House Bill 36 (AS PASSED HOUSE AND SENATE)
By: Representatives Leverett of the 123rd, Scoggins of the 14th, Kelley of the 16th, Oliver of
the 84th, Powell of the 33rd, and others
A BILL TO BE ENTITLED
AN ACT
To amend Title 29 of the Official Code of Georgia Annotated, relating to guardian and ward,
so as to revise the list of providers who are authorized to participate in the processes for
appointment of a guardian for an adult, the modification and termination of such
guardianship, and the appointment of emergency guardian; to revise the list of providers who
are authorized to participate in the processes for appointment of a conservator for an adult,
the modification and termination of such conservatorship, and the appointment of emergency
conservator; to provide for limitations on the powers and duties of certain emergency
conservators; to revise and provide for definitions; to provide for related matters; to repeal
conflicting laws; and for other purposes.
BE IT ENACTED BY THE GENERAL ASSEMBLY OF GEORGIA:
SECTION 1.
Title 29 of the Official Code of Georgia Annotated, relating to guardian and ward, is
amended by revising paragraph (10) of Code Section 29-1-1, relating to definitions, as
follows:
"(10) 'Licensed clinical social worker' means a social worker who is licensed as such in
accordance with the provisions of Chapter 10A of Title 43."
SECTION 2.
Said title is further amended in Code Section 29-4-1, relating to prerequisite findings prior
to appointment of guardian for adult and extent of guardianship, by adding a new paragraph
to subsection (e) to read as follows:
"(3) An adult shall not be presumed to be in need of a guardian solely because of a
finding that the adult has one or more developmental disabilities as defined in
paragraph (8) of Code Section 37-1-1."
SECTION 3.
Said title is further amended in Code Section 29-4-10, relating to petition for appointment
of guardian and requirements for petition, by revising paragraph (1) of subsection (c) as
follows:
"(c)(1) The petition shall be sworn to by two or more petitioners or shall be supported
by an affidavit of a physician licensed to practice medicine under Chapter 34 of Title 43,
a psychologist licensed to practice under Chapter 39 of Title 43, a physician assistant
licensed under Chapter 34 of Title 43, a nurse practitioner or clinical nurse specialist in
psychiatric/mental health licensed or registered under Chapter 26 of Title 43, a
professional counselor licensed under Chapter 10A of Title 43, or a licensed clinical
social worker, or, if the proposed ward is a patient in any federal medical facility in which
such a physician, psychologist, or physician assistant, nurse practitioner, clinical nurse
specialist in psychiatric/mental health, professional counselor, or licensed clinical social
worker is not available, a physician, psychologist, or physician assistant, nurse
practitioner, clinical nurse specialist in psychiatric/mental health, professional counselor,
or licensed clinical social worker who is authorized to practice in that such federal
facility."
SECTION 4.
Said title is further amended in Code Section 29-4-11, relating to prerequisite judicial finding
of probable cause, notice, petition, evaluations, and reporting requirements for appointment
for guardians for adults, by revising subsection (d) as follows:
"(d)(1) If the petition is not dismissed under pursuant to subsection (b) of this Code
section, the court shall appoint an evaluating physician evaluator who shall be a physician
licensed to practice medicine under Chapter 34 of Title 43, a psychologist licensed to
practice under Chapter 39 of Title 43, a physician assistant licensed under Chapter 34 of
Title 43, a nurse practitioner or clinical nurse specialist in psychiatric/mental health
licensed or registered under Chapter 26 of Title 43, a professional counselor licensed
under Chapter 10A of Title 43, or a licensed clinical social worker, or, if the proposed
ward is a patient in any federal medical facility in which such a physician, psychologist,
or physician assistant, nurse practitioner, clinical nurse specialist in psychiatric/mental
health, professional counselor, or licensed clinical social worker is not available, a
physician, psychologist, or physician assistant, nurse practitioner, clinical nurse specialist
in psychiatric/mental health, professional counselor, or licensed clinical social worker
who is authorized to practice in that such federal facility, other than the physician,
psychologist, or physician assistant, nurse practitioner, clinical nurse specialist in
psychiatric/mental health, professional counselor, or licensed clinical social worker who
completed the affidavit attached to the petition pursuant to subsection (c) of Code Section
29-4-10.
(2) When evaluating the proposed ward, the physician, psychologist, or physician
assistant, nurse practitioner, clinical nurse specialist in psychiatric/mental health,
professional counselor, or licensed clinical social worker shall explain the purpose of the
evaluation to the proposed ward. The proposed ward may remain silent. Any statements
made by the proposed ward during the evaluation shall be privileged and shall be
inadmissable as evidence in any proceeding other than a proceeding under this chapter.
The proposed ward's legal counsel shall have the right to be present but shall not
participate in the evaluation.
(3) The evaluation shall be conducted with as little interference with the proposed ward's
activities as possible. The evaluation shall take place at the place and time set in the
notice to the proposed ward and the his or her legal counsel and the time set shall not be
sooner than the fifth day after the service of notice on the proposed ward. The court,
however, shall have the exclusive power to change the place and time of the examination
at any time upon reasonable notice being given to the proposed ward and to his or her
legal counsel. If the proposed ward fails to appear, the court may order that the proposed
ward be taken directly to and from a medical facility or the office of the physician,
psychologist, or physician assistant, nurse practitioner, clinical nurse specialist in
psychiatric/mental health, professional counselor, or licensed clinical social worker for
purposes of evaluation only. The evaluation shall be conducted during the normal
business hours of the facility or office and the proposed ward shall not be detained in the
facility or office overnight. The evaluation may include, but not be limited to:
(A) A self-report from the proposed ward, if possible;
(B) Questions and observations of the proposed ward to assess the functional abilities
of the proposed ward;
(C) A review of the records for the proposed ward, including, but not limited to,
medical records, medication charts, and other available records;
(D) An assessment of cultural factors and language barriers that may impact the
proposed ward's abilities and living environment; and
(E) All other factors the evaluator determines to be appropriate to the evaluation.
