1 | 1 | | 84R10001 MTB-F |
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2 | 2 | | By: Schwertner S.B. No. 1224 |
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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 guardianships for incapacitated persons. |
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8 | 8 | | BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS: |
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9 | 9 | | SECTION 1. Section 1001.001(b), Estates Code, is amended to |
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10 | 10 | | read as follows: |
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11 | 11 | | (b) In creating a guardianship that gives a guardian limited |
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12 | 12 | | authority over an incapacitated person, the court shall design the |
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13 | 13 | | guardianship to encourage the development or maintenance of maximum |
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14 | 14 | | self-reliance and independence in the incapacitated person, |
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15 | 15 | | including allowing the incapacitated person to make personal |
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16 | 16 | | decisions regarding the person's residence. |
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17 | 17 | | SECTION 2. Chapter 1002, Estates Code, is amended by adding |
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18 | 18 | | Sections 1002.0015 and 1002.031 to read as follows: |
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19 | 19 | | Sec. 1002.0015. ALTERNATIVES TO GUARDIANSHIP. |
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20 | 20 | | "Alternatives to guardianship" includes the: |
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21 | 21 | | (1) execution of a medical power of attorney under |
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22 | 22 | | Chapter 166, Health and Safety Code; |
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23 | 23 | | (2) appointment of an attorney in fact or agent under a |
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24 | 24 | | durable power of attorney as provided by Subtitle P, Title 2; |
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25 | 25 | | (3) execution of a declaration for mental health |
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26 | 26 | | treatment under Chapter 137, Civil Practices and Remedies Code; |
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27 | 27 | | (4) appointment of a representative payee to manage |
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28 | 28 | | public benefits; |
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29 | 29 | | (5) establishment of a joint bank account; |
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30 | 30 | | (6) creation of a management trust under Chapter 1301; |
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31 | 31 | | (7) creation of a special needs trust; |
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32 | 32 | | (8) designation of a guardian before the need arises |
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33 | 33 | | under Subchapter E, Chapter 1104; and |
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34 | 34 | | (9) establishment of alternate forms of |
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35 | 35 | | decision-making based on person-centered planning. |
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36 | 36 | | Sec. 1002.031. SUPPORTS AND SERVICES. "Supports and |
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37 | 37 | | services" means available formal and informal resources and |
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38 | 38 | | assistance that enable an individual to: |
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39 | 39 | | (1) meet the individual's needs for food, clothing, or |
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40 | 40 | | shelter; |
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41 | 41 | | (2) care for the individual's physical or mental |
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42 | 42 | | health; |
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43 | 43 | | (3) manage the individual's financial affairs; or |
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44 | 44 | | (4) make personal decisions regarding residence, |
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45 | 45 | | voting, operating a motor vehicle, and marriage. |
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46 | 46 | | SECTION 3. Section 1002.015, Estates Code, is amended to |
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47 | 47 | | read as follows: |
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48 | 48 | | Sec. 1002.015. GUARDIANSHIP PROCEEDING. The term |
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49 | 49 | | "guardianship proceeding" means a matter or proceeding related to a |
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50 | 50 | | guardianship or any other matter covered by this title, including: |
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51 | 51 | | (1) the appointment of a guardian of a minor or other |
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52 | 52 | | incapacitated person, including an incapacitated adult for whom |
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53 | 53 | | another court obtained continuing, exclusive jurisdiction in a suit |
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54 | 54 | | affecting the parent-child relationship when the person was a |
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55 | 55 | | child; |
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56 | 56 | | (2) an application, petition, or motion regarding |
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57 | 57 | | guardianship or a substitute for [an alternative to] guardianship |
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58 | 58 | | under this title; |
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59 | 59 | | (3) a mental health action; and |
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60 | 60 | | (4) an application, petition, or motion regarding a |
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61 | 61 | | trust created under Chapter 1301. |
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62 | 62 | | SECTION 4. Section 1054.004, Estates Code, is amended by |
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63 | 63 | | amending Subsection (a) and adding Subsections (c) and (d) to read |
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64 | 64 | | as follows: |
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65 | 65 | | (a) An attorney ad litem appointed under Section 1054.001 |
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66 | 66 | | shall interview the proposed ward within a reasonable time before |
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67 | 67 | | the hearing in the proceeding for the appointment of a |
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68 | 68 | | guardian. To the greatest extent possible, the attorney shall |
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69 | 69 | | discuss with the proposed ward: |
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70 | 70 | | (1) the law and facts of the case; |
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71 | 71 | | (2) the proposed ward's legal options regarding |
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72 | 72 | | disposition of the case; [and] |
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73 | 73 | | (3) the grounds on which guardianship is sought; and |
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74 | 74 | | (4) whether alternatives to guardianship would meet |
