EXPLANATION-Matter enclosed in bold-faced brackets [thus] in this bill is not enacted and is intended to be omitted in the law. FIRST REGULAR SESSION SENATE BILL NO. 613 102ND GENERAL ASSEMBLY INTRODUCED BY SENATOR ARTHUR. 2132S.03I KRISTINA MARTIN, Secretary AN ACT To repeal sections 475.010 and 475.084, RSMo, and to enact in lieu thereof three new sections relating to guardianships. Be it enacted by the General Assembly of the State of Missouri, as follows: Section A. Sections 475.010 and 475.084, RSMo, are 1 repealed and three new sections enacted in lieu thereof, to be 2 known as sections 473.777, 475.010, and 475.084, to read as 3 follows:4 473.777. 1. There is hereby created in the state 1 treasury the "Missouri Public Administrator Fund", which 2 shall consist of moneys appropriated and gifts, 3 contributions, devises, bequests, and grants received 4 relating to the purposes p rovided in this section, shall be 5 credited to the fund. The state treasurer shall be 6 custodian of the fund. In accordance with sections 30.170 7 and 30.180, the state treasurer may approve disbursements. 8 The fund shall be a dedicated fund and, upon ap propriation, 9 money in the fund shall be used solely for the purposes set 10 forth in this section. 11 2. Notwithstanding the provisions of 33.080 to the 12 contrary, any moneys remaining in the fund at the end of the 13 biennium shall not revert to the credi t of the general 14 revenue fund. 15 3. The state treasurer shall invest moneys in the fund 16 in the same manner as other funds are invested. Any 17 SB 613 2 interest and moneys earned on such investments shall be 18 credited to the fund. 19 4. Moneys in the fund s hall be available for the 20 following purposes: 21 (1) Any purchase of computer software or computer 22 hardware to improve the efficiency of the management of the 23 letters of public administrators of this state and to 24 improve the security of sensitive in formation relating to 25 the letters and office of public administrators of this 26 state; 27 (2) Any travel expenses incurred by a public 28 administrator holding letters of guardianship or letters of 29 conservatorship for in -person or home visits to the ward s or 30 protectees of the public administrator; and 31 (3) Any programs, seminars, or activities relating to 32 training or instruction in guardianships, conservatorships, 33 or the operations of the public administrator's office. 34 475.010. When used in this chapter, unless otherwise 1 apparent from the context, the following terms mean: 2 (1) "Adult", a person who has reached the age of 3 eighteen years; 4 (2) "Claims", liabilities of the protectee arising in 5 contract, in tort or oth erwise, before or after the 6 appointment of a conservator, and liabilities of the estate 7 which arise at or after the adjudication of disability or 8 after the appointment of a conservator of the estate, 9 including expenses of the adjudication and of 10 administration. The term does not include demands or 11 disputes regarding title of the protectee to specific assets 12 alleged to be included in the estate; 13 (3) "Conservator", one appointed by a court to have 14 the care and custody of the estate of a minor o r a disabled 15 SB 613 3 person. A "limited conservator" is one whose duties or 16 powers are limited. The term "conservator", as used in this 17 chapter, includes limited conservator unless otherwise 18 specified or apparent from the context; 19 (4) "Conservator ad litem", one appointed by the court 20 in which particular litigation is pending regarding the 21 management of financial resources on behalf of a minor, a 22 disabled person, or an unborn person in that particular 23 proceeding or as otherwise specified in this cha pter; 24 (5) "Custodial parent", the parent of a minor who has 25 been awarded sole or joint physical custody of such minor, 26 or the parent of an incapacitated person who has been 27 appointed as guardian of such person, by an order or 28 judgment of a court of this state or of another state or 29 territory of the United States, or if there is no such order 30 or judgment, the parent with whom the minor or incapacitated 31 person primarily resides; 32 (6) "Disabled" or "disabled person", one who is: 33 (a) Unable by reason of any physical, mental, or 34 cognitive condition to receive and evaluate information or 35 to communicate decisions to such an extent that the person 36 lacks ability to manage the person's financial resources; or 37 (b) The term disabled or d isabled person, as used in 38 this chapter includes the terms partially disabled or 39 partially disabled person unless otherwise specified or 40 apparent from the context; 41 (7) "Eligible person" or "qualified person", a natural 42 person, social service agen cy, corporation or national or 43 state banking organization qualified to act as guardian of 44 the person or conservator of the estate pursuant to the 45 provisions of section 475.055; 46 SB 613 4 (8) "Guardian", one appointed by a court to have the 47 care and custody of the person of a minor or of an 48 incapacitated person. A "limited guardian" is one whose 49 duties or powers are limited. A "standby guardian" is one 50 approved by the court to temporarily assume the duties of 51 guardian of a minor or of an incapacitated person under 52 section 475.046. The term guardian, as used in this 53 chapter, includes limited guardian and standby guardian 54 unless otherwise specified or apparent from the context; 55 (9) "Guardian ad litem", one appointed by a court, in 56 which particular litigation is pending on behalf of a minor, 57 an incapacitated person, a disabled person, or an unborn 58 person in that particular proceeding or as