(4) A written report shall be filed with the court no later than seven days after the
evaluation, and the court shall serve a copy of the report by first-class mail upon the
proposed ward and the proposed ward's legal counsel and, if any, the guardian ad litem
if appointed.
(5) The report shall be signed under oath by the physician, psychologist, or licensed
clinical social worker evaluator and shall:
(A) State the circumstances and duration of the evaluation, including a summary of
questions or tests utilized, and the elements of the evaluation;
(B) List all persons and other sources of information consulted in evaluating the
proposed ward;
(C) Describe the proposed ward's mental and physical state and condition, including
all observed facts considered by the physician or psychologist or licensed clinical social
worker evaluator;
(D) Describe the overall social condition of the proposed ward, including support, care,
education, and well-being; and
(E) Describe the needs of the proposed ward and their foreseeable duration.
(6) The proposed ward's legal counsel may file a written response to the evaluation,
provided the response is filed no later than the date of the commencement of the hearing
on the petition for guardianship. The response may include, but is not limited to,
independent evaluations, affidavits of individuals with personal knowledge of the
proposed ward, and a statement of applicable law. In the response, the proposed ward's
legal counsel may also challenge the sufficiency and weight of the results and
conclusions of the evaluation and written report and the qualifications, experience, or
abilities of the person performing the evaluation."
SECTION 5.
Said title is further amended in Code Section 29-4-12, relating to judicial review of pleadings
and evaluation report, findings, and hearing, by revising subsection (d) as follows:
"(d)(1) The hearing shall be held in a courtroom or, for good cause shown, at such other
place as the court may choose. At the request of the proposed ward or the proposed
ward's legal counsel and for good cause shown, the court may exercise its discretion to
exclude the public from the hearing and the record shall reflect the court's action. The
proposed ward or the proposed ward's legal counsel may waive the appearance of the
proposed ward at the hearing.
(2) The hearing shall be recorded by either a certified court reporter or a sound-recording
device. The recording shall be retained for not less than 45 days from the date of the
entry of the order described in Code Section 29-4-13.
(3) The court shall apply the rules of evidence applicable in civil cases.
(4) At the hearing, the proposed ward may also challenge, by appropriate evidence and
argument, the sufficiency and weight of the results and conclusions of the evaluation and
written report and the qualifications, experience, or abilities of the person performing the
evaluation. The proposed ward shall have the right to present such evidence and
argument regardless of whether the proposed ward's legal counsel raised such matters in
a written response submitted by the proposed ward's legal counsel pursuant to
paragraph (6) of subsection (d) of Code Section 29-4-11.
(5) The court shall utilize the criteria in Code Section 29-4-1 to determine whether there
is clear and convincing evidence of the need for a guardianship in light of the evidence
taken at the hearing. In addition, the court may consider the evaluation report and any
response filed or argument and evidence presented by the proposed ward. The burden
of proof shall be upon the petitioner.
(6) If the court finds that the proposed ward has one or more developmental disabilities
as defined in paragraph (8) of Code Section 37-1-1, the court shall not find that there is
a need for a guardianship unless the evidence shows by clear and convincing evidence
that, due to such developmental disability or disabilities and other factors that may be
present, the proposed ward lacks sufficient capacity to make or communicate significant
responsible decisions concerning his or her health or safety.
(5)(7) Upon determination of the need for a guardianship, the court shall determine the
powers, if any, which are to be retained by the proposed ward, in accordance with the
provisions of Code Section 29-4-21 and whether any additional powers are to be granted
to the guardian, pursuant to the provisions of subsection (b) of Code Section 29-4-23.
(6)(8) If the court determines that a guardianship is necessary and the proposed ward is
present, the proposed ward may suggest any individual as guardian. The court shall
select as guardian the individual who will serve the best interest of the ward.
(7)(9) In any procedure under this chapter in which the judge of the court is unable to
hear a case within the time required for such hearing, the judge shall appoint an
individual to hear the case and exercise all the jurisdiction of the court in the case. Any
individual appointed shall be a member of the State Bar of Georgia who is qualified to
serve as the probate judge in that county and who is, in the opinion of the appointing
judge, qualified for the duties by training and experience. The appointment may be made
on a case-by-case basis or by making a standing appointment of one or more individuals.
Any individual who receives a standing appointment shall serve at the pleasure of the
judge who makes the appointment or the judge's successor in office. The compensation
of an individual appointed shall be as agreed upon by the judge who makes the
appointment and the individual appointed, with the approval of the governing authority
of the county for which the individual is appointed, and shall be paid from county funds.
All fees collected for the service of the appointed individual shall be paid into the general
funds of the county."
SECTION 6.
