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Property Tax Burden By County

This research brief uses (1) income data from the Bureau of Economic Analysis and the Internal Revenue Service and (2) property tax data from the Pennsylvania Department of Education and Department of Community and Economic Development to estimate county-level property tax burdens across the state for 2021. 

Tags: county, property, tax

Property Tax/Rent Rebate Expansion

This research brief uses data from the Pennsylvania Department of Revenue, the American Community Survey and Social Security Administration to estimate the impact of the recently enacted expansion of the PTRR program. It provides detail on impact by income level, claimant type and county.

Tags: property, rebate, rent, tax

Property Tax Burden by County

This research brief uses (1) income data from the Bureau of Economic Analysis and the Internal Revenue Service and (2) property tax data from the Pennsylvania Department of Education and Department of Community and Economic Development to estimate county-level property tax burdens across the state for 2020. 

Tags: county, property, tax

School District Property Tax Update

The IFO released an updated school district property tax forecast. The report (1) projects revenues through FY 2026-27, (2) estimates revenues collected from senior homeowners, (3) ranks counties based on per capita revenues  and (4) provides detail on the projected Act 1 index.

Tags: property, school, tax

Property Tax Replacement Estimates

In response to a legislative request, the IFO transmitted a letter that provides additional information to a previous analysis for potential property tax replacement revenues proposed under House Bill 13.

Tags: legislative, property, request, tax

Property Tax Replacement Estimates

In response to a legislative request, the IFO transmitted a letter that provides updated estimates for potential revenue sources that could replace school district property taxes if eliminated.

Tags: legislative, property, request, tax

IFO Background and Recent Releases

Director Matt Knittel made a presentation of recent IFO releases to the PA School Boards Association.

Tags: pension, property

Economic Outlook and Property Tax Update

Analyst Jesse Bushman made a presentation to PASBO regarding the IFO’s recent Five-Year Economic and Budget Outlook and School District Property Tax Forecast.

Tags: demographic, outlook, property, revenue

School District Property Tax Forecast

This report contains the IFO's updated forecast of school district property tax collections from FY 2020-21 to FY 2025-26. This report updates the forecast that the IFO published in February 2021 and includes (1) actual FY 2019-20 current-year property tax collections, (2) the impact from FY 2021-22 millage rates and (3) new wage projections that increase the statewide average weekly wage (SAWW) portion of the Act 1 Index projection.

Tags: property, tax

Property Tax Update

Director Matthew Knittel made a brief presentation on property taxes to the House Majority Policy Committee.

Tags: presentation, property, tax

Property Tax Burden by County

This research brief uses (1) income data from the Bureau of Economic Analysis and the Internal Revenue Service and (2) property tax data from the Pennsylvania Department of Education and Department of Community and Economic Development to estimate and rank county-level property tax burdens across the state for 2019.

Note: This research brief was originally posted on 8/17/2021. It has been updated to include a map that displays school district property tax burdens by county. 

Tags: property, tax

Projecting the Components of the Act 1 Index

Director Matt Knittel made a presentation to PASBO regarding the IFO’s recent computation of the Act 1 Index.

Tags: presentation, property

School District Property Tax Forecast

This report contains the IFO's forecast of school district property tax collections from FY 2019-20 to FY 2025-26. The report also contains projections of the Act 1 index and estimates of school district property taxes attributable to homestead property. (This report was originally posted on February 2, 2021. Based on new data for the 2020 Q4 ECI, which impacts the FY 2020-21 ECI computation, this report was updated and reposted.)

Tags: property, tax

Economic and Budget Update Presentation

Deputy Director Brenda Warburton gave a presentation at a session of the Pennsylvania Education Policy Fellowship Program regarding the Commonwealth's economic and budget outlook.

Tags: budget, demographic, economic, estimates, presentation, property

Property Tax by County and Income

This research brief uses data from the U.S. Census Bureau's American Community Survey to provide Pennsylvania property tax data for 2018 by county, household income and homeowner age.

Tags: property, tax

Property Tax Update Presentation

Director Matthew Knittel made a brief presentation to the Pennsylvania School Boards Association on property tax data recently published by the IFO.

Tags: presentation, property

School District Property Tax Forecast

This report contains the IFO's forecasted school district property tax collections from FY 2018-19 through FY 2024-25. The report also contains projections of the Act 1 index and estimates of school district property taxes that can be attributed to homesteads.

Total school property tax collections for FY 2018-19 ($15.0 billion) and FY 2019-20 ($15.3 billion) are estimated using millage rates published by the Pennsylvania Department of Education and property tax assessment data. For FY 2020-21 through FY 2024-25, collections are projected based on the statutory, economic and structural factors that affect growth rates of property taxes. During that period, total school property tax collections are projected to grow at an average annual rate of 3.9 percent, reaching $18.6 billion by FY 2024-25.

Tags: property

2022 property Tax Burden by County

This research brief uses (1) income data from the Bureau of Economic Analysis and the Internal Revenue Service and (2) property tax data from the Pennsylvania Department of Education and Department of Community and Economic Development to estimate county-level property tax burdens on homeowners and renters across the state for 2022. The brief was updated on September 6, 2024 to address a technical correction. 

08/21/2024

School District property Tax Forecast

The IFO released an updated school district property tax forecast. The report projects revenues and the Act 1 index through FY 2025-26 and provides an overview of recent trends in school district funding.

06/19/2024

State and Local Tax Revenues: A 50 State Comparison

This report uses data from the U.S. Census Bureau, the U.S. Bureau of Economic Analysis, CCH AnswerConnect and the Tax Foundation to facilitate a comparison of state and local tax systems across the 50 states. The report examines (1) the level of per capita state and local taxes across states (unadjusted and adjusted for price differentials) and (2) the distribution of state and local taxes across revenue sources (e.g., income, sales and property).

02/14/2024

property Tax Burden By County

This research brief uses (1) income data from the Bureau of Economic Analysis and the Internal Revenue Service and (2) property tax data from the Pennsylvania Department of Education and Department of Community and Economic Development to estimate county-level property tax burdens across the state for 2021. 

08/22/2023

property Tax/Rent Rebate Expansion

This research brief uses data from the Pennsylvania Department of Revenue, the American Community Survey and Social Security Administration to estimate the impact of the recently enacted expansion of the PTRR program. It provides detail on impact by income level, claimant type and county.

08/09/2023

School District property Tax Update

The IFO released an updated school district property tax forecast. The report (1) projects revenues through FY 2027-28, (2) estimates revenues collected from senior homeowners, (3) ranks counties based on per capita revenues and (4) provides detail on the projected Act 1 index.

06/28/2023

property Tax Rebates for Senior Homeowners

In response to a legislative request, the IFO transmitted a letter that analyzes a proposal to provide property tax rebates for senior homeowners in certain income ranges.

04/13/2023

State and Local Tax Revenues: A 50 State Comparison

This report uses data from the U.S. Census Bureau, the Internal Revenue Service (IRS), the U.S. Bureau of Economic Analysis and the Federation of Tax Administrators to facilitate a comparison of state and local tax systems across the 50 states. The report examines (1) the relative level of state and local taxes across states, (2) the distribution of state and local taxes across revenue sources (e.g., income, sales and property) and (3) state debt levels.

02/21/2023

property Tax Burden by County

This research brief uses (1) income data from the Bureau of Economic Analysis and the Internal Revenue Service and (2) property tax data from the Pennsylvania Department of Education and Department of Community and Economic Development to estimate county-level property tax burdens across the state for 2020. 

09/06/2022

School District property Tax Update

The IFO released an updated school district property tax forecast. The report (1) projects revenues through FY 2026-27, (2) estimates revenues collected from senior homeowners, (3) ranks counties based on per capita revenues  and (4) provides detail on the projected Act 1 index.

08/15/2022

property Tax Replacement Estimates

In response to a legislative request, the IFO transmitted a letter that provides additional information to a previous analysis for potential property tax replacement revenues proposed under House Bill 13.

05/19/2022

property Tax Replacement Estimates

In response to a legislative request, the IFO transmitted a letter that provides updated estimates for potential revenue sources that could replace school district property taxes if eliminated.

04/15/2022

Senate Budget Hearing Request

The Independent Fiscal Office (IFO) responded to two questions raised at the office’s budget hearing before the Senate Appropriations Committee. The questions relate to an update of the IFO’s five-year projections for revenues and expenditures that incorporates the proposed initiatives in the Governor’s Executive Budget and an estimate of school district property taxes paid by seniors.

03/21/2022

Act 25 of 2011 Analysis

In response to a legislative request, the IFO transmitted a letter that estimates the potential reduction in property taxes due to Act 25 of 2011.

02/16/2022

STATE AND LOCAL TAX REVENUES: A 50 STATE COMPARISON

This report uses data from the U.S. Census Bureau, the Internal Revenue Service (IRS), the U.S. Bureau of Economic Analysis and the Federation of Tax Administrators to facilitate a comparison of state and local tax systems across the 50 states. The report examines (1) the relative level of state and local taxes across states, (2) the distribution of state and local taxes across revenue sources (e.g., income, sales and property) and (3) state debt levels.

01/19/2022

Economic Outlook and property Tax Update

Analyst Jesse Bushman made a presentation to PASBO regarding the IFO’s recent Five-Year Economic and Budget Outlook and School District property Tax Forecast.

11/16/2021

School District property Tax Forecast

This report contains the IFO's updated forecast of school district property tax collections from FY 2020-21 to FY 2025-26. This report updates the forecast that the IFO published in February 2021 and includes (1) actual FY 2019-20 current-year property tax collections, (2) the impact from FY 2021-22 millage rates and (3) new wage projections that increase the statewide average weekly wage (SAWW) portion of the Act 1 Index projection.

11/08/2021

property Tax Update

Director Matthew Knittel made a brief presentation on property taxes to the House Majority Policy Committee.

08/30/2021

property Tax Burden by County

This research brief uses (1) income data from the Bureau of Economic Analysis and the Internal Revenue Service and (2) property tax data from the Pennsylvania Department of Education and Department of Community and Economic Development to estimate and rank county-level property tax burdens across the state for 2019. Note: This research brief was originally posted on 8/17/2021. It has been updated to include a map that displays school district property tax burdens by county. 

08/25/2021

School property Tax, Senior Spending and Tax Revenues

In response to a legislative request, the IFO transmitted a letter that updates previous analyses on state and local budget issues, including (1) the IFO school district property tax forecast, (2) potential revenue sources that could replace school district property taxes if eliminated, (3) state spending dedicated to seniors, (4) the share of certain tax revenues remitted by seniors, (5) tax treatment of retirement income by state and (6) migration patterns by age groups.

04/23/2021

School District property Tax Forecast

This report contains the IFO's forecast of school district property tax collections from FY 2019-20 to FY 2025-26. The report also contains projections of the Act 1 index and estimates of school district property taxes attributable to homestead property. (This report was originally posted on February 2, 2021. Based on new data for the 2020 Q4 ECI, which impacts the FY 2020-21 ECI computation, this report was updated and reposted.)

02/24/2021

State and Local Tax Revenues: A 50 State Comparison

This report uses the most recent data from the U.S. Census Bureau, the Internal Revenue Service (IRS), the U.S. Bureau of Economic Analysis and the Federation of Tax Administrators to facilitate a comparison of state and local tax systems across the 50 states. The report examines (1) the relative level of state and local taxes across states, (2) the distribution of state and local taxes across revenue sources (e.g., income, sales and property) and (3) state debt levels.

11/24/2020

COVID-19 Impact on Local Revenues

In response to a legislative request, the Independent Fiscal Office examined how the COVID-19 pandemic and mandated business closures could impact local earned income taxes (EIT), property taxes and gaming revenues received by municipalities, counties and school districts for the current year.

07/16/2020

property Tax by County and Income

This research brief uses data from the U.S. Census Bureau's American Community Survey to provide Pennsylvania property tax data for 2018 by county, household income and homeowner age.

04/07/2020

property Tax Update Presentation

Director Matthew Knittel made a brief presentation to the Pennsylvania School Boards Association on property tax data recently published by the IFO.

03/13/2020

School District property Tax Forecast

This report contains the IFO's forecasted school district property tax collections from FY 2018-19 through FY 2024-25. The report also contains projections of the Act 1 index and estimates of school district property taxes that can be attributed to homesteads. Total school property tax collections for FY 2018-19 ($15.0 billion) and FY 2019-20 ($15.3 billion) are estimated using millage rates published by the Pennsylvania Department of Education and property tax assessment data. For FY 2020-21 through FY 2024-25, collections are projected based on the statutory, economic and structural factors that affect growth rates of property taxes. During that period, total school property tax collections are projected to grow at an average annual rate of 3.9 percent, reaching $18.6 billion by FY 2024-25.

02/06/2020

State and Local Taxes: A Comparison Across States

This report uses the most recent data from the U.S. Census Bureau, the Internal Revenue Service (IRS), the U.S. Bureau of Economic Analysis and the Federation of Tax Administrators to facilitate a comparison of state and local tax systems across the fifty states. The report examines (1) the relative level of state and local taxes across states, (2) the distribution of state and local taxes across revenue sources (e.g., income, sales and property) and (3) state debt levels.

01/29/2020

School District property Tax Rebate

In response to a legislative request, the IFO transmitted a letter that analyzes a set of proposed school district property tax rebates for all homestead property owners.

11/12/2019

property Tax Replacement Estimates

In response to a legislative request, the IFO transmitted a letter that provides revenue estimates for various proposed changes to the state tax code affecting personal income and sales and use taxes.

10/04/2019

School District property Tax Elimination

In response to a legislative request, the IFO transmitted a letter that estimates potential replacement revenues for school district property taxes described in House Bill 13.

10/03/2019

property Tax Elimination for Senior Homeowners

In response to a legislative request, the IFO transmitted a letter that analyzes a proposal to eliminate all property taxes for senior homeowners with household income of $40,000 or less. 

09/25/2019

property Tax Rent Rebate Program

In response to a legislative request, the IFO transmitted a letter that supplements a previous request to analyze a proposed expansion of the property Tax Rent Rebate Program.

09/17/2019

property Tax Rent Rebate Program

In response to a legislative request, the IFO transmitted a letter that analyzes a proposed expansion of the property Tax Rent Rebate Program. Note: This analysis was originally posted on May 15, 2019. The analysis was reposted on September 12, 2019 to reflect technical adjustments made by the IFO based on research cited in the footnotes of the updated analysis.  

09/12/2019

property Tax Rebate for Older Homeowners

In response to a legislative request, the IFO transmitted a letter that provides additional information to a previous analysis of a proposed property tax rebate for older homeowners based on various levels of household income.

09/12/2019

property Tax Rebate for Older Homeowners

In response to a legislative request, the IFO transmitted a letter that analyzes a proposed property tax rebate for older homeowners based on various levels of household income. 

08/22/2019

property Tax Replacement Estimates

In response to a legislative request, the IFO has posted a letter that provides revenue estimates for various proposed changes to the state tax code that affect personal income, sales and property taxes.

05/23/2019

SCHOOL DISTRICT property TAX FORECAST

This report contains the IFO's forecasted school district property tax collections from FY 2017-18 through FY 2023-24. The report also contains projections of the Act 1 index and estimates of school district property taxes that can be attributed to homesteads. Total school property tax collections for FY 2017-18 ($14.5 billion) and FY 2018-19 ($14.9 billion) are estimated using millage rates published by the Pennsylvania Department of Education and property tax assessment data. For FY 2019-20 through FY 2023-24, collections are projected based on the statutory, economic and structural factors that affect growth rates of property taxes. During that period, total school property tax collections are projected to grow by an average annual rate of 3.2 percent, reaching $17.3 billion by FY 2023-24.  

03/18/2019

Homestead Exclusion and PIT

In response to a legislative request, the IFO transmitted a letter that computes the level of personal income tax (PIT) increase needed to fully fund a 100% homestead exclusion for school district property taxes.

03/13/2019

Income and property Tax Burden for Retirees

In response to a legislative request, the IFO transmitted a letter that modifies or supplements certain computations from the IFO report entitled State and Local Taxes: A Comparison Across States (December 2018). The letter also compares Pennsylvania’s relative debt burden to other states.

03/06/2019

Economic & Budget Outlook Presentation

Deputy Director Brenda Warburton gave a presentation at a session of the Pennsylvania Education Policy Fellowship Program regarding the Commonwealth's economic and budget outlook. The presentation summarized the office's five year economic and budget outlook (November 2018) as well as more recent updates to the office's revenue estimates for FY 2018-19 and FY 2019-20 (January 2019). The presentation also addressed the office's most recent estimate for school property tax collections.

03/01/2019

property TAX ELIMINATION PROJECTION

In response to a legislative request, the IFO has updated projections regarding school district property tax elimination. The document projects the school property tax revenues that would be subject to replacement under potential legislation that would eliminate school property taxes.

02/27/2019

State and Local Taxes: A Comparison Across States

This report uses the most recent data from the U.S. Census Bureau and U.S. Bureau of Economic Analysis to facilitate a comparison of state and local tax systems across the fifty states. The report examines (1) the relative state and local tax burden across states, (2) the distribution of state and local taxes across revenue sources (e.g., income, sales and property), (3) state tax rates and (4) state debt levels.

12/03/2018

property Tax Update - August 2018

In response to a legislative request, the IFO updated select tables and graphs related to school district property tax that were originally released in January and December of 2017.

08/17/2018

Budget And Economic Update with property Tax Discussion

Director Matthew Knittel gave a budget and economic update to the Pennsylvania Association of School Business Officials (PASBO). Revenue Analyst Jesse Bushman also discussed an updated school district property tax forecast and recent proposed legislation. 

06/05/2018

Fiscal Impact of School property Tax Rebates

In response to a legislative request, the IFO estimated the fiscal impact of a school property tax rebate for all homesteads. The rebate would be equal to the statewide average school property tax paid by homesteads. The response includes both baseline estimates for currently eligible homesteads and estimates for a behavioral effect based on the filing of additional homestead applications in response to the availability of rebates.

03/13/2018

IFO Update on Selected Fiscal Topics and Pennsylvania Demographics

Deputy Director Mark Ryan made a presentation to the annual conference of the Pennsylvania Association of School Business Officials and provided updates on topics addressed in recent IFO analyses. The topics included 1) school property tax forecasts and analysis, 2) Pennsylvania demographic trends, 3) the most recent IFO revenue estimates for FY 2017-18 and FY 2018-19 and 4) the impact of pension changes resulting from Act 5 of 2017. 

03/09/2018

State and Local Taxes: A Comparison Across States

This report uses the most recent data from the U.S. Census Bureau, the Internal Revenue Service (IRS), the U.S. Bureau of Economic Analysis and the Federation of Tax Administrators to facilitate a comparison of state and local tax systems across the fifty states. The report examines (1) the relative state and local tax burden across states, (2) the distribution of state and local taxes across revenue sources (e.g., income, sales and property) and (3) state debt levels.

02/01/2018

School District property Tax Forecast

This research brief contains the IFO's forecasted school district property tax collections from FY 2016-17 through FY 2022-23. The brief also contains estimates of school district property tax collections that can be attributed to homestead property.  Total school property tax collections for FY 2016-17 ($14.0 billion) and FY 2017-18 ($14.4 billion) are estimated using millage rates published by the Pennsylvania Department of Education and property tax assessment data. For FY 2018-19 through FY 2022-23, collections are projected based on the statutory, economic and structural factors that affect growth rates of property taxes. During that period, total school property tax collections are projected to grow by an average annual rate of 3.3 percent, reaching $17.0 billion by FY 2022-23.

01/18/2018

School property Taxes; Households Age 60, 65 and 70 or Older

In response to a legislative request, the IFO analyzed data from the American Community Survey (ACS) to estimate the share of school property taxes paid by households in which the householder (or spouse, if applicable) had attained the ages 60 or over, 65 or over and 70 or over. The analysis applies the shares derived from the ACS to estimated school district property tax collections attributable to homestead properties for FY 2015-16 to further estimate the dollar amounts paid by such households.

12/11/2017

County Homestead Detail

As an extension of its recent research relating to property taxes, the IFO has released additional data regarding homestead property. Estimates for the numbers and assessed values of homestead properties by county are based, in large part, on the results of a survey of county assessment offices. The County Commissioners Association of Pennsylvania provided valuable assistance by coordinating the survey. Data for Philadelphia has been adjusted based on new information provided by the Philadelphia Department of Revenue.

12/06/2017

School property Tax and Related Data

In response to a legislative request, the IFO collected and analyzed certain data related to school property taxes and potential replacement revenues. Data for Philadelphia in Table 3 has been adjusted based on information provided by the Philadelphia Department of Revenue. 

