Oklahoma 2022 Regular Session

Oklahoma Senate Bill SB300 Compare Versions

Version 1 (Old)

Version 2 (New)

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4		-	An Act
5		-	ENROLLED SENATE
	29	+	HOUSE OF REPRESENTATIVES - FLOOR VERSION
	30	+
	31	+	STATE OF OKLAHOMA
	32	+
	33	+	1st Session of the 58th Legislature (2021)
	34	+
	35	+	ENGROSSED SENATE
6	36		BILL NO. 300 By: Rosino of the Senate
7	37
8	38		and
9	39
10	40		Kannady of the House
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12	42
13	43
14	44
15	45		An Act relating to guardianship of vulnerable adult;
16	46		amending 43A O.S. 2011, Section 10 -108, which relates
17	47		to petition for involuntary protective services;
18	48		requiring dismissal of temporary guardianship upon
19	49		removal of emergency conditions; clarifying scope of
20	50		certain service; and providing an effective date .
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25		-	SUBJECT: Guardianship of vulnerable adult
26		-
27	55		BE IT ENACTED BY THE PEOPLE OF THE STATE OF OKLAHOMA:
28		-
29	56		SECTION 1. AMENDATORY 43A O.S. 2011, Section 10 -108, is
30	57		amended to read as follows:
31		-
32	58		Section 10-108. A. 1. If the Department of Human Services
33	59		determines that a vulnerable adul t is suffering from abuse, neglect,
34	60		self-neglect, or financial neglect or exploitation presenting a
35	61		substantial risk of death or immediate and serious physical harm to
36	62		the person or financial exploitation of the estate of the person,
37	63		and the vulnerable adu lt lacks mental capacity to consent to receive
38	64		protective services and no consent can be obtained, the Department
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39	92		may petition the district court in the county specified by paragraph
40	93		3 of this subsection for an order:
41		-
42	94		a. authorizing involuntary protective services and
43	95		appointing a temporary guardian of the person and/or
44	96		the estate,
45		-
46		-
47		-	ENR. S. B. NO. 300 Page 2
48	97		b. freezing the assets of the vulnerable adult, if the
49	98		vulnerable adult is being exploited, establishing any
50	99		new accounts necessary to pay the daily living
51	100		expenses of the vulner able adult, and directing a full
52	101		accounting and investigation of the person alleged to
53	102		be improperly managing the estate of the vulnerable
54	103		adult,
55		-
56	104		c. suspending or revoking the powers of an attorney -in-
57	105		fact granted by a durable power of attorney, or
58	106		revoking an irrevocable trust, or terminating a
59	107		guardianship or conservatorship established pursuant
60	108		to the Oklahoma Guardianship and Conservatorship Act,
61	109		or
62		-
63	110		d. directing any law enforcement agency to transport any
64	111		incapacitated person or vulnerable adult as nece ssary
65	112		for appropriate care, treatment and residential
66	113		placement. If such transportation is ordered,
67	114		reimbursement for expenses incurred from the
68	115		transportation of a vulnerable adult under the
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69	143		Department’s temporary guardianship shall be paid as
70	144		provided for in Section 10-107 of this title.
71		-
72	145		2. Under no circumstances shall the court authorize the
73	146		Department, pursuant to this subsection, to consent or deny consent
74	147		to a Do-Not-Resuscitate order or the withdrawal of hydration or
75	148		nutrition or other life -sustaining treatment although the court
76	149		retains jurisdiction to hear such matters under applicable law.
77		-
78	150		3. The district court which may be petitioned by the Department
79	151		for an order pursuant to paragraph 1 of this subsection is:
80		-
81	152		a. the district court in the count y in which the
82	153		vulnerable adult resides,
83		-
84	154		b. the district court in the county in which the
85	155		vulnerable adult is receiving inpatient services, or
86		-
87	156		c. the district court in the county where the vulnerable
88	157		adult is located when any delay caused by taking the
89	158		petition to the district court in the county of the
90		-
91		-	ENR. S. B. NO. 300 Page 3
92	159		residence of the vulnerable adult would result in
93	160		greater substantial risk of death or greater serious
94	161		physical harm to the vulnerable adult. The petition
95	162		shall include an explanation of why the petition wa s
96	163		filed in the district court in the county specified by
97	164		this subparagraph rather than in the district court as
98	165		specified in subparagraph a or b of this paragraph.