Said title is further amended in Code Section 29-4-14, relating to petition for appointment
of emergency guardian of an adult and requirements of petition, by revising paragraph (1)
of subsection (d) as follows:
"(d)(1) The petition shall be sworn to by two or more petitioners or shall be supported
by an affidavit of a physician licensed to practice medicine under Chapter 34 of Title 43,
a psychologist licensed to practice under Chapter 39 of Title 43, a physician assistant
licensed under Chapter 34 of Title 43, a nurse practitioner or clinical nurse specialist in
psychiatric/mental health licensed or registered under Chapter 26 of Title 43, a
professional counselor licensed under Chapter 10A of Title 43, or a licensed clinical
social worker, or, if the proposed ward is a patient in any federal medical facility in which
such a physician, psychologist, or physician assistant, nurse practitioner, clinical nurse
specialist in psychiatric/mental health, professional counselor, or licensed clinical social
worker is not available, a physician, psychologist, or physician assistant, nurse
practitioner, clinical nurse specialist in psychiatric/mental health, professional counselor,
or licensed clinical social worker authorized to practice in that such federal facility."
SECTION 7.
Said title is further amended in Code Section 29-4-15, relating to prerequisite findings prior
to appointment of emergency guardian, evaluation, notice, and hearing, by revising
subsection (c) as follows:
"(c) If the court determines that there is probable cause to believe that the proposed ward
is in need of an emergency guardian, the court shall:
(1) Immediately appoint legal counsel to represent the proposed ward at the emergency
hearing, which counsel may be the same counsel who is appointed to represent the
proposed ward in the hearing on the petition for guardianship or conservatorship, if any
such petition has been filed, and shall inform counsel of the appointment;
(2) Order an emergency hearing to be conducted not sooner than three days nor later than
five days after the filing of the petition;
(3) Order an evaluation of the proposed ward by a physician an evaluator who shall be
a physician licensed to practice medicine under Chapter 34 of Title 43, a psychologist
licensed to practice under Chapter 39 of Title 43, a physician assistant licensed under
Chapter 34 of Title 43, a nurse practitioner or clinical nurse specialist in
psychiatric/mental health licensed or registered under Chapter 26 of Title 43, a
professional counselor licensed under Chapter 10A of Title 43, or a licensed clinical
social worker, other than the physician, psychologist, or physician assistant, nurse
practitioner, clinical nurse specialist in psychiatric/mental health, professional counselor,
or licensed clinical social worker who completed the affidavit attached to the petition
pursuant to paragraph (1) of subsection (d) of Code Section 29-4-10. The evaluation
shall be conducted within 72 hours of the time the order was issued and a written report
shall be furnished to the court and made available to the parties within this time frame,
which evaluation and report shall be governed by the provisions of subsection (d) of Code
Section 29-4-11;
(4) Immediately notify the proposed ward of the proceedings by service of all pleadings
on the proposed ward, which notice shall:
(A) Be served personally on the proposed ward by an officer of the court and shall not
be served by mail;
(B) Inform the proposed ward that a petition has been filed to have an emergency
guardian appointed for the proposed ward, that the proposed ward has the right to attend
any hearing that is held, and that, if an emergency guardian is appointed, the proposed
ward may lose important rights to control the management of the proposed ward's
person;
(C) Inform the proposed ward of the place and time at which the proposed ward shall
submit to the evaluation provided for by paragraph (3) of this subsection;
(D) Inform the proposed ward of the appointment of legal counsel; and
(E) Inform the proposed ward of the date and time of the hearing on the emergency
guardianship; and
(5) Appoint an emergency guardian to serve until the emergency hearing, with or without
prior notice to the proposed ward, if the threatened risk is so immediate and the potential
harm so irreparable that any delay is unreasonable and the existence of the threatened risk
and potential for irreparable harm is certified by the affidavit of a physician licensed to
practice medicine under Chapter 34 of Title 43, a psychologist licensed to practice under
Chapter 39 of Title 43, a physician assistant licensed under Chapter 34 of Title 43, a
nurse practitioner or clinical nurse specialist in psychiatric/mental health licensed or
registered under Chapter 26 of Title 43, a professional counselor licensed under Chapter
10A of Title 43, or a licensed clinical social worker. Appointment of an emergency
guardian under this paragraph is not a final determination of the proposed ward's need for
a nonemergency guardian. Any emergency guardian appointed under this paragraph shall
have only those powers and duties specifically enumerated in the letters of emergency
guardianship, and the powers and duties shall not exceed those absolutely necessary to
respond to the immediate threatened risk to the ward."
SECTION 8.
Said title is further amended by revising Code Section 29-4-16, relating to conduct of
emergency guardianship hearing and limitations on emergency guardianship, as follows:
"29-4-16.
(a) The court shall conduct the emergency guardianship hearing, at the time and date set
forth in its order, to determine whether there is clear and convincing evidence of the need
for an emergency guardianship in light of the evidence taken at the hearing. In addition to
the evidence at the hearing, the court may consider the evaluation report and any response
filed by the proposed ward. The proposed ward may also challenge, by appropriate
evidence and argument, the sufficiency and weight of the results and conclusions of the
evaluation and written report and the qualifications, experience, or abilities of the person
performing the evaluation. The burden of proof shall be upon the petitioner. Upon the
consent of the petitioner and the proposed ward, the court may grant a continuance of the
case for a period not to exceed 30 days.
