4 | 6 | | AN ACT |
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5 | 7 | | relating to probate and guardianship matters and proceedings and |
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6 | 8 | | other matters involving probate courts. |
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7 | 9 | | BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS: |
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8 | 10 | | SECTION 1. Section 30.014(a), Civil Practice and Remedies |
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9 | 11 | | Code, is amended to read as follows: |
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10 | 12 | | (a) In a civil action, including a probate or guardianship |
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11 | 13 | | proceeding, filed in a district court, county court, [or] statutory |
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12 | 14 | | county court, or statutory probate court, each party or the party's |
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13 | 15 | | attorney shall include in its initial pleading: |
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14 | 16 | | (1) the last three numbers of the party's driver's |
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15 | 17 | | license number, if the party has been issued a driver's license; and |
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16 | 18 | | (2) the last three numbers of the party's social |
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17 | 19 | | security number, if the party has been issued a social security |
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18 | 20 | | number. |
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19 | 21 | | SECTION 2. Section 33.101, Estates Code, is amended to read |
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20 | 22 | | as follows: |
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21 | 23 | | Sec. 33.101. TRANSFER TO OTHER COUNTY IN WHICH VENUE IS |
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22 | 24 | | PROPER. If probate proceedings involving the same estate are |
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23 | 25 | | commenced in more than one county and the court making a |
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24 | 26 | | determination of venue as provided by Section 33.053 determines |
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25 | 27 | | that venue is proper in another county, the court clerk shall make |
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26 | 28 | | and retain a copy of the entire file in the case and transmit the |
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27 | 29 | | original file in electronic or paper form to the court in the county |
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28 | 30 | | in which venue is proper. The court to which the file is |
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29 | 31 | | transmitted shall conduct the proceeding in the same manner as if |
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30 | 32 | | the proceeding had originally been commenced in that county. |
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31 | 33 | | SECTION 3. Section 33.102(a), Estates Code, is amended to |
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32 | 34 | | read as follows: |
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33 | 35 | | (a) If it appears to the court at any time before the final |
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34 | 36 | | order in a probate proceeding is rendered that the court does not |
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35 | 37 | | have priority of venue over the proceeding, the court shall, on the |
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36 | 38 | | application of an interested person, transfer the proceeding to the |
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37 | 39 | | proper county by transmitting to the proper court in that county in |
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38 | 40 | | electronic or paper form: |
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39 | 41 | | (1) the original file in the case; and |
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40 | 42 | | (2) certified copies of all entries that have been |
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41 | 43 | | made in the judge's probate docket in the proceeding. |
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42 | 44 | | SECTION 4. Section 33.103, Estates Code, is amended by |
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43 | 45 | | adding Subsection (c) to read as follows: |
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44 | 46 | | (c) The transmittal under Subsection (b) of the original |
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45 | 47 | | file and the certified copy of the index may be in electronic or |
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46 | 48 | | paper form, except that an original will filed in the probate |
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47 | 49 | | proceeding, if any, must be delivered to the court to which the |
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48 | 50 | | proceeding is transferred. |
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49 | 51 | | SECTION 5. Section 51.003(b), Estates Code, is amended to |
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50 | 52 | | read as follows: |
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51 | 53 | | (b) A citation or notice issued by the county clerk must be |
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52 | 54 | | styled "The State of Texas" and be signed by the clerk under the |
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53 | 55 | | court's [clerk's] seal. |
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54 | 56 | | SECTION 6. Section 202.054, Estates Code, is amended to |
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55 | 57 | | read as follows: |
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56 | 58 | | Sec. 202.054. PERSONAL SERVICE OF CITATION MAY BE REQUIRED. |
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57 | 59 | | (a) The court may require that service of citation in a proceeding |
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58 | 60 | | to declare heirship be made by personal service on some or all of |
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59 | 61 | | those named as distributees in the application filed under Section |
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60 | 62 | | 202.005. |
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61 | 63 | | (b) If a distributee to be cited under Subsection (a) is |
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62 | 64 | | absent from or is not a resident of this state, any disinterested |
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63 | 65 | | person competent to make an oath that the citation was served may |
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64 | 66 | | serve the citation. |
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65 | 67 | | SECTION 7. Section 351.351, Estates Code, is amended to |
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66 | 68 | | read as follows: |
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67 | 69 | | Sec. 351.351. APPLICABILITY. This subchapter does not |
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68 | 70 | | apply to: |
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69 | 71 | | (1) the appointment of an independent executor or |
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70 | 72 | | administrator under Section 401.002 or 401.003(a); or |
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71 | 73 | | (2) the appointment of a successor independent |
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72 | 74 | | administrator [executor] under Section 404.005. |
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73 | 75 | | SECTION 8. Section 404.0036(b), Estates Code, is amended to |
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74 | 76 | | read as follows: |
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75 | 77 | | (b) If an independent executor is removed by the court under |
