Bill Text: NY S09940 | 2023-2024 | General Assembly | Introduced


Bill Title: Relates to the establishment of a healthy birth grant demonstration program; excludes healthy birth grants from income for certain purposes.

Spectrum: Partisan Bill (Democrat 1-0)

Status: (Introduced) 2024-10-25 - REFERRED TO RULES [S09940 Detail]

Download: New_York-2023-S09940-Introduced.html



                STATE OF NEW YORK
        ________________________________________________________________________

                                          9940

                    IN SENATE

                                    October 25, 2024
                                       ___________

        Introduced by Sen. GOUNARDES -- read twice and ordered printed, and when
          printed to be committed to the Committee on Rules

        AN  ACT  to amend the social services law, in relation to establishing a
          healthy birth grant demonstration program; and  to  amend  the  social
          services  law, the tax law, the real property tax law, the administra-
          tive code of the city of New York, the domestic relations law and  the
          family court act, in relation to the exclusion of healthy birth grants
          from income for certain purposes

          The  People of the State of New York, represented in Senate and Assem-
        bly, do enact as follows:

     1    Section 1. The social services law is amended by adding a new  section
     2  367-z to read as follows:
     3    §  367-z.  Healthy birth grant demonstration program. 1. Healthy birth
     4  grant disbursement.  (a) The commissioner shall seek a waiver  from  the
     5  federal  department  of  health  and  human services pursuant to section
     6  eleven hundred fifteen of  the  federal  social  security  act,  or  any
     7  successor  provisions  thereof,  in order to establish the healthy birth
     8  grant program provided for in this section. On and after  the  effective
     9  date  of  this section, such program shall disburse a grant of one thou-
    10  sand eight hundred dollars per child to all households with new  parents
    11  receiving medical assistance under this title during the third trimester
    12  of  the  pregnancy of such child. In the event that multiple individuals
    13  in a household meet the definition of "new parent" as provided in  para-
    14  graph  (b)  of this subdivision, however, only one grant of one thousand
    15  eight hundred dollars shall be disbursed  for  such  household.  In  the
    16  event  that  a  pregnant individual is deemed presumptively eligible for
    17  medical assistance  under  subdivision  six  of  section  three  hundred
    18  sixty-four-i  of  this title and receives perinatal care after the third
    19  trimester, such pregnant individual shall receive such  birth  grant  at
    20  the  time that such individual is determined to be actually eligible for
    21  such assistance under section three hundred sixty-six of this title.
    22    (b) For the purposes of this section, "new  parents"  shall  mean  all
    23  legal  parents  or  guardians  who meet the eligibility requirements for
    24  medical assistance under section three hundred sixty-six of this  title,

         EXPLANATION--Matter in italics (underscored) is new; matter in brackets
                              [ ] is old law to be omitted.
                                                                   LBD16192-01-4

