Oklahoma 2022 2022 Regular Session

Oklahoma Senate Bill SB300 Amended / Bill

Filed 03/31/2021

                     
 
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HOUSE OF REPRESENTATIVES - FLOOR VERSION 
 
STATE OF OKLAHOMA 
 
1st Session of the 58th Legislature (2021) 
 
ENGROSSED SENATE 
BILL NO. 300 	By: Rosino of the Senate 
 
  and 
 
  Kannady of the House 
 
 
 
 
An Act relating to guardianship of vulnerable adult; 
amending 43A O.S. 2011, Section 10 -108, which relates 
to petition for involuntary protective services; 
requiring dismissal of temporary guardianship upon 
removal of emergency conditions; clarifying scope of 
certain service; and providing an effective date . 
 
 
 
 
BE IT ENACTED BY THE PEOPLE OF THE STATE OF OKLAHOMA: 
SECTION 1.     AMENDATORY     43A O.S. 2011, Section 10 -108, is 
amended to read as follows: 
Section 10-108. A.  1.  If the Department of Human Services 
determines that a vulnerable adul t is suffering from abuse, neglect, 
self-neglect, or financial neglect or exploitation presenting a 
substantial risk of death or immediate and serious physical harm to 
the person or financial exploitation of the estate of the person, 
and the vulnerable adu lt lacks mental capacity to consent to receive 
protective services and no consent can be obtained, the Department   
 
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may petition the district court in the county specified by paragraph 
3 of this subsection for an order: 
a. authorizing involuntary protective services and 
appointing a temporary guardian of the person and/or 
the estate, 
b. freezing the assets of the vulnerable adult, if the 
vulnerable adult is being exploited, establishing any 
new accounts necessary to pay the daily living 
expenses of the vulner able adult, and directing a full 
accounting and investigation of the person alleged to 
be improperly managing the estate of the vulnerable 
adult, 
c. suspending or revoking the powers of an attorney -in-
fact granted by a durable power of attorney, or 
revoking an irrevocable trust, or terminating a 
guardianship or conservatorship established pursuant 
to the Oklahoma Guardianship and Conservatorship Act, 
or 
d. directing any law enforcement agency to transport any 
incapacitated person or vulnerable adult as nece ssary 
for appropriate care, treatment and residential 
placement.  If such transportation is ordered, 
reimbursement for expenses incurred from the 
transportation of a vulnerable adult under the   
 
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Department’s temporary guardianship shall be paid as 
provided for in Section 10-107 of this title. 
2.  Under no circumstances shall the court authorize the 
Department, pursuant to this subsection, to consent or deny consent 
to a Do-Not-Resuscitate order or the withdrawal of hydration or 
nutrition or other life -sustaining treatment although the court 
retains jurisdiction to hear such matters under applicable law. 
3.  The district court which may be petitioned by the Department 
for an order pursuant to paragraph 1 of this subsection is: 
a. the district court in the count y in which the 
vulnerable adult resides, 
b. the district court in the county in which the 
vulnerable adult is receiving inpatient services, or 
c. the district court in the county where the vulnerable 
adult is located when any delay caused by taking the 
petition to the district court in the county of the 
residence of the vulnerable adult would result in 
greater substantial risk of death or greater serious 
physical harm to the vulnerable adult.  The petition 
shall include an explanation of why the petition wa s 
filed in the district court in the county specified by 
this subparagraph rather than in the district court as 
specified in subparagraph a or b of this paragraph.   
 
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B.  The petition shall be sworn to and include the name, age, 
and address of the vulnerable adult who the Department has 
determined is in need of emergency protective services, the nature 
of the abuse, neglect, or exploitation, the services needed, and 
information relating to the capacity of the person to consent to 
services and a description of the attempts of the Department to 
obtain consent and the name of the person or organization proposed 
to be appointed as temporary guardian. 
C.  1.  The vulnerable adult shall receive an opportunity for a 
hearing upon the petition, and shall be personally s erved with a 
copy of the petition and a notice scheduling hearing at least forty -
eight (48) hours prior to any such hearing if the petition seeks 
temporary guardianship of thirty (30) days or more. 
2. a. The hearing shall be set by the court on an expedite d 
basis, but no later than five (5) calendar days, not 
including weekends or holidays when the court is 
closed, from the date the notice scheduling hearing is 
signed by the judge.  The vulnerable adult shall have 
a right to a closed hearing unless such vul nerable 
adult requests otherwise. 
b. Unless the vulnerable adult objects or the person 
requiring notification pursuant to this subparagraph 
is alleged to have abused, neglected or exploited the 
vulnerable adult, the following persons shall be   
 