otherwise 59 specified in this code; 60 (10) "Habilitation", a process of treatment, training, 61 care, or specialized attention that seeks to enhance and 62 maximize the ability of a person with an intellectual 63 disability or a developmental disability to cope with the 64 environment and to live as determined by the person as much 65 as possible, as is appropriate f or the person considering 66 his or her physical and mental condition and financial means; 67 (11) "Incapacitated person", one who is unable by 68 reason of any physical, mental, or cognitive condition to 69 receive and evaluate information or to communicate decisions 70 to such an extent that the person, even with appropriate 71 services and assistive technology, lacks capacity to manage 72 the person's essential requirements for food, clothing, 73 shelter, safety or other care such that serious physical 74 injury, illness, or disease is likely to occur. The term 75 incapacitated person as used in this chapter includes the 76 term partially incapacitated person unless otherwise 77 specified or apparent from the context; 78 SB 613 5 (12) "Interested persons", spouses, children, par ents, 79 adult members of a ward's or protectee's family, creditors 80 or any others having a property right or claim against the 81 estate of a protectee being administered, trustees of a 82 trust of which the ward or protectee is a beneficiary, 83 agents of a durable power of attorney for a ward or 84 protectee, [and] children of a protectee who may have a 85 property right or claim against or an interest in the estate 86 of a protectee, and any person concerned about the health 87 and welfare of a ward or protectee . This meaning may vary 88 at different stages and different parts of a proceeding and 89 shall be determined according to the particular purpose and 90 matter involved; 91 (13) "Least restrictive alternative", with respect to 92 the guardianship order and the exerci se of power by the 93 guardian, a course of action or an alternative that allows 94 the incapacitated person to live, learn, and work with 95 minimum restrictions on the person, as are appropriate for 96 the person considering his or her physical and mental 97 condition and financial means. Least restrictive 98 alternative also means choosing the decision or approach 99 that: 100 (a) Places the least possible restriction on the 101 person's personal liberty and exercise of rights and that 102 promotes the greatest possible inclusion of the person into 103 his or her community, as is appropriate for the person 104 considering his or her physical and mental condition and 105 financial means; and 106 (b) Is consistent with meeting the person's essential 107 requirements for health, safet y, habilitation, treatment, 108 and recovery and protecting the person from abuse, neglect, 109 and financial exploitation; 110 SB 613 6 (14) "Manage financial resources", either those 111 actions necessary to obtain, administer, and dispose of real 112 and personal property , intangible property, business 113 property, benefits, income or any assets, or those actions 114 necessary to prevent waste, loss or dissipation of property, 115 or those actions necessary to provide for the care and 116 support of such person or anyone legally depe ndent upon such 117 person by a person of ordinary skills and intelligence 118 commensurate with his or her training and education; 119 (15) "Minor", any person who is under the age of 120 eighteen years; 121 (16) "Parent", the biological or adoptive mother or 122 father of a child whose parental rights have not been 123 terminated under chapter 211, including: 124 (a) A person registered as the father of the child by 125 reason of an unrevoked notice of intent to claim paternity 126 under section 192.016; 127 (b) A person who has acknowledged paternity of the 128 child and has not rescinded that acknowledgment under 129 section 193.215; and 130 (c) A person presumed to be the natural father of the 131 child under section 210.822; 132 (17) "Partially disabled person", one who is unable by 133 reason of any physical, mental, or cognitive condition to 134 receive and evaluate information or to communicate decisions 135 to such an extent that such person lacks capacity to manage, 136 in part, his or her financial resources; 137 (18) "Partially incapacitated person", one who is 138 unable by reason of any physical, mental, or cognitive 139 condition to receive and evaluate information or to 140 communicate decisions to the extent that such person lacks 141 capacity to meet, in part, essential requiremen ts for food, 142 SB 613 7 clothing, shelter, safety, or other care without court - 143 ordered assistance; 144 (19) "Protectee", a person for whose estate a 145 conservator or limited conservator has been appointed or 146 with respect to whose estate a transaction has been 147 authorized by the court under section 475.092 without 148 appointment of a conservator or limited conservator; 149 (20) "Seriously ill", a significant likelihood that a 150 person will become incapacitated or die within twelve months; 151 (21) "Social service agency", a charitable 152 organization organized and incorporated as a not -for-profit 153 corporation under the laws of this state and which qualifies 154 as an exempt organization within the meaning of Section 155 501(c)(3), or any successor provision thereto of the federal 156 Internal Revenue Code; 157 (22) "Standby guardian", one who is authorized to have 158 the temporary care and custody of the person of a minor or 159 of an incapacitated person under the provisions of section 160 475.046; 161 (23) "Treatment", the preve ntion, amelioration or cure 162 of a person's physical and mental illnesses or incapacities; 163 (24) "Ward", a minor or an incapacitated person for 164 whom a guardian, limited guardian, or standby guardian has 165 been appointed. 