REV-488 FO (08-09) Statementof Financial Condition forIndividuals (If additional space is needed, attach separate sheet) 1. Taxpayer’s name(s) and address(es) (including county) 2. Home phone number 3. Marital status 4. Social Securitya. Taxpayer b. Spouse Number(s) SECTION I – EMPLOYMENT INFORMATION 5. Taxpayer’s employer of business (name and address) or 6. Business phone number 7. Occupation 8. Paydays (Check appropriate9. box) Sole Wage earner ProprietorPartner 10. Spouse’s employer or business (name and address) or 11. Business phone number 12. Occupation 13. Paydays (Check appropriate14. box)Sole Wage earner ProprietorPartner SECTION II – PERSONAL INFORMATION 15. Name, address and telephone number of nextAge and relationship of dependents (exclude17. Number16. of exemptions of kin or other reference husband and wife) living in your household claimed on Form W-4 18. Date of birth a. Taxpayer b. Spouse SECTION III – GENERAL FINANCIAL INFORMATION 19. Latest PA income tax return(taxfiled year) 20. Adjusted gross income on return 21. Bank accounts (include Savings and Loans, Credit Unions, IRA and KEOGH accounts, Certificates of Deposit, etc.) Name of Institutions Address Type of Account Account Number Balance $ Total (Enter in Item 28) $ 22. Bank charge cards, lines of credit, etc. Type of Account or Card Name and Address of Monthly Credit Amount Credit Financial Institution Payment Limit Owed Available $ $ $ $ Total (Enter in Item 34) $ $ $ $ 23. Safe deposit boxes rented or accessed (List all locations, box numbers and contents) 24.Real Property(Brief description and type of ownership)(Include county andAddressstate) a. b. c. 25. Life Insurance(Name of Company)Policy Number Type Face Value Available Loan Value $ $ – Page 1 – |
SECTION III – GENERAL FINANCIAL INFORMATION(continued) 26. Additional Information (Court proceedings, bankruptcies, repossessions, recent transfers 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 IV – ASSET AND LIABILITY ANALYSIS (c) (d) (e) (a) (b) Current Market Liabilities Amount of Asset or Liability Description Value Balance Due Monthly Payment 27. Cash $ 28. Bank accounts 29. Stocks, bonds, investments $ $ 30. Cash or loan value of insurance 31. Vehicles(model, year, license)a. b. c. 32. Real property a. b. c. 33. Other assets a. b. c. 34. Bank revolving credit 35. Other liabilities a. (include judgements, notes and other charge accounts)b. c. d. 36. Federal taxes owed 37. State taxes owed 38. TOTALS $ $ $ – Page 2 – |
SECTION V – INCOME AND EXPENSE ANALYSIS (a) Income (b) Necessary Living Expenses 47. Rent/House payment $ Source Gross Net 48. Groceries $ 49. Allowable installment 39. Wage/Salary (Taxpayer) $ $ Payments $ 40. Wages/Salary (Spouse) 50. Utilities $ 41. Interest - Dividends 51. Transportation $ 42. Net Business Income 52. Insurance $ (from Form REV-484 or REV-488) 43. Rental Income 53. Medical $ 44. Pension(Taxpayer) 54. Estimated tax payments $ Source: (federal-state) 45.Source:Pension(Spouse) 55. Other expenses(specify)$ 46. TOTAL $ $ TOTAL $56. Item 40 should be completed if you are married even if your spouse is not liable forNet difference(income less$ 57. the tax. This information is necessary in order for the Department of Revenue to necessary living expenses) calculate household income and expenses. CERTIFICATION– Under penalties of perjury, I declare that to the best of my knowledge and belief this statement of assets, liabilities and other infor- mation is true, correct and complete. 58. Your Signature 59. Spouse, Attorney or Accountant Signature (POA Attached) 60. Date – Page 3 – |