1 | 1 | | |
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2 | 2 | | EXPLANATION-Matter enclosed in bold-faced brackets [thus] in this bill is not enacted |
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3 | 3 | | and is intended to be omitted in the law. |
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4 | 4 | | SECOND REGULAR SESSION |
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5 | 5 | | SENATE BILL NO. 932 |
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6 | 6 | | 102ND GENERAL ASSEMBLY |
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7 | 7 | | INTRODUCED BY SENATOR ARTHUR. |
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8 | 8 | | 4130S.01I KRISTINA MARTIN, Secretary |
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9 | 9 | | AN ACT |
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10 | 10 | | To repeal sections 475.010 and 475.084, RSMo, and to enact in lieu thereof three new sections |
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11 | 11 | | relating to guardianships. |
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12 | 12 | | |
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13 | 13 | | Be it enacted by the General Assembly of the State of Missouri, as follows: |
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14 | 14 | | Section A. Sections 475.010 and 475.084, RSMo, are 1 |
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15 | 15 | | repealed and three new sections enacted in lieu thereof, to be 2 |
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16 | 16 | | known as sections 473.777, 475.010, and 475.084, to read as 3 |
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17 | 17 | | follows:4 |
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18 | 18 | | 473.777. 1. There is hereby created in the state 1 |
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19 | 19 | | treasury the "Missouri Public Administrator Fund", which 2 |
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20 | 20 | | shall consist of moneys appropriated and gifts, 3 |
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21 | 21 | | contributions, devises, bequests, and grants received 4 |
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22 | 22 | | relating to the purposes p rovided in this section, shall be 5 |
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23 | 23 | | credited to the fund. The state treasurer shall be 6 |
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24 | 24 | | custodian of the fund. In accordance with sections 30.170 7 |
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25 | 25 | | and 30.180, the state treasurer may approve disbursements. 8 |
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26 | 26 | | The fund shall be a dedicated fund and, upon ap propriation, 9 |
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27 | 27 | | money in the fund shall be used solely for the purposes set 10 |
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28 | 28 | | forth in this section. 11 |
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29 | 29 | | 2. Notwithstanding the provisions of section 33.080 to 12 |
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30 | 30 | | the contrary, any moneys remaining in the fund at the end of 13 |
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31 | 31 | | the biennium shall not revert to t he credit of the general 14 |
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32 | 32 | | revenue fund. 15 |
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33 | 33 | | 3. The state treasurer shall invest moneys in the fund 16 |
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34 | 34 | | in the same manner as other funds are invested. Any 17 SB 932 2 |
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35 | 35 | | interest and moneys earned on such investments shall be 18 |
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36 | 36 | | credited to the fund. 19 |
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37 | 37 | | 4. Moneys in the fund shall be available for the 20 |
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38 | 38 | | following purposes: 21 |
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39 | 39 | | (1) Any purchase of computer software or computer 22 |
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40 | 40 | | hardware to improve the efficiency of the management of the 23 |
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41 | 41 | | letters of public administrators of this state and to 24 |
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42 | 42 | | improve the security of sens itive information relating to 25 |
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43 | 43 | | the letters and office of public administrators of this 26 |
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44 | 44 | | state; 27 |
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45 | 45 | | (2) Any travel expenses incurred by a public 28 |
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46 | 46 | | administrator holding letters of guardianship or letters of 29 |
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47 | 47 | | conservatorship for in -person or home visits to the wards or 30 |
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48 | 48 | | protectees of the public administrator; and 31 |
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49 | 49 | | (3) Any programs, seminars, or activities relating to 32 |
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50 | 50 | | training or instruction in guardianships, conservatorships, 33 |
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51 | 51 | | or the operations of the public administrator's office. 34 |
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52 | 52 | | 475.010. When used in this chapter, unless otherwise 1 |
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53 | 53 | | apparent from the context, the following terms mean: 2 |
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54 | 54 | | (1) "Adult", a person who has reached the age of 3 |
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55 | 55 | | eighteen years; 4 |
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56 | 56 | | (2) "Claims", liabilities of the protectee arising in 5 |
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57 | 57 | | contract, in tort or otherwise, before or after the 6 |
