Old | New | Differences | |
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1 | - | ||
1 | + | 86R3313 CLG-F | |
2 | 2 | By: Thompson of Harris H.B. No. 3543 | |
3 | - | Substitute the following for H.B. No. 3543: | |
4 | - | By: J. Johnson of Dallas C.S.H.B. No. 3543 | |
5 | 3 | ||
6 | 4 | ||
7 | 5 | A BILL TO BE ENTITLED | |
8 | 6 | AN ACT | |
9 | 7 | relating to guardianships, management trusts, and certain other | |
10 | 8 | procedures and proceedings for persons who are incapacitated. | |
11 | 9 | BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS: | |
12 | 10 | SECTION 1. Section 1021.001, Estates Code, is amended to | |
13 | 11 | read as follows: | |
14 | 12 | Sec. 1021.001. MATTERS RELATED TO GUARDIANSHIP PROCEEDING. | |
15 | 13 | (a) For purposes of this code, in a county in which there is no | |
16 | 14 | statutory probate court or county court of law exercising original | |
17 | 15 | probate jurisdiction, a matter related to a guardianship proceeding | |
18 | 16 | includes: | |
19 | 17 | (1) the granting of letters of guardianship; | |
20 | 18 | (2) the settling of an account of a guardian and all | |
21 | 19 | other matters relating to the settlement, partition, or | |
22 | 20 | distribution of a ward's estate; | |
23 | 21 | (3) a claim brought by or against a guardianship | |
24 | 22 | estate; | |
25 | 23 | (4) an action for trial of title to real property that | |
26 | 24 | is guardianship estate property, including the enforcement of a | |
27 | 25 | lien against the property; | |
28 | 26 | (5) an action for trial of the right of property that | |
29 | 27 | is guardianship estate property; | |
30 | 28 | (6) after a guardianship of the estate of a ward is | |
31 | 29 | required to be settled as provided by Section 1204.001: | |
32 | 30 | (A) an action brought by or on behalf of the | |
33 | 31 | former ward against a former guardian of the ward for alleged | |
34 | 32 | misconduct arising from the performance of the person's duties as | |
35 | 33 | guardian; | |
36 | 34 | (B) an action calling on the surety of a guardian | |
37 | 35 | or former guardian to perform in place of the guardian or former | |
38 | 36 | guardian, which may include the award of a judgment against the | |
39 | 37 | guardian or former guardian in favor of the surety; | |
40 | 38 | (C) an action against a former guardian of the | |
41 | 39 | former ward that is brought by a surety that is called on to perform | |
42 | 40 | in place of the former guardian; | |
43 | 41 | (D) a claim for the payment of compensation, | |
44 | 42 | expenses, and court costs, and any other matter authorized under | |
45 | 43 | Chapter 1155; and | |
46 | 44 | (E) a matter related to an authorization made or | |
47 | 45 | duty performed by a guardian under Chapter 1204; and | |
48 | 46 | (7) the appointment of a trustee for a trust created | |
49 | 47 | under Section 1301.053 or 1301.054, the settling of an account of | |
50 | 48 | the trustee, and all other matters relating to the trust. | |
51 | 49 | (a-1) For purposes of this code, in a county in which there | |
52 | 50 | is no statutory probate court, but in which there is a county court | |
53 | 51 | at law exercising original probate jurisdiction, a matter related | |
54 | 52 | to a guardianship proceeding includes: | |
55 | 53 | (1) all matters and actions described in Subsection | |
56 | 54 | (a); | |
57 | 55 | (2) the interpretation and administration of a | |
58 | 56 | testamentary trust in which a ward is an income or remainder | |
59 | 57 | beneficiary; and | |
60 | 58 | (3) the interpretation and administration of an inter | |
61 | 59 | vivos trust in which a ward is an income or remainder beneficiary. | |
62 | 60 | (b) For purposes of this code, in a county in which there is | |
63 | 61 | a statutory probate court, a matter related to a guardianship | |
64 | 62 | proceeding includes: | |
65 | 63 | (1) all matters and actions described in Subsections | |
66 | 64 | [Subsection] (a) and (a-1); | |
67 | 65 | (2) a suit, action, or application filed against or on | |
68 | 66 | behalf of a guardianship or a trustee of a trust created under | |
69 | 67 | Section 1301.053 or 1301.054; and | |
70 | 68 | (3) a cause of action in which a guardian in a | |
71 | 69 | guardianship pending in the statutory probate court is a party. | |
72 | 70 | SECTION 2. Section 1151.351(b), Estates Code, is amended to | |
73 | 71 | read as follows: | |
74 | 72 | (b) Unless limited by a court or otherwise restricted by | |
