Texas Probate Code
CHAPTER XIII. GUARDIANSHIPCode Resources
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PROBATE CODE CHAPTER XIII. GUARDIANSHIP PART A. DEFINITIONS; PURPOSE; APPLICABILITY; PROCEEDINGS IN REM § 601. DEFINITIONS. In this chapter: (1) "Attorney ad litem" means an attorney who is appointed by a court to represent and advocate on behalf of a proposed ward, an incapacitated person, or an unborn person in a guardianship proceeding. (2) "Authorized corporate surety" means a domestic or foreign corporation authorized to do business in this state to issue surety, guaranty, or indemnity bonds guaranteeing the fidelity of guardians. (3) "Child" includes a biological or adopted child, whether adopted by a parent under a statutory procedure or by acts of estoppel. (4) "Claims" includes a liability against the estate of a minor or an incapacitated person and debts due to the estate of a minor or an incapacitated person. (5) "Community administrator" means a spouse who is authorized to manage, control, and dispose of the entire community estate on the judicial declaration of incapacity of the other spouse, including the part of the community estate that the other spouse legally has the power to manage in the absence of the incapacity. (6) "Corporate fiduciary" means a financial institution as defined by Section 201.101, Finance Code, having trust powers, existing or doing business under the laws of this state, another state, or the United States, that is authorized by law to act under the order or appointment of any court of record, without giving bond, as a guardian, receiver, trustee, executor, or administrator, or, although without general depository powers, as a depository for any money paid into court, or to become sole guarantor or surety in or on any bond required to be given under the laws of this state. (7) "Court investigator" means a person appointed by a statutory probate court under Section 25.0025, Government Code. (8) "Court" or "probate court" means a county court in the exercise of its probate jurisdiction, a court created by statute and authorized to exercise original probate jurisdiction, or a district court exercising original probate jurisdiction in contested matters. (9) "Estate" or "guardianship estate" means the real and personal property of a ward or deceased ward, both as the property originally existed and as has from time to time changed in form by sale, reinvestment, or otherwise, and as augmented by any accretions and additions to (including any property to be distributed to the representative of the deceased ward by the trustee of a trust that terminates on the ward's death) or substitutions for the property, and as diminished by any decreases to or distributions from the property. (10) "Exempt property" refers to that property of a deceased ward's estate that is exempt from execution or forced sale by the constitution or laws of this state, and to the allowance in lieu of the property. (11) "Guardian" means a person who is appointed guardian under Section 693 of this code, or a temporary or successor guardian. Except as expressly provided otherwise, "guardian" includes the guardian of the estate and the guardian of the person of an incapacitated person. (12) "Guardian ad litem" means a person who is appointed by a court to represent the best interests of an incapacitated person in a guardianship proceeding. (12-a) "Guardianship Certification Board" means the Guardianship Certification Board established under Chapter 111, Government Code. (13) "Guardianship program" has the meaning assigned by Section 111.001, Government Code. (14) "Incapacitated person" means: (A) a minor; (B) an adult individual who, because of a physical or mental condition, is substantially unable to provide food, clothing, or shelter for himself or herself, to care for the individual's own physical health, or to manage the individual's own financial affairs; or (C) a person who must have a guardian appointed to receive funds due the person from any governmental source. (15) "Interested persons" or "persons interested" means an heir, devisee, spouse, creditor, or any other person having a property right in, or claim against, the estate being administered or a person interested in the welfare of an incapacitated person, including a minor. (16) "Minor" means a person who is younger than 18 years of age and who has never been married or who has not had the person's disabilities of minority removed for general purposes. (17) "Minutes" means the guardianship minutes. (18) "Mortgage" or "lien" includes a deed of trust; vendor's lien; chattel mortgage; mechanic's, materialman's, or laborer's lien; judgment, attachment, or garnishment lien; pledge by hypothecation; and a federal or state tax lien. (19) "Next of kin" includes an adopted child, the descendants of an adopted child, and the adoptive parent of an adopted child. (20) "Parent" means the mother of a child, a man presumed to be the biological father of a child, a man who has been adjudicated to be the biological father of a child by a court of competent jurisdiction, or an adoptive mother or father of a child, but does not include a parent as to whom the parent-child relationship has been terminated. (21) "Person" includes natural persons, corporations, and guardianship programs. (22) "Personal property" includes an interest in goods, money, choses in action, evidence of debts, and chattels real. (23) "Personal representative" or "representative" includes a guardian, and a successor guardian. (24) "Private professional guardian" has the meaning assigned by Section 111.001, Government Code. (25) "Proceedings in guardianship," "guardianship matter," "guardianship matters," "guardianship proceeding," and "proceedings for guardianship" are synonymous and include a matter or proceeding relating to a guardianship or any other matter addressed by this chapter. (26) "Property" includes both real and personal property. (27) "Proposed ward" means a person alleged to be incapacitated in a guardianship proceeding. (28) "Real property" includes estates and interests in lands, corporeal or incorporeal, legal or equitable, other than chattels real. (29) "Statutory probate court" means a statutory court designated as a statutory probate court under Chapter 25, Government Code. A county court at law exercising probate jurisdiction is not a statutory probate court under this chapter unless the court is designated a statutory probate court under Chapter 25, Government Code. (30) "Surety" includes a personal and a corporate surety. (31) "Ward" is a person for whom a guardian has been appointed. (32) The singular number includes the plural; the plural number includes the singular. (33) The masculine gender includes the feminine and neuter. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 1995, 74th Leg., ch. 1039, § 15, eff. Sept. 1, 1995; Acts 1997, 75th Leg., ch. 1376, § 1, eff. Sept. 1, 1997; Acts 1997, 75th Leg., ch. 52, § 2, eff. Sept. 1, 1997; Acts 1999, 76th Leg., ch. 344, § 6.005, eff. Sept. 1, 1999; Acts 1999, 76th Leg., ch. 379, § 2, eff. Sept. 1, 1999; Acts 2001, 77th Leg., ch. 217, § 2, eff. Sept. 1, 2001. Subsec. (12-a) added by Acts 2005, 79th Leg., ch. 268, § 3.05, eff. Sept. 1, 2005; Subsec. (13) amended by Acts 2005, 79th Leg., ch. 268, § 3.05, eff. Sept. 1, 2005; Subsec. (24) amended by Acts 2005, 79th Leg., ch. 268, § 3.05, eff. Sept. 1, 2005. § 602. POLICY; PURPOSE OF GUARDIANSHIP. A court may appoint a guardian with full authority over an incapacitated person or may grant a guardian limited authority over an incapacitated person as indicated by the incapacitated person's actual mental or physical limitations and only as necessary to promote and protect the well-being of the person. If the person is not a minor, the court may not use age as the sole factor in determining whether to appoint a guardian for the person. In creating a guardianship that gives a guardian limited power or authority over an incapacitated person, the court shall design the guardianship to encourage the development or maintenance of maximum self-reliance and independence in the incapacitated person. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 603. LAWS APPLICABLE TO GUARDIANSHIPS. (a) To the extent applicable and not inconsistent with other provisions of this code, the laws and rules governing estates of decedents apply to and govern guardianships. (b) A reference in other sections of this code or in other law to a person who is mentally, physically, or legally incompetent, a person who is judicially declared incompetent, an incompetent or an incompetent person, a person of unsound mind, or a habitual drunkard means an incapacitated person. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 604. PROCEEDING IN REM. From the filing of the application for the appointment of a guardian of the estate or person, or both, until the guardianship is settled and closed under this chapter, the administration of the estate of a minor or other incapacitated person is one proceeding for purposes of jurisdiction and is a proceeding in rem. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 605. COUNTY COURT JURISDICTION. The county court has the general jurisdiction of a probate court. The county court shall appoint guardians of minors and other incapacitated persons, grant letters of guardianship, settle accounts of guardians, and transact all business appertaining to estates subject to guardianship, including the settlement, partition, and distribution of the estates. The county court may also enter other orders as may be authorized under this chapter. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 606. JURISDICTION WITH RESPECT TO GUARDIANSHIP PROCEEDINGS. (a) Repealed by Acts 2003, 78th Leg., ch. 549, § 33. (b) In those counties in which there is no statutory probate court, county court at law, or other statutory court exercising the jurisdiction of a probate court, all applications, petitions, and motions regarding guardianships, mental health matters, and other matters covered by this chapter shall be filed and heard in the county court. In contested guardianship matters, the judge of the county court may on the judge's own motion, or shall on the motion of any party to the proceeding, according to the motion: (1) request the assignment of a statutory probate court judge to hear the contested portion of the proceeding, as provided by Section 25.0022, Government Code; or (2) transfer the contested portion of the proceeding to the district court, which may hear the transferred contested matter as if originally filed in the district court. (b-1) If the judge of the county court has not transferred a contested guardianship matter to the district court at the time a party files a motion for assignment of a statutory probate court judge, the county judge shall grant the motion and may not transfer the matter to the district court unless the party withdraws the motion. (b-2) A statutory probate court judge assigned to a contested guardianship matter as provided by Subsection (b) of this section has the jurisdiction and authority granted to a statutory probate court by Sections 607 and 608 of this code. On resolution of a contested matter, including an appeal of a matter, to which a statutory probate court judge has been assigned, the statutory probate court judge shall transfer the resolved portion of the case to the county court for further proceedings not inconsistent with the orders of the statutory probate court judge. (b-3) In contested matters transferred to the district court, the district court has the general jurisdiction of a probate court. On resolution of a contested matter, including an appeal of a matter, the district court shall transfer the resolved portion of the case to the county court for further proceedings not inconsistent with the orders of the district court. (b-4) The county court shall continue to exercise jurisdiction over the management of the guardianship with the exception of the contested matter until final disposition of the contested matter is made by the assigned judge or the district court. (b-5) If a contested portion of the proceeding is transferred to a district court under Subsection (b-3) of this section, the clerk of the district court may perform in relation to the transferred portion of the proceeding any function a county clerk may perform in that type of contested proceeding. (c) In those counties in which there is no statutory probate court, but in which there is a county court at law or other statutory court exercising the jurisdiction of a probate court, all applications, petitions, and motions regarding guardianships, mental health matters, or other matters addressed by this chapter shall be filed and heard in those courts and the constitutional county court, unless otherwise provided by law. The judge of a county court may hear any of those matters sitting for the judge of any other county court. Except as provided by Section 608 of this code, in contested guardianship matters, the judge of the constitutional county court may on the judge's own motion, and shall on the motion of a party to the proceeding, transfer the proceeding to the county court at law or a statutory court exercising the jurisdiction of a probate court other than a statutory probate court. The court to which the proceeding is transferred may hear the proceeding as if originally filed in the court. (d) In those counties in which there is a statutory probate court, all applications, petitions, and motions regarding guardianships, mental health matters, or other matters addressed by this chapter shall be filed and heard in the statutory probate court. (e) A court that exercises original probate jurisdiction has the power to hear all matters incident to an estate. After a guardianship of the estate of a ward is required to be settled as provided by Section 745 of this chapter, the court exercising original probate jurisdiction over the settling of the former ward's estate has the jurisdiction to hear: (1) an action brought by or on behalf of the former ward against a former guardian of the ward for alleged misconduct arising from the performance of the person's duties as guardian; (2) an action against a former guardian of the former ward that is brought by a surety that is called on to perform in place of the former guardian; (3) a claim for the payment of compensation, expenses, and court costs and any other matter authorized under Subpart H, Part 2, of this chapter; (4) a matter related to an authorization made or duty performed by a guardian under Subpart C, Part 4, of this chapter; and (5) any other matter related or appertaining to a guardianship estate that a court exercising original probate jurisdiction is specifically authorized to hear under this chapter. (f) When a surety is called on to perform in place of a guardian or former guardian, a court exercising original probate jurisdiction, including jurisdiction exercised under Subsection (e)(2) of this section, may award judgment against the guardian or former guardian in favor of the surety of the guardian or former guardian in the same suit. (g) A final order of a court that exercises original probate jurisdiction is appealable to a court of appeals. (h) A statutory probate court has concurrent jurisdiction with the district court in all personal injury, survival, or wrongful death actions by or against a person in the person's capacity as a guardian and in all actions involving a guardian in which each other party aligned with the guardian is not an interested person in the guardianship. (i) A statutory probate court has jurisdiction over any matter appertaining to an estate or incident to an estate and has jurisdiction over any cause of action in which a guardian in a guardianship proceeding pending in the statutory probate court is a party. (j) A statutory probate court may exercise the pendent and ancillary jurisdiction necessary to promote judicial efficiency and economy. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 1995, 74th Leg., ch. 1039, § 16, 17, eff. Sept. 1, 1995; Acts 1999, 76th Leg., ch. 1389, § 2, eff. Aug. 30, 1999; Acts 2001, 77th Leg., ch. 63, § 2, eff. Sept. 1, 2001; Acts 2001, 77th Leg., ch. 484, § 1, eff. Sept. 1, 2001; Acts 2001, 77th Leg., ch. 1174, § 1, eff. Sept. 1, 2001. Section heading amended by Acts 2003, 78th Leg., ch. 549, § 1; Subsec. (a) repealed by Acts 2003, 78th Leg., ch. 549, § 33, eff. Sept. 1, 2003; Subsec. (b) amended by Acts 2003, 78th Leg., ch. 549, § 2, eff. Sept. 1, 2003; Subsecs. (b-1) to (b-5) added by Acts 2003, 78th Leg., ch. 549, § 2, eff. Sept. 1, 2003; Subsecs. (c), (d) amended by Acts 2003, 78th Leg., ch. 549, § 2; Subsec. (e) amended by Acts 2003, 78th Leg., ch. 549, § 3; Subsec. (f) amended by Acts 2003, 78th Leg., ch. 549, § 4; Subsecs. (h) to (j) added by Acts 2003, 78th Leg., ch. 549, § 5, eff. Sept. 1, 2003. § 607. MATTERS APPERTAINING AND INCIDENT TO AN ESTATE. (a) In a proceeding in a constitutional county court or a statutory county court at law, the phrases "appertaining to estates" and "incident to an estate" in this chapter include the appointment of guardians, the issuance of letters of guardianship, a claim by or against a guardianship estate, all actions for trial of title to land incident to a guardianship estate and for the enforcement of liens incident to a guardianship estate, all actions for trial of the right of property incident to a guardianship estate, and generally all matters relating to the settlement, partition, and distribution of a guardianship estate. (b) In a proceeding in a statutory probate court, the phrases "appertaining to estates" and "incident to an estate" in this chapter include the appointment of guardians, the issuance of letters of guardianship, all claims by or against a guardianship estate, all actions for trial of title to land and for the enforcement of liens on the land, all actions for trial of the right of property, and generally all matters relating to the collection, settlement, partition, and distribution of a guardianship estate. A statutory probate court, in the exercise of its jurisdiction and notwithstanding any other provision of this chapter, may hear all suits, actions, and applications filed against or on behalf of any guardianship; all such suits, actions, and applications are appertaining to and incident to an estate. Except for situations in which the jurisdiction of a statutory probate court is concurrent with that of a district court or any other court, any cause of action appertaining to or incident to a guardianship estate shall be brought in a statutory probate court. (c), (d) Repealed by Acts 2003, 78th Leg., ch. 549, § 33. (e) Notwithstanding any other provision of this chapter, the proper venue for an action by or against a personal representative for personal injury, death, or property damages is determined under Section 15.007, Civil Practice and Remedies Code. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 1999, 76th Leg., ch. 10, § 1, 2, eff. Sept. 1, 1999. Subsec. (b) amended by Acts 2003, 78th Leg., ch. 549, § 6, eff. Sept. 1, 2003. Subsecs. (c), (d), (e) repealed by Acts 2003, 78th Leg., ch. 549, § 33, eff. Sept. 1, 2003. Subsec. (e) added by Acts 2003, 78th Leg., ch. 204, § 3.07, eff. Sept. 1, 2003. § 608. TRANSFER OF GUARDIANSHIP PROCEEDING. A judge of a statutory probate court, on the motion of a party to the action or of a person interested in a guardianship, may transfer to the judge's court from a district, county, or statutory court a cause of action appertaining to or incident to a guardianship estate that is pending in the statutory probate court or a cause of action relating to a guardianship in which a guardian, ward, or proposed ward in a guardianship pending in the statutory probate court is a party and may consolidate the transferred cause of action with the other proceedings in the statutory probate court relating to the guardianship estate. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 1999, 76th Leg., ch. 1431, § 2, eff. Sept. 1, 1999. Amended by Acts 2003, 78th Leg., ch. 549, § 7, eff. Sept. 1, 2003. § 609. CONTESTED GUARDIANSHIP OF THE PERSON OF A MINOR. (a) If an interested person contests an application for the appointment of a guardian of the person of a minor or an interested person seeks the removal of a guardian of the person of a minor, the judge, on the judge's own motion, may transfer all matters relating to the guardianship of the person of the minor to a court of competent jurisdiction in which a suit affecting the parent-child relationship under the Family Code is pending. (b) The probate court that transfers a proceeding under this section to a court with proper jurisdiction over suits affecting the parent-child relationship shall send to the court to which the transfer is made the complete files in all matters affecting the guardianship of the person of the minor and certified copies of all entries in the minutes. The transferring court shall keep a copy of the transferred files. If the transferring court retains jurisdiction of the guardianship of the estate of the minor or of another minor who was the subject of the suit, the court shall send a copy of the complete files to the court to which the transfer is made and shall keep the original files. (c) The court to which a transfer is made under this section shall apply the procedural and substantive provisions of the Family Code, including Sections 155.005 and 155.205, in regard to enforcing an order rendered by the court from which the proceeding was transferred. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 1997, 75th Leg., ch. 77, § 1, eff. Sept. 1, 1997; Acts 1997, 75th Leg., ch. 165, § 7.55, eff. Sept. 1, 1997.PART B. VENUE § 610. VENUE FOR APPOINTMENT OF GUARDIAN. (a) Except as otherwise authorized by this section, a proceeding for the appointment of a guardian for the person or estate, or both, of an incapacitated person shall be brought in the county in which the proposed ward resides or is located on the date the application is filed or in the county in which the principal estate of the proposed ward is located. (b) A proceeding for the appointment of a guardian for the person or estate, or both, of a minor may be brought: (1) in the county in which both the minor's parents reside; (2) if the parents do not reside in the same county, in the county in which the parent who is the sole managing conservator of the minor resides, or in the county in which the parent who is the joint managing conservator with the greater period of physical possession of and access to the minor resides; (3) if only one parent is living and the parent has custody of the minor, in the county in which that parent resides; (4) if both parents are dead but the minor was in the custody of a deceased parent, in the county in which the last surviving parent having custody resided; or (5) if both parents of a minor child have died in a common disaster and there is no evidence that the parents died other than simultaneously, in the county in which both deceased parents resided at the time of their simultaneous deaths if they resided in the same county. (c) A proceeding for the appointment of a guardian who was appointed by will may be brought in the county in which the will was admitted to probate or in the county of the appointee's residence if the appointee resides in this state. (d) Repealed by Acts 1999, 76th Leg., ch. 379, § 10, eff. Sept. 1, 1999. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 1999, 76th Leg., ch. 379, § 10, eff. Sept. 1, 1999. § 611. CONCURRENT VENUE AND TRANSFER FOR WANT OF VENUE. (a) If two or more courts have concurrent venue of a guardianship matter, the court in which an application for a guardianship proceeding is initially filed has and retains jurisdiction of the guardianship matter. A proceeding is considered commenced by the filing of an application alleging facts sufficient to confer venue, and the proceeding initially legally commenced extends to all of the property of the guardianship estate. (b) If a guardianship proceeding is commenced in more than one county, it shall be stayed except in the county in which it was initially commenced until final determination of proper venue is made by the court in the county in which it was initially commenced. (c) If it appears to the court at any time before the guardianship is closed that the proceeding was commenced in a court that did not have venue over the proceeding, the court shall, on the application of any interested person, transfer the proceeding to the proper county. (d) When a proceeding is transferred to another county under a provision of this chapter, all orders entered in connection with the proceeding shall be valid and shall be recognized in the court to which the guardianship was ordered transferred, if the orders were made and entered in conformance with the procedures prescribed by this code. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 612. APPLICATION FOR TRANSFER OF GUARDIANSHIP TO ANOTHER COUNTY. When a guardian or any other person desires to remove the transaction of the business of the guardianship from one county to another, the person shall file a written application in the court in which the guardianship is pending stating the reason for moving the transaction of business. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 613. NOTICE. (a) On filing an application to remove a guardianship to another county, the sureties on the bond of the guardian shall be cited by personal service to appear and show cause why the application should not be granted. (b) If an application is filed by a person other than the guardian, the guardian shall be cited by personal service to appear and show cause why the application should not be granted. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 614. COURT ACTION. On hearing an application under Section 612 of this code, if good cause is not shown to deny the application and it appears that removal of the guardianship is in the best interests of the ward, the court shall enter an order authorizing the removal on payment on behalf of the estate of all accrued costs. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 615. TRANSFER OF RECORD. When an order of removal is made under Section 614 of this code, the clerk shall record any unrecorded papers of the guardianship required to be recorded. On payment of the clerk's fee, the clerk shall transmit to the county clerk of the county to which the guardianship was ordered removed: (1) the case file of the guardianship proceedings; and (2) a certified copy of the index of the guardianship records. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 2005, 79th Leg., ch. 200, § 1, eff. Sept. 1, 2005. § 616. REMOVAL EFFECTIVE. The order removing a guardianship does not take effect until: (1) the case file and a certified copy of the index required by Section 615 of this code are filed in the office of the county clerk of the county to which the guardianship was ordered removed; and (2) a certificate under the clerk's official seal and reporting the filing of the case file and a certified copy of the index is filed in the court ordering the removal by the county clerk of the county to which the guardianship was ordered removed. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 2005, 79th Leg., ch. 200, § 2, eff. Sept. 1, 2005. § 617. CONTINUATION OF GUARDIANSHIP. When a guardianship is removed from one county to another in accordance with this subpart, the guardianship proceeds in the court to which it was removed as if it had been originally commenced in that court. It is not necessary to record in the receiving court any of the papers in the case that were recorded in the court from which the case was removed. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 618. NEW GUARDIAN APPOINTED ON REMOVAL. If it appears to the court that removal of the guardianship is in the best interests of the ward, but that because of the removal it will be unduly expensive or unduly inconvenient to the estate for the guardian of the estate to continue to serve in that capacity, the court may in its order of removal revoke the letters of guardianship and appoint a new guardian, and the former guardian shall account for and deliver the estate as provided by this chapter in a case in which a guardian resigns. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993.PART C. DUTIES AND RECORDS OF CLERK § 621. APPLICATION AND OTHER PAPERS TO BE FILED WITH CLERK. (a) An application for a guardianship proceeding, a complaint, petition, or other paper permitted or required by law to be filed in the court in guardianship matters shall be filed with the county clerk of the proper county. (b) The county clerk shall file the paper received under this section and endorse on each paper the date filed, the docket number, and the clerk's official signature. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 622. COSTS AND SECURITY. (a) The laws regulating costs in ordinary civil cases apply to a guardianship matter unless otherwise expressly provided by this chapter. (b) When a person other than the guardian, attorney ad litem, or guardian ad litem files an application, complaint, or opposition in relation to a guardianship matter, the clerk may require the person to give security for the probable costs of the guardianship proceeding before filing. A person interested in the guardianship or in the welfare of the ward, or an officer of the court, at any time before the trial of an application, complaint, or opposition in relation to a guardianship matter, may obtain from the court, on written motion, an order requiring the person who filed the application, complaint, or opposition to give security for the probable costs of the proceeding. The rules governing civil suits in the county court relating to this subject control in these cases. (c) No security for costs shall be required of a guardian, attorney ad litem, or guardian ad litem appointed under this chapter by a court of this state in any suit brought by the guardian, attorney ad litem, or guardian ad litem in their respective fiduciary capacities. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 623. JUDGE'S GUARDIANSHIP DOCKET. (a) The county clerk shall keep a record book to be styled "Judge's Guardianship Docket" and shall enter in the record book: (1) the name of each person on whose person or estate a proceeding is had or is sought to be had; (2) the name of the guardian of the estate or person or of the applicant for letters; (3) the date the original application for a guardianship proceeding was filed; (4) a minute, including the date, of each order, judgment, decree, and proceeding in each estate; and (5) a number of each guardianship on the docket in the order in which a proceeding is commenced. (b) Each paper filed in a guardianship proceeding shall be given the corresponding docket number of the estate. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 624. CLAIM DOCKET. The county clerk shall keep a record book to be styled "Claim Docket" and shall enter in the claim docket all claims presented against a guardianship for court approval. The claim docket shall be ruled in 16 columns at proper intervals from top to bottom, with a short note of the contents at the top of each column. One or more pages shall be assigned to each guardianship. The following information shall be entered in the respective columns beginning with the first or marginal column: The names of claimants in the order in which their claims are filed; the amount of the claim; its date; the date of filing; when due; the date from which it bears interest; the rate of interest; when allowed by the guardian; the amount allowed; the date of rejection; when approved; the amount approved; when disapproved; the class to which the claim belongs; when established by judgment of a court; the amount of the judgment. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 625. CASE FILES. The county clerk shall maintain a case file for each person's filed guardianship proceedings. The case file must contain all orders, judgments, and proceedings of the court and any other guardianship filing with the court, including all: (1) applications for the granting of guardianship; (2) citations and notices, whether published or posted, with the returns on the citations and notices; (3) bonds and official oaths; (4) inventories, appraisements, and lists of claims; (5) exhibits and accounts; (6) reports of hiring, renting, or sale; (7) applications for sale or partition of real estate and reports of sale and of commissioners of partition; (8) applications for authority to execute leases for mineral development, or for pooling or unitization of lands, royalty, or other interest in minerals, or to lend or invest money; (9) reports of lending or investing money; and (10) reports of guardians of the persons. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 1999, 76th Leg., ch. 67, § 2, eff. Sept. 1, 1999. § 626. GUARDIANSHIP FEE BOOK. The county clerk shall keep a record book styled "Guardianship Fee Book" and shall enter in the guardianship fee book each item of costs that accrue to the officers of the court, with witness fees, if any, showing the: (1) party to whom the costs or fees are due; (2) date of the accrual of the costs or fees; (3) guardianship or party liable for the costs or fees; and (4) date on which the costs or fees are paid. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 627. MAINTAINING RECORDS IN LIEU OF RECORD BOOKS. In lieu of keeping the record books described by Sections 623, 624, and 626 of this code, the county clerk may maintain the information relating to a person's guardianship proceeding maintained in those record books on a computer file, on microfilm, in the form of a digitized optical image, or in another similar form of data compilation. Added by Acts 1999, 76th Leg., ch. 67, § 2, eff. Sept. 1, 1999. § 627A. INDEX. The county clerk shall properly index the records and keep the index open for public inspection but may not release the index from the clerk's custody. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Renumbered from V.A.T.S. Probate Code, § 627 and amended by Acts 1999, 76th Leg., ch. 67, § 2, eff. Sept. 1, 1999. § 628. USE OF RECORDS AS EVIDENCE. The record books or individual case files, including records on a computer file, on microfilm, in the form of a digitized optical image, or in another similar form of data compilation described in other sections of this chapter, or certified copies or reproductions of the records, shall be evidence in any court of this state. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 1999, 76th Leg., ch. 67, § 2, eff. Sept. 1, 1999. § 629. CALL OF THE DOCKETS. The judge of the court in which a guardianship proceeding is pending, as the judge determines, shall call guardianship matters in their regular order on both the guardianship and claim dockets and shall make necessary orders. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 630. CLERK MAY SET HEARINGS. If the county judge is absent from the county seat or is on vacation, disqualified, ill, or deceased and is unable to designate the time and place for hearing a guardianship matter pending in the judge's court, the county clerk of the county in which the matter is pending may designate the time and place for hearing, entering the setting on the judge's docket and certifying on the docket the reason that the judge is not acting to set the hearing. If a qualified judge is not present for the hearing, after service of the notices and citations required by law with reference to the time and place of hearing has been perfected, the hearing is automatically continued from day to day until a qualified judge is present to hear and determine the matter. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 631. CLERK'S DUTIES. (a) If the proper venue is finally determined to be in another county, the clerk, after making and retaining a true copy of the entire file in the case, shall transmit the original file to the proper county, and a proceeding shall be held in the proper county in the same manner as if the proceeding had originally been instituted in the proper county. (b) By transmitting to the proper court in the proper county for venue purposes the original file in the case, with certified copies of all entries in the minutes made in the file, an administration of the guardianship in the proper county for venue purposes shall be completed in the same manner as if the proceeding had originally been instituted in that county. (c) The clerk of the court from which the proceeding is transferred shall transmit to the court to which the proceeding is transferred the original file in the proceeding and a certified copy of the entries in the minutes that relate to the proceeding. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993.PART D. SERVICE AND NOTICE § 632. ISSUANCE, CONTENTS, SERVICE, AND RETURN OF CITATION, NOTICES, AND WRITS IN GUARDIANSHIP MATTERS. (a) A person does not need to be cited or otherwise given notice in a guardianship matter except in situations in which this chapter expressly provides for citation or the giving of notice. If this chapter does not expressly provide for citation or the issuance or return of notice in a guardianship matter, the court may require that notice be given. If the court requires that notice be given, the court shall prescribe the form and manner of service and return of service. (b) Unless a court order is required by a provision of this chapter, the county clerk shall issue without a court order necessary citations, writs, and process in guardianship matters and all notices not required to be issued by guardians. (c) A citation and notice issued by the clerk shall be signed and sealed by the clerk and shall be styled "The State of Texas." A notice required to be given by a guardian shall be in writing and signed by the guardian in the guardian's official capacity. A citation or notice shall be dated and directed to the person that is being cited or notified and must state the style and number of the proceeding and the court in which the proceeding is pending and must describe generally the nature of the proceeding or matter to which the citation or notice relates. A precept directed to an officer is not necessary. A citation or notice must direct the person cited or notified to appear by filing a written contest or answer or perform other required acts. A citation or notice must state when and where an appearance or performance by a person cited or notified is required. A citation or notice is not defective because it contains a precept directed to an officer authorized to serve it. A writ or other process other than a citation or notice shall be directed "To any sheriff or constable within the State of Texas" and may not be held defective because it is directed to the sheriff or any constable of a specific county if the writ or other process is properly served within the named county by an officer authorized to serve it. (d) In all situations in which this chapter requires that notice be given or that a person be cited, and in which a specific method of giving the notice or citing the person, or a specific method of service and return of the citation or notice is not given, or an insufficient or inadequate provision appears with respect to any matter relating to citation or notice, or on request of an interested person, notice or citation shall be issued, served, and returned in the manner the court, by written order, directs in accordance with this chapter and the Texas Rules of Civil Procedure and has the same force and effect as if the manner of service and return had been specified in this chapter. (e) Except in instances in which this chapter expressly provides for another method of service, a notice or citation required to be served on a guardian or receiver shall be served by the clerk that issues the citation or notice. The clerk shall serve the citation or notice by sending the original citation or notice by registered or certified mail to the attorney of record for the guardian or receiver or to the guardian or receiver, if the guardian or receiver does not have an attorney of record. (f)(1) In cases in which it is provided that personal service shall be had with respect to a citation or notice, the citation or notice must be served on the attorney of record for the person who is being cited or notified. Notwithstanding the requirement of personal service, service may be made on the attorney by any method specified under this chapter for service on an attorney. If there is no attorney of record in the proceeding for the person who is being cited or notified, or if an attempt to make service on the attorney was unsuccessful, a citation or notice directed to a person within this state must be served in person by the sheriff or constable on the person who is being cited or notified by delivering to the person a true copy of the citation or notice at least 10 days before the return day on the citation or notice, exclusive of the date of service. If the person who is being cited or notified is absent from the state or is a nonresident, the citation or notice may be served by a disinterested person competent to make oath of the fact. The citation or notice served by a disinterested person shall be returnable at least 10 days after the date of service, exclusive of the date of service. The return of the person serving the citation or notice shall be endorsed on or attached to the citation or notice. The return must show the time and place of service, certify that a true copy of the citation or notice was delivered to the person directed to be served, be subscribed and sworn to before an officer authorized by the laws of this state to take affidavits, under the hand and official seal of the officer, and returned to the county clerk who issued the citation or notice. If the citation or notice is returned with the notation that the person sought to be served, whether or not within this state, cannot be found, the clerk shall issue a new citation or notice directed to the person sought to be served and service shall be by publication. (2) When citation or notice is required to be posted, the sheriff or