Utah 2025 Regular Session

Utah Senate Bill SB0199 Compare Versions

Version 1 (Old)

Version 2 (New)

Old	New		Differences
1		-	Enrolled Copy S.B. 199
	1	+	02-13 14:19 1st Sub. (Green) S.B. 199
	2	+	Keven J. Stratton proposes the following substitute bill:
2	3		1
3	4		Guardianship Amendments
4	5		2025 GENERAL SESSION
5	6		STATE OF UTAH
6	7		Chief Sponsor: Keven J. Stratton
7		-	House Sponsor: ~~Steve Eliason~~
	8	+	House Sponsor:
8	9		2
9	10
10	11		3
11	12		LONG TITLE
12	13		4
13	14		General Description:
14	15		5
15	16		This bill addresses a guardianship for an individual with a severe intellectual disability.
16	17		6
17	18		Highlighted Provisions:
18	19		7
19	20		This bill:
20	21		8
21		-	▸ defines terms for ~~guardianships~~;
	22	+	▸ defines terms for guardianship;
22	23		9
23	24		▸ clarifies court jurisdiction for guardianships;
24	25		10
25	26		▸ enacts a guardianship proceeding for an individual with a severe intellectual disability;
26	27		11
27	28		▸ addresses the applicability of a guardianship proceeding for an individual with a severe
28	29		12
29	30		intellectual disability;
30	31		13
31	32		▸ enacts certain rights for an individual with a severe intellectual disability for which a full
32	33		14
33	34		guardianship is imposed;
34	35		15
35	36		▸ provides the requirements for a guardianship proceeding for an individual with a severe
36	37		16
37	38		intellectual disability, including the requirements for the petition, venue, and in-person
38	39		17
39	40		hearings;
40	41		18
41	42		▸ addresses the appointment of:
42	43		19
43	44		● an attorney for a respondent in a guardianship proceeding for an individual with a
44	45		20
45	46		severe intellectual disability;
46	47		21
47	48		● a physician, psychologist, physician assistant, or court visitor to examine the
48	49		22
49	50		respondent; and
50	51		23
51	52		● an emergency or temporary guardian while guardianship proceedings are pending;
52	53		24
53	54		▸ provides that a court may appoint a guardian for a respondent if the court makes certain
54	55		25
55	56		findings;
56	57		26
57	58		▸ provides that the court shall prefer a full guardianship for an individual with a severe
58	59		27
59		-	intellectual disability; ~~S.B. 199 Enrolled Copy~~
	60	+	intellectual disability;
60	61		28
61	62		▸ requires the court to include certain provisions in an order of appointment;
	63	+	1st Sub. S.B. 199 1st Sub. (Green) S.B. 199 02-13 14:19
62	64		29
63	65		▸ provides who may be a guardian for an individual with a severe intellectual disability;
64	66		30
65	67		▸ addresses the duties, powers, and rights of a guardian for an individual with a severe
66	68		31
67	69		intellectual disability in a full guardianship;
68	70		32
69	71		▸ addresses the removal or resignation of a guardian for an individual with a severe
70	72		33
71	73		intellectual disability;
72	74		34
73	75		▸ addresses the termination of a guardianship for an individual with a severe intellectual
74	76		35
75	77		disability; and
76	78		36
77	79		▸ makes technical and conforming changes.
78	80		37
79	81		Money Appropriated in this Bill:
80	82		38
81	83		None
82	84		39
83	85		Other Special Clauses:
84	86		40
85	87		None
86	88		41
87	89		Utah Code Sections Affected:
88	90		42
89	91		AMENDS:
90	92		43
91	93		75-5-311, as last amended by Laws of Utah 2023, Chapter 330
92	94		44
93	95		75-5-317, as enacted by Laws of Utah 2018, Chapter 294
94	96		45
95	97		ENACTS:
96	98		46
97	99		75-5-101.1, Utah Code Annotated 1953
98	100		47
99	101		75-5-601, Utah Code Annotated 1953
100	102		48
101	103		75-5-602, Utah Code Annotated 1953
102	104		49
103	105		75-5-603, Utah Code Annotated 1953
104	106		50
105	107		75-5-604, Utah Code Annotated 1953
106	108		51
107	109		75-5-605, Utah Code Annotated 1953
108	110		52
109	111		75-5-606, Utah Code Annotated 1953
110	112		53
111	113		75-5-607, Utah Code Annotated 1953
112	114		54
113	115		75-5-608, Utah Code Annotated 1953
114	116		55
115	117		75-5-609, Utah Code Annotated 1953
116	118		56
117	119		75-5-610, Utah Code Annotated 1953
118	120		57
119	121		75-5-611, Utah Code Annotated 1953
120	122		58
121	123		75-5-612, Utah Code Annotated 1953
122	124		59
123	125		75-5-613, Utah Code Annotated 1953
124	126		60
125	127		RENUMBERS AND AMENDS:
126	128		61
127	129		75-5-101.5, (Renumbered from 75-5-101, as enacted by Laws of Utah 1975, Chapter
128		-	- 2 - Enrolled Copy S.B. 199
129	130		62
130	131		150)
	132	+	- 2 - 02-13 14:19 1st Sub. (Green) S.B. 199
131	133		63
132	134		REPEALS:
133	135		64
134	136		75-5-308, as enacted by Laws of Utah 1975, Chapter 150
135	137		65
136	138
137	139		66
138	140		Be it enacted by the Legislature of the state of Utah:
139	141		67
140	142		Section 1. Section 75-5-101.1 is enacted to read:
141	143		68
142	144		75-5-101.1 . Definitions for chapter.
143	145		69
144	146		As used in this chapter:
145	147		70
146	148		(1) "Adult" means an individual who is 18 years old or older.
147	149		71
148	150		(2) "Court visitor" means an individual who is trained in law, nursing, or social work and is
149	151		72
150	152		an officer, employee, or special appointee of the court with no personal interest in the
151	153		73
152	154		proceedings.
153	155		74
154	156		(3) "Full guardianship" means a guardianship that grants a guardian all the powers available
155	157		75
156	158		to the guardian under the law with respect to an individual who is incapacitated,
157	159		76
158	160		including all the powers, duties, and rights that a parent has with respect to the parent's
159	161		77
160	162		unemancipated minor child.
161	163		78
162	164		(4) "Incapacitated" means the same as that term is defined in Section 75-1-201.
163	165		79
164	166		(5) "Joint legal decision-making" means two individuals, regardless of whether the
165	167		80
166	168		individuals are married, sharing legal decision-making and each individual's rights or
167	169		81
168	170		responsibilities are not being superior to the other individual's rights, except with respect
169	171		82
170	172		to specified decisions set forth by the court or the individuals in an order of appointment.
171	173		83
172	174		(6) "Legal decision-making" means the legal right and responsibility to make all legal
173	175		84
174	176		decisions for an individual who is incapacitated, including decisions regarding
175	177		85
176	178		education, health care, religious training, and personal care decisions.
177	179		86
178	180		(7) "Letters of guardianship" means a legal document that establishes a guardian's authority
179	181		87
180	182		to make decisions for an individual.
181	183		88
182	184		(8) "Limited guardianship" means, except as provided in Section 75-5-316, a guardianship
183	185		89
184	186		that grants the guardian less than all powers available to the guardian under the law or
185	187		90
186	188		otherwise restricts the powers of the guardian.
187	189		91
188	190		(9) "Order of appointment" means an order from a court:
189	191		92
190	192		(a) appointing a guardian for an individual who is incapacitated; and
191	193		93
192	194		(b) describing the powers, duties, and responsibilities of the guardian.
