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                                              (ET+) 02-22
                                                                                             OFFICIAL USE ONLY
                       REV-488 
                                                                        STATEMENT OF  
                                                                        FINANCIAL CONDITION  
                                                                        FOR INDIVIDUALS
      If additional space is needed, attach separate sheet

      SECTION I                TAXPAYER INFORMATION                                                       MM/DD/YYYY
Start  Taxpayer’s Name                                                                              Date of Birth     SSN
Ü
       Taxpayer’s Street Address

       City                                                              County                                State  ZIP Code

       Spouse’s Name (if applicable)                                                                Date of Birth     SSN

       Spouse’s Street Address (if different from above)

       City                                                              County                                State  ZIP Code

       Phone Number                                      Marital Status                       Number of Exemptions Claimed on W-4

      SECTION II               EMPLOYMENT INFORMATION
       Employer or Business Name

       Employer or Business Street Address

       City                                                              County                                State  ZIP Code

       Business Phone Number     Occupation                              Paydays  Fill In Appropriate Oval
                                                                                       Wage Earner        Partner    Sole Proprietor
       Spouse’s Employer or Business Name

       Employer or Business Street Address

       City                                                              County                                State  ZIP Code

       Business Phone Number     Occupation                              Paydays  Fill In Appropriate Oval
                                                                                       Wage Earner        Partner    Sole Proprietor
      SECTION III              PERSONAL INFORMATION
       Name of Next of Kin or Other Reference                                                              Phone Number

       Next of Kin or Other Reference Street Address

       City                                                              County                                State  ZIP Code

       Dependents Living in Your Household (exclude husband and wife)
      AGE                            RELATIONSHIP                       AGE                  RELATIONSHIP

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                     REV-488 (ET+) 02-22
SECTION IV            GENERAL FINANCIAL INFORMATION
 Latest PA Income Tax Return Filed (Tax Year)                     Adjusted Gross Income on Return

 Bank Accounts (include Savings and Loans, Credit Unions, IRA and KEOUGH accounts, Certificates of Deposit, etc.)
   NAME OF INSTITUTION                        ADDRESS                   TYPE OF ACCOUNT    ACCOUNT NUMBER                  BALANCE
                                                                                                                          $
                                                                                                                          $
                                                                                                                          $
                                                                                                                          $
                                                                                      TOTAL (Enter in Section V, Line 2)  $
 Bank Charge Cards, Lines of Credit, etc.
TYPE OF ACCOUNT              NAME AND ADDRESS                           MONTHLY         CREDIT LIMIT AMOUNT OWED           CREDIT AVAILABLE
   OR CARD             OF FINANCIAL INSTITUTION                         PAYMENT

                                                                  $                   $               $                     $

                                                                  $                   $               $                     $

                                                                  $                   $               $                     $

                                                                  $                   $               $                     $
                              TOTAL (Enter in Section V, Line 8)  $                   $               $                     $
 Safe Deposit Boxes Rented or Accessed (list all locations, box numbers and contents)
   BOX NUMBER                                 SAFE DEPOSIT BOX LOCATION                                          CONTENTS

 Real Estate Property
   REAL PROPERTY DESCRIPTION                  TYPE OF OWNERSHIP                      ADDRESS (INCLUDE COUNTY AND STATE)

 a.

 b.

 c.

 d.
 Life Insurance
   NAME OF LIFE INSURANCE COMPANY             POLICY NUMBER             TYPE               FACE VALUE            AVAILABLE LOAN VALUE
                                                                                         $                        $
                                                                                         $                        $
                                                                                         $                        $
                                                                                         $                        $

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                       REV-488 (ET+) 02-22
SECTION IV               GENERAL FINANCIAL INFORMATION (cont.)
Additional Information (court proceedings, bankruptcies, repossessions, recent transgers of assets for less than full value, anticipated 
increases in income, condition of health, etc., include information on trusts, estates, retirement plans, etc., on which you are a participant 
of beneficiary)