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76 | 78 | | Section 404.003 or 404.0035, the court may, on application, appoint |
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77 | 79 | | a successor independent administrator [executor] as provided by |
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78 | 80 | | Section 404.005. |
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79 | 81 | | SECTION 9. The heading to Section 404.005, Estates Code, is |
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80 | 82 | | amended to read as follows: |
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81 | 83 | | Sec. 404.005. COURT-APPOINTED SUCCESSOR INDEPENDENT |
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82 | 84 | | ADMINISTRATOR [EXECUTOR]. |
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83 | 85 | | SECTION 10. Sections 404.005(a), (b), (c), (h), and (i), |
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84 | 86 | | Estates Code, are amended to read as follows: |
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85 | 87 | | (a) If the will of a person who dies testate names an |
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86 | 88 | | independent executor who, having qualified, fails for any reason to |
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87 | 89 | | continue to serve, or is removed for cause by the court, and the |
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88 | 90 | | will does not name a successor independent executor or if each |
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89 | 91 | | successor executor named in the will fails for any reason to qualify |
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90 | 92 | | as executor or indicates by affidavit filed with the application |
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91 | 93 | | for an order continuing independent administration the successor |
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92 | 94 | | executor's inability or unwillingness to serve as successor |
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93 | 95 | | independent executor, all of the distributees of the decedent as of |
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94 | 96 | | the filing of the application for an order continuing independent |
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95 | 97 | | administration may apply to the probate court for the appointment |
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96 | 98 | | of a qualified person, firm, or corporation to serve as successor |
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97 | 99 | | independent administrator [executor]. If the probate court finds |
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98 | 100 | | that continued administration of the estate is necessary, the court |
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99 | 101 | | shall enter an order continuing independent administration and |
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100 | 102 | | appointing the person, firm, or corporation designated in the |
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101 | 103 | | application as successor independent administrator [executor], |
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102 | 104 | | unless the probate court finds that it would not be in the best |
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103 | 105 | | interest of the estate to do so. The successor independent |
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104 | 106 | | administrator [executor] shall serve with all of the powers and |
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105 | 107 | | privileges granted to the successor's predecessor independent |
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106 | 108 | | executor. |
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107 | 109 | | (b) Except as otherwise provided by this subsection, if a |
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108 | 110 | | distributee described in this section is an incapacitated person, |
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109 | 111 | | the guardian of the person of the distributee may sign the |
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110 | 112 | | application on behalf of the distributee. If the probate court |
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111 | 113 | | finds that either the continuing of independent administration or |
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112 | 114 | | the appointment of the person, firm, or corporation designated in |
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113 | 115 | | the application as successor independent administrator [executor] |
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114 | 116 | | would not be in the best interest of the incapacitated person, then, |
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115 | 117 | | notwithstanding Subsection (a), the court may not enter an order |
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116 | 118 | | continuing independent administration of the estate. If the |
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117 | 119 | | distributee is an incapacitated person and has no guardian of the |
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118 | 120 | | person, the court may appoint a guardian ad litem to make |
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119 | 121 | | application on behalf of the incapacitated person if the probate |
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120 | 122 | | court considers such an appointment necessary to protect the |
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121 | 123 | | interest of that distributee. If a distributee described in this |
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122 | 124 | | section is a minor and has no guardian of the person, a natural |
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123 | 125 | | guardian of the minor may sign the application for the order |
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124 | 126 | | continuing independent administration on the minor's behalf unless |
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125 | 127 | | a conflict of interest exists between the minor and the natural |
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126 | 128 | | guardian. |
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127 | 129 | | (c) Except as otherwise provided by this subsection, if a |
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128 | 130 | | trust is created in the decedent's will or if the decedent's will |
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129 | 131 | | devises property to a trustee as described by Section 254.001, the |
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130 | 132 | | person or class of persons entitled to receive property outright |
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131 | 133 | | from the trust on the decedent's death and those first eligible to |
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132 | 134 | | receive the income from the trust, determined as if the trust were |
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133 | 135 | | to be in existence on the date of the filing of the application for |
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134 | 136 | | an order continuing independent administration, shall, for the |
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135 | 137 | | purposes of this section, be considered to be the distributee or |
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136 | 138 | | distributees on behalf of the trust, and any other trust or trusts |
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137 | 139 | | coming into existence on the termination of the trust, and are |
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138 | 140 | | authorized to apply for an order continuing independent |
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139 | 141 | | administration on behalf of the trust without the consent or |
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140 | 142 | | agreement of the trustee or any other beneficiary of the trust, or |
