Texas 2021 - 87th Regular

Texas Senate Bill SB615 Compare Versions

OldNewDifferences
1-S.B. No. 615
1+By: Zaffirini S.B. No. 615
2+ (Leach)
23
34
5+ A BILL TO BE ENTITLED
46 AN ACT
57 relating to probate and guardianship matters and proceedings and
68 other matters involving probate courts.
79 BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS:
810 SECTION 1. Section 30.014(a), Civil Practice and Remedies
911 Code, is amended to read as follows:
1012 (a) In a civil action, including a probate or guardianship
1113 proceeding, filed in a district court, county court, [or] statutory
1214 county court, or statutory probate court, each party or the party's
1315 attorney shall include in its initial pleading:
1416 (1) the last three numbers of the party's driver's
1517 license number, if the party has been issued a driver's license; and
1618 (2) the last three numbers of the party's social
1719 security number, if the party has been issued a social security
1820 number.
1921 SECTION 2. Section 33.101, Estates Code, is amended to read
2022 as follows:
2123 Sec. 33.101. TRANSFER TO OTHER COUNTY IN WHICH VENUE IS
2224 PROPER. If probate proceedings involving the same estate are
2325 commenced in more than one county and the court making a
2426 determination of venue as provided by Section 33.053 determines
2527 that venue is proper in another county, the court clerk shall make
2628 and retain a copy of the entire file in the case and transmit the
2729 original file in electronic or paper form to the court in the county
2830 in which venue is proper. The court to which the file is
2931 transmitted shall conduct the proceeding in the same manner as if
3032 the proceeding had originally been commenced in that county.
3133 SECTION 3. Section 33.102(a), Estates Code, is amended to
3234 read as follows:
3335 (a) If it appears to the court at any time before the final
3436 order in a probate proceeding is rendered that the court does not
3537 have priority of venue over the proceeding, the court shall, on the
3638 application of an interested person, transfer the proceeding to the
3739 proper county by transmitting to the proper court in that county in
3840 electronic or paper form:
3941 (1) the original file in the case; and
4042 (2) certified copies of all entries that have been
4143 made in the judge's probate docket in the proceeding.
4244 SECTION 4. Section 33.103, Estates Code, is amended by
4345 adding Subsection (c) to read as follows:
4446 (c) The transmittal under Subsection (b) of the original
4547 file and the certified copy of the index may be in electronic or
4648 paper form, except that an original will filed in the probate
4749 proceeding, if any, must be delivered to the court to which the
4850 proceeding is transferred.
4951 SECTION 5. Section 51.003(b), Estates Code, is amended to
5052 read as follows:
5153 (b) A citation or notice issued by the county clerk must be
5254 styled "The State of Texas" and be signed by the clerk under the
5355 court's [clerk's] seal.
5456 SECTION 6. Section 202.054, Estates Code, is amended to
5557 read as follows:
5658 Sec. 202.054. PERSONAL SERVICE OF CITATION MAY BE REQUIRED.
5759 (a) The court may require that service of citation in a proceeding
5860 to declare heirship be made by personal service on some or all of
5961 those named as distributees in the application filed under Section
6062 202.005.
6163 (b) If a distributee to be cited under Subsection (a) is
6264 absent from or is not a resident of this state, any disinterested
6365 person competent to make an oath that the citation was served may
6466 serve the citation.
6567 SECTION 7. Section 351.351, Estates Code, is amended to
6668 read as follows:
6769 Sec. 351.351. APPLICABILITY. This subchapter does not
6870 apply to:
6971 (1) the appointment of an independent executor or
7072 administrator under Section 401.002 or 401.003(a); or
7173 (2) the appointment of a successor independent
7274 administrator [executor] under Section 404.005.
