Petition filed in the Essex Division of
the Probate and Family Court Department on May 24, 2018.
Questions of law were reported by Frances
M. Giordano, J., to the Appeals Court.
The Supreme Judicial Court transferred the case on its own initiative.
Meredith A. Fine for the petitioner.
Patricia Keane Martin for Massachusetts
Chapter of the National Academy of Elder Law Attorneys & others.
David R. Marks, Assistant Attorney
General, for Executive Office of Health and Human Services.
KAFKER, J.
At issue in the instant case is whether the Estate of Jacqueline Ann
Kendall is required to pay a claim for reimbursement from the Commonwealth's
MassHealth program when the estate proceeding was commenced more than three
years after Kendall died. We conclude
that G. L. c. 190B, § 3-108 (4), prohibits the filing of such claims
after three years and prohibits the personal representative from paying any
claims, and thus the claim here is time barred.
The Legislature provided MassHealth with various advantages over other
creditors, but it also created an ultimate time limit on the filing and payment
of creditor claims against estates in § 3-108, with no exception for
MassHealth.[2]
1.
Factual background. The facts of
this case are taken from the undisputed facts submitted by the parties. Kendall received MassHealth benefits when she
was age fifty-five or older in the amount of $104,738.23, and died intestate on
August 7, 2014. Upon her death, she had
a fifty percent interest in a house in Gloucester, a portion of which was
recoverable by MassHealth under G. L. c. 118E, § 31. On May 24, 2018, one of her heirs, the
petitioner, filed a petition for late and limited formal testacy and, as
required by G. L. c. 118E, § 32, notified MassHealth. MassHealth informed counsel for the
petitioner that it would be filing a notice of claim in the estate.
On June 15, 2018, MassHealth received a
letter from counsel for the petitioner stating that once the petitioner was
appointed as personal representative of the estate, she could not pay
MassHealth's claim pursuant to G. L. c. 190B, § 3‑108 (4). MassHealth then filed a notice of appearance
and objection and an affidavit of objections stating its rights to present a
claim under G. L. c. 118E, §§ 31 and 32, and G. L.
c. 190B, § 3-803 (f). The
petitioner filed a motion to strike the affidavit of objections, which
MassHealth opposed, and which the court denied.
MassHealth filed a petition for formal probate, requesting the
appointment of a personal representative of its choosing (a public
administrator) so that its claim could be paid, which the petitioner
opposed. In February 2019, the parties
cross-moved for summary judgment. In
April 2019, at the request of both parties, a Probate and Family Court judge
reserved and reported the case to the Appeals Court pursuant to Mass. R. Civ.
P. 64 (a), as amended, 423 Mass. 1403 (1996), along with the following
reported questions:
"1.
Whether the Estate of Jacqueline Ann Kendall is required to pay a
MassHealth claim more than three years after Ms. Kendall died, when [G. L.
c. 190B, § 3-108,] of the Uniform Probate Code prohibits the Personal
Representative from paying any claims.
"2.
Whether, where a decedent received Medicaid benefits under [G. L.
c. 118E], that chapter governs notice to be given to the division of medical
assistance and such division's claim for recovery under [G. L.
c. 118E, § 31], if the division so chooses, and the priority statute,
[G. L. c. 190B, § 3-805 (a) (6)], shall be construed to
authorize and permit MassHealth to file notices of claim in all estates,
including so-called 'late and limited' petitions under [G. L. c. 190B,
§ 3-108,] and authorize those claims to be paid by the personal
representative as a matter of law.
"3.
Whether [G. L. c. 190B, § 3-803 (f)], which provides
MassHealth the authority to assert claims in the estates of deceased persons
who received medical assistance while [fifty-five] years of age or older, or
who received inpatient services in a nursing facility or medical institution at
any age, in accordance with [G. L. c. 118E, § 32], is an exception to
the one year limitation on presentation of claims set forth in [G. L. c.
190B, § 3-803].
"4.