75 | 73 | law, a ward is authorized to the following: | |
76 | 74 | (1) to have a copy of the guardianship order and | |
77 | 75 | letters of guardianship and contact information for the probate | |
78 | 76 | court that issued the order and letters; | |
79 | 77 | (2) to have a guardianship that encourages the | |
80 | 78 | development or maintenance of maximum self-reliance and | |
81 | 79 | independence in the ward with the eventual goal, if possible, of | |
82 | 80 | self-sufficiency; | |
83 | 81 | (3) to be treated with respect, consideration, and | |
84 | 82 | recognition of the ward's dignity and individuality; | |
85 | 83 | (4) to reside and receive support services in the most | |
86 | 84 | integrated setting, including home-based or other community-based | |
87 | 85 | settings, as required by Title II of the Americans with | |
88 | 86 | Disabilities Act (42 U.S.C. Section 12131 et seq.); | |
89 | 87 | (5) to consideration of the ward's current and | |
90 | 88 | previously stated personal preferences, desires, medical and | |
91 | 89 | psychiatric treatment preferences, religious beliefs, living | |
92 | 90 | arrangements, and other preferences and opinions; | |
93 | 91 | (6) to financial self-determination for all public | |
94 | 92 | benefits after essential living expenses and health needs are met | |
95 | 93 | and to have access to a monthly personal allowance; | |
96 | 94 | (7) to receive timely and appropriate health care and | |
97 | 95 | medical treatment that does not violate the ward's rights granted | |
98 | 96 | by the constitution and laws of this state and the United States; | |
99 | 97 | (8) to exercise full control of all aspects of life not | |
100 | 98 | specifically granted by the court to the guardian; | |
101 | 99 | (9) to control the ward's personal environment based | |
102 | 100 | on the ward's preferences; | |
103 | 101 | (10) to complain or raise concerns regarding the | |
104 | 102 | guardian or guardianship to the court, including living | |
105 | 103 | arrangements, retaliation by the guardian, conflicts of interest | |
106 | 104 | between the guardian and service providers, or a violation of any | |
107 | 105 | rights under this section; | |
108 | 106 | (11) to receive notice in the ward's native language, | |
109 | 107 | or preferred mode of communication, and in a manner accessible to | |
110 | 108 | the ward, of a court proceeding to continue, modify, or terminate | |
111 | 109 | the guardianship and the opportunity to appear before the court to | |
112 | 110 | express the ward's preferences and concerns regarding whether the | |
113 | 111 | guardianship should be continued, modified, or terminated; | |
114 | 112 | (12) to have a court investigator or[,] guardian ad | |
115 | 113 | litem[, or attorney ad litem] appointed by the court to investigate | |
116 | 114 | a complaint received by the court from the ward or any person about | |
117 | 115 | the guardianship; | |
118 | 116 | (13) to participate in social, religious, and | |
119 | 117 | recreational activities, training, employment, education, | |
120 | 118 | habilitation, and rehabilitation of the ward's choice in the most | |
121 | 119 | integrated setting; | |
122 | 120 | (14) to self-determination in the substantial | |
123 | 121 | maintenance, disposition, and management of real and personal | |
124 | 122 | property after essential living expenses and health needs are met, | |
125 | 123 | including the right to receive notice and object about the | |
126 | 124 | substantial maintenance, disposition, or management of clothing, | |
127 | 125 | furniture, vehicles, and other personal effects; | |
128 | 126 | (15) to personal privacy and confidentiality in | |
129 | 127 | personal matters, subject to state and federal law; | |
130 | 128 | (16) to unimpeded, private, and uncensored | |
131 | 129 | communication and visitation with persons of the ward's choice, | |
132 | 130 | except that if the guardian determines that certain communication | |
133 | 131 | or visitation causes substantial harm to the ward: | |
134 | 132 | (A) the guardian may limit, supervise, or | |
135 | 133 | restrict communication or visitation, but only to the extent | |
136 | 134 | necessary to protect the ward from substantial harm; and | |
137 | 135 | (B) the ward may request a hearing to remove any | |
138 | 136 | restrictions on communication or visitation imposed by the guardian | |
139 | 137 | under Paragraph (A); | |
140 | 138 | (17) to petition the court and retain counsel of the | |
