Pa1000 Schedule A Details

Pa 1000 instructions form is a Pennsylvania tax form that is used to calculate your state income tax. This form is used to determine the amount of tax you owe based on your taxable income. The deadline to file this form is April 15th. Be sure to consult with a tax professional if you have any questions about how to complete this form.

The listing includes information about the pa 1000 instructions. You'll have the rough time you will need to prepare the form and several further details.

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PENNSYLVANIA PROPERTY TAX

or RENT REBATE PROGRAM

2020

PA-1000 Booklet 05-20

HARRISBURG PA 17128-0503

www.revenue.pa.gov

APPLICATION INSIDE

IMPORTANT DATES

Application deadline: JUNE 30, 2021

Rebates begin: EARLY JULY, 2021

NOTE: The department may extend the application deadline if funds are available.

Rebates for eligible seniors, widows, widowers and people with disabilities.

WHAT IS THE PROPERTY TAX/RENT REBATE PROGRAM?

A Pennsylvania program providing rebates on property tax or rent paid the previous year by income-eligible seniors and people with disabilities.

AM I ELIGIBLE?

The program benefits income-eligible Pennsylvanians age 65 and older; widows and widowers age 50 and older; and people with disabilities age 18 and older.

HOMEOWNERS

2020

FORM AND INSTRUCTIONS

CHANGES

Two additional items have been added to the list of income that is not reported for Line 11g. Federal stimulus or economic impact payments received by claimants are not eligibility income by Property Tax or Rent Rebate claimants. STRIVE (Senior Tax Reduction Incentive Volunteer Exchange) Program credits are also not eligibility income by Property Tax Rebate claimants.

A country code field has been added to Section I on

Income

$0 to $8,000 $8,001 to $15,000 $15,001 to $18,000 $18,001 to $35,000

Maximum Rebate

$650 $500 $300 $250

Page 1 of the PA-1000 form. Claimants who moved out of the United States of America and lived at least part of the year in Pennsylvania must include the three-digit abbreviation for the country where the claimant now resides. See the instructions for Country Code on Page 6 for additional information.

RENTERS

Income

Maximum Rebate

$0 to $8,000

$650

$8,001 to $15,000

$500

NEW FOR 2020

ELECTRONIC PTRR FILING

Starting with the 2020 claim year, Pennsylvanians will be able to electronically submit their Property Tax/Rent Rebate program applications. Visit mypath.pa.gov to access the Department of Revenue’s electronic filing portal. Claimants who submit their applications electronically will have the benefit of automatic calculators and other user- friendly features that are not available when filing a paper application.

myPATH is safe, secure and more efficient. See Page 18 or go to the department's website at www.revenue.pa.gov/mypathinformation to learn more about our electronic services.

CHECK APPLICATION STATUS

Applicants will be able to check the status of their rebates using the myPATH portal (mypath.pa.gov).

Be sure to include a valid phone number on your application to receive updates automatically. The department will make automated phone calls to advise when your claim is received and again when your claim is approved for payment. These calls begin around April.

If you prefer to call to check the status of your appli- cation, you may dial 1-888-PA-TAXES.

DIRECT DEPOSIT

Get your rebate faster with direct deposit. See Pages 12 and 13 for details.

2 PA-1000 Pennsylvania Property Tax or Rent Rebate Program

www.revenue.pa.gov

BEFORE YOU BEGIN

STATE SUPPLEMENTARY PAYMENT RECIPIENTS

The State Supplementary Payment (SSP) is not included on your SSA-1099 form. The Department of Human Services will issue annual statements to verify your SSP benefit. SSP is still considered reportable income. As with other Social Security income, only half of the SSP income needs to be included on Line 4 of the Property Tax/Rent Rebate claim form.

SOCIAL SECURITY RECIPIENTS WITH

PA ADDRESSES

If you were a Pennsylvania resident for all of 2020, you do not have to submit proof of your Social Security income including Social Security retirement and Supplemental Security benefits. The Social Security Administration provides Social Security income information to the PA Department of Revenue. The PA Department of Human Services will provide State Supplementary Payment information to the department.

However, you or the person who prepares your claim will need these statements to correctly calculate the amount of your rebate. If none of these documents are available, you or your preparer will need to estimate the amount you received during the year. If the dollar amount you provide is not correct, the department will adjust the amount of your rebate based upon income amounts reported directly to the department by the Social Security Administration or the Department of Human Services.

SOCIAL SECURITY RECIPIENTS WITHOUT PA ADDRESSES

If your address in Social Security Administration records was not a Pennsylvania address for 2020, you must submit a copy of one of the following documents as proof of your 2020 Social Security income: Form SSA-1099 reporting your 2020 Social Security benefits, a statement from Social Security that reports the monthly or yearly Social Security/Supplemental Security Income benefits you received during 2020, or a bank statement showing the amount of Social Security/Supplemental Security Income benefits deposited into your account during 2020.

PHILADELPHIA RESIDENTS

Please read the special filing instructions on Page 11.

ELIGIBILITY REQUIREMENTS

You are eligible for a Property Tax/Rent Rebate for claim year 2020, if you meet the requirements in each of the three categories below:

CATEGORY 1 – TYPE OF FILER

a.You were 65 or older as of Dec. 31, 2020;

b.You were not 65, but your spouse who lived with you was 65 or older as of Dec. 31, 2020;

c.You were a widow or widower during all or part of 2020 and were 50 or older as of Dec. 31, 2020; or

d. You were permanently disabled and 18 or older during all or part of 2020, you were unable to work because of your medically determined physical or mental disability, and your disability is expected to continue indefinitely. If you received Supplemental Security Income (SSI) payments, you are eligible for a rebate if you meet all other requirements.

NOTE: If you applied for Social Security disability benefits and the Social Security Administration did not rule in your favor, you are not eligible for a Property Tax/Rent Rebate as a disabled claimant.

CATEGORY 2 – ELIGIBILITY INCOME

When calculating your total eligible annual household income, exclude one-half of your Social Security benefits as shown in Box 5 of your SSA-1099 statement, one-half of your Supplemental Security Income benefits, one-half of your State Supplementary Payment benefits and one-half of any Railroad Retirement Tier 1 benefits as shown on Form RRB-1099.

a.Property Owners - Your total eligible annual house- hold income, including the income that your spouse earned and received while residing with you, was $35,000 or less in 2020.

b.Renters - Your total eligible annual household income, including the income that your spouse earned and received while residing with you, was $15,000 or less in 2020.

You must report all items of income, except the nonre- portable types of income listed on Pages 8 and 9, whether or not the income is taxable for federal or PA income tax purposes.

NOTE: There may be differences between eligibility income and PA-taxable income. Please see specific line instructions for each category of income.

CATEGORY 3 – OWNER, RENTER OR

OWNER/RENTER

To file as a property owner, renter, or owner/renter, you must meet all requirements for one of the following categories:

OWNER

a.You owned and occupied your home, as evidenced by a contract of sale, deed, trust, or life estate held by a grantee;

b.You occupied your home (rebates are for your primary residence only); and

c.You or someone on your behalf paid the 2020 property taxes on your home.

PA-1000 Pennsylvania Property Tax or Rent Rebate Program 3

RENTER

a.You rented and occupied a home, apartment, nursing home, boarding home, or similar residence in Pennsylvania;

b.Your landlord paid property taxes or agreed to make a payment in lieu of property taxes on your rental property for 2020 (see Page 12); and

c.You or someone on your behalf paid the rent on your residence for 2020.

OWNER/RENTER

a.You owned, occupied, and paid property taxes for part of the year and were a renter for part of the year;

b.You owned and occupied your home and paid property taxes and paid rent for the land upon which your home is situated; or

c.You paid rent for the home you occupied, and paid property taxes on the land upon which your home is situated.

CAUTION: As a renter, if you received cash public assis- tance during 2020, you are not eligible for any rebate for those months you received cash public assistance. Please complete a PA-1000 Schedule D (enclosed in this booklet).

PROOF DOCUMENTS THAT FIRST

TIME FILERS MUST SUBMIT

IMPORTANT: Please send photocopies, since the depart- ment cannot return original documents. Print your Social Security Number (SSN) on each proof document that you submit with your claim form.

If you are age 65 or older, provide proof of your age.

If you are under age 65 and your spouse is age 65 or older, provide proof of your spouse’s age.

If you are a widow or widower age 50 to 64, provide proof of your age and a photocopy of your spouse’s death certificate.

If you are permanently disabled, age 18 to 64, you must provide proof of your age and proof of your permanent disability.

PROOF OF AGE

NOTE: If you receive Social Security or SSI benefits and have proven your age with the Social Security Administration, you do not need to submit proof of age.

IMPORTANT: The department accepts photocopies of the following documents as proof of your age. Do not send your original documents since the department cannot return original documents.

Birth certificate

Blue Cross or Blue Shield 65 Special Card

Church baptismal record

Driver’s license or PA identification card

Hospital birth record

Naturalization/immigration paper, if age is shown

Military discharge paper, if age is shown

Medicare card

PACE/PACENET card

Passport

The department will not accept a Social Security card or hunting or fishing license as proof of age.

If you have questions on other types of acceptable documents, please call the department at 1-888-222-9190.

PROOF OF DISABILITY

For Social Security disability, SSI permanent and total disability, Railroad Retirement permanent and total disability, or Black Lung disability, provide a copy of your award letter.

For Veterans Administration disability, provide a letter from the Veterans Administration stating that you are 100 percent disabled.

For Federal Civil Service disability, provide a letter from Civil Service stating that you are 100 percent disabled.

If you do not qualify under any of the disability programs mentioned above, did not apply for Social Security benefits, or do not have a letter from the Veterans Administration or Civil Service Administration, you must submit a Physician’s Statement of Permanent Disability (PA-1000 PS), enclosed in this booklet. The form must describe your disability as permanent and your physician must sign the statement to certify that the information is true and accurate to the best of his/her knowledge and belief.

IMPORTANT: The Physician’s Statement of Permanent Disability cannot be used if you were denied Social Security disability. The Department of Revenue has the legal authority to require additional evidence that you are permanently disabled and eligible for a rebate.

HOUSEHOLDS WITH MORE THAN

ONE QUALIFIED CLAIMANT

Only one member of your household may file a claim even if more than one person qualifies for a rebate. If someone other than your spouse appears on the deed or the lease, please complete a PA-1000 Schedule F (enclosed in this booklet). You may apply for only one rebate each year.

DECEASED CLAIMANT

To be eligible for a rebate, the claimant must have lived at least one day of a claim year, owned and occupied and paid taxes or rented and occupied and paid rent for the claim year during the time period the claimant was alive. The property tax paid for a deceased claimant will be prorated based upon the number of days the claimant lived during the claim year. See Schedule A for the calculation of the prorated property tax rebate.

To determine if a deceased claimant is eligible for a rebate, a deceased claimant’s claim form must also include an annualized income amount in the calculation of total household income. See Schedule G, specifically the instructions for Line 11g, for information on the calculation of

4PA-1000 Pennsylvania Property Tax or Rent Rebate Program

annualized income to be included in household income. A copy of the death certificate must also be included with the claim form.

A surviving spouse, estate or personal representative may file a claim on behalf of a deceased claimant. A personal representative can also have a previously filed rebate issued in his or her name, instead of the name of the decedent, in certain circumstances. Please see sections entitled SURVIVING SPOUSE, AN ESTATE, and PERSONAL REPRESENTATIVE for details.

SURVIVING SPOUSE

The surviving spouse can file the completed claim and include a copy of the death certificate and a letter stating that he/she was the spouse of the claimant at the time of death. The surviving spouse may sign on the claimant’s signature line.

OR

If the surviving spouse is eligible to file a claim, he/she can file under his/her own name instead of submitting a claim using the deceased individual’s claim form.

The surviving spouse should print his/her name, address, and Social Security Number (SSN) in Section I, and follow the filing instructions. The surviving spouse should furnish proof required for a first time filer. Do not use the label the department sent to the decedent in the booklet. The surviving spouse should enter the deceased spouse’s SSN and name in the spouse information area, and fill in the oval “if Spouse is Deceased”, located in the area next to the Spouse’s SSN on the claim form.

AN ESTATE

The executor or the administrator of the claimant’s estate may file the claim and submit a Short Certificate showing the will was registered or probated. When there is no will and there are assets (an estate), submit a copy of the Letters of Administration. A Short Certificate or Letters of Administration can be obtained from the county courthouse where the death is recorded. The person filing the claim form on behalf of the deceased person may sign on the claimant’s signature line.

PERSONAL REPRESENTATIVE

If a person dies and there is no will, the will has not been reg- istered or probated or there is no estate, then a personal rep- resentative may file a claim on behalf of an eligible decedent. A decedent’s personal representative must submit a copy of the decedent’s death certificate, a DEX-41, Application for Refund/Rebate Due the Decedent, and a receipted copy of the decedent’s funeral bill showing that the personal repre- sentative personally paid the decedent’s funeral expenses in an amount that is greater than or equal to the amount of the property tax/rent rebate to which the decedent is entitled.

If a person dies after filing a claim and there is no will, or if the will has not been registered or probated, or there is no estate, then a personal representative can also request that the department change the rebate to be issued into his/her name. In cases where the rebate check has been received but cannot be cashed, the check must be

returned with a request to have the rebate issued in the name of the personal representative. The decedent’s per- sonal representative must submit a copy of the decedent’s death certificate, a DEX-41, Application for Refund/Rebate Due the Decedent, and a receipted copy of the claimant’s funeral bill showing that the personal representative personally paid the funeral expenses in an amount that is greater than or equal to the amount of the property tax/rent rebate to the claimant is entitled.

The DEX-41, Application for Refund/Rebate Due the Decedent, can be obtained by visiting the department’s website at www.revenue.pa.gov or by using one of the department’s Forms Ordering Services found on Page 18.

If you have any questions regarding the filing of a claim on behalf of a deceased claimant, please call the department at 1-888-222-9190.

PRIVACY NOTIFICATION

By law, (42 U.S.C. § 405(c)(2)(C)(i); 61 Pa. Code §117.16) the Pennsylvania Department of Revenue has the authority to use the Social Security Number (SSN) to administer the Property Tax or Rent Rebate Program, the Pennsylvania personal income tax and other Commonwealth of Pennsyl- vania tax laws. The department uses the SSN to identify individuals and verify their incomes. The department also uses the SSN to administer a number of tax-offset and child-support programs federal and Pennsylvania laws require. The commonwealth may also use the SSN in exchange-of-tax-information agreements with governmental authorities.

Pennsylvania law prohibits the commonwealth from disclosing information that individuals provide on income tax returns and rebate claims, including the SSN(s), except for official purposes.

PA - 1000 FILING INSTRUCTIONS

SECTION I - SOCIAL SECURITY NUMBER, NAME,

ADDRESS AND RESIDENCE INFORMATION

You must fill in your Social Security Number and enter your county and school district codes even if using the preprinted label. If you are not using software or myPATH to prepare your claim and your label is correct, place your label in Section I. If you or your preparer are using software or myPATH to prepare your claim, or if any information on the preprinted label is incorrect, discard the label. If not using a label, follow the instructions for printing letters and numbers and completing your name and address.

If your spouse lived in a nursing home the entire year do not include his/her Social Security Number on the claim form. He or she may qualify for a separate rebate on the rent paid to the nursing home.

IMPORTANT TIPS: There are two lines to enter your address. For the First Line of Address, enter the street address. If the address has an apartment number (APT), suite (STE), floor (FL) or rural route number (RR), enter

PA-1000 Pennsylvania Property Tax or Rent Rebate Program 5

it after the street address. If the street address and the apartment number, suite, etc. do not fit on the First Line of Address, enter the street address on the Second Line of Address and the apartment number, suite, etc. on the First Line of Address. For the Second Line of Address, enter the post office box, if applicable. If there is no post office box, leave the Second Line of Address blank.