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99	192
100	193		B. The petition shall be sworn to and include the name, age,
101	194		and address of the vulnerable adult who the Department has
102	195		determined is in need of emergency protective services, the nature
103	196		of the abuse, neglect, or exploitation, the services needed, and
104	197		information relating to the capacity of the person to consent to
105	198		services and a description of the attempts of the Department to
106	199		obtain consent and the name of the person or organization proposed
107	200		to be appointed as temporary guardian.
108		-
109	201		C. 1. The vulnerable adult shall receive an opportunity for a
110	202		hearing upon the petition, and shall be personally s erved with a
111	203		copy of the petition and a notice scheduling hearing at least forty -
112	204		eight (48) hours prior to any such hearing if the petition seeks
113	205		temporary guardianship of thirty (30) days or more.
114		-
115	206		2. a. The hearing shall be set by the court on an expedite d
116	207		basis, but no later than five (5) calendar days, not
117	208		including weekends or holidays when the court is
118	209		closed, from the date the notice scheduling hearing is
119	210		signed by the judge. The vulnerable adult shall have
120	211		a right to a closed hearing unless such vul nerable
121	212		adult requests otherwise.
122		-
123	213		b. Unless the vulnerable adult objects or the person
124	214		requiring notification pursuant to this subparagraph
125	215		is alleged to have abused, neglected or exploited the
126	216		vulnerable adult, the following persons shall be
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127	244		notified of any hearing held pursuant to this
128	245		subsection:
129		-
130	246		(1) the legal guardian, guardian ad litem and
131	247		caretaker of the vulnerable adult,
132		-
133		-
134		-	ENR. S. B. NO. 300 Page 4
135	248		(2) any person so requested by the vulnerable adult
136	249		to be present at the hearing, and
137		-
138	250		(3) persons required to be notified pursuant to
139	251		Section 3-110 of Title 30 of the Oklahoma
140	252		Statutes.
141		-
142	253		D. 1. Upon sworn testimony of a representative of the
143	254		Department, or statement of a district attorney representing the
144	255		Department, that immediate and reasonably foreseeable death or
145	256		serious physical harm to or financial exploitation of the vulnerable
146	257		adult will result, the court may waive prior notice and issue a
147	258		seventy-two-hour temporary guardianship and provide involuntary
148	259		protective services whether or not during regular courthouse
149	260		business hours. However, within twenty -four (24) hours of issuance
150	261		of the seventy-two-hour order, the vulnerable adult and the attorney
151	262		of the vulnerable adult, if known, shall be personally served with
152	263		written notice scheduling a hearing within seventy -two (72) hours.
153		-
154	264		2. If a hearing on the seventy -two-hour order is declined, or
155	265		upon conclusion of any such hearing, the court may terminate the
156	266		temporary guardianship and involuntary services or enter a temporary
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157	294		guardianship for up to thirty (30) additional calendar day s as
158	295		provided for in subsection G of this section.
159		-
160	296		E. 1. The vulnerable adult has a right to be present and
161	297		represented by counsel at any hearing authorized by this section.
162	298		If the vulnerable adult is indigent or, in the determination of the
163	299		court, lacks capacity to waive the right to counsel, the court shall
164	300		immediately appoint counsel who shall personally meet with the
165	301		vulnerable adult and attempt to discuss the petition or any pending
166	302		motion prior to any hearing.
167		-
168	303		2. If the vulnerable adult is not in attendance at a scheduled
169	304		hearing, the court shall make a special finding as to why the
170	305		vulnerable adult is unable to attend, and, upon the request of the
171	306		vulnerable adult or the attorney of the vulnerable adult, may
172	307		continue the hearing to allow the vulne rable adult to attend.
173		-
174	308		3. If the vulnerable adult is indigent, the cost of
175	309		representation by counsel shall be borne by court funds.
176		-
177		-
178		-	ENR. S. B. NO. 300 Page 5
179	310		4. If the vulnerable adult is not indigent, the court may order
180	311		costs of representation paid from the estate in the same m anner as
181	312		currently paid under the Oklahoma Guardianship and Conservatorship
182	313		Act.
