1 | 1 | | 85R1508 MTB-F |
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2 | 2 | | By: Farrar H.B. No. 3847 |
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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, substitutes for guardianships, and |
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8 | 8 | | durable powers of attorney for persons with disabilities or who are |
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9 | 9 | | incapacitated. |
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10 | 10 | | BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS: |
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11 | 11 | | SECTION 1. Section 751.052, Estates Code, is amended to |
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12 | 12 | | read as follows: |
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13 | 13 | | Sec. 751.052. RELATION OF ATTORNEY IN FACT OR AGENT TO |
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14 | 14 | | COURT-APPOINTED GUARDIAN OF ESTATE. (a) If, after execution of a |
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15 | 15 | | durable power of attorney, a court [of the principal's domicile] |
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16 | 16 | | appoints a temporary or permanent guardian of the estate for a ward |
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17 | 17 | | who is [of] the principal who executed the power of attorney, the |
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18 | 18 | | powers and authority granted to [of] the attorney in fact or agent |
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19 | 19 | | named in the power of attorney are automatically revoked on the |
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20 | 20 | | qualification of the guardian unless the court enters an order |
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21 | 21 | | that: |
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22 | 22 | | (1) affirms and states the effectiveness of the power |
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23 | 23 | | of attorney; and |
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24 | 24 | | (2) confirms the validity of the appointment of the |
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25 | 25 | | named attorney in fact or agent [terminate on the qualification of |
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26 | 26 | | the guardian of the estate]. |
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27 | 27 | | (b) If the powers and authority of an [The] attorney in fact |
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28 | 28 | | or agent are revoked as provided by Subsection (a), the attorney in |
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29 | 29 | | fact or agent shall: |
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30 | 30 | | (1) deliver to the guardian of the estate all assets of |
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31 | 31 | | the ward's estate that are in the possession of the attorney in fact |
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32 | 32 | | or agent; and |
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33 | 33 | | (2) account to the guardian of the estate as the |
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34 | 34 | | attorney in fact or agent would account to the principal if the |
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35 | 35 | | principal had terminated the powers of the attorney in fact or |
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36 | 36 | | agent. |
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37 | 37 | | [(b) If, after execution of a durable power of attorney, a |
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38 | 38 | | court of the principal's domicile appoints a temporary guardian of |
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39 | 39 | | the estate of the principal, the court may suspend the powers of the |
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40 | 40 | | attorney in fact or agent on the qualification of the temporary |
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41 | 41 | | guardian of the estate until the date the term of the temporary |
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42 | 42 | | guardian expires. This subsection may not be construed to prohibit |
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43 | 43 | | the application for or issuance of a temporary restraining order |
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44 | 44 | | under applicable law.] |
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45 | 45 | | SECTION 2. Section 751.054(a), Estates Code, is amended to |
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46 | 46 | | read as follows: |
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47 | 47 | | (a) The revocation by, the death of, or the qualification of |
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48 | 48 | | a temporary or permanent guardian of the estate of a principal who |
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49 | 49 | | has executed a durable power of attorney or the removal of an |
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50 | 50 | | attorney in fact or agent under Chapter 753 does not revoke or |
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51 | 51 | | terminate the agency as to the attorney in fact, agent, or other |
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52 | 52 | | person who acts in good faith under or in reliance on the power |
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53 | 53 | | without actual knowledge of the termination of the power by: |
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54 | 54 | | (1) the revocation; |
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55 | 55 | | (2) the principal's death; [or] |
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56 | 56 | | (3) the qualification of a guardian of the estate of |
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57 | 57 | | the principal; or |
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58 | 58 | | (4) the attorney in fact's or agent's removal. |
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59 | 59 | | SECTION 3. Section 751.055(a), Estates Code, is amended to |
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60 | 60 | | read as follows: |
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61 | 61 | | (a) As to an act undertaken in good-faith reliance on a |
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62 | 62 | | durable power of attorney, an affidavit executed by the attorney in |
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63 | 63 | | fact or agent under the durable power of attorney stating that the |
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64 | 64 | | attorney in fact or agent did not have, at the time the power was |
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65 | 65 | | exercised, actual knowledge of the termination of the power by |
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66 | 66 | | revocation, the principal's death, the principal's divorce or the |
