SB 5318 — Limiting estate recovery.
Last action — Senate Rules "X" file.
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✓Introduced
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✓In Committee
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3Passed Senate
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4Passed House
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5To Executive
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6Enacted
This bill died with 2023-2024 Regular Session. It reached “Passed Senate” and never advanced before the session ended, so it can no longer move — a new version would have to be reintroduced in the current session.
This bill is no longer active — its legislative session has ended, so there are no live odds of enactment. It would have to be reintroduced in the current session to move again.
Bill Text
What changed in the latest version
193 added · 280 removedPlain-language change summary
The latest version of SB 5318 changed the term "department" to "authority" when referring to the entity responsible for filing liens and recovering medical assistance payments. Additionally, there was a refinement regarding the types of services for which recovery can be sought, specifically clarifying which services are considered appropriate. These changes are important because they streamline the responsibilities of the authority while ensuring that only relevant services are targeted for recovery, which could impact both the administration of medical assistance and the individuals affected by these policies.
S-0687.1S-0567.1 SUBSTITUTE SENATE BILL 5318 State of Washington 68th Legislature 2023 Regular Session By Senate Human Services (originally sponsored by Senators Nobles, Kuderer, Nguyen, and C.
Wilson)Wilson READRead FIRSTfirst TIMEtime 02/03/23.01/12/23.
Referred to Committee on Human Services.
and amending RCW 41.05A.090,43.20B.080 43.20B.080, and 70.129.040.
RCW 41.05A.090 and 2011 1st sp.s.
c 15 s 96 are each amended to read as follows:
(1) The authority shall file liens, seek adjustment, or otherwise effect recovery for assistance correctly paid on behalf of an individual consistent with 42 U.S.C.
Sec.
1396p.
The authority shall adopt a rule providing for prior notice and hearing rights to the record title holder or purchaser under a land sale contract.
(2) Liens may be adjusted by foreclosure in accordance with chapter 61.12 RCW.
(3) In the case of an individual who was fifty-five years of age or older when the individual received assistance, the authority shall seek adjustment or recovery from the individual's estate, and from nonprobate assets of the individual as defined by RCW 11.02.005, but only for assistance consisting of services that the authority determines to be appropriate, and related hospital and prescription drug services.
Recovery from the individual's estate, including foreclosure of liens imposed under this section, must be undertaken as soon as practicable, consistent with 42 U.S.C.
Sec.
1396p.
p.
1 SSB 5318 (4) The authority shall apply the assistance estate recovery law as it existed on the date that benefits were received when calculating an estate's liability to reimburse the authority for those benefits.
(5)(a) The authority shall establish procedures consistent with standards established by the federal department of health and human services and pursuant to 42 U.S.C.
Sec.
1396p to waive recovery when such recovery would work an undue hardship.
The authority shall recognize an undue hardship for a surviving domestic partner whenever recovery would not have been permitted if he or she had been a surviving spouse.
The authority is not authorized to pursue recovery under such circumstances.
(b) Recovery of assistance from a recipient's estate may not include property made exempt from claims by federal law or treaty, including exemption for tribal artifacts that may be held by individual Native Americans.
(6) A lien authorized under this section relates back to attach to any real property that the decedent had an ownership interest in immediately before death and is effective as of that date or date of recording, whichever is earlier.
(7) The authority may enforce a lien authorized under this section against a decedent's life estate or joint tenancy interest in real property held by the decedent immediately prior to his or her death.
Such a lien enforced under this subsection may not end and must continue as provided in this subsection until the authority's lien has been satisfied.
(a) The value of the life estate subject to the lien is the value of the decedent's interest in the property subject to the life estate immediately prior to the decedent's death.
(b) The value of the joint tenancy interest subject to the lien is the value of the decedent's fractional interest the recipient would have owned in the jointly held interest in the property had the recipient and the surviving joint tenants held title to the property as tenants in common on the date of the recipient's death.
(c) The authority may not enforce the lien provided by this subsection against a bona fide purchaser or encumbrancer that obtains an interest in the property after the death of the recipient and before the authority records either its lien or the request for notice of transfer or encumbrance as provided by RCW 41.05A.280.
p.
2 SSB 5318 (d) The authority may not enforce a lien provided by this subsection against any property right that vested prior to July 1, 2005.
(8)(((a) Subject to the requirements of 42 U.S.C.
Sec.
1396p(a) and the conditions of this subsection (8), the authority is authorized to file a lien against the property of an individual prior to his or her death, and to seek adjustment and recovery from the individual's estate or sale of the property subject to the lien, if:
(i) The individual is an inpatient in a nursing facility, intermediate care facility for persons with intellectual disabilities, or other medical institution;
and (ii) The authority has determined after notice and opportunity for a hearing that the individual cannot reasonably be expected to be discharged from the medical institution and to return home.
(b) If the individual is discharged from the medical facility and returns home, the authority shall dissolve the lien.
(9))) The authority is authorized to adopt rules to effect recovery under this section.
The authority may adopt by rule later enactments of the federal laws referenced in this section.
