Amendment SSA1-SB391

SB391-SSA1,96,11 (c) The marital property classification of the property and, for any property that is marital property, the spouse who has management and control rights with respect to the property.

SB391-SSA1,96,13 (3) Time for filing. The guardian of the estate shall file the initial inventory within 60 days after appointment, unless the court extends or reduces the time.

SB391-SSA1,96,15 (4) Notice of inventory. The court shall specify the persons to whom the guardian of the estate shall provide copies of the inventory.

SB391-SSA1,96,18 (5) Fee. The guardian of the estate shall pay from the ward's income and assets the fee specified in s. 814.66 (1) (b) 2. at the time the inventory or other documents concerning the value of the income and assets are filed.

SB391-SSA1,96,20 (6) Appraisal. The court may order that the guardian of the estate appraise all or any part of the ward's assets.

SB391-SSA1,96,21 54.62 Accounts.

SB391-SSA1,97,2 (3) Small estates. (a) If a ward's income and assets do not exceed the amount specified in s. 867.03 (1g) (intro.), the guardian need not file an account under sub. (1) unless otherwise ordered to do so by the court. For the purposes of this paragraph, the value of the ward's income and assets does not include the ward's income, any burial trust possessed by the ward, or any term or other life insurance policy that is irrevocably assigned to pay for the disposition of the ward's remains at death.

SB391-SSA1,97,6 (b) If the ward's income and assets, as calculated under par. (a), increase above the amount specified in s. 867.03 (1g) (intro.), the guardian shall so notify the court, which shall determine if an annual account under sub. (1) or a final account under s. 54.66 is required.

SB391-SSA1,97,10 (4) Annual accounts of married wards. (a) For a married ward, the court may waive filing of an annual account under sub. (1) or permit the filing of a modified annual account, which shall be signed by the ward's guardian and spouse and shall consist of all of the following:

SB391-SSA1,97,12 1. Total assets of the ward, as determined under ch. 766, on January 1 of the year in question.

SB391-SSA1,97,14 2. Income in the name of the ward, without regard to ch. 766, and the ward's joint income.

SB391-SSA1,97,17 3. Expenses incurred on behalf of the ward, including the ward's proportionate share of household expenses if the ward and the ward's spouse reside in the same household, without regard to ch. 766.

SB391-SSA1,97,19 4. Total marital property of the ward, as determined under ch. 766, on December 31 of the year in question.

SB391-SSA1,97,21 (b) The court shall provide notice of the waiver under par. (a) to any adult child of the ward.

SB391-SSA1,97,22 (7) (a) The ward.

SB391-SSA1,97,23 (b) Any guardian ad litem appointed by the court.

SB391-SSA1,97,25 (c) Any personal representative or special administrator appointed by the court.

SB391-SSA1,98,6 54.63 Expansion of order of guardianship; procedure. (1) If the guardian or another interested person submits to the court a written statement with relevant accompanying support requesting the removal of rights from the ward and transfer to the guardian of powers in addition to those specified in the order of appointment of the guardian, based on an expansion of the ward's incapacity, the court shall do all of the following:

SB391-SSA1,98,7 (a) Appoint a guardian ad litem for the ward.

SB391-SSA1,98,9 (b) Order that notice, including notice concerning potential court action if circumstances are extraordinary, be given to all of the following:

SB391-SSA1,98,11 1. The county department of social services or human services if the ward is protectively placed or receives long-term support services as a public benefit.

SB391-SSA1,98,12 2. The ward.

SB391-SSA1,98,13 3. The guardian.

SB391-SSA1,98,15 4. The agent under the ward's power of attorney for health care under ch. 155, if any, and the agent under the ward's durable power of attorney under ch. 243, if any.

SB391-SSA1,98,16 5. Any other persons determined by the court.

SB391-SSA1,98,21 (2) (a) If, after 10 days after notice is provided under sub. (1) (b), or earlier if the court determines that the circumstances are extraordinary, no person submits to the court an objection to the request under sub. (1), the court may amend the order entered under s. 54.46 (2) and enter a determination and the amended order that specifies any change in the powers of the guardian.

SB391-SSA1,98,24 (b) If, within 10 days after notice is provided under sub. (1) (b), a person submits to the court an objection to the request under sub. (1), the court shall hold a hearing, unless the objector declines a hearing, under the procedure specified in s. 54.64 (2).

SB391-SSA1,98,25 54.64 (2) Review and modification.

SB391-SSA1,99,1 (a) 1. Appoint a guardian ad litem.

SB391-SSA1,99,2 2. Fix a time and place for hearing.

SB391-SSA1,99,4 3. Designate the persons who are entitled to notice of the hearing and designate the manner in which the notice shall be given.

