Senate
File
348
H-8308
Amend
the
amendment,
H-8269,
to
Senate
File
348,
as
amended,
1
passed,
and
reprinted
by
the
Senate,
as
follows:
2
1.
By
striking
page
1,
line
5,
through
page
3,
line
19,
and
3
inserting:
4
<
DIVISION
I
5
MINOR
GUARDIANSHIPS
6
Section
1.
Section
232.3,
subsection
1,
Code
2022,
is
7
amended
to
read
as
follows:
8
1.
During
the
pendency
of
an
action
under
this
chapter
,
a
9
party
to
the
action
is
estopped
from
litigating
concurrently
10
the
custody,
guardianship,
or
placement
of
a
child
who
is
the
11
subject
of
the
action,
in
a
court
other
than
the
juvenile
court
12
with
jurisdiction
of
the
pending
action
under
this
chapter
.
A
13
district
judge,
district
associate
judge,
juvenile
court
judge,
14
magistrate,
or
judicial
hospitalization
referee,
upon
notice
15
of
the
pendency
of
an
action
under
this
chapter
,
shall
not
16
issue
an
order,
finding,
or
decision
relating
to
the
custody,
17
guardianship,
or
placement
of
the
child
who
is
the
subject
of
18
the
action,
under
any
law,
including
but
not
limited
to
chapter
19
232D,
598,
or
598B
,
or
633
.
20
Sec.
2.
Section
232.3,
Code
2022,
is
amended
by
adding
the
21
following
new
subsection:
22
NEW
SUBSECTION
.
3.
An
action
which
is
pending
under
chapter
23
232D
prior
to
an
action
being
brought
under
this
chapter
shall
24
be
stayed
by
the
court
in
the
chapter
232D
action
unless
the
25
court
follows
the
procedures
in
subsection
2
and
authorizes
a
26
party
to
the
action
to
litigate
a
specific
issue
under
this
27
chapter.
28
Sec.
3.
Section
232D.103,
Code
2022,
is
amended
to
read
as
29
follows:
30
232D.103
Jurisdiction.
31
The
juvenile
court
has
exclusive
jurisdiction
in
a
32
guardianship
proceeding
concerning
a
minor
who
is
alleged
to
be
33
in
need
of
a
guardianship
and
guardianships
of
minors
.
34
Sec.
4.
NEW
SECTION
.
232D.107
Confidentiality.
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#1.
Official
juvenile
court
records
in
guardianship
proceedings
1
shall
be
confidential
and
are
not
public
records.
Confidential
2
records
may
be
inspected
and
their
contents
shall
be
disclosed
3
to
the
following
without
court
order,
provided
that
a
person
4
or
entity
who
inspects
or
receives
a
confidential
record
under
5
this
section
shall
not
disclose
the
confidential
record
or
its
6
contents
unless
required
by
law:
7
1.
The
judge
and
professional
court
staff.
8
2.
The
minor
and
the
minor’s
counsel.
9
3.
The
minor’s
parent,
guardian
or
custodian,
court
10
visitor,
and
any
counsel
representing
such
person.
11
Sec.
5.
Section
232D.301,
subsection
2,
paragraph
d,
12
subparagraph
(3),
Code
2022,
is
amended
to
read
as
follows:
13
(3)
Any
adult
who
has
had
the
primary
care
of
the
minor
or
14
with
whom
the
minor
has
lived
for
at
least
any
time
during
the
15
six
months
prior
to
immediately
preceding
the
filing
of
the
16
petition.
17
Sec.
6.
Section
232D.301,
subsection
4,
Code
2022,
is
18
amended
to
read
as
follows:
19
4.
The
petition
shall
state
whether
a
limited
guardianship
20
is
appropriate
,
and
whether
a
conservatorship
for
the
minor
is
21
already
in
existence
.
22
Sec.
7.
Section
232D.302,
subsection
2,
Code
2022,
is
23
amended
to
read
as
follows:
24
2.
Notice
shall
be
served
upon
the
minor’s
known
parents
25
listed
in
the
petition
in
accordance
with
the
rules
of
civil
26
procedure.
If
the
parent
has
not
filed
a
consent
to
the
27
appointment
of
a
guardian,
the
notice
shall
inform
any
parent
28
named
in
the
petition
that
the
parent
may
be
entitled
to
29
representation
under
the
conditions
described
in
section
30
232D.304.
31
Sec.
8.
Section
232D.305,
subsection
1,
Code
2022,
is
32
amended
to
read
as
follows:
33
1.
The
court
may
appoint
a
court
visitor
for
the
minor.
A
34
person
is
qualified
to
serve
as
a
court
visitor
if
the
court
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determines
the
person
has
demonstrated
sufficient
knowledge
of
1
guardianships
to
adequately
perform
the
duties
in
subsection
3.
2
Sec.
9.
Section
232D.305,
subsection
3,
paragraph
b,
Code
3
2022,
is
amended
to
read
as
follows:
4
b.
Explaining
to
the
minor,
if
the
minor’s
age
is
5
appropriate,
the
substance
of
the
petition,
the
purpose
and
6
effect
of
the
guardianship
proceeding,
the
rights
of
the
7
minor
at
the
hearing,
and
the
general
powers
and
duties
of
a
8
guardian.
9
Sec.
10.
Section
232D.305,
Code
2022,
is
amended
by
adding
10
the
following
new
subsection:
11
NEW
SUBSECTION
.
6.
The
court
may
order
a
court
visitor
to
12
continue
to
serve
if
the
court
determines
continued
service
13
would
be
in
the
best
interest
of
the
minor.
