. Inter-Vivos Transfers&Miscellaneous N{Dq-Probate Property (Schedule G) a Separate Billing Requested............ 7, 147 200 . 00 8. Total Gross Assets(total Lines 1 through 7)........................................................ 8. 163, 416 . 77 9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 3 , 450 . 66 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 47 ,230 . 00 11. Total Deductions(total Lines 9 and 10)................................................................ 11. 50 , 680 . 66 12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 112 , 736 - 11 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J)............................................... 13. 14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. 112 , 736 . 11 TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X.00 13 , 998 . 00 15, 0 . 00 16. Amount of Line 14 taxable 9g 738 . 11 1s. 4 443 . 21 at lineal rate X .045 17. Amount of Line 14 taxable at sibling rate X.12 0 . 00 17. 0 . 00 18. Amount of Line 14 taxable at collateral rate X.1 5 0 . 0 0 18. 0 . 00 19. TAX DUE................................................................................................................ 19. 4 , 443 . 21 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 5 Side 2 1505610243 1505610243 J REV-1500 EX Page 3 File Number 21-12-1198 Decedent's Complete Address: DECEDENT'S NAME Cashion,Jerry STREET ADDRESS 2 Lee Court CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due(Page 2, Line 19) (1) 4,443.21 2. Credits/Payments A. Prior Payments 4,883.00 B. Discount 222.16 Total Credits(A +B) (2) 5,105.16 3. Interest (3) 4_ If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4) 661.95 Check box on Page 2,Line 20 to request a refund 5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) Make Check Payable to: REGISTER OF WILLS, 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;............................................................................... ❑ ❑x b. retain the right to designate who shall use the property transferred or its income;.................................. ❑ ❑x c. retain a reversionary interest;or............................................................................................................... ❑ ❑ d. receive the promise for life of either payments,benefits or care?............................................................ ❑ ❑x 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receivingadequate consideration?.................................................................................................................... ❑x ❑ 3. Did decedent own an"in trust for" or payable upon death bank account or security at his or her death?....... ❑ ❑x 4. Did decedent own an individual retirement account,annuity,or other non-probate property which contains a beneficiary designation?.................................................................................................................. ❑ ❑x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before Jan. 1, 1995,the tax rate imposed on the net value of•transfers to or for the use of the surviving spouse is 3 percent[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 percent [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 fling 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 21 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 percent[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 percent,except as noted in [72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[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. Rev-1508 EX.(11-11)) SCHEDULE E Pennsylvania CASH, BANK DEPOSITS, & MISC. DEPARTMENT OF REVENUE INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Cashion, Jerry 21-12-1198 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointlyowned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 USAA Federal Savings Bank,Account No.01204-2660-9 25.18 2 1999 Buick Park Avenue-VIN 1G4CW52K1X4651224 3,824.00 3 2001 Chrysler PT Cruiser-VIN 3C4FY4BB017523693 2,897.00 4 2005 Chrysler PT Cruiser-VIN 3C3EY55E557286720 7,277.00 TOTAL(Also enter on Line 5, Recapitulation) 14,023.18 (If more space is needed,additional pages of the same size) Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule E(Rev. 11-10) Rev-1509 EX.