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75 | 75 | | the needs of the proposed ward and avoid the need for the |
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76 | 76 | | appointment of a guardian. |
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77 | 77 | | (c) Before the hearing, the attorney ad litem shall |
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78 | 78 | | investigate whether: |
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79 | 79 | | (1) a guardianship is necessary for the proposed ward; |
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80 | 80 | | and |
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81 | 81 | | (2) if the attorney ad litem determines that a |
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82 | 82 | | guardianship is necessary, specific powers or duties of the |
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83 | 83 | | guardian should be limited if the proposed ward receives supports |
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84 | 84 | | and services. |
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85 | 85 | | (d) If the attorney ad litem determines that a guardianship |
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86 | 86 | | is necessary, the attorney must certify to the court that the |
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87 | 87 | | guardianship is necessary and reasonable efforts have been made to |
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88 | 88 | | explore alternatives to guardianship and supports and services |
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89 | 89 | | available to the proposed ward that would avoid the need for the |
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90 | 90 | | appointment of a guardian. |
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91 | 91 | | SECTION 5. Section 1054.054, Estates Code, is amended by |
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92 | 92 | | adding Subsections (c) and (d) to read as follows: |
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93 | 93 | | (c) The guardian ad litem shall: |
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94 | 94 | | (1) investigate whether a guardianship is necessary |
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95 | 95 | | for the proposed ward; and |
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96 | 96 | | (2) evaluate alternatives to guardianship and |
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97 | 97 | | supports and services available to the proposed ward that would |
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98 | 98 | | avoid the need for appointment of a guardian. |
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99 | 99 | | (d) The information gathered by the guardian ad litem under |
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100 | 100 | | Subsection (c) is subject to examination by the court. |
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101 | 101 | | SECTION 6. Sections 1054.201(a) and (b), Estates Code, are |
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102 | 102 | | amended to read as follows: |
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103 | 103 | | (a) An attorney for an applicant for guardianship and a [A] |
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104 | 104 | | court-appointed attorney in a guardianship proceeding, including |
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105 | 105 | | an attorney ad litem, must be certified by the State Bar of Texas, |
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106 | 106 | | or a person or other entity designated by the state bar, as having |
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107 | 107 | | successfully completed a course of study in guardianship law and |
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108 | 108 | | procedure sponsored by the state bar or the state bar's designee. |
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109 | 109 | | (b) The State Bar of Texas shall require four [three] hours |
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110 | 110 | | of credit for certification under this subchapter, including one |
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111 | 111 | | hour on alternatives to guardianship and supports and services |
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112 | 112 | | available to proposed wards. |
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113 | 113 | | SECTION 7. Section 1101.001(b), Estates Code, is amended to |
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114 | 114 | | read as follows: |
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115 | 115 | | (b) The application must be sworn to by the applicant and |
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116 | 116 | | state: |
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117 | 117 | | (1) the proposed ward's name, sex, date of birth, and |
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118 | 118 | | address; |
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119 | 119 | | (2) the name, relationship, and address of the person |
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120 | 120 | | the applicant seeks to have appointed as guardian; |
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121 | 121 | | (3) whether guardianship of the person or estate, or |
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122 | 122 | | both, is sought; |
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123 | 123 | | (3-a) whether alternatives to guardianship and |
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124 | 124 | | available supports and services to avoid guardianship were |
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125 | 125 | | considered; |
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126 | 126 | | (3-b) whether any alternatives to guardianship and |
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127 | 127 | | supports and services available to the proposed ward considered are |
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128 | 128 | | feasible and would avoid the need for a guardianship; |
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129 | 129 | | (4) the nature and degree of the alleged incapacity, |
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130 | 130 | | the specific areas of protection and assistance requested, and the |
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131 | 131 | | limitation or termination of rights requested to be included in the |
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132 | 132 | | court's order of appointment, including a termination of: |
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133 | 133 | | (A) the right of a proposed ward who is 18 years |
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134 | 134 | | of age or older to vote in a public election; [and] |
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135 | 135 | | (B) the proposed ward's eligibility to hold or |
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136 | 136 | | obtain a license to operate a motor vehicle under Chapter 521, |
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137 | 137 | | Transportation Code; and |
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138 | 138 | | (C) the right of a proposed ward to make personal |
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139 | 139 | | decisions regarding residence; |
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140 | 140 | | (5) the facts requiring the appointment of a guardian; |
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141 | 141 | | (6) the interest of the applicant in the appointment |
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142 | 142 | | of a guardian; |
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143 | 143 | | (7) the nature and description of any kind of |