141 | 139 | ward's choice who holds a certificate required by Subchapter E, | |
142 | 140 | Chapter 1054, to represent the ward's interest for capacity | |
143 | 141 | restoration, modification of the guardianship, the appointment of a | |
144 | 142 | different guardian, or for other appropriate relief under this | |
145 | 143 | subchapter, including a transition to a supported decision-making | |
146 | 144 | agreement, except as limited by Section 1054.006; | |
147 | 145 | (18) to vote in a public election, marry, and retain a | |
148 | 146 | license to operate a motor vehicle, unless restricted by the court; | |
149 | 147 | (19) to personal visits from the guardian or the | |
150 | 148 | guardian's designee at least once every three months, but more | |
151 | 149 | often, if necessary, unless the court orders otherwise; | |
152 | 150 | (20) to be informed of the name, address, phone | |
153 | 151 | number, and purpose of Disability Rights Texas, an organization | |
154 | 152 | whose mission is to protect the rights of, and advocate for, persons | |
155 | 153 | with disabilities, and to communicate and meet with representatives | |
156 | 154 | of that organization; | |
157 | 155 | (21) to be informed of the name, address, phone | |
158 | 156 | number, and purpose of an independent living center, an area agency | |
159 | 157 | on aging, an aging and disability resource center, and the local | |
160 | 158 | mental health and intellectual and developmental disability | |
161 | 159 | center, and to communicate and meet with representatives from these | |
162 | 160 | agencies and organizations; | |
163 | 161 | (22) to be informed of the name, address, phone | |
164 | 162 | number, and purpose of the Judicial Branch Certification Commission | |
165 | 163 | and the procedure for filing a complaint against a certified | |
166 | 164 | guardian; | |
167 | 165 | (23) to contact the Department of Family and | |
168 | 166 | Protective Services to report abuse, neglect, exploitation, or | |
169 | 167 | violation of personal rights without fear of punishment, | |
170 | 168 | interference, coercion, or retaliation; and | |
171 | 169 | (24) to have the guardian, on appointment and on | |
172 | 170 | annual renewal of the guardianship, explain the rights delineated | |
173 | 171 | in this subsection in the ward's native language, or preferred mode | |
174 | 172 | of communication, and in a manner accessible to the ward. | |
175 | 173 | SECTION 3. Sections 1153.001(a) and (c), Estates Code, are | |
176 | 174 | amended to read as follows: | |
177 | 175 | (a) Within one month after receiving letters of | |
178 | 176 | guardianship, a guardian of an estate shall provide notice | |
179 | 177 | requiring each person who has a claim against the estate to present | |
180 | 178 | the claim within the period prescribed by law. The notice must be: | |
181 | 179 | (1) published in a newspaper of general circulation | |
182 | 180 | [printed] in the county in which the letters were issued; and | |
183 | 181 | (2) sent to the comptroller by certified or registered | |
184 | 182 | mail, if the ward remitted or should have remitted taxes | |
185 | 183 | administered by the comptroller. | |
186 | 184 | (c) If there is no [a] newspaper of general circulation [is | |
187 | 185 | not printed] in the county in which the letters of guardianship were | |
188 | 186 | issued, the notice must be posted and the return made and filed as | |
189 | 187 | otherwise required by this title. | |
190 | 188 | SECTION 4. Section 1155.054(d), Estates Code, is amended to | |
191 | 189 | read as follows: | |
192 | 190 | (d) If the court finds that a party in a guardianship | |
193 | 191 | proceeding acted in bad faith or without just cause in prosecuting | |
194 | 192 | or objecting to an application in the proceeding, the court may | |
195 | 193 | order [require] the party to reimburse the ward's estate for all or | |
196 | 194 | part of the attorney's fees awarded under this section and shall | |
197 | 195 | issue judgment against the party and in favor of the estate for the | |
198 | 196 | amount of attorney's fees ordered [required] to be reimbursed to | |
199 | 197 | the estate. | |
200 | - | SECTION 5. Section 1163.005(a), Estates Code, is amended to | |
198 | + | SECTION 5. Section 1155.151(a), Estates Code, is amended to | |
199 | + | read as follows: | |
200 | + | (a) In a guardianship proceeding, the court costs of the | |
