AB40,598,10 9(6) Applicability. This section applies to any of the following transfers of real
10property:
AB40,598,1211 (a) A transfer that is made on or after the effective date of this paragraph ....
12[LRB inserts date].
AB40,598,1513 (b) A transfer that was made before the effective date of this paragraph .... [LRB
14inserts date], if the grantor is receiving medical assistance on, or receives medical
15assistance after, the effective date of this paragraph .... [LRB inserts date].
AB40,1198 16Section 1198. 49.67 of the statutes is repealed.
AB40,1199 17Section 1199. 49.682 (1) (am) of the statutes is created to read:
AB40,598,1918 49.682 (1) (am) "Decedent" means a deceased client or a deceased nonclient
19surviving spouse, whichever is applicable.
AB40,1200 20Section 1200. 49.682 (1) (d) of the statutes is created to read:
AB40,598,2321 49.682 (1) (d) "Nonclient surviving spouse" means any person who was married
22to a client while the client was receiving services for which the cost may be recovered
23under sub. (2) (a) and who survived the client.
AB40,1201 24Section 1201. 49.682 (1) (e) of the statutes is created to read:
AB40,599,5
149.682 (1) (e) 1. "Property of a decedent" means all real and personal property
2to which the client held any legal title or in which the client had any legal interest
3immediately before death, to the extent of that title or interest, including assets
4transferred to a survivor, heir, or assignee through joint tenancy, tenancy in common,
5survivorship, life estate, living trust, or any other arrangement.
AB40,599,116 2. Notwithstanding subd. 1., "property of a decedent" includes all real and
7personal property in which the nonclient surviving spouse had an ownership interest
8at the client's death and in which the client had a marital property interest with that
9nonclient surviving spouse at any time within 5 years before the client applied for
10aid under s. 49.68, 49.683, or 49.685 or during the time that the recipient was eligible
11for aid under s. 49.68, 49.683, or 49.685.
AB40,1202 12Section 1202. 49.682 (2) (a) of the statutes is amended to read:
AB40,599,1613 49.682 (2) (a) Except as provided in par. (d), the department shall file a claim
14against the estate of a client or, and against the estate of the a nonclient surviving
15spouse of a client, for the amount of aid under s. 49.68, 49.683, or 49.685 paid to or
16on behalf of the client.
AB40,1203 17Section 1203. 49.682 (2) (bm) of the statutes is created to read:
AB40,599,2018 49.682 (2) (bm) 1. Property that is subject to the department's claim under par.
19(a) in the estate of a client or in the estate of a nonclient surviving spouse is all
20property of a decedent that is included in the estate.
AB40,599,2421 2. There is a presumption, which may be rebutted by clear and convincing
22evidence, that all property in the estate of the nonclient surviving spouse was marital
23property held with the client and that 100 percent of the property in the estate of the
24nonclient surviving spouse is subject to the department's claim under par. (a).
AB40,1204 25Section 1204. 49.682 (2) (c) (intro.) of the statutes is amended to read:
AB40,600,4
149.682 (2) (c) (intro.) The court shall reduce the amount of a claim under par.
2(a) by up to the amount specified in s. 861.33 (2) if necessary to allow the client's
3decedent's heirs or the beneficiaries of the client's decedent's will to retain the
4following personal property:
AB40,1205 5Section 1205. 49.682 (2) (e) 1. of the statutes is amended to read:
AB40,600,126 49.682 (2) (e) 1. If the department's claim is not allowable because of par. (d)
7and the estate includes an interest in real property, including a home, the court
8exercising probate jurisdiction shall, in the final judgment or summary findings and
9order, assign the interest in the home real property subject to a lien in favor of the
10department for the amount described in par. (a). The personal representative or
11petitioner for summary settlement or summary assignment of the estate shall record
12the final judgment as provided in s. 863.29, 867.01 (3) (h), or 867.02 (2) (h).
