1 | 1 | | 89R10487 EAS-D |
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2 | 2 | | By: Zaffirini S.B. No. 2342 |
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3 | 3 | | |
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4 | 4 | | |
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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 the application for appointment of a guardian and to |
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10 | 10 | | requiring criminal history record information and other |
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11 | 11 | | information in connection with the guardianship of a ward or the |
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12 | 12 | | ward's estate. |
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13 | 13 | | BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS: |
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14 | 14 | | SECTION 1. Section 1101.001(b), Estates Code, is amended to |
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15 | 15 | | read as follows: |
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16 | 16 | | (b) The application must be sworn to by the applicant and |
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17 | 17 | | state: |
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18 | 18 | | (1) the proposed ward's name, sex, date of birth, and |
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19 | 19 | | address; |
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20 | 20 | | (2) the name, former name, if any, relationship, and |
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21 | 21 | | address of the person the applicant seeks to have appointed as |
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22 | 22 | | guardian; |
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23 | 23 | | (3) whether guardianship of the person or estate, or |
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24 | 24 | | both, is sought; |
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25 | 25 | | (3-a) whether alternatives to guardianship and |
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26 | 26 | | available supports and services to avoid guardianship were |
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27 | 27 | | considered; |
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28 | 28 | | (3-b) whether any alternatives to guardianship and |
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29 | 29 | | supports and services available to the proposed ward considered are |
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30 | 30 | | feasible and would avoid the need for a guardianship; |
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31 | 31 | | (4) the nature and degree of the alleged incapacity, |
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32 | 32 | | the specific areas of protection and assistance requested, and the |
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33 | 33 | | limitation or termination of rights requested to be included in the |
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34 | 34 | | court's order of appointment, including a termination of: |
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35 | 35 | | (A) the right of a proposed ward who is 18 years |
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36 | 36 | | of age or older to vote in a public election; |
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37 | 37 | | (B) the proposed ward's eligibility to hold or |
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38 | 38 | | obtain a license to operate a motor vehicle under Chapter 521, |
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39 | 39 | | Transportation Code; and |
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40 | 40 | | (C) the right of a proposed ward to make personal |
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41 | 41 | | decisions regarding residence; |
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42 | 42 | | (5) the facts requiring the appointment of a guardian; |
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43 | 43 | | (6) the interest of the applicant in the appointment |
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44 | 44 | | of a guardian; |
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45 | 45 | | (7) the nature and description of any kind of |
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46 | 46 | | guardianship existing for the proposed ward in any other state; |
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47 | 47 | | (8) the name, [and] address, phone number, and date of |
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48 | 48 | | birth, if applicable, of any person or institution having the care |
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49 | 49 | | and custody of the proposed ward or the proposed ward's estate; |
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50 | 50 | | (9) the approximate value and a detailed description |
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51 | 51 | | of the proposed ward's property, including: |
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52 | 52 | | (A) liquid assets, including any compensation, |
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53 | 53 | | pension, insurance, or allowance to which the proposed ward may be |
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54 | 54 | | entitled; and |
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55 | 55 | | (B) non-liquid assets, including real property; |
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56 | 56 | | (10) the name and address of any person whom the |
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57 | 57 | | applicant knows to hold a power of attorney signed by the proposed |
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58 | 58 | | ward and a description of the type of power of attorney; |
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59 | 59 | | (11) for a proposed ward who is a minor, the following |
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60 | 60 | | information if known by the applicant: |
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61 | 61 | | (A) the name of each of the proposed ward's |
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62 | 62 | | parents and either the parent's address or that the parent is |
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63 | 63 | | deceased; |
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64 | 64 | | (B) the name and age of each of the proposed |
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65 | 65 | | ward's siblings, if any, and either the sibling's address or that |
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66 | 66 | | the sibling is deceased; and |
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67 | 67 | | (C) if each of the proposed ward's parents and |
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68 | 68 | | adult siblings are deceased, the names and addresses of the |
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69 | 69 | | proposed ward's other living relatives who are related to the |
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70 | 70 | | proposed ward within the third degree by consanguinity and who are |
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71 | 71 | | adults; |
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72 | 72 | | (12) for a proposed ward who is a minor, whether the |
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73 | 73 | | minor was the subject of a legal or conservatorship proceeding in |
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74 | 74 | | the preceding two years and, if so: |
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75 | 75 | | (A) the court involved; |
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76 | 76 | | (B) the nature of the proceeding; and |
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77 | 77 | | (C) any final disposition of the proceeding; |
