Oklahoma 2024 Regular Session

Oklahoma Senate Bill SB1751 Compare Versions

Version 1 (Old)

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4		-	An Act
5		-	ENROLLED SENATE
	29	+	HOUSE OF REPRESENTATIVES - FLOOR VERSION
	30	+
	31	+	STATE OF OKLAHOMA
	32	+
	33	+	2nd Session of the 59th Legislature (2024)
	34	+
	35	+	ENGROSSED SENATE
6	36		BILL NO. 1751 By: Dossett of the Senate
7	37
8	38		and
9	39
10		-	Provenzano, Miller, Swope,
11		-	and Osburn of the House
	40	+	Provenzano of the House
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16	45		An Act relating to guardianship; amending 30 O.S.
17	46		2021, Section 1-114, which relates to powers of
18	47		court; authorizing court to require certain training;
19	48		amending 30 O.S. 2021, Sections 3 -104, 3-111, and 3-
20	49		112, which relate to appointment of guardian or
21	50		limited guardian; requiring verification of
22	51		completion of certain training to be submitted to
23	52		court; requiring completion of certain training prior
24	53		to appointment as guardian for certain persons;
25	54		authorizing certain waiver by court; requiring
26	55		Department of Human Services to maintain certain
27	56		list; updating statutor y language; updating statutory
28	57		references; and providing an effective date .
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34		-	SUBJECT: Guardianship
35		-
36	63		BE IT ENACTED BY THE PEO PLE OF THE STATE OF OKLAHOMA:
37		-
38	64		SECTION 1. AMENDATORY 30 O.S. 2021, Section 1 -114, is
39	65		amended to read as follows:
40		-
41	66		Section 1-114. A. In all cases the court making the
42	67		appointment of a guardian has exclusive jurisdiction to control such
43	68		guardian in the management and disposition of the person and
44	69		property of the ward.
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47		-	ENR. S. B. NO. 1751 Page 2
48	97		B. The court has jurisdiction over guardianship proceedings,
49	98		and has the following powers, which must be exercised in the manner
50	99		prescribed by statute, to:
51		-
52	100		1. Appoint and remove guardians for minors and for
53	101		incapacitated and partially incapacitated persons;
54		-
55	102		2. Compel any applicant for guardian for a proposed ward
56	103		diagnosed with a neurological condition such as Alzheimer’s disease,
57	104		dementia, or other similar developmen tal disability to complete
58	105		prerequisite training;
59		-
60	106		3. Issue and revoke letters of guardianship;
61		-
62	107		3. 4. Control the conduct of guardians with regard to the care
63	108		and treatment provided to their wards;
64		-
65	109		4. 5. Control the conduct of guardians with regard to th e
66	110		management of the financial resources of their wards, including but
67	111		not limited to the power to:
68		-
69	112		a. compel guardians to submit plans, reports, invent ories
70	113		and accountings to the court,
71		-
72	114		b. compel payment and delivery by guardians of property
73	115		belonging to their wards,
74		-
75	116		c. order the payment of debts, the sale of property, and
76	117		order and regulate the distribution of property which
77	118		has been placed under the c ontrol or management of a
78	119		guardian, and
79		-
80	120		d. settle the accounts of guardians ;
81	121
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82	148		5. 6. Appoint appraisers of the property of wards;
83		-
84	149		6. 7. Compel the attendance of witnesses and the production of
85	150		documents and property;
86		-
87	151		7. 8. After a petition has been filed for appointment of a
88	152		guardian for a minor, make or modify any temporary order of
89	153		guardianship during the progress of the proceedings that would be in
90		-
91		-	ENR. S. B. NO. 1751 Page 3
92	154		the best interest of the ward. Any such temporary order may be
93	155		entered ex parte with written notice sent to all parties directing
94	156		them to appear before the court, at a time and pla ce therein
95	157		specified, not more than twenty (20) days from the time of making
96	158		such order, to show cause why the order should not be granted for
97	159		temporary guardianship; and
98		-
99	160		8. 9. Exercise all powers conferred by the Oklahoma
100	161		Guardianship and Conservatorship Act, Section 1 -101 et seq. of this
101	162		title, and to make such orders as may be necessary for the exercise
102	163		of said such powers.
103		-
104	164		C. The chief judge of each district court shall establi sh by
105	165		court rule a system for:
106		-
107	166		1. The filing of guardianship and conservat orship cases and
108	167		records which distinguish them from probate cases; and
109		-
110	168		2. Monitoring the filing of annual reports and inventories
111	169		required by this title for the purpose of assurin g that the court
112	170		will be notified of annual reports as they fall due and whether or
113	171		not said such reports are filed.
