Oklahoma § 30-3 - Renumbered as § 1-108 of this title by Laws 1988, c. 329, §
Full text of Oklahoma Oklahoma Statutes § 30-3 — Renumbered as § 1-108 of this title by Laws 1988, c. 329, §, with citation guidance and answers to common questions.
§ 30-3. Renumbered as § 1-108 of this title by Laws 1988, c. 329, §
134, eff. Dec. 1, 1988.
§30-3-101. Petition for appointment of guardian.
A. Any person interested in the welfare of a person believed to
be an incapacitated person or partially incapacitated person may
file a petition alleging that such person is an incapacitated or
partially incapacitated person, and request the appointment of a
guardian.
B. The petition shall be verified and shall specify:
1. The names and addresses of persons entitled to notice
pursuant to Section 3-110 of this title and to the attorney of the
subject of the proceeding, if any, and if known to the petitioner;
2. The nature and degree of the alleged incapacity;
3. The relief requested and the facts and reasons supporting
the need for such relief including, where applicable, a description
of any acts or behavior of the subject of the proceeding which gave
rise to the allegations; and
4. The estimated value of all intangible personal property of
the ward.
C. A copy of the results of any physical, psychological or
other appropriate professional evaluation of the condition of the
subject of the proceeding which has been completed within sixty (60)
days prior to the filing of the petition, may be attached to the
petition at the time it is filed.
D. A guardianship plan or plans substantially in the form
required by Section 3-120 or Section 3-122 of this title or both, as
appropriate, may be attached to the petition at the time it is filed
or may be submitted to the court at the time of the hearing.
E. Before making the appointment, the court may receive an
investigation and report regarding the background and home of the
prospective guardian. When required, the investigation and report
of the prospective guardian and placement restrictions and
requirements shall include a check for the petitioner and each adult
Oklahoma Statutes - Title 30. Guardian and Ward
member of the petitioner’s household establishing that there is no
record of a criminal conviction, protective order or pending
criminal charge. Additionally, the report shall include an Oklahoma
State Bureau of Investigation name-based criminal background check
for the petitioner and each adult member of the petitioner’s
household establishing that no record of a criminal conviction
exists in the OSBI criminal history repository based on the search
criteria provided. The petitioner shall disclose the case name and
status of any civil or criminal matter in state or federal court,
including but not limited to bankruptcy adjudications, involving the
petitioner or any adult household member.
Added by Laws 1988, c. 329, § 38, eff. Dec. 1, 1988. Amended by
Laws 1990, c. 323, § 25, operative July 1, 1990; Laws 2007, c. 364,
§ 1, emerg. eff. June 4, 2007.
§30-3-102. Nomination of guardians or alternate guardians by adult
- Priorities of nominations.
A. Every person eighteen (18) years of age or older who is of
sound mind and not acting under duress, menace, fraud or undue
influence, may nominate a guardian of his person and property, or of
either, as provided by this section. Such nomination shall, in the
event of the incapacity or partial incapacity of said person be
proved in the same manner as any other writing. The nomination
shall be binding on any court having jurisdiction of said
guardianship subject to the disqualification of the nominee by the
court.
B. Such nomination shall be in writing and shall be signed by
the person making such nomination. The nomination shall be
substantially in the following form:
Nomination of Guardian by an Adult
I, ____________________, being of sound mind and not
(Name)
acting under any duress, menace, fraud, or other undue influence do
hereby nominate (Name, current residence, and relationship, if any,
of the nominee) to serve as the guardian of my (person, property,
both) in the event that after the date of this instrument I become
incapacitated.
Executed at ________________________ (city, state)
on this______day of_________, 19__.
______________________
Signature
C. In such nomination, the person making it may nominate an
alternate guardian or guardians to act in the event a previously
named nominee is unable or unwilling to act as guardian.
D. If the same person has executed more than one nomination of
a guardian:
1. The most recent nomination shall control; or
Oklahoma Statutes - Title 30. Guardian and Ward
2. If two or more nominations bear the same most recent date
the court may appoint one of the nominees or may appoint more than
one of the nominees as coguardians upon determining the nominator to
be an incapacitated or partially incapacitated person.
E. This section shall not be construed as amending or in any
manner affecting special powers of attorney, Sections 1051 through
1077 of Title 58 of the Oklahoma Statutes, or durable powers of
attorney or express trusts established pursuant to the provisions of
Title 60 of the Oklahoma Statutes.
Added by Laws 1961, p. 441, § 1. Amended by Laws 1988, c. 329, §
39, eff. Dec. 1, 1988. Renumbered from Title 58, § 896 by Laws
1988, c. 329, § 134, eff. Dec. 1, 1988. Amended by Laws 1990, c.
323, § 26, operative July 1, 1990.
§30-3-102.1. Initiation of guardianship proceedings for minors at
least 17 years and 6 months of age.
A. Any person interested in the welfare of a minor, where the
minor is at least seventeen (17) years and six (6) months of age and
believed to be an incapacitated person or partially incapacitated
person, may initiate guardianship proceedings, file a petition
pursuant to Section 3-101 of Title 30 of the Oklahoma Statutes and
request that any guardianship order take effect immediately on the
minor's eighteenth birthday.
B. The petitioner may provide with the petition a copy of the
results of an evaluation of the minor by a physician, psychologist
or other appropriate professional evaluation that meets the
requirements of subsection C of Section 3-101 of Title 30 of the
Oklahoma Statutes. If the evaluation was conducted within sixty
(60) days prior to the filing of the petition, the petitioner may
ask in the petition that the court accept this report in lieu of
ordering any additional evaluation pursuant to Section 3-108 of
Title 30 of the Oklahoma Statues, and the court may grant the
request.
Added by Laws 2017, c. 182, § 1, eff. Nov. 1, 2017.
§30-3-103. Nomination of guardian or limited guardian by will.
A parent of an unmarried incapacitated or partially
incapacitated person, the spouse of a married incapacitated or
partially incapacitated person, or an adult child of such person who
is serving as guardian or limited guardian may nominate by will, or
by other writing executed by the nominating parent or parents,
spouse, or adult child, an individual to serve as guardian or
limited guardian upon the death or incapacity of the nominator.