7375 SECTION 8. Section 404.0036(b), Estates Code, is amended to
7476 read as follows:
7577 (b) If an independent executor is removed by the court under
7678 Section 404.003 or 404.0035, the court may, on application, appoint
7779 a successor independent administrator [executor] as provided by
7880 Section 404.005.
7981 SECTION 9. The heading to Section 404.005, Estates Code, is
8082 amended to read as follows:
8183 Sec. 404.005. COURT-APPOINTED SUCCESSOR INDEPENDENT
8284 ADMINISTRATOR [EXECUTOR].
8385 SECTION 10. Sections 404.005(a), (b), (c), (h), and (i),
8486 Estates Code, are amended to read as follows:
8587 (a) If the will of a person who dies testate names an
8688 independent executor who, having qualified, fails for any reason to
8789 continue to serve, or is removed for cause by the court, and the
8890 will does not name a successor independent executor or if each
8991 successor executor named in the will fails for any reason to qualify
9092 as executor or indicates by affidavit filed with the application
9193 for an order continuing independent administration the successor
9294 executor's inability or unwillingness to serve as successor
9395 independent executor, all of the distributees of the decedent as of
9496 the filing of the application for an order continuing independent
9597 administration may apply to the probate court for the appointment
9698 of a qualified person, firm, or corporation to serve as successor
9799 independent administrator [executor]. If the probate court finds
98100 that continued administration of the estate is necessary, the court
99101 shall enter an order continuing independent administration and
100102 appointing the person, firm, or corporation designated in the
101103 application as successor independent administrator [executor],
102104 unless the probate court finds that it would not be in the best
103105 interest of the estate to do so. The successor independent
104106 administrator [executor] shall serve with all of the powers and
105107 privileges granted to the successor's predecessor independent
106108 executor.
107109 (b) Except as otherwise provided by this subsection, if a
108110 distributee described in this section is an incapacitated person,
109111 the guardian of the person of the distributee may sign the
110112 application on behalf of the distributee. If the probate court
111113 finds that either the continuing of independent administration or
112114 the appointment of the person, firm, or corporation designated in
113115 the application as successor independent administrator [executor]
114116 would not be in the best interest of the incapacitated person, then,
115117 notwithstanding Subsection (a), the court may not enter an order
116118 continuing independent administration of the estate. If the
117119 distributee is an incapacitated person and has no guardian of the
118120 person, the court may appoint a guardian ad litem to make
119121 application on behalf of the incapacitated person if the probate
120122 court considers such an appointment necessary to protect the
121123 interest of that distributee. If a distributee described in this
122124 section is a minor and has no guardian of the person, a natural
123125 guardian of the minor may sign the application for the order
124126 continuing independent administration on the minor's behalf unless
125127 a conflict of interest exists between the minor and the natural
126128 guardian.
127129 (c) Except as otherwise provided by this subsection, if a
128130 trust is created in the decedent's will or if the decedent's will
129131 devises property to a trustee as described by Section 254.001, the
130132 person or class of persons entitled to receive property outright
131133 from the trust on the decedent's death and those first eligible to
132134 receive the income from the trust, determined as if the trust were
133135 to be in existence on the date of the filing of the application for
134136 an order continuing independent administration, shall, for the
135137 purposes of this section, be considered to be the distributee or
136138 distributees on behalf of the trust, and any other trust or trusts
137139 coming into existence on the termination of the trust, and are
138140 authorized to apply for an order continuing independent
139141 administration on behalf of the trust without the consent or
140142 agreement of the trustee or any other beneficiary of the trust, or
141143 the trustee or any beneficiary of any other trust which may come
142144 into existence on the termination of the trust. If a person
143145 considered to be a distributee under this subsection is an
144146 incapacitated person, the trustee or cotrustee may apply for the
145147 order continuing independent administration or sign the
146148 application on the incapacitated person's behalf if the trustee or
147149 cotrustee is not the person proposed to serve as the independent
148150 administrator [executor].
149151 (h) If a successor independent administrator [executor] is
150152 appointed under this section, then, unless the probate court shall
151153 waive bond on application for waiver, the successor independent
152154 administrator [executor] shall be required to enter into bond
153155 payable to and to be approved by the judge and the judge's
154156 successors in a sum that is found by the judge to be adequate under
155157 all circumstances, or a bond with one surety in an amount that is
156158 found by the judge to be adequate under all circumstances, if the
157159 surety is an authorized corporate surety.
158160 (i) Absent proof of fraud or collusion on the part of a
159161 judge, the judge may not be held civilly liable for the commission
160162 of misdeeds or the omission of any required act of any person, firm,
161163 or corporation designated as a successor independent administrator
162164 [executor] under this section. Section 351.354 does not apply to an
163165 appointment of a successor independent administrator [executor]
164166 under this section.