SECTION V                ASSET AND LIABILITY ANALYSIS
       (A)                                (B)                 (C)         (D)            (E) 
ASSET OR LIABILITY                        DESCRIPTION   CURRENT MARKET    LIABILITIES  AMOUNT OF MONTHLY 
                                                              VALUE       BALANCE DUE    PAYMENT

1. Cash
                                                       $
2. Bank Accounts
                                                       $
3. Stocks, bonds,  
   investments                                         $                $               $
4. Cash or loan value  
   of insurance                                        $                $               $

5. Vehicles (model,      a.                            $                $               $
   year, license)
                         b.                            $                $               $

                         a.
6. Real Property                                       $                $               $

                         b.                            $                $               $

                         a.
7. Other Assets                                        $                $               $

                         b.                            $                $               $
8. Bank Revolving 
   Credit                                              $                $               $

                         a.
9. Other Liabilities                                   $                $               $
   (include judgements, 
   notes and other       b.                            $                $               $
   charge accounts)
                         c.                            $                $               $
10. Federal Taxes Owed
                                                       $                $               $
11. State Taxes Owed
                                                       $                $               $
12. TOTALS
                                                       $                $               $

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                        REV-488 (ET+) 02-22
SECTION VI               INCOME AND EXPENSE ANALYSIS
PART A - INCOME
                                           SOURCE                                                                   GROSS    NET
13. Wages/Salary (Taxpayer)
                                                                                                                  $         $
14. Wages/Salary (Spouse)   to be completed if you are married even if your spouse is not liable for the tax.   
This information is necessary in order for the Department of Revenue to calculate household income and expenses.  $         $
15. Interest - Dividends
                                                                                                                  $         $
16. Net business Income (from Form REV-484 or REV-488)
                                                                                                                  $         $
17. Rental Income
                                                                                                                  $         $
18. Pension (Taxpayer) Source:
                                                                                                                  $         $
19. Pension (Spouse) Source:
                                                                                                                  $         $
20. TOTAL
                                                                                                                  $         $
PART B - NECESSARY LIVING EXPENSES
21. Rent/House Payment
                                                                                                                            $
22. Groceries
                                                                                                                            $
23. Allowable Installment Payments
                                                                                                                            $
24. Utilities
                                                                                                                            $
25. Transportation
                                                                                                                            $
26. Insurance
                                                                                                                            $
27. Medical
                                                                                                                            $
28. Estimated Tax Payments (federal-state)
                                                                                                                            $
29. Other Expenses (specify)
                                                                                                                            $
30. TOTAL
                                                                                                                            $
31. Net Difference (income less necessary living expenses)
                                                                                                                            $
SECTION VII              CERTIFICATION
Under penalties of perjury, I declare that to the best of my knowledge and belief this statement of assets, liabilities and other information is true, correct 
and complete.                                                                                                                MM/DD/YYYY
 Print Name                                                Signature                                                          Date
                                                                     SIGN AFTER PRINTING
 Spouse, Attorney or Accountant Print Name                 Spouse, Attorney or Accountant Signature (POA Attached)            Date
                                                                     SIGN AFTER PRINTING

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                                                                  Instructions for REV-488 
REV-488 IN (ET+) 02-22                                            Statement of Financial Condition for Individuals  
                                                                  Report insurance information as verified through your 
         GENERAL INFORMATION
                                                                  insurance agent.  
The Statement of Financial Condition for Individuals              ADDITIONAL INFORMATION 
provides the Pennsylvania Department of Revenue with 
credit and statistical information that will be utilized in       Report any extraordinary situations, such as recent transfers 
evaluating an individual’s financial status. Every line of the    of assets, court proceedings and anticipated changes in 
financial statement must be completed and should reflect          employment.   
accurate information and amounts. If a line is not applicable 
to you, respond "N/A". An incomplete Statement of Financial                          SECTION V                        
Condition for Individuals will not be considered. 
                                                                  ASSET AND LIABILITY ANALYSIS 
The Statement of Financial Condition for Individuals is           This section resembles a balance sheet and should reflect 
presented in six sections. Instructions are provided only for     accurate amounts for assets owned and debts owed. 
lines requiring clarification. Most of the requested items are 
self-explanatory and need no further interpretation. 
                                                                                          LINE 1
                                                                                                                      
