31 | 2 | | STATE OF OKLAHOMA |
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32 | 3 | | |
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33 | 4 | | 2nd Session of the 58th Legislat ure (2022) |
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34 | 5 | | |
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35 | 6 | | HOUSE BILL 3343 By: Worthen |
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42 | 13 | | |
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43 | 14 | | AS INTRODUCED |
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44 | 15 | | |
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45 | 16 | | An Act relating to power of attorney; enacting the |
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46 | 17 | | Medical Uniform Durable Power of Attorney Act of |
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47 | 18 | | 2022; providing applicability to a ll powers of |
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48 | 19 | | attorney concerning health and medical care decisions |
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49 | 20 | | executed in conformity with the requirements of this |
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50 | 21 | | act; providing that all powers of attorney concerning |
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51 | 22 | | health and medical care decisions validl y executed |
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52 | 23 | | prior to the effective date are valid and enforceable |
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53 | 24 | | according to the statutory provis ions in effect at |
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54 | 25 | | the time of execution; providing that all powers of |
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55 | 26 | | attorney for health and medical care decisions in |
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56 | 27 | | accordance with a certain statute afte r and before a |
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57 | 28 | | specified date are valid an d enforceable; defining |
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58 | 29 | | term; identifying permissible co ntents of durable |
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59 | 30 | | power of attorney; identifying scope of the durable |
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60 | 31 | | power of attorney; providing procedures by which a |
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61 | 32 | | durable power of attorney may be executed; providing |
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62 | 33 | | form; establishing presump tion upon execution; |
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63 | 34 | | avoiding recordation; specifying me thod of execution |
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64 | 35 | | after a certain date; validating certain powers of |
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65 | 36 | | attorney; providing rule of construction; providing |
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66 | 37 | | length of time for extended absence; requiring |
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67 | 38 | | commencement of certain proceedi ngs if extended |
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68 | 39 | | absence exceeds certain time period; making durable |
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69 | 40 | | power of attorney not affected by disability, |
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70 | 41 | | incapacity, or extended absence of the principal; |
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71 | 42 | | stating relation of attorney -in-fact to court- |
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72 | 43 | | appointed fiduciary; providing that a power of |
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73 | 44 | | attorney not be revoked until notice; stating effect |
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74 | 45 | | of affidavit of attorney-in-fact; providing for |
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75 | 46 | | uniformity of application and construction; amending |
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105 | 74 | | effective date; providing for codification; providing |
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106 | 75 | | an effective date; and declaring an emergency. |
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107 | 76 | | |
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110 | 79 | | |
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111 | 80 | | BE IT ENACTED BY THE PEOPLE OF THE STATE OF OKLAHOMA: |
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112 | 81 | | SECTION 1. NEW LAW A new section of law to be codified |
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113 | 82 | | in the Oklahoma Stat utes as Section 3050 of Title 58, unless there |
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114 | 83 | | is created a duplication in numbering, reads as follows: |
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115 | 84 | | A. Sections 1 through 10 of this act shall be known and may be |
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116 | 85 | | cited as the "Medical Uniform Durable Power of Attorney Act of |
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117 | 86 | | 2022". |
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118 | 87 | | B. The provisions of this act shall be applicable to all powers |
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119 | 88 | | of attorney for health and medical care decisions executed in |
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120 | 89 | | conformity with the requirements this act. |
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121 | 90 | | C. All powers of attorney for health and medical care decisions |
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122 | 91 | | validly executed prior to the effective date of this act shall be |
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123 | 92 | | valid and enforceable according to the statutory provisions in |
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124 | 93 | | effect at the time the powers of attorney for health and medical |
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125 | 94 | | care decisions were executed. |
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126 | 95 | | D. All powers of attorney f or health and medical care decisions |
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127 | 96 | | executed on or after November 1, 2021, but no later than the |
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128 | 97 | | effective date of this act, that were executed in accordance with |
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129 | 98 | | the requirements of Section 1071 et seq. of Title 58 of the Oklahoma |
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130 | 99 | | Statues are valid and e nforceable according to those statutes. |
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157 | 124 | | |
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158 | 125 | | SECTION 2. NEW LAW A new section of law to be codified |
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159 | 126 | | in the Oklahoma Statutes as Section 3051 of Title 58, unless there |
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160 | 127 | | is created a duplication in numbering, reads as follows: |
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161 | 128 | | A durable power of attorney is a power of attorney by wh ich a |
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162 | 129 | | principal designates another his attorney-in-fact in writing and the |