(01.10) pennsylvania SCHEDULE F DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Cashion,Jerry 21-12-1198 H an easel was made joint within one year of the decadent's date of death,It most De reported on schedule G. SURVIVING JOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT A. Mary W. Cashion 50 Imperial Drive Mother Carlisle, PA 17013 B. Clayton J. Cashion c/o Brenda Cashion Son Carlisle, PA 17013 C. JOINTLY OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOIN MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER.ATTACH DEED FOR ALUEOFASSE INTEREST DECEDENT'S INTEREST JOINTLY-HELD REAL ESTATE, 1 B 02/1612010 USAA Federal Savings Bank-Four Star 4,387.17 50.000% 2,193.59 Checking Account No. 104344601 -Joint with Clayton J.Cashion TOTAL(Also enter on Line 6, Recapitulation) 2,193.59 (If more space Is needed,additional pages of the same size) Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule F(Rev.01.10) Rev-1510 EX.(08-09) SCHEDULE G Pennsylvania INTER-VIVOS TRANSFERS AND DEPARTMENT OF REVENUE INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Cashion,Jerry 21-12-1198 This schedule must Ise completed and fled If the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OECD's EXCLUSION TAXABLE NUMBER THE DATE OF TRAANNSFER SATfACH THEIR CPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET IMEREST (IF APPLICABLE) VALUE 1 Real estate situate at 50 Imperial Court,Carlisle, North 150,200.00 100.000% 3,000.00 147,200.00 Middleton Twp, Cumberland Co., PA-made joint with right of survivorship with Mary W.Cashion, mother, on November 15, 2011,valued at assessment$150,20 x 1%(common level ratio for Cumberland County, PA) TOTAL(Also enter on Line 7, Recapitulation) 147,200.00 (If more space is needed,additional pages of the same size) Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule G(Rev.08-09) REV-1511 EX.(10-09) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERENCE TAX RETURN ED RESIDENT CE ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Cashion,Jerry 21-12-1198 Decedent's debts must be reported on Schedule I. ITEM DESCRIPTION AMOUNT UMBER A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zio Year(s)Commission Paid 2, Attornev's Fees Salzmann Hughes, P.C. 2,500.00 3, Family Exemption: (If decedent's address is not the same as claimant's,attach explanation) Claimant Street Address City State Zio Relationship of Claimant to Decedent 4. Probate Fees 145.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 805.16 See continuation schedule(s) attached TOTAL(Also enter on line 9, Recapitulation) 3,450.66 Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 10-09) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Cashion,Jerry 21-12-1198 ITEM NUMBER DESCRIPTION AMOUNT Other Administrative Costs 1 Register of Wills-filing fees 30.00 2 Salzmann Hughes, P.C.-reimbursement for payment to Cumberland Law Journal for legal 75.00 advertising 3 Salzmann Hughes, P.C. -reimbursement for payment to Cumberland Law Journal for legal 200.16 advertising reimbursement for payment to The Sentinel for legal advertising 4 Salzmann Hughes, P.C.-closing costs and final fees for income tax preparation, postage 500.00 and miscellaneous contingencies in order to administer the estate H-B7 805.16 Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98) Rev-1512 EX.(12-08) SCHEDULE 1 pennsylvania DEBTS OF DECEDENT, DEPARTMENT OF REVENUE INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Cashion,Jerry 21-12-1198 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbumed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 ERA Mortgage Services-1/2 joint mortgage loan account#7123177979 for property located 47,230.00 at 50 Imperial Ct.,Carlisle, PA 17013 TOTAL(Also enter on Line 10, Recapitulation) 47,230.00 (If more space is needed,additional pages of the same size) Copyright(c)2008 form software only The Lackner Group,Inc. Forth PA-1500 Schedule I(Rev. 12-08) REV-1513 EX.