1 | 1 | | 88R20532 EAS-F |
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2 | 2 | | By: Thompson of Harris H.B. No. 3184 |
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3 | 3 | | Substitute the following for H.B. No. 3184: |
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4 | 4 | | By: Flores C.S.H.B. No. 3184 |
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5 | 5 | | |
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6 | 6 | | |
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7 | 7 | | A BILL TO BE ENTITLED |
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8 | 8 | | AN ACT |
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9 | 9 | | relating to guardianships and the delivery of certain notices or |
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10 | 10 | | other communications in connection with guardianship proceedings. |
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11 | 11 | | BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS: |
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12 | 12 | | SECTION 1. Chapter 1002, Estates Code, is amended by adding |
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13 | 13 | | Section 1002.0265 to read as follows: |
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14 | 14 | | Sec. 1002.0265. QUALIFIED DELIVERY METHOD. "Qualified |
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15 | 15 | | delivery method" means delivery by: |
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16 | 16 | | (1) hand delivery by courier, with courier's proof of |
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17 | 17 | | delivery receipt; |
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18 | 18 | | (2) certified or registered mail, return receipt |
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19 | 19 | | requested, with return receipt; or |
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20 | 20 | | (3) a private delivery service designated as a |
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21 | 21 | | designated delivery service by the United States Secretary of the |
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22 | 22 | | Treasury under Section 7502(f)(2), Internal Revenue Code of 1986, |
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23 | 23 | | with proof of delivery receipt. |
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24 | 24 | | SECTION 2. Section 1023.004(c), Estates Code, is amended to |
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25 | 25 | | read as follows: |
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26 | 26 | | (c) If a court made a motion to transfer a guardianship, the |
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27 | 27 | | guardian shall be given notice by a qualified delivery method |
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28 | 28 | | [certified mail] to appear and show cause why the guardianship |
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29 | 29 | | should not be transferred. |
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30 | 30 | | SECTION 3. The heading to Section 1051.052, Estates Code, |
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31 | 31 | | is amended to read as follows: |
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32 | 32 | | Sec. 1051.052. SERVICE BY MAIL OR QUALIFIED DELIVERY |
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33 | 33 | | METHOD. |
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34 | 34 | | SECTION 4. Section 1051.052, Estates Code, is amended by |
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35 | 35 | | amending Subsections (b), (c), (d), (e), and (f) and adding |
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36 | 36 | | Subsection (h) to read as follows: |
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37 | 37 | | (b) Except as provided by Subsection (c), the county clerk |
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38 | 38 | | shall issue a citation or notice required or permitted to be served |
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39 | 39 | | by a qualified delivery method [registered or certified mail] and |
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40 | 40 | | shall serve the citation or notice by sending [mailing] the |
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41 | 41 | | original citation or notice by a qualified delivery method |
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42 | 42 | | [registered or certified mail]. |
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43 | 43 | | (c) A guardian shall issue a notice required to be given by |
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44 | 44 | | the guardian by a qualified delivery method [registered or |
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45 | 45 | | certified mail] and shall serve the notice by sending [mailing] the |
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46 | 46 | | original notice by a qualified delivery method [registered or |
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47 | 47 | | certified mail]. |
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48 | 48 | | (d) The county clerk or guardian, as applicable, shall send |
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49 | 49 | | [mail] a citation or notice under Subsection (b) or (c) with an |
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50 | 50 | | instruction to deliver the citation or notice to the addressee only |
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51 | 51 | | and with return receipt or other proof of delivery requiring |
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52 | 52 | | recipient signature requested. The clerk or guardian, as |
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53 | 53 | | applicable, shall address the envelope containing the citation or |
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54 | 54 | | notice to: |
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55 | 55 | | (1) the attorney of record in the proceeding for the |
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56 | 56 | | person to be cited or notified; or |
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57 | 57 | | (2) the person to be cited or notified, if the citation |
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58 | 58 | | or notice to the attorney is returned undelivered or the person to |
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59 | 59 | | be cited or notified has no attorney of record in the proceeding. |
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60 | 60 | | (e) Service by a qualified delivery method [mail] must be |
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61 | 61 | | made at least 20 days before the return day of the citation or |
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62 | 62 | | notice, excluding the date of service. The date of service [by |
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63 | 63 | | mail] is the date of mailing, the date of deposit with the private |