The U.S. Postal Service prefers that the actual delivery address appears on the line immediately above the city, state and ZIP code. Do not include any punctuation such as apostrophes, commas, periods and hyphens.

Use black ink. Another color such as red ink will delay the processing of your rebate claim.

Do not use pencil or pens labeled as gel pens or any red ink.

Print all information on your claim neatly inside the boxes.

Use upper case (capital) letters. Use a blank box to separate words.

Print one letter or number in each box when entering your Social Security Number, name, address, dollar amounts, and other information. If your name, address, or city begins with Mc, Van, O’, etc., do not enter a space or a punctuation mark.

Completely fill in all the appropriate ovals on your claim form.

Sample

 

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As a claimant, you must provide your birth date, telephone number, county code, school district code, and, if applicable, your spouse’s Social Security Number, birth date, and name. If your spouse is deceased, completely fill in the oval “If Spouse is Deceased” in Section I of the form.

COUNTRY CODE

If your current mailing address is in the United States of America, you are not required to enter a country code. The department will automatically include the correct code for you. However, if - you lived at least part of the year in Pennsylvania; you meet the eligibility require- ments for a property tax or rent rebate; and your cur- rent mailing address is in any other country, you must enter the three-digit ISO 3166-1 code alphabetic abbre- viation for your mailing address country. The list of three-digit alphabetic abbreviation country codes can be found at www.iso.org/obp/ui under the country codes menu selection.

COUNTY & SCHOOL CODES

You must enter the two-digit county code and five-digit

school district code for where you lived on Dec. 31, 2020, even if you moved after Dec. 31, 2020. Using incorrect codes may affect your property tax rebate.

IMPORTANT: The lists of county and school district names and the respective codes are on Pages 15, 16 and 17. If you do not know the name of the county or school district where you reside, you can either 1) check the county and school property tax bills used to complete this claim if you are a property owner, or 2) obtain this information from the Online Customer Service Center at www.revenue.pa.gov.

NOTE: Be sure to include your phone number when com- pleting the claim form. The department will make automat- ed phone calls to advise when claims are received and again when they are approved for payment.

SECTION II - FILING STATUS CATEGORIES

Line 1 - Please fill in the oval that shows your correct filing status. Fill in only one oval. Filling in more than one oval may reduce the amount of your rebate.

(P)Property Owners: Fill in this oval if you owned and occupied your home for all or part of 2020 and did not rent for any part of the year. If your deceased spouse’s name is on your deed or tax bills, include the decedent’s Social Security Number and name.

(R)Renters: Fill in this oval if you rented and occupied your residence for all or part of 2020.

(B)Owner/Renter: Fill in this oval if you owned and occu- pied your residence for part of 2020, and also rented and occupied another residence for the rest of 2020, or if you owned your residence and rented the land where your residence is located.

EXAMPLE: John pays property taxes on a mobile home that he owns and occupies. His mobile home is on land that he leases. John may claim a property tax rebate on the mobile home and a rent rebate on the land. See Pages 9, 11 and 12 for documents you must send as proof of property taxes or rents paid.

Line 2 - Certification. Please read each description and select the type of filer that applies best to your situation as of Dec. 31, 2020. A surviving spouse age 50 to 64 is eligible for a rebate as a widow or widower, while a surviving spouse who is 65 or older can file as a claimant. A surviving spouse under 50 may be able to file a claim for a deceased claimant if the deceased was 65 or older. Please complete the claim form using your Social Security Number, name and address, and supply all appropriate documentation.

a.Claimant age 65 or older

b.Claimant under age 65, with a spouse age 65 or older who resided in the same household (You must submit proof of your spouse’s age the first time you file.)

c.Widow or widower, age 50 to 65 (If your most recent marriage ended in divorce, you do not qualify as a widow/widower.)

d.Permanently disabled and age 18 to 64

6PA-1000 Pennsylvania Property Tax or Rent Rebate Program

See Page 4 for acceptable proof of age documents. Line 3 - If you are filing on behalf of a decedent (a claimant who died during the claim year who otherwise would have been an eligible claimant under a, b, c or d for Line 2 above), completely fill in the oval. The type of claimant under which the decedent qualifies under Line 2 above must also be included. A copy of the death certificate must be submitted and Schedule G must be completed.

SECTION III - LINES 4 THROUGH 18

You must report the total household income you earned and/or received during 2020 for each category, which includes your spouse’s income earned and/or received while residing with you.

All claimants must submit proof of annual income.

IMPORTANT: The department reserves the right to request additional information or make adjustments to federal data if credits or deductions were taken to reduce income.

CAUTION: Spouses may not offset each other’s income and losses.

The department has the legal authority to require evidence of the income you report on your claim. The following lists the kinds of income you must report and the documents you must submit as proof of the reported income. You must include the income that your spouse received while residing with you. See Pages 8 and 9 for a list of the kinds of income that you do not need to report.

NOTE: Print your Social Security Number on each Proof Document that you submit with your claim form.

Line 4 - Include one-half of your 2020 Social Security Benefits as shown in Box 5 of your benefit statement SSA-1099, one-half of your 2020 SSI, one-half of your 2020 Social Security Disability Income, and one-half of your 2020 State Supplementary Payment. No documenta- tion is required, if using a PA address.

Line 5 - Include one-half of your Railroad Retirement Tier 1 Benefits. Submit a copy of form RRB-1099.

CAUTION: The total income from old age benefit programs from other countries, such as Service Canada Old Age Security, must be converted into U.S. dollars and reported on Line 6.

Line 6 - Include the gross amount (not the taxable amount) of pensions, annuities, Individual Retirement Account distributions, Tier 2 Railroad Retirement Benefits, and Civil Service Disability Benefits. Do not include Black Lung Benefits federal veterans’ disability payments, or state veterans’ benefits. State veterans’ benefits include service connected compensation or benefits of any kind provided to a veteran or unmarried surviving spouse paid by a commonwealth agency or authorized under the laws of the commonwealth. Submit photocopies of pension/annuity benefits statements along with other forms 1099 showing income for 2020.

IMPORTANT: Do not include rollovers from Individual Retirement Accounts and employer pensions. However, proof must be provided. Proof includes, but is not limited to, a federal Form 1099-R showing a rollover or other documentation indicating that the distribution was rolled into a new account.

If you have one or more distributions from annuity, life insurance or endowment contracts reported on Form 1099-R that are included as interest income on your PA-40 Personal Income Tax Return, please write “Included as Interest Income on PA-40” across the top of any Form 1099-R for such distributions and include copies of all your Forms 1099-R with your claim form.

Line 7 - Report interest and dividends received or credited during the year, whether or not you actually received the cash. If you received dividends and capital gains distributions from mutual funds, report the capital gains distributions portion of the income as dividends, not as gains from the sale or exchange of property. Include interest received from government entities. You must also include all tax-exempt interest income from direct obliga- tions of the U.S. government, any state government, or any political subdivision thereof in the amount shown on Line 7.

SUBMIT THE FOLLOWING:

A copy of your federal Form 1040 Schedule B or your PA-40 Schedule A and/or B; or copies of any federal Forms 1099 you received; OR

A copy of the front page of your PA or federal income tax return verifying the income reported on Line 7.

IMPORTANT: If you received capital gains distributions from a mutual fund, you must use PA Schedule B or the front page of your PA tax return to verify your income. If you have PA tax-exempt interest income, you must include federal Form 1040 Schedule B along with a copy of the front page of your federal tax return.

Line 8 - Include gains or losses you realized from the sale of stocks, bonds, and other tangible or intangible property as well as any gains or losses realized as a partner in a partnership or shareholder in a PA S corporation. Do not include capital gains distributions from mutual funds required to be reported on Line 7.

NOTE: The nontaxable gain on the sale of your principal residence must also be reported on this line. If you realized a loss from the sale of your principal residence, this loss may be used to offset any other gains you realized from the sale of tangible or intangible property. However, any net loss reported on this line cannot be deducted from any other income. You may also submit photocopies of each PA Schedule RK-1, PA Schedule NRK-1 or federal Schedule K-1 that shows your gains or losses for each partnership or PA S corporation.

Submit a copy of your federal Form 1040 Schedule D, a copy of your PA-40 Schedule D, or copies of any federal Forms 1099 you received which will verify any gains or losses you realized. If you received capital gains distribu- tions from mutual funds, do not include a copy of federal

PA-1000 Pennsylvania Property Tax or Rent Rebate Program 7

Form 1040 Schedule D. You must include a copy of your PA-40 Schedule D.

If you sold your personal residence during this claim year, submit a statement showing the sale price less selling expenses, minus the sum of the original cost and permanent improvements.

CAUTION: You may only use losses from the sale or exchange of property to offset gains from the sale or exchange of property.

Line 9 - Include net rental, royalty, and copyright income or loss realized during 2020 from property owned and rented to others, oil and gas mineral rights royalties or income received from a copyright as well as any net income or loss realized as a partner in a partnership or shareholder in a PA S corporation.

CAUTION: You may only use rental losses to offset rental income.

IMPORTANT: If you receive income from the rental of a portion of your own home, you must complete and submit a PA-1000 Schedule E (enclosed in this booklet). Submit a copy of your federal Form 1040 Schedule E, Part I, or PA-40 Schedule E from your income tax return. You may also submit photocopies of each PA Schedule RK-1, PA Schedule NRK-1 or federal Schedule K-1 that shows your net income or loss from rents, royalties, patents and copyrights for each partnership or PA S corporation.

Line 10 - Include net income or loss from a business, profession, or farm, and net income or loss you realized as a partner in a partnership or a shareholder in a PA S corporation.

CAUTION: You may only use business losses to offset business income.

IMPORTANT: If you operate your business or profession at your residence, you must complete and submit a PA-1000 Schedule E (enclosed in this booklet).

Submit a photocopy of each federal Form 1040 Schedule C or F, or PA-40 Schedule C or F from your income tax return. You may also submit photocopies of each PA Schedule RK-1, PA Schedule NRK-1, or federal Schedule K-1 that shows your income or loss for each business.

Lines 11a - 11g - Other Income - Complete Lines 11a through 11g to report all other income that you and your spouse earned, received, and realized.

For each category of income on Lines 11a through 11g, you must submit proof, such as photocopies of Forms W-2, Department of Human Services cash assistance statements, your federal or PA income tax returns, and any other documents verifying income.

Line 11a. - Gross salaries, wages, bonuses, commis- sions, and estate or trust income not included in business, profession, or farm income.

Line 11b. - Gambling and lottery winnings, including PA Lottery, Powerball and Mega Millions winnings, prize winnings, and the value of other prizes and awards. (A

PA-40 Schedule T must be submitted to verify these winnings, as well as a W-2G to document PA Lottery winnings.)

Line 11c. - Value of inheritance, alimony, and spousal support money.

Line 11d. - Cash public assistance/relief, unemployment compensation, and workers’ compensation benefits, except Section 306(c) benefits.

Line 11e. - Gross amount of loss of time insurance benefits, disability insurance benefits, long-term care insurance benefits (if received directly by the claimant), and life insurance benefits and proceeds, except the first $5,000 of the total death benefit payments.

Line 11f. - Gifts of cash or property totaling more than $300, except gifts between members of a household.

Line 11g. - Miscellaneous income and annualized income amount. Include any income not identified above prior to the calculation of annualized income. If a claimant died during the claim year, an annualized income amount must also be included. To calculate the annualized income amount, complete Schedule G. When adding amounts for Line 3 of Schedule G, do not add any negative amounts reported on Lines 8, 9 or 10.

Do not report the following income:

Medicare or health insurance reimbursements;

Food stamps, surplus foods, or other such non-cash relief supplied by a governmental agency;

Property Tax/Rent Rebate received in 2020;

The amount of any damages due to personal injuries or sickness. Damages include Black Lung benefits and benefits granted under Section 306(c) of the Workers’ Compensation Security Fund Act (relating to Schedule of Compensation for disability from permanent injuries of certain classes);

Payments provided to eligible low-income households under the commonwealth’s Low Income Home Energy Assistance Program;

Payments received by home providers of the domiciliary care program administered by the Department of Aging, except those payments in excess of the actual expenses of the care;

Disability income received by disabled children in the household;

Federal veterans’ disability payments or state veterans’ benefits received by the veteran or unmarried surviving spouse;

The difference between the purchase price of your residence and its selling price, if you used the proceeds from the sale to purchase a new residence. This new residence must be your principal residence;

Federal or state tax refunds;

Spouse’s income earned or received while not living with you;

Public Assistance benefits received by children in the household, even though the check is issued in claimant’s name;

8PA-1000 Pennsylvania Property Tax or Rent Rebate Program

Federal stimulus or economic impact payments;

STRIVE Program credits;

Child support; and

Individual Retirement Account and employer pension rollovers (must provide a copy of federal Form 1099-R indicating rollover or other supporting documentation).

CAUTION: If a claimant had significant income that is not typically received in equal amounts throughout the claim year, or if the number-of-days method does not accurately calculate the annualized income, the claim may be filed using an alternative method for determining the annualized income amount to be included on Line 11g. A worksheet must be included to show how the amount of annualized income was determined in those instances. The worksheet must clearly show how the income was determined and an explanation of the reason for deviating from the Schedule G method. Examples of when the claim would be filed using an alternative method would include instances where there is income from a one-time event such as a gain on the sale of stock, lump sum payments from an IRA or annuity, an amount is reported as an inheritance or a payment is received as a beneficiary on a life insurance policy. Proof of the deviation from the number-of-days method may be required by the department. The depart- ment will accept reasonable methods of calculating the annualized income amount.

Line 12 - If you and/or your spouse received benefits from the federal Civil Service Retirement System (CSRS) as (a) retired federal civil service employee(s) or as a sur- viving spouse, you may reduce your total eligibility income by 50% of the average retired worker Social Security pay- ment for 2019. The average retired worker Social Security payment for 2019 is $9,514. Enter $9,514 on Line 12 only if you include CSRS benefits in Line 6. If both you and your spouse received CSRS benefits, or if you received your own CSRS benefits and CSRS benefits as a surviving spouse, enter $19,028 on Line 12. Otherwise, enter $0.

Line 13 - Add the positive income figures reported on Lines 4 through 11g, subtract the amount on Line 12 (if applicable) and enter the net result on Line 13 and 23. Do not include losses reported on Lines 8, 9 and/or 10.

IMPORTANT: If you have over $35,000 of income claimed on Line 13, you are not eligible for either Property Tax or Rent Rebate relief under this program.

Line 14 - For Property Owners Only

Before completing Line 14 of the claim form, complete any schedules listed in the instructions for this line. If you must complete more than one schedule, you must complete them in alphabetical order. If one schedule does not apply to you, skip it, and go to the next schedule. You must carry forward, as the total tax paid, the last amount shown on the previous schedule you complete to the next schedule you complete.

Enter the total amount of the property taxes paid for your primary residence, or the amount shown as eligible property taxes paid on the last schedule completed.

IMPORTANT: If you do not enter the amount of all taxes paid on the primary residence, you will limit the department’s ability to determine your eligibility for and amount of a supplemental rebate. See Page 14 for more information on supplemental rebates.

You must deduct interest or penalty payments, municipal assessments, per capita taxes, or occupation taxes included in your payment. If you paid early and received a discount, you enter the amount you actually paid on Line 14. You must also deduct other charges included in your tax bills. See taxes that are not acceptable on Page 11.

If your name does not appear on the receipted tax bills, you must submit proof of ownership. Examples of proper proof are: a copy of the deed or a copy of the trust agreement, will, or decree of distribution if you inherited your property. If your address is not on your receipted property tax bill or mortgage statement, you also must submit a letter from your tax collector or mortgage company verifying your home address.