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163 | 130 | | writing contains the words "This power of attorney sh all not be |
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164 | 131 | | affected by subsequent disability, incapacity, or extended absence |
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165 | 132 | | of the principal, or lapse of time ", or "This power of attorney |
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166 | 133 | | shall become effective upon the disability, incapa city, or extended |
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167 | 134 | | absence of the principal ", or similar words sh owing the intent of |
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168 | 135 | | the principal that the authority conferred shall be exercisable |
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169 | 136 | | notwithstanding the principal 's subsequent disability, incapacity, |
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170 | 137 | | or extended absence, and, unless it state s a time of termination, |
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171 | 138 | | notwithstanding the lapse of time since the execution of the |
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172 | 139 | | instrument. |
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173 | 140 | | SECTION 3. NEW LAW A new section of law to be codified |
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174 | 141 | | in the Oklahoma Statutes as Section 3052 of Title 58, unless there |
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175 | 142 | | is created a duplication in numbering, reads as follows: |
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176 | 143 | | A. The durable power of attorney may show or state: |
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177 | 144 | | 1. The fact of execution under the provisions of the Medical |
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178 | 145 | | Uniform Durable Power of Attorne y Act; |
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179 | 146 | | 2. The time and conditions un der which the power is to become |
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180 | 147 | | effective; |
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181 | 148 | | 3. The extent and scope of the powers conferred; and |
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209 | 174 | | 4. Who is to exercise the power, including any successor |
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210 | 175 | | attorney-in-fact, if a prior appointed attorney -in-fact dies, ceases |
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211 | 176 | | to act, refuses or is unable to se rve, or resigns. |
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212 | 177 | | B. The power may grant complete or limited authority with |
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213 | 178 | | respect to the princ ipal's: |
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214 | 179 | | 1. Person, including, but not limited to, health and medical |
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215 | 180 | | care decisions and a do -not-resuscitate consent on the principal's |
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216 | 181 | | behalf, but excluding: |
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217 | 182 | | a. the execution, on behalf of t he principal, of a |
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218 | 183 | | Directive to Physicians, an Advance Directive for |
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219 | 184 | | Health Care, Living Will, or other document, except an |
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220 | 185 | | Oklahoma standardized format physician orders for |
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221 | 186 | | life-sustaining treatment form in accordance with t he |
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222 | 187 | | provisions of this act, purp orting to authorize life - |
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223 | 188 | | sustaining treatment decisions, and |
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224 | 189 | | b. the making of life-sustaining treatment decisions |
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225 | 190 | | unless the power complies with the requirements for a |
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226 | 191 | | health care proxy under the Oklahoma Advance Directive |
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227 | 192 | | Act or the Oklahoma Do-Not-Resuscitate Act; and |
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228 | 193 | | 2. Property, including homestead property, wheth er real, |
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229 | 194 | | personal, intangible , or mixed. |
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230 | 195 | | SECTION 4. NEW LAW A new section of law to be codified |
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231 | 196 | | in the Oklahoma Statutes as Section 3053 of Title 58, unless there |
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232 | 197 | | is created a duplication in numbering, reads as follows: |
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260 | 223 | | A. A durable power of attorney may be executed in accordance |
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261 | 224 | | with the following provisions; provided, however, failure to execute |
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262 | 225 | | a power of attorney as prescribed in this s ection shall not be |
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263 | 226 | | construed to diminish the effect or validity of an otherwise |
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264 | 227 | | properly executed durable power of attorney: |
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265 | 228 | | 1. The principal shall sign the power of attorney at its end, |
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266 | 229 | | or, if the principal is u nable, some other person shall subscribe |
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267 | 230 | | his or her name thereto in his or her presence and by his or her |
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268 | 231 | | direction. The principal, or such other person, shall sign in the |
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269 | 232 | | presence of two witnesses, each of whom shall sign his or her name |
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270 | 233 | | in the presence of the principal and each other; |
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271 | 234 | | 2. The witnesses shall not be: |
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272 | 235 | | a. under eighteen (18) years of age, |
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273 | 236 | | b. related to the principal by blo od or marriage, or |
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274 | 237 | | c. the attorney-in-fact or anyone related to the |
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275 | 238 | | attorney-in-fact by blood or marriage; and |
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276 | 239 | | 3. The execution of the power of attorney shall be in |
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277 | 240 | | substantially the followi ng form: |
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278 | 241 | | Signed: ________________________ |
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279 | 242 | | (Principal's signature) |
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280 | 243 | | City, County, and State of Residence |