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64 | 64 | | delivery service, or the date of delivery by courier, as |
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65 | 65 | | applicable. |
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66 | 66 | | (f) A copy of a citation or notice served under Subsection |
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67 | 67 | | (a), (b), or (c) and a certificate of the person serving the |
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68 | 68 | | citation or notice showing that the citation or notice was sent |
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69 | 69 | | [mailed] and the date of the mailing, the date of deposit with a |
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70 | 70 | | private delivery service, or the date of delivery by courier, as |
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71 | 71 | | applicable, shall be filed and recorded. A returned receipt or |
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72 | 72 | | other proof of delivery receipt for a citation or notice served |
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73 | 73 | | under Subsection (b) or (c) shall be attached to the certificate. |
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74 | 74 | | (h) The applicant or movant in a guardianship proceeding |
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75 | 75 | | shall pay the cost of delivery of a citation or notice under this |
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76 | 76 | | section. |
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77 | 77 | | SECTION 5. Sections 1051.055(a) and (b), Estates Code, are |
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78 | 78 | | amended to read as follows: |
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79 | 79 | | (a) If a party is represented by an attorney of record in a |
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80 | 80 | | guardianship proceeding, including a proposed ward who has been |
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81 | 81 | | personally served with notice of the proceeding and is represented |
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82 | 82 | | by an attorney ad litem, a citation or notice required to be served |
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83 | 83 | | on the party shall be served instead on that attorney. |
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84 | 84 | | (b) A notice served on an attorney under this section may be |
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85 | 85 | | served by[: |
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86 | 86 | | [(1)] delivery to the attorney in person or by a |
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87 | 87 | | qualified delivery method [; |
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88 | 88 | | [(2) registered or certified mail, return receipt |
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89 | 89 | | requested; or |
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90 | 90 | | [(3) any other form of mail that requires proof of |
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91 | 91 | | delivery]. |
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92 | 92 | | SECTION 6. Section 1051.056, Estates Code, is amended to |
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93 | 93 | | read as follows: |
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94 | 94 | | Sec. 1051.056. SERVICE ON GUARDIAN OR RECEIVER. Unless |
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95 | 95 | | this title expressly provides for another method of service, the |
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96 | 96 | | county clerk who issues a citation or notice required to be served |
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97 | 97 | | on a guardian or receiver shall serve the citation or notice by |
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98 | 98 | | sending [mailing] the original citation or notice by a qualified |
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99 | 99 | | delivery method [registered or certified mail] to: |
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100 | 100 | | (1) the guardian's or receiver's attorney of record; |
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101 | 101 | | or |
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102 | 102 | | (2) the guardian or receiver, if the guardian or |
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103 | 103 | | receiver does not have an attorney of record. |
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104 | 104 | | SECTION 7. Sections 1051.104(a) and (b), Estates Code, are |
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105 | 105 | | amended to read as follows: |
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106 | 106 | | (a) The person filing an application for guardianship shall |
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107 | 107 | | send [mail] a copy of the application and a notice containing the |
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108 | 108 | | information required in the citation issued under Section 1051.102 |
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109 | 109 | | by a qualified delivery method [registered or certified mail, |
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110 | 110 | | return receipt requested, or by any other form of mail that provides |
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111 | 111 | | proof of delivery,] to the following persons, if their whereabouts |
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112 | 112 | | are known or can be reasonably ascertained: |
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113 | 113 | | (1) each adult child of the proposed ward; |
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114 | 114 | | (2) each adult sibling of the proposed ward; |
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115 | 115 | | (3) the administrator of a nursing home facility or |
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116 | 116 | | similar facility in which the proposed ward resides; |
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117 | 117 | | (4) the operator of a residential facility in which |
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118 | 118 | | the proposed ward resides; |
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119 | 119 | | (5) a person whom the applicant knows to hold a power |
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120 | 120 | | of attorney signed by the proposed ward; |
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121 | 121 | | (6) a person designated to serve as guardian of the |
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122 | 122 | | proposed ward by a written declaration under Subchapter E, Chapter |
