1-1     By:  Ellis                                            S.B. No. 1021
 1-2           (In the Senate - Filed March 9, 1999; March 10, 1999, read
 1-3     first time and referred to Committee on Jurisprudence;
 1-4     March 25, 1999, reported adversely, with favorable Committee
 1-5     Substitute by the following vote:  Yeas 3, Nays 0; March 25, 1999,
 1-6     sent to printer.)
 1-7     COMMITTEE SUBSTITUTE FOR S.B. No. 1021                   By:  Ellis
                                A BILL TO BE ENTITLED
 1-8                                   AN ACT
 1-9     relating to records of probate and guardianship proceedings.
1-10           BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS:
1-11           SECTION 1.  Chapter I, Texas Probate Code, is amended by
1-12     amending Sections 15, 17, and 18 and adding Section 17A to read as
1-13     follows:
1-14           Sec. 15.  CASE FILES [PROBATE MINUTES AND PAPERS TO BE
1-15     RECORDED THEREIN].  The county clerk shall maintain a case file for
1-16     each decedent's estate in which a probate proceeding has been
1-17     filed.  The case file must contain [keep a record book styled
1-18     "Probate Minutes," and shall enter therein in full] all orders,
1-19     judgments, [decrees,] and proceedings of the court and any other
1-20     probate filing with the court, including all [together with the
1-21     following]:
1-22                 (1) [(a)  All] applications for the probate of wills
1-23     and for the granting of administration;[.]
1-24                 (2) [(b)  All] citations and notices, whether published
1-25     or posted, with the returns thereon;[.]
1-26                 (3) [(c)  All] wills and the testimony upon which the
1-27     same are admitted to probate, provided that the substance only of
1-28     depositions shall be recorded;[.]
1-29                 (4) [(d)  All] bonds and official oaths;[.]
1-30                 (5) [(e)  All] inventories, appraisements, and lists of
1-31     claims;[.]
1-32                 (6) [(f)  All] exhibits and accounts;[.]
1-33                 (7) [(g)  All] reports of hiring, renting, or sale;[.]
1-34                 (8) [(h)  All] applications for sale or partition of
1-35     real estate and reports of sale and of commissioners of
1-36     partition;[.]
1-37                 (9) [(i)  All] applications for authority to execute
1-38     leases for mineral development, or for pooling or unitization of
1-39     lands, royalty, or other interest in minerals, or to lend or invest
1-40     money; and[.]
1-41                 (10) [(j)  All] reports of lending or investing money.
1-42           Sec. 17.  MAINTAINING RECORDS IN LIEU OF RECORD BOOKS.  In
1-43     lieu of keeping the record books described by Sections 13, 14, and
1-44     16 of this code, the county clerk may maintain the information
1-45     relating to a person's or estate's probate proceedings maintained
1-46     in those record books on a computer file, on microfilm, in the form
1-47     of a digitized optical image, or in another similar form of data
1-48     compilation.
1-49           Sec. 17A.  INDEX.  The county clerk shall properly index the
1-50     records [each record book,] and [shall] keep the index [it] open
1-51     for public inspection, but may [shall] not release the index from
1-52     the clerk's [let it out of his] custody.
1-53           Sec. 18.  USE OF RECORDS AS EVIDENCE.  The record books or
1-54     individual case files, including records on a computer file, on
1-55     microfilm, in the form of a digitized optical image, or in another
1-56     similar form of data compilation described in preceding sections
1-57     [Sections] of this code [Code], or certified copies or
1-58     reproductions of the records [thereof], shall be evidence in any
1-59     court of this state [State].
1-60           SECTION 2.  Subpart C, Part 2, Chapter XIII, Texas Probate
1-61     Code, is amended by amending Sections 625, 627, and 628 and adding
1-62     Section 627A to read as follows:
1-63           Sec. 625.  CASE FILES [GUARDIANSHIP MINUTES AND PAPERS TO BE
1-64     RECORDED THEREIN].  The county clerk shall maintain a case file for
 2-1     each person's filed guardianship proceedings.  The case file must
 2-2     contain [keep a record book styled "Guardianship Minutes" and shall
 2-3     enter in the guardianship minutes] all orders [in full], judgments,
 2-4     [decrees,] and proceedings of the court and any other guardianship
 2-5     filing with the court, including [in addition to] all:
 2-6                 (1)  applications for the granting of guardianship;
 2-7                 (2)  citations and notices, whether published or
 2-8     posted, with the returns on the citations and notices;
 2-9                 (3)  bonds and official oaths;
2-10                 (4)  inventories, appraisements, and lists of claims;
2-11                 (5)  exhibits and accounts;
2-12                 (6)  reports of hiring, renting, or sale;
2-13                 (7)  applications for sale or partition of real estate
2-14     and reports of sale and of commissioners of partition;
2-15                 (8)  applications for authority to execute leases for
2-16     mineral development, or for pooling or unitization of lands,
2-17     royalty, or other interest in minerals, or to lend or invest money;
2-18                 (9)  reports of lending or investing money; and
2-19                 (10)  reports of guardians of the persons.
2-20           Sec. 627.  MAINTAINING RECORDS IN LIEU OF RECORD BOOKS.  In
2-21     lieu of keeping the record books described by Sections 623, 624,
2-22     and 626 of this code, the county clerk may maintain the information
2-23     relating to a person's guardianship proceeding maintained in those
2-24     record books on a computer file, on microfilm, in the form of a
2-25     digitized optical image, or in another similar form of data
2-26     compilation.
2-27           Sec. 627A.  INDEX.  The county clerk shall properly index the
2-28     records [each record book] and keep the index [it] open for public
2-29     inspection but may not release the index [it] from the clerk's
2-30     custody.
2-31           Sec. 628.  USE OF RECORDS AS EVIDENCE.  The record books or
2-32     individual case files, including records on a computer file, on
2-33     microfilm, in the form of a digitized optical image, or in another
2-34     similar form of data compilation described in other sections of
2-35     this chapter, or certified copies or reproductions of the records,
2-36     [record books] shall be [are] evidence in any court of this  state.
2-37           SECTION 3.  This Act takes effect September 1, 1999.
2-38           SECTION 4.  The importance of this legislation and the
2-39     crowded condition of the calendars in both houses create an
2-40     emergency and an imperative public necessity that the
2-41     constitutional rule requiring bills to be read on three several
2-42     days in each house be suspended, and this rule is hereby suspended.
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