201 | + | proceeding, including the costs described by Subsection (a-1), | |
202 | + | shall, except as provided by Subsection (c), be paid as follows, and | |
203 | + | the court shall issue the judgment accordingly: | |
204 | + | (1) out of the guardianship estate, if a guardianship | |
205 | + | of the estate has been created for the benefit of the ward and the | |
206 | + | court determines it is in the ward's best interest; | |
207 | + | (2) out of the management trust, if a management trust | |
208 | + | has been created for the benefit of the ward under Chapter 1301 and | |
209 | + | the court determines it is in the ward's best interest; | |
210 | + | (3) by the party to the proceeding who incurred the | |
211 | + | costs, unless that party filed, on the party's own behalf, an | |
212 | + | affidavit of inability to pay the costs under Rule 145, Texas Rules | |
213 | + | of Civil Procedure, that shows the party is unable to afford the | |
214 | + | costs, if: | |
215 | + | (A) there is no guardianship estate or no | |
216 | + | management trust has been created for the ward's benefit; or | |
217 | + | (B) the assets of the guardianship estate or | |
218 | + | management trust, as appropriate, are insufficient to pay the | |
219 | + | costs; or | |
220 | + | (4) out of the county treasury if: | |
221 | + | (A)(i) there is no guardianship estate or | |
222 | + | management trust; | |
223 | + | (ii) [or] the assets of the guardianship | |
224 | + | estate or management trust, as appropriate, are insufficient to pay | |
225 | + | the costs; or | |
226 | + | (iii) a guardianship of the estate has been | |
227 | + | created for the benefit of the ward and the court determines it is | |
228 | + | not in the ward's best interest to pay the costs; and | |
229 | + | (B) the party to the proceeding who incurred the | |
230 | + | costs filed, on the party's own behalf, an affidavit of inability to | |
231 | + | pay the costs under Rule 145, Texas Rules of Civil Procedure, that | |
232 | + | shows the party is unable to afford the costs. | |
233 | + | SECTION 6. Section 1163.005(a), Estates Code, is amended to | |
201 | 234 | read as follows: | |
202 | 235 | (a) The guardian of the estate shall attach to an account | |
203 | 236 | the guardian's affidavit stating: | |
204 | 237 | (1) that the account contains a correct and complete | |
205 | 238 | statement of the matters to which the account relates; | |
206 | 239 | (2) that the guardian has paid the bond premium for the | |
207 | 240 | next accounting period; | |
208 | 241 | (3) that the guardian has filed all tax returns of the | |
209 | 242 | ward due during the accounting period; | |
210 | 243 | (4) that the guardian has paid all taxes the ward owed | |
211 | 244 | during the accounting period, the amount of the taxes, the date the | |
212 | 245 | guardian paid the taxes, and the name of the governmental entity to | |
213 | 246 | which the guardian paid the taxes; and | |
214 | 247 | (5) if the guardian is a private professional | |
215 | 248 | guardian, a guardianship program, or the Health and Human Services | |
216 | 249 | Commission [Department of Aging and Disability Services], whether | |
217 | 250 | the guardian or an individual certified under Subchapter C, Chapter | |
218 | 251 | 155 [111], Government Code, who is providing guardianship services | |
219 | 252 | to the ward and who is swearing to the account on the guardian's | |
220 | 253 | behalf, is or has been the subject of an investigation conducted by | |
221 | 254 | the Judicial Branch [Guardianship] Certification Commission | |
222 | 255 | [Board] during the accounting period. | |
223 | - | SECTION | |
256 | + | SECTION 7. Section 1163.101(c), Estates Code, is amended to | |
224 | 257 | read as follows: | |
225 | 258 | (c) The guardian of the person shall file a sworn affidavit | |
226 | 259 | that contains: | |
227 | 260 | (1) the guardian's current name, address, and | |
228 | 261 | telephone number; | |
229 | 262 | (2) the ward's date of birth and current name, address, | |
230 | 263 | telephone number, and age; | |
231 | 264 | (3) a description of the type of home in which the ward | |
232 | 265 | resides, which shall be described as: | |
233 | 266 | (A) the ward's own home; | |
234 | 267 | (B) a nursing home; | |
235 | 268 | (C) a guardian's home; | |
236 | 269 | (D) a foster home; | |
237 | 270 | (E) a boarding home; | |
238 | 271 | (F) a relative's home, in which case the | |
239 | 272 | description must specify the relative's relationship to the ward; | |