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144 | 144 | | guardianship existing for the proposed ward in any other state; |
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145 | 145 | | (8) the name and address of any person or institution |
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146 | 146 | | having the care and custody of the proposed ward; |
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147 | 147 | | (9) the approximate value and description of the |
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148 | 148 | | proposed ward's property, including any compensation, pension, |
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149 | 149 | | insurance, or allowance to which the proposed ward may be entitled; |
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150 | 150 | | (10) the name and address of any person whom the |
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151 | 151 | | applicant knows to hold a power of attorney signed by the proposed |
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152 | 152 | | ward and a description of the type of power of attorney; |
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153 | 153 | | (11) for a proposed ward who is a minor, the following |
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154 | 154 | | information if known by the applicant: |
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155 | 155 | | (A) the name of each of the proposed ward's |
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156 | 156 | | parents and either the parent's address or that the parent is |
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157 | 157 | | deceased; |
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158 | 158 | | (B) the name and age of each of the proposed |
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159 | 159 | | ward's siblings, if any, and either the sibling's address or that |
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160 | 160 | | the sibling is deceased; and |
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161 | 161 | | (C) if each of the proposed ward's parents and |
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162 | 162 | | adult siblings are deceased, the names and addresses of the |
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163 | 163 | | proposed ward's other living relatives who are related to the |
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164 | 164 | | proposed ward within the third degree by consanguinity and who are |
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165 | 165 | | adults; |
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166 | 166 | | (12) for a proposed ward who is a minor, whether the |
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167 | 167 | | minor was the subject of a legal or conservatorship proceeding in |
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168 | 168 | | the preceding two years and, if so: |
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169 | 169 | | (A) the court involved; |
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170 | 170 | | (B) the nature of the proceeding; and |
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171 | 171 | | (C) any final disposition of the proceeding; |
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172 | 172 | | (13) for a proposed ward who is an adult, the following |
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173 | 173 | | information if known by the applicant: |
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174 | 174 | | (A) the name of the proposed ward's spouse, if |
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175 | 175 | | any, and either the spouse's address or that the spouse is deceased; |
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176 | 176 | | (B) the name of each of the proposed ward's |
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177 | 177 | | parents and either the parent's address or that the parent is |
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178 | 178 | | deceased; |
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179 | 179 | | (C) the name and age of each of the proposed |
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180 | 180 | | ward's siblings, if any, and either the sibling's address or that |
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181 | 181 | | the sibling is deceased; |
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182 | 182 | | (D) the name and age of each of the proposed |
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183 | 183 | | ward's children, if any, and either the child's address or that the |
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184 | 184 | | child is deceased; and |
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185 | 185 | | (E) if there is no living spouse, parent, adult |
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186 | 186 | | sibling, or adult child of the proposed ward, the names and |
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187 | 187 | | addresses of the proposed ward's other living relatives who are |
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188 | 188 | | related to the proposed ward within the third degree by |
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189 | 189 | | consanguinity and who are adults; |
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190 | 190 | | (14) facts showing that the court has venue of the |
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191 | 191 | | proceeding; and |
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192 | 192 | | (15) if applicable, that the person whom the applicant |
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193 | 193 | | seeks to have appointed as a guardian is a private professional |
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194 | 194 | | guardian who is certified under Subchapter C, Chapter 155, |
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195 | 195 | | Government Code, and has complied with the requirements of |
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196 | 196 | | Subchapter G, Chapter 1104. |
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197 | 197 | | SECTION 8. Section 1101.101, Estates Code, is amended by |
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198 | 198 | | amending Subsection (a) and adding Subsection (c) to read as |
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199 | 199 | | follows: |
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200 | 200 | | (a) Before appointing a guardian for a proposed ward, the |
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201 | 201 | | court must: |
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202 | 202 | | (1) find by clear and convincing evidence that: |
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203 | 203 | | (A) the proposed ward is an incapacitated person; |
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204 | 204 | | (B) it is in the proposed ward's best interest to |
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205 | 205 | | have the court appoint a person as the proposed ward's guardian; |
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206 | 206 | | [and] |
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207 | 207 | | (C) the proposed ward's rights or property will |
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208 | 208 | | be protected by the appointment of a guardian; |
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209 | 209 | | (D) alternatives to guardianship that would |
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210 | 210 | | avoid the need for the appointment of a guardian have been |
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211 | 211 | | considered and determined not to be feasible; and |
