Texas 2009 - 81st Regular

Texas Senate Bill SB683 Latest Draft

Bill / Enrolled Version Filed 02/01/2025

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                            S.B. No. 683


 AN ACT
 relating to the employment, powers, and duties of and procedures
 for matters referred to a statutory probate court judge or
 associate judge.
 BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS:
 SECTION 1. Subsections (d) and (h), Section 25.0022,
 Government Code, are amended to read as follows:
 (d) The presiding judge shall:
 (1) ensure the promulgation of local rules of
 administration in accordance with policies and guidelines set by
 the supreme court;
 (2) advise local statutory probate court judges on
 case flow management practices and auxiliary court services;
 (3) perform a duty of a local administrative statutory
 probate court judge if the local administrative judge does not
 perform that duty;
 (4) appoint an assistant presiding judge of the
 statutory probate courts;
 (5) call and preside over annual meetings of the
 judges of the statutory probate courts at a time and place in the
 state as designated by the presiding judge;
 (6) call and convene other meetings of the judges of
 the statutory probate courts as considered necessary by the
 presiding judge to promote the orderly and efficient administration
 of justice in the statutory probate courts;
 (7) study available statistics reflecting the
 condition of the dockets of the probate courts in the state to
 determine the need for the assignment of judges under this section;
 [and]
 (8) compare local rules of court to achieve uniformity
 of rules to the extent practical and consistent with local
 conditions; and
 (9)  assign a judge or former or retired judge of a
 statutory probate court to hear a case under the circumstances
 described by Section 25.002201(b).
 (h) Subject to Section 25.002201, a [A] judge or a former or
 retired judge of a statutory probate court may be assigned by the
 presiding judge of the statutory probate courts to hold court in a
 statutory probate court, a county court, or any statutory court
 exercising probate jurisdiction when:
 (1) a statutory probate judge requests assignment of
 another judge to the judge's court;
 (2) a statutory probate judge is absent, disabled, or
 disqualified for any reason;
 (3) a statutory probate judge is present or is trying
 cases as authorized by the constitution and laws of this state and
 the condition of the court's docket makes it necessary to appoint an
 additional judge;
 (4) the office of a statutory probate judge is vacant;
 (5) the presiding judge of an administrative judicial
 district requests the assignment of a statutory probate judge to
 hear a probate matter in a county court or statutory county court;
 (6) the presiding judge of the administrative judicial
 district fails to timely assign a judge to replace a recused or
 disqualified statutory probate court judge as described by Section
 25.002201(b) [a motion to recuse the judge of a statutory probate
 court has been filed];
 (7) a county court judge requests the assignment of a
 statutory probate judge to hear a probate matter in the county
 court; or
 (8) a local administrative statutory probate court
 judge requests the assignment of a statutory probate judge to hear a
 matter in a statutory probate court.
 SECTION 2. Subchapter B, Chapter 25, Government Code, is
 amended by adding Section 25.002201 to read as follows:
 Sec. 25.002201.  ASSIGNMENT OF JUDGE ON RECUSAL OR
 DISQUALIFICATION. (a)  Not later than the 15th day after the date
 an order of recusal or disqualification of a statutory probate
 court judge is issued in a case, the presiding judge of the
 administrative judicial district shall assign a statutory probate
 court judge or a former or retired judge of a statutory probate
 court to hear the case if:
 (1)  the judge of the statutory probate court recused
 himself or herself under Section 25.00255(g)(1)(A);
 (2)  the judge of the statutory probate court
 disqualified himself or herself under Section 25.00255(g-1);
 (3)  the order was issued under Section
 25.00255(i-3)(1); or
 (4)  the presiding judge of the administrative judicial
 district receives notice and a request for assignment from the
 clerk of the statutory probate court under Section 25.00255(l).
 (b)  If the presiding judge of an administrative judicial
 district does not assign a judge under Subsection (a) within the
 time prescribed by that subsection, the presiding judge of the
 statutory probate courts may assign a judge to hear the case instead
 of the presiding judge of the administrative judicial district
 making the assignment under that subsection.
 (c)  The provisions of Section 25.0022 applicable to a judge
 assigned under that section apply to the same extent to a judge
 assigned under the authority of this section.