240 | 273 | (G) a hospital or medical facility; or | |
241 | 274 | (H) another type of residence; | |
242 | 275 | (4) statements indicating: | |
243 | 276 | (A) the length of time the ward has resided in the | |
244 | 277 | present home; | |
245 | 278 | (B) the reason for a change in the ward's | |
246 | 279 | residence, if a change in the ward's residence has occurred in the | |
247 | 280 | past year; | |
248 | 281 | (C) the date the guardian most recently saw the | |
249 | 282 | ward; | |
250 | 283 | (D) how frequently the guardian has seen the ward | |
251 | 284 | in the past year; | |
252 | 285 | (E) whether the guardian has possession or | |
253 | 286 | control of the ward's estate; | |
254 | 287 | (F) whether the ward's mental health has | |
255 | 288 | improved, deteriorated, or remained unchanged during the past year, | |
256 | 289 | including a description of the change if a change has occurred; | |
257 | 290 | (G) whether the ward's physical health has | |
258 | 291 | improved, deteriorated, or remained unchanged during the past year, | |
259 | 292 | including a description of the change if a change has occurred; | |
260 | 293 | (H) whether the ward has regular medical care; | |
261 | 294 | and | |
262 | 295 | (I) the ward's treatment or evaluation by any of | |
263 | 296 | the following persons during the past year, including the person's | |
264 | 297 | name and a description of the treatment: | |
265 | 298 | (i) a physician; | |
266 | 299 | (ii) a psychiatrist, psychologist, or other | |
267 | 300 | mental health care provider; | |
268 | 301 | (iii) a dentist; | |
269 | 302 | (iv) a social or other caseworker; or | |
270 | 303 | (v) any other individual who provided | |
271 | 304 | treatment; | |
272 | 305 | (5) a description of the ward's activities during the | |
273 | 306 | past year, including recreational, educational, social, and | |
274 | 307 | occupational activities, or a statement that no activities were | |
275 | 308 | available or that the ward was unable or refused to participate in | |
276 | 309 | activities; | |
277 | 310 | (6) the guardian's evaluation of: | |
278 | 311 | (A) the ward's living arrangements as excellent, | |
279 | 312 | average, or below average, including an explanation if the | |
280 | 313 | conditions are below average; | |
281 | 314 | (B) whether the ward is content or unhappy with | |
282 | 315 | the ward's living arrangements; and | |
283 | 316 | (C) unmet needs of the ward; | |
284 | 317 | (7) a statement indicating whether the guardian's | |
285 | 318 | power should be increased, decreased, or unaltered, including an | |
286 | 319 | explanation if a change is recommended; | |
287 | 320 | (8) a statement indicating that the guardian has paid | |
288 | 321 | the bond premium for the next reporting period; | |
289 | 322 | (9) if the guardian is a private professional | |
290 | 323 | guardian, a guardianship program, or the Health and Human Services | |
291 | 324 | Commission [Department of Aging and Disability Services], whether | |
292 | 325 | the guardian or an individual certified under Subchapter C, Chapter | |
293 | 326 | 155, Government Code, who is providing guardianship services to the | |
294 | 327 | ward and who is filing the affidavit on the guardian's behalf, is or | |
295 | 328 | has been the subject of an investigation conducted by the Judicial | |
296 | 329 | Branch [Guardianship] Certification Commission [Board] during the | |
297 | 330 | preceding year; and | |
298 | 331 | (10) any additional information the guardian desires | |
299 | 332 | to share with the court regarding the ward, including: | |
300 | 333 | (A) whether the guardian has filed for emergency | |
301 | 334 | detention of the ward under Subchapter A, Chapter 573, Health and | |
302 | 335 | Safety Code; and | |
303 | 336 | (B) if applicable, the number of times the | |
304 | 337 | guardian has filed for emergency detention and the dates of the | |
305 | 338 | applications for emergency detention. | |
306 | - | SECTION | |
339 | + | SECTION 8. Subchapter B, Chapter 1301, Estates Code, is | |
307 | 340 | amended by adding Section 1301.0511 to read as follows: | |
308 | 341 | Sec. 1301.0511. NOTICE REQUIRED FOR APPLICATION FOR | |
309 | 342 | CREATION OF TRUST; CITATION OF APPLICANT NOT REQUIRED. (a) On the | |
310 | 343 | filing of an application for creation of a management trust and | |
311 | 344 | except as provided by Subsection (d), notice shall be issued and | |