11/13/2017

State and Local Taxes: A Comparison Across States

This report uses data from the U.S. Census Bureau, the Internal Revenue Service (IRS) and the Federation of Tax Administrators to facilitate a comparison of state and local tax systems across the fifty states. The report examines (1) the relative state and local tax burden across states, (2) the distribution of state and local taxes across revenue sources (e.g., income, sales and property) and (3) state debt levels. 

05/31/2017

An Overview of School District property Tax Reform

Throughout May, Director Matt Knittel and Deputy Director Mark Ryan will make five presentations on the potential implications of school district property tax reform. The events are sponsored by the Pennsylvania Economy League and will take place at the various locations listed below. Click the following links for additional details: READING                   Thursday May 4th 7:30-9:00am WILLIAMSPORT       Friday May 5th 12:00-1:30pm YORK                         Thursday May 11th 12:00-1:30pm WILKES-BARRE       Friday May 12th 12:00-1:30pm LEHIGH VALLEY      Friday May 19th 12:00-1:30pm

05/04/2017

property Tax Elimination Projection

The IFO has released new projections regarding school property tax elimination. The document projects the school property tax revenues that would be eliminated, and thus subject to replacement, under legislation that may be introduced in the near future (the relevant parameters are summarized in the document). The projection builds upon a school property tax forecast the IFO released in January of this year.

04/11/2017

Long-Term Fiscal Outlook

Deputy Director Mark Ryan made a presentation at a session of the Pennsylvania Education Policy Fellowship Program regarding the Commonwealth's long-term fiscal outlook. The presentation summarized the office's five-year economic and budget outlook (November 2016) as well as more recent updates to the office's revenue estimates for FY 2016-17 and FY 2017-18 (January 2017). The presentation also addressed the office's most recent estimate for school property tax collections.

02/10/2017

School District property Tax Elimination

Director Matt Knittel and Deputy Director Mark Ryan made a presentation to the Pennsylvania School Boards Association (PSBA) regarding the current proposal and forecasts for school district property taxes in Pennsylvania. *Updated February 13, 2017

01/19/2017

Updated School District property Tax Forecast

Letter updating the IFO's forecast of school district property tax collections for FY 2015-16 through FY 2021-22. The letter also includes projections of school district debt service payments and earned income tax collections for FY 2015-16 through FY 2021-22. Total school property tax collections for FY 2015-16 ($13.6 billion) and FY 2016-17 ($13.9 billion) are estimated using millage rates published by the Pennsylvania Department of Education. For FY 2017-18 through FY 2021-22, collections are projected based on a forecast of the Act 1 index and exceptions. During that period, total school property tax collections are projected to grow by an average annual rate of 3.5 percent, reaching $16.5 billion by FY 2021-22. Prior reports / references: (1) 2013 IFO analysis of HB / SB 76 and (2) 2014 update of the school property tax forecast.

01/09/2017

The Effect of Act 1 of 2015

Letter discussing the effect of Act 1, which uses an index to limit the ability of school districts to increase real property millage rates (April 2015).

04/17/2015

property Tax Rebate Estimate

Letter providing estimates for a potential proposal to give homestead owners school property tax rebates equal to the statewide average school property tax paid (March 2015).

03/11/2015

Updated School District property Tax Forecast

Letter updating the IFO's forecast of school property tax collections for FY 2013-14 through FY 2019-20 (December 2014). 

12/12/2014

Natural Gas Extraction: An Interstate Tax Comparison

This report compares Pennsylvania's unique natural gas tax structure to other states. The report also considers other taxes that may be levied on natural gas producers such as real and personal property, corporate and personal income, sales and use and miscellaneous fees. Due to the complexity of the analysis, readers are encouraged to thoroughly review the methodology and assumptions contained in Section 1 of this report. Full report Analysis-in-Brief (2 pages) Background on effective tax rates (2 pages, updated 4/4/2014 for the 2013 reporting year impact fee collections)

03/17/2014

Analysis of House Bill 1693 (2013)

Letter providing data on the share of residential and nonresidential property assessments by county (December 2013). The letter was in response to a request regarding HB 1693, which was a proposed constitutional amendment permitting different millage rates for residential and nonresidential property.  

12/17/2013

Analysis of school property taxes paid by homeowners age 70 and older

Letter providing an analysis of school property taxes paid by homeowners age 70 and older (October 2013). The analysis presents a preliminary assessment of data on the cost of a school property tax freeze for those homeowners and a brief discussion of factors that affect the cost of a freeze over the long-term.

10/29/2013

Analysis of Proposal to Replace School property Taxes: House Bill 76 and Senate Bill 76

This report presents the results from an analysis of House Bill 76 and Senate Bill 76 performed by the Independent Fiscal Office (IFO). The proposed legislation eliminates local school district property taxes and replaces those funds with sales and use and personal income taxes, as well as monies redirected from the property Tax Relief Fund. Presentation to the Senate Finance Committee on 10/15/2013. Data for the graphs in section 4 of the report that display the annual and cumulative changes in personal income, sales and school property tax collections. Introduction, which contains summary results from the report.

10/01/2013

Projections of school property taxes paid by Pennsylvania homesteads

Letter containing projections of the school property taxes paid by Pennsylvania homesteads (September 2013). 

09/16/2013

Analysis of Michigan property Tax Reform

This report presents the results from an analysis of the Michigan property tax reform known as Proposal A. Enacted in 1994, Proposal A replaced all local property taxes used for school operating purposes with higher sales and use, realty transfer and tobacco taxes. It also created a distinction between homestead and nonhomestead property to facilitate the statewide levy of uniform property taxes on those classes of property. The report makes extensive use of data published by various Michigan executive and legislative agencies to illustrate the impact of property tax reform on tax revenues, millage rates, per pupil funding levels and the property tax base over the past two decades.

09/16/2013

Estimate of property taxes paid by Lancaster County homeowners aged 70 and over

Letter containing an estimate of property taxes paid by Lancaster County homeowners aged 70 and over (June 2013).

06/24/2013

SD-Property-Tax-Forecast-2020.pdf

Independent Fiscal Office February 2020 1 February 2020 School District Property Tax Forecast The Independent Fiscal Office (IFO) has issued periodic school district property tax forecasts in response to legislative requests and public interest. This report provides an updated forecast to facilitate discussion of

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SD_Property_Tax_Forecast_Nov_2021.pdf

This report provides an updated forecast of statewide school district property taxes based on the latest published revenue data and economic projections by the Independent Fiscal Office (IFO). The most recent school district property tax data published by the Pennsylvania Department of Education (PDE, or the department) is for fiscal year (FY) 2019-20

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2021-SD-Property-Tax-Forecast.pdf

The Independent Fiscal Office (IFO) has issued periodic school district property tax forecasts in response to legislative requests and public interest. This report provides an updated forecast to facilitate discussion of proposals that contemplate changes to school property taxes. The most recent school property tax data published by the Pennsylvania Department of Education (PDE, or department) is for

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RB-2018-01.pdf

Independent Fiscal Of Ðice January 2018 1 Research Brief 2018‐1 January 2018 School District Property Tax Forecast The Independent Fiscal Office (IFO) has issued periodic school property tax forecasts in response to legislative and public interest. This analysis provides an updated forecast to facilitate discussion of proposals

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SD-Property-Tax-Forecast-2019.pdf

Independent Fiscal Office March 2019 1 March 2019 School District Property Tax Forecast The Independent Fiscal Office (IFO) has issued periodic school property tax forecasts in response to legislative requests and public interest. This report provides an updated forecast to facilitate discussion of

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RB_2024_08_Property_Tax_Burden_by_County.pdf

utilizes (1) county-level income data from the Bureau of Economic Analysis (BEA) and Internal Revenue Service (IRS) and (2) property tax data from the Pennsylvania Department of Education (PDE) and Department of Community and Economic Development (DCED) to estimate the 2022 homeowner-renter property tax burden by county. The homeowner-renter property tax burden reflects the Homestead Exemption, which reduced school district property taxes

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SD_Prop_Tax_Update_Jun_2023.pdf

This update provides an overview of statewide school district (SD) property tax collections as published by the Pennsylvania Department of Education (PDE) and an outlook for future collections based on the and economic projections by the Independent Fiscal Office (IFO). For FY 2021-22, data published by PDE show that SD property tax collections were $16.1 billion. The total includes $15.0 billion in current-year collections, $535 million in Act

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SD_Prop_Tax_Update_Aug_2022.pdf

This update provides an overview of statewide school district (SD) property tax collections as published by the Pennsylvania Department of Education (PDE) and an outlook for future collections based on the available data and economic projections by the Independent Fiscal Office (IFO). The latest data published by PDE show that SD property tax collections were $15.7 billion in FY 2020-21. The total includes $14.6 billion in current-year collections

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PA_Economy_League_Presentation.pdf

Economic and Budget Outlook An Overview of School District Property Tax Reform INDEPENDENT FISCAL OFFICE sponsored by the PA Economy League MAY 19, 2017 Office Began Operations September 2011.  Office Makes NO Policy Recommendations. 19.May.2017 Independent Fiscal Office 2 Broad overview of the potential implications of school property tax reform. Three parts: 1. Types of school property tax proposals that have been considered by the General Assembly. 2

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index.cfm

Revenue Estimates Revenue & Economic Update Performance Budgeting Energy Pension Analysis Property Tax Wage Contracts Tax Credit Review Economics and Other Featured Releases County Income Patterns 2019 to 2022 Economics and Other June 20, 2024 and the statutory changes that were enacted with the FY 2024-25 state budget. ... (Full Report) 2022 Property Tax Burden by County Property Tax August 21, 2024 This research brief uses (1) income data from the Bureau of

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County_Property_Tax_Burden_Aug_2021.pdf

This research brief estimates the total 2019 property tax burden by county utilizing income data from the Bureau of Economic Analysis (BEA) and Internal Revenue Service (IRS) and property tax data from the Pennsylvania Department of Education (PDE) and Department of Community and Economic Development (DCED). For all counties

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PBB_2019_DGS_Report.pdf

broadcast services.  Managing and maintaining the Commonwealth’s vehicle fleet.  Collection and sale of surplus state property and provision of purchasing opportunities for certain new and used federal equipment to local governments, law enforcement agencies and eligible non- profit organizations; recycling of used Commonwealth property and materials when possible.  Centralized warehousing for bulk materials, records, forms and publications as well as distribution and delivery services for

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TC_2019_Historic_Preservation_Tax_Credit_Report.pdf

Department of Legislative Services, five legislative points of emphasis were noted as motivating the state HPTC:  Historic properties significant to the State’s heritage are being lost or substantially altered, often inadvertently, with increasing frequency;  Historic properties are vital part of our community life and development and cannot be replaced if lost or destroyed;  It is in the

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RB_2023_08_Property_Tax_Burden_by_County.pdf

research brief utilizes county-level income data from the Bureau of Economic Analysis (BEA) and Internal Revenue Service (IRS) and property tax data from the Pennsylvania Department of Education (PDE) and Department of Community and Economic Development (DCED) to estimate the 2021 property tax burden by county. For all counties, the property tax burden reflects the Homestead Exemption, which reduced school district property

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Response-Letter-11-08-2019.pdf

Senator Hughes: This letter responds to your request that the Independent Fiscal Office (IFO) provide estimates related to school district property tax rebates for eligible homesteads. Specifically, your letter requested the following estimates:  The number of properties that may qualify as homestead properties. 1  The statewide average school district property tax paid by homestead property owners

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Select Committee Oct 1 2012 FINAL.pdf

or shortfall to (1) the Education Stabilization Fund and (2) school districts.  Detail by revenue source.  Background on Property Tax forecast.  Some general economic analysis. 1.Oct.2012 Analysis of HB 1776 and SB 1400 of 2012 – Slide 2 The Proposal  Eliminates local school property tax.  Property taxes to service debt existing as of Dec. 31, 2011 retained and phased-out.  State funding

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Prop_Tax_Burden_by_County_2022.pdf

This research brief estimates the total 2020 property tax burden by county utilizing income data from the Bureau of Economic Analysis (BEA) and Internal Revenue Service (IRS) and property tax data from the Pennsylvania Department of Education (PDE) and Department of Community and Economic Development (DCED). For all counties

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PBB_2023_DOR_REPORT.pdf

Department of Revenue Overview ..................................................................................................... 3 Activity 1: Tax Administration ............................................................................................................ 9 Activity 2: Enforcement .................................................................................................................. 13 Activity 3: Lottery .......................................................................................................................... 17 Activity 4: Property Tax and Rent Rebate (PTRR) .............................................................................. 23 Activity 5: Administration ................................................................................................................ 27 Appendix ....................................................................................................................................... 29 Performance-Based Budgeting and Tax Credit Review Schedule Enforcement....................................... Enforce tax laws and promote voluntary compliance 3 Lottery.................................................. Administer state Lottery to support programs for older adults 4 Property Tax and Rent Rebate...... Provide property tax/rent relief to older and disabled adults 5 Administration................................... Provide organizational leadership and

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PSBA Presentation - Final.pdf

Overview of School District Property Tax Elimination Presentation to the Pennsylvania School Boards Association Independent Fiscal Office Matthew Knittel, Director Mark Ryan, Deputy Director January budget projections: November, May/June and January.  Special reports at request of General Assembly. First: Provide some context on property taxes.  School district reliance on property tax.  Compare PA and US average state-local tax structures. Next: Consider

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TC_2021_Keystone_Special_Development_Zones_Update.pdf

credits as a portion of remediation costs. Other states provide the credit as a share of qualifying investment in the property. This analysis examines available data and other issues that determine the effectiveness of the KSDZ Tax Credit. The IFO welcomes remediation costs. Other states (e.g., Iowa and Kentucky) provide the credit as a share of qualifying investment in the property.  Two SIA sites have been designated as KSDZs. One is located in Bethlehem (441 acres) and the other in

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County-Prop-Tax-RB.pdf

from the U.S. Census Bureau American Community Survey (ACS) 1-year Public Use Microdata Sample (PUMS) dataset to present property tax information based on county, homeowner age and household income level. 1,2 These data show that in 2018, there were 3.48 million owner-occupied households in Pennsylvania. Those households paid an average of $3,457 in property taxes, or 3.4 percent of total household income. This figure includes all types of property taxes: school district, county

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SR2017-06.pdf

Pennsylvania (CCAP) recently provided the Independent Fiscal Office (IFO) with assistance in obtaining estimates for the assessed value of homestead property in Pennsylvania. Specifically, CCAP coordinated a survey of county assessment offices that resulted in responses from 50 counties and contributes to an understanding of the share of the property tax base that is comprised of homestead property. These data will be used to analyze proposals pertaining to property taxes

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Response_Letter_9_23_2019.pdf

attributable to seniors by major category of taxation.  The impact on the net migration of seniors if school district property taxes were eliminated and (1) retirement income was taxed at a rate of 4.92 percent or (2) retirement income programs administered by the Departments of Revenue, Transportation and Military and Veterans Affairs. The Department of Revenue, which administers the Property Tax and Rent Rebate (PTRR) program, provided $164 million of rebates to seniors in FY 2017-18 and nearly the

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Response_Letter_2021_April.pdf

to provide updated estimates. The updated tables are as follows. Table 1 provides the latest IFO baseline for school district property taxes. This baseline was released by the office in February 2021. Table 2 provides detail on the estimated costs of relief funds that total $5.0 million and $5.8 million, respectively. In the Lottery Fund, the transfer for the Property Tax Rent Rebate (PTRR) program that would have occurred in 1 See http://www.ifo.state.pa.us/download.cfm

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Property-Tax-Update-August-2018.pdf

1 Table 1 provides the most recent breakdown of the revenue sources used by school districts. The data show that property taxes comprised 42.4 percent of school district funds for FY 2016-17. Table 2 groups school districts into four quartiles based on the share of funding provided by property taxes. For the top quartile, property taxes provided nearly two-thirds of total funding (average across the 125 districts in

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PBB_2021_PSP_REPORT_ADDENDUM.pdf

activity are as follows: ▪ Improve the quality of life for residents and guests by preventing loss of life, injuries and property damage that occur on Commonwealth roadways as a result of motor vehicle crashes. ▪ Reduce crash-related injuries and fatalities by Page 13 Activity 2: Criminal Law Enforcement and Crime Prevention Criminal Investigation Unit members in Troops A-R investigate violent, property and drug offenses reported to PSP stations. Specialized units and programs support investigations for PSP Troops and other law en-

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SR2017-05.pdf

Older Source: 2011-2015 American Community Survey, U.S. Census Bureau. Calculations by the IFO. Revised 1/18/2018 County Property Tax Collections 1 Homestead Amount 2 Homestead Percentage 2 Number of Homesteads 3 Average Per Homestead Adams $92,309 $54 208,169 104,313 50 85,297 1,223 Table 3 FY 2015-16 Estimates for Average Homestead School District Property Tax by County Revised 1/18/2018 County Property Tax Collections 1 Homestead Amount 2 Homestead Percentage 2 Number of

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RB-2020-COVID-19 Local Revenue Impact.pdf

this research brief examines how the COVID-19 pandemic and mandated business closures could impact local earned income taxes (EIT), property taxes and gaming revenues received by municipalities, counties and school districts for the current year. The analysis excludes other important year (CY) 2020 because that corresponds to the municipal and county fiscal year. Those revenues are generally related to (1) property tax bills sent in March 2020, (2) EIT remittances received during the calendar year, which are attributable to wage compensation

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Presentation_PASBO_Annual_Conference_3-8-2018.pdf

Director Independent Fiscal Office March 8, 2018 Today’s Presentation Updates on topics covered in recent IFO analyses:  School property tax  Demographics  Revenue estimates  Pensions / Act 5 2 March 8, 2018 School Property Tax Update New Forecast, Including Homestead Property Background on Property Tax and Discussion Regarding Possible Replacement Options Challenges for Replacement

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EPLC_3_4_2022_update.pdf

a wide range of issues: ▪ Revenue estimates (how much revenues are available?) ▪ Performance based budgeting | Tax credit reviews ▪ Special Studies: property tax reform, natural gas, minimum wage March 4, 2022 2 Today’s Presentation: Three Parts State demographics, economy and COVID revenues, expenditure offsets State budget ▪ What are the revenue trends? ▪ What is the longer-term outlook? Some miscellaneous budget topics ▪ Property tax: replace with income and sales tax? ▪ Tax burden rankings: how does PA compare to border states? March 4, 2022

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EPLC-2-19-21.pdf

a wide range of issues: ▪ Revenue estimates (how much revenues are available?) ▪ Performance based budgeting | Tax credit reviews ▪ Special Studies: property tax reform, natural gas, minimum wage February 19, 2021 2 Today’s Presentation: Three Parts State demographics, economy and COVID revenues, expenditure offsets State budget ▪ What are the revenue trends? ▪ What is the longer-term outlook? Some miscellaneous budget topics ▪ Property tax: replace with income and sales tax? ▪ Tax burden rankings: how does PA compare to border states? February 19, 2021

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SD_Prop_Tax_Update_Jun_2024.pdf

This report provides an overview of statewide school district (SD) property tax collections as published by the Pennsylvania Department of Education (PDE) and an outlook for current and future collections based is also included on the next page. The table below displays recent data and the IFO forecast of (1) SD property tax collections and (2) the Act 1 index, which limits the rate at which schools can raise millage rates. Recent

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PSBA-Property-Tax-Update-March-2020.pdf

March 13, 2020 Property Tax Update Pennsylvania School Boards Association March 13, 2020 School District Revenues: FY 2017-18 March 13, 2020 2 Source Amount Percent Property Tax $13,511 44.6% Earned Income $1,592 5.3% Other Local Sources $2,347 7.8% Act 1

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EPLC Feb 2020 FINAL.pdf

of issues:  Revenue estimates (how much revenues are available?)  Performance based budgeting | Tax credit reviews  Special Studies: property tax reform, natural gas, minimum wage February 28, 2020 2 Today’s Presentation: Three Parts State demographics and economy  State budget  What are the revenue trends?  What is the longer-term outlook? Some miscellaneous budget topics  Property tax: replace with income and sales tax?  Tax burden rankings: how does PA compare to border states?  Natural

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State and Local Tax Burden Study.pdf

tax burden across all states, (2) the distribution of taxes across revenue sources (e.g., income, sales and property), (3) the distribution of taxes between state and local governments in Pennsylvania and (4) the historical tax burden for Pennsylvania over the CIT will decline. Table 2 ranks states based on the ratio of sales and use tax (SUT) and property tax to personal income. SUT includes taxes on general sales, gross receipts taxes collected by utilities and any sales tax levied by

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Response-Letter-09-19-2019.pdf

that the Independent Fiscal Office (IFO) provide estimates of the annual loss of tax revenue associated with the elimination of property taxes – imposed by all political subdivisions - on residents that are age 65 or older and have an annual household income The number of households impacted by the proposal.  The annual loss of tax revenue associated with (1) school district property taxes and (2) county and municipal property taxes.  The definition of household income corresponds with that of the Property

