85R7236 KFF-F By: Metcalf H.B. No. 3901 A BILL TO BE ENTITLED AN ACT relating to parental administrations for certain adults with intellectual disabilities and the prosecution of a related criminal offense. BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS: SECTION 1. Section 1002.0015, Estates Code, is amended to read as follows: Sec. 1002.0015. ALTERNATIVES TO GUARDIANSHIP. "Alternatives to guardianship" includes the: (1) execution of a medical power of attorney under Chapter 166, Health and Safety Code; (2) appointment of an attorney in fact or agent under a durable power of attorney as provided by Subtitle P, Title 2; (3) execution of a declaration for mental health treatment under Chapter 137, Civil Practice and Remedies Code; (4) appointment of a representative payee to manage public benefits; (5) establishment of a joint bank account; (6) creation of a management trust under Chapter 1301; (7) creation of a special needs trust; (8) designation of a guardian before the need arises under Subchapter E, Chapter 1104; [and] (9) establishment of alternate forms of decision-making based on person-centered planning; and (10) appointment of a parental administrator under Chapter 1359. SECTION 2. Section 1002.002, Estates Code, is amended to read as follows: Sec. 1002.002. ATTORNEY AD LITEM. "Attorney ad litem" means an attorney appointed by a court to represent and advocate on behalf of: (1) a proposed ward, an incapacitated person, an unborn person, or another person described by Section 1054.007 in a guardianship proceeding; or (2) a proposed incapacitated adult, as defined by Section 1359.001, in a proceeding for a parental administration under Chapter 1359. SECTION 3. Subchapter A, Chapter 1202, Estates Code, is amended by adding Section 1202.004 to read as follows: Sec. 1202.004. TERMINATION OF GUARDIANSHIP OF THE PERSON IF ELIGIBLE FOR PARENTAL ADMINISTRATION. On the application of a parent, as defined by Section 1359.001, a court with jurisdiction over a guardianship of the person may terminate the guardianship on a finding that the ward qualifies as an incapacitated adult under Chapter 1359 and appoint a parental administrator of the incapacitated adult under that chapter. SECTION 4. Subtitle I, Title 3, Estates Code, is amended by adding Chapter 1359 to read as follows: CHAPTER 1359. PARENTAL ADMINISTRATION SUBCHAPTER A. GENERAL PROVISIONS RELATING TO APPOINTMENT OF PARENTAL ADMINISTRATOR Sec. 1359.001. DEFINITIONS. (a) In this chapter: (1) "Incapacitated adult" means a person who is 18 years of age or older or will be 18 years of age within 180 days of the date of an application under this chapter who, because of a mental condition, is substantially unable to: (A) provide food, clothing, or shelter for himself or herself; (B) care for the person's own physical health; or (C) manage the person's own financial affairs. (2) "Intellectual disability" has the meaning assigned by Section 591.003, Health and Safety Code. (3) "Parent" has the meaning assigned by Section 1002.022, except that the term includes a person who was appointed the conservator of a child under Chapter 153, Family Code. (4) "Proposed incapacitated adult" means a person alleged in a parental administration proceeding under this chapter to be an incapacitated adult. (b) To the extent a definition of a term provided by this chapter conflicts with the definition of that term provided by Chapter 1002, the definition provided by this chapter prevails in this chapter. Sec. 1359.002. APPLICABILITY. This chapter applies only to: (1) an incapacitated adult whose incapacity has existed since the person was a minor; and (2) the parent of an incapacitated adult. SUBCHAPTER B. APPOINTMENT OF PARENTAL ADMINISTRATOR Sec. 1359.051. PARENTAL ADMINISTRATOR. The parent of a proposed incapacitated adult may in accordance with this chapter seek appointment as the parental administrator of that adult with the rights and duties granted under Section 1359.061. Sec. 1359.052. APPLICATION; VENUE. (a) A parent of a proposed incapacitated adult may apply to the court for the appointment of a parental administrator. (b) Subject to Section 1359.053, the application must be under oath and in writing and must include: (1) the proposed incapacitated adult's name, date of birth, and address; (2) the name, relationship, and address of the person the applicant seeks to have appointed as parental administrator; (3) a description of the nature of the proposed incapacitated adult's alleged incapacity and a statement that the incapacity existed during minority; (4) a statement that the proposed incapacitated adult is totally without capacity to care for himself or herself; (5) a statement of the facts requiring the appointment of a parental administrator; (6) a statement of the nature and description of any existing guardianship of the proposed incapacitated adult; (7) a statement as to whether the proposed incapacitated adult was the subject of a conservatorship proceeding and, if so, the name of the conservator; (8) the name of the proposed incapacitated adult's spouse, if any, and the spouse's address or a statement that the spouse is deceased; (9) the names of the proposed incapacitated adult's parents and, for each parent, the