NOTE: If your tax bills include a name and/or names other than yours and your spouse’s, you must complete PA-1000 Schedule F or submit proof that you are the sole owner of the property.

Include only the property tax on the amount of land that is necessary for your personal use.

PA-1000 Schedule A - If you owned and occupied your home for less than the entire year of 2020 or a claim is being filed on behalf of a deceased owner who died during 2020.

PA-1000 Schedule B - If you were a widow or widower age 50 to 64 who remarried in 2020.

PA-1000 Schedule E - If you used part of your residence for a purpose other than living quarters in 2020.

PA-1000 Schedule F - If your deed shows owners other than your spouse.

As proof of property tax paid, homeowners must provide photocopies of one of the following real estate documents:

All 2020 real estate tax bills that have been marked “paid” by the tax collector (see the instructions beginning on this page for the proper calculation of the amount on Line 14). If you paid your taxes in quarterly installments, a tax bill must be submitted for each period. For tax bills that are not marked paid by the tax collector, the depart- ment will accept a photocopy of both sides of the cancelled check along with a copy of the tax bill;

Your year-end mortgage statement showing the amount of real estate taxes paid;

A letter signed by the tax collector certifying that you paid your 2020 real estate taxes. The letter should also declare the total tax does not include nuisance taxes or penalty; OR

A receipted copy of your tax billing from your owner’s association or corporation. Resident stockholders of a cooperative housing corporation, such as a condominium, may qualify as property owners based on their pro rata

PA-1000 Pennsylvania Property Tax or Rent Rebate Program 9

PA-1000 COMPLETION SAMPLE

Fill in your Social Security Number.

Fill in this oval if your spouse is deceased.

If your label

is correct,

place it here.

Discard label if it is not correct

and fill in all data in Section I.

PLACE   LABEL   HERE

 

 

PA-1000

 

 

 

 

2005010018

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Property Tax or Rent

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Rebate Claim

05-20

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PA Department of Revenue

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

P.O. Box 280503

 

2020

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Harrisburg PA 17128-0503

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

OFFICIAL USE ONLY

I

Check your label for accuracy. If incorrect, do not use the label. Complete Section I.

If Spouse

 

 

II

Fill in only one oval in each

Your Social Security Number

Spouse’s Social Security Number

Deceased, fill

 

 

 

section.

 

 

 

 

 

1. I am filing for a rebate as a:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

in the oval.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

P. Property Owner – See

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PLEASE WRITE IN YOUR SOCIAL SECURITY NUMBER(S) ABOVE

 

 

 

 

 

 

 

 

instructions

 

 

 

 

 

 

 

 

MI

 

R. Renter – See instructions

Last Name

 

 

 

 

First Name

 

 

 

 

 

 

 

 

 

 

B. Owner/Renter – See

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

instructions

 

 

 

First Line of Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2. I Certify that as of Dec. 31, 2020,

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I am (a):

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

A. Claimant age 65 or older

Second Line of Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

B. Claimant under age 65,

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

with a spouse age 65 or

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

older who resided in the

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

same household

City or Post Office

 

 

 

 

 

 

State

 

ZIP Code

 

 

 

 

 

 

 

C. Widow or widower, age

 

 

 

 

 

 

 

 

 

CODES

 

 

 

 

50 to 64

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*REQUIRED

 

D. Permanently disabled

Spouse’s First Name

 

MI County Code School District Code

Country Code

 

 

 

 

and age 18 to 64

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*

 

 

 

 

*

 

 

 

 

 

 

 

 

 

 

 

 

 

3.

 

Filing on behalf of a

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Claimant’s Birthdate

Spouse’s Birthdate

 

 

 

 

 

Number

 

 

 

 

 

 

 

 

decedent

 

 

 

M M D D Y Y M M D D Y Y

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Dollars

 

Cents

III

TOTAL INCOME received by you and your spouse during 2020

 

 

 

 

4.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4. Social Security, SSI and SSP Income (Total benefits $

 

 

 

 

 

divided by 2)

 

 

s

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5. Railroad Retirement Tier 1 Benefits (Total benefits $

 

 

 

 

 

divided by 2)

5.

 

 

s

 

 

 

Fill in only one oval for Line 1. Fill in only one oval for Line 2.

Fill in this oval on behalf

of decedent.

Fill in School District Code

(see Pages 16 and 17). Fill in

County Code (see Page 15). Fill

in Country Code if applicable

(see Page 6).

6.

Total Benefits from Pension, Annuity, IRA Distributions and

Retirement Tier 2 (Do not

 

include federal veterans’ disability payments or state veterans’

.)

7.

Interest and Dividend Income

. . . . . . . . . . . . . . . . . . . . . . . .

 

 

 

 

 

 

 

LOSS

8.

Gain or Loss on the Sale or Exchange of Property

If a loss, fill in this oval

 

 

 

 

 

income

LOSS

9.

Net Rental Income or Loss

. . . . . . . . . . . . . . . . . . . . .

If a loss, fill

this oval

 

 

 

 

 

 

 

 

LOSS

10.

Net Business Income or Loss . . . .

. . . . . . . . . . . . . . . . . . . . .

If a oss, fill

this oval

 

Other Income.

 

p

 

 

 

11a.

Salaries, wages, bonuses, commissions, and estate and trust

. . . .

. . . . . . . . . . . . . . .

. .

11b.

Gambling and Lottery winnings, including PA Lotterylwinnings, prize winnings and the value

 

 

of other prizes

. . . . . . .

. . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . .

. . . . . . . . . . . . . . .

. .

11c.

Value of inheritances, ali

ony and spousal su

ort

. . . . . . . . . . .

. . . . . . . . . . . . . . .

. .

11d.

Cash public assistance/relief. Une

ploy ent co

pensation and workers’ compensation,

 

 

except Section 306(c) benefits. . . .

. . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . .

. . . . . . . . . . . . . . .

. .

11e.

Gross amount of loss of ti

e insur

nce benefits and disability insurance benefits,

 

 

and life insurance benefits, except the first $5,000 of total death benefit payments

. .

11f.

Gifts of cash or property tot ling

than $300, except gifts between

 

 

 

members of a household.

.more

. . . . . . . . . . .

. . . . . . . . . . . . . . .

. .

11g.

Miscellaneous incomeandannualized income amount

. . . . . . . . . . .

. . . . . . . . . . . . . . .

. .

12.

Claimants with Federal Civil Service Retirement System Benefits enter $9,514 or $19,028.

 

 

See the instructions

13.

TOTALSINCOME. Add only the positive income amounts from Lines 4 through 11g and subtract

 

the amount on Line 12. See Page 3 for income limitations. Enter this amount on Line 23

6. s

7. s

8. s

9. s

10. s

11a. s

11b. s

11c. s

11d. s

11e. s

11f. s

11g. s

12. s

13. s

Report your total Social

Security, SSI, and SSP benefits here. Divide the total by 2 and enter the result on Line 4.

Report your total Railroad

Retirement Tier 1 benefits here. Divide the total by 2 and enter the result on Line 5.

IMPORTANT: You must submit proof of the income you reported – See the instructions on Pages 7 to 9.

2005010018

Enter the total of Lines 4 through 11g, less Line 12.

Property Owners complete Lines 14 and 15.

Renters complete

Lines 16, 17 and 18.

If you want your rebate directly

deposited, complete

Lines 20,

21 and 22.

Claimant signs here.

2005120015

PA-1000 2020 05-20

Your Social Security Number

Your Name:

PROPERTY OWNERS ONLY

14.

Total 2020 property tax. Submit copies of receipted tax bills.

. . . . . . . . . . . . . . . . . . . . . . . . . . .

14.

s

15.

Property Tax Rebate. Enter the maximum standard rebate

 

Compare this amount to line 14 and

 

 

 

amount from Table A for your income level here: (_______)

 

enter the lesser amount to the right.

15.

 

RENTERS ONLY

 

 

 

 

 

 

16.

Total 2020 rent paid. Submit PA Rent Certificate and/or rent receipts . .

. . . . . . . . . . . .

. . . . . . . .

16.

s

17.

Multiply Line 16 by 20 percent (0.20)

.

. . . . . . . . . .

. . . . . . . . . . . .

. . . . . . . .

17.

 

18.

Rent Rebate. Enter the maximum rebate amount

Compare this amount to line 17 and

 

 

 

from Table B for your income level here: (_______)

enter the ess r amount to the right.

18.

 

OWNER – RENTER ONLY

 

 

 

 

 

 

19.

Property Tax/Rent Rebate. Enter the maximum

Com are this amount to

sum of

19.

 

 

rebate amount from Table A for your income

 

 

the

 

 

Lines 15 and 18 and enter the lesser

 

 

 

level here: (_______)

 

l

 

 

 

 

amount to the right.

 

 

 

 

 

p

 

 

 

DIRECT DEPOSIT. Banking rules do not permit direct deposits to bank accounts outside the U.S. If your bank account is outside the U.S.,

do not complete the direct deposit Lines 20, 21 and 22. The de art ent will mail you a paper check. If your rebate will be going to a bank

account within the U.S., you have the option to have your rebate directly deposited. If you want the department to directly deposit your rebate into your checking or savings account, complete Lines 20, 21 and 22.

20. Place an X in one box to authorize the Dep rt ent of Revenue to directly deposit your rebate

 

 

 

 

 

 

 

Checking

into your:

. . . . . . . . . . .

. . .

. .

.

. .m

.

. . .

. . . . . .

. . .

.

.

. .

. . . . . .

.

20.

 

 

 

 

Savings

 

 

a

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

21.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

21. Routing number. Enter in boxes to the right

. . . . .

. . .

. . . . . . . . .

.

. .

. . .

. . .

. . . .

. . .

.

. .

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

22. Account number. Enter in boxes to the right

 

. . 22.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

. . .

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

S

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TABLE A - OWNERS ONLY

 

 

 

 

TABLE B - RENTERS ONLY

23.

 

 

 

 

 

INCOME LEVEL

Maximum Standard

 

 

INCOME LEVEL

 

 

 

Maximum

 

Enter the amount from Line 13 of

 

 

 

 

 

 

 

 

 

Rebate

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Rebate

 

the claim form on this line and circle

$

 

0

to

$ 8,000

 

$650

 

 

 

 

$

0

to $

8,000

$650

 

the corresponding Maximum Rebate

$

 

8,001

to

$15,000

 

$500

 

 

 

 

$

8,001

to $

15,000

$500

 

amount for your income level.

$

15,001

to $18,000

$300

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Owners use Table A and Renters

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

use Table B.

 

 

$

18,001

to

$35,000

 

$250

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

IV An excessive claim with intent to defraud is a misdemeanor punishable by a maximum fine of $1,000, and/or imprisonment for up to one year upon conviction. The claimant is also subject to a penalty of 25 percent of the entire amount claimed.

CLAIMANT OATH: I declare that this claim is true, correct and complete to the best of my knowledge and belief, and this is the only claim filed by members of my household. I authorize the PA Department of Revenue access to my federal and state Personal Income Tax records, my PACE records, my Social Security Administration records and/or my Department of Human Services records. This access is for verifying the truth, correctness and completeness of the information reported in this claim.

Claimant’s Signature

Date

Witnesses’ Signatures: If the claimant cannot sign, but only makes a mark.

 

 

 

1.

 

 

 

 

Spouse’s Signature

Date

2.

 

 

 

 

 

 

 

 

 

 

 

PREPARER: I declare that I prepared this return, and that it is to the best of my

Name of claimant’s power of attorney or nearest relative. Please print.

knowledge and belief, true, correct and complete.

 

 

 

 

 

 

Preparer’s Signature, if other than the claimant

Date

 

 

 

 

 

Telephone number of claimant’s power of attorney or nearest relative.

 

 

 

 

 

 

(

)

 

 

 

Preparer’s Name. Please print.

 

Home address of claimant’s power of attorney or nearest relative. Please print.

 

 

 

 

 

 

Preparer’s telephone number

 

City or Post Office

State

ZIP Code

(

)

 

 

 

 

 

 

Claim filing deadline – June 30, 2021

You can call 1-888-728-2937 after June 1 to verify the status of your claim.

If you were both a Property Owner and a Renter,

complete Lines 14 through 19.

Enter your Routing Number here (direct deposit only).

Enter your Account Number here (direct deposit only).

2005120015

2005120015

10PA-1000 Pennsylvania Property Tax or Rent Rebate Program

START

 

 

 

PA-1000

 

 

 

 

 

 

 

 

 

2005010059

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Property Tax or Rent

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Rebate Claim 05-20 (FI)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PA Department of Revenue

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

P.O. Box 280503

2020

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Harrisburg PA 17128-0503

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

OFFICIAL USE ONLY

I

Check your label for accuracy. If incorrect, do not use the label. Complete Section I.

If Spouse is

 

 

 

 

II

Fill in only one oval in each

 

Your Social Security Number

 

 

 

Spouse’s Social Security Number

Deceased, fill

 

 

 

 

 

 

section.

 

 

 

 

 

 

 

 

1.

I am filing for a rebate as a:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

in the oval.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

P. Property Owner – See

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

instructions

 

 

 

 

 

PLEASE WRITE IN YOUR SOCIAL SECURITY NUMBER(S) ABOVE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

MI

 

 

 

R. Renter – See instructions

Last Name

 

 

 

 

 

 

 

 

 

 

First Name

 

 

 

 

 

 

 

 

 

 

 

 

B. Owner/Renter – See

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

instructions

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2. I Certify that as of Dec. 31, 2020,

First Line of Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I am (a):

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

A. Claimant age 65 or older

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

B. Claimant under age 65,

Second Line of Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

with a spouse age 65 or

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

older who resided in the

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

same household

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

C. Widow or widower, age

City or Post Office

 

 

 

 

 

 

 

 

 

 

 

 

State

 

ZIP Code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CODES

 

 

 

 

 

 

50 to 64

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*REQUIRED

 

 

D. Permanently disabled

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

and age 18 to 64

Spouse’s First Name

 

 

 

MI County Code School District Code

Country Code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*

 

 

 

 

 

 

*

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3.

 

Filing on behalf of a

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

decedent

 

 

Claimant’s Birthdate

MM/DD/YY

Spouse’s Birthdate

MM/DD/YY

 

 

Daytime Telephone Number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Dollars

Cents

III

TOTAL INCOME received by you and your spouse during 2020

 

 

 

 

 

4.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4. Social Security, SSI and SSP Income (Total benefits $

 

 

 

 

 

 

 

divided by 2)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5.

Railroad Retirement Tier 1 Benefits (Total benefits $

 

 

 

 

 

 

 

divided by 2)

5.

 

 

 

 

 

 

 

 

6. Total Benefits from Pension, Annuity, IRA Distributions and Railroad Retirement Tier 2 (Do not

6.

 

 

 

 

 

 

 

 

 

include federal veterans’ disability payments or state veterans’ payments.)

 

 

 

 

 

 

 

 

 

7.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

7.

Interest and Dividend Income

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

LOSS

8.

 

 

 

 

 

 

 

 

8.

Gain or Loss on the Sale or Exchange of Property. . . . . . . . . If a loss, fill in this oval

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

LOSS

 

 

 

 

 

 

 

 

 

9.

Net Rental Income or Loss . . . . . . . . . . . . . . . . . . . . . . . . . . . If a loss, fill in this oval

9.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

LOSS

 

 

 

 

 

 

 

 

 

10. Net Business Income or Loss . . . . . . . . . . . . . . . . . . . . . . . . . If a loss, fill in this oval. . . . .

Other Income.

11a. Salaries, wages, bonuses, commissions, and estate and trust income. . . . . . . . . . . . . . . . . . . . .

11b. Gambling and Lottery winnings, including PA Lottery winnings, prize winnings and the value

of other prizes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

11c. Value of inheritances, alimony and spousal support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

11d. Cash public assistance/relief. Unemployment compensation and workers’ compensation, except Section 306(c) benefits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

11e. Gross amount of loss of time insurance benefits and disability insurance benefits,

and life insurance benefits, except the first $5,000 of total death benefit payments. . . . . . . . . . . .