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Response-Letter-05-13-2019.pdf

95% 694 696 699 702 705 708 711 PTRR Payments 6 263 259 255 251 248 244 240 Act 1 Property Tax Subsidies 7 533 533 530 530 530 530 530 School District Property Tax 8 14,546 14,877 15,285 15,700 16,195 16,730 17,315 Homesteads Only 9 7

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Economic_and_Revenue_Update_2020.pdf

Tobacco Taxes ................................................................................. 16 Lottery Sales and Net Revenues ............................................................................................................ 17 Gaming Expansion Revenues .................................................................................................................. 18 State and Local Tax Burden Comparison ........................................................................................... 19 Property Tax Data ....................................................................................................................................... 20 Natural Gas Production and Spot Prices ............................................................................................ 21 Natural Gas Price Trends ($/mmbtu) ................................................................................................... 22 SERS and PSERS Employer Estimates (October 2019) Redevelopment Assistance Capital Program (October 2019) Tax Incentive Expansion (December 2019) Special Education Survey (November 2019, unpublished) Property Tax Homestead Exclusion and PIT (March 2019) School District Property Tax Forecast (March 2019) Property Tax Replacement Estimates (May 2019

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Official_Revenue_Estimate_Methodology_2021.pdf

of Disposable Cash Income | Page 4 Cash Income does not reflect mandatory taxes that must be remitted on income and property. Those taxes include federal, state and local income taxes; state and local property taxes; motor license fees and em- ployee payroll taxes. Historical and projected taxes are listed at the bottom of Table

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Like-Kind_Exchange_Analysis.pdf

the firm sells the vehicle, declares the gain and purchases the new vehicle. In practice, direct exchanges of like-kind property between firms are complicated and unusual. Most exchanges, especially exchanges of real estate, are facilitated by a third party or Department used the following example. 8 In a typical three-party exchange, Firm A would like to exchange a rental property for the rental property of Firm B. Firm B does not want Firm A's rental property, but would like

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2013_special_report_funding_and_reforming_public_employee_retirement_systems.pdf

in the cost of the plan; 3. Benefit improvements, such as multiplier increases, that are actuarially valued before adoption and properly funded upon adoption; 4. Cost of living adjustments (COLAs) that are granted responsibly, for example through an ad hoc COLA consideration of changing plan custodians. - 80 - Plan officials should monitor custodial account statements to make sure all state aid is properly deposited into eligible pension plans to fund authorized pension plan costs. In closing, I want to commend the Public Employee

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2002_dbdc_report.pdf

Retirement Boards as trustees for the DC plan members, the Retirement Boards 3 Investment advice consists of recommendations pertaining to property value; investment information consists of mere information that is general in nature. Thus, providing a list of investment vehicles and 384 S.E. 2d 816 (W.Va. 1988) (failure of the Board to file suit to force the Legislature to properly fund the pension plan constituted a breach of fiduciary duties). This in turn raises practical and public policy issues under

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State_Tax_Comparison_2023_02.pdf

tax burden across states, (2) the distribution of state and local taxes across revenue sources (e.g., income, sales and property) and (3) state debt levels. For this analysis, the term “tax burden” equals the ratio of tax revenues to state S. Census Bureau’s documentation guide, corporate license fees include: franchise license taxes, organization, filing and entrance fees, taxes on property (measured by amount of corporate stock, debt or other basis besides assessed value of property), and other licenses applicable with

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Official_Revenue_Estimate_Methodology_2022.pdf

of Disposable Cash Income | Page 4 Cash Income does not reflect mandatory taxes that must be remitted on income and property. Those taxes include federal, state and local income taxes; state and local property taxes; motor license fees and em- ployee payroll taxes. Historical and projected taxes are listed at the bottom of Table

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Official-Revenue-Estimate-Methodology-2020-6.pdf

Cash Income | Page 4 Cash Income does not reflect mandatory taxes that must be remitted on income and property. Those taxes include federal, state and local income taxes; state and local property taxes; motor license fees and em- ployee payroll taxes. Historical and projected taxes are listed at the bottom of Table 1. Federal

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Official-Revenue-Estimate-Methodology-2019-06.pdf

2020 (4.1 percent). Cash Income does not reflect mandatory taxes that must be remitted on income and property. Those taxes include federal, state and local income taxes; state and local property taxes; motor license fees and em- ployee payroll taxes. Historical and projected taxes are listed at the bottom of Table 1. Federal

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Response-Letter-08-16-2019.pdf

letter responds to your request that the Independent Fiscal Office (IFO) provide estimates of the funds necessary for a proposed property tax rebate for homeowners in certain age and income ranges. The specified age and income ranges are as follows:  65,000; and  Homeowner age 65 or older with household income less than $70,000. The proposal provides a property tax rebate of up to $5,000 to eligible homeowners based on age and income, not to exceed actual school

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Presentation-2019-3-1-EPLC.pdf

2018 gains from TCJA, strong labor market  Revenues and Expenditures: one-time measures dominate  State and Local Revenues: property tax, impact fee March 1, 2019 2 Budget Outlook Highlights Revenues: exceeding estimate for FY 2018-19. Sales tax revenues PA U.S. Difference Personal Income 2.66% 2.44% 0.22% Sales-Use 1.97% 2.61% -0.64% Property 2.94% 3.20% -0.26% All Other 2.81% 2.19% 0.61% Total Taxes 10.37% 10.44%

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PBB_2022_PHMC_REPORT.pdf

State Archives and Records Center ………………Store and preserve historically significant documents 2 Historical Sites and Museums ……………………Operate and preserve historic properties 3 The State Museum …………………………………Exhibit artifacts related to Pennsylvania heritage 4 Historic Preservation ………………………………Administer the historic preservation program 5 Administration programs in part- nership with the National Park Service (NPS). As of June 2021, NPS documented 3,508 historic Pennsylvania properties listed in the National Register of Historic Places (3.7% of the U.S. total), the fourth largest number behind

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Official_Revenue_Estimate_Methodology_2024_06.pdf

4 billion in 2025 (4.1%). Cash Income does not reflect mandatory taxes that must be remitted on income and property. Those taxes include federal, state and local income taxes; state and local property taxes; motor license fees and em- ployee payroll taxes. Historical and projected taxes are listed at the bottom of Table

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Official_Revenue_Estimate_Methodology_2023_06.pdf

6 billion in 2024 (3.5%). Cash Income does not reflect mandatory taxes that must be remitted on income and property. Those taxes include federal, state and local income taxes; state and local property taxes; motor license fees and em- ployee payroll taxes. Historical and projected taxes are listed at the bottom of Table

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State_Tax_Comparison_2022_01.pdf

tax burden across states, (2) the distribution of state and local taxes across revenue sources (e.g., income, sales and property) and (3) state debt levels. For this analysis, the term “tax burden” equals the ratio of tax revenues to state S. Census Bureau’s documentation guide, corporate license fees include: franchise license taxes, organization, filing and entrance fees, taxes on property (measured by amount of corporate stock, debt or other basis besides assessed value of property), and other licenses applicable with

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State_Tax_Comparison_2020_11.pdf

across states, (2) the distribution of state and local taxes across revenue sources (e.g., income, sales and property) and (3) state debt levels. For this analysis, the term “tax burden” equals the ratio of tax revenues to state personal income Bureau’s documentation guide, corporate license fees include: franchise license taxes, organization, filing and entrance fees, taxes on property (measured by amount of corporate stock, debt or other basis besides assessed value of property), and other licenses applicable with few, specified

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State-Tax-Comparison-2020-01.pdf

across states, (2) the distribution of state and local taxes across revenue sources (e.g., income, sales and property) and (3) state debt levels. For this analysis, the term “tax burden” equals the ratio of tax revenues to state personal income Bureau’s documentation guide, corporate license fees include: franchise license taxes, organization, filing and entrance fees, taxes on property (measured by amount of corporate stock, debt or other basis besides assessed value of property), and other licenses applicable with few, specified

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Presentation_2017_02_10_EPLC.pdf

980 Revenue Adjustment (Jan.) -250 -334 n.a. Updated Balance (Jan.) -774 -2,080 Note: figures in dollar millions. School Property Tax Projections 21 10.Feb.2017 Estimates through FY 2021-22 issued January 9, 2017 FY14-15 School District Revenues 10.Feb.2017 22 Source Amount Percent Property Tax $12,285 44.5% Earned Income $1,476 5.4% Other Local Sources $2,126 7.7% Act 1

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State_Tax_Comparison_2024_02.pdf

revenues across states and (2) the distribution of state and local taxes across revenue sources (e.g., income, sales and property). For tabulations of state and local tax revenues, the U.S. Census Bureau includes net lottery profits with non-tax S. Census Bureau’s documentation guide, corporate license fees include: franchise license taxes, organization, filing and entrance fees, taxes on property (measured by amount of corporate stock, debt or other basis besides assessed value of property), and other licenses applicable with

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SR2017-03.pdf

tax burden across states, (2) the distribution of state and local taxes across revenue sources (e.g., income, sales and property) and (3) state debt levels. For this analysis, the term “tax burden” equals the ratio of tax revenues to state S. Census Bureau’s documentation guide, corporate license fees include: franchise license taxes, organization, filing and entrance fees, taxes on property (measured by amount of corporate stock, debt or other basis besides assessed value of property), and other licenses applicable with

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Senate_Appropriations_Committee_Response_Letter_2024.pdf

state of residence on tax burden, the table on the next page displays the computed personal income tax (PIT) and property tax liabilities for three “prototype” retiree homeowner households in Pennsylvania, New York and New Jersey and the resulting state average effective tax rate for each household. It is noted that due to complexities and specific homeowner circumstances, the property tax computations do not reflect various property tax relief programs across the three states. Those programs could materially reduce property

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Response-Letter-09-12-2019.pdf

your request that the Independent Fiscal Office (IFO) provide estimates of the funds necessary for a proposed expansion of the Property Tax Rent Rebate (PTRR) program for certain homeowners. Currently, the PTRR program provides base rebates of $250 to $650 to homeowners who (1) have household incomes below $30,000 and (2) pay at least 15 percent of that income in property taxes. 1 Homeowners in the cities of Pittsburgh, Philadelphia and Scranton in this income range receive the supplemental rebate regardless

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IFO_Hearing_Packet_Feb2018.pdf

22 Decomposition of Employer Rates 23 Change in Employer Contributions 24 Funded Ratios for PSERS and SERS 25 Miscellaneous Materials Property Tax Projections 26 State Minimum Wage Levels 27 State Corporate Tax Rates and Other Attributes 28 PBB and Tax Credit and Analyses (since January 1, 2017)  Impact Fee Update (January 2017, July 2017, January 2018)  Updated School District Property Tax Forecast (January 2017)  Analysis of Recent Collective Bargaining Agreements (January 2017)  Quarterly Revenue Review (January 2017, May

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Act_1_Index_Update_Nov_2023.pdf

labor and excludes the impact of employment shifts across occupations and industries. The annual growth in current-year school district property taxes typically does not match the statewide base index. This is due to the net impact of three factors: (1 districts fully utilize their individual index. 5 If a large school district with a relatively high share of statewide school property tax revenue has an adjusted index that exceeds the base index, then that would increase the gap between statewide revenue

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TC_2023_Waterfront_Development.pdf

development projects. Alabama, Maryland and New Jersey offer tax credits for contributions to certain nonprofit economic development organizations, but waterfront properties are not targeted. This analysis examined available program data and other relevant factors to assess the effectiveness of the WDTC Credit (WDTC) was created by Act 84 of 2016 and is available to approved business firms that contribute cash or property to a qualified organization to fund an approved waterfront development project. The credit is equal to 75% of the total

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QRE_FY14-15.pdf

4 242.6 Gross Receipts 13.2 14.0 1,226.8 16.3 1,270.3 Utility Property 2.3 0.3 0.4 37.0 40.0 Insurance Premiums 2.1 0.8 401.7 38.4 443.0 Fund 30.0 million Gaming Control Board 1 8.0 million Alternative Fuels Fund 6.2 million Manville Property Damage Settlement Account 2.4 million 1 The transfer is to be made from amounts available to the board for local law

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ACN_SB1071_A10803_text.pdf

or both, which is payable under this part. "Domestic relations order." Any judgment, decree or order, including approval of a property settlement agreement, entered on or after the effective date of this definition by a court of competent jurisdiction pursuant to a domestic relations law which relates to the marital property rights of the spouse or former spouse of a member or participant, including the right to receive all or a

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MQRE_FY22_23_August.pdf

758 4,892 Gross Receipts 3 4 7 5 5 10 2 15 984 4 2 5 1,045 Utility Property 0 1 1 0 0 0 0 0 0 8 30 0 40 Insurance Premiums 15 1 0 0 0 3 million. Market Sourcing and Economic Nexus (Act 53) The act provides consistency between the sourcing of tangible and intangible property for CNIT and rein- forces the 2019 Corporation Tax Bulletin issued by the Department of Revenue by (1) sourcing certain

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Act_25_Letter_Feb_2022.pdf

This letter responds to your request that the Independent Fiscal Office (IFO) provide updated estimates for the reduction in school property taxes due to the implementation of Act 25 of 2011. The request also included an estimate of the impact on residential property and business property taxpayers. This analysis provides a high-level estimate of the potential impact on taxpayers from Act 25

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PSBA_January_19_2022.pdf

Other Duties and Releases ▪ Monthly releases: revenue collections, economic update ▪ Pensions: determine if actuarial note required prior to further consideration ▪ Property tax: forecasts and analysis depending on requests/data available ▪ Performance Based Budgets (PBB) and Tax Credit reviews ▪ Natural Gas: quarterly in December Philadelphia CPI-U All Items Durable Goods cars, furniture ~10% of CPI +6.6% +19.0% School District Property Tax Forecast January 19, 2022 5 2019-20 2020-21 2021-22 2022-23 2023-24 2024-25 2025-26

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Presentation-2018-06-PASBO.pdf

Appropriations includes projected supplementals. Source: FY 2018-19 Executive Budget. Updated amount is an IFO estimate. June.05.2018 11 Property Tax June.05.2018 12 Revenue update Homestead rebate analysis Recent proposal for elimination Property Tax Discussion June.05.2018 13 PDE released AFR revenue data last month June.05.2018 FY 2016-17 Collections

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PBB_2020_DCED_REPORT.pdf

currently in use. In some instances, there may be, or previously have been, environmental contamination issues with the property. Resources 14-15 Actual 15-16 Actual 16-17 Actual 17-18 Actual 18-19 Actual 19-20 Budget Expenditures by Object Awards by the Commonwealth Financing Authority (CFA) Local Infrastructure | Page 23 County Benchmarks Total ($M) Per Capita Population Property Taxes 2 Jobs Top 15 Counties Allegheny $85.0 $14 0.0% 2.4% 0.5% Philadelphia 42.6 5 0.5

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IFO_Response_Letter_April_5_2023.pdf

Brown: This letter responds to your request that the Independent Fiscal Office (IFO) provide estimates for a proposed two-tier property tax rebate for senior homeowners (age 65 and over) in certain income ranges. The specified income ranges and rebate amounts total amount of rebates that would be distributed to those homeowners, (3) the average rebate amount and (4) the average property tax paid for each group. 1 The estimated rebate amounts are $1.56 billion for the first tier and $720

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IFO_Response_Letter_April_12_2022.pdf

you for your March 2, 2022 letter that asks the Independent Fiscal Office (IFO) to provide updated estimates for potential property tax replacement revenues. This analysis uses the same data sources and methodologies used to provide previous estimates. The updated tables are as follows. Table 1 provides the latest IFO baseline for school district property taxes. This baseline was released by the office in November 2021. The IFO estimates that 58% of statewide property taxes

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IFO_PASBO_Presentation_Nov_2021.pdf

Economic Outlook And Property Tax Update Pennsylvania Association of School Business Officials November 16, 2021 Two Parts Overview of IFO Five-Year Economic and Budget Outlook ▪ Will workers return? ▪ Does inflation decelerate? ▪ Do budget surpluses last? Property Tax Update ▪ No look at COVID-19 impact on SD collections yet ▪ Some data suggest decline not as bad as

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House_Maj_Policy_Comm_Aug_30_2021.pdf

Property Tax Update House Majority Policy Committee Matthew Knittel, Director Independent Fiscal Office August 30, 2021 School District Property Tax Forecast August 30, 2021 1 Actual Estimate Forecast 2019-20 2020-21 2021-22 2022-23 2023-24 2024-

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Economic_and_Revenue_Update_2021.pdf

Revenues ................................................................................. 11 General Fund Revenue Projections ......................................................................... 12 General Fund Financial Statement Comparison ........................................................ 13 General Fund Education Expenditures .................................................................... 14 School District Property Tax ................................................................................... 15 Impact Fee and Natural Gas Trends ....................................................................... 16 State and Local Tax Burden: Average Tax Rate and Rank ........................................ 17 13,243 $13,748 $14,378 $14,437 $16,221 $12,103 Independent Fiscal Office 15 March 2021 School District Property Tax 17-18 18-19 19-20 20-21 All School Property Tax 1 $14,579 $15,014 $15,400

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2007_divestment_complete_report.pdf

Sudan, including by acquiring, developing, maintaining, owning, 6 selling, possessing, leasing or operating equipment, facilities, 7 personnel, products, services, personal property, real property 8 or any other apparatus of business or commerce. 9 "Company." A sole proprietorship, organization, association, 10 corporation, partnership, joint

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Presentation-2018-08-PA-State-Association-Boroughs.pdf

Spending patterns.  Service sector jobs. Slower growth. Housing pressures. Transition to local unit trends.  Earned income tax and property tax.  Focus on wage growth. August.08.2018 2 Good Morning & Today’s Presentation Established in 2011. Non-partisan Share of State Taxes Paid by Age 65+ (2017) Personal Income 15% to 18% Sales and Use 20% to 26% Property 30% to 35% Notes: Sales tax figures include amounts passed through from business. Property tax figures represent all property taxes

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PBB_2020_DEP_Report.pdf

Program oversees the regulation of approximately 3,400 dams and reservoirs throughout Penn- sylvania to protect residents and property downstream of low, significant and high hazard dams. High hazard dams are defined by the Association of State Dam Safety Officials (ASDSO s residents and environment will be protected from encroachments that could degrade water quality and endanger lives and property. This activity is partially funded by Chapter 105 permit fees. These fees include dam fees and water ob- struction and encroachment fees

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Senate_Appropriations_Committee_Response_Letter_2022.pdf

average rate of 2.4% per annum. March 16, 2022 Page 2 Senator Fontana requested an estimate of school district property taxes paid by seniors. In FY 2019-20, statewide school district property taxes totaled $15.32 billion. Based on data published by the U.S. Census Bureau’s American Community Survey (ACS

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Official-Revenue-Estimate-2020-06.pdf

will be unable to remit monthly payments and more homeowners will have difficulty making monthly mortgage or periodic property tax payments. An increase in business failures, renter evic- tions or homeowner foreclosures would further reduce long-term economic growth. Economic Metrics 8 2,811 -17.3 -647 Gross Receipts 1,211 -3.1 1,116 -10.7 -95 Utility Property 37 2.8 38 4.2 1 Insurance Premiums 461 3.7 456 2.6 -5 Financial Institutions 383 0.9 397

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MQRE-FY19-20-Aug.pdf

Gross Receipts 4 5 6 8 3 11 5 5 1,141 6 2 15 1,211 Utility Property 0 0 1 0 0 0 0 0 0 17 18 0 37 Insurance Premiums 1 1 0 0 1 1 32 Tax Parent to Child Transfers (Act 13) The act establishes a zero percent tax rate for transfers of property from a parent to a child age 21 or younger. This change applies to dates of death after December 31, 2019. Prior

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Five_Year_Outlook_2023.pdf

capital stock and foreign franchise tax. Profits, Wealth and Capital Income includes CNIT, non-withheld PIT, inheritance, financial institutions, utility property and minor and repealed taxes. Consumer includes SUT, GRT, cigarette, other tobacco products, malt beverage, liquor, RTT and gaming taxes annually until the rate reaches 4.99% for TY 2031 and (2) expanded the CNIT base by sourcing certain intangible property to where the benefit is received, and codifying Corporation Tax Bulletin 2019-04 related to nexus. These changes reduce CNIT

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TC_2023_Manufacturing.pdf

or chemical transformation of material, substances or components into new products that are creations of new items of tangible personal property for sale. Annual taxable payroll is the total amount of wages paid by an employer from which Pennsylvania personal income New Jobs Tax Credit offers incentives to manufacturers, aircraft maintenance facilities and web search portal companies that invest in depreciable property or create new jobs. The credit is equal to 1% of the cost of the depreciable property purchased or $500