193	195		94
194	196		(10) "Specialized care professional" means an individual who is certified as a National
195	197		95
196	198		Certified Guardian or National Master Guardian by the Center for Guardianship
197		-	- 3 - S.B. 199 Enrolled Copy
198	199		96
199	200		Certification or similar organization.
	201	+	- 3 - 1st Sub. (Green) S.B. 199 02-13 14:19
200	202		97
201	203		(11) "Suitable institution" means any nonprofit or for profit corporation, partnership, sole
202	204		98
203	205		proprietorship, or other type of business organization that is owned, operated by, or
204	206		99
205	207		employs a specialized care professional.
206	208		100
207	209		Section 2. Section 75-5-101.5, which is renumbered from Section 75-5-101 is renumbered
208	210		101
209	211		and amended to read:
210	212		102
211	213		[75-5-101] 75-5-101.5 . Jurisdiction of subject matter -- Consolidation of
212	214		103
213	215		proceedings.
214	216		104
215	217		(1) [The] A court has jurisdiction over protective proceedings and guardianship proceedings
216	218		105
217	219		in accordance with Chapter 5b, Uniform and Adult Guardianship and Protective
218	220		106
219	221		Proceedings Jurisdiction Act, and Title 78A, Judiciary and Judicial Administration.
220	222		107
221	223		(2) When both guardianship and protective proceedings as to the same person are
222	224		108
223	225		commenced or pending in the same court, the proceedings may be consolidated.
224	226		109
225	227		Section 3. Section 75-5-311 is amended to read:
226	228		110
227	229		75-5-311 . Who may be guardian -- Priorities.
228	230		111
229	231		[(1) As used in this section:]
230	232		112
231	233		[(a) "Specialized care professional" means a person who is certified as a National
232	234		113
233	235		Certified Guardian or National Master Guardian by the Center for Guardianship
234	236		114
235	237		Certification or similar organization.]
236	238		115
237	239		[(b) "Suitable institution" means any nonprofit or for profit corporation, partnership, sole
238	240		116
239	241		proprietorship, or other type of business organization that is owned, operated by, or
240	242		117
241	243		employs a specialized care professional.]
242	244		118
243	245		[(2)] (1)(a) The court shall appoint a guardian in accordance with the incapacitated
244	246		119
245	247		person's most recent nomination, unless that person is disqualified or the court finds
246	248		120
247	249		other good cause why the person should not serve as guardian.
248	250		121
249	251		(b) That nomination shall have been made prior to the person's incapacity, shall be in
250	252		122
251	253		writing and shall be signed by the person making the nomination.
252	254		123 (c) The nomination shall be in substantially the following form:
253	255		124
254	256		Nomination of Guardian by an Adult
255	257		125
256	258		I, (Name), being of sound mind and not acting under duress, fraud, or other undue
257	259		126
258	260		influence, do hereby nominate (Name, current residence, and relationship, if any, of the
259	261		127
260	262		nominee) to serve as my guardian in the event that after the date of this instrument I become
261	263		128
262	264		incapacitated.
263	265		129
264	266		Executed at ____________________________ (city, state)
265		-	- 4 - Enrolled Copy S.B. 199
266	267		130
267	268		on this ____________ day of ______________
268	269		131
269	270		____________________________________
	271	+	- 4 - 02-13 14:19 1st Sub. (Green) S.B. 199
270	272		132
271	273		(Signature)
272	274		133
273	275		[(3)] (2) Except as provided in Subsection [(2)] (1), persons who are not disqualified have
274	276		134
275	277		priority for appointment as guardian in the following order:
276	278		135
277	279		(a) a person who has been nominated by the incapacitated person, by any means other
278	280		136
279	281		than that described in Subsection [(2)] (1), if the incapacitated person was 14 years
280	282		137
281	283		old or older when the nomination was executed and, in the opinion of the court, that
282	284		138
283	285		person acted with sufficient mental capacity to make the nomination;
284	286		139
285	287		(b) the spouse of the incapacitated person;
286	288		140
287	289		(c) an adult child of the incapacitated person;
288	290		141
289	291		(d) a parent of the incapacitated person, including a person nominated by will, written
290	292		142
291	293		instrument, or other writing signed by a deceased parent;
292	294		143
293	295		(e) any relative of the incapacitated person with whom he has resided for more than six
294	296		144
295	297		months prior to the filing of the petition;
296	298		145
297	299		(f) a person nominated by the person who is caring for him or paying benefits to him;
298	300		146
299	301		(g) a specialized care professional, so long as the specialized care professional does not:
300	302		147
301	303		(i) profit financially or otherwise from or receive compensation for acting in that
302	304		148
303	305		capacity, except for the direct costs of providing guardianship or conservatorship
304	306		149
305	307		services; or
306	308		150
307	309		(ii) otherwise have a conflict of interest in providing those services;
308	310		151
309	311		(h) any competent person or suitable institution; or
310	312		152
311	313		(i) the Office of Public Guardian under Title 26B, Chapter 6, Part 3, Office of Public
312	314		153
313	315		Guardian.
314	316		154
315	317		Section 4. Section 75-5-317 is amended to read:
316	318		155
317	319		75-5-317 . Guardianship proceedings for minor becoming an incapacitated adult.
318	320		156
319	321		(1) As used in this section:
320	322		157
321	323		[(a) "Incapacitated" means the same as that term is defined in Section 75-1-201. ]
322	324		158
323	325		[(b) "Joint legal decision-making" means parents or two individuals, regardless of
324	326		159
325	327		whether they are married, sharing legal decision-making and no individual's rights or
326	328		160
327	329		responsibilities being superior except with respect to specified decisions set forth by
328	330		161
329	331		the court or the individuals in a final judgment or order.]
330	332		162
331	333		[(c) "Legal decision-making" means the legal right and responsibility to make all
332	334		163
333	335		nonemergency legal decisions for a minor including those regarding education, health
334		-	- 5 - S.B. 199 Enrolled Copy
335	336		164
336	337		care, religious training, and personal care decisions.]
337	338		165
338	339		[(d) "Minor" means the same as that term is defined in Section 75-1-201.]
	340	+	- 5 - 1st Sub. (Green) S.B. 199 02-13 14:19
339	341		166
340	342		[(e)] (a) "Physician" means an individual:
341	343		167
342	344		(i) licensed as a physician under Title 58, Chapter 67, Utah Medical Practice Act; or
343	345		168
344	346		(ii) licensed as a physician under Title 58, Chapter 68, Utah Osteopathic Medical
345	347		169
346	348		Practice Act.
347	349		170
348	350		[(f)] (b) "Psychologist" means a person licensed under Title 58, Chapter 61, Psychologist
349	351		171
350	352		Licensing Act, to engage in the practice of psychology as defined in Section
351	353		172
352	354		58-61-102.
353	355		173
354	356		[(g)] (c) "Sole legal decision-making" means one parent or one individual having the
355	357		174
356	358		legal right and responsibility to make major decisions for the minor child.
357	359		175
358	360		(2)(a) Notwithstanding the other provisions of this part, a person who may be a guardian
359	361		176
360	362		of an incapacitated person under Section 75-5-301 may initiate guardianship
361	363		177
362	364		proceedings pursuant to this Subsection (2) for a minor who is at least 17 years, six
363	365		178
364	366		months [of age] old and who is alleged to be incapacitated and request that a
365	367		179
366	368		guardianship order take effect immediately on the day the minor turns 18 years [of
367	369		180
368	370		age] old.
369	371		181
370	372		(b)(i) The petitioner shall provide with the petition a written report of an evaluation
371	373		182
372	374		of the minor by a physician or psychologist that meets the requirements of
373	375		183
374	376		Subsection (2)(c).
