Rev 485 Ex Form – Fill Out and Use This PDF

The Rev 485 Ex form serves as an official document for inventorying the contents of a safe deposit box with the Pennsylvania Department of Revenue, following the demise of the box holder. This document requires detailed information about the decedent, individuals present at the box's opening, and a comprehensive list of the box's contents, ranging from cash and securities to personal items like jewelry and documents. To ensure the process is efficiently handled, individuals are encouraged to fill out the form attentively and submit it per the provided guidelines.

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Rev 485 Ex Form PDF Details

Navigating the aftermath of a loved one's passing involves not just emotional recovery but also the handling of their estates, which can include the opening of safe deposit boxes to inventory their contents. To manage this sensitive process, the Pennsylvania Department of Revenue has instituted the REV-485 EX form, specifically designed for listing and evaluating items found in a decedent's safe deposit box. This comprehensive form serves a crucial role in estate management, requiring detailed information, including the decedent's personal details, the person requesting the box's opening, and those present at the opening. Moreover, it meticulously asks for data about the financial institution housing the box, the last person accessing it, and a detailed inventory of its contents, ranging from cash and stocks to jewelry and legal documents. Completing the REV-485 EX form is not just a procedural step; it's an integral part of ensuring that the estate is accurately assessed for inheritance tax purposes, adhering to the state's legal requirements while also acknowledging the need for transparency and correctness under penalty of perjury. This endeavor underscores the balance between respecting the deceased's estate and fulfilling the legal obligations set forth by the Commonwealth of Pennsylvania, demonstrating the complex nature of estate resolution.

Question	Answer
Form Name	Rev 485 Ex Form
Form Length	2 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	30 sec
Other names	YY, Suffix, rev 485, Commonwealths

Form Preview Example

48500041046

REV-485 EX (05-04)

SAFE DEPOSIT

BOX INVENTORY

PA Department of Revenue

PLEASE USE ORIGINAL FORM ONLY

Social Security or Death Certificate Number

Date of Death

County Code Year

File Number

Decedent’s Last Name

Suffix

First Name

ADDRESS OF DECEDENT

STREET:

CITY:

STATE:

ZIP CODE:

NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX

NAME:

STREETADDRESS:

CITY:

STATE:

ZIP CODE:

NAME, ADDRESS AND RELATIONSHIP(IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING

a. NAME:

RELATIONSHIP:

STREETADDRESS:

CITY:

STATE:

ZIP CODE:

b. NAME:

RELATIONSHIP:

STREETADDRESS:

CITY:

STATE:

ZIP CODE:

c. NAME:

RELATIONSHIP:

STREETADDRESS:

CITY:

STATE:

ZIP CODE:

NAME AND ADDRESS OF FINANCIALINSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED

NAME:

STREETADDRESS:

CITY:

STATE:

ZIP CODE:

NAME OF PERSON MAKING LAST ENTRY

DATE AND TIME OF LAST ENTRY

DATE OF CONTRACT TO RENT BOX

NUMBER OF BOX

TITLE UNDER WHICH BOX IS REQUESTED

NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX

a. NAME:

b. NAME:

STREETADDRESS:

CITY:

STATE:

ZIP CODE:

CITY:

STATE:

ZIP CODE:

NAME AND TITLE OF EMPLOYEE TAKING THE INVENTORY

WAS AWILLIN THE BOX?

YES

If yes, a. Date of will:

b.Name and address of personal representative, if named in the will NAME:

STREETADDRESS:

CITY:

STATE:

ZIP CODE:

c.Name and address of attorney, if any NAME:

STREETADDRESS:

CITY:

STATE:

ZIP CODE:

48500041046

REV-485 EX SAFE DEPOSIT BOX INVENTORY

INSTRUCTIONS

Page of

(1)Cash: Report total only.

(2)Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and class of stock.

(3)Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, i.e., jointly held, payable on death, etc.

(4)Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds)

(5)Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank and branch, and balance.

(6)Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible.

(7)Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully as possible.

(8)All other contents.

