TN 5 (12-94)
SI 01330.480 Essential Person Deeming - Examples
The following is an example of an individual living with one essential person.
Mr. Arthur Jones is the essential person of Mr. Joseph Johnson. In May 1988, Mr. Jones
has an automobile worth $900 and personal effects worth $2,300. Mr. Johnson has personal
effects worth $200.
The resource computation follows:
Mr. Jones' Resources
| $ 900 |
- automobile |
| +2,300 |
- personal effects |
| $ 3,200 |
- total resources deemed to Mr. Johnson |
Mr. Johnson's Excluded Resources
one automobile (SI 01330.200)
personal effects up to $2,000 (SI 01130.430)
| $ 2,500 |
- total personal effects (deemed $2,300 plus Mr. Johnson's own personal effects valued
at $200)
|
| - 2,000 |
- limit on personal effects |
| $ 500 |
- nonexcluded personal effects |
Mr. Johnson's Countable Resources
| $ 500 |
- nonexcluded personal effects or total countable resources |
Since Mr. Johnson's countable resources do not exceed the resource limit for an individual
with no spouse, he meets the resource eligibility requirement.
The following is an example of an eligible couple sharing one essential person.
Mr. and Mrs. Elmer Rose are an eligible couple. Miss Alice Gross is the essential
person for both Mr. and Mrs. Rose. In September 1988, Miss Gross owns an automobile
worth $2,000 which is used to take Mr. and Mrs. Rose to doctors' appointments; household
goods and personal effects valued at $1,500; $1,900 in a pension fund; and $700 in
a savings account. Mr. and Mrs. Rose own household goods valued at $600, $250 in a
savings account, and two gravesites worth $700 each.
The resource computation follows:
Miss Gross' Resources
| $ 1,900 |
- pension fund |
| 2,000 |
- automobile |
| 1,500 |
- household goods and personal effects |
| +700 |
- savings account |
| $ 6,100 |
- total resources deemed to Mr. and Mrs. Rose |
Mr. and Mrs. Rose's Excluded Resources
one automobile (SI 01130.200)
personal effects up to $2,000 (SI 01130.430)
| $2,100 |
- total personal effects (deemed $1,500, plus Mr. and Mrs. Rose's own personal effects
valued at $600)
|
| -2,000 |
- limit on personal effects |
| $ 100 |
- nonexcluded personal effects |
two gravesites (SI 01130.400)
Mr. and Mrs. Rose's Countable Resources
| $ 100 |
- household goods and personal effects |
| 950 |
- savings account |
| +1,900 |
- pension fund |
| $2,950 |
- total countable resources |
| -2,850 |
- couple's resource limit (in 1988) |
| $ 100 |
- excess resources |
Since Mr. and Mrs. Rose's countable resources exceed the resource limit for a couple,
Mr. and Mrs. Rose do not meet the resource eligibility requirement because of essential
person deeming. Therefore, essential person status is lost, and the essential person
increment no longer applies.