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notified of any hearing held pursuant to this 
subsection: 
(1) the legal guardian, guardian ad litem and 
caretaker of the vulnerable adult, 
(2) any person so requested by the vulnerable adult 
to be present at the hearing, and 
(3) persons required to be notified pursuant to 
Section 3-110 of Title 30 of the Oklahoma 
Statutes. 
D.  1.  Upon sworn testimony of a representative of the 
Department, or statement of a district attorney representing the 
Department, that immediate and reasonably foreseeable death or 
serious physical harm to or financial exploitation of the vulnerable 
adult will result, the court may waive prior notice and issue a 
seventy-two-hour temporary guardianship and provide involuntary 
protective services whether or not during regular courthouse 
business hours.  However, within twenty -four (24) hours of issuance 
of the seventy-two-hour order, the vulnerable adult and the attorney 
of the vulnerable adult, if known, shall be personally served with 
written notice scheduling a hearing within seventy -two (72) hours. 
2.  If a hearing on the seventy -two-hour order is declined, or 
upon conclusion of any such hearing, the court may terminate the 
temporary guardianship and involuntary services or enter a temporary   
 
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guardianship for up to thirty (30) additional calendar day s as 
provided for in subsection G of this section. 
E.  1.  The vulnerable adult has a right to be present and 
represented by counsel at any hearing authorized by this section.  
If the vulnerable adult is indigent or, in the determination of the 
court, lacks capacity to waive the right to counsel, the court shall 
immediately appoint counsel who shall personally meet with the 
vulnerable adult and attempt to discuss the petition or any pending 
motion prior to any hearing. 
2.  If the vulnerable adult is not in attendance at a scheduled 
hearing, the court shall make a special finding as to why the 
vulnerable adult is unable to attend, and, upon the request of the 
vulnerable adult or the attorney of the vulnerable adult, may 
continue the hearing to allow the vulne rable adult to attend. 
3.  If the vulnerable adult is indigent, the cost of 
representation by counsel shall be borne by court funds. 
4.  If the vulnerable adult is not indigent, the court may order 
costs of representation paid from the estate in the same m anner as 
currently paid under the Oklahoma Guardianship and Conservatorship 
Act. 
F.  1.  After a hearing on the petition, the court may: 
a. appoint a temporary guardian and order involuntary 
protective services including, but not limited to, 
authorization for medical and/or psychological   
 
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treatment and evaluations, and residential placement 
subject to the provisions of subsection G of this 
section, 
b. issue an order freezing all assets of the vulnerable 
adult, establish any new accounts necessary to pay the 
daily living expenses of the vulnerable adult, and 
order a full accounting and investigation of the 
person alleged to be improperly managing the 
vulnerable adult’s estate, 
c. suspend or revoke powers of attorney or terminate a 
guardianship or conservatorsh ip upon a finding that 
the attorney-in-fact, guardian or conservator failed 
to act appropriately on behalf of the vulnerable 
adult, or 
d. order any law enforcement agency to transport any 
incapacitated person or vulnerable adult as necessary 
for appropriate care, treatment and residential 
placement.  If such transportation is ordered, 
reimbursement for expenses incurred from the 
transportation of a vulnerable adult under the 
Department’s temporary guardianship shall be paid as 
provided for in Section 10 -107 of this title. 
2. a. Except as otherwise provided by subparagraphs b and c 
of this paragraph, the court appointing a temporary   
 