Whether, if [G. L. c. 190B, § 3-803 (f),] is not an
exception to the one year statute of limitations, MassHealth is entitled to
commence a formal testacy proceeding for the purpose of establishing an
instrument to direct or control the ownership of property passing or
distributable after the decedent's death, including the repayment of MassHealth
benefits correctly paid."
We subsequently
transferred the case to this court on our own motion.
2.
Statutory background. The
administration and distribution of a decedent's estate are governed by the
Massachusetts Uniform Probate Code (code), G. L. c. 190B. The code was enacted with the explicitly
stated purpose of "promot[ing] a speedy and efficient system for
liquidating the estate of the decedent and making distribution to the
decedent's successors." G. L.
c. 190B, § 1-102 (b) (3).
To that end, the code sets out deadlines for various actions in the
estate administration process.
Most importantly, the Legislature imposed
an "ultimate time limit" in § 3-108,[3] which provides:
"No informal
probate or appointment proceeding or formal testacy or appointment proceeding,
other than a proceeding to probate a will previously probated at the testator's
domicile and appointment proceedings relating to an estate in which there has
been a prior appointment, may be commenced more than [three] years after the
decedent's death . . . ."
There are certain
limited exceptions to this time bar on probate proceedings, including late and
limited probate proceedings, at issue in this case. The relevant exception (§ 3-108 [4])
states:
"[A]n
informal appointment or a formal testacy or appointment proceeding may be
commenced thereafter if no proceedings relative to the succession or estate
administration has occurred within the [three] year period after the decedent's
death, but the personal representative shall have no right to possess estate
assets as provided in [§] 3–709 beyond that necessary to confirm title
thereto in the successors to the estate and claims other than expenses of
administration shall not be presented against the estate."
Apart from this "ultimate time
limit" in § 3-108, the code also provides specific time limits for
creditor claims, set out in § 3-803 (a):
"Except as
provided in this chapter, a personal representative shall not be held to answer
to an action by a creditor of the deceased unless such action is commenced
within [one] year after the date of death of the deceased
. . . ."
Notably, creditors can petition to open an
estate in order to bring their claim.
See G. L. c. 190B, § 3-401 (any interested person can
petition for formal testacy); G. L. c. 190B, § 1-201 (24)
(defining "interested person" to include creditors and any others
with claims against estate). Therefore,
their ability to bring timely claims is not dependent upon heirs' or
successors' petitions.
MassHealth is a State program designed
"to provide basic health coverage to people who do not have sufficient
income or resources to provide for themselves." Cohen v. Commissioner of the Div. of Med.
Assistance, 423 Mass. 399, 403–404 (1996), cert. denied, 519 U.S. 1057 (1997),
quoting H.R. Rep. No. 265, 99th Cong., 1st Sess., pt. 1, at 72 (1985). Recipients are expected to deplete their
assets prior to receiving such benefits.
See Haley v. Commissioner of Pub. Welfare, 394 Mass. 466, 468–469
(1985). Federal Medicaid law also
mandates that MassHealth operate and maintain an estate recovery program, so
that in certain circumstances, MassHealth may recover money paid out as
benefits during a member's lifetime as a claim against the estate. 42 U.S.C. § 1396p. G. L. c. 118E, § 31. To this end, the Legislature has given
MassHealth various advantages over other creditors.
First, MassHealth is given priority status
over other creditors when a personal representative pays out estate
assets. G. L. c. 190B,
§ 3-805 (a) (6) (laying out order in which claims must be paid if
estate assets are insufficient to pay all claims in full).