If
the
court
14
continues
the
services
of
the
court
visitor,
the
court
may
15
limit
the
direct
duties
of
the
court
visitor
as
the
court
deems
16
necessary
in
which
case
the
court
visitor
shall
thereafter
17
continue
to
serve
until
discharged
by
the
court.
If
the
18
court
does
not
order
the
court
visitor
to
continue,
the
order
19
appointing
the
guardian
shall
discharge
the
court
visitor.
20
Sec.
11.
Section
232D.306,
Code
2022,
is
amended
by
adding
21
the
following
new
subsection:
22
NEW
SUBSECTION
.
4.
A
hearing
on
the
petition
may
be
23
recorded
if
a
court
reporter
is
not
used.
24
Sec.
12.
Section
232D.307,
subsection
1,
Code
2022,
is
25
amended
to
read
as
follows:
26
1.
The
court
shall
request
criminal
record
checks
and
checks
27
of
the
child
abuse,
dependent
adult
abuse,
and
sex
offender
28
registries
in
this
state
for
all
proposed
guardians
other
than
29
financial
institutions
with
Iowa
trust
powers
unless
a
proposed
30
guardian
has
undergone
the
required
background
checks
in
this
31
section
within
the
twelve
six
months
prior
to
the
filing
of
32
a
petition
and
the
background
check
has
been
provided
to
the
33
court
.
34
Sec.
13.
Section
232D.401,
subsection
1,
Code
2022,
is
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amended
to
read
as
follows:
1
1.
The
order
by
the
court
appointing
a
guardian
for
a
minor
2
shall
state
the
basis
for
the
order
and
the
date
on
which
the
3
first
reporting
period
for
the
guardianship
will
end
.
4
Sec.
14.
Section
232D.401,
subsection
3,
unnumbered
5
paragraph
1,
Code
2022,
is
amended
to
read
as
follows:
6
An
order
by
the
court
appointing
a
guardian
for
a
minor
shall
7
state
the
powers
granted
to
the
guardian
until
such
time
as
the
8
guardian
files
an
initial
care
plan
and
such
plan
is
approved
9
by
the
court
as
required
by
section
232D.501,
subsection
4
.
10
Except
as
otherwise
limited
by
court
an
order
appointing
a
11
guardian
for
a
minor
,
the
court
may
grant
the
guardian
the
12
following
powers
,
which
may
be
exercised
without
prior
court
13
approval
:
14
Sec.
15.
Section
232D.501,
subsection
1,
paragraph
a,
Code
15
2022,
is
amended
by
adding
the
following
new
subparagraph:
16
NEW
SUBPARAGRAPH
.
(2A)
The
guardian’s
plan,
if
any,
for
17
applying
for
and
receiving
funds
and
benefits
payable
for
the
18
support
of
the
minor.
19
Sec.
16.
Section
232D.501,
subsection
1,
paragraph
b,
Code
20
2022,
is
amended
by
adding
the
following
new
subparagraphs:
21
NEW
SUBPARAGRAPH
.
(11)
The
results
of
the
guardian’s
22
efforts
to
apply
for
funds
or
benefits
for
the
minor,
and
23
an
accounting
for
the
use
of
such
funds
or
benefits
by
the
24
guardian.
25
NEW
SUBPARAGRAPH
.
(12)
Any
other
information
the
guardian
26
deems
necessary
for
the
court
to
consider.
27
Sec.
17.
Section
232D.501,
Code
2022,
is
amended
by
adding
28
the
following
new
subsections:
29
NEW
SUBSECTION
.
5.
The
guardian
shall
provide
a
copy
of
the
30
verified
initial
care
plan
and
verified
annual
report
required
31
by
this
section
to
the
protected
person,
the
protected
person’s
32
attorney,
if
any,
and
court
visitor,
if
any.
33
NEW
SUBSECTION
.
6.
The
court,
for
good
cause,
may
extend
34
the
deadline
for
filing
required
reports.
Required
reports
of
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a
guardian
which
are
not
timely
filed
and
which
are
delinquent,
1
and
for
which
no
extension
for
filing
has
been
granted
by
the
2
court,
shall
be
administered
in
the
same
manner
as
provided
in
3
section
633.32.
4
DIVISION
II
5
ADULT
GUARDIANSHIPS
AND
MINOR
AND
ADULT
CONSERVATORSHIPS
6
Sec.
18.
Section
235B.6,
subsection
2,
paragraph
d,
Code
7
2022,
is
amended
by
adding
the
following
new
subparagraph:
8
NEW
SUBPARAGRAPH
.
(7)
To
a
district
court
conducting
9
checks
of
the
dependent
adult
abuse
registry
for
all
proposed
10
guardians
and
conservators
pursuant
to
section
633.564.
11
Sec.
19.
Section
633.556,
subsections
4,
5,
and
8,
Code
12
2022,
are
amended
to
read
as
follows:
13
4.
The
petition
shall
list
the
name
and
address
of
the
14
petitioner
and
the
petitioner’s
relationship
to
the
respondent
15
following:
16
a.
The
respondent
.
17
b.
The
petitioner
and
the
petitioner’s
relationship
to
the
18
respondent.
19
c.
The
proposed
guardian
or
conservator
and
the
reason
the
20
proposed
guardian
or
conservator
should
be
selected.
21
5.
The
petition
shall
list
the
name
and
address,
to
the
22
extent
known,
of
the
following:
23
a.
The
name
and
address
of
the
proposed
guardian
and
the
24
reason
the
proposed
guardian
should
be
selected.
25
b.
a.
Any
spouse
of
the
respondent.
26
c.
b.
Any
adult
children
of
the
respondent.
27
d.
c.
Any
parents
of
the
respondent.