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guardian and ordering involuntary protective services 
shall not have authority to order the sale of the real 
property of the vulnerable adult. 
b. If the Department of Human Services has been appointed 
temporary guardian and the court issues an order for 
the Department to continue as the temporary guardian 
of the vulnerable adult beyond the one hundred eighty 
(180) calendar days aut horized by this section because 
there is no one willing and able to act as guardian 
for the vulnerable adult, the Department, as temporary 
guardian may, after one (1) year from its initial 
appointment, sell the real property of a vulnerable 
adult pursuant to the provisions of the Oklahoma 
Guardianship and Conservatorship Act. 
c. The Department, as temporary guardian of a vulnerable 
adult, may also sell the real property of the 
vulnerable adult pursuant to the provisions of the 
Oklahoma Guardianship and Cons ervatorship Act prior to 
the one-year requirement specified in subparagraph b 
of this paragraph, if not selling the real property 
would jeopardize the vulnerable adult ’s eligibility 
for Medicaid.  The fact that the vulnerable adult 
would be in jeopardy for receipt of Medicaid if the 
property was not sold shall be stated upon the court   
 
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order directing the sale of the real property of the 
vulnerable adult. 
d. The court may issue an order authorizing the 
Department to sell personal property of a vulnerable 
adult when additional resources are required to pay 
for necessary care for the vulnerable adult pursuant 
to state law. 
G.  Whenever the court issues an order for involuntary 
protective services, the court shall adhere to the following 
limitations: 
1.  Only such protective services as are necessary to remove the 
conditions creating the emergency shall be ordered, and the court 
shall specifically designate the approved services in the order of 
the court.  When the conditions creating the emergency have been 
removed, the court shall dismiss the temporary guardianship ordered 
pursuant to this section ; 
2.  The scope of service provided by the Department shall be 
limited to protective services or the establishment of eligibility 
for protective services for the person and estate.  The Department 
shall request dismissal of the temporary guardianship ordered 
pursuant to this section when: 
a. an appropriate level of care for the vulnerable adult 
as determined by the Department has been established , 
b. assets have been sec ured, if applicable, and   
 
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c. a representative payee or trustee has been set for 
financial management , if applicable; 
3. Protective services authorized by an involuntary protective 
services order shall not include a change of residence unless the 
court specifically finds such action is necessary to remove the 
conditions creating the emergency and gives specific approval for 
such action in the order of the court.  Emergency placement may be 
made to such facilities as nursing homes, hospital rehabilitation 
centers, assisted living centers, foster care and in -home 
placements, or to other appropriate facilities for emergency care or 
evaluation to determine the extent of a vulnerable adult ’s physical, 
mental and functional limitations; provided, however, emergency 
placement shall not be made or construed as an alternative to 
emergency detention and protective custody as authorized under 
Section 5-206 et seq. of this title or made or construed as an 
alternative to involuntary commitment under Section 5 -410 et seq. of 
this title when a vulnerable adult otherwise meets the criteria for 
involuntary commitment.  Services to such vulnerable adults shall be 
provided in a manner that is appropriate for the adult ’s age and 
condition and, except for facilities operated by the Department of 
Mental Health and Substance Abuse Services or community -based 
structured crisis centers under contract with the Department 
pursuant to Section 3 -317 of this title, services provided to 
vulnerable adults pursuant to this section shall be prov ided in a   
 
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setting that is segregated from any patients or residents of a 
facility who have been determined to be a danger to others; and 
3. 4.  Involuntary protective services may be provided for a 
period not to exceed thirty (30) calendar days except as p rovided by 
subsections L and M of this section. 
H.  The court shall appoint the Department or an interested 
person or organization as temporary guardian of the person with 
responsibility for the welfare of such person and authority to give 
consent on behalf of the person for the approved involuntary 
protective services until the expiration of the order. 
I.  The issuance of an order for involuntary protective services 
and the appointment of a temporary guardian shall not deprive the 
vulnerable adult of any r ights except to the extent validly provided 
for in the order or appointment. 
J.  1.  To enforce an order for involuntary protective services, 
the court may authorize: 
a. forcible entry of the premises of the vulnerable adult 
to be protected for the purpose of rendering 
protective services but only after a reasonable 
showing to the court that good faith attempts to gain 
voluntary access to the premises have failed and 
forcible entry is necessary,   
 
