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The treatment of an inheritance depends on what the inheritance is used for:
If the inheritance is... |
And the program is... |
Then the treatment is... |
Cash |
· ALTCS · SSI-MAO · MSP |
Counted as unearned income. Exception: Any part of the inheritance that will be used to pay for the deceased person’s burial expenses and outstanding debts is excluded. |
· Adult · Caretaker Relative · Pregnant Woman · Child · KidsCare |
Excluded. |
Term |
Definition |
Inheritance |
Inheritance is cash, a right, or a non-cash item bequeathed to a person as a result of someone’s death. |
To verify... |
Proof includes... |
Amount of inheritance |
· Written statement from the executor of the estate; · Collateral contact with the executor of the estate; or · Copy of the check; · A court order closing the estate; · A copy of the will; or |
Burial expenses and outstanding debts |
· Bills; · Receipts; or · Collateral contact with the service provider or billing agency. |
This requirement applies to the following programs:
Program |
Legal Authorities |
ALTCS SSI-MAO Medicare Savings Program |
42 USC 1382a(a)(2)(D) 20 CFR 416.1121(e) 20 CFR 416.1121(g) AAC R9-22-1909 |
Adult Caretaker Relative Pregnant Woman Child KidsCare |
42 CFR 435.603 42 CFR 457.10, 300, 301 and 315 |