Pa Homestead Real Estate Tax Rebate Form - Excel by xvq19903

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									                                                            PINE-RICHLAND SCHOOL DISTRICT
                                                            PROPERTY TAX REBATE PROGRAM
                                                              FLOWCHART FOR APPROVAL



  Do you have an approved Homestead                    No
  application on file with Allegheny County for                           STOP, You are not
  your current residence?                                                 eligible for this rebate.


                          Yes


                                                  No
         Were you age 65 or older on                             Was your spouse age 65 or older
         December 31, 2008?                                      on December 31, 2008?


                         Yes                                                        No


                                                                                                           No
Review Form PA-1000, Section C                                  Was your spouse deceased on or                     STOP, You are not
(Total Income): Is Line 12 greater                              before December 31, 2007?                          eligible for this rebate.
than $35,000?
                                                                                    Yes

                                Yes
                                                                                                      Yes
                                                                  Have you remarried during                     STOP, You are not
                                                                  2008?                                         eligible for this rebate.
                STOP, You are not
                eligible for this rebate.                                           No


       No                                                                                             No
                                                                  Were you age 50 or older on                   STOP, You are not
                                                                  December 31, 2008?                            eligible for this rebate.
Complete Application and attach
appropriate documentation the the
Business Office postmarked no later
than June 30, 2009.
                                                  No
Was application postmarked by June                                                             STOP, You are not
30, 2009?                                                                                      eligible for this rebate.



                  Yes


                                             No
Did the taxpayer submit all                             Send taxpayer "Request for
required documents?                                     additional information" letter.
                                                                                          No
                  Yes                                   Did taxpayer return the                         STOP, You are not
                                                        information requested?                          eligible for this rebate.

                                            Yes
Did the taxpayer pay all tax liability by
December 31, 2008?


           Yes                                    No
                                                                                                     STOP, You are not
                                                                                                     eligible for this rebate.

 Call Jordan Tax to verify if
 delinquencies exist.

 Does the taxpayer have outstanding               Yes
                                                                                                STOP, You are not
 delinquent taxes payable?
                                                                                                eligible for this rebate.




            No
Calculate maximum rebate eligibility
amount and total taxes paid by              No
taxpayer in 2008.                                REBATE is equal to the
                                                 Total Taxed Paid.
Does total taxes paid exceed
maximum rebate eligibility?
                                                               Do
             Yes


                                                 SEND REBATE CHECK TO
                                       Do
REBATE is equal to the                                TAXPAYER.
Maximum Elgible Rebate




                                                      FINISHED
                                                                              PINE-RICHLAND SCHOOL DISTRICT
                                                                        PROPERTY TAX REBATE CALCULATION WORKSHEET
    Taxpayer Name
    (enter name here using last, first)                                                                                                               Column A       Column B
A. TOTAL ELIGIBILITY INCOME                                                                                                                               SELF        SPOUSE
    1. Social Security, SSI, and SSP Income reported on Form SSA-1099 (total income divided by 2)         Total self income=                      $        -
                                                                                                                           Total spouse income=                  $         -
    2. Railroad Retirement Tier 1 Benefits reported on Form RRB-1099 (total benefits divided by 2) Total self income=                             $        -
                                                                                                                           Total spouse income=                  $         -
    3. Pension, Annuity, IRA Distributions, and Veterans' Disability Benefits (Use 100% of 2008 Retirement Tier 2
       Benefits)--Note:If distribution from a pension or individual retirement account is rolled over to another
       retirement account, the amount that was rolled over is not included in elgibility income.
    4. Interest and Dividend Income
    5. Gain or Loss on the Sale or Exchange of Property (if loss, enter value as a negative)
    6. Net Rental Income or Loss (if loss, enter value as a negative)
    7. Net Business Income or Loss (if loss, enter value as a negative)
    8a. Salaries, wages, bonuses, commissions, and estate and trust income
    8b. Gambling and Lottery winnings, including PA Lottery winnings, prize winnings, and the value of other prizes
    8c. Value of inheritances, alimony, and spousal support
    8d. Cash public assistance/relief. Unemployment compensation, and workers' compensation,
       except Section 306(c) benefits
    8e. 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
    8f. Gifts of cash or property totaling more than $300, except gifts between members of a household
    8g. Miscellaneous income that is not listed above.
    8. Other Income. Enter the total of Lines 8a through 8g.                                                                                      $        -     $         -
    9. TOTAL INCOME                                                                                                                               $        -     $         -
    10. TOTAL ELIGIBILITY INCOME                                                                                                                  $                        -
B. TOTAL REAL ESTATE TAXES PAID IN FULL
    1. Enter 2008 Allegheny County Real Estate Taxes Paid in Full
    2. Enter 2008 Pine-Richland School District Real Estate Taxes Paid in Full
    3. Enter 2008 Richland Township Real Estate Taxes Paid in Full
    4. Enter 2008 Township of Pine Real Estate Taxes Paid in Full
    5 TOTAL 2008 REAL ESTATE TAXES PAID IN FULL                                                                                                   $                        -
C. MAXIMUM ELIGIBLE REBATE                                                                                                                             A         $      650.00
D. REBATE DUE TO TAXPAYER
    If Line B5 is greater than or equal to Line C above, then the rebate is equal to Maximum Eligible Rebate.                                     $                        -
    If Line C is greater than Line B5 above, then the rebate is equal to the Real Estate Taxes Paid in Full.                                      $                        -
        REBATE SCHEDULE
                                    Max
Code    Eligibility Income         Rebate
 A         -      to       8,000    $650
 B      8,001 to          15,000    $500
 C     15,001 to          18,000    $300
 D     18,001 to          35,000    $250
 E     35,001 &         higher       $0
PINE-RICHLAND SCHOOL DISTRICT
PROPERTY TAX REBATE CHECKLIST