AB40,1206 13Section 1206. 49.682 (2) (e) 2. of the statutes is amended to read:
AB40,600,2014 49.682 (2) (e) 2. If the department's claim is not allowable because of par. (d),
15the estate includes an interest in real property, including a home, and the personal
16representative closes the estate by sworn statement under s. 865.16, the personal
17representative shall stipulate in the statement that the home real property is
18assigned subject to a lien in favor of the department for the amount described in par.
19(a). The personal representative shall record the statement in the same manner as
20described in s. 863.29, as if the statement were a final judgment.
AB40,1207 21Section 1207. 49.682 (2) (f) (intro.) of the statutes is amended to read:
AB40,600,2322 49.682 (2) (f) (intro.) The department may not enforce the a lien under par. (e)
23as long as any of the following survive the decedent:
AB40,1208 24Section 1208. 49.682 (2) (fm) of the statutes is created to read:
AB40,601,2
149.682 (2) (fm) All of the following apply to a lien under par. (e) that the
2department may not enforce because of par. (f):
AB40,601,53 1. If the decedent's surviving spouse or child who is under age 21 or disabled
4refinances a mortgage on the real property, the lien is subordinate to the new
5encumbrance.
AB40,601,76 2. The department shall release the lien in the circumstances described in s.
749.848 (5) (f).
AB40,1209 8Section 1209. 49.682 (3) of the statutes is amended to read:
AB40,601,149 49.682 (3) The department shall administer the program under this section
10and may contract with an entity to administer all or a portion of the program,
11including gathering and providing the department with information needed to
12recover payment of aid provided under s. 49.68, 49.683, or 49.685. All funds received
13under this subsection, net of any amount claimed under s. 867.035 (3) 49.849 (5),
14shall be remitted for deposit in the general fund.
AB40,1210 15Section 1210. 49.682 (5) of the statutes is amended to read:
AB40,601,2116 49.682 (5) The department shall promulgate rules establishing standards for
17determining whether the application of this section would work an undue hardship
18in individual cases. If the department determines that the application of this section
19would work an undue hardship in a particular case, the department shall waive
20application of this section in that case. This subsection does not apply with respect
21to claims against the estates of nonclient surviving spouses.
AB40,1211 22Section 1211. 49.78 (1) (b) of the statutes is amended to read:
AB40,602,223 49.78 (1) (b) "Income maintenance program" means the Medical Assistance
24program under subch. IV of ch. 49, the Badger Care health care program under s.
2549.665, the food stamp program under 7 USC 2011 to 2036 except for the employment

1and training program described in s. 49.79 (9)
, or the cemetery, funeral, and burial
2expenses program under s. 49.785.
AB40,1212 3Section 1212. 49.79 (9) (a) 1. of the statutes is amended to read:
AB40,602,154 49.79 (9) (a) 1. The department shall administer an employment and training
5program for recipients under the food stamp program and may contract with county
6departments under ss. 46.215, 46.22, and 46.23, multicounty consortia, and with
7local workforce development boards established under 29 USC 2832, tribal
8governing bodies, or other organizations to carry out the administrative functions.
9The department may contract, or a A county department, multicounty consortium,
10or local workforce development board, tribal governing body, or other organization
11may subcontract, with a Wisconsin Works agency or another provider to administer
12the employment and training program under this subsection. Except as provided in
13subds. 2. and 3., the department may require able individuals who are 18 to 60 years
14of age who are not participants in a Wisconsin Works employment position to
15participate in the employment and training program under this subsection.
AB40,1213 16Section 1213. 49.79 (9) (a) 2. of the statutes is amended to read:
AB40,602,2017 49.79 (9) (a) 2. The department may not require an individual who is a recipient
18under the food stamp program and who is the caretaker of a child under the age of
1912 weeks
6 to participate in any employment and training program under this
20subsection.
AB40,1214 21Section 1214. 49.79 (9) (b) (intro.) of the statutes is amended to read:
AB40,602,2422 49.79 (9) (b) (intro.) An Except as provided in par. (c), an individual who fails
23to comply with the work requirements under par. (a) without good cause is ineligible
24to participate in the food stamp program as follows:
AB40,1215 25Section 1215. 49.79 (9) (c) of the statutes is created to read:
AB40,603,3
149.79 (9) (c) If the department implements a policy under sub. (10), par. (b) does
2not apply to an individual who is required to fulfill the work requirement under sub.
3(10) (b).
AB40,1216 4Section 1216. 49.79 (10) of the statutes is created to read:
AB40,603,75 49.79 (10) Eligibility and work requirements for able-bodied adults. (a) In
6this subsection, "able-bodied adult" means an individual who is not any of the
7following:
AB40,603,88 1. Younger than 18 years of age.
AB40,603,99 2. Fifty years of age or older.
AB40,603,1110 3. Determined by the department to be medically certified as physically or
11mentally unfit for employment, as described in 7 CFR 273.24 (c) (2).
AB40,603,1412 4. A parent of a household member who is younger than 18 years old, even if
13the household member who is younger than 18 years old is not eligible for food
14stamps.
AB40,603,1715 5. Residing in a household that includes a household member who is younger
16than 18 years old, even if the household member who is younger than 18 years old
17is not eligible for food stamps.
AB40,603,1918 6. Exempt from the work requirement under the food stamp program, as
19described in 7 CFR 273.24 (c) (5).
AB40,603,2020 7. Pregnant.
AB40,603,2321(b) The department may implement a policy that complies with 7 CFR 273.24.
22If the department implements a policy under this paragraph, all of the following
23apply:
AB40,604,3
11. The department shall require an able-bodied adult who is participating in
2the food stamp program to fulfill the work requirement defined under 7 CFR 273.24
3(a) (1).
AB40,604,64 2. If an able-bodied adult does not fulfill the work requirement, the department
5may limit the able-bodied adult's eligibility for food stamps to no more than 3 months
6during a 3-year period.
AB40,604,87 3. The department may exempt up to 15 percent of the able-bodied adults who
8are participating in the food stamp program from the time limit under subd. 2.
AB40,604,139 (c) If the department determines that a waiver, or an amendment to a waiver,
10is necessary to implement a policy that complies with 7 CFR 273.24, the department
11shall request the waiver or the amendment to the waiver from the federal
12department of agriculture to permit the department to implement a policy that
13complies with 7 CFR 273.24 as provided under this subsection.
AB40,1217 14Section 1217. 49.826 (2) (a) 3. of the statutes is repealed.
AB40,1218 15Section 1218. 49.83 of the statutes is amended to read:
AB40,605,5 1649.83 Limitation on giving information. Except as provided under ss.
1749.25 and 49.32 (9), (10), and (10m), no person may use or disclose information
18concerning applicants and recipients of relief funded by a relief block grant, aid to
19families with dependent children, Wisconsin Works under ss. 49.141 to 49.161, social
20services, child and spousal support and establishment of paternity and medical
21support liability services under s. 49.22, or supplemental payments under s. 49.77
22for any purpose not connected with the administration of the programs, except that
23the department departments of children and families and health services may
24disclose, including by transmitting or granting access to electronic data, such
25information, including social security numbers, to the department of revenue for the

1sole purpose purposes of administering state taxes, including verifying refundable
2individual income tax credits, and collecting debts owed to the department of
3revenue
. Any person violating this section may be fined not less than $25 nor more
4than $500 or imprisoned in the county jail not less than 10 days nor more than one
5year or both.
AB40,1219 6Section 1219. 49.84 (6) (c) 1. d. of the statutes is amended to read:
AB40,605,97 49.84 (6) (c) 1. d. A child who is receiving medical assistance under s. 49.46 (1)
8(a) 13., 49.47 (4) (am) 3., or 49.471 (4) (a) 2. or (b) 2. or an unborn child receiving
9prenatal care under s. 49.471.
AB40,1220 10Section 1220. 49.84 (7) of the statutes is created to read:
AB40,605,1111 49.84 (7) (a) In this subsection:
AB40,605,1212 1. "Department" means the department of health services.
AB40,605,1413 2. "Medical Assistance" means the Medical Assistance program under subch.
14IV.
AB40,605,2015 (b) Except as provided in par. (c), for determining eligibility or continued
16eligibility the department shall electronically verify the residence of an applicant for
17or recipient of Medical Assistance. If the department is unable to verify the
18applicant's or recipient's residence electronically, the applicant or recipient must
19provide adequate proof of residency, in the manner determined by the department,
20to be eligible for Medical Assistance.
AB40,605,2221 (c) The requirements under par. (b) do not apply with respect to any of the
22following:
AB40,606,223 1. An individual who is receiving benefits under the food stamp program under
247 USC 2011 to 2029 or under the Temporary Assistance for Needy Families block

1grant program and who presented an acceptable form of residency verification for
2receipt of those benefits.
AB40,606,53 2. An individual who resides in a nursing home, intermediate care facility,
4inpatient psychiatric hospital, or other residential care facility and whose care in the
5facility is paid for by Medical Assistance.
AB40,606,96 3. A child residing in a foster care placement under the care and placement
7responsibility of a county department under s. 46.215, 46.22, or 46.23 or, in a county
8with a population of 500,000 or more, under the care and placement responsibility
9of the department of children and families.
AB40,1221 10Section 1221. 49.848 of the statutes is created to read:
AB40,606,12 1149.848 Treatment of real property owned by certain public assistance
12recipients.
(1) Definitions. In this section:
AB40,606,1313 (a) "Department" means the department of health services.
AB40,606,1914 (b) "Public assistance" means any services provided as a benefit under a
15long-term care program, as defined in s. 49.496 (1) (bk), that may be recoverable
16under s. 49.496 (3) (a); medical assistance under subch. IV that may be recoverable
17under s. 49.496 (3) (a); long-term community support services funded under s. 46.27
18(7) that may be recoverable under s. 46.27 (7g) (c) 1.; or aid under s. 49.68, 49.683,
19or 49.685 that may be recoverable under s. 49.682 (2) (a).
AB40,606,2020 (c) "Recipient" means a person who received public assistance.
AB40,606,23 21(2) Creation of documents for recording. The department shall create all of
22the following for recording in the office of the register of deeds in the real estate
23records index:
AB40,607,524 (a) A document entitled "REQUEST FOR NOTICE OF TRANSFER OR
25ENCUMBRANCE AND NOTICE OF POTENTIAL CLAIM," which shall require

1notice to the department with respect to any transfer of title to, placement of an
2encumbrance on, or termination of an interest in, the property to which the document
3relates and which shall provide notice that the department may have a claim against
4the property to which the document relates on the basis of providing public
5assistance to an individual who has or had a legal interest in the property.
AB40,607,126 (b) A document entitled "TERMINATION OF REQUEST FOR NOTICE OF
7TRANSFER OR ENCUMBRANCE AND NOTICE OF POTENTIAL CLAIM," which
8shall provide notice that, with respect to property against which a REQUEST FOR
9NOTICE OF TRANSFER OR ENCUMBRANCE AND NOTICE OF POTENTIAL
10CLAIM has been recorded, no notice to the department is required when title to the
11property is transferred, an encumbrance is placed on the property, or an interest in
12the property is terminated.
AB40,607,2213 (c) A document entitled "CERTIFICATE OF CLEARANCE," which shall
14provide notice that, with respect to property against which a REQUEST FOR
15NOTICE OF TRANSFER OR ENCUMBRANCE AND NOTICE OF POTENTIAL
16CLAIM has been recorded, but against which a TERMINATION OF REQUEST FOR
17NOTICE OF TRANSFER OR ENCUMBRANCE AND NOTICE OF POTENTIAL
18CLAIM has not been recorded, the department has no objection to the transfer of title
19to, placement of an encumbrance on, or termination of an interest in, the property,
20and that no notice to the department is required in the future when title to the
21property is transferred, an encumbrance is placed on the property, or an interest in
22the property is terminated.
AB40,608,3 23(3) Recording of request for notice and termination of request for notice.
24(a) 1. Whenever an individual becomes eligible for public assistance, and at any time
25during the time that an individual is eligible for public assistance, the department

1may record a REQUEST FOR NOTICE OF TRANSFER OR ENCUMBRANCE AND
2NOTICE OF POTENTIAL CLAIM if the individual has any of the following
3ownership interests in real property:
AB40,608,54 a. A current ownership interest in real property, including a marital property
5interest.
AB40,608,96 b. At any time within 5 years before the individual applied for public assistance
7or during the time that the individual is eligible for public assistance, a marital
8property interest in real property with his or her current spouse, if that spouse
9currently holds title to the real property.
AB40,608,1210 2. The department shall record the document in the office of the register of
11deeds of the county in which the real property under subd. 1. a. or b., whichever is
12applicable, is located.
AB40,608,1413 3. In this paragraph, an interest in real property includes a vendee's or vendor's
14interest in a land contract or an interest in real property held in a revocable trust.
AB40,608,2415 (b) Whenever the department determines that, with respect to property
16against which a REQUEST FOR NOTICE OF TRANSFER OR ENCUMBRANCE
17AND NOTICE OF POTENTIAL CLAIM has been recorded, the department no
18longer requires notice when title to the property is transferred, an encumbrance is
19placed on the property, or an interest in the property is terminated, the department
20shall record a TERMINATION OF REQUEST FOR NOTICE OF TRANSFER OR
21ENCUMBRANCE AND NOTICE OF POTENTIAL CLAIM in the office of the
22register of deeds of the county in which the REQUEST FOR NOTICE OF
23TRANSFER OR ENCUMBRANCE AND NOTICE OF POTENTIAL CLAIM with
24respect to the property was recorded.
AB40,609,10
1(3m) Disclosure of request for notice. If, in the course of a title search on
2real property, a title insurance company or agent finds that a REQUEST FOR
3NOTICE OF TRANSFER OR ENCUMBRANCE AND NOTICE OF POTENTIAL
4CLAIM has been recorded against the property but a TERMINATION OF
5REQUEST FOR NOTICE OF TRANSFER OR ENCUMBRANCE AND NOTICE OF
6POTENTIAL CLAIM has not been recorded against the property, the title insurance
7company or agent shall disclose that a REQUEST FOR NOTICE OF TRANSFER OR
8ENCUMBRANCE AND NOTICE OF POTENTIAL CLAIM has been recorded
9against the property in any report submitted preliminary to issuing, or in any
10commitment to offer, a certificate of title insurance for the real property.
AB40,609,18 11(4) Transferring, encumbering, or terminating an interest in property;
12clearance by the department.
(a) Any person transferring title to, encumbering, or
13terminating an interest in, property against which a REQUEST FOR NOTICE OF
14TRANSFER OR ENCUMBRANCE AND NOTICE OF POTENTIAL CLAIM has
15been recorded, but against which a TERMINATION OF REQUEST FOR NOTICE
16OF TRANSFER OR ENCUMBRANCE AND NOTICE OF POTENTIAL CLAIM has
17not been recorded, shall notify the department of the proposed transfer,
18encumbrance, or termination of interest.
AB40,609,2319 (b) If, on the date that the person sends the notice under par. (a), the recipient
20who had the ownership interest in the property when the department recorded the
21REQUEST FOR NOTICE OF TRANSFER OR ENCUMBRANCE AND NOTICE OF
22POTENTIAL CLAIM is alive, the person may transfer title to, encumber, or
23terminate an interest in, the property with no further action by the department.
AB40,610,224 (c) If, on the date that the person sends the notice under par. (a), the recipient
25who had the ownership interest in the property when the department recorded the

1REQUEST FOR NOTICE OF TRANSFER OR ENCUMBRANCE AND NOTICE OF
2POTENTIAL CLAIM is deceased, all of the following apply:
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