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Home My WebLink About12-26-121505610105 REV-1500 °` IO2-11' ~~' OFFICIAL USE ONLY PA Department of Revenue pennsylvarria Bureau of Individual Taxes °~""""""~"~""~ County Code Year File Number PO BOx ~8o6oi INHERITANCE TAX RETURN Harrisburg. PA iT128-0601 RESIDENT DECEDENT ~ ~ L(`~ ~~j~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 08/04/2010 10/11 /1919 Decedent's Last Name Suffix Decedents First Name MI SIEG MARTHA L (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW O 1. Original Retum ~ 2. Supplemental Retum O 3. Remainder Retum (Date of Death Prior to 12-13-82) O 4. Limited Estate p 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Retum Required death after 12-12-82) O 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) {Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. Election to Tax under Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime T~phone Numb ~ Ronald P. Sieg, Executor (717) 5~-~08 .-~ First Line of Address 3737 Sharon Street Second Line of Address City or Post Office State ZIP Code Harrisburg PA 17111 Correspondent's e-mail address: rpSleg@VerIZOn.net ..Y,, F i RE T~ ,. LLS'USE Ot~1C] r ~. rn A' ~ :?-~ rv rn r~ i f~~t ~,? re ~ t~ t .. ~, ,...,,t ~a .. --~ ' ' = A ca '`~ ~=-' 1 " f~'t ~- ,,,.:. C.,l U> Q ca "n DATE FILED ~~~~~~ Nriianros yr pequry, i aeciare that I 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. SIGNATU OF PERSON RESP SI E FOR FILING ~ U N DATE ADDRESS G• (Z ZZ ~ Z 3737 Sharon Street, Harrisburg, PA 17111 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1505610105 J 4~' ~ 1505610205 REV 1500 EX (FI) Decedent's Social Security Number I~cedent's Name: MARTHA L. SIEG 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 and Notes Receivable (Schedule D) ........................... 4. 35,335.97 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 7. Inter-Vvos Transfers & Miscellanea~s Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1 through 7) ............................. 8. 35,335.97 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 10. Debts of Decedent, Mortgage Liabilities and Liens (Sd~redule I) ............... 10. 11. Total Deductions (total Lines 9 and 10) ................................. 11. 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 35,335.97 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. 35,335.97 TAX CALCULATION - 3EE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (ax1.2) X .0_ 15. 16. Amount of Line 14 taxable at Iineal rate X .0 45 35, 335.97 1 g. 1, 590.12 17. Amount of Line 14 taxable at sibling rate X .12 17 18. Amount of Line 14 taxable at collateral rate X .15 18 19. TAX DUE ..................................................... .... 19. 1,590.12 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610205 1505610205 J REV 1500 EX (FI) Page 3 Decedent's Complete Address: File Number DECEDENTS NAME martha I sieg STREET ADDRESS - CITY STATE ZIP Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 1, 590.12 2. CreditslPayments A. Prior Payments _ B. Discount Total Credits (A + B) (2) 0.00 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (3) Fill in oval on Page 2, Line 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) 1, 590.12 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 .................................................................................... ...... ^ ^ b. retain the right to designate who shall use the property transferred or its income ...................................... ...... ^ ^ c. retain a reversionary interest .................................................................................................. ^ d. receive the promise for life of either payments, benefits or care? ................................................................ ...... ^ ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ........................................................................................................ ...... ^ ^ 3. Did decedent own an "in trust for+' or payable-upon~ieath bank account or security at his or her death? ......... ..... ^ ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ........................................................................................ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R 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 Jan. 1, 1995, the tax rate imposed on the net value of transfers tv or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)J. 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 benefiaary. 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)J. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [T2 P.S. §9116(a)(1.3)]. Asibling 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-1507 EX+ (6-98) SCMEpYLE p COMMONWEALTH OF PENNSYLVANIA MORTGAGES 8c NOTES INHERITANCE TAX RETURN RECEIVABLE RESIDENT DECEDENT ESTATE OF FILE NUMBER MARTHA SIEG 2010-00836 All properly jointlyowned with right of surrivaship nwst be disclosed on Schedule F. ITEM NUMBER VALUE AT DATE DESCRIPTION ~ DEATH 1 Addiiional payoff of investment note (Account 3500893270) of Advanta Corp. P 0 Box 15555, 35, 335.97 D 2 ~Imington, DE 19850. Note: An earlier partial payoff from this company was included in the original tax return. This amount is a second distribution and was received 12/20/2012. This issue is still open and an additional payment is expected. TOTAL (Also enter on line 4, Recapitulation) S I 35, 335.97 (If more space ~ needed, insert addfiorral sheets of the same s¢e) AC Trust c% FTI Consulting, Inc. 3 Times Square, 9 Floor New York, New York 10036 December 6, 2012 Re: In re Advanta Corp., et al Case No. D9~13931 Bankr. D. Deb 2009) Dear Claim Holder: Pursuant to and in accordance with the Joint Ply of Advanta Corp., et a1•" under Chapter 11 of the Bankruptcy Code (as supplemented, modified, or amended, the "Plan"), the Trustee of _ _ -__- - _ -the - 'tes-te-confirm---that-it-~as made--a s~oad: -- Risen oi" r~rtaia - -- Liquidating Trust Assets to Liquidating Trust Beneficiaries holding Allowed Claims. The second Distribution represents a recovery of 28.1 cents on the dollar in respect of retail note claims against the AC Trust. Combined with the Initial Distribution of 3 7.6 cents, your cumulative distribution to date is 65.7 cents on the dollar. Please find enclosed a check representing your pro rata share of the second Distribution. By accepting this check, you acknowledge and represent that you are the rightful owner of the claim, that you have not assigned your claim to another party and that the Trust is relying on such acknowledgments and representations. The second Distribution is being made in accordance with the terms of the Plan and reflects total cash available for distribution after accounting for appropriate and necessary reserves. Such reserves account for, among other things, Unresolved Claims and prospective Trust expenses. The Trustee may make additional distributions to Liquidating Trust Beneficiaries holding Allowed Claims in accordance with the terms of the Plan after, among other things, resolution of the remaining Unresolved Claims and as Liquidating Trust Assets are monetized. If _ you have any questions or would .like additional .information, please visit www.advantareorg.com email us at LTRequest(a~,acliquidatingtrvst com or call the creditor hotline at 1-866-697-5647. Sincerely, By: /s/ Andy Scruton Andrew Scruton Senior Managing Director On behalf of FTI Consulting, Inc., as AC Trustee ' Unless otherwise defined herein, capitalized terms shall bear the meaning ascribed to them in the Plan. PAYMENT SECTION ESTATE OF MARTH L. SIEG RONALD P. SIEG, EXECUTOR 3737 SHARON STREET HARRISBURG PA 17111 ~-z--l Z~ 1 ~ z NET CHECK AMOUNT $ 35,335.97 REF: ACCOUNT NO. 3500893270 PLEASE CALL THE CONTACT LISTED BELOW WITH ANY QUESTIONS REGARDING THIS PAYMENT. THE CREDITOR HOTLINE AT 1-866-697-5647 ICE1