312 | 345 | served in the manner provided by Subchapter C, Chapter 1051, for the | |
313 | 346 | issuance and service of notice on the filing of an application for | |
314 | 347 | guardianship. | |
315 | 348 | (b) It is not necessary to serve a citation on a person who | |
316 | 349 | files an application for the creation of a management trust under | |
317 | 350 | this subchapter or for that person to waive the issuance and | |
318 | 351 | personal service of citation. | |
319 | 352 | (c) If the person for whom an application for creation of a | |
320 | 353 | management trust is filed is a ward, the sheriff or other officer, | |
321 | 354 | in addition to serving the persons described by Section 1051.103, | |
322 | 355 | shall personally serve each guardian of the ward with citation to | |
323 | 356 | appear and answer the application. | |
324 | 357 | (d) Notice under this section is not required if a | |
325 | 358 | proceeding for the appointment of a guardian is pending for the | |
326 | 359 | person for whom an application for creation of a management trust is | |
327 | 360 | filed. | |
328 | - | SECTION | |
361 | + | SECTION 9. Section 1301.101(a), Estates Code, is amended to | |
329 | 362 | read as follows: | |
330 | 363 | (a) Except as provided by Subsection (c), a management trust | |
331 | 364 | created for a ward or incapacitated person must provide that: | |
332 | 365 | (1) the ward or incapacitated person is the sole | |
333 | 366 | beneficiary of the trust; | |
334 | 367 | (2) the trustee may disburse an amount of the trust's | |
335 | 368 | principal or income as the trustee determines is necessary to spend | |
336 | 369 | for the health, education, maintenance, or support of the person | |
337 | 370 | for whom the trust is created; | |
338 | 371 | (3) the trust income that the trustee does not | |
339 | 372 | disburse under Subdivision (2) must be added to the trust | |
340 | 373 | principal; | |
341 | 374 | (4) a trustee that is a corporate fiduciary serves | |
342 | 375 | without giving a bond; [and] | |
343 | 376 | (5) subject to the court's approval and Subsection | |
344 | 377 | (b), a trustee is entitled to receive reasonable compensation for | |
345 | 378 | services the trustee provides to the person for whom the trust is | |
346 | 379 | created as the person's trustee; and | |
347 | 380 | (6) the trust terminates: | |
348 | 381 | (A) except as provided by Paragraph (B), if the | |
349 | 382 | person for whom the trust is created is a minor: | |
350 | 383 | (i) on the earlier of: | |
351 | 384 | (a) the person's death; or | |
352 | 385 | (b) the person's 18th birthday; or | |
353 | 386 | (ii) on the date provided by court order, | |
354 | 387 | which may not be later than the person's 25th birthday; | |
355 | 388 | (B) if the person for whom the trust is created is | |
356 | 389 | a minor and is also incapacitated for a reason other than being a | |
357 | 390 | minor: | |
358 | 391 | (i) on the person's death; or | |
359 | 392 | (ii) when the person regains capacity; or | |
360 | 393 | (C) if the person for whom the trust is created is | |
361 | 394 | not a minor: | |
362 | 395 | (i) according to the terms of the trust; | |
363 | 396 | (ii) on the date the court determines that | |
364 | 397 | continuing the trust is no longer in the person's best interests, | |
365 | 398 | subject to Section 1301.202(c); or | |
366 | 399 | (iii) on the person's death. | |
367 | - | SECTION | |
368 | - | read as follows: | |
400 | + | SECTION 10. Section 1301.154(b), Estates Code, is amended | |
401 | + | to read as follows: | |
369 | 402 | (b) The trustee of a management trust created for a ward | |
370 | 403 | shall provide a copy of the annual account to each [the] guardian of | |
371 | 404 | the ward [ward's estate or person]. | |
372 | - | SECTION | |
405 | + | SECTION 11. Section 1301.203, Estates Code, is amended by | |
373 | 406 | amending Subsection (a) and adding Subsection (a-1) to read as | |
374 | 407 | follows: | |
375 | 408 | (a) Except as provided by Subsection (a-1), if [If] the | |
376 | 409 | person for whom a management trust is created is a minor, the trust | |
377 | 410 | terminates on: | |
378 | 411 | (1) the earlier of: | |
379 | 412 | (A) the person's death; or | |
380 | 413 | (B) the person's 18th birthday; or | |
381 | 414 | (2) the date provided by court order, which may not be | |
382 | 415 | later than the person's 25th birthday. | |
383 | 416 | (a-1) If the person for whom a management trust is created | |
