Req. No. 5229 Page 1 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 STATE OF OKLAHOMA 1st Session of the 59th Legislature (2023) HOUSE BILL 1033 By: Lawson AS INTRODUCED An Act relating to children; amending 10 O.S. 2021, Section 7505-3.2, which relates to ado ption; modifying amount that may be expended under certain circumstances; and providing an effective date . BE IT ENACTED BY THE PEOPLE OF THE STATE OF OKLAHOMA: SECTION 1. AMENDATORY 10 O.S. 2021, Section 7505 -3.2, is amended to read as follows: Section 7505-3.2 A. 1. An affidavit shall b e attached to the petition for adoption, or may be filed after the filing of the petition for adoption, but prior to the final decree of adoption, which discloses to the court all of the costs, funds, or monies expended by the adoptive family or expected t o be expended in connection with the adoption of a minor. 2. No final decree of adoption shall be entered until the court is satisfied that all costs and expenses have been disclosed, are reasonable, and that the costs and expens es do not violate the provisions of subsection B of this section. Upon its review of the affidavit of monies expen ded, the court shall in writing disapprove Req. No. 5229 Page 2 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 any expenditure that the court deems unreasonable or in violation of Sections 865 through 870 of T itle 21 of the Oklahoma St atutes and, to the extent necessary to comply with Oklahoma law, shall order reimbursement of any consideration given in violation of Sec tions 865 through 870 of Title 21 of the Oklahoma Statutes. Payments made pursuant to this section shall not be a viol ation of Sections 865 through 870 of Title 21 of the Oklahoma Statutes. Court approval o f the affidavit of monies expended shall not exe mpt a person, attorney or licensed child-placing agency from prosecution if the information provided to the court is fr audulent or false. B. 1. Except as otherwise specifically provided by law, the following list of adoption-related costs and expenses sp ecified in this paragraph may be deemed proper items for a person to pay in connection with an adoption: a. reasonable attorney fees and court costs, b. reasonable medical expenses for birth mother and minor to be adopted, c. reasonable adoption counseling expenses for birth parents before and after the birth of the minor, not to exceed six (6) mo nths from placement of the minor, d. reasonable fees of a licensed child -placing agency, including social services staff fees provided by agency employees that inc lude: (1) casework services, Req. No. 5229 Page 3 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 (2) adoptive child and family studies, (3) placement services, (4) certification of agenc y facilities, (5) admission assessments, and (6) service planning, e. (1) reasonable and necessary living expenses of the birth mother that are incurred during the adoption planning process or during the pregnancy, not to exceed tw o (2) months after the birth of the minor or after the consent or relinquishment of the birth mother. Reasonable and necessary living expenses include but are no t limited to: (a) housing expenses, (b) utilities, such as electric, gas, water, or telephone bills, (c) food for the birth mother and any minor child of the birth mother residing in the home of the birth moth er, (d) travel expenses for transportation to support the pregnancy, such as gasoline, bus fares, or providing for the temporary use of a vehicle during the pregnancy , and Req. No. 5229 Page 4 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 (e) child care or foster care for any minor child of the birth mother associated wit h pregnancy-related medical care. (2) Reasonable and necessary living expenses shall not include: (a) any expenses met by existing resources of the birth mother, (b) any expenses used for the support of family members who are not minor children of the mother, (c) any expenses for recreational or leisur e activities, and (d) the purchase or gift of an automobile, f. reasonable expenses for a home study, g. reasonable and necessary costs associated with an international adoption, h. reasonable expenses legally required by any governmental entity related to the adoption of a minor, and i. a one-time gift to the birth mother from the prospective adoptive parents of no greate r value than One Hundred Dollars ($100.00). 2. In addition, all expenses approved by the court should be commensurate with other customa ry fees for similar services by Req. No. 5229 Page 5 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 persons of equivalent experience and training where the servic es are performed. Any services provided outside this state shall be allowed in an amount as if the services had be en performed within the State of Oklahoma. 3. The provisions of this subsection shall apply to living and transportation expenses incurred a fter the biological mothe r of the minor contacts the child -placing agency or attorney for adoption services. 4. The provisions of this subsection shall not prohi bit a court from extending any time period, or including any additional costs and expenses in connection with an adopti on other than those specified in this subsection based on unusual circumstances or need. If additional costs and expenses in connection with an adoption are approved by the court, the court shall specify in writing the unusual circumstances that justify t he approval. 