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212 | 212 | | (E) supports and services available to the |
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213 | 213 | | proposed ward that would avoid the need for the appointment of a |
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214 | 214 | | guardian have been considered and determined not to be feasible; |
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215 | 215 | | and |
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216 | 216 | | (2) find by a preponderance of the evidence that: |
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217 | 217 | | (A) the court has venue of the case; |
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218 | 218 | | (B) the person to be appointed guardian is |
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219 | 219 | | eligible to act as guardian and is entitled to appointment, or, if |
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220 | 220 | | no eligible person entitled to appointment applies, the person |
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221 | 221 | | appointed is a proper person to act as guardian; |
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222 | 222 | | (C) if a guardian is appointed for a minor, the |
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223 | 223 | | guardianship is not created for the primary purpose of enabling the |
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224 | 224 | | minor to establish residency for enrollment in a school or school |
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225 | 225 | | district for which the minor is not otherwise eligible for |
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226 | 226 | | enrollment; and |
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227 | 227 | | (D) the proposed ward: |
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228 | 228 | | (i) is totally without capacity as provided |
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229 | 229 | | by this title to care for himself or herself and to manage his or her |
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230 | 230 | | property; or |
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231 | 231 | | (ii) lacks the capacity to do some, but not |
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232 | 232 | | all, of the tasks necessary to care for himself or herself or to |
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233 | 233 | | manage his or her property. |
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234 | 234 | | (c) A finding under Subsection (a)(2)(D)(ii) must |
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235 | 235 | | specifically state whether the proposed ward lacks the capacity, |
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236 | 236 | | with or without supports and services, to make personal decisions |
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237 | 237 | | regarding residence, voting, operating a motor vehicle, and |
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238 | 238 | | marriage. |
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239 | 239 | | SECTION 9. Section 1101.103(b), Estates Code, is amended to |
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240 | 240 | | read as follows: |
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241 | 241 | | (b) The letter or certificate must: |
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242 | 242 | | (1) describe the nature, degree, and severity of the |
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243 | 243 | | proposed ward's incapacity, including any functional deficits |
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244 | 244 | | regarding the proposed ward's ability to: |
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245 | 245 | | (A) handle business and managerial matters; |
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246 | 246 | | (B) manage financial matters; |
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247 | 247 | | (C) operate a motor vehicle; |
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248 | 248 | | (D) make personal decisions regarding residence, |
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249 | 249 | | voting, and marriage; and |
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250 | 250 | | (E) consent to medical, dental, psychological, |
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251 | 251 | | or psychiatric treatment; |
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252 | 252 | | (2) in providing a description under Subdivision (1) |
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253 | 253 | | regarding the proposed ward's ability to operate a motor vehicle |
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254 | 254 | | and make personal decisions regarding voting, state whether in the |
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255 | 255 | | physician's opinion the proposed ward: |
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256 | 256 | | (A) has the mental capacity to vote in a public |
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257 | 257 | | election; and |
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258 | 258 | | (B) has the ability to safely operate a motor |
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259 | 259 | | vehicle; |
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260 | 260 | | (3) provide an evaluation of the proposed ward's |
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261 | 261 | | physical condition and mental functioning [function] and summarize |
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262 | 262 | | the proposed ward's medical history if reasonably available; |
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263 | 263 | | (3-a) in providing an evaluation under Subdivision |
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264 | 264 | | (3), state whether improvement in the proposed ward's physical |
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265 | 265 | | condition and mental functioning is possible and, if so, state the |
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266 | 266 | | period after which the proposed ward should be reevaluated to |
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267 | 267 | | determine whether a guardianship continues to be necessary; |
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268 | 268 | | (4) state how or in what manner the proposed ward's |
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269 | 269 | | ability to make or communicate responsible decisions concerning |
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270 | 270 | | himself or herself is affected by the proposed ward's physical or |
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271 | 271 | | mental health, including the proposed ward's ability to: |
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272 | 272 | | (A) understand or communicate; |
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273 | 273 | | (B) recognize familiar objects and individuals; |
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274 | 274 | | (C) solve problems [perform simple |
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275 | 275 | | calculations]; |
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276 | 276 | | (D) reason logically; and |
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277 | 277 | | (E) administer to daily life activities with and |
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278 | 278 | | without supports and services; |
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279 | 279 | | (5) state whether any current medication affects the |
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280 | 280 | | proposed ward's demeanor or the proposed ward's ability to |