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67 | 67 | | annulment of the principal's marriage if the attorney in fact or |
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68 | 68 | | agent was the principal's spouse, [or] the qualification of a |
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69 | 69 | | temporary or permanent guardian of the estate of the principal, or |
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70 | 70 | | the attorney in fact's or agent's removal, is conclusive proof as |
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71 | 71 | | between the attorney in fact or agent and a person other than the |
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72 | 72 | | principal or the principal's personal representative dealing with |
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73 | 73 | | the attorney in fact or agent of the nonrevocation or |
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74 | 74 | | nontermination of the power at that time. |
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75 | 75 | | SECTION 4. Section 752.051, Estates Code, is amended to |
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76 | 76 | | read as follows: |
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77 | 77 | | Sec. 752.051. FORM. The following form is known as a |
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78 | 78 | | "statutory durable power of attorney": |
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79 | 79 | | STATUTORY DURABLE POWER OF ATTORNEY |
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80 | 80 | | NOTICE: THE POWERS GRANTED BY THIS DOCUMENT ARE BROAD AND SWEEPING. |
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81 | 81 | | THEY ARE EXPLAINED IN THE DURABLE POWER OF ATTORNEY ACT, SUBTITLE P, |
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82 | 82 | | TITLE 2, ESTATES CODE. IF YOU HAVE ANY QUESTIONS ABOUT THESE |
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83 | 83 | | POWERS, OBTAIN COMPETENT LEGAL ADVICE. THIS DOCUMENT DOES NOT |
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84 | 84 | | AUTHORIZE ANYONE TO MAKE MEDICAL AND OTHER HEALTH-CARE DECISIONS |
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85 | 85 | | FOR YOU. YOU MAY REVOKE THIS POWER OF ATTORNEY IF YOU LATER WISH TO |
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86 | 86 | | DO SO. |
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87 | 87 | | You should select someone you trust to serve as your agent |
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88 | 88 | | (attorney in fact). Unless you specify otherwise, generally the |
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89 | 89 | | agent's (attorney in fact's) authority will continue until: |
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90 | 90 | | (1) you die or revoke the power of attorney; |
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91 | 91 | | (2) your agent (attorney in fact) resigns, is removed |
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92 | 92 | | by court order, or is unable to act for you; or |
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93 | 93 | | (3) a guardian is appointed for your estate. |
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94 | 94 | | I, __________ (insert your name and address), appoint |
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95 | 95 | | __________ (insert the name and address of the person appointed) as |
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96 | 96 | | my agent (attorney in fact) to act for me in any lawful way with |
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97 | 97 | | respect to all of the following powers that I have initialed below. |
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98 | 98 | | TO GRANT ALL OF THE FOLLOWING POWERS, INITIAL THE LINE IN |
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99 | 99 | | FRONT OF (N) AND IGNORE THE LINES IN FRONT OF THE OTHER POWERS |
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100 | 100 | | LISTED IN (A) THROUGH (M). |
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101 | 101 | | TO GRANT A POWER, YOU MUST INITIAL THE LINE IN FRONT OF THE |
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102 | 102 | | POWER YOU ARE GRANTING. |
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103 | 103 | | TO WITHHOLD A POWER, DO NOT INITIAL THE LINE IN FRONT OF THE |
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104 | 104 | | POWER. YOU MAY, BUT DO NOT NEED TO, CROSS OUT EACH POWER WITHHELD. |
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105 | 105 | | ____ (A) Real property transactions; |
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106 | 106 | | ____ (B) Tangible personal property transactions; |
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107 | 107 | | ____ (C) Stock and bond transactions; |
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108 | 108 | | ____ (D) Commodity and option transactions; |
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109 | 109 | | ____ (E) Banking and other financial institution |
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110 | 110 | | transactions; |
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111 | 111 | | ____ (F) Business operating transactions; |
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112 | 112 | | ____ (G) Insurance and annuity transactions; |
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113 | 113 | | ____ (H) Estate, trust, and other beneficiary transactions; |
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114 | 114 | | ____ (I) Claims and litigation; |
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115 | 115 | | ____ (J) Personal and family maintenance; |
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116 | 116 | | ____ (K) Benefits from social security, Medicare, Medicaid, |
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117 | 117 | | or other governmental programs or civil or military service; |
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118 | 118 | | ____ (L) Retirement plan transactions; |
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119 | 119 | | ____ (M) Tax matters; |
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120 | 120 | | ____ (N) ALL OF THE POWERS LISTED IN (A) THROUGH (M). YOU DO |
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121 | 121 | | NOT HAVE TO INITIAL THE LINE IN FRONT OF ANY OTHER POWER IF YOU |
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122 | 122 | | INITIAL LINE (N). |
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123 | 123 | | SPECIAL INSTRUCTIONS: |
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124 | 124 | | Special instructions applicable to gifts (initial in front of |
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125 | 125 | | the following sentence to have it apply): |
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126 | 126 | | ____ I grant my agent (attorney in fact) the power to apply my |
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127 | 127 | | property to make gifts outright to or for the benefit of a person, |