(b) If the court at the emergency hearing finds that an emergency guardianship is
necessary, the court shall order the emergency guardianship; provided, however, that:
(1) Any emergency guardian shall have only those powers and duties specifically
enumerated in the letters of emergency guardianship and the powers and duties shall not
exceed those absolutely necessary to respond to the immediate threatened risk to the
ward;
(2) The court may order the emergency guardian to make any report the court requires;
(3) If the court finds that the proposed ward has one or more developmental disabilities
as defined in paragraph (8) of Code Section 37-1-1, the court shall not find that there is
a need for an emergency guardianship unless the evidence shows by clear and convincing
evidence that, due to such developmental disability or disabilities and other factors that
may be present, the proposed ward lacks sufficient capacity to make or communicate
significant responsible decisions concerning his or her health or safety and there is an
immediate and substantial risk of death or serious physical injury, illness, or disease
unless an emergency guardian is appointed; and
(3)(4) The emergency guardianship shall terminate on the earliest of:
(A) The court's removal of the emergency guardian, with or without cause;
(B) The effective date of the appointment of a guardian;
(C) Unless otherwise specified in the order of dismissal, the dismissal of a petition for
appointment of a guardian;
(D) The date specified for the termination in the order appointing the emergency
guardian;
(E) Sixty days from the date of appointment of the emergency guardian, provided that
the court had jurisdiction to issue such order under paragraph (1) of Code
Section 29-11-12; or
(F) Ninety days from the date of appointment of the emergency guardian, provided that
the court had jurisdiction to issue such order under paragraph (2) or (3) of Code
Section 29-11-12."
SECTION 9.
Said title is further amended in Code Section 29-4-41, relating to modification of
guardianship, by revising subsection (b) as follows:
"(b) If the petition for modification alleges a significant change in the capacity of the ward,
it must be supported either by the affidavits of two persons who have knowledge of the
ward, one of whom may be the petitioner, or of a physician licensed to practice medicine
under Chapter 34 of Title 43, a psychologist licensed to practice under Chapter 39 of
Title 43, a physician assistant licensed under Chapter 34 of Title 43, a nurse practitioner
or clinical nurse specialist in psychiatric/mental health licensed or registered under
Chapter 26 of Title 43, a professional counselor licensed under Chapter 10A of Title 43,
or a licensed clinical social worker, setting forth the supporting facts and determinations.
If, after reviewing the petition and the affidavits, the court determines that there is no
probable cause to believe that there has been a significant change in the capacity of the
ward, the court shall dismiss the petition. If the petition is not dismissed, the court shall
order that an evaluation be conducted, in accordance with the provisions of subsection (d)
of Code Section 29-4-11. If, after reviewing the evaluation report, the court finds that there
is no probable cause to believe that there has been a significant change in the capacity of
the ward, the court shall dismiss the petition. If the petition is not dismissed, the court shall
schedule a hearing, with notice as the court deems appropriate."
SECTION 10.
Said title is further amended in Code Section 29-4-42, relating to termination of
guardianship, required evidence, burden of proof, and return of property, by revising
subsection (b) as follows:
"(b) A petition for termination must be supported either by the affidavits of two persons
who have knowledge of the ward, one of whom may be the petitioner, or of a physician
licensed to practice medicine under Chapter 34 of Title 43, a psychologist licensed to
practice under Chapter 39 of Title 43, a physician assistant licensed under Chapter 34 of
Title 43, a nurse practitioner or clinical nurse specialist in psychiatric/mental health
licensed or registered under Chapter 26 of Title 43, a professional counselor licensed under
Chapter 10A of Title 43, or a licensed clinical social worker, setting forth the supporting
facts and determinations. If, after reviewing the petition and the affidavits, the court
determines that there is no probable cause to believe that the guardianship should be
terminated, the court shall dismiss the petition. If the petition is not dismissed, the court
shall order that an evaluation be conducted, in accordance with the provisions of subsection
(d) of Code Section 29-4-11. If, after reviewing the evaluation report, the court finds that
there is no probable cause to believe that the guardianship should be terminated, the court
shall dismiss the petition. If the petition is not dismissed, the court shall schedule a
hearing, with such notice as the court deems appropriate."
SECTION 11.
Said title is further amended in Code Section 29-4-70, relating to right of ward to appeal,
procedure, and appointment of emergency guardian, by revising subsection (d) as follows:
"(d) Pending any appeal, the superior court or a probate court that is described in
paragraph (2) of Code Section 15-9-120 may appoint an emergency guardian with such
powers and duties as are described in Code Section 29-4-16; provided, however, that an
emergency guardian may be appointed only upon the filing of an affidavit of a physician
licensed to practice medicine under Chapter 34 of Title 43, a psychologist licensed to
practice under Chapter 39 of Title 43, a physician assistant licensed under Chapter 34 of
Title 43, a nurse practitioner or clinical nurse specialist in psychiatric/mental health
licensed or registered under Chapter 26 of Title 43, a professional counselor licensed under
Chapter 10A of Title 43, or a licensed clinical social worker, setting forth the existence of
the emergency circumstances described in subsection (d) of Code Section 29-4-14 and after
a hearing at which other evidence may be presented. The appointment of an emergency
guardian is not appealable."
SECTION 12.
Said title is further amended in Code Section 29-5-1, relating to conservator for adults, best
interest of the adult, no presumption of need for conservator, and objective of
conservatorship, by adding a new paragraph to subsection (e) to read as follows:
"(3) An adult shall not be presumed to be in need of a conservator solely because of a
finding that the adult has one or more developmental disabilities as defined in paragraph
(8) of Code Section 37-1-1."
SECTION 13.