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281 | 281 | | participate fully in a court proceeding; |
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282 | 282 | | (6) describe the precise physical and mental |
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283 | 283 | | conditions underlying a diagnosis of a mental disability, and state |
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284 | 284 | | whether the proposed ward would benefit from supports and services |
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285 | 285 | | that would allow the individual to live in the least restrictive |
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286 | 286 | | setting; |
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287 | 287 | | (6-a) state whether a guardianship is necessary for |
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288 | 288 | | the proposed ward and, if so, whether specific powers or duties of |
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289 | 289 | | the guardian should be limited if the proposed ward receives |
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290 | 290 | | supports and services; and |
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291 | 291 | | (7) include any other information required by the |
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292 | 292 | | court. |
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293 | 293 | | SECTION 10. Sections 1101.151(a) and (b), Estates Code, are |
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294 | 294 | | amended to read as follows: |
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295 | 295 | | (a) If it is found that the proposed ward is totally without |
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296 | 296 | | capacity to care for himself or herself, manage his or her property, |
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297 | 297 | | operate a motor vehicle, make personal decisions regarding |
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298 | 298 | | residence, and vote in a public election, the court may appoint a |
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299 | 299 | | guardian of the proposed ward's person or estate, or both, with full |
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300 | 300 | | authority over the incapacitated person except as provided by law. |
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301 | 301 | | (b) An order appointing a guardian under this section must |
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302 | 302 | | contain findings of fact and specify: |
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303 | 303 | | (1) the information required by Section 1101.153(a); |
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304 | 304 | | (2) that the guardian has full authority over the |
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305 | 305 | | incapacitated person; |
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306 | 306 | | (3) if necessary, the amount of funds from the corpus |
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307 | 307 | | of the person's estate the court will allow the guardian to spend |
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308 | 308 | | for the education and maintenance of the person under Subchapter A, |
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309 | 309 | | Chapter 1156; |
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310 | 310 | | (4) whether the person is totally incapacitated |
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311 | 311 | | because of a mental condition; |
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312 | 312 | | (5) that the person does not have the capacity to |
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313 | 313 | | operate a motor vehicle, make personal decisions regarding |
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314 | 314 | | residence, and [to] vote in a public election; and |
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315 | 315 | | (6) if it is a guardianship of the person of the ward |
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316 | 316 | | or of both the person and the estate of the ward, the rights of the |
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317 | 317 | | guardian with respect to the person as specified in Section |
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318 | 318 | | 1151.051(c)(1). |
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319 | 319 | | SECTION 11. Sections 1101.152(a) and (b), Estates Code, are |
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320 | 320 | | amended to read as follows: |
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321 | 321 | | (a) If it is found that the proposed ward lacks the capacity |
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322 | 322 | | to do some, but not all, of the tasks necessary to care for himself |
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323 | 323 | | or herself or to manage his or her property with or without supports |
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324 | 324 | | and services, the court may appoint a guardian with limited powers |
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325 | 325 | | and permit the proposed ward to care for himself or herself, |
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326 | 326 | | including making personal decisions regarding residence, or to |
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327 | 327 | | manage his or her property commensurate with the proposed ward's |
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328 | 328 | | ability. |
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329 | 329 | | (b) An order appointing a guardian under this section must |
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330 | 330 | | contain findings of fact and specify: |
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331 | 331 | | (1) the information required by Section 1101.153(a); |
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332 | 332 | | (2) the specific powers, limitations, or duties of the |
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333 | 333 | | guardian with respect to the person's care or the management of the |
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334 | 334 | | person's property by the guardian; |
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335 | 335 | | (2-a) the specific rights and powers retained by the |
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336 | 336 | | person: |
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337 | 337 | | (A) with the necessity for supports and services; |
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338 | 338 | | and |
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339 | 339 | | (B) without the necessity for supports and |
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340 | 340 | | services; |
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341 | 341 | | (3) if necessary, the amount of funds from the corpus |
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342 | 342 | | of the person's estate the court will allow the guardian to spend |
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343 | 343 | | for the education and maintenance of the person under Subchapter A, |
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344 | 344 | | Chapter 1156; and |
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345 | 345 | | (4) whether the person is incapacitated because of a |
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346 | 346 | | mental condition and, if so, whether the person: |
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347 | 347 | | (A) retains the right to make personal decisions |
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348 | 348 | | regarding residence or vote in a public election; or |
