Washington State

House of Representatives

Office of Program Research

BILL

ANALYSIS

Finance Committee

HB 2756

This analysis was prepared by non-partisan legislative staff for the use of legislative members in their deliberations. This analysis is not a part of the legislation nor does it constitute a statement of legislative intent.

Brief Description: Allowing medicare supplement insurance premiums to be deducted from the calculation of disposable income for the purpose of qualifying for senior property tax programs.

Sponsors: Representatives Driscoll, Parker, Haler, Ormsby, Liias, Pettigrew, Kelley, Sullivan, Green, Moeller, Simpson, Darneille, Morrell, Pearson, Hurst, Chase and Santos.

Brief Summary of Bill

  • Deducts medicare supplement insurance premiums from the income calculation used for senior citizens and retired persons property tax relief programs.

Hearing Date: 2/9/10

Staff: Susan Howson (786-7142).

Background:

Some senior citizens and persons retired due to disability are entitled to property tax relief on their principal residences. To qualify a person must be age 61 in the year of application, or retired from employment because of a disability, or 100 percent disabled due to military service; must own his or her principal residence, and must have a disposable income of less than $35,000 a year. Persons meeting this criteria are entitled to partial property tax exemptions and a property valuation freeze. Disposable income is defined as the sum of federally-defined, adjusted gross income and the following, if not included: capital gains, deductions for loss, depreciation, pensions and annuities, military pay and benefits, veterans' benefits except attendant-care and medical-aid payments, veterans’ benefits awarded for service-connected disability, Social Security and federal railroad retirement benefits, dividends, and interest income.Some costs may be deducted from the disposable income total as follows: payments for the care of either spouse received in the home, a nursing home, boarding home or adult family home; payments for medicare insurance premiums, and payments for prescription drugs.

Summary of Bill:

Medicare supplement insurance premiums may be deducted from the combined disposable income total when computing the retired person property tax reduction.

Appropriation: None.

Fiscal Note: Preliminary fiscal note available.

Effective Date: The bill takes effect 90 days after adjournment of the session in which the bill is passed.