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128 | 128 | | including by the exercise of a presently exercisable general power |
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129 | 129 | | of appointment held by me, except that the amount of a gift to an |
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130 | 130 | | individual may not exceed the amount of annual exclusions allowed |
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131 | 131 | | from the federal gift tax for the calendar year of the gift. |
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132 | 132 | | ON THE FOLLOWING LINES YOU MAY GIVE SPECIAL INSTRUCTIONS |
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133 | 133 | | LIMITING OR EXTENDING THE POWERS GRANTED TO YOUR AGENT. |
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134 | 134 | | ________________________________________________________________ |
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135 | 135 | | ________________________________________________________________ |
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136 | 136 | | ________________________________________________________________ |
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137 | 137 | | ________________________________________________________________ |
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138 | 138 | | ________________________________________________________________ |
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139 | 139 | | ________________________________________________________________ |
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140 | 140 | | ________________________________________________________________ |
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141 | 141 | | ________________________________________________________________ |
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142 | 142 | | ________________________________________________________________ |
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143 | 143 | | UNLESS YOU DIRECT OTHERWISE ABOVE, THIS POWER OF ATTORNEY IS |
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144 | 144 | | EFFECTIVE IMMEDIATELY AND WILL CONTINUE UNTIL IT IS REVOKED. |
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145 | 145 | | CHOOSE ONE OF THE FOLLOWING ALTERNATIVES BY CROSSING OUT THE |
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146 | 146 | | ALTERNATIVE NOT CHOSEN: |
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147 | 147 | | (A) This power of attorney is not affected by my subsequent |
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148 | 148 | | disability or incapacity. |
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149 | 149 | | (B) This power of attorney becomes effective upon my |
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150 | 150 | | disability or incapacity. |
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151 | 151 | | YOU SHOULD CHOOSE ALTERNATIVE (A) IF THIS POWER OF ATTORNEY |
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152 | 152 | | IS TO BECOME EFFECTIVE ON THE DATE IT IS EXECUTED. |
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153 | 153 | | IF NEITHER (A) NOR (B) IS CROSSED OUT, IT WILL BE ASSUMED THAT |
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154 | 154 | | YOU CHOSE ALTERNATIVE (A). |
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155 | 155 | | If Alternative (B) is chosen and a definition of my |
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156 | 156 | | disability or incapacity is not contained in this power of |
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157 | 157 | | attorney, I shall be considered disabled or incapacitated for |
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158 | 158 | | purposes of this power of attorney if a physician certifies in |
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159 | 159 | | writing at a date later than the date this power of attorney is |
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160 | 160 | | executed that, based on the physician's medical examination of me, |
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161 | 161 | | I am mentally incapable of managing my financial affairs. I |
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162 | 162 | | authorize the physician who examines me for this purpose to |
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163 | 163 | | disclose my physical or mental condition to another person for |
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164 | 164 | | purposes of this power of attorney. A third party who accepts this |
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165 | 165 | | power of attorney is fully protected from any action taken under |
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166 | 166 | | this power of attorney that is based on the determination made by a |
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167 | 167 | | physician of my disability or incapacity. |
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168 | 168 | | I agree that any third party who receives a copy of this |
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169 | 169 | | document may act under it. Revocation of the durable power of |
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170 | 170 | | attorney is not effective as to a third party until the third party |
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171 | 171 | | receives actual notice of the revocation. I agree to indemnify the |
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172 | 172 | | third party for any claims that arise against the third party |
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173 | 173 | | because of reliance on this power of attorney. |
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174 | 174 | | If any agent named by me dies, becomes legally disabled, |
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175 | 175 | | resigns, [or] refuses to act, or is removed by court order, I name |
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176 | 176 | | the following (each to act alone and successively, in the order |
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177 | 177 | | named) as successor(s) to that agent: __________. |
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178 | 178 | | Signed this ______ day of __________, _____________ |
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179 | 179 | | ___________________________ |
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180 | 180 | | (your signature) |
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181 | 181 | | State of _______________________ |
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182 | 182 | | County of ______________________ |
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183 | 183 | | This document was acknowledged before me on ____________(date) by |
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184 | 184 | | ________________________ |
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185 | 185 | | (name of principal) |
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186 | 186 | | ______________________________ |