Such nomination shall be executed by the nominator in the same
manner as provided for nominations made pursuant to Section 3-102 of
this title.
Oklahoma Statutes - Title 30. Guardian and Ward
Added by Laws 1988, c. 329, § 40, eff. Dec. 1, 1988.
Laws 1990, c. 323, § 27, operative July 1, 1990.
Amended by
§30-3-104. Priorities for selection by court of guardian or limited
guardian - Appointment of organization - Determination of
suitability - Appointment of public agency.
A. The following priorities shall guide the selection by the
court of a guardian or limited guardian of an incapacitated or
partially incapacitated person from among those eligible:
1. The individual or individuals nominated by the subject of
the proceeding pursuant to Section 3-102 of this title;
2. The current guardian or limited guardian appointed or
recognized by the appropriate court of any other jurisdiction in
which the incapacitated or partially incapacitated person resides;
3. An individual nominated by the will or by other writing of a
deceased parent, spouse, or an adult child who was serving as the
guardian or limited guardian of the subject of the proceeding;
4. The spouse of the subject of the proceeding;
5. An adult child of the subject of the proceeding;
6. A parent of the subject of the proceeding;
7. A sibling of the subject of the proceeding;
8. Any individual approved by the court with whom the subject
of the proceeding has been living for more than six (6) months prior
to the filing of the petition. Provided that any owner, operator,
administrator or employee of a facility subject to the provisions of
the Nursing Home Care Act, the Residential Home Care Act or the
Group Homes for the Developmentally Disabled or Physically
Handicapped Persons Act shall not be appointed guardian or limited
guardian of a resident of such facility unless the owner, operator,
administrator or employee is the spouse of the resident, or a
relative of the resident within the second degree of consanguinity
and is otherwise eligible for appointment; or
9. If applicable, an individual volunteer qualified for
appointment as a guardian of a veteran pursuant to the Veterans
Volunteer Guardianship Act.
B. When the guardian or limited guardian of an incapacitated or
partially incapacitated person is the guardian of property only, the
court may appoint an organization which is eligible to manage the
financial resources of an individual and has fiduciary powers, or
its successor in interest, when:
1. Such organization is nominated by the subject of the
proceeding pursuant to Section 3-102 of this title;
2. Such organization is nominated by a person eligible to make
such nomination pursuant to Section 3-103 of this title; or
3. The appointment of such organization is in the best interest
of the subject of the proceeding.
Oklahoma Statutes - Title 30. Guardian and Ward
C. The court shall make reasonable inquiry to determine whether
the person or organization proposed to serve as the guardian or
limited guardian of an incapacitated or partially incapacitated
person is suitable and will exercise the powers and carry out the
duties and responsibilities of guardian or limited guardian in the
best interest of the ward. The court shall also inquire of the
proposed guardian of the person of the ward as to how the guardian
proposes to provide for the care of the ward, and of the proposed
guardian of the estate of the ward as to how the guardian proposes
to manage the property of the ward and to provide for the ward's
financial care. The court shall make such orders with respect
thereto as the court deems to be for the best interest of the ward.
D. A public agency shall not be appointed to serve as guardian
for an adult except as provided in Section 1415 of Title 10 and
Section 10-108 of Title 43A of the Oklahoma Statutes.
Added by Laws 1988, c. 329, § 41, eff. Dec. 1, 1988. Amended by
Laws 1990, c. 323, § 28, operative July 1, 1990; Laws 2019, c. 23, §
7, emerg. eff. April 4, 2019.
§30-3-105. Court appointment where nominee is unable, unwilling or
cannot qualify to serve.
In the event the person nominated is unable, unwilling, or
cannot qualify to so serve, the court shall make a finding of such
fact and shall proceed to the appointment of a guardian as if such
nomination had not been made, taking into account any alternative
guardian named in the nomination.
Added by Laws 1961, p. 441, § 2. Amended by Laws 1988, c. 329, §
42, eff. Dec. 1, 1988. Renumbered from Title 58, § 897 by Laws
1988, c. 329, § 134, eff. Dec. 1, 1988.
§30-3-106. Rights of individual alleged to be or found to be
incapacitated or partially incapacitated - Confidentiality - Relief
from costs and fees - Record.
A. In all hearings conducted pursuant to Article III of the
Oklahoma Guardianship and Conservatorship Act, an individual who is
alleged to be or found to be an incapacitated or partially
incapacitated person shall have a right to:
1. Notice as provided in Section 3-110 of this title;
2. Be present at such hearings;
3. Compel the attendance of witnesses;
4. Present evidence;
5. Cross-examine witnesses;
6. Appeal adverse orders and judgments as provided by the rules
of civil procedure;
7. Representation by court-appointed counsel upon request; and
8. Request that the proceedings be closed to the public.
Oklahoma Statutes - Title 30. Guardian and Ward
B. The requirement of notice to the subject of the proceeding
shall not be waived. The requirement that the subject of the
proceeding be present at a hearing may be waived only for good cause
shown. The court shall make inquiries to determine whether there is
sufficient cause to waive the right to be present. Whenever the
requirement that the subject of the proceeding be present is waived,
the court shall make a finding on the record as to the reason the
subject of the proceeding is not present at the proceeding and the
alternatives which were considered to enable the subject of the
proceeding to be present.
C. Any person may apply for permission to participate in a
proceeding or to be admitted to a proceeding which has been closed
to the public. The court may grant the request to participate upon
determining that the best interest of the subject of the proceeding
will be served thereby. The court may, for good cause shown, grant
the request of such person for permission to be admitted to the
closed proceeding upon determining that said person has a legitimate
interest in the proceedings. In granting either request, the court
may impose any appropriate conditions it deems necessary.
D. If the subject of the proceeding is under the influence of
psychotropic medication, during any judicial hearing held pursuant
to the Oklahoma Guardianship and Conservatorship Act, the court
shall be advised of this fact, the purpose of the medication, and
the effect which it may have on the individual's actions, demeanor
and participation at the hearing.