Second, in certain circumstances
MassHealth is exempted from the general one-year limitation on creditor claims
laid out in § 3-803 (a). Section
3-803 (f) states:
"If a
deceased received medical assistance under [G. L. c. 118E] when such
deceased was [fifty-five] years of age or older or while an inpatient in a
nursing facility or other medical institution, [G. L. c. 118E, § 32,]
shall govern the notice to be given to the division of medical assistance and
such division's claim for recovery under [G. L. c. 118E, § 31,] if
the division so chooses."[4]
General Laws c. 118E, § 32, provides
MassHealth with multiple avenues of recovery, some of which are unavailable to
other creditors. Pursuant to § 32,
the division of medical assistance (division) may present claims against the
estate in two ways that other creditors cannot:
(1) within four months after the approval of the official bond of the
personal representative, thereby extending the one-year deadline; and (2) by
designating a public administrator[5] in circumstances where more than one year
has passed from the decedent's date of death, the division determines it may
have a claim against the estate, and a petition for administration of the
estate or for admission to probate the will has not yet been filed. G. L. c. 118E, § 32 (b),
(i). Section 32 also mandates that
MassHealth be directly notified whenever a petition for probate or administration
is filed, and that if the petitioner fails to notify MassHealth, "any
person receiving a distribution of assets from the decedent's estate shall be
liable to the division to the extent of such distribution." G. L. c. 118E, § 32 (a).
3.
Discussion. In the case before
us, the petitioner filed for late and limited testacy more than three years
after Kendall's death, pursuant to § 3-108 (4). The petitioner argues that § 3-108 (4)
limits the powers of the personal representative such that no claims against
the estate can be paid, and that MassHealth is subject to both the ultimate
three-year time bar on creditor claims in § 3-108 (4) and the one-year
creditor filing deadline in § 3-803 (a). MassHealth argues that the specific
provisions governing its ability to recover against estates exempt it from the
§ 3-803 (a) deadline and overcome the ultimate time limit in § 3-108,
and it should therefore be able to recover from Kendall's estate. In particular, MassHealth contends that it is
entitled to present and recover claims after the three-year period so long as
it files within four months after the personal representative has obtained a
bond. For the reasons stated infra, we
conclude that § 3-108 (4) bars claims made after three years and precludes
a personal representative from paying any creditor claims in late and limited
probate proceedings under G. L. c. 190B, § 3-108 (4). No exceptions have been included for
MassHealth. Where the Legislature
intended for differential treatment for MassHealth in the probate process, it
did so expressly.
"We ordinarily construe statutes to
be consistent with one another[, reading them as a harmonious whole] 'so that
effect is given to every provision in all of them.'" Green v. Wyman-Gordon Co., 422 Mass. 551, 554
(1996), quoting 2B Singer, Sutherland Statutory Construction § 51.02, at 122
(5th ed. 1992). The statutory scheme
devised by the Legislature established a relatively expeditious probate process
to be concluded within three years.
Section 3-108 expressly provides for a three-year "ultimate time
limit." This three-year ultimate
time limit functions essentially as a statute of repose, allowing only very
limited activity after the three years.
On more than one occasion, we have characterized statutes of repose as
having the effect of placing an "absolute time limit" on
liability. Stearns v. Metropolitan Life
Ins. Co., 481 Mass. 529, 535 (2019). See
Nett v. Bellucci, 437 Mass. 630, 635 (2002).
The language of an "ultimate time limit" is nearly identical
to this characterization, and evidences a legislative intent to create a
statute of repose that, in contrast to statutes of limitation, "completely
eliminates a cause of action," Stearns, supra at 533, quoting Klein v.
Catalano, 386 Mass. 701, 702 (1982), and "impose[s] a condition precedent
to the right of recovery," Department of Pub. Welfare v. Anderson, 377
Mass. 23, 35 (1979). No exception to
this three-year ultimate time limit for the filing of claims was included for
MassHealth.
When three years have passed from a
decedent's death,
"an informal
appointment or a formal testacy or appointment proceeding may be commenced
thereafter if no proceedings relative to the succession or estate
administration has occurred within the [three] year period after the decedent's
death, but the personal representative shall have no right to possess estate
assets . . . beyond that necessary to confirm title thereto in the successors
to the estate and claims other than expenses of administration shall not be presented
against the estate" (emphases added).