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187 | 187 | | (signature of notarial officer) |
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188 | 188 | | (Seal, if any, of notary) |
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189 | 189 | | ________________________________________ |
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190 | 190 | | (printed name) |
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191 | 191 | | My commission expires: ______________ |
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192 | 192 | | IMPORTANT INFORMATION FOR AGENT (ATTORNEY IN FACT) |
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193 | 193 | | Agent's Duties |
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194 | 194 | | When you accept the authority granted under this power of |
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195 | 195 | | attorney, you establish a "fiduciary" relationship with the |
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196 | 196 | | principal. This is a special legal relationship that imposes on you |
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197 | 197 | | legal duties that continue until you resign or the power of attorney |
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198 | 198 | | is terminated or revoked by the principal or by operation of law. A |
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199 | 199 | | fiduciary duty generally includes the duty to: |
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200 | 200 | | (1) act in good faith; |
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201 | 201 | | (2) do nothing beyond the authority granted in this |
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202 | 202 | | power of attorney; |
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203 | 203 | | (3) act loyally for the principal's benefit; |
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204 | 204 | | (4) avoid conflicts that would impair your ability to |
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205 | 205 | | act in the principal's best interest; and |
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206 | 206 | | (5) disclose your identity as an agent or attorney in |
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207 | 207 | | fact when you act for the principal by writing or printing the name |
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208 | 208 | | of the principal and signing your own name as "agent" or "attorney |
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209 | 209 | | in fact" in the following manner: |
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210 | 210 | | (Principal's Name) by (Your Signature) as Agent (or as |
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211 | 211 | | Attorney in Fact) |
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212 | 212 | | In addition, the Durable Power of Attorney Act (Subtitle P, |
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213 | 213 | | Title 2, Estates Code) requires you to: |
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214 | 214 | | (1) maintain records of each action taken or decision |
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215 | 215 | | made on behalf of the principal; |
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216 | 216 | | (2) maintain all records until delivered to the |
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217 | 217 | | principal, released by the principal, or discharged by a court; and |
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218 | 218 | | (3) if requested by the principal, provide an |
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219 | 219 | | accounting to the principal that, unless otherwise directed by the |
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220 | 220 | | principal or otherwise provided in the Special Instructions, must |
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221 | 221 | | include: |
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222 | 222 | | (A) the property belonging to the principal that |
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223 | 223 | | has come to your knowledge or into your possession; |
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224 | 224 | | (B) each action taken or decision made by you as |
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225 | 225 | | agent or attorney in fact; |
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226 | 226 | | (C) a complete account of receipts, |
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227 | 227 | | disbursements, and other actions of you as agent or attorney in fact |
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228 | 228 | | that includes the source and nature of each receipt, disbursement, |
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229 | 229 | | or action, with receipts of principal and income shown separately; |
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230 | 230 | | (D) a listing of all property over which you have |
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231 | 231 | | exercised control that includes an adequate description of each |
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232 | 232 | | asset and the asset's current value, if known to you; |
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233 | 233 | | (E) the cash balance on hand and the name and |
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234 | 234 | | location of the depository at which the cash balance is kept; |
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235 | 235 | | (F) each known liability; |
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236 | 236 | | (G) any other information and facts known to you |
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237 | 237 | | as necessary for a full and definite understanding of the exact |
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238 | 238 | | condition of the property belonging to the principal; and |
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239 | 239 | | (H) all documentation regarding the principal's |
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240 | 240 | | property. |
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241 | 241 | | Termination of Agent's Authority |
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242 | 242 | | You must stop acting on behalf of the principal if you learn |
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243 | 243 | | of any event that terminates this power of attorney or your |
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244 | 244 | | authority under this power of attorney. An event that terminates |
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245 | 245 | | this power of attorney or your authority to act under this power of |
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246 | 246 | | attorney includes: |
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247 | 247 | | (1) the principal's death; |
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248 | 248 | | (2) the principal's revocation of this power of |
