1 | 1 | | 84R911 CLG-F |
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2 | 2 | | By: Rodriguez of Bexar, et al. H.B. No. 2998 |
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3 | 3 | | |
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4 | 4 | | |
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5 | 5 | | A BILL TO BE ENTITLED |
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6 | 6 | | AN ACT |
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7 | 7 | | relating to adoption of the Uniform Adult Guardianship and |
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8 | 8 | | Protective Proceedings Jurisdiction Act. |
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9 | 9 | | BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS: |
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10 | 10 | | SECTION 1. Subtitle G, Title 3, Estates Code, is amended by |
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11 | 11 | | adding Chapter 1254 to read as follows: |
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12 | 12 | | CHAPTER 1254. UNIFORM ADULT GUARDIANSHIP AND PROTECTIVE |
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13 | 13 | | PROCEEDINGS JURISDICTION ACT |
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14 | 14 | | SUBCHAPTER A. GENERAL PROVISIONS |
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15 | 15 | | Sec. 1254.001. SHORT TITLE. This chapter may be cited as |
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16 | 16 | | the Uniform Adult Guardianship and Protective Proceedings |
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17 | 17 | | Jurisdiction Act. |
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18 | 18 | | Sec. 1254.002. DEFINITIONS. In this chapter: |
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19 | 19 | | (1) "Adult" means an individual who is 18 years of age |
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20 | 20 | | or older. |
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21 | 21 | | (2) "Conservator" means a person appointed by the |
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22 | 22 | | court of another state to administer the property of an adult. |
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23 | 23 | | (3) "Guardian" means: |
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24 | 24 | | (A) if used in reference to a guardianship in |
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25 | 25 | | this state, a person appointed by the court to make decisions |
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26 | 26 | | regarding the person of an adult or to administer the property of an |
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27 | 27 | | adult. The term includes: |
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28 | 28 | | (i) a person appointed guardian of the |
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29 | 29 | | person of an adult ward under Chapter 1101; |
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30 | 30 | | (ii) a person appointed guardian of the |
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31 | 31 | | estate of an adult ward under Chapter 1101; and |
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32 | 32 | | (iii) a person appointed guardian of both |
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33 | 33 | | the person and estate of an adult ward under Chapter 1101; or |
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34 | 34 | | (B) if used in reference to a guardianship in |
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35 | 35 | | another state, a person appointed by the court of that state to make |
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36 | 36 | | decisions regarding the person of an adult. |
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37 | 37 | | (4) "Guardianship order" means an order appointing a |
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38 | 38 | | guardian. |
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39 | 39 | | (5) "Guardianship proceeding" means a judicial |
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40 | 40 | | proceeding in which an order for the appointment of a guardian is |
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41 | 41 | | sought or has been issued. |
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42 | 42 | | (6) "Incapacitated adult" means an adult for whom a |
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43 | 43 | | guardian has been appointed. |
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44 | 44 | | (7) "Party" means the respondent, petitioner, |
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45 | 45 | | guardian, conservator, or any other person allowed by the court to |
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46 | 46 | | participate in a guardianship or protective proceeding. |
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47 | 47 | | (8) "Person," except in the term protected person, |
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48 | 48 | | means an individual, corporation, business trust, estate, trust, |
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49 | 49 | | partnership, limited liability company, association, joint |
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50 | 50 | | venture, public corporation, government or governmental |
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51 | 51 | | subdivision, agency, or instrumentality, or other legal or |
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52 | 52 | | commercial entity. |
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53 | 53 | | (9) "Protected person" means an adult for whom a |
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54 | 54 | | protective order has been issued. |
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55 | 55 | | (10) "Protective order" means an order appointing a |
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56 | 56 | | conservator or other order related to management of an adult's |
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57 | 57 | | property. |
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58 | 58 | | (11) "Protective proceeding" means a judicial |
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59 | 59 | | proceeding in which a protective order is sought or has been issued. |
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60 | 60 | | (12) "Record" means information that is inscribed on a |
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61 | 61 | | tangible medium or that is stored in an electronic or other medium |
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62 | 62 | | and is retrievable in perceivable form. |
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63 | 63 | | (13) "Respondent" means an adult for whom a protective |
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64 | 64 | | order or the appointment of a guardian is sought. |
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65 | 65 | | (14) "State" means a state of the United States, the |
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66 | 66 | | District of Columbia, Puerto Rico, the United States Virgin |
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67 | 67 | | Islands, a federally recognized Indian tribe, or any territory or |
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68 | 68 | | insular possession subject to the jurisdiction of the United |
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69 | 69 | | States. |
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70 | 70 | | Sec. 1254.003. INTERNATIONAL APPLICATION OF CHAPTER. A |
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71 | 71 | | court of this state may treat a foreign country as if it were a state |
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72 | 72 | | for the purpose of applying this subchapter and Subchapters B, C, |
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73 | 73 | | and E. |
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74 | 74 | | Sec. 1254.004. COMMUNICATION BETWEEN COURTS. (a) A court |
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75 | 75 | | of this state may communicate with a court in another state |
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76 | 76 | | concerning a proceeding arising under this chapter. The court may |
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77 | 77 | | allow the parties to participate in the communication. Except as |
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78 | 78 | | otherwise provided in Subsection (b), the court shall make a record |
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79 | 79 | | of the communication. The record may be limited to the fact that |
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80 | 80 | | the communication occurred. |