G. L.
c. 190B, § 3-108 (4). This
language is plain and clear. The double
use of "shall," limiting the personal representative's powers and
explicitly barring claims, reflects a strict rule against any possibility of
creditor recovery from an estate in late and limited testacy. See Commonwealth v. Cook, 426 Mass. 174, 181
(1997) ("shall" is mandatory term); Massachusetts Soc'y of Graduate
Physical Therapists, Inc. v. Board of Registration in Med., 330 Mass. 601, 603
(1953) ("shall" is "word of command"). Reading § 3-108 (4) as a strict
extinguishment of the personal representative's power to pay claims and a bar
against all creditor claims is consistent with the statute's plain language and
the Legislature's stated purpose of promoting "a speedy and efficient
system for liquidating the estate of the decedent and making distribution to
the decedent's successors."
G. L. c. 190B, § 1-102.
Section 3-108 makes no exception for
MassHealth. We have explicitly held that
MassHealth is not immune from probate time bars "unless a clear statement
to the contrary appears in a statutory provision on which the claimant bases
its claim." Anderson, 377 Mass. at
29. In Anderson, the Department of
Public Welfare initiated a claim against a decedent's estate to recoup the
costs of medical assistance provided during the end of her life. Id. at 23.
The statute at issue provided that "an executor or administrator
shall not be held to answer to an action by a creditor of the deceased which is
not commenced" within the statutorily mandated time frame. Id. at 27.
The court held that this statute barred MassHealth from recovery.
MassHealth argues nonetheless that it
should be able to recover a claim timely filed within four months of the
appointment of a personal representative in a late and limited testacy.[6] In
particular, MassHealth emphasizes that G. L. c. 118E, § 32 (b),
states that "the division may present claims against a decedent's estate .
. . within four months after approval of the official bond of the personal
representative."[7] MassHealth also emphasizes that differential treatment
of MassHealth in the various other provisions of the probate statutes supports
its contention that the Legislature also intended to carve out an exception for
MassHealth from the strict limitations in § 3-108 (4). We disagree.
The three-year ultimate time limit is a
critical provision ensuring the orderly settlement and liquidation of estates
in a relatively expeditious manner. We
conclude that if the Legislature intended to create an exception for MassHealth
to this ultimate time limit, it would have done so expressly in that particular
provision. We will not read in such an
important exception inferentially. Where
the Legislature advantaged MassHealth over other creditors, it did so carefully
and expressly. See G. L.
c. 190B, § 3-803 (f) (excepting MassHealth from one-year limitation
on creditor claims); G. L. c. 190B, § 3-805 (a) (6)
(designating MassHealth as priority creditor); G. L. c. 118E,
§ 32 (i) (empowering MassHealth to designate public administrator more
than one year after decedent's death); G. L. c. 118E, § 32 (b)
(empowering MassHealth to file claim within four months of appointment of personal
representative); G. L. c. 118E, § 32 (a) (directing that notice
of probates and administrations be given to MassHealth).
There is no exception for MassHealth in
§ 3-108 (4), the provision addressing late and limited probate
proceedings. This narrow provision
creates an exception to the ultimate time limit against opening new probate
proceedings, and it expressly bars creditor claims and prohibits the personal
representative from paying any such claims.
It allows the personal representative to possess estate assets only to
the extent needed to confirm title to the successors. The omission of an explicit exception to the
personal representative's limited powers in § 3-108 (4), therefore,
indicates that the Legislature chose not to exempt MassHealth from the bar on
creditor claims in late and limited probate proceedings. See Stearns, 481 Mass. at 536 (court's
conclusion not to read exception into statute of repose was "bolstered by
the fact that the Legislature [had] expressly provided for an exception in
another, similar statute of repose"); Fernandes v. Attleboro Hous. Auth.,
470 Mass. 117, 129 (2014) ("The omission of particular language from a
statute is deemed deliberate where the Legislature included such omitted
language in related or similar statutes").