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281 | 244 | | ____________________________________ |
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282 | 245 | | ____________________________________ |
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310 | 271 | | The principal is personally known to me and I be lieve the |
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311 | 272 | | principal to be of sound mind. I am eighteen (18) years of age |
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312 | 273 | | or older. I am not related to the principal by blood or |
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313 | 274 | | marriage, or related to the attorney -in-fact by blood or |
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314 | 275 | | marriage. The principal has declared to me that this instrument |
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315 | 276 | | is his or her power of attorney granting to the named attorney- |
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316 | 277 | | in-fact the power and authority sp ecified herein, and that he or |
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317 | 278 | | she has willingly made and executed it as his or her free and |
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318 | 279 | | voluntary act for the purpo ses herein expressed. |
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319 | 280 | | Witness: ___________ _____________ |
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320 | 281 | | Witness: ________________________ |
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321 | 282 | | STATE OF OKLAHOMA ) |
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322 | 283 | | ) SS. |
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323 | 284 | | COUNTY OF ___________) |
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324 | 285 | | Before me, the undersigned authority, on this |
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325 | 286 | | ____ day of _______________, 20__, personally appeared |
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326 | 287 | | ____________________ (principal), |
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327 | 288 | | _____________________ ____ (witness), and |
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328 | 289 | | _____________ (witness), |
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329 | 290 | | whose names are subscribed to the foregoing instr ument in their |
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330 | 291 | | respective capacities, and all of said persons being by me duly |
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331 | 292 | | sworn, the principal declared to me and t o the said witnesses in |
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332 | 293 | | my presence that the instrument is his or her p ower of attorney, |
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333 | 294 | | and that the principal has willingly and volunt arily made and |
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360 | 319 | | |
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361 | 320 | | executed it as the free act and deed of the principal for the |
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362 | 321 | | purposes therein expressed, and the witness es declared to me |
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363 | 322 | | that they were each eigh teen (18) years of age or older, and |
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364 | 323 | | that neither of them is re lated to the principal by blood or |
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365 | 324 | | marriage, or related to the attorney -in-fact by blood or |
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366 | 325 | | marriage. |
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367 | 326 | | ____________________________ |
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368 | 327 | | Notary Public |
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369 | 328 | | My Commission Expires: |
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370 | 329 | | _________________________ __ |
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371 | 330 | | B. Execution of a durable power of attorney in substantiall y |
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372 | 331 | | the form prescribed by this s ection shall create a presumption that |
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373 | 332 | | the principal understands the nature and purpose of the power of |
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374 | 333 | | attorney and has executed the same while being of sound mi nd, and of |
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375 | 334 | | his or her free will. A person dealing with the attorney-in-fact |
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376 | 335 | | shall not be required to inquire into the validity or adequacy of |
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377 | 336 | | the execution of the power of attorney, nor shall any such person be |
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378 | 337 | | required to inquire into the validity or pro priety of any act of an |
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379 | 338 | | attorney-in-fact apparently authorized by a pow er of attorney |
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380 | 339 | | executed pursuant to this section. |
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381 | 340 | | C. Notwithstanding the provisions of Section 26 of Title 16 of |
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382 | 341 | | the Oklahoma Statutes, county clerks shall record any durable power |
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383 | 342 | | of attorney executed in substanti ally the form prescribed in |
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384 | 343 | | subsection A of this section. |
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412 | 369 | | D. A power of attorney executed in ano ther state shall be |
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413 | 370 | | considered valid for purposes of the Uniform Durable Power of |
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414 | 371 | | Attorney Act if the power of attorney and the execution of the power |
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415 | 372 | | of attorney substantially comply with the requirements of the |
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416 | 373 | | Medical Uniform Durable Power of Attorney Act. |
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417 | 374 | | E. Nothing in this section shall be cons trued to affect powers |
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418 | 375 | | of attorney established pursuant to common l aw. |
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419 | 376 | | SECTION 5. NEW LAW A new se ction of law to be codified |
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420 | 377 | | in the Oklahoma Statutes as Section 3054 of Title 58, unless there |
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421 | 378 | | is created a duplication in numbering, reads as follows: |
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422 | 379 | | A. "Extended absence" as used in the Medical Uniform Durable |
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423 | 380 | | Power of Attorney Act means that a principal has b een missing or |
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424 | 381 | | loses all contact with the designated attorney -in-fact, family |