183		-
184	314		F. 1. After a hearing on the petition, the court may:
185		-
186	315		a. appoint a temporary guardian and order involuntary
187	316		protective services including, but not limited to,
188	317		authorization for medical and/or psychological
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189	345		treatment and evaluations, and residential placement
190	346		subject to the provisions of subsection G of this
191	347		section,
192		-
193	348		b. issue an order freezing all assets of the vulnerable
194	349		adult, establish any new accounts necessary to pay the
195	350		daily living expenses of the vulnerable adult, and
196	351		order a full accounting and investigation of the
197	352		person alleged to be improperly managing the
198	353		vulnerable adult’s estate,
199		-
200	354		c. suspend or revoke powers of attorney or terminate a
201	355		guardianship or conservatorsh ip upon a finding that
202	356		the attorney-in-fact, guardian or conservator failed
203	357		to act appropriately on behalf of the vulnerable
204	358		adult, or
205		-
206	359		d. order any law enforcement agency to transport any
207	360		incapacitated person or vulnerable adult as necessary
208	361		for appropriate care, treatment and residential
209	362		placement. If such transportation is ordered,
210	363		reimbursement for expenses incurred from the
211	364		transportation of a vulnerable adult under the
212	365		Department’s temporary guardianship shall be paid as
213	366		provided for in Section 10 -107 of this title.
214		-
215	367		2. a. Except as otherwise provided by subparagraphs b and c
216	368		of this paragraph, the court appointing a temporary
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217	396		guardian and ordering involuntary protective services
218	397		shall not have authority to order the sale of the real
219	398		property of the vulnerable adult.
220		-
221		-
222		-	ENR. S. B. NO. 300 Page 6
223	399		b. If the Department of Human Services has been appointed
224	400		temporary guardian and the court issues an order for
225	401		the Department to continue as the temporary guardian
226	402		of the vulnerable adult beyond the one hundred eighty
227	403		(180) calendar days aut horized by this section because
228	404		there is no one willing and able to act as guardian
229	405		for the vulnerable adult, the Department, as temporary
230	406		guardian may, after one (1) year from its initial
231	407		appointment, sell the real property of a vulnerable
232	408		adult pursuant to the provisions of the Oklahoma
233	409		Guardianship and Conservatorship Act.
234		-
235	410		c. The Department, as temporary guardian of a vulnerable
236	411		adult, may also sell the real property of the
237	412		vulnerable adult pursuant to the provisions of the
238	413		Oklahoma Guardianship and Cons ervatorship Act prior to
239	414		the one-year requirement specified in subparagraph b
240	415		of this paragraph, if not selling the real property
241	416		would jeopardize the vulnerable adult ’s eligibility
242	417		for Medicaid. The fact that the vulnerable adult
243	418		would be in jeopardy for receipt of Medicaid if the
244	419		property was not sold shall be stated upon the court
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245	447		order directing the sale of the real property of the
246	448		vulnerable adult.
247		-
248	449		d. The court may issue an order authorizing the
249	450		Department to sell personal property of a vulnerable
250	451		adult when additional resources are required to pay
251	452		for necessary care for the vulnerable adult pursuant
252	453		to state law.
