Scenario 1 Answers
Question 1.
Question 2.
Question 3.
The community spouse income allocation amount is $2,215.50
Step 1: Julie receives $1,500/month. ($1,000 RSDI + $500 Pension).
Step 2: Julie’s monthly shelter expenses are $2,466.
($1,500 Mortgage + $200 Assoc. Fee + $586 Utility Allowance + $100 Homeowner’s Insurance + $80 Taxes).
Step 3: The excess shelter allowance is $1,726.
($2,466 Monthly Shelter Expenses - $740 Basic Shelter Allowance).
Step 4: The monthly maintenance need is $4,192.
($1,726 Excess Shelter Allowance + $2,466 Minimum Monthly Income Allowance).
Step 5: The monthly income allowance is $3,715.50 (2023) because Julie’s monthly maintenance need is greater than the maximum monthly income allowance.
Step 6: Julie’s community spouse income allocation amount is $2,215.50
($3,715.50 Monthly Income Allowance - $1,500 Monthly Income).
Question 4.
Updated
August 18, 2023.
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