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425 | 382 | | members, and friends for a period of more than forty -five (45) days. |
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426 | 383 | | "Contact" includes, but is not limited to , face-to-face contact, a |
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427 | 384 | | communication that can reasonably be veri fied as having been |
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428 | 385 | | produced or made by the principal such as a letter, phone call, text |
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429 | 386 | | message, electronic mail, or other electronic c ommunication. If the |
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430 | 387 | | principal is a member of the Armed Forces o f the United States, an |
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431 | 388 | | extended absence, as defined in this section, shall not exist when |
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432 | 389 | | the principal is deployed fo r military service or training or is |
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433 | 390 | | classified as missing in action or a prisoner of war. A durable |
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434 | 391 | | power of attorney activated because of an extended absence shall be |
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435 | 392 | | considered in effect u ntil the principal makes contact with the |
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462 | 417 | | |
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463 | 418 | | attorney-in-fact, family members, or friends or until t he principal |
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464 | 419 | | is found. |
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465 | 420 | | B. Once a principal's extended absence exceeds the period of |
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466 | 421 | | time prescribed by Section 941 of Title 58 of the Oklahoma Statutes, |
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467 | 422 | | the attorney-in-fact shall start proceedings under Section 941 of |
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468 | 423 | | Title 58 of the Oklahoma Statutes to have the principal declared |
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469 | 424 | | legally dead. |
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470 | 425 | | SECTION 6. NEW LAW A new section of l aw to be codified |
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471 | 426 | | in the Oklahoma Statutes as Section 3055 of Title 58, unless there |
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472 | 427 | | is created a duplication in number ing, reads as follows: |
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473 | 428 | | All acts by an attorney-in-fact pursuant to a durable power of |
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474 | 429 | | attorney during any period of disability, incapacit y, or extended |
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475 | 430 | | absence of the principal have the same e ffect and inure to the |
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476 | 431 | | benefit of and bind the principal and his or her successors in |
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477 | 432 | | interest as if the principal were competent and not disabled, |
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478 | 433 | | incapacitated, or on an extended absence. |
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479 | 434 | | SECTION 7. NEW LAW A new section of law to be cod ified |
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480 | 435 | | in the Oklahoma Statutes as Section 3056 of Title 58, unless there |
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481 | 436 | | is created a duplication in numbering, reads as follows: |
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482 | 437 | | A. If, following execution of a durable power of attorney, a |
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483 | 438 | | court of the principal 's domicile appoints a conservator, guardi an |
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484 | 439 | | of the estate, or other fiduciary charged with the management of all |
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485 | 440 | | of the principal's property or all of the principal's property |
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486 | 441 | | except specified exclusions, the attorney-in-fact is accountable to |
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513 | 466 | | |
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514 | 467 | | the fiduciary as well as to the principal. The fiduciary has the |
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515 | 468 | | same power to revoke or amend the power of attorney that the |
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516 | 469 | | principal would have ha d if the principal were not disabl ed or |
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517 | 470 | | incapacitated. |
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518 | 471 | | B. A principal may nominate, by a durable power of attorney, |
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519 | 472 | | the conservator, guardian of his or her es tate, or guardian of his |
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520 | 473 | | or her person for consideration by the court if protective |
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521 | 474 | | proceedings for the principal's person or estate are thereafter |
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522 | 475 | | commenced. The court shall make its appointme nt in accordance with |
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523 | 476 | | the principal's most recent nomination i n a durable power of |
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524 | 477 | | attorney except for good cause or disqualif ication. |
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525 | 478 | | SECTION 8. NEW LAW A new section o f law to be codified |
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526 | 479 | | in the Oklahoma Statutes as Section 3057 of Title 58, unless there |
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527 | 480 | | is created a duplication in numbering , reads as follows: |
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528 | 481 | | A. Death of the principal revokes and termi nates the power of |
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529 | 482 | | attorney; provided, however, the death of a princ ipal who has |
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530 | 483 | | executed a written power of attorney, durable or otherwise, does not |
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531 | 484 | | revoke or terminate the agency as to the at torney-in-fact or other |
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532 | 485 | | person, who, without actual knowledge of the death of the principal, |
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533 | 486 | | acts in good faith under the power. Any action so taken, unle ss |
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534 | 487 | | otherwise invalid or unenforceable, binds successors in interest of |
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535 | 488 | | the principal. |
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536 | 489 | | B. The disability or incapacity of a principal who has |
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537 | 490 | | previously executed a w ritten power of attorney that is not a |
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564 | 515 | | |