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TC_2020_Keystone_Innovation_Zone_Tax_Credit.pdf

targeted industry, sales from other operations transacted within the KIZ, grants, licensing fees from the applicant’s intellectual property and cash awards from business competitions or incubator programs that appear on an applicant’s tax return. Gross revenues exclude rents, sales investors. Revenues for multi-location or out-of-state firms are apportioned to the KIZ based on a property and payroll factor. 6 This section contains an overview of the goals and purpose of the KIZ Tax Credit. It then discusses

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Single-Use Plastics Report-2020_06.pdf

IFO in June 2016. He is the primary analyst responsible for all reports and analyses related to local property taxes and natural gas. Other responsibilities include forecasting revenues for gross receipts and inheritance taxes and performance-based budgeting for agencies such because both may have indirect economic consequences. For ex- ample, litter reduction could reduce urban blight and improve property values. Local and state government agencies could realize savings (or incur costs) due to new regulations. Municipal savings could free up resources

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Response-Letter-09-12-2019-Part-2.pdf

to a previous letter transmitted by the office regarding estimates of the funds necessary for a proposed expansion of the Property Tax Rent Rebate (PTRR) program for certain homeowners. 1 Your updated request specified certain parameters of the proposal that are between $35,000 and $50,000.  Expand the supplemental rebates given to senior homeowners who meet certain income and property tax burden requirements. Specifically, the proposal would increase the household income limit for a supplemental rebate from $30,000 to

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PBB_2023_PID_REPORT.pdf

rates have grown at a slower pace in recent years, but PID does not currently track aggregated rate increases for Property and Casualty or Life insurance policy reviews. The 1332 Waiver Program lowered rates by a combined $260 million in 2021 Insurance Regulation and Oversight Fund. 17-18 18-19 19-20 20-21 21-22 22-23 Rate increases provided Property and Casualty Accident and Health 4.1% 3.4% 4.5% 3.5% 3.2% 3.8% Life 1332 Waiver

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PBB_2022_PDE_REPORT_Amended.pdf

3 1.1 Keystone Recreation Park & Cons. Fund 20.7 18.6 21.6 24.5 17.7 21.5 Property Tax Relief Fund 620.1 611.0 619.5 620.5 621.0 621.3 Community College Capital Fund 49 38 -- 470 COVID Funds 5,153 -- 1 50 -- 49 5,253 All Other 207 14 176 31 19 62 508 Property Tax Relief Fund 621 -- -- -- -- -- 621 Other Funds -- 1 1 70 -- 9 81 Total 16,893 1,865 2,119 1

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PBB_2020_PEMA_REPORT.pdf

all hazards that affect the citizens of Pennsylvania. Primarily the plan calls for the protection of life and property both prior to and in the event of natural and other disasters. The agency, through the Office of the State Fire Commissioner may include private citizens, political subdivisions, state agencies and certain private non-profits to repair or restore damaged property. The bureau also plans, organizes, and directs statewide initiatives and programs to mitigate damage that may be caused by future disasters. Additionally

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MTR-2018-09.pdf

Non-tax collections were above estimate ($34.1 million) for September, primarily due to lower than expected escheat payments to property owners. These payments were impacted by delayed processing and lower overall claims for property. To the extent that payments to holders were delayed, they are expected to rebound in October. Although FYTD General Fund

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Initial-Revenue-Estimate-2018-05.pdf

7 2,896 5.3 -176 Gross Receipts 1,241 0.9 1,152 -6.3 -89 Utility Property 42 4.3 42 4.3 0 Insurance Premiums 412 -5.0 449 3.5 37 Financial Institutions 322 -0.2 367 896 5.3 3,163 9.2 Gross Receipts 1,152 -6.3 1,235 7.1 Utility Property 42 4.3 42 -0.5 Insurance Premiums 449 3.5 428 -4.7 Financial Institutions 367 13.6 366 -0.2

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IFO_Hearing_Packet_Feb2019.pdf

Net Income Tax Rate Reduction (April 2018) Tax Cut and Jobs Act Update (August 2018) IFO News Stand (select months) • Property Tax School District Property Tax Forecast (January 2018) Fiscal Impact of School Property Tax Rebates (March 2018) Property Tax Update (August 2018) All reports

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Budget_Hearing_Background-Feb2014.pdf

Toll Revenue Projections: CY 2013 to CY 2024 • Uncapping the Film Production Tax Credit: A Fiscal and Economic Analysis • School Property Taxes Paid by Homesteads • An Analysis of Michigan Property Tax Reform • Analysis of Proposal to Replace School Property Taxes: House Bill 76 and Senate Bill 76 • Analysis of School

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2006_surviving_spouse_healthcare_study.pdf

has paid or is liable, to include expenses for physical examinations andmaterials used to obtain evidence. In no case shall property damages or compensation for pain and suffering be included. “Victim” shall mean a person against whom a crime has been Products, Inc.,from and againstany and all damages incurred by PermaGrain Products, Inc., related topersonalinjury or property damage, resulting from radioactive contamination arising exclusivelyfrom perform- ance by the Commonwealth or its contractors ofthe characterization, reme- diation, decontamination and removal of radioactive

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Releases

June 20, 2024 and the statutory changes that were enacted with the FY 2024-25 state budget. Full Report 2022 Property Tax Burden by County August 21, 2024 | Property Tax This research brief uses (1) income data from the Bureau of Economic Analysis and the Internal Revenue Service and

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TC_2021_Resource_Enhancement_and_Protection.pdf

Tax Credit application with appropriate verifications. 11 9 If the BMP will not be maintained due to the sale of property, termination of agricultural operations/projects, weather or other factors outside the applicant’s control, then the recipient may be permitted farms declined at an average rate of 2.6 percent per annum from 2012 to 2017, the large number of properties in this category presents challenges with regard to the implementation of agricultural practices, as small farms are less likely to

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Tax_Modernization_Mar_2024.pdf

commissions, tips 2. Interest 3. Net Profits: Business or Profession Sole props, partnerships, S corps 4. Net Gain: Sales of Property Stocks, real estate, tangible/intangible property 5. Net Gain: Rent, Royalty, Patents, Copyright 6. Dividends Stocks and mutual fund distributions 7. Gambling and Lottery All forms

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Tax-Foundation-Presentation-11-14-2019.pdf

NOLs  Room for improvement in treatment of capital investment  High Corporate Net Income Tax (CNIT) rate  Regular property assessments not required LOCAL  Local earned income tax base differs from state income tax base  Localities rely on Business Tax Climate Index. PENNSYLVANIA HAS ONE OF THE HIGHEST CORPORATE INCOME TAX RATES IN THE U.S. PENNSYLVANIA’S PROPERTY TAX ADMINISTRATION IS OVERLY COMPLEX  No central property tax administration  No regular assessments required PENNSYLVANIA’S LOCAL INCOME

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SR2013-07-section-4-data.xlsx

Figure 4.1 Index Values for Figure 4.1 Fiscal Personal Sales School Regional Nominal Year Income and Use Property CPI GSP 1993-94 1.00 1.00 1.00 1.00 1.00 1994-95 1.04 1.08 prior to any transfers. FY 2010-11 adjusted to remove the impact of a change in payment methods. 3 School Property Tax index includes delinquent taxes. FY 2012-13 is an estimate. 4 Regional CPI is the PA-DE-NJ-MD

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Revenue_Estimate_2022_06.pdf

14.9 5,303 19.9 1,537 Gross Receipts 1,047 5.8 1,028 3.8 -19 Utility Property 41 1.0 40 -1.3 -1 Insurance Premiums 432 -4.4 494 9.3 62 Financial Institutions 435 2 Income 5,303 19.9 4,982 -6.1 Gross Receipts 1,028 3.8 1,045 1.6 Utility Property 40 -1.3 40 1.5 Insurance Premiums 494 9.3 484 -2.0 Financial Institutions 451 6.6 461

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Revenue_Estimate_2022_05.pdf

14.9 5,057 14.3 1,291 Gross Receipts 1,047 5.8 1,030 4.0 -17 Utility Property 41 1.0 40 -1.3 -1 Insurance Premiums 432 -4.4 480 6.3 48 Financial Institutions 435 2 Income 5,057 14.3 4,611 -8.8 Gross Receipts 1,030 4.0 1,045 1.5 Utility Property 40 -1.3 40 1.5 Insurance Premiums 480 6.3 473 -1.5 Financial Institutions 453 7.2 463

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Revenue-Estimate-2019-05.pdf

8 3,393 17.9 318 Gross Receipts 1,213 5.5 1,225 6.5 12 Utility Property 35 2.9 35 2.9 0 Insurance Premiums 426 -5.6 446 -1.0 20 Financial Institutions 363 -2.3 386 393 17.9 3,512 3.5 Gross Receipts 1,225 6.5 1,225 0.1 Utility Property 35 2.9 36 2.9 Insurance Premiums 446 -1.0 468 4.8 Financial Institutions 386 3.8 390 1.1

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RB_2023_08_PTRR_Expansion.pdf

The Property Tax/Rent Rebate (PTRR) program provides property tax relief to Pennsylvania’s elderly, widows, widowers and permanently disabled citizens in the form of rebates. Under program parameters

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Presentation_PICPA_9-24-2013.pdf

Difference $0 $39 fiscal years, millions of dollars 24 . Sept . 2013 22 Some Recent/Upcoming Releases An Analysis of Michigan Property Tax Reform. o Released last week. HB 76 and SB 76: To be Released Soon. Five-Year Outlook Report – November o Demographics, Economics, Expenditures, Revenues. o Special Reports. o Last Year: Pensions and Affordable Care Act. 24 . Sept . 2013 23 Property Tax Reform Last year, IFO analyzes HB and SB 1776. o Finds $1.5 to $2.0 billion annual revenue

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Pitt_Chamber_Presentation.pdf

due to reliance on severance tax  Index penalizes progressivity and stability; significant weight on income tax, much less on property COST: total effective business tax rate (TEBTR) (not shown)  TEBTR: total taxes paid by business / private gross domestic product February 2018). 5 2018 State Business Tax Climate Index Ranks (Tax Foundation) Overall Corp Inc Indiv Inc Sales Unemp Ins Property Alabama 35 22 22 49 11 12 Alaska 3 26 1 5 25 38 Arizona 21 13 18 47 15

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PBB_2021_DMVA_REPORT_ADDENDUM.pdf

personnel 4 Keystone State ChalleNGe Academy………………………………………………………………………………………………. Manage residential high school for at-risk youth 5 Facilities Maintenance…………………………………………………………………………………………………………. Maintain and update property for use by DMVA 6 Administration…………………………………………………………………………………………………………. Provide organizational leadership and support DMVA: Activities and Primary Services Provided Veterans Homes | Page PA Army National Guard 2 45% 50% 53% 53% 53% 53% Emergency work order completion rate 3,4 -- -- -- 89% 92% -- % Properties inspected 3,5 -- 20% 23% 20% 21% -- Annual energy costs ($ millions) 6 -- -- $6.0 $5.8 $5.2 -- % DMVA's

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PBB_2020_DOS_REPORT.pdf

ballots that are rejected. 4  Process applications for appointment from notary public candidates to ensure that all properly completed notary applications are processed within three business days of receipt. Resources 4 Provisional ballots are used by citizens who show up provisional ballots could indicate processing errors to voter registration rolls or voter confusion on where or how to properly register to vote. Absentee ballots are used when a voter cannot make it to the polling location on election day. 14-15

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Official-Revenue-Estimate-2019-06.pdf

8 3,381 17.4 306 Gross Receipts 1,213 5.5 1,249 8.6 36 Utility Property 35 2.9 36 7.3 1 Insurance Premiums 426 -5.6 443 -1.7 17 Financial Institutions 363 -2.3 385 381 17.4 3,472 2.7 Gross Receipts 1,249 8.6 1,214 -2.8 Utility Property 36 7.3 37 2.8 Insurance Premiums 443 -1.7 467 5.3 Financial Institutions 385 3.8 387 0.5

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Official-Revenue-Estimate-2018-06.pdf

7 2,840 3.2 -232 Gross Receipts 1,241 0.9 1,154 -6.2 -87 Utility Property 42 4.3 34 -15.6 -8 Insurance Premiums 412 -5.0 456 5.3 44 Financial Institutions 322 -0.2 366 840 3.2 3,082 8.5 Gross Receipts 1,154 -6.2 1,213 5.1 Utility Property 34 -15.6 35 2.7 Insurance Premiums 456 5.3 428 -6.2 Financial Institutions 366 13.4 365 -0.3

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MTR-2018-10.pdf

million. Escheats collections for the month were impacted by lower than expected escheats payments and higher than anticipated claims by property owners. FYTD non-tax collections are below estimate by $35.5 million as a result of historically low escheat payments HPI is a weighted, repeat-sales index; it measures average price changes in repeat sales or refinancing on the same properties. These data are obtained by reviewing repeat mortgage transactions on single-family properties whose mortgages have been purchased or securitized

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Five_Year_Outlook_2019.pdf

the IFO found that residents age 65 and older remit roughly 29 to 32 percent of all homeowner property taxes, 13 to 16 percent of state personal income tax and 19 to 22 percent of state sales tax. See “Senior Spending  Realty transfer tax revenues reflect both the number of sales and sales price of residential and business properties. Recent growth rates have slowed considerably from the pace earlier this dec- ade. 2013 2014 2015 2016 2017 2018 2019 FHFA Home

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2013-08 Monthly Economic Summary.pdf

U.S. econo- my. Excludes inflation. 1 Note: The GDP series was revised to include intangible assets (e.g., intellectual property). Personal Income The year-over-year growth rate of U.S. personal in- come. Includes wages, interest, dividends, rents, pen- and definitional changes. Defini- tional changes include the accrual treatment of pension plans and the capitalization of certain in- tellectual property such as research and develop- ment, entertainment, literary and artistic originals. Capitalization implies that costs are deducted over many years

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TC_2022_Coal_Refuse_Energy_and_Reclamation.pdf

in service prior to July 2016 and consist of one or more units that generate electricity located on the same property. Additionally, the facility must (1) combust qualified coal refuse or fuel composed of at least 75% qualified coal refuse, (2 assigned priority categories as defined by OSMRE:  Priority 1 and Priority 2 piles represent danger to health, safety and property and include con- cerns such as hazardous or explosive gases and industrial waste. Of the roughly 400 sites re- claimed

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SUT Exemption for Aircraft - January 2013.pdf

SUT when the aircraft is directly engaged as a common carrier for the purpose of transporting people or property. To qualify for the Pennsylvania common carrier exemption, an FAA air carrier operating certificate must be on file with the Pennsylvania Department The table assumes those charges would be itemized separately. 3/ Exempts aircraft used primarily to transport persons or property, for hire and by the purchaser to transport tangible property for business purposes. 4/ Exempts aircraft with fractional share ownership. 5/ Exempts

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Summary_Tax_Credit_Reviews_Oct_2023.pdf

of QRE. Benefits Projects motivated by the credit provide many positive spillover effects that are difficult to quantify: (1) improved property values and the “halo effect”, (2) development waves and clustering, (3) more affordable rental units, (4) environmental benefits and (5 for each $100,000 invested at the site. New York provides multiple credits that are available to offset redevelopment costs, property taxes and environmental insurance premiums. Economic Impact ▪ Tax Credits Awarded $4.3 million ▪ Net Tax Revenue Impact +$4.1 million

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SR2014-03-presentation.pdf

make policy recommendations. 16.Dec.2014 2 Independent Fiscal Office Scope and assumptions. Potential consolidation savings and costs. • Administrative savings, property tax relief, state funding, salary standardization and debt service. Calculation of real estate tax millage. • Implications for taxpayers. 16.Dec 13.90 million $20.85 million Consolidated district would have received $16.9 million from state tax on slots for property tax relief (down from $17.7 million). Countywide avg. = $167 (varies by district). Consolidated district amount = $159 (all). $8

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Special-Funds-Response-Letter-03-08-2019.pdf

Park & Cons. 250,921 Corrections - Criminal Justice Manufacturing Fund 104,616 Drug and Alcohol Substance Abuse Education 8,300 Education Property Tax Relief 766,200 State School Fund 0 Environmental Protection Coal Lands Improvement 175 Conservation District 8,701 Environmental Education 20,541 12,865 15,362 60,000 Difference -3,466 -3,885 -4,653 5,348 85 -42,846 Property Tax Relief Fund Receipts 754,335 757,107 751,842 757,890 753,039 752,200 Disbursements 783,100 783

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Revenue_Proposal_Analysis_2022_04.pdf

returns. Adopt Market-Based Sourcing for Intangibles: The proposal adopts rules most reflective of the market for sourcing of intangible property (e.g., copyrights, trademarks), similar to the rules previously adopted for tax years 2014 and later in regard to the and Security Fund. This transfer will reduce FY 2022-23 PIT withholding revenues by $45 million. Gaming Taxes Transfer to Property Tax Relief Fund The administration’s proposal eliminates the requirement that table games taxes be deposited into the Property Tax

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Revenue_Estimate_2024_06.pdf

699 -7.2 5,654 -8.0 -45 Gross Receipts 1,194 1.1 1,390 17.7 196 Utility Property 46 0.3 44 -3.6 -2 Insurance Premiums 499 -4.3 542 3.9 43 Financial Institutions 345 -5 Income 5,654 -8.0 5,425 -4.1 Gross Receipts 1,390 17.7 1,230 -11.5 Utility Property 44 -3.6 44 0.0 Insurance Premiums 542 3.9 570 5.0 Financial Institutions 401 9.7 408

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Revenue_Estimate_2021_05.pdf

775 33.5 4,304 52.2 529 Gross Receipts 1,002 -9.3 1,002 -9.3 0 Utility Property 38 1.0 40 6.0 2 Insurance Premiums 424 -10.4 443 -6.4 19 Financial Institutions 382 -2 Income 4,304 52.2 3,707 -13.9 Gross Receipts 1,002 -9.3 1,061 5.9 Utility Property 40 6.0 41 1.2 Insurance Premiums 443 -6.4 447 0.9 Financial Institutions 413 5.1 431

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Revenue-Estimate-2024-05.pdf

699 -7.2 5,569 -9.3 -130 Gross Receipts 1,194 1.1 1,388 17.5 194 Utility Property 46 0.3 46 0.3 0 Insurance Premiums 499 -4.3 539 3.3 40 Financial Institutions 345 -5 Income 5,569 -9.3 5,490 -1.4 Gross Receipts 1,388 17.5 1,222 -11.9 Utility Property 46 0.3 46 0.0 Insurance Premiums 539 3.3 558 3.5 Financial Institutions 394 7.6 408

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Revenue-Estimate-2020-05.pdf

will be unable to remit monthly payments and more homeowners will have difficulty making monthly mortgage or periodic property tax payments. An increase in business failures, renter evic- tions or homeowner foreclosures would further reduce long-term economic growth. Overall, the 8 2,698 -20.6 -760 Gross Receipts 1,211 -3.1 1,122 -10.3 -89 Utility Property 37 2.8 38 3.9 1 Insurance Premiums 461 3.7 458 3.1 -3 Financial Institutions 383 0.9 399

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QRR_2014Q2.pdf

4 million for the quarter. Fiscal year-to-date revenues of $168 million include a transfer from the Property Tax Relief Fund. This annual transfer in support of the Property Tax Rent Rebate Program typically occurs in July. The transfer is required by Special Session Act 1 of 2006. Table 3 Lottery

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QRR_2013Q4.pdf

1 million for the quarter. Fiscal year-to-date revenues of $167 million include a transfer from the Property Tax Relief Fund. This annual transfer in support of the Property Tax Rent Rebate Program typically occurs in July. The transfer is required by Special Session Act 1 of 2006. Table 3 Lottery

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QRR_2013Q3.pdf

growth of 1.1 percent outpaced the estimate. Miscellaneous revenues of $168 million include a transfer from the Property Tax Relief Fund. This annual transfer in support of the Property Tax Rent Rebate Program typically occurs in July. The transfer is required by Special Session Act 1 of 2006. Table 3 Lottery

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Public Employee Retirement Laws of PA Local Governments (2009).pdf

services, theft by failure to make required disposition of funds received, forgery, tampering with records or identification, misapplication of entrusted property and property of government or financial institutions, bribery in official and political matters, threats and other improper influence in official and political

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PBB_2023_DCNR_REPORT.pdf

various other reimbursements to the Bureau of Forestry. ▪ Estimated fire damage includes costs related to timber, recreation infrastructure, watershed, real property and personal property. ▪ Prescribed fires (controlled burns) are conducted by DCNR employees, mainly for habitat improvement. The decline in 2020 was due to

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PBB_2019_Criminal_Justice_Report.pdf

including all surrounding states), Pennsylvania does not impose a statewide cap. 4 Percent of state inmates convicted of property or drug offenses. In 2014, approximately 34.0 percent of Pennsylvania state inmates were serving sentences related to drug or property crimes. The average for the 39 states reporting data to the National Corrections Reporting Program was 36.4 percent, ranging from a