253		-
254	454		G. Whenever the court issues an order for involuntary
255	455		protective services, the court shall adhere to the following
256	456		limitations:
257		-
258	457		1. Only such protective services as are necessary to remove the
259	458		conditions creating the emergency shall be ordered, and the court
260	459		shall specifically designate the approved services in the order of
261	460		the court. When the conditions creating the emergency have been
262	461		removed, the court shall dismiss the temporary guardianship ordered
263	462		pursuant to this section ;
264		-
265		-
266		-	ENR. S. B. NO. 300 Page 7
267	463		2. The scope of service provided by the Department shall be
268	464		limited to protective services or the establishment of eligibility
269	465		for protective services for the person and estate. The Department
270	466		shall request dismissal of the temporary guardianship ordered
271	467		pursuant to this section when:
272		-
273	468		a. an appropriate level of care for the vulnerable adult
274	469		as determined by the Department has been established ,
	470	+	b. assets have been sec ured, if applicable, and
275	471
276		-	b. assets have been secured, if applicable, and
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278	498		c. a representative payee or trustee has been set for
279	499		financial management , if applicable;
280		-
281	500		3. Protective services authorized by an involuntary protective
282	501		services order shall not include a change of residence unless the
283	502		court specifically finds such action is necessary to remove the
284	503		conditions creating the emergency and gives specific approval for
285	504		such action in the order of the court. Emergency placement may be
286	505		made to such facilities as nursing homes, hospital rehabilitation
287	506		centers, assisted living centers, foster care and in -home
288	507		placements, or to other appropriate facilities for emergency care or
289	508		evaluation to determine the extent of a vulnerable adult ’s physical,
290	509		mental and functional limitations; provided, however, emergency
291	510		placement shall not be made or construed as an alternative to
292	511		emergency detention and protective custody as authorized under
293	512		Section 5-206 et seq. of this title or made or construed as an
294	513		alternative to involuntary commitment under Section 5 -410 et seq. of
295	514		this title when a vulnerable adult otherwise meets the criteria for
296	515		involuntary commitment. Services to such vulnerable adults shall be
297	516		provided in a manner that is appropriate for the adult ’s age and
298	517		condition and, except for facilities operated by the Department of
299	518		Mental Health and Substance Abuse Services or community -based
300	519		structured crisis centers under contract with the Department
301	520		pursuant to Section 3 -317 of this title, services provided to
302	521		vulnerable adults pursuant to this section shall be prov ided in a
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303	549		setting that is segregated from any patients or residents of a
304	550		facility who have been determined to be a danger to others; and
305		-
306	551		3. 4. Involuntary protective services may be provided for a
307	552		period not to exceed thirty (30) calendar days except as p rovided by
308	553		subsections L and M of this section.
309		-
310		-	ENR. S. B. NO. 300 Page 8
311		-
312	554		H. The court shall appoint the Department or an interested
313	555		person or organization as temporary guardian of the person with
314	556		responsibility for the welfare of such person and authority to give
315	557		consent on behalf of the person for the approved involuntary
316	558		protective services until the expiration of the order.
317		-
318	559		I. The issuance of an order for involuntary protective services
319	560		and the appointment of a temporary guardian shall not deprive the
320	561		vulnerable adult of any r ights except to the extent validly provided
321	562		for in the order or appointment.
322		-
323	563		J. 1. To enforce an order for involuntary protective services,
324	564		the court may authorize:
325		-
326	565		a. forcible entry of the premises of the vulnerable adult
327	566		to be protected for the purpose of rendering
328	567		protective services but only after a reasonable
329	568		showing to the court that good faith attempts to gain
330	569		voluntary access to the premises have failed and
331	570		forcible entry is necessary,
332	571
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333	598		b. the transporting of the vulnerable adult to another
334	599		location for the provision of involuntary services,
335	600		and
336		-
337	601		c. the eviction of persons who are in a position to
338	602		exploit the vulnerable adult from any property owned,
339	603		leased, or rented by the vulnerable adult and
340	604		restriction of those persons ’ further access to any
341	605		property of the vulnerable adult.
342		-
343	606		2. If forcible entry is authorized by the court, the order
344	607		shall include a directive that the Department ’s representative be
345	608		accompanied by a police officer or deputy sheriff in the county
346	609		where the vulnerable adult or prope rty of the vulnerable adult is
347	610		located, and the police officer or deputy sheriff shall make the
348	611		forcible entry.
349		-
350	612		K. The vulnerable adult, the temporary guardian, or any
351	613		interested person may petition the court to have the order to
352		-
353		-	ENR. S. B. NO. 300 Page 9
354	614		provide involuntary prote ctive services set aside or modified at any
355	615		time.
356		-
357	616		L. If the vulnerable adult continues to need involuntary
358	617		protective services after expiration of the thirty -day temporary
359	618		guardianship provided in subsection G of this section, the temporary
360	619		guardian shall immediately file a verified motion requesting the
361	620		court to, except as otherwise provided by subsection F of this
362	621		section, continue the temporary guardianship and involuntary
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363	649		protective services under this section for a period not to exceed
364	650		one hundred eighty (180) calendar days.
365		-
366	651		M. 1. Service of the verified motion shall be made in
367	652		conformity with subsection C of this section.
368		-
369	653		2. Upon filing such motion, the court shall order that a
370	654		physical, mental, and social evaluation of the vulnerable adult be
371	655		conducted by the Department and that a proposed plan of care be
372	656		submitted to the court within thirty (30) calendar days thereafter
373	657		reflecting the evaluation findings and recommended services.