constable shall post the citation or notice at the courthouse door of the county in which the proceeding is pending, or at the place in or near the courthouse where public notices customarily are posted, for at least 10 days before the return day of the citation or notice, exclusive of the date of posting. The clerk shall deliver the original and a copy of the citation or notice to the sheriff or a constable of the proper county, who shall post the copy as prescribed by this section and return the original to the clerk, stating in a written return of the copy the time when and the place where the sheriff or constable posted the copy. The date of posting is the date of service. When posting of notice by a guardian is authorized or required, the method prescribed by this section shall be followed. The notice is to be issued in the name of the guardian, addressed and delivered to, posted and returned by, the proper officer, and filed with the clerk. (3) When a person is to be cited or notified by publication, the citation or notice shall be published once in a newspaper of general circulation in the county in which the proceeding is pending, and the publication shall be not less than 10 days before the return date of the citation or notice, exclusive of the date of publication. The date of publication of the newspaper in which the citation or notice is published appears is the date of service. If there is no newspaper of general circulation published or printed in the county in which citation or notice is to be had, service of the citation or notice shall be by posting. (4)(A) When a citation or notice is required or permitted to be served by registered or certified mail, other than a notice required to be given by a guardian, the clerk shall issue the citation or notice and shall serve the citation or notice by sending the original citation or notice by registered or certified mail. A guardian shall issue notice required to be given by the guardian by registered or certified mail, and the guardian shall serve the notice by sending the original notice by registered or certified mail. The citation or notice shall be mailed return receipt requested with instructions to deliver to the addressee only. The envelope containing the citation or notice shall be addressed to the attorney of record in the proceeding for the person who is being cited or notified, but if there is no attorney of record, or if the citation or notice is returned undelivered, the envelope containing the citation or notice shall be addressed to the person who is being cited or notified. A copy of the citation or notice and the certificate of the clerk or guardian showing the fact and date of mailing shall be filed and recorded. If a receipt is returned, it shall be attached to the certificate. (B) When a citation or notice is required or permitted to be served by ordinary mail, the clerk or the guardian when required by statute or court order, shall serve the citation or notice by mailing the original to the person being cited or notified. A copy of the citation or notice and a certificate of the person serving the citation or notice that shows the fact and time of mailing shall be filed and recorded. (C) When service is made by mail, the date of mailing is the date of service. Service by mail must be made not less than 20 days before the return day of the citation or notice, exclusive of the date of service. (D) If a citation or notice served by mail is returned undelivered, a new citation or notice shall be issued, and the new citation or notice shall be served by posting. (g) A citation or notice issued by the clerk and served by personal service, by mail, by posting, or by publication shall be returned to the court from which the citation or notice was issued on the first Monday after the service is perfected. (h) In a guardianship matter in which citation or notice is required to be served by posting and issued in conformity with the applicable provision of this code, the citation or notice and the service of and return of the citation or notice is sufficient and valid if a sheriff or constable posts a copy of the citation or notice at the place or places prescribed by this chapter on a day that is sufficiently before the return day contained in the citation or notice for the period of time for which the citation or notice is required to be posted to elapse before the return day of the citation or notice. The sufficiency or validity of the citation or notice or the service of or return of the service of the citation or notice is not affected by the fact that the sheriff or constable makes his return on the citation or notice and returns the citation or notice to the court before the period elapses for which the citation or notice is required to be posted, even though the return is made, and the citation or notice is returned to the court, on the same day it is issued. (i) Proof of service by publication, posting, mailing, or otherwise in all cases requiring notice or citation shall be filed before a hearing. Proof of service made by a sheriff or constable shall be made by the return of service. Service made by a private person shall be proved by the person's affidavit. Proof of service by publication shall be made by an affidavit of the publisher or of an employee of the publisher that shows the issue date of the newspaper that carried the notice or citation and that has attached to or embodied in the affidavit a copy of the notice or citation. Proof of service by mail shall be made by the certificate of the clerk, or the affidavit of the guardian or other person that makes the service that states the fact and time of mailing. The return receipt must be attached to the certificate, if a receipt has been returned if service is made by registered or certified mail. (j) At any time after an application is filed for the purpose of commencing a guardianship proceeding, a person interested in the estate or welfare of a ward or an incapacitated person may file with the clerk a written request that the person be notified of any or all specifically designated motions, applications, or pleadings filed by any person, or by a person specifically designated in the request. The person who makes the request is responsible for the fees and costs associated with the documents specified in the request. The clerk may require a deposit to cover the estimated costs of furnishing the person with the requested notice. The clerk by ordinary mail shall send to the requesting person a copy of any document specified in the request. A proceeding is not invalid if the clerk fails to comply with the request under this subsection. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 633. NOTICE AND CITATION. (a) On the filing of an application for guardianship, notice shall be issued and served as provided by this section. (b) The court clerk shall issue a citation stating that the application for guardianship was filed, the name of the proposed ward, the name of the applicant, and the name of the person to be appointed guardian as provided in the application, if that person is not the applicant. The citation must cite all persons interested in the welfare of the proposed ward to appear at the time and place stated in the notice if they wish to contest the application. The citation shall be posted. (c) The sheriff or other officer shall personally serve citation to appear and answer the application for guardianship on: (1) a proposed ward who is 12 years of age or older; (2) the parents of a proposed ward if the whereabouts of the parents are known or can be reasonably ascertained; (3) any court-appointed conservator or person having control of the care and welfare of the proposed ward; (4) a proposed ward's spouse if the whereabouts of the spouse are known or can be reasonably ascertained; and (5) the person named in the application to be appointed guardian, if that person is not the applicant. (d) The applicant shall mail a copy of the application for guardianship and a notice containing the information required in the citation issued under Subsection (b) of this section by registered or certified mail, return receipt requested, or by any other form of mail that provides proof of delivery, to the following persons, if their whereabouts are known or can be reasonably ascertained: (1) all adult children of a proposed ward; (2) all adult siblings of a proposed ward; (3) the administrator of a nursing home facility or similar facility in which the proposed ward resides; (4) the operator of a residential facility in which the proposed ward resides; (5) a person whom the applicant knows to hold a power of attorney signed by the proposed ward; (6) a person designated to serve as guardian of the proposed ward by a written declaration under Section 679 of this code, if the applicant knows of the existence of the declaration; (7) a person designated to serve as guardian of the proposed ward in the probated will of the last surviving parent of the ward; (8) a person designated to serve as guardian of the proposed ward by a written declaration of the proposed ward's last surviving parent, if the declarant is deceased and the applicant knows of the existence of the declaration; and (9) each person named as next of kin in the application for guardianship as required by Section 682(10) or (12) of this code. (d-1) The applicant shall file with the court: (1) a copy of any notice required by Subsection (d) of this section and the proofs of delivery of the notice; and (2) an affidavit sworn to by the applicant or the applicant's attorney stating: (A) that the notice was mailed as required by Subsection (d) of this section; and (B) the name of each person to whom the notice was mailed, if the person's name is not shown on the proof of delivery. (e) A person other than the proposed ward who is entitled to receive notice or personal service of citation under Subsections (c) and (d) of this section may choose, in person or by attorney ad litem, by writing filed with the clerk, to waive the receipt of notice or the issuance and personal service of citation. (f) The court may not act on an application for the creation of a guardianship until the Monday following the expiration of the 10-day period beginning the date service of notice and citation has been made as provided by Subsections (b), (c), and (d)(1) of this section and the applicant has complied with Subsection (d-1) of this section. The validity of a guardianship created under this chapter is not affected by the failure of the applicant to comply with the requirements of Subsections (d)(2)-(9) of this section. (g) It is not necessary for a person who files an application for the creation of a guardianship under this chapter to be served with citation or waive the issuance and personal service of citation under this section. Added by Acts 1995, 74th Leg., ch. 1039, § 18, eff. Sept. 1, 1995. Amended by Acts 1997, 75th Leg., ch. 77, § 2, eff. Sept. 1, 1997; Acts 1999, 76th Leg., ch. 379, § 3, eff. Sept. 1, 1999; Acts 1999, 76th Leg., ch. 997, § 1, eff. Sept. 1, 1999; Acts 2001, 77th Leg., ch. 940, § 1, eff. Sept. 1, 2001; Acts 2001, 77th Leg., ch. 1174, § 2, eff. Sept. 1, 2001. Subsecs. (d), (f) amended by Acts 2003, 78th Leg., ch. 549, § 8, eff. Sept. 1, 2003; Subsec. (d-1) added by Acts 2003, 78th Leg., ch. 549, § 8. § 634. SERVICE ON ATTORNEY. (a) If an attorney has entered an appearance on record for a party in a guardianship proceeding, a citation or notice required to be served on the party shall be served on the attorney. Service on the attorney of record is in lieu of service on the party for whom the attorney appears. Except as provided by Section 633(e) of this code, an attorney ad litem may not waive personal service of citation. (b) A notice served on an attorney under this section may be served by registered or certified mail, return receipt requested, by any other form of mail requiring proof of delivery, or by delivery to the attorney in person. A party to the proceeding or the party's attorney of record, an appropriate sheriff or constable, or another person who is competent to testify may serve notice or citation to an attorney under this section. (c) A written statement by an attorney of record, the return of the officer, or the affidavit of a person that shows service is prima facie evidence of the fact of service. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 2003, 78th Leg., ch. 549, § 9, eff. Sept. 1, 2003. § 635. WAIVER OF NOTICE. A competent person who is interested in a hearing in a guardianship proceeding, in person or by attorney, may waive in writing notice of the hearing. A consul or other representative of a foreign government, whose appearance has been entered as provided by law on behalf of a person residing in a foreign country, may waive notice on behalf of the person. A person who submits to the jurisdiction of the court in a hearing is deemed to have waived notice of the hearing. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 636. NOTICES TO DEPARTMENT OF VETERANS AFFAIRS BY GUARDIANS. When an annual or other account of funds, or an application for the expenditure of or investment of funds is filed by a guardian whose ward is a beneficiary of the Department of Veterans Affairs, or when a claim against the estate of a ward who is a beneficiary of the Department of Veterans Affairs is filed, the court shall set a date for the hearing of the account, application, petition, or claim to be held not less than 20 days from the date of the filing of the account, application, petition, or claim. The person who files the account, application, petition, or claim shall give notice of the date of the filing to the office of the Department of Veterans Affairs in whose territory the court is located by mailing to the office a certified copy of the account, application, petition, or claim not later than five days after the date of the filing. An office of the Department of Veterans Affairs, through its attorney, may waive the service of notice and the time within which a hearing may be had in those cases. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 1995, 74th Leg., ch. 1039, § 19, eff. Sept. 1, 1995.PART E. TRIAL AND HEARING MATTERS § 641. DEFECTS IN PLEADING. A court may not invalidate a pleading in a guardianship matter or an order based on the pleading based on a defect of form or substance in the pleading, unless the defect has been timely objected to and called to the attention of the court in which the proceeding was or is pending. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 642. STANDING TO COMMENCE OR CONTEST PROCEEDING. (a) Except as provided by Subsection (b) of this section, any person has the right to commence any guardianship proceeding, including a proceeding for complete restoration of a ward's capacity or modification of a ward's guardianship, or to appear and contest any guardianship proceeding or the appointment of a particular person as guardian. (b) A person who has an interest that is adverse to a proposed ward or incapacitated person may not: (1) file an application to create a guardianship for the proposed ward or incapacitated person; (2) contest the creation of a guardianship for the proposed ward or incapacitated person; (3) contest the appointment of a person as a guardian of the person or estate, or both, of the proposed ward or incapacitated person; or (4) contest an application for complete restoration of a ward's capacity or modification of a ward's guardianship. (c) The court shall determine by motion in limine the standing of a person who has an interest that is adverse to a proposed ward or incapacitated person. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 1995, 74th Leg., ch. 1039, § 20, eff. Sept. 1, 1995; Acts 1999, 76th Leg., ch. 829, § 2, eff. Sept. 1, 1999. § 643. TRIAL BY JURY. A party in a contested guardianship proceeding is entitled, on request, to a jury trial. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 644. HEARING BY SUBMISSION. (a) A court may consider by submission a motion or application filed under this chapter unless the proceeding is: (1) contested; or (2) an application for the appointment of a guardian. (b) The burden of proof at a hearing on a motion or application that is being considered by the court on submission is on the party who is seeking relief under the motion or application. (c) The court may consider a person's failure to file a response to a motion or application that may be considered on submission as a representation that the person does not oppose the motion or application. (d) A person's request for oral argument is not a response to a motion or application under this section. (e) The court, on its own motion, may order oral argument on a motion or application that may be considered by submission. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 1995, 74th Leg., ch. 1039, § 21, eff. Sept. 1, 1995. § 645. GUARDIANS AD LITEM. (a) The judge may appoint a guardian ad litem to represent the interests of an incapacitated person in a guardianship proceeding. (b) A guardian ad litem is entitled to reasonable compensation for services in the amount set by the court to be taxed as costs in the proceeding. (c) A guardian ad litem is an officer of the court. The guardian ad litem shall protect the incapacitated person in a manner that will enable the court to determine what action will be in the best interests of the incapacitated person. (d) If a guardian ad litem is appointed under Section 681(4) of this code, the fees and expenses of the guardian ad litem are costs of the litigation proceeding that made the appointment necessary. (e) In the interest of judicial economy, the court may appoint as guardian ad litem under Section 681(4) of this code the person who has been appointed attorney ad litem under Section 646 of this code or the person who is serving as an ad litem for the benefit of the ward in any other proceeding. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 645A. IMMUNITY. (a) A guardian ad litem appointed under Section 645, 683, or 694A of this code to represent the interests of an incapacitated person in a guardianship proceeding involving the creation, modification, or termination of a guardianship is not liable for civil damages arising from a recommendation made or an opinion given in the capacity of guardian ad litem. (b) Subsection (a) of this section does not apply to a recommendation or opinion that is: (1) wilfully wrongful; (2) given with conscious indifference or reckless disregard to the safety of another; (3) given in bad faith or with malice; or (4) grossly negligent. Added by Acts 2003, 78th Leg., ch. 622, § 1, eff. Sept. 1, 2003. § 646. APPOINTMENT OF ATTORNEY AD LITEM AND INTERPRETER. (a) In a proceeding under this chapter for the appointment of a guardian, the court shall appoint an attorney ad litem to represent the interests of the proposed ward. The attorney shall be supplied with copies of all of the current records in the case and may have access to all of the proposed ward's relevant medical, psychological, and intellectual testing records. (b) To be eligible for appointment as an attorney ad litem, a person must have the certification required by Section 647A of this code. (c) A person whose certificate has expired must obtain a new certificate to be eligible for appointment as an attorney ad litem. (d) At the time of the appointment of the attorney ad litem, the court shall also appoint a language interpreter or a sign interpreter if necessary to ensure effective communication between the proposed ward and the attorney. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 1995, 74th Leg., ch. 1039, § 22, 74, eff. Sept. 1, 1995; Acts 1999, 76th Leg., ch. 379, § 4, eff. Sept. 1, 1999; Acts 1999, 76th Leg., ch. 716, § 1, eff. Sept. 1, 1999. § 647. DUTIES OF ATTORNEY AD LITEM. (a) An attorney ad litem appointed under Section 646 of this code to represent a proposed ward shall, within a reasonable time before the hearing, interview the proposed ward. To the greatest extent possible, the attorney shall discuss with the proposed ward the law and facts of the case, the proposed ward's legal options regarding disposition of the case, and the grounds on which guardianship is sought. (b) Before the hearing, the attorney shall review the application for guardianship, certificates of current physical, medical, and intellectual examinations, and all of the proposed ward's relevant medical, psychological, and intellectual testing records. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 647A. CERTIFICATION REQUIREMENT FOR CERTAIN COURT-APPOINTED ATTORNEYS. (a) A court-appointed attorney in any guardianship proceeding must be certified by the State Bar of Texas or a person or other entity designated by the state bar as having successfully completed a course of study in guardianship law and procedure sponsored by the state bar or its designee. (b) For certification under this section, the state bar shall require three hours of credit. (c) Except as provided by Subsection (e) of this section, a certificate issued under this section expires on the second anniversary of the date the certificate is issued. (d) To be eligible to be appointed by a court to represent a person at a guardianship proceeding, an attorney whose certificate has expired must obtain a new certificate. (e) A new certificate obtained by a person who previously has been issued a certificate under this section expires on the fourth anniversary of the date the new certificate is issued if the person has been certified each of the four years immediately preceding the date the new certificate is issued. Added by Acts 1999, 76th Leg., ch. 716, § 2, eff. Sept. 1, 1999. § 648. COURT VISITOR PROGRAM. (a) Each statutory probate court shall operate a court visitor program to assess the conditions of wards and proposed wards. Another court that has jurisdiction over a guardianship proceeding may operate a court visitor program in accordance with the population needs and financial abilities of the jurisdiction. A court that operates a court visitor program shall use persons willing to serve without compensation to the greatest extent possible. (b) On request by any interested person, including a ward or proposed ward, or on its own motion, and at any time before the appointment of a guardian or during the pendency of a guardianship of the person or estate, a court may appoint a court visitor to evaluate the ward or proposed ward and provide a written report that substantially complies with Subsection (c) of this section. (c) A court visitor's report must include: (1) a description of the nature and degree of capacity and incapacity of the ward or proposed ward, including the medical history of the ward or proposed ward, if reasonably available and not waived by the court; (2) a medical prognosis and a list of the treating physicians of the ward or proposed ward, when appropriate; (3) a description of the living conditions and circumstances of the ward or proposed ward; (4) a description of the social, intellectual, physical, and educational condition of the ward or proposed ward; (5) a statement that the court visitor has personally visited or observed the ward or proposed ward; (6) a statement of the date of the most recent visit by the guardian, if one has been appointed; (7) a recommendation as to any modifications needed in the guardianship or proposed guardianship, including removal or denial of the guardianship; and (8) any other information required by the court. (d) The court visitor shall file the report not later than the 14th day after the date of the evaluation conducted by the court visitor, and the court visitor making the report must swear, under penalty of perjury, to its accuracy to the best of the court visitor's knowledge and belief. (e) A court visitor who has not expressed a willingness to serve without compensation is entitled to reasonable compensation for services in an amount set by the court and to be taxed as costs in the proceeding. (f) This section does not apply to a guardianship that is created only because it is necessary for a person to have a guardian appointed to receive funds from a governmental source. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 1995, 74th Leg., ch. 1039, § 23, eff. Sept. 1, 1995. § 648A. DUTIES OF COURT INVESTIGATOR. (a) On the filing of an application for guardianship under Section 682 of this code, a court investigator shall investigate the circumstances alleged in the application to determine whether a less restrictive alternative than guardianship is appropriate. (b) A court investigator shall: (1) supervise the court visitor program established under Section 648 of this code and in that capacity serve as the chief court visitor; (2) investigate a complaint received from any person about a guardianship and report to the judge, if necessary; and (3) perform other duties as assigned by the judge or required by this code. (c) After making an investigation under Subsection (a) or (b) of this section, a court investigator shall file with the court a report of the court investigator's findings and conclusions. Disclosure to a jury of the contents of a court investigator's report is subject to the Texas Rules of Civil Evidence. In a contested case, the court investigator shall provide copies of the report to the attorneys for the parties before the earlier of: (1) the seventh day after the day the report is completed; or (2) the 10th day before the day the trial is scheduled to begin. (d) Nothing in this section supersedes any duty or obligation of another to report or investigate abuse or neglect under any statute of this state. Added by Acts 1995, 74th Leg., ch. 1039, § 24, eff. Sept. 1, 1995. Amended by Acts 1999, 76th Leg., ch. 829, § 3, eff. Sept. 1, 1999. § 649. EVIDENCE. In a guardianship proceeding, the rules relating to witnesses and evidence that govern in the district court apply as far as practicable. If there is no opposing party or attorney of record on whom to serve notice and copies of interrogatories, service may be had by posting notice of the intention to take depositions for a period of 10 days as provided by this chapter in the provisions governing a posting of notice. When notice by posting under this section is filed with the clerk, a copy of the interrogatories shall also be filed. At the expiration of the 10-day period, commission may issue for taking the depositions and the judge may file cross-interrogatories if no person appears. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 650. DECREES AND SIGNING OF MINUTES. A decision, order, decree, or judgment of the court in a guardianship matter must be rendered in open court, except in a case in which it is otherwise expressly provided. The judge shall approve and sign the guardianship minutes on the first day of each month. If the first day of the month falls on a Saturday, Sunday, or legal holiday, the judge's approval shall be entered on the preceding or succeeding day. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 651. ENFORCEMENT OF ORDERS. The judge may enforce obedience to an order entered against a guardian by attachment and imprisonment. An imprisonment of a guardian may not exceed three days for any one offense, unless expressly provided otherwise in this chapter. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993.PART F. POST-TRIAL MATTERS § 653. EXECUTION. An execution in a guardianship matter shall be directed "To any sheriff or any constable within the State of Texas," made returnable in 60 days, and attested and signed by the clerk officially under the seal of the court. A proceeding under an execution in a guardianship matter is governed so far as applicable by the laws regulating a proceeding under an execution issued from the district court. An execution directed to the sheriff or a constable of a specific county in this state may not be held defective if the execution was properly executed within the county by the officer to whom the direction for execution was given. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 654. ATTACHMENT FOR PROPERTY. When a complaint in writing and under oath that the guardian is about to remove the estate or any part of the estate beyond the limits of the state is made to the judge by a person interested in the estate of a minor or other incapacitated person, the judge may order a writ to issue, directed "To any sheriff or any constable within the State of Texas," commanding the sheriff or constable to seize the estate or any part of the estate and to hold the estate subject to further court order. The judge may not issue a writ unless the complainant gives a bond, in the sum the judge requires, payable to the guardian of the estate and conditioned on payment of all damages and costs that shall be recovered for a wrongful suit out of the writ. A writ of attachment directed to the sheriff or a constable of a specific county in this state is not defective if the writ was properly executed within the county by the officer to whom the direction to seize the estate was given. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 655. GUARDIAN TO SERVE PENDING APPEAL OF APPOINTMENT. Pending an appeal from an order or judgment appointing a guardian, an appointee shall continue to act as guardian and shall continue the prosecution of a pending suit in favor of the guardianship. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 656. APPEAL BOND OF GUARDIAN. When a guardian appeals, a bond is not required, unless the appeal personally concerns the guardian, in which case the guardian must give the bond. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 657. BILL OF REVIEW. A person interested, including a ward, by bill of review filed in the court in which a guardianship proceeding took place, may have a decision, order, or judgment rendered by the court, revised and corrected if an error is shown on the decision, order, or judgment. A process or action under the decision, order, or judgment is not stayed except by writ of injunction. A bill of review may not be filed after two years have elapsed from the date of the decision, order, or judgment. A person with a disability has two years after the removal of the person's respective disability to apply for a bill of review. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993.PART G. LETTERS OF GUARDIANSHIP § 659. ISSUANCE OF LETTERS OF GUARDIANSHIP. (a) When a person who is appointed guardian has qualified under Section 699 of this code, the clerk shall issue to the guardian a certificate under seal, stating the fact of the appointment, of the qualification, the date of the appointment and qualification, and the date the letters of guardianship expire. The certificate issued by the clerk constitutes letters of guardianship. (b) All letters of guardianship expire one year and four months after the date of issuance unless renewed. (c) The clerk may not renew letters of guardianship relating to the appointment of a guardian of the estate until the court receives and approves the guardian's annual accounting. The clerk may not renew letters of guardianship relating to the appointment of a guardian of the person until the court receives and approves the annual report. If the guardian's annual accounting or annual report is disapproved or not timely filed, the clerk may not issue further letters of guardianship to the delinquent guardian unless ordered by the court. (d) Regardless of the date the court approves an annual accounting or annual report for purposes of this section, a renewal relates back to the date the original letters of guardianship are issued, unless the accounting period has been changed as provided by this chapter, in which case a renewal relates back to the first day of the accounting period. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 1995, 74th Leg., ch. 1039, § 25, eff. Sept. 1, 1995. § 660. LETTERS OR ORDER MADE EVIDENCE. (a) Letters of guardianship or a certificate under seal of the clerk of the court that granted the letters issued under Section 659 of this code is sufficient evidence of the appointment and qualification of the guardian and of the date of qualification. (b) The court order that appoints the guardian is evidence of the authority granted to the guardian and of the scope of the powers and duties that the guardian may exercise only after the date letters of guardianship or a certificate has been issued under Section 659 of this code. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 1995, 74th Leg., ch. 1039, § 26, eff. Sept. 1, 1995. § 661. ISSUANCE OF NEW LETTERS. When letters of guardianship have been destroyed or lost, the clerk shall issue new letters that have the same force and effect as the original letters. The clerk shall also issue any number of letters on request of the person who holds the letters. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 662. RIGHTS OF THIRD PERSONS DEALING WITH GUARDIAN. When a guardian who has qualified performs any act as guardian that is in conformity with the guardian's authority and the law, the guardian's act continues to be valid for all intents and purposes in regard to the rights of an innocent purchaser of the property of the guardianship estate who purchased the property from the guardian for a valuable consideration, in good faith, and without notice of any illegality in the title to the property, even if the guardian's act or the authority under which the act was performed may later be set aside, annulled, or declared invalid. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 663. VALIDATION OF CERTAIN LETTERS OF GUARDIANSHIP. All presently existing letters of guardianship issued to a nonresident guardian, with or without the procedure provided in this subpart, in whole or in part, and with or without a notice or citation required of resident guardians, are validated as of each letter's date, insofar as the absence of the procedure, notice, or citations is concerned. An otherwise valid conveyance, mineral lease, or other act of a nonresident guardian qualified and acting in connection with the letters of guardianship under supporting orders of a county or probate court of this state are validated. This section does not apply to any letters, conveyance, lease, or other act of a nonresident guardian under this section if the absence of the procedure, notice, or citation involving the letters, conveyance, lease, or other act of the nonresident guardian is an issue in a lawsuit pending in this state on September 1, 1993. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993.PART H. COMPENSATION, EXPENSES, AND COURT COSTS § 665. COMPENSATION OF GUARDIANS AND TEMPORARY GUARDIANS. (a) The court may authorize compensation for a guardian or a temporary guardian serving as a guardian of the person alone from available funds of the ward's estate or other funds available for that purpose. The court shall set the compensation in an amount not exceeding five percent of the ward's gross income. In determining whether to authorize compensation for a guardian under this section, the court shall consider the ward's monthly income from all sources and whether the ward receives medical assistance under the state Medicaid program. (b) The guardian or temporary guardian of an estate is entitled to reasonable compensation on application to the court at the time the court approves any annual accounting or final accounting filed by the guardian or temporary guardian under this chapter. A fee of five percent of the gross income of the ward's estate and five percent of all money paid out of the estate is considered reasonable under this subsection if the court finds that the guardian or temporary guardian has taken care of and managed the estate in compliance with the standards of this chapter. (c) On application of an interested person or on its own motion, the court may review and modify the amount of compensation authorized under Subsection (b) of this section if the court finds that the amount is unreasonably low when considering the services rendered as guardian or temporary guardian. (d) A finding of unreasonably low compensation may not be established under Subsection (c) of this section solely because the amount of compensation is less than the usual and customary charges of the person or entity serving as guardian or temporary guardian. (e) The court, on application of an interested person or on its own motion, may deny a fee authorized under this section in whole, or in part, if: (1) the court finds that the guardian or temporary guardian has not adequately performed the duties required of a guardian or temporary guardian under this chapter; or (2) the guardian or temporary guardian has been removed for cause. (f) Except as provided by Subsection (c) of this section for a fee that is determined by the court to be unreasonably low, the aggregate fee of the guardian of the person and guardian of the estate may not exceed an amount equal to five percent of the gross income of the ward's estate plus five percent of all money paid out of the estate. (g) If the estate of a ward is insufficient to pay for the services of a private professional guardian or a licensed attorney serving as guardian of the ward's person, the court may authorize compensation for that guardian if funds in the county treasury are budgeted for that purpose. (h) In this section: (1) "Gross income" does not include Department of Veterans Affairs or Social Security benefits received by a ward. (2) "Money paid out" does not include any money loaned, invested, or paid over on the settlement of the guardianship or a tax-motivated gift made by the ward. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 1995, 74th Leg., ch. 1039, § 27, eff. Sept. 1, 1995; Acts 1999, 76th Leg., ch. 905, § 1, eff. Sept. 1, 1999; Acts 2001, 77th Leg., ch. 217, § 3, eff. Sept. 1, 2001; Acts 2001, 77th Leg., ch. 953, § 1, eff. Sept. 1, 2001. § 665A. PAYMENT FOR PROFESSIONAL SERVICES. The court shall order the payment of a fee set by the court as compensation to the attorneys, mental health professionals, and interpreters appointed under Section 646 or 687 of this code, as applicable, to be taxed as costs in the case. If after examining the proposed ward's assets the court determines the proposed ward is unable to pay for services provided by an attorney, a mental health professional, or an interpreter appointed under Section 646 or 687 of this code, as applicable, the county is responsible for the cost of those services. Added by Acts 1995, 74th Leg., ch. 1039, § 28, eff. Sept. 1, 1995. § 665B. COMPENSATION OF CERTAIN ATTORNEYS. (a) A court that creates a guardianship for a ward under this chapter, on request of a person who filed an application to be appointed guardian of the proposed ward or for the appointment of another suitable person as guardian of the proposed ward, may authorize compensation of an attorney who represents the person who filed the application at the application hearing, regardless of whether the person is appointed the ward's guardian, from: (1) available funds of the ward's estate; or (2) the county treasury if: (A) the ward's estate is insufficient to pay for the services provided by the attorney; and (B) funds in the county treasury are budgeted for that purpose. (b) The court may not authorize compensation under this section unless the court finds that the applicant acted in good faith and for just cause in the filing and prosecution of the application. Added by Acts 1995, 74th Leg., ch. 1039, § 28, eff. Sept. 1, 1995. Amended by Acts 1999, 76th Leg., ch. 905, § 2, eff. Sept. 1, 1999. Subsec. (a) amended by Acts 2003, 78th Leg., ch. 549, § 10, eff. Sept. 1, 2003. § 665C. COMPENSATION FOR COLLECTION OF CLAIMS AND RECOVERY OF PROPERTY. (a) Except as provided by Subsection (b) of this section, a guardian of an estate may enter into a contract to convey, or may convey, a contingent interest in any property sought to be recovered, not exceeding one-third thereof for services of attorneys, subject only to the approval of the court in which the estate is being administered. (b) A guardian of an estate may convey or contract to convey for services of attorneys a contingent interest that exceeds one-third of the property sought to be recovered under this section only on the approval of the court in which the estate is being administered. The court must approve a contract entered into or conveyance made under this section before an attorney performs any legal services. A contract entered into or conveyance made in violation of this section is void, unless the court ratifies or reforms the contract or documents relating to the conveyance to the extent necessary to cause the contract or conveyance to meet the requirements of this section. (c) In approving a contract or conveyance under Subsection (a) or (b) of this section for services of an attorney, the court shall consider: (1) the time and labor that will be required, the novelty and difficulty of the questions to be involved, and the skill that will be required to perform the legal services properly; (2) the fee customarily charged in the locality for similar legal services; (3) the value of property recovered or sought to be recovered by the personal representative under this section; (4) the benefits to the estate that the attorney will be responsible for securing; and (5) the experience and ability of the attorney who will be performing the services. (d) On satisfactory proof to the court, a guardian of an estate is entitled to all necessary and reasonable expenses incurred by the guardian in collecting or attempting to collect a claim or debt owed to the estate or in recovering or attempting to recover property to which the estate has a title or claim. Added by Acts 1995, 74th Leg., ch. 1039, § 28, eff. Sept. 1, 1995. § 666. EXPENSES ALLOWED. A guardian is entitled to be reimbursed from the guardianship estate for all necessary and reasonable expenses incurred in performing any duty as a guardian, including reimbursement for the payment of reasonable attorney's fees necessarily incurred by the guardian in connection with the management of the estate or any other guardianship matter. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 2001, 77th Leg., ch. 953, § 2, eff. Sept. 1, 2001. § 667. EXPENSE ACCOUNT. All expense charges shall be: (1) in writing, showing specifically each item of expense and the date of the expense; (2) verified by affidavit of the guardian; (3) filed with the clerk; and (4) paid only if the payment is authorized by court order. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 2001, 77th Leg., ch. 953, § 3, eff. Sept. 1, 2001. § 668. COSTS ADJUDGED AGAINST GUARDIAN. When costs are incurred because a guardian neglects to perform a required duty or if a guardian is removed for cause, the guardian and the sureties on the guardian's bond are liable for: (1) costs of removal and other additional costs incurred that are not authorized expenditures under this chapter; and (2) reasonable attorney's fees incurred in removing the guardian or in obtaining compliance regarding any statutory duty the guardian has neglected. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 669. COSTS AGAINST GUARDIANSHIP. (a) Except as provided by Subsection (b), in a guardianship matter, the cost of the proceeding, including the cost of the guardian ad litem or court visitor, shall be paid out of the guardianship estate, or, if the estate is insufficient to pay for the cost of the proceeding, the cost of the proceeding shall be paid out of the county treasury, and the judgment of the court shall be issued accordingly. (b) If a court denies an application for the appointment of a guardian under this chapter based on the recommendation of a court investigator, the applicant shall pay the cost of the proceeding. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 1995, 74th Leg., ch. 1039, § 29, eff. Sept. 1, 1995.PART I. DUTY AND RESPONSIBILITY OF COURT § 671. JUDGE'S DUTY. (a) The court shall use reasonable diligence to determine whether a guardian is performing all of the duties required of the guardian that pertain to the guardian's ward. (b) The judge, at least annually, shall examine the well-being of each ward of the court and the solvency of the bonds of the guardians of the estates. (c) If after examining the solvency of a guardian's bond under this section a judge determines that the guardian's bond is not sufficient to protect the ward or the ward's estate, the judge shall require the guardian to execute a new bond. (d) The judge shall notify the guardian and the sureties on the bond as provided by law. If damage or loss results to a guardianship or ward because of gross neglect of the judge to use reasonable diligence in the performance of the judge's duty under this section, the judge shall be liable on the judge's bond to those damaged by the judge's neglect. (e) The court may request an applicant or court-appointed fiduciary to produce other information identifying an applicant, ward, or guardian, including social security numbers, in addition to identifying information the applicant or fiduciary is required to produce under this code. The court shall maintain the information required under this subsection, and the information may not be filed with the clerk. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 1997, 75th Leg., ch. 77, § 3, eff. Sept. 1, 1997. § 672. ANNUAL DETERMINATION WHETHER GUARDIANSHIP SHOULD BE CONTINUED, MODIFIED, OR TERMINATED. (a) A court in which a guardianship proceeding is pending shall review annually each guardianship in which the application to create the guardianship was filed after September 1, 1993, and may review annually any other guardianship to determine whether the guardianship should be continued, modified, or terminated. (b) In reviewing a guardianship as provided by Subsection (a) of this section, a statutory probate court may: (1) review any report prepared by a court investigator under Section 648A or 694A(c) of this code; (2) review any report prepared by a guardian ad litem under Section 694A(c) of this code; (3) review any report prepared by a court visitor under Section 648 of this code; (4) conduct a hearing; or (5) review an annual account prepared under Section 741 of this code or a report prepared under Section 743 of this code. (c) In reviewing a guardianship as provided by Subsection (a) of this section, a court that is not a statutory probate court may use any appropriate method determined by the court according to the court's caseload and the resources available to the court. (d) A determination under this section must be in writing and filed with the clerk. (e) This section does not apply to a guardianship that is created only because it is necessary for a person to have a guardian appointed to receive funds from a governmental source. Added by Acts 1995, 74th Leg., ch. 1039, § 30, eff. Sept. 1, 1995. Subsec. (b) amended by Acts 2005, 79th Leg., ch. 200, § 3, eff. Sept. 1, 2005.PART J. LIABILITY OF GUARDIAN § 673. LIABILITY OF GUARDIAN FOR CONDUCT OF WARD. A person is not liable to a third person solely because the person has been appointed guardian of a ward under this chapter. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Section heading amended by Acts 2005, 79th Leg., ch. 268, § 3.07, eff. Sept. 1, 2005. § 674. IMMUNITY OF GUARDIANSHIP PROGRAM. A guardianship program is not liable for civil damages arising from an action taken or omission made by a person while providing guardianship services to a ward on behalf of the guardianship program, unless the action or omission: (1) was wilfully wrongful; (2) was taken or made with conscious indifference or reckless disregard to the safety of the incapacitated person or another; (3) was taken or made in bad faith or with malice; or (4) was grossly negligent. Added by Acts 2005, 79th Leg., ch. 268, § 3.08, eff. Sept. 1, 2005.PART A. APPOINTMENT § 675. RIGHTS AND POWERS RETAINED BY WARD. An incapacitated person for whom a guardian is appointed retains all legal and civil rights and powers except those designated by court order as legal disabilities by virtue of having been specifically granted to the guardian. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. § 676. GUARDIANS OF MINORS. (a) Except as provided by Section 680 of this code, the selection of a guardian for a minor is governed by this section. (b) If the parents live together, both parents are the natural guardians of the person of the minor children by the marriage, and one of the parents is entitled to be appointed guardian of the children's estates. If the parents disagree as to which parent should be appointed, the court shall make the appointment on the basis of which parent is better qualified to serve in that capacity. If one parent is dead, the survivor is the natural guardian of the person of the minor children and is entitled to be appointed guardian of their estates. The rights of parents who do not live together are equal, and the guardianship of their minor children shall be assigned to one or the other, considering only the best interests of the children. (c) In appointing a guardian for a minor orphan: (1) if the last surviving parent did not appoint a guardian, the nearest ascendant in the direct line of the minor is entitled to guardianship of both the person and the estate of the minor; (2) if more than one ascendant exists in the same degree in the direct line, one ascendant shall be appointed, according to circumstances and considering the best interests of the minor; (3) if the minor has no ascendant in the direct line, the nearest of kin shall be appointed, and if there are two or more persons in the same degree of kinship, one shall be appointed, according to circumstances and considering the best interests of the minor; and (4) if no relative of the minor is eligible to be guardian, or if no eligible person applies to be guardian, the court shall appoint a qualified person as guardian. (d) Notwithstanding Subsection (b) of this section and Section 690 of this code, the surviving parent of a minor may by will or written declaration appoint any eligible person to be guardian of the person of the parent's minor children after the death of the parent or in the event of the parent's incapacity. (e) After the death of the surviving parent of a minor or if the court finds the surviving parent is an incapacitated person, as appropriate, the court shall appoint the person designated in the will or declaration to serve as guardian of the person of the parent's minor children in preference to those otherwise entitled to serve as guardian under this chapter unless the court finds that the designated guardian is disqualified, is dead, refuses to serve, or would not serve the best interests of the minor children. (f) On compliance with this chapter, an eligible person is also entitled to be appointed guardian of the children's estates after the death of the parent or in the event of the parent's incapacity. (g) The powers of a person appointed to serve as the designated guardian of the person or estate, or both, of a minor child solely because of the incapacity of the minor's surviving parent and in accordance with this section and Section 677A of this code terminate when a probate court enters an order finding that the surviving parent is no longer an incapacitated person. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 1995, 74th Leg., ch. 304, § 1, eff. Sept. 1, 1995; Acts 2001, 77th Leg., ch. 217, § 4, eff. Sept. 1, 2001. § 677. GUARDIANS OF PERSONS OTHER THAN MINORS. (a) The court shall appoint a guardian for a person other than a minor according to the circumstances and considering the best interests of the ward. If the court finds that two or more eligible persons are equally entitled to be appointed guardian: (1) the ward's spouse is entitled to the guardianship in preference to any other person if the spouse is one of the eligible persons; (2) the eligible person nearest of kin to the ward is entitled to the guardianship if the ward's spouse is not one of the eligible persons; or (3) the court shall appoint the eligible person who is best qualified to serve as guardian if: (A) the persons entitled to serve under Subdivisions (1) and (2) of this section refuse to serve; (B) two or more persons entitled to serve under Subdivision (2) of this section are related in the same degree of kinship to the ward; or (C) neither the ward's spouse or any person related to the ward is an eligible person. (b) The surviving parent of an adult individual who is an incapacitated person may by will or written declaration appoint an eligible person to be guardian of the person of the adult individual after the parent's death or in the event of the parent's incapacity if the parent is the guardian of the person of the adult individual. (c) After the death of the surviving parent of an adult individual who is an incapacitated person or if the court finds the surviving parent becomes an incapacitated person after being appointed the individual's guardian, as appropriate, the court shall appoint the person designated in the will or declaration to serve as guardian in preference to those otherwise entitled to serve as guardian under this chapter unless the court finds that the designated guardian is disqualified, is dead, refuses to serve, or would not serve the best interests of the adult individual. (d) On compliance with this chapter, the eligible person appointed under Subsection (c) of this section is also entitled to be appointed guardian of the adult individual's estate after the death of the individual's parent or in the event of the parent's incapacity if the individual's parent is the guardian of the individual's estate. (e) The powers of a person appointed to serve as the designated guardian of the person or estate, or both, of an adult individual solely because of the incapacity of the individual's surviving parent and in accordance with this section and Section 677A of this code terminate when a probate court enters an order finding that the surviving parent is no longer an incapacitated person and reappointing the surviving parent as the individual's guardian. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 1995, 74th Leg., ch. 304, § 2, eff. Sept. 1, 1995; Acts 2001, 77th Leg., ch. 217, § 5, eff. Sept. 1, 2001. § 677A. WRITTEN DECLARATIONS BY CERTAIN PARENTS TO APPOINT GUARDIANS FOR THEIR CHILDREN. (a) A written declaration appointing an eligible person to be guardian of the person of the parent's child under Section 676(d) or 677(b) of this code must be signed by the declarant and be: (1) written wholly in the handwriting of the declarant; or (2) attested to in the presence of the declarant by at least two credible witnesses 14 years of age or older who are not named as guardian or alternate guardian in the declaration. (b) A declaration that is not written wholly in the handwriting of the declarant may be signed by another person for the declarant under the direction of and in the presence of the declarant. (c) A declaration described by Subsection (a)(2) of this section may have attached a self-proving affidavit signed by the declarant and the witnesses attesting to the competence of the declarant and the execution of the declaration. (d) The declaration and any self-proving affidavit may be filed with the court at any time after the application for appointment of a guardian is filed and before a guardian is appointed. (e) If the designated guardian does not qualify, is dead, refuses to serve, resigns, or dies after being appointed guardian, or is otherwise unavailable to serve as guardian, the court shall appoint the next eligible designated alternate guardian named in the declaration. If the guardian and all alternate guardians do not qualify, are dead, refuse to serve, or later die or resign, the court shall appoint another person to serve as otherwise provided by this code. (f) The declarant may revoke a declaration in any manner provided for the revocation of a will under Section 63 of this code, including the subsequent reexecution of the declaration in the manner required for the original declaration. (g) A declaration and affidavit may be in any form adequate to clearly indicate the declarant's intention to designate a guardian for the declarant's child. The following form may, but need not, be