BILL ANALYSIS S.B. 1212 By: Ellis Jurisprudence 5-3-95 Committee Report (Amended) BACKGROUND There are several ambiguous and conflicting provisions in the statutes dealing with the authority of the attorney general in charitable trust matters. PURPOSE As proposed, S.B. 1212 sets forth requirements for the venue, notice, and participation of the attorney general in proceedings involving charitable trusts. RULEMAKING AUTHORITY It is the committee's opinion that this bill does not grant any additional rulemaking authority to a state officer, institution, or agency. SECTION BY SECTION ANALYSIS SECTION 1. Amends Section 115.011(c), Property Code, to require the attorney general to be given notice, rather than made a party to and given notice, of any proceeding involving a charitable trust. Makes conforming changes. SECTION 2. Amends Section 123.001, Property Code, to define "fiduciary or managerial agent," and to make a nonsubstantive change. SECTION 3. Amends Section 123.003(a), Property Code, to require any party initiating a proceeding involving a charitable trust to give notice to the attorney general within 30 days of the filing of such petition or other instrument, but no less than 10 days prior to a hearing. (b) Requires notice to be given to the attorney general of any pleading which adds new causes of action or additional parties to a proceeding involving a charitable trust in which the attorney general has previously waived participation or otherwise failed to intervene. Requires notice to be given by sending to the attorney general a true copy of the pleading within 30 days of filing the pleading, but no less than 10 days prior to a hearing in the proceeding. (c) Redesignates existing Subsection (b). SECTION 4. Amends Section 123.005, Property Code, to require venue in a proceeding brought by the attorney general alleging breach of a fiduciary duty by a fiduciary or managerial agent of a charitable trust to be a court of competent jurisdiction in Travis County or in the county where the defendant resides, has its principal place of business, or has a fixed and established place of business at the time the suit is brought. Makes conforming changes. SECTION 5. Makes application of this Act prospective. SECTION 6. Effective date: September 1, 1995. SECTION 7. Severability clause. SECTION 8. Emergency clause.