E. Statements of individuals alleged or found to be partially
incapacitated or incapacitated persons made during the course of the
evaluations, examinations and treatment pursuant to the Oklahoma
Guardianship and Conservatorship Act shall be privileged and
confidential. Such statements shall not be admissible without the
individual's consent in any civil or criminal proceeding other than
a proceeding held pursuant to the Oklahoma Guardianship and
Conservatorship Act.
F. A party to a proceeding held pursuant to the Oklahoma
Guardianship and Conservatorship Act may be relieved of court costs
and filing fees as specified by Section 152 of Title 28 of the
Oklahoma Statutes or as provided by Section 192 of Title 56 of the
Oklahoma Statutes.
G. At the request of any party to a proceeding pursuant to the
provisions of the Oklahoma Guardianship and Conservatorship Act, the
court shall order that a stenographic or mechanical record of the
proceeding be made.
Added by Laws 1988, c. 329, § 43, eff. Dec. 1, 1988. Amended by
Laws 1990, c. 323, § 29, operative July 1, 1990.
§30-3-106.1.
programs.
Court-appointed advocates for vulnerable adults
Oklahoma Statutes - Title 30. Guardian and Ward
A. As used in this section:
1. “Court-appointed advocates for vulnerable adults” or “CAAVA”
means a responsible adult who has been trained and is supervised by
a court-appointed advocates for vulnerable adults program recognized
by the court, and who has volunteered to be available for
appointment under this section to serve as an officer of the court,
as a guardian ad litem to represent the best interests of any
vulnerable adult over whom the district court exercises
jurisdiction, until discharged by the court;
2. “Court-appointed advocates for vulnerable adults program”
means an organized program, administered by either an independent,
not-for-profit corporation, a dependent project of an independent,
not-for-profit corporation, or a unit of local government, which
recruits, screens, trains, assigns, supervises and supports
volunteers to be available for appointment by the court as guardians
ad litem, to represent the best interests of a vulnerable adult;
3. “Vulnerable adult” means a person, eighteen (18) years of
age or older, who is a victim of abuse, neglect or exploitation, or
who is disabled; and
4. “Best interests” means a determination with regard to a
vulnerable adult that is made from the perspective of the vulnerable
adult, considering, but without giving primary importance to, the
convenience of the vulnerable adult’s relatives, caregivers or
health care providers, and without regard for the perceived quality
of life of the vulnerable adult or the vulnerable adult’s perceived
nearness to death.
B. The following entities shall collectively develop policy
guidelines for court-appointed advocates for vulnerable adults
programs:
1. Oklahoma Planning Council on Developmental Disabilities;
2. Court-appointed special advocates (CASA);
3. Aging Services Division of the Department of Human Services;
4. Adult Protective Services Program Office;
5. Office of Public Guardian;
6. Advocacy Partnership for Aging Oklahomans;
7. The State Long-Term Care Ombudsman; and
8. The Developmental Disabilities Division of the Department of
Human Services.
C. 1. Whenever a petition is filed alleging that a potential
ward, hereinafter referred to as a vulnerable adult, is abused,
neglected, exploited or disabled, or for any other action related to
the vulnerable adult, the court may appoint a guardian ad litem for
the vulnerable adult at any time subsequent to the filing of the
petition.
2. The court may appoint a guardian ad litem upon the request
of the vulnerable adult, the attorney of the vulnerable adult, the
Office of Public Guardian, the Adult Protective Services Program
Oklahoma Statutes - Title 30. Guardian and Ward
Office, Aging Services Division and the Developmental Disabilities
Services Division within the Department of Human Services, the
Office of the State Long-Term Care Ombudsman, the state legal
services developer, or any other party to the action.
3. A guardian ad litem shall not be a district attorney, an
employee of the office of the district attorney, the vulnerable
adult’s attorney, an employee of the court, or an employee of any
public agency having duties or responsibilities related to the
vulnerable adult.
4. The guardian ad litem shall be appointed to advocate
objectively on behalf of the vulnerable adult and act as an officer
of the court to investigate all matters concerning the best
interests of the vulnerable adult. In addition to other duties
required by the court and as specified by the court, a guardian ad
litem shall have the following responsibilities:
a.
review documents, reports, records and other
information relevant to the case, meet with and
observe the vulnerable adult in appropriate settings,
and interview relatives, health care providers, adult
protective services workers and any other persons with
knowledge relevant to the case,
b.
advocate for the vulnerable adult’s best interests by
participating in the case, attending any hearings in
the matter and advocating for appropriate services for
the vulnerable adult when necessary,
c.
maintain the confidentiality of information related to
the case,
d.
monitor the vulnerable adult's best interests
throughout any judicial proceeding, and
e.
present written reports on the vulnerable adult’s best
interests that include conclusions and
recommendations, and the facts upon which they are
based.
5. The guardian ad litem shall be given access to the court
files and agency files and access to all documents, reports, records
and other information relevant to the case and to any records and
reports of examination of the vulnerable adult’s relatives, guardian
or custodian, made pursuant to the laws relating to adult abuse and
neglect, including reports generated by service providers.
D. 1. Whenever a court-appointed advocates for vulnerable
adults program is available to the court to serve as a guardian ad
litem, priority shall be given to appointment of the court-appointed
advocate for vulnerable adults to serve as guardian ad litem for the
vulnerable adult regardless of whether a guardian ad litem has been
requested pursuant to the provisions of this subsection.
2. A court-appointed advocates for vulnerable adults (CAAVA)
program may be made available to each judicial district.
Oklahoma Statutes - Title 30. Guardian and Ward
3. For purposes of this section, the terms "court-appointed
advocate for vulnerable adults" and “guardian ad litem” shall have
the same function. In like manner, a court-appointed advocate for
vulnerable adults, except as specifically otherwise provided by law
or by the court, shall have the same power, duties and
responsibilities as assigned to a guardian ad litem by law and shall
have such other qualifications, duties and responsibilities as may
be prescribed by rule of the Supreme Court.
4. A court-appointed advocate for vulnerable adults shall serve
without compensation.