parent's address or a statement that the parent is deceased; (10) the name and age of each of the proposed incapacitated adult's siblings, if any, and, for each sibling, the sibling's address or a statement that the sibling is deceased; and (11) a statement of facts showing that the proposed incapacitated adult is a resident of the county in which the proceeding is brought. (c) Venue for a proceeding for the appointment of a parental administrator is the same as venue for a proceeding for the appointment of a guardian. Sec. 1359.053. CONFIDENTIALITY OF CERTAIN ADDRESSES. An application filed under Section 1359.052 may omit the address of a person named in the application if: (1) the application states that the person is protected by a protective order issued under Chapter 85, Family Code; (2) a copy of the protective order is attached to the application as an exhibit; (3) the application states the county in which the person resides; (4) the application indicates the place where notice to or the issuance and service of citation on the person may be made or sent; and (5) the application is accompanied by a request for an order under Section 1051.201 specifying the manner of issuance, service, and return of citation or notice on the person. Sec. 1359.054. APPOINTMENT OF ATTORNEY AD LITEM IN PROCEEDING FOR APPOINTMENT OF PARENTAL ADMINISTRATOR. (a) In a proceeding for the appointment of a parental administrator, the court shall appoint an attorney ad litem to represent the proposed incapacitated adult's interests. (b) The attorney ad litem must have the certification required by Section 1054.201. (c) The provisions of Chapter 1054 applicable to the term of appointment, right to access records, and duties of an attorney ad litem appointed in a guardianship proceeding apply to an attorney ad litem appointed under this section in a proceeding for the appointment of a parental administrator. Sec. 1359.055. DETERMINATION OF INCAPACITY: EXAMINATIONS. (a) The court may not grant an application for the appointment of a parental administrator for a proposed incapacitated adult unless the applicant presents to the court: (1) a written letter or certificate from a physician licensed in this state that: (A) is dated not earlier than the 120th day before the date the application is filed; (B) is based on an examination the physician performed not earlier than the 120th day before the date the application is filed; and (C) complies with Subsection (b); or (2) a written letter or certificate that: (A) shows that not earlier than 24 months before the date of a hearing on the application: (i) the proposed incapacitated adult has been examined by a physician or psychologist licensed in this state or certified by the Health and Human Services Commission to perform the examination, in accordance with rules of the executive commissioner of the Health and Human Services Commission governing examinations of that kind, and the physician's or psychologist's written findings and recommendations include a determination of an intellectual disability; or (ii) a physician or psychologist licensed in this state or certified by the Health and Human Services Commission to perform examinations described by Subparagraph (i) updated or endorsed in writing a prior determination of an intellectual disability for the proposed incapacitated adult made by a physician or psychologist licensed in this state or certified by the commission; and (B) complies with Subsection (b). (b) A letter or certificate under Subsection (a)(1) or (2) must: (1) describe the nature, degree, and severity of the proposed incapacitated adult's incapacity, including any functional deficits regarding the proposed incapacitated adult's ability to consent to medical, dental, psychological, or psychiatric treatment; (2) provide an evaluation of the proposed incapacitated adult's physical condition and mental functioning and summarize the proposed incapacitated adult's medical history if reasonably available, including whether the incapacitated adult's incapacity existed when the incapacitated adult was a minor; (3) state how or in what manner the proposed incapacitated adult's ability to make or communicate responsible decisions concerning himself or herself is affected by the proposed incapacitated adult's physical or mental health, including the proposed incapacitated adult's ability to: (A) understand or communicate; (B) recognize familiar objects and individuals; (C) solve problems; (D) reason logically; and (E) administer to daily life activities with and without supports and services; (4) state whether any current medication affects the proposed incapacitated adult's demeanor or the proposed incapacitated adult's ability to participate fully in a court proceeding; (5) describe the precise physical and mental conditions underlying a diagnosis of an intellectual disability; (6) state whether a parental administration is necessary for the proposed incapacitated adult; and (7) include any other information required by the court. (c) If the court determines it is necessary, the court may appoint a physician to examine the proposed incapacitated adult. The court must make a determination with respect to the necessity for a physician's