Text: SF00353                           Text: SF00355
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Senate File 354

Partial Bill History

Bill Text

PAG LIN
  1  1                                            SENATE FILE 354  
  1  2 
  1  3                             AN ACT
  1  4 RELATING TO LIMITATIONS ON FILING MEDICAL ASSISTANCE CLAIMS
  1  5    AGAINST A DECEDENT'S ESTATE.  
  1  6 
  1  7 BE IT ENACTED BY THE GENERAL ASSEMBLY OF THE STATE OF IOWA:
  1  8 
  1  9    Section 1.  NEW SECTION.  633.230A  NOTICE IN INTESTATE
  1 10 ESTATES – MEDICAL ASSISTANCE CLAIMS.
  1 11    Upon opening administration of an intestate estate, the
  1 12 administrator may, in accordance with section 633.410, provide
  1 13 by ordinary mail to the entity designated by the department of
  1 14 human services, a notice of opening administration of the
  1 15 estate and of the appointment of the administrator, which
  1 16 shall include a notice to file claims with the clerk within
  1 17 the later to occur of fifteen months from the second
  1 18 publication of the notice or two months from the date of
  1 19 mailing of this notice, or thereafter be forever barred.
  1 20    The notice shall be in substantially the following form:  
  1 21           NOTICE OF OPENING ADMINISTRATION OF ESTATE,
  1 22                OF APPOINTMENT OF ADMINISTRATOR,
  1 23                     AND NOTICE TO CREDITOR
  1 24 In the District Court of Iowa
  1 25 In and for ......... County.
  1 26 In the Estate of ............, Deceased
  1 27 Probate No. .....
  1 28    To the Department of Human Services who may be interested
  1 29 in the Estate of ....., Deceased, who died on or about ......
  1 30 (date):
  1 31    You are hereby notified that on the .... day of .....
  1 32 (month), .... (year), an intestate estate was opened in the
  1 33 above named court and that ...... was appointed administrator
  1 34 of the estate.
  1 35    You are further notified that the birthdate of the deceased
  2  1 is ........ and the deceased's social security number is ...-
  2  2 ..-.....  The birthdate of the spouse is ......... and the
  2  3 spouse's social security number is ....-..-...., and that the
  2  4 spouse of the deceased is alive as of the date of this notice,
  2  5 or deceased as of ..... (date).
  2  6    You are further notified that the deceased was/was not a
  2  7 disabled or a blind child of the medical assistance recipient
  2  8 by the name of ..........., who had a birthdate of ........
  2  9 and a social security number of ...-..-...., and the medical
  2 10 assistance debt of that medical assistance recipient was
  2 11 waived pursuant to section 249A.5, subsection 2, paragraph
  2 12 "a", subparagraph (1), and is now collectible from this estate
  2 13 pursuant to section 249A.5, subsection 2, paragraph "b".
  2 14    Notice is hereby given that if the department of human
  2 15 services has a claim against the estate for the deceased
  2 16 person or persons named in this notice, the claim shall be
  2 17 filed with the clerk of the above named district court, as
  2 18 provided by law, duly authenticated, for allowance, and unless
  2 19 so filed by the later to occur of fifteen months from the
  2 20 second publication of this notice or two months from the date
  2 21 of the mailing of this notice, unless otherwise allowed or
  2 22 paid, the claim is thereafter forever barred.  
  2 23    Dated this ........ day of ...... (month), ...... (year)
  2 24                                    .......................
  2 25                                    Administrator of estate
  2 26                                    .......................
  2 27                                    Address
  2 28 .........................
  2 29 Attorney for administrator
  2 30 .........................
  2 31 Address
  2 32 Date of second publication
  2 33 ...... day of ...... (month), ..... (year)
  2 34 (Date to be inserted by publisher)
  2 35    Sec. 2.  NEW SECTION.  633.304A  NOTICE OF PROBATE OF WILL
  3  1 – MEDICAL ASSISTANCE CLAIMS.
  3  2    On admission of a will to probate, the executor may, in
  3  3 accordance with section 633.410, provide by ordinary mail to
  3  4 the entity designated by the department of human services, a
  3  5 notice of admission of the will to probate and of the
  3  6 appointment of the executor, which shall include a notice to
  3  7 file claims with the clerk within the later to occur of
  3  8 fifteen months from the second publication of the notice or
  3  9 two months from the date of mailing of this notice, or
  3 10 thereafter be forever barred.
  3 11    The notice shall be in substantially the following form:  
  3 12            NOTICE OF PROBATE OF WILL, OF APPOINTMENT
  3 13              OF EXECUTOR, AND NOTICE TO CREDITORS
  3 14 In the District Court of Iowa
  3 15 In and for ......... County.
  3 16 In the Estate of ............, Deceased
  3 17 Probate No. .....
  3 18    To the Department of Human Services, Who May Be Interested
  3 19 in the Estate of ......, Deceased, who died on or about .....
  3 20 (date):
  3 21    You are hereby notified that on the .... day of ....
  3 22 (month), ..... (year), the last will and testament of .....,
  3 23 deceased, bearing date of the .... day of ..... (month), ....