E. 1. Any person participating in a judicial proceeding as a
court-appointed advocate for vulnerable adults shall be presumed
prima facie to be acting in good faith and in so doing shall be
immune from any civil liability that otherwise might be incurred or
imposed.
2. Any person serving in a management position of a courtappointed advocate for vulnerable adults organization, including a
member of the Board of Directors acting in good faith, shall be
immune from any civil liability or any vicarious liability for the
negligence of any court-appointed advocate for vulnerable adults
organization advocates, managers or directors.
Added by Laws 2002, c. 298, § 1, eff. July 1, 2002.
§30-3-107. Appointment of counsel - Explanation and inquiry by
court - Replacement of appointed counsel - Determination of
independence of retained counsel - Record.
A. If at or prior to a hearing on a petition alleging a person
to be an incapacitated or partially incapacitated person, or if at
any point in the course of a proceeding pursuant to said petition,
the subject of the proceeding is not represented by counsel, the
court may appoint an attorney as provided in this section, and the
court may at any time subsequent to the filing of said petition
appoint a guardian ad litem to assist the court in making a
determination as to whether or not an attorney should be appointed
for the subject of the proceeding. Where available, an attorney
appointed by the court may be a public defender.
B. If the subject of the proceeding is present at the hearing
on the petition and is not represented by counsel at said hearing:
1. The court shall explain on the record:
a.
the purpose and potential consequences of the
proceeding; and
b.
the right to be represented by counsel upon request
and that if the subject of the proceeding wishes to be
represented by counsel, the court will appoint an
attorney to represent the subject of the proceeding at
the hearing on the petition.
Oklahoma Statutes - Title 30. Guardian and Ward
2. Following such explanation the court shall inquire of the
subject of the proceeding whether he wishes to have an attorney
appointed.
a.
If the subject of the proceeding requests the
appointment of an attorney, the court shall appoint an
attorney.
b.
If the subject of the proceeding does not request the
appointment of an attorney and the court is in doubt
as to whether the subject of the proceeding is capable
of making an informed decision regarding the
appointment of an attorney and the court determines
that it is in the best interest of the subject of the
proceeding to be represented by counsel, the court
shall appoint an attorney for the subject of the
proceeding, or if the court determines that the
appointment of counsel is not in the best interest of
the subject of the proceeding, the court shall not
appoint an attorney.
c.
If the subject of the proceeding does not request the
appointment of an attorney and the court determines
that the subject of the proceeding is capable of
making an informed decision regarding the appointment
of an attorney, the court shall not appoint an
attorney.
3. The court may make the explanation and inquiry required by
this subsection, regarding the purpose and potential consequences of
the proceeding and the appointment of an attorney, prior to the
hearing on the petition. At the hearing on the petition the court
shall include on the record the facts related to said explanation
and inquiry, the determinations made by the court with respect
thereto and the reasons for such determinations.
C. If the subject of the proceeding is not present at the
hearing on a petition alleging him to be an incapacitated or
partially incapacitated person and is not represented by counsel and
the court has not made the explanation and inquiry as provided by
paragraph 3 of subsection B of this section, the court shall make
sufficient inquiry to determine affirmatively whether it would be in
the best interest of the subject of the proceeding to appoint
counsel to represent the subject of the proceeding at the hearing on
the petition.
1. If the court determines that it is in the best interest of
the subject of the proceeding to be represented by counsel, the
court shall appoint an attorney.
2. If the court determines that the appointment of counsel is
not in the best interest of the subject of the proceeding, the court
shall not appoint an attorney.
Oklahoma Statutes - Title 30. Guardian and Ward
D. Whenever the court determines that the appointment of
counsel is not in the best interests of the subject of the
proceeding, or if the subject of the proceeding does not request the
appointment of an attorney and the court determines that the subject
of the proceeding is capable of making an informed decision
regarding the appointment of counsel, the court shall explain on the
record the reason for such determination.
E. 1. If an attorney is appointed, the court shall delay the
hearing on the petition only for the period of time necessary for
the attorney to prepare the case for the hearing but in no event
less than five (5) days after such appointment.
2. The attorney appointed by the court shall be replaced by
another attorney if:
a.
the subject of the proceeding prefers the services of
an attorney other than the one initially appointed for
him;
b.
the preferred attorney agrees to accept the
responsibility; and
c.
the subject of the proceeding or the attorney whom he
prefers notifies the court of the preference and the
attorney's acceptance of employment.
3. An attorney appointed pursuant to this section shall contact
the subject of the proceeding promptly after receiving notification
of his appointment. An attorney appointed pursuant to the
provisions of this section shall be compensated pursuant to the
provisions of Section 4-403 of this title.
F. 1. Except as provided by paragraph 2 of this subsection or
as otherwise ordered by the court, the responsibility of an attorney
appointed pursuant to the provisions of this section ceases upon the
appointment of a guardian or limited guardian of the subject of the
proceeding or when a determination not to appeal the decision is
made. The court may appoint an attorney to represent a ward at any
subsequent proceeding.
2. Whenever there is an appeal of a decision made subsequent to
a hearing on a petition requesting the appointment of a guardian or
limited guardian, the responsibility of an attorney appointed
pursuant to this subsection continues with respect to the appeal
until the conclusion of the appeal proceedings. Upon application of
the attorney, the court may allow the attorney to withdraw from the
case and shall appoint another attorney to represent the subject of
the proceeding in any appeal proceedings.
G. In all cases where independent counsel is retained by or on
behalf of the subject of the proceeding, the court shall make
independent inquiry to determine whether counsel is independent and
whether any conflict of interest exists which would preclude proper
representation of the subject of the proceeding or which would be
detrimental to the best interest of the subject of the proceeding.
Oklahoma Statutes - Title 30. Guardian and Ward
The court shall appoint other counsel where retained counsel is
found not to be independent.
H. Proceedings brought pursuant to the provisions of this
section shall be made a part of the record in the guardianship
proceeding.
Added by Laws 1988, c. 329, § 44, eff. Dec. 1, 1988. Amended by
Laws 1990, c. 323, § 30, operative July 1, 1990.
§30-3-108. Evaluations of subject of proceeding.