165167 SECTION 11. Section 452.006, Estates Code, is amended by
166168 adding Subsection (c) to read as follows:
167169 (c) The appointee shall file with the court proof of service
168170 of the notice required under Subsection (a) in the manner provided
169171 by Section 51.103(b)(3).
170172 SECTION 12. Section 503.002, Estates Code, is amended to
171173 read as follows:
172174 Sec. 503.002. RECORDING OF CERTAIN FOREIGN TESTAMENTARY
173175 INSTRUMENTS IN LANGUAGE OTHER THAN ENGLISH [ORIGINAL SIGNATURES NOT
174176 REQUIRED]. (a) An authenticated copy of a will or other
175177 testamentary instrument described by Section 503.001(a), along
176178 with a copy of the judgment, order, or decree by which the
177179 instrument was admitted to probate that has the attestation and
178180 certificate required by Section 501.002(c), that is written in
179181 whole or in part in a language other than English may be filed for
180182 recording in the deed records in any county in this state in which
181183 the land conveyed or disposed of in the instrument is located if:
182184 (1) a correct English translation is recorded with the
183185 authenticated copies of the will or other testamentary instrument
184186 and judgment, order, or decree by which the instrument was admitted
185187 to probate; and
186188 (2) the accuracy of the translation is sworn to before
187189 an officer authorized to administer oaths [Notwithstanding Section
188190 501.002(c), the original signatures required by that section may
189191 not be required for a recordation in the deed records in accordance
190192 with Section 503.001 or for a purpose described by Section 503.051
191193 or 503.052].
192194 (b) The recording of an authenticated copy of a will or
193195 other testamentary instrument and a copy of the judgment, order, or
194196 decree in the manner provided by Subsection (a) operates as
195197 constructive notice from the date of filing to all persons of the:
196198 (1) existence of the instrument; and
197199 (2) title or titles conferred by the instrument.
198200 SECTION 13. Section 1023.006, Estates Code, is amended to
199201 read as follows:
200202 Sec. 1023.006. TRANSFER OF RECORD. When an order of
201203 transfer is made under Section 1023.005, the clerk shall record any
202204 unrecorded papers of the guardianship required to be recorded. On
203205 payment of the clerk's fee, the clerk shall transmit in electronic
204206 or paper form to the county clerk of the county to which the
205207 guardianship was ordered transferred:
206208 (1) the case file of the guardianship proceedings; and
207209 (2) a certified copy of the index of the guardianship
208210 records.
209211 SECTION 14. Section 1023.007, Estates Code, is amended to
210212 read as follows:
211213 Sec. 1023.007. TRANSFER EFFECTIVE. The order transferring
212214 a guardianship does not take effect until:
213215 (1) the case file and a certified copy of the index
214216 required by Section 1023.006 are filed in electronic or paper form
215217 in the office of the county clerk of the county to which the
216218 guardianship was ordered transferred; and
217219 (2) a certificate under the clerk's official seal and
218220 reporting the filing of the case file and a certified copy of the
219221 index is filed in electronic or paper form in the court ordering the
220222 transfer by the county clerk of the county to which the guardianship
221223 was ordered transferred.
222224 SECTION 15. Section 1051.003(b), Estates Code, is amended
223225 to read as follows:
224226 (b) A citation or notice issued by the county clerk must be
225227 styled "The State of Texas" and be signed by the clerk under the
226228 court's [clerk's] seal.
227229 SECTION 16. The heading to Chapter 1054, Estates Code, is
228230 amended to read as follows:
229231 CHAPTER 1054. COURT OFFICERS, [AND] COURT-APPOINTED PERSONS, AND
230232 ATTORNEYS
231233 SECTION 17. The heading to Subchapter E, Chapter 1054,
232234 Estates Code, is amended to read as follows:
233235 SUBCHAPTER E. QUALIFICATIONS TO SERVE AS [COURT-APPOINTED]
234236 ATTORNEY
235237 SECTION 18. Section 1054.201, Estates Code, is amended by
236238 amending Subsection (a) and adding Subsection (c) to read as
237239 follows:
238240 (a) Except as provided by Subsection (c), an [An] attorney
239241 representing any person's interests [for an applicant for
240242 guardianship and a court-appointed attorney] in a guardianship
241243 proceeding, including an attorney ad litem, must be certified by
242244 the State Bar of Texas, or a person or other entity designated by
243245 the state bar, as having successfully completed a course of study in
244246 guardianship law and procedure sponsored by the state bar or the
245247 state bar's designee.