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123 | 123 | | 1104, if the applicant knows of the existence of the declaration; |
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124 | 124 | | (7) a person designated to serve as guardian of the |
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125 | 125 | | proposed ward in the probated will of the last surviving parent of |
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126 | 126 | | the proposed ward; |
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127 | 127 | | (8) a person designated to serve as guardian of the |
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128 | 128 | | proposed ward by a written declaration of the proposed ward's last |
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129 | 129 | | surviving parent, if the declarant is deceased and the applicant |
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130 | 130 | | knows of the existence of the declaration; and |
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131 | 131 | | (9) each adult named in the application as an "other |
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132 | 132 | | living relative" of the proposed ward within the third degree by |
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133 | 133 | | consanguinity, as required by Section 1101.001(b)(11) or (13), if |
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134 | 134 | | the proposed ward's spouse and each of the proposed ward's parents, |
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135 | 135 | | adult siblings, and adult children are deceased or there is no |
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136 | 136 | | spouse, parent, adult sibling, or adult child. |
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137 | 137 | | (b) The applicant shall file with the court: |
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138 | 138 | | (1) a copy of any notice required by Subsection (a) and |
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139 | 139 | | the return receipts or other proofs of delivery of the notice; and |
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140 | 140 | | (2) an affidavit sworn to by the applicant or the |
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141 | 141 | | applicant's attorney stating: |
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142 | 142 | | (A) that the notice was sent [mailed] as required |
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143 | 143 | | by Subsection (a); and |
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144 | 144 | | (B) the name of each person to whom the notice was |
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145 | 145 | | sent [mailed], if the person's name is not shown on the return |
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146 | 146 | | receipt or other proof of delivery. |
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147 | 147 | | SECTION 8. Section 1051.153(b), Estates Code, is amended to |
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148 | 148 | | read as follows: |
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149 | 149 | | (b) Proof of service consists of: |
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150 | 150 | | (1) if the service is made by a sheriff or constable, |
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151 | 151 | | the return of service; |
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152 | 152 | | (2) if the service is made by a private person, the |
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153 | 153 | | person's affidavit; |
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154 | 154 | | (3) if the service is made by mail or by a qualified |
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155 | 155 | | delivery method: |
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156 | 156 | | (A) the certificate of the county clerk making |
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157 | 157 | | the service, or the affidavit of the guardian or other person making |
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158 | 158 | | the service that states that the citation or notice was mailed or |
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159 | 159 | | sent by a qualified delivery method and the date of the mailing, the |
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160 | 160 | | date of deposit with the private delivery service, or the date of |
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161 | 161 | | delivery by courier, as applicable; and |
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162 | 162 | | (B) the return receipt or other proof of delivery |
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163 | 163 | | receipt attached to the certificate or affidavit, as applicable, if |
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164 | 164 | | the service [mailing] was made by a qualified delivery method |
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165 | 165 | | [registered or certified mail and a receipt has been returned]; and |
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166 | 166 | | (4) if the service is made by publication: |
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167 | 167 | | (A) a statement that: |
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168 | 168 | | (i) is made by the Office of Court |
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169 | 169 | | Administration of the Texas Judicial System or an employee of the |
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170 | 170 | | office; |
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171 | 171 | | (ii) contains or to which is attached a copy |
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172 | 172 | | of the published citation or notice; and |
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173 | 173 | | (iii) states the date of publication on the |
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174 | 174 | | public information Internet website maintained as required by |
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175 | 175 | | Section 72.034, Government Code [, as added by Chapter 606 (S.B. |
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176 | 176 | | 891), Acts of the 86th Legislature, Regular Session, 2019]; and |
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177 | 177 | | (B) an affidavit that: |
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178 | 178 | | (i) is made by the publisher of the |
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179 | 179 | | newspaper in which the citation or notice was published or an |
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180 | 180 | | employee of the publisher; |
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181 | 181 | | (ii) contains or to which is attached a copy |
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182 | 182 | | of the published citation or notice; and |
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183 | 183 | | (iii) states the date of publication |