A. After the filing of the petition, the court may, on its own
motion or at the request of any party to the proceeding, if the
court determines it to be for the best interest of the ward, order
an evaluation of the subject of the proceeding in connection with
any proceeding pursuant to the provisions of the Oklahoma
Guardianship and Conservatorship Act where the capacity of said
person is a material issue.
B. Any evaluations made pursuant to the Oklahoma Guardianship
and Conservatorship Act, as appropriate for the condition or alleged
condition of the person being evaluated, shall be performed by:
1. A physician;
2. A psychologist;
3. A social worker with a graduate degree in social work and
field training or experience in working with incapacitated or
partially incapacitated persons; or
4. Other expert with knowledge of the particular incapacity or
disability which the individual is alleged or has been found to
have, or knowledge of the skills required to meet the essential
requirements for the individual's physical health or safety or to
manage that individual's financial resources.
C. An evaluation report prepared and signed by the person or
persons performing the evaluation shall be submitted to the court
prior to the hearing at which the court shall consider the report.
The report shall include, but not be limited to:
1. A description of the nature and extent of the incapacity of
the person, if any;
2. A description of the mental, emotional and physical
condition of the person, his ability to function in the ordinary
activities of daily life and, if appropriate, the educational
condition, adaptive behavior and social skills of the person;
3. An opinion regarding the kind and extent of assistance, if
any, required by the person;
4. An assessment and review of any services necessary to
provide for the well-being of the person in the following areas:
a.
physical health,
b.
mental health,
c.
social skills, and
d.
adequate and appropriate living conditions;
Oklahoma Statutes - Title 30. Guardian and Ward
5.
An opinion regarding:
a.
the probability that the extent of the incapacity, if
any, of the person may significantly lessen or
increase, and
b.
the type of services or treatment, if any, appropriate
for the subject of the proceeding or which could
facilitate improvement in the condition of the subject
of the proceeding; and
A description of any tests or other evaluative techniques
6.
used.
Added by Laws 1988, c. 329, § 45, eff. Dec. 1, 1988.
Laws 1990, c. 323, § 31, operative July 1, 1990.
Amended by
§30-3-109. Hearing on petition - Setting of date.
When it is represented to the court in a petition filed pursuant
to this act alleging that a person is an incapacitated person or
partially incapacitated person, the court shall set a date for a
hearing on the petition which date shall be no more than thirty (30)
days after the filing of the petition. The court shall cause notice
to be served pursuant to the provisions of Section 3-110 of this
title and to the attorney of the subject of the proceeding, if any,
and if known to the petitioner.
R.L. 1910, § 6538. Amended by Laws 1955, p. 302, § 1; Laws 1972, c.
174, § 1, eff. Oct. 1, 1972; Laws 1988, c. 329, § 46, eff. Dec. 1,
1988. Renumbered from Title 58, § 851 by Laws 1988, c. 329, § 134,
eff. Dec. 1, 1988. Amended by Laws 1990, c. 323, § 32, operative
July 1, 1990.
§30-3-110. Notice of hearing.
A. The court shall cause notice to be served of the time and
place of the hearing on the petition requesting the appointment of a
guardian for an incapacitated or partially incapacitated person on:
1. The subject of the proceeding; and
2. The following persons, other than the petitioner, who are
known to the petitioner or whose existence and address can be
ascertained by the petitioner with reasonably diligent efforts:
a.
the spouse, if any, of the subject of the proceeding,
b.
the attorney, if any, of the subject of the
proceeding,
c.
all adult children of the subject of the proceeding,
d.
if there is no such adult child, the then living
parent or parents of the subject of the proceeding, or
e.
if there is no such parent, all adult brothers and
sisters of the subject of the proceeding, and all
adult children of any deceased brothers or sisters of
the subject of the proceeding, and all adult
grandchildren of the subject of the proceeding;
Oklahoma Statutes - Title 30. Guardian and Ward
3. In case no person listed in paragraph 2 of this subsection
is given notice, notice shall be given to at least one and not more
than three of the nearest adult relatives of the subject of the
proceeding who are known to the petitioner or whose existence and
address can be ascertained with reasonably diligent efforts;
4. If not the petitioner, any person or organization which, in
the petition, is proposed to serve as guardian or limited guardian
or, to the extent such nomination is known to the petitioner, who is
nominated by will or other writing to serve as guardian or limited
guardian;
5. To the extent known to the petitioner:
a.
the person or facility having care or custody of the
subject of the proceeding, and
b.
the Department of Human Services or the Department of
Mental Health and Substance Abuse Services, if the
Departments are providing services to the subject of
the proceeding;
6. As appropriate, the Secretary of the United States
Department of Veterans Affairs if the subject of the proceeding is a
veteran and is reasonably believed to be eligible for or in receipt
of benefits or services from the Department; and
7. Any other person as directed by the court.
B. A copy of the pleading which gave rise to the notice shall
be attached to any notice served pursuant to this section.
C. Except for actions appointing a special guardian pursuant to
Section 3-115 of this title:
1. Notice shall be served personally on the individual who is
the subject of the proceeding at least ten (10) days before the time
set for hearing. Such personal service may be made by the attorney
for the petitioner, sheriff, or licensed process server. The person
making such services shall make proper return thereof; and
2. Notice to other persons entitled to notice of a hearing on
the original petition requesting the appointment of a guardian shall
be mailed by regular first-class mail at least ten (10) days before
the time set for the hearing. Such service by mail may be made by
the court clerk, deputy court clerk or attorney for the petitioner.
D. The notice to the subject of the proceeding shall set forth
the date, time, place, and purpose of the hearing to which the
notice refers. Such notice shall be substantially in the following
form:
NOTICE OF HEARING
TO: _______________________________________
(Name of subject of proceeding)
Service Address ________________________________
You are hereby notified that a petition has been filed alleging that
you are an __ incapacitated, __ partially incapacitated person and
are incapable of __ caring for yourself, __ managing your property.
Oklahoma Statutes - Title 30. Guardian and Ward
The petition requests that a __ guardian, __ limited guardian be
appointed by the court to make decisions for you regarding __
yourself, __ your property. A copy of the petition is attached.
