81R28056 CLG-D By: Truitt H.B. No. 2260 Substitute the following for H.B. No. 2260: By: Madden C.S.H.B. No. 2260 A BILL TO BE ENTITLED AN ACT relating to a determination of whether a probate court of this state is a more appropriate forum than a court of another state with respect to guardianship proceedings involving adults. BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS: SECTION 1. Sections 894(a) and (d), Texas Probate Code, are amended to read as follows: (a) A court in which a guardianship proceeding is filed for a minor and in which venue of the proceeding is proper may delay further action in the proceeding in that court if: (1) another guardianship proceeding involving a matter at issue in the proceeding filed in the court is subsequently filed in a court in a foreign jurisdiction; and (2) venue of the proceeding in the foreign court is proper. (d) The court shall resume the guardianship proceeding involving a minor if the court determines that venue is more suitable in that court. If the court determines that venue is more suitable in the foreign court, the court shall, with the consent of the foreign court, transfer the proceeding to the foreign court. SECTION 2. Subpart G, Part 5, Chapter XIII, Texas Probate Code, is amended by adding Section 895 to read as follows: Sec. 895. DETERMINATION OF MOST APPROPRIATE FORUM FOR GUARDIANSHIP PROCEEDINGS FOR ADULTS. (a) This section applies only to a guardianship proceeding in which an order for the appointment of a guardian for an adult is sought or has been issued. (b) In this section, "incapacitated adult" means an adult ward or an adult for whom the appointment of a guardian is sought, as applicable. (c) A court of this state having jurisdiction under this chapter or venue under Section 610 of this code to appoint a guardian shall decline to exercise its jurisdiction if the court determines at any time that a court of another state is a more appropriate forum. (d) If a court of this state declines to exercise its jurisdiction under Subsection (c) of this section, the court shall either dismiss or stay the guardianship proceeding. The court may impose any condition the court considers just and proper, including the condition that a petition for the appointment of a guardian or issuance of a protective order be filed promptly in another state. (e) In determining whether it is an appropriate forum, a court of this state shall consider all relevant factors, including: (1) any expressed preference of the incapacitated adult; (2) whether abuse, neglect, or exploitation of the incapacitated adult has occurred or is likely to occur and which state could best protect the adult from the abuse, neglect, or exploitation; (3) the length of time the incapacitated adult was physically present in or was a legal resident of this or another state; (4) the distance of the incapacitated adult from the court in each state; (5) the financial circumstances of the incapacitated adult's estate; (6) the nature and location of the evidence; (7) the ability of the court in each state to decide the issue expeditiously and the procedures necessary to present evidence; (8) the familiarity of the court of each state with the facts and issues in the proceeding; and (9) if an appointment were made, the court's ability to monitor the conduct of the guardian of the person or estate, or both. (f) If at any time a court of this state determines that it acquired jurisdiction to appoint a guardian of the person or estate, or both, of an adult ward because of unjustifiable conduct, the court may: (1) decline to exercise jurisdiction; (2) exercise jurisdiction for the limited purpose of fashioning an appropriate remedy to ensure the health, safety, and welfare of the incapacitated adult or the protection of the incapacitated adult's property or prevent a repetition of the unjustifiable conduct, including staying the proceeding until a petition for the appointment of a guardian or issuance of a protective order is filed in a court of another state having jurisdiction; or (3) continue to exercise jurisdiction after considering: (A) the extent to which the incapacitated adult and all persons required to be notified of the proceedings have acquiesced in the exercise of the court's jurisdiction; (B) whether the court of this state is a more appropriate forum than the court of any other state under the factors set forth in Subsection (e) of this section; and (C) whether the court of any other state would have jurisdiction under the factual circumstances of the matter. (g) If a court of this state determines that it acquired jurisdiction to appoint a guardian of the person or estate, or both, of an adult ward because a party seeking to invoke its jurisdiction engaged in unjustifiable conduct, it may assess against that party necessary and reasonable expenses, including attorney's fees, investigative fees, court costs, communication expenses, witness fees and expenses, and travel expenses. The court may not assess fees, costs, or expenses of any kind against this state or a governmental subdivision, agency, or instrumentality of this state unless authorized by other law. SECTION 3. The changes in law made by this Act apply only to a guardianship proceeding filed on or after the effective date of this Act. A guardianship proceeding filed before the effective date of this Act is governed by the law in effect on the date the proceeding was filed, and the former law is continued in effect for that purpose. SECTION 4. This Act takes effect September 1, 2009.