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565 | 516 | | durable power does not revok e or terminate the agency as to the |
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566 | 517 | | attorney-in-fact or other person, who, without actual knowledge of |
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567 | 518 | | the disability or inca pacity of the principal, acts in good faith |
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568 | 519 | | under the power. Any action so taken, unless otherwi se invalid or |
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569 | 520 | | unenforceable, binds the principal and his suc cessors in interest. |
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570 | 521 | | C. If a durable power of attorney is recorded with the clerk in |
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571 | 522 | | any county of this state, in the event of revocation of such durable |
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572 | 523 | | power of attorney, notice of the revocati on shall be filed in each |
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573 | 524 | | county or counties where the durabl e power of attorney was recorded. |
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574 | 525 | | Until such notice is recorded, any person or entity may rely on the |
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575 | 526 | | recorded authority of the attorney -in-fact with respect to matters |
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576 | 527 | | covered by the records of the county clerk, and the acts of the |
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577 | 528 | | attorney-in-fact shall be binding on the principal or the |
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578 | 529 | | principal's successors in interest. |
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579 | 530 | | SECTION 9. NEW LAW A new section of law to be codified |
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580 | 531 | | in the Oklahoma Statutes as Section 3058 of Title 58, unless there |
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581 | 532 | | is created a duplication in numbering, reads as follows: |
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582 | 533 | | As to acts undertaken in good-faith reliance thereon, an |
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583 | 534 | | affidavit executed by the attorney-in-fact under a power of |
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584 | 535 | | attorney, durable or other wise, stating that he or she did not have |
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585 | 536 | | at the time of exercise of the p ower actual knowledge of the |
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586 | 537 | | termination of the power by revocation or of the principal 's death, |
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587 | 538 | | disability, or incapa city is conclusive proof of the nonrevocation |
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588 | 539 | | or nontermination of the power at that time. If the exercise of the |
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615 | 564 | | |
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616 | 565 | | power of attorney requ ires execution and deli very of any instrument |
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617 | 566 | | that is recordable, the affidavit when authenticated for record is |
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618 | 567 | | likewise recordable. This section does not affect any provision in |
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619 | 568 | | a power of attorney for its termina tion by expiration of time or |
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620 | 569 | | occurrence of an event other than express revocation or a change i n |
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621 | 570 | | the principal's capacity. |
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622 | 571 | | SECTION 10. NEW LAW A new section of law to be codified |
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623 | 572 | | in the Oklahoma Stat utes as Section 3059 of Title 58, unless there |
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624 | 573 | | is created a duplication i n numbering, reads as f ollows: |
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625 | 574 | | The Medical Uniform Durable Power of Attorney Act shall be |
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626 | 575 | | applied and construed to effectuate i ts general purpose to make |
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627 | 576 | | uniform the law with respect to the s ubject of this act among states |
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628 | 577 | | enacting it. |
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629 | 578 | | SECTION 11. AMENDATORY 58 O.S. 2021, Section 3045, is |
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630 | 579 | | amended to read as follows: |
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631 | 580 | | Except as otherwise provided in this act , on the effective date |
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632 | 581 | | of this act: |
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633 | 582 | | 1. This act applies to a power of attorney created before, on |
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634 | 583 | | or after the effective date of this a ct; |
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635 | 584 | | 2. This act applies to a judicial proceeding concer ning a power |
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636 | 585 | | of attorney commenced on or after the effective da te of this act; |
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637 | 586 | | 3. This act applies to a judicial proceeding co ncerning a power |
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638 | 587 | | of attorney commenced before the effective date of this act unless |
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639 | 588 | | the court finds that application of a provisi on of this act would |
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664 | 611 | | 23 |
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666 | 613 | | |
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667 | 614 | | substantially interfere with the effective conduct of the judicial |
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668 | 615 | | proceeding or prejudice the rights of a party, in which case that |
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669 | 616 | | provision does not apply and the superseded la w applies; and |
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670 | 617 | | 4. A power of attorney created before th e effective date of |
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671 | 618 | | this act is not affected by this act. |
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672 | 619 | | SECTION 12. This act shall become effective July 1, 2022. |
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673 | 620 | | SECTION 13. It being immediately necessary for the preservation |
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674 | 621 | | of the public peace, health or safety, an emergency is hereby |
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675 | 622 | | declared to exist, by reason whereof this act shall take effect and |
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676 | 623 | | be in full force from and after its passa ge and approval. |
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677 | 624 | | |
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