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81 | 81 | | (b) Courts may communicate concerning schedules, calendars, |
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82 | 82 | | court records, and other administrative matters without making a |
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83 | 83 | | record. |
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84 | 84 | | Sec. 1254.005. COOPERATION BETWEEN COURTS. (a) In a |
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85 | 85 | | guardianship proceeding in this state, a court of this state may |
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86 | 86 | | request the appropriate court of another state to do any of the |
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87 | 87 | | following: |
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88 | 88 | | (1) hold an evidentiary hearing; |
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89 | 89 | | (2) order a person in that state to produce evidence or |
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90 | 90 | | give testimony pursuant to procedures of that state; |
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91 | 91 | | (3) order that an evaluation or assessment be made of |
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92 | 92 | | the respondent; |
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93 | 93 | | (4) order any appropriate investigation of a person |
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94 | 94 | | involved in a proceeding; |
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95 | 95 | | (5) forward to the court of this state a certified copy |
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96 | 96 | | of the transcript or other record of a hearing under Subdivision (1) |
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97 | 97 | | or any other proceeding, any evidence otherwise produced under |
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98 | 98 | | Subdivision (2), any evaluation or assessment prepared in |
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99 | 99 | | compliance with an order under Subdivision (3), and the results of |
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100 | 100 | | any investigation conducted in compliance with an order under |
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101 | 101 | | Subdivision (4); |
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102 | 102 | | (6) issue any order necessary to assure the appearance |
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103 | 103 | | in the proceeding of a person whose presence is necessary for the |
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104 | 104 | | court to make a determination, including the respondent or the |
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105 | 105 | | adult ward; or |
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106 | 106 | | (7) issue an order authorizing the release of medical, |
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107 | 107 | | financial, criminal, or other relevant information in that state, |
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108 | 108 | | including protected health information that is subject to 45 C.F.R. |
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109 | 109 | | Section 164.504. |
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110 | 110 | | (b) If a court of another state in which a guardianship or |
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111 | 111 | | protective proceeding is pending requests assistance of the kind |
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112 | 112 | | provided in Subsection (a), a court of this state has jurisdiction |
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113 | 113 | | for the limited purpose of granting the request or making |
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114 | 114 | | reasonable efforts to comply with the request. |
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115 | 115 | | Sec. 1254.006. TAKING TESTIMONY IN ANOTHER STATE. (a) In a |
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116 | 116 | | guardianship proceeding, in addition to other procedures that may |
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117 | 117 | | be available, testimony of a witness who is located in another state |
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118 | 118 | | may be offered by deposition or other means allowable in this state |
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119 | 119 | | for testimony taken in another state. The court on its own motion |
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120 | 120 | | may order that the testimony of a witness be taken in another state |
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121 | 121 | | and may prescribe the manner in which and the terms on which the |
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122 | 122 | | testimony is to be taken. |
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123 | 123 | | (b) In a guardianship proceeding, a court in this state may |
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124 | 124 | | permit a witness located in another state to be deposed or to |
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125 | 125 | | testify by telephone or audiovisual or other electronic means. A |
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126 | 126 | | court of this state shall cooperate with the court of the other |
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127 | 127 | | state in designating an appropriate location for the deposition or |
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128 | 128 | | testimony. |
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129 | 129 | | (c) Documentary evidence transmitted from another state to |
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130 | 130 | | a court of this state by technological means that do not produce an |
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131 | 131 | | original writing may not be excluded from evidence on an objection |
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132 | 132 | | based on the best evidence rule. |
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133 | 133 | | Sec. 1254.007. CONFLICT WITH OTHER PROVISIONS OF TITLE. To |
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134 | 134 | | the extent of any conflict between a provision of this chapter and |
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135 | 135 | | any other provision of this title, the provision of this chapter |
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136 | 136 | | controls. |
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137 | 137 | | Sec. 1254.008. CERTAIN PROVISIONS OF TITLE NOT APPLICABLE. |
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138 | 138 | | Chapter 1002 does not apply to this chapter. |
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139 | 139 | | SUBCHAPTER B. JURISDICTION |
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140 | 140 | | Sec. 1254.051. DEFINITIONS; SIGNIFICANT-CONNECTION |
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141 | 141 | | FACTORS. (a) In this subchapter: |
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142 | 142 | | (1) "Emergency" means a circumstance that likely will |
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143 | 143 | | result in substantial harm to a respondent's health, safety, or |
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144 | 144 | | welfare, and for which the appointment of a guardian is necessary |
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145 | 145 | | because no other person has authority and is willing to act on the |
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146 | 146 | | respondent's behalf. |
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147 | 147 | | (2) "Home state" means the state in which the |
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148 | 148 | | respondent was physically present, including any period of |
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149 | 149 | | temporary absence, for at least six consecutive months immediately |
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150 | 150 | | before the filing of a petition for a protective order or the |
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151 | 151 | | appointment of a guardian in another state or the filing of an |
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152 | 152 | | application for the appointment of a guardian in this state; or if |
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153 | 153 | | none, the state in which the respondent was physically present, |
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154 | 154 | | including any period of temporary absence, for at least six |