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PASBO_March_17_2021.pdf

Projecting the Components of the Act 1 Index Pennsylvania Association of School Business Officials March 17, 2021 Statewide School Property Tax Growth Rates 2 -2.0% -1.0% 0.0% 1.0% 2.0% 3.0% 4.0% 5.0% 17-18 18-19 19-20 20-21 21-22 22-23 23-24 24-25 25-26 All School Property Tax Act 1 Base Index Note: Includes Current and Interim, Act 1 Allocations and delinquent taxes. Source: School District Property

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NFIB_Presentation.pdf

budget outlook. ◦ New revenue package: borrowing, transfers and gaming. ◦ FYTD Revenues: hitting estimate through November. Looking forward: federal tax reform, property tax reform and General Fund challenges. Dec.13.2017 5 PA Demographics: Large Retirement Wave Age Cohort Number Residents (000s Impact of federal tax reform. ◦ 100% expensing (bonus depreciation). Will PA decouple? ◦ How will pass through entities be treated? Possible property tax reform. ◦ IFO recently issued several letters and analyses. ◦ Replacement revenues if SD property tax is eliminated. Future challenges to

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MTR-2019-06.pdf

HPI is a weighted, repeat-sales index; it measures average price changes in repeat sales or refinancing on the same properties. These data are obtained by reviewing repeat mortgage transactions on single-family properties whose mortgages have been purchased or securitized by Fannie Mae or Freddie Mac. Source: Federal Housing Finance Agency. Sales and

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MTR-2019-05.pdf

HPI is a weighted, repeat-sales index; it measures average price changes in repeat sales or refinancing on the same properties. These data are obtained by reviewing repeat mortgage transactions on single-family properties whose mortgages have been purchased or securitized by Fannie Mae or Freddie Mac. Source: Federal Housing Finance Agency. Sales and

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MTR-2019-04.pdf

HPI is a weighted, repeat-sales index; it measures average price changes in repeat sales or refinancing on the same properties. These data are obtained by reviewing repeat mortgage transactions on single-family properties whose mortgages have been purchased or securitized by Fannie Mae or Freddie Mac. Source: Federal Housing Finance Agency. Sales and

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MTR-2019-03.pdf

HPI is a weighted, repeat-sales index; it measures average price changes in repeat sales or refinancing on the same properties. These data are obtained by reviewing repeat mortgage transactions on single-family properties whose mortgages have been purchased or securitized by Fannie Mae or Freddie Mac. Source: Federal Housing Finance Agency. Sales and

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MTR-2019-02.pdf

HPI is a weighted, repeat-sales index; it measures average price changes in repeat sales or refinancing on the same properties. These data are obtained by reviewing repeat mortgage transactions on single-family properties whose mortgages have been purchased or securitized by Fannie Mae or Freddie Mac. Source: Federal Housing Finance Agency. Sales and

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MTR-2019-01.pdf

HPI is a weighted, repeat-sales index; it measures average price changes in repeat sales or refinancing on the same properties. These data are obtained by reviewing repeat mortgage transactions on single-family properties whose mortgages have been purchased or securitized by Fannie Mae or Freddie Mac. Source: Federal Housing Finance Agency. Sales and

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MTR-2018-12.pdf

HPI is a weighted, repeat-sales index; it measures average price changes in repeat sales or refinancing on the same properties. These data are obtained by reviewing repeat mortgage transactions on single-family properties whose mortgages have been purchased or securitized by Fannie Mae or Freddie Mac. Source: Federal Housing Finance Agency. Sales and

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MTR-2018-11.pdf

HPI is a weighted, repeat-sales index; it measures average price changes in repeat sales or refinancing on the same properties. These data are obtained by reviewing repeat mortgage transactions on single-family properties whose mortgages have been purchased or securitized by Fannie Mae or Freddie Mac. Source: Federal Housing Finance Agency. Sales and

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MTR-2018-08.pdf

HPI is a weighted, repeat-sales index; it measures average price changes in repeat sales or refinancing on the same properties. These data are obtained by reviewing repeat mortgage transactions on single-family properties whose mortgages have been purchased or securitized by Fannie Mae or Freddie Mac. Source: Federal Housing Finance Agency. Sales and

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MTR-2018-07.pdf

HPI is a weighted, repeat-sales index; it measures average price changes in repeat sales or refinancing on the same properties. These data are obtained by reviewing repeat mortgage transactions on single-family properties whose mortgages have been purchased or securitized by Fannie Mae or Freddie Mac. Source: Federal Housing Finance Agency. Sales and

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MTR-2018-06.pdf

HPI is a weighted, repeat-sales index; it measures average price changes in repeat sales or refinancing on the same properties. These data are obtained by reviewing repeat mortgage transactions on single-family properties whose mortgages have been purchased or securitized by Fannie Mae or Freddie Mac. Source: Federal Housing Finance Agency. Sales and

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MTR-2018-05.pdf

HPI is a weighted, repeat-sales index; it measures average price changes in repeat sales or refinancing on the same properties. These data are obtained by reviewing repeat mortgage transactions on single-family properties whose mortgages have been purchased or securitized by Fannie Mae or Freddie Mac. Source: Federal Housing Finance Agency. Sales and

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MTR-2017-10.pdf

inflationary gains. Source: U.S. Bureau of Economic Analysis. 10. The annual growth rate of sales of existing single-family properties, townhomes and condominiums. (PA data contain some new properties.) Sources: National Association of Realtors and PA Association of Realtors. 11. The annual growth rate of an index that measures

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MTR-2017-09.pdf

inflationary gains. Source: U.S. Bureau of Economic Analysis. 10. The annual growth rate of sales of existing single-family properties, townhomes and condominiums. (PA data contain some new properties.) Sources: National Association of Realtors and PA Association of Realtors. 11. The annual growth rate of an index that measures

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MTR-2017-08.pdf

inflationary gains. Source: U.S. Bureau of Economic Analysis. 10. The annual growth rate of sales of existing single-family properties, townhomes and condominiums. (PA data contain some new properties.) Sources: National Association of Realtors and PA Association of Realtors. 11. The annual growth rate of an index that measures

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MTR-2017-07.pdf

inflationary gains. Source: U.S. Bureau of Economic Analysis. 10. The annual growth rate of sales of existing single-family properties, townhomes and condominiums. (PA data contain some new properties.) Sources: National Association of Realtors and PA Association of Realtors. 11. The annual growth rate of an index that measures

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MTR-2017-06.pdf

inflationary gains. Source: U.S. Bureau of Economic Analysis. 10. The annual growth rate of sales of existing single-family properties, townhomes and condominiums. (PA data contain some new properties.) Sources: National Association of Realtors and PA Association of Realtors. 11. The annual growth rate of an index that measures

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MTR-2017-05.pdf

inflationary gains. Source: U.S. Bureau of Economic Analysis. 10. The annual growth rate of sales of existing single-family properties, townhomes and condominiums. (PA data contain some new properties.) Sources: National Association of Realtors and PA Association of Realtors. 11. The annual growth rate of an index that measures

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MTR-2017-04.pdf

inflationary gains. Source: U.S. Bureau of Economic Analysis. 10. The annual growth rate of sales of existing single-family properties, townhomes and condominiums. (PA data contain some new properties.) Sources: National Association of Realtors and PA Association of Realtors. 11. The annual growth rate of an index that measures

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MTR-2017-03.pdf

inflationary gains. Source: U.S. Bureau of Economic Analysis. 10. The annual growth rate of sales of existing single-family properties, townhomes and condominiums. (PA data contain some new properties.) Sources: National Association of Realtors and PA Association of Realtors. 11. The annual growth rate of an index that measures

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MTR-2017-02.pdf

inflationary gains. Source: U.S. Bureau of Economic Analysis. 10. The annual growth rate of sales of existing single-family properties, townhomes and condominiums. (PA data contain some new properties.) Sources: National Association of Realtors and PA Association of Realtors. 11. The annual growth rate of an index that measures

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MTR-2017-01.pdf

inflationary gains. Source: U.S. Bureau of Economic Analysis. 10. The annual growth rate of sales of existing single-family properties, townhomes and condominiums. (PA data contain some new properties.) Sources: National Association of Realtors and PA Association of Realtors. 11. The annual growth rate of an index that measures

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MTR-2016-12.pdf

inflationary gains. Source: U.S. Bureau of Economic Analysis. 10. The annual growth rate of sales of existing single-family properties, townhomes and condominiums. (PA data contain some new properties.) Sources: National Association of Realtors and PA Association of Realtors. 11. The annual growth rate of an index that measures

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MTR-2016-11.pdf

inflationary gains. Source: U.S. Bureau of Economic Analysis. 10. The annual growth rate of sales of existing single-family properties, townhomes and condominiums. (PA data contain some new properties.) Sources: National Association of Realtors and PA Association of Realtors. 11. The annual growth rate of an index that measures

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MTR-2016-10.pdf

inflationary gains. Source: U.S. Bureau of Economic Analysis. 10. The annual growth rate of sales of existing single-family properties, townhomes and condominiums. (PA data contain some new properties.) Sources: National Association of Realtors and PA Association of Realtors. 11. The annual growth rate of an index that measures

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MTR-2016-09.pdf

inflationary gains. Source: U.S. Bureau of Economic Analysis. 10. The annual growth rate of sales of existing single-family properties, townhomes and condominiums. (PA data contain some new properties.) Sources: National Association of Realtors and PA Association of Realtors. 11. The annual growth rate of an index that measures

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MTR-2016-08.pdf

inflationary gains. Source: U.S. Bureau of Economic Analysis. 10. The annual growth rate of sales of existing single-family properties, townhomes and condominiums. (PA data contain some new properties.) Sources: National Association of Realtors and PA Association of Realtors. 11. The annual growth rate of an index that measures

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MTR-2016-06.pdf

inflationary gains. Source: U.S. Bureau of Economic Analysis. 10. The annual growth rate of sales of existing single-family properties, townhomes and condominiums. (PA data contain some new properties.) Sources: National Association of Realtors and PA Association of Realtors. 11. The annual growth rate of an index that measures

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MTR-2016-05.pdf

inflationary gains. Source: U.S. Bureau of Economic Analysis. 10. The annual growth rate of sales of existing single-family properties, townhomes and condominiums. (PA data contain some new properties.) Sources: National Association of Realtors and PA Association of Realtors. 11. The annual growth rate of an index that measures

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MTR-2016-04.pdf

inflationary gains. Source: U.S. Bureau of Economic Analysis. 10. The annual growth rate of sales of existing single-family properties, townhomes and condominiums. (PA data contain some new properties.) Sources: National Association of Realtors and PA Association of Realtors. 11. The annual growth rate of an index that measures

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MTR-2016-03.pdf

inflationary gains. Source: U.S. Bureau of Economic Analysis. 10. The annual growth rate of sales of existing single-family properties, townhomes and condominiums. (PA data contain some new properties.) Sources: National Association of Realtors and PA Association of Realtors. 11. The annual growth rate of an index that measures

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MTR-2016-02.pdf

inflationary gains. Source: U.S. Bureau of Economic Analysis. 10. The annual growth rate of sales of existing single-family properties, townhomes and condominiums. (PA data contain some new properties.) Sources: National Association of Realtors and PA Association of Realtors. 11. The annual growth rate of an index that measures

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MTR-2016-01.pdf

inflationary gains. Source: U.S. Bureau of Economic Analysis. 10. The annual growth rate of sales of existing single-family properties, townhomes and condominiums. (PA data contain some new properties.) Sources: National Association of Realtors and PA Association of Realtors. 11. The annual growth rate of an index that measures

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MTR-2015-11.pdf

inflationary gains. Source: U.S. Bureau of Economic Analysis. 10. The annual growth rate of sales of existing single-family properties, townhomes and condominiums. (PA data contain some new properties.) Sources: National Association of Realtors and PA Association of Realtors. 11. The annual growth rate of an index that measures

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MTR-2015-10.pdf

inflationary gains. Source: U.S. Bureau of Economic Analysis. 10. The annual growth rate of sales of existing single-family properties, townhomes and condominiums. (PA data contain some new properties.) Sources: National Association of Realtors and PA Association of Realtors. 11. The annual growth rate of an index that measures

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MTR-2015-09.pdf

inflationary gains. Source: U.S. Bureau of Economic Analysis. 10. The annual growth rate of sales of existing single-family properties, townhomes and condominiums. (PA data contain some new properties.) Sources: National Association of Realtors and PA Association of Realtors. 11. The annual growth rate of an index that measures

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MTR-2015-08.pdf

inflationary gains. Source: U.S. Bureau of Economic Analysis. 10. The annual growth rate of sales of existing single-family properties, townhomes and condominiums. (PA data contain some new properties.) Sources: National Association of Realtors and PA Association of Realtors. 11. The annual growth rate of an index that measures

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MTR-2015-07.pdf

inflationary gains. Source: U.S. Bureau of Economic Analysis. 10. The annual growth rate of sales of existing single-family properties, townhomes and condominiums. (PA data contain some new properties.) Sources: National Association of Realtors and PA Association of Realtors. 11. The annual growth rate of an index that measures

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MQRE_FY20_21_Revised_Feb.pdf

500 3,775 Gross Receipts 1 3 4 3 1 4 4 5 962 5 2 9 1,002 Utility Property 0 1 1 0 0 0 0 0 0 12 23 0 38 Insurance Premiums 0 1 1 0 0 provisions (e.g., some with no or minimal revenue impact) may have been omitted. Personal Income Tax Transfer to the Property Tax Relief Fund The act provides for a transfer of up to $200 million from personal income tax (PIT) to

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June_Revenue_Estimate_2021.pdf

3,775 33.5 4,412 56.1 637 Gross Receipts 1,002 -9.3 990 -10.4 -12 Utility Property 38 1.0 40 6.0 2 Insurance Premiums 424 -10.4 443 -6.5 19 Financial Institutions 382 -2 Net Income 4,412 56.1 3,810 -13.6 Gross Receipts 990 -10.4 1,048 5.8 Utility Property 40 6.0 41 1.2 Insurance Premiums 443 -6.5 438 -1.0 Financial Institutions 419 6.5 439

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Five_Year_Outlook_2022.pdf

annually until the rate reaches 4.99% for TY 2031 and (2) expanded the CNIT base by sourcing certain intangible property to where the benefit is received, and codifying Cor- poration Tax Bulletin 2019-04 related to nexus. These changes reduce 23-24 24-25 25-26 26-27 27-28 Accelerated Deposits $1 $0 $0 $0 $0 $0 $0 Utility Property 39 40 41 41 42 42 42 Insurance Premiums 482 453 499 500 506 517 527 Financial Institutions 449 444

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Five_Year_Outlook_2021.pdf

a result of COVID- related extended tax due dates and were reduced by a transfer of $200 million to the Property Tax Relief Fund. Ad- justing for these one-time events, growth rates are as follows: FY 2020-21 (6.9% 22-23 23-24 24-25 25-26 26-27 Accelerated Deposits $5 $0 $0 $0 $0 $0 $0 Utility Property 40 41 42 42 43 44 44 Insurance Premiums 452 461 484 523 528 536 543 Financial Institutions 423 441

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Five_Year_Outlook_2020.pdf

increased tax liabilities related to PPP loan forgiveness (+$100 million) and a one-time transfer of $200 million to the Property Tax Relief Fund (PTRF).  In response to the COVID-19 pandemic, consumer purchases shifted abruptly from brick and mor- 21-22 22-23 23-24 24-25 25-26 Accelerated Deposits $4 $0 $0 $0 $0 $0 $0 Utility Property 38 38 39 39 39 40 40 Insurance Premiums 474 424 456 464 468 503 508 Financial Institutions 393 382

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CNIT-Rate-Cut-2018-04.pdf

only apportionment factor may not provide a good approximation of total firm profits attributable to corporate activity within a state. Property and payroll factors, although no longer used, may provide a better representation. The bottom portion of Table 5 provides the U.S. residents or retirement plans. 18 Hence, there is less leakage. Sales-factor only apportionment disregards Pennsylvania payroll and property. Firms determine their state tax base using the share of firmwide sales that occur in the state, and current or

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2018_Mid-Year_Update.pdf

tabulations for PA for tax year 2015. SALT is the state and local tax deduction for income (or sales) and property taxes. For PA, roughly 14% of taxpayers with AGI of $40,000 claimed an itemized SALT deduction. For AGI of tabulations for PA for tax year 2015. SALT is the state and local tax deduction for income (or sales) and property taxes. For PA, roughly 14% of taxpayers with AGI of $40,000 claimed an itemized SALT deduction. For AGI of

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2004_srpvffinal.pdf

funding. More than one source of funding may apply. State Fire Insurance Tax - A state tax is levied on fire, property and casualty insurance premiums sold in the subject state. State Contributions - Funding for the plan is provided through appropriations from Sources. In 7 of the 15 plans surveyed, the primary source of funding was a dedicated state tax on fire, property and casualty insurance premiums sold within the state, which was supplemented by local government contributions and various other funding sources

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TC_2022_Educational_Tax_Credits.pdf

are composed of owners or employees of other business firms. 4 A contribution may take the form of cash, personal property or services. 5 Under current guidelines, qualified students may have maximum household income of $96,676 plus $17,017 per funds for other purposes or to increase compensation for staff that remain. Over longer periods, it is also possible that property taxes might increase at a slower rate than the counterfactual scenario without the tax credit. For students that switch schools

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RTR-2014-07.pdf

30 million from the Volunteer Companies Loan Fund, $8 million from the State Gaming Fund, $2 million from the Manville Property Damage Settlement Account, and $6 million from the Alternative Fuels Incentive Fund. Change in General Fund Tax Revenues (compared to 3% 35.6% -2.4% Gross Receipts 8.4 192.4% 8.4 192.4% 420.2% 0.1% Utility Property 0.0 709.5% 0.0 709.5% -57.4% -15.6% Insurance Premiums 0.3 -114.7% 0.3

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Revenue_Estimate_Performance_Dec_2017.pdf

1 and 2, final columns.) While corporate net income tax (CNIT), personal income tax (PIT) and escheats (unclaimed property that is remitted to the Commonwealth, such as abandoned bank accounts, included in non-tax) revenues exceeded estimate, sales and use tax to the underestimation of the revenue impact from a statutory change that reduced the holding period for unclaimed property (mainly financial accounts) from five to three years. The IFO had assumed that the policy change would yield $150 million of additional

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Revenue_Estimate_2023_06.pdf

8.1 6,198 16.4 1,306 Gross Receipts 1,045 2.2 1,180 15.4 135 Utility Property 40 2.0 46 15.4 6 Insurance Premiums 475 -1.4 521 8.1 46 Financial Institutions 444 -1 Net Income6,198 16.4 5,710 -7.9 Gross Receipts 1,180 15.4 1,194 1.1 Utility Property 46 15.4 46 1.1 Insurance Premiums 521 8.1 505 -3.0 Financial Institutions366 -18.4 370 1

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Revenue-Proposal-Analysis-2019-03.pdf

employment effects dominate the positive incentive effects of higher wages for youth to avoid illegal activities (i.e., property crimes). 43 The study concludes by noting that minimum wages as high as $15.00 per hour “lead 40 Commonwealth of Pennsylvania data only reflect a return to state prison, and not rearrest or prosecution. Their results apply only to property and drug crimes, not violent crimes. 43 Braun, C. “Crime and the Minimum Wage,” University of California Santa Clara (October 2017). Minimum

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Revenue-Estimate-Performance_2022_10.pdf

was $635 million, or 2.1% of actual General Fund revenues. The CNIT ($328 million) and escheats ($242 million, unclaimed property that is remitted to the Commonwealth, such as abandoned bank accounts, included in non-tax) revenue sources comprised the majority was attributable to the underestimation of the revenue impact from a statutory change that reduced the holding period for unclaimed property (mainly financial accounts) from five to three years. The IFO had assumed that the policy change would yield $150 million

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Revenue-Estimate-Performance-2021-09.pdf

was $635 million, or 2.1% of actual General Fund revenues. The CNIT ($328 million) and escheats ($242 million, unclaimed property that is remitted to the Commonwealth, such as abandoned bank accounts, included in non-tax) revenue sources comprised the majority was attributable to the underestimation of the revenue impact from a statutory change that reduced the holding period for unclaimed property (mainly financial accounts) from five to three years. The IFO had assumed that the policy change would yield $150 million

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Revenue-Estimate-Performance-2020-09.pdf

or 2.1 percent of actual General Fund revenues. The CNIT ($328 million) and escheats ($242 million, unclaimed property that is remitted to the Commonwealth, such as abandoned bank accounts, included in non-tax) revenue sources comprised the majority of the to the underestimation of the revenue impact from a statutory change that reduced the holding period for unclaimed property (mainly financial accounts) from five to three years. The IFO had assumed that the policy change would yield $150 million of additional