166 475.084. [If a guardian has been appointed for a minor 1 under the provisions of subdivision (2) of subsection 4 of 2 section 475.030, then a parent of the minor may petition the 3 court for periods of visitation. The court may order 4 visitation if visitation is in the best interest of the 5 child.] 1. Unless otherwise limited by a court order, a 6 ward or protectee is entitled to unimpeded, private, and 7 SB 613 8 uncensored communication and visitation with persons of the 8 ward's or protectee's choice. 9 2. If a guardian or conservator believes that certain 10 communication or visitation causes substantial harm to the 11 ward's health, safety, or well -being or to the protectee's 12 estate, the guardian or conservator may move the court to 13 order limitations or restrictions on such communication or 14 visitation to the extent necessary to protect the ward or 15 the estate of the protectee from substantial harm. 16 3. Upon good cause shown by the guardian or 17 conservator in a motion pursuant to subsection 2 of this 18 section, the court shall consider and may order limitations 19 and restrictions in the following sequence: 20 (1) Placing reasonable time, manner, or place 21 restrictions on the communication or visitation between the 22 person and the ward or protectee based on the ward's wis hes 23 or the history between the person and the ward or protectee; 24 (2) Requiring that communication or visitation between 25 the person and the ward or protectee be supervised; or 26 (3) Denying communication or visitation between the 27 person and the ward or protectee, except that supervised 28 communication or visitation shall be ordered pursuant to 29 subdivision (2) of this subsection prior to the denial of 30 any communication or visitation unless the person poses a 31 threat to the ward. 32 4. Good cause shown by the guardian or conservator 33 shall include: 34 (1) Whether any protective orders have been issued to 35 protect the ward or protectee from the person seeking access 36 to the ward or protectee; 37 SB 613 9 (2) Whether abuse, neglect, or financial exp loitation 38 of the ward or protectee by the person seeking access to the 39 ward or protectee has occurred or is likely to occur; 40 (3) Documented wishes of the ward or protectee to 41 reject communication or visitation with the person seeking 42 access to the ward or protectee; 43 (4) If the ward or protectee is unable to communicate, 44 whether a properly executed living will, durable power of 45 attorney, or advance directive contains a preference by the 46 ward or protectee with regard to communication or vis itation 47 of the person seeking access to the ward or protectee; or 48 (5) Any other factor deemed relevant by the court. 49 5. If a ward or protectee, guardian or conservator, or 50 any interested person reasonably believes that any provision 51 of subsection 1 of this section or an order issued pursuant 52 to subsection 3 of this section has been violated, the ward 53 or protectee, the guardian or conservator, or the interested 54 person may move the court to: 55 (1) Require the guardian or conservator to g rant the 56 restricted person access to the ward or protectee; 57 (2) Restrict, or further restrict, a person's access 58 to the ward or protectee; 59 (3) Modify the guardian's or conservator's duties; or 60 (4) Discharge and replace the guardian or c onservator 61 pursuant to section 475.097. 62 6. The court shall hold a hearing on a motion filed 63 pursuant to subsections 2 or 5 of this section within thirty 64 days after the motion is filed or within ten days if the 65 health of the ward or protectee is i n significant decline or 66 if the death of the ward or protectee is imminent. 67 7. The court may award court costs and reasonable 68 attorney's fees to the prevailing party of a motion filed 69 SB 613 10 pursuant to subsections 2 or 5 of this section, but no award 70 of costs or fees shall be funded by the estate of the ward 71 or protectee. 72 8. A guardian or conservator shall promptly notify 73 interested persons, including persons designated by the ward 74 or protectee to be notified, upon knowledge of the following 75 events: 76 (1) A change of residence of the ward or protectee; 77 (2) The ward staying at a location other than his or 78 her primary residence for more than seven consecutive days; 79 (3) The ward is admitted to or is discharged from a 80 facility licensed pursuant to chapter 198; 81 (4) The ward is admitted to a hospital, as that term 82 is defined in section 197.020, for acute care or for 83 emergency care in response to a life -threatening injury or 84 medical condition; and 85 (5) The death of the ward or protectee and any funeral 86 or burial arrangements to the extent that such notification 87 does not interfere with the rights of next -of-kin to direct 88 the disposition of the body of the ward or protectee upon 89 death under section 194.119. 90 A guardian or conservator is not required to provide notice 91 if the interested person informs the guardian or conservator 92 that the person does not wish to receive such notice or the 93 ward or a court order has expressly prohibited the guardian 94 or conservator from providing notice to the interested 95 person. 96 9. Any notification pursuant to subdivision (5) of 97 subsection 8 of this section shall be made in person or by 98 telephone. 99 SB 613 11 10. As used in this section, the terms "communication" 100 and "visitation" include s receiving visitors, telephone 101 calls, and personal mail. 102