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155 | 155 | | consecutive months ending within the six months prior to the filing |
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156 | 156 | | of the petition or application. |
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157 | 157 | | (3) "Significant-connection state" means a state, |
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158 | 158 | | other than the home state, with which a respondent has a significant |
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159 | 159 | | connection other than mere physical presence and in which |
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160 | 160 | | substantial evidence concerning the respondent is available. |
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161 | 161 | | (b) In determining under Sections 1254.053 and 1254.101(e) |
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162 | 162 | | whether a respondent has a significant connection with a particular |
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163 | 163 | | state, the court shall consider: |
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164 | 164 | | (1) the location of the respondent's family and other |
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165 | 165 | | persons required to be notified of the guardianship proceeding; |
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166 | 166 | | (2) the length of time the respondent at any time was |
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167 | 167 | | physically present in the state and the duration of any absence; |
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168 | 168 | | (3) the location of the respondent's property; and |
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169 | 169 | | (4) the extent to which the respondent has ties to the |
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170 | 170 | | state such as voting registration, state or local tax return |
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171 | 171 | | filing, vehicle registration, driver's license, social |
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172 | 172 | | relationship, and receipt of services. |
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173 | 173 | | Sec. 1254.052. EXCLUSIVE BASIS. Notwithstanding any other |
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174 | 174 | | provision of this title, this subchapter provides the exclusive |
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175 | 175 | | jurisdictional basis for a court of this state to appoint a guardian |
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176 | 176 | | of the person or estate, or both, for an adult. |
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177 | 177 | | Sec. 1254.053. JURISDICTION. A court of this state has |
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178 | 178 | | jurisdiction to appoint a guardian of the person or estate, or both, |
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179 | 179 | | for a respondent if: |
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180 | 180 | | (1) this state is the respondent's home state; |
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181 | 181 | | (2) on the date the application is filed, this state is |
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182 | 182 | | a significant-connection state and: |
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183 | 183 | | (A) the respondent does not have a home state or a |
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184 | 184 | | court of the respondent's home state has declined to exercise |
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185 | 185 | | jurisdiction because this state is a more appropriate forum; or |
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186 | 186 | | (B) the respondent has a home state, a petition |
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187 | 187 | | for an appointment of a guardian or issuance of a protective order |
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188 | 188 | | is not pending in a court of that state or another |
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189 | 189 | | significant-connection state, and, before the court makes the |
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190 | 190 | | appointment: |
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191 | 191 | | (i) a petition for an appointment of a |
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192 | 192 | | guardian or issuance of a protective order is not filed in the |
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193 | 193 | | respondent's home state; |
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194 | 194 | | (ii) an objection to the court's |
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195 | 195 | | jurisdiction is not filed by a person required to be notified of the |
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196 | 196 | | proceeding; and |
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197 | 197 | | (iii) the court in this state concludes |
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198 | 198 | | that it is an appropriate forum under the factors set forth in |
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199 | 199 | | Section 1254.056; |
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200 | 200 | | (3) this state does not have jurisdiction under either |
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201 | 201 | | Subdivision (1) or (2), the respondent's home state and all |
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202 | 202 | | significant-connection states have declined to exercise |
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203 | 203 | | jurisdiction because this state is the more appropriate forum, and |
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204 | 204 | | jurisdiction in this state is consistent with provisions of the |
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205 | 205 | | Texas Constitution and the United States Constitution; or |
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206 | 206 | | (4) the requirements for special jurisdiction under |
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207 | 207 | | Section 1254.054 are met. |
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208 | 208 | | Sec. 1254.054. SPECIAL JURISDICTION. (a) A court of this |
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209 | 209 | | state lacking jurisdiction under Section 1254.053(1), (2), or (3) |
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210 | 210 | | has special jurisdiction to do any of the following: |
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211 | 211 | | (1) appoint a guardian of the person in an emergency |
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212 | 212 | | for a term not to exceed 90 days for a respondent who is physically |
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213 | 213 | | present in this state; |
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214 | 214 | | (2) appoint a guardian of the estate with respect to |
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215 | 215 | | real or tangible personal property located in this state; or |
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216 | 216 | | (3) appoint a guardian of the person, guardian of the |
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217 | 217 | | estate, or guardian of both the person and estate, as applicable, |
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218 | 218 | | for an incapacitated adult or protected person for whom a |
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219 | 219 | | provisional order to transfer the proceeding from another state has |
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220 | 220 | | been issued under procedures similar to Section 1254.101. |
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221 | 221 | | (b) If an application for the appointment of a guardian of |
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222 | 222 | | the person in an emergency is brought in this state and this state |
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223 | 223 | | was not the respondent's home state on the date the application was |
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224 | 224 | | filed, the court shall dismiss the proceeding at the request of the |
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225 | 225 | | court of the home state, if any, whether dismissal is requested |
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226 | 226 | | before or after the emergency appointment. |
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227 | 227 | | Sec. 1254.055. EXCLUSIVE AND CONTINUING JURISDICTION. |