11f. Gifts of cash or property totaling more than $300, except gifts between

members of a household. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

11g. Miscellaneous income and annualized income amount. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

12. Claimants with Federal Civil Service Retirement System Benefits enter $9,514 or $19,028.

See the instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

13. TOTAL INCOME. Add only the positive income amounts from Lines 4 through 11g and subtract the amount on Line 12. See Page 3 for income limitations. Enter this amount on Line 23. . . . . . . .

10.

11a.

11b.

11c.

11d.

11e.

11f.

11g.

12.

13.

IMPORTANT: You must submit proof of the income you reported – See the instructions on Pages 7 to 9.

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2005110057

PA-1000 2020 05-20 (FI)

START

Your Social Security Number

 

Your Name:

PROPERTY OWNERS ONLY

14.

Total 2020 property tax. Submit copies of receipted tax bills.

. . . . . . . . . . . . . . . . . . . . . . . . . . .

14.

15.

Property Tax Rebate. Enter the maximum standard rebate

 

Compare this amount to line 14 and

 

 

 

 

amount from Table A for your income level here: (_______)

 

enter the lesser amount to the right.

15.

RENTERS ONLY

 

 

 

16.

Total 2020 rent paid. Submit PA Rent Certificate and/or rent receipts

16.

17.

Multiply Line 16 by 20 percent (0.20)

 

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

17.

18.Rent Rebate. Enter the maximum rebate amount from Table B for your income level here: (_______)

Compare this amount to line 17 and

enter the lesser amount to the right. 18.

OWNER – RENTER ONLY

19.Property Tax/Rent Rebate. Enter the maximum rebate amount from Table A for your income level here: (_______)

Compare this amount to the sum of

19.

Lines 15 and 18 and enter the lesser

 

amount to the right.

 

DIRECT DEPOSIT. Banking rules do not permit direct deposits to bank accounts outside the U.S. If your bank account is outside the U.S., do not complete the direct deposit Lines 20, 21 and 22. The department will mail you a paper check. If your rebate will be going to a bank account within the U.S., you have the option to have your rebate directly deposited. If you want the department to directly deposit your rebate into your checking or savings account, complete Lines 20, 21 and 22.

20. Place an X in one box to authorize the Department of Revenue to directly deposit your rebate

into your: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20.

21.Routing number. Enter in boxes to the right. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21.

22.Account number. Enter in boxes to the right. . . . . . . . . . 22.

Checking

Savings

 

 

 

 

TABLE A - OWNERS ONLY

 

 

TABLE B - RENTERS ONLY

 

 

 

 

 

 

23.

 

 

 

INCOME LEVEL

Maximum Standard

 

INCOME LEVEL

Maximum

 

Enter the amount from Line 13 of

 

 

 

 

Rebate

 

 

 

 

Rebate

 

$

0

to

$ 8,000

$650

 

$

0

to $

8,000

$650

 

 

the claim form on this line and circle

 

 

 

the corresponding Maximum Rebate

$

8,001

to

$15,000

$500

 

$

8,001

to $

15,000

$500

 

 

amount for your income level.

$

15,001

to

$18,000

$300

 

 

 

 

 

 

 

 

Owners use Table A and Renters

 

 

 

 

 

 

 

 

use Table B.

$

18,001

to

$35,000

$250

 

 

 

 

 

 

 

IV An excessive claim with intent to defraud is a misdemeanor punishable by a maximum fine of $1,000, and/or imprisonment for up to one year upon conviction. The claimant is also subject to a penalty of 25 percent of the entire amount claimed.

CLAIMANT OATH: I declare that this claim is true, correct and complete to the best of my knowledge and belief, and this is the only claim filed by members of my household. I authorize the PA Department of Revenue access to my federal and state Personal Income Tax records, my PACE records, my Social Security Administration records and/or my Department of Human Services records. This access is for verifying the truth, correctness and completeness of the information reported in this claim.

Claimant’s Signature

MM/DD/YY

Witnesses’ Signatures: If the claimant cannot sign, but only makes a mark.

 

Date

 

Please sign the PA-1000 after printing.

1.

Please sign the PA-1000 after printing.

 

 

 

 

 

 

 

 

Spouse’s Signature

 

Date

Please sign the PA-1000 after printing.

 

 

Please sign the PA-1000 after printing.

 

2.

 

 

 

 

 

 

 

 

 

PREPARER: I declare that I prepared this return, and that it is to the best of my Name of claimant’s power of attorney or nearest relative. Please print.

knowledge and belief, true, correct and complete.

 

MM/DD/YY

 

 

 

 

 

 

Preparer’s Signature, if other than the claimant

 

Date

 

 

 

 

 

 

 

 

 

Telephone number of claimant’s power of attorney or nearest relative.

 

Please sign the PA-1000 after printing.

 

 

 

 

 

 

 

(

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Preparer’s Name. Please print.

 

 

 

Home address of claimant’s power of attorney or nearest relative. Please print.

 

 

 

 

 

 

 

 

 

 

Preparer’s telephone number

 

 

 

City or Post Office

 

State

 

ZIP Code

 

 

 

 

(

)

 

 

 

 

 

 

 

 

 

 

Claim filing deadline – June 30, 2021

You can call 1-888-728-2937 after June 1 to verify the status of your claim.

2005110057

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PA Rent Certificate

2005210055

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PA Rent Certificate and

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Rental Occupancy Affidavit

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PA-1000 RC (EX) MOD 05-20 (FI)

2020

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

START

 

PA Department of Revenue

 

 

 

 

 

 

 

 

 

OFFICIAL USE ONLY

Name as shown on PA-1000

 

 

 

 

Social Security Number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

You may make photocopies of this form as needed.

If filing as a renter, you must provide proof of the rent you paid. If you rented at more than one address, you must submit proof for each address.

PA RENT CERTIFICATE

Your landlord must provide all the information on Lines 1 through 8. Your landlord, or your landlord’s authorized agent, must sign this PA Rent Certificate. If your landlord, or your landlord’s authorized agent, does not sign this PA Rent Certificate, you must complete Lines 1 through 8 and the Rental Occupancy Affidavit below. Your Rental Occupancy Affidavit must be notarized.

1.Street address of the residence for which the claimant paid rent City, State, ZIP Code

2.Owner’s business name or landlord’s name (last, first, middle initial) if an individual Landlord’s Address

City, State, ZIP Code

Landlord’s EIN (if applicable) and daytime telephone number

( )

3. Rental unit is (fill in the appropriate oval):

Apartment in a House

Mobile Home Lot

Apartment Building

Nursing Home

Boarding Home

Private Home

Mobile Home

Assisted Living

Personal Care Home

 

Building Name:

 

Domiciliary Care

Foster Care

If Domiciliary or Foster Care or if a Boarding or Personal Care Home, you must submit a copy of your contract agreement.

YOU MUST COMPLETE ALL LINES. IF NONE, ENTER “0”.

 

Dollars

Cents

Explanation of Item 4.

4. What was the amount of rent per month? (Include only the amount charged for rental.

 

 

Do not include security deposits or amounts paid for food, medicine, medical care

 

 

 

 

 

 

 

 

or personal care.) If your rental amounts changed during the year, please explain in the

 

 

space provided

4.

 

 

 

5. How much of the monthly rental amount was paid or subsidized

by a governmental agency? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.

6. Total monthly amount of rent paid. (Subtract Line 5 from Line 4.) . . . . . . . . . . . . . . 6.

7. Number of months unit was occupied by the claimant in 2020.

 

 

Explanation of Item 7.

 

 

(If less than 12 months, please explain in the space provided.)

7.

 

 

8.What was the total rent paid in 2020 by the claimant?

(Multiply Line 6 by Line 7.) Enter the amount here and on Line 16 of the claim form

or the appropriate line(s) of Schedules D, E or F. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8.

LANDLORD’S OATH: (Read carefully before signing)

I certify that the information provided on this PA Rent Certificate is true, correct and complete to the best of my knowledge, information and belief. I further certify that – fill in the applicable oval(s).

I was required to pay 2020 property taxes on the property in which the claimant resided in 2020.

I made, or was required to make, a payment in lieu of taxes for 2020 on the property in which the claimant resided in 2020. The property in which the claimant resided in 2020 was tax exempt.

Other names, excluding the spouse or minor children, appear on the lease.

X

Please sign and date after printing.

 

 

 

 

 

 

 

Landlord’s Signature

 

Date

MM/DD/YY

 

 

OCCUPANCY AFFIDAVIT

I am, or am filing on behalf of, the claimant named above. I certify that I was unable to obtain the landlord’s signature on the PA Rent Certificate for the following reason(s):

Affidavit: I certify that I am, or am filing on behalf of, the claimant named above. I also affirm all the information on the above PA Rent Certificate and Occupancy Affidavit is true, correct and complete to the best of my knowledge, information and belief.

Notarize:

Subscribed and sworn before me this

day of

 

20

xClaimant's Signature. Please sign after printing.

xSignature of Notary Public. Please sign after printing.

Claimant's Signature

Date

Signature of Notary Public

MM/DD/YY

2005210055

2005210055

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PHYSICIAN’S STATEMENT

2005310053

 

 

 

 

Physician’s Statement of

 

 

 

 

 

 

 

 

 

 

 

 

Permanent and Total Disability

 

 

 

 

 

PA-1000 PS 05-20 (FI)

2020

 

 

START

 

PA Department of Revenue

 

OFFICIAL USE ONLY

Name as shown on PA-1000

 

 

Social Security Number

Instructions

A claimant not covered under the federal Social Security Act or the federal Railroad Retirement Act who is unable to submit proof of permanent and total disability may submit this Physician’s Statement. The physician must deter- mine the claimant’s status using the same standards used for determining permanent and total disability under the federal Social Security Act or the federal Railroad Retirement Act. CAUTION: If the claimant applied for Social Security disability benefits and the Social Security Administration did not rule in the claimant’s favor, the claimant is not eligible for a Property Tax or Rent Rebate.

Confidentiality Statement. All information on this Physician’s Statement and claim form is confidential. The department shall only use this information for the purposes of determining the claimant’s eligibility for a Property Tax or Rent Rebate.

CERTIFICATION

I certify the claimant named above is my patient and is permanently and totally disabled under the standards that the federal Social Security Act or the federal Railroad Retirement Act requires for determining permanent and total disability. Upon request from the PA Department of Revenue, I will provide the medical reports or records indicat- ing diagnosis and prognosis of the claimant’s condition, including signs, symptoms and laboratory findings, if applicable or appropriate.

Please sign after printing.

Physician Signature

Date

MM/DD/YY

Description of Claimant’s Permanent and Total Disability. Briefly describe the reason(s) the above-named claimant is totally and permanently disabled.

Physician Identification Information. Please print.

Name

 

 

National Provider Identifier

 

 

 

 

Business name, if applicable

 

 

 

 

 

 

 

 

Address

 

 

 

 

 

 

 

 

 

City

 

 

State

ZIP Code

 

 

 

 

Office telephone number

Office email address

 

(

)

 

 

 

 

 

 

 

 

2005310053

2005310053

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PA SCHEDULE A

2005410051

 

 

Deceased Claimant and/or

 

 

 

 

 

 

 

 

Multiple Home Prorations

 

 

 

 

PA-1000 A 05-20 (FI)

2020

 

 

 

PA Department of Revenue

 

OFFICIAL USE ONLY

Name as shown on PA-1000

 

 

Social Security Number

 

 

 

 

 

You may make photocopies of this form as needed.

If you owned, paid the property taxes on and resided in a Pennsylvania located home during 2020, then sold that residence and bought another Pennsylvania located home, paid the property taxes on and resided in that home for the remainder of the year, fill in the appropriate dates for each residence. Complete the address and occupancy dates along with Lines 1 through 5 for each home in the applicable columns. If you owned, paid the property taxes on and resided in a Pennsylvania located home during 2020, then sold the property and moved into a rental property and paid rent or if you lived in a rental property and paid rent, then bought a Pennsylvania located home, paid the property taxes and resided in that home for the remainder of the year, complete the address and occupancy dates and complete the information for the First Home column on Lines 1 through 5 for the portion of the year that you owned your home. You should also complete a PA Rent Certificate for the portion of the year that you rented a Pennsylvania located rental property. NOTE: If you resided part of the year in a home located outside PA, do not claim the property tax paid for that period. Enter zero in the appropriate column on Line 1.

Additionally, if a deceased individual owned, paid property taxes on and resided in a Pennsylvania located home during 2020 and died during the claim year, complete the address and occupancy dates and complete the information for the First Home column for Lines 1 through 5. If the deceased previously owned another Pennsylvania located home before owning the Pennsylvania located home he or she was living in preceding death, complete the address and occupancy dates along with Lines 1 through 5 for both columns of the form. If the deceased resided part of a year outside PA, do not claim the property tax paid for that period. Enter zero in the appropriate column on Line 1. If the deceased paid property taxes and resided in a Pennsylvania located home during 2020, then sold the property, moved into a rental property and paid rent; or if the deceased lived in a rental property and paid rent, then bought a Pennsylvania located home, paid the property taxes and resided in that home for the remainder of his or her life, complete the address and occupancy dates and complete the information for the First Home column for Lines 1 through 5 for the portion of the year that the deceased owned the home. The surviving spouse, estate or personal representative claiming the rebate on behalf of the deceased should also complete a PA Rent Certificate for the portion of the year the deceased rented a Pennsylvania located rental property.

Total taxes paid on Line 1 for the First Home Column includes the amount of property taxes paid by the claimant directly or on the claimant’s behalf from an escrow account for a claimant that owned the first home as of Jan. 1 of the claim year. For first homes purchased during the claim year, include the amount of property taxes paid by the claimant directly or on the claimant’s behalf from an escrow account and the total property taxes, before any pro-rata allocation of the property taxes, from a HUD-1 Closing Statement from the purchase of the property. Total taxes paid on Line 1 for the Second Home Column includes the amount of property taxes paid by the claimant directly or on the claimant’s behalf from an escrow account and the total property taxes, before any pro-rata allocation of the property taxes, from a HUD-1 Closing Statement from the purchase of the property.

Street address (First Home)

 

 

 

I/The deceased owned and

 

 

 

 

 

 

 

 

occupied this home from

City or Post Office

State

ZIP Code

 

Month

 

Day

 

2020 until

 

 

 

 

Month

 

Day

2020

 

 

 

 

 

 

 

 

 

Street address (Second Home)

 

 

 

I/The deceased owned and

 

 

 

 

 

 

 

 

occupied this home from

 

 

 

 

(Date moved into this home):

City or Post Office

State

ZIP Code

Month

 

Day

 

2020 until

 

 

 

 

 

 

 

 

 

 

Month

 

Day

 

2020

 

 

 

 

 

 

 

First Home

 

Second Home

1. Total property taxes paid on each home. See above instructions.

$

 

 

$

 

 

 

2.Number of days you or the deceased owned and occupied each home.

3.Percentage of the year that you or the deceased owned and occupied each home. Divide Line 2 by the number of days in the claim year (365 or 366). Round to two decimal places.

4. Multiply Line 1 by Line 3.

$

$

 

 

 

 

5. Total property taxes paid. Add Line 4 for both homes. Enter the amount on

 

 

Line 14 of your or the deceased’s claim form or the next schedule you or the

$

 

deceased must complete.

 

 

 

 

 

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PA SCHEDULE B/D/E

2005510058

 

 

 

 

Widow or Widower/Public Assistance/

 

 

 

 

 

 

 

 

 

 

Business Use Prorations

 

 

 

 

 

 

PA-1000 B/D/E 05-20 (FI)

2020

 

 

 

START

 

PA Department of Revenue

 

 

OFFICIAL USE ONLY

Name as shown on PA-1000

 

 

Social Security Number

 

 

 

 

 

 

 

 

 

You may make photocopies of this form as needed.