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Revenue-Estimate-Performance-2019-07.pdf

or 2.1 percent of actual General Fund revenues. The CNIT ($328 million) and escheats ($242 million, unclaimed property that is remitted to the Commonwealth, such as abandoned bank accounts, included in non-tax) revenue sources comprised the majority of the to the underestimation of the revenue impact from a statutory change that reduced the holding period for unclaimed property (mainly financial accounts) from five to three years. The IFO had assumed that the policy change would yield $150 million of additional

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Revenue-Estimate-Performance-2018-07.pdf

or 2.1 percent of actual General Fund revenues. The CNIT ($328 million) and escheats ($242 million, unclaimed property that is remitted to the Commonwealth, such as abandoned bank accounts, included in non-tax) revenue sources comprised the majority of the to the underestimation of the revenue impact from a statutory change that reduced the holding period for unclaimed property (mainly financial accounts) from five to three years. The IFO had assumed that the policy change would yield $150 million of additional

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Revenue-Estimate-2023-05.pdf

8.1 5,918 11.2 1,026 Gross Receipts 1,045 2.2 1,185 15.9 140 Utility Property 40 2.0 46 15.4 6 Insurance Premiums 475 -1.4 511 6.0 36 Financial Institutions 444 -1 Income 5,918 11.2 5,578 -5.8 Gross Receipts 1,185 15.9 1,200 1.3 Utility Property 46 15.4 46 1.1 Insurance Premiums 511 6.0 533 4.3 Financial Institutions 365 -18.8 374

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Response-Letter-09-06-2019.pdf

the Independent Fiscal Office (IFO) on August 16, 2019. 1 The new request provides a proposed rebate for school district property taxes paid up to $5,000 for homeowners age 65 or older with household incomes of $60,000 or less billion for 2017 and grow to $1.09 billion by 2019. As before, senior homeowner rebates used for the current Property Tax Rent Rebate Program could be deducted from that gross amount to derive a net cost (roughly $970 million). Based

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QRR_2015Q3.pdf

taxes. • Non-tax revenues exceeded estimate by $38 million, primarily due to larger-than- expected remittances for unclaimed property. Quarterly receipts were lower than the prior year due to the absence of the one- time transfers that occurred in July 2014 2 2.6 Gross Receipts 17.2 15.0 2.2 17.2 15.0 2.2 Utility Property 2.7 2.3 0.4 2.7 2.3 0.4 Insurance Premiums 2.0 1.2 0.8 2.0

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QRR_2015Q2.pdf

the collection of the $50 million licensing fee. • A statutory change to reduce the holding period for unclaimed property from five years to three years was originally estimated to increase annual revenues by $150 million. Actual collections exceeded estimates by $242 0 Gross Receipts 23.8 16.3 7.5 1,261.8 1,270.3 -8.5 Utility Property 36.1 37.0 -0.9 38.2 40.0 -1.8 Insurance Premiums 59.7 38.4 21.3 454.3

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Public_Data-General_Fund.xlsx

Taxes Total Other Taxes Total Nontax Revenue | Corporate Tax Clearing Account Corporate Net Income Capital Stock & Franchise Gross Receipts Utility Property Insurance Premiums Financial Institutions | Sales and Use - Total Sales and Use - Nonmotor Sales and Use - Motor Vehicle Cigarette Other Tobacco Taxes Total Other Taxes Total Nontax Revenue | Corporate Tax Clearing Account Corporate Net Income Capital Stock & Franchise Gross Receipts Utility Property Insurance Premiums Financial Institutions | Sales and Use - Total Sales and Use - Nonmotor Sales and Use - Motor Vehicle Cigarette Other Tobacco

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Presentation_PA_Bus_Council_6-22-15.pdf

products. 22.Jun.2015 6 Executive Budget: Revenue Raisers 2015-16 2016-17 2017-18 2018-19 2019-20 School Property Tax Relief $0 -$2,732 -$2,732 -$2,732 -$2,732 Philadelphia Tax Relief 1 0 -452 -452 -452 -452 280 -4,152 -4,435 -4,580 -4,624 Dollar amounts are in millions. 1 Includes cigarette, sales, wage and property tax relief. 2 Provides up to a $500 rent rebate for qualified households with income below $50,000. 3 CNIT

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PICPA_Presentation.pdf

MD OH PA VA Personal Income 1 21 3 18 19 13 Sales-Use 22 39 42 16 40 44 Property 7 2 27 26 20 21 All Taxes 1 7 9 20 21 38 Note: excludes severance taxes. Source: U PA U.S. Difference Personal Income 2.69% 2.47% +0.22% Sales-Use 1.96% 2.62% -0.66% Property 2.96% 3.16% -0.20% All Other 2.83% 2.18% +0.65% All Taxes 10.44% 10.43%

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PBB_Board_Hearing_Jan_10_2023.pdf

1 4 111 7 Total 1,210.0 100 1,628 100 Note: Includes all expenditures in $ millions. PTRR is property tax and rent rebate. FTEs Expenditures DOR General Fund Appropriations (FY 22-23) January 10, 2023 3 Appropriations Tax Admin Integrates all taxes in a single tax system ▪ Objectives: Increased system functionality and efficiencies; reduced error rates ▪ Ability to file Property Tax and Rent Rebate (PTRR) claims electronically began for claim year 2020 (estimated 17% electronic filing in claim year 2021

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PBB_2023_EO_REPORT.pdf

implement the annual state budget, track agency spending, manage Commonwealth debt and administer RACP. The expected outcomes are expenditures aligned properly with the enacted budget, adequate cashflow for Commonwealth operations, efficient management of debt and the funding of priority local redevelopment enforces civil rights laws that prohibit discrimination. PHRC investigates reports of unlawful discrimination in five distinct categories: public accommodations, commercial property, education, employment and housing. The Commission also leverages federal funding through the investigation of discrimination complaints reported to the U

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PBB_2021_PennDOT_REPORT_ADDENDUM.pdf

million. This program funds local safety projects based on a benefit-cost analysis relative to reductions in fatalities, injuries and property damage. At the program level, PennDOT estimates that 99 fatalities have been eliminated as a result of HSIP safety projects assistance and (3) administers the Real Estate Tax Reimbursement Program (RETRP) which allows airport owners to receive rebates on local property taxes for qualified aviation use, funded by aviation fuel reve- nues. The bureau also oversees the department’s unmanned aircraft

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MRU_2023_05.pdf

and repealed (-$21.8 million, an expected May transfer was received in April), realty transfer (-$19.3 million) and utility property (-$12.1 million, a larger share of payments were received in April) tax revenues. FYTD other tax revenues are $6 0 17.7 Gross Receipts (3.2) (0.5) 1,177.4 1,019.5 -563.6 15.5 Utility Property 18.0 30.9 45.5 39.5 -41.6 15.3 Insurance Premium 2.8 0.7 960.3

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MRU_2020_11.pdf

expected personal income tax (PIT) withholding collections. Withholding collections in November were reduced by a $200 million transfer to the Property Tax Relief Fund (PTRF) under Act 114 of 2020 (which was not included in the IFO’s Official Estimate). General 8 0.5 31.7 Gross Receipts 0.6 11.7 11.6 28.1 -94.9 -58.8 Utility Property 0.1 0.0 2.1 1.9 n.a. 11.7 Insurance Premium 0.1 0.2 1.4

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MRU-2022-05.pdf

estimate by $24.7 million (6.4%). The result was driven by realty transfer (+$12.5 million, 22.0%), utility property (+$8.2 million, 36.0%) and gaming (+$7.0 million, 33.9%) collections. The overage was partially offset by a 14.1 17.3 Gross Receipts (0.5) (2.7) 1,019.5 987.7 82.0 3.2 Utility Property 30.9 28.0 39.5 40.0 10.4 -1.3 Insurance Premium 0.7 1.3 491.5

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MQRE_FY24-25_08_2024.pdf

5,396 Gross Receipts 3 7 10 6 5 6 5 23 1,152 5 3 5 1,229 Utility Property 0 0 2 0 0 0 0 0 0 24 17 0 44 Insurance Premiums 0 1 1 6 1 596 7,590 6 Corporate Net Income 5,396 5,355 41 Gross Receipts 1,229 1,321 -92 Utility Property 44 45 0 Insurance Premiums 560 539 21 Financial Institutions 366 331 36 Total Consumption Taxes 15,837 15,771

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MQRE_FY23-24_08_2023.pdf

5,710 Gross Receipts 3 5 10 6 7 7 4 29 1,110 5 2 5 1,194 Utility Property 0 0 1 0 0 0 0 0 0 21 24 0 46 Insurance Premiums 1 2 2 1 1 826 7,901 -75 Corporate Net Income 5,710 5,651 59 Gross Receipts 1,194 1,307 -113 Utility Property 46 46 0 Insurance Premiums 505 539 -33 Financial Institutions 370 358 12 Total Consumption Taxes 15,552 15,488

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MQRE-FY20-21-Aug.pdf

188 Gross Receipts 3 4 6 7 2 10 4 4 947 6 3 11 1,005 Utility Property 0 0 1 0 0 0 0 0 1 7 29 0 38 Insurance Premiums 1 1 0 0 1 1 31 3 Table 4 FY 2020-21 Lottery Fund Quarterly Estimates 1 In response to the COVID-19 pandemic, Property Tax/Rent Rebate payments (and the Gaming Fund transfers that support those payments) that would have been disbursed in FY 2020-21

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MER-2014-11.pdf

home sales in Pennsylvania. The data, reported by the Pennsylvania Association of Realtors (PAR), represent completed sales of single‐family properties, townhomes and condominiums in a calendar quarter. PAR gathers these data from its af Ðiliates throughout the state. Until recently that are somewhat higher. Third, the number of mortgages in foreclosure has fallen in recent quarters. This suggests that many properties with subprime loans made pre‐recession may have already gone through the foreclosure pro‐ cess and been resold. CoreLogic, a

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ITEP-Presentation-11-14-2019.pdf

Simplicity/transparency: avoids public antagonism  Competitiveness: don’t stick out. Pennsylvania state and local taxes are regressive. Consumption and Property Taxes Drive Tax Regressivity General Sales Taxes — 0.5% 1.0% 1.5% 2.0% 2.5% 3.0% 3 0.35% 0.40% 0.45% Low 20% 2nd 20% Mid 20% 4th 20% Nxt 15% Next 4% Top 1% Property Taxes — 0.5% 1.0% 1.5% 2.0% 2.5% 3.0% 3.5% Low 20% 2nd 20% Mid

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IFO_Hearing_8-30-2017.pdf

and Budget Outlook (November 2016) • Natural Gas Production Report Quarter 3 (November 2016) • Impact Fee Estimate (January 2017) • School District Property Tax Forecast (January 2017) • Analysis of Recent Collective Bargaining Agreements (January 2017) • Quarterly Revenue Review (January 2017) • Mid-Year Update Philadelphia Cigarette and Beverage Tax Impact (March 2017) • Analysis of Revenue Proposals in the 2017-18 Executive Budget (April 2017) • Property Tax Elimination Projection (April 2017) • Initial Revenue Estimate FY 2017-18 (May 2017) • Quarterly Revenue Review (May 2017) • Natural Gas

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Budget Hearings Packet.pdf

and Budget Outlook (November 2016) • Natural Gas Production Report Quarter 3 (November 2016) • Impact Fee Estimate (January 2017) • School District Property Tax Forecast (January 2017) • Analysis of Recent Collective Bargaining Agreements (January 2017) • Quarterly Revenue Review (January 2017) • Mid-Year Update Local Taxes 10.40% 10.50% General Sales Tax 1.96% 2.64% Personal Income Tax 2.69% 2.49% Property Tax 2.96% 3.18% Corporate Net Income Tax 0.51% 0.43% Gaming-Liquor-Tobacco Taxes 0.66% 0

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Budget Hearings Packet- Web Version.pdf

and Budget Outlook (November 2016) • Natural Gas Production Report Quarter 3 (November 2016) • Impact Fee Estimate (January 2017) • School District Property Tax Forecast (January 2017) • Analysis of Recent Collective Bargaining Agreements (January 2017) • Quarterly Revenue Review (January 2017) • Mid-Year Update Local Taxes 10.40% 10.50% General Sales Tax 1.96% 2.64% Personal Income Tax 2.69% 2.49% Property Tax 2.96% 3.18% Corporate Net Income Tax 0.51% 0.43% Gaming-Liquor-Tobacco Taxes 0.66% 0

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About IFO

the gross receipts and inheritance taxes. Other responsibilities include working on projects related to natural gas, energy and school district property taxes. Robyn Toth Fiscal Analyst/Communications Ms. Toth joined the IFO in 2017 and her primary responsibilities include forecasting revenues and reporting on the state and local tax burden. Other responsibilities include working on projects related to natural gas and property taxes and projecting several department expenditures. Joseph Shockey Fiscal Analyst II Mr. Shockey joined the IFO in 2018 and his

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TC_2022_Brewers.pdf

into service during the prior calendar year. 3 Qualifying capital expenditures include those for plant, machinery or equipment (includes tangible property such as pipes, wiring and tanks) that are capitalized and used in the manufac- turing or sale of malt and

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TC_2021_Neighborhood_Assistance_Program.pdf

that any long-term economic impacts from these tax credits, such as access to higher- paying employment opportunities or enhanced property values, could not be quantified. Assessment of the West Virginia Neighborhood Investment Program (2014) For FY 2013-14, an independent

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TC_2021_Entertainment_Economic_Enhancement_Program.pdf

include employee compensation, transportation costs, food and lodging. 4 Allowable concert venues may include a stadium, arena, other structure or property owned by a municipality at which concerts are performed. Venues are classified according to the following criteria: (1) a Class

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TC_2020_Research and Development Tax Credit.pdf

should receive training, be licensed and be required to report suspicious activity.  Local KIZ coordinators should be properly trained and required to make unscheduled site visits.  Verify applications through in-person interviews, photographic submissions, receipts and other fi- nancial

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TC_2020_Mobile Telecommunications Broadband Investment Tax Credit.pdf

Certain states also offer miscellaneous broadband related incentives, such as sales tax (e.g., Mississippi and Wyoming) and property tax (e.g., Iowa and Kansas) exemptions. 4 “Public Investment in Broadband Infrastructure: Lessons from the U.S. and Abroad,” Scott Wallsten

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TC_2019_Film_Production_Tax_Credit_Report.pdf

total state tax recouped per dollar of tax incentive. Some studies also include a local tax (e.g., property tax) ROI, but most do not, and those impacts tend to be much smaller than the state ROI. For pure state government

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TCJA-Update-August-2018.pdf

million filers reported a state and local income tax deduction ($11.3 billion) and the same number reported a local property tax deduction ($8.2 billion). Nearly all filers that claim one of those deductions will claim both. The majority of

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RTR-May 2012.pdf

5% 1,244.9 5.4% 0.6% 122.2% 56.4% 184.3% 1,323.1 8.5% Utility Property 19.2 -5.1% 26.2 -18.5% 2061.2% 48.8% -12.0% -15.0% 28.4 -17.7%

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RTR-Mar 2012.pdf

5% 1,175.7 0.6% 122.2% 56.4% 184.3% -7.5% 1,254.3 4.0% Utility Property 1.6 11982.1% 1.6 2061.2% 48.8% -12.0% -15.0% -62.6% 35.9 -10.6%

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RTR-Jun 2012a.pdf

44.4% 105.6 252.7% 0.6% 122.2% 56.4% 184.3% 1,330.0 8.6% Utility Property 0.4 2081.7% 25.0 -22.2% 2061.2% 48.8% -12.0% -15.0% 28.7 -16.6%

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RTR-Feb 2012.pdf

1807.9% 26.4 176.5% 122.2% 56.4% 184.3% -7.5% 1,259.8 -3.1% Utility Property 0.0 11.4% 0.1 0.9% 48.8% -12.0% -15.0% -62.6% 34.3 -14.7%

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RTR-Apr 2012.pdf

7% 1,256.8 7.0% 0.6% 122.2% 56.4% 184.3% 1,332.2 10.2% Utility Property 5.4 -54.3% 7.0 -41.2% 2061.2% 48.8% -12.0% -15.0% 29.4 4.3%

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RTR-2015-04.pdf

2.6% -0.6% Gross Receipts 1.5 -68.6% 1,239.5 -1.3% -1.8% 0.2% Utility Property 8.2 -55.8% 10.3 -50.8% -55.8% -55.1% Insurance Premiums 33.0 -5.4% 427.6

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RTR-2015-03.pdf

1% 0.7% Gross Receipts 1,195.5 -1.3% 1,238.0 -1.1% -1.8% -0.1% Utility Property 0.0 -31.3% 2.1 -10.7% -51.9% -13.5% Insurance Premiums 353.0 -1.7% 394.6

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RTR-2015-02.pdf

3% 0.3% -1.2% Gross Receipts 2.5 -45.8% 42.5 6.1% -29.2% -0.2% Utility Property 0.0 -79.1% 2.1 -10.6% 160.2% -13.5% Insurance Premiums 23.3 34.2% 41.6

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RTR-2015-01.pdf

0% -3.9% -1.2% Gross Receipts 3.7 -55.6% 40.0 12.7% -3.8% 0.0% Utility Property 0.0 n.a. 2.1 -9.8% 856.8% -13.8% Insurance Premiums 14.7 -29.2% 18.3

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RTR-2014-12.pdf

2% 66.4% -0.6% Gross Receipts 7.0 21.2% 36.4 33.2% 40.7% 0.6% Utility Property 0.1 836.6% 2.1 -10.0% 10.7% -13.9% Insurance Premiums 1.1 190.7% 3.5

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RTR-2014-11.pdf

9% 81.9% -1.4% Gross Receipts 7.6 52.4% 29.4 36.5% 21.7% 0.2% Utility Property 0.0 469.6% 2.0 -13.2% 11.1% -14.1% Insurance Premiums 0.2 160.4% 2.4

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RTR-2014-10.pdf

8% 63.0% -1.4% Gross Receipts 5.2 57.2% 21.8 31.6% -2.1% 0.2% Utility Property 0.2 -24.4% 2.0 -13.4% -13.7% -14.2% Insurance Premiums 0.3 -583.8% 2.2

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RTR-2014-09.pdf

6% 94.6% -1.8% Gross Receipts 4.0 -27.2% 16.6 25.2% 25.2% 0.0% Utility Property 1.5 16.6% 1.8 -12.3% -12.3% -13.8% Insurance Premiums 0.3 -28.1% 1.9

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RTR-2014-08.pdf

8% 68.5% -2.3% Gross Receipts 4.2 -13.8% 12.5 63.0% 109.0% 0.2% Utility Property 0.3 -62.7% 0.3 -61.6% -8.1% -15.6% Insurance Premiums 1.4 128.1% 1.6

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RTR-2014-06.pdf

17.0% -3.9% Gross Receipts 16.4 166.3% 1,279.2 -2.1% 83.1% -2.1% Utility Property 0.5 261.6% 37.0 -15.6% -13.7% -15.6% Insurance Premiums (1.2) -143.3% 432.1

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RTR-2014-05.pdf

2.9% -5.7% Gross Receipts 6.4 -311.5% 1,262.8 -2.9% -1.2% -4.1% Utility Property 15.6 -58.7% 36.5 -16.5% -14.7% -16.9% Insurance Premiums 1.4 -86.0% 433.3

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RTR-2014-04.pdf

3.2% -4.9% Gross Receipts 4.8 -59.6% 1,256.4 -3.6% -2.0% -4.9% Utility Property 18.6 701.7% 20.9 250.9% 647.7% 130.2% Insurance Premiums 34.9 -17.5% 431.9

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RTR-2014-03.pdf

4% -8.6% Gross Receipts 1,211.5 -1.4% 1,251.6 -3.1% -1.1% -9.3% Utility Property 0.0 -321.4% 2.3 -36.3% -84.8% 48.4% Insurance Premiums 359.2 0.9% 397.0

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RTR-2014-02.pdf

9% -6.7% 0.9% Gross Receipts 4.5 4.3% 40.1 -35.3% 1.4% -3.4% Utility Property 0.0 -85.0% 2.3 -36.6% -87.8% 40.7% Insurance Premiums 17.4 55.5% 37.9

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RTR-2014-01.pdf

5% -12.8% 0.3% Gross Receipts 8.2 77.0% 35.5 -38.3% 18.4% -3.9% Utility Property 0.0 -100.0% 2.3 -34.1% -92.0% 41.9% Insurance Premiums 20.8 -6.6% 20.5

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RTR-2013-12.pdf

4% -35.3% 0.5% Gross Receipts 5.8 -37.7% 27.3 -48.4% -15.2% -4.0% Utility Property 0.0 -84.9% 2.3 -33.1% 66.2% 42.3% Insurance Premiums 0.4 93.2% (0.4