28
e.
d.
Any
adult,
who
has
had
the
primary
care
of
the
29
respondent
or
with
whom
the
respondent
has
lived
for
at
least
30
any
time
during
the
six
months
prior
to
immediately
preceding
31
the
filing
of
the
petition,
or
any
institution
or
facility
32
where
the
respondent
has
resided
for
at
least
six
months
prior
33
to
any
time
during
the
six
months
immediately
preceding
the
34
filing
of
the
petition.
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f.
e.
Any
legal
representative
or
representative
payee
of
1
the
respondent.
2
g.
f.
Any
person
designated
as
an
attorney
in
fact
in
a
3
durable
power
of
attorney
for
health
care
which
is
valid
under
4
chapter
144B
,
or
any
person
designated
as
an
agent
in
a
durable
5
power
of
attorney
which
is
valid
under
chapter
633B
.
6
8.
The
petition
shall
provide
a
brief
description
of
7
the
respondent’s
alleged
functional
limitations
that
make
8
the
respondent
unable
to
communicate
or
carry
out
important
9
decisions
concerning
the
respondent’s
financial
affairs
if
10
the
petition
is
for
appointment
of
a
conservator
for
an
adult
11
respondent,
or
unable
to
care
for
the
respondent’s
safety
or
12
provide
for
necessities
such
as
food,
shelter,
clothing,
or
13
medical
care
without
which
physical
injury
or
illness
may
occur
14
if
the
petition
requests
the
appointment
of
a
guardian
.
15
Sec.
20.
Section
633.560,
subsection
3,
Code
2022,
is
16
amended
to
read
as
follows:
17
3.
The
court
shall
require
the
proposed
guardian
or
18
conservator
to
attend
the
hearing
on
the
petition
but
the
court
19
may
excuse
the
proposed
guardian’s
or
conservator’s
attendance
20
for
good
cause
shown.
21
Sec.
21.
Section
633.561,
subsection
6,
Code
2022,
is
22
amended
to
read
as
follows:
23
6.
If
the
court
determines
that
it
would
be
in
the
24
respondent’s
best
interest
to
have
legal
representation
25
with
respect
to
any
further
proceedings
in
a
guardianship
26
or
conservatorship,
the
court
may
appoint
an
attorney
to
27
represent
the
respondent
at
the
expense
of
the
respondent
or
28
the
respondent’s
estate,
or
if
the
respondent
is
indigent
the
29
cost
of
the
court
appointed
attorney
shall
be
assessed
against
30
the
county
in
which
the
proceedings
are
pending.
31
Sec.
22.
Section
633.562,
subsection
1,
Code
2022,
is
32
amended
to
read
as
follows:
33
1.
If
the
court
determines
that
the
appointment
of
a
court
34
visitor
would
be
in
the
best
interest
of
the
respondent,
the
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court
shall
appoint
a
court
visitor
at
the
expense
of
the
1
respondent
or
the
respondent’s
estate,
or,
if
the
respondent
2
is
indigent,
the
cost
of
the
court
visitor
shall
be
assessed
3
against
the
county
in
which
the
proceedings
are
pending.
The
4
court
may
appoint
any
qualified
person
as
a
court
visitor
in
5
a
guardianship
or
conservatorship
proceeding.
A
person
is
6
qualified
to
serve
in
this
capacity
if
the
court
determines
the
7
person
has
demonstrated
sufficient
knowledge
of
guardianships
8
or
conservatorships
to
adequately
perform
the
duties
in
9
subsection
3.
10
Sec.
23.
Section
633.562,
subsection
3,
paragraph
b,
Code
11
2022,
is
amended
to
read
as
follows:
12
b.
Explaining
to
the
respondent
the
substance
of
the
13
petition,
the
purpose
and
effect
of
the
guardianship
or
14
conservatorship
proceeding,
the
rights
of
the
respondent
at
15
the
hearing,
and
the
general
powers
and
duties
of
a
guardian
16
or
conservator.
17
Sec.
24.
Section
633.562,
Code
2022,
is
amended
by
adding
18
the
following
new
subsection:
19
NEW
SUBSECTION
.
7.
A
court
visitor
shall
be
discharged
20
from
all
further
duties
upon
appointment
of
a
guardian
or
21
conservator,
unless
otherwise
ordered
by
the
court.
The
court
22
may
order
a
court
visitor
to
continue
to
serve
if
the
court
23
determines
continued
service
would
be
in
the
best
interest
of
24
the
protected
person.
If
the
court
continues
the
service
of
25
the
court
visitor,
the
court
may
limit
the
direct
duties
of
the
26
court
visitor
as
the
court
deems
necessary.
The
court
visitor
27
shall
thereafter
continue
to
serve
until
discharged
by
the
28
court.
29
Sec.
25.
Section
633.563,
subsection
1,
Code
2022,
is
30
amended
by
adding
the
following
new
paragraph:
31
NEW
PARAGRAPH
.
c.
The
petition
is
for
opening
a
32
conservatorship
for
a
minor.
33
Sec.
26.
Section
633.564,
subsection
1,
Code
2022,
is
34
amended
to
read
as
follows:
35
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1.
The
court
shall
request
criminal
record
checks
and
1
checks
of
the
child
abuse,
dependent
adult
abuse,
and
sexual
2
offender
registries
in
this
state
for
all
proposed
guardians
3
and
conservators,
other
than
financial
institutions
with
Iowa
4
trust
powers
,
unless
a
proposed
guardian
or
conservator
has
5
undergone
the
required
background
checks
required
by
this
6
section
within
the
six
months
prior
to
the
filing
of
a
petition
7
and
the
background
check
has
been
provided
to
the
court
.