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184 | 184 | | printed on the newspaper in which the citation or notice was |
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185 | 185 | | published. |
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186 | 186 | | SECTION 9. Section 1057.002(b), Estates Code, is amended to |
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187 | 187 | | read as follows: |
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188 | 188 | | (b) The resident agent shall send, by a qualified delivery |
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189 | 189 | | method [certified mail, return receipt requested], a copy of a |
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190 | 190 | | resignation statement filed under Subsection (a) to: |
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191 | 191 | | (1) the guardian at the address most recently known by |
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192 | 192 | | the resident agent; and |
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193 | 193 | | (2) each party in the case or the party's attorney or |
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194 | 194 | | other designated representative of record. |
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195 | 195 | | SECTION 10. Section 1104.103, Estates Code, is amended by |
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196 | 196 | | amending Subsections (a) and (b) and adding Subsection (a-1) to |
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197 | 197 | | read as follows: |
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198 | 198 | | (a) The surviving parent of an adult individual who is an |
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199 | 199 | | incapacitated person may, if the parent is the guardian of the |
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200 | 200 | | person or estate of the adult individual, by will or written |
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201 | 201 | | declaration appoint an eligible person to serve as guardian of the |
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202 | 202 | | person or estate, as applicable, of the adult individual: |
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203 | 203 | | (1) after the parent dies; |
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204 | 204 | | (2) in the event the parent resigns as guardian of the |
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205 | 205 | | person or estate; or |
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206 | 206 | | (3) in the event of the parent's incapacity. |
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207 | 207 | | (a-1) If the surviving parent is both the guardian of the |
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208 | 208 | | person and estate of the adult individual, the surviving parent may |
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209 | 209 | | by will or written declaration appoint different eligible persons |
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210 | 210 | | to serve as guardian of the person and guardian of the estate. |
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211 | 211 | | (b) After the surviving parent dies or resigns as guardian, |
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212 | 212 | | or if the court finds the surviving parent has become an |
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213 | 213 | | incapacitated person after being appointed the adult individual's |
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214 | 214 | | guardian, the court shall appoint the person or persons designated |
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215 | 215 | | in the will or declaration to serve as guardian of the person, |
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216 | 216 | | guardian of the estate, or both, in preference to any other person |
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217 | 217 | | otherwise entitled to serve as guardian under this title, unless |
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218 | 218 | | the court finds that the person designated to serve as guardian: |
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219 | 219 | | (1) is disqualified; |
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220 | 220 | | (2) is deceased; |
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221 | 221 | | (3) refuses to serve; or |
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222 | 222 | | (4) would not serve the adult individual's best |
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223 | 223 | | interests. |
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224 | 224 | | SECTION 11. Section 1105.002(a), Estates Code, is amended |
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225 | 225 | | to read as follows: |
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226 | 226 | | (a) Except as provided by Subsection (b), a guardian is |
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227 | 227 | | considered to have qualified when the guardian has: |
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228 | 228 | | (1) taken and filed the oath, or made and filed the |
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229 | 229 | | declaration, required under Section 1105.051; |
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230 | 230 | | (2) given the required bond; |
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231 | 231 | | (3) [filed the bond with the clerk; and |
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232 | 232 | | [(4)] obtained the judge's approval of the bond; and |
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233 | 233 | | (4) filed the bond with the clerk. |
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234 | 234 | | SECTION 12. Section 1106.001(a), Estates Code, is amended |
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235 | 235 | | to read as follows: |
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236 | 236 | | (a) When a person who is appointed guardian has qualified |
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237 | 237 | | under Section 1105.002, the clerk shall issue to the guardian a |
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238 | 238 | | certificate under the court's seal stating: |
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239 | 239 | | (1) the fact of the appointment and of the |
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240 | 240 | | qualification; |
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241 | 241 | | (2) the date of the appointment and of the |
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242 | 242 | | qualification; and |
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243 | 243 | | (3) the date the letters of guardianship expire. |
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244 | 244 | | SECTION 13. Section 1106.005, Estates Code, is amended to |