Widow/Widower SCHEDULE B. If you were a widow or widower age 50 to 64 during 2020, and you remarried, use this schedule to determine the percentage of the year for which you qualify for a Property Tax or Rent Rebate.

Date you remarried: Month

/ Day

/ 2020

1.Total property tax or rent that you paid in 2020. If you were an owner and completed Schedule A, enter the amount from Line 5. If you were a renter, enter the amount from Line 8 of Schedule RC. . . . . . . . . . . . . . . . . . . . . . . .

2.Number of days you were a widow or widower during 2020 . . . . . . . . . . . .

3.Percentage of the year you were a widow or widower. Divide Line 2 by the number of days in the claim year (365 or 366).

Round to two decimal places. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

4.Eligible property taxes or rent paid. Multiply Line 1 by Line 3. Enter this amount on the next schedule you must complete or . . . . . . . . . . . . . . . . . . . . . . . . .

a)If an owner, enter the amount on Line 14 of your claim form.

b)If a renter, enter the amount on Line 16 of your claim form.

1.$

3.

4. $

Renter SCHEDULE D. Renters who received cash public assistance are not eligible for rebates for those months when they received that assistance. If you received cash public assistance during any part of 2020, use this schedule to determine the amount of rent for which you qualify for a rebate. IMPORTANT: If you received cash public assistance for all of 2020, you may not claim a rebate.

1.Total number of months during which you received cash public assistance:

1.

NOTE: If you received cash public assistance for a full year, you may not claim a rebate.

2.Total rent that you paid in 2020 from Line 8 of Schedule RC, or if you completed Schedule B, enter the result from Line 4 of Schedule B. . . . . . .

3.Total rent you paid during the months that you received

cash public assistance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

4.Eligible rent paid. Subtract Line 3 from Line 2. Enter this amount on the next schedule you must complete, or on Line 16 of your claim form. . . .

2.$

3.$

4.$

Owner/Renter SCHEDULE E. You must complete this schedule if you also used part of your homestead for a purpose other than your personal residence.

If you operated a business in part of your home, you must submit a 1040 Schedule C or PA-40 Schedule C.

If you rented part of your home to others, you must submit a 1040 Schedule E or PA-40 Schedule E.

1.Total property taxes or rent paid on your residence in 2020. Enter the amount of your total property taxes paid or total rent paid from Line 8 of Schedule RC, or, if you completed Schedule A, B or D, enter the result from that schedule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2.Enter the percentage of your home that you used as your residence

from the chart below. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

3.Eligible property taxes or rent paid. Multiply Line 1 by Line 2.

Enter this amount on the next schedule you must complete or. . . . . . . . . . .

a)If an owner, enter the amount on Line 14 of your claim form

b)If a renter, enter the amount on Line 16 of your claim form

1.

$

 

 

 

 

 

 

 

 

 

 

2.

.

or

%

 

 

 

 

3.

$

 

 

 

 

 

 

CHART OF PERSONAL USE PERCENTAGE

20% 25% 30%

0.20 0.25 0.30

33% 40% 50%

0.33 0.40 0.50

67% 75% 80%

0.67 0.75 0.80

90% ____% Other percentage

0.90. ____

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PA SCHEDULE F/G

2005610056

Multiple Owner or Lessor Prorations/

 

Income Annualization

 

 

PA-1000 F/G 05-20 (FI)

2020

 

PA Department of Revenue

OFFICIAL USE ONLY

START Name as shown on PA-1000

You may make photocopies of this form as needed.

Social Security Number

Owner/Renter SCHEDULE F. If your deed or lease shows additional names (other than your spouse or minor children) during 2020, complete this schedule. You must list all owners and renters. If your deed or lease shows more than three names, make copies of this schedule or make your own schedule.

Claimant’s name

Address, if different than claim form

Age

 

 

 

 

 

 

 

 

 

 

Name

Address, if different than claim form

Age

Relationship

 

Social Security No.

 

 

 

 

 

 

 

 

 

 

 

 

Name

Address, if different than claim form

Age

Relationship

 

Social Security No.

 

 

 

 

 

 

 

 

 

 

 

 

1.Total property taxes or rent paid on your residence in 2020. Enter the amount of your total property taxes paid or total rent paid from Line 8 of Schedule RC, or, if you completed Schedule A, B, D or E, enter the result from that schedule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2.Eligible claimant percentage. Divide the number of owners or renters that qualify as claimants by the total number of persons listed on the deed or lease. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

3.Eligible property taxes or rent paid. Multiply the amount on Line 1 by the percentage on Line 2, and enter the result: . . . . . . . . . . . . . . . . . . . . . . . . .

a)If an owner, enter the amount on Line 14 of your claim form

b)If a renter, enter the amount on Line 16 of your claim form

1.

$

 

 

 

 

 

 

 

 

 

 

2.

.

or

%

 

 

 

 

 

 

 

 

3.

$

 

 

 

 

 

 

Owner/Renter SCHEDULE G. Annualized income calculation for owners and renters.

1. Enter the date of death of the claimant: Month

 

/ Day

 

/ 2020

2.Number of days the claimant lived during the claim year. . . . . . . . . . . . . . .

3.Add the positive amounts from Lines 4 through 11f of your claim form plus any amount for Line 11g before the calculation of the annualized income amount and enter the result here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

4.Enter the result of dividing the days in the claim year (365 or 366) by Line 2. Round to two decimal places. . . . . . . . . . . . . . . . . . . . . . . . . . . . .

5.Multiply Line 3 times Line 4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

6.Subtract Line 3 from Line 5 and enter the result here and include in Line 11g of the claim form. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2.

3. $

4.

5.$

6.$

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share of the property taxes paid to the corporation for their residence.

The following types of receipted real estate tax bills are acceptable:

County

School district

City

Borough

Township

Taxes/charges that are not acceptable (even if based on millage):

Flat rate charges

Footage charges

Personal property tax

Per capita tax

Occupational privilege tax

Sewer rent

Garbage collection charges

Municipal assessments such as, or including, road, institution, street, library, light, water, fire, debt, and sinking fund taxes

Interest or penalty payments

If your tax bills contain any of these charges, you must deduct them when completing Line 14.

ATTENTION PHILADELPHIA RESIDENTS:

The City of Philadelphia has provided the department with electronic records of all receipted 2020 property tax bills for Philadelphia that were paid by Dec. 31, 2020. If you live in the City of Philadelphia and paid your 2020 property taxes by Dec. 31, 2020, do not include a copy of your receipted property tax bills. If you live in Philadelphia and paid your 2020 property taxes in 2021, please submit proof of payment as outlined in the preceding information.

NOTE: You or the person who prepares your claim will need to know the amount of tax you paid in order to correctly calculate your rebate. If you do not have a copy of your original tax bill or a copy of your tax payment, you or your preparer will need to estimate the amount of taxes you paid. If the tax amount you provide is not correct, the department will adjust the amount of your rebate based upon the paid taxes reported to the department by the City of Philadelphia.

Line 15 - To determine the amount for Line 15, start with the amount of your total income on Line 23. In Table A, find the income range that includes your Line 23 amount and circle the corresponding maximum standard rebate amount. Compare your maximum standard rebate amount to the amount on Line 14 and enter the lesser amount on Line 15. The department will not pay a rebate for less than $10. The maximum standard rebate cannot exceed $650.

Line 16 - For Renters Only

IMPORTANT: If you have over $15,000 of income on Line 13, you are not eligible for the rent rebate relief portion of this program.

PA Rent Certificate (PA-1000 Schedule RC) - You must always complete this schedule before completing Line 16 or the additional schedules noted later in the instructions for this line. If none of the additional schedules apply, report the amount from Line 8 of Schedule RC on Line 16 of your claim form.

You may claim a rebate only if you pay rent to a property owner for a dwelling that you rent for use as a home that is a self-contained unit.

NOTE: A landlord-tenant relationship exists when the landlord (lessor) provides the claimant (lessee) with a lease for a self-contained unit. This usually means a separate kitchen, bath and bedroom.

The landlord (lessor) must maintain a lease agreement, have separate utility bills, have other evidence of a self- contained unit and report the rental income on federal and PA tax returns. If the landlord (lessor) also claims a Property Tax/Rent Rebate, they must submit a PA-1000 Schedule E (enclosed in this booklet), and provide their federal or PA tax return. You, as the claimant for a rebate, are responsible to prove a landlord-tenant relationship. Self-contained dwellings for rent eligible for rent rebates can include:

Apartment in a house

Apartment building

Boarding home

Mobile home

Mobile home lot

Nursing home

Private home

Personal care home

Assisted living

Domiciliary care

Foster care

Rent Payment Subsidies - For the purpose of this rebate claim, subtract rent payment subsidies provided by or through a governmental agency from the total rent you paid. See Line 5 of the PA Rent Certificate.

Renters must provide one of the following proof documents:

1.A fully completed PA Rent Certificate (PA-1000 Schedule RC), filled out by the landlord, for each place you rented during the year. Keep copies for your records. Your landlord or his/her authorized agent should complete Lines 1 through 8 and sign the PA Rent Certificate.

2.A fully completed PA Rent Certificate, filled out by the claimant, along with a notarized Occupancy Affidavit or rent receipts. If you cannot get your

PA-1000 Pennsylvania Property Tax or Rent Rebate Program 11

landlord to sign the form, you must still complete and submit the PA Rent Certificate (PA-1000 Schedule RC) along with the notarized Occupancy Affidavit that is below the PA Rent Certificate. The reason the land- lord’s signature could not be obtained must be includ- ed. You may also submit the form with copies of your rent receipts. The rent receipts for each period in which you paid the rent must include the landlord or his/her agent’s signature, the full amount of rent paid, your name and the complete address of the rental property.

NOTE: The department will not accept cancelled checks as proof of rent paid. Print your Social Security Number on each proof document that you submit with your claim form.

IMPORTANT: If your landlord is a tax-exempt entity and is not required to pay property taxes on your rental property, you do not qualify for a rent rebate unless your landlord makes payments in lieu of taxes. In this situation, landlords agree to make reasonable cash payments in lieu of taxes to a local government authority (county, municipality, school district, fire/police department, etc.) in order to allow their residents to claim rent rebates.

Before completing Line 16 of the claim form, complete any schedules listed in the instructions for this line. If you must complete more than one schedule, you must complete them in alphabetical order.

If one schedule does not apply to you, skip it, and go to the next schedule. You must carry forward, as the total rent paid, the last amount shown on the previous schedule you complete to the next schedule you complete.

Report the amount shown on the last schedule that applies to you on Line 16 of the claim form.

PA-1000 Schedule B - If you were a widow or widower age 50 to 64 who remarried in 2020.

PA-1000 Schedule D - If you were a renter who received cash public assistance in 2020.

PA-1000 Schedule E - If you used part of your residence for a purpose other than living quarters in 2020.

PA-1000 Schedule F - If your lease shows persons other than your spouse or minor children.

If you were required to complete Schedules B, D, E, or F, enter the lesser amount of the total rent paid in 2020 or the amount shown as eligible rents paid, on the last schedule completed.

Line 17 - Multiply Line 16 by 20 percent (0.20).

Line 18 - To determine the amount for Line 18, start with the amount of your total income on Line 23. In Table B, find the income range that includes your Line 23 amount and circle the corresponding maximum rebate amount. Compare your maximum rebate amount to the amount on Line 17 and enter the lesser amount on Line 18. The department will not pay a rebate for less than $10. The maximum standard rebate cannot exceed $650.

Line 19 - For Owner/Renter Only

IMPORTANT: If you have over $15,000 of income claimed on Line 13, you are not eligible for the rent rebate relief portion of this program.

CAUTION: As an owner/renter, only fill in Oval B (Owner/Renter) in Section B of the claim form. Do not fill in Oval P or R. Filling in other ovals may reduce your rebate amount. If you were both a property owner and a renter in 2020, you must calculate your property tax rebate separately from your rent rebate. Complete Lines 14 and 15 to calculate your property tax rebate and complete Lines 16 through 18 to calculate your rent rebate.

Add Lines 15 and 18 - To determine the amount for Line 19, start with the amount of your total income in Line 23. In Table A, find the income range that includes your Line 23 amount and circle the corresponding maximum standard rebate amount. Compare your maximum standard rebate amount to the sum of Lines 15 and 18 and enter the lesser amount on Line 19. The department will not pay a rebate for less than $10. The maximum standard rebate cannot exceed $650.

DIRECT DEPOSIT

Line 20 - In order to comply with banking rules, direct deposits are not available for rebates going to bank accounts outside the U.S. If your bank account is outside the U.S., do not complete the direct deposit Lines 20, 21 and 22. The department will send you a paper check.

If your rebate will be going to a bank account within the U.S., you have the option to have your rebate directly deposited.

If you want the Department of Revenue to directly deposit your rebate into your checking or savings account at your bank, credit union, or other financial institution, place an X in the appropriate box on Line 20. Then complete Lines 21 and 22.

IMPORTANT: If the direct deposit request is to a represen- tative payee bank account or bank account for anyone other than the claimant or the claimant’s spouse (in the case of a joint claim), each claim filed requesting payment to that account must include a copy of the contract, agree- ment, or other document authorizing the payee as the proper receiver of the claimant’s rebate.

CAUTION: Be sure to enter the correct routing and account numbers. Please check with your financial institution to make sure your direct deposit will be accepted and to get the correct routing and account numbers. The Department of Revenue:

Is not responsible for a lost rebate if you enter the wrong account information.

Cannot change the banking information you enter in these spaces.

Will send a check instead of making a direct deposit into your account if the information you entered is not accurate or up to date.

12PA-1000 Pennsylvania Property Tax or Rent Rebate Program

SAMPLE CHECK

Joe & Jane Taxpayer

 

50-42

 

0001

123 Drive Avenue

 

370

 

 

Nowhere, PA 78910

 

1234567890

 

 

 

 

 

 

Date

Pay To The Order Of:

 

 

 

$

 

 

 

 

 

 

 

 

Dollars

Your Bank

 

 

 

 

Commonwealth Region

Routing Number

Account Number

Check Number

Harrisburg, PA

 

 

 

 

Memo

 

Signature

 

 

 

I: 250250025 :I

202III02III086

III0001

 

Please do not send a copy of a blank or voided check with your rebate application.

Will convert a direct deposit payment request into a paper check to be mailed to the claimant if the depart- ment cannot verify the rebate is authorized for direct deposit into a representative payee bank account.

By placing an X in either box on Line 20, you are authoriz- ing the department to directly deposit your rebate into your checking or savings account. Direct deposits cannot be made to Social Security Direct Express ® cards.

IMPORTANT: Do not include a copy of a blank check with your rebate application. The department cannot complete this information on your application.

Line 21 - Routing Number

Enter your bank or financial institution’s nine-digit routing number. The first two digits must be 01 through 12, or 21 through 32. Do not use spaces or special characters when entering the routing number. EXAMPLE: The routing number on the sample check above is 250250025.

If you are attempting to complete this line using a deposit slip, please contact your financial institution to determine if the routing number is correct. Many times the number on the deposit slip is for internal use by the institution and using it may delay the payment of your rebate.

NOTE: This number must be nine digits. Otherwise, your financial institution will reject the direct deposit, and the department will mail you a check.

IMPORTANT: Your check may state that it is payable through a bank different from the financial institution where you have your account (i.e. your check may have two banks listed on the face). If so, do not use the routing number on your check. Instead, ask your financial institution for the correct routing number and enter it on Line 21.

Line 22 - Checking or Savings Account Number

Enter your checking or savings account number. Your account number may be as many as 17 digits and may contain both numbers and letters.