8
Sec.
27.
Section
633.569,
Code
2022,
is
amended
to
read
as
9
follows:
10
633.569
Emergency
appointment
of
temporary
guardian
or
11
conservator.
12
1.
A
person
authorized
to
file
a
petition
under
section
13
633.552,
633.553
,
or
633.554
633.556
or
633.557
may
file
an
14
application
for
the
emergency
appointment
of
a
temporary
15
guardian
or
conservator.
16
2.
Such
application
shall
state
all
of
the
following:
17
a.
The
name
and
address
of
the
respondent.
18
0b.
The
name
and
address
of
the
petitioner
and
the
19
petitioner’s
relationship
to
the
respondent.
20
b.
The
name
and
address
of
the
proposed
guardian
or
21
conservator
and
the
reason
the
proposed
guardian
or
conservator
22
should
be
selected.
23
0c.
The
names
and
addresses,
to
the
extent
known,
of
any
24
other
persons
who
must
be
named
in
the
petition
for
appointment
25
of
a
guardian
or
conservator
under
section
633.556
or
633.557.
26
c.
The
reason
the
emergency
appointment
of
a
temporary
27
guardian
or
conservator
is
sought.
28
3.
The
court
may
enter
an
ex
parte
order
appointing
a
29
temporary
guardian
or
conservator
on
an
emergency
basis
under
30
this
section
if
the
court
finds
that
all
of
the
following
31
conditions
are
met:
32
a.
There
is
not
sufficient
time
to
file
a
petition
33
and
hold
a
hearing
pursuant
to
section
633.552,
633.553
,
34
or
633.554
633.556,
633.557,
or
633.560
.
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b.
The
appointment
of
a
temporary
guardian
or
conservator
1
is
necessary
to
avoid
immediate
or
irreparable
harm
to
the
2
respondent
before
a
hearing
with
notice
to
the
respondent
can
3
be
held
.
4
c.
There
is
reason
to
believe
that
the
basis
for
appointment
5
of
guardian
or
conservator
exists
under
section
633.552,
6
633.553
,
or
633.554
633.556
or
633.557
.
7
4.
Notice
of
a
petition
for
the
appointment
of
a
temporary
8
guardian
or
conservator
and
the
issuance
of
an
ex
parte
9
order
appointing
a
temporary
guardian
or
conservator
shall
be
10
provided
to
the
respondent,
the
respondent’s
attorney,
and
any
11
other
person
the
court
determines
should
receive
notice.
12
5.
Upon
the
issuance
of
an
ex
parte
order,
if
the
respondent
13
is
an
adult,
the
respondent
may
file
a
request
for
a
hearing.
14
If
the
respondent
is
a
minor,
the
respondent,
a
parent
having
15
legal
custody
of
the
respondent,
or
any
other
person
having
16
legal
custody
of
the
respondent
may
file
a
written
request
for
17
a
hearing.
Such
hearing
shall
be
held
no
later
than
seven
days
18
after
the
filing
of
a
written
request.
19
6.
The
powers
of
the
temporary
guardian
or
conservator
20
set
forth
in
the
order
of
the
court
shall
be
limited
to
those
21
necessary
to
address
the
emergency
situation
requiring
the
22
appointment
of
a
temporary
guardian
or
conservator.
23
7.
The
temporary
guardianship
or
conservatorship
shall
24
terminate
within
thirty
days
after
the
order
is
issued.
25
8.
The
court
may
order
an
extension
of
the
temporary
26
guardianship
or
conservatorship
for
good
cause
shown.
Prior
27
to
or
contemporaneously
with
the
filing
for
an
application
for
28
the
extension
of
time,
the
guardian
or
conservator
shall
file
a
29
report
with
the
court
setting
forth
all
of
the
following:
30
a.
All
actions
conducted
by
the
guardian
or
conservator
on
31
behalf
of
the
protected
person
from
the
time
of
the
initial
32
appointment
of
the
guardian
up
to
the
time
of
the
report.
33
b.
All
actions
that
the
guardian
or
conservator
plans
to
34
conduct
on
behalf
of
the
protected
person
during
the
extension
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period.
1
9.
The
temporary
guardian
or
conservator
shall
submit
any
2
other
report
the
court
requires.
3
Sec.
28.
Section
633.570,
subsections
1
and
2,
Code
2022,
4
are
amended
to
read
as
follows:
5
1.
In
a
proceeding
for
the
appointment
of
a
guardian,
the
6
respondent
shall
be
given
written
notice
which
advises
the
7
respondent
of
the
powers
that
the
court
may
grant
a
guardian
8
may
exercise
without
court
approval
pursuant
to
the
powers
set
9
out
in
section
633.635,
subsection
2
,
and
the
powers
that
the
10
guardian
may
exercise
only
with
court
approval
pursuant
to
set
11
out
in
section
633.635,
subsection
3
.
12
2.
In
a
proceeding
for
the
appointment
of
a
conservator,
13
the
respondent
shall
be
given
written
notice
which
advises
the
14
respondent
of
the
powers
that
the
court
may
grant
a
conservator
15
may
exercise
without
court
approval
pursuant
to
section
633.646
16
and
the
powers
that
the
guardian
may
exercise
only
with
court
17
approval
pursuant
to
section
633.647
the
powers
set
out
in
18
sections
633.641
and
633.642
.
19
Sec.
29.
Section
633.635,
subsection
1,
Code
2022,
is
20
amended
to
read
as
follows:
21
1.
The
order
by
the
court
appointing
a
guardian
shall
state
22
the
factual
basis
for
the
guardianship
pursuant
to
section
23
633.552
and
the
date
on
which
the
first
reporting
period
for
24
the
guardianship
shall
end
.
