Researcher: JO Page 1 5/4/24 OLR Bill Analysis sSB 324 (File 525, as amended by Senate "A")* AN ACT CONCERNING PROBATE COURT OPERATIONS AND ADMINISTRATION. SUMMARY This bill makes changes in laws governing probate court operations and related matters. It prohibits using remote notarization to execute an agreement to divide a testate estate (i.e., an estate under a will). Existing law prohibits using remote notarization for agreements to divide an intestate estate (i.e., estates without a will) (§ 1). The bill extends to the U.S. Department of Veterans Affairs Connecticut Healthcare System the same requirements that apply under existing law to state agencies for paying probate court fees. Under this law, if a state agency files a probate court matter or is otherwise liable for probate fees or expenses, the court must accept the matter without the filing fee and bill the agency for later payment, with the bill due upon receipt (§ 2). The bill changes certain notice requirements for involuntary proceedings under the state’s Indian Child Welfare Act (ICWA), including setting different requirements for probate court and Superior Court cases and making minor changes to related provisions (for cases in either court) (§ 3). Lastly, the bill specifies the procedures to notify the non-petitioning spouse of an involuntary conservatorship petition if the spouse is out- of-state, cannot be located, or cannot be served in the state. It also requires notice to be sent by certified mail to specified other family members if the spouse’s location is unknown in certain cases involving elderly persons (§ 4). 2024SB-00324-R01-BA.DOCX Researcher: JO Page 2 5/4/24 *Senate Amendment “A” removes from the underlying bill provisions eliminating certain gender-specific references in a law on the termination of parental rights (TPR). EFFECTIVE DATE: October 1, 2024 § 3 — NOTICES UNDER INDIAN CHILD WELFARE ACT PA 23-113 generally codified into state law the federal ICWA, which governs jurisdiction over American Indian children’s removal from their families in custody, foster care, and adoption cases. The act gives exclusive jurisdiction to Indian tribes over certain proceedings involving Indian children and preferred jurisdiction in some others. Under current law, for involuntary proceedings in state court (either probate court or Superior Court), the party seeking the foster care placement of, or TPR to, an Indian child must notify the parent or Indian custodian and the child’s tribe about the pending proceedings and their right to intervene. The bill sets different notice requirements for probate court cases (specifically, those in which a party is seeking an adoption or TPR) and makes a few changes to the underlying requirements for cases in either court. Principally, the bill does the following: 1. specifically requires the probate court to notify the parent, and the notice to include the Indian custodian’s or tribe’s right to intervene, under existing notice procedures (outside of the ICWA) on TPR hearings (see BACKGROUND); 2. requires the probate court to notify the Indian custodian and tribe by registered or certified mail, return receipt requested; 3. for Superior Court cases, allows the notice (to the parent, custodian, or tribe) to be sent by certified mail, in addition to registered mail as under current law; 4. in probate court cases where the person’s and tribe’s identity or location cannot be determined, requires the probate court to send the required notices to certain officials; and 2024SB-00324-R01-BA.DOCX Researcher: JO Page 3 5/4/24 5. for both Superior and probate court, where the person’s and tribe’s identity or location cannot be determined, allows the notice (for children from federally recognized tribes) to be sent to the Bureau of Indian Affairs Regional Director instead of the U.S. Secretary of the Interior and makes a conforming change. § 4 — INVOLUNTARY CON SERVATORSHIP NOTICES By law, the probate court may appoint a conservator of the person or a conservator of the estate, or both, after finding that a person (“the respondent”) is incapable of (1) managing his or her affairs or (2) caring for himself or herself. If someone other than the respondent’s spouse files a petition to appoint an involuntary conservator, current law requires the spouse (in addition to the respondent) to receive personal (i.e., in-hand) service about the hearing. The bill specifies the required notice process if the spouse is out of state, if his or her address is unknown, or if personal service or service at the spouse’s usual residence cannot reasonably be done in the state. In these cases, the judge or court clerk must order the notice to be sent by registered or certified mail, return receipt requested, or by newspaper publication at least 10 days before the hearing. If the latter, the notice must be in a newspaper of general circulation in the area of the person’s last known address (in Connecticut or elsewhere), or in the place where the petition was filed if that address is unknown. For all involuntary conservatorship cases, the court must order notice to certain relatives of the respondent, as follows: the children; if none, the parents; if none, the siblings or their representatives; or if none, the next of kin. But existing law requires this notice to be sent by certified mail if the respondent is unmarried and the conservatorship application was brought by the Department of Social Services (DSS) commissioner for an elderly person who is being abused, neglected, exploited, or abandoned and lacks the capacity to consent to protective services. For these cases brought by DSS, the bill also requires the notices to relatives to be sent by certified mail if the respondent’s spouse cannot be located. BACKGROUND 2024SB-00324-R01-BA.DOCX Researcher: JO Page 4 5/4/24 Notice of TPR Hearings By law, at least 10 days before a hearing on a TPR petition, notice generally must be served on the (1) parents, and in some cases, other people, by personal service or service at the person’s usual residence (different requirements apply if the address is unknown or out of state) and (2) Department of Children and Families commissioner and attorney general by first class mail (CGS § 45a-716). COMMITTEE ACTION Judiciary Committee Joint Favorable Substitute Yea 25 Nay 11 (03/28/2024)