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249 | 249 | | attorney or your authority; |
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250 | 250 | | (3) the occurrence of a termination event stated in |
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251 | 251 | | this power of attorney; |
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252 | 252 | | (4) if you are married to the principal, the |
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253 | 253 | | dissolution of your marriage by court decree of divorce or |
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254 | 254 | | annulment; |
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255 | 255 | | (5) the appointment and qualification of a temporary |
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256 | 256 | | or permanent guardian of the principal's estate unless a court |
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257 | 257 | | order provides otherwise; or |
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258 | 258 | | (6) if ordered by a court, your removal as agent |
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259 | 259 | | (attorney in fact) under this power of attorney [if ordered by a |
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260 | 260 | | court, the suspension of this power of attorney on the appointment |
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261 | 261 | | and qualification of a temporary guardian until the date the term of |
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262 | 262 | | the temporary guardian expires]. |
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263 | 263 | | Liability of Agent |
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264 | 264 | | The authority granted to you under this power of attorney is |
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265 | 265 | | specified in the Durable Power of Attorney Act (Subtitle P, Title 2, |
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266 | 266 | | Estates Code). If you violate the Durable Power of Attorney Act or |
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267 | 267 | | act beyond the authority granted, you may be liable for any damages |
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268 | 268 | | caused by the violation or subject to prosecution for |
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269 | 269 | | misapplication of property by a fiduciary under Chapter 32 of the |
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270 | 270 | | Texas Penal Code. |
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271 | 271 | | THE ATTORNEY IN FACT OR AGENT, BY ACCEPTING OR ACTING UNDER |
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272 | 272 | | THE APPOINTMENT, ASSUMES THE FIDUCIARY AND OTHER LEGAL |
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273 | 273 | | RESPONSIBILITIES OF AN AGENT. |
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274 | 274 | | SECTION 5. Subtitle P, Title 2, Estates Code, is amended by |
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275 | 275 | | adding Chapter 753 to read as follows: |
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276 | 276 | | CHAPTER 753. REMOVAL OF ATTORNEY IN FACT OR AGENT |
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277 | 277 | | Sec. 753.001. PROCEDURE FOR REMOVAL. (a) The following |
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278 | 278 | | persons may file a petition under this section: |
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279 | 279 | | (1) any person named as a successor attorney in fact or |
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280 | 280 | | agent in a durable power of attorney; or |
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281 | 281 | | (2) if the person with respect to whom a guardianship |
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282 | 282 | | proceeding has been commenced is a principal who has executed a |
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283 | 283 | | durable power of attorney, any person interested in the |
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284 | 284 | | guardianship proceeding, including an attorney ad litem or guardian |
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285 | 285 | | ad litem. |
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286 | 286 | | (b) On the petition of a person described by Subsection (a), |
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287 | 287 | | a probate court, after a hearing, may enter an order to: |
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288 | 288 | | (1) remove a person named and serving as an attorney in |
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289 | 289 | | fact or agent under a durable power of attorney and, subject to |
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290 | 290 | | Subsection (d), authorize the appointment of a successor attorney |
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291 | 291 | | in fact or agent who is named in the durable power of attorney; and |
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292 | 292 | | (2) if compensation is allowed by the terms of the |
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293 | 293 | | durable power of attorney, deny all or part of the removed attorney |
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294 | 294 | | in fact's or agent's compensation. |
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295 | 295 | | (c) A court may enter an order under Subsection (b) if the |
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296 | 296 | | court finds: |
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297 | 297 | | (1) that the attorney in fact or agent has breached the |
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298 | 298 | | attorney in fact's or agent's fiduciary duties to the principal; |
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299 | 299 | | (2) that the attorney in fact or agent has materially |
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300 | 300 | | violated or attempted to violate the terms of the durable power of |
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301 | 301 | | attorney and the violation or attempted violation results in a |
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302 | 302 | | material financial loss to the principal; |
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303 | 303 | | (3) that the attorney in fact or agent is |
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304 | 304 | | incapacitated or is otherwise incapable of properly performing the |
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305 | 305 | | attorney in fact's or agent's duties; |
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306 | 306 | | (4) that the attorney in fact or agent has failed to |
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307 | 307 | | make an accounting: |
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308 | 308 | | (A) that is required by Section 751.104 or other |
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309 | 309 | | law or by the terms of the durable power of attorney; or |