Enter the numbers and letters from left to right. Do not use spaces or special characters when you enter your account number and leave any unused boxes blank. EXAMPLE: The checking account number on the sample check above is 20202086. Do not include the check number. The check number on the sample check is 0001. If you are attempting to complete this line using a direct deposit slip, please contact your financial institution to determine if the account number is correct. Many times the number on the deposit slip is for internal use by the institution and using it may delay the payment of your rebate.

CAUTION: If your bank has recently changed ownership, the routing and account numbers on your check may be incorrect. Please verify the routing and account numbers with your bank before you enter them on Lines 21 and 22.

IMPORTANT: If you apply before the end of May and opt for direct deposit of your rebate, you may notice a zero dollar transaction on your April or May bank statement. This transaction is part of a security process conducted to verify your account information and ensure your rebate arrives quickly and accurately. If account information cannot be verified for direct deposit, the department will send you a paper check.

Line 23 - Total Income

Line 23 is used to determine the correct rebate amount. Enter the amount from Line 13 of the claim form on this line and circle the corresponding Maximum Standard Rebate or Maximum Rebate amount for your income level. Owners use Table A and Renters use Table B.

SECTION IV - OATH

Please read the following oath before signing the claim form.

CLAIMANT OATH: I declare that this claim is true, correct, and complete to the best of my knowledge and belief, and this is the only claim filed by members of my household. I authorize the PA Department of Revenue access to my

PA-1000 Pennsylvania Property Tax or Rent Rebate Program 13

federal and Pennsylvania personal income tax records, my PACE records, my Social Security Administration records, and/or my Department of Human Services records. This access is for verifying the truth, correctness, and complete- ness of the information reported in this claim.

If you do not agree with the oath, do not sign the claim form. However, the department will not process the claim form or issue a rebate without a signature.

NOTE: The Property Tax or Rent Rebate program is a benefit provided to qualifying homeowners who apply. The Department of Revenue will not place a lien or judgment on your property because of a Property Tax/Rent Rebate paid to you.

SIGNATURES: Sign and date the claim form in the space provided. The signature must match the name listed on the label or printed on the name line. If someone other than the claimant signs the claim form, a copy of the Power of Attorney, guardianship papers, or other documents entitling that person to sign must accompany the claim form. In the case of a deceased claimant, see the instructions beginning on Page 4.

If the claimant makes a mark instead of a signature, two people must sign the form as witnesses to the claimant’s mark.

Also please provide the name, address, and telephone number of the claimant’s nearest relative. This helps the department locate claimants if the Post Office returns a rebate check as undeliverable.

If you are signing the claim form on the behalf of the claimant(s) under the authority of a Power of Attorney, complete the name, telephone number and address lines as indicated on Page 2 of the PA-1000, Property Tax or Rent Rebate Claim Form. You must also include a copy of the Power of Attorney form with the PA-1000 claim form when filed.

SUBMIT YOUR APPLICATION

File electronically via myPATH in order to receive your rebate faster. See Page 18.

You must complete and submit one original claim form to the Department of Revenue. Do not submit a photocopy of the claim form.

IMPORTANT: Do not use staples. Using staples delays the processing of your claim and damages your claim form and other documents.

Place your completed claim form and other necessary documents in the envelope provided. Use the checklist on the back of the envelope to verify that your claim is complete. Incomplete claims will delay your rebate. If you do not have the envelope the department provided, mail your completed claim form and necessary documents to:

PA DEPARTMENT OF REVENUE

PROPERTY TAX OR RENT REBATE PROGRAM PO BOX 280503

HARRISBURG PA 17128-0503

SUPPLEMENTAL PROPERTY TAX REBATES

Revenue from slots gaming is providing general property tax relief to all Pennsylvania homeowners. Supplemental property tax rebates, equal to 50 percent of taxpayers’ base rebates, are available to provide extra relief to homeowners who need it the most.

Homeowners in Pittsburgh, Scranton and Philadelphia with eligibility income of $30,000 or less will receive additional payments, as will homeowners in the rest of the state who meet the same income-eligibility requirement and pay more than 15 percent of their household income in property taxes.

IMPORTANT: If you are eligible for a supplemental payment above the maximum rebate, the department will calculate it for you. Please follow the instructions for Lines 14 and 15 on Pages 9 and 11 of this booklet to complete your rebate application; do not adjust the amounts on Line 15.

REBATE TABLES

TABLE A - OWNERS ONLY

 

TOTAL INCOME

Maximum Standard

From Line 13 of your claim form

Rebate

 

 

 

 

 

 

 

 

$

0

to

$

8,000

$

650

 

 

 

 

 

 

 

 

 

$

8,001

to

$

15,000

$

500

 

$

15,001

to

$

18,000

$

300

 

 

 

 

 

 

 

 

 

$

18,001

to

$

35,000

$

250

 

 

 

 

 

TABLE B - RENTERS ONLY

 

 

 

 

 

 

 

 

 

TOTAL INCOME

Maximum

 

From Line 13 of your claim form

Rebate

 

 

 

 

 

 

 

 

 

$

0

to

$

8,000

$

650

 

 

 

 

 

 

 

 

 

$

8,001

to

$

15,000

$

500

 

 

 

 

 

 

 

 

 

14PA-1000 Pennsylvania Property Tax or Rent Rebate Program

THE PENNSYLVANIA LOTTERY

The Pennsylvania Lottery established by law in 1971, remains the only U.S. lottery to dedicate all proceeds to benefit older adults.

Where does the money go*?

 

BENEFIT

RETAILER AND

OPERATING

WINNER PRIZES

VENDOR

PROGRAMS

COMMISSIONS

EXPENSES

65 cents

26 cents

7 cents

2 cents

*Profits based on sales and interest income

In the 2019-2020 fiscal year, the Pennsylvania Lottery generated $1.14 billion in net revenue to support benefits for older Pennsylvanians. This was the ninth consecutive year the Lottery generated more than $1 billion for programs that benefit Pennsylvania seniors. The Lottery achieved this by selling nearly $4.47 billion in its traditional games and recording $731 million in online play. In addition, winners of Lottery’s traditional games claimed more than $2.9 billion in prizes while online winners were awarded $639 million.

Since its very first game went on sale in 1972, the Pennsylvania Lottery has contributed more than $31 billion to programs that

include property tax and rent rebates; transportation services; care services; prescription assistance; and a broad range of local services provided by Area Agencies on Aging.

The Pennsylvania Lottery is a bureau of the Pennsylvania Department of Revenue, and a successful enterprise of which all state residents may be proud.

Players must be 18 or older. Please play responsibly. Problem Gambling Helpline: 1-800-GAMBLER.

For more information about Lottery games and benefits for older Pennsylvanians, visit palottery.com.

PENNSYLVANIA COUNTIES & CODES

Adams

01

Elk

24

Montour

47

 

Allegheny

02

Erie

25

Northampton

48

 

Armstrong

03

Fayette

26

Northumberland

49

 

Beaver

04

Forest

27

Perry

50

 

Bedford . . .

05

Franklin . . .

28

 

Philadelphia . . .

51

 

Berks

06

Fulton

29

 

Pike

52

 

Blair

07

Greene . . . .

30

 

Potter

53

 

Bradford . . .

08

Huntingdon

31

 

Schuylkill

54

 

Bucks

09

Indiana . . . .

32

 

Snyder

55

 

Butler

10

Jefferson

33

 

Cambria

11

Juniata

34

Somerset

56

 

Cameron

12

Lackawanna

35

Sullivan

57

 

Carbon

13

Lancaster

36

Susquehanna

58

 

Centre

14

Lawrence

37

Tioga

59

 

Chester

15

Lebanon

38

Union

60

 

Clarion . . . .

16

Lehigh . . . .

39

 

Venango

61

 

Clearfield . .

17

Luzerne . . .

40

 

Warren

62

 

Clinton . . . .

18

Lycoming . .

41

 

Washington . . .

63

 

Columbia . .

19

McKean . . .

42

 

Wayne

64

 

Crawford . .

20

Mercer . . . .

43

 

Westmoreland .

65

 

Cumberland

21

Mifflin

44

 

Dauphin

22

Monroe

45

Wyoming

66

 

Delaware

23

Montgomery

46

York

67

 

 

 

 

 

 

 

PA-1000 Pennsylvania Property Tax or Rent Rebate Program

15

PA SCHOOL DISTRICTS & CODES BY COUNTY

SCHOOL DISTRICT

CODE

ADAMS

Bermudian Springs . . . . . . . . . . . . . .01110

Conewago Valley . . . . . . . . . . . . . . .01160

Fairfield Area . . . . . . . . . . . . . . . . . .01305

Gettysburg Area . . . . . . . . . . . . . . . .01375

Littlestown Area . . . . . . . . . . . . . . . .01520

Upper Adams . . . . . . . . . . . . . . . . . .01852

ALLEGHENY

Allegheny Valley . . . . . . . . . . . . . . .02060

Avonworth . . . . . . . . . . . . . . . . . . . .02075

Baldwin Whitehall . . . . . . . . . . . . . . .02110

Bethel Park . . . . . . . . . . . . . . . . . . .02125

Brentwood Borough . . . . . . . . . . . . .02145

Carlynton . . . . . . . . . . . . . . . . . . . .02160

Chartiers Valley . . . . . . . . . . . . . . . .02175

Clairton City . . . . . . . . . . . . . . . . . . .02190

Cornell . . . . . . . . . . . . . . . . . . . . . . .02210

Deer Lakes . . . . . . . . . . . . . . . . . . .02225

Duquesne City . . . . . . . . . . . . . . . . .02250

East Allegheny . . . . . . . . . . . . . . . . .02280

Elizabeth Forward . . . . . . . . . . . . . .02315

Fort Cherry . . . . . . . . . . . . . . . . . . . .63240

Fox Chapel Area . . . . . . . . . . . . . . .02391

Gateway . . . . . . . . . . . . . . . . . . . . . .02410

Hampton Township . . . . . . . . . . . . .02460

Highlands . . . . . . . . . . . . . . . . . . . . .02475

Keystone Oaks . . . . . . . . . . . . . . . .02500

McKeesport Area . . . . . . . . . . . . . . .02600

Montour . . . . . . . . . . . . . . . . . . . . . .02630

Moon Area . . . . . . . . . . . . . . . . . . . .02634

Mount Lebanon . . . . . . . . . . . . . . . .02640

North Allegheny . . . . . . . . . . . . . . . .02685

Northgate . . . . . . . . . . . . . . . . . . . . .02687

North Hills . . . . . . . . . . . . . . . . . . . .02690

Penn Hills . . . . . . . . . . . . . . . . . . . . .02735

Penn-Trafford . . . . . . . . . . . . . . . . . .65710

Pine-Richland . . . . . . . . . . . . . . . . .02100

Pittsburgh . . . . . . . . . . . . . . . . . . . . .02745

Plum Borough . . . . . . . . . . . . . . . . .02750

Quaker Valley . . . . . . . . . . . . . . . . .02775

Riverview . . . . . . . . . . . . . . . . . . . . .02820

Shaler Area . . . . . . . . . . . . . . . . . . .02830

South Allegheny . . . . . . . . . . . . . . . .02865

South Fayette Township . . . . . . . . .02870

South Park . . . . . . . . . . . . . . . . . . . .02875

Steel Valley . . . . . . . . . . . . . . . . . . .02883

Sto-Rox . . . . . . . . . . . . . . . . . . . . . .02885

Upper Saint Clair Township . . . . . . .02920

West Allegheny . . . . . . . . . . . . . . . .02940

West Jefferson Hills . . . . . . . . . . . . .02955

West Mifflin Area . . . . . . . . . . . . . . .02960

Wilkinsburg Borough . . . . . . . . . . . .02980

Woodland Hills . . . . . . . . . . . . . . . . .02990

ARMSTRONG

Allegheny Clarion Valley . . . . . . . . .16030

Apollo-Ridge . . . . . . . . . . . . . . . . . .03060

Armstrong . . . . . . . . . . . . . . . . . . . .03085

Freeport Area . . . . . . . . . . . . . . . . . .03305

Karns City Area . . . . . . . . . . . . . . . .10360

Kiski Area . . . . . . . . . . . . . . . . . . . . .65440

Leechburg Area . . . . . . . . . . . . . . . .03450

Redbank Valley . . . . . . . . . . . . . . . .16800

BEAVER

Aliquippa Borough . . . . . . . . . . . . .04050

Ambridge Area . . . . . . . . . . . . . . . . .04070

Beaver Area . . . . . . . . . . . . . . . . . . .04120

Big Beaver Falls Area . . . . . . . . . . .04150

Blackhawk . . . . . . . . . . . . . . . . . . . .04160

Central Valley . . . . . . . . . . . . . . . . . .04200

Ellwood City Area . . . . . . . . . . . . . .37200

Freedom Area . . . . . . . . . . . . . . . . .04285

Hopewell Area . . . . . . . . . . . . . . . . .04410

Midland Borough . . . . . . . . . . . . . . .04530

New Brighton Area . . . . . . . . . . . . . .04565

Riverside Beaver County . . . . . . . . .04585

Rochester Area . . . . . . . . . . . . . . . .04690

South Side Area . . . . . . . . . . . . . . . .04740

Western Beaver County . . . . . . . . . .04930

BEDFORD

Bedford Area . . . . . . . . . . . . . . . . . .05100

Chestnut Ridge . . . . . . . . . . . . . . . .05150

Claysburg-Kimmel . . . . . . . . . . . . . .07150

Everett Area . . . . . . . . . . . . . . . . . . .05300

Northern Bedford County . . . . . . . . .05600

Tussey Mountain . . . . . . . . . . . . . . .05800

SCHOOL DISTRICT

CODE

 

SCHOOL DISTRICT

CODE

BERKS

 

 

Palmerton Area

. . .13650

Antietam

. .06050

 

Panther Valley

. . .13660

Boyertown Area

. .06075

 

Weatherly Area

. . .13900

Brandywine Heights Area

. .06085

 

 

 

Conrad Weiser Area

. .06110

 

CENTRE

 

Daniel Boone Area

. .06150

 

Bald Eagle Area

. . .14100

Exeter Township

. .06200

 

Bellefonte Area

. . .14110

Fleetwood Area

. .06250

 

Keystone Central

. . .18360

Governor Mifflin

. .06300

 

Penns Valley Area

. . .14700

Hamburg Area

. .06350

 

Philipsburg-Osceola Area

. . .17700

Kutztown Area

. .06400

 

State College Area

. . .14800

Muhlenberg Township

. .06550

 

Tyrone Area

. . .07800

Oley Valley

. .06650

 

 

 

Reading

. .06700

 

CHESTER

 

Schuylkill Valley

. .06750

 

Avon Grove

. . .15050

Tulpehocken Area

. .06800

 

Coatesville Area

. . .15190

Twin Valley

. .06810

 

Downingtown Area

. . .15200

Upper Perkiomen

. .46860

 

Great Valley

. . .15350

Wilson

. .06910

 

Kennett Consolidated

. . .15400

Wyomissing

. .06935

 

Octorara Area

. . .15650

 

 

 

Owen J. Roberts

. . .15660

BLAIR

 

 

Oxford Area

. . .15670

Altoona Area

. .07050

 

Phoenixville Area

. . .15720

Bellwood Antis

. .07100

 

Spring-Ford Area

. . .46730

Claysburg-Kimmel

. .07150

 

Tredyffrin Easttown

. . .15780

Hollidaysburg Area

. .07350

 

Twin Valley

. . .06810

Spring Cove

. .07750

 

Unionville-Chadds Ford

. . .15850

Tyrone Area

. .07800

 

West Chester Area

. . .15900

Williamsburg Community

. .07900

 

CLARION

 

 

 

 

 

BRADFORD

 

 