375	377		184
376	378		(ii) If the evaluation is conducted within six months after the date the petition is filed
377	379		185
378	380		with the court, the petitioner may ask in the petition that the court accept this
379	381		186
380	382		report in lieu of ordering any additional evaluation and the court may grant the
381	383		187
382	384		request.
383	385		188
384	386		(c) A written report filed pursuant to this section by a physician or psychologist acting
385	387		189
386	388		within that person's scope of practice shall include the following information:
387	389		190
388	390		(i) a specific description of the physical, psychiatric, or psychological diagnosis of
389	391		191
390	392		the person;
391	393		192
392	394		(ii) a comprehensive assessment listing any functional impairments of the alleged
393	395		193
394	396		incapacitated person and an explanation of how and to what extent these
395	397		194
396	398		functional impairments may prevent that person from receiving or evaluating
397	399		195
398	400		information in making decisions or in communicating informed decisions, with or
399	401		196
400	402		without assistance, regarding that person;
401	403		197
402	404		(iii) an analysis of the tasks of daily living the alleged incapacitated person is capable
403		-	- 6 - Enrolled Copy S.B. 199
404	405		198
405	406		of performing independently or with assistance;
406	407		199
407	408		(iv) a list of the medications the alleged incapacitated person is receiving, the dosage
	409	+	- 6 - 02-13 14:19 1st Sub. (Green) S.B. 199
408	410		200
409	411		of the medications, and a description of the effects each medication has on the
410	412		201
411	413		person's behavior to the best of the declarant's knowledge;
412	414		202
413	415		(v) a prognosis for improvement in the alleged incapacitated person's condition and a
414	416		203
415	417		recommendation for the most appropriate rehabilitation plan or care plan; and
416	418		204
417	419		(vi) other information the physician or psychologist considers appropriate.
418	420		205
419	421		(3)(a) Notwithstanding the priorities in Section 75-5-311, if the petition for appointment
420	422		206
421	423		of a guardian for the incapacitated person is filed pursuant to Subsection (2) or within
422	424		207
423	425		two years after the day the incapacitated person turns 18 years [of age] old, unless the
424	426		208
425	427		court finds the appointment to be contrary to the incapacitated person's best interest:
426	428		209
427	429		(i) the court shall appoint as the incapacitated person's guardian any person who, by
428	430		210
429	431		court order, had sole legal decision-making of the incapacitated person when the
430	432		211
431	433		incapacitated person attained 17 years, six months [of age] old; or
432	434		212
433	435		(ii) if two individuals had joint legal decision-making of the incapacitated person
434	436		213
435	437		when the incapacitated person attained 17 years, six months [of age] old, the court
436	438		214
437	439		shall appoint both individuals as the incapacitated person's coguardians.
438	440		215
439	441		(b) If under Subsection (3)(a) the court finds the appointment of an individual described
440	442		216
441	443		in Subsection (3)(a) is contrary to the incapacitated person's best interest or if the
442	444		217
443	445		individual is unwilling to be appointed or serve as a guardian, the court may apply
444	446		218
445	447		the priorities in Section 75-5-311 in appointing a guardian.
446	448		219
447	449		(4)(a) The court may appoint more than one person as the incapacitated person's
448	450		220
449	451		coguardians if the appointment is required by Subsection (3) or the court finds that
450	452		221
451	453		the appointment is in the incapacitated person's best interest.
452	454		222
453	455		(b) If the court appoints coguardians, the coguardians shall share legal decision-making
454	456		223
455	457		for the incapacitated person and neither coguardian's rights or responsibilities are
456	458		224
457	459		superior except as otherwise ordered by the court.
458	460		225
459	461		Section 5. Section 75-5-601 is enacted to read:
460	462		226
461	463
462	464		Part 6. Guardian of Individual with a Severe Intellectual Disability
463	465		227
464	466		75-5-601 . Definitions for part.
465	467		228
466	468		As used in this part:
467	469		229
468	470		(1)(a) "Individual with a severe intellectual disability" means an adult who:
469	471		230
470	472		(i) has lifelong functional limitations to the extent that the adult is incapacitated; and
471	473		231
472	474		(ii) has received a diagnosis from a physician or psychologist of a severe intellectual
473		-	- 7 - S.B. 199 Enrolled Copy
474	475		232
475	476		disability that has existed since the adult was a minor.
476	477		233
477	478		(b) "Individual with a severe intellectual disability" does not include an adult who had
	479	+	- 7 - 1st Sub. (Green) S.B. 199 02-13 14:19
478	480		234
479	481		capacity at one time or may regain capacity.
480	482		235
481	483		(2) "Petitioner" means the person who brings a petition for guardianship under this part.
482	484		236
483	485		(3) "Physician" means an individual:
484	486		237
485	487		(a) licensed as a physician under Title 58, Chapter 67, Utah Medical Practice Act; or
486	488		238
487	489		(b) licensed as a physician under Title 58, Chapter 68, Utah Osteopathic Medical
488	490		239
489	491		Practice Act.
490	492		240
491	493		(4) "Psychologist" means an individual licensed under Title 58, Chapter 61, Psychologist
492	494		241
493	495		Licensing Act, to engage in the practice of psychology as defined in Section 58-61-102.
494	496		242
495	497		(5) "Remotely" means a participant will appear by video conference or other electronic
496	498		243
497	499		means approved by the court.
498	500		244
499	501		(6) "Respondent" means the adult who is alleged to be an individual with a severe
500	502		245
501	503		intellectual disability.
502	504		246
503	505		Section 6. Section 75-5-602 is enacted to read:
504	506		247
505	507		75-5-602 . Applicability of this part.
506	508		248
507	509		(1) This part only applies to a guardianship for an adult for whom there is a signed letter or
508	510		249
509	511		report from a physician or psychologist that indicates that the adult is an individual with
510	512		250
511	513		a severe intellectual disability.
512	514		251
513	515		(2) Except as provided in Subsection (4) or another provision of this part, the provisions of
514	516		252
515	517		Part 3, Guardians of Incapacitated Persons, do not apply to the guardianship of an adult
516	518		253
517	519		described in Subsection (1).
518	520		254
519	521		(3) This part does not apply to a guardianship for an adult if the court finds that the adult is
520	522		255
521	523		not an individual with a severe intellectual disability.
522	524		256
523	525		(4) Part 3, Guardians of Incapacitated Persons, applies to a guardianship for an adult who is
524	526		257
525	527		not an individual with a severe intellectual disability.
526	528		258
527	529		Section 7. Section 75-5-603 is enacted to read:
528	530		259
529	531		75-5-603 . Rights of an individual with a severe intellectual disability.
530	532		260
531	533		(1) An adult, who is allegedly incapacitated and for whom there is a signed letter or report
532	534		261
533	535		from a physician or psychologist that indicates that the adult is an individual with a
534	536		262
535	537		severe intellectual disability, has the right to:
536	538		263
537	539		(a) except as provided in Section 75-5-606, be represented by counsel before a
538	540		264
539	541		guardianship is imposed and have counsel represent the adult during the guardianship
540	542		265
541	543		proceeding;
542		-	- 8 - Enrolled Copy S.B. 199
543	544		266
544	545		(b) receive a copy of all documents filed in a guardianship proceeding;
545	546		267
546	547		(c) have a relative, physician, psychologist, physician assistant, or any interested person
	548	+	- 8 - 02-13 14:19 1st Sub. (Green) S.B. 199
547	549		268
548	550		speak about or raise any issue of concern on behalf of the adult during the
549	551		269
550	552		guardianship proceeding;
551	553		270
552	554		(d) receive information about guardianships from the court; and
553	555		271
554	556		(e) be treated with respect and dignity.