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b. the transporting of the vulnerable adult to another 
location for the provision of involuntary services, 
and 
c. the eviction of persons who are in a position to 
exploit the vulnerable adult from any property owned, 
leased, or rented by the vulnerable adult and 
restriction of those persons ’ further access to any 
property of the vulnerable adult. 
2.  If forcible entry is authorized by the court, the order 
shall include a directive that the Department ’s representative be 
accompanied by a police officer or deputy sheriff in the county 
where the vulnerable adult or prope rty of the vulnerable adult is 
located, and the police officer or deputy sheriff shall make the 
forcible entry. 
K.  The vulnerable adult, the temporary guardian, or any 
interested person may petition the court to have the order to 
provide involuntary prote ctive services set aside or modified at any 
time. 
L.  If the vulnerable adult continues to need involuntary 
protective services after expiration of the thirty -day temporary 
guardianship provided in subsection G of this section, the temporary 
guardian shall immediately file a verified motion requesting the 
court to, except as otherwise provided by subsection F of this 
section, continue the temporary guardianship and involuntary   
 
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protective services under this section for a period not to exceed 
one hundred eighty (180) calendar days. 
M.  1.  Service of the verified motion shall be made in 
conformity with subsection C of this section. 
2.  Upon filing such motion, the court shall order that a 
physical, mental, and social evaluation of the vulnerable adult be 
conducted by the Department and that a proposed plan of care be 
submitted to the court within thirty (30) calendar days thereafter 
reflecting the evaluation findings and recommended services. 
3.  Upon filing such motion, the prior temporary guardianship 
shall remain in full force and effect pending a review hearing after 
the thirty-day evaluation period.  The caretaker, guardian or next -
of-kin of the vulnerable adult may request that the evaluation 
period be shortened for good cause. 
4.  The evaluation shall in clude at least the following 
information: 
a. the address of the place where the person is residing 
and the person or agency which is providing care, 
treatment, or services at present, 
b. a summary of the professional treatment and services 
provided to the person by the Department or agency, if 
any, in connection with the problem creating the need 
for emergency protective services, and   
 
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c. a medical and social evaluation , including, but not 
limited to, the Department ’s assessment of the 
person’s capacity to consent to services, a 
psychological or psychiatric evaluation and review if 
the mental state of the person is in question, and any 
recommendations for or against maintenance of partial 
legal rights.  The evaluation and review shall include 
recommendations for placement based upon the best 
interests of the vulnerable adult taking into 
consideration the following: 
(1) the least restrictive environment, 
(2) the desires of the vulnerable adult and legal 
guardian, 
(3) the desires of the caretaker of the vulnerab le 
adult and of any of the persons specified in 
Section 3-110 of Title 30 of the Oklahoma 
Statutes, 
(4) the physical and mental health needs of the 
vulnerable adult, 
(5) the available programs and services, and 
(6) the health, well-being and welfare of the 
vulnerable adult and the public. 
During the hearing to consider the motion to continue the 
temporary guardianship of the vulnerable adult for up to one hundred   
 
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eighty (180) calendar days, the court shall consider the 
Department’s findings and proposed pla n of care and any other 
evidence presented by the caretaker, guardian or other interested 
persons.  The court shall either terminate the temporary 
guardianship and all involuntary services or continue the temporary 
guardianship and specify any necessary se rvices to be provided by 
the Department for a period not to exceed one hundred eighty (180) 
calendar days.  Provided, the court may continue the guardianship of 
the Department, if there is no one willing and able to act as 
guardian for the vulnerable adult . 
N.  Neither the Department nor any of its employees or any other 
petitioner shall be liable for filing a petition pursuant to the 
Protective Services for Vulnerable Adults Act if the petition was 
filed in good faith. 
SECTION 2.  This act shall become effective November 1, 2021. 
 
COMMITTEE REPORT BY: COMMITTEE ON JUDICIARY - CIVIL, dated 
03/30/2021 - DO PASS.