25
Sec.
30.
Section
633.635,
subsection
2,
unnumbered
26
paragraph
1,
Code
2022,
is
amended
to
read
as
follows:
27
Based
upon
the
evidence
produced
at
the
hearing
An
order
by
28
the
court
appointing
a
guardian
for
an
adult
shall
state
the
29
powers
granted
to
the
guardian
until
such
time
as
the
guardian
30
files
an
initial
care
plan
and
such
plan
is
approved
by
the
31
court
as
required
by
section
633.669.
Except
as
otherwise
32
limited
by
an
order
appointing
a
guardian
for
an
adult
,
the
33
court
may
grant
a
guardian
the
following
powers
and
duties
with
34
respect
to
a
protected
person
which
may
be
exercised
without
35
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prior
court
approval
:
1
Sec.
31.
Section
633.635,
subsection
3,
unnumbered
2
paragraph
1,
Code
2022,
is
amended
to
read
as
follows:
3
A
Notwithstanding
subsection
2,
a
guardian
may
be
granted
4
the
following
powers
which
may
only
be
exercised
upon
court
5
approval:
6
Sec.
32.
Section
633.641,
subsection
3,
Code
2022,
is
7
amended
to
read
as
follows:
8
3.
If
the
court
appoints
a
conservator
for
a
protected
9
person
who
has
previously
executed
a
valid
power
of
attorney
10
under
chapter
633B
,
the
conservator
shall
act
in
accordance
11
with
the
applicable
provisions
of
chapter
633B
the
power
of
12
attorney
is
suspended
unless
the
power
of
attorney
provides
13
otherwise
or
unless
the
court
determines
the
power
of
attorney
14
should
continue
.
If
the
power
of
attorney
continues,
the
agent
15
is
accountable
to
the
conservator
as
well
as
to
the
protected
16
person.
The
power
of
attorney
shall
be
reinstated
upon
17
termination
of
the
conservatorship
as
a
result
of
the
protected
18
person
regaining
capacity.
19
Sec.
33.
Section
633.642,
Code
2022,
is
amended
by
striking
20
the
section
and
inserting
in
lieu
thereof
the
following:
21
633.642
Powers
of
conservator.
22
1.
An
order
by
the
court
appointing
a
conservator
shall
23
state
the
basis
for
the
conservatorship
pursuant
to
section
24
633.553
or
section
633.554.
25
2.
Upon
appointment
by
the
court,
and
until
such
time
as
the
26
conservator
files
an
initial
financial
management
plan
and
such
27
plan
is
approved
by
the
court
as
required
by
section
633.670,
28
subsection
1,
a
conservator
has
the
authority
to
exercise
all
29
powers
applicable
to
fiduciaries
pursuant
to
sections
633.63
30
through
633.162,
unless
expressly
modified
by
the
court.
31
3.
In
the
order
approving
an
initial
financial
management
32
plan
or
an
annual
report,
the
court
shall
approve
and
set
forth
33
the
specific
powers
of
a
conservator,
which
may
be
thereafter
34
exercised
by
the
conservator
until
further
court
order.
Except
35
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as
otherwise
ordered
by
the
court,
a
conservator
must
give
1
notice
to
persons
entitled
to
notice
and
receive
specific
prior
2
authorization
by
the
court
before
the
conservator
may
take
any
3
other
action
on
behalf
of
the
protected
person.
4
4.
Upon
the
filing
of
an
appropriate
oath
by
the
5
conservator,
the
clerk
of
court
shall
issue
letters
of
6
appointment.
A
copy
of
the
initial
order
of
the
court
shall
be
7
attached
to
the
letters
of
appointment.
8
Sec.
34.
Section
633.669,
Code
2022,
is
amended
to
read
as
9
follows:
10
633.669
Reporting
requirements
——
assistance
Reports
by
clerk
11
guardians
.
12
1.
The
court
shall
assign
a
guardianship
created
under
13
this
chapter,
and
may
reassign
as
necessary
in
the
court’s
14
discretion,
to
one
of
following
reporting
tiers:
15
a.
Tier
I:
A
guardian
assigned
a
tier
I
guardianship
shall
16
file
with
the
court
a
verified
annual
report
which
shall
not
17
be
waived
by
the
court.
The
annual
report
shall
include
all
of
18
the
following:
19
(1)
The
current
mental
and
physical
condition
of
the
20
protected
person.
21
(2)
The
present
living
arrangement
of
the
protected
person,
22
including
a
description
of
each
residence
where
the
protected
23
person
has
resided
during
the
reporting
period.
24
(3)
A
summary
of
the
medical,
educational,
vocational
and
25
technical,
and
other
professional
services
provided
for
the
26
protected
person.
27
(4)
A
description
of
the
guardian’s
visits
with
and
28
activities
on
behalf
of
the
protected
person.
29
(5)
A
recommendation
as
to
the
need
for
continued
30
guardianship.
31
(6)
Other
information
requested
by
the
court
or
useful
in
32
the
opinion
of
the
guardian.
33
b.
A
guardian
appointed
by
the
court
under
this
chapter
34
assigned
a
tier
II
guardianship
shall
file
with
the
court
the
35
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following
written
verified
reports
which
shall
not
be
waived
1
by
the
court:
2
a.
(1)
An
initial
care
plan
filed
within
sixty
days
of
3
appointment.
The
information
in
the
initial
care
plan
shall
4
include
but
not
be
limited
to
the
following
information:
5
(1)
(a)
The
current
residence
of
the
protected
person
6
and
the
guardian’s
plan
for
the
protected
person’s
living
7
arrangements.
