Washington 2023-2024 Regular Session Status: Passed Senate 3 D cosponsors

SB 5318 — Limiting estate recovery.

Last action — Senate Rules "X" file.

  1. ✓
    Introduced
  2. ✓
    In Committee
  3. 3
    Passed Senate
  4. 4
    Passed House
  5. 5
    To Executive
  6. 6
    Enacted

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This bill is no longer active — its legislative session has ended, so there are no live odds of enactment.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 removed

Plain-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.

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S-0687.1 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.
S-0567.1 SENATE BILL 5318 State of Washington 68th Legislature 2023 Regular Session By Senators Nobles, Kuderer, Nguyen, and C.
Wilson) READ FIRST TIME 02/03/23.
Wilson Read first time 01/12/23.
Referred to Committee on Human Services.
and amending RCW 41.05A.090, 43.20B.080, and 70.129.040.
and amending RCW 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.
Show all 62 changed rows (22 more)
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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.
(3) In the case of an individual who was fifty-five years of age or older when the individual received medical assistance, the 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.
3 SSB 5318 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.
Recovery from the p.
Recovery from the individual's estate, including foreclosure of liens imposed under this section, shall be undertaken as soon as practicable, consistent with 42 U.S.C.
1 SB 5318 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.
(b) The value of the joint tenancy interest subject to the lien shall be 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.
4 SSB 5318 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 department may not enforce the lien provided by this subsection against a bona fide purchaser or encumbrancer that obtains p.
(c) The department 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.
2 SB 5318 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) 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.
p.
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.
(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 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 funds from these accounts with the adult family home's funds or with the funds of any person other than another resident.
The adult family home may not commingle resident p.
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.
(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 extent provided by law, in writing of the name, address, and location of the new depository.
7 SSB 5318 extent provided by law, in writing of the name, address, and location of the new depository.
(9) Because it 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 p.
(9) Because it 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.
5 SB 5318 RCW, to constitute an unfair or deceptive act or practice or an unfair method of competition in the conduct of trade or commerce.
8 SSB 5318
6 SB 5318
View plain text versions (2)

Action History

  1. Senate Rules "X" file.

  2. By resolution, reintroduced and retained in present status.

  3. By resolution, returned to Senate Rules Committee for third reading.

  4. Referred to Rules 2 Review.

  5. Minority; without recommendation.

  6. Minority; do not pass.

  7. APP - Majority; do pass.

  8. Executive action taken in the House Committee on Appropriations at 9:00 AM.

  9. Public hearing in the House Committee on Appropriations at 9:00 AM.

  10. Referred to Appropriations.

  11. Minority; without recommendation.

  12. CRJ - Majority; do pass.

  13. Executive action taken in the House Committee on Civil Rights & Judiciary at 10:30 AM.

  14. Public hearing in the House Committee on Civil Rights & Judiciary at 8:00 AM.

  15. First reading, referred to Civil Rights & Judiciary.

  16. Third reading, passed; yeas, 28; nays, 21; absent, 0; excused, 0.

  17. Rules suspended. Placed on Third Reading.

  18. 1st substitute bill substituted (HS 23).

  19. Placed on second reading by Rules Committee.

  20. Passed to Rules Committee for second reading.

  21. Minority; without recommendation.

  22. WM - Majority; do pass 1st substitute bill proposed by Human Services.

  23. Executive action taken in the Senate Committee on Ways & Means at 9:00 AM.

  24. Public hearing in the Senate Committee on Ways & Means at 4:00 PM.

  25. Referred to Ways & Means.

  26. Minority; without recommendation.

  27. And refer to Ways & Means.

  28. HS - Majority; 1st substitute bill be substituted, do pass.

  29. Executive action taken in the Senate Committee on Human Services at 8:00 AM.

  30. Public hearing in the Senate Committee on Human Services at 8:00 AM.

  31. First reading, referred to Human Services.

Sponsors

Sponsorship breakdown

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1 sponsors · 3 co-sponsors · 147 not signed on · 17 voted No

Sponsors (1)

Co-sponsors (3)

Not signed on (147)

147 members have not signed on to this bill.

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"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.

Whip count is in markup. Polling the chamber and every recorded vote this session. Only the first open is slow. It’s instant for you after this. Calling the roll · Tallying · Engrossing

Votes

Passed 28 Yea · 21 Nay
Party YeaNayPresentNot Voting
Unaffiliated 6500
Republican 01600
Democrat 22000
Total 282100
% 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

Official roll call →

Subjects

Cross-referencing the record. Reading this bill against every other bill in the corpus by meaning, not keywords. Only the first open is slow. It’s instant for you after this. Matching · Ranking · Engrossing

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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