555	557		272
556	558		(2) Except as otherwise provided by this part, if a court orders a full guardianship for an
557	559		273
558	560		adult and enters an order of appointment that specifies that the adult is an individual
559	561		274
560	562		with a severe intellectual disability, the adult has the right to:
561	563		275
562	564		(a) have a relative, physician, psychologist, physician assistant, or any interested person
563	565		276
564	566		speak about or raise any issue of concern on behalf of the adult in any court hearing
565	567		277
566	568		about the guardianship;
567	569		278
568	570		(b) receive a copy of all documents filed in court regarding the guardianship;
569	571		279
570	572		(c) receive information about guardianships from the court;
571	573		280
572	574		(d) ask questions and express concerns or complaints about a guardian and the actions of
573	575		281
574	576		a guardian to the court;
575	577		282
576	578		(e) to the extent practicable, receive timely, effective, and appropriate health care and
577	579		283
578	580		medical treatment that does not violate the adult's rights;
579	581		284
580	582		(f) have all services provided by a guardian at a reasonable rate of compensation;
581	583		285
582	584		(g) have a court review any request for payment by a guardian to avoid excessive or
583	585		286
584	586		unnecessary fees or duplicative billing; and
585	587		287
586	588		(h) receive prudent financial management of the adult's property, including
587	589		288
588	590		Supplemental Security Income and Supplemental Security Disability Insurance.
589	591		289
590	592		(3) If the court enters an order for a limited guardianship for an adult or fails to specify in
591	593		290
592	594		the order of appointment as to whether the adult is an individual with a severe
593	595		291
594	596		intellectual disability, the adult has the rights of an incapacitated person described in
595	597		292
596	598		Section 75-5-301.5.
597	599		293
598	600		Section 8. Section 75-5-604 is enacted to read:
599	601		294
600	602		75-5-604 . Petition for guardianship of an individual with a severe intellectual
601	603		295
602	604		disability -- Venue -- Proceedings.
603	605		296
604	606		(1) A person interested in an adult's welfare may petition a court for a finding that:
605	607		297
606	608		(a) the adult is an individual with a severe intellectual disability; and
607	609		298
608	610		(b) the appointment of a guardian is necessary or desirable as a means of providing
609	611		299
610	612		continuing care to the adult.
611		-	- 9 - S.B. 199 Enrolled Copy
612	613		300
613	614		(2) Notwithstanding Title 78B, Chapter 3a, Venue for Civil Actions, a petitioner shall bring
614	615		301
615	616		a petition described in Subsection (1) in the county where:
	617	+	- 9 - 1st Sub. (Green) S.B. 199 02-13 14:19
616	618		302
617	619		(a) the respondent resides or is present; or
618	620		303
619	621		(b) if the respondent is admitted to an institution by an order of a court, the court is
620	622		304
621	623		located.
622	624		305
623	625		(3)(a) Upon the filing of a petition under Subsection (1), the court shall set a date for a
624	626		306
625	627		hearing on the issue of whether the respondent is an individual with a severe
626	628		307
627	629		intellectual disability.
628	630		308
629	631		(b) The court shall, while preserving the due process rights of the respondent, conduct
630	632		309
631	633		the hearing remotely in accordance with Utah Rules of Civil Procedure, Rule 87,
632	634		310
633	635		unless the court finds good cause under Utah Rules of Civil Procedure, Rule 87, to
634	636		311
635	637		not conduct the hearing remotely.
636	638		312
637	639		(4) Except as provided in Section 75-5-606, the respondent is entitled to be represented by
638	640		313
639	641		counsel, present evidence, and cross-examine witnesses, including a physician,
640	642		314
641	643		psychologist, physician assistant, or court visitor appointed under Section 75-5-607.
642	644		315
643	645		(5) The court shall determine the issue of whether the respondent is an individual with a
644	646		316
645	647		severe intellectual disability at a closed hearing, without a jury, if the respondent or the
646	648		317
647	649		respondent's counsel requests so.
648	650		318
649	651		(6) The respondent shall:
650	652		319
651	653		(a) be present at any hearing on the petition; or
652	654		320
653	655		(b) hear all evidence bearing upon the respondent's condition.
654	656		321
655	657		(7) If the petitioner requests a waiver of the presence of the respondent, the court shall order
656	658		322
657	659		an investigation by a court visitor in accordance with Section 75-5-607.
658	660		323
659	661		Section 9. Section 75-5-605 is enacted to read:
660	662		324
661	663		75-5-605 . Notices for guardianship proceedings.
662	664		325
663	665		(1) Upon a petition for the appointment or removal of a guardian for an adult who is an
664	666		326
665	667		individual with a severe intellectual disability, or is alleged to be an individual with a
666	668		327
667	669		severe intellectual disability, other than the appointment of an emergency guardian or
668	670		328
669	671		temporary suspension of a guardian, the petitioner shall give notice of the petition to:
670	672		329
671	673		(a) the adult and the adult's parents;
672	674		330
673	675		(b) any person who is serving as guardian or conservator or who has care and custody of
674	676		331
675	677		the adult;
676	678		332
677	679		(c) if the petitioner is unable to notify the adult's parents under Subsection (1)(a), at least
678	680		333
679	681		one of the closest adult relatives of the individual if any can be found; and
680		-	- 10 - Enrolled Copy S.B. 199
681	682		334
682	683		(d) Adult Protective Services if Adult Protective Services has received a referral under
683	684		335
684	685		Title 26B, Chapter 6, Part 2, Abuse, Neglect, or Exploitation of a Vulnerable Adult,
	686	+	- 10 - 02-13 14:19 1st Sub. (Green) S.B. 199
685	687		336
686	688		concerning the welfare of the adult or concerning the guardian or conservator or
687	689		337
688	690		proposed guardian or conservator.
689	691		338
690	692		(2) A notice described in Subsection (1) shall:
691	693		339
692	694		(a) be in plain language and large type and in a form with final approval of the Judicial
693	695		340
694	696		Council;
695	697		341
696	698		(b) indicate the time and place of the hearing, the possible adverse consequences to the
697	699		342
698	700		adult described in Subsection (1) who is receiving notice of rights, a list of rights,
699	701		343
700		-	including the adult's own or court appointed counsel, and a copy of the petition;
	702	+	including the adult's own or a court appointed counsel, and a copy of the petition;
701	703		344
702	704		(c) be served personally on:
703	705		345
704	706		(i) the adult described in Subsection (1); and
705	707		346
706	708		(ii) the adult's parents if the adult's parents can be found within the state; and
707	709		347
708	710		(d) be served in accordance with Section 75-1-401 on:
709	711		348
710	712		(i) the adult's parents if the adult's parents cannot be found within the state; and
711	713		349
712	714		(ii) any other person that is required to be served notice under Subsection (1).
713	715		350
714	716		Section 10. Section 75-5-606 is enacted to read:
715	717		351
716	718		75-5-606 . Appointment of counsel.
717	719		352
718	720		(1)(a) Except as provided in Subsection (2), the court shall appoint an attorney to
719	721		353
720	722		represent a respondent on a petition for guardianship unless the respondent has
721	723		354
722	724		counsel of the respondent's own choice.
723	725		355
724	726		(b) The respondent shall pay the costs of an attorney appointed under Subsection (1)(a)
725	727		356
726	728		unless the respondent or the respondent's parents are indigent.