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141 | 143 | | the trustee or any beneficiary of any other trust which may come |
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142 | 144 | | into existence on the termination of the trust. If a person |
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143 | 145 | | considered to be a distributee under this subsection is an |
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144 | 146 | | incapacitated person, the trustee or cotrustee may apply for the |
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145 | 147 | | order continuing independent administration or sign the |
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146 | 148 | | application on the incapacitated person's behalf if the trustee or |
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147 | 149 | | cotrustee is not the person proposed to serve as the independent |
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148 | 150 | | administrator [executor]. |
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149 | 151 | | (h) If a successor independent administrator [executor] is |
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150 | 152 | | appointed under this section, then, unless the probate court shall |
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151 | 153 | | waive bond on application for waiver, the successor independent |
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152 | 154 | | administrator [executor] shall be required to enter into bond |
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153 | 155 | | payable to and to be approved by the judge and the judge's |
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154 | 156 | | successors in a sum that is found by the judge to be adequate under |
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155 | 157 | | all circumstances, or a bond with one surety in an amount that is |
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156 | 158 | | found by the judge to be adequate under all circumstances, if the |
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157 | 159 | | surety is an authorized corporate surety. |
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158 | 160 | | (i) Absent proof of fraud or collusion on the part of a |
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159 | 161 | | judge, the judge may not be held civilly liable for the commission |
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160 | 162 | | of misdeeds or the omission of any required act of any person, firm, |
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161 | 163 | | or corporation designated as a successor independent administrator |
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162 | 164 | | [executor] under this section. Section 351.354 does not apply to an |
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163 | 165 | | appointment of a successor independent administrator [executor] |
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164 | 166 | | under this section. |
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165 | 167 | | SECTION 11. Section 452.006, Estates Code, is amended by |
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166 | 168 | | adding Subsection (c) to read as follows: |
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167 | 169 | | (c) The appointee shall file with the court proof of service |
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168 | 170 | | of the notice required under Subsection (a) in the manner provided |
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169 | 171 | | by Section 51.103(b)(3). |
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170 | 172 | | SECTION 12. Section 503.002, Estates Code, is amended to |
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171 | 173 | | read as follows: |
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172 | 174 | | Sec. 503.002. RECORDING OF CERTAIN FOREIGN TESTAMENTARY |
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173 | 175 | | INSTRUMENTS IN LANGUAGE OTHER THAN ENGLISH [ORIGINAL SIGNATURES NOT |
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174 | 176 | | REQUIRED]. (a) An authenticated copy of a will or other |
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175 | 177 | | testamentary instrument described by Section 503.001(a), along |
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176 | 178 | | with a copy of the judgment, order, or decree by which the |
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177 | 179 | | instrument was admitted to probate that has the attestation and |
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178 | 180 | | certificate required by Section 501.002(c), that is written in |
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179 | 181 | | whole or in part in a language other than English may be filed for |
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180 | 182 | | recording in the deed records in any county in this state in which |
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181 | 183 | | the land conveyed or disposed of in the instrument is located if: |
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182 | 184 | | (1) a correct English translation is recorded with the |
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183 | 185 | | authenticated copies of the will or other testamentary instrument |
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184 | 186 | | and judgment, order, or decree by which the instrument was admitted |
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185 | 187 | | to probate; and |
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186 | 188 | | (2) the accuracy of the translation is sworn to before |
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187 | 189 | | an officer authorized to administer oaths [Notwithstanding Section |
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188 | 190 | | 501.002(c), the original signatures required by that section may |
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189 | 191 | | not be required for a recordation in the deed records in accordance |
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190 | 192 | | with Section 503.001 or for a purpose described by Section 503.051 |
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191 | 193 | | or 503.052]. |
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192 | 194 | | (b) The recording of an authenticated copy of a will or |
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193 | 195 | | other testamentary instrument and a copy of the judgment, order, or |
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194 | 196 | | decree in the manner provided by Subsection (a) operates as |
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195 | 197 | | constructive notice from the date of filing to all persons of the: |
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196 | 198 | | (1) existence of the instrument; and |
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197 | 199 | | (2) title or titles conferred by the instrument. |
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198 | 200 | | SECTION 13. Section 1023.006, Estates Code, is amended to |
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199 | 201 | | read as follows: |
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200 | 202 | | Sec. 1023.006. TRANSFER OF RECORD. When an order of |
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201 | 203 | | transfer is made under Section 1023.005, the clerk shall record any |
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202 | 204 | | unrecorded papers of the guardianship required to be recorded. On |
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203 | 205 | | payment of the clerk's fee, the clerk shall transmit in electronic |
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204 | 206 | | or paper form to the county clerk of the county to which the |
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205 | 207 | | guardianship was ordered transferred: |
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206 | 208 | | (1) the case file of the guardianship proceedings; and |
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207 | 209 | | (2) a certified copy of the index of the guardianship |