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349 | 349 | | (B) maintains eligibility to hold or obtain a |
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350 | 350 | | license to operate a motor vehicle under Chapter 521, |
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351 | 351 | | Transportation Code. |
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352 | 352 | | SECTION 12. Section 1101.153, Estates Code, is amended by |
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353 | 353 | | adding Subsection (a-1) to read as follows: |
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354 | 354 | | (a-1) If the letter or certificate under Section |
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355 | 355 | | 1101.103(b)(3-a) stated that improvement in the ward's physical |
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356 | 356 | | condition or mental functioning is possible and specified a period |
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357 | 357 | | of less than a year after which the ward should be reevaluated to |
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358 | 358 | | determine continued necessity for the guardianship, an order |
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359 | 359 | | appointing a guardian must include the date by which the guardian |
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360 | 360 | | must submit to the court an updated letter or certificate |
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361 | 361 | | containing the requirements of Section 1101.103(b). |
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362 | 362 | | SECTION 13. Section 1104.002, Estates Code, is amended to |
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363 | 363 | | read as follows: |
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364 | 364 | | Sec. 1104.002. PREFERENCE OF INCAPACITATED PERSON. Before |
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365 | 365 | | appointing a guardian, the court shall make a reasonable effort to |
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366 | 366 | | consider the incapacitated person's preference of the person to be |
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367 | 367 | | appointed guardian and, to the extent consistent with other |
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368 | 368 | | provisions of this title, shall give due consideration to the |
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369 | 369 | | preference indicated by the incapacitated person, regardless of |
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370 | 370 | | whether the person has designated by declaration a guardian before |
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371 | 371 | | the need arises under Subchapter E. |
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372 | 372 | | SECTION 14. Section 1151.051, Estates Code, is amended by |
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373 | 373 | | adding Subsection (e) to read as follows: |
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374 | 374 | | (e) Notwithstanding Subsection (c)(1) and except in cases |
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375 | 375 | | of emergency, a guardian of the person of a ward may only place the |
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376 | 376 | | ward in a more restrictive care facility if: |
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377 | 377 | | (1) the guardian files an application with the court; |
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378 | 378 | | (2) the guardian provides notice to any persons who |
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379 | 379 | | have requested notice; and |
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380 | 380 | | (3) the placement is authorized by court order. |
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381 | 381 | | SECTION 15. Sections 1202.001(b) and (c), Estates Code, are |
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382 | 382 | | amended to read as follows: |
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383 | 383 | | (b) A guardianship shall be settled and closed when the |
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384 | 384 | | ward: |
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385 | 385 | | (1) dies and, if the ward was married, the ward's |
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386 | 386 | | spouse qualifies as survivor in community; |
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387 | 387 | | (2) is found by the court to have full capacity, with |
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388 | 388 | | or without supports and services, to care for himself or herself and |
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389 | 389 | | to manage the ward's property; |
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390 | 390 | | (3) is no longer a minor; or |
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391 | 391 | | (4) no longer must have a guardian appointed to |
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392 | 392 | | receive funds due the ward from any governmental source. |
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393 | 393 | | (c) Except for an order issued under Section 1101.153(a-1), |
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394 | 394 | | an [An] order appointing a guardian or a successor guardian may |
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395 | 395 | | specify a period of not more than one year during which a petition |
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396 | 396 | | for adjudication that the ward no longer requires the guardianship |
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397 | 397 | | may not be filed without special leave. |
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398 | 398 | | SECTION 16. Section 1202.051, Estates Code, is amended to |
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399 | 399 | | read as follows: |
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400 | 400 | | Sec. 1202.051. APPLICATION AUTHORIZED. A ward or any |
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401 | 401 | | person interested in the ward's welfare may file a written |
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402 | 402 | | application with the court for an order: |
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403 | 403 | | (1) finding that the ward is no longer an |
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404 | 404 | | incapacitated person and ordering the settlement and closing of the |
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405 | 405 | | guardianship; |
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406 | 406 | | (2) finding that the ward lacks the capacity, with or |
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407 | 407 | | without supports and services, to do some or all of the tasks |
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408 | 408 | | necessary to provide food, clothing, or shelter for himself or |
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409 | 409 | | herself, to care for the ward's own physical health, or to manage |
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410 | 410 | | the ward's own financial affairs and granting additional powers or |
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411 | 411 | | duties to the guardian; or |
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412 | 412 | | (3) finding that the ward has the capacity, with or |
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413 | 413 | | without supports and services, to do some, but not all, of the tasks |
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414 | 414 | | necessary to provide food, clothing, or shelter for himself or |