5. Except as otherwise ordered by the court except for good cause shown, all payments made pursuant to this section shall b e paid directly to the third -party provider of services or goods. Any living expense paid on behalf of a birth mother in a domestic adoption which is not supported by an itemized receipt shall not be allowed for payment. If gift cards are issued to pay e xpenses, an itemized receipt verifying purchases shall be required for approval by the court. The accounting shall inc lude vouchers for all monies Req. No. 5229 Page 6 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 expended, copies of all checks written and receipts for all c ash payments attesting to the accuracy of the a ccounting. 6. No person, attorney or licensed child -placing agency shall have a financial int erest in a third-party provider of services or goods, without disclosing in an affidavit the financial interest to the court and the other parties to the adoption . C. Any person, attorney, or licensed child -placing agency desiring to pay living and transp ortation expenses on beha lf of a birth mother is authorized to expend an initial amount not to exceed One Thousand Dollars ($1,000.00) Three Thousand Five Hundred ($3,500.00) plus deposits for housing a nd utilities for such costs and expenses without first obtaining court approval as required by paragraph 1 of subsection D of this section. Any such costs and expenses shall be disclosed as is otherwise required by the Oklahoma Adoption Code. D. 1. Except for the amount authorized by subsection C of this section, the payment of any l iving or transportation expenses for benefit of the birth mother as authorized in subpa ragraph e of paragraph 1 of subsection B of this section shall be approved in advance by the court. 2. The person, attorney, or licensed chi ld-placing agency desiring to pay living or transportation expenses on behalf of a birth mother which exceed the am ount in subsection C of this section Req. No. 5229 Page 7 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 shall file a petition for an order approving payme nt of adoption- related expenses. 3. The petition for an order approving payment o f adoption- related expenses shall be filed in the district court where the adoption petition is to be filed, as provided in Section 7502 -1.2 of this title. 4. The petition shall be captioned: "In the matter of Baby (name)." The petition shall include a l isting of all anticipated living or transportation expenses to be paid on behalf of the birth mother for which court approval is being sought. If additional expenditures not previously authorized by the court are needed on behalf of the birth mother, an a mended petition may be filed with the court. 5. The petition shall be heard by the cou rt within ten (10) days of filing. The court clerk shall charge the same cost for a petition for payment of expenses as is charged for the f iling of an adoption petition. In the event an adoption petition is later filed in the same county, the adoption p etition shall be filed as an amended petition within the same case in which payment for expenses was approved and no additional court costs s hall be required. In the event a petition for preadoption termination of parental rights is later filed in the sam e county, the court clerk shall not assess an additional filing fee and may use the sam e case number as for the petition for adoption. Req. No. 5229 Page 8 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 6. Any order authorizing payment shall be attached to a petition for adoption. If no adoption petition is filed, the co urt shall retain jurisdiction to enter any orders deemed appropriate regarding the reimbursement of costs and expenses paid. If the child is placed for adoption outside the State of Oklahoma, any such order shall be submitted to the Interstate Compact of the Placement of Children and to the court in the other state where the petition for adoption is to be filed. E. 1. In addition to the adop tive family affidavit requir ement of subsection A of this section, a Disclosure Statement of Adoption - related Costs and Expenditures shall be prepared in writing by the person, attorney or child -placing agency in a direct-placement adoption. The Disclosur e Statement of Adoption -related Costs and Expenditures shall include a declaration of all fees, expenses, and costs charged or expected to be charged for the adoption including, but not limited to, the following: a. retainer fees, the hourly rate, and the number of hours billed for the adoption, b. any fee charged for preplacement or other home studies of any prospective birth parents, regardless of whether the home study was performed by an outside agency, c. any costs, fees or expenses or any other thing of value paid to or on behal f of the birth parents Req. No. 5229 Page 9 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 related to the adoption of a minor by any party other than the adoptive parents, and d. any other fees and expenses related to the adoption not otherwise specifically listed in this section. 2. The Disclosure Statement of Adoption -related Costs and Expenditures containing true and accurate information shall be filed before or when the final decree of adoption is ordered in each adoption of a minor in th is state. A statutory Disclosure Statement of Adoption-related Costs and Expendit ures is provided in Section 2 of this act. A copy of the statement shall be a public r ecord to be compiled and maintained by the court clerk and available for public inspection; provided, that any information identifying the pe rson, attorney or child-placing agency in the direct adoption shall be redacted from the document prior to filing w ith the court clerk and shall not be made public. In addition, the identity of the chi ld, the adoptive parents, and the birth parents shall be redacted from the document prior to filing with the court clerk and shall not be made public. SECTION 2. This act shall become effective November 1, 2023. 59-1-5229 CMA 12/28/22