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Home My WebLink About09-03-13 � 1505610105 REV-1500 EX(oz-ii)(FI) � PA Department of Revenue pennsylvania OFFICIAL USE ONLY Bureau of Individual Taxes �""pT�`�� County Code Year File Number Po BoXz8o6oi �RINHERITANCE TAX RETURN �` � �, l,.�� Harrisburg,PA 1�128-o6oi RESIDENT DECEDENT I V ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 204-03-4156 08/04/2010 10/11/1919 DecedenYs Last Name Suffix DecedenYs First Name Mf SI EG 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 p 1. Original Return (� 2.Supplemental Return O 3. Remainder Return(Date of Death Prior to 12-13-82) p 4. Limited Estate O 4a. Future Interest Compromise(date of p 5. Federal Estate Tax Return 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 T0: Name Daytime Telephone Number r�; Ronald P. Sieg, Executor (71�564-1808 ; ao rn m C�E OTER OF NiR�S U�'�Y � T � .� �7 r � r� W :j� � First Line of Address D Vy �;,r � . � r� �� 3737 Sharon Street � c� .... � -T s "� c� b � � _„� Second Line of Address � �`�' --� n Y � � ._ �,�,� `.� --� � � q City or Post Office State ZIP Code � DAT6.�JLED � Harrisburg PA 17111 Correspondent°s e-maii address: rpsieg@verizon.net Under penatties of perjury,I declare 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 knowiedge. SIGNATUR F PERSON RESPO SIB FOR FILING RETURN DATE �� _ �, - q �2�20\2 ADDRESS 3737 Sharon Street, Harrisburg, PA 17111 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 � ],50561D105 15�56101�5 � � � 1505610205 REV-1500 EX(FI) DecedenYs Social Security Number �ecedent's Name: MARTHA L. SIEG 204-03-4156 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. Mort a es and Notes Receivable Schedule D 4. 22,018.44 9 9 ( ) ... .. .. . ..... .. .. .. ... .. ... 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E). .. ... . 5. 6. Jointly Owned Property(Schedule F) O Separate Billing Requested .. ... .. 6. 7. I�ter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested... ... .. 7. 8. Total Gross Assets total Lines 1 throu h 7 8. 22,018.44 ( 9 )..... ... .. .. ..... ... .. .. . .. .. 9. Funeral Expenses and Administrative Costs(Schedule H).. .. .... .. .... ..... 9. 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule I). ....... .. . ... . 10. 11. Totai Deductions(total Lines 9 and 10). . ... ... ... .. .. . . .. .. .. ..... .. . . . 11. 12. Net Value of Estate(Line 8 minus Line 11) ....... .. ....... ... .. .. ... .... 12. 22,018.44 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) . .. .. . .... ... .. .. .. ..... 13. 14. Net Value Sub'ect to Tax Line 12 minus Line 13 14. 22,018.44 1 � ) .. ....... ....... ..... ... TAX CALCULATION-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.0_ 15. 16. Amount of Line 14 taxable at Iineal rate X.0 45 22,018.44 �g. 990.83 17. Amount of�ine 14 taxable at sibling rate X.12 »• 18. Amount of Line 14 taxable at collateral rate X.15 �$• 19. TAX DUE .. .. . ... . .. ....... .. ... . .. .. . .. .. .. ... . .. .. .. .... ... . ... . 19. 990.83 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 � 150561�205 15�5610205 � I REV-1500 EX(FI) Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME MARTHA L SIEG STREETADDRESS CITY - - - --- STATE -- -- ZIP Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 990.83 2. Credits/Payments 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) Fili 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) 990.83 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 properry 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-death bank account or security at his or her death?.............. ❑ ❑ 4. Did decedent own an individual retirement account,annuity or other non-probate property,which containsa beneficiary designation? ........................................................................................................................ ❑ ❑ 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 Jan. 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 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 chiltl 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 decedenYs 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-1507 EX+(6-98) SCNEDULE D COMMONWEALTH OF PENNSYLVANIA MORTGAGES & NOTES INHERITANCE TAX RETURN RECEIVABLE RESIDENT DECEDENT ESTATE OF FILE NUMBER MARTHA SIEG 2010-00836 Ali property jointtyowned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Additional payoff of investment note(Account 3500893270)of Advanta Corp. P 0 Box 15555, 22,018.44 2 Wiimington,DE 19850. Note:This amount is a third distribution and was received on 8/06/2013. This issue is stiil open and an additional final payment is expected. For information,use the address below. AC TRUST c/o FTI Consulting, Inc. 3 Times Square,9th Floor New York,New York 10036 TOTAL(A�so enter on line 4, Recapitulation) a 22,018.44 (If more space is needed,insert additional sheets of the same size) . �... �. :�a AC Trust c/o FTI Consultin�, Inc. 3 Times Square, 9 Floar New York, New York 10036 July 29,2013 Re: In re Advanta Corp., et a� Case No. 09-1393I Bankr.� De� 2009) Dear Claim Holder: Pursuant to and in accordance with the Joint Plan of Advanta Corp., et al., under Chap�ter 11 of the Bankruptcy Code (as supplemented, modified, or amended, the "Plan"), the Trustee of � ii�e nC i rus� aerE�y wri�es to confum thaf it has made a iliird Distribution of certain Liquidating Trust Assets to Liquidating Trust Beneficiaries holding Allowed Claims. The Third Distribution represents a recovery of 17.5 cents on the dollar in respect of retail nate claims against the AC Trust. Combined with the Initial Distribution of 37.6 cents and the second Distribution of 28.1 cents, your cumulative distribution to date is 83.2 cents on the dollar. Please find enclosed a cheek representing your pro rata share of the Third Distribution. By accepting this check, you acknowledge and represent that you are the rightful owner of the claim, that you liave not assigned your cla.im to another party and that the Trust is relying on such acknowledgments and representations. The Third 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, outstanding issues and prospective Trust expenses. The Trustee may make additional distributions to Liquida.ting Trust Beneficiaries holding Allowed Claims in accordance with the terms of the Plan after, axnong other things, resolution of the remaining Unresolved Claims and as Liquidating Trust Assets are monetized. _ ________ If you have any questions or would like additional infortnation, please visit ww�v.ad�=antarear .conl email us at LTReauest�acliauidatinQtru�t com, or ca11 the creditor hotline at 1-866-697-5647. Sincerely, By: /s/Andv Scruton Andrew Scruton Senior Managing Director On behalf of FTI Consulting, Inc., as AC Trustee t Unless otherwise defined herein,capitalized terms shall bear the meaning ascribed to them in the Plan. PAYN�NT SECTION ESTAT�F�Mt;,RTH L. SIEG, RONALD P. SIEG, EXECUTOR 3737 SHARON STREET HARRISBURG PA 17111 � S I 6 I 13 NET CHECK AMOUNT $ 22,018.44 CLAIM #3500893270 FOR ANY QUESTIONS PLEASE CALL THE CREDITOR HOTLINE AT 1-866-697-5647 s ICEt