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415 | 415 | | herself, to care for the ward's own physical health, or to manage |
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416 | 416 | | the ward's own financial affairs and: |
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417 | 417 | | (A) limiting the guardian's powers or duties; and |
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418 | 418 | | (B) permitting the ward to care for himself or |
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419 | 419 | | herself, make personal decisions regarding residence, or [to] |
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420 | 420 | | manage the ward's own financial affairs commensurate with the |
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421 | 421 | | ward's ability, with or without supports and services. |
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422 | 422 | | SECTION 17. Section 1202.151(a), Estates Code, is amended |
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423 | 423 | | to read as follows: |
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424 | 424 | | (a) Except as provided by Section 1202.201, at a hearing on |
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425 | 425 | | an application filed under Section 1202.051, the court shall |
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426 | 426 | | consider only evidence regarding the ward's mental or physical |
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427 | 427 | | capacity at the time of the hearing that is relevant to the complete |
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428 | 428 | | restoration of the ward's capacity or modification of the ward's |
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429 | 429 | | guardianship, including whether: |
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430 | 430 | | (1) the guardianship is necessary; and |
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431 | 431 | | (2) specific powers or duties of the guardian should |
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432 | 432 | | be limited if the ward receives supports and services. |
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433 | 433 | | SECTION 18. Section 1202.152(b), Estates Code, is amended |
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434 | 434 | | to read as follows: |
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435 | 435 | | (b) A letter or certificate presented under Subsection (a) |
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436 | 436 | | must: |
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437 | 437 | | (1) describe the nature and degree of incapacity, |
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438 | 438 | | including the medical history if reasonably available, or state |
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439 | 439 | | that, in the physician's opinion, the ward has the capacity, with or |
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440 | 440 | | without supports and services, to: |
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441 | 441 | | (A) provide food, clothing, and shelter for |
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442 | 442 | | himself or herself; |
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443 | 443 | | (B) care for the ward's own physical health; and |
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444 | 444 | | (C) manage the ward's financial affairs; |
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445 | 445 | | (2) provide a medical prognosis specifying the |
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446 | 446 | | estimated severity of any incapacity; |
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447 | 447 | | (3) state how or in what manner the ward's ability to |
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448 | 448 | | make or communicate responsible decisions concerning himself or |
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449 | 449 | | herself is affected by the ward's physical or mental health; |
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450 | 450 | | (4) state whether any current medication affects the |
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451 | 451 | | ward's demeanor or the ward's ability to participate fully in a |
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452 | 452 | | court proceeding; |
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453 | 453 | | (5) describe the precise physical and mental |
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454 | 454 | | conditions underlying a diagnosis of senility, if applicable; and |
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455 | 455 | | (6) include any other information required by the |
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456 | 456 | | court. |
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457 | 457 | | SECTION 19. Section 1202.153(c), Estates Code, is amended |
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458 | 458 | | to read as follows: |
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459 | 459 | | (c) Before limiting the powers granted to or duties required |
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460 | 460 | | to be performed by the guardian under an application filed under |
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461 | 461 | | Section 1202.051, the court must find by a preponderance of the |
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462 | 462 | | evidence that the current nature and degree of the ward's |
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463 | 463 | | incapacity, with or without supports and services, warrants a |
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464 | 464 | | modification of the guardianship and that some of the ward's rights |
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465 | 465 | | need to be restored, with or without supports and services. |
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466 | 466 | | SECTION 20. Section 1202.154(a), Estates Code, is amended |
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467 | 467 | | to read as follows: |
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468 | 468 | | (a) A court order entered with respect to an application |
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469 | 469 | | filed under Section 1202.051 to completely restore a ward's |
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470 | 470 | | capacity or modify a ward's guardianship must state: |
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471 | 471 | | (1) the guardian's name; |
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472 | 472 | | (2) the ward's name; [and] |
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473 | 473 | | (3) whether the type of guardianship being addressed |
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474 | 474 | | at the proceeding is a: |
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475 | 475 | | (A) guardianship of the person; |
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476 | 476 | | (B) guardianship of the estate; or |
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477 | 477 | | (C) guardianship of both the person and the |
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478 | 478 | | estate; and |
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479 | 479 | | (4) if applicable, any necessary supports and services |
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480 | 480 | | for the restoration of the ward's capacity or modification of the |
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481 | 481 | | guardianship. |
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482 | 482 | | SECTION 21. Section 1202.156, Estates Code, is amended to |
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483 | 483 | | read as follows: |