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245 | 245 | | read as follows: |
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246 | 246 | | Sec. 1106.005. EFFECT OF LETTERS [OR |
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247 | 247 | | CERTIFICATE]. (a) Letters of guardianship [or a certificate] |
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248 | 248 | | issued as prescribed by [under] Section 1106.001 under the court's |
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249 | 249 | | seal by [of] the clerk of the court that granted the letters are |
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250 | 250 | | [is] sufficient evidence of: |
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251 | 251 | | (1) the appointment and qualification of the guardian; |
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252 | 252 | | and |
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253 | 253 | | (2) the date of qualification. |
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254 | 254 | | (b) The court order that appoints the guardian is evidence |
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255 | 255 | | of the authority granted to the guardian and of the scope of the |
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256 | 256 | | powers and duties that the guardian may exercise only after the date |
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257 | 257 | | letters of guardianship [or a certificate has] have been issued |
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258 | 258 | | under Section 1106.001. |
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259 | 259 | | SECTION 14. Subchapter B, Chapter 1151, Estates Code, is |
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260 | 260 | | amended by adding Section 1151.0525 to read as follows: |
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261 | 261 | | Sec. 1151.0525. ACCESS AND MANAGEMENT OF WARD'S FUNDS BY |
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262 | 262 | | GUARDIAN OF PERSON. (a) This section applies only to the guardian |
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263 | 263 | | of the person of a ward for whom the court has not appointed a |
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264 | 264 | | guardian of the estate. |
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265 | 265 | | (b) On application to and order from the court, the guardian |
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266 | 266 | | of the person of a ward may access, manage, and spend the ward's |
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267 | 267 | | funds in an amount not to exceed $20,000 per year for the ward's |
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268 | 268 | | benefit. The court shall require the guardian to file a new bond or |
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269 | 269 | | a rider to an existing bond that meets the surety requirements for a |
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270 | 270 | | guardian of the estate's bond under Section 1105.160. |
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271 | 271 | | (c) A guardian of the person shall include any expenditures |
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272 | 272 | | made for the benefit of the ward if authorized by court order under |
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273 | 273 | | Subsection (b) in the annual report required by Section 1163.101. |
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274 | 274 | | (d) When there is no longer a need for the guardian of the |
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275 | 275 | | person to access, manage, or spend the ward's funds, the guardian of |
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276 | 276 | | the person shall file a sworn affidavit of fulfillment with the |
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277 | 277 | | court. After the filing of the affidavit, the court, on motion |
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278 | 278 | | filed with the court, may authorize the guardian to file a new bond |
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279 | 279 | | or a rider to an existing bond that meets the requirements for a |
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280 | 280 | | guardian of the person's bond under Section 1105.102, and may |
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281 | 281 | | discharge the guardian of the person and the guardian's sureties on |
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282 | 282 | | a bond required by Subsection (b). |
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283 | 283 | | SECTION 15. Section 1153.001(a), Estates Code, is amended |
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284 | 284 | | to read as follows: |
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285 | 285 | | (a) Within one month after receiving letters of |
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286 | 286 | | guardianship, a guardian of an estate shall provide notice |
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287 | 287 | | requiring each person who has a claim against the estate to present |
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288 | 288 | | the claim within the period prescribed by law. The notice must be: |
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289 | 289 | | (1) published in a newspaper of general circulation in |
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290 | 290 | | the county in which the letters were issued; and |
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291 | 291 | | (2) sent to the comptroller by a qualified delivery |
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292 | 292 | | method [certified or registered mail], if the ward remitted or |
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293 | 293 | | should have remitted taxes administered by the comptroller. |
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294 | 294 | | SECTION 16. Sections 1153.003(b) and (c), Estates Code, are |
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295 | 295 | | amended to read as follows: |
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296 | 296 | | (b) Notice provided under this section must be: |
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297 | 297 | | (1) sent by a qualified delivery method [certified or |
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298 | 298 | | registered mail, return receipt requested]; and |
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299 | 299 | | (2) addressed to the record holder of the claim at the |
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300 | 300 | | record holder's last known post office address. |
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301 | 301 | | (c) The following shall be filed in the court from which the |
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302 | 302 | | letters of guardianship were issued: |