(((10))) (9) It is the responsibility of the authority to fully disclose in advance verbally and in writing, in easy to understand language, the terms and conditions of estate recovery to all persons offered care subject to recovery of payments.
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(((11))) (10) In disclosing estate recovery costs to potential clients, and to family members at the consent of the client, the authority shall provide a written description of the community service options.
Sec.
2.
(3) In the case of an individual who was fifty-five years of age or older when the individual received medical assistance, the p.department shall seek adjustment or recovery from the individual's estate, and from nonprobate assets of the individual as defined by RCW 11.02.005, but only for medical assistance consisting of nursing facility services, home and community-based services, other services that the department determines to be appropriate, and related hospital and prescription drug services.
3Recovery SSB 5318 department shall seek adjustment or recovery from the individual'sp. estate, and from nonprobate assets of the individual as defined by RCW 11.02.005, but only for medical assistance consisting of nursing facility services, home and community-based services, other services that the department determines to be appropriate, and related hospital and prescription drug services.
Recovery1 fromSB the5318 individual's estate, including foreclosure of liens imposed under this section, shall be undertaken as soon as practicable, consistent with 42 U.S.C.
(b) The value of the joint tenancy interest subject to the lien shall be the value of the decedent's fractional interest the p.recipient would have owned in the jointly held interest in the property had the recipient and the surviving joint tenants held title to the property as tenants in common on the date of the recipient's death.
4(c) SSBThe 5318department recipientmay wouldnot haveenforce owned in the jointlylien heldprovided interestby inthis thesubsection propertyagainst hada thebona recipientfide andpurchaser theor survivingencumbrancer jointthat tenantsobtains heldp. title to the property as tenants in common on the date of the recipient's death.
(c)2 TheSB department5318 may not enforce the lien provided by this subsection against a bona fide purchaser or encumbrancer that obtains an interest in the property after the death of the recipient and before the department records either its lien or the request for notice of transfer or encumbrance as provided by RCW 43.20B.750.
3.2.
p.(1) The resident has the right to manage his or her financial affairs, and the facility may not require residents to deposit their personal funds with the facility.
5 SSB 5318 (1) The resident has the right to manage his or her financial affairs, and the facility may not require residents to deposit their personal funds with the facility.
(a)p. The facility must deposit a resident's personal funds in excess of one hundred dollars in an interest-bearing account or accounts that is separate from any of the facility's operating accounts, and that credits all interest earned on residents' funds to that account.
3 SB 5318 (a) The facility must deposit a resident's personal funds in excess of one hundred dollars in an interest-bearing account or accounts that is separate from any of the facility's operating accounts, and that credits all interest earned on residents' funds to that account.
(5) If any funds in excess of one hundred dollars are paid to an adult family home by the resident or resident representative, as a security deposit for performance of the resident's obligations, or as prepayment of charges beyond the first month's residency, the funds shall be deposited by the adult family home in an interest-bearing p.account that is separate from any of the home's operating accounts, and that credits all interest earned on the resident's funds to that account.
6 SSB 5318 account that is separate from any of the home's operating accounts, and that credits all interest earned on the resident's funds to that account.
The adult family home may not commingle resident fundsp. from these accounts with the adult family home's funds or with the funds of any person other than another resident.
4 SB 5318 funds from these accounts with the adult family home's funds or with the funds of any person other than another resident.
(8) If, during the stay of the resident, the status of the adult family home licensee or ownership is changed or transferred to another, any funds in the resident's accounts affected by the change or transfer shall simultaneously be deposited in an equivalent account or accounts by the successor or new licensee or owner, who shall promptly notify the resident or resident representative to the p.extent provided by law, in writing of the name, address, and location of the new depository.
7(9) SSBBecause 5318it extentis provideda matter of great public importance to protect residents who need long-term care from deceptive disclosures and unfair retention of deposits, fees, or prepaid charges by law,adult infamily writinghomes, a violation of thethis name,section address,or andRCW location70.129.150 shall be construed for purposes of the newconsumer depository.protection act, chapter 19.86 p.
(9)5 BecauseSB it5318 is a matter of great public importance to protect residents who need long-term care from deceptive disclosures and unfair retention of deposits, fees, or prepaid charges by adult family homes, a violation of this section or RCW 70.129.150 shall be construed for purposes of the consumer protection act, chapter 19.86 RCW, to constitute an unfair or deceptive act or practice or an unfair method of competition in the conduct of trade or commerce.
86 SSBSB 5318
Show all 62 changed rows (22 more)
View plain text versions (2)
- Bill View text Current pdf
- Substitute Substitute Bill pdf
Action History
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Senate Rules "X" file.
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By resolution, reintroduced and retained in present status.
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By resolution, returned to Senate Rules Committee for third reading.
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Referred to Rules 2 Review.
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Minority; without recommendation.
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Minority; do not pass.
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APP - Majority; do pass.
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Executive action taken in the House Committee on Appropriations at 9:00 AM.
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Public hearing in the House Committee on Appropriations at 9:00 AM.
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Referred to Appropriations.