	(9) Return completed form to:	DEPARTMENTOF REVENUE
		INHERITANCE TAX DIVISION
		DEPT. 280601
		HARRISBURG, PA17128-0601

ITEM		ITEM DESCRIPTION
NO.		ITEM DESCRIPTION
NO.

I CERTIFYUNDER PENALTYOF PERJURYTHAT THE ABOVE RECORD IS		PERSON RECEIVING COPYOF
CORRECT AND COMPLETE TO THE BEST OF MYKNOWLEDGE AND BELIEF.		SAFE DEPOSIT BOX INVENTORY:
SIGNATURE		SIGNATURE

PRINT NAME		PRINTNAME AND CHECK APPROPRIATE BOX BELOW:

PRINTTITLE	DATE	CHECK APPROPRIATE BOX:
		Executor(trix)	Administrator(trix)
		Estate Representative		Joint owner of safe deposit box

NOTE: Attach additional 81/2” x 11” sheet(s) if necessary or use duplicates of this page of form.

The Department is authorized by law, 42 U.S.C. §405 (c)(2)(C)(i), to require disclosure of Social Security numbers in connection with administering state tax laws. The Department uses the Social Security number to identify the decedent and personal representatives of the estate. The Commonwealth may also use the information in exchange of tax information agreements with Federal and local taxing authorities. The state law prohibits the Commonwealth’s personnel from disclosing confidential tax information except for official purposes.

How to Edit Rev 485 Ex Form Online for Free

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Step 1: First, access the pdf editor by clicking the "Get Form Button" at the top of this site.

Step 2: When you start the PDF editor, there'll be the document made ready to be filled in. Apart from filling in different fields, it's also possible to do many other things with the file, such as writing custom words, modifying the original text, inserting images, affixing your signature to the document, and much more.

It is actually an easy task to complete the pdf adhering to our helpful guide! This is what you should do:

1. It is critical to fill out the rev 485 accurately, thus be attentive while working with the segments that contain all of these blanks:

depositor conclusion process explained (stage 1)

2. Right after this section is filled out, go on to type in the applicable details in these - NAME AND ADDRESS OF FINANCIAL, NAME, STREET ADDRESS, NAME OF PERSON MAKING LAST ENTRY, CITY, STATE, ZIP CODE, DATE AND TIME OF LAST ENTRY, DATE OF CONTRACT TO RENT BOX, NUMBER OF BOX, TITLE UNDER WHICH BOX IS REQUESTED, NAME AND ADDRESS OF PERSONS HAVING, a NAME, b NAME, and STREET ADDRESS.

depositor completion process clarified (step 2)

3. This next part is all about REV EX, SAFE DEPOSIT BOX INVENTORY, Page, INSTRUCTIONS, Cash Report total only, Stocks List in detail every, Obligations of US Government, ie jointly held payable on death, Bonds Designate by name amount, Bank and Savings and Loan, and branch and balance, Jewelry Coins Stamps Manuscripts, Deeds Mortgages Current Insurance, All other contents, and Return completed form to - complete these blanks.

4. The next subsection will require your information in the following areas: I CERTIFY UNDER PENALTY OF PERJURY, PERSON RECEIVING COPY OF, SIGNATURE, PRINT NAME, and PRINT NAME AND CHECK APPROPRIATE. Remember to fill in all of the needed info to go forward.

Lots of people often make mistakes while completing PERSON RECEIVING COPY OF in this area. Ensure that you re-examine what you type in here.

5. This final step to submit this document is crucial. Make sure you fill out the required blank fields, consisting of PRINT TITLE, DATE, CHECK APPROPRIATE BOX, Executortrix, Administratortrix, Estate Representative, Joint owner of safe deposit box, and NOTE Attach additional x sheets, prior to using the form. Neglecting to accomplish that can lead to a flawed and potentially nonvalid paper!

depositor completion process detailed (portion 5)

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Rev 485 Ex Form – Fill Out and Use This PDF

Rev 485 Ex Form PDF Details

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