Said title is further amended in Code Section 29-5-10, relating to petition for appointment
of conservator and requirements of petition, by revising paragraph (1) of subsection (c) as
follows:
"(c)(1) The petition shall be sworn to by two or more petitioners or shall be supported
by an affidavit of a physician licensed to practice medicine under Chapter 34 of Title 43,
a psychologist licensed to practice under Chapter 39 of Title 43, a physician assistant
licensed under Chapter 34 of Title 43, a nurse practitioner or clinical nurse specialist in
psychiatric/mental health licensed or registered under Chapter 26 of Title 43, a
professional counselor licensed under Chapter 10A of Title 43, or a licensed clinical
social worker, or, if the proposed ward is a patient in any federal medical facility in which
such a physician, psychologist, or physician assistant, nurse practitioner, clinical nurse
specialist in psychiatric/mental health, professional counselor, or licensed clinical social
worker is not available, a physician, psychologist, or physician assistant, nurse
practitioner, clinical nurse specialist in psychiatric/mental health, professional counselor,
or licensed clinical social worker authorized to practice in that such federal facility."
SECTION 14.
Said title is further amended in Code Section 29-5-11, relating to prerequisite finding prior
to appointment of conservator, notice, evaluation, and written report, by revising
subsection (d) as follows:
"(d)(1) If the petition is not dismissed pursuant to subsection (b) of this Code section, the
court shall appoint an evaluating physician evaluator who shall be a physician licensed
to practice medicine under Chapter 34 of Title 43, a psychologist licensed to practice
under Chapter 39 of Title 43, a physician assistant licensed under Chapter 34 of Title 43,
a nurse practitioner or clinical nurse specialist in psychiatric/mental health licensed or
registered under Chapter 26 of Title 43, a professional counselor licensed under Chapter
10A of Title 43, or a licensed clinical social worker, or, if the proposed ward is a patient
in any federal medical facility in which such a physician, psychologist, or physician
assistant, nurse practitioner, clinical nurse specialist in psychiatric/mental health,
professional counselor, or licensed clinical social worker is not available, a physician,
psychologist, or physician assistant, nurse practitioner, clinical nurse specialist in
psychiatric/mental health, professional counselor, or licensed clinical social worker
authorized to practice in that such federal facility other than the physician, psychologist,
or physician assistant, nurse practitioner, clinical nurse specialist in psychiatric/mental
health, professional counselor, or licensed clinical social worker who completed the
affidavit attached to the petition pursuant to subsection (c) of Code Section 29-5-10.
(2) When evaluating the proposed ward, the physician, psychologist, or physician
assistant, nurse practitioner, clinical nurse specialist in psychiatric/mental health,
professional counselor, or licensed clinical social worker shall explain the purpose of the
evaluation to the proposed ward. The proposed ward may remain silent. Any statements
made by the proposed ward during the evaluation shall be privileged and shall be
inadmissable as evidence in any proceeding other than a proceeding under this chapter.
The proposed ward's legal counsel shall have the right to be present but shall not
participate in the evaluation.
(3) The evaluation shall be conducted with as little interference with the proposed ward's
activities as possible. The evaluation shall take place at the place and time set in the
notice to the proposed ward and to his or her legal counsel and the time set shall not be
sooner than the fifth day after the service of notice on the proposed ward. The court,
however, shall have the exclusive power to change the place and time of the examination
at any time upon reasonable notice being given to the proposed ward and to his or her
legal counsel. If the proposed ward fails to appear, the court may order that the proposed
ward be taken directly to and from a medical facility, office of a physician, psychologist,
or physician assistant, nurse practitioner, clinical nurse specialist in psychiatric/mental
health, professional counselor, or licensed clinical social worker for purposes of
evaluation only. The evaluation shall be conducted during the normal business hours of
the facility or office, and the proposed ward shall not be detained in the facility or office
overnight. The evaluation may include, but not be limited to:
(A) A self-report from the proposed ward, if possible;
(B) Questions and observations of the proposed ward to assess the functional abilities
of the proposed ward;
(C) A review of the records for the proposed ward, including, but not limited to,
medical records, medication charts, and other available records;
(D) An assessment of cultural factors and language barriers that may impact the
proposed ward's abilities and living environment; and
(E) All other factors the evaluator determines to be appropriate to the evaluation.
(4) A written report shall be filed with the court no later than seven days after the
evaluation, and the court shall serve a copy of the report by first-class mail upon the
proposed ward and the proposed ward's legal counsel and guardian ad litem, if appointed.
(5) The report shall be signed under oath by the physician, psychologist, or licensed
clinical social worker evaluator and shall:
(A) State the circumstances and duration of the evaluation, including a summary of
questions or tests utilized, and the elements of the evaluation;
(B) List all persons and other sources of information consulted in evaluating the
proposed ward;
(C) Describe the proposed ward's mental and physical state and condition, including
all observed facts considered by the physician, psychologist, or licensed clinical social
worker evaluator;
(D) Describe the overall social condition of the proposed ward, including support, care,
education, and well-being; and
(E) Describe the needs of the proposed ward and their foreseeable duration.
(6) The proposed ward's legal counsel may file a written response to the evaluation,
provided the response is filed no later than the date of the commencement of the hearing
on the petition for conservatorship. The response may include, but is not limited to,
independent evaluations, affidavits of individuals with personal knowledge of the
proposed ward, and a statement of applicable law. In the response, the proposed ward's
legal counsel may also challenge the sufficiency and weight of the results and
conclusions of the evaluation and written report and the qualifications, experience, or
abilities of the person performing the evaluation."
SECTION 15.
Said title is further amended in Code Section 29-5-12, relating to judicial review and
proceedings, by revising subsection (d) as follows:
(d)(1) The hearing shall be held in a courtroom or, for good cause shown, at any other
place as the court may set. At the request of the proposed ward or the proposed ward's
legal counsel and for good cause shown, the court may exercise its discretion to exclude
the public from the hearing and the record shall reflect the court's action. The proposed
ward or the proposed ward's legal counsel may waive the appearance of the proposed
ward at the hearing.