 SECTION 3. Section 25.00255, Government Code, is amended by
 amending Subsections (f), (g), (h), and (i) and adding Subsections
 (g-1), (i-1), (i-2), (i-3), (i-4), (i-5), (l), and (m) to read as
 follows:
 (f) Before further proceedings in a case in which a motion
 for the recusal or disqualification of a judge has been filed, the
 judge shall:
 (1) recuse or disqualify himself or herself; or
 (2) request the assignment of a judge to hear the
 motion by forwarding the motion and opposing and concurring
 statements to the presiding judge of the statutory probate courts
 as provided by Subsection (h).
 (g) A judge who recuses himself or herself:
 (1) shall enter an order of recusal and:
 (A)  if the judge serves a statutory probate court
 located in a county with only one statutory probate court, request
 that the presiding judge of the administrative judicial district
 assign [statutory probate courts request the assignment of] a judge
 under Section 25.002201 to hear the case; or
 (B)  subject to Subsection (l), if the judge
 serves a statutory probate court located in a county with more than
 one statutory probate court, request that the clerk who serves the
 statutory probate courts in that county randomly reassign the case
 to a judge of one of the other statutory probate courts located in
 the county [motion for recusal or disqualification as provided by
 Subsection (i)]; and
 (2) may not take other action in the case except for
 good cause stated in the order in which the action is taken.
 (g-1) A judge who disqualifies himself or herself:
 (1)  shall enter an order of disqualification and
 request that the presiding judge of the administrative judicial
 district assign a judge under Section 25.002201 to hear the case;
 and
 (2) may not take other action in the case.
 (h) A judge who does not recuse or disqualify himself or
 herself:
 (1) shall forward to the presiding judge of the
 statutory probate courts, in either original form or certified
 copy, an order of referral, the motion for recusal or
 disqualification, and all opposing and concurring statements; and
 (2) may not take other action in the case during the
 time after the filing of the motion for recusal or disqualification
 and before a hearing on the motion, except for good cause stated in
 the order in which the action is taken.
 (i) After receiving a request under Subsection [(g) or] (h),
 the presiding judge of the statutory probate courts shall
 immediately forward the request to the presiding judge of the
 administrative judicial district and request that the presiding
 judge of the administrative judicial district assign a judge to
 hear the motion for recusal or disqualification. Not later than the
 15th day after the date [On receipt of the request,] the presiding
 judge of the administrative judicial district receives the request,
 the presiding judge shall:
 (1) [immediately] set a hearing before himself or
 herself or a judge designated by the presiding judge, except that
 the presiding judge may not designate a judge of a statutory probate
 court in the same county as the statutory probate court served by
 the judge who is the subject of the motion;
 (2) cause notice of the hearing to be given to all
 parties or their counsel to the case; and
 (3) make other orders, including orders for interim or
 ancillary relief, in the pending case.
 (i-1)  If the presiding judge of the administrative judicial
 district does not assign a judge to hear a motion for recusal or
 disqualification within the time prescribed by Subsection (i), the
 presiding judge of the statutory probate courts may assign a judge
 to hear the motion and take other action under that subsection.
 (i-2)  A judge who hears a motion for recusal or
 disqualification under Subsection (i) or (i-1) may also hear any
 amended or supplemented motion for recusal or disqualification
 filed in the case.
 (i-3)  If a motion for recusal or disqualification is granted
 after a hearing conducted as provided by Subsection (i) or (i-1),
 the judge who heard the motion shall:
 (1)  if the judge subject to recusal or
 disqualification serves a statutory probate court located in a
 county with only one statutory probate court, enter an order of
 recusal or disqualification, as appropriate, and request that the
 presiding judge of the administrative judicial district assign a
 judge under Section 25.002201 to hear the case; or
 (2)  subject to Subsection (l), if the judge subject to
 recusal or disqualification serves a statutory probate court
 located in a county with more than one statutory probate court,
 enter an order of recusal or disqualification, as appropriate, and
 request that the clerk who serves the statutory probate courts in
 that county randomly reassign the case to a judge of one of the
 other statutory probate courts located in the county.
 (i-4)  The presiding judge of an administrative judicial
 district may delegate the judge's authority to make orders of
 interim or ancillary relief under Subsection (i)(3) to the
 presiding judge of the statutory probate courts.
 (i-5)  A judge assigned to hear a motion for recusal or
 disqualification under Subsection (i) is entitled to receive the
 same salary, compensation, and expenses, and to be paid in the same
 manner and from the same fund, as a judge otherwise assigned under
 Section 25.0022, except that a judge assigned under Subsection (i)
 shall provide the information required by Section 25.0022(l) to the
 presiding judge of the administrative judicial district, who shall
 immediately forward the information to the presiding judge of the
 statutory probate courts.