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484 | 484 | | Sec. 1202.156. ADDITIONAL REQUIREMENTS FOR ORDER MODIFYING |
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485 | 485 | | GUARDIANSHIP. If the court finds that a guardian's powers or |
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486 | 486 | | duties should be expanded or limited, the order modifying the |
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487 | 487 | | guardianship must contain findings of fact and specify, in addition |
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488 | 488 | | to the information required by Section 1202.154: |
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489 | 489 | | (1) the specific powers, limitations, or duties of the |
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490 | 490 | | guardian with respect to the care of the ward or the management of |
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491 | 491 | | the ward's property, as appropriate; |
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492 | 492 | | (2) the specific areas of protection and assistance to |
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493 | 493 | | be provided to the ward; |
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494 | 494 | | (3) any limitation of the ward's rights; |
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495 | 495 | | (4) if the ward's incapacity resulted from a mental |
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496 | 496 | | condition, whether the ward retains the right to vote and make |
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497 | 497 | | personal decisions regarding residence; and |
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498 | 498 | | (5) that the clerk shall modify the letters of |
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499 | 499 | | guardianship to the extent applicable to conform to the order. |
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500 | 500 | | SECTION 22. The heading to Subtitle I, Title 3, Estates |
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501 | 501 | | Code, is amended to read as follows: |
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502 | 502 | | SUBTITLE I. OTHER SPECIAL PROCEEDINGS AND SUBSTITUTES FOR |
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503 | 503 | | [ALTERNATIVES TO] GUARDIANSHIP |
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504 | 504 | | SECTION 23. (a) Except as otherwise provided by this |
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505 | 505 | | section, the changes in law made by this Act apply to: |
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506 | 506 | | (1) a guardianship created before, on, or after the |
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507 | 507 | | effective date of this Act; and |
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508 | 508 | | (2) an application for a guardianship pending on, or |
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509 | 509 | | filed on or after, the effective date of this Act. |
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510 | 510 | | (b) Sections 1054.004 and 1054.054, Estates Code, as |
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511 | 511 | | amended by this Act, apply only to a guardianship proceeding for |
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512 | 512 | | which a court has appointed a guardian ad litem or attorney ad litem |
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513 | 513 | | to represent the interests of a proposed ward on or after the |
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514 | 514 | | effective date of this Act. |
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515 | 515 | | (c) Sections 1054.201, 1101.101, 1101.103, 1101.151, |
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516 | 516 | | 1101.152, and 1101.153, Estates Code, as amended by this Act, apply |
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517 | 517 | | only to a guardianship proceeding filed on or after the effective |
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518 | 518 | | date of this Act. A guardianship proceeding filed before the |
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519 | 519 | | effective date of this Act is governed by the law in effect on the |
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520 | 520 | | date the proceeding was filed, and the former law is continued in |
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521 | 521 | | effect for that purpose. |
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522 | 522 | | (d) Section 1101.001, Estates Code, as amended by this Act, |
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523 | 523 | | applies only to an application for the appointment of a guardian |
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524 | 524 | | filed on or after the effective date of this Act. An application |
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525 | 525 | | for the appointment of a guardian filed before the effective date of |
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526 | 526 | | this Act is governed by the law in effect on the date the |
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527 | 527 | | application was filed, and the former law is continued in effect for |
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528 | 528 | | that purpose. |
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529 | 529 | | (e) Section 1202.051, Estates Code, as amended by this Act, |
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530 | 530 | | applies only to an application for the restoration of a ward's |
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531 | 531 | | capacity or the modification of a ward's guardianship that is filed |
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532 | 532 | | on or after the effective date of this Act. An application for the |
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533 | 533 | | restoration of a ward's capacity or the modification of a ward's |
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534 | 534 | | guardianship that is filed before the effective date of this Act is |
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535 | 535 | | governed by the law in effect on the date the application was filed, |
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536 | 536 | | and the former law is continued in effect for that purpose. |
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537 | 537 | | (f) Sections 1202.151, 1202.152, 1202.153, 1202.154, and |
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538 | 538 | | 1202.156, Estates Code, as amended by this Act, apply only to a |
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539 | 539 | | proceeding for the restoration of a ward's capacity or the |
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540 | 540 | | modification of a ward's guardianship that is filed on or after the |
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541 | 541 | | effective date of this Act. An application for the restoration of a |
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542 | 542 | | ward's capacity or the modification of a ward's guardianship that is |
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543 | 543 | | filed before the effective date of this Act is governed by the law |
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544 | 544 | | in effect on the date the application was filed, and the former law |
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545 | 545 | | is continued in effect for that purpose. |
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546 | 546 | | SECTION 24. This Act takes effect September 1, 2015. |
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