us/statute/42/1396p/f/2

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us/statute/42/1396p/f/2 · Axiom

Paragraph (1) shall not apply with respect to an individual if—

(A) the spouse of such individual, or

(B) such individual’s child who is under age 21, or (with respect to States eligible to participate in the State program established under subchapter XVI) is blind or permanently and totally disabled, or (with respect to States which are not eligible to participate in such program) is blind or disabled as defined in section 1382c of this title ,

is lawfully residing in the individual’s home.

in view

Whole section

▸rulespec code

Shown source

statutes/42/1396p/f.yaml

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Rules

statutory_home_equity_limit

Parameter

source: 42 U.S.C. 1396p(f)(1)(A)

- name: statutory_home_equity_limit
  kind: parameter
  dtype: Money
  unit: USD
  period: Year
  source: 42 U.S.C. 1396p(f)(1)(A)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: amount
          source:
            corpus_citation_path: us/statute/42/1396p/f
            excerpt: exceeds $500,000
  versions:
    - effective_from: '2011-01-01'
      formula: '500000'

maximum_state_substituted_home_equity_limit

Parameter

source: 42 U.S.C. 1396p(f)(1)(B)

- name: maximum_state_substituted_home_equity_limit
  kind: parameter
  dtype: Money
  unit: USD
  period: Year
  source: 42 U.S.C. 1396p(f)(1)(B)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: amount
          source:
            corpus_citation_path: us/statute/42/1396p/f
            excerpt: does not exceed $750,000
  versions:
    - effective_from: '2011-01-01'
      formula: '750000'

home_equity_limit_rounding_multiple

Parameter

source: 42 U.S.C. 1396p(f)(1)(C)

- name: home_equity_limit_rounding_multiple
  kind: parameter
  dtype: Money
  unit: USD
  period: Year
  source: 42 U.S.C. 1396p(f)(1)(C)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: amount
          source:
            corpus_citation_path: us/statute/42/1396p/f
            excerpt: rounded to the nearest $1,000
  versions:
    - effective_from: '2011-01-01'
      formula: '1000'

adjusted_statutory_home_equity_limit

Derived

source: 42 U.S.C. 1396p(f)(1)(C)

- name: adjusted_statutory_home_equity_limit
  kind: derived
  entity: Person
  dtype: Money
  unit: USD
  period: Year
  source: 42 U.S.C. 1396p(f)(1)(C)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us/statute/42/1396p/f
            excerpt: >-
              increased, beginning with 2011, from year to year based on the percentage increase in
              the consumer price index
        - path: versions[0].formula
          kind: amount
          source:
            corpus_citation_path: us/statute/42/1396p/f
            excerpt: rounded to the nearest $1,000
  versions:
    - effective_from: '2011-01-01'
      formula: >-
        floor(((statutory_home_equity_limit * (1 +
        cumulative_cpi_u_increase_rate_since_statutory_base_year)) /
        home_equity_limit_rounding_multiple) + 0.5) * home_equity_limit_rounding_multiple

adjusted_maximum_state_substituted_home_equity_limit

Derived

source: 42 U.S.C. 1396p(f)(1)(C)

- name: adjusted_maximum_state_substituted_home_equity_limit
  kind: derived
  entity: Person
  dtype: Money
  unit: USD
  period: Year
  source: 42 U.S.C. 1396p(f)(1)(C)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us/statute/42/1396p/f
            excerpt: The dollar amounts specified in this paragraph shall be increased
        - path: versions[0].formula
          kind: amount
          source:
            corpus_citation_path: us/statute/42/1396p/f
            excerpt: rounded to the nearest $1,000
  versions:
    - effective_from: '2011-01-01'
      formula: >-
        floor(((maximum_state_substituted_home_equity_limit * (1 +
        cumulative_cpi_u_increase_rate_since_statutory_base_year)) /
        home_equity_limit_rounding_multiple) + 0.5) * home_equity_limit_rounding_multiple

applicable_home_equity_limit

Derived

source: 42 U.S.C. 1396p(f)(1)(A)-(C)

- name: applicable_home_equity_limit
  kind: derived
  entity: Person
  dtype: Money
  unit: USD
  period: Year
  source: 42 U.S.C. 1396p(f)(1)(A)-(C)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us/statute/42/1396p/f
            excerpt: >-
              A State may elect ... by substituting for "$500,000", an amount that exceeds such
              amount, but does not exceed $750,000
  versions:
    - effective_from: '2011-01-01'
      formula: >-
        if state_elects_higher_home_equity_limit:
        min(max(state_substituted_home_equity_limit_amount, adjusted_statutory_home_equity_limit),
        adjusted_maximum_state_substituted_home_equity_limit) else:
        adjusted_statutory_home_equity_limit

paragraph_1_home_equity_bar_waived_for_hardship

Derived

source: 42 U.S.C. 1396p(f)(4)