727	729		357
728	730		(2) Counsel for a respondent is not required under Subsection (1) if:
729	731		358
730	732		(a) the respondent is the child, grandchild, or sibling of the petitioner;
731	733		359
732	734		(b) the value of the respondent's entire estate does not exceed $2,000 as established by
733	735		360
734	736		an affidavit from the petitioner;
735	737		361
736	738		(c) the respondent appears in court with the petitioner in-person or remotely;
737	739		362
738	740		(d) the respondent is given the opportunity to communicate, to the extent possible, the
739	741		363
740	742		respondent's acceptance of the appointment of a guardian; and
741	743		364
742	744		(e) the court is satisfied that counsel is not necessary in order to protect the interests of
743	745		365
744	746		the respondent.
745	747		366
746	748		(3) If the court determines that a petition brought under this part is without merit, the
747	749		367
748	750		petitioner shall pay any attorney fees and court costs.
749		-	- 11 - S.B. 199 Enrolled Copy
750	751		368
751	752		(4) The legal representation of the respondent by an attorney shall terminate upon the
752	753		369
753	754		appointment of a guardian, unless:
	755	+	- 11 - 1st Sub. (Green) S.B. 199 02-13 14:19
754	756		370
755	757		(a) there are separate conservatorship proceedings still pending before the court
756	758		371
757	759		subsequent to the appointment of a guardian;
758	760		372
759	761		(b) there is a timely filed appeal of the appointment of the guardian or the determination
760	762		373
761	763		that the respondent is an individual with a severe intellectual disability; or
762	764		374
763	765		(c) the court orders otherwise upon an express finding of good cause.
764	766		375
765	767		Section 11. Section 75-5-607 is enacted to read:
766	768		376
767	769		75-5-607 . Appointment of physician, psychologist, physician assistant, or court
768	770		377
769	771		visitor.
770	772		378
771	773		(1)(a) The court may appoint a physician, a psychologist, or a physician assistant to
772	774		379
773	775		examine the respondent.
774	776		380
775	777		(b) If the court appoints a physician. a psychologist, or a physician assistant under
776	778		381
777	779		Subsection (1)(a), the physician, psychologist, or physician assistant shall submit a
778	780		382
779	781		report in writing to the court.
780	782		383
781	783		(2) The court may appoint a court visitor to:
782	784		384
783	785		(a) interview the individual seeking appointment as guardian of the respondent;
784	786		385
785	787		(b) visit the present place of abode of the respondent and the place proposed where the
786	788		386
787	789		respondent will be detained or reside if a guardian is appointed; or
788	790		387
789	791		(c) conduct other investigations or observations as directed by the court.
790	792		388
791	793		Section 12. Section 75-5-608 is enacted to read:
792	794		389
793	795		75-5-608 . Emergency or temporary guardian.
794	796		390
795	797		(1)(a) If a respondent does not have a guardian and an emergency exists, the court may,
796	798		391
797	799		without notice, appoint an emergency guardian for the respondent for a specified
798	800		392
799	801		period not to exceed 30 days pending notice and a hearing.
800	802		393
801	803		(b) The court may, without notice, appoint an emergency guardian for an individual with
802	804		394
803	805		a severe intellectual disability for a specified period not to exceed 30 days pending
804	806		395
805	807		notice and a hearing if:
806	808		396
807	809		(i) an appointed guardian for the individual is not effectively performing the
808	810		397
809	811		guardian's duties; and
810	812		398
811	813		(ii) the court further finds that the welfare of the respondent or individual requires
812	814		399
813	815		immediate action.
814	816		400
815	817		(c) Upon request by an interested person after the appointment of an emergency
816	818		401
817	819		guardian under Subsection (1)(a) or (b), the court shall hold a hearing within 14 days
818		-	- 12 - Enrolled Copy S.B. 199
819	820		402
820	821		in accordance with Section 75-5-604.
821	822		403
822	823		(2) If the court finds good cause after notice and hearing under Sections 75-5-604 and
	824	+	- 12 - 02-13 14:19 1st Sub. (Green) S.B. 199
823	825		404
824	826		75-5-605, the court may:
825	827		405
826	828		(a) appoint a temporary guardian;
827	829		406
828	830		(b) convert an emergency guardian to a temporary guardian if an emergency guardian
829	831		407
830	832		has been appointed under Subsection (1); or
831	833		408
832	834		(c) appoint a different person as temporary guardian to replace an emergency guardian
833	835		409
834	836		appointed under Subsection (1).
835	837		410
836	838		(3) Unless the respondent or individual with a severe intellectual disability has already
837	839		411
838	840		obtained or been appointed counsel or an attorney is not required as described in Section
839	841		412
840	842		75-5-606, the court shall appoint an attorney to represent the respondent or individual.
841	843		413
842	844		(4) Until a full hearing and further order of the court, the temporary guardian:
843	845		414
844	846		(a) shall be charged with the care and custody of the respondent or individual with a
845	847		415
846	848		severe intellectual disability; and
847	849		416
848	850		(b) may not permit the respondent or individual with a severe intellectual disability to be
849	851		417
850	852		removed from the state.
851	853		418
852	854		(5) The authority of any permanent guardian previously appointed by the court is suspended
853	855		419
854	856		so long as a temporary guardian has authority.
855	857		420
856	858		(6) A temporary guardian may be removed at any time, and shall obey all orders and make
857	859		421
858	860		any reports required by the court.
859	861		422
860	862		(7) A temporary guardian has all of the powers and duties of a permanent guardian as set
861	863		423
862	864		forth in Section 75-5-611.
863	865		424
864	866		Section 13. Section 75-5-609 is enacted to read:
865	867		425
866	868		75-5-609 . Findings by court -- Appointment of guardian -- Acceptance of
867	869		426
868	870		appointment.
869	871		427
870	872		(1) The court may appoint a guardian for a respondent if the court finds:
871	873		428
872	874		(a) the respondent is an individual with a severe intellectual disability; and
873	875		429
874	876		(b) the appointment of a guardian is necessary or desirable as a means of providing
875	877		430
876	878		continuing care to the respondent.
877	879		431
878	880		(2) If the court appoints a guardian as described in Subsection (1), the court shall:
879	881		432
880	882		(a) appoint a guardian for the respondent in accordance with Section 75-5-610;
881	883		433
882	884		(b) prefer a full guardianship for the respondent; and
883	885		434
884	886		(c) specify in the order of appointment that:
885	887		435
886	888		(i) the respondent is an individual with a severe intellectual disability; and
887		-	- 13 - S.B. 199 Enrolled Copy
888	889		436
889	890		(ii) the respondent does not have capacity to execute or consent to any contract or
890	891		437
891	892		written agreement.
	893	+	- 13 - 1st Sub. (Green) S.B. 199 02-13 14:19
892	894		438
893	895		(3)(a) If the court orders a limited guardianship for a respondent:
894	896		439
895	897		(i) the respondent is entitled to the rights described in Section 75-5-301.5 for an
896	898		440
897	899		incapacitated person; and
898	900		441
899	901		(ii) the court shall state the limitations of the guardianship and the rights to which the
900	902		442
901	903		respondent is entitled in the order of appointment.
902	904		443
903	905		(4) If the court grants a guardian with the power to make or assist with health care decisions
904	906		444
905	907		for a respondent, the court shall include in the order of appointment the name of any
906	908		445
907	909		interested person whom the guardian must notify of any significant health care or
908	910		446
909	911		treatment received by the individual.
910	912		447
911	913		(5)(a) By accepting an appointment, a guardian submits personally to the jurisdiction of
912	914		448
913	915		the court in any proceeding relating to the guardianship that may be instituted by any
914	916		449
915	917		interested person or any person interested in the welfare of the respondent.