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228 | 228 | | Except as otherwise provided in Section 1254.054, a court that has |
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229 | 229 | | appointed a guardian of the person or estate, or both, consistent |
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230 | 230 | | with this chapter has exclusive and continuing jurisdiction over |
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231 | 231 | | the proceeding until it is terminated by the court or the |
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232 | 232 | | appointment expires by its own terms. |
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233 | 233 | | Sec. 1254.056. APPROPRIATE FORUM. (a) A court of this |
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234 | 234 | | state having jurisdiction under Section 1254.053 to appoint a |
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235 | 235 | | guardian of the person or estate, or both, may decline to exercise |
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236 | 236 | | its jurisdiction if it determines at any time that a court of |
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237 | 237 | | another state is a more appropriate forum. |
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238 | 238 | | (b) If a court of this state declines to exercise its |
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239 | 239 | | jurisdiction under Subsection (a), it shall either dismiss or stay |
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240 | 240 | | the proceeding. The court may impose any condition the court |
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241 | 241 | | considers just and proper, including the condition that a petition |
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242 | 242 | | for the appointment of a guardian or issuance of a protective order |
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243 | 243 | | be filed promptly in another state. |
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244 | 244 | | (c) In determining whether it is an appropriate forum, the |
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245 | 245 | | court shall consider all relevant factors, including: |
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246 | 246 | | (1) any expressed preference of the respondent; |
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247 | 247 | | (2) whether abuse, neglect, or exploitation of the |
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248 | 248 | | respondent has occurred or is likely to occur and which state could |
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249 | 249 | | best protect the respondent from the abuse, neglect, or |
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250 | 250 | | exploitation; |
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251 | 251 | | (3) the length of time the respondent was physically |
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252 | 252 | | present in or was a legal resident of this or another state; |
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253 | 253 | | (4) the distance of the respondent from the court in |
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254 | 254 | | each state; |
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255 | 255 | | (5) the financial circumstances of the respondent's |
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256 | 256 | | estate; |
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257 | 257 | | (6) the nature and location of the evidence; |
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258 | 258 | | (7) the ability of the court in each state to decide |
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259 | 259 | | the issue expeditiously and the procedures necessary to present |
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260 | 260 | | evidence; |
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261 | 261 | | (8) the familiarity of the court of each state with the |
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262 | 262 | | facts and issues in the proceeding; and |
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263 | 263 | | (9) if an appointment were made, the court's ability to |
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264 | 264 | | monitor the conduct of the guardian of the person or estate, or |
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265 | 265 | | both. |
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266 | 266 | | Sec. 1254.057. JURISDICTION DECLINED BY REASON OF CONDUCT. |
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267 | 267 | | (a) If at any time a court of this state determines that it acquired |
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268 | 268 | | jurisdiction to appoint a guardian of the person or estate, or both, |
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269 | 269 | | for an adult because of unjustifiable conduct, the court may: |
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270 | 270 | | (1) decline to exercise jurisdiction; |
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271 | 271 | | (2) exercise jurisdiction for the limited purpose of |
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272 | 272 | | fashioning an appropriate remedy to ensure the health, safety, and |
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273 | 273 | | welfare of the respondent or the protection of the respondent's |
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274 | 274 | | property or prevent a repetition of the unjustifiable conduct, |
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275 | 275 | | including staying the proceeding until a petition for the |
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276 | 276 | | appointment of a guardian or issuance of a protective order is filed |
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277 | 277 | | in a court of another state having jurisdiction; or |
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278 | 278 | | (3) continue to exercise jurisdiction after |
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279 | 279 | | considering: |
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280 | 280 | | (A) the extent to which the respondent and all |
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281 | 281 | | persons required to be notified of the proceedings have acquiesced |
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282 | 282 | | in the exercise of the court's jurisdiction; |
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283 | 283 | | (B) whether it is a more appropriate forum than |
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284 | 284 | | the court of any other state under the factors set forth in Section |
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285 | 285 | | 1254.056(c); and |
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286 | 286 | | (C) whether the court of any other state would |
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287 | 287 | | have jurisdiction under factual circumstances in substantial |
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288 | 288 | | conformity with the jurisdictional standards of Section 1254.053. |
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289 | 289 | | (b) If a court of this state determines that it acquired |
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290 | 290 | | jurisdiction to appoint a guardian of the person or estate, or both, |
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291 | 291 | | for an adult because a party seeking to invoke its jurisdiction |
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292 | 292 | | engaged in unjustifiable conduct, it may assess against that party |
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293 | 293 | | necessary and reasonable expenses, including attorney's fees, |
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294 | 294 | | investigative fees, court costs, communication expenses, witness |
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295 | 295 | | fees and expenses, and travel expenses. The court may not assess |
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296 | 296 | | fees, costs, or expenses of any kind against this state or a |
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297 | 297 | | governmental subdivision, agency, or instrumentality of this state |
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298 | 298 | | unless authorized by law other than this chapter. |
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299 | 299 | | Sec. 1254.058. NOTICE OF PROCEEDING. If an application for |
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300 | 300 | | the appointment of a guardian of the person or estate, or both, for |
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301 | 301 | | an adult is brought in this state and this state was not the |