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RTR-2013-11.pdf

1% -4.7% 1.3% Gross Receipts 5.0 136.7% 21.5 -50.7% 17.3% -4.0% Utility Property 0.0 -89.3% 2.3 -32.3% -25.4% 42.5% Insurance Premiums 0.1 -64.7% (0.7

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RTR-2013-10.pdf

5% -19.7% 1.1% Gross Receipts 3.3 -36.6% 16.5 -60.2% -13.0% -4.3% Utility Property 0.2 210.9% 2.3 -32.1% -32.1% 42.6% Insurance Premiums (0.1) -127.6% (0.8

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Revenue_Proposal_Analysis_2021_04.pdf

salary income (3.59%) ▪ Net profits of businesses (4.06%) ▪ Interest and dividends (3.55%) ▪ Capital gains or sales of property (4.27%) The effective tax rates for wage and salary income and interest-dividend income are far below the statutory

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Revenue_Estimate_2015-06-15_Snapshot.pdf

fee for a category 2 casino in Philadelphia. The escheats estimate includes payment of additional claims for the return of property delivered to the Commonwealth as a result of a statutory change. General Fund Snapshot ($ millions) Revenue Source FY14-15 1

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Revenue_Estimate_2015-05-04_Release.pdf

The upward revision in the estimate is largely because of unexpected revenue from the corporate net income tax and unclaimed property.” FY 2015-16 unrestricted General Fund revenues are projected to be $30.72 billion, an increase of only $170 million

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Revenue Trends Report - September 2012.pdf

6% 26.6% 8.3% Gross Receipts 4.5 -74.8% 36.3 52.0% 52.0% 8.8% Utility Property 2.0 51.0% 3.3 97.6% 97.6% -11.3% Insurance Premiums 0.5 45.7% 2.0

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Revenue Trends Report - October 2012.pdf

8% -36.2% 7.7% Gross Receipts 5.2 -43.3% 41.5 25.6% -46.8% 7.8% Utility Property 0.1 -82.1% 3.4 64.0% 64.5% -12.6% Insurance Premiums 0.2 -3.3% 2.2

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Revenue Trends Report - November 2012.pdf

2% -49.6% 7.5% Gross Receipts 2.1 -31.2% 43.6 20.7% -60.7% 7.6% Utility Property 0.0 175.8% 3.4 64.2% 21.0% -12.5% Insurance Premiums 0.2 110.8% 2.5

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Revenue Trends Report - May 2013.pdf

4.3% 5.3% Gross Receipts (3.0) 198.3% 1,300.1 -0.6% -0.5% 0.0% Utility Property 37.8 96.3% 43.7 54.2% 52.8% 55.3% Insurance Premiums 9.8 29.3% 444.1

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Revenue Trends Report - March 2013.pdf

6% 12.6% Gross Receipts 1,229.2 5.8% 1,291.2 5.5% 5.3% 11.4% Utility Property (0.0) -100.2% 3.6 -1.3% -86.0% -20.1% Insurance Premiums 355.8 1.0% 392.0

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Revenue Trends Report - June 2013.pdf

40.1% 2.9% Gross Receipts 6.2 -72.7% 1,306.3 -1.8% -85.7% -1.8% Utility Property 0.2 -57.5% 43.9 52.8% 60.8% 52.8% Insurance Premiums 2.8 -83.9% 446.9

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Revenue Trends Report - July 2013.pdf

3% -31.3% 0.6% Gross Receipts 2.9 -88.9% 2.9 -88.9% -87.3% -5.1% Utility Property 0.0 -73.1% 0.0 -73.1% 93.5% 52.8% Insurance Premiums (1.7) -271.2% (1.7

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Revenue Trends Report - July 2012.pdf

8% 59.7% 9.3% Gross Receipts 25.8 621.0% 25.8 621.0% 73.5% 10.1% Utility Property 0.0 -52.6% 0.0 -52.6% -3.5% -16.5% Insurance Premiums 1.0 197.0% 1.0

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Revenue Trends Report - January 2013.pdf

9% 25.0% 7.5% Gross Receipts 4.6 57.6% 57.6 11.6% -13.4% 6.9% Utility Property 0.1 138.8% 3.5 64.7% 86.4% -12.4% Insurance Premiums 22.3 34.0% 25.0

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Revenue Trends Report - January 2012.pdf

218.4% 18.5 72.9% 122.2% 56.4% 184.3% -7.5% 1,249.4 -3.9% Utility Property 0.0 -46.3% 0.1 -29.5% 48.8% -12.0% -15.0% -62.6% 34.3 -14.7%

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Revenue Trends Report - February 2013.pdf

6% 7.2% 6.8% Gross Receipts 4.4 -60.3% 61.9 -1.0% -30.8% 5.5% Utility Property 0.2 692.7% 3.6 71.2% 245.7% -11.9% Insurance Premiums 11.2 -14.8% 36.1

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Revenue Trends Report - December 2012.pdf

2% -1.0% 7.5% Gross Receipts 9.3 -25.8% 52.9 8.8% -32.9% 7.0% Utility Property 0.1 47.9% 3.4 63.9% -68.4% -12.5% Insurance Premiums 0.2 45.7% 2.7

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Revenue Trends Report - August 2013.pdf

4% -72.6% 0.3% Gross Receipts 4.8 -19.8% 7.7 -75.8% -74.5% -5.4% Utility Property 0.8 -42.6% 0.8 -42.7% -45.8% 45.9% Insurance Premiums 0.6 9.5% (1.1

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Revenue Trends Report - August 2012.pdf

9% 132.2% 9.5% Gross Receipts 6.0 132.7% 31.8 416.3% 149.7% 10.3% Utility Property 1.3 269.2% 1.3 262.0% 339.4% -13.3% Insurance Premiums 0.6 -10.7% 1.6

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Revenue Trends Report - April 2013.pdf

2.6% 3.9% Gross Receipts 12.0 -85.7% 1,303.1 -0.4% -0.9% -0.6% Utility Property 2.3 -57.3% 6.0 -34.7% -64.5% -13.1% Insurance Premiums 42.3 -13.4% 434.3

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REU-2020-02.pdf

6 -5.9 0.5 Gross Receipts 40.8 5.9 77.8 62.5 598.0 24.5 Utility Property 0.0 0.0 1.9 1.4 -30.1 35.0 Insurance Premiums 9.9 11.3 68.6

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REU-2020-01.pdf

7 -3.9 0.8 Gross Receipts 3.3 1.4 37.0 56.7 130.5 -34.8 Utility Property 0.0 0.0 1.9 1.4 0.9 35.3 Insurance Premiums 38.8 30.3 58.6

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REU-2019-12.pdf

0 -5.6 1.1 Gross Receipts 5.6 12.3 33.7 55.2 -54.7 -39.0 Utility Property 0.0 0.2 1.9 1.4 -83.9 35.6 Insurance Premiums 1.0 1.1 19.8

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REU-2019-11.pdf

1 9.3 4.9 Gross Receipts 11.7 9.8 28.1 43.0 19.7 -34.5 Utility Property 0.0 0.0 1.9 1.2 5.9 51.9 Insurance Premiums 0.2 0.4 18.8

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REU-2019-10.pdf

1 43.1 4.2 Gross Receipts 3.7 9.3 16.4 33.2 -59.9 -50.5 Utility Property 0.3 0.1 1.9 1.2 414.4 52.0 Insurance Premiums 0.2 0.1 18.6

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Response-Letter-9-30-2019.pdf

from the increased tax rate and are not reduced for Department of Revenue administrative costs. Options to Fund School District Property Tax Elimination 5 Retirement income tax of 4.92 percent (3.07 percent state tax and 1.85 percent local

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RB_2023_06_Jackpot_Lottery.pdf

services for older adults ($353 million),  Programs within PennDOT to provide transportation for older adults ($171 million) and  Property Tax and Rent Rebate (PTRR) program (includes administration, $244 million). 5 Staff Acknowledgments This research brief was produced by Karen

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RB-2016-02.pdf

FY 2013‐14 FY 2014‐15 Description Keystone Opportunity Zone $87,400 $80,500 Allows speci Ðic areas of deteriorated property to be des‐ ignated as Keystone Opportunity Zones (KOZs), Keystone Opportunity Expansion Zones (KOEZs) and Keystone Op‐ portunity Improvement Zones

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RB 2019 RACP.pdf

Prevailing Wage Act, the Americans with Disabilities Act and meet certain fidelity bond and insurance (workers’ compensation, general liability and property damage, and flood) thresholds. It should be noted that RACP payments are made on an on-going reimbursement basis. Grantees

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RB 2019 Natural Gas Royalties.pdf

royalties based on the revenues received from the sale of natural gas extracted from wells located on a landowner’s property. Pennsylvania law mandates a minimum royalty rate of 12.5 percent of the market value of the sale. 1 Some

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QRR_2017Q3.pdf

1 550.6 36.5 Gross Receipts 3.4 12.6 -9.2 3.4 12.6 -9.2 Utility Property 1.1 2.2 -1.1 1.1 2.2 -1.1 Insurance Premiums 9.9 2.8 7.1

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QRR_2017Q2.pdf

1 -193.6 Gross Receipts 24.1 27.1 -3.0 1,230.5 1,259.7 -29.2 Utility Property 37.3 38.1 -0.8 40.2 41.1 -0.9 Insurance Premiums 28.0 47.8 -19.8

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QRR_2017Q1.pdf

3 Gross Receipts 1,173.9 1,204.3 -30.4 1,206.4 1,232.6 -26.2 Utility Property 0.6 0.4 0.2 2.9 3.0 -0.1 Insurance Premiums 401.1 380.4 20.7

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QRR_2016Q4.pdf

4 7.4 22.0 Gross Receipts 14.8 13.7 1.1 32.5 28.3 4.2 Utility Property 0.1 0.2 -0.1 2.3 2.6 -0.3 Insurance Premiums 1.0 1.5 -0.5

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QRR_2016Q3.pdf

1 5.4 12.7 Gross Receipts 17.7 14.6 3.1 17.7 14.6 3.1 Utility Property 2.2 2.4 -0.2 2.2 2.4 -0.2 Insurance Premiums 3.3 1.2 2.1

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QRR_2016Q1.pdf

Receipts 1,256.1 1,219.2 36.9 1,287.0 1,251.2 35.8 Utility Property 0.1 0.5 -0.4 2.8 3.1 -0.3 Insurance Premiums 409.5 407.8 1.7 415.3

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QRR_2015Q4.pdf

7 28.5 Gross Receipts 13.7 17.0 -3.3 30.8 32.0 -1.2 Utility Property 0.1 0.3 -0.2 2.7 2.6 0.1 Insurance Premiums 3.9 0.9 3.0 5.8

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QRR_2015Q3_preliminary.pdf

financial institution taxes. • Non-tax revenues exceeded estimate by $38 million, primarily due to larger-than-expected remittances for unclaimed property. Quarterly receipts were lower than the prior year due to the absence of the large, one-time transfers that occurred

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QRR_2015Q1.pdf

Receipts 1,201.6 1,226.8 -25.2 1,238.0 1,254.0 -16.0 Utility Property 0.0 0.4 -0.4 2.1 3.0 -0.9 Insurance Premiums 391.1 401.7 -10.6 394.6

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QRR_2014Q4.pdf

5 -19.3 Gross Receipts 19.8 14.0 5.8 36.4 27.2 9.2 Utility Property 0.2 0.3 -0.1 2.1 2.6 -0.5 Insurance Premiums 1.6 0.8 0.8 3.5

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QRE_FY15-16.xlsx

8 30.8 106.3 Gross Receipts 15.0 17.0 1,219.2 24.7 1,275.9 Utility Property 2.3 0.3 0.5 36.8 39.9 Insurance Premiums 1.2 0.9 407.8 58.1

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QRE_FY15-16.pdf

8 30.8 106.3 Gross Receipts 15.0 17.0 1,219.2 24.7 1,275.9 Utility Property 2.3 0.3 0.5 36.8 39.9 Insurance Premiums 1.2 0.9 407.8 58.1

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Presentation_PICPA_12-3-2014.pdf

14-15 Non-Recurring Revenues Description Amount Transfers from special funds ($95 at risk) $322 Reduce holding period for unclaimed property (escheats) 150 Inheritance tax payment 100 Total 572 22 Note: millions of dollars. 3.Dec.2014 Dollar Change in Revenues

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Presentation_Phil_Chamber_2-12-2015.pdf

Monthly Economic Report. • Monthly Revenue Trends Report.  Special Studies (at request of Gen. Assembly): • HB 1776 and SB 76 – Property Tax Reform. • Medicaid Expansion. • Film Tax Credits. • Taxation of Natural Gas in Pennsylvania. • Consolidation of York County School Districts. Other

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Presentation-2018-10-Performance-Based-Budget-Board.pdf

15, 2018 Initial List of Agency Activities 7  General Services  16 activities focusing on procurement, fleet management, surplus property, warehousing, construction, facilities and real estate management, risk management, police services, publications and mail  Banking & Securities  5 activities

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PMTA_Presentation_April_2023.pdf

Rates April 19, 2023 13 Tax Source % Total Tax State Rank PA Avg Tax Rate U.S. Avg Tax Rate Property 26.3% 27 2.66% 2.87% Personal Income 25.4% 22 2.57% 2.28% Sales and Use 19

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platt ppt.pdf

Contributions for social insurance  Plus: Adjustment for residence  Equals: Net Earnings (Place of Residence) ▪ Dividends, interest and rent (property income) ▪ Government and business transfers  Including Social Security, UI, Medicare/Medicaid, workers’ compensation benefits 6 www.bea.gov Component

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PBB_Board_Hearing_Sept_28_2021.pdf

induced by the credit ▪ Credit must be the decisive factor in the location decision ▪ Excludes other benefits: positive spillovers, enhanced property tax revenues September 28, 2021 4 Keystone Special Development Zones (KSDZ) Summary of findings based on input from participants ▪ Tax

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PBB_Board_Hearing_Jan_11_2023.pdf

government PID does not track aggregated rate increases for all insurance types ▪ PID reviews and approves rate increase requests for property and casualty and life insurance but does not track aggregate value of rate increases ▪ PID does track rate increases for

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PBB_Board_Hearing_Apr_26_2021.pdf

of former industrial sites Many positive outcomes cannot be easily measured ▪ Social impacts (i.e., positive externalities or spillovers) ▪ Enhanced property values ▪ Health benefits of cleaner environment April 26, 2021 1 Using Economic Metrics to Assess Progress Economic impact analysis has

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PBB_2022_DLI_REPORT.pdf

Tax Performance System (TPS) Quality Measure is a pass/fail metric that examines if the tax func- tions are performed properly at the state level. To pass a state must have no more than three tax functions fail within one year

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PBB_2022_DHS_REPORT_ADDENDUM.pdf

100 (21%). A 2017 investiga- tion by the Office of the Inspec- tor General found that the PDA failed to properly monitor re- ports originally classified as no- need by the AAAs. Since that re- view, no-need reports have de-

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PBB_2022_AGING_REPORT_Addendum.pdf

the AAAs handling of protective services, which includes examination of RONs categorized as “no need” to ensure that they were properly categorized and monitors each AAA to ensure proper procedures were followed. The primary goals and outcomes of this activity are

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PBB_2021_DHS_REPORT_ADDENDUM.pdf

fewer place- ments for a child in foster care. A lower num- ber of placements indicates that the child was properly placed in a setting that is a good match for the child’s needs. It should be noted that children

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PBB_2020_DHS_REPORT_Final_Updated.pdf

The intended outcome is to ensure benefits are issued timely to eligible recip- ients and ongoing eligibility is properly monitored. Resources 14-15 15-16 16-17 17-18 18-19 19-20 Actual Actual Actual Actual Actual Budget Expenditures by

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NGPR-2016Q4.pdf

natural gas recovered from a well. Regulatory Inactive Designated by the Department of Environmental Protection as inactive, after the operator properly filed for inactive status pursuant to Section 3214 of Act 13 of 2012. Shut-In Temporary suspension of production activity

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NGPR-2016Q3.pdf

natural gas recovered from a well. Regulatory Inactive Designated by the Department of Environmental Protection as inactive, after the operator properly filed for inactive status pursuant to Section 3214 of Act 13 of 2012. Shut-In Temporary suspension of production activity

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NGPR-2016Q2.pdf

natural gas recovered from a well. Regulatory Inactive Designated by the Department of Environmental Protection as inactive, after the operator properly filed for inactive status pursuant to Section 3214 of Act 13 of 2012. Shut In Temporary suspension of production activity

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NGPR-2016Q1.pdf

natural gas recovered from a well. Regulatory Inactive Designated by the Department of Environmental Protection as inactive, after the operator properly filed for inactive status pursuant to Section 3214 of Act 13 of 2012. Shut In Temporary suspension of production activity

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NGPR-2015-2H.pdf

natural gas recovered from a well. Regulatory Inactive Designated by the Department of Environmental Protection as inactive, after the operator properly filed for inactive status pursuant to Section 3214 of Act 13 of 2012. Shut In Temporary suspension of production activity

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Newsstand_2018_May.pdf

and home sales increased for the sixth consecutive year. These factors produced stronger-than-anticipated revenues for wage, sales, business, property, and real estate transfer taxes. The report also discusses recent social and demographic trends for the city. Pennsylvania 4th Quarter

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MTR-2019-09.pdf

5 -2.1 -0.7 Gross Receipts 4.1 12.5 12.7 23.9 -67.4 -46.8 Utility Property 1.0 1.1 1.6 1.2 -12.4 32.2 Insurance Premiums 0.4 0.2 18.4

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MTR-2019-08.pdf

1 -14.8 4.9 Gross Receipts 4.4 6.9 8.7 11.4 -37.1 -24.3 Utility Property 0.2 0.1 0.6 0.1 138.7 663.5 Insurance Premiums 0.5 1.0 18.1

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MTR-2019-07.pdf

7 24.6 24.6 Gross Receipts 4.3 4.5 4.3 4.5 -4.6 -4.6 Utility Property 0.4 0.0 0.4 0.0 n.a. n.a. Insurance Premiums 17.5 20.7 17.5

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MTR-2018-1.pdf

4 73.7 6.5 Gross Receipts 2.5 10.6 39.8 43.1 -76.7 -7.6 Utility Property 0.0 0.0 1.5 2.3 -80.3 -35.1 Insurance Premiums 31.2 28.6 48.2

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MTR-2018-04.pdf

5 6.4 Gross Receipts 4.2 3.7 1,140.7 1,210.1 13.8 -5.7 Utility Property 16.6 2.8 18.1 5.7 498.4 218.6 Insurance Premium 38.2 28.2 463.2

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MTR-2018-03.pdf

1 Gross Receipts 1,093.3 1,159.1 1,136.6 1,206.4 -5.7 -5.8 Utility Property 0.0 0.6 1.5 2.9 -99.8 -48.3 Insurance Premium 367.9 342.5 425.0

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MTR-2018-02.pdf

7 59.9 8.0 Gross Receipts 3.5 4.3 43.3 47.3 -17.1 -8.5 Utility Property 0.0 0.0 1.5 2.3 -98.5 -35.9 Insurance Premium 8.9 30.0 57.1

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MTR-2017-12.pdf

8 -0.3 3.1 Gross Receipts 25.4 7.7 37.3 32.5 231.5 14.9 Utility Property 0.2 0.0 1.5 2.3 n.a. -34.9 Insurance Premiums 6.1 1.3 17.0

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MTR-2017-11.pdf

3 166.1 5.2 Gross Receipts 3.0 (9.7) 11.9 24.8 130.5 -52.1 Utility Property 0.2 0.0 1.3 2.3 1376.7 -42.5 Insurance Premiums 0.6 0.1 10.9

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MSC_March_31_2021.pdf

excludes any severance tax or impact fee. Source: State and Local Tax Revenues: A 50 State Comparison, IFO (November 2020). Property Liquor, Tobacco, Game Total Taxes Minimum Wage Impact: 2019 vs 2022 March 31, 2021 13 Number of Payroll Employees (000s

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MRU_2024_3.pdf

9 Gross Receipts 1,330.9 1,098.8 1,378.5 1,176.8 21.1 17.1 Utility Property 0.0 (0.0) 2.4 3.3 n.a. -27.7 Insurance Premium 795.4 761.1 906.0

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MRU_2024_2.pdf

0 -32.9 -1.4 Gross Receipts 19.3 39.5 47.6 78.0 -51.1 -39.0 Utility Property 0.0 0.0 2.4 3.3 733.3 -27.9 Insurance Premium 40.1 42.4 110.6

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MRU_2024_1.pdf

5 26.1 0.9 Gross Receipts 5.9 8.5 28.3 38.4 -30.0 -26.4 Utility Property 0.0 0.0 2.3 3.3 n.a. -29.0 Insurance Premium 61.9 47.6 70.5