246248 (c) An attorney may commence representation of a person's
247249 interests and file an appearance in a guardianship proceeding
248250 before completing the course required for certification under
249251 Subsection (a), but must complete the course not later than the 14th
250252 day after the date of filing the appearance and before filing any
251253 substantive motion in the guardianship proceeding.
252254 SECTION 19. Section 1101.001(b), Estates Code, is amended
253255 to read as follows:
254256 (b) The application must be sworn to by the applicant and
255257 state:
256258 (1) the proposed ward's name, sex, date of birth, and
257259 address;
258260 (2) the name, former name, if any, relationship, and
259261 address of the person the applicant seeks to have appointed as
260262 guardian;
261263 (3) whether guardianship of the person or estate, or
262264 both, is sought;
263265 (3-a) whether alternatives to guardianship and
264266 available supports and services to avoid guardianship were
265267 considered;
266268 (3-b) whether any alternatives to guardianship and
267269 supports and services available to the proposed ward considered are
268270 feasible and would avoid the need for a guardianship;
269271 (4) the nature and degree of the alleged incapacity,
270272 the specific areas of protection and assistance requested, and the
271273 limitation or termination of rights requested to be included in the
272274 court's order of appointment, including a termination of:
273275 (A) the right of a proposed ward who is 18 years
274276 of age or older to vote in a public election;
275277 (B) the proposed ward's eligibility to hold or
276278 obtain a license to operate a motor vehicle under Chapter 521,
277279 Transportation Code; and
278280 (C) the right of a proposed ward to make personal
279281 decisions regarding residence;
280282 (5) the facts requiring the appointment of a guardian;
281283 (6) the interest of the applicant in the appointment
282284 of a guardian;
283285 (7) the nature and description of any kind of
284286 guardianship existing for the proposed ward in any other state;
285287 (8) the name and address of any person or institution
286288 having the care and custody of the proposed ward;
287289 (9) the approximate value and a detailed description
288290 of the proposed ward's property, including:
289291 (A) liquid assets, including any compensation,
290292 pension, insurance, or allowance to which the proposed ward may be
291293 entitled; and
292294 (B) non-liquid assets, including real property;
293295 (10) the name and address of any person whom the
294296 applicant knows to hold a power of attorney signed by the proposed
295297 ward and a description of the type of power of attorney;
296298 (11) for a proposed ward who is a minor, the following
297299 information if known by the applicant:
298300 (A) the name of each of the proposed ward's
299301 parents and either the parent's address or that the parent is
300302 deceased;
301303 (B) the name and age of each of the proposed
302304 ward's siblings, if any, and either the sibling's address or that
303305 the sibling is deceased; and
304306 (C) if each of the proposed ward's parents and
305307 adult siblings are deceased, the names and addresses of the
306308 proposed ward's other living relatives who are related to the
307309 proposed ward within the third degree by consanguinity and who are
308310 adults;
309311 (12) for a proposed ward who is a minor, whether the
310312 minor was the subject of a legal or conservatorship proceeding in
311313 the preceding two years and, if so:
312314 (A) the court involved;
313315 (B) the nature of the proceeding; and
314316 (C) any final disposition of the proceeding;
315317 (13) for a proposed ward who is an adult, the following
316318 information if known by the applicant:
317319 (A) the name of the proposed ward's spouse, if
318320 any, and either the spouse's address or that the spouse is deceased;
319321 (B) the name of each of the proposed ward's
320322 parents and either the parent's address or that the parent is
321323 deceased;
322324 (C) the name and age of each of the proposed
323325 ward's siblings, if any, and either the sibling's address or that
324326 the sibling is deceased;
325327 (D) the name and age of each of the proposed
326328 ward's children, if any, and either the child's address or that the
327329 child is deceased; and
328330 (E) if there is no living spouse, parent, adult
329331 sibling, or adult child of the proposed ward, the names and
330332 addresses of the proposed ward's other living relatives who are
331333 related to the proposed ward within the third degree by
332334 consanguinity and who are adults;