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78 | 78 | | (13) for a proposed ward who is an adult, the following |
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79 | 79 | | information if known by the applicant: |
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80 | 80 | | (A) the name of the proposed ward's spouse, if |
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81 | 81 | | any, and either the spouse's address or that the spouse is deceased; |
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82 | 82 | | (B) the name of each of the proposed ward's |
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83 | 83 | | parents and either the parent's address or that the parent is |
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84 | 84 | | deceased; |
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85 | 85 | | (C) the name and age of each of the proposed |
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86 | 86 | | ward's siblings, if any, and either the sibling's address or that |
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87 | 87 | | the sibling is deceased; |
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88 | 88 | | (D) the name and age of each of the proposed |
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89 | 89 | | ward's children, if any, and either the child's address or that the |
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90 | 90 | | child is deceased; and |
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91 | 91 | | (E) if there is no living spouse, parent, adult |
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92 | 92 | | sibling, or adult child of the proposed ward, the names and |
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93 | 93 | | addresses of the proposed ward's other living relatives who are |
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94 | 94 | | related to the proposed ward within the third degree by |
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95 | 95 | | consanguinity and who are adults; |
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96 | 96 | | (14) facts showing that the court has venue of the |
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97 | 97 | | proceeding; and |
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98 | 98 | | (15) if applicable, that the person whom the applicant |
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99 | 99 | | seeks to have appointed as a guardian is a private professional |
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100 | 100 | | guardian who is certified under Subchapter C, Chapter 155, |
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101 | 101 | | Government Code, and has complied with the requirements of |
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102 | 102 | | Subchapter G, Chapter 1104. |
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103 | 103 | | SECTION 2. The heading to Section 1104.402, Estates Code, |
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104 | 104 | | is amended to read as follows: |
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105 | 105 | | Sec. 1104.402. [COURT CLERK'S] DUTY TO OBTAIN CRIMINAL |
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106 | 106 | | HISTORY RECORD INFORMATION; AUTHORITY TO CHARGE FEE. |
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107 | 107 | | SECTION 3. Section 1104.402, Estates Code, is amended by |
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108 | 108 | | amending Subsection (a) and adding Subsection (a-1) to read as |
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109 | 109 | | follows: |
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110 | 110 | | (a) Except as provided by Section 1104.404 or 1104.406(a), |
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111 | 111 | | the clerk of the county having venue of the proceeding for the |
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112 | 112 | | appointment of a guardian shall, based on information provided in |
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113 | 113 | | an application filed under Section 1101.001, obtain criminal |
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114 | 114 | | history record information that is maintained by the Department of |
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115 | 115 | | Public Safety or the Federal Bureau of Investigation identification |
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116 | 116 | | division relating to any person, other than an attorney or a person |
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117 | 117 | | who is a certified guardian, proposed to serve as a guardian under |
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118 | 118 | | this title, including: |
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119 | 119 | | (1) a proposed temporary guardian; |
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120 | 120 | | (2) [,] a proposed successor guardian; or |
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121 | 121 | | (3) [, or] any person who will have care and custody of |
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122 | 122 | | [contact with] the proposed ward or the proposed ward's estate on |
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123 | 123 | | behalf of the proposed guardian and who is not otherwise required to |
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124 | 124 | | submit to a criminal background check under this section [, other |
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125 | 125 | | than an attorney or a person who is a certified guardian]. |
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126 | 126 | | (a-1) A proposed guardian who is an attorney or a certified |
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127 | 127 | | guardian shall provide to the court the name, address, phone |
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128 | 128 | | number, and date of birth of any person who will have care and |
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129 | 129 | | custody of the proposed ward or the proposed ward's estate on the |
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130 | 130 | | proposed guardian's behalf. If the person having care and custody |
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131 | 131 | | of the proposed ward or the proposed ward's estate on the proposed |
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132 | 132 | | guardian's behalf is not also a certified guardian, the clerk shall |
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133 | 133 | | obtain criminal history record information for that person as |
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134 | 134 | | specified by Subsection (a). |
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135 | 135 | | SECTION 4. Section 1104.405(a), Estates Code, is amended to |
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136 | 136 | | read as follows: |
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137 | 137 | | (a) Criminal history record information obtained or |
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138 | 138 | | provided under Section 1104.402 or 1104.404 is privileged and |
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139 | 139 | | confidential and is for the exclusive use of the court. The |
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140 | 140 | | criminal history record information may not be released or |
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141 | 141 | | otherwise disclosed to any person or agency except on court order. |
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142 | 142 | | The court may use the criminal history record information only to |
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143 | 143 | | determine whether to: |
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144 | 144 | | (1) appoint, remove, or continue the appointment of a |