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58 | 58 | | appointment of a conservator, and liabilities of the estate 7 |
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59 | 59 | | which arise at or after the adjudication of disability or 8 |
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60 | 60 | | after the appointment of a conservator of the estate, 9 |
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61 | 61 | | including expenses of the adjudication and o f 10 |
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62 | 62 | | administration. The term does not include demands or 11 |
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63 | 63 | | disputes regarding title of the protectee to specific assets 12 |
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64 | 64 | | alleged to be included in the estate; 13 |
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65 | 65 | | (3) "Conservator", one appointed by a court to have 14 |
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66 | 66 | | the care and custody of the estate of a minor or a disabled 15 SB 932 3 |
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67 | 67 | | person. A "limited conservator" is one whose duties or 16 |
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68 | 68 | | powers are limited. The term "conservator", as used in this 17 |
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69 | 69 | | chapter, includes limited conservator unless otherwise 18 |
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70 | 70 | | specified or apparent from the context; 19 |
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71 | 71 | | (4) "Conservator ad litem", one appointed by the court 20 |
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72 | 72 | | in which particular litigation is pending regarding the 21 |
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73 | 73 | | management of financial resources on behalf of a minor, a 22 |
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74 | 74 | | disabled person, or an unborn person in that particular 23 |
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75 | 75 | | proceeding or as otherwise specified in this chapter; 24 |
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76 | 76 | | (5) "Custodial parent", the parent of a minor who has 25 |
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77 | 77 | | been awarded sole or joint physical custody of such minor, 26 |
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78 | 78 | | or the parent of an incapacitated person who has been 27 |
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79 | 79 | | appointed as guardian of such person, by an order or 28 |
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80 | 80 | | judgment of a court of this state or of another state or 29 |
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81 | 81 | | territory of the United States, or if there is no such order 30 |
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82 | 82 | | or judgment, the parent with whom the minor or incapacitated 31 |
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83 | 83 | | person primarily resides; 32 |
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84 | 84 | | (6) "Disabled" or "disabled person", one who is: 33 |
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85 | 85 | | (a) Unable by reason of any physical, mental, or 34 |
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86 | 86 | | cognitive condition to receive and evaluate information or 35 |
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87 | 87 | | to communicate decisions to such an extent that the person 36 |
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88 | 88 | | lacks ability to manage the person's financial resources; or 37 |
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89 | 89 | | (b) The term disabled or disabled person, as used in 38 |
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90 | 90 | | this chapter includes the terms partially disabled or 39 |
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91 | 91 | | partially disabled person unless otherwise specified or 40 |
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92 | 92 | | apparent from the context; 41 |
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93 | 93 | | (7) "Eligible person" or "qualified person", a natural 42 |
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94 | 94 | | person, social service agency, corporation or national or 43 |
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95 | 95 | | state banking organization qualified to act as guardian of 44 |
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96 | 96 | | the person or conservator of the estate pursuant to the 45 |
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97 | 97 | | provisions of section 475.055; 46 SB 932 4 |
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98 | 98 | | (8) "Guardian", one appointed by a court to have the 47 |
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99 | 99 | | care and custody of the person of a minor or of an 48 |
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100 | 100 | | incapacitated person. A "limited guardian" is one whose 49 |
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101 | 101 | | duties or powers are limited. A "standby guardian" is one 50 |
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102 | 102 | | approved by the court to temporarily assume the duties of 51 |
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103 | 103 | | guardian of a minor or of an incapa citated person under 52 |
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104 | 104 | | section 475.046. The term guardian, as used in this 53 |
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105 | 105 | | chapter, includes limited guardian and standby guardian 54 |
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106 | 106 | | unless otherwise specified or apparent from the context; 55 |
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107 | 107 | | (9) "Guardian ad litem", one appointed by a court, in 56 |
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108 | 108 | | which particular litigation is pending on behalf of a minor, 57 |
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109 | 109 | | an incapacitated person, a disabled person, or an unborn 58 |
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110 | 110 | | person in that particular proceeding or as otherwise 59 |