Allegheny Clarion Valley

. . .16030

Athens Area

. .08050

 

Armstrong

. . .03085

Canton Area

. .08100

 

Clarion Area

. . .16120

Northeast Bradford County

. .08300

 

Clarion-Limestone Area

. . .16170

Sayre Area

. .08600

 

Keystone

. . .16650

Towanda Area

. .08650

 

North Clarion County

. . .16750

Troy Area

. .08665

 

Redbank Valley

. . .16800

Wyalusing Area

. .08900

 

Union

. . .16900

BUCKS

 

 

CLEARFIELD

 

Bensalem Township

. .09100

 

Clearfield Area

. . .17100

Bristol Borough

. .09130

 

Curwensville Area

. . .17180

Bristol Township

. .09135

 

Dubois Area

. . .17200

Centennial

. .09200

 

Glendale

. . .17300

Central Bucks

. .09210

 

Harmony Area

. . .17350

Council Rock

. .09235

 

Moshannon Valley

. . .17500

Easton Area

. .48330

 

Philipsburg-Osceola Area

. . .17700

Morrisville Borough

. .09720

 

Purchase Line

. . .32730

Neshaminy

. .09750

 

West Branch Area

. . .17900

New Hope Solebury

. .09760

 

 

 

North Penn

. .46570

 

CLINTON

 

Palisades

. .09800

 

Jersey Shore Area

. . .41400

Pennridge

. .09810

 

Keystone Central

. . .18360

Pennsbury

. .09820

 

West Branch Area

. . .17900

Quakertown Community

. .09840

 

 

 

Souderton Area

. .46710

 

COLUMBIA

 

 

 

 

Benton Area

. . .19100

BUTLER

 

 

Berwick Area

. . .19110

Allegheny Clarion Valley

. .16030

 

Bloomsburg Area

. . .19120

Butler Area

. .10125

 

Central Columbia

. . .19150

Freeport Area

. .03305

 

Millville Area

. . .19500

Karns City Area

. .10360

 

Mount Carmel Area

. . .49510

Mars Area

. .10500

 

North Schuylkill

. . .54500

Moniteau

. .10535

 

Southern Columbia Area

. . .19750

Seneca Valley

. .10790

 

 

 

Slippery Rock Area

. .10750

 

CRAWFORD

 

South Butler County

. .10780

 

Conneaut

. . .20103

 

 

 

Corry Area

. . .25145

CAMBRIA

 

 

Crawford Central

. . .20135

Blacklick Valley

. .11060

 

Jamestown Area

. . .43360

Cambria Heights

. .11120

 

Penncrest

. . .20470

Central Cambria

. .11130

 

Titusville Area

. . .61720

Conemaugh Valley

. .11140

 

Union City Area

. . .25910

Ferndale Area

. .11200

 

 

 

Forest Hills

. .11220

 

CUMBERLAND

 

Glendale

. .17300

 

Big Spring

. . .21050

Greater Johnstown

. .11250

 

Camp Hill

. . .21100

Northern Cambria

. .11450

 

Carlisle Area

. . .21110

Penn Cambria

. .11600

 

Cumberland Valley

. . .21160

Portage Area

. .11630

 

East Pennsboro Area

. . .21250

Richland

. .11650

 

Mechanicsburg Area

. . .21650

Westmont Hilltop

. .11850

 

Shippensburg Area

. . .21800

Windber Area

. .56910

 

South Middleton

. . .21830

CAMERON

 

 

West Shore

. . .21900

 

 

 

 

Cameron County

. .12270

 

DAUPHIN

 

 

 

 

Central Dauphin

. . .22140

CARBON

 

 

Derry Township

. . .22175

Hazleton Area

. .40330

 

Halifax Area

. . .22250

Jim Thorpe Area

. .13500

 

Harrisburg City

. . .22275

Lehighton Area

. .13550

 

Lower Dauphin

. . .22400

SCHOOL DISTRICT

CODE

Middletown Area . . . . . . . . . . . . . . .22600

Millersburg Area . . . . . . . . . . . . . . . .22610

Steelton Highspire . . . . . . . . . . . . . .22800

Susquehanna Township . . . . . . . . . .22830

Susquenita . . . . . . . . . . . . . . . . . . . .50600

Upper Dauphin Area . . . . . . . . . . . .22900

Williams Valley . . . . . . . . . . . . . . . . .54880

DELAWARE

Chester Upland . . . . . . . . . . . . . . . .23123

Chichester . . . . . . . . . . . . . . . . . . . .23130

Garnet Valley . . . . . . . . . . . . . . . . . .23410

Haverford Township . . . . . . . . . . . . .23450

Interboro . . . . . . . . . . . . . . . . . . . . .23510

Marple Newtown . . . . . . . . . . . . . . .23550

Penn-Delco . . . . . . . . . . . . . . . . . . .23690

Radnor Township . . . . . . . . . . . . . . .23760

Ridley . . . . . . . . . . . . . . . . . . . . . . . .23770

Rose Tree Media . . . . . . . . . . . . . . .23790

Southeast Delco . . . . . . . . . . . . . . .23840

Springfield . . . . . . . . . . . . . . . . . . . .23850

Unionville-Chadds Ford . . . . . . . . . .15850

Upper Darby . . . . . . . . . . . . . . . . . .23945

Wallingford Swarthmore . . . . . . . . . .23960

West Chester Area . . . . . . . . . . . . . .15900

William Penn . . . . . . . . . . . . . . . . . .23965

ELK

Brockway Area . . . . . . . . . . . . . . . . .33070

Forest Area . . . . . . . . . . . . . . . . . . .27200

Johnsonburg Area . . . . . . . . . . . . . .24350

Kane Area . . . . . . . . . . . . . . . . . . . .42230

Ridgway Area . . . . . . . . . . . . . . . . . .24600

Saint Marys Area . . . . . . . . . . . . . . .24800

ERIE

Corry Area . . . . . . . . . . . . . . . . . . . .25145

Erie City . . . . . . . . . . . . . . . . . . . . . .25260

Fairview . . . . . . . . . . . . . . . . . . . . . .25330

Fort Leboeuf . . . . . . . . . . . . . . . . . .25355

General McLane . . . . . . . . . . . . . . .25390

Girard . . . . . . . . . . . . . . . . . . . . . . . .25405

Harbor Creek . . . . . . . . . . . . . . . . . .25435

Iroquois . . . . . . . . . . . . . . . . . . . . . .25655

Millcreek Township . . . . . . . . . . . . . .25760

North East . . . . . . . . . . . . . . . . . . . .25830

Northwestern . . . . . . . . . . . . . . . . . .25850

Union City Area . . . . . . . . . . . . . . . .25910

Wattsburg Area . . . . . . . . . . . . . . . .25970

FAYETTE

Albert Gallatin Area . . . . . . . . . . . . .26030

Belle Vernon Area . . . . . . . . . . . . . .65060

Brownsville Area . . . . . . . . . . . . . . .26080

Connellsville Area . . . . . . . . . . . . . .26130

Frazier . . . . . . . . . . . . . . . . . . . . . . .26290

Laurel Highlands . . . . . . . . . . . . . . .26400

Southmoreland . . . . . . . . . . . . . . . .65750

Uniontown Area . . . . . . . . . . . . . . . .26800

FOREST

Forest Area . . . . . . . . . . . . . . . . . . .27200

FRANKLIN

Chambersburg Area . . . . . . . . . . . . .28130

Fannett-Metal . . . . . . . . . . . . . . . . . .28200

Greencastle-Antrim . . . . . . . . . . . . .28300

Shippensburg Area . . . . . . . . . . . . .21800

Tuscarora . . . . . . . . . . . . . . . . . . . . .28600

Waynesboro Area . . . . . . . . . . . . . .28900

FULTON

Central Fulton . . . . . . . . . . . . . . . . .29130

Forbes Road . . . . . . . . . . . . . . . . . .29230

Southern Fulton . . . . . . . . . . . . . . . .29750

GREENE

Carmichaels Area . . . . . . . . . . . . . .30130

Central Greene . . . . . . . . . . . . . . . .30140

Jefferson-Morgan . . . . . . . . . . . . . . .30350

Southeastern Greene . . . . . . . . . . .30650

West Greene . . . . . . . . . . . . . . . . . .30850

HUNTINGDON

Huntingdon Area . . . . . . . . . . . . . . .31250

Juniata Valley . . . . . . . . . . . . . . . . . .31280

Mount Union Area . . . . . . . . . . . . . .31600

Southern Huntingdon County . . . . .31750

Tussey Mountain . . . . . . . . . . . . . . .05800

Tyrone Area . . . . . . . . . . . . . . . . . . .07800

16PA-1000 Pennsylvania Property Tax or Rent Rebate Program

PA SCHOOL DISTRICTS & CODES BY COUNTY

SCHOOL DISTRICT

CODE

 

SCHOOL DISTRICT

CODE

INDIANA

 

 

Dallas

. .40160

Apollo-Ridge

. .03060

 

Greater Nanticoke Area

. .40260

Armstrong

. .03085

 

Hanover Area

. .40300

Blairsville-Saltsburg

. .32110

 

Hazleton Area

. .40330

Harmony Area

. .17350

 

Lake-Lehman

. .40390

Homer Center

. .32330

 

Northwest Area

. .40600

Indiana Area

. .32370

 

Pittston Area

. .40660

Marion Center Area

. .32520

 

Wilkes-Barre Area

. .40885

Penns Manor Area

. .32630

 

Wyoming Area

. .40920

Punxsutawney Area

. .33800

 

Wyoming Valley West

. .40930

Purchase Line

. .32730

 

LYCOMING

 

United

. .32800

 

 

 

 

 

Canton Area

. .08100

JEFFERSON

 

 

East Lycoming

. .41200

Brockway Area

. .33070

 

Jersey Shore Area

. .41400

Brookville Area

. .33080

 

Loyalsock Township

. .41420

Clarion-Limestone Area

. .16170

 

Montgomery Area

. .41500

Dubois Area

. .17200

 

Montoursville Area

. .41510

Punxsutawney Area

. .33800

 

Muncy

. .41530

 

 

 

South Williamsport Area

. .41610

JUNIATA

 

 

Southern Tioga

. .59700

Greenwood

. .50300

 

Wellsboro Area

. .59850

Juniata County

. .34360

 

Williamsport Area

. .41720

LACKAWANNA

 

 

MCKEAN

 

Abington Heights

. .35030

 

Bradford Area

. .42080

Carbondale Area

. .35130

 

Kane Area

. .42230

Dunmore

. .35220

 

Oswayo Valley

. .53750

Forest City Regional

. .58300

 

Otto-Eldred

. .42600

Lackawanna Trail

. .66500

 

Port Allegany

. .42630

Lakeland

. .35460

 

Smethport Area

. .42750

Mid Valley

. .35550

 

MERCER

 

North Pocono

. .35650

 

 

Old Forge

. .35660

 

Commodore Perry

. .43130

Riverside

. .35700

 

Crawford Central

. .20135

Scranton City

. .35740

 

Farrell Area

. .43250

Valley View

. .35840

 

Greenville Area

. .43280

 

 

 

Grove City Area

. .43290

LANCASTER

 

 

Hermitage

. .43330

Cocalico

. .36130

 

Jamestown Area

. .43360

Columbia Borough

. .36150

 

Lakeview

. .43390

Conestoga Valley

. .36170

 

Mercer Area

. .43500

Donegal

. .36220

 

Reynolds

. .43530

Eastern Lancaster County

. .36230

 

Sharon City

. .43560

Elizabethtown Area

. .36240

 

Sharpsville Area

. .43570

Ephrata Area

. .36260

 

West Middlesex Area

. .43750

Hempfield

. .36310

 

Wilmington Area

. .37800

Lampeter-Strasburg

. .36360

 

MIFFLIN

 

Lancaster

. .36400

 

 

Manheim Central

. .36440

 

Mifflin County

. .44460

Manheim Township

. .36450

 

Mount Union Area

. .31600

Octorara Area

. .15650

 

MONROE

 

Penn Manor

. .36520

 

 

Pequea Valley

. .36530

 

East Stroudsburg Area

. .45200

Solanco

. .36700

 

Pleasant Valley

. .45520

Warwick

. .36900

 

Pocono Mountain

. .45540

LAWRENCE

 

 

Stroudsburg Area

. .45600

 

 

MONTGOMERY

 

Blackhawk

. .04160

 

 

Ellwood City Area

. .37200

 

Abington

. .46030

Laurel

. .37400

 

Boyertown Area

. .06075

Mohawk Area

. .37500

 

Bryn Athyn Borough

. .46050

Neshannock Township

. .37520

 

Cheltenham Township

. .46130

New Castle Area

. .37530

 

Colonial

. .46160

Shenango Area

. .37620

 

Hatboro-Horsham

. .46360

Union Area

. .37700

 

Jenkintown

. .46380

Wilmington Area

. .37800

 

Lower Merion

. .46450

 

 

 

Lower Moreland Township

. .46460

LEBANON

 

 

Methacton

. .46530

Annville-Cleona

. .38030

 

Norristown Area

. .46560

Cornwall-Lebanon

. .38130

 

North Penn

. .46570

Eastern Lebanon County

. .38230

 

Perkiomen Valley

. .46610

Lebanon

. .38460

 

Pottsgrove

. .46630

Northern Lebanon

. .38500

 

Pottstown

. .46640

Palmyra Area

. .38530

 

Souderton Area

. .46710

 

 

 

Springfield Township

. .46720

LEHIGH

 

 

Spring-Ford Area

. .46730

Allentown City

. .39030

 

Upper Dublin

. .46830

Bethlehem Area

. .48100

 

Upper Merion Area

. .46840

Catasauqua Area

. .39130

 

Upper Moreland Township

. .46850

East Penn

. .39230

 

Upper Perkiomen

. .46860

Northern Lehigh

. .39450

 

Wissahickon

. .46930

Northwestern Lehigh

. .39460

 

MONTOUR

 

Parkland

. .39510

 

 

Salisbury Township

. .39560

 

Danville Area

. .47180

Southern Lehigh

. .39570

 

Warrior Run

. .49800

Whitehall-Coplay

. .39780

 

NORTHAMPTON

 

 

 

 

 

LUZERNE

 

 

Bangor Area

. .48080

Berwick Area

. .19110

 

Bethlehem Area

. .48100

Crestwood

. .40140

 