SB391-SSA1,99,12 (b) The ward has the right to counsel for purposes of the hearing under par. (a). Notwithstanding any finding of incompetence for the ward, the ward may retain and contract for the payment of reasonable fees to an attorney, the selection of whom is subject to court approval, in connection with proceedings involving review of the terms and conditions of the guardianship, including the question of incompetence. The court shall appoint counsel if the ward is unable to obtain counsel. If the ward is indigent, the county of jurisdiction for the guardianship shall provide counsel at the county's expense.

SB391-SSA1,99,14 (3) (b) The ward changes residence from this state to another state and a guardian is appointed in the new state of residence.

SB391-SSA1,99,15 (e) The ward dies.

SB391-SSA1,99,17 (4) (b) The ward changes residence from this state to another state and a guardian is appointed in the new state of residence.

SB391-SSA1,99,19 (5) (b) Continue the guardianship, but waive requirements for a bond for the guardian and waive or require an accounting by the guardian.

SB391-SSA1,99,20 54.66 Final accounts.

SB391-SSA1,99,23 (3) Discharge. After approving the final account and after the guardian has filed proper receipts, the court shall discharge the guardian and release the guardian's bond.

SB391-SSA1,99,25 54.68 Review of conduct of guardian. (1) Continuing jurisdiction of court. The court that appointed the guardian or that granted a petition for acceptance and receipt of a foreign guardianship has continuing jurisdiction over the guardian. Within a reasonable period of time after granting a petition for receipt and acceptance of a foreign guardianship under s. 54.46 (1r), the court shall review the provisions of the guardianship and, as part of its review, shall inform the guardian and ward of services that may be available to the ward.

SB391-SSA1,100,8 (2) Cause for court action against a guardian. Any of the following, if committed by a guardian with respect to a ward or the ward's income or assets, constitutes cause for a remedy of the court under sub. (4):

SB391-SSA1,100,10 (a) Failing to file timely an inventory or account, as required under this chapter, that is accurate and complete.

SB391-SSA1,100,11 (b) Committing fraud, waste, or mismanagement.

SB391-SSA1,100,12 (c) Abusing or neglecting the ward or knowingly permitting others to do so.

SB391-SSA1,100,13 (d) Engaging in self-dealing.

SB391-SSA1,100,15 (e) Failing to provide adequately for the personal needs of the ward from the ward's available assets and income, including any available public benefits.

SB391-SSA1,100,18 (f) Failing to exercise due diligence and reasonable care in assuring that the ward's personal needs are being met in the least restrictive environment consistent with the ward's needs and incapacities.

SB391-SSA1,100,19 (g) Failing to act in the best interests of the ward.

SB391-SSA1,100,21 (h) Failing to disclose conviction for a crime that would have prevented appointment of the person as guardian.

SB391-SSA1,100,22 (i) Failing to disclose that the guardian is listed under s. 146.40 (4g) (a) 2.

SB391-SSA1,100,25 (j) Other than as provided in pars. (a) to (i), failing to perform any duties of a guardian or performing acts prohibited to a guardian as specified in ss. 54.18, 54.19, 54.20, 54.22, 54.25, and 54.62.

SB391-SSA1,101,6 (3) Procedure. Upon the filing of a petition for review of the conduct of a guardian, the court shall hold a hearing in not less than 10, nor more than 60, days and shall order that the petitioner provide notice of the hearing to the ward, the guardian, and any other persons as determined by the court. The court may authorize use by the petitioner of any of the methods of discovery specified in ch. 804 in support of the petition to review conduct of the guardian.

SB391-SSA1,101,9 (4) Remedies of the court. If petitioned by any party or on the court's own motion and after finding cause as specified in sub. (2), a court may do any of the following:

SB391-SSA1,101,11 (a) Order the guardian to file an inventory or other report or account required of the guardian.

SB391-SSA1,101,13 (b) Require the guardian to reimburse the ward or, if deceased, the ward's estate for losses incurred as the result of the guardian's breach of a duty to the ward.

SB391-SSA1,101,15 (c) Impose a forfeiture of up to $10,000 on the guardian, or deny compensation for the guardian or both.

SB391-SSA1,101,16 (d) Remove the guardian.

SB391-SSA1,101,19 (e) Enter any other order that may be necessary or appropriate to compel the guardian to act in the best interests of the ward or to otherwise carry out the guardian's duties.

SB391-SSA1,101,22 (5) Removal of paid guardian. The court may remove a paid guardian if changed circumstances indicate that a previously unavailable volunteer guardian is available to serve and that the change would be in the best interests of the ward.

SB391-SSA1,101,24 (6) Fees and costs in proceedings. In any proceeding under sub. (2) or (5), all of the following apply:

SB391-SSA1,102,2 (a) The court may require the guardian to pay personally any costs of the proceeding, including costs of service and attorney fees.

