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| 2 | 2 | | SENATE DOCKET, NO. 1546 FILED ON: 1/16/2025 |
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| 3 | 3 | | SENATE . . . . . . . . . . . . . . No. 478 |
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| 4 | 4 | | The Commonwealth of Massachusetts |
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| 5 | 5 | | _________________ |
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| 6 | 6 | | PRESENTED BY: |
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| 7 | 7 | | Joan B. Lovely |
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| 8 | 8 | | _________________ |
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| 9 | 9 | | To the Honorable Senate and House of Representatives of the Commonwealth of Massachusetts in General |
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| 10 | 10 | | Court assembled: |
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| 11 | 11 | | The undersigned legislators and/or citizens respectfully petition for the adoption of the accompanying bill: |
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| 12 | 12 | | An Act relative to disclosing continuing care retirement community entrance fees. |
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| 13 | 13 | | _______________ |
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| 14 | 14 | | PETITION OF: |
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| 15 | 15 | | NAME:DISTRICT/ADDRESS :Joan B. LovelySecond EssexJason M. LewisFifth Middlesex1/28/2025Brendan P. CrightonThird Essex1/29/2025Natalie M. Higgins4th Worcester1/29/2025Joanne M. ComerfordHampshire, Franklin and Worcester1/29/2025Christine P. Barber34th Middlesex2/4/2025Lindsay N. Sabadosa1st Hampshire2/4/2025James B. EldridgeMiddlesex and Worcester2/8/2025Patricia D. JehlenSecond Middlesex2/19/2025John F. KeenanNorfolk and Plymouth2/21/2025Patrick M. O'ConnorFirst Plymouth and Norfolk2/21/2025Bruce E. TarrFirst Essex and Middlesex2/26/2025Danillo A. Sena37th Middlesex3/10/2025 1 of 2 |
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| 16 | 16 | | SENATE DOCKET, NO. 1546 FILED ON: 1/16/2025 |
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| 17 | 17 | | SENATE . . . . . . . . . . . . . . No. 478 |
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| 18 | 18 | | By Ms. Lovely, a petition (accompanied by bill, Senate, No. 478) of Joan B. Lovely, Jason M. |
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| 19 | 19 | | Lewis, Brendan P. Crighton, Natalie M. Higgins and other members of the General Court for |
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| 20 | 20 | | legislation relative to disclosing continuing care retirement community entrance fees. Elder |
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| 21 | 21 | | Affairs. |
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| 22 | 22 | | [SIMILAR MATTER FILED IN PREVIOUS SESSION |
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| 23 | 23 | | SEE SENATE, NO. 386 OF 2023-2024.] |
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| 24 | 24 | | The Commonwealth of Massachusetts |
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| 25 | 25 | | _______________ |
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| 26 | 26 | | In the One Hundred and Ninety-Fourth General Court |
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| 27 | 27 | | (2025-2026) |
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| 28 | 28 | | _______________ |
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| 29 | 29 | | An Act relative to disclosing continuing care retirement community entrance fees. |
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| 30 | 30 | | Be it enacted by the Senate and House of Representatives in General Court assembled, and by the authority |
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| 31 | 31 | | of the same, as follows: |
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| 32 | 32 | | 1 Section 76 of chapter 93 of the General Laws is hereby amended by adding, after |
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| 33 | 33 | | 2paragraph (c)(8), the following new paragraph:- |
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| 34 | 34 | | 3 (9) In addition to the requirements otherwise set forth herein, the provider shall give |
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| 35 | 35 | | 4every prospective resident a separate document captioned "Disclosure of Entrance Fee Refund" |
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| 36 | 36 | | 5that clearly states (a) the amount of the entrance fee to be refunded to the resident under the |
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| 37 | 37 | | 6provider's contract, pursuant to paragraph (4) hereof; and (b) the terms, conditions and |
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| 38 | 38 | | 7explanation of the process by which the provider shall make such refund to the resident when the |
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| 39 | 39 | | 8resident leaves the facility or dies. The resident shall sign this statement prior to paying the full 2 of 2 |
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| 40 | 40 | | 9entrance fee to the provider. This requirement shall not apply to any fee paid to get on a waiting |
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| 41 | 41 | | 10list for a continuing care retirement community. |
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