(01.10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Cashion,Jerry 21-12-1198 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S)RECEIVING PROPERTY DECEDENT (Words) ($$$) Do Not List stee(s)I• TAXABLE DISTRIBUTIONS [include outright spousal distributions,and transfers under Sec.9116(a)(1.2)] 1 Brenda Katherine Cashion Wife Item Third of the 13,998.00 2 Lee Court Will and Residue Carlisle, PA 17013 2 Mary W.Cashion Mother Schedule G- 96,544.52 50 Imperial Drive Item 1. Carlisle, PA 17013 3 Clayton J. Cashion Son Schedule F 2,193.59 c/o Brenda Cashion 2 Lee Court Carlisle, PA 17013 Total 112,736.11 Enter dollar amounts for distributions shown above on lines 15 throw h 18 on Rev 1500 cover sheet,as appropriate. NON-TAXABLE DISTRIBUTIONS: II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev.01-10) r a LAST WILL AND TESTAMENT OF JERRY CASHION Dated: May 19, 2008 Prepared by: CPT Michael J. Gennett 22 Ashburn Drive Room 105 Carlisle; PA 17013 (717) 245-4940 e v .. u _ 1f , k .. .- Y�. a �f a -f: _ _ v. .• _. 't l •.'l:, ,.�fa '} '.lit,'. ✓ 1 , IS t7 ?•. � ,. .:i• .k ii _ .re ' '�`-. ;ttJ .. , . .,� 'x, 'IfF a � t fJ 1 fT 4 fl Executor may deem proper to deliver any such property or proceeds to said child, or to said child's guardian or any person with whom said child resides for the use of said child, or, if there is a separate trust for the benefit of said child, to my Trustee to be administered as a part of said trust. All costs incurred by my Executor in connection with obtaining possession, appraising, safeguarding, delivering or selling such property shall be paid as expenses of administering my estate. V FOURTH: I give all the rest, residue and remainder of my property and estate, both real and personal, of whatever kind and wherever located, that I own or to which I shall be in any manner entitled at the time of my death (collectively referred to as my "residuary estate"), as follows: (a) If my wife BRENDA KATHARINE CASHION survives me, to my wife outright. (b) If my wife does not survive me, then to those of my children who survive me and to the issue who survive me of those of my children who shall not survive me, per stimes. If, however, any such child then shall be under the age of eighteen (18) years (each such child being hereinafter referred to as a "Beneficiary"), the share of such Beneficiary shall not be paid or distributed to such Beneficiary but instead shall be given to my Trustee and held by my Trustee, IN TRUST, pursuant to the following provisions: (i) My Trustee shall hold, manage, invest and reinvest each share set aside for each Beneficiary in a separate trust for the benefit of such Beneficiary and may pay all or any part of the net income from each such trust to or for the benefit of the Beneficiary thereof, for the health, education, maintenance and support of the Beneficiary, to such extent and at such time or times and in such manner as may be determined in the absolute discretion of my Trustee. Any net income not so paid shall be accumulated and added to principal at least annually and thereafter shall be held, administered and disposed of as a part thereof. (ii) In addition, my Trustee may pay to or for the benefit of each Beneficiary, for the health, education, maintenance and support of each Beneficiary, from the principal of each Beneficiary's trust, such amounts, including the whole thereof, as determined in the absolute discretion of my Trustee. (iii) When any Beneficiary shall attain the age of eighteen (18) years, the trust for such Beneficiary shall terminate and any re- maining principal and income shall be paid and distributed to such Beneficiary, discharged of trust. If such Beneficiary dies before said age, such principal and income shall be paid and distributed to any then living issue of such Beneficiary, per stirpes, or if such 2 ��� Beneficiary has no issue to my then living issue, per stirpes. If any such issue is a beneficiary of a trust under this will, the same may be held in accordance with such trust. If there are no then living issue, the same shall be paid and distributed to the beneficiaries of my residuary estate then in being as provided in this will, or if there are none, to those who would take from me as if I were then to die without a will, unmarried and the absolute owner of the same, and a resident of the Commonwealth of Pennsylvania. (c) If my wife does not survive me and there shall be no issue of mine then living, my residuary estate shall be paid and distributed to those of MARY F. CASHION and MARTHA G. DUNNING