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115	199		SECTION 2. AMENDATORY 30 O.S. 2021, Section 3 -104, is
116	200		amended to read as follows:
117		-
118	201		Section 3-104. A. The followi ng priorities shall guide the
119	202		selection by the court of a guardian or limit ed guardian of an
120	203		incapacitated or partially incapacitated person from among those
121	204		eligible:
122		-
123	205		1. The individual or individuals nominated by the subject of
124	206		the proceeding pursuant to Section 3-102 of this title;
125		-
126	207		2. The current guardian or limited guardian appointed or
127	208		recognized by the appropriate court of any other jurisdiction in
128	209		which the incapacitated or partially incapacitated person resides;
129		-
130	210		3. An individual nominated by the w ill or by other writing of a
131	211		deceased parent, spouse, or an adult child who was serving as the
132	212		guardian or limited guardian of the subject of the proceeding;
133		-
134		-
135		-	ENR. S. B. NO. 1751 Page 4
136	213		4. The spouse of the subject of the proceeding;
137		-
138	214		5. An adult child of the subject of the proceedi ng;
139		-
140	215		6. A parent of the subject of the proceeding;
141		-
142	216		7. A sibling of the subject of the proceeding;
143		-
144	217		8. Any individual approved by the court with whom the subject
145	218		of the proceeding has been living for more than six (6) months prior
146	219		to the filing of the peti tion. Provided, that any owner, operator,
147	220		administrator or employee of a f acility subject to the provisi ons of
148	221		the Nursing Home Care Act, the Residential Home Care Act or the
149	222		Group Homes for the Developmentally Disabled or Physically
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150	250		Handicapped Persons A ct Persons with Developmental or Physical
151	251		Disabilities Act shall not be appointed guardian or limited gua rdian
152	252		of a resident of such facility unless the owner, operator,
153	253		administrator or employee is the spouse of the resident, or a
154	254		relative of the resident within the second degree of consanguinity
155	255		and is otherwise eligible for ap pointment; or
156		-
157	256		9. If applicable, an individual volunteer qualified for
158	257		appointment as a guardian of a veteran pursuant to the Veterans
159	258		Volunteer Guardianship Act.
160		-
161	259		B. When the guardian or limited guardian of an incapacitated or
162	260		partially incapacitated person is the guardian of property only, the
163	261		court may appoint an organization which is eligible to manage the
164	262		financial resources of an individual and has fiduciary powers, or
165	263		its successor in interest, when:
166		-
167	264		1. Such organization is nominated by the subject of the
168	265		proceeding pursuant to Section 3-102 of this title;
169		-
170	266		2. Such organization is nominated by a person eligible to make
171	267		such nomination pursuant to Section 3 -103 of this title; o r
172		-
173	268		3. The appointment of such organization is in the best interest
174	269		of the subject of the proceeding.
175		-
176	270		C. The court shall make reasonable inquiry to determine whether
177	271		the person or organization proposed to serve as the guardian or
178		-
179		-	ENR. S. B. NO. 1751 Page 5
180	272		limited guardian of an inc apacitated or partially incapacitated
181	273		person is suitable and will exercise the powers and carry out the
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182	301		duties and responsibilities of guardian or limited guardian in the
183	302		best interest of the ward. For any guardianship for which the court
184	303		orders completion of training pursuant to paragraph 2 of subsection
185	304		B of Section 1-114 of this title, the court shall require
186	305		verification or attestation of completion of prerequisite training
187	306		specific to the needs of the ward to be filed in the case or
188	307		submitted to the court prior to appointment of the guardian, unless
189	308		waived by the court. The court shall also inquire of t he proposed
190	309		guardian of the person of the ward as to how the guardian proposes
191	310		to provide for the care of the ward, and of the proposed guardian of
192	311		the estate of the ward as to how the guardian proposes to manage the
193	312		property of the ward and to provide for the ward’s financial care.
194	313		The court shall make such orders with respect thereto as the court
195	314		deems to be for the best interest of the ward.
196		-
197	315		D. A public agency shall not be appointed to serve as guardian
198	316		for an adult except as provided in Section 1415 o f Title 10 and
199	317		Section 10-108 of Title 43A of the Oklahoma Statutes.
200		-
201	318		SECTION 3. AMENDATORY 30 O.S. 2021, Section 3 -111, is
202	319		amended to read as follows:
203		-
204	320		Section 3-111. A. At the hearing on the petition the court
205	321		shall determine whether or not it is necessary to appoint a guardian
206	322		of the person, property or both. If a guardian is needed, the court
207	323		shall determine:
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209	351		1. When a general or limited guardian of the person of the
210	352		subject of the proceeding is requested, the essential requi rements
211	353		for the health and safety of the subject of the proceeding and the
212	354		skills and knowledge necessary to meet those requirements;
213		-
214	355		2. When a general or limited guardian of the property of the
215	356		subject of the proceeding is requested, the type and amount of the
216	357		financial resources of the subject of the proceeding, the essential
217	358		requirements for managing the financial resources and the skills and
218	359		knowledge necessary to manage the financial resources;
219		-
220	360		3. The nature and extent o f the incapacity of the subjec t of
221	361		the proceeding, if any; and
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223		-	ENR. S. B. NO. 1751 Page 6
224		-
225	362		4. Whether by clear and convincing evidence the subject of the
226	363		proceeding is an incapacitated or partially incapacita ted person.