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310 | 310 | | (B) as ordered by the court; or |
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311 | 311 | | (5) another cause for removal. |
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312 | 312 | | (d) The court may not authorize the appointment of a |
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313 | 313 | | successor attorney in fact or agent who is named in the durable |
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314 | 314 | | power of attorney under Subsection (b) unless the court enters a |
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315 | 315 | | finding that the person is qualified and capable of properly |
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316 | 316 | | performing the duties owed by the person to the principal under the |
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317 | 317 | | terms of the durable power of attorney and other applicable law. |
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318 | 318 | | Sec. 753.002. NOTICE TO THIRD PARTIES. Not later than the |
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319 | 319 | | 21st day after the date the court enters an order removing an |
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320 | 320 | | attorney in fact or agent and authorizing the appointment of a |
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321 | 321 | | successor under Section 753.001, the successor attorney in fact or |
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322 | 322 | | agent shall provide actual notice of the order to each third party |
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323 | 323 | | that the attorney in fact or agent has reason to believe relied on |
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324 | 324 | | or may rely on the durable power of attorney. |
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325 | 325 | | SECTION 6. Section 1055.003, Estates Code, is amended by |
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326 | 326 | | adding Subsection (d) to read as follows: |
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327 | 327 | | (d) This section does not apply to a person who is entitled |
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328 | 328 | | to receive notice under Section 1051.104. |
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329 | 329 | | SECTION 7. Section 1101.002, Estates Code, is amended to |
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330 | 330 | | read as follows: |
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331 | 331 | | Sec. 1101.002. CONTENTS OF APPLICATION; CONFIDENTIALITY OF |
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332 | 332 | | CERTAIN ADDRESSES. An application filed under Section 1101.001 may |
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333 | 333 | | omit the address of a person named in the application if: |
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334 | 334 | | (1) the application states that the person is or was |
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335 | 335 | | protected by a protective order issued under Chapter 85, Family |
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336 | 336 | | Code; |
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337 | 337 | | (2) a copy of the protective order is attached to the |
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338 | 338 | | application as an exhibit; |
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339 | 339 | | (3) the application states the county in which the |
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340 | 340 | | person resides; |
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341 | 341 | | (4) the application indicates the place where notice |
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342 | 342 | | to or the issuance and service of citation on the person may be made |
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343 | 343 | | or sent; and |
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344 | 344 | | (5) the application is accompanied by a request for an |
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345 | 345 | | order under Section 1051.201 specifying the manner of issuance, |
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346 | 346 | | service, and return of citation or notice on the person. |
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347 | 347 | | SECTION 8. Section 1357.052, Estates Code, is amended to |
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348 | 348 | | read as follows: |
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349 | 349 | | Sec. 1357.052. AUTHORITY AND DUTIES OF SUPPORTER. (a) A |
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350 | 350 | | supporter may exercise the authority granted to the supporter in |
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351 | 351 | | the supported decision-making agreement. |
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352 | 352 | | (b) A supporter is in a fiduciary relationship with the |
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353 | 353 | | adult with a disability with whom the supporter enters into a |
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354 | 354 | | supported decision-making agreement. The supporter owes to the |
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355 | 355 | | adult with a disability the duties listed in the form provided by |
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356 | 356 | | Section 1357.056(a), regardless of whether that form is used for |
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357 | 357 | | the supported decision-making agreement. |
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358 | 358 | | SECTION 9. Section 1357.053(b), Estates Code, is amended to |
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359 | 359 | | read as follows: |
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360 | 360 | | (b) The supported decision-making agreement is terminated |
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361 | 361 | | if: |
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362 | 362 | | (1) the Department of Family and Protective Services |
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363 | 363 | | finds that the adult with a disability has been abused, neglected, |
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364 | 364 | | or exploited by the supporter; [or] |
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365 | 365 | | (2) the supporter is found criminally liable for |
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366 | 366 | | conduct described by Subdivision (1); or |
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367 | 367 | | (3) a guardian of the person or estate appointed for |
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368 | 368 | | the adult with a disability qualifies. |
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369 | 369 | | SECTION 10. Section 1357.056(a), Estates Code, is amended |
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370 | 370 | | to read as follows: |