916	918		450
917	919		(b) Notice of any proceeding shall be delivered to the guardian or mailed to the guardian
918	920		451
919	921		by ordinary mail at the guardian's address as listed in the court records and to the
920	922		452
921	923		guardian's address as known to the petitioner at the time of the appointment.
922	924		453
923	925		(6) If the court orders a limited guardianship for an individual with a severe intellectual
924	926		454
925	927		disability, the guardian has the same duties, powers, and rights described in Section
926	928		455
927	929		75-5-312 for a guardian of an incapacitated person.
928	930		456
929	931		(7) If the court orders a full guardianship for an individual with a severe intellectual
930	932		457
931		-	disability, the guardian has the duties, powers, and rights described in Section 75-5-611.
	933	+	disability, the guardian has the duties, powers and rights described in Section 75-5-611.
932	934		458
933	935		Section 14. Section 75-5-610 is enacted to read:
934	936		459
935	937		75-5-610 . Who may be a guardian -- Coguardians.
936	938		460
937	939		(1) Unless the court finds there is good cause that the person should not serve as guardian,
938	940		461
939	941		the court shall appoint a guardian for an individual with a severe intellectual disability in
940	942		462
941	943		the following order of priority:
942	944		463
943	945		(a) a parent of the individual with a severe intellectual disability;
944	946		464
945	947		(b) an adult sibling of the individual with a severe intellectual disability;
946	948		465
947	949		(c) a grandparent of the individual with a severe intellectual disability;
948	950		466
949	951		(d) an adult relative of the individual with a severe intellectual disability if the individual
950	952		467
951	953		has resided with the relative for more than 180 days before the day on which the
952	954		468
953	955		petition was filed;
954	956		469
955	957		(e) one of the closest adult relatives of the individual if any can be found;
956		-	- 14 - Enrolled Copy S.B. 199
957	958		470
958	959		(f) a specialized care professional, so long as the specialized care professional does not:
959	960		471
960	961		(i) profit financially or otherwise from or receive compensation for acting in that
	962	+	- 14 - 02-13 14:19 1st Sub. (Green) S.B. 199
961	963		472
962	964		capacity, except for the direct costs of providing guardianship or conservatorship
963	965		473
964	966		services; or
965	967		474
966	968		(ii) otherwise have a conflict of interest in providing those services;
967	969		475
968	970		(g) a competent person or suitable institution; or
969	971		476
970	972		(h) the Office of Public Guardian described in Title 26B, Chapter 6, Part 3, Office of
971	973		477
972	974		Public Guardian.
973	975		478
974	976		(2) The court may appoint more than one person as guardian for the individual with a
975	977		479
976	978		severe intellectual disability.
977	979		480
978	980		(3) If the court appoints coguardians for an individual with a severe intellectual disability:
979	981		481
980	982		(a) the coguardians shall share legal decision-making for the individual with a severe
981	983		482
982	984		intellectual disability; and
983	985		483
984	986		(b) each coguardian's rights and responsibilities are not superior to the other
985	987		484
986	988		coguardian's rights and responsibilities unless the court designates that a coguardian's
987	989		485
988	990		rights and responsibilities are superior.
989	991		486
990	992		Section 15. Section 75-5-611 is enacted to read:
991	993		487
992	994		75-5-611 . Duties, powers, and rights of a guardian for an individual with a
993	995		488
994	996		severe intellectual disability in a full guardianship.
995	997		489
996	998		(1) This section only applies to a guardian who is appointed by a court for an individual
997	999		490
998	1000		with a severe intellectual disability in a full guardianship.
999	1001		491
1000	1002		(2)(a) A guardian shall diligently and in good faith carry out the specific duties, powers,
1001	1003		492
1002	1004		and rights that the guardian is granted under this section and in the order of
1003	1005		493
1004	1006		appointment entered under Section 75-5-609.
1005	1007		494
1006	1008		(b) A guardian is not liable to a third person for acts of the individual with a severe
1007	1009		495
1008	1010		intellectual disability solely by reason of the guardian having the same powers,
1009	1011		496
1010	1012		rights, and duties as a parent with respect to the parent's unemancipated minor child.
1011	1013		497
1012	1014		(3)(a) In carrying out duties, powers, and rights that a guardian is granted, the guardian
1013	1015		498
1014	1016		shall encourage the individual with a severe intellectual disability, to the extent
1015	1017		499
1016	1018		practicable, to participate in decisions, exercise self-determination, act on the
1017	1019		500
1018	1020		individual's own behalf, and develop the skills to manage the individual's personal
1019	1021		501
1020	1022		affairs.
1021	1023		502
1022	1024		(b) To the extent known, a guardian shall consider the expressed desires, preferences,
1023	1025		503
1024	1026		and personal values of the individual with a severe intellectual disability when
1025		-	- 15 - S.B. 199 Enrolled Copy
1026	1027		504
1027	1028		making decisions about the individual.
1028	1029		505
1029	1030		(4) A guardian is entitled to custody of the individual with a severe intellectual disability to
	1031	+	- 15 - 1st Sub. (Green) S.B. 199 02-13 14:19
1030	1032		506
1031	1033		the extent that the custody is consistent with the terms of any order by a court relating to
1032	1034		507
1033	1035		the detention and commitment of the individual.
1034	1036		508
1035	1037		(5) If a guardian has custody of the individual with a severe intellectual disability under
1036	1038		509
1037	1039		Subsection (4), the guardian:
1038	1040		510
1039	1041		(a) may establish the individual's place of residence within, or outside of, this state; and
1040	1042		511
1041	1043		(b) shall provide for the care, comfort, and maintenance of the individual and arrange for
1042	1044		512
1043	1045		the individual's training and education whenever appropriate.
1044	1046		513
1045	1047		(6) Without regard to the custodial rights of the individual with a severe intellectual
1046	1048		514
1047	1049		disability, a guardian shall take reasonable care of the individual's clothing, furniture,
1048	1050		515
1049	1051		vehicles, and other personal effects and commence protective proceedings if other
1050	1052		516
1051	1053		property of the individual is in need of protection.
1052	1054		517
1053	1055		(7) A guardian of the individual with a severe intellectual disability may:
1054	1056		518
1055	1057		(a) give the consent or approval that may be necessary to enable the individual to receive
1056	1058		519
1057	1059		medical or other professional care, counsel, treatment, or service;
1058	1060		520
1059	1061		(b) restrict or prohibit the individual's association with relatives and acquaintances if the
1060	1062		521
1061	1063		guardian deems that the association is harmful to the individual; and
1062	1064		522
1063	1065		(c) restrict the individual from taking or consuming:
1064	1066		523
1065	1067		(i) a drug, as defined in Section 58-17b-102, that has not been prescribed to the
1066	1068		524
1067	1069		individual;
1068	1070		525
1069	1071		(ii) a tobacco product, an electronic cigarette product, or a nicotine product, as those
1070	1072		526
1071	1073		terms are defined in Section 76-10-101;
1072	1074		527
1073	1075		(iii) alcohol;
1074	1076		528
1075	1077		(iv) pornography; or
1076	1078		529
1077	1079		(v) a legal substance or activity that would be harmful to the health and wellbeing of
1078	1080		530
1079	1081		the individual.