(2) The hearing shall be recorded by either a certified court reporter or a sound-recording
device. The recording shall be retained for not less than 45 days from the date of the
entry of the order described in Code Section 29-5-138.
(3) The court shall apply the rules of evidence applicable in civil cases.
(4) At the hearing, the proposed ward may also challenge, by appropriate evidence and
argument, the sufficiency and weight of the results and conclusions of the evaluation and
written report and the qualifications, experience, or abilities of the person performing the
evaluation. The proposed ward shall have the right to present such evidence and
argument regardless of whether the proposed ward's legal counsel raised such matters in
a written response submitted by the proposed ward's legal counsel pursuant to
paragraph (6) of subsection (d) of Code Section 29-5-11.
(5) The court shall utilize the criteria in Code Section 29-5-1 to determine whether there
is clear and convincing evidence of the need for a conservatorship in light of the evidence
taken at the hearing. In addition to the evidence at the hearing, the court may consider
the evaluation report and any response filed by the proposed ward. The burden of proof
shall be upon the petitioner.
(6) If the court finds that the proposed ward has one or more developmental disabilities
as defined in paragraph (8) of Code Section 37-1-1, the court shall not find that there is
a need for a conservatorship unless the evidence shows by clear and convincing evidence
that, due to such developmental disability or disabilities and other factors that may be
present, the proposed ward lacks sufficient capacity to make or communicate significant
responsible decisions concerning the management of his or her property.
(5)(7) Upon determination of the need for a conservatorship, the court shall determine
the powers, if any, which are to be retained by the proposed ward, in accordance with the
provisions of Code Section 29-5-21 and whether any additional powers shall be granted
to the conservator pursuant to the provisions of subsections (b) and (c) of Code
Section 29-5-23.
(6)(8) If the court determines that a conservatorship is necessary and the proposed ward
is present, the proposed ward may suggest any person as conservator. The court shall
select as conservator the person who shall serve the best interest of the ward.
(7)(9) In any procedure under this chapter in which the judge of the court is unable to
hear a case within the time required for a hearing on the petition for conservatorship, the
judge shall appoint an individual to serve to hear the case and exercise all the jurisdiction
of the court in the case. Any individual so appointed shall be a member of the State Bar
of Georgia who is qualified to serve as the probate judge in that county and who is, in the
opinion of the appointing judge, qualified for the duties by training and experience. The
appointment may be made on a case-by-case basis or by making a standing appointment
of one or more individuals. Any individual who receives a standing appointment shall
serve at the pleasure of the judge who makes the appointment or the judge's successor in
office. The compensation of an individual so appointed shall be as agreed upon by the
judge who makes the appointment and the individual appointed, with the approval of the
governing authority of the county for which the individual is appointed, and shall be paid
from county funds. All fees collected for the service of the appointed individual shall be
paid into the general funds of the county."
SECTION 16.
Said title is further amended in Code Section 29-5-14, relating to appointment of emergency
conservator and requirements of petition, by revising paragraph (1) of subsection (d) as
follows:
"(d)(1) The petition shall be sworn to by two or more petitioners or shall be supported
by an affidavit of a physician licensed to practice medicine under Chapter 34 of Title 43,
a psychologist licensed to practice under Chapter 39 of Title 43, a physician assistant
licensed under Chapter 34 of Title 43, a nurse practitioner or clinical nurse specialist in
psychiatric/mental health licensed or registered under Chapter 26 of Title 43, a
professional counselor licensed under Chapter 10A of Title 43, or a licensed clinical
social worker, or, if the proposed ward is a patient in any federal medical facility in which
such a physician, psychologist, or physician assistant, nurse practitioner, clinical nurse
specialist in psychiatric/mental health, professional counselor, or licensed clinical social
worker is not available, a physician, psychologist, or physician assistant, nurse
practitioner, clinical nurse specialist in psychiatric/mental health, professional counselor,
or licensed clinical social worker authorized to practice in that such federal facility."
SECTION 17.