8
(2)
(b)
The
guardian’s
plan
for
payment
of
the
protected
9
person’s
living
expenses
and
other
expenses.
10
(3)
(c)
The
protected
person’s
health
status
and
health
11
care
needs,
and
the
guardian’s
plan
for
meeting
the
protected
12
person’s
needs
for
medical,
dental,
and
other
health
care
13
needs.
14
(3A)
(d)
Whether
the
protected
person
has
a
living
will
or
15
health
care
power
of
attorney.
16
(4)
(e)
If
applicable,
the
protected
person’s
need
17
for
other
professional
services
for
mental,
behavioral,
18
or
emotional
health,
and
the
guardian’s
plan
for
other
19
professional
services
needed
by
the
protected
person.
20
(5)
(f)
If
applicable,
the
protected
person’s
employment
21
status,
the
protected
person’s
need
for
educational,
training,
22
or
vocational
services,
and
the
guardian’s
plan
for
meeting
the
23
educational,
training,
and
vocational
needs
of
the
protected
24
person.
25
(6)
(g)
If
applicable,
the
guardian’s
plan
for
facilitating
26
the
participation
of
the
protected
person
in
social
activities.
27
(7)
(h)
The
guardian’s
plan
for
facilitating
contacts
28
between
the
protected
person
and
the
protected
person’s
family
29
members
and
other
significant
persons
significant
in
the
life
30
of
the
protected
person
.
31
(8)
(i)
The
guardian’s
plan
for
contact
with,
and
32
activities
on
behalf
of,
the
protected
person.
33
(j)
The
powers
that
the
guardian
requests
to
carry
out
the
34
initial
care
plan.
35
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(k)
The
guardian
shall
file
an
amended
plan
when
there
1
has
been
a
significant
change
in
the
circumstances
or
the
2
guardian
seeks
to
deviate
significantly
from
the
plan.
The
3
guardian
must
obtain
court
approval
of
the
amended
plan
before
4
implementing
any
of
its
provisions.
5
b.
(2)
An
annual
report,
filed
within
sixty
days
of
the
6
close
of
the
reporting
period
,
unless
the
court
otherwise
7
orders
on
good
cause
shown
.
The
information
in
the
annual
8
report
shall
include
but
not
be
limited
to
the
following
9
information:
10
(1)
(a)
The
current
living
arrangements
of
the
protected
11
person.
12
(2)
(b)
The
sources
of
payment
for
the
protected
person’s
13
living
expenses
and
other
expenses.
14
(3)
(c)
A
description,
if
applicable,
of
the
following:
15
(a)
(i)
The
protected
person’s
physical
and
mental
health
16
status
and
the
medical,
dental,
and
other
professional
health
17
services
provided
to
the
protected
person.
18
(b)
(ii)
If
applicable,
the
protected
person’s
employment
19
status
and
the
educational,
training,
and
vocational
services
20
provided
to
the
protected
person.
21
(iii)
The
guardian’s
facilitation
of
the
participation
of
22
the
protected
person
in
social
activities.
23
(c)
(iv)
The
contact
of
the
protected
person
with
family
24
members
and
other
significant
persons.
25
(d)
(v)
The
nature
and
extent
of
the
guardian’s
visits
26
with,
and
activities
on
behalf
of,
the
protected
person.
27
(4)
(d)
The
guardian’s
recommendation
as
to
the
need
for
28
continuation
of
the
guardianship.
29
(5)
(e)
The
ability
of
the
guardian
to
continue
as
30
guardian.
31
(6)
(f)
The
need
of
the
guardian
for
assistance
in
32
providing
or
arranging
for
the
provision
of
the
care
and
33
protection
of
the
protected
person.
34
(g)
Any
other
information
the
guardian
deems
necessary
for
35
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the
court
to
consider.
1
c.
1A.
A
The
guardian
under
a
tier
I
or
II
guardianship
2
shall
file
a
final
report
within
thirty
days
of
the
termination
3
of
the
guardianship
under
section
633.675
unless
that
time
is
4
extended
by
the
court.
5
2.
The
court
shall
develop
a
simplified
uniform
reporting
6
form
for
use
in
filing
the
required
reports.
7
3.
The
clerk
of
the
court
shall
notify
the
guardian
in
8
writing
of
the
reporting
requirements
and
shall
provide
9
information
and
assistance
to
the
guardian
in
filing
the
10
reports.
11
4.
Reports
of
guardians
shall
be
reviewed
and
approved
by
a
12
district
court
judge
or
referee.
13
5.
The
court,
for
good
cause,
may
extend
the
deadline
for
14
filing
required
reports.
Required
reports
of
a
guardian
which
15
are
not
timely
filed
and
which
are
delinquent,
and
for
which
no
16
extension
for
filing
has
been
granted
by
the
court,
shall
be
17
administered
as
provided
in
section
633.32.
18
6.
The
guardian
shall
provide
a
copy
of
the
reports
required
19
by
this
section
to
the
protected
person,
the
protected
person’s
20
attorney,
if
any,
and
the
court
visitor,
if
any.
21
Sec.
35.
Section
633.670,
Code
2022,
is
amended
to
read
as
22
follows:
23
633.670
Reports
by
conservators.
24
1.
The
court
shall
assign
a
conservatorship
created
under
25
this
chapter,
and
may
reassign
as
necessary
in
the
court’s
26
discretion,
to
one
of
following
reporting
tiers:
27
a.
Tier
I:
A
conservator
assigned
a
tier
I
conservatorship
28
shall
file
with
the
court
a
verified
annual
report
which
shall
29
not
be
waived
by
the
court.