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208 | 210 | | records. |
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209 | 211 | | SECTION 14. Section 1023.007, Estates Code, is amended to |
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210 | 212 | | read as follows: |
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211 | 213 | | Sec. 1023.007. TRANSFER EFFECTIVE. The order transferring |
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212 | 214 | | a guardianship does not take effect until: |
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213 | 215 | | (1) the case file and a certified copy of the index |
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214 | 216 | | required by Section 1023.006 are filed in electronic or paper form |
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215 | 217 | | in the office of the county clerk of the county to which the |
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216 | 218 | | guardianship was ordered transferred; and |
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217 | 219 | | (2) a certificate under the clerk's official seal and |
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218 | 220 | | reporting the filing of the case file and a certified copy of the |
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219 | 221 | | index is filed in electronic or paper form in the court ordering the |
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220 | 222 | | transfer by the county clerk of the county to which the guardianship |
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221 | 223 | | was ordered transferred. |
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222 | 224 | | SECTION 15. Section 1051.003(b), Estates Code, is amended |
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223 | 225 | | to read as follows: |
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224 | 226 | | (b) A citation or notice issued by the county clerk must be |
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225 | 227 | | styled "The State of Texas" and be signed by the clerk under the |
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226 | 228 | | court's [clerk's] seal. |
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227 | 229 | | SECTION 16. The heading to Chapter 1054, Estates Code, is |
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228 | 230 | | amended to read as follows: |
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229 | 231 | | CHAPTER 1054. COURT OFFICERS, [AND] COURT-APPOINTED PERSONS, AND |
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230 | 232 | | ATTORNEYS |
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231 | 233 | | SECTION 17. The heading to Subchapter E, Chapter 1054, |
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232 | 234 | | Estates Code, is amended to read as follows: |
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233 | 235 | | SUBCHAPTER E. QUALIFICATIONS TO SERVE AS [COURT-APPOINTED] |
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234 | 236 | | ATTORNEY |
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235 | 237 | | SECTION 18. Section 1054.201, Estates Code, is amended by |
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236 | 238 | | amending Subsection (a) and adding Subsection (c) to read as |
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237 | 239 | | follows: |
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238 | 240 | | (a) Except as provided by Subsection (c), an [An] attorney |
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239 | 241 | | representing any person's interests [for an applicant for |
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240 | 242 | | guardianship and a court-appointed attorney] in a guardianship |
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241 | 243 | | proceeding, including an attorney ad litem, must be certified by |
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242 | 244 | | the State Bar of Texas, or a person or other entity designated by |
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243 | 245 | | the state bar, as having successfully completed a course of study in |
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244 | 246 | | guardianship law and procedure sponsored by the state bar or the |
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245 | 247 | | state bar's designee. |
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246 | 248 | | (c) An attorney may commence representation of a person's |
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247 | 249 | | interests and file an appearance in a guardianship proceeding |
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248 | 250 | | before completing the course required for certification under |
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249 | 251 | | Subsection (a), but must complete the course not later than the 14th |
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250 | 252 | | day after the date of filing the appearance and before filing any |
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251 | 253 | | substantive motion in the guardianship proceeding. |
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252 | 254 | | SECTION 19. Section 1101.001(b), Estates Code, is amended |
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253 | 255 | | to read as follows: |
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254 | 256 | | (b) The application must be sworn to by the applicant and |
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255 | 257 | | state: |
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256 | 258 | | (1) the proposed ward's name, sex, date of birth, and |
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257 | 259 | | address; |
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258 | 260 | | (2) the name, former name, if any, relationship, and |
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259 | 261 | | address of the person the applicant seeks to have appointed as |
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260 | 262 | | guardian; |
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261 | 263 | | (3) whether guardianship of the person or estate, or |
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262 | 264 | | both, is sought; |
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263 | 265 | | (3-a) whether alternatives to guardianship and |
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264 | 266 | | available supports and services to avoid guardianship were |
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265 | 267 | | considered; |
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266 | 268 | | (3-b) whether any alternatives to guardianship and |
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267 | 269 | | supports and services available to the proposed ward considered are |
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268 | 270 | | feasible and would avoid the need for a guardianship; |
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269 | 271 | | (4) the nature and degree of the alleged incapacity, |
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270 | 272 | | the specific areas of protection and assistance requested, and the |
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271 | 273 | | limitation or termination of rights requested to be included in the |
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272 | 274 | | court's order of appointment, including a termination of: |
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273 | 275 | | (A) the right of a proposed ward who is 18 years |
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274 | 276 | | of age or older to vote in a public election; |
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275 | 277 | | (B) the proposed ward's eligibility to hold or |
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276 | 278 | | obtain a license to operate a motor vehicle under Chapter 521, |
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277 | 279 | | Transportation Code; and |
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278 | 280 | | (C) the right of a proposed ward to make personal |
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279 | 281 | | decisions regarding residence; |