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303 | 303 | | (1) a copy of each notice required by Subsection |
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304 | 304 | | (a)(1) with the return receipt or other proof of delivery, if |
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305 | 305 | | available; and |
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306 | 306 | | (2) the guardian's affidavit stating: |
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307 | 307 | | (A) that the notice was sent [mailed] as required |
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308 | 308 | | by law; and |
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309 | 309 | | (B) the name of the person to whom the notice was |
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310 | 310 | | sent [mailed], if that name is not shown on the notice or receipt. |
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311 | 311 | | SECTION 17. Section 1153.005(a), Estates Code, is amended |
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312 | 312 | | to read as follows: |
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313 | 313 | | (a) A guardian of an estate is not required to give a notice |
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314 | 314 | | required by Section 1153.001 or 1153.003 if another person also |
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315 | 315 | | appointed as guardian or a former guardian has given that notice. |
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316 | 316 | | SECTION 18. Section 1155.002(a), Estates Code, is amended |
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317 | 317 | | to read as follows: |
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318 | 318 | | (a) The court may authorize compensation for a guardian |
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319 | 319 | | serving as a guardian of the person alone from available funds of |
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320 | 320 | | the ward's estate or other funds available for that purpose. The |
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321 | 321 | | court may set the compensation in an amount not to exceed the |
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322 | 322 | | greater of $3,000 per year or five percent of the ward's gross |
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323 | 323 | | income. |
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324 | 324 | | SECTION 19. Section 1156.052(c), Estates Code, is amended |
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325 | 325 | | to read as follows: |
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326 | 326 | | (c) A person who makes an application to the court under |
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327 | 327 | | this section shall send [mail] notice of the application by a |
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328 | 328 | | qualified delivery method [certified mail] to all interested |
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329 | 329 | | persons. |
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330 | 330 | | SECTION 20. Section 1162.003, Estates Code, is amended to |
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331 | 331 | | read as follows: |
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332 | 332 | | Sec. 1162.003. NOTICE OF APPLICATION FOR ESTABLISHMENT OF |
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333 | 333 | | ESTATE OR OTHER TRANSFER PLAN. A person who makes an application |
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334 | 334 | | to the court under Section 1162.001 shall send [mail] notice of the |
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335 | 335 | | application by a qualified delivery method [certified mail] to: |
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336 | 336 | | (1) all devisees under a will, trust, or other |
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337 | 337 | | beneficial instrument relating to the ward's estate; |
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338 | 338 | | (2) the ward's spouse; |
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339 | 339 | | (3) the ward's dependents; and |
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340 | 340 | | (4) any other person as directed by the court. |
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341 | 341 | | SECTION 21. Section 1162.006(b), Estates Code, is amended |
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342 | 342 | | to read as follows: |
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343 | 343 | | (b) Notice required by Subsection (a) must be sent |
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344 | 344 | | [delivered] by a qualified delivery method[: |
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345 | 345 | | [(1) registered or certified mail to a person |
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346 | 346 | | described by Subsection (a)(1); and |
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347 | 347 | | [(2) certified mail to a person described by |
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348 | 348 | | Subsection (a)(2), (3), (4), or (5)]. |
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349 | 349 | | SECTION 22. Section 1202.054(b-2), Estates Code, is amended |
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350 | 350 | | to read as follows: |
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351 | 351 | | (b-2) Not later than the 30th day after the date the court |
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352 | 352 | | receives an informal letter from a ward under Subsection (a), the |
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353 | 353 | | court shall send the ward a letter by a qualified delivery method |
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354 | 354 | | [certified mail]: |
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355 | 355 | | (1) acknowledging receipt of the informal letter; and |
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356 | 356 | | (2) advising the ward of the date on which the court |
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357 | 357 | | appointed the court investigator or guardian ad litem as required |
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358 | 358 | | under Subsection (b) and the contact information for the court |
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359 | 359 | | investigator or guardian ad litem. |
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360 | 360 | | SECTION 23. Sections 1203.052(a-1) and (b), Estates Code, |
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361 | 361 | | are amended to read as follows: |
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362 | 362 | | (a-1) The court may remove a guardian for a reason listed in |
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363 | 363 | | Subsection (a) on the: |