374		-
375	658		3. Upon filing such motion, the prior temporary guardianship
376	659		shall remain in full force and effect pending a review hearing after
377	660		the thirty-day evaluation period. The caretaker, guardian or next -
378	661		of-kin of the vulnerable adult may request that the evaluation
379	662		period be shortened for good cause.
380		-
381	663		4. The evaluation shall in clude at least the following
382	664		information:
383		-
384	665		a. the address of the place where the person is residing
385	666		and the person or agency which is providing care,
386	667		treatment, or services at present,
387		-
388	668		b. a summary of the professional treatment and services
389	669		provided to the person by the Department or agency, if
390	670		any, in connection with the problem creating the need
391	671		for emergency protective services, and
392	672
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393	699		c. a medical and social evaluation , including, but not
394	700		limited to, the Department ’s assessment of the
395	701		person’s capacity to consent to services, a
396		-
397		-	ENR. S. B. NO. 300 Page 10
398	702		psychological or psychiatric evaluation and review if
399	703		the mental state of the person is in question, and any
400	704		recommendations for or against maintenance of partial
401	705		legal rights. The evaluation and review shall include
402	706		recommendations for placement based upon the best
403	707		interests of the vulnerable adult taking into
404	708		consideration the following:
405		-
406	709		(1) the least restrictive environment,
407		-
408	710		(2) the desires of the vulnerable adult and legal
409	711		guardian,
410		-
411	712		(3) the desires of the caretaker of the vulnerab le
412	713		adult and of any of the persons specified in
413	714		Section 3-110 of Title 30 of the Oklahoma
414	715		Statutes,
415		-
416	716		(4) the physical and mental health needs of the
417	717		vulnerable adult,
418		-
419	718		(5) the available programs and services, and
420		-
421	719		(6) the health, well-being and welfare of the
422	720		vulnerable adult and the public.
423		-
424	721		During the hearing to consider the motion to continue the
425	722		temporary guardianship of the vulnerable adult for up to one hundred
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426	750		eighty (180) calendar days, the court shall consider the
427	751		Department’s findings and proposed pla n of care and any other
428	752		evidence presented by the caretaker, guardian or other interested
429	753		persons. The court shall either terminate the temporary
430	754		guardianship and all involuntary services or continue the temporary
431	755		guardianship and specify any necessary se rvices to be provided by
432	756		the Department for a period not to exceed one hundred eighty (180)
433	757		calendar days. Provided, the court may continue the guardianship of
434	758		the Department, if there is no one willing and able to act as
435	759		guardian for the vulnerable adult .
436		-
437	760		N. Neither the Department nor any of its employees or any other
438	761		petitioner shall be liable for filing a petition pursuant to the
439		-
440		-	ENR. S. B. NO. 300 Page 11
441	762		Protective Services for Vulnerable Adults Act if the petition was
442	763		filed in good faith.
443		-
444	764		SECTION 2. This act shall become effective November 1, 2021.
445	765
446		-
447		-	ENR. S. B. NO. 300 Page 12
448		-	Passed the Senate the 9th day of March, 2021.
449		-
450		-
451		-
452		-	Presiding Officer of the Senate
453		-
454		-
455		-	Passed the House of Representatives the 13th day of April, 2021.
456		-
457		-
458		-
459		-	Presiding Officer of the House
460		-	of Representatives
461		-
462		-	OFFICE OF THE GOVERNOR
463		-	Received by the Office of the Governor this _______ _____________
464		-	day of _________________ __, 20_______, at _______ o'clock _______ M.
465		-	By: _______________________________ __
466		-	Approved by the Governor of the State of Oklahoma this _____ ____
467		-	day of _________________ __, 20_______, at _______ o'clock _______ M.
468		-
469		-	_________________________________
470		-	Governor of the State of Oklahoma
471		-
472		-
473		-	OFFICE OF THE SECRETARY OF STATE
474		-	Received by the Office of the Secretary of State this _______ ___
475		-	day of __________________, 20 _______, at _______ o'clock _______ M.
476		-	By: _______________________________ __
	766	+	COMMITTEE REPORT BY: COMMITTEE ON JUDICIARY - CIVIL, dated
	767	+	03/30/2021 - DO PASS.