1080	1082		531
1081	1083		(8)(a) A guardian of the individual with a severe intellectual disability shall:
1082	1084		532
1083	1085		(i) notify any interested person named in the order of appointment under Subsection
1084	1086		533
1085	1087		75-5-609(4) of any significant health care or treatment received by the individual;
1086	1088		534
1087	1089		(ii) immediately notify persons who request notification and are not restricted in
1088	1090		535
1089	1091		associating with the individual of:
1090	1092		536
1091	1093		(A) the individual's admission to a hospital for three or more days or to a hospice
1092	1094		537
1093	1095		program;
1094		-	- 16 - Enrolled Copy S.B. 199
1095	1096		538
1096	1097		(B) the individual's death; or
1097	1098		539
1098	1099		(C) the arrangements for the disposition of the individual's remains;
	1100	+	- 16 - 02-13 14:19 1st Sub. (Green) S.B. 199
1099	1101		540
1100	1102		(iii) immediately notify all interested persons if the guardian reasonably believes that
1101	1103		541
1102	1104		the individual's death is likely to occur within the next 10 days, based on:
1103	1105		542
1104	1106		(A) the guardian's own observations; or
1105	1107		543
1106	1108		(B) information from the individual's physician or other medical care providers;
1107	1109		544
1108	1110		and
1109	1111		545
1110	1112		(iv) provide the court with a current address of an individual if the guardian moves
1111	1113		546
1112	1114		the individual.
1113	1115		547
1114	1116		(b) For purposes of this Subsection (8), an interested person is a person required to
1115	1117		548
1116	1118		receive notice in guardianship proceedings as described in Section 75-5-605.
1117	1119		549
1118	1120		(9) If a conservator has not been appointed for the estate of the individual with a severe
1119	1121		550
1120	1122		intellectual disability, a guardian may:
1121	1123		551
1122	1124		(a) institute proceedings to compel any person under a duty to support the individual or
1123	1125		552
1124	1126		to pay sums for the welfare of the individual to perform that duty;
1125	1127		553
1126	1128		(b) receive money and tangible property deliverable to the individual and apply the
1127	1129		554
1128	1130		money and property for support, care, and education of the individual, except that:
1129	1131		555
1130	1132		(i) the guardian may not use funds from the individual's estate for room and board
1131	1133		556
1132	1134		that the guardian or the guardian's family member or relative has furnished unless
1133	1135		557
1134	1136		a charge for the service is approved by order of the court made upon notice to at
1135	1137		558
1136	1138		least one adult relative in the nearest degree of kinship to the individual in which
1137	1139		559
1138	1140		there is an adult; and
1139	1141		560
1140	1142		(ii) the guardian shall manage the individual's money and property in a prudential
1141	1143		561
1142	1144		manner to ensure that the individual qualifies for disability benefits.
1143	1145		562
1144	1146		(10)(a) If a conservator has not been appointed for the estate of the individual with a
1145	1147		563
1146	1148		severe intellectual disability, and except as provided in Subsection (13)(b), a guardian
1147	1149		564
1148	1150		shall:
1149	1151		565
1150	1152		(i) send a report with a full account to the court on an annual basis if the individual's
1151	1153		566
1152	1154		estate is in excess of $50,000 excluding the residence, if any, owned by the
1153	1155		567
1154	1156		individual; or
1155	1157		568
1156	1158		(ii) fill out an informal annual report and mail the report to the court if the
1157	1159		569
1158	1160		individual's estate is less than $50,000 excluding the residence, if any, owned by
1159	1161		570
1160	1162		the individual.
1161	1163		571
1162	1164		(b) An accounting report under Subsection (10)(a) shall include a statement regarding:
1163		-	- 17 - S.B. 199 Enrolled Copy
1164	1165		572
1165	1166		(i) all assets at the beginning and end of the reporting year;
1166	1167		573
1167	1168		(ii) any income received during the year;
	1169	+	- 17 - 1st Sub. (Green) S.B. 199 02-13 14:19
1168	1170		574
1169	1171		(iii) any disbursements for the support of the individual with a severe intellectual
1170	1172		575
1171	1173		disability;
1172	1174		576
1173	1175		(iv) any investments or trusts that are held for the individual's benefit;
1174	1176		577
1175	1177		(v) any expenditures or fees charged to the individual's estate; and
1176	1178		578
1177	1179		(vi) any other expenses incurred by the individual's estate.
1178	1180		579
1179	1181		(c) The court may require additional information in an accounting report under
1180	1182		580
1181	1183		Subsection (10)(a).
1182	1184		581
1183	1185		(d) The Judicial Council shall approve forms for the accounting reports described in
1184	1186		582
1185	1187		Subsection (10)(a).
1186	1188		583
1187	1189		(e) An annual accounting report under Subsection (10)(a) shall be examined and
1188	1190		584
1189	1191		approved by the court.
1190	1192		585
1191	1193		(f) If the income of the individual with a severe intellectual disability is limited to a
1192	1194		586
1193	1195		federal or state program requiring an annual accounting report, a copy of that report
1194	1196		587
1195	1197		may be submitted to the court in lieu of the required annual accounting report under
1196	1198		588
1197	1199		Subsection (10)(a).
1198	1200		589
1199	1201		(g)(i) A corporate fiduciary is not required to petition the court, but shall submit the
1200	1202		590
1201	1203		corporate fiduciary's internal report annually to the court.
1202	1204		591
1203	1205		(ii) The report under Subsection (10)(g)(i) shall be examined and approved by the
1204	1206		592
1205	1207		court.
1206	1208		593
1207	1209		(h) If a fee is paid for an accounting of the estate of the individual with a severe
1208	1210		594
1209	1211		intellectual disability, a fee may not be charged for an accounting of the individual's
1210	1212		595
1211	1213		status under Subsection (13).
1212	1214		596
1213	1215		(11) If a conservator has been appointed for the estate of the individual with a severe
1214	1216		597
1215	1217		intellectual disability, a guardian shall:
1216	1218		598
1217	1219		(a) control the custody and care of the individual and is entitled to receive reasonable
1218	1220		599
1219	1221		sums for services and for room and board furnished to the individual as agreed upon
1220	1222		600
1221	1223		between the guardian and the conservator if the amounts agreed upon are reasonable
1222	1224		601
1223	1225		under the circumstances;
1224	1226		602
1225	1227		(b) pay all of the individual's estate received by the guardian in excess of those funds
1226	1228		603
1227	1229		expended to meet current expenses for support, care, and education of the individual
1228	1230		604
1229	1231		to the conservator for management of the individual's estate as provided in this
1230	1232		605
1231	1233		chapter; and
1232		-	- 18 - Enrolled Copy S.B. 199
1233	1234		606
1234	1235		(c) account to the conservator for funds expended to meet current expenses for support,
1235	1236		607
1236	1237		care, and education of the individual.
	1238	+	- 18 - 02-13 14:19 1st Sub. (Green) S.B. 199
1237	1239		608
1238	1240		(12) If a conservator has been appointed for the estate of the individual with a severe
1239	1241		609
1240	1242		intellectual disability, a guardian may request the conservator to expend the individual's
1241	1243		610
1242	1244		estate by payment to third persons or institutions for the individual's care and
1243	1245		611
1244	1246		maintenance.
1245	1247		612
1246	1248		(13)(a) Except as provided in Subsection (13)(b), the guardian shall provide an annual
1247	1249		613
1248	1250		accounting of the individual's status, including a report of the physical and mental
1249	1251		614
1250	1252		condition of the individual, the individual's estate that has been subject to the
1251	1253		615
1252	1254		guardian's possession, and the individual's place of residence and others living in the
1253	1255		616
1254	1256		same household, to the court in the petition or the annual report as required under
1255	1257		617
1256	1258		Subsection (10).
1257	1259		618
1258	1260		(b) The guardian is not required to provide an annual report or accounting described in
1259	1261		619
1260	1262		Subsection (10)(a) or (13)(a) if the guardian is the parent, grandparent, or sibling of
1261	1263		620
1262	1264		the individual with a severe intellectual disability.