examination of the proposed incapacitated adult at a hearing held for that purpose. Not later than the fourth day before the date of the hearing, the applicant shall give to the proposed incapacitated adult and the proposed incapacitated adult's attorney ad litem written notice specifying the purpose and the date and time of the hearing. (d) A physician who examines the proposed incapacitated adult for purposes of Subsection (a)(1) shall file with the court and provide to the attorney ad litem appointed to represent the proposed incapacitated adult a written letter or certificate from the physician that complies with the requirements of Subsections (a)(1) and (b). Sec. 1359.056. SERVICE AND NOTICE. (a) The citation and the application filed under this chapter shall be personally served on the proposed incapacitated adult by a sheriff, constable, or other person authorized by law to serve process. (b) Notice shall be given by certified mail, return receipt requested, to: (1) a guardian of the proposed incapacitated adult, if applicable, unless the guardian is the applicant; and (2) each other person named under Section 1359.052(b)(8), (9), or (10). (c) The applicant shall file with the court: (1) a copy of any notice required by Subsection (b) and the proof of delivery of the notice; and (2) for each notice, an affidavit sworn to by the applicant or the applicant's attorney stating: (A) that the notice was mailed as required by Subsection (b); and (B) the name of the person to whom the notice was mailed, if the person's name is not shown on the proof of delivery. (d) A person who is entitled to receive notice under Subsection (b) may, by writing filed with the clerk, waive the receipt of notice either in person or through an attorney ad litem. Sec. 1359.057. HEARING. (a) At a hearing for the appointment of a parental administrator, the court shall inquire into: (1) the ability of the proposed incapacitated adult to: (A) feed, clothe, and shelter himself or herself; and (B) care for his or her own physical health; (2) whether the incapacity existed when the proposed incapacitated adult was a minor; and (3) the parental status of the applicant seeking to be appointed parental administrator. (b) A proposed incapacitated adult must be present at the hearing unless the court, on the record or in the order, determines that a personal appearance is not necessary. (c) The court may close the hearing at the request of the proposed incapacitated adult. (d) A proposed incapacitated adult is entitled to a jury trial on timely request. Sec. 1359.058. USE OF RECORDS. Current medical, psychological, and intellectual testing records are a sufficient basis for an appointment of a parental administrator, but the findings and recommendations contained in those records are not binding on the court. Sec. 1359.059. FINDINGS AND PROOF REQUIRED. Before appointing a parental administrator for a proposed incapacitated adult, the court must find by a preponderance of the evidence that: (1) the proposed incapacitated adult is an incapacitated adult; (2) the incapacitated adult's incapacity existed when the incapacitated adult was a minor; and (3) the person to be appointed parental administrator is suitable to act as parental administrator. Sec. 1359.060. APPOINTMENT OF PARENTAL ADMINISTRATOR. After making the findings required by Section 1359.059, the court may appoint a parent of the person found to be an incapacitated adult as parental administrator. Sec. 1359.061. RIGHTS AND DUTIES OF PARENTAL ADMINISTRATOR. (a) A parental administrator has the following rights and duties: (1) the right to have physical possession of the incapacitated adult and to establish the incapacitated adult's legal domicile; (2) the duty to provide care, supervision, and protection for the incapacitated adult; (3) the duty to provide the incapacitated adult with clothing, food, medical care, and shelter; (4) the power to consent to medical, psychiatric, and surgical treatment of the incapacitated adult; (5) the power to establish a trust in accordance with 42 U.S.C. Section 1396p(d)(4)(B) and direct that the income of the incapacitated adult as defined by that section be paid directly to the trust, solely for the purpose of the incapacitated adult's eligibility for medical assistance under Chapter 32, Human Resources Code; and (6) the power to sign documents necessary or appropriate to facilitate employment of the incapacitated adult. (b) With respect to the rights and duties described under Subsection (a), a parental administrator has the same authority as a guardian of the person under law. SUBCHAPTER C. REPORTING Sec. 1359.101. REPORT OF PARENTAL ADMINISTRATOR. At any time after a parental administrator is appointed, the court, on its own motion or on the motion of a person interested in the welfare of the incapacitated adult and for good cause shown, may order the parental administrator to submit to the court a report on the condition of the incapacitated adult. The parental administrator must include in the report a statement regarding: (1) whether the incapacitated adult is receiving residential care in a public or private residential care facility; and (2) if the incapacitated adult is receiving care in a