Florida Senate - 2008 SB 1124
By Senator Aronberg
27-00153A-08 20081124__
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A bill to be entitled
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An act relating to summary guardianship; creating s.
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394.45983, F.S.; establishing summary guardianship for
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persons with mental illness; providing for a petition,
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notice, hearing, and counsel for appointing a summary
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guardian; providing for a court order; providing the
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powers and duties of a summary guardian; providing for
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court costs; creating s. 394.45985, F.S.; specifying that
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a person with mental illness who has met certain criteria
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may not be presumed to be incapacitated for the purpose of
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appointing a guardian; creating s. 744.3086, F.S.;
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providing that a summary guardian may be appointed without
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an adjudication of incapacity; providing an effective
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date.
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Be It Enacted by the Legislature of the State of Florida:
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Section 1. Section 394.45983, Florida Statutes, is created
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to read:
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394.45983 Summary guardian.--
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(1) APPOINTMENT.--A circuit court may appoint a summary
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guardian, without an adjudication of incapacity, for a person
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with mental illness if the person lacks the capacity to do some,
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but not all, of the tasks necessary to care for his or her
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person, property, or estate or if the person has voluntarily
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petitioned for the appointment of a summary guardian. Except as
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otherwise specified, the proceeding shall be governed by the
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Florida Rules of Civil Procedure.
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(2) PETITION.--A petition to appoint a summary guardian for
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a person with mental illness may be executed by an adult who is a
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resident of this state. The petition must be verified and must:
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(a) State the name, age, and present address of the
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petitioner and his or her relationship to the person with mental
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illness;
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(b) State the name, age, county of residence, and present
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address of the person with mental illness;
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(c) Allege that the petitioner believes that the person
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with mental illness needs a summary guardian and specify the
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factual information on which such belief is based;
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(d) Specify the exact areas in which the person lacks the
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capacity to make informed decisions about his or her care and
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treatment services or to meet the essential requirements for his
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or her physical health or safety;
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(e) Specify the legal disabilities to which the person is
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subject; and
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(f) State the name of the proposed summary guardian, the
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relationship of that person to the person with mental illness,
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and the reason why a summary guardian should be appointed. If a
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willing and qualified summary guardian cannot be located, the
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petition must so state.
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(3) NOTICE.--
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(a) Notice of the filing of the petition must be given to
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the person with mental illness, both verbally and in writing, in
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the language of the person and in English. Notice must also be
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given to the person's next of kin and to other persons as the
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court directs. A copy of the petition to appoint a summary
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guardian must be served with the notice.
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(b) The notice must state that a hearing will be held to
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inquire into the capacity of the person with mental illness as
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described in the petition. The notice must also state the date of
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the hearing on the petition.
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(c) The notice must state that the person with mental
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illness has the right to be represented by counsel of his or her
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own choice and that if the person cannot afford an attorney, the
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court will appoint one.
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(4) COUNSEL.--
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(a) Every person with mental illness who is the subject of
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a petition to appoint a summary guardian must be represented by
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an attorney of his or her choice.
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(b) If the person cannot afford an attorney, the court
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shall appoint one. The court shall appoint counsel if no
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appearance has been filed within 10 business days before the
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hearing.
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(5) HEARING.--
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(a) Upon the filing of the petition to appoint a summary
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guardian, the court shall set a date for holding a hearing on the
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petition. The hearing must be held as soon as practicable after
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the petition is filed, but a reasonable delay for the purpose of
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investigation, discovery, or procuring counsel or witnesses may
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be granted as necessary.
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(b) The hearing must be held at the time and place
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specified in the notice of hearing and must be conducted in a
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manner consistent with due process.
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(c) The person with mental illness has the right to be
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present at the hearing and shall be present unless good cause to
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exclude the person can be shown. The person with mental illness
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has the right to remain silent, to present evidence, to call and
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cross-examine witnesses, and to have the hearing open or closed,
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as the person chooses.
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(d) At the hearing, the court shall receive and consider
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all reports relevant to the person's mental illness, including
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the person's clinical record, psychiatric evaluation, and other
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professional reports documenting the person's condition and needs
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deemed necessary for his or her well-being.
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(e) The Florida Evidence Code, chapter 90, applies at the
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hearing. The burden of proof must be by clear and convincing
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evidence.
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(6) COURT ORDER.--If the court finds that the person with
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mental illness requires the appointment of a summary guardian,
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the court shall enter a written order appointing the guardian and
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containing the findings of facts and conclusions of law on which
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the court made its decision, including:
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(a) The nature and scope of the person's incapacity;
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(b) The exact areas in which the individual lacks capacity
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to make informed decisions about care and treatment services or
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to meet the essential requirements for his or her physical health
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and safety;
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(c) The specific legal disabilities to which the person
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with mental illness is subject; and
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(d) The powers, duties, and responsibilities of the summary
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guardian, including bonding of the summary guardian as provided
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by s. 744.351.
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(7) LEGAL RIGHTS.--A person with mental illness for whom a
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summary guardian has been appointed retains all legal rights
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except those that have been specifically granted to the summary
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guardian.
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(8) POWERS AND DUTIES.--A summary guardian for a person
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with mental illness must be a person or corporation qualified to
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act as guardian, and has the same powers, duties, and
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responsibilities required of a guardian under chapter 744 or
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those defined by a court order issued under this section.
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However, a summary guardian is:
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(a) Exempted from rule 5.030, Florida Probate Rules; and
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(b) Not required to file an initial guardianship report
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an annual plan under s. 744.3675, or an annual accounting under
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s. 744.3678 if the court determines that the person with mental
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illness:
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1. Receives income only from supplemental or social
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security disability benefits and the summary guardian is the
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person's representative payee for those benefits; and
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2. Is receiving mental health services and has a clinical
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record with a service provider.
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(9) COURT COSTS.--In all proceedings under this section,
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the clerk of the circuit court is entitled to the service charges
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as provided by law, including the cost of recording the petition,
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bond, and decree and issuing an order of summary guardianship and
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letters, if any.
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Section 2. Section 394.45985, Florida Statutes, is created
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to read:
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394.45985 Appointment of a guardian.--A person with mental
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illness may not be presumed incapacitated for the purposes of
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appointing a guardian under chapter 744 solely due to a
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determination that the person has met the criteria for
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involuntary examination under s. 394.463, involuntary outpatient
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placement under s. 394.4655, involuntary inpatient placement
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under s. 394.467, appointment of a guardian advocate under s.
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394.4598, or the appointment of a summary guardian under s.
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394.45983. A determination of incapacity and the appointment of a
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guardian must be conducted in a separate proceeding according to
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the procedures and requirements of chapter 744 and the Florida
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Probate Rules.
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Section 3. Section 744.3086, Florida Statutes, is created
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to read:
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744.3086 Summary guardians.--A circuit court may appoint a
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summary guardian pursuant to s. 394.45985, without an
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adjudication of incapacity, for a person with mental illness if
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the person lacks the capacity to do some, but not all, of the
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tasks necessary to care for his or her person, property, or
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estate, or if the person has voluntarily petitioned for the
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appointment of a summary guardian. Unless otherwise specified,
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the proceeding shall be governed by the Florida Probate Rules. In
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accordance with the legislative intent of this chapter, courts
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are encouraged to consider appointing a summary guardian, when
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appropriate, as a less restrictive form of guardianship.
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Section 4. This act shall take effect July 1, 2008.
CODING: Words stricken are deletions; words underlined are additions.