HOUSE DOCKET, NO. 1340        FILED ON: 2/4/2021

HOUSE  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  No. 1301

 

The Commonwealth of Massachusetts

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PRESENTED BY:

Brian W. Murray and Natalie M. Higgins

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To the Honorable Senate and House of Representatives of the Commonwealth of Massachusetts in General
Court assembled:

The undersigned legislators and/or citizens respectfully petition for the adoption of the accompanying bill:

An Act relative to consistent treatment of life estates.

_______________

PETITION OF:

 

Name:

District/Address:

Date Added:

Brian W. Murray

10th Worcester

2/4/2021

Natalie M. Higgins

4th Worcester

2/10/2021

Lindsay N. Sabadosa

1st Hampshire

2/17/2021

Rebecca L. Rausch

Norfolk, Bristol and Middlesex

2/23/2021

Michael O. Moore

Second Worcester

2/23/2021

James K. Hawkins

2nd Bristol

2/26/2021

David Paul Linsky

5th Middlesex

3/22/2021

John Barrett, III

1st Berkshire

3/23/2021

Bruce E. Tarr

First Essex and Middlesex

3/24/2021

Tackey Chan

2nd Norfolk

3/24/2021

Patrick M. O'Connor

Plymouth and Norfolk

4/9/2021

Kate Lipper-Garabedian

32nd Middlesex

5/10/2021

Tami L. Gouveia

14th Middlesex

7/20/2021

Kay Khan

11th Middlesex

8/6/2021


HOUSE DOCKET, NO. 1340        FILED ON: 2/4/2021

HOUSE  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  No. 1301

By Representatives Murray of Milford and Higgins of Leominster, a petition (accompanied by bill, House, No. 1301) of Brian W. Murray, Natalie M. Higgins and others relative to consistent treatment of life estates by the Division of Medical Assistance.  Health Care Financing.

 

The Commonwealth of Massachusetts

 

_______________

In the One Hundred and Ninety-Second General Court
(2021-2022)

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An Act relative to consistent treatment of life estates.

 

Be it enacted by the Senate and House of Representatives in General Court assembled, and by the authority of the same, as follows:
 

SECTION 1.  Section 28 of chapter 118E of the general laws is hereby amended by adding at the end thereof the following:-

“In determining the eligibility of an individual who has disposed of a life estate or remainder interest in property, the Division shall determine the percentage interest of such life estate or remainder interest in accordance with 26 CFR 20-2031-7.”

SECTION 2.  Section 31 of said chapter 118E is hereby amended in subsection (d) by inserting after the word “sold.” The following:-

“If the property against which the division has a lien or encumbrance is a life estate or remainder interest, the percentage interest against which the division may recover upon a sale shall be determined in accordance with 26 CFR 20.2031-7.”