The hearing on the petition will be held on
____________________________________________________________.
(date, time and place of the hearing)
At the hearing a ( ) guardian, ( ) limited guardian may be
appointed for your ( ) person, ( ) property. The judge will explain
to you the nature, purpose and effect of the proceedings.
You have the right to attend the hearing. You may confront and
cross-examine all witnesses and present your own witnesses. You
have the right to request that your hearing be closed to the public.
You may request that an expert be appointed to examine you and if
the judge believes that an examination is necessary, the judge will
order an evaluation to be done.
You have the right to hire an attorney of your choice to
represent you. If you do not have an attorney and you wish to be
represented by an attorney at the hearing, the court will appoint
one for you. You may request the appointment of an attorney orally
or in writing prior to the hearing or at the hearing. If you are
able, you will be required to pay the cost of an attorney appointed
by the court.
Added by Laws 1988, c. 329, § 47, eff. Dec. 1, 1988. Amended by
Laws 1989, c. 319, § 1, eff. Nov. 1, 1989; Laws 1990, c. 323, § 33,
operative July 1, 1990; Laws 1991, c. 335, § 10, emerg. eff. June
15, 1991; Laws 2016, c. 320, § 2, eff. Nov. 1, 2016; Laws 2019, c.
23, § 8, emerg. eff. April 4, 2019.
NOTE: Laws 1989, c. 270, § 1 repealed by Laws 1990, c. 51, § 146,
emerg. eff. April 9, 1990, and Laws 1990, c. 323, § 80, operative
July 1, 1990. Laws 1990, c. 51, § 21 repealed by Laws 1991, c. 335,
§ 36, emerg. eff. June 15, 1991.
§30-3-111. Determination by court - Order appointing guardian Explanation on record.
A. At the hearing on the petition the court shall determine
whether or not it is necessary to appoint a guardian of the person,
property or both. If a guardian is needed, the court shall
determine:
1. When a general or limited guardian of the person of the
subject of the proceeding is requested, the essential requirements
for the health and safety of the subject of the proceeding and the
skills and knowledge necessary to meet those requirements;
2. When a general or limited guardian of the property of the
subject of the proceeding is requested, the type and amount of the
financial resources of the subject of the proceeding, the essential
requirements for managing the financial resources and the skills and
knowledge necessary to manage the financial resources;
Oklahoma Statutes - Title 30. Guardian and Ward
3. The nature and extent of the incapacity of the subject of
the proceeding, if any; and
4. Whether by clear and convincing evidence the subject of the
proceeding is an incapacitated or partially incapacitated person.
B. If after a full hearing and examination upon such petition,
the court finds by clear and convincing evidence that the subject of
the proceeding is an incapacitated or partially incapacitated
person, the court shall determine the extent of the incapacity and
the feasibility of less restrictive alternatives to guardianship to
meet the needs of the subject of the proceeding. Upon such
determination, the court may:
1. Dismiss the action if the court finds that less restrictive
alternatives to guardianship are feasible and adequate to meet the
needs of the subject of the proceeding; or
2. Appoint a guardian or limited guardian. An order making
such an appointment shall include a specific finding that it was
established by clear and convincing evidence that the identified
needs of the subject of the proceeding require a guardianship
instead of less restrictive alternatives.
C. Guardianship for an incapacitated person shall be:
1. Used only as is necessary to promote and protect the wellbeing of the person and his or her property;
2. Designed to encourage the development of maximum selfreliance and independence of the person; and
3. Ordered only to the extent required by the actual mental,
physical and adaptive limitations of the person.
R.L. 1910, § 6539. Amended by Laws 1953, p. 247, § 80; Laws 1955,
p. 302, § 2; Laws 1988, c. 329, § 48, eff. Dec. 1, 1988. Renumbered
from Title 58, § 852 by Laws 1988, c. 329, § 134, eff. Dec. 1, 1988.
Amended by Laws 1990, c. 323, § 34, operative July 1, 1990; Laws
2021, c. 133, § 2, eff. Nov. 1, 2021.
§30-3-112. Appointment of guardians or limited guardians.
A. Whenever the court finds the subject of the proceeding to be
an incapacitated person the court shall appoint:
1. A general guardian of the person; and
2. As the court determines to be necessary and appropriate, a
guardian of the property of the ward.
B. Whenever the court finds the subject of the proceeding to be
a partially incapacitated person the court shall appoint, as
necessary and appropriate for said person:
1. A limited guardian of the person; or
2. A general or a limited guardian of the property of said
person; or
3. A limited guardian of the person and a general or limited
guardian of the property of said person.
Oklahoma Statutes - Title 30. Guardian and Ward
C. The court may appoint the same or separate persons to serve
as guardian or limited guardian of the person and guardian or
limited guardian of the property of a ward.
Added by Laws 1988, c. 329, § 49, eff. Dec. 1, 1988. Amended by
Laws 1990, c. 323, § 35, operative July 1, 1990.
§30-3-113. Order appointing guardian - Specific determinations of
capacity - Submission of guardianship plan - Other orders.
A. The order appointing a guardian, based upon evidence
adduced, shall set forth:
1. The determinations made by the court at the hearing;
2. The name and address of the individual, if any, appointed to
serve as the limited guardian or guardian;
3. The specific limitations imposed upon the ward, if the ward
is a partially incapacitated person;
4. Any authority granted a guardian of the person of the ward
to change the place of abode of the ward outside of the state or
county without the prior permission of the court;
5. Findings of fact as to whether the ward retains sufficient
capacity to vote; and
6. Whenever the court determines a review hearing is necessary
or desirable, the date of the review hearing.
B. In establishing the specific limitations on the legal
activities of a ward for whom a limited guardian of the person is
appointed, the court shall make specific determinations regarding
the capacity of the subject of the proceeding, including but not
limited to determining whether the ward retains sufficient capacity:
1. To vote;
2. To serve as a juror;
3. To operate a motor vehicle;
4. To be licensed or continue to practice any profession of the
ward; and
5. To make personal medical decisions including but not limited
to decisions to withhold or withdraw life-sustaining procedures, to
receive hospice services through a home or inpatient hospice
program, to donate organs, to undergo elective surgery, or to
consent to routine or necessary medical or other professional care,
treatment or advice.