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280 | 282 | | (5) the facts requiring the appointment of a guardian; |
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281 | 283 | | (6) the interest of the applicant in the appointment |
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282 | 284 | | of a guardian; |
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283 | 285 | | (7) the nature and description of any kind of |
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284 | 286 | | guardianship existing for the proposed ward in any other state; |
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285 | 287 | | (8) the name and address of any person or institution |
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286 | 288 | | having the care and custody of the proposed ward; |
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287 | 289 | | (9) the approximate value and a detailed description |
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288 | 290 | | of the proposed ward's property, including: |
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289 | 291 | | (A) liquid assets, including any compensation, |
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290 | 292 | | pension, insurance, or allowance to which the proposed ward may be |
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291 | 293 | | entitled; and |
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292 | 294 | | (B) non-liquid assets, including real property; |
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293 | 295 | | (10) the name and address of any person whom the |
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294 | 296 | | applicant knows to hold a power of attorney signed by the proposed |
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295 | 297 | | ward and a description of the type of power of attorney; |
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296 | 298 | | (11) for a proposed ward who is a minor, the following |
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297 | 299 | | information if known by the applicant: |
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298 | 300 | | (A) the name of each of the proposed ward's |
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299 | 301 | | parents and either the parent's address or that the parent is |
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300 | 302 | | deceased; |
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301 | 303 | | (B) the name and age of each of the proposed |
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302 | 304 | | ward's siblings, if any, and either the sibling's address or that |
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303 | 305 | | the sibling is deceased; and |
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304 | 306 | | (C) if each of the proposed ward's parents and |
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305 | 307 | | adult siblings are deceased, the names and addresses of the |
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306 | 308 | | proposed ward's other living relatives who are related to the |
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307 | 309 | | proposed ward within the third degree by consanguinity and who are |
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308 | 310 | | adults; |
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309 | 311 | | (12) for a proposed ward who is a minor, whether the |
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310 | 312 | | minor was the subject of a legal or conservatorship proceeding in |
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311 | 313 | | the preceding two years and, if so: |
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312 | 314 | | (A) the court involved; |
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313 | 315 | | (B) the nature of the proceeding; and |
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314 | 316 | | (C) any final disposition of the proceeding; |
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315 | 317 | | (13) for a proposed ward who is an adult, the following |
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316 | 318 | | information if known by the applicant: |
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317 | 319 | | (A) the name of the proposed ward's spouse, if |
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318 | 320 | | any, and either the spouse's address or that the spouse is deceased; |
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319 | 321 | | (B) the name of each of the proposed ward's |
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320 | 322 | | parents and either the parent's address or that the parent is |
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321 | 323 | | deceased; |
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322 | 324 | | (C) the name and age of each of the proposed |
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323 | 325 | | ward's siblings, if any, and either the sibling's address or that |
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324 | 326 | | the sibling is deceased; |
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325 | 327 | | (D) the name and age of each of the proposed |
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326 | 328 | | ward's children, if any, and either the child's address or that the |
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327 | 329 | | child is deceased; and |
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328 | 330 | | (E) if there is no living spouse, parent, adult |
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329 | 331 | | sibling, or adult child of the proposed ward, the names and |
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330 | 332 | | addresses of the proposed ward's other living relatives who are |
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331 | 333 | | related to the proposed ward within the third degree by |
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332 | 334 | | consanguinity and who are adults; |
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333 | 335 | | (14) facts showing that the court has venue of the |
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334 | 336 | | proceeding; and |
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335 | 337 | | (15) if applicable, that the person whom the applicant |
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336 | 338 | | seeks to have appointed as a guardian is a private professional |
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337 | 339 | | guardian who is certified under Subchapter C, Chapter 155, |
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338 | 340 | | Government Code, and has complied with the requirements of |
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339 | 341 | | Subchapter G, Chapter 1104. |
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340 | 342 | | SECTION 20. Section 1101.153(a), Estates Code, is amended |
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341 | 343 | | to read as follows: |
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342 | 344 | | (a) A court order appointing a guardian must: |
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343 | 345 | | (1) specify: |
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344 | 346 | | (A) [(1)] the name of the person appointed; |
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345 | 347 | | (B) [(2)] the name of the ward; |
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346 | 348 | | (C) [(3)] whether the guardian is of the person |
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347 | 349 | | or estate of the ward, or both; |
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348 | 350 | | (D) [(4)] the amount of any bond required; |
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349 | 351 | | (E) [(5)] if it is a guardianship of the estate |
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350 | 352 | | of the ward and the court considers an appraisal to be necessary, |
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351 | 353 | | one, two, or three disinterested persons to appraise the estate and |
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352 | 354 | | to return the appraisement to the court; and |