The
annual
report
shall
include
30
all
of
the
following:
31
(1)
The
balance
of
funds
on
hand
at
the
close
of
the
last
32
previous
accounting,
and
all
amounts
received
from
any
source
33
during
the
period
covered
by
the
accounting.
34
(2)
All
disbursements
made
during
the
period
covered
by
the
35
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accounting.
1
(3)
Any
changes
in
investments
since
the
last
previous
2
report,
including
a
list
of
all
assets,
and
recommendations
3
of
the
conservator
for
the
retention
or
disposition
of
any
4
property
held
by
the
conservator.
5
(4)
The
amount
of
the
bond
and
the
name
of
the
surety
on
the
6
bond.
7
(5)
The
residence
or
physical
location
of
the
protected
8
person.
9
(6)
The
general
physical
and
mental
condition
of
the
10
protected
person.
11
(7)
Such
other
information
as
shall
be
necessary
to
show
the
12
condition
of
the
affairs
of
the
conservatorship.
13
b.
Tier
II:
A
conservator
assigned
a
tier
II
14
conservatorship
shall
file
an
with
the
court
a
verified
initial
15
financial
management
plan
for
protecting,
managing,
investing,
16
expending,
and
distributing
the
assets
of
the
conservatorship
17
estate
within
ninety
days
after
appointment
which
shall
not
be
18
waived
by
the
court
.
The
plan
must
be
based
on
the
needs
of
19
the
protected
person
and
take
into
account
the
best
interest
20
of
the
protected
person
as
well
as
the
protected
person’s
21
preference,
values,
and
prior
directions
to
the
extent
known
22
to,
or
reasonably
ascertainable
by,
the
conservator.
23
a.
c.
The
initial
plan
shall
include
all
of
the
following:
24
The
initial
financial
management
plan
required
pursuant
25
to
paragraph
“b”
shall
state
the
protected
person’s
age,
26
residence,
living
arrangements,
and
sources
of
payment
for
27
living
expenses.
28
(1)
A
budget
containing
projected
expenses
and
resources,
29
including
an
estimate
of
the
total
amount
of
fees
the
30
conservator
anticipates
charging
per
year
and
a
statement
or
31
list
of
the
amount
the
conservator
proposes
to
charge
for
each
32
service
the
conservator
anticipates
providing
to
the
protected
33
person.
34
(2)
A
statement
as
to
how
the
conservator
will
involve
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the
protected
person
in
decisions
about
management
of
the
1
conservatorship
estate.
2
(3)
If
ordered
by
the
court,
any
step
the
conservator
plans
3
to
take
to
develop
or
restore
the
ability
of
the
protected
4
person
to
manage
the
conservatorship
estate.
5
(4)
An
estimate
of
the
duration
of
the
conservatorship.
6
d.
If
applicable,
the
protected
person’s
will
shall
be
filed
7
with
the
court
clerk
and
the
protected
person’s
prepaid
burial
8
trust
and
powers
of
attorney
shall
be
described.
9
b.
e.
Within
two
days
after
filing
the
initial
plan,
10
the
The
conservator
shall
give
provide
notice
of
the
filing
11
of
the
initial
plan
with
required
pursuant
to
paragraph
“b”
12
and
a
copy
of
the
initial
plan
to
the
protected
person,
the
13
protected
person’s
attorney
,
if
any,
and
court
visitor,
if
any,
14
and
others
as
directed
by
the
court.
The
notice
must
state
15
that
any
person
entitled
to
a
copy
of
the
plan
must
file
any
16
objections
to
the
plan
not
later
than
fifteen
days
after
it
is
17
filed
twenty
days
from
the
date
of
mailing
notice
of
filing
the
18
initial
plan
.
19
c.
f.
At
least
twenty
days
after
the
initial
plan
required
20
pursuant
to
paragraph
“b”
has
been
filed,
the
court
shall
review
21
and
determine
whether
the
plan
should
be
approved
or
revised,
22
after
considering
objections
filed
and
whether
the
plan
is
23
consistent
with
the
conservator’s
powers
and
duties.
24
d.
g.
After
approval
of
the
initial
plan
required
pursuant
25
to
paragraph
“b”
by
the
court,
the
conservator
shall
provide
a
26
copy
of
the
approved
plan
and
order
approving
the
plan
to
the
27
protected
person,
the
protected
person’s
attorney
,
if
any,
and
28
court
visitor,
if
any,
and
others
as
directed
by
the
court.
29
e.
h.
The
conservator
assigned
to
a
tier
II
conservatorship
30
shall
file
an
amended
plan
when
there
has
been
a
significant
31
change
in
circumstances
or
the
conservator
seeks
to
deviate
32
significantly
from
the
plan.
Before
the
amended
plan
is
33
implemented,
the
provisions
for
court
approval
of
the
plan
34
shall
be
followed
as
provided
in
paragraphs
“b”
,
“c”
,
and
“d”
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the
initial
financial
management
plan
.
1
2.
A
conservator
shall
file
an
inventory
of
the
protected
2
person’s
assets
within
ninety
days
after
appointment
which
3
includes
an
oath
or
affirmation
that
the
inventory
is
believed
4
to
be
complete
and
accurate
as
far
as
information
permits.
5
Copies
of
the
inventory
shall
be
provided
to
the
protected
6
person,
the
protected
person’s
attorney
and
court
visitor,
if
7
any,
and
others
as
directed
by
the
court.
When
the
conservator
8
receives
additional
property
of
the
protected
person,
or
9
becomes
aware
of
its
existence,
a
description
of
the
property
10
shall
be
included
in
the
conservator’s
next
annual
report.