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111 | 111 | | specified in this code; 60 |
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112 | 112 | | (10) "Habilitation", a process of treatment, training, 61 |
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113 | 113 | | care, or specialized attention that seeks to enhance and 62 |
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114 | 114 | | maximize the ability of a person with an intellectual 63 |
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115 | 115 | | disability or a developmental disability to cope with the 64 |
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116 | 116 | | environment and to live as determined by the person as much 65 |
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117 | 117 | | as possible, as is appro priate for the person considering 66 |
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118 | 118 | | his or her physical and mental condition and financial means; 67 |
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119 | 119 | | (11) "Incapacitated person", one who is unable by 68 |
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120 | 120 | | reason of any physical, mental, or cognitive condition to 69 |
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121 | 121 | | receive and evaluate information or to comm unicate decisions 70 |
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122 | 122 | | to such an extent that the person, even with appropriate 71 |
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123 | 123 | | services and assistive technology, lacks capacity to manage 72 |
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124 | 124 | | the person's essential requirements for food, clothing, 73 |
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125 | 125 | | shelter, safety or other care such that serious physical 74 |
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126 | 126 | | injury, illness, or disease is likely to occur. The term 75 |
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127 | 127 | | incapacitated person as used in this chapter includes the 76 |
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128 | 128 | | term partially incapacitated person unless otherwise 77 |
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129 | 129 | | specified or apparent from the context; 78 SB 932 5 |
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130 | 130 | | (12) "Interested persons", spouses, child ren, parents, 79 |
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131 | 131 | | adult members of a ward's or protectee's family, creditors 80 |
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132 | 132 | | or any others having a property right or claim against the 81 |
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133 | 133 | | estate of a protectee being administered, trustees of a 82 |
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134 | 134 | | trust of which the ward or protectee is a beneficiary, 83 |
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135 | 135 | | agents of a durable power of attorney for a ward or 84 |
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136 | 136 | | protectee, [and] children of a protectee who may have a 85 |
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137 | 137 | | property right or claim against or an interest in the estate 86 |
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138 | 138 | | of a protectee, and any person concerned about the health 87 |
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139 | 139 | | and welfare of a ward or protecte e. This meaning may vary 88 |
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140 | 140 | | at different stages and different parts of a proceeding and 89 |
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141 | 141 | | shall be determined according to the particular purpose and 90 |
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142 | 142 | | matter involved; 91 |
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143 | 143 | | (13) "Least restrictive alternative", with respect to 92 |
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144 | 144 | | the guardianship order and th e exercise of power by the 93 |
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145 | 145 | | guardian, a course of action or an alternative that allows 94 |
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146 | 146 | | the incapacitated person to live, learn, and work with 95 |
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147 | 147 | | minimum restrictions on the person, as are appropriate for 96 |
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148 | 148 | | the person considering his or her physical and menta l 97 |
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149 | 149 | | condition and financial means. Least restrictive 98 |
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150 | 150 | | alternative also means choosing the decision or approach 99 |
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151 | 151 | | that: 100 |
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152 | 152 | | (a) Places the least possible restriction on the 101 |
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153 | 153 | | person's personal liberty and exercise of rights and that 102 |
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154 | 154 | | promotes the greatest p ossible inclusion of the person into 103 |
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155 | 155 | | his or her community, as is appropriate for the person 104 |
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156 | 156 | | considering his or her physical and mental condition and 105 |
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157 | 157 | | financial means; and 106 |
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158 | 158 | | (b) Is consistent with meeting the person's essential 107 |
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159 | 159 | | requirements for healt h, safety, habilitation, treatment, 108 |
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160 | 160 | | and recovery and protecting the person from abuse, neglect, 109 |
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161 | 161 | | and financial exploitation; 110 SB 932 6 |
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162 | 162 | | (14) "Manage financial resources", either those 111 |
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163 | 163 | | actions necessary to obtain, administer, and dispose of real 112 |
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164 | 164 | | and personal property, intangible property, business 113 |
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165 | 165 | | property, benefits, income or any assets, or those actions 114 |
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166 | 166 | | necessary to prevent waste, loss or dissipation of property, 115 |
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167 | 167 | | or those actions necessary to provide for the care and 116 |
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168 | 168 | | support of such person or anyone lega lly dependent upon such 117 |
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169 | 169 | | person by a person of ordinary skills and intelligence 118 |
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170 | 170 | | commensurate with his or her training and education; 119 |
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171 | 171 | | (15) "Minor", any person who is under the age of 120 |
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172 | 172 | | eighteen years; 121 |
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173 | 173 | | (16) "Parent", the biological or adoptive mo ther or 122 |
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174 | 174 | | father of a child whose parental rights have not been 123 |
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175 | 175 | | terminated under chapter 211, including: 124 |
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176 | 176 | | (a) A person registered as the father of the child by 125 |
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177 | 177 | | reason of an unrevoked notice of intent to claim paternity 126 |
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178 | 178 | | under section 192.016; 127 |
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179 | 179 | | (b) A person who has acknowledged paternity of the 128 |
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180 | 180 | | child and has not rescinded that acknowledgment under 129 |
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181 | 181 | | section 193.215; and 130 |
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182 | 182 | | (c) A person presumed to be the natural father of the 131 |
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183 | 183 | | child under section 210.822; 132 |
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184 | 184 | | (17) "Partially disabled person", one who is unable by 133 |
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185 | 185 | | reason of any physical, mental, or cognitive condition to 134 |
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186 | 186 | | receive and evaluate information or to communicate decisions 135 |
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187 | 187 | | to such an extent that such person lacks capacity to manage, 136 |
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188 | 188 | | in part, his or her financial resources; 137 |
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189 | 189 | | (18) "Partially incapacitated person", one who is 138 |
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190 | 190 | | unable by reason of any physical, mental, or cognitive 139 |
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191 | 191 | | condition to receive and evaluate information or to 140 |
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192 | 192 | | communicate decisions to the extent that such person lacks 141 |
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193 | 193 | | capacity to meet, in part, essential re quirements for food, 142 SB 932 7 |
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194 | 194 | | clothing, shelter, safety, or other care without court - 143 |
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195 | 195 | | ordered assistance; 144 |
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196 | 196 | | (19) "Protectee", a person for whose estate a 145 |
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197 | 197 | | conservator or limited conservator has been appointed or 146 |
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198 | 198 | | with respect to whose estate a transaction has been 147 |
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199 | 199 | | authorized by the court under section 475.092 without 148 |
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200 | 200 | | appointment of a conservator or limited conservator; 149 |
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201 | 201 | | (20) "Seriously ill", a significant likelihood that a 150 |
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202 | 202 | | person will become incapacitated or die within twelve months; 151 |
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203 | 203 | | (21) "Social service agency", a charitable 152 |
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204 | 204 | | organization organized and incorporated as a not -for-profit 153 |
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205 | 205 | | corporation under the laws of this state and which qualifies 154 |
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206 | 206 | | as an exempt organization within the meaning of Section 155 |
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207 | 207 | | 501(c)(3), or any successor provision thereto of the federal 156 |
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208 | 208 | | Internal Revenue Code; 157 |
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209 | 209 | | (22) "Standby guardian", one who is authorized to have 158 |
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210 | 210 | | the temporary care and custody of the person of a minor or 159 |
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211 | 211 | | of an incapacitated person under the provisions of section 160 |
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212 | 212 | | 475.046; 161 |
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213 | 213 | | (23) "Treatment", the prevention, amelioration or cure 162 |
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214 | 214 | | of a person's physical and mental illnesses or incapacities; 163 |
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215 | 215 | | (24) "Ward", a minor or an incapacitated person for 164 |
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216 | 216 | | whom a guardian, limited guardian, or standby guardian has 165 |
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217 | 217 | | been appointed. 166 |
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218 | 218 | | 475.084. [If a guardian has been appointed for a minor 1 |
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219 | 219 | | under the provisions of subdivision (2) of subsection 4 of 2 |
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220 | 220 | | section 475.030, then a parent of the minor may petition the 3 |
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221 | 221 | | court for periods of visitation. The court may order 4 |
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222 | 222 | | visitation if visitation i s in the best interest of the 5 |
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223 | 223 | | child.] 1. Unless otherwise limited by a court order, a 6 |
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224 | 224 | | ward or protectee is entitled to unimpeded, private, and 7 SB 932 8 |
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225 | 225 | | uncensored communication and visitation with persons of the 8 |
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226 | 226 | | ward's or protectee's choice. 9 |
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227 | 227 | | 2. If a guardian or conservator believes that certain 10 |
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228 | 228 | | communication or visitation causes substantial harm to the 11 |
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229 | 229 | | ward's health, safety, or well -being or to the protectee's 12 |
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230 | 230 | | estate, the guardian or conservator may move the court to 13 |
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231 | 231 | | order limitations or restrictions on such communication or 14 |
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232 | 232 | | visitation to the extent necessary to protect the ward or 15 |
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233 | 233 | | the estate of the protectee from substantial harm. 16 |
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234 | 234 | | 3. Upon good cause shown by the guardian or 17 |
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235 | 235 | | conservator in a motion pursuant to subsection 2 of this 18 |
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236 | 236 | | section, the court shall consider and may order limitations 19 |
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237 | 237 | | and restrictions in the following sequence: 20 |
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238 | 238 | | (1) Placing reasonable time, manner, or place 21 |
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239 | 239 | | restrictions on the communication or visitation between the 22 |
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240 | 240 | | person and the ward or protectee based on the wa rd's wishes 23 |
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241 | 241 | | or the history between the person and the ward or protectee; 24 |
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242 | 242 | | (2) Requiring that communication or visitation between 25 |
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243 | 243 | | the person and the ward or protectee be supervised; or 26 |
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244 | 244 | | (3) Denying communication or visitation between the 27 |
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245 | 245 | | person and the ward or protectee, except that supervised 28 |
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246 | 246 | | communication or visitation shall be ordered pursuant to 29 |
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247 | 247 | | subdivision (2) of this subsection prior to the denial of 30 |
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248 | 248 | | any communication or visitation unless the person poses a 31 |
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249 | 249 | | threat to the ward. 32 |
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250 | 250 | | 4. Good cause shown by the guardian or conservator 33 |
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251 | 251 | | shall include: 34 |
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252 | 252 | | (1) Whether any protective orders have been issued to 35 |
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253 | 253 | | protect the ward or protectee from the person seeking access 36 |
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254 | 254 | | to the ward or protectee; 37 SB 932 9 |
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255 | 255 | | (2) Whether abuse, neglect, or finan cial exploitation 38 |
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256 | 256 | | of the ward or protectee by the person seeking access to the 39 |
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257 | 257 | | ward or protectee has occurred or is likely to occur; 40 |
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258 | 258 | | (3) Documented wishes of the ward or protectee to 41 |
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259 | 259 | | reject communication or visitation with the person seeking 42 |
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260 | 260 | | access to the ward or protectee; 43 |
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261 | 261 | | (4) If the ward or protectee is unable to communicate, 44 |
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262 | 262 | | whether a properly executed living will, durable power of 45 |
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263 | 263 | | attorney, or advance directive contains a preference by the 46 |
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264 | 264 | | ward or protectee with regard to communicatio n or visitation 47 |
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265 | 265 | | of the person seeking access to the ward or protectee; or 48 |
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266 | 266 | | (5) Any other factor deemed relevant by the court. 49 |
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267 | 267 | | 5. If a ward or protectee, guardian or conservator, or 50 |
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268 | 268 | | any interested person reasonably believes that any provision 51 |
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269 | 269 | | of subsection 1 of this section or an order issued pursuant 52 |
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270 | 270 | | to subsection 3 of this section has been violated, the ward 53 |
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271 | 271 | | or protectee, the guardian or conservator, or the interested 54 |
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272 | 272 | | person may move the court to: 55 |
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273 | 273 | | (1) Require the guardian or conserva tor to grant the 56 |
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274 | 274 | | restricted person access to the ward or protectee; 57 |
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275 | 275 | | (2) Restrict, or further restrict, a person's access 58 |
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276 | 276 | | to the ward or protectee; 59 |
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277 | 277 | | (3) Modify the guardian's or conservator's duties; or 60 |
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278 | 278 | | (4) Discharge and replace the guard ian or conservator 61 |
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279 | 279 | | pursuant to section 475.097. 62 |
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280 | 280 | | 6. The court shall hold a hearing on a motion filed 63 |
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281 | 281 | | pursuant to subsections 2 or 5 of this section within thirty 64 |
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282 | 282 | | days after the motion is filed or within ten days if the 65 |
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283 | 283 | | health of the ward or protec tee is in significant decline or 66 |
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284 | 284 | | if the death of the ward or protectee is imminent. 67 |
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285 | 285 | | 7. The court may award court costs and reasonable 68 |
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286 | 286 | | attorney's fees to the prevailing party of a motion filed 69 SB 932 10 |
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287 | 287 | | pursuant to subsections 2 or 5 of this section, but no award 70 |
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288 | 288 | | of costs or fees shall be funded by the estate of the ward 71 |
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289 | 289 | | or protectee. 72 |
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290 | 290 | | 8. A guardian or conservator shall promptly notify 73 |
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291 | 291 | | interested persons, including persons designated by the ward 74 |
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292 | 292 | | or protectee to be notified, upon knowledge of the foll owing 75 |
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293 | 293 | | events: 76 |
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294 | 294 | | (1) A change of residence of the ward or protectee; 77 |
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295 | 295 | | (2) The ward staying at a location other than his or 78 |
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296 | 296 | | her primary residence for more than seven consecutive days; 79 |
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297 | 297 | | (3) The ward is admitted to or is discharged from a 80 |
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298 | 298 | | facility licensed pursuant to chapter 198; 81 |
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299 | 299 | | (4) The ward is admitted to a hospital, as that term 82 |
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300 | 300 | | is defined in section 197.020, for acute care or for 83 |
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301 | 301 | | emergency care in response to a life -threatening injury or 84 |
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302 | 302 | | medical condition; and 85 |
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303 | 303 | | (5) The death of the ward or protectee and any funeral 86 |
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304 | 304 | | or burial arrangements to the extent that such notification 87 |
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305 | 305 | | does not interfere with the rights of next -of-kin to direct 88 |
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306 | 306 | | the disposition of the body of the ward or protectee upon 89 |
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307 | 307 | | death under section 194.119. 90 |
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308 | 308 | | A guardian or conservator is not required to provide notice 91 |
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309 | 309 | | if the interested person informs the guardian or conservator 92 |
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310 | 310 | | that the person does not wish to receive such notice or the 93 |
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311 | 311 | | ward or a court order has expressly prohibited the guardian 94 |
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312 | 312 | | or conservator from providing notice to the interested 95 |
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313 | 313 | | person. 96 |
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314 | 314 | | 9. Any notification pursuant to subdivision (5) of 97 |
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315 | 315 | | subsection 8 of this section shall be made in person or by 98 |
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316 | 316 | | telephone. 99 SB 932 11 |
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317 | 317 | | 10. As used in this section, the terms "communication" 100 |
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318 | 318 | | and "visitation" includes receiving visitors, telephone 101 |
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319 | 319 | | calls, and personal mail. 102 |
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320 | 320 | | |
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