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Minority; without recommendation.
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CRJ - Majority; do pass.
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Executive action taken in the House Committee on Civil Rights & Judiciary at 10:30 AM.
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Public hearing in the House Committee on Civil Rights & Judiciary at 8:00 AM.
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First reading, referred to Civil Rights & Judiciary.
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Third reading, passed; yeas, 28; nays, 21; absent, 0; excused, 0.
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Rules suspended. Placed on Third Reading.
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1st substitute bill substituted (HS 23).
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Placed on second reading by Rules Committee.
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Passed to Rules Committee for second reading.
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Minority; without recommendation.
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WM - Majority; do pass 1st substitute bill proposed by Human Services.
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Executive action taken in the Senate Committee on Ways & Means at 9:00 AM.
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Public hearing in the Senate Committee on Ways & Means at 4:00 PM.
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Referred to Ways & Means.
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Minority; without recommendation.
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And refer to Ways & Means.
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HS - Majority; 1st substitute bill be substituted, do pass.
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Executive action taken in the Senate Committee on Human Services at 8:00 AM.
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Public hearing in the Senate Committee on Human Services at 8:00 AM.
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First reading, referred to Human Services.
Sponsors
- Claire Wilson · Cosponsor
- Kuderer · Cosponsor
- T'wina Nobles · Primary
- Joe Nguyen · Cosponsor
Sponsorship breakdown
Export CSV (upgrade) →1 sponsors · 3 co-sponsors · 147 not signed on · 17 voted No
Sponsors (1)
- T'wina Nobles Democrat
Co-sponsors (3)
- Claire Wilson Democrat
- Kuderer
- Joe Nguyen Democrat
Not signed on (147)
147 members have not signed on to this bill.
Show all 147 →"Not signed on" means a member has not sponsored or co-sponsored this bill — it does not imply opposition. Members flagged Voted No have a recorded No vote on this bill.
Votes
| Party | Yea | Nay | Present | Not Voting |
|---|---|---|---|---|
| Unaffiliated | 6 | 5 | 0 | 0 |
| Republican | 0 | 16 | 0 | 0 |
| Democrat | 22 | 0 | 0 | 0 |
| Total | 28 | 21 | 0 | 0 |
| % of votes cast | 57% | 43% | 0% | 0% |
How each member voted (49)
| Member | Party | Vote |
|---|---|---|
| Billig | — | Yea |
| Hawkins | — | Nay |
| Keiser | — | Yea |
| Kuderer | — | Yea |
| Mullet | — | Nay |
| Padden | — | Nay |
| Randall | — | Yea |
| Rivers | — | Nay |
| Rolfes | — | Yea |
| Van De Wege | — | Yea |
| Wilson, L. | — | Nay |
| Annette Cleveland | Democrat | Yea |
| Bob Hasegawa | Democrat | Yea |
| Claire Wilson | Democrat | Yea |
| Claudia Kauffman | Democrat | Yea |
| Derek Stanford | Democrat | Yea |
| Jamie Pedersen | Democrat | Yea |
| Javier Valdez | Democrat | Yea |
| Jesse Salomon | Democrat | Yea |
| Joe Nguyen | Democrat | Yea |
| John Lovick | Democrat | Yea |
| June Robinson | Democrat | Yea |
| Lisa Wellman | Democrat | Yea |
| Liz Lovelett | Democrat | Yea |
| Manka Dhingra | Democrat | Yea |
| Marko Liias | Democrat | Yea |
| Noel Frame | Democrat | Yea |
| Rebecca Saldaña | Democrat | Yea |
| Sharon Shewmake | Democrat | Yea |
| Steve Conway | Democrat | Yea |
| T'wina Nobles | Democrat | Yea |
| Victoria Hunt | Democrat | Yea |
| Yasmin Trudeau | Democrat | Yea |
| Chris Gildon | Republican | Nay |
| Curtis King | Republican | Nay |
| Drew MacEwen | Republican | Nay |
| Jeff Holy | Republican | Nay |
| Jeff Wilson | Republican | Nay |
| Jim McCune | Republican | Nay |
| John Braun | Republican | Nay |
| Judy Warnick | Republican | Nay |
| Keith Wagoner | Republican | Nay |
| Mark Schoesler | Republican | Nay |
| Matt Boehnke | Republican | Nay |
| Nikki Torres | Republican | Nay |
| Perry Dozier | Republican | Nay |
| Phil Fortunato | Republican | Nay |
| Ron Muzzall | Republican | Nay |
| Shelly Short | Republican | Nay |
Subjects
Frequently asked questions
- Who sponsors SB 5318?
- SB 5318 is sponsored by Claire Wilson (Democrat), Kuderer, T'wina Nobles (Democrat), and Joe Nguyen (Democrat).
- What is the current status of SB 5318?
- This bill died with 2023-2024 Regular Session. It reached “Passed Senate” and never advanced before the session ended, so it can no longer move — a new version would have to be reintroduced in the current session.
- Where can I track SB 5318?
- Track SB 5318 free on One Click Politics — get push/email alerts when it moves.
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