HB3343 HFLR Page 1 BOLD FACE denotes Committee Amendments. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 HOUSE OF REPRESENTATIVES - FLOOR VERSION STATE OF OKLAHOMA 2nd Session of the 58th Legislat ure (2022) HOUSE BILL 3343 By: Worthen AS INTRODUCED An Act relating to power of attorney; enacting the Medical Uniform Durable Power of Attorney Act of 2022; providing applicability to a ll powers of attorney concerning health and medical care decisions executed in conformity with the requirements of this act; providing that all powers of attorney concerning health and medical care decisions validl y executed prior to the effective date are valid and enforceable according to the statutory provis ions in effect at the time of execution; providing that all powers of attorney for health and medical care decisions in accordance with a certain statute afte r and before a specified date are valid an d enforceable; defining term; identifying permissible co ntents of durable power of attorney; identifying scope of the durable power of attorney; providing procedures by which a durable power of attorney may be exec uted; providing form; establishing presump tion upon execution; avoiding recordation; specifying me thod of execution after a certain date; validating certain powers of attorney; providing rule of construction; providing length of time for extended absence; requiring commencement of certain proceedi ngs if extended absence exceeds certain time period; making durable power of attorney not affected by disability, incapacity, or extended absence of the principal; stating relation of attorney -in-fact to court- appointed fiduciary; providing that a power of attorney not be revoked until notice; stating effect of affidavit of attorney-in-fact; providing for uniformity of application and construction; amending HB3343 HFLR Page 2 BOLD FACE denotes Committee Amendments. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 58 O.S. 2021, Section 3045, which relates to the Uniform Power of Attorney Act of 2021; clarifying effective date; providing for codification; providing an effective date; and declaring an emergency. BE IT ENACTED BY THE PEOPLE OF THE STATE OF OKLAHOMA: SECTION 1. NEW LAW A new section of law to be codified in the Oklahoma Stat utes as Section 3050 of Title 58, unless there is created a duplication in numbering, reads as follows: A. Sections 1 through 10 of this act shall be known and may be cited as the "Medical Uniform Durable Power of Attorney Act of 2022". B. The provisions of this act shall be applicable to all powers of attorney for health and medical care decisions executed in conformity with the requirements this act. C. All powers of attorney for health and medical care decisions validly executed prior to the effective date of this act shall be valid and enforceable according to the statutory provisions in effect at the time the powers of attorney for health and medical care decisions were executed. D. All powers of attorney f or health and medical care decisions executed on or after November 1, 2021, but no later than the effective date of this act, that were executed in accordance with the requirements of Section 1071 et seq. of Title 58 of the Oklahoma Statues are valid and e nforceable according to those statutes. HB3343 HFLR Page 3 BOLD FACE denotes Committee Amendments. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 SECTION 2. NEW LAW A new section of law to be codified in the Oklahoma Statutes as Section 3051 of Title 58, unless there is created a duplication in numbering, reads as follows: A durable power of attorney is a power of attorney by wh ich a principal designates another his attorney-in-fact in writing and the writing contains the words "This power of attorney sh all not be affected by subsequent disability, incapacity, or extended absence of the principal, or lapse of time ", or "This power of attorney shall become effective upon the disability, incapa city, or extended absence of the principal ", or similar words sh owing the intent of the principal that the authority conferred shall be exercisable notwithstanding the principal 's subsequent disability, incapacity, or extended absence, and, unless it state s a time of termination, notwithstanding the lapse of time since the execution of the instrument. SECTION 3. NEW LAW A new sec tion of law to be codified in the Oklahoma Statutes as Section 3052 of Title 58, unless there is created a duplication in numbering, reads as follows: A. The durable power of attorney may show or state: 1. The fact of execution under the provisions of th e Medical Uniform Durable Power of Attorne y Act; 2. The time and conditions un der which the power is to become effective; 3. The extent and scope of the powers conferred; and HB3343 HFLR Page 4 BOLD FACE denotes Committee Amendments. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 4. Who is to exercise the power, including any successor attorney-in-fact, if a prior appointed attorney -in-fact dies, ceases to act, refuses or is unable to se rve, or resigns. B. The power may grant complete or limited authority with respect to the princ ipal's: 1. Person, including, but not limited to, health and medical care decisions and a do-not-resuscitate consent on the principal's behalf, but excluding: a. the execution, on behalf of t he principal, of a Directive to Physicians, an Advance Directive for Health Care, Living Will, or other document, except an Oklahoma standardized format physician orders for life-sustaining treatment form in accordance with t he provisions of this act, purp orting to authorize life - sustaining treatment decisions, and b. the making of life-sustaining treatment decisions unless the power complies wi th the requirements for a health care proxy under the Oklahoma Advance Directive Act or the Oklahoma Do-Not-Resuscitate Act; and 2. Property, including homestead property, wheth er real, personal, intangible , or mixed. SECTION 4. NEW LAW A new section of law to be codified in the Oklahoma Statutes as Section 3053 of Title 58, unless there is created a duplication in numbering, reads as follows: HB3343 HFLR Page 5 BOLD FACE denotes Committee Amendments. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 A. A durable power of attorney may be executed in accordance with the following provision s; provided, however, failure to execute a power of attorney as prescribed in this s ection shall not be construed to diminish the effect or validity of an otherwise properly executed durable power of attorney: 1. The principal shall sign the power of atto rney at its end, or, if the principal is u nable, some other person shall subscribe his or her name thereto in his or her presence and by his or her direction. The principal, or such other person, shall sign in the presence of two witnesses, each of whom s hall sign his or her name in the presence of the principal and each other; 2. The witnesses shall not be: a. under eighteen (18) years of age, b. related to the principal by blo od or marriage, or c. the attorney-in-fact or anyone related to the attorney-in-fact by blood or marriage; and 3. The execution of the power of attorney shall be in substantially the followi ng form: Signed: ________________________ (Principal's signature) City, County, and State of Residence ____________________________________ ____________________________________ HB3343 HFLR Page 6 BOLD FACE denotes Committee Amendments. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 The principal is personally known to me and I be lieve the principal to be of sound mind. I am eighteen (18) years of age or older. I am not related to the principal by blood or marriage, or related to the attorney -in-fact by blood or marriage. The principal has declared to me that this instrument is his or her power of attorney granting to the named attorney- in-fact the power and authority sp ecified herein, and that he or she has willingly made and executed it as his or her free and voluntary act for the purpo ses herein expressed. Witness: ___________ _____________ Witness: ________________________ STATE OF OKLAHOMA ) ) SS. COUNTY OF ___________) Before me, the undersigned authority, on this ____ day of ______________ _, 20__, personally appeared ____________________ (principal), _____________________ ____ (witness), and _____________ (witness), whose names are subscribed to the foregoing instr ument in their respective capacities, and all of said persons being by me duly sworn, the principal declared to me and t o the said witnesses in my presence that the instrument is his or her p ower of attorney, and that the principal has willingly and volunt arily made and HB3343 HFLR Page 7 BOLD FACE denotes Committee Amendments. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 executed it as the free act and deed of the principal for the purposes therein expressed, and the witness es declared to me that they were each eigh teen (18) years of age or older, and that neither of them is re lated to the principal by blood or marriage, or related to the attorney -in-fact by blood or marriage. ____________________________ Notary Public My Commission Expires: _________________________ __ B. Execution of a durable power of attorney in substantiall y the form prescribed by this s ection shall create a presumption that the principal understands the nature an d purpose of the power of attorney and has executed the same while being of sound mi nd, and of his or her free will. A person dealing with the attorney-in-fact shall not be required to inquire into the validity or adequacy of the execution of the power of attorney, nor shall any such person be required to inquire into the validity or pro priety of any act of an attorney-in-fact apparently authorized by a pow er of attorney executed pursuant to this section. C. Notwithstanding the provisions of Section 26 of Title 16 of the Oklahoma Statutes, county clerks shall record any durable power of attorney executed in substanti ally the form prescribed in subsection A of this section. HB3343 HFLR Page 8 BOLD FACE denotes Committee Amendments. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 D. A power of attorney executed in ano ther state shall be considered valid for purposes of the Uniform Durable Power of Attorney Act if the power of attorney and the execution of the power of attorney substantially comply with the requirements of the Medical Uniform Durable Power of Attorney Act. E. Nothing in this section shall be cons trued to affect powers of attorney established pursuant to common l aw. SECTION 5. NEW LAW A new se ction of law to be codified in the Oklahoma Statutes as Section 3054 of Title 58, unless there is created a duplication in numbering, reads as follows: A. "Extended absence" as used in the Medical Uniform Durable Power of Attorney Act means that a principal has b een missing or loses all contact with the designated attorney -in-fact, family members, and friends for a period of more than forty-five (45) days. "Contact" includes, but is not limited to , face-to-face contact, a communication that can reasonably be veri fied as having been produced or made by the principal such as a letter, phone call, text message, electronic mail, or other electronic communication. If the principal is a member of the Armed Forces o f the United States, an extended absence, as defined in this section, shall not exist when the principal is deployed fo r military service or training or is classified as missing in action or a prisoner of war. A durable power of attorney activated because of an extended absence shall be considered in effect u ntil the principal makes contact with the HB3343 HFLR Page 9 BOLD FACE denotes Committee Amendments. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 attorney-in-fact, family members, or friends or until t he principal is found. B. Once a principal's extended absence exceeds the period of time prescribed by Section 941 of Title 58 of the Oklahoma Statutes, the attorney-in-fact shall start proceedings under Section 941 of Title 58 of the Oklahoma Statutes to have the principal declared legally dead. SECTION 6. NEW LAW A new section of l aw to be codified in the Oklahoma Statutes as Section 3055 of Title 58, unless there is created a duplication in number ing, reads as follows: All acts by an attorney-in-fact pursuant to a durable power of attorney during any period of disability, incapacit y, or extended absence of the principal have the same e ffect and inure to the benefit of and bind the principal and his or her successors in interest as if the principal were competent and not disabled, incapacitated, or on an extended absence. SECTION 7. NEW LAW A new section of law to be cod ified in the Oklahoma Statutes as Section 3056 of Title 58, unless there is created a duplication in numbering, reads as follows: A. If, following execution of a durable power of attorney, a court of the principal 's domicile appoints a conservator, guardi an of the estate, or other fiduciary charged with the management of all of the principal's property or all of the principal's property except specified exclusions, the attorney-in-fact is accountable to HB3343 HFLR Page 10 BOLD FACE denotes Committee Amendments. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 the fiduciary as well as to the principal. The fiduciary has the same power to revoke or amend the power of attorney that the principal would have ha d if the principal were not disabled or incapacitated. B. A principal may nominate, by a durable power of attorney, the conservator, guardian of his or her es tate, or guardian of his or her person for consideration by the court if protective proceedings for the principal's person or estate are thereafter commenced. The court shall make its appointme nt in accordance with the principal's most recent nomination i n a durable power of attorney except for good cause or disqualif ication. SECTION 8. NEW LAW A new section of law to be codified in the Oklahoma Statutes as Section 3057 of Title 58, unless there is created a duplication in numbering , reads as follows: A. Death of the principal revokes and termi nates the power of attorney; provided, however, the death of a principal who has executed a written power of attorney, durable or otherwise, does not revoke or terminate the agency as to the at torney-in-fact or other person, who, without actual knowledge of the death of the principal, acts in good faith under the power. Any action so taken, unle ss otherwise invalid or unenforceable, binds successors in interest of the principal. B. The disability or incapacity of a principal who has previously executed a w ritten power of attorney that is not a HB3343 HFLR Page 11 BOLD FACE denotes Committee Amendments. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 durable power does not revoke or terminate the agency as to the attorney-in-fact or other person, who, without actual knowledge of the disability or inca pacity of the principal, acts in good faith under the power. Any action so taken, unless otherwi se invalid or unenforceable, binds the principal and his suc cessors in interest. C. If a durable power of attorney is recorded with the clerk in any county of this state, in the event of revocation of such durable power of attorney, notice of the revocati on shall be filed in each county or counties where the durabl e power of attorney was recorded. Until such notice is recorded, any person or entity may rely on the recorded authority of the attorney -in-fact with respect to matters covered by the records of the county clerk, and the acts of the attorney-in-fact shall be binding on the principal or the principal's successors in interest. SECTION 9. NEW LAW A new section of law to be codified in the Oklahoma Statutes as Section 3058 of Title 58, unless there is created a duplication in numbering, reads as follows: As to acts undertaken in good-faith reliance thereon, an affidavit executed by the attorney-in-fact under a power of attorney, durable or other wise, stating that he or she did not have at the time of exercise of the p ower actual knowledge of the termination of the power by revocation or of the principal 's death, disability, or incapa city is conclusive proof of the nonrevocation or nontermination of the power at that time. If the exercise of the HB3343 HFLR Page 12 BOLD FACE denotes Committee Amendments. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 power of attorney requires execution and deli very of any instrument that is recordable, the affidavit when authenticated for record is likewise recordable. This section does not affect any provision in a power of attorney for its termina tion by expiration of time or occurrence of an event other than express revocation or a change i n the principal's capacity. SECTION 10. NEW LAW A new section of law to be codified in the Oklahoma Stat utes as Section 3059 of Title 58, unless there is created a duplication in numbering, reads as f ollows: The Medical Uniform Durable Power of Attorney Act shall be applied and construed to effectuate i ts general purpose to make uniform the law with respect to the s ubject of this act among states enacting it. SECTION 11. AMENDATORY 58 O.S. 2021, Section 3045, is amended to read as follows: Except as otherwise provided in this act , on the effective date of this act: 1. This act applies to a power of attorney created before, on or after the effective date of this a ct; 2. This act applies to a judicial proceeding concer ning a power of attorney commenced on or after the effective da te of this act; 3. This act applies to a judicial proceeding co ncerning a power of attorney commenced before the effective date of this act unless the court finds that application of a provisi on of this act would HB3343 HFLR Page 13 BOLD FACE denotes Committee Amendments. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 substantially interfere with the effective conduct of the judicial proceeding or prejudice the rights of a party, in which case that provision does not apply and the superseded la w applies; and 4. A power of attorney created before th e effective date of this act is not affected by this act. SECTION 12. This act shall become effective July 1, 2022. SECTION 13. It being immediately necessary for the preservation of the public peace, health or safety, an emergency is hereby declared to exist, by reason whereof this act shall take effect and be in full force from and after its passa ge and approval. COMMITTEE REPORT BY: COMMITT EE ON JUDICIARY - CRIMINAL, dated 03/03/2022 - DO PASS.