SB391-SSA1,102,6 (b) Notwithstanding a finding of incompetence, a ward who is petitioning the court under sub. (2) may retain legal counsel, the selection of whom is subject to court approval, and contract for the payment of fees, regardless of whether or not the guardian consents or whether or not the court finds cause under sub. (2).

SB391-SSA1,102,9 54.72 Guardian compensation and reimbursement. A guardian of the person or a guardian of the estate is entitled to compensation and to reimbursement for expenses as follows:

SB391-SSA1,102,11 (1) Compensation. (a) Subject to the court's approval, as determined under par. (b), a guardian shall receive reasonable compensation for the guardian's services.

SB391-SSA1,102,13 (b) The court shall use all of the following factors in deciding whether compensation for a guardian is just and reasonable:

SB391-SSA1,102,14 1. The reasonableness of the services rendered.

SB391-SSA1,102,15 2. The fair market value of the services rendered.

SB391-SSA1,102,16 3. Any conflict of interest of the guardian.

SB391-SSA1,102,17 4. The availability of another to provide the services.

SB391-SSA1,102,19 5. The value and nature of the ward's assets and income, including the sources of the ward's income.

SB391-SSA1,102,20 6. Whether the ward's basic needs are being met.

SB391-SSA1,102,21 7. The hourly or other rate proposed by the guardian for the services.

SB391-SSA1,102,25 (c) The amount of the compensation may be determined on an hourly basis, as a monthly stipend, or on any other basis that the court determines is reasonable under the circumstances. The court may establish the amount or basis for computing the guardian's compensation at the time of the guardian's initial appointment.

SB391-SSA1,103,4 (2) Reimbursement of expenses. The guardian shall be reimbursed for the amount of the guardian's reasonable expenses incurred in the execution of the guardian's duties, including necessary compensation paid to an attorney, an accountant, a broker, and other agents or service providers.

SB391-SSA1,103,7 (3) When court approval required. A court must approve compensation and reimbursement of expenses before payment to the guardian is made, but court approval need not be obtained before charges are incurred.

SB391-SSA1,103,10 subchapter VI voluntary proceedings; conservators

SB391-SSA1,103,11 54.76 Conservator; appointment; duties and powers; termination.

SB391-SSA1,103,18 (3g) If the individual has executed a durable power of attorney before the proceedings under this section, the durable power of attorney remains in effect, except that the court may, only for good cause shown, revoke the durable power of attorney or limit the authority of the agent under the terms of the durable power of attorney. Unless the court makes this revocation or limitation, the individual's conservator may not make decisions for the individual that may be made by the agent, unless the conservator is the agent.

SB391-SSA1,103,21 (3m) A person may at any time bring a petition for the appointment of a standby conservator for an individual for whom a conservator has been appointed under sub. (2).

SB391-SSA1,104,10 (3n) At any hearing conducted under this section the court may designate one or more standby conservators for an individual for whom a conservator has been appointed under sub. (2) whose appointment shall become effective immediately upon the death, unwillingness, unavailability, or inability to act, resignation, or court's removal of the initially appointed conservator or during a period, as determined by the initially appointed conservator or the court, when the initially appointed conservator is temporarily unable to fulfill his or her duties, including during an extended vacation or illness. The powers and duties of the standby conservator shall be the same as those of the initially appointed conservator. The standby conservator shall receive a copy of the court order establishing or modifying the initial conservatorship and the order designating the standby conservator. Upon assuming office, the standby conservator shall so notify the court. Upon notification, the court shall designate this conservator as permanent or shall specify the time period for a limited standby conservatorship.

SB391-SSA1,104,14 (6) The court that appointed the conservator shall have continuing jurisdiction over the conservator. Any of the following, if committed by a conservator with respect to a conservatee or the conservatee's income or assets, constitutes cause for removal of the conservator under sub. (7) (a) 5:

SB391-SSA1,104,16 (a) Failing to file timely an inventory or account, as required under this chapter, that is accurate and complete.

SB391-SSA1,104,17 (b) Committing fraud, waste, or mismanagement.

SB391-SSA1,104,19 (c) Abusing or neglecting the conservatee or knowingly permitting others to do so.

SB391-SSA1,104,20 (d) Engaging in self-dealing.

SB391-SSA1,104,22 (e) Failing to provide adequately for the personal needs of the conservatee from the available income and assets and any available public benefits.

SB391-SSA1,104,23 (f) Failing to act in the best interests of the conservatee.

SB391-SSA1,104,25 (g) Failing to disclose conviction for a crime that would have prevented appointment of the person as conservator.

SB391-SSA1,105,1 (h) Failing to disclose that the conservator is listed under s. 146.40 (4g) (a) 2.

SB391-SSA1,105,3 (7) (a) The powers of a conservator may not be terminated without a hearing and may not be terminated unless any of the following occurs: