49.455(3)(b)1.
1. Except as determined under
subd. 2. or
3., unless the instrument providing the income specifically provides otherwise:
49.455(3)(b)1.a.
a. Income paid solely in the name of one spouse is considered to be available only to that spouse.
49.455(3)(b)1.b.
b. Income paid in the names of both spouses is considered to be available one-half to each spouse.
49.455(3)(b)1.c.
c. Income paid in the name of either or both spouses and to one or more other persons is considered to be available to each spouse in proportion to the spouse's interest or, if payment is made to both spouses and each spouse's individual interest is not specified, one-half of the joint interest is considered to be available to each spouse.
49.455(3)(b)2.
2. Except as provided in
subd. 3., if there is no trust or other instrument establishing ownership, income received by a couple is considered to be available one-half to each spouse.
49.455(3)(b)3.
3. Subdivisions 1. and
2. do not apply to income other than income from a trust if the institutionalized spouse establishes, by a preponderance of the evidence, that the ownership interests in the income are other than as provided in
subds. 1. and
2.
49.455(4)
(4) Protecting income for community spouse. 49.455(4)(a)(a) After an institutionalized spouse is determined to be eligible for medical assistance, in determining the amount of that institutionalized spouse's income that must be applied monthly to payment for the costs of care in the institution, the department shall deduct the following amounts in the following order from the institutionalized spouse's income:
49.455(4)(a)2.
2. The community spouse monthly income allowance calculated under
par. (b) or the amount of income of the institutionalized spouse that is actually made available to, or for the benefit of, the community spouse, whichever is less.
49.455(4)(a)3.
3. A family allowance for each family member equal to one-third of the amount by which the family member's monthly income is exceeded by the following:
49.455(4)(a)3.a.
a. Beginning on September 30, 1989, and ending on June 30, 1991, 122% of one-twelfth of the poverty line for a family of 2 persons.
49.455(4)(a)3.b.
b. Beginning on July 1, 1991, and ending on June 30, 1992, 133% of one-twelfth of the poverty line for a family of 2 persons.
49.455(4)(a)3.c.
c. Beginning on July 1, 1992, 150% of one-twelfth of the poverty line for a family of 2 persons.
49.455(4)(a)4.
4. The amount incurred as expenses for medical or remedial care for the institutionalized spouse.
49.455(4)(b)
(b) The community spouse monthly income allowance equals the greater of the following:
49.455(4)(b)1.
1. The minimum monthly maintenance needs allowance determined under
par. (c) or the amount determined at a fair hearing under
sub. (8) (c), if such an amount has been determined, minus the amount of monthly income otherwise available to the community spouse.
49.455(4)(b)2.
2. The amount of monthly support which a court orders the institutionalized spouse to pay for the support of the community spouse.
49.455(4)(c)1.1. For any year, the minimum monthly maintenance needs allowance equals the lesser of the amount determined under
subd. 2., or the sum of the following:
49.455(4)(c)1.a.
a. One-twelfth of 200% of the poverty line for a family of 2 persons.
49.455(4)(c)2.
2. The minimum monthly maintenance needs allowance in a year may not exceed $1,500 increased by the same percentage as the percentage increase in the consumer price index between September 1988 and September of the year before the year involved.
49.455(4)(c)3.
3. In making the calculation under
subd. 1. a., when the poverty line is revised the department shall use the revised amount starting on the first day of the 2nd calendar quarter beginning after the date of publication of the revision.
49.455(4)(d)
(d) The excess shelter allowance equals the amount by which 30% of the amount determined under
par. (c) 1. a. is exceeded by the sum of the following:
49.455(4)(d)1.
1. The community spouse's expenses for rent or mortgage principal and interest, taxes and insurance for his or her principal residence and, if the community spouse lives in a condominium or cooperative, any required maintenance charge.
49.455(4)(d)2.
2. The standard utility allowance established under
7 USC 2014 (e), except that if the community spouse lives in a condominium or cooperative for which the maintenance charge includes utility expenses, the standard utility allowance under
7 USC 2014 (e) is reduced by the amount of the utility expenses included in the maintenance charge.
49.455(5)
(5) Rules for treatment of resources.