1263	1265		621
1264	1266		(14)(a) The court may impose a penalty in an amount not to exceed $5,000 if a guardian:
1265	1267		622
1266	1268		(i) makes a substantial misstatement on filings of annual reports;
1267	1269		623
1268	1270		(ii) is guilty of gross impropriety in handling the property of the individual with a
1269	1271		624
1270	1272		severe intellectual disability; or
1271	1273		625
1272	1274		(iii) willfully fails to file the report required by this section after receiving written
1273	1275		626
1274	1276		notice from the court of the failure to file and after a grace period of two months
1275	1277		627
1276	1278		has elapsed.
1277	1279		628
1278	1280		(b) The court may order restitution of funds misappropriated from the estate of the
1279	1281		629
1280	1282		individual with a severe intellectual disability.
1281	1283		630
1282	1284		(c) A penalty under this Subsection (14) shall be paid by the guardian and may not be
1283	1285		631
1284	1286		paid by the individual or the individual's estate.
1285	1287		632
1286	1288		(15) A person who refuses to accept the authority of a guardian with authority over
1287	1289		633
1288	1290		financial decisions to transact business with the assets of the individual with a severe
1289	1291		634
1290	1292		intellectual disability after receiving a certified copy of letters of guardianship is liable
1291	1293		635
1292	1294		for costs, expenses, attorney fees, and damages if the court determines that the person
1293	1295		636
1294	1296		did not act in good faith in refusing to accept the authority of the guardian.
1295	1297		637
1296	1298		Section 16. Section 75-5-612 is enacted to read:
1297	1299		638
1298	1300		75-5-612 . Removal or resignation of a guardian.
1299	1301		639
1300	1302		(1) On a petition of resignation from a guardian of an individual with a severe intellectual
1301		-	- 19 - S.B. 199 Enrolled Copy
1302	1303		640
1303	1304		disability, the court may:
1304	1305		641
1305	1306		(a) accept the guardian's resignation; or
	1307	+	- 19 - 1st Sub. (Green) S.B. 199 02-13 14:19
1306	1308		642
1307	1309		(b) make any other order that is appropriate.
1308	1310		643
1309	1311		(2) On a petition of removal of a guardian from the individual with a severe intellectual
1310	1312		644
1311	1313		disability or any person interested in the individual's welfare, the court may remove a
1312	1314		645
1313	1315		guardian if:
1314	1316		646
1315	1317		(a) the guardian obtained the appointment by fraud, deceit, or gross misrepresentation;
1316	1318		647
1317	1319		(b) the guardian fails to perform the guardian's duties or responsibilities described in:
1318	1320		648
1319	1321		(i) Section 75-5-611 if the individual is in full guardianship; or
1320	1322		649
1321	1323		(ii) Section 75-5-312 if the individual is in a limited guardianship;
1322	1324		650
1323	1325		(c) the guardian is unable to perform the guardian's duties or responsibilities due to
1324	1326		651
1325	1327		incapacity or illness;
1326	1328		652
1327	1329		(d) the guardian fails to use reasonable care and diligence in the management of the
1328	1330		653
1329	1331		individual's estate;
1330	1332		654
1331	1333		(e) the individual is in a limited guardianship, the guardian is not permitted to restrict the
1332	1334		655
1333	1335		individual's association, and the guardian is found by the court to have filed a petition
1334	1336		656
1335	1337		frivolously or in bad faith under Section 75-5-312.5;
1336	1338		657
1337	1339		(f) the guardian's interests have become adverse to the faithful performance of the
1338	1340		658
1339	1341		guardian's duties and there is a risk that the guardian will fail to faithfully perform the
1340	1342		659
1341	1343		guardian's duties; or
1342	1344		660
1343	1345		(g) removal of the guardian would be in the best interest of the individual.
1344	1346		661
1345	1347		(3) If the court removes a guardian under Subsection (2), the court may:
1346	1348		662
1347	1349		(a) appoint a successor guardian; or
1348	1350		663
1349	1351		(b) make any other order that is appropriate.
1350	1352		664
1351	1353		(4) On a petition of resignation or removal of a guardian, the court shall follow the same
1352	1354		665
1353	1355		procedures to safeguard the rights of the individual with a severe intellectual disability
1354	1356		666
1355	1357		on a petition for appointment of a guardian under Sections 75-5-603, 75-5-604, 75-5-606,
1356	1358		667
1357	1359		and 75-5-607.
1358	1360		668
1359	1361		(5) The court is not required to appoint an attorney to represent the individual with a severe
1360	1362		669
1361	1363		intellectual disability upon the removal or resignation of the individual's guardian if the
1362	1364		670
1363	1365		case is uncontested and the individual's incapacity is not at issue.
1364	1366		671
1365	1367		Section 17. Section 75-5-613 is enacted to read:
1366	1368		672
1367	1369		75-5-613 . Termination of guardianship for an individual with a severe
1368	1370		673
1369	1371		intellectual disability.
1370		-	- 20 - Enrolled Copy S.B. 199
1371	1372		674
1372	1373		(1)(a) An individual with a severe intellectual disability, or any person interested in the
1373	1374		675
1374	1375		individual's welfare, may petition for an order:
	1376	+	- 20 - 02-13 14:19 1st Sub. (Green) S.B. 199
1375	1377		676
1376	1378		(i) that the individual is not an individual with a severe intellectual disability; and
1377	1379		677
1378	1380		(ii) for removal or resignation of the guardian in accordance with Section 75-5-612.
1379	1381		678
1380	1382		(b) The court may specify a minimum period of time, not exceeding one year, during
1381	1383		679
1382	1384		which no petition for the termination of a guardianship for an individual with a
1383	1385		680
1384	1386		severe intellectual disability can be filed without leave from the court.
1385	1387		681
1386	1388		(c) A request for the order described in this Subsection (1) may be made by informal
1387	1389		682
1388	1390		letter to the court.
1389	1391		683
1390	1392		(d) Any person who knowingly interferes with a request described in Subsection (1)(a)
1391	1393		684
1392	1394		may be sanctioned by the court.
1393	1395		685
1394	1396		(2) Notwithstanding Subsection (1), the authority and responsibility of a guardian for an
1395	1397		686
1396	1398		individual with a severe intellectual disability terminates upon:
1397	1399		687
1398	1400		(a) the death of the guardian or the individual;
1399	1401		688
1400	1402		(b) the determination that the guardian is incapacitated; or
1401	1403		689
1402	1404		(c) the removal or resignation of the guardian in accordance with Section 75-5-612.
1403	1405		690
1404	1406		(3) Resignation of a guardian does not terminate the guardianship until the resignation has
1405	1407		691
1406	1408		been approved by the court.
1407	1409		692
1408	1410		(4) Termination of a guardian does not affect the guardian's liability for the guardian's prior
1409	1411		693
1410	1412		acts or the guardian's obligation to account for funds and assets of the individual with a
1411	1413		694
1412	1414		severe intellectual disability.
1413	1415		695
1414	1416		(5) On a petition to order that an individual is no longer an individual with a severe
1415	1417		696
1416	1418		intellectual disability, the court shall follow the same procedures to safeguard the rights
1417	1419		697
1418	1420		of the individual with a severe intellectual disability on a petition for appointment of a
1419	1421		698
1420	1422		guardian under Sections 75-5-603, 75-5-604, 75-5-606, and 75-5-607.
1421	1423		699
1422	1424		Section 18. Repealer.
1423	1425		700
1424	1426		This bill repeals:
1425	1427		701
1426	1428		Section 75-5-308, Visitor in guardianship proceeding.
1427	1429		702
1428	1430		Section 19. Effective Date.
1429	1431		703
1430	1432		This bill takes effect on May 7, 2025.
1431	1433		- 21 -