 (l)  If a clerk of a statutory probate court is unable to
 reassign a case as requested under Subsection (g)(1)(B) or (i-3)(2)
 because the other statutory probate court judges in the county have
 been recused or disqualified or are otherwise unavailable to hear
 the case, the clerk shall immediately notify the presiding judge of
 the administrative judicial district and request that the presiding
 judge of the administrative judicial district assign a judge under
 Section 25.002201 to hear the case.
 (m)  The clerk of a statutory probate court shall immediately
 notify and provide to the presiding judge of the statutory probate
 courts a copy of an order of recusal or disqualification issued with
 respect to the judge of the statutory probate court.
 SECTION 4. Section 54.604, Government Code, is amended by
 amending Subsection (d) and adding Subsections (e), (f), (g), and
 (h) to read as follows:
 (d) The appointment of the associate judge terminates if:
 (1) [the appointing judge vacates the judge's office;
 [(2)] the associate judge becomes a candidate for
 election to public office; or
 (2) [(3)] the commissioners court does not
 appropriate funds in the county's budget to pay the salary of the
 associate judge.
 (e)  If an associate judge serves a single court and the
 appointing judge vacates the judge's office, the associate judge's
 employment continues, subject to Subsections (d) and (h), unless
 the successor appointed or elected judge terminates that
 employment.
 (f)  If an associate judge serves two courts and one of the
 appointing judges vacates the judge's office, the associate judge's
 employment continues, subject to Subsections (d) and (h), unless
 the successor appointed or elected judge terminates that employment
 or the judge of the other court served by the associate judge
 terminates that employment as provided by Subsection (c).
 (g)  If an associate judge serves more than two courts and an
 appointing judge vacates the judge's office, the associate judge's
 employment continues, subject to Subsections (d) and (h), unless:
 (1)  if no successor judge has been elected or
 appointed, the majority of the judges of the other courts the
 associate judge serves vote to terminate that employment; or
 (2)  if a successor judge has been elected or
 appointed, the majority of the judges of the courts the associate
 judge serves, including the successor judge, vote to terminate that
 employment as provided by Subsection (b).
 (h)  Notwithstanding the powers of an associate judge
 provided by Section 54.610, an associate judge whose employment
 continues as provided by Subsection (e), (f), or (g) after the judge
 of a court served by the associate judge vacates the judge's office
 may perform administrative functions with respect to that court,
 but may not perform any judicial function, including any power
 prescribed by Section 54.610, with respect to that court until a
 successor judge is appointed or elected.
 SECTION 5. Section 54.610, Government Code, is amended to
 read as follows:
 Sec. 54.610. POWERS OF ASSOCIATE JUDGE. (a) Except as
 limited by an order of referral, an associate judge may:
 (1) conduct a hearing;
 (2) hear evidence;
 (3) compel production of relevant evidence;
 (4) rule on the admissibility of evidence;
 (5) issue a summons for the appearance of witnesses;
 (6) examine a witness;
 (7) swear a witness for a hearing;
 (8) make findings of fact on evidence;
 (9) formulate conclusions of law;
 (10) recommend an order to be rendered in a case;
 (11) regulate all proceedings in a hearing before the
 associate judge; [and]
 (12) take action as necessary and proper for the
 efficient performance of the associate judge's duties;
 (13)  order the attachment of a witness or party who
 fails to obey a subpoena;
 (14)  order the detention of a witness or party found
 guilty of contempt, pending approval by the referring court as
 provided by Section 54.616;
 (15)  without prejudice to the right to a de novo
 hearing under Section 54.618, render and sign:
 (A)  a final order agreed to in writing as to both
 form and substance by all parties;
 (B) a final default order;
 (C) a temporary order;
 (D)  a final order in a case in which a party files
 an unrevoked waiver made in accordance with Rule 119, Texas Rules of
 Civil Procedure, that waives notice to the party of the final
 hearing or waives the party's appearance at the final hearing;
 (E)  an order specifying that the court clerk
 shall issue:
 (i)  letters testamentary or of
 administration; or
 (ii) letters of guardianship; or
 (F)  an order for inpatient or outpatient mental
 health, mental retardation, or chemical dependency services; and
 (16)  sign a final order that includes a waiver of the
 right to a de novo hearing in accordance with Section 54.618.
 (b)  An associate judge may, in the interest of justice,
 refer a case back to the referring court regardless of whether a
 timely objection to the associate judge hearing the trial on the
 merits or presiding at a jury trial has been made by any party.