who survive me, in equal shares. (d) If none of the beneficiaries described above shall survive me, then I give my residuary estate to those who would take from me as if I were then to die without a will, unmarried and the absolute owner of my residuary estate, and a resident of the Commonwealth of Pennsylvania. FIFTH: If any principal or income of my estate or any trust hereunder vests in absolute ownership (free of trust hereunder) in a minor or incompetent, my Executor or Trustee, at any time and without court authorization, may: distribute the whole or any part of such property to the beneficiary; or use the whole or any part for the health, education, maintenance and support of the beneficiary; or distribute the whole or any part to a guardian, committee or other legal representative of the beneficiary, or to a custodian for the beneficiary (including a custodian appointed by my Executor or Trustee without court order) under any gifts to minors or transfers to minors act, or to the person or persons with whom the beneficiary resides. Evidence of any such.distribution or the receipt therefor executed by the person to whom the distribution is made shall be a full discharge of my Executor and Trustee from any liability with respect thereto, even though my Executor or Trustee may be such person. If such beneficiary is a minor, my Executor or Trustee may defer the distribution of the whole or any part of such property until the beneficiary attains the age of eighteen (18) years, and may hold the same as a separate fund for the beneficiary with all of the powers described in Article SEVENTH hereof. If the beneficiary dies before attaining said age, any balance shall be paid and distributed to the estate of the beneficiary. SIXTH: I appoint my wife BRENDA KATHARINE CASHION to be my Executor. I appoint MARY F. CASHION to be my Trustee. I direct that no Executor or Trustee shall be required to file or furnish any bond, surety or other security in any jurisdiction. SEVENTH: I grant to my Executor and Trustee all powers conferred on executors and trustees under the Pennsylvania Probate, Estates and Fiduciaries Code, as amended, or any successor thereto, and all powers conferred upon executors and trustees wherever my Executor or Trustee may act. I also grant to my Executor and Trustee power to retain, sell at public or private sale, exchange, grant options on, invest and reinvest, and otherwise deal with any kind of property, real or personal, for cash or on credit; to borrow money and encumber or pledge any property to secure loans; to hold property in bearer form or in the 3 C 1--- name of a nominee; to render liquid my estate or any trust in whole or in part, at any time and from time to time, and to hold cash or readily marketable securities of little or no yield for such periods as my Executor or Trustee shall deem advisable; to exercise all powers of an absolute owner of property; to incorporate any business and form limited liability companies and hold any interests in corporations and limited liability companies; to vote stock or securities, in person or by proxy; to exercise subscription and conversion rights, and to participate or refuse to participate in any reorganization, recapitalization, merger, consolidation, liquidation, dissolution or other action with respect to any corporation; to transfer any business or property to a partnership and to be a general or limited partner; to compromise and release claims with or without consideration; to execute and deliver instruments, including releases; to change the situs or governing law of any trust hereunder to any state my Executor or Trustee from time to time may deem desirable; and to employ attorneys, accountants and other persons for services or advice. The term "Executor" wherever used herein shall mean the executors, executor, executrix or administrator in office from time to time. The term "Trustee" wherever used herein shall mean the trustees or trustee in office from time to time. Each Executor and Trustee shall have the same rights, powers, duties, authority and privileges, whether or not discretionary, as if originally appointed hereunder. The determination of my Trustee as to the amount or advisability of any discretionary payment