        S. 9940                             2

     1  whether  such  individual  is  the  biological parent of the child to be
     2  born, an adoptive parent under section one hundred nine of the  domestic
     3  relations  law,  an  intended parent under section 581-102 of the family
     4  court  act,  or an individual who has been awarded physical custody of a
     5  child under article five-a of the domestic relations law.
     6    2. Coordination with other benefits. (a) Notwithstanding any provision
     7  of law to the contrary, the healthy birth grant provided in this section
     8  shall not be considered income, assets or resources for the purposes  of
     9  determining eligibility for public benefits or assistance, or the amount
    10  or  extent  of  such  benefits  or  assistance, under any state or local
    11  program.
    12    (b) The commissioner may enter into cooperative agreements with  local
    13  social  services  districts  in order that such districts may administer
    14  the disbursement of the healthy birth grants provided in subdivision one
    15  of this section where deemed necessary and appropriate by  such  commis-
    16  sioner.  Such agreements shall be crafted with the goal of ensuring that
    17  recipients  of  a  healthy birth grant are made aware of and enrolled in
    18  all public benefits and assistance provided under this title or  another
    19  applicable  area  of state, federal or local law, code, rule, regulation
    20  or ordinance and to ensure a smooth coordination of benefits and assist-
    21  ance between such healthy  birth  grant  and  such  other  benefits  and
    22  assistance.
    23    (c)  If  a  waiver under section eleven hundred fifteen of the federal
    24  social security act is granted for the purposes  of  the  healthy  birth
    25  grant  demonstration  program  provided for in this section, the commis-
    26  sioner shall then seek agreements with all applicable  federal  agencies
    27  and/or  entities  to  ensure  that  such  grant  shall not be considered
    28  income, assets or resources for the purposes of determining  eligibility
    29  for public benefits or assistance, or the amount or extent of such bene-
    30  fits or assistance, under federal programs.
    31    3.  Impact  on income tax. Notwithstanding any provision of law to the
    32  contrary, no grant paid pursuant to this section  shall  be  subject  to
    33  state or local income tax.
    34    § 2. Subsection (c) of section 612 of the tax law is amended by adding
    35  a new paragraph 48 to read as follows:
    36    (48)  For  taxable  years  beginning on or after the effective date of
    37  this paragraph, healthy  birth  grants  disbursed  under  section  three
    38  hundred sixty-seven-z of the social services law.
    39    §  3.  Paragraph  (a)  of  subdivision  2 of section 366 of the social
    40  services law is amended by adding a new  subparagraph  7-a  to  read  as
    41  follows:
    42    (7-a)  healthy  birth  grants  established  by  section  three hundred
    43  sixty-seven-z of this title;
    44    § 4. Paragraph (a) of subdivision 8 of section  131-a  of  the  social
    45  services  law  is  amended by adding a new subparagraph (xiv) to read as
    46  follows:
    47    (xiv) any financial assistance received from a healthy birth grant  as
    48  provided in section three hundred sixty-seven-z of this article.
    49    §  5. Section 95 of the social services law is amended by adding a new
    50  subdivision 12 to read as follows:
    51    12. The value of a healthy birth grant provided  under  section  three
    52  hundred  sixty-seven-z  of  this chapter to an eligible individual shall
    53  not be considered by the office to be income or resources  for  purposes
    54  of eligibility for the SNAP benefits provided for under this section.
    55    §  6. Section 97 of the social services law is amended by adding a new
    56  subdivision 6 to read as follows:

        S. 9940                             3

     1    6. The amount of any healthy birth grant provided under section  three
     2  hundred sixty-seven-z of this chapter to an eligible household shall not
     3  be considered income or resources of such household, or any member ther-
     4  eof,  for  purposes  of  the  low-income  home energy assistance program
     5  provided  for  under this section. The department shall update its regu-
     6  lations regarding such program to  effectuate  the  provisions  of  this
     7  subdivision.
     8    §  7.  Subdivision  2  of  section  209  of the social services law is
     9  amended by adding a new paragraph (g) to read as follows:
    10    (g) A healthy birth grant received by an eligible person under section
    11  three hundred sixty-seven-z of this article shall not count towards  the
    12  standard  of  monthly need provided in this subdivision when determining
    13  eligibility for and the amount of additional state payments.
    14    § 8. Subparagraph (iv) of paragraph (a) of subdivision  3  of  section
    15  467  of  the real property tax law is amended by adding a new clause 3-a
    16  to read as follows:
    17    (3-a) any healthy birth grants disbursed under section  three  hundred
    18  sixty-seven-z of the social services law shall not be considered income;
    19    § 9. Clause 1 of subparagraph (v) of paragraph (a) of subdivision 3 of
    20  section 467 of the real property tax law, as added by chapter 276 of the
    21  laws of 2023, is amended to read as follows:
    22    (1)  Except  as  provided in clause two of this subparagraph, the term
    23  "income" as used in this section shall mean the "adjusted gross  income"
    24  for  federal  income tax purposes as reported on the applicant's federal
    25  or state income tax return for the income tax year immediately preceding
    26  the date  of  application,  subject  to  any  subsequent  amendments  or
    27  revisions,  minus  any  distributions, to the extent included in federal
    28  adjusted gross income, received from an  individual  retirement  account
    29  and an individual retirement annuity; provided that healthy birth grants
    30  disbursed  under  section  three  hundred  sixty-seven-z  of  the social
    31  services law shall not be considered income; and provided  further  that
    32  if  no  such  return was filed for such income tax year, the applicant's
    33  income shall be determined based on the amounts that would have so  been
    34  reported if such a return had been filed; and
    35    §  10. Paragraph c of subdivision 1 of section 467-b of the real prop-
    36  erty tax law is amended by adding a new subparagraph (iii)  to  read  as
    37  follows:
    38    (iii)  provided  further  that  a  healthy  birth grant received under
    39  section three hundred sixty-seven-z of the social services law shall not
    40  be considered income under this paragraph;
    41    § 11. Clause (vi) of subparagraph 1 of paragraph f of subdivision 1 of
    42  section 467-c of the real property tax law, as amended by chapter 276 of
    43  the laws of 2023, is amended and a new clause (vii) is added to read  as
    44  follows:
    45    (vi)  When  the eligible head of the household has retired on or after
    46  the commencement of the taxable period and prior to the date  of  making
    47  an application for a rent increase exemption order/tax abatement certif-
    48  icate  pursuant  to this section, such person's income shall be adjusted
    49  by excluding salary or earnings and projecting such person's  retirement
    50  income over the entire taxable period; [or] and
    51    (vii)  provided  further  that  a  healthy  birth grant received under
    52  section three hundred sixty-seven-z of the social services law shall not
    53  be considered income under this subparagraph; or
    54    § 12. Paragraph (a) of subdivision 5 of  section  459-c  of  the  real
    55  property tax law is amended by adding a new subparagraph (vi) to read as
    56  follows:

        S. 9940                             4

     1    (vi)  Under  no  circumstances,  however,  may a municipal corporation
     2  consider a healthy birth grant  provided  under  section  three  hundred
     3  sixty-seven-z  of  the social services law to be income for the purposes
     4  of this paragraph.
     5    §  13.  Subparagraph (ii) of paragraph (b) of subdivision 4 of section
     6  425 of the real property tax law, as amended by section 1 of part  B  of
     7  chapter 59 of the laws of 2018, is amended to read as follows:
     8    (ii)  The  term "income" as used herein shall mean the "adjusted gross
     9  income" for federal income tax purposes as reported on  the  applicant's
    10  federal  or  state income tax return for the applicable income tax year,
    11  subject to any subsequent amendments or revisions, reduced  by  distrib-
    12  utions,  to  the  extent  included  in  federal  adjusted  gross income,
    13  received from an individual retirement account and an individual retire-
    14  ment annuity; provided that if no such return was filed for the applica-
    15  ble income tax year, "income" shall mean the adjusted gross income  that
    16  would  have  been  so  reported  if  such a return had been filed. In no
    17  circumstance shall income include a healthy birth grant  provided  under
    18  section three hundred sixty-seven-z of the social services law. Provided
    19  further, that effective with exemption applications for final assessment
    20  rolls  to  be completed in two thousand nineteen, where an income-eligi-
    21  bility determination is wholly or partly based upon the income of one or
    22  more individuals who did not file a return for the applicable income tax
    23  year, then in order for the application to be considered complete,  each
    24  such  individual  must  file a statement with the department showing the
    25  source or sources of [his or her]  such  individual's  income  for  that
    26  income tax year, and the amount or amounts thereof, that would have been
    27  reported on such a return if one had been filed. Such statement shall be
    28  filed at such time, and in such form and manner, as may be prescribed by
    29  the  department,  and  shall be subject to the secrecy provisions of the
    30  tax law to the same extent that a personal income tax return  would  be.
    31  The  department shall make such forms and instructions available for the
    32  filing of such statements. The local assessor shall upon the request  of
    33  a  taxpayer assist such taxpayer in the filing of the statement with the
    34  department.
    35    § 14. Paragraph (a) of subdivision 3 of section 11-245.3 of the admin-
    36  istrative code of the city of New York, as amended by local  law  number
    37  140  of  the  city  of New York for the year 2017, is amended to read as
    38  follows:
    39    (a) if the income of the owner or the combined income of the owners of
    40  the property exceeds the sum of twenty-six  thousand  dollars  beginning
    41  July  first,  two  thousand six, twenty-seven thousand dollars beginning
    42  July first, two thousand seven, twenty-eight thousand dollars  beginning
    43  July  first,  two thousand eight, twenty-nine thousand dollars beginning
    44  July first, two thousand nine, and fifty thousand dollars beginning July
    45  first, two thousand  seventeen  for  the  income  tax  year  immediately
    46  preceding  the date of making application for exemption. Income tax year
    47  shall mean the twelve month period for which the owner or owners filed a
    48  federal personal income tax return, or if no such return is  filed,  the
    49  calendar  year. Where title is vested in either the husband or the wife,
    50  their combined income may not exceed such sum, except where the  husband
    51  or  wife,  or  ex-husband  or  ex-wife  is  absent  from the property as
    52  provided in subparagraph (ii) of paragraph (d) of this subdivision, then
    53  only the income of the spouse or  ex-spouse  residing  on  the  property
    54  shall  be  considered  and  may  not  exceed such sum. Such income shall
    55  include social security and retirement  benefits,  interest,  dividends,
    56  total  gain  from  the  sale or exchange of a capital asset which may be