Where the Legislature "has fashioned an ironclad rule, . . . we
will not read into it any exception that the Legislature did not see fit to put
there" (quotation and citation omitted).
Stearns, supra at 535.
We also have no difficulty reconciling our
holding with statutory provisions allowing advantageous consideration of
MassHealth over other creditors. Our
holding today does not render MassHealth's right to file a claim against an
estate's personal representative four months after the obtaining of a personal
representative's bond superfluous or remove other advantages that the
Legislature granted to MassHealth; MassHealth may still bring claims against
estates later than other creditors pursuant to the bond provision. MassHealth retains the unique ability to
present timely claims from one year after death through the date when the
"ultimate time limit" of § 3-108 is triggered. Indeed, MassHealth may present an otherwise
timely claim even after three years, provided that the petition for an
appointment of a personal representative was filed prior to the expiration of
the "ultimate time limit" of § 3-108. It may also seek the appointment of a public
administrator if the requirements of that provision are met. Our holding merely confirms that §
3-108 (4) applies to MassHealth, like all other creditors, providing
ultimate time limits and other restrictions ensuring a relatively expeditious
settlement of estates.
MassHealth argues that this reading of the
statute unfairly shifts the burden of obtaining notice of a recipient's death
onto MassHealth, where the Legislature put that burden on the estate in
G. L. c. 118E, § 32 (a).
Yet the Legislature expressly envisioned the possibility that in some
circumstances, MassHealth would not receive notice of a death and nonetheless
be capable of obtaining and acting on knowledge of the death. G. L. c. 118E, § 32 (i)
(MassHealth may designate public administrator where one year has passed from
death, petition for administration has not been filed and therefore MassHealth
has not received notice, and MassHealth determines it may have claim against
estate). In most cases, MassHealth will
not need to actively obtain knowledge of a death -- the drafters of the code,
adopted by the Legislature, noted that most estates are administered quickly,
and under § 32 (a) MassHealth receives notice of all administered
estates. See Uniform Probate Code
§ 3-803 comment, 8 U.L.A. (Part II) 272-273 (Master ed. 2013) (noting that
vast majority of estates are quickly applied to paying creditor claims).[8]
Lack of notice does not preclude
MassHealth from recovering from an estate.
In cases in which MassHealth does not receive notice of a death, it is
nonetheless positioned to ascertain that a death has occurred. With due diligence, MassHealth should be
aware of whose benefits have ceased and who has not responded to renewal
notices, and can cross-match this information with public death records or
inquire directly as to the recipient's status.
In fact, MassHealth already takes some active steps to ensure it
recovers from estates where it does not receive notice of a death.[9] When
MassHealth independently learns of a death, it can bring a claim against an
estate within the § 3-108 time limit even where no petition has yet been
filed for administration. See G. L.
c. 118E, § 32 (i) (MassHealth may designate public administrator);
G. L. c. 190B, § 3-401 (any interested person may petition for
formal testacy).
Finally, MassHealth warns that such a
reading of the statute will "incentivize heirs" to wait three years
to open probate, in order to avoid MassHealth's recovery. As discussed infra, the Legislature has
already acknowledged this concern and done a cost-benefit analysis, and we do
not question the statutes they chose to enact after assessing the risks. Wakefield Teachers Ass'n v. School Comm. of
Wakefield, 431 Mass. 792, 802 (2000) ("The Legislature clearly balanced
competing public policy considerations that we shall not second-guess").
The official comment to § 3-803 explicitly
acknowledges and considers the possibility of heirs waiting for the nonclaim
period to kick in and the costs and benefits of additional procedures:
"Successors
who are willing to delay receipt and enjoyment of inheritances may consider
waiting out the non-claim period running from death simply to avoid any public
record of an administration that might alert known and unknown creditors to
pursue their claims. The scenario was
deemed to be unlikely, however, for unpaid creditors of a decedent are
interested persons ([§ 1-201 (24)]) who are qualified to force the opening
of an estate for purposes of presenting and enforcing claims. Further, successors who delay opening an
administration will suffer from lack of proof of title to estate assets and
attendant inability to enjoy their inheritances. Finally, the odds that holders of important
claims against the decedent will need help in learning of the death and proper
place of administration is rather small.