Taxpayer Name
(enter name here using last, first)

Required Documentation                                                  Source Document                     YES   NO   N/A
1. Completed application                                                District Form
                                                                        Website printout or letter from
2. Approved Homestead Application on file                               Allegheny County
3. Proof of age (first time filers only)                                Birth Certificate
4. Proof of spouse age (first time filers only)                         Birth Certificate of spouse
5. Proof of widow/widower status (provide both for first time filers)   Birth Certificate
                                                                        Death Certificate of spouse
6. Completed and attached Form PA-1000 for 2008                         Form PA-1000 for 2008
7. Income verification of all amounts reported on Form PA-1000
    a. Social Security, SSI, & SSP                                      Form SSA-1099
    b. Railroad retirement                                              Form RRB-1099
    c. Pensions, annuity, IRA, Vet Disability                           Form 1099
    d. Interest and dividends (provide one)                             Federal Schedule B
                                                                        PA Schedule A and/or B
                                                                        Front page of Federal or PA State
                                                                        Return
  e. Capital Gains/Losses (provide one)                                 Federal Schedule D
                                                                        PA Schedule D
                                                                        Federal Forms 1099
  f. Rental Income/Loss (PA-1000 Schedule E, and one other)             Form PA-1000 Schedule E
                                                                        Federal Schedule E, Part 1
                                                                        PA Schedule E
  g. Business Income/Loss (PA-1000 Schedule E, and one other)           Form PA-1000 Schedule E
                                                                        Federal Schedule C
                                                                        Federal Scheule F
                                                                        PA Schedule C
                                                                        PA Schedule F
                                                                        PA Schedule C/F Reconciliation
                                                                        PA Schedule RK-1
                                                                        PA Schedule NRK-1
                                                                        Federal Schedule K-1
  h. Salaries, wages, bonuses, commissions (provide one)                Form W-2
                                                                        Federal Tax Return
                                                                        PA Income Tax Return
  i. Estate and trust income                                            Schedule K-1
  j. Gambling and lottery winnings (must submit both)                   Form PA-40T
                                                                        Form W-2G
  k. Inheritences, alimony, spousal support (provide one)               Federal Tax Return
                                                                        PA Income Tax Return
                                                                        Notice of verification
  l. Amounts received from public assistance                            Federal Tax Return
                                                                        PA Income Tax Return
                                                                        Notice of verification
 m. All other sources of income                                         Federal Tax Return
                                                                        PA Income Tax Return
                                                                        Notice of verification
8. Proof of taxes paid in full (must submit district, county, and       Allgheny County
                                   one township return as applicable)   School District
   Proof of taxes paid may be a tax receipt, letter, or cancelled       Richland Township
   check dated on or before 12/31/2008.                                 Township of Pine
9. Delinquent taxes paid in full                                        Call Jordan Tax to verify

								
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