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DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM NON-SSI RESOURCE ELIGIBILITY 11/18 CHAPTER E PAGE i

TABLE OF CONTENTS NON-SSI INDIVIDUAL’S RESOURCE ELIGIBILITY - INTRODUCTION .................................................... 1 1. RESOURCES DEFINED ..................................................................................................................................... 1 1.1. PERSONAL PROPERTY .................................................................................................................................. 1 1.2. REAL PROPERTY .......................................................................................................................................... 2 1.3. LIQUIDITY OF RESOURCES .......................................................................................................................... 2 2. RELATIONSHIP OF INCOME TO RESOURCES ......................................................................................... 2 2.1. CONVERSION OR SALE OF A RESOURCE ..................................................................................................... 2 2.1.1. Verification ............................................................................................................................................ 2 3. VALUES TO APPLY TO RESOURCES ........................................................................................................... 3 3.1. CURRENT MARKET VALUE.......................................................................................................................... 3 3.2. EQUITY VALUE ........................................................................................................................................... 3 3.3. ENCUMBRANCE ........................................................................................................................................... 3 4. MONTHLY DETERMINATIONS ..................................................................................................................... 3 5. RESOURCE LIMITS .......................................................................................................................................... 4 6. OWNERSHIP ....................................................................................................................................................... 4 6.1. SOLE OWNERSHIP ........................................................................................................................................ 4 6.2. SHARED OWNERSHIP ................................................................................................................................... 4 6.2.1. Types of Shared Ownership ................................................................................................................... 5 6.3. PROPERTY RIGHTS WITHOUT OWNERSHIP OF THE PROPERTY ..................................................................... 7 6.3.1. Leasehold ............................................................................................................................................... 7 6.3.2. Incorporeal Interests – Mineral and Timber Rights and Easements ..................................................... 7 7. PROPERTY ESSENTIAL TO SELF-SUPPORT EXCLUSION 1 – EXCLUDED REGARDLESS OF VALUE OR RATE OF RETURN................................................................................................................ 7 7.1. EXCLUSION ................................................................................................................................................. 7 7.1.1. Trade Or Business Property .................................................................................................................. 8 7.1.2. Government Permits .............................................................................................................................. 8 7.1.3. Personal Property Used By An Employee ............................................................................................. 8 7.2. CURRENT USE CRITERION ........................................................................................................................... 8 7.2.1. 12-Month Rule ....................................................................................................................................... 8 7.2.2. 12-Month Extension ............................................................................................................................... 9 7.2.3. No Intent To Resume Activity ................................................................................................................. 9 7.2.4. Change of Intent .................................................................................................................................... 9 7.3. TRADE OR BUSINESS ................................................................................................................................... 9 7.3.1. Redetermination ................................................................................................................................... 10 7.3.2. Verification .......................................................................................................................................... 10 7.3.3. Questionable Trade Or Business ......................................................................................................... 10 7.3.4. Liquid Resources Used In A Trade Or Business .................................................................................. 11 7.4. GOVERNMENT PERMITS ............................................................................................................................ 11 7.4.1. Verification .......................................................................................................................................... 11 7.5. PERSONAL PROPERTY USED BY AN EMPLOYEE ........................................................................................ 11 7.5.1. Verification .......................................................................................................................................... 11 8. PROPERTY ESSENTIAL TO SELF-SUPPORT EXCLUSION 2 - EXCLUDED UP TO $6,000 EQUITY REGARDLESS OF RATE OF RETURN ................................................................................................. 12 8.1. EXCLUSION ............................................................................................................................................... 12 8.1.1. Exception to the Exclusion ................................................................................................................... 12