used:DECLARATION OF APPOINTMENT OF GUARDIAN FOR MY CHILDREN IN THE EVENT OF MY DEATH OR INCAPACITY I, __________, make this Declaration to appoint as guardian for my child or children, listed as follows, in the event of my death or incapacity: ______________________________ ______________________________ ______________________________ ______________________________ ______________________________ ______________________________ (add blanks as appropriate) I designate __________ to serve as guardian of the person of my (child or children), __________ as first alternate guardian of the person of my (child or children), __________ as second alternate guardian of the person of my (child or children), and __________ as third alternate guardian of the person of my (child or children). I direct that the guardian of the person of my (child or children) serve (with or without) bond. (If applicable) I designate __________ to serve as guardian of the estate of my (child or children), __________ as first alternate guardian of the estate of my (child or children), __________ as second alternate guardian of the estate of my (child or children), and __________ as third alternate guardian of the estate of my (child or children). If any guardian or alternate guardian dies, does not qualify, or resigns, the next named alternate guardian becomes guardian of my (child or children). Signed this __________ day of __________, 20__. ______________________________ Declarant ______________________________ ______________________________ Witness WitnessSELF-PROVING AFFIDAVIT Before me, the undersigned authority, on this date personally appeared the declarant, and __________ and __________ as witnesses, and all being duly sworn, the declarant said that the above instrument was his or her Declaration of Appointment of Guardian for the Declarant's Children in the Event of Declarant's Death or Incapacity and that the declarant had made and executed it for the purposes expressed in the declaration. The witnesses declared to me that they are each 14 years of age or older, that they saw the declarant sign the declaration, that they signed the declaration as witnesses, and that the declarant appeared to them to be of sound mind. ______________________________ Declarant ______________________________ ______________________________ Affiant Affiant Subscribed and sworn to before me by the above named declarant and affiants on this ___ day of __________, 20__. ___________________________ Notary Public in and for the State of Texas My Commission expires: ___________________________ (h) In this section, "self-proving affidavit" means an affidavit the form and content of which substantially complies with the requirements of Subsection (g) of this section. Added by Acts 1995, 74th Leg., ch. 304, § 3, eff. Sept. 1, 1995. Amended by Acts 1997, 75th Leg., ch. 77, § 4, eff. Sept. 1, 1997; Acts 1999, 76th Leg., ch. 1078, § 2, eff. Sept. 1, 1999; Acts 2001, 77th Leg., ch. 217, § 6, eff. Sept. 1, 2001. § 677B. PROOF OF WRITTEN DECLARATION OF CERTAIN PARENTS TO DESIGNATE CHILDRENS' GUARDIAN. (a) In this section: (1) "Declaration" means a written declaration of a person that: (A) appoints a guardian for the person's child under Section 676(d) or 677(b) of this code; and (B) satisfies the requirements of Section 677A of this code. (2) "Self-proving affidavit" means an affidavit the form and content of which substantially complies with the requirements of Section 677A(g) of this code. (3) "Self-proving declaration" includes a self-proving affidavit that is attached or annexed to a declaration. (b) If a declaration is self-proved, the court may admit the declaration into evidence without the testimony of witnesses attesting to the competency of the declarant and the execution of the declaration. Additional proof of the execution of the declaration with the formalities and solemnities and under the circumstances required to make it a valid declaration is not necessary. (c) At any time during the declarant's lifetime, a written declaration described by Section 677A(a)(1) of this code may be made self-proved in the same form and manner a will written wholly in the handwriting of a testator is made self-proved under Section 60 of this code. (d) A properly executed and witnessed self-proving declaration and affidavit, including a declaration and affidavit described by Section 677A(c) of this code, are prima facie evidence that the declarant was competent at the time the declarant executed the declaration and that the guardian named in the declaration would serve the best interests of the ward. (e) A written declaration described by Section 677A(a)(1) of this code that is not self-proved may be proved in the same manner a will written wholly in the handwriting of the testator is proved under Section 84 of this code. (f) A written declaration described by Section 677A(a)(2) of this code that is not self-proved may be proved in the same manner an attested written will produced in court is proved under Section 84 of this code. Added by Acts 2001, 77th Leg., ch. 217, § 7, eff. Sept. 1, 2001. § 678. PRESUMPTION CONCERNING BEST INTEREST. It is presumed not to be in the best interests of a ward to appoint a person as guardian of the ward if the person has been finally convicted of any sexual offense, sexual assault, aggravated assault, aggravated sexual assault, injury to a child, to an elderly individual, or to a disabled individual, abandoning or endangering a child, or incest. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 1995, 74th Leg., ch. 612, § 1, eff. Aug. 28, 1995. § 679. DESIGNATION OF GUARDIAN BEFORE NEED ARISES. (a) A person other than an incapacitated person may designate by a written declaration persons to serve as guardian of the person of the declarant or the estate of the declarant if the declarant becomes incapacitated. The declaration must be signed by the declarant and be: (1) written wholly in the handwriting of the declarant; or (2) attested to in the presence of the declarant by at least two credible witnesses 14 years of age or older who are not named as guardian or alternate guardian in the declaration. (b) A declarant may, in the declaration, disqualify named persons from serving as guardian of the declarant's person or estate, and the persons named may not be appointed guardian under any circumstances. (c) A declaration that is not written wholly in the handwriting of a declarant may be signed by another person for the declarant under the direction of and in the presence of the declarant. (d) A declaration described by Subsection (a)(2) of this section may have attached a self-proving affidavit signed by the declarant and the witnesses attesting to the competence of the declarant and the execution of the declaration. (e) The declaration and any self-proving affidavit may be filed with the court at any time after the application for appointment of a guardian is filed and before a guardian is appointed. (f) Unless the court finds that the person designated in the declaration to serve as guardian is disqualified or would not serve the best interests of the ward, the court shall appoint the person as guardian in preference to those otherwise entitled to serve as guardian under this code. If the designated guardian does not qualify, is dead, refuses to serve, resigns, or dies after being appointed guardian, or is otherwise unavailable to serve as guardian, the court shall appoint the next eligible designated alternate guardian named in the declaration. If the guardian and all alternate guardians do not qualify, are dead, refuse to serve, or later die or resign, the court shall appoint another person to serve as otherwise provided by this code. (g) The declarant may revoke a declaration in any manner provided for the revocation of a will under Section 63 of this code, including the subsequent reexecution of the declaration in the manner required for the original declaration. (h) If a declarant designates the declarant's spouse to serve as guardian under this section, and the declarant is subsequently divorced from that spouse before a guardian is appointed, the provision of the declaration designating the spouse has no effect. (i) A declaration and affidavit may be in any form adequate to clearly indicate the declarant's intention to designate a guardian. The following form may, but need not, be used:DECLARATION OF GUARDIAN IN THE EVENT OF LATER INCAPACITY OR NEED OF GUARDIAN I, __________, make this Declaration of Guardian, to operate if the need for a guardian for me later arises. 1. I designate __________ to serve as guardian of my person, __________ as first alternate guardian of my person, __________ as second alternate guardian of my person, and __________ as third alternate guardian of my person. 2. I designate __________ to serve as guardian of my estate, __________ as first alternate guardian of my estate, __________ as second alternate guardian of my estate, and __________ as third alternate guardian of my estate. 3. If any guardian or alternate guardian dies, does not qualify, or resigns, the next named alternate guardian becomes my guardian. 4. I expressly disqualify the following persons from serving as guardian of my person: __________, __________, and __________. 5. I expressly disqualify the following persons from serving as guardian of my estate: __________, __________, and __________. Signed this ___ day of __________, 20__. ______________________________ Declarant ______________________________ ______________________________ Witness WitnessSELF-PROVING AFFIDAVIT Before me, the undersigned authority, on this date personally appeared the declarant, and ____________ and ____________ as witnesses, and all being duly sworn, the declarant said that the above instrument was his or her Declaration of Guardian and that the declarant had made and executed it for the purposes expressed in the declaration. The witnesses declared to me that they are each 14 years of age or older, that they saw the declarant sign the declaration, that they signed the declaration as witnesses, and that the declarant appeared to them to be of sound mind. ______________________________ Declarant ______________________________ ______________________________ Affiant Affiant Subscribed and sworn to before me by the above named declarant and affiants on this ____ day of __________, 20__. ___________________________ Notary Public in and for the State of Texas My Commission expires: ___________________________ (j) In this section, "self-proving affidavit" means an affidavit the form and content of which substantially complies with the requirements of Subsection (i) of this section. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 2001, 77th Leg., ch. 217, § 8, eff. Sept. 1, 2001. § 679A. PROOF OF WRITTEN DECLARATION TO DESIGNATE GUARDIAN BEFORE NEED ARISES. (a) In this section: (1) "Declaration" means a written declaration of a person that: (A) designates another person to serve as a guardian of the person or estate of the declarant; and (B) satisfies the requirements of Section 679 of this code. (2) "Self-proving affidavit" means an affidavit the form and content of which substantially complies with the requirements of Section 679(i) of this code. (3) "Self-proving declaration" includes a self-proving affidavit that is attached or annexed to a declaration. (b) If a declaration is self-proved, the court may admit the declaration into evidence without the testimony of witnesses attesting to the competency of the declarant and the execution of the declaration. Additional proof of the execution of the declaration with the formalities and solemnities and under the circumstances required to make it a valid declaration is not necessary. (c) At any time during the declarant's lifetime, a written declaration described by Section 679(a)(1) of this code may be made self-proved in the same form and manner a will written wholly in the handwriting of a testator is made self-proved under Section 60 of this code. (d) A properly executed and witnessed self-proving declaration and affidavit, including a declaration and affidavit described by Section 679(d) of this code, are prima facie evidence that the declarant was competent at the time the declarant executed the declaration and that the guardian named in the declaration would serve the best interests of the ward. (e) A written declaration described by Section 679(a)(1) of this code that is not self-proved may be proved in the same manner a will written wholly in the handwriting of the testator is proved under Section 84 of this code. (f) A written declaration described by Section 679(a)(2) of this code that is not self-proved may be proved in the same manner an attested written will produced in court is proved under Section 84 of this code. Added by Acts 2001, 77th Leg., ch. 217, § 9, eff. Sept. 1, 2001. § 680. SELECTION OF GUARDIAN BY MINOR. (a) When an application is filed for the guardianship of the person or estate, or both, of a minor at least 12 years of age, the minor, by writing filed with the clerk, may choose the guardian if the court approves the choice and finds that the choice is in the best interest of the minor. (b) A minor at least 12 years of age may select another guardian of either the minor's person or estate, or both, if the minor has a guardian appointed by the court or the minor has a guardian appointed by will or written declaration of the parent of the minor and that guardian dies, resigns, or is removed from guardianship. If the court is satisfied that the person selected is suitable and competent and that the appointment of the person is in the best interest of the minor, it shall make the appointment and revoke the letters of guardianship of the former guardian. The minor shall make the selection by filing an application in open court in person or by attorney. Added by Acts 1993, 73rd Leg., ch. 957, § 1, eff. Sept. 1, 1993. Amended by Acts 1995, 74th Leg., ch. 1039, § 31, eff. Sept. 1, 1995. § 681. PERSONS DISQUALIFIED TO SERVE AS GUARDIANS. A person may not be appointed guardian if the person is: (1) a minor; (2) a person whose co