of income or principal from any trust hereunder shall be final and conclusive on all persons, whether or not then in being, having or claiming any interest in such trust. Upon making any such payment, my Trustee shall be released fully from all further liability therefor. EIGHTH: I direct that for purposes of this will a beneficiary shall be deemed to predecease me (or any other person upon whose death the interest of such beneficiary depends) unless such beneficiary survives me (or such other person) by more than thirty days. The terms "child," "children" and "issue" as used in this will include children and issue hereafter born. NINTH: No disposition, charge or encumbrance on any income or principal of any trust hereunder or my estate by any beneficiary thereof shall be valid or binding upon my Executor or Trustee. No beneficiary shall have the right to assign, transfer, sell, pledge, encumber, anticipate or otherwise dispose of any such income or principal until the same shall be paid to such beneficiary by my Executor or Trustee. No such income or principal shall be subject in any manner to any claim of any voluntary or involuntary creditor of any beneficiary or liable to attachment, garnishment, execution or other legal or equitable process prior to its actual receipt by the beneficiary. TENTH: If my wife shall not survive me or is adjudged to be incapacitated, I appoint MARY F. CASHION to be the Guardian of the person and property of any children of mine who have not attained the age of majority. No Guardian shall be required to file or furnish any bond, surety or other security in any jurisdiction. If my Trustee or any trust hereunder is the beneficiary of any life insurance policy, my Trustee shall be entitled to the insurance proceeds rather than the Guardian. 4 FK- ELEVENTH: I have served in the Armed Forces of the United States. I therefore request that my Executor make appropriate inquiries to ascertain whether there are any benefits to which I, my dependents or my heirs may be entitled by virtue of any military affiliation. I specifically request that my Executor consult with a retired affairs officer at the nearest military installation, the Department of Veterans Affairs, and the Social Security Administration. IN WITNESS WHEREOF, I, JERRY CASHION, sign my name and publish and declare this instrument as my last will and testament this 19th day of May, 2003. RRY CASHION The foregoing instrument was signed, published and declared by JERRY CASHION, the above-named Testator, to be his last will and testament in our presence, all being present at the same time, and we, at his request and in his presence and in the presence of each other, have subscribed our names as witnesses on the date above written. mlk k_ — �anhal� cv` having an address at p cadWi __ r i7b13 having an address at 5 MILITARY TESTAMENTARY INSTRUMENT SELF-PROVING AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA, COUNTY OF CUMBERLAND, ss. We, the Testator and the witnesses, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that in the presence of the military legal counsel and the witnesses the Testator, JERRY CASHION, signed and executed the instrument as his military testamentary instrument, that he had signed willingly, and that he executed it as his free and voluntary act and deed for the purposes therein expressed. It is further declared that each of the witnesses, at the request of the Testator, in the presence and hearing of the Testator, the military legal assistance counsel and each other, signed the military testamentary instrument as witness, and that to the best of his or her knowledge the Testator was at the time at least eighteen years of age or emancipated, of sound mind, and under no constraint, duress, fraud or undue influence. J Y Y CASHION n Testator 4C prnt. e rxy F c-n Witness print: Witness Subscribed, sworn to and acknowledged before me by the said JERRY CASHION, Testator, and subscribed and sworn to before me by the above-named witnesses, this 19th day of May, 2008. I, the undersigned officer, do hereby certify that I am, on the date of this certificate, a person with the power described in Title 10 U.S.C. 1044a of the grade, branch of service, and organization stated below in the active