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H0079................................by JUDICIARY, RULES AND ADMINISTRATION GUARDIAN AD LITEM - Adds to existing law relating to guardianships and conservatorships to set forth the duties, rights and powers of a guardian ad litem. 02/01 House intro - 1st rdg - to printing 02/02 Rpt prt - to Jud 02/16 Rpt out - rec d/p - to 2nd rdg 02/17 2nd rdg - to 3rd rdg 02/18 3rd rdg - PASSED - 69-0-1 AYES -- Anderson, Andrus, Barraclough, Barrett, Bastian, Bayer, Bedke, Bell, Bilbao, Black, Block, Boe, Bolz, Bradford, Cannon, Chadderdon, Clark, Collins, Crow, Deal, Denney, Edmunson, Ellsworth, Eskridge, Field(18), Field(23), Garrett, Hart, Harwood, Henbest, Henderson, Jaquet, Jones, Kemp, Lake, LeFavour, Loertscher, Martinez, Mathews, McGeachin, McKague, Miller, Mitchell, Moyle, Nielsen, Nonini, Pasley-Stuart, Pence, Raybould, Ring, Ringo, Roberts, Rusche, Rydalch, Sali, Sayler, Schaefer, Shepherd(2), Shepherd(8), Shirley, Skippen, Smith(30), Smith(24), Smylie(Telleria), Snodgrass, Stevenson, Trail, Wills, Wood NAYS -- None Absent and excused -- Mr. Speaker Floor Sponsor - Smith(24) Title apvd - to Senate 02/21 Senate intro - 1st rdg - to Jud 03/03 Rpt out - rec d/p - to 2nd rdg 03/04 2nd rdg - to 3rd rdg 03/07 3rd rdg - PASSED - 34-0-1 AYES -- Andreason, Brandt, Broadsword, Bunderson, Burkett, Burtenshaw, Cameron, Coiner, Compton, Corder, Darrington, Davis, Gannon, Geddes, Goedde, Hill, Jorgenson, Kelly, Keough, Langhorst, Little, Lodge, Malepeai, Marley, McGee, McKenzie, Noble, Pearce, Richardson, Schroeder, Stegner, Stennett, Sweet, Werk NAYS -- None Absent and excused -- Williams Floor Sponsor - Lodge Title apvd - to House 03/08 To enrol 03/09 Rpt enrol - Sp signed 03/10 Pres signed 03/11 To Governor 03/15 Governor signed Session Law Chapter 49 Effective: 07/01/05
]]]] LEGISLATURE OF THE STATE OF IDAHO ]]]] Fifty-eighth Legislature First Regular Session - 2005IN THE HOUSE OF REPRESENTATIVES HOUSE BILL NO. 79 BY JUDICIARY, RULES AND ADMINISTRATION COMMITTEE 1 AN ACT 2 RELATING TO GUARDIANS AD LITEM; AMENDING PART 3, CHAPTER 5, TITLE 15, IDAHO 3 CODE, BY THE ADDITION OF A NEW SECTION 15-5-315, IDAHO CODE, TO SET FORTH 4 THE DUTIES OF A GUARDIAN AD LITEM IN A GUARDIANSHIP CASE; AMENDING PART 3, 5 CHAPTER 5, TITLE 15, IDAHO CODE, BY THE ADDITION OF A NEW SECTION 6 15-5-316, IDAHO CODE, TO SET FORTH THE RIGHTS AND POWERS OF A GUARDIAN AD 7 LITEM IN A GUARDIANSHIP CASE; AMENDING PART 4, CHAPTER 5, TITLE 15, IDAHO 8 CODE, BY THE ADDITION OF A NEW SECTION 15-5-434, IDAHO CODE, TO SET FORTH 9 THE DUTIES OF A GUARDIAN AD LITEM IN A CONSERVATORSHIP CASE; AND AMENDING 10 PART 4, CHAPTER 5, TITLE 15, IDAHO CODE, BY THE ADDITION OF A NEW SECTION 11 15-5-435, IDAHO CODE, TO SET FORTH THE RIGHTS AND POWERS OF A GUARDIAN AD 12 LITEM IN A CONSERVATORSHIP CASE. 13 Be It Enacted by the Legislature of the State of Idaho: 14 SECTION 1. That Part 3, Chapter 5, Title 15, Idaho Code, be, and the same 15 is hereby amended by the addition thereto of a NEW SECTION, to be known and 16 designated as Section 15-5-315, Idaho Code, and to read as follows: 17 15-5-315. GUARDIAN AD LITEM -- DUTIES. Subject to the direction of the 18 court, the guardian ad litem shall have the following duties, which shall con- 19 tinue until the resignation of the guardian ad litem or until the court 20 removes the guardian ad litem or no longer has jurisdiction, whichever occurs 21 first: 22 (1) To conduct an independent factual investigation of the circumstances 23 of the ward including, without limitation, the circumstances described in the 24 petition; 25 (2) To file with the court a written report stating the results of the 26 investigation, the guardian ad litem's recommendations, and such other infor- 27 mation as the court may require. The guardian ad litem's written report shall 28 be delivered to the court, with copies to all parties to the case, at least 29 five (5) days before the date set for the adjudicatory hearing; 30 (3) To act as an advocate for the ward for whom appointed at each stage 31 of the proceedings under this chapter and to be charged with the general rep- 32 resentation of the ward. To that end, the guardian ad litem shall participate 33 fully in the proceedings to the degree necessary to adequately represent the 34 ward, and shall be entitled to confer with the ward and the ward's immediate 35 family including, but not limited to, spouse, parents, siblings, children and 36 next of kin; 37 (4) To facilitate and negotiate to ensure that the court, the department 38 of health and welfare, if applicable, and the ward's attorney, if any, each 39 fulfill their obligations to the