Example 1: On 8/5/00 Ms. White, an eligible individual, gave her adult daughter $1,000 to buy
a car. Ms. White alleges that her countable resources on 8/5/00 (including the value
of the gift) were under the $2,000 limit. Ms. White provides evidence that verifies
that the value of her resources on 8/5/00 were under the $2,000 limit. Therefore,
the exception applies and the CR determines that the transfer of $1,000 by Ms. White
to her daughter does not result in a period of ineligibility.
Example 2: On 7/5/00, Mr. Wilson gave his son a nonexcluded car worth $1,600. On 8/10/00, Mr.
Wilson applies for SSI. In 8/00, Mr. Wilson's countable resources are $1,900. However,
in 7/00 Mr. Wilson's countable resources were $3,500. Since, Mr. Wilson's countable
resources were over the $2,000 limit in the month of transfer, the CR determines that
this exception does not apply.