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302 | 302 | | respondent's home state on the date the application was filed, in |
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303 | 303 | | addition to complying with the notice requirements of this state, |
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304 | 304 | | notice of the application must be given to those persons who would |
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305 | 305 | | be entitled to notice of the application if a proceeding were |
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306 | 306 | | brought in the respondent's home state. The notice must be given in |
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307 | 307 | | the same manner as notice is required to be given in this state. |
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308 | 308 | | Sec. 1254.059. PROCEEDINGS IN MORE THAN ONE STATE. Except |
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309 | 309 | | for an application for the appointment of a guardian of the person |
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310 | 310 | | in an emergency or the appointment of a guardian of the estate |
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311 | 311 | | limited to property located in this state under Section |
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312 | 312 | | 1254.054(a)(1) or (2), if an application for the appointment of a |
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313 | 313 | | guardian is filed in this state and a petition for the appointment |
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314 | 314 | | of a guardian or issuance of a protective order is filed in another |
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315 | 315 | | state and neither the application nor petition has been dismissed |
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316 | 316 | | or withdrawn, the following rules apply: |
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317 | 317 | | (1) If the court in this state has jurisdiction under |
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318 | 318 | | Section 1254.053, it may proceed with the case unless a court in |
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319 | 319 | | another state acquires jurisdiction under provisions similar to |
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320 | 320 | | Section 1254.053 before the appointment. |
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321 | 321 | | (2) If the court in this state does not have |
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322 | 322 | | jurisdiction under Section 1254.053, whether at the time the |
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323 | 323 | | application is filed or at any time before the appointment, the |
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324 | 324 | | court shall stay the proceeding and communicate with the court in |
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325 | 325 | | the other state. If the court in the other state has jurisdiction, |
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326 | 326 | | the court in this state shall dismiss the application unless the |
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327 | 327 | | court in the other state determines that the court in this state is |
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328 | 328 | | a more appropriate forum. |
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329 | 329 | | SUBCHAPTER C. TRANSFER OF GUARDIANSHIP OR CONSERVATORSHIP |
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330 | 330 | | Sec. 1254.101. TRANSFER OF GUARDIANSHIP TO ANOTHER STATE. |
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331 | 331 | | (a) A guardian of the person or estate, or both, of an adult ward |
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332 | 332 | | appointed in this state may petition the court to transfer the |
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333 | 333 | | guardianship of the person or estate, or both, to another state. |
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334 | 334 | | (b) Notice of a petition under Subsection (a) must be given |
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335 | 335 | | to the persons that would be entitled to notice of an application in |
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336 | 336 | | this state for the appointment of a guardian of the person or |
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337 | 337 | | estate, or both, for an adult ward. |
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338 | 338 | | (c) On the court's own motion or on request of the guardian |
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339 | 339 | | of the person or estate, or both, of an adult ward, as applicable, |
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340 | 340 | | the adult ward, or another person required to be notified of the |
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341 | 341 | | petition, the court shall hold a hearing on a petition filed |
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342 | 342 | | pursuant to Subsection (a). |
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343 | 343 | | (d) The court shall issue a provisional order granting a |
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344 | 344 | | petition to transfer a guardianship of the person and shall direct |
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345 | 345 | | the guardian of the person to petition for guardianship in the other |
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346 | 346 | | state if the court is satisfied that the guardianship of the person |
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347 | 347 | | will be accepted by the court in the other state and the court finds |
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348 | 348 | | that: |
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349 | 349 | | (1) the adult ward for whom a guardian of the person |
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350 | 350 | | has been appointed is physically present in or is reasonably |
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351 | 351 | | expected to move permanently to the other state; |
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352 | 352 | | (2) an objection to the transfer has not been made or, |
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353 | 353 | | if an objection has been made, the objector has not established that |
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354 | 354 | | the transfer would be contrary to the interests of the adult ward; |
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355 | 355 | | and |
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356 | 356 | | (3) plans for care and services for the adult ward in |
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357 | 357 | | the other state are reasonable and sufficient. |
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358 | 358 | | (e) The court shall issue a provisional order granting a |
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359 | 359 | | petition to transfer a guardianship of the estate and shall direct |
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360 | 360 | | the guardian of the estate to petition for conservatorship in the |
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361 | 361 | | other state if the court is satisfied that the guardianship of the |
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362 | 362 | | estate will be accepted by the court of the other state and the |
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363 | 363 | | court finds that: |
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364 | 364 | | (1) the adult ward for whom a guardian of the estate |
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365 | 365 | | has been appointed is physically present in or is reasonably |
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366 | 366 | | expected to move permanently to the other state, or the adult ward |
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367 | 367 | | has a significant connection to the other state considering the |
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368 | 368 | | factors in Section 1254.051(b); |
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369 | 369 | | (2) an objection to the transfer has not been made or, |
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370 | 370 | | if an objection has been made, the objector has not established that |
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371 | 371 | | the transfer would be contrary to the interests of the adult ward; |
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372 | 372 | | and |