service of the United States Armed Forces, or an authorized civilian attorney under Title 10 U.S.C. 1044a, and that by statute no seal is required on this certificate, under authority ranted me by Title ]0 U.S.C. 1044a. Name of Officer and Position: Michael J. Gennet , qui e Grade and Branch of Service: 0-3, USAR Command or Organization: 153rd LSO, 99th RRC Cumberland County Tax Reassessment Value Lookup:Details Page 1 of 1 Detailed Results for Parcel 29-15-1251-066. in the 2010 Reassessment Database Municipality: 29- NORTH MIDDLETON TWP Property Type: R School District: 3-CARLISLE AREA SD Owner: Mary W. Cashion and Parcel ID• 29-15-1251-066. Jerry Cashion House so Taxable Status: Taxable Property Number: Street: IMPERIAL COURT Old Assessed - Land: 26930 New Assessed - Land: 30000 Old Assessed - Buildings: 63976 New Assessed - Buildings: 120200 Old Assessed - Total: 110900 New Assessed - Total: 150200 Old CG Assessed - Land: NOT New CG Assessed - Land: NOT Old CG Assessed - APPLICABLE New CG Assessed - APPLICABLE Buildings: Buildings: Old CG Assessed - Total: New CG Assessed - Total: 12/5/2012 1999 Buick Park Avenue Sedan 4D Trade In Values -Kelley Blue Book Page 1 of 3 ZIP CODE.17013 1 Sign in;or Sgn home I car values I cars for sale I car reviews I kbb top picks I research tools 1> Popular at KBB.com First acs.New 2014 Models aJ.eros . wha ad,' Buick Park Avenue L 1999 go Hone>Car Values> Buck> Park Avenue> 1999 >Style >Wons>Sedan 4D _ Your Blue Book®Value Snow used CarPnces l Pnce Your Ned Car 1999 Buick Park Avenue _ Style�Sedan 4D - - SPECIAL 24 MONTH IEASE INCIUDEB 2 years ond Scheduled M role Pond-,OnStor edit aptlonsi[hange style Mileage: 100000 change lire tks ar �mj2a11WEJOQ E 0NO IESDs RR NO FOR 7a MIM n 32,469 DUE At]EASE Trade-In Value Private Party Value $ 19 aGrsRF° _jM&, sNrer trading h at a deskrskp when sc hg the 0,yourself 6�onnt Report Excellent A,aa' $4,174 Shop for your next car price a new car Very Good $3,924 Good Instant Trade-In Offer get the offer a a $3,824 LEARN Fair MORE y $3,274 Sell your current car place an ad fr Verify Condition rt' 866-!87,5.542 Values valid until Be the first to know 11/29/2012 follow this car ,d,Krym,�,r whr aes+ (updatmweekro3 when values change Helpful resources from kbb.com Write a Review Check Specs SellYour Car Own it?lwe n?Tell us Know,your ra nsde Use our Tim&Took. am out. Search Cars for Sale Get a Used Car Report near Carlisle Get the Information You Need on This Built O Park Avenue 1999 Buick Before You Buy ad.emwenens why ahi search Enter V/N(opt/ona/) go report today and run NNS as y0Q ioFW0g111,ed Cars I My Saved Cars save car rw http://www.kbb.com/buick/park-avenue/1999-buick-park-avenue/sedan-4d/?vehi cleid=SO... 11/26/2012 2005 Chrysler PT Cruiser Touring Convertible 2D Trade In Values - Kelley Blue Book Page 1 of 3 11 ZIP CCDC.17013 I Sign i,for S.gn aPl home I car values I cars for sale I car reviews I kbb top picks I research toots Pi90Gl�EIJ/f/E 144 Popular at K88.com Ssopa you ten u:. _ emr, uun ' DP Code: Frst Pte:Nev 2014 Mode's aaw mmr "M'ausr Home>Car Values>Chrysler> Ti Censer >2005>SY. e >Opums> Chief _ PT Cruiser y 2005 UP Touring Conrenlble 2D Your Blue Book®Value shov u,ed Car Pies I Price Your Nest Car 2005 Chrysler PT Cruiser PROGRErr/UE sty1c'"r-wring Convertible 2D,--f 5750 Ell =� The Name Your ' ! Price°Tool. edit opnonsichange style Mileage: 55000 changa ute teas ar Trade-In Value Private Party Value when Pall n at a d ayRhW where sdin,de rar vourse f OsPnt 0.eport Excellent h,ads, $7,577 Shop for your next car price a new car Very Good $7,277 Instant Trade-In Offer Good instant the offer $7,102 Fair $6,277 Sell your current car place an ad Verify Condition find out nn:e Values valid until Be the first to know 11/29/2012 when values change follow this car ed.arasmrtv .ns six, Helpful resources from kbb.com Write a Review Check Specs Sell Your Car D.vn d?lae it?Tell u& Knevr your of msde Use our Tips R Tod& and out. Cars for Sale Get a Used Car Report near Carlisle 2005 Chrysler PT Cruiser Get the Information You Need on This 2005 Chrysler Before You Buy 8 for Sale Near You view ------ Rmendy Vexed Cars I My Saved Car, save car http://www.kbb.com/chrysler/pt-cruiser/2005-chrysler-pt-cruiser/touring-convertible-2d/?... 