Catasauqua Area

. .39130

SCHOOL DISTRICT

CODE

Easton Area . . . . . . . . . . . . . . . . . . .48330

Nazareth Area . . . . . . . . . . . . . . . . .48480

Northampton Area . . . . . . . . . . . . . .48490

Northern Lehigh . . . . . . . . . . . . . . . .39450

Pen Argyl Area . . . . . . . . . . . . . . . . .48560

Saucon Valley . . . . . . . . . . . . . . . . .48600

Wilson Area . . . . . . . . . . . . . . . . . . .48860

NORTHUMBERLAND

Danville Area . . . . . . . . . . . . . . . . . .47180

Line Mountain . . . . . . . . . . . . . . . . .49350

Milton Area . . . . . . . . . . . . . . . . . . . .49500

Mount Carmel Area . . . . . . . . . . . . .49510

Shamokin Area . . . . . . . . . . . . . . . .49650

Shikellamy . . . . . . . . . . . . . . . . . . . .49660

Southern Columbia Area . . . . . . . . .19750

Warrior Run . . . . . . . . . . . . . . . . . . .49800

PERRY

Fannett-Metal . . . . . . . . . . . . . . . . . .28200

Greenwood . . . . . . . . . . . . . . . . . . .50300

Newport . . . . . . . . . . . . . . . . . . . . . .50400

Susquenita . . . . . . . . . . . . . . . . . . . .50600

West Perry . . . . . . . . . . . . . . . . . . . .50800

PHILADELPHIA

Philadelphia City . . . . . . . . . . . . . . .51500

PIKE

Delaware Valley . . . . . . . . . . . . . . . .52200

East Stroudsburg Area . . . . . . . . . .45200

Wallenpaupack Area . . . . . . . . . . . .64830

POTTER

Austin Area . . . . . . . . . . . . . . . . . . .53030

Coudersport Area . . . . . . . . . . . . . . .53130

Galeton Area . . . . . . . . . . . . . . . . . .53280

Keystone Central . . . . . . . . . . . . . . .18360

Northern Potter . . . . . . . . . . . . . . . .53550

Oswayo Valley . . . . . . . . . . . . . . . . .53750

Port Allegany . . . . . . . . . . . . . . . . . .42630

SCHUYLKILL

Blue Mountain . . . . . . . . . . . . . . . . .54080

Hazleton Area . . . . . . . . . . . . . . . . .40330

Mahanoy Area . . . . . . . . . . . . . . . . .54450

Minersville Area . . . . . . . . . . . . . . . .54470

North Schuylkill . . . . . . . . . . . . . . . .54500

Panther Valley . . . . . . . . . . . . . . . . .13660

Pine Grove Area . . . . . . . . . . . . . . .54600

Pottsville Area . . . . . . . . . . . . . . . . .54610

Saint Clair Area . . . . . . . . . . . . . . . .54680

Shenandoah Valley . . . . . . . . . . . . .54720

Schuylkill Haven Area . . . . . . . . . . .54730

Tamaqua Area . . . . . . . . . . . . . . . . .54760

Tri-Valley . . . . . . . . . . . . . . . . . . . . .54780

Williams Valley . . . . . . . . . . . . . . . .54880

SNYDER

Midd-West . . . . . . . . . . . . . . . . . . . .55500 Selinsgrove Area . . . . . . . . . . . . . . .55710

SOMERSET

Berlin Brothersvalley . . . . . . . . . . . .56100

Conemaugh Township Area . . . . . . .56180

Meyersdale Area . . . . . . . . . . . . . . .56520

North Star . . . . . . . . . . . . . . . . . . . .56550

Rockwood Area . . . . . . . . . . . . . . . .56630

Salisbury-Elk Lick . . . . . . . . . . . . . .56700

Shade-Central City . . . . . . . . . . . . .56720

Shanksville-Stonycreek . . . . . . . . . .56740

Somerset Area . . . . . . . . . . . . . . . . .56770

Turkeyfoot Valley Area . . . . . . . . . . .56840

Windber Area . . . . . . . . . . . . . . . . . .56910

SULLIVAN

Sullivan County . . . . . . . . . . . . . . . .57630

SUSQUEHANNA

Blue Ridge . . . . . . . . . . . . . . . . . . . .58100

Elk Lake . . . . . . . . . . . . . . . . . . . . . .58250

Forest City Regional . . . . . . . . . . . .58300

Montrose Area . . . . . . . . . . . . . . . . .58450

Mountain View . . . . . . . . . . . . . . . . .58460

Susquehanna Community . . . . . . . .58650

TIOGA

Canton Area . . . . . . . . . . . . . . . . . . .08100

Galeton Area . . . . . . . . . . . . . . . . . .53280

Northern Tioga . . . . . . . . . . . . . . . . .59600

Southern Tioga . . . . . . . . . . . . . . . .59700

Wellsboro Area . . . . . . . . . . . . . . . .59850

SCHOOL DISTRICT

CODE

UNION

Lewisburg Area . . . . . . . . . . . . . . . .60400

Mifflinburg Area . . . . . . . . . . . . . . . .60500

Milton Area . . . . . . . . . . . . . . . . . . . .49500

Warrior Run . . . . . . . . . . . . . . . . . . .49800

VENANGO

Allegheny Clarion Valley . . . . . . . . .16030

Cranberry Area . . . . . . . . . . . . . . . . .61130

Forest Area . . . . . . . . . . . . . . . . . . .27200

Franklin Area . . . . . . . . . . . . . . . . . .61220

Oil City Area . . . . . . . . . . . . . . . . . . .61620

Penncrest . . . . . . . . . . . . . . . . . . . . .20470

Titusville Area . . . . . . . . . . . . . . . . . .61720

Valley Grove . . . . . . . . . . . . . . . . . .61860

WARREN

Corry Area . . . . . . . . . . . . . . . . . . . .25145

Titusville Area . . . . . . . . . . . . . . . . . .61720

Warren County . . . . . . . . . . . . . . . . .62830

WASHINGTON

Avella Area . . . . . . . . . . . . . . . . . . . .63050

Bentworth . . . . . . . . . . . . . . . . . . . . .63090

Bethlehem-Center . . . . . . . . . . . . . .63100

Brownsville Area . . . . . . . . . . . . . . .26080

Burgettstown Area . . . . . . . . . . . . . .63120

California Area . . . . . . . . . . . . . . . . .63150

Canon-McMillan . . . . . . . . . . . . . . . .63170

Charleroi . . . . . . . . . . . . . . . . . . . . .63180

Chartiers-Houston . . . . . . . . . . . . . .63190

Fort Cherry . . . . . . . . . . . . . . . . . . . .63240

McGuffey . . . . . . . . . . . . . . . . . . . . .63390

Peters Township . . . . . . . . . . . . . . .63650

Ringgold . . . . . . . . . . . . . . . . . . . . . .63700

Trinity Area . . . . . . . . . . . . . . . . . . . .63800

Washington . . . . . . . . . . . . . . . . . . .63880

WAYNE

Forest City Regional . . . . . . . . . . . .58300

North Pocono . . . . . . . . . . . . . . . . . .35650

Susquehanna Community . . . . . . . .58650

Wallenpaupack Area . . . . . . . . . . . .64830

Wayne Highlands . . . . . . . . . . . . . . .64870

Western Wayne . . . . . . . . . . . . . . . .64890

WESTMORELAND

Belle Vernon Area . . . . . . . . . . . . . .65060

Blairsville-Saltsburg . . . . . . . . . . . . .32110

Burrell . . . . . . . . . . . . . . . . . . . . . . .65070

Derry Area . . . . . . . . . . . . . . . . . . . .65160

Franklin Regional . . . . . . . . . . . . . . .65260

Greater Latrobe . . . . . . . . . . . . . . . .65310

Greensburg Salem . . . . . . . . . . . . . .65320

Hempfield Area . . . . . . . . . . . . . . . .65380

Jeannette City . . . . . . . . . . . . . . . . .65410

Kiski Area . . . . . . . . . . . . . . . . . . . . .65440

Leechburg Area . . . . . . . . . . . . . . . .03450

Ligonier Valley . . . . . . . . . . . . . . . . .65490

Monessen City . . . . . . . . . . . . . . . . .65580

Mount Pleasant Area . . . . . . . . . . . .65590

New Kensington-Arnold . . . . . . . . . .65630

Norwin . . . . . . . . . . . . . . . . . . . . . . .65650

Penn-Trafford . . . . . . . . . . . . . . . . . .65710

Southmoreland . . . . . . . . . . . . . . . .65750

Yough . . . . . . . . . . . . . . . . . . . . . . . .65890

WYOMING

Elk Lake . . . . . . . . . . . . . . . . . . . . . .58250

Lackawanna Trail . . . . . . . . . . . . . . .66500

Lake-Lehman . . . . . . . . . . . . . . . . . .40390

Tunkhannock Area . . . . . . . . . . . . . .66750

Wyalusing Area . . . . . . . . . . . . . . . .08900

Wyoming Area . . . . . . . . . . . . . . . . .40920

YORK

Central York . . . . . . . . . . . . . . . . . . .67130

Dallastown Area . . . . . . . . . . . . . . . .67160

Dover Area . . . . . . . . . . . . . . . . . . . .67180

Eastern York . . . . . . . . . . . . . . . . . .67220

Hanover Public . . . . . . . . . . . . . . . .67280

Northeastern . . . . . . . . . . . . . . . . . .67440

Northern York County . . . . . . . . . . .67460

Red Lion Area . . . . . . . . . . . . . . . . .67550

South Eastern . . . . . . . . . . . . . . . . .67620

South Western . . . . . . . . . . . . . . . . .67640

Southern York County . . . . . . . . . . .67650

Spring Grove Area . . . . . . . . . . . . . .67670

West Shore . . . . . . . . . . . . . . . . . . .21900

West York Area . . . . . . . . . . . . . . . .67850

York City . . . . . . . . . . . . . . . . . . . . . .67900

York Suburban . . . . . . . . . . . . . . . . .67940

PA-1000 Pennsylvania Property Tax or Rent Rebate Program 17

CUSTOMER SERVICES AND ASSISTANCE

PREPARATION ASSISTANCE

FREE PREPARATION ASSISTANCE

You can receive free assistance in preparing your Property Tax/Rent Rebate form through the Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs. Visit the department’s website or contact the nearest Revenue district office for information.

REVENUE DISTRICT OFFICES

If you need assistance preparing your claim form or have questions, please contact your local Department of Revenue district office. See Page 19 for a list of offices.

OTHER PROGRAMS AND SERVICES

PA DEPARTMENT OF AGING (WWW.AGING.PA.GOV) The Department of Aging has served as an advocate for the interests of older Pennsylvanians at all levels of government since 1978. Information on the following programs and services can be found on its website.

AREA AGENCIES ON AGING

Each Area Agency on Aging has trained staff available to answer questions and make referrals to other agencies in the community that provide the specific services needed by the individual. Refer to the government pages of your local phone directory to find the Area Agency on Aging office nearest you.

PACE, PACENET AND PACE PLUS MEDICARE (1-800-225-7223)

PACE, PACENET and PACE Plus Medicare are Pennsylvania’s prescription assistance programs for older adults, offering low-cost prescription medication to qualified residents age 65 and older.

LONG-TERM CARE SERVICES (1-866-286-3636)

This program, administered by the Department of Human Services and funded by the Pennsylvania Lottery and fed- eral Medical Assistance money, provides nursing facility and home- and community-based services to qualifying low-income seniors and individuals with disabilities.

FREE AND REDUCED-FARE TRANSPORTATION

The Department of Transportation distributes Lottery funding to local transit authorities to provide free and reduced-fare mass transit for older residents. Contact your local transit authority for more information.

APPRISE (1-800-783-7067)

APPRISE is a free health insurance counseling program designed to help older Pennsylvanians with Medicare. Counselors are specially trained volunteers who can answer your questions about Medicare and provide you with objective, easy-to-understand information about Medicare, Medicare Supplemental Insurance, Medicaid and Long-Term Care Insurance.

REPORT ELDER ABUSE (1-800-490-8505)

Any person who believes an older adult is being abused, neglected, exploited or abandoned may call the statewide elder abuse hotline toll-free, 24 hours a day.

ONLINE SERVICES

mypath.pa.gov

Pennsylvanians will be able to electronically submit their Property Tax/Rent Rebate applications directly from the myPATH homepage. They can also check the status of their rebate as well. Claimants will be asked to answer questions and provide specific information when sub- mitting an electronic application or checking the status of their rebate. The electronic application offers many user-friendly features and automatic calculators not available on the paper application.

revenue-pa.custhelp.com

You can find answers to commonly asked questions by using the department's Online Customer Service Center. Use the Frequently Asked Questions feature to search the database of commonly asked questions. If you do not find your answer you have the ability to sub- mit your question to a customer service representative.

TELEPHONE SERVICES

CUSTOMER EXPERIENCE CENTER

Call 1-888-222-9190 for personal assistance during normal business hours, 7:30 a.m. to 5 p.m.

1-888-PATAXES

Touch-tone service is required for this automated 24-hour toll-free line.

Services for Taxpayers with Special Hearing and/or Speaking Needs: 1-800-447-3020 (TTY)

FORMS ORDERING SERVICES

To obtain forms, visit a Revenue district office or use one of the following services:

Internet: www.revenue.pa.gov/ptrr

Select Forms and Publications on the right-hand side.

Email Requests for Forms: ra-forms@pa.gov

Automated 24-hour Forms Ordering Message Service: 1-800-362-2050.

This line serves taxpayers without touch-tone telephone service.

Written Requests: PA DEPARTMENT OF REVENUE TAX FORMS SERVICE UNIT 1854 BROOKWOOD STREET HARRISBURG PA 17104-2244

Check with your local public library.

18PA-1000 Pennsylvania Property Tax or Rent Rebate Program

PA DEPARTMENT OF REVENUE DISTRICT OFFICES

NOTE: Please call ahead to verify a district office’s address and its services or visit the department’s

website at www.revenue.pa.gov for information. Taxpayer assistance hours are

8:30 a.m. to 5:00 p.m.

ALLENTOWN

NORRISTOWN

PITTSBURGH - GREENTREE

STE 6

SECOND FL

11 PARKWAY CTR STE 175

555 UNION BLVD

STONY CREEK OFFICE CENTER

875 GREENTREE RD

ALLENTOWN PA 18109-3389

151 W MARSHALL ST

PITTSBURGH PA 15220-3623

610-861-2000

NORRISTOWN PA 19401-4739

412-929-0614

ERIE

610-270-1780

READING

 

448 W 11TH ST

PHILADELPHIA - CENTER CITY

STE 239

ERIE PA 16501-1501

STE 204A

625 CHERRY ST

814-871-4491

110 N 8TH ST

READING PA 19602-1186

 

PHILADELPHIA PA 19107-2412

610-378-4401

GREENSBURG

215-560-2056

 

SECOND FL

 

SCRANTON

15 W THIRD ST

PHILADELPHIA - NORTHEAST

RM 207

GREENSBURG PA 15601-3003

ACDMY PLZ SHPG CTR

BANK TOWERS

724-832-5283

3240 RED LION RD

207 WYOMING AVE

 

PHILADELPHIA PA 19114-1109

SCRANTON PA 18503-1427

HARRISBURG

215-821-1860

570-963-4585

LOBBY

 

 

STRAWBERRY SQ

PITTSBURGH - DOWNTOWN

 

HARRISBURG PA 17128-0101

411 7TH AVE - ROOM 420

 

717-783-1405

PITTSBURGH PA 15219-1905

 

 

412-565-7540

 

www.revenue.pa.gov

PA-1000 Pennsylvania Property Tax or Rent Rebate Program 19

COMMONWEALTH OF PENNSYLVANIA

OFFICE OF THE GOVERNOR

HARRISBURG

My Fellow Pennsylvanians:

The Property Tax/Rent Rebate program provides rebates up to $975 each year to hundreds of thousands of older Pennsylvanians and residents with disabilities. This is one of the many programs funded by the Pennsylvania Lottery that benefit older Pennsylvanians.

The Pennsylvania Lottery has funded property tax relief for seniors since the early 1970s and is the only lottery in the nation that devotes all proceeds to programs that benefit older residents. Since ticket sales began, the Lottery has contributed more than $31 billion to programs that have grown to include the Property Tax/Rent Rebate program, a free and reduced-fare public transit program, the low-cost prescription drug programs PACE and PACENET, long-term care services, the 52 Area Agencies on Aging that serve all 67 counties, and hundreds of full- and part-time senior community centers across the state.

All of these programs and services are part of Pennsylvania’s commitment to ensuring healthier, happier lives for its older residents. In fiscal year 2018-19, every day the Lottery helped to provide older adults with nearly 15,200 prescriptions, more than 24,400 meals, over 101,000 rides, and more than $1 million in care services — all adding up to $1.14 billion in annual support.

The Property Tax/Rent Rebate program is available to qualified older Pennsylvanians and permanently disabled residents. Every qualified resident should use the program. If you think a friend, neighbor or family member may qualify for a rebate, tell them about the program. I do not want a single senior to miss out on the help they need.

Sincerely,

TOM WOLF

Governor

20 PA-1000 Pennsylvania Property Tax or Rent Rebate Program

www.revenue.pa.gov

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