residential care facility, the necessity for continued care in the facility. SUBCHAPTER D. INVESTIGATION OF ALLEGED ABUSE, NEGLECT, OR EXPLOITATION CONCERNING INCAPACITATED ADULT Sec. 1359.151. INTERFERENCE WITH INVESTIGATION OR SERVICES PROHIBITED. A parental administrator may not interfere with: (1) an investigation by the Department of Family and Protective Services, another state agency, or a law enforcement agency of alleged abuse, neglect, or exploitation of the incapacitated adult; or (2) the provision of protective services by the Department of Family and Protective Services or another state agency to the incapacitated adult. Sec. 1359.152. REPORT TO COURT OF INVESTIGATION OF ALLEGED ABUSE, NEGLECT, OR EXPLOITATION. Subject to rules adopted under Section 48.101, Human Resources Code, the Department of Family and Protective Services or another state agency that conducts an investigation of alleged abuse, neglect, or exploitation of an incapacitated adult for whom a parental administrator is appointed shall report the results of the investigation to the court with jurisdiction of the parental administration. SUBCHAPTER E. REMOVAL OR TERMINATION OF POWERS OF PARENTAL ADMINISTRATOR Sec. 1359.201. GROUNDS FOR REMOVAL OF PARENTAL ADMINISTRATOR. A court may remove a parental administrator if the parental administrator: (1) fails to comply with a court order for a report under Section 1359.101; (2) is proven to have been guilty of gross misconduct or gross mismanagement in the performance of duties as parental administrator; (3) becomes an incapacitated person; (4) is convicted of an offense and subsequently confined or imprisoned; or (5) for any other reason becomes unable to properly perform the parental administrator's duties. Sec. 1359.202. TERMINATION OF PARENTAL ADMINISTRATOR'S RIGHTS AND POWERS ON CONVERSION TO GUARDIANSHIP. The rights and powers of a parental administrator terminate when a court orders the parental administration converted into a guardianship of the person. Sec. 1359.203. PROCEDURE FOR REMOVAL OF PARENTAL ADMINISTRATOR OR CONVERSION OF PARENTAL ADMINISTRATION TO GUARDIANSHIP. (a) The court on the court's own motion or on the application of any person may initiate a proceeding to: (1) subject to Subsection (b), remove a parental administrator on proof of a ground for removal described by Section 1359.201; or (2) subject to Subsection (c), convert a parental administration for an incapacitated adult to a guardianship of the person for the incapacitated adult. (b) In a proceeding for the removal of a parental administrator initiated under Subsection (a)(1), the court shall have the parental administrator cited by personal service to appear before the court. The citation must state: (1) the time and place of a hearing on the matter at which the parental administrator is to appear; and (2) the alleged ground for removal of the parental administrator. (c) Notice of a proceeding to convert a parental administration and appoint a guardian of the person initiated under Subsection (a)(2) must be provided in the manner required by Chapter 1051. (d) Notwithstanding the requirements of Section 1101.104, an application for the conversion of a parental administration and the appointment of a guardian of the person does not require a written letter or certificate from a physician licensed in this state. SECTION 5. The heading to Section 25.10, Penal Code, is amended to read as follows: Sec. 25.10. INTERFERENCE WITH CERTAIN POSSESSORY RIGHTS [OF GUARDIAN OF THE PERSON]. SECTION 6. Sections 25.10(a) and (b), Penal Code, are amended to read as follows: (a) In this section: (1) "Incapacitated adult" has the meaning assigned by Section 1359.001, Estates Code. (1-a) "Possessory right" means: (A) the right of a guardian of the person to have physical possession of a ward and to establish the ward's legal domicile, as provided by Section 1151.051 [767(1)], Estates [Texas Probate] Code; or (B) the right of a parental administrator to have physical possession of an incapacitated adult and to establish the incapacitated adult's legal domicile, as provided by Section 1359.061, Estates Code. (2) "Ward" has the meaning assigned by Section 1002.030 [601], Estates [Texas Probate] Code. (b) A person commits an offense if the person takes, retains, or conceals a ward or incapacitated adult when the person knows that the person's taking, retention, or concealment interferes with a possessory right with respect to the ward or incapacitated adult. SECTION 7. To the extent of any conflict, this Act prevails over another Act of the 85th Legislature, Regular Session, 2017, relating to nonsubstantive additions to and corrections in enacted codes. SECTION 8. The changes in law made by this Act to Section 25.10, Penal Code, apply only to an offense committed on or after the effective date of this Act. An offense committed before the effective date of this Act is governed by the law in effect on the date the offense was committed, and the former law is continued in effect for that purpose. For purposes of this section, an offense was committed before the effective date of this Act if any element of the offense occurred before that date. SECTION 9. This Act takes effect September 1, 2017.