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353 | 355 | | (F) [(6)] that the clerk will issue letters of |
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354 | 356 | | guardianship to the person appointed when the person has qualified |
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355 | 357 | | according to law; and |
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356 | 358 | | (2) if the court waives the guardian's training |
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357 | 359 | | requirement, contain a finding that the waiver is in accordance |
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358 | 360 | | with rules adopted by the supreme court under Section 155.203, |
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359 | 361 | | Government Code. |
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360 | 362 | | SECTION 21. Subchapter A, Chapter 1151, Estates Code, is |
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361 | 363 | | amended by adding Section 1151.005 to read as follows: |
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362 | 364 | | Sec. 1151.005. LEGAL PROCEEDINGS IN WHICH WARD IS PARTY OR |
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363 | 365 | | WITNESS. The guardian of the person or of the estate of a ward may |
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364 | 366 | | not be excluded from attending a legal proceeding in which the ward |
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365 | 367 | | is: |
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366 | 368 | | (1) a party; or |
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367 | 369 | | (2) participating as a witness. |
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368 | 370 | | SECTION 22. Section 1251.005, Estates Code, is amended to |
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369 | 371 | | read as follows: |
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370 | 372 | | Sec. 1251.005. CITATION AND NOTICE OF APPLICATION. (a) On |
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371 | 373 | | the filing of an application for temporary guardianship, the court |
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372 | 374 | | clerk shall issue: |
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373 | 375 | | (1) citation [notice] to be served on: |
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374 | 376 | | (A) [(1)] the proposed ward; and |
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375 | 377 | | (B) [(2) the proposed ward's appointed attorney; |
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376 | 378 | | and |
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377 | 379 | | [(3)] the proposed temporary guardian named in the |
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378 | 380 | | application, if that person is not the applicant; and |
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379 | 381 | | (2) notice to be served on the proposed ward's |
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380 | 382 | | appointed attorney. |
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381 | 383 | | (b) The citation or notice issued as provided by Subsection |
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382 | 384 | | (a) must describe: |
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383 | 385 | | (1) the rights of the parties; and |
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384 | 386 | | (2) the date, time, place, purpose, and possible |
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385 | 387 | | consequences of a hearing on the application. |
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386 | 388 | | (b-1) The citation issued as provided by Subsection (a) must |
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387 | 389 | | contain a statement regarding the authority of a person under |
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388 | 390 | | Section 1051.252 who is interested in the estate or welfare of a |
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389 | 391 | | proposed ward or, if a guardianship is created, the ward to file |
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390 | 392 | | with the county clerk a written request to be notified of all, or |
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391 | 393 | | any specified, motions, applications, or pleadings filed with |
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392 | 394 | | respect to the temporary guardianship proceeding by any person or |
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393 | 395 | | by a person specifically designated in the request. |
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394 | 396 | | (c) A copy of the application must be attached to the |
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395 | 397 | | citation or notice. |
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396 | 398 | | SECTION 23. The heading to Section 1251.153, Estates Code, |
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397 | 399 | | is amended to read as follows: |
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398 | 400 | | Sec. 1251.153. DELIVERY OF ESTATE, FILING OF FINAL REPORT, |
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399 | 401 | | AND[;] DISCHARGE OF TEMPORARY GUARDIAN. |
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400 | 402 | | SECTION 24. Section 1251.153, Estates Code, is amended by |
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401 | 403 | | adding Subsection (a-1) and amending Subsection (b) to read as |
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402 | 404 | | follows: |
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403 | 405 | | (a-1) At the expiration of a temporary guardianship of the |
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404 | 406 | | person, the temporary guardian shall file with the court clerk a |
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405 | 407 | | final report that: |
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406 | 408 | | (1) if the ward is living, describes each reason the |
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407 | 409 | | temporary guardianship of the person expired, including a statement |
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408 | 410 | | of facts regarding whether the temporary guardianship expired |
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409 | 411 | | because: |
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410 | 412 | | (A) the ward was found by the court to have full |
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411 | 413 | | capacity, or sufficient capacity with supports and services, to |
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412 | 414 | | care for himself or herself; |
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413 | 415 | | (B) alternatives to guardianship have been |
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414 | 416 | | established to meet the needs of the ward; or |
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415 | 417 | | (C) a permanent guardian appointed by the court |
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416 | 418 | | has qualified to serve as the ward's guardian; or |
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417 | 419 | | (2) if the ward is deceased, includes the date and |
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418 | 420 | | place of death, if known, in the form and manner of the report |
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419 | 421 | | required to be filed by a guardian of the person under Section |
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420 | 422 | | 1163.103. |
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421 | 423 | | (b) On proof of delivery under Subsection (a) and approval |
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422 | 424 | | by the court of a final report filed with the court clerk under |
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423 | 425 | | Subsection (a-1), as applicable: |
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424 | 426 | | (1) the temporary guardian shall be discharged; and |