Said title is further amended in Code Section 29-5-15, relating to review of petition,
dismissal, and requirements of court upon finding need for emergency conservator, by
revising subsection (c) as follows:
"(c) If the court determines that there is probable cause to believe that the proposed ward
is in need of an emergency conservator, the court shall:
(1) Immediately appoint legal counsel to represent the proposed ward at the emergency
hearing, which counsel may be the same counsel who is appointed to represent the
proposed ward in the hearing on the petition for guardianship or conservatorship, if any
such petition has been filed, and shall inform counsel of the appointment;
(2) Order an emergency hearing to be conducted not sooner than three days nor later than
five days after the filing of the petition;
(3) Order an evaluation of the proposed ward by a physician an evaluator who shall be
a physician licensed to practice medicine under Chapter 34 of Title 43, a psychologist
licensed to practice under Chapter 39 of Title 43, a physician assistant licensed under
Chapter 34 of Title 43, a nurse practitioner or clinical nurse specialist in
psychiatric/mental health licensed or registered under Chapter 26 of Title 43, a
professional counselor licensed under Chapter 10A of Title 43, or a licensed clinical
social worker, other than the physician, psychologist, or physician assistant, nurse
practitioner, clinical nurse specialist in psychiatric/mental health, professional counselor,
or licensed clinical social worker who completed the affidavit attached to the petition
pursuant to paragraph (1) of subsection (d) of Code Section 29-5-10, to. Such evaluation
shall be conducted within 72 hours of the time such order was issued, and a written report
to shall be furnished to the court and made available to the parties within 72 hours such
time, which evaluation and report shall be governed by the provisions of subsection (d)
of Code Section 29-5-14 29-5-11;
(4) Immediately notify the proposed ward of the proceedings by service of all pleadings
on the proposed ward, which notice shall:
(A) Be served personally on the proposed ward by an officer of the court and shall not
be served by mail;
(B) Inform the proposed ward that a petition has been filed to have an emergency
conservator appointed for the proposed ward, that the proposed ward has the right to
attend any hearing that is held, and that, if an emergency conservator is appointed, the
proposed ward may lose important rights to control the management of the proposed
ward's property;
(C) Inform the proposed ward of the place and time at which the proposed ward shall
submit to the evaluation provided for by paragraph (3) of this subsection;
(D) Inform the proposed ward of the appointment of legal counsel; and
(E) Inform the proposed ward of the date and time of the hearing on the emergency
conservatorship; and
(5) Appoint an emergency conservator to serve until the emergency hearing, with or
without prior notice to the proposed ward, if the threatened risk is so immediate and the
potential harm so irreparable that any delay is unreasonable and the existence of the
threatened risk and potential for irreparable harm is certified by the affidavit of a
physician licensed to practice medicine under Chapter 34 of Title 43, a psychologist
licensed to practice under Chapter 39 of Title 43, a physician assistant licensed under
Chapter 34 of Title 43, a nurse practitioner or clinical nurse specialist in
psychiatric/mental health licensed or registered under Chapter 26 of Title 43, a
professional counselor licensed under Chapter 10A of Title 43, or a licensed clinical
social worker; provided, however, that, pending the emergency hearing, the court shall
order that no withdrawals may be made from any account on the authority of the
proposed ward's signature without the court's prior approval and that the emergency
conservator shall not expend any funds of the proposed ward without prior court
approval. Appointment of an emergency conservator under this paragraph is not a final
determination of the proposed ward's need for a nonemergency conservator. Any
emergency conservator appointed under this paragraph shall have only those powers and
duties specifically enumerated in the letters of emergency conservatorship; such powers
and duties shall not exceed those absolutely necessary to respond to the immediate
threatened risk to the ward; and such powers and duties shall be subject to the limitations
provided in this paragraph regarding the expenditures of funds of the ward."
SECTION 18.
Said title is further amended by revising Code Section 29-5-16, relating to emergency
conservatorship hearing and limitations on powers of emergency conservator, as follows:
"29-5-16.
(a) The court shall conduct the emergency conservatorship hearing at the time and date set
forth in its order to determine whether there is clear and convincing evidence of the need
for an emergency conservatorship in light of the evidence taken at the hearing. In addition
to the evidence at the hearing, the court may consider the evaluation report and any
response filed by the proposed ward. The proposed ward may also challenge, by
appropriate evidence and argument, the sufficiency and weight of the results and
conclusions of the evaluation and written report and the qualifications, experience, or
abilities of the person performing the evaluation. The burden of proof shall be upon the
petitioner. Upon the consent of the petitioner and the proposed ward, the court may grant
a continuance of the case for a period not to exceed 30 days.
(b) If the court at the emergency hearing finds that an emergency conservatorship is
necessary, the court shall order the emergency conservatorship; provided, however, that:
(1) Any emergency conservator shall have only those powers and duties specifically
enumerated in the letters of emergency conservatorship and the powers and duties shall
not exceed those absolutely necessary to respond to the immediate threatened risk to the
ward;
(2) The court may order the emergency conservator to make any report the court
requires;
(3) If the court finds that the proposed ward has one or more developmental disabilities
as defined in paragraph (8) of Code Section 37-1-1, the court shall not find that there is
a need for an emergency conservatorship unless the evidence shows by clear and
convincing evidence that, due to such developmental disability or disabilities and other
factors that may be present, the proposed ward lacks sufficient capacity to make or
communicate significant responsible decisions concerning the management of his or her
property and there is an immediate and substantial risk of irreparable waste or dissipation
of the proposed ward's property unless an emergency conservator is appointed; and
(3)(4) The emergency conservatorship shall terminate on the earliest of:
(A) The court's removal of the emergency conservator, with or without cause;
(B) The effective date of the appointment of a conservator;
(C) Unless otherwise specified in the order of dismissal, the dismissal of a petition for
appointment of a conservator;
(D) The date specified for the termination in the order appointing the emergency
conservator; or
(E) Sixty days from the date of appointment of the emergency conservator."
SECTION 19.
Said title is further amended in Code Section 29-5-23, relating to authority of conservator
and cooperation with guardian or other interested parties, by revising paragraph (13) of
subsection (a) and paragraph (5) of subsection (c) as follows:
"(13) Compromise any contested or doubtful claim for or against the ward if the
proposed gross settlement as defined in Code Section 29-3-3 is in the amount
of $25,000.00 or less, provided that, for purposes of this paragraph, the term 'gross
settlement' means the present value of all amounts paid or to be paid in settlement of the
claim, including cash, medical expenses, expenses of litigation, attorney's fees, and any
amounts allocated to a structured settlement or other similar financial arrangement; and"
"(5) To compromise a contested or doubtful claim for or against the ward if the proposed
gross settlement as defined in Code Section 29-3-3 is more than $25,000.00, provided
that, for purposes of this paragraph, the term 'gross settlement' means the present value
of all amounts paid or to be paid in settlement of the claim, including cash, medical
expenses, expenses of litigation, attorney's fees, and any amounts allocated to a structured
settlement or other similar financial arrangement;"
SECTION 20.