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MRU_2024_08.pdf

6 -14.6 3.7 Gross Receipts 2.3 10.1 0.2 12.2 -77.5 -98.2 Utility Property 1.1 0.6 1.1 0.7 87.0 60.6 Insurance Premium 2.0 0.5 (0.5

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MRU_2024_07.pdf

9 16.7 16.7 Gross Receipts (2.0) 2.1 (2.0) 2.1 -199.0 -199.0 Utility Property 0.0 0.1 0.0 0.1 -79.6 -79.6 Insurance Premium (2.6) (0.6) (2.6

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MRU_2024_06.pdf

9 -8.0 Gross Receipts 4.1 3.5 1,389.2 1,181.0 16.1 17.6 Utility Property 0.0 0.4 44.1 46.0 -99.6 -4.2 Insurance Premium (462.6) (438.5) 546.8

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MRU_2024_05.pdf

3 -7.6 Gross Receipts 4.1 (3.2) 1,385.1 1,177.4 229.5 17.6 Utility Property 16.7 18.0 44.1 45.5 -7.2 -3.3 Insurance Premium 8.1 2.8 1,009

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MRU_2024_04.pdf

7 -6.8 Gross Receipts 2.5 3.9 1,381.0 1,180.6 -35.8 17.0 Utility Property 24.9 24.2 27.3 27.5 2.9 -0.7 Insurance Premium 95.4 79.9 1,001

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MRU_2023_12.pdf

7 -11.8 -0.7 Gross Receipts 2.8 5.4 22.3 30.0 -48.1 -25.4 Utility Property 0.0 0.0 2.3 3.3 -98.3 -29.7 Insurance Premium 1.7 0.7 8.6

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MRU_2023_11.pdf

1 46.2 5.9 Gross Receipts 1.6 5.2 19.5 24.6 -69.0 -20.4 Utility Property 0.1 0.0 2.3 3.3 837.0 -29.5 Insurance Premium 0.6 0.1 6.9

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MRU_2023_10.pdf

5 22.0 1.2 Gross Receipts 1.1 5.8 17.9 19.4 -81.1 -7.5 Utility Property 0.0 0.4 2.2 3.3 -91.5 -33.5 Insurance Premium 5.5 0.3 6.2

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MRU_2023_09.pdf

2 -7.6 -1.6 Gross Receipts 4.7 3.6 16.9 13.6 31.5 23.6 Utility Property 1.4 2.7 2.1 2.8 -46.9 -25.0 Insurance Premium 0.9 1.0 0.8

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MRU_2023_08.pdf

5 27.2 23.4 Gross Receipts 10.1 7.1 12.2 10.1 41.5 20.8 Utility Property 0.6 0.1 0.7 0.1 325.2 405.2 Insurance Premium 0.5 0.6 (0.2

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MRU_2023_07.pdf

5 20.8 20.8 Gross Receipts 2.1 2.9 2.1 2.9 -29.5 -29.5 Utility Property 0.1 0.0 0.1 0.0 n.a. n.a. Insurance Premium (0.6) 23.9 (0.6

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MRU_2023_06.pdf

9 15.4 Gross Receipts 3.5 2.9 1,181.0 1,022.4 20.3 15.5 Utility Property 0.4 0.0 46.0 39.5 n.a. 16.4 Insurance Premium (438.5) (9.3) 521.8

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MRU_2023_02.pdf

6 139.5 15.9 Gross Receipts 39.5 26.0 78.0 61.0 52.2 27.8 Utility Property 0.0 0.0 3.3 2.0 -67.6 67.9 Insurance Premium 42.4 14.0 116.5

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MRU_2022_12.pdf

5 11.8 12.3 Gross Receipts 5.4 4.2 30.0 32.9 27.4 -9.1 Utility Property 0.0 0.0 3.3 1.9 354.8 69.8 Insurance Premium 0.7 0.2 26.5

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MRU_2022_04.pdf

31.1 17.7 Gross Receipts 1.4 2.1 1,020.0 990.4 -30.5 3.0 Utility Property 6.7 9.0 8.6 12.0 -25.7 -28.4 Insurance Premium 34.4 28.4 490.9

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MRU_2022_03.pdf

37.3 15.4 Gross Receipts 957.5 967.7 1,018.5 988.3 -1.1 3.1 Utility Property (0.0) 0.6 1.9 3.1 -102.0 -36.4 Insurance Premium 371.6 365.8 456.5

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MRU_2022_02.pdf

1 20.6 11.1 Gross Receipts 26.0 2.7 61.0 20.6 863.8 195.8 Utility Property 0.0 0.0 2.0 2.5 -1.1 -21.2 Insurance Premium 14.0 27.1 84.9

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MRU_2021_11.pdf

4 28.2 7.4 Gross Receipts 1.7 0.6 28.7 11.6 182.7 147.5 Utility Property 0.0 0.1 1.9 2.1 -84.1 -8.7 Insurance Premium 0.4 0.1 20.4

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MRU_2021_10.pdf

1 30.5 5.0 Gross Receipts 5.5 3.3 27.0 11.0 68.9 145.6 Utility Property 0.4 0.1 1.9 2.0 257.2 -5.8 Insurance Premium 0.4 0.1 20.0

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MRU_2021_09.pdf

1 45.8 2.3 Gross Receipts 17.1 3.6 21.5 7.7 373.1 177.9 Utility Property 0.6 1.4 1.5 1.9 -57.2 -22.8 Insurance Premium 0.1 0.5 19.6

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MRU_2021_08.pdf

0 -63.1 -47.1 Gross Receipts 1.8 3.2 4.4 4.1 -44.5 6.0 Utility Property 0.9 0.5 0.9 0.5 76.4 75.0 Insurance Premium 0.4 0.5 19.5

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MRU_2021_07.pdf

7 -27.6 -27.6 Gross Receipts 2.6 0.9 2.6 0.9 189.4 189.4 Utility Property 0.0 0.0 0.0 0.0 n.a. n.a. Insurance Premium 19.1 0.2 19.1

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MRU_2021_05.pdf

251.3 52.3 Gross Receipts (2.7) (3.0) 987.7 1,101.6 10.4 -10.3 Utility Property 28.0 28.4 40.0 37.8 -1.6 5.8 Insurance Premium 1.3 1.1 457.9

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MRU_2021_04.pdf

252.0 42.1 Gross Receipts 2.1 1.1 990.4 1,104.6 97.6 -10.3 Utility Property 9.0 6.9 12.0 9.4 29.8 28.3 Insurance Premium 28.4 28.4 456.6

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MRU_2021_03.pdf

8 29.0 Gross Receipts 967.7 1,025.7 988.3 1,103.5 -5.7 -10.4 Utility Property 0.6 0.5 3.1 2.5 9.0 24.1 Insurance Premium 365.8 373.9 428.2

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MRU_2021_02.pdf

9 -14.1 34.8 Gross Receipts 2.7 40.8 20.6 77.8 -93.4 -73.5 Utility Property 0.0 0.0 2.5 1.9 n.a. 28.3 Insurance Premium 27.1 9.9 62.4

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MRU_2021_01.pdf

3 58.6 37.3 Gross Receipts 2.6 3.3 17.9 37.0 -21.6 -51.5 Utility Property 0.0 0.0 2.5 1.9 1.8 27.8 Insurance Premium 33.7 38.8 35.3

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MRU-2023-04.pdf

3 21.3 Gross Receipts 3.9 1.4 1,180.6 1,020.0 167.7 15.7 Utility Property 24.2 6.7 27.5 8.6 263.2 219.2 Insurance Premium 79.9 34.4 957.4

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MRU-2023-03.pdf

17.8 Gross Receipts 1,098.8 957.5 1,176.8 1,018.5 14.8 15.5 Utility Property (0.0) (0.0) 3.3 1.9 98.1 68.9 Insurance Premium 761.1 371.6 877.5

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MRU-2023-01.pdf

0 2.7 11.7 Gross Receipts 8.5 2.1 38.4 35.1 301.7 9.7 Utility Property 0.0 0.0 3.3 1.9 -97.1 68.9 Insurance Premium 47.6 50.3 74.1

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MRU-2022-11.pdf

9 -1.6 12.7 Gross Receipts 5.2 1.7 24.6 28.7 206.3 -14.4 Utility Property 0.0 0.0 3.3 1.9 19.8 69.4 Insurance Premium 0.1 0.4 25.9

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MRU-2022-10.pdf

5 11.7 14.6 Gross Receipts 5.8 5.5 19.4 27.0 4.7 -28.2 Utility Property 0.4 0.4 3.3 1.9 -6.2 69.8 Insurance Premium 0.3 0.4 25.8

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MRU-2022-09.pdf

6 22.7 15.0 Gross Receipts 3.6 17.1 13.6 21.5 -79.2 -36.6 Utility Property 2.7 0.6 2.8 1.5 346.7 92.5 Insurance Premium 1.0 0.1 25.5

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MRU-2022-08.pdf

4 -3.8 -9.0 Gross Receipts 7.1 1.8 10.1 4.4 298.2 130.5 Utility Property 0.1 0.9 0.1 0.9 -84.1 -84.2 Insurance Premium 0.6 0.4 24.5

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MRU-2022-07.pdf

4 -12.2 -12.2 Gross Receipts 2.9 2.6 2.9 2.6 13.9 13.9 Utility Property 0.0 0.0 0.0 0.0 -100.0 -100.0 Insurance Premium 23.9 19.1 23.9

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MRU-2022-06.pdf

36.3 20.3 Gross Receipts 2.9 2.2 1,022.4 990.0 30.5 3.3 Utility Property 0.0 0.2 39.5 40.2 -100.0 -1.8 Insurance Premium (9.3) (6.1) 482.3

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MRU-2022-01.pdf

3 11.3 10.8 Gross Receipts 2.1 2.6 35.1 17.9 -17.6 95.4 Utility Property 0.0 0.0 1.9 2.5 -3.9 -21.3 Insurance Premium 50.3 33.7 70.9

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MRU-2021-12.pdf

3 16.9 10.8 Gross Receipts 4.2 3.8 32.9 15.4 12.3 114.3 Utility Property 0.0 0.3 1.9 2.5 -99.2 -21.4 Insurance Premium 0.2 0.2 20.6

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MRU-2021-06.pdf

82.8 56.5 Gross Receipts 2.2 2.7 990.0 1,104.3 -16.1 -10.3 Utility Property 0.2 0.0 40.2 37.8 n.a. 6.3 Insurance Premium (6.1) 1.6 451.8

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MRU-2020-3.pdf

4 Gross Receipts 1,025.7 1,132.7 1,103.5 1,195.2 -9.4 -7.7 Utility Property 0.5 0.0 2.5 1.5 n.a. 69.1 Insurance Premium 373.9 362.1 442.5

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MRU-2020-12.pdf

3 44.5 36.0 Gross Receipts 3.8 5.6 15.4 33.7 -32.1 -54.4 Utility Property 0.3 0.0 2.5 1.9 n.a. 27.9 Insurance Premium 0.2 1.0 1.6

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MRU-2020-10.pdf

1 -14.2 36.4 Gross Receipts 3.3 3.7 11.0 16.4 -12.1 -33.1 Utility Property 0.1 0.3 2.0 1.9 -62.7 7.8 Insurance Premium 0.1 0.2 1.3

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MRU-2020-09.pdf

0 -2.7 45.8 Gross Receipts 3.6 4.1 7.7 12.7 -11.0 -39.2 Utility Property 1.4 1.0 1.9 1.6 46.8 22.8 Insurance Premium 0.5 0.4 1.2

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MRU-2020-08.pdf

4 353.7 235.0 Gross Receipts 3.2 4.4 4.1 8.7 -25.9 -52.4 Utility Property 0.5 0.2 0.5 0.6 164.2 -16.3 Insurance Premium 0.5 0.5 0.7

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MRU-2020-07.pdf

1 154.3 154.3 Gross Receipts 0.9 4.3 0.9 4.3 -79.3 -79.3 Utility Property 0.0 0.4 0.0 0.4 -98.3 -98.3 Insurance Premium 0.2 17.5 0.2

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MRU-2020-06.pdf

0 -16.8 Gross Receipts 2.7 28.8 1,104.3 1,250.1 -90.7 -11.7 Utility Property 0.0 0.2 37.8 36.3 -95.9 4.2 Insurance Premium 1.6 (15.3) 473.6

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MRU-2020-05.pdf

9 -13.7 Gross Receipts (3.0) 12.7 1,101.6 1,221.3 -123.4 -9.8 Utility Property 28.4 18.5 37.8 36.1 53.7 4.6 Insurance Premium 1.1 1.5 471.9

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MRU-2020-04.pdf

6 -7.7 Gross Receipts 1.1 13.4 1,104.6 1,208.5 -92.1 -8.6 Utility Property 6.9 16.2 9.4 17.6 -57.2 -46.8 Insurance Premium 28.4 31.0 470.8

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MQRE_FY21_22_August.pdf

766 Gross Receipts 3 4 6 7 3 5 4 6 997 4 1 8 1,047 Utility Property 0 0 2 0 0 0 0 0 0 15 23 0 41 Insurance Premiums 18 1 0 0 0 1 32

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MQRE-FY23-24_Revised_Jan.pdf

5,699 Gross Receipts 3 5 10 6 7 7 4 29 1,110 5 2 5 1,194 Utility Property 0 0 1 0 0 0 0 0 0 21 24 0 46 Insurance Premiums 1 2 2 1 1

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MQRE-FY18-19-July.pdf

Gross Receipts 4 6 5 4 5 5 6 6 1,152 5 3 13 1,213 Utility Property 0 0 1 0 0 0 0 0 0 7 26 0 35 Insurance Premiums 1 1 0 0 1 1 30

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Monthly_Economic_Update_July_2023.pdf

rental income foregone if the home had been rented. By far, the single largest CPI-U component. Excludes maintenance and property taxes. Food At Home (7.6%) Groceries purchased for off-premise consumption. Excludes dining out. Compared to the prior year

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Monthly_Economic_Update_December_2020.pdf

million in rent, an average of $4,663 per household. A report from the Mortgage Bankers Association finds that rental property owners lost approximately $9.2 billion in 2020 Q3 revenue from renter households that missed, delayed or made a reduced

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Monthly_Economic_Update_August_2023.pdf

rental income foregone if the home had been rented. By far, the single largest CPI-U component. Excludes maintenance and property taxes. For July 2023, the OER component increased 7.9% from a year ago and 1.0% compared to June

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MER-2014-03.pdf

The index is a weighted measure of the average price changes in repeat sales or re Ðinancing of the same properties. Percentages in the chart represent year‐over‐year growth rates in the fourth quarter. Author: lmondschein CreationDate: 2014-04-02

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Memo-2019-03-Income-and-Property-Tax-Burden-for-Retirees.pdf

Under Age 65 3.02% Age 65+ 1.63% Age 65+ 2.74% Source: Calculations by the IFO. Personal Income Property Table 2 Pennsylvania Tax Burden State Rank Amount Ratio 1 State Rank Amount Ratio 1 New York 1 $56,226

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IFO_Retirement_Task_Force_Jan2018_Presentation.pdf

Approximate Share of State Taxes Paid by Age 65+ Personal Income 15% to 18% Sales and Use 20% to 24% Property (homeowners) 29% to 34% Note: Working age is age 20 to 64. Sales tax figures assume businesses pass tax to

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IFO_Response_Letter_May_16_2022.pdf

Harrisburg, PA 17120 Dear Representative Ryan: On April 12, 2022, the Independent Fiscal Office (IFO) provided updated estimates for potential property tax replacement revenues proposed under House Bill 13. This letter responds to your April 20 request for additional information related

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IFO_Hearing_Materials_March_2023.pdf

IFO (February 2023). State and Local Tax Burden: Average Tax Rate and Rank Corporate Income Personal Income Sales and Use Property Liquor, Tobacco, Game Total Taxes Independent Fiscal Office 17 March 2023 Corporate Net Income Tax State Comparison Corporate Net Income

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IFO_Hearing_Materials_Feb_22_2022.pdf

IFO (January 2022). State and Local Tax Burden: Average Tax Rate and Rank Corporate Income Personal Income Sales and Use Property Liquor, Tobacco, Game Total Taxes Independent Fiscal Office 14 February 2022 Corporate Net Income Tax State Comparison Corporate Net Income

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IFO_Hearing_Materials_02_2024.pdf

Source: State and Local Tax Revenues: A 50 State Comparison, IFO (February 2024). Corporate Income Personal Income Sales and Use Property Gaming-Liquor-Tobacco Total Taxes Independent Fiscal Office 22 February 2024 Corporate Net Income Tax Comparison Corporate Net Income Tax

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IFO - Economic and Budget Outlook - January 2012.pdf

12. The decline in revenues is generally attributable to the federal provision that allows full expensing of investment for qualified property acquired after September 8, 2010 and before January 1, 2012, and placed in service before January 1, 2012. 12 For

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House Appropriation Response Letter 2-28-2020.pdf

requested an estimated breakdown of the IFO reviewed wage contracts by department. Please see the attached table. Representative Brown requested property tax burden by county. This project has been undertaken by the IFO as a Research Brief and will be released

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GPNP July 10, 2012 final.pdf

Analysis  Office will be posting regular reports and analysis.  Monthly Economic Update (later this month).  Legislative Requests: Property Tax Proposals (late September).  Interstate comparison of tax structures and tax burdens (later this month). 10.Jul.2012 10

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FTA_Student_Loan_Presentation_Oct_2023.pdf

taxable items (e.g., dining out, electronics?) ▪ IMPLAN tax allocation (uses same general splits for all industries): for this proposal, property taxes overstated, general sales tax understated October 3, 2023 16 III. Repayments: New IDR Program (SAVE) Complicates Analysis SAVE makes

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FTA_Presentation_Oct_24_2022.pdf

a wide range of issues: ▪ Revenue estimates (how much revenues are available?) ▪ Performance based budgeting | Tax credit reviews ▪ Special Studies: property tax reform, natural gas, minimum wage October 24, 2022 1 Act 48 Tax Credit Reviews Statute: Did the tax credits

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EPLC_April_2024.pdf

Tax credit reviews • Pension analysis | Dynamic modeling | Economic impact • Analyze impact of collective bargaining agreements Special Studies and Legislative Requests • Property tax reform | Natural gas & electricity • State comparisons | Others as requested IFO Role in Budget Process Source: Governor’s Executive Budget

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Economic_and_Revenue_Update_2020_10.pdf

8 3,308 17.0 120 Gross Receipts 1,005 -9.0 1,005 -9.0 0 Utility Property 38 1.0 38 1.0 0 Insurance Premiums 447 -5.6 437 -7.7 -10 Financial Institutions 382 -2.9 372

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Demographics_Outlook_2020.pdf

the IFO found that residents age 65 and older remit roughly 29 to 32 percent of all homeowner property taxes, 13 to 16 percent of state personal income tax and 19 to 22 percent of state sales tax. See “Senior Spending

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CompetePA_March_11_2021.pdf

excludes any severance tax or impact fee. Source: State and Local Tax Revenues: A 50 State Comparison, IFO (November 2020). Property Liquor, Tobacco, Game Total Taxes Minimum Wage Impact: 2019 vs 2022 March 11, 2021 11 Number of Payroll Employees (000s

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Budget_Hearing_Testimony-Feb2014.pdf

of small games of chance to bars, restaurants and taverns. • Proposed legislative changes to reduce the holding period for unclaimed property or to transfer monies from the Oil and Gas Lease Fund. • Additional slots or table games fees from new casino

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BEFC_Survey_Results_FINAL.pdf

workers, administrative support, nursing, building security and tuition to career and technology centers. Additionally, in a community with low property values and low average income levels the reducing factor of the Local Effort Capacity Index has negative effect on the distribution

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ACN_SB1_A01354_A01558_2017_06_03a.pdf

service accrued as of the valuation dates. Actuarial Value of Assets The value of the pension plan investments and other property used for the purpose of an actuarial valuation. Actuaries often se- lect an asset valuation method that smooths the effects

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2013-10 Monthly Economic Summary.pdf

U.S. econo- my. Excludes inflation. 1 Note: The GDP series was revised to include intangible assets (e.g., intellectual property). Personal Income The year-over-year growth rate of U.S. personal in- come. Includes wages, interest, dividends, rents, pen-

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2013-09 Monthly Economic Summary-FINAL.pdf

U.S. econo- my. Excludes inflation. 1 Note: The GDP series was revised to include intangible assets (e.g., intellectual property). Personal Income The year-over-year growth rate of U.S. personal in- come. Includes wages, interest, dividends, rents, pen-

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2013-07 Monthly Economic Summary.pdf

U.S. econo- my. Excludes inflation. 1 Note: The GDP series was revised to include intangible assets (e.g., intellectual property). Personal Income The year-over-year growth rate of U.S. personal in- come. Includes wages, interest, dividends, rents, pen-

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