         LINE INSTRUCTIONS                                        CASH 
                                                                  Report actual cash on hand, not cash in banks or other 
                       SECTION I                                  financial institutions. 
TAXPAYER INFORMATION 
                                                                                          LINE 5
Please verify the Social Security numbers reported.                                                                   
                                                                  VEHICLES 
                       SECTION II
                                                                  Report the current market value of your vehicle(s) as 
EMPLOYMENT INFORMATION                                            determined in an automobile blue book or by other property 
This section should report all full-time and/or part-time         valuation sources. 
employers that currently make payment(s) to you in the form 
of wages, salaries and/or commissions for services                                        LINE 7
                                                                                                                      
performed. You may provide attachments if necessary.  
                                                                  Report other assets such as furniture, recreational vehicles, 
                       SECTION III                                recreational or hobby tools, machinery and equipment and 
                                                                  miscellaneous household assets. 
PERSONAL INFORMATION 
Provide personal and household information regarding you,                                 LINE 9
your spouse and/or your dependents.                                                                                   
                                                                  Report all other liabilities and debts owed for medical bills, 
                                                                  dental bills and educational expenses, including any formal 
                       SECTION IV                      
                                                                  promissory note, loan arrangement or financial obligation 
GENERAL FINANCIAL INFORMATION                                     currently assigned to you. 
All information furnished in this section should be verified 
for accuracy. The department may conduct an inquiry to                               LINES 10 - 11
substantiate this information.                                                                                        
                                                                  FEDERAL/STATE TAXES OWED 
BANK CHARGE CARD 
Include any line of credit available to you from a company credit Report all delinquent federal and state taxes. 
union.   
                                                                                          LINE 12
REAL PROPERTY                                                                                                         
Report all business real estate holdings as well as your          TOTALS 
personal residence.                                               Report totals for all entries made in each column. 

www.revenue.pa.gov                                                                                REV-488            1
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                 SECTION VI                                                      LINE 23
                                                                                                                   
MONTHLY INCOME AND EXPENSE ANALYSIS                           Report allowable installment payments, the minimum 
Report all sources of income, both gross and net, earned      payments on secured or legally perfected debts (car 
and/or received on a monthly basis and all sources of         payments, judgments, etc.). Do not include payments on 
necessary living expenses paid and/or incurred on a monthly   encumbered assets (boats, recreational vehicle, etc.), 
basis. Additional lines have been provided for reporting      which are not necessary living expenses. 
income and/or expense items not already itemized in 
Section V. Each entry should be verified for accuracy. The                       LINE 30
                                                                                                                   
department may request supportive documents to 
substantiate this information.                                TOTAL 
                                                              Report total expenses from all liability sources identified 
                 LINES 13 - 14                                under Lines 21-29. 
                                                   
WAGES/SALARY                                                                     SECTION VII
                                                                                                                   
Report gross and net income figures obtained from all of 
                                                              CERTIFICATION 
your wage statements. If you are paid on a weekly basis, 
multiply your weekly gross and net salary by 4.3 to arrive at Signature by you, your spouse or your attorney/accountant 
your monthly gross and net income.                            (POA attached), certifies that statements and entries 
                                                              contained in the Statement of Financial Condition for 
                 LINE 20                                      individuals and/or accompanying schedules are correct to 
                                                              the best knowledge and belief of the undersigned.   
TOTAL INCOME 
                                                              Provide your signature along with the date your signature 
Report total income, both gross and net, from all income      was posted. If a joint income tax return was filed, your 
sources identified under Items 13-19.                         spouse’s signature must also be provided.

                 LINES 21 - 29
                                                   
NECESSARY LIVING EXPENSES 
Report accurate amounts for expenses verified by 
examining your checkbook for the last six months. 

2 REV-488                                                                               www.revenue.pa.gov
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