227		-
228	364		B. If after a full hearing and examination upon such petition,
229	365		the court finds by clear and convincing evidence that the subject of
230	366		the proceeding is an incapacitated or partially incapacitated
231	367		person, the court shall determine the extent of t he incapacity and
232	368		the feasibility of less restrictive alternatives to guard ianship to
233	369		meet the needs of the subject of the proceeding. Upon such
234	370		determination, the court may:
235		-
236	371		1. Dismiss the action if the court finds that less restrictive
237	372		alternatives to guardianship are feasible and adequate to meet the
238	373		needs of the subject of the proceeding; or
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240	401		2. Appoint a guardian or limited guardian who has completed any
241	402		prerequisite training specific to the needs of the ward ordered
242	403		pursuant to paragraph 2 of subsec tion B of Section 1-114 of this
243	404		title, unless waived by the court . An order making such an
244	405		appointment shall include a specific finding that it was established
245	406		by clear and convincing evidence that the identified needs of the
246	407		subject of the proceeding req uire a guardianship instead of less
247	408		restrictive alternatives.
248		-
249	409		C. Guardianship for an incapacitated perso n shall be:
250		-
251	410		1. Used only as is necessary to promote and protect the well -
252	411		being of the person and his or her property;
253		-
254	412		2. Designed to encourage the de velopment of maximum self -
255	413		reliance and independence of the person; and
256		-
257	414		3. Ordered only to the extent req uired by the actual mental,
258	415		physical and adaptive limitations of the person.
259		-
260	416		SECTION 4. AMENDATORY 30 O.S. 2021, Section 3 -112, is
261	417		amended to read as follows:
262		-
263	418		Section 3-112. A. Whenever the court finds the subject of the
264	419		proceeding to be an incapacitated person the court shall appoint:
265		-
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268	420		1. A general guardian of the person; and
269		-
270	421		2. As the court determines to be necessary and ap propriate, a
271	422		guardian of the property of the ward.
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272	449
273	450		B. Whenever the court f inds the subject of the procee ding to be
274	451		a partially incapacitated person the court shall appoint, as
275	452		necessary and appropriate for said the person:
276		-
277	453		1. A limited guardian of the pe rson; or
278		-
279	454		2. A general or a limited guardian of the property of said the
280	455		person; or
281		-
282	456		3. A limited guardia n of the person and a general or limited
283	457		guardian of the property of said the person.
284		-
285	458		C. The court may appoint the same or separate persons to serve
286	459		as guardian or limited guardian of the person and guardian or
287	460		limited guardian of the property of a ward.
288		-
289	461		D. Unless waived by the court, any person who is to serve as a
290	462		guardian or limited guardian of the person or the property of a ward
291	463		whom the court finds to be an incapacitated or partially
292	464		incapacitated adult due to a diagnosed neurological condition such
293	465		as Alzheimer’s disease, dementia, or other similar developmental
294	466		disability shall submit verification or attestation of completion of
295	467		prerequisite training. Such training shall be specific to assisting
296	468		persons with Alzheimer ’s disease, dementia, or simil ar neurological
297	469		conditions including but not limited to understanding Alzheimer ’s
298	470		disease, communication techniques, and resources available for care
299	471		if the ward is over sixty (60) years of age, or earlier if the
300	472		person is diagnosed with such a condition.
301	473
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302	500		E. A list of approved training programs shall be maintained by
303	501		the Department of Human Services. Programs not included on the list
304	502		must be submitted for approval to the Department prior to
305	503		guardianship determination.
306		-
307	504		SECTION 5. This act shall become effective November 1, 2024.
308	505
309		-
310		-	ENR. S. B. NO. 1751 Page 8
311		-	Passed the Senate the 5th day of March, 2024.
312		-
313		-
314		-
315		-	Presiding Officer of the Senate
316		-
317		-
318		-	Passed the House of Representatives the 16th day of April, 2024.
319		-
320		-
321		-
322		-	Presiding Officer of the House
323		-	of Representatives
324		-
325		-	OFFICE OF THE GOVERNOR
326		-	Received by the Office of the Governor this _______ _____________
327		-	day of _________________ __, 20_______, at _______ o'clock ______ _ M.
328		-	By: _________________________________
329		-	Approved by the Governor of the State of Oklahoma this _______ __
330		-	day of _________________ __, 20_______, at _______ o'clock _______ M.
331		-
332		-	_________________________________
333		-	Governor of the State of Oklahoma
334		-
335		-
336		-	OFFICE OF THE SECRETARY OF STATE
337		-	Received by the Office of the Secretary of State this _______ ___
338		-	day of _________________ _, 20 _______, at _______ o'clock _______ M.
339		-	By: _________________________________
	506	+	COMMITTEE REPORT BY: COMMITTEE ON JUDICIARY - CIVIL, dated
	507	+	04/04/2024 - DO PASS.