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The treatment of an inheritance depends on what the inheritance is used for:
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If the inheritance is... |
And the program is... |
Then the treatment is... |
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Cash |
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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. |
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Excluded. |
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Term |
Definition |
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Inheritance |
Inheritance is cash, a right, or a non-cash item bequeathed to a person as a result of someone’s death. |
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To verify... |
Proof includes... |
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Amount of inheritance |
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Burial expenses and outstanding debts |
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Program |
Legal Authorities |
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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 |
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Adult Caretaker Relative Pregnant Woman Child KidsCare |
42 CFR 435.603 42 CFR 457.10, 300, 301 and 315 |