Romanelli v. Dept. of Social Services

226 Conn. App. 131
CourtConnecticut Appellate Court
DecidedJune 11, 2024
DocketAC45560
StatusPublished
Cited by1 cases

This text of 226 Conn. App. 131 (Romanelli v. Dept. of Social Services) is published on Counsel Stack Legal Research, covering Connecticut Appellate Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Romanelli v. Dept. of Social Services, 226 Conn. App. 131 (Colo. Ct. App. 2024).

Opinion

************************************************ The “officially released” date that appears near the beginning of an opinion is the date the opinion will be published in the Connecticut Law Journal or the date it is released as a slip opinion. The operative date for the beginning of all time periods for the filing of postopin- ion motions and petitions for certification is the “offi- cially released” date appearing in the opinion. All opinions are subject to modification and technical correction prior to official publication in the Connecti- cut Law Journal and subsequently in the Connecticut Reports or Connecticut Appellate Reports. In the event of discrepancies between the advance release version of an opinion and the version appearing in the Connecti- cut Law Journal and subsequently in the Connecticut Reports or Connecticut Appellate Reports, the latest version is to be considered authoritative. The syllabus and procedural history accompanying an opinion that appear in the Connecticut Law Jour- nal and subsequently in the Connecticut Reports or Connecticut Appellate Reports are copyrighted by the Secretary of the State, State of Connecticut, and may not be reproduced or distributed without the express written permission of the Commission on Official Legal Publications, Judicial Branch, State of Connecticut. ************************************************ Page 0 CONNECTICUT LAW JOURNAL 0, 0

2 ,0 0 Conn. App. 1 Romanelli v. Dept. of Social Services

ANTOINETTA ROMANELLI, EXECUTOR (ESTATE OF ANTONIO ROMANELLI) v. DEPARTMENT OF SOCIAL SERVICES (AC 45560) Moll, Cradle and Bear, Js.

Syllabus

The plaintiff, the executor of the estate of R, appealed to this court from the judgment of the trial court dismissing the plaintiff’s appeal from the decision of the defendant, the Department of Social Services, denying R’s application for long-term Medicaid benefits. R and the plaintiff estab- lished a trust for which they were both the grantors and the beneficiaries. Pursuant to the terms of the trust, R and the plaintiff retained the right to withdraw the trust property, which included certain real property in Old Lyme, and to revoke the agreement so long as they were not incapacitated. R was later admitted to a long-term care facility and applied for long-term care Medicaid benefits. The defendant sent a written request to R’s authorized representative, indicating that the defendant had determined that the Old Lyme property was owned by the trust and asking for verification of ownership in the event that its determination was incorrect. R’s representative did not provide any information in response to the request, either disputing the ownership of the Old Lyme property or arguing that it should not be included in the determination of R’s Medicaid eligibility. R died, and, a few months later, the defendant denied R’s application for Medicaid benefits because the value of his assets exceeded the program’s eligibility limit. M, the plaintiff’s attorney, filed an administrative appeal from the denial of the application, claiming that the defendant improperly had included the trust assets in its calculation of R’s eligibility because R was incapable of revoking the trust to access its assets. At the administrative hearing, M testified and submitted an affidavit, the substance of which was that R was not competent to revoke the trust. The defendant’s hearing officer concluded that M’s affidavit was not sufficient evidence to make a determination regarding R’s mental capacity and, accordingly, that the defendant properly denied R’s application because, in light of the value of the Old Lyme property alone, R’s assets exceeded the limit for Medicaid eligibility. The plaintiff filed an administrative appeal in the Superior Court, which dismissed the appeal. Held: 1. The trial court appropriately determined that the defendant’s hearing officer did not act unreasonably, arbitrarily, illegally, or in abuse of her discretion in determining that the Old Lyme property was an available asset for purposes of calculating R’s Medicaid eligibility and that decision was supported by substantial evidence: the plaintiff’s argument that the 0, 0 CONNECTICUT LAW JOURNAL Page 1

0 Conn. App. 1 ,0 3 Romanelli v. Dept. of Social Services Old Lyme property was not ‘‘actually available’’ pursuant to the applica- ble statute (§ 17b-261 (c)) for purposes of calculating Medicaid eligibility because R was not legally capable of revoking the trust was not persua- sive, as the hearing officer determined that M’s affidavit and testimony were not sufficient to establish incapacity, the plaintiff did not provide any other evidence to support R’s alleged mental incapacity, such as medical evidence or third-party testimony or statements, and this court could not retry the case or substitute its own judgment for that of the hearing officer with respect to the weight of the evidence. 2. The defendant did not violate due process by failing to provide, in its written request for verification of ownership of the Old Lyme property, notice that the revocability of the trust was at issue in determining R’s eligibility for Medicaid benefits: contrary to the plaintiff’s assertion, the defendant’s request for information did not qualify under the applicable federal regulation (42 C.F.R. § 435.917 (a)) as a decision affecting R’s Medicaid eligibility because, according to the clear language of the request, the application remained pending and the defendant was requesting additional information in order to make a decision regarding R’s eligibility; moreover, any argument that the defendant was required to request information from the plaintiff regarding R’s mental capacity failed because the burden of establishing eligibility was on R; further- more, the defendant provided notice of its decision to deny Medicaid benefits once that decision had been made; additionally, at M’s request, the plaintiff received a full hearing on the issue of R’s incompetency following the denial of the application even though that issue had not been asserted previously.

Argued November 7, 2023—officially released June 11, 2024

Procedural History

Appeal from the decision of the defendant denying an application for long-term care Medicaid benefits filed by the plaintiff’s decedent, brought to the Superior Court in the judicial district of New Britain and tried to the court, Cordani, J.; judgment dismissing the appeal, from which the plaintiff appealed to this court. Affirmed.

Santa Mendoza, for the appellant (plaintiff). Tanya Feliciano DeMattia, assistant attorney gen- eral, with whom, on the brief, was William Tong, attor- ney general, for the appellee (defendant). Page 2 CONNECTICUT LAW JOURNAL 0, 0

4 ,0 0 Conn. App. 1 Romanelli v. Dept. of Social Services

Opinion

BEAR, J. The plaintiff, Antoinetta Romanelli, execu- tor of the estate of her husband, Antonio Romanelli (applicant), appeals from the judgment of the Superior Court dismissing her appeal from the decision of the defendant, the Department of Social Services, denying long-term care Medicaid benefits to the applicant. The plaintiff claims that (1) certain real property, which was contained in a trust and which the defendant used in its calculations to determine that the applicant was over the asset limit for Medicaid eligibility, was not actually available to the applicant due to his alleged incapacity to revoke the trust and therefore should not have been used to calculate his Medicaid eligibility and (2) the defendant violated due process by failing to provide notice to the applicant and/or his personal representa- tive that the revocability of the trust was at issue in calculating the applicant’s Medicaid eligibility.

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Bluebook (online)
226 Conn. App. 131, Counsel Stack Legal Research, https://law.counselstack.com/opinion/romanelli-v-dept-of-social-services-connappct-2024.