 (c)  An order described by Subsection (a)(15) that is
 rendered and signed by an associate judge constitutes an order of
 the referring court. The judge of the referring court shall sign
 the order not later than the 30th day after the date the associate
 judge signs the order.
 (d)  An answer filed by or on behalf of a party who previously
 filed a waiver described in Subsection (a)(15)(D) revokes that
 waiver.
 SECTION 6. Section 54.612, Government Code, is amended by
 amending Subsections (a), (b), and (c) and adding Subsection (e) to
 read as follows:
 (a) A court reporter may be provided [is not required]
 during a hearing held by an associate judge appointed under this
 subchapter unless required by other law. A court reporter is
 required to be provided when the associate judge presides over a
 jury trial.
 (b) A party, the associate judge, or the referring court may
 provide for a reporter during the hearing, if one is not otherwise
 provided.
 (c) Except as provided by Subsection (a), in the absence of
 a court reporter or on agreement of the parties, the [The] record
 [of a hearing before an associate judge] may be preserved by any
 means approved by the referring court.
 (e)  On a request for a de novo hearing, the referring court
 may consider testimony or other evidence in the record, if the
 record is taken by a court reporter, in addition to witnesses or
 other matters presented under Section 54.618.
 SECTION 7. Section 54.614, Government Code, is amended to
 read as follows:
 Sec. 54.614. REPORT. (a) The associate judge's report may
 contain the associate judge's findings, conclusions, or
 recommendations. The associate judge shall prepare a written
 report in the form directed by the referring court, including in the
 form of:
 (1) [. The form may be] a notation on the referring
 court's docket sheet; or
 (2) a proposed order.
 (b) After a hearing, the associate judge shall provide the
 parties participating in the hearing notice of the substance of the
 associate judge's report, including any proposed order.
 (c) Notice may be given to the parties:
 (1) in open court, by an oral statement or a copy of
 the associate judge's written report; [or]
 (2) by certified mail, return receipt requested; or
 (3) by facsimile transmission.
 (d) There is a rebuttable presumption that notice is
 received [The associate judge shall certify the date of mailing of
 notice by certified mail. Notice is considered given] on the [third
 day after the] date stated on:
 (1)  the signed return receipt, if notice was provided
 by certified mail; or
 (2)  the confirmation page produced by the facsimile
 machine, if notice was provided by facsimile transmission [of
 mailing].
 (e) After a hearing conducted by an associate judge, the
 associate judge shall send the associate judge's signed and dated
 report, including any proposed order, and all other papers relating
 to the case to the referring court.
 SECTION 8. The heading to Section 54.615, Government Code,
 is amended to read as follows:
 Sec. 54.615. NOTICE OF RIGHT TO DE NOVO HEARING BEFORE
 REFERRING COURT [APPEAL].
 SECTION 9. Subsection (a), Section 54.615, Government Code,
 is amended to read as follows:
 (a) An associate judge shall give all parties notice of the
 right to a de novo hearing before [of appeal to the judge of] the
 referring court.
 SECTION 10. Section 54.616, Government Code, is amended to
 read as follows:
 Sec. 54.616. ORDER OF COURT. (a) Pending a de novo hearing
 before [appeal of the associate judge's report to] the referring
 court, a proposed order or judgment [the decisions and
 recommendations] of the associate judge has [judge's report have]
 the force and effect, and is [are] enforceable as, an order or
 judgment of the referring court, except for an order [orders]
 providing for [incarceration or for] the appointment of a receiver.
 (b) Except as provided by Section 54.610(c), if a request
 for a de novo hearing before [If an appeal to] the referring court
 is not timely filed or the right to a de novo hearing before [an
 appeal to] the referring court is waived, the proposed order or
 judgment [findings and recommendations] of the associate judge
 becomes [become] the order or judgment of the referring court at the
 time the judge of the referring court signs the proposed [an] order
 or judgment [conforming to the associate judge's report].
 SECTION 11. Section 54.617, Government Code, is amended to
 read as follows:
 Sec. 54.617. JUDICIAL ACTION ON ASSOCIATE JUDGE'S PROPOSED
 ORDER OR JUDGMENT [REPORT]. (a) Unless a party files a written
 request for a de novo hearing before the referring court [notice of
 appeal], the referring court may:
 (1) adopt, modify, or reject the associate judge's
 proposed order or judgment [report];
 (2) hear further evidence; or
 (3) recommit the matter to the associate judge for
 further proceedings.
