LEGISLATIVE BUDGET BOARD Austin, Texas FISCAL NOTE, 85TH LEGISLATIVE REGULAR SESSION March 1, 2017 TO: Honorable Joan Huffman, Chair, Senate Committee on State Affairs FROM: Ursula Parks, Director, Legislative Budget Board IN RE:SB41 by Zaffirini (Relating to the demand for an accounting from an attorney in fact or agent of a principal by certain persons.), Committee Report 1st House, Substituted No significant fiscal implication to the State is anticipated. The bill would modify the Estates Code to permit the principal, attorney representing the principal, a guardian, spouse, parent, sibling, or adult child of the principal, a person named as a successor attorney in fact or agent in the durable power of attorney, or an agent of the principal authorized to make health care decisions on the principal's behalf by a medical power of attorney to demand an estate accounting from an attorney or other agent of the principal in a guardianship case. Based on the analysis of the Office of Court Administration, duties and responsibilities associated with implementing the provisions of the bill could be accomplished by utilizing existing resources. Local Government Impact No significant fiscal implication to units of local government is anticipated. Source Agencies:212 Office of Court Administration, Texas Judicial Council LBB Staff: UP, AG, MW, GDz LEGISLATIVE BUDGET BOARD Austin, Texas FISCAL NOTE, 85TH LEGISLATIVE REGULAR SESSION March 1, 2017 TO: Honorable Joan Huffman, Chair, Senate Committee on State Affairs FROM: Ursula Parks, Director, Legislative Budget Board IN RE:SB41 by Zaffirini (Relating to the demand for an accounting from an attorney in fact or agent of a principal by certain persons.), Committee Report 1st House, Substituted TO: Honorable Joan Huffman, Chair, Senate Committee on State Affairs FROM: Ursula Parks, Director, Legislative Budget Board IN RE: SB41 by Zaffirini (Relating to the demand for an accounting from an attorney in fact or agent of a principal by certain persons.), Committee Report 1st House, Substituted Honorable Joan Huffman, Chair, Senate Committee on State Affairs Honorable Joan Huffman, Chair, Senate Committee on State Affairs Ursula Parks, Director, Legislative Budget Board Ursula Parks, Director, Legislative Budget Board SB41 by Zaffirini (Relating to the demand for an accounting from an attorney in fact or agent of a principal by certain persons.), Committee Report 1st House, Substituted SB41 by Zaffirini (Relating to the demand for an accounting from an attorney in fact or agent of a principal by certain persons.), Committee Report 1st House, Substituted No significant fiscal implication to the State is anticipated. No significant fiscal implication to the State is anticipated. The bill would modify the Estates Code to permit the principal, attorney representing the principal, a guardian, spouse, parent, sibling, or adult child of the principal, a person named as a successor attorney in fact or agent in the durable power of attorney, or an agent of the principal authorized to make health care decisions on the principal's behalf by a medical power of attorney to demand an estate accounting from an attorney or other agent of the principal in a guardianship case. Based on the analysis of the Office of Court Administration, duties and responsibilities associated with implementing the provisions of the bill could be accomplished by utilizing existing resources. Local Government Impact No significant fiscal implication to units of local government is anticipated. Source Agencies: 212 Office of Court Administration, Texas Judicial Council 212 Office of Court Administration, Texas Judicial Council LBB Staff: UP, AG, MW, GDz UP, AG, MW, GDz