Any benefit to such claimants of additional procedures designed to compel
administrations and to locate and warn claimants of an impending non-claim bar,
is quite likely to be heavily outweighed by the costs such procedures would
impose on all estates, the vast majority of which are routinely applied to
quick payment of the decedents' bills and distributed without any creditor
controversy."
Uniform Probate
Code § 3-803 comment, 8 U.L.A. (Part II) 272-273 (Master ed. 2013). The Legislature's risk assessment and
over-all cost-benefit analysis is entitled to respect. We also cannot conclude that the Legislature
was unaware of MassHealth's claims when it undertook such assessment and
analysis, as the Legislature has carefully considered MassHealth's claims in
the probate statutes. In sum, "[w]e
will not undo the Legislature's studied determination." Rudenauer v. Zafiropoulos, 445 Mass. 353, 359
(2005).
Our holding today is consistent with
Federal Medicaid law, which requires that States establish an estate recovery
system to recoup benefits paid to members during their lifetime, but provides
flexibility with regard to how States enact and run their estate recovery
programs, including respect for State probate laws. 42 U.S.C. § 1396p(b). Consistent with this requirement,
Massachusetts has created a robust estate recovery system to recoup Medicaid
benefits paid to members during their lifetime.
This system provides distinct advantages to MassHealth over other
creditors.
The three-year ultimate time limit for
estate recovery does not violate Federal law.
The Federal statute governing estate recovery explicitly defines
"estate" as "all real and personal property and other assets
included within the individual's estate, as defined for purposes of State
probate law," thereby giving effect
to State legislation surrounding what State programs can recover. 42 U.S.C. § 1396p(b)(4). A strict statute of repose on recovery
applicable to all claims, including MassHealth's, is a reasonable limitation
set out by State law governing estates, and is thus well within the
Commonwealth's discretion in establishing the mandated estate recovery
procedures. See e.g., Daley v. Secretary
of the Executive Office of Health & Human Servs., 477 Mass. 188, 204 n.15
(2017) (describing how Massachusetts has limited its right to recover probate
assets consistent with Medicaid law).
Nothing in the Federal law requires, as MassHealth claims, that
MassHealth go beyond the bounds of State law to recover the maximum possible
extent of its benefits. The advantages
given to MassHealth already protect its estate recovery program and ensure that
MassHealth recoups adequate funds. The
implementation of a strict statute of repose on all recovery still gives
MassHealth ample time to recover from decedents' estates, and in no way
violates Federal law.
4.
Conclusion. For the reasons
discussed above, we conclude that G. L. c. 190B, § 3-803 (f),
creates an exception for MassHealth to the general limitation on creditor
claims laid out in § 3-803 (a), but does not create an exception to the
ultimate time limit on the personal representative's power to pay claims and
creditors' ability to bring claims laid out in § 3-108. Consequently, MassHealth's claims are time
barred. Therefore, the petitioner's
motion for summary judgment must be granted.
We answer the reported questions as
follows:
1.
The Estate of Jacqueline Ann Kendall is not required to pay a MassHealth
claim filed against the estate more than three years after Kendall died where
G. L. c. 190B, § 3-108, prohibits the personal representative
from paying any claims.
2.
MassHealth is not authorized to file notices of claims in estates under
so-called "late and limited" petitions under G. L. c. 190B,
§ 3-108, nor is the personal representative authorized to pay such claims.[10]
3.
General Laws c. 190B, § 3-803 (f), is an exception to the
one-year limitation on presentation of claims set forth in § 3-803 (a).
4.
Because we hold that § 3-803 (f) is an exception to the one-year
statute of limitations, we need not answer the fourth question.
So ordered.
footnotes
[1] Justice Lenk participated in the
deliberation on this case prior to her retirement.