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425 | 427 | | (2) the sureties on the temporary guardian's bond |
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426 | 428 | | shall be released as to future liability. |
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427 | 429 | | SECTION 25. Section 1253.001, Estates Code, is amended to |
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428 | 430 | | read as follows: |
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429 | 431 | | Sec. 1253.001. APPLICATION TO TRANSFER GUARDIANSHIP TO |
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430 | 432 | | FOREIGN JURISDICTION. On application of the guardian or on the |
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431 | 433 | | court's own motion, a [A guardian of the person or estate may apply |
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432 | 434 | | to the] court that has jurisdiction over the guardianship may [to] |
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433 | 435 | | transfer the guardianship to a court in a foreign jurisdiction to |
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434 | 436 | | which the ward has permanently moved. |
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435 | 437 | | SECTION 26. Section 25.0006, Government Code, is amended by |
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436 | 438 | | amending Subsection (a) and adding Subsection (a-5) to read as |
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437 | 439 | | follows: |
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438 | 440 | | (a) Notwithstanding any other law except Subsection (a-4), |
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439 | 441 | | Subsections (a-1), (a-2), [and] (a-3), and (a-5) control over a |
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440 | 442 | | specific provision for a particular court or county that attempts |
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441 | 443 | | to create a requirement for a bond or insurance that conflicts with |
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442 | 444 | | those subsections. |
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443 | 445 | | (a-5) A bond executed under Subsection (a-1) by the judge |
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444 | 446 | | elected or appointed to a statutory county court or an insurance |
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445 | 447 | | policy obtained under Subsection (a-3) shall provide the same |
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446 | 448 | | coverage to a visiting judge assigned to the court or associate |
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447 | 449 | | judge appointed to serve the court as the bond or insurance policy |
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448 | 450 | | provides to the judge elected or appointed to the court. |
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449 | 451 | | SECTION 27. Section 25.00231, Government Code, is amended |
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450 | 452 | | by adding Subsection (f) to read as follows: |
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451 | 453 | | (f) Notwithstanding Subsection (e), a bond executed under |
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452 | 454 | | Subsection (b) by the judge elected or appointed to a statutory |
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453 | 455 | | probate court or an insurance policy obtained under Subsection (c) |
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454 | 456 | | shall provide the same coverage to a visiting judge assigned to the |
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455 | 457 | | court or to an associate judge appointed by the court as the bond or |
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456 | 458 | | insurance policy provides to the judge elected or appointed to the |
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457 | 459 | | court. |
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458 | 460 | | SECTION 28. Section 25.0027, Government Code, is amended to |
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459 | 461 | | read as follows: |
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460 | 462 | | Sec. 25.0027. JURIES; PRACTICE AND PROCEDURE. The drawing |
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461 | 463 | | of jury panels, selection of jurors, and practice in the statutory |
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462 | 464 | | probate courts must conform to that prescribed by law for county |
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463 | 465 | | courts, except that practice, procedure, rules of evidence, |
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464 | 466 | | issuance of process and writs, juries, including the number of |
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465 | 467 | | jurors provided the parties to a proceeding may agree to try a |
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466 | 468 | | particular case with fewer than 12 jurors, and all other matters |
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467 | 469 | | pertaining to the conduct of trials and hearings in the statutory |
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468 | 470 | | probate courts involving those matters of concurrent jurisdiction |
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469 | 471 | | with district courts are governed by the laws and rules pertaining |
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470 | 472 | | to district courts. |
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471 | 473 | | SECTION 29. Section 74.141, Government Code, is amended to |
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472 | 474 | | read as follows: |
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473 | 475 | | Sec. 74.141. DEFENSE OF JUDGES. The attorney general shall |
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474 | 476 | | defend a state district judge, a presiding judge of an |
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475 | 477 | | administrative region, the presiding judge of the statutory probate |
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476 | 478 | | courts, a visiting judge assigned to hear a guardianship or probate |
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477 | 479 | | matter by the presiding judge of the statutory probate courts, or an |
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478 | 480 | | active, retired, or former judge assigned under this chapter in any |
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479 | 481 | | action or suit in any court in which the judge is a defendant |
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480 | 482 | | because of his office or capacity as judge if the judge requests the |
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481 | 483 | | attorney general's assistance in the defense of the suit. |
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482 | 484 | | SECTION 30. Section 81.114, Government Code, is amended by |
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483 | 485 | | amending Subsection (a) and adding Subsection (e) to read as |
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484 | 486 | | follows: |
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485 | 487 | | (a) The state bar shall provide a course of instruction for |
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486 | 488 | | attorneys who represent any person's interests [parties] in |
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487 | 489 | | guardianship cases or who serve as court-appointed guardians. |
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488 | 490 | | (e) The course of instruction described by this section must |
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489 | 491 | | be low-cost and available to persons throughout this state, |
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490 | 492 | | including on the Internet provided through the state bar. |
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491 | 493 | | SECTION 31. Section 155.205(b), Government Code, is amended |
