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DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM NON-SSI RESOURCE ELIGIBILITY 11/18 CHAPTER E PAGE 20 When an individual alleges owning non-business real property that produces income (e.g., land or a house for rent), obtain his or her signed statement concerning: • The number of years he or she has owned the property; • Any co-owners of the property; • A description of the property; • The estimated CMV of the property and any encumbrances on it; and • The estimated net and gross income from the property for the current tax year. When redetermining the status of property already excluded under this provision, only the value and income need to be redeveloped. 9.7.1. Supporting Evidence • Absent evidence to the contrary, accept the statement with respect to years of ownership, identity of owners, and description of the property. • Determine rate of return based on income and value figures shown on the individual's Schedule E (Supplemental Income Schedule) of Form 1040 for the year prior to filing of the application. If no tax return is available, obtain other appropriate evidence from the individual (e.g., a copy of the lease agreement for the period in question).
10. Reasonable Efforts to Sell Real Property After End of 9 Months of Conditional Benefits Exclusion When an individual has received nine months of Conditional Benefits due to his ownership of excess real property during which he/she made continuing but unsuccessful reasonable efforts to sell, the reasonable effort to sell exclusion may be applied in determining his/her eligibility for regular AG benefits. The exclusion will apply if the individual continues to make reasonable efforts to sell or establishes good cause for failure to do so. Regular AG benefits paid as a result of this exclusion are not subject to recovery as overpayments of conditional benefits.