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364 | 364 | | (1) court's own motion, after the guardian has been |
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365 | 365 | | notified[,] by a qualified delivery method [certified mail, return |
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366 | 366 | | receipt requested,] to answer at a time and place set in the notice; |
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367 | 367 | | or |
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368 | 368 | | (2) complaint of an interested person, after the |
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369 | 369 | | guardian has been cited by personal service to answer at a time and |
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370 | 370 | | place set in the notice. |
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371 | 371 | | (b) In addition to the authority granted to the court under |
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372 | 372 | | Subsection (a), the court may, on the complaint of the guardianship |
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373 | 373 | | certification program of the Judicial Branch Certification |
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374 | 374 | | Commission, remove a guardian who would be ineligible for |
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375 | 375 | | appointment under Subchapter H, Chapter 1104, because of the |
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376 | 376 | | guardian's failure to maintain the certification required under |
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377 | 377 | | Subchapter F, Chapter 1104. The guardian shall be given notice[,] |
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378 | 378 | | by a qualified delivery method [certified mail, return receipt |
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379 | 379 | | requested,] to appear and contest the request for removal under |
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380 | 380 | | this subsection at a time and place set in the notice. |
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381 | 381 | | SECTION 24. Section 1351.001(a), Estates Code, is amended |
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382 | 382 | | to read as follows: |
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383 | 383 | | (a) A parent or managing conservator of a minor who is not a |
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384 | 384 | | ward may apply to the court under this subchapter for an order to |
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385 | 385 | | sell an interest of the minor in property without being appointed |
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386 | 386 | | guardian if the net value of the interest does not exceed $250,000 |
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387 | 387 | | [$100,000]. |
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388 | 388 | | SECTION 25. Section 1351.052, Estates Code, is amended to |
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389 | 389 | | read as follows: |
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390 | 390 | | Sec. 1351.052. AUTHORITY TO SELL WARD'S INTEREST IN |
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391 | 391 | | PROPERTY WITHOUT APPOINTMENT AS GUARDIAN OF THE ESTATE IN THIS |
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392 | 392 | | STATE. A guardian of the person of a ward or a guardian of the |
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393 | 393 | | person or estate of a ward appointed by a foreign court may apply to |
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394 | 394 | | the court under this subchapter for an order to sell an interest in |
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395 | 395 | | property in the ward's estate without being appointed guardian of |
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396 | 396 | | the ward's estate in this state if the net value of the interest |
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397 | 397 | | does not exceed $250,000 [$100,000]. |
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398 | 398 | | SECTION 26. Section 1352.052(a), Estates Code, is amended |
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399 | 399 | | to read as follows: |
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400 | 400 | | (a) If the net value of a minor's interest in a residence |
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401 | 401 | | homestead does not exceed $250,000 [$100,000], a parent, subject to |
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402 | 402 | | Subsection (b), or managing conservator of the minor may apply to |
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403 | 403 | | the court under this subchapter for an order authorizing the parent |
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404 | 404 | | or managing conservator to receive on the minor's behalf, without |
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405 | 405 | | being appointed guardian, an extension of credit that is secured |
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406 | 406 | | wholly or partly by a lien on the homestead. |
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407 | 407 | | SECTION 27. Section 1352.102, Estates Code, is amended to |
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408 | 408 | | read as follows: |
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409 | 409 | | Sec. 1352.102. AUTHORITY TO MORTGAGE MINOR WARD'S INTEREST |
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410 | 410 | | WITHOUT GUARDIANSHIP OF THE ESTATE. If the net value of a minor |
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411 | 411 | | ward's interest in a residence homestead does not exceed $250,000 |
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412 | 412 | | [$100,000], the guardian of the person of the ward may apply to the |
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413 | 413 | | court under this subchapter for an order authorizing the guardian |
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414 | 414 | | to receive on the ward's behalf an extension of credit that is |
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415 | 415 | | secured wholly or partly by a lien on the homestead. |
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416 | 416 | | SECTION 28. Section 1353.004, Estates Code, is amended by |
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417 | 417 | | adding Subsection (c-1) to read as follows: |
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418 | 418 | | (c-1) If the court finds that the ward's spouse fails to |
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419 | 419 | | comply with an order described by Subsection (c), the court may, |
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420 | 420 | | after notice and a hearing, order any third party or entity in |