C. In establishing the specific limitations on the legal
abilities of a ward for whom a limited guardian of the property is
appointed, the court shall make specific determinations regarding
the capacity of the subject of the proceeding, including but not
limited to determining whether the ward retains sufficient capacity
to:
1. Appoint an agent to act on his behalf;
2. Enter into contracts;
3. Grant conveyances; or
Oklahoma Statutes - Title 30. Guardian and Ward
4. Make gifts of property.
D. If not submitted with the petition or at the hearing, the
guardian or limited guardian shall submit a guardianship plan as
required by Section 3-120 or 3-122 of this title, or both, as
appropriate and a copy of said plan shall be mailed to those persons
entitled to notice pursuant to paragraphs 1, 2, 3 and 7 of
subsection A of Section 3-110 of this title. The guardianship plan
as approved by the court shall be made a part of the order of the
court. Said plan may be modified as provided by this act.
E. The court may, in its discretion, make such further orders
as the court deems necessary for the best interest of the ward for
care of the ward and maintenance or management of the ward’s
property, including but not limited to:
1. Order the guardian of the property of the ward to provide
the ward from such property with specified amounts of money,
monthly, or from time to time, which the ward may dispose of as the
ward shall determine and for which, other than a showing of the
amounts paid to the ward, the guardian will not be required to
account. Such order may be modified upon application of the
guardian or any interested person, and a hearing conducted thereon,
with notice of the hearing on such application to be given to those
persons entitled to notice pursuant to paragraphs 1, 2, 3 and 7 of
subsection A of Section 3-110 of this title and shall be given as
provided in Section 3-110 of this title; and
2. The amount of the bond as required by Section 4-201 of this
title.
Added by Laws 1988, c. 329, § 50, eff. Dec. 1, 1988. Amended by
Laws 1990, c. 323, § 36, operative July 1, 1990; Laws 2019, c. 86, §
1, eff. Nov. 1, 2019; Laws 2021, c. 544, § 2, eff. Nov. 1, 2021.
§30-3-114. Assignment of powers to limited guardian - Endorsement
of limitation or specification of assets upon letters of
guardianship.
A. The court may assign to a limited guardian of the person any
portion of the powers and duties of a general guardian of the person
except the power to take custody of the person of the ward. The
court may also assign to the limited guardian the duty to assist the
ward in those particular areas in which the capacity of the ward is
impaired including, but not limited to, the duty to assist the ward
in:
1. Meeting the requirements for his health or safety;
2. Protecting his rights;
3. Obtaining necessary services;
4. Fulfilling his civic duties; and
5. Any other areas as determined necessary by the court and
which are not specifically prohibited by Section 56 of this act.
Oklahoma Statutes - Title 30. Guardian and Ward
B. An order specifying that only part of the property or estate
of a ward is under the control or management of the guardian creates
a limited guardianship of the property.
1. The court may assign to a limited guardian of property any
of the duties and powers of a general guardian of the property
regarding the management of financial resources which the partially
incapacitated person lacks the capacity to perform; or
2. The court may assign to a limited guardian of property the
duty of assisting the ward to perform any of such functions with
regard to any financial resource of the ward.
C. If the court limits any power conferred on the guardian of
property or specifies that management of some but not all assets of
the ward be placed under the control of a guardian of the property,
the limitation or specification of assets subject to the
guardianship must be endorsed upon the letters of guardianship.
Added by Laws 1988, c. 329, § 51, eff. Dec. 1, 1988.
§30-3-115. Appointment of special guardian - Powers - Duration Bond - Removal.
A. The court may appoint a special guardian for a person who
appears to be or has been found to be an incapacitated or partially
incapacitated person when it appears:
1. There is imminent danger that the health or safety of said
person will be seriously impaired or that the financial resources of
said person will be seriously damaged or dissipated unless immediate
action is taken; and
2. No other person appears to have authority to act in the
circumstances or the guardian previously appointed is unable to or
refuses to take action.
B. The request for appointment of a special guardian may be
included in the petition to appoint a guardian or by separate
petition, either of which must be verified.
C. The court may appoint an attorney, separate and apart from
the petitioner's attorney, for the subject of the proceeding who
does not have legal representation and either cannot afford a
private attorney or cannot retain counsel due to incapacity and may
proceed to hear the petition as same pertains to appointment of a
special guardian with or without notice. If notice is required, the
notice shall set a time for hearing on the petition within seventytwo (72) hours. Notice shall be served on:
1. The subject of the proceeding;
2. The attorney of the subject of the proceeding, if any;
3. The spouse of the subject of the proceeding, if any, and if
the spouse is not the petitioner; and
4. At least one other adult relative of the subject of the
proceeding or any other person who is not the petitioner, as
directed by the court.
Oklahoma Statutes - Title 30. Guardian and Ward
Notice shall be personally served in the manner as the court directs
on the subject of the proceeding and on other persons receiving
notice as directed by the court.
D. The court may without notice appoint a special guardian upon
the filing of the petition, upon presentation of evidence of the
incapacity of the subject of the proceeding, upon a showing that an
immediate or reasonably foreseeable serious physical harm to the
subject of the proceeding or serious impairment of the financial
resources of said person will result from a delay, and upon
presentation of a proposed emergency plan of care for the subject of
the proceeding. Whenever a special guardian is immediately
appointed as provided by this subsection, the court shall cause a
copy of the petition, order and letters of special guardianship to
be served on:
1. The subject of the proceeding;
2. The spouse of the subject of the proceeding, if any, if the
spouse is not the petitioner; and
3. At least one other adult relative of the subject of the
proceeding, if such relative is known or can be ascertained with
reasonable diligence, or by any other person who is not the
petitioner, as directed by the court.
The notice shall be served in the manner the court directs.