384 | 417 | is a minor and is also incapacitated for a reason other than being a | |
385 | 418 | minor, the trust terminates: | |
386 | 419 | (1) on the person's death; or | |
387 | 420 | (2) when the person regains capacity. | |
388 | - | SECTION | |
421 | + | SECTION 12. Sections 1355.002(b), (c), (d), (e), and (f), | |
389 | 422 | Estates Code, are amended to read as follows: | |
390 | 423 | (b) This section applies only to a nonresident creditor who | |
391 | 424 | is: | |
392 | 425 | (1) a nonresident minor and has a nonresident guardian | |
393 | 426 | of the estate appointed by a foreign court; | |
394 | 427 | (2) [,] a nonresident person who is adjudged by a | |
395 | 428 | foreign court [of competent jurisdiction] to be incapacitated and | |
396 | 429 | has a nonresident guardian of the estate appointed by that | |
397 | 430 | court;[,] or | |
398 | 431 | (3) the nonresident former ward of a guardianship | |
399 | 432 | terminated under Chapter 1204 who has no legal guardian qualified | |
400 | 433 | in this state. | |
401 | 434 | (c) A debtor in this state who owes money to a nonresident | |
402 | 435 | creditor to whom this section applies may pay the money: | |
403 | 436 | (1) to the creditor's guardian of the estate qualified | |
404 | 437 | in the domiciliary jurisdiction; or | |
405 | 438 | (2) to the county clerk of: | |
406 | 439 | (A) any county in this state in which real | |
407 | 440 | property owned by the creditor is located; or | |
408 | 441 | (B) if the creditor is not known to own real | |
409 | 442 | property in this state, the county in which the debtor resides. | |
410 | 443 | (d) A payment made under this section is for the nonresident | |
411 | 444 | creditor's account and for the nonresident creditor's use and | |
412 | 445 | benefit. | |
413 | 446 | (e) A receipt for payment signed by the county clerk is | |
414 | 447 | binding on the nonresident creditor as of the date and to the extent | |
415 | 448 | of payment if the receipt states: | |
416 | 449 | (1) the creditor's name; and | |
417 | 450 | (2) the creditor's post office address, if the address | |
418 | 451 | is known. | |
419 | 452 | (f) A county clerk who receives a payment under Subsection | |
420 | 453 | (c) for a nonresident creditor shall handle the money in the same | |
421 | 454 | manner as provided for a payment to the account of a resident | |
422 | 455 | creditor under Sections 1355.001, 1355.051, 1355.052, 1355.102, | |
423 | 456 | 1355.103, and 1355.104. Those sections apply to the handling and | |
424 | 457 | disposition of money or any increase, dividend, or income paid to | |
425 | 458 | the clerk for the use, benefit, and account of the nonresident | |
426 | 459 | creditor to whom this section applies. | |
427 | - | SECTION | |
460 | + | SECTION 13. Section 1355.105, Estates Code, is amended to | |
428 | 461 | read as follows: | |
429 | 462 | Sec. 1355.105. WITHDRAWAL OF MONEY BY CREDITOR OR | |
430 | 463 | CREDITOR'S HEIR, [OR] REPRESENTATIVE, OR GUARDIAN. (a) On | |
431 | 464 | presentation to the court clerk of an order of a county or probate | |
432 | 465 | court of the county in which the money is held, money that is not | |
433 | 466 | withdrawn by an authorized person as provided by this chapter may be | |
434 | 467 | withdrawn by: | |
435 | 468 | (1) the creditor, after termination of the creditor's | |
436 | 469 | disability; | |
437 | 470 | (2) a subsequent personal representative of the | |
438 | 471 | creditor; [or] | |
439 | 472 | (3) the creditor's heirs; or | |
440 | 473 | (4) a nonresident guardian of the estate appointed by | |
441 | 474 | a foreign court for a creditor who is: | |
442 | 475 | (A) a nonresident minor; or | |
443 | 476 | (B) a nonresident person who is adjudged to be | |
444 | 477 | incapacitated. | |
445 | 478 | (b) Except as provided by Subsection (b-1), a [A] withdrawal | |
446 | 479 | under Subsection (a) may be made at any time and without a special | |
447 | 480 | bond for that purpose. | |
448 | 481 | (b-1) A court may require a nonresident guardian of the | |
449 | 482 | estate of a creditor who is a nonresident minor or nonresident | |
450 | 483 | incapacitated person as described by Subsection (a)(4) to provide | |
451 | 484 | proof that the nonresident guardian of the estate gave an adequate | |
452 | 485 | bond in the foreign jurisdiction if the court determines that it is | |
453 | 486 | in the nonresident minor's or nonresident incapacitated person's | |
454 | 487 | best interest. | |