[2] We acknowledge the amicus brief of the
Massachusetts Chapter of the National Academy of Elder Law Attorneys, the Real
Estate Bar Association for Massachusetts, Inc., and The Abstract Club, in which
the Massachusetts Bar Association joined.
[3] The term "ultimate time
limit" is found in § 3-108's title.
It appears in the Uniform Probate Code, as well as in multiple other
States' laws. See Uniform Probate Code §
3-108, 8 U.L.A. (Part II) 40 (Master ed. 2013) (Probate, Testacy and
Appointment Proceedings; Ultimate Time Limit).
See also, e.g., Alaska Stat. § 13.16.040 (Probate, testacy, and
appointment proceedings; ultimate time limit); Ariz. Rev. Stat. § 14-3108
(Probate, testacy and appointment proceedings; ultimate time limit); Haw. Rev.
Stat. § 560:3-108 (Probate, testacy and appointment proceedings; ultimate
time limit); Me. Rev. Stat. Ann. tit. 18-C, § 3-108 (Probate, testacy and
appointment proceedings; ultimate time limit); Minn. Stat. § 524.3-108
(Probate, testacy and appointment proceedings; ultimate time limit); Neb. Rev.
Stat. § 30-2408 (Probate, testacy, and appointment proceedings; ultimate
time limit); N.M. Stat. Ann. § 45-3-108 (Probate, testacy and appointment
proceedings; ultimate time limit); S.C. Code Ann. § 62-3-108 (Probate,
testacy, and appointment proceedings; ultimate time limit); Utah Code Ann.
§ 75-3-107 (Probate and testacy proceedings -- Ultimate time limit --
Presumption and order of intestacy).
[4] The petitioner incorrectly contends
that this language does not exempt MassHealth from the general one-year filing
deadline in § 3-803 (a). The plain
language of § 3-803 and its cross-reference to G. L. c. 118E,
§ 32, provide an exception to subsection (a)'s one-year limitation on
creditor claims for MassHealth claims.
Notice to be given to MassHealth, and the claim for recovery, are both
governed by G. L. c. 118E, § 32, which allows for claims to be
filed later than one year. G. L.
c. 118E, § 32 (i) (explicitly allowing claims after one
year). See G. L. c. 118E,
§ 32 (b) (allowing claims within four months of approval of personal
representative). There is nothing to
contradict this clear language, particularly given subsection (a)'s explicit
allowance for exceptions within the chapter.
[5] A public administrator is a type of
personal representative who typically administers estates of persons who die
intestate with no known husband, widow, or heir. G. L. c. 194, § 4. See G. L. c. 190B, § 3-203.
[6] In the instant case, a petition has
been filed but the personal representative has not yet been appointed. MassHealth has indicated its intent to file a
claim once the appointment is made.
[7] MassHealth also argues, in the
alternative, that "an estate probated by a public administrator may direct
funds from an estate to pay a MassHealth claim regardless of the date of death
or appointment." Because we conclude
that § 3-108 (4) prohibits all personal representatives, including public
administrators, from paying claims three years after a decedent's death, this
argument fails.
[8] The Uniform Probate Code comment
documents discussions that transpired among the Reporters in the drafting of
the Uniform Probate Code. See Uniform
Probate Code § 3-803 comment, 8 U.L.A. (Part II) 272-273 (Master ed. 2013).
[9] MassHealth's brief states: "MassHealth's Estate Recovery Unit,
however, also conducts regular cross-matches of new petitions filed with the
probate courts in order to capture information about the administration of
estates where notice may not have been given MassHealth, despite the law's
requirements" (quotation, alteration, and citation omitted).
[10] The second reported question is
worded in such a way that it contains multiple questions, and is therefore
unclear. We do conclude that "where
a decedent received Medicaid benefits under [G. L. c. 118E], that
chapter governs notice to be given to the division of medical assistance and
such division's claim for recovery under [G. L. c. 118E, § 31],
if the division so chooses."