333335 (14) facts showing that the court has venue of the
334336 proceeding; and
335337 (15) if applicable, that the person whom the applicant
336338 seeks to have appointed as a guardian is a private professional
337339 guardian who is certified under Subchapter C, Chapter 155,
338340 Government Code, and has complied with the requirements of
339341 Subchapter G, Chapter 1104.
340342 SECTION 20. Section 1101.153(a), Estates Code, is amended
341343 to read as follows:
342344 (a) A court order appointing a guardian must:
343345 (1) specify:
344346 (A) [(1)] the name of the person appointed;
345347 (B) [(2)] the name of the ward;
346348 (C) [(3)] whether the guardian is of the person
347349 or estate of the ward, or both;
348350 (D) [(4)] the amount of any bond required;
349351 (E) [(5)] if it is a guardianship of the estate
350352 of the ward and the court considers an appraisal to be necessary,
351353 one, two, or three disinterested persons to appraise the estate and
352354 to return the appraisement to the court; and
353355 (F) [(6)] that the clerk will issue letters of
354356 guardianship to the person appointed when the person has qualified
355357 according to law; and
356358 (2) if the court waives the guardian's training
357359 requirement, contain a finding that the waiver is in accordance
358360 with rules adopted by the supreme court under Section 155.203,
359361 Government Code.
360362 SECTION 21. Subchapter A, Chapter 1151, Estates Code, is
361363 amended by adding Section 1151.005 to read as follows:
362364 Sec. 1151.005. LEGAL PROCEEDINGS IN WHICH WARD IS PARTY OR
363365 WITNESS. The guardian of the person or of the estate of a ward may
364366 not be excluded from attending a legal proceeding in which the ward
365367 is:
366368 (1) a party; or
367369 (2) participating as a witness.
368370 SECTION 22. Section 1251.005, Estates Code, is amended to
369371 read as follows:
370372 Sec. 1251.005. CITATION AND NOTICE OF APPLICATION. (a) On
371373 the filing of an application for temporary guardianship, the court
372374 clerk shall issue:
373375 (1) citation [notice] to be served on:
374376 (A) [(1)] the proposed ward; and
375377 (B) [(2) the proposed ward's appointed attorney;
376378 and
377379 [(3)] the proposed temporary guardian named in the
378380 application, if that person is not the applicant; and
379381 (2) notice to be served on the proposed ward's
380382 appointed attorney.
381383 (b) The citation or notice issued as provided by Subsection
382384 (a) must describe:
383385 (1) the rights of the parties; and
384386 (2) the date, time, place, purpose, and possible
385387 consequences of a hearing on the application.
386388 (b-1) The citation issued as provided by Subsection (a) must
387389 contain a statement regarding the authority of a person under
388390 Section 1051.252 who is interested in the estate or welfare of a
389391 proposed ward or, if a guardianship is created, the ward to file
390392 with the county clerk a written request to be notified of all, or
391393 any specified, motions, applications, or pleadings filed with
392394 respect to the temporary guardianship proceeding by any person or
393395 by a person specifically designated in the request.
394396 (c) A copy of the application must be attached to the
395397 citation or notice.
396398 SECTION 23. The heading to Section 1251.153, Estates Code,
397399 is amended to read as follows:
398400 Sec. 1251.153. DELIVERY OF ESTATE, FILING OF FINAL REPORT,
399401 AND[;] DISCHARGE OF TEMPORARY GUARDIAN.
400402 SECTION 24. Section 1251.153, Estates Code, is amended by
401403 adding Subsection (a-1) and amending Subsection (b) to read as
402404 follows:
403405 (a-1) At the expiration of a temporary guardianship of the
404406 person, the temporary guardian shall file with the court clerk a
405407 final report that:
406408 (1) if the ward is living, describes each reason the
407409 temporary guardianship of the person expired, including a statement
408410 of facts regarding whether the temporary guardianship expired
409411 because:
410412 (A) the ward was found by the court to have full
411413 capacity, or sufficient capacity with supports and services, to
412414 care for himself or herself;
413415 (B) alternatives to guardianship have been
414416 established to meet the needs of the ward; or
415417 (C) a permanent guardian appointed by the court
416418 has qualified to serve as the ward's guardian; or
417419 (2) if the ward is deceased, includes the date and
418420 place of death, if known, in the form and manner of the report
419421 required to be filed by a guardian of the person under Section
420422 1163.103.