- name: paragraph_1_home_equity_bar_waived_for_hardship
  kind: derived
  entity: Person
  dtype: Judgment
  period: Month
  source: 42 U.S.C. 1396p(f)(4)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: exception
          source:
            corpus_citation_path: us/statute/42/1396p/f
            excerpt: paragraph (1) is waived in the case of a demonstrated hardship
  versions:
    - effective_from: '2011-01-01'
      formula: demonstrated_hardship_waiver_granted

paragraph_1_home_equity_bar_exception_applies

Derived

source: 42 U.S.C. 1396p(f)(2)

- name: paragraph_1_home_equity_bar_exception_applies
  kind: derived
  entity: Person
  dtype: Judgment
  period: Month
  source: 42 U.S.C. 1396p(f)(2)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: exception
          source:
            corpus_citation_path: us/statute/42/1396p/f
            excerpt: >-
              Paragraph (1) shall not apply ... if ... spouse ... or ... child ... is lawfully
              residing in the individual's home
  versions:
    - effective_from: '2011-01-01'
      formula: |-
        spouse_lawfully_resides_in_individual_home
        or child_under_age_21_lawfully_resides_in_individual_home
        or child_blind_lawfully_resides_in_individual_home
        or child_permanently_and_totally_disabled_lawfully_resides_in_individual_home
        or child_disabled_as_defined_in_section_1382c_lawfully_resides_in_individual_home

is_medicaid_long_term_care_home_equity_eligible

Derived

source: 42 U.S.C. 1396p(f)(1)-(4)

- name: is_medicaid_long_term_care_home_equity_eligible
  kind: derived
  entity: Person
  dtype: Judgment
  period: Month
  source: 42 U.S.C. 1396p(f)(1)-(4)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: predicate
          source:
            corpus_citation_path: us/statute/42/1396p/f
            excerpt: >-
              the individual shall not be eligible ... if the individual's equity interest ...
              exceeds $500,000
        - path: versions[0].formula
          kind: exception
          source:
            corpus_citation_path: us/statute/42/1396p/f
            excerpt: Paragraph (1) shall not apply
        - path: versions[0].formula
          kind: exception
          source:
            corpus_citation_path: us/statute/42/1396p/f
            excerpt: paragraph (1) is waived in the case of a demonstrated hardship
  versions:
    - effective_from: '2011-01-01'
      formula: |-
        individual_home_equity_interest <= applicable_home_equity_limit
        or paragraph_1_home_equity_bar_exception_applies
        or paragraph_1_home_equity_bar_waived_for_hardship

▸citations (1)

References

This rule cites 1 other rule.

42 USC § 1382cinferredUS Federal › Statutes › Title 42 › § 1382c

loading…

Official source

Paragraph (1) shall not apply with respect to an individual if—

(A) the spouse of such individual, or

is lawfully residing in the individual’s home.

in view

Whole section

▸rulespec code

Shown source

statutes/42/1396p/f.yaml

Displaying the canonical repository encoding.

This encoding covers the parent provision us/statute/42/1396p/f; no dedicated encoding exists for this exact provision yet.

View on GitHub

Rules

statutory_home_equity_limit

Parameter

source: 42 U.S.C. 1396p(f)(1)(A)

- name: statutory_home_equity_limit
  kind: parameter
  dtype: Money
  unit: USD
  period: Year
  source: 42 U.S.C. 1396p(f)(1)(A)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: amount
          source:
            corpus_citation_path: us/statute/42/1396p/f
            excerpt: exceeds $500,000
  versions:
    - effective_from: '2011-01-01'
      formula: '500000'

maximum_state_substituted_home_equity_limit

Parameter

source: 42 U.S.C. 1396p(f)(1)(B)

- name: maximum_state_substituted_home_equity_limit
  kind: parameter
  dtype: Money
  unit: USD
  period: Year
  source: 42 U.S.C. 1396p(f)(1)(B)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: amount
          source:
            corpus_citation_path: us/statute/42/1396p/f
            excerpt: does not exceed $750,000
  versions:
    - effective_from: '2011-01-01'
      formula: '750000'

home_equity_limit_rounding_multiple

Parameter

source: 42 U.S.C. 1396p(f)(1)(C)

- name: home_equity_limit_rounding_multiple
  kind: parameter
  dtype: Money
  unit: USD
  period: Year
  source: 42 U.S.C. 1396p(f)(1)(C)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: amount
          source:
            corpus_citation_path: us/statute/42/1396p/f
            excerpt: rounded to the nearest $1,000
  versions:
    - effective_from: '2011-01-01'
      formula: '1000'

adjusted_statutory_home_equity_limit

Derived

source: 42 U.S.C. 1396p(f)(1)(C)

- name: adjusted_statutory_home_equity_limit
  kind: derived
  entity: Person
  dtype: Money
  unit: USD
  period: Year
  source: 42 U.S.C. 1396p(f)(1)(C)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us/statute/42/1396p/f
            excerpt: >-
              increased, beginning with 2011, from year to year based on the percentage increase in
              the consumer price index
        - path: versions[0].formula
          kind: amount
          source:
            corpus_citation_path: us/statute/42/1396p/f
            excerpt: rounded to the nearest $1,000
  versions:
    - effective_from: '2011-01-01'
      formula: >-
        floor(((statutory_home_equity_limit * (1 +
        cumulative_cpi_u_increase_rate_since_statutory_base_year)) /
        home_equity_limit_rounding_multiple) + 0.5) * home_equity_limit_rounding_multiple

adjusted_maximum_state_substituted_home_equity_limit

Derived

source: 42 U.S.C. 1396p(f)(1)(C)

- name: adjusted_maximum_state_substituted_home_equity_limit
  kind: derived
  entity: Person
  dtype: Money
  unit: USD
  period: Year
  source: 42 U.S.C. 1396p(f)(1)(C)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us/statute/42/1396p/f
            excerpt: The dollar amounts specified in this paragraph shall be increased
        - path: versions[0].formula
          kind: amount
          source:
            corpus_citation_path: us/statute/42/1396p/f
            excerpt: rounded to the nearest $1,000
  versions:
    - effective_from: '2011-01-01'
      formula: >-
        floor(((maximum_state_substituted_home_equity_limit * (1 +
        cumulative_cpi_u_increase_rate_since_statutory_base_year)) /
        home_equity_limit_rounding_multiple) + 0.5) * home_equity_limit_rounding_multiple

applicable_home_equity_limit

Derived

source: 42 U.S.C. 1396p(f)(1)(A)-(C)

- name: applicable_home_equity_limit
  kind: derived
  entity: Person
  dtype: Money
  unit: USD
  period: Year
  source: 42 U.S.C. 1396p(f)(1)(A)-(C)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us/statute/42/1396p/f
            excerpt: >-
              A State may elect ... by substituting for "$500,000", an amount that exceeds such
              amount, but does not exceed $750,000
  versions:
    - effective_from: '2011-01-01'
      formula: >-
        if state_elects_higher_home_equity_limit:
        min(max(state_substituted_home_equity_limit_amount, adjusted_statutory_home_equity_limit),
        adjusted_maximum_state_substituted_home_equity_limit) else:
        adjusted_statutory_home_equity_limit

paragraph_1_home_equity_bar_waived_for_hardship

Derived

source: 42 U.S.C. 1396p(f)(4)

- name: paragraph_1_home_equity_bar_waived_for_hardship
  kind: derived
  entity: Person
  dtype: Judgment
  period: Month
  source: 42 U.S.C. 1396p(f)(4)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: exception
          source:
            corpus_citation_path: us/statute/42/1396p/f
            excerpt: paragraph (1) is waived in the case of a demonstrated hardship
  versions:
    - effective_from: '2011-01-01'
      formula: demonstrated_hardship_waiver_granted

paragraph_1_home_equity_bar_exception_applies

Derived

source: 42 U.S.C. 1396p(f)(2)

- name: paragraph_1_home_equity_bar_exception_applies
  kind: derived
  entity: Person
  dtype: Judgment
  period: Month
  source: 42 U.S.C. 1396p(f)(2)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: exception
          source:
            corpus_citation_path: us/statute/42/1396p/f
            excerpt: >-
              Paragraph (1) shall not apply ... if ... spouse ... or ... child ... is lawfully
              residing in the individual's home
  versions:
    - effective_from: '2011-01-01'
      formula: |-
        spouse_lawfully_resides_in_individual_home
        or child_under_age_21_lawfully_resides_in_individual_home
        or child_blind_lawfully_resides_in_individual_home
        or child_permanently_and_totally_disabled_lawfully_resides_in_individual_home
        or child_disabled_as_defined_in_section_1382c_lawfully_resides_in_individual_home

is_medicaid_long_term_care_home_equity_eligible

Derived

source: 42 U.S.C. 1396p(f)(1)-(4)

- name: is_medicaid_long_term_care_home_equity_eligible
  kind: derived
  entity: Person
  dtype: Judgment
  period: Month
  source: 42 U.S.C. 1396p(f)(1)-(4)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: predicate
          source:
            corpus_citation_path: us/statute/42/1396p/f
            excerpt: >-
              the individual shall not be eligible ... if the individual's equity interest ...
              exceeds $500,000
        - path: versions[0].formula
          kind: exception
          source:
            corpus_citation_path: us/statute/42/1396p/f
            excerpt: Paragraph (1) shall not apply
        - path: versions[0].formula
          kind: exception
          source:
            corpus_citation_path: us/statute/42/1396p/f
            excerpt: paragraph (1) is waived in the case of a demonstrated hardship
  versions:
    - effective_from: '2011-01-01'
      formula: |-
        individual_home_equity_interest <= applicable_home_equity_limit
        or paragraph_1_home_equity_bar_exception_applies
        or paragraph_1_home_equity_bar_waived_for_hardship

▸citations (1)

References

This rule cites 1 other rule.

42 USC § 1382cinferredUS Federal › Statutes › Title 42 › § 1382c