11/26/2012 2001 Chrysler PT Cruiser Sport Wagon 4D Trade In Values - Kelley Blue Book Page 1 of 3 w ZIP COCE:17013 I Sign m;a Sign.P; home I car values I cars for sale I car reviews I kbb top picks I research tools 17,70D z& Popular at KBB.com BIG HORW CREW Cipisuvrii Wm 53.11M �i� rmi First Pc-New,2014 ModeK s adaraemem 4w.ads+ Chrysler j_, PT Cruiser 2001 90 Hone>Car Values>Chrysler > P(Crmser>2MI >Stile >Opircm> Sport Wagon 4D Your Blue Boo Value Shay Used Car Prrces l Prue YOm NW Car 2001 Chrysler PT Cruiser PNOG9ED/4E style:_SPort Wagpn 40,, TRY SNAf1 OT GSNP _ @YiW FREE edit options change style Mileage:80000 change Like Mon ,FOR 30 DAYS Trade-In Value Private Party Value �F• when nailirg in at a deakrship when selling om tar yourself sport Report V � J' f Excellent +4„er,aa*^-m "Marx $3,197 Shop for your next car price a new ear Very Good $2,997 KBB.com Instant Trade-In Offer Good get the offer $2.897 Fair $2,372 Sell your current car place an ad Verify Condition firW out more Values valid until Be the first to know follow this car 11/29/2012 (aPdatetlw Iy) when values change Helpful resources from kbb.com Write a Review Check Specs Sell Your Car own it?Lose a?Tell us. Know your car inside use our Tips&Tods and M. Search Cars for Sale Get a Used Car Report near Carlisle Get the Infortna0on You Need on This �iyslcr _�j P7 Cruiux L' 2001 Chrysler Before You Buy search _ Infer-YIN(nnticrnihi) Recently vewed Cars I My Saved Cars save car . http://www.kbb.com/chrysler/pt-cruiser/2001-chrysler-pt-cruiser/sport-wagon-4d/?vehicl... 11/26/2012 USAA FEDERAL SAVINGS BANK (JS © 10750 McDermott Freeway San Antonio,TX 78288-0544 Tamera S. Siegrist January 25, 2013 Salzmann Hughes, P.C. —Attorneys at Law 354 Alexander Spring Rd, Ste. 1 Carlisle, PA 17015 RE: Estate of Jerry Cashion Dear Ms. Siegrist: As requested, we're providing the information regarding the accounts of Jerry Cashion as of the date of his death. sPnnapal Accrued AccountType: Accountit Oate Opened _Name on Account Balance on COD7 interest; Four Star 120426609 01/31/2011 Jerry Cashion $ 25.18 $0.00 Checking . Four Star Clayton J. Cashion Checking 104344601 02/16/2010 or $4,387.16 $0.01 Jerry Cashion Four Star Brenda Cashion Checking 118489429 12/16/2010 (current $3,539.04 $0.02 registration) Four Star 38083574 12/01/2006 Brenda Cashion $3,472.82 $0.00 Checking (current registration) Brenda Cashion USAA Savings 38083566 12/01/2006 (current $2,552:36 $0.01 registration) If you have questions, please call a member service representative at 1-800-531-1045, extension 7-3355. Thank you, NGkvCa4VL�V.& Niki Castillo Survivor Relations, Bank Services Payment Statement Page 1 of I J SNIT have questions? Call 877-461-2431 Vaur Account information User Profiles Commh lnformmion Welcome.MARY W CASHION My Account: 7123177979 Loan Information $elect Different A statements Payments MassaoelDocumenlC Resource Censer FAD. Somecwner'c Assistance Overview Acivn Escrow lnformaLOn Yes,End Yea F _ _dmfonnarion PMUnfortnaarn 877-461-24$1 Borrower: µCRY W CASHION Co Borrower JERRY CASHION Loan:7123177979 Heme Phone: 717-713-1636 Mailing Address W IMPERIAL CT.CARLISLE.PA 170138113 Other Phone. 717-713-1636 Loan Type Conventional wieloul PMl Onginal Loan Amount 696,00000 Pnnapal Balance $9446082 Interest Rate 4.030% Loan Mai Date 120112°41 Payment Information Having trouble making mortgage payments? Click here for Helot Year to Date Totals Bnbng Mode Coupon Book Pnnapal 61539.18 Firs Payment Date, 0110112012 Interest 53.520.71 Last Payment Date 11/0112012 Ineuranre $44300 Next Payment Date.12101/2012 GG. Taxes $2,26202 Payment Due: $683.72 Miscellaneous $0,00 /yr'P� t•s y Payment comprised of thefollowing amounts Payment Due $68372 Pnnapal and interest. $45999 '�,�.I�y7 fA �`s•" City Tax $3676 Hazard Escrow: $3658 Other Taxes: $150.39 Miscellaneous'. Alt infeament n•mewed on this slte is stem through a secure conneaiom.Any mfoonaoon you exchange with this sae ean not be viewed by anyone else on the Web Account imenha0on Is updated daily at 8:00 am Tuesday-Sunday Account acbxlY tram Saldmay to Monday well be available by 8'0U am Tuesday Pnvaq&Secwity I Terms of Use https://Www.mortgagequesti ons.com/home/15882/1 andscape?j pi d=MQPaymentStatement... 11/11/2012