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373 | 373 | | (3) adequate arrangements will be made for management |
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374 | 374 | | of the adult ward's property. |
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375 | 375 | | (f) The court shall issue a final order confirming the |
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376 | 376 | | transfer and terminating the guardianship of the person or estate, |
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377 | 377 | | or both, of the adult ward, as applicable, on its receipt of: |
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378 | 378 | | (1) a provisional order accepting the proceeding from |
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379 | 379 | | the court to which the proceeding is to be transferred which is |
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380 | 380 | | issued under provisions similar to Section 1254.102; and |
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381 | 381 | | (2) the documents required to terminate in this state |
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382 | 382 | | a guardianship of the person or estate, or both, of an adult ward, |
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383 | 383 | | as applicable. |
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384 | 384 | | Sec. 1254.102. ACCEPTING GUARDIANSHIP OR CONSERVATORSHIP |
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385 | 385 | | TRANSFERRED FROM ANOTHER STATE. (a) To confirm transfer of a |
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386 | 386 | | guardianship or conservatorship transferred to this state under |
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387 | 387 | | provisions similar to Section 1254.101, the guardian or conservator |
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388 | 388 | | must petition the court in this state to accept the guardianship or |
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389 | 389 | | conservatorship. The petition must include a certified copy of the |
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390 | 390 | | other state's provisional order of transfer. |
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391 | 391 | | (b) Notice of a petition under Subsection (a) must be given |
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392 | 392 | | to those persons that would be entitled to notice if the petition |
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393 | 393 | | were a petition or application for the appointment of a guardian or |
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394 | 394 | | issuance of a protective order in both the transferring state and |
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395 | 395 | | this state. The notice must be given in the same manner as notice is |
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396 | 396 | | required to be given in this state. |
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397 | 397 | | (c) On the court's own motion or on request of the guardian |
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398 | 398 | | or conservator, the incapacitated adult or protected person, or |
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399 | 399 | | another person required to be notified of the proceeding, the court |
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400 | 400 | | shall hold a hearing on a petition filed pursuant to Subsection (a). |
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401 | 401 | | (d) The court shall issue a provisional order granting a |
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402 | 402 | | petition filed under Subsection (a) unless: |
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403 | 403 | | (1) an objection is made and the objector establishes |
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404 | 404 | | that transfer of the proceeding would be contrary to the interests |
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405 | 405 | | of the incapacitated adult or protected person; or |
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406 | 406 | | (2) the guardian or conservator is ineligible for |
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407 | 407 | | appointment in this state. |
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408 | 408 | | (e) The court shall issue a final order accepting the |
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409 | 409 | | proceeding and appointing the guardian or conservator as guardian |
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410 | 410 | | of the person or estate, or both, as applicable, in this state on |
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411 | 411 | | its receipt from the court from which the proceeding is being |
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412 | 412 | | transferred of a final order issued under provisions similar to |
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413 | 413 | | Section 1254.101 transferring the proceeding to this state. |
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414 | 414 | | (f) Not later than 90 days after issuance of a final order |
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415 | 415 | | accepting transfer of a guardianship or conservatorship, the court |
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416 | 416 | | shall determine whether the guardianship or conservatorship needs |
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417 | 417 | | to be modified to conform to the law of this state. |
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418 | 418 | | (g) In granting a petition under this section, the court |
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419 | 419 | | shall recognize a guardianship or conservatorship order from the |
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420 | 420 | | other state, including the determination of the incapacitated |
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421 | 421 | | adult's or protected person's incapacity and the appointment of the |
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422 | 422 | | guardian or conservator. |
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423 | 423 | | (h) The denial by a court of this state of a petition to |
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424 | 424 | | accept a guardianship or conservatorship transferred from another |
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425 | 425 | | state does not affect the ability of the guardian or conservator to |
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426 | 426 | | seek appointment in this state as guardian of the person or estate, |
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427 | 427 | | or both, of the adult under Section 1101.001 if the court has |
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428 | 428 | | jurisdiction to make an appointment other than by reason of the |
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429 | 429 | | provisional order of transfer. |
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430 | 430 | | SUBCHAPTER D. REGISTRATION AND RECOGNITION OF ORDERS FROM OTHER |
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431 | 431 | | STATES |
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432 | 432 | | Sec. 1254.151. REGISTRATION OF GUARDIANSHIP ORDERS FROM |
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433 | 433 | | OTHER STATES. If a guardian has been appointed in another state and |
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434 | 434 | | an application for the appointment of a guardian of the person or |
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435 | 435 | | guardian of both the person and estate of the adult is not pending |
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436 | 436 | | in this state, the guardian appointed in the other state, after |
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437 | 437 | | giving notice to the appointing court of an intent to register, may |
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438 | 438 | | register the guardianship order in this state by filing as a foreign |
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439 | 439 | | judgment in a court, in any appropriate county of this state, |
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440 | 440 | | certified copies of the order and letters of office. |
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441 | 441 | | Sec. 1254.152. REGISTRATION OF PROTECTIVE ORDERS. If a |
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442 | 442 | | conservator has been appointed in another state and an application |
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443 | 443 | | for the appointment of a guardian of the estate or guardian of both |
