By Ellis                                         S.B. No. 318

      75R519 CLG-D                           

                                A BILL TO BE ENTITLED

 1-1                                   AN ACT

 1-2     relating to bonds and reports required of guardians of persons with

 1-3     mental incapacities.

 1-4           BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS:

 1-5           SECTION 1.  Section 702, Texas Probate Code, is amended by

 1-6     amending Subsection (a) and adding Subsection (d) to read as

 1-7     follows:

 1-8           (a)  Except as provided by [Subsections (b) and (c) of] this

 1-9     section, a guardian of the person or of the estate of a ward is

1-10     required to give bond.

1-11           (d)  A bond is not required to be given by a guardian of the

1-12     person of a ward who, because of a mental condition, is

1-13     substantially without capacity to care for himself or herself and

1-14     to manage the ward's property if the guardian is the ward's spouse,

1-15     parent, sibling, or child and the court determines that:

1-16                 (1)  there is no reasonable expectation that the ward

1-17     will obtain or regain that capacity; and

1-18                 (2)  the ward's best interest does not require the

1-19     guardian to give the bond.

1-20           SECTION 2.  Section 743, Texas Probate Code, is amended by

1-21     amending the section heading and adding Subsection (j) to read as

1-22     follows:

1-23           Sec. 743.  Reports of Guardians of the Person OF CERTAIN

1-24     WARDS.

 2-1           (j)  This section does not apply to the guardian of a ward

 2-2     who, because of a permanent mental condition, is substantially

 2-3     without capacity to care for himself or herself and to manage the

 2-4     ward's property.

 2-5           SECTION 3.  Subpart B, Part 4, Chapter XIII, Texas Probate

 2-6     Code, is amended by adding Section 743A to read as follows:

 2-7           Sec. 743A.  REPORTS OF GUARDIANS OF THE PERSON OF WARDS WITH

 2-8     MENTAL INCAPACITIES.  (a)  A guardian of the person of a ward who,

 2-9     because of a permanent mental condition, is substantially without

2-10     capacity to care for himself or herself and to manage the ward's

2-11     property shall file a report that contains the information required

2-12     by Sections 743(a) and (b) of this code in the same manner provided

2-13     by those sections.

2-14           (b)  If the ward is deceased, the guardian shall provide the

2-15     court with the date and place of death, if known, in lieu of the

2-16     information about the ward otherwise required to be provided in the

2-17     report.

2-18           (c)  The initial report must cover a 12-month reporting

2-19     period that begins on the date the guardian qualifies to serve.

2-20     The court may change a reporting period for purposes of this

2-21     subsection but may not extend a reporting period so that it covers

2-22     more than 12 months.

2-23           (d)  If the court is satisfied that the facts stated in the

2-24     report are true, the court shall approve the report.  Unless the

2-25     court is satisfied that the facts stated in the report are true,

2-26     the court shall issue orders as necessary for the best interests of

2-27     the ward.

 3-1           (e)  Except as provided by Subsection (f) of this section,

 3-2     the guardian shall continue to file the report once each year for

 3-3     the duration of the guardianship to the extent and in the same

 3-4     manner provided for by Sections 743(g)-(i) of this code.

 3-5           (f)  The guardian shall continue to file the report once

 3-6     every three years for the duration of the guardianship only if:

 3-7                 (1)  the court approved the preceding report without

 3-8     any changes regardless of whether the report was filed under this

 3-9     subsection or Subsection (e) of this section;

3-10                 (2)  the guardian is the spouse, parent, sibling, or

3-11     child of the ward; and

3-12                 (3)  the court determines the ward's best interest does

3-13     not require an annual report.

3-14           (g)  The report required by Subsection (f) of this section

3-15     must cover a 12-month reporting period that begins on the second

3-16     anniversary of the date on which the preceding reporting period

3-17     ended.

3-18           (h)  Each report is due not later than the 60th day after the

3-19     date on which the reporting period ends.

3-20           SECTION 4.  (a)  This Act applies to:

3-21                 (1)  an application for the appointment of a guardian

3-22     that is filed on or after September 1, 1997; and

3-23                 (2)  an application for the appointment of a guardian

3-24     that is filed before September 1, 1997, in which a guardianship has

3-25     not been created.

3-26           (b)  An application described by Subsection (a)(2) of this

3-27     section must be modified to conform to the changes in law made by

 4-1     this Act.

 4-2           (c)  A guardianship existing on September 1, 1997, must be

 4-3     modified to conform to the changes in law made by this Act.

 4-4           SECTION 5.  This Act takes effect September 1, 1997.

 4-5           SECTION 6.  The importance of this legislation and the

 4-6     crowded condition of the calendars in both houses create an

 4-7     emergency and an imperative public necessity that the

 4-8     constitutional rule requiring bills to be read on three several

 4-9     days in each house be suspended, and this rule is hereby suspended.