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371 | 371 | | (a) Subject to Subsection (b), a supported decision-making |
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372 | 372 | | agreement is valid only if it is in substantially the following |
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373 | 373 | | form: |
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374 | 374 | | SUPPORTED DECISION-MAKING AGREEMENT |
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375 | 375 | | Important Information For Supporter: Duties |
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376 | 376 | | When you accept the authority granted to a supporter under |
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377 | 377 | | this supported decision-making agreement, you establish a |
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378 | 378 | | "fiduciary" relationship with the adult with a disability. This is |
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379 | 379 | | a special legal relationship that imposes on you legal duties that |
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380 | 380 | | continue until the agreement is terminated by either party, by the |
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381 | 381 | | terms of the agreement, or by operation of law. A fiduciary duty |
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382 | 382 | | generally includes the duty to: |
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383 | 383 | | (1) act in good faith; |
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384 | 384 | | (2) do nothing beyond the authority granted in this |
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385 | 385 | | agreement; |
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386 | 386 | | (3) act loyally for the benefit of the adult with a |
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387 | 387 | | disability; |
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388 | 388 | | (4) disclose to the adult with a disability pertinent |
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389 | 389 | | information affecting that person; and |
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390 | 390 | | (5) avoid conflicts that would impair your ability to |
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391 | 391 | | act in the best interest of the adult with a disability. |
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392 | 392 | | Important Information For Supporter: Termination of Authority |
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393 | 393 | | You must stop acting as a supporter on behalf of the adult |
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394 | 394 | | with a disability if you learn of any event that terminates this |
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395 | 395 | | agreement or your authority to act under it. An event that |
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396 | 396 | | terminates this agreement or your authority to act under it |
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397 | 397 | | includes: |
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398 | 398 | | (1) the termination of the agreement by either you or |
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399 | 399 | | the adult with a disability; |
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400 | 400 | | (2) the appointment and qualification of a guardian of |
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401 | 401 | | the person or estate for the adult with a disability; |
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402 | 402 | | (3) a finding by the Department of Family and |
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403 | 403 | | Protective Services that the adult with a disability has been |
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404 | 404 | | abused, neglected, or exploited by you; or |
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405 | 405 | | (4) a finding that you are criminally liable for |
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406 | 406 | | abusing, neglecting, or exploiting the adult with a disability. |
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407 | 407 | | Appointment of Supporter |
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408 | 408 | | I, (insert your name), make this agreement of my own free |
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409 | 409 | | will. |
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410 | 410 | | I agree and designate that: |
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411 | 411 | | Name: |
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412 | 412 | | Address: |
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413 | 413 | | Phone Number: |
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414 | 414 | | E-mail Address: |
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415 | 415 | | is my supporter. My supporter may help me with making everyday |
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416 | 416 | | life decisions relating to the following: |
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417 | 417 | | Y/N obtaining food, clothing, and shelter |
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418 | 418 | | Y/N taking care of my physical health |
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419 | 419 | | Y/N managing my financial affairs. |
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420 | 420 | | My supporter is not allowed to make decisions for me. To help |
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421 | 421 | | me with my decisions, my supporter may: |
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422 | 422 | | 1. Help me access, collect, or obtain information that is |
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423 | 423 | | relevant to a decision, including medical, psychological, |
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424 | 424 | | financial, educational, or treatment records; |
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425 | 425 | | 2. Help me understand my options so I can make an informed |
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426 | 426 | | decision; or |
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427 | 427 | | 3. Help me communicate my decision to appropriate persons. |
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428 | 428 | | Y/N A release allowing my supporter to see protected |
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429 | 429 | | health information under the Health Insurance Portability and |
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430 | 430 | | Accountability Act of 1996 (Pub. L. No. 104-191) is attached. |
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431 | 431 | | Y/N A release allowing my supporter to see educational |
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432 | 432 | | records under the Family Educational Rights and Privacy Act of 1974 |
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433 | 433 | | (20 U.S.C. Section 1232g) is attached. |