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444 | 444 | | the person and estate of the adult is not pending in this state, the |
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445 | 445 | | conservator appointed in the other state, after giving notice to |
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446 | 446 | | the appointing court of an intent to register, may register the |
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447 | 447 | | protective order in this state by filing as a foreign judgment in a |
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448 | 448 | | court of this state, in any county in which property belonging to |
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449 | 449 | | the protected person is located, certified copies of the order and |
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450 | 450 | | letters of office and of any bond. |
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451 | 451 | | Sec. 1254.153. EFFECT OF REGISTRATION. (a) On |
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452 | 452 | | registration of a guardianship or protective order from another |
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453 | 453 | | state, the guardian or conservator may exercise in this state all |
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454 | 454 | | powers authorized in the order of appointment except as prohibited |
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455 | 455 | | under the laws of this state, including maintaining actions and |
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456 | 456 | | proceedings in this state and, if the guardian or conservator is not |
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457 | 457 | | a resident of this state, subject to any conditions imposed on |
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458 | 458 | | nonresident parties. |
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459 | 459 | | (b) A court of this state may grant any relief available |
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460 | 460 | | under this chapter and other laws of this state to enforce a |
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461 | 461 | | registered order. |
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462 | 462 | | SUBCHAPTER E. MISCELLANEOUS PROVISIONS |
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463 | 463 | | Sec. 1254.201. UNIFORMITY OF APPLICATION AND CONSTRUCTION. |
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464 | 464 | | In applying and construing this chapter, consideration must be |
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465 | 465 | | given to the need to promote uniformity of the law with respect to |
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466 | 466 | | the subject matter of this chapter among states that enact a law |
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467 | 467 | | substantially similar to this chapter. |
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468 | 468 | | Sec. 1254.202. RELATION TO ELECTRONIC SIGNATURES IN GLOBAL |
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469 | 469 | | AND NATIONAL COMMERCE ACT. This chapter modifies, limits, and |
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470 | 470 | | supersedes the federal Electronic Signatures in Global and National |
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471 | 471 | | Commerce Act (15 U.S.C. Section 7001 et seq.) but does not modify, |
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472 | 472 | | limit, or supersede Section 101(c) of that Act (15 U.S.C. Section |
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473 | 473 | | 7001(c)) or authorize electronic delivery of any of the notices |
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474 | 474 | | described in Section 103(b) of that Act (15 U.S.C. Section |
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475 | 475 | | 7003(b)). |
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476 | 476 | | SECTION 2. The heading to Chapter 1253, Estates Code, is |
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477 | 477 | | amended to read as follows: |
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478 | 478 | | CHAPTER 1253. INTERSTATE GUARDIANSHIPS INVOLVING MINORS |
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479 | 479 | | SECTION 3. Sections 1253.001 and 1253.002, Estates Code, |
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480 | 480 | | are amended to read as follows: |
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481 | 481 | | Sec. 1253.001. APPLICATION TO TRANSFER GUARDIANSHIP TO |
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482 | 482 | | FOREIGN JURISDICTION. A guardian of the person or estate of a minor |
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483 | 483 | | ward may apply to the court that has jurisdiction over the |
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484 | 484 | | guardianship to transfer the guardianship to a court in a foreign |
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485 | 485 | | jurisdiction to which the ward has permanently moved. |
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486 | 486 | | Sec. 1253.002. NOTICE OF APPLICATION. Notice of an |
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487 | 487 | | application to transfer a guardianship under this subchapter shall |
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488 | 488 | | be: |
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489 | 489 | | (1) served personally on the minor ward; and |
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490 | 490 | | (2) given to the foreign court to which the |
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491 | 491 | | guardianship is to be transferred. |
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492 | 492 | | SECTION 4. Sections 1253.003(a) and (b), Estates Code, are |
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493 | 493 | | amended to read as follows: |
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494 | 494 | | (a) On the court's own motion or on the motion of the minor |
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495 | 495 | | ward or any interested person, the court shall hold a hearing to |
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496 | 496 | | consider an application to transfer a guardianship under this |
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497 | 497 | | subchapter. |
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498 | 498 | | (b) The court shall transfer a guardianship to a foreign |
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499 | 499 | | court if the court determines the transfer is in the best interests |
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500 | 500 | | of the minor ward. The transfer of the guardianship must be made |
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501 | 501 | | contingent on the acceptance of the guardianship in the foreign |
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502 | 502 | | jurisdiction. |
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503 | 503 | | SECTION 5. Sections 1253.051 and 1253.052, Estates Code, |
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504 | 504 | | are amended to read as follows: |
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505 | 505 | | Sec. 1253.051. APPLICATION FOR RECEIPT AND ACCEPTANCE OF |
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506 | 506 | | FOREIGN GUARDIANSHIP. A guardian appointed by a foreign court to |
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507 | 507 | | represent a minor [an incapacitated person] who is residing in this |
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508 | 508 | | state or intends to move to this state may file an application with |
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509 | 509 | | a court in which the minor ward resides or intends to reside to have |
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510 | 510 | | the guardianship transferred to the court. The application must |
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511 | 511 | | have attached a certified copy of all papers of the guardianship |
---|
512 | 512 | | filed and recorded in the foreign court. |
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513 | 513 | | Sec. 1253.052. NOTICE OF APPLICATION. Notice of an |
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514 | 514 | | application for receipt and acceptance of a foreign guardianship |
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515 | 515 | | under this subchapter shall be: |
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516 | 516 | | (1) served personally on the minor ward; and |