A
11
conservator
assigned
to
a
tier
II
conservatorship
shall
attach
12
to
the
initial
financial
management
plan
an
inventory
of
the
13
protected
person’s
assets
and
debts,
which
includes
an
oath
or
14
affirmation
that
the
inventory
is
believed
to
be
complete
and
15
accurate
as
far
as
information
permits.
The
conservator
shall
16
provide
copies
of
the
inventory
to
the
protected
person,
the
17
protected
person’s
attorney,
if
any,
and
the
court
visitor,
if
18
any,
and
others
as
directed
by
the
court.
Any
objections
to
19
the
inventory
shall
be
filed
in
the
same
manner
and
according
20
to
the
same
schedule
as
objections
to
the
initial
financial
21
management
plan.
The
court
shall
review
the
inventory
and
22
determine
whether
the
inventory
should
be
approved
at
the
same
23
time
as
the
court
reviews
the
initial
financial
management
24
plan.
When
the
conservator
receives
an
additional
asset
of
the
25
protected
person
or
becomes
aware
of
its
existence,
or
becomes
26
aware
of
additional
debt
of
the
protected
person,
a
description
27
of
the
asset
or
debt
shall
be
included
in
the
conservator’s
28
next
annual
report.
29
3.
a.
A
conservator
assigned
to
a
tier
II
conservatorship
30
shall
file
a
written
and
verified
report
on
an
annual
basis
31
for
the
period
since
the
end
of
the
preceding
report
period
.
32
The
court
which
shall
not
waive
these
reports
be
waived
by
the
33
court
.
34
a.
b.
These
reports
shall
include
all
of
the
following:
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The
annual
report
required
by
this
paragraph
shall
state
1
the
age,
the
residence,
and
the
living
arrangements
of
the
2
protected
person,
and
sources
of
payment
for
the
protected
3
person’s
living
expenses
during
the
reporting
period.
4
(1)
Balance
of
funds
on
hand
at
the
beginning
and
end
of
the
5
period.
6
(2)
Disbursements
made.
7
(3)
Changes
in
the
conservator’s
plan.
8
(4)
List
of
assets
as
of
the
end
of
the
period.
9
(5)
Bond
amount
and
surety’s
name.
10
(6)
Residence
and
physical
location
of
the
protected
11
person.
12
(7)
General
physical
and
mental
condition
of
the
protected
13
person.
14
(8)
Other
information
reflecting
the
condition
of
the
15
conservatorship
estate.
16
b.
c.
These
reports
shall
be
filed:
The
conservator
shall
17
submit
with
the
annual
report
required
by
this
paragraph
an
18
inventory
of
the
assets
of
the
protected
person
as
of
the
last
19
day
of
the
reporting
period
the
total
value
of
assets
at
the
20
beginning
and
end
of
the
reporting
period.
21
(1)
On
an
annual
basis
within
sixty
days
of
the
end
of
the
22
reporting
period
unless
the
court
orders
an
extension
for
good
23
cause
shown
in
accordance
with
the
rules
of
probate
procedure.
24
4.
The
conservator
assigned
a
tier
I
or
II
conservatorship
25
shall
file
a
verified
final
report
with
the
court
as
follows:
26
(2)
a.
Within
thirty
days
following
removal
of
the
27
conservator.
28
(3)
b.
Upon
the
conservator’s
filing
of
a
resignation
and
29
before
the
resignation
is
accepted
by
the
court.
30
(4)
c.
Within
sixty
days
following
the
termination
of
the
31
conservatorship.
32
(5)
d.
At
other
times
as
ordered
by
the
court.
33
c.
5.
Reports
required
by
this
section
shall
be
served
on
34
The
conservator
shall
provide
a
copy
of
the
initial
financial
35
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management
plan,
if
applicable,
the
inventory
of
the
protected
1
person’s
assets,
if
applicable,
and
the
annual
report
to
the
2
protected
person,
the
protected
person’s
attorney
,
if
any,
and
3
court
visitor,
if
any,
and
the
veterans
administration
if
the
4
protected
person
is
receiving
veterans
veterans’
benefits.
5
6.
The
court,
for
good
cause,
may
extend
the
deadline
for
6
filing
required
reports.
Required
reports
of
a
conservator
7
which
are
not
timely
filed
and
which
are
delinquent,
and
for
8
which
no
extension
for
filing
has
been
granted
by
the
court,
9
shall
be
administered
as
provided
in
section
633.32.
10
7.
Reports
of
conservators
shall
be
reviewed
and
approved
by
11
a
district
court
judge
or
referee.
12
Sec.
36.
Section
633.675,
subsections
2,
3,
and
5,
Code
13
2022,
are
amended
to
read
as
follows:
14
2.
The
court
shall
terminate
a
guardianship
for
an
adult
if
15
it
the
court
finds
by
clear
and
convincing
evidence
that
the
16
basis
for
appointing
a
guardian
pursuant
to
section
633.552
has
17
not
been
established.
18
3.
The
court
shall
terminate
a
conservatorship
if
the
court
19
finds
by
clear
and
convincing
evidence
that
the
basis
for
20
appointing
a
conservator
pursuant
to
section
633.553
or
633.554
21
is
not
satisfied.
22
5.
The
standard
of
proof
and
the
burden
of
proof
to
be
23
applied
in
a
termination
proceeding
to
terminate
a
guardianship
24
or
conservatorship
for
an
adult
shall
be
the
same
as
set
forth
25
in
section
633.551,
subsection
2
.
>
26
2.
Page
15,
by
striking
lines
7
through
9.
27
3.
By
renumbering
as
necessary.
28
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#3.