ward in a timely fashion; 40 (5) To monitor the circumstances of a ward, if the ward is found to be 41 within the purview of this chapter, to assure compliance with the law, and to 42 assure that the terms of the court's orders are being fulfilled and remain in 43 the best interest of the ward; 2 1 (6) To meet any parent or other person having legal or physical custody 2 of the ward, record the concerns of the parent, and report them to the court 3 or, if no such meeting occurs, file an affidavit stating why no meeting 4 occurred; 5 (7) To maintain all information regarding the case confidential and to 6 not disclose such information except to the court or to other parties to the 7 case; 8 (8) To determine whether existing powers, trusts, and other measures may 9 adequately give the ward the legal protection otherwise provided by a guard- 10 ian, or whether such powers, trusts or other measures could be reasonably cre- 11 ated and, if so, to recommend that either no guardianship be granted or that 12 only a suitably limited guardianship be granted; and 13 (9) To exercise such other and further duties as may be expressly imposed 14 by court order. 15 SECTION 2. That Part 3, Chapter 5, Title 15, Idaho Code, be, and the same 16 is hereby amended by the addition thereto of a NEW SECTION, to be known and 17 designated as Section 15-5-316, Idaho Code, and to read as follows: 18 15-5-316. GUARDIAN AD LITEM -- RIGHTS AND POWERS. (1) The guardian ad 19 litem has the rights and powers set forth in this section, which shall con- 20 tinue until the resignation of the guardian ad litem or until the court 21 removes the guardian ad litem or no longer has jurisdiction, whichever occurs 22 first. 23 (2) The guardian ad litem shall have the right and power to file plead- 24 ings, motions, memoranda and briefs on behalf of the ward, and to have all of 25 the rights of the ward, whether conferred by statute, rule of court, or other- 26 wise. 27 (3) All parties to any proceeding under this chapter shall promptly 28 notify the guardian ad litem, and the guardian's attorney, if any, of all 29 hearings, staff hearings or meetings, investigations, depositions, and signif- 30 icant changes of circumstances of the ward. 31 (4) Except to the extent prohibited or regulated by federal law, upon 32 presentation of a copy of the order appointing the guardian ad litem, any per- 33 son or agency including, without limitation, any hospital, school organiza- 34 tion, department of health and welfare, doctor, nurse or other health care 35 provider, psychologist, psychiatrist, police department, or mental health 36 clinic, shall permit the guardian ad litem to inspect and copy pertinent 37 records relating to the ward necessary for the proceeding for which the guard- 38 ian ad litem has been appointed. 39 SECTION 3. That Part 4, Chapter 5, Title 15, Idaho Code, be, and the same 40 is hereby amended by the addition thereto of a NEW SECTION, to be known and 41 designated as Section 15-5-434, Idaho Code, and to read as follows: 42 15-5-434. GUARDIAN AD LITEM -- DUTIES. Subject to the direction of the 43 court, the guardian ad litem shall have the following duties, which shall con- 44 tinue until the resignation of the guardian ad litem or until the court 45 removes the guardian ad litem or no longer has jurisdiction, whichever occurs 46 first: 47 (1) To conduct an independent factual investigation of the circumstances 48 of the protected person including, without limitation, the circumstances 49 described in the petition; 50 (2) To file with the court a written report stating the results of the 51 investigation, the guardian ad litem's recommendations, and such other infor- 3 1 mation as the court may require. The guardian ad litem's written report shall 2 be delivered to the court, with copies to all parties to the case, at least 3 five (5) days before the date set for the adjudicatory hearing; 4 (3) To act as an advocate for the protected person for whom appointed at 5 each stage of the proceedings under this chapter and to be charged with the 6 general representation of the protected person. To that end, the guardian ad 7 litem shall participate fully in the proceedings to the degree necessary to 8 adequately represent the protected person, and shall be entitled to confer 9 with the protected person and the protected person's immediate family includ- 10 ing, but not limited to, spouse, parents, siblings, children and next of kin; 11 (4) To facilitate and negotiate to ensure that the court, the department 12 of health and welfare, if applicable, and the protected person's attorney, if 13 any, each fulfill their obligations to the