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517 | 517 | | (2) given to the foreign court from which the |
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518 | 518 | | guardianship is to be transferred. |
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519 | 519 | | SECTION 6. Sections 1253.053(c) and (d), Estates Code, are |
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520 | 520 | | amended to read as follows: |
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521 | 521 | | (c) The court shall grant the application if the transfer of |
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522 | 522 | | the guardianship from the foreign jurisdiction is in the best |
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523 | 523 | | interests of the minor ward. |
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524 | 524 | | (d) In granting the application, the court shall give full |
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525 | 525 | | faith and credit to the provisions of the foreign guardianship |
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526 | 526 | | order concerning the determination of the minor ward's incapacity |
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527 | 527 | | and the rights, powers, and duties of the guardian. |
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528 | 528 | | SECTION 7. Sections 1253.056 and 1253.101, Estates Code, |
---|
529 | 529 | | are amended to read as follows: |
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530 | 530 | | Sec. 1253.056. CONSTRUCTION WITH OTHER LAW. The denial of |
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531 | 531 | | an application for receipt and acceptance of a guardianship under |
---|
532 | 532 | | this subchapter does not affect the right of a guardian appointed by |
---|
533 | 533 | | a foreign court to file an application to be appointed guardian of |
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534 | 534 | | the minor [incapacitated person] under Section 1101.001. |
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535 | 535 | | Sec. 1253.101. DELAY OF CERTAIN GUARDIANSHIP PROCEEDINGS. |
---|
536 | 536 | | A court in which a guardianship proceeding involving a minor is |
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537 | 537 | | filed and in which venue of the proceeding is proper may delay |
---|
538 | 538 | | further action in the proceeding in that court if: |
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539 | 539 | | (1) another guardianship proceeding involving a |
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540 | 540 | | matter at issue in the proceeding filed in the court is subsequently |
---|
541 | 541 | | filed in a court in a foreign jurisdiction; and |
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542 | 542 | | (2) venue of the proceeding in the foreign court is |
---|
543 | 543 | | proper. |
---|
544 | 544 | | SECTION 8. Section 1253.102(b), Estates Code, is amended to |
---|
545 | 545 | | read as follows: |
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546 | 546 | | (b) In making a determination under Subsection (a), the |
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547 | 547 | | court may consider: |
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548 | 548 | | (1) the interests of justice; |
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549 | 549 | | (2) the best interests of the minor ward or proposed |
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550 | 550 | | minor ward; |
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551 | 551 | | (3) the convenience of the parties; and |
---|
552 | 552 | | (4) the preference of the minor ward or proposed minor |
---|
553 | 553 | | ward, if the ward or proposed ward is at least 12 years of age [or |
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554 | 554 | | older]. |
---|
555 | 555 | | SECTION 9. Sections 1253.103 and 1253.151, Estates Code, |
---|
556 | 556 | | are amended to read as follows: |
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557 | 557 | | Sec. 1253.103. NECESSARY ORDERS. A court that delays |
---|
558 | 558 | | further action in a guardianship proceeding under Section 1253.101 |
---|
559 | 559 | | may issue any order the court considers necessary to protect the |
---|
560 | 560 | | proposed minor ward or the proposed minor ward's estate. |
---|
561 | 561 | | Sec. 1253.151. DETERMINATION OF ACQUISITION OF |
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562 | 562 | | JURISDICTION IN THIS STATE DUE TO UNJUSTIFIABLE CONDUCT. If at any |
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563 | 563 | | time a court of this state determines that it acquired jurisdiction |
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564 | 564 | | of a proceeding for the appointment of a guardian of the person or |
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565 | 565 | | estate, or both, of a minor ward or proposed minor ward because of |
---|
566 | 566 | | unjustifiable conduct, the court may: |
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567 | 567 | | (1) decline to exercise jurisdiction; |
---|
568 | 568 | | (2) exercise jurisdiction for the limited purpose of |
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569 | 569 | | fashioning an appropriate remedy to ensure the health, safety, and |
---|
570 | 570 | | welfare of the minor ward or proposed minor ward or the protection |
---|
571 | 571 | | of the minor ward's or proposed minor ward's property or prevent a |
---|
572 | 572 | | repetition of the unjustifiable conduct, including staying the |
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573 | 573 | | proceeding until a petition for the appointment of a guardian or |
---|
574 | 574 | | issuance of a protective order is filed in a court of another state |
---|
575 | 575 | | having jurisdiction; or |
---|
576 | 576 | | (3) continue to exercise jurisdiction after |
---|
577 | 577 | | considering: |
---|
578 | 578 | | (A) the extent to which the minor ward or |
---|
579 | 579 | | proposed minor ward and all persons required to be notified of the |
---|
580 | 580 | | proceedings have acquiesced in the exercise of the court's |
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581 | 581 | | jurisdiction; |
---|
582 | 582 | | (B) whether the court of this state is a more |
---|
583 | 583 | | appropriate forum than the court of any other state after |
---|
584 | 584 | | considering the factors described by Section 1253.102(b); and |
---|
585 | 585 | | (C) whether the court of any other state would |
---|
586 | 586 | | have jurisdiction under the factual circumstances of the matter. |
---|
587 | 587 | | SECTION 10. Section 1253.152(a), Estates Code, is amended |
---|
588 | 588 | | to read as follows: |
---|
589 | 589 | | (a) If a court of this state determines that it acquired |
---|
590 | 590 | | jurisdiction of a proceeding for the appointment of a guardian of |
---|
591 | 591 | | the person or estate, or both, of a minor ward or proposed minor |
---|
592 | 592 | | ward because a party seeking to invoke the court's jurisdiction |
---|
593 | 593 | | engaged in unjustifiable conduct, the court may assess against that |
---|
594 | 594 | | party necessary and reasonable expenses, including attorney's |
---|
595 | 595 | | fees, investigative fees, court costs, communication expenses, |
---|
596 | 596 | | witness fees and expenses, and travel expenses. |
---|
597 | 597 | | SECTION 11. (a) Chapter 1254, Estates Code, as added by |
---|
598 | 598 | | this Act, applies to proceedings for guardianship instituted on or |
---|
599 | 599 | | after the effective date of this Act. |
---|
600 | 600 | | (b) Subchapters A, C, D, and E, Chapter 1254, Estates Code, |
---|
601 | 601 | | as added by this Act, apply to proceedings for guardianship |
---|
602 | 602 | | instituted before the effective date of this Act, regardless of |
---|
603 | 603 | | whether a guardianship of the person or estate, or both, for an |
---|
604 | 604 | | adult ward has been created by a court. |
---|
605 | 605 | | SECTION 12. The changes in law made by this Act to Sections |
---|
606 | 606 | | 1253.001, 1253.002, 1253.003, 1253.051, 1253.052, 1253.053, |
---|
607 | 607 | | 1253.056, 1253.101, 1253.102, 1253.103, 1253.151, and 1253.152, |
---|
608 | 608 | | Estates Code, apply only to a guardianship proceeding filed on or |
---|
609 | 609 | | after the effective date of this Act. A guardianship proceeding |
---|
610 | 610 | | filed before the effective date of this Act is governed by the law |
---|
611 | 611 | | in effect on the date the proceeding was filed, and the former law |
---|
612 | 612 | | is continued in effect for that purpose. |
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613 | 613 | | SECTION 13. This Act takes effect September 1, 2015. |
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