421423 (b) On proof of delivery under Subsection (a) and approval
422424 by the court of a final report filed with the court clerk under
423425 Subsection (a-1), as applicable:
424426 (1) the temporary guardian shall be discharged; and
425427 (2) the sureties on the temporary guardian's bond
426428 shall be released as to future liability.
427429 SECTION 25. Section 1253.001, Estates Code, is amended to
428430 read as follows:
429431 Sec. 1253.001. APPLICATION TO TRANSFER GUARDIANSHIP TO
430432 FOREIGN JURISDICTION. On application of the guardian or on the
431433 court's own motion, a [A guardian of the person or estate may apply
432434 to the] court that has jurisdiction over the guardianship may [to]
433435 transfer the guardianship to a court in a foreign jurisdiction to
434436 which the ward has permanently moved.
435437 SECTION 26. Section 25.0006, Government Code, is amended by
436438 amending Subsection (a) and adding Subsection (a-5) to read as
437439 follows:
438440 (a) Notwithstanding any other law except Subsection (a-4),
439441 Subsections (a-1), (a-2), [and] (a-3), and (a-5) control over a
440442 specific provision for a particular court or county that attempts
441443 to create a requirement for a bond or insurance that conflicts with
442444 those subsections.
443445 (a-5) A bond executed under Subsection (a-1) by the judge
444446 elected or appointed to a statutory county court or an insurance
445447 policy obtained under Subsection (a-3) shall provide the same
446448 coverage to a visiting judge assigned to the court or associate
447449 judge appointed to serve the court as the bond or insurance policy
448450 provides to the judge elected or appointed to the court.
449451 SECTION 27. Section 25.00231, Government Code, is amended
450452 by adding Subsection (f) to read as follows:
451453 (f) Notwithstanding Subsection (e), a bond executed under
452454 Subsection (b) by the judge elected or appointed to a statutory
453455 probate court or an insurance policy obtained under Subsection (c)
454456 shall provide the same coverage to a visiting judge assigned to the
455457 court or to an associate judge appointed by the court as the bond or
456458 insurance policy provides to the judge elected or appointed to the
457459 court.
458460 SECTION 28. Section 25.0027, Government Code, is amended to
459461 read as follows:
460462 Sec. 25.0027. JURIES; PRACTICE AND PROCEDURE. The drawing
461463 of jury panels, selection of jurors, and practice in the statutory
462464 probate courts must conform to that prescribed by law for county
463465 courts, except that practice, procedure, rules of evidence,
464466 issuance of process and writs, juries, including the number of
465467 jurors provided the parties to a proceeding may agree to try a
466468 particular case with fewer than 12 jurors, and all other matters
467469 pertaining to the conduct of trials and hearings in the statutory
468470 probate courts involving those matters of concurrent jurisdiction
469471 with district courts are governed by the laws and rules pertaining
470472 to district courts.
471473 SECTION 29. Section 74.141, Government Code, is amended to
472474 read as follows:
473475 Sec. 74.141. DEFENSE OF JUDGES. The attorney general shall
474476 defend a state district judge, a presiding judge of an
475477 administrative region, the presiding judge of the statutory probate
476478 courts, a visiting judge assigned to hear a guardianship or probate
477479 matter by the presiding judge of the statutory probate courts, or an
478480 active, retired, or former judge assigned under this chapter in any
479481 action or suit in any court in which the judge is a defendant
480482 because of his office or capacity as judge if the judge requests the
481483 attorney general's assistance in the defense of the suit.
482484 SECTION 30. Section 81.114, Government Code, is amended by
483485 amending Subsection (a) and adding Subsection (e) to read as
484486 follows:
485487 (a) The state bar shall provide a course of instruction for
486488 attorneys who represent any person's interests [parties] in
487489 guardianship cases or who serve as court-appointed guardians.
488490 (e) The course of instruction described by this section must
489491 be low-cost and available to persons throughout this state,
490492 including on the Internet provided through the state bar.