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421 | 421 | | possession to deliver to the incapacitated spouse's guardian of the |
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422 | 422 | | estate the community property described by Subsection (c). |
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423 | 423 | | SECTION 29. Section 1355.001(a), Estates Code, is amended |
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424 | 424 | | to read as follows: |
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425 | 425 | | (a) In this section, "resident creditor" means a person who: |
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426 | 426 | | (1) is a resident of this state; and |
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427 | 427 | | (2) is entitled to money in an amount that is $250,000 |
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428 | 428 | | [$100,000] or less, the right to which is liquidated and is |
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429 | 429 | | uncontested in any pending lawsuit. |
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430 | 430 | | SECTION 30. Sections 1355.002(a) and (b), Estates Code, are |
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431 | 431 | | amended to read as follows: |
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432 | 432 | | (a) In this section, "creditor" means a person who is |
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433 | 433 | | entitled to money in an amount that is not more than $250,000 |
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434 | 434 | | [$100,000] owing as a result of transactions in this state, the |
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435 | 435 | | right to which is liquidated and is uncontested in any pending |
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436 | 436 | | lawsuit in this state. |
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437 | 437 | | (b) This section applies only to a nonresident creditor who |
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438 | 438 | | is: |
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439 | 439 | | (1) a nonresident minor [and has a nonresident |
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440 | 440 | | guardian of the estate appointed by a foreign court]; |
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441 | 441 | | (2) a nonresident person who is adjudged by a foreign |
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442 | 442 | | court to be incapacitated [and has a nonresident guardian of the |
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443 | 443 | | estate appointed by that court]; or |
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444 | 444 | | (3) the nonresident former ward of a guardianship |
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445 | 445 | | terminated under Chapter 1204 who has no legal guardian qualified |
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446 | 446 | | in this state. |
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447 | 447 | | SECTION 31. Section 1104.103(c), Estates Code, is repealed. |
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448 | 448 | | SECTION 32. (a) The changes in law made by this Act to the |
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449 | 449 | | following provisions of the Estates Code apply only to an action |
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450 | 450 | | filed or a guardianship proceeding commenced on or after the |
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451 | 451 | | effective date of this Act: |
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452 | 452 | | (1) Sections 1023.004(c), 1051.153(b), 1057.002(b), |
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453 | 453 | | 1153.001(a), 1153.005(a), 1156.052(c), 1162.006(b), |
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454 | 454 | | 1202.054(b-2), and 1353.004; |
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455 | 455 | | (2) Sections 1051.052(b), (c), (d), (e), (f), and (h); |
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456 | 456 | | (3) Sections 1051.055(a) and (b); |
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457 | 457 | | (4) Sections 1051.056 and 1162.003; |
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458 | 458 | | (5) Sections 1051.104(a) and (b); |
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459 | 459 | | (6) Sections 1153.003(b) and (c); and |
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460 | 460 | | (7) Sections 1203.052(a-1) and (b). |
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461 | 461 | | (b) Sections 1105.002(a), 1106.001(a), 1106.005, and |
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462 | 462 | | 1155.002(a), Estates Code, as amended by this Act, and Section |
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463 | 463 | | 1151.0525, Estates Code, as added by this Act, apply to a |
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464 | 464 | | guardianship created before, on, or after the effective date of |
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465 | 465 | | this Act. |
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466 | 466 | | (c) Sections 1351.001(a), 1351.052, 1352.052(a), and |
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467 | 467 | | 1352.102, Estates Code, as amended by this Act, apply only to an |
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468 | 468 | | application for a court order filed on or after the effective date |
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469 | 469 | | of this Act. An application for a court order filed before the |
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470 | 470 | | effective date of this Act is governed by the law in effect on the |
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471 | 471 | | date the application was filed, and the former law is continued in |
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472 | 472 | | effect for that purpose. |
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473 | 473 | | (d) Sections 1355.001(a) and 1355.002(a) and (b), Estates |
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474 | 474 | | Code, as amended by this Act, apply only to a payment made by a |
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475 | 475 | | debtor on or after the effective date of this Act. A payment made by |
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476 | 476 | | a debtor before the effective date of this Act is governed by the |
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477 | 477 | | law in effect on the date the payment was made, and the former law is |
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478 | 478 | | continued in effect for that purpose. |
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479 | 479 | | SECTION 33. This Act takes effect September 1, 2023. |
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