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145 | 145 | | private professional guardian, a guardianship program, or the |
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146 | 146 | | Health and Human Services Commission; or |
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147 | 147 | | (2) appoint any person proposed to serve as a guardian |
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148 | 148 | | under this title, including a proposed temporary guardian, a |
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149 | 149 | | proposed successor guardian, or any person who will have care or |
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150 | 150 | | custody of [contact with] the proposed ward or the proposed ward's |
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151 | 151 | | estate on behalf of the proposed guardian, other than an attorney or |
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152 | 152 | | a certified guardian. |
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153 | 153 | | SECTION 5. Subchapter A, Chapter 1151, Estates Code, is |
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154 | 154 | | amended by adding Section 1151.006 to read as follows: |
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155 | 155 | | Sec. 1151.006. GUARDIAN'S DUTY TO NOTIFY COURT OF CHANGES |
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156 | 156 | | CONCERNING CARE AND CUSTODY OF WARD; CLERK'S DUTY TO OBTAIN |
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157 | 157 | | CRIMINAL HISTORY RECORD INFORMATION. (a) This section applies |
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158 | 158 | | only to a guardian who is a certified guardian or attorney and who |
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159 | 159 | | has designated a person to have care and custody of the ward or the |
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160 | 160 | | ward's estate on the guardian's behalf as provided by Section |
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161 | 161 | | 1104.402(a-1). |
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162 | 162 | | (b) A guardian shall notify the court of any change |
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163 | 163 | | concerning the designation or contact information of a person |
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164 | 164 | | having care and custody of a ward or the ward's estate on the |
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165 | 165 | | guardian's behalf not later than the 30th day after the date the |
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166 | 166 | | change occurs. If, as a result of a change in designation, the |
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167 | 167 | | guardian wants to designate another person who will have care and |
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168 | 168 | | custody of the ward or the ward's estate on the guardian's behalf, |
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169 | 169 | | the notification must also include the name, address, phone number, |
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170 | 170 | | and date of birth of that other person. |
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171 | 171 | | (c) On receipt of notification of a change under Subsection |
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172 | 172 | | (b) that includes the name of a person who will have care and |
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173 | 173 | | custody of the ward or the ward's estate on behalf of the guardian, |
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174 | 174 | | the clerk of the court having jurisdiction over the proceeding |
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175 | 175 | | shall obtain criminal history record information that is maintained |
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176 | 176 | | by the Department of Public Safety or the Federal Bureau of |
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177 | 177 | | Investigation identification division relating to that person. |
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178 | 178 | | SECTION 6. Section 155.205(a), Government Code, is amended |
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179 | 179 | | to read as follows: |
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180 | 180 | | (a) In accordance with Subsection (c) and the rules adopted |
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181 | 181 | | by the supreme court under Section 155.203, the commission shall |
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182 | 182 | | obtain criminal history record information that is maintained by |
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183 | 183 | | the Department of Public Safety. The clerk shall obtain in |
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184 | 184 | | accordance with Subsection (b) criminal history record information |
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185 | 185 | | from the Federal Bureau of Investigation identification division |
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186 | 186 | | relating to an individual seeking appointment as a guardian or |
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187 | 187 | | temporary guardian, and any individual who will have care and |
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188 | 188 | | custody of a proposed ward or the proposed ward's estate on behalf |
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189 | 189 | | of a certified guardian or attorney who has been appointed guardian |
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190 | 190 | | as required by Section 1104.402(a-1), Estates Code. |
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191 | 191 | | SECTION 7. Section 411.1386(a), Government Code, is amended |
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192 | 192 | | to read as follows: |
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193 | 193 | | (a) Except as provided by Subsections (a-1) and (a-6), the |
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194 | 194 | | clerk of the county having venue over a proceeding for the |
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195 | 195 | | appointment of a guardian under Title 3, Estates Code, shall, based |
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196 | 196 | | on information provided in an application filed under Section |
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197 | 197 | | 1101.001, Estates Code, obtain criminal history record information |
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198 | 198 | | as provided by Subsection (a-7) that relates to any person, other |
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199 | 199 | | than an attorney or a person who is a certified guardian, proposed |
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200 | 200 | | to serve as a guardian under Title 3, Estates Code, including: |
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201 | 201 | | (1) a proposed temporary guardian; |
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202 | 202 | | (2) [,] a proposed successor guardian; or |
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203 | 203 | | (3) [, or] any person who will have care and custody of |
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204 | 204 | | [contact with] the proposed ward or the proposed ward's estate on |
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205 | 205 | | behalf of the proposed guardian and who is not otherwise required to |
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206 | 206 | | submit to a criminal background check under this section [, other |
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207 | 207 | | than an attorney or a certified guardian]. |
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208 | 208 | | SECTION 8. This Act takes effect September 1, 2025. |
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