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492 | 494 | | to read as follows: |
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493 | 495 | | (b) The commission shall obtain: |
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494 | 496 | | (1) fingerprint-based criminal history record |
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495 | 497 | | information of a proposed guardian [an applicant] if: |
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496 | 498 | | (A) the liquid assets of the estate of a ward |
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497 | 499 | | exceed $50,000; or |
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498 | 500 | | (B) the proposed guardian is not a resident of |
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499 | 501 | | this state; or |
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500 | 502 | | (2) name-based criminal history record information of |
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501 | 503 | | a proposed guardian, including any criminal history record |
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502 | 504 | | information under the current name and all former names of the |
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503 | 505 | | proposed guardian, [an applicant] if: |
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504 | 506 | | (A) the liquid assets of the estate of a ward are |
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505 | 507 | | $50,000 or less; and |
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506 | 508 | | (B) the proposed guardian is a resident of this |
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507 | 509 | | state. |
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508 | 510 | | SECTION 32. (a) Section 202.054, Estates Code, as amended |
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509 | 511 | | by this Act, applies only to a proceeding to declare heirship |
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510 | 512 | | commenced on or after the effective date of this Act. A proceeding |
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511 | 513 | | to declare heirship commenced before that date is governed by the |
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512 | 514 | | law in effect on the date the proceeding was commenced, and the |
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513 | 515 | | former law is continued in effect for that purpose. |
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514 | 516 | | (b) Section 452.006(c), Estates Code, as added by this Act, |
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515 | 517 | | applies only to a temporary administrator appointed on or after the |
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516 | 518 | | effective date of this Act. A temporary administrator appointed |
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517 | 519 | | before the effective date of this Act is governed by the law in |
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518 | 520 | | effect on the date the administrator was appointed, and the former |
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519 | 521 | | law is continued in effect for that purpose. |
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520 | 522 | | (c) Section 503.002, Estates Code, as amended by this Act, |
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521 | 523 | | applies only to a copy of a testamentary instrument or other |
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522 | 524 | | document filed for recording on or after the effective date of this |
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523 | 525 | | Act. A copy of a testamentary instrument or other document filed |
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524 | 526 | | before the effective date of this Act is governed by the law in |
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525 | 527 | | effect on the date the instrument or document was filed, and the |
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526 | 528 | | former law is continued in effect for that purpose. |
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527 | 529 | | (d) Sections 1101.001 and 1251.005, Estates Code, as |
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528 | 530 | | amended by this Act, apply only to an application for the |
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529 | 531 | | appointment of a guardian or temporary guardian filed on or after |
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530 | 532 | | the effective date of this Act. An application for the appointment |
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531 | 533 | | of a guardian or temporary guardian filed before the effective date |
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532 | 534 | | of this Act is governed by the law in effect on the date the |
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533 | 535 | | application was filed, and the former law is continued in effect for |
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534 | 536 | | that purpose. |
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535 | 537 | | (e) Sections 1054.201 and 1101.153, Estates Code, as |
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536 | 538 | | amended by this Act, and Section 155.205, Government Code, as |
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537 | 539 | | amended by this Act, apply only to a guardianship proceeding |
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538 | 540 | | commenced on or after the effective date of this Act. A |
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539 | 541 | | guardianship proceeding commenced before the effective date of this |
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540 | 542 | | Act is governed by the law applicable to the proceeding immediately |
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541 | 543 | | before the effective date of this Act, and the former law is |
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542 | 544 | | continued in effect for that purpose. |
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543 | 545 | | (f) Sections 1251.153 and 1253.001, Estates Code, as |
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544 | 546 | | amended by this Act, apply to a guardianship created before, on, or |
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545 | 547 | | after the effective date of this Act. |
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546 | 548 | | (g) The changes in law made by this Act to Sections 25.0006 |
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547 | 549 | | and 25.00231, Government Code, apply only to an insurance policy |
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548 | 550 | | delivered, issued for delivery, or renewed on or after January 1, |
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549 | 551 | | 2022. An insurance policy delivered, issued for delivery, or |
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550 | 552 | | renewed before January 1, 2022, is governed by the law as it existed |
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551 | 553 | | immediately before the effective date of this Act, and that law is |
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552 | 554 | | continued in effect for that purpose. |
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553 | 555 | | (h) Section 74.141, Government Code, as amended by this Act, |
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554 | 556 | | applies to a cause of action filed on or after the effective date of |
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555 | 557 | | this Act. A cause of action filed before the effective date of this |
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556 | 558 | | Act is governed by the law in effect immediately before the |
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557 | 559 | | effective date of this Act, and that law is continued in effect for |
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558 | 560 | | that purpose. |
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559 | 561 | | SECTION 33. This Act takes effect September 1, 2021. |
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