 (b)  The judge of the referring court shall sign a proposed
 order or judgment the court adopts as provided by Subsection (a)(1)
 not later than the 30th day after the date the associate judge
 signed the order or judgment.
 SECTION 12. Section 54.618, Government Code, is amended to
 read as follows:
 Sec. 54.618. DE NOVO HEARING BEFORE [APPEAL TO] REFERRING
 COURT. (a) A party may request a de novo hearing before the
 referring court [appeal an associate judge's report] by filing with
 the clerk of the referring court a written request [notice of
 appeal] not later than the seventh working [third] day after the
 date the party receives notice of the substance of the associate
 judge's report as provided by Section 54.614.
 (b) A request for a de novo hearing under this section must
 specify the issues that will be presented [An appeal] to the
 referring court [must be made in writing and specify the findings
 and conclusions of the associate judge to which the party objects.
 The appeal is limited to the findings and conclusions specified in
 the written appeal].
 (c) In the de novo hearing before the referring court, the
 [The] parties may present witnesses [on appeal to the referring
 court as in a hearing de novo] on the issues specified [raised] in
 the request for hearing [appeal]. The referring court may also
 consider the record from the hearing before the associate judge,
 including the charge to and verdict returned by a jury, if the
 record was taken by a court reporter.
 (d) Notice of a request for a de novo hearing before [an
 appeal to] the referring court must be given to the opposing
 attorney in the manner provided by Rule 21a, Texas Rules of Civil
 Procedure.
 (e) If a request for a de novo hearing before [an appeal to]
 the referring court is filed by a party, any other party may file a
 request for a de novo hearing before [an appeal to] the referring
 court not later than the seventh day after the date of filing of the
 initial request [appeal].
 (f) The referring court, after notice to the parties, shall
 hold a de novo hearing [on all appeals] not later than the 30th day
 after the date on which the initial request for a de novo hearing
 [appeal] was filed with the clerk of the referring court, unless all
 of the parties agree to a later date.
 (g) Before the start of a hearing conducted by an associate
 judge, the parties may waive the right of a de novo hearing before
 [appeal to] the referring court. The waiver may be in writing or on
 the record.
 (h)  The denial of relief to a party after a de novo hearing
 under this section or a party's waiver of the right to a de novo
 hearing before the referring court does not affect the right of a
 party to file a motion for new trial, motion for judgment
 notwithstanding the verdict, or other post-trial motion.
 (i)  A party may not demand a second jury in a de novo hearing
 before the referring court if the associate judge's proposed order
 or judgment resulted from a jury trial.
 SECTION 13. Section 54.619, Government Code, is amended to
 read as follows:
 Sec. 54.619. APPELLATE REVIEW. (a) A party's failure to
 request a de novo hearing before [Failure to appeal to] the
 referring court or a party's waiver of the right to request a de
 novo hearing before[, by waiver or otherwise, the approval by] the
 referring court [of an associate judge's report] does not deprive
 the [a] party of the right to appeal to or request other relief from
 a court of appeals or the supreme court.
 (b) Except as provided by Subsection (c), the [The] date the
 judge of a referring court signs an order or judgment is the
 controlling date for the purposes of appeal to or request for other
 relief from a court of appeals or the supreme court.
 (c)  The date an order described by Section 54.610(a)(15) is
 signed by an associate judge is the controlling date for the purpose
 of an appeal to, or a request for other relief relating to the order
 from, a court of appeals or the supreme court.
 SECTION 14. The changes in law made by this Act to Chapter
 54, Government Code, apply to a matter referred to a statutory
 probate court associate judge on or after the effective date of this
 Act. A matter referred to a statutory probate court associate judge
 before the effective date of this Act is governed by the law in
 effect on the date the matter was referred to the associate judge,
 and the former law is continued in effect for that purpose.
 SECTION 15. This Act takes effect September 1, 2009.
 ______________________________ ______________________________
 President of the Senate Speaker of the House
 I hereby certify that S.B. No. 683 passed the Senate on
 March 19, 2009, by the following vote: Yeas 31, Nays 0; and that
 the Senate concurred in House amendments on May 30, 2009, by the
 following vote: Yeas 31, Nays 0.
 ______________________________
 Secretary of the Senate
 I hereby certify that S.B. No. 683 passed the House, with
 amendments, on May 27, 2009, by the following vote: Yeas 148,
 Nays 0, one present not voting.
 ______________________________
 Chief Clerk of the House
 Approved:
 ______________________________
 Date
 ______________________________
 Governor