491493 SECTION 31. Section 155.205(b), Government Code, is amended
492494 to read as follows:
493495 (b) The commission shall obtain:
494496 (1) fingerprint-based criminal history record
495497 information of a proposed guardian [an applicant] if:
496498 (A) the liquid assets of the estate of a ward
497499 exceed $50,000; or
498500 (B) the proposed guardian is not a resident of
499501 this state; or
500502 (2) name-based criminal history record information of
501503 a proposed guardian, including any criminal history record
502504 information under the current name and all former names of the
503505 proposed guardian, [an applicant] if:
504506 (A) the liquid assets of the estate of a ward are
505507 $50,000 or less; and
506508 (B) the proposed guardian is a resident of this
507509 state.
508510 SECTION 32. (a) Section 202.054, Estates Code, as amended
509511 by this Act, applies only to a proceeding to declare heirship
510512 commenced on or after the effective date of this Act. A proceeding
511513 to declare heirship commenced before that date is governed by the
512514 law in effect on the date the proceeding was commenced, and the
513515 former law is continued in effect for that purpose.
514516 (b) Section 452.006(c), Estates Code, as added by this Act,
515517 applies only to a temporary administrator appointed on or after the
516518 effective date of this Act. A temporary administrator appointed
517519 before the effective date of this Act is governed by the law in
518520 effect on the date the administrator was appointed, and the former
519521 law is continued in effect for that purpose.
520522 (c) Section 503.002, Estates Code, as amended by this Act,
521523 applies only to a copy of a testamentary instrument or other
522524 document filed for recording on or after the effective date of this
523525 Act. A copy of a testamentary instrument or other document filed
524526 before the effective date of this Act is governed by the law in
525527 effect on the date the instrument or document was filed, and the
526528 former law is continued in effect for that purpose.
527529 (d) Sections 1101.001 and 1251.005, Estates Code, as
528530 amended by this Act, apply only to an application for the
529531 appointment of a guardian or temporary guardian filed on or after
530532 the effective date of this Act. An application for the appointment
531533 of a guardian or temporary guardian filed before the effective date
532534 of this Act is governed by the law in effect on the date the
533535 application was filed, and the former law is continued in effect for
534536 that purpose.
535537 (e) Sections 1054.201 and 1101.153, Estates Code, as
536538 amended by this Act, and Section 155.205, Government Code, as
537539 amended by this Act, apply only to a guardianship proceeding
538540 commenced on or after the effective date of this Act. A
539541 guardianship proceeding commenced before the effective date of this
540542 Act is governed by the law applicable to the proceeding immediately
541543 before the effective date of this Act, and the former law is
542544 continued in effect for that purpose.
543545 (f) Sections 1251.153 and 1253.001, Estates Code, as
544546 amended by this Act, apply to a guardianship created before, on, or
545547 after the effective date of this Act.
546548 (g) The changes in law made by this Act to Sections 25.0006
547549 and 25.00231, Government Code, apply only to an insurance policy
548550 delivered, issued for delivery, or renewed on or after January 1,
549551 2022. An insurance policy delivered, issued for delivery, or
550552 renewed before January 1, 2022, is governed by the law as it existed
551553 immediately before the effective date of this Act, and that law is
552554 continued in effect for that purpose.
553555 (h) Section 74.141, Government Code, as amended by this Act,
554556 applies to a cause of action filed on or after the effective date of
555557 this Act. A cause of action filed before the effective date of this
556558 Act is governed by the law in effect immediately before the
557559 effective date of this Act, and that law is continued in effect for
558560 that purpose.
559561 SECTION 33. This Act takes effect September 1, 2021.
560- ______________________________ ______________________________
561- President of the Senate Speaker of the House
562- I hereby certify that S.B. No. 615 passed the Senate on
563- April 19, 2021, by the following vote: Yeas 31, Nays 0.
564- ______________________________
565- Secretary of the Senate
566- I hereby certify that S.B. No. 615 passed the House on
567- May 26, 2021, by the following vote: Yeas 129, Nays 18, two
568- present not voting.
569- ______________________________
570- Chief Clerk of the House
571- Approved:
572- ______________________________
573- Date
574- ______________________________
575- Governor