  3 24 (year), was admitted to probate in the above named court and
  3 25 that ........... was appointed executor of the estate.
  3 26    You are further notified that the birthdate of the deceased
  3 27 is .......... and the deceased's social security number is
  3 28 ...-..-.....  The birthdate of the spouse is ........ and the
  3 29 spouse's social security number is ...-..-...., and that the
  3 30 spouse of the deceased is alive as of the date of this notice,
  3 31 or deceased as of ....... (date).
  3 32    You are further notified that the deceased was/was not a
  3 33 disabled or a blind child of the medical assistance recipient
  3 34 by the name of ..........., who had a birthdate of ..........
  3 35 and a social security number of ...-..-...., and the medical
  4  1 assistance debt of that medical assistance recipient was
  4  2 waived pursuant to section 249A.5, subsection 2, paragraph
  4  3 "a", subparagraph (1), and is now collectible from this estate
  4  4 pursuant to section 249A.5, subsection 2, paragraph "b".
  4  5    Notice is hereby given that if the department of human
  4  6 services has a claim against the estate for the deceased
  4  7 person or persons named in this notice, the claim shall be
  4  8 filed with the clerk of the above named district court, as
  4  9 provided by law, duly authenticated, for allowance, and unless
  4 10 so filed by the later to occur of fifteen months from the
  4 11 second publication of this notice or two months from the date
  4 12 of mailing of this notice, unless otherwise allowed or paid,
  4 13 the claim is thereafter forever barred.  
  4 14    Dated this ........ day of ...... (month), ...... (year)
  4 15                                    .......................
  4 16                                    Executor of estate
  4 17                                    .......................
  4 18                                    Address
  4 19 .........................
  4 20 Attorney for executor
  4 21 .........................
  4 22 Address
  4 23 Date of second publication
  4 24 ...... day of ...... (month), ..... (year)
  4 25 (Date to be inserted by publisher)
  4 26    Sec. 3.  Section 633.410, Code 2001, is amended to read as
  4 27 follows:
  4 28    633.410  LIMITATION ON FILING CLAIMS AGAINST DECEDENT'S
  4 29 ESTATE.
  4 30    1.  All claims against a decedent's estate, other than
  4 31 charges, whether due or to become due, absolute or contingent,
  4 32 liquidated or unliquidated, founded on contract or otherwise,
  4 33 are forever barred against the estate, the personal
  4 34 representative, and the distributees of the estate, unless
  4 35 filed with the clerk within the later to occur of four months
  5  1 after the date of the second publication of the notice to
  5  2 creditors or, as to each claimant whose identity is reasonably
  5  3 ascertainable, one month after service of notice by ordinary
  5  4 mail to the claimant's last known address.
  5  5    2.  Notwithstanding subsection 1, claims for debts created
  5  6 under section 249A.5, subsection 2, relating to the recovery
  5  7 of medical assistance payments shall be barred under this
  5  8 section unless filed with the clerk within the later to occur
  5  9 of fifteen months after the date of the second publication of
  5 10 the notice to creditors, or two months after service of notice
  5 11 by ordinary mail, on the form prescribed in section 633.230A
  5 12 for intestate estates or on the form prescribed in section
  5 13 633.304A for testate estates, to the entity designated by the
  5 14 department of human services to receive notice.
  5 15    3.  However, notice Notice is not required to be given by
  5 16 mail to any creditor whose claim will be paid or otherwise
  5 17 satisfied during administration and the personal
  5 18 representative may waive the limitation on filing provided
  5 19 under this section.  This section does not bar claims for
  5 20 which there is insurance coverage, to the extent of the
  5 21 coverage, claims for debts created under section 249A.5
  5 22 relating to the recovery of medical assistance payments, or
  5 23 claimants entitled to equitable relief due to peculiar
  5 24 circumstances.  
  5 25 
  5 26 
  5 27                                                             
  5 28                               MARY E. KRAMER
  5 29                               President of the Senate
  5 30 
  5 31 
  5 32                                                             
  5 33                               BRENT SIEGRIST
  5 34                               Speaker of the House
  5 35 
  6  1    I hereby certify that this bill originated in the Senate and
  6  2 is known as Senate File 354, Seventy-ninth General Assembly.
  6  3 
  6  4 
  6  5                                                             
  6  6                               MICHAEL E. MARSHALL
  6  7                               Secretary of the Senate
  6  8 Approved                , 2001
  6  9 
  6 10 
  6 11                                
  6 12 THOMAS J. VILSACK
  6 13 Governor
     

Text: SF00353                           Text: SF00355
Text: SF00300 - SF00399                 Text: SF Index
Bills and Amendments: General Index     Bill History: General Index

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