protected person in a timely fash- 14 ion; 15 (5) To monitor the circumstances of a protected person, if the protected 16 person is found to be within the purview of this chapter, to assure compliance 17 with the law, and to assure that the terms of the court's orders are being 18 fulfilled and remain in the best interest of the protected person; 19 (6) To meet any parent or other person having legal or physical custody 20 of the protected person, record the concerns of the parent, and report them to 21 the court or, if no such meeting occurs, file an affidavit stating why no 22 meeting occurred; 23 (7) To maintain all information regarding the case confidential and to 24 not disclose such information except to the court or to other parties to the 25 case; 26 (8) To determine whether existing powers, trusts, and other measures may 27 adequately give the protected person the legal protection otherwise provided 28 by a conservator, or whether such powers, trusts or other measures could be 29 reasonably created and, if so, to recommend that either no conservatorship be 30 granted or that only a suitably limited conservatorship be granted; and 31 (9) To exercise such other and further duties as may be expressly imposed 32 by court order. 33 SECTION 4. That Part 4, Chapter 5, Title 15, Idaho Code, be, and the same 34 is hereby amended by the addition thereto of a NEW SECTION, to be known and 35 designated as Section 15-5-435, Idaho Code, and to read as follows: 36 15-5-435. GUARDIAN AD LITEM -- RIGHTS AND POWERS. (1) The guardian ad 37 litem has the rights and powers set forth in this section, which shall con- 38 tinue until the resignation of the guardian ad litem or until the court 39 removes the guardian ad litem or no longer has jurisdiction, whichever occurs 40 first. 41 (2) The guardian ad litem shall have the right and power to file plead- 42 ings, motions, memoranda and briefs on behalf of the protected person, and to 43 have all of the rights of the protected person, whether conferred by statute, 44 rule of court, or otherwise. 45 (3) All parties to any proceeding under this chapter shall promptly 46 notify the guardian ad litem, and the conservator's attorney, if any, of all 47 hearings, staff hearings or meetings, investigations, depositions, and signif- 48 icant changes of circumstances of the protected person. 49 (4) Except to the extent prohibited or regulated by federal law, upon 50 presentation of a copy of the order appointing the guardian ad litem, any per- 51 son or agency including, without limitation, any hospital, school organiza- 52 tion, department of health and welfare, doctor, nurse or other health care 53 provider, psychologist, psychiatrist, police department, or mental health 4 1 clinic, shall permit the guardian ad litem to inspect and copy pertinent 2 records relating to the protected person necessary for the proceeding for 3 which the guardian ad litem has been appointed.
STATEMENT OF PURPOSE RS 14717 Normally, when a guardianship or conservatorship proceeding has been commenced, a guardian ad litem is appointed for the person who is alleged to be incapacitated. However, the duties and the powers of the guardian ad litem are not spelled out in any detail in the existing Idaho Probate Code. This bill adds a specific listing of such duties and powers to the conservatorship portion of the Idaho Probate Code (15-5-434 and 435, Idaho Code) and to the guardianship portion of the Idaho Probate Code (15-5-314 and 315). The only differences in wording between the conservatorship and guardianship portions of the bill is that in conservatorship proceedings, the involved person is referred to as a "protected person", while in guardianship proceedings, the term is "ward". This bill was approved for concept, but not language, by the Guardianship/Conservatorship Interim Committee. 15-5-434: This section spells out the duties of the guardian ad litem in a conservatorship proceeding, which are those duties routinely exercised, or which should be routinely exercised, by a guardian ad litem to adequately perform the duties of such office. 15-5-435: This section spells out the rights and powers of a guardian ad litem in a conservatorship proceeding, which are the rights and powers necessary to adequately perform the duties of such office. 15-5-314: This section is identical to 15-5-434, except that it applies to guardianships. 15-5-315: This section is identical to 15-5-435, except that it applies to guardianships. FISCAL NOTE This bill will have no fiscal impact. CONTACT: Name: Robert L. Aldridge Telephone: Office: (208) 336-9882 cell: (208)631-2481 STATEMENT OF PURPOSE/FISCAL NOTE H 79