455 | 488 | (c) The order presented under Subsection (a) must direct the | |
456 | 489 | court clerk to deliver the money to: | |
457 | 490 | (1) the creditor; | |
458 | 491 | (2) [,] the creditor's personal representative; | |
459 | 492 | (3) [, or] the creditor's heirs named in the order; or | |
460 | 493 | (4) if the creditor is a nonresident minor or | |
461 | 494 | nonresident person who is adjudged to be incapacitated, the | |
462 | 495 | creditor's nonresident guardian of the estate. | |
463 | 496 | (d) Before the court may issue an order under this section, | |
464 | 497 | the person's identity and credentials must be proved to the court's | |
465 | 498 | satisfaction. For purposes of this subsection, a nonresident | |
466 | 499 | guardian of the estate described by Subsection (c)(4) must present | |
467 | 500 | to the court exemplified copies of the order of a foreign court | |
468 | 501 | appointing the guardian and current letters of guardianship issued | |
469 | 502 | in the foreign jurisdiction. | |
470 | - | SECTION | |
503 | + | SECTION 14. (a) Except as otherwise provided by this | |
471 | 504 | section, the changes in law made by this Act apply to: | |
472 | 505 | (1) a guardianship created before, on, or after the | |
473 | 506 | effective date of this Act; and | |
474 | 507 | (2) an application for a guardianship pending on, or | |
475 | 508 | filed on or after, the effective date of this Act. | |
476 | 509 | (b) The changes in law made by this Act to Section 1021.001, | |
477 | 510 | Estates Code, apply only to an action filed on or after the | |
478 | 511 | effective date of this Act. An action filed before the effective | |
479 | 512 | date of this Act is governed by the law in effect on the date the | |
480 | 513 | action was filed, and the former law is continued in effect for that | |
481 | 514 | purpose. | |
482 | - | (c) The changes in law made by this Act to | |
483 | - | 1155.054(d), Estates Code, apply only to a | |
484 | - | commenced on or after the effective date of | |
485 | - | guardianship proceeding commenced before the effective | |
486 | - | Act is governed by the law in effect on the date the | |
487 | - | commenced, and the former law is continued in effect | |
488 | - | purpose. | |
515 | + | (c) The changes in law made by this Act to Sections | |
516 | + | 1155.054(d) and 1155.151(a), Estates Code, apply only to a | |
517 | + | guardianship proceeding commenced on or after the effective date of | |
518 | + | this Act. A guardianship proceeding commenced before the effective | |
519 | + | date of this Act is governed by the law in effect on the date the | |
520 | + | proceeding was commenced, and the former law is continued in effect | |
521 | + | for that purpose. | |
489 | 522 | (d) Section 1301.0511, Estates Code, as added by this Act, | |
490 | 523 | applies only to an application for creation of a management trust | |
491 | 524 | filed on or after the effective date of this Act. An application | |
492 | 525 | for creation of a management trust filed before the effective date | |
493 | 526 | of this Act is governed by the law in effect on the date the | |
494 | 527 | application was filed, and the former law is continued in effect for | |
495 | 528 | that purpose. | |
496 | 529 | (e) The changes in law made by this Act to Sections 1301.101 | |
497 | 530 | and 1301.203, Estates Code, apply only to an application for the | |
498 | 531 | creation or modification of a management trust filed on or after the | |
499 | 532 | effective date of this Act. An application for the creation or | |
500 | 533 | modification of a management trust filed before the effective date | |
501 | 534 | of this Act is governed by the law in effect on the date the | |
502 | 535 | application was filed, and the former law is continued in effect for | |
503 | 536 | that purpose. | |
504 | 537 | (f) The changes in law made by this Act to Section 1355.105, | |
505 | 538 | Estates Code, apply only to an application for an order for the | |
506 | 539 | delivery of money that is filed on or after the effective date of | |
507 | 540 | this Act. An application for an order for the delivery of money | |
508 | 541 | that is filed before the effective date of this Act is governed by | |
509 | 542 | the law in effect on the date the application was filed, and the | |
510 | 543 | former law is continued in effect for that purpose. | |
511 | - | SECTION | |
544 | + | SECTION 15. This Act takes effect September 1, 2019. |