TN 19 (12-24)
SI 01330.480 Essential Person Deeming - Examples
The following is an example of an individual living with one essential person.
Arthur Jones is the essential person of Joseph Johnson. In May 1988, Arthur has an
automobile worth $900 and personal effects worth $2,300. Joseph has personal effects
worth $200.
The resource computation follows:
Arthur
Jones' Resources
| $ 900 |
- automobile |
| +2,300 |
- personal effects |
| $ 3,200 |
- total resources deemed to Joseph Johnson |
Joseph
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 Joseph Johnson's own personal effects
valued at $200)
|
| - 2,000 |
- limit on personal effects |
| $ 500 |
- nonexcluded personal effects |
Joseph
Johnson's Countable Resources
| $ 500 |
- nonexcluded personal effects or total countable resources |
Since Edgar Johnson's countable resources do not exceed the resource limit for an
individual with no spouse, Edgar meets the resource eligibility requirement.
The following is an example of an eligible couple sharing one essential person.
Rose and Charles Allen are an eligible couple. Alice Gross is the essential person
for both Rose and Charles. In September 1988, Alice owns an automobile worth $2,000
which is used to take Rose and Charles to doctors' appointments; household goods and
personal effects valued at $1,500; $1,900 in a pension fund; and $700 in a savings
account. Rose and Charles own household goods valued at $600, $250 in a savings account,
and two gravesites worth $700 each.
The resource computation follows:
Alice
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 Rose and Charles |
Charles
and 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 Charles and Rose's own personal effects
valued at $600)
|
| -2,000 |
- limit on personal effects |
| $ 100 |
- nonexcluded personal effects |
two gravesites (SI 01130.400)
Charles
and 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 Charles and Rose's countable resources exceed the resource limit for a couple,
they 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.