        S. 9940                             5

     1  offset by a loss from the sale or exchange of a  capital  asset  in  the
     2  same  income  tax  year,  net rental income, salary or earnings, and net
     3  income from self-employment, but shall not include gifts,  inheritances,
     4  a  return  of  capital,  payments  made  to individuals because of their
     5  status as victims of Nazi persecution as defined in P.L. 103-286, monies
     6  earned through employment in the  federal  foster  grandparent  program,
     7  [and]  veterans  disability  compensation  as defined in title 38 of the
     8  United States Code, and healthy birth  grants  disbursed  under  section
     9  three  hundred  sixty-seven-z  of  the social services law, and any such
    10  income shall be offset by all medical  and  prescription  drug  expenses
    11  actually  paid  which  were  not reimbursed or paid for by insurance. In
    12  computing net rental income  and  net  income  from  self-employment  no
    13  depreciation  deduction  shall  be  allowed for the exhaustion, wear and
    14  tear of real or personal property held for the production of income;
    15    § 15. Paragraph (a) of subdivision 3 of section 11-245.4 of the admin-
    16  istrative code of the city of New York, as amended by local  law  number
    17  140  of  the  city  of New York for the year 2017, is amended to read as
    18  follows:
    19    (a) if the income of the owner or the combined income of the owners of
    20  the property for the income tax year immediately preceding the  date  of
    21  making  application for exemption exceeds the sum of twenty-six thousand
    22  dollars beginning July first, two thousand  six,  twenty-seven  thousand
    23  dollars  beginning July first, two thousand seven, twenty-eight thousand
    24  dollars beginning July first, two thousand eight,  twenty-nine  thousand
    25  dollars  beginning  July  first,  two  thousand nine, and fifty thousand
    26  dollars beginning July first, two thousand seventeen.  Income  tax  year
    27  shall mean the twelve month period for which the owner or owners filed a
    28  federal  personal  income tax return, or if no such return is filed, the
    29  calendar year. Where title is vested in either the husband or the  wife,
    30  their  combined income may not exceed such sum, except where the husband
    31  or wife, or ex-husband or ex-wife is absent from  the  property  due  to
    32  divorce,  legal  separation  or abandonment, then only the income of the
    33  spouse or ex-spouse residing on the property shall be considered and may
    34  not exceed such sum. Such  income  shall  include  social  security  and
    35  retirement  benefits,  interest,  dividends, total gain from the sale or
    36  exchange of a capital asset which may be offset by a loss from the  sale
    37  or  exchange  of a capital asset in the same income tax year, net rental
    38  income, salary or earnings, and net  income  from  self-employment,  but
    39  shall  not include a return of capital, gifts, inheritances [or], monies
    40  earned through employment in the federal foster grandparent program,  or
    41  healthy birth grants disbursed under section three hundred sixty-seven-z
    42  of  the  social services law, and any such income shall be offset by all
    43  medical and prescription drug expenses  actually  paid  which  were  not
    44  reimbursed  or paid for by insurance. In computing net rental income and
    45  net income from  self-employment  no  depreciation  deduction  shall  be
    46  allowed  for  the exhaustion, wear and tear of real or personal property
    47  held for the production of income;
    48    § 16. Subparagraph 4 of paragraph b of subdivision 5-a of  part  B  of
    49  section  236 of the domestic relations law, as amended by chapter 269 of
    50  the laws of 2015, is amended to read as follows
    51    (4) "Income" shall mean income as defined in the child support  stand-
    52  ards  act  and codified in section two hundred forty of this article and
    53  section four hundred thirteen of the family court act without  subtract-
    54  ing  alimony or maintenance actually paid or to be paid to a spouse that
    55  is a party to the instant action pursuant to  subclause  (C)  of  clause
    56  (vii)  of  subparagraph  five  of  paragraph (b) of subdivision one-b of