Said title is further amended in Code Section 29-5-71, relating to modification of
conservatorship, contents of petition for modification, and burden of proof, by revising
subsection (b) as follows:
"(b) If the petition for modification alleges a significant change in the capacity of the ward,
it must be supported either by the affidavits of two persons who have knowledge of the
ward, one of whom may be the petitioner, or of a physician licensed to practice medicine
under Chapter 34 of Title 43, a psychologist licensed to practice under Chapter 39 of Title
43, a physician assistant licensed under Chapter 34 of Title 43, a nurse practitioner or
clinical nurse specialist in psychiatric/mental health licensed or registered under Chapter 26
of Title 43, a professional counselor licensed under Chapter 10A of Title 43, or a licensed
clinical social worker, setting forth the supporting facts and determinations. If, after
reviewing the petition and the affidavits, the court determines that there is no probable
cause to believe that there has been a significant change in the capacity of the ward, the
court shall dismiss the petition. If the petition is not dismissed, the court shall order that
an evaluation be conducted, in accordance with the provisions of subsection (d) of Code
Section 29-5-11. If, after reviewing the evaluation report, the court finds that there is no
probable cause to believe that there has been a significant change in the capacity of the
ward, the court shall dismiss the petition. If the petition is not dismissed, the court shall
schedule a hearing, with such notice as the court deems appropriate."
SECTION 21.
Said title is further amended in Code Section 29-5-72, relating to termination of
conservatorship, required evidence to support, burden of proof, and death of ward, by
revising subsection (b) as follows:
"(b) A petition for termination must be supported either by the affidavits of two persons
who have knowledge of the ward, one of whom may be the petitioner, or of a physician
licensed to practice medicine under Chapter 34 of Title 43, a psychologist licensed to
practice under Chapter 39 of Title 43, a physician assistant licensed under Chapter 34 of
Title 43, a nurse practitioner or clinical nurse specialist in psychiatric/mental health
licensed or registered under Chapter 26 of Title 43, a professional counselor licensed under
Chapter 10A of Title 43, or a licensed clinical social worker, setting forth the supporting
facts and determinations. If, after reviewing the petition and the affidavits, the court
determines that there is no probable cause to believe that the conservatorship should be
terminated, the court shall dismiss the petition. If the petition is not dismissed, the court
shall order that an evaluation be conducted in accordance with the provisions of
subsection (d) of Code Section 29-5-11. If, after reviewing the evaluation report, the court
finds that there is no probable cause to believe that the conservatorship should be
terminated, the court shall dismiss the petition. If the petition is not dismissed, the court
shall schedule a hearing with such notice as the court deems appropriate."
SECTION 22.
Said title is further amended in Code Section 29-5-110, relating to proceedings for appeal,
appointment of guardians ad litem, bond and security prior to removal, liability of surety of
predecessor conservator, and jurisdiction, by revising subsection (d) as follows:
"(d) Pending any appeal, the superior court or a probate court that is described in
paragraph (2) of Code Section 15-9-120 may appoint an emergency conservator with
powers and duties as are described in Code Section 29-5-16; provided, however, that such
emergency conservator may be appointed only upon the filing of an affidavit of a physician
licensed to practice medicine under Chapter 34 of Title 43, a psychologist licensed to
practice under Chapter 39 of Title 43, a physician assistant licensed under Chapter 34 of
Title 43, a nurse practitioner or clinical nurse specialist in psychiatric/mental health
licensed or registered under Chapter 26 of Title 43, a professional counselor licensed under
Chapter 10A of Title 43, or a licensed clinical social worker, setting forth the existence of
the emergency circumstances described in subsection (d) of Code Section 29-5-14 and after
a hearing at which other evidence may be presented. The appointment of an emergency
conservator is not appealable."
SECTION 23.
Said title is further amended by revising Code Section 29-9-16, relating to compensation to
physicians, psychologists, or licensed clinical social workers, as follows:
"29-9-16.
(a) For the evaluation or examination required by subsection (d) of Code Section 29-4-11,
subsection (c) of Code Section 29-4-15, subsection (b) of Code Section 29-4-42,
subsection (d) of Code Section 29-5-11, subsection (c) of Code Section 29-5-15, or
subsection (b) of Code Section 29-5-71, the evaluating physician, psychologist, or
physician assistant, nurse practitioner, clinical nurse specialist in psychiatric/mental health,
professional counselor, or licensed clinical social worker shall receive a reasonable fee
commensurate with the task performed, plus actual expenses.
(b) In the event the attendance of the evaluating physician, psychologist, or physician
assistant, nurse practitioner, clinical nurse specialist in psychiatric/mental health,
professional counselor, or licensed clinical social worker shall be required by the court for
a hearing under subsection (d) of Code Section 29-4-12, subsection (a) of Code Section
29-4-16, subsection (b) of Code Section 29-4-42, subsection (d) of Code Section 29-5-12,
subsection (a) of Code Section 29-5-16, or subsection (b) of Code Section 29-5-71, other
than pursuant to a subpoena requested by a party to the proceeding, the evaluating
physician, psychologist, or physician assistant, nurse practitioner, clinical nurse specialist
in psychiatric/mental health, professional counselor, or licensed clinical social worker shall
receive a reasonable fee commensurate with the task performed, plus actual expenses.
(c) All fees and expenses payable under subsection (a) or (b) of this Code section shall be
assessed by the court and paid in accordance with the provisions of Code Section 29-9-3."
SECTION 24.
All laws and parts of laws in conflict with this Act are repealed.