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434 | 434 | | Effective Date of Supported Decision-Making Agreement |
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435 | 435 | | This supported decision-making agreement is effective |
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436 | 436 | | immediately and will continue until (insert date) or until the |
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437 | 437 | | agreement is terminated by my supporter or me or by operation of |
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438 | 438 | | law. |
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439 | 439 | | Signed this ______ day of _________, 20___ |
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440 | 440 | | Consent of Supporter |
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441 | 441 | | I, (name of supporter), consent to act as a supporter under |
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442 | 442 | | this agreement. |
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443 | 443 | | (signature of supporter)(printed name of supporter) |
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444 | 444 | | Signature |
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445 | 445 | | (my signature)(my printed name) |
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446 | 446 | | (witness 1 signature)(printed name of witness 1) |
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447 | 447 | | (witness 2 signature)(printed name of witness 2) |
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448 | 448 | | State of |
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449 | 449 | | County of |
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450 | 450 | | This document was acknowledged before me |
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451 | 451 | | on _______________________________ (date) |
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452 | 452 | | by _______________________________ and _______________________ |
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453 | 453 | | (name of adult with a disability)(name of supporter) |
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454 | 454 | | (signature of notarial officer) |
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455 | 455 | | (Seal, if any, of notary) |
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456 | 456 | | (printed name) |
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457 | 457 | | My commission expires: |
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458 | 458 | | WARNING: PROTECTION FOR THE ADULT WITH A DISABILITY |
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459 | 459 | | IF A PERSON WHO RECEIVES A COPY OF THIS AGREEMENT OR IS AWARE |
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460 | 460 | | OF THE EXISTENCE OF THIS AGREEMENT HAS CAUSE TO BELIEVE THAT THE |
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461 | 461 | | ADULT WITH A DISABILITY IS BEING ABUSED, NEGLECTED, OR EXPLOITED BY |
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462 | 462 | | THE SUPPORTER, THE PERSON SHALL REPORT THE ALLEGED ABUSE, NEGLECT, |
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463 | 463 | | OR EXPLOITATION TO THE DEPARTMENT OF FAMILY AND PROTECTIVE SERVICES |
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464 | 464 | | BY CALLING THE ABUSE HOTLINE AT 1-800-252-5400 OR ONLINE AT |
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465 | 465 | | WWW.TXABUSEHOTLINE.ORG. |
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466 | 466 | | SECTION 11. (a) Sections 751.052, 751.054(a), and |
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467 | 467 | | 751.055(a), Estates Code, as amended by this Act, and Chapter 753, |
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468 | 468 | | Estates Code, as added by this Act, apply to a durable power of |
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469 | 469 | | attorney, including a statutory durable power of attorney, executed |
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470 | 470 | | before, on, or after the effective date of this Act. |
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471 | 471 | | (b) Section 752.051, Estates Code, as amended by this Act, |
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472 | 472 | | applies to a statutory durable power of attorney executed on or |
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473 | 473 | | after the effective date of this Act. A statutory durable power of |
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474 | 474 | | attorney executed before the effective date of this Act is governed |
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475 | 475 | | by the law as it existed on the date the statutory durable power of |
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476 | 476 | | attorney was executed, and the former law is continued in effect for |
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477 | 477 | | that purpose. |
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478 | 478 | | (c) Section 1055.003(d), Estates Code, as added by this Act, |
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479 | 479 | | applies to a guardianship proceeding that is pending or commenced |
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480 | 480 | | on or after the effective date of this Act. |
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481 | 481 | | (d) Section 1101.002, Estates Code, as amended by this Act, |
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482 | 482 | | applies to an application for a guardianship filed on or after the |
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483 | 483 | | effective date of this Act. |
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484 | 484 | | (e) Sections 1357.052 and 1357.053(b), Estates Code, as |
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485 | 485 | | amended by this Act, apply to a supported decision-making agreement |
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486 | 486 | | entered into before, on, or after the effective date of this Act. |
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487 | 487 | | (f) Section 1357.056(a), Estates Code, as amended by this |
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488 | 488 | | Act, applies to a supported decision-making agreement entered into |
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489 | 489 | | on or after the effective date of this Act. A supported |
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490 | 490 | | decision-making agreement entered into before the effective date of |
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491 | 491 | | this Act is governed by the law as it existed on the date the |
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492 | 492 | | supported decision-making agreement was entered into, and the |
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493 | 493 | | former law is continued in effect for that purpose. |
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494 | 494 | | SECTION 12. This Act takes effect September 1, 2017. |
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