        S. 9940                             6

     1  section two hundred forty of this article and subclause  (C)  of  clause
     2  (vii)  of  subparagraph  five  of  paragraph  (b)  of subdivision one of
     3  section four hundred thirteen  of  the  family  court  act  and  without
     4  subtracting spousal support paid pursuant to section four hundred twelve
     5  of  such  act.  In  no  circumstance  shall income include healthy birth
     6  grants disbursed under section three hundred sixty-seven-z of the social
     7  services law, however.
     8    § 17. The opening paragraph of subparagraph  5  of  paragraph  (b)  of
     9  subdivision  1-b  of section 240 of the domestic relations law, as added
    10  by chapter 567 of the laws of 1989, is amended to read as follows:
    11    "Income" shall mean, but shall not be  limited  to,  the  sum  of  the
    12  amounts determined by the application of clauses (i), (ii), (iii), (iv),
    13  (v)  and  (vi)  of this subparagraph reduced by the amount determined by
    14  the application of clause (vii) of this subparagraph, provided  that  in
    15  no  instance  shall  a  healthy birth grant provided under section three
    16  hundred sixty-seven-z of the social services law be considered income:
    17    § 18. The opening paragraph of subparagraph  5  of  paragraph  (b)  of
    18  subdivision  1  of  section  413  of the family court act, as amended by
    19  chapter 567 of the laws of 1989, is amended to read as follows:
    20    "Income" shall mean, but shall not be  limited  to,  the  sum  of  the
    21  amounts determined by the application of clauses (i), (ii), (iii), (iv),
    22  (v)  and  (vi)  of this subparagraph reduced by the amount determined by
    23  the application of clause (vii) of this subparagraph, provided  that  in
    24  no  instance  shall  a  healthy birth grant provided under section three
    25  hundred sixty-seven-z of the social services law be considered income:
    26    § 19. Section 410-w of the social services law is amended by adding  a
    27  new subdivision 7-a to read as follows:
    28    7-a.  For  purposes  of  determining  financial eligibility under this
    29  title, a healthy  birth  grant  provided  under  section  three  hundred
    30  sixty-seven-z  of this chapter shall be disregarded when determining the
    31  eligibility of a household for a child care subsidy.
    32    § 20. This act shall take effect on  the  one  hundred  eightieth  day
    33  after the granting of a waiver from the federal department of health and
    34  human  services under section 1115 of the federal social security act or
    35  any successor provisions thereof; provided that the  state  commissioner
    36  of social services shall notify the legislative bill drafting commission
    37  upon  the  occurrence  of  the  granting of such a waiver by the federal
    38  department of health and human services provided for in section  one  of
    39  this act in order that the commission may maintain an accurate and time-
    40  ly  effective data base of the official text of the laws of the state of
    41  New in furtherance of effectuating the provisions of section 44  of  the
    42  legislative  law  and section 70-b of the public officers law. Effective
    43  immediately, the addition, amendment and/or repeal of any rule or  regu-
    44  lation  necessary  for  the  implementation of this act on its effective
    45  date are authorized to be made and completed on or before such effective
    46  date.
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