E. The court shall grant the special guardian only those powers
necessary to act with respect to the particular emergency, as
determined by the court. The special guardian shall be granted only
powers to accomplish acts that are both supported by the proposed
emergency plan of care and found necessary by the court. Power to
change the place of residence of the subject of the proceeding shall
be specifically granted by the court upon a showing that the needs
of the subject of the proceeding cannot be met within such subject's
present residential arrangements. The court's approval shall be
required for any changes in either the emergency plan of care or the
specified powers of the special guardian. The letters for a special
guardian shall state that the person is a special guardian, the date
of the expiration of the special guardianship, and the specific
power or powers of the special guardian.
F. The appointment of a special guardian shall be effective
from the date of appointment until a guardian is appointed pursuant
to Section 1-112 of this title, or for thirty (30) days, whichever
is less.
G. The court shall not require bond if the appointment is over
the person only, and may require or waive bond if the appointment is
as to the property of the ward.
H. The authority of any guardian or limited guardian previously
appointed by the court is suspended with regard to the powers
granted to the special guardian, but not otherwise, for as long as a
special guardian has authority as provided by this section.
Oklahoma Statutes - Title 30. Guardian and Ward
I. The court may remove a special guardian at any time. The
special guardian shall file a report showing all actions taken
during the special guardianship and shall make any other report the
court requires.
Added by Laws 1988, c. 329, § 52, eff. Dec. 1, 1988. Amended by
Laws 1989, c. 319, § 2, eff. Nov. 1, 1989; Laws 1990, c. 323, § 37,
operative July 1, 1990; Laws 1994, c. 234, § 4, eff. Sept. 1, 1994;
Laws 2001, c. 322, § 1, emerg. eff. June 1, 2001.
§30-3-116. Proceedings to determine restoration to capacity.
A. Any person who has been judicially determined to be an
incapacitated or partially incapacitated person, the guardian or
limited guardian, any relative of the ward or any friend of the ward
may apply by petition to the district court of the county in which
such person was declared incapacitated or partially incapacitated,
to have the fact of the ward's restoration to capacity judicially
determined. The petition shall be verified, and shall state that
such person is no longer incapacitated or partially incapacitated.
B. Upon receiving the petition, the court shall appoint a day
for the hearing. Such hearing shall be set within thirty (30) days
after the date of the filing of the petition. The court shall cause
notice to be served as provided by Section 3-110 of this title and
to the attorney of the subject of the proceeding, if any, and if
known to the petitioner. At the hearing, the guardian or relative
of the petitioner, and in the discretion of the court, any other
person, may contest the right of the petitioner to the relief
demanded. Witnesses may be required to appear and testify, as in
all other civil matters, and may be called and examined by the judge
on his own motion. If it is found that the petitioner is no longer
incapacitated or partially incapacitated and capable of taking care
of himself or his property, or both, his restoration to capacity
shall be adjudged, and the guardianship of such person shall cease.
R.L. 1910, § 6541. Amended by Laws 1955, p. 303, § 4; Laws 1988, c.
329, § 53, eff. Dec. 1, 1988. Renumbered from Title 58, § 854 by
Laws 1988, c. 329, § 134, eff. Dec. 1, 1988. Amended by Laws 1989,
c. 270, § 2, eff. Nov. 1, 1989; Laws 1990, c. 323, § 38, operative
July 1, 1990.
§30-3-117. Presumption of capacity when guardian discharged without
appointment of another.
Whenever a guardian or limited guardian who has been appointed
for an incapacitated or partially incapacitated person has been
discharged by the final order of a court having jurisdiction
thereof, and no other guardian has been appointed for said person by
a court of competent jurisdiction, the person for whom said guardian
had been appointed shall be presumed to be fully restored and shall
be presumed to be fully capable and competent to make contracts and
Oklahoma Statutes - Title 30. Guardian and Ward
transact any and all business as though said person had never been
declared to be incapacitated or partially incapacitated.
Added by Laws 1947, p. 346, § 1. Amended by Laws 1988, c. 329, §
54, eff. Dec. 1, 1988. Renumbered from Title 58, § 855 by Laws
1988, c. 329, § 134, eff. Dec. 1, 1988. Amended by Laws 1990, c.
323, § 39, operative July 1, 1990.
§30-3-118. Duties and powers of guardian or limited guardian.
A. A guardian or limited guardian of the person of an
incapacitated or partially incapacitated person is responsible for
the care or control of the ward pursuant to the provisions of the
Oklahoma Guardianship and Conservatorship Act, and the orders of the
court, and the guardianship plan approved by the court and shall
perform diligently and in good faith any specific duties and powers
assigned by the court.
B. 1. A guardian or limited guardian of the person of an
incapacitated or partially incapacitated person shall:
a.
become or remain sufficiently acquainted with the ward
and maintain sufficient contact with the ward to know
of the capacities, limitations, needs, opportunities,
and physical and mental health of the ward;
b.
assure that the ward has a place of abode in the least
restrictive, most normal setting consistent with the
requirements for his health or safety; and
c.
provide any required consents or approvals on behalf
of the ward as authorized by the court.
2. A guardian or limited guardian of the person, if consistent
with the terms of an order of the court, may:
a.
if no guardian of the property or conservator for the
estate of the ward has been appointed, institute
proceedings, including administrative proceedings, or
take other appropriate action to compel the
performance by any person of a duty to support the
ward or to pay sums for the welfare of the ward; and
b.
consent to routine or necessary medical or other
professional care, treatment, or advice for the ward
without liability by reason of the consent for injury
to the ward resulting from the negligence or acts of
third persons unless a parent would have been liable
in the circumstances.
C. If satisfied that the incapacity or partial incapacity of
the ward has ceased, the guardian or limited guardian shall file a
petition requesting a determination on the restoration to capacity
of the ward and the termination of the guardianship.
Added by Laws 1988, c. 329, § 55, eff. Dec. 1, 1988. Amended by
Laws 1990, c. 323, § 40, operative July 1, 1990.
Oklahoma Statutes - Title 30. Guardian and Ward
§30-3-119. Limitation of powers of guardian.
A guardian shall have no powers except as provided by the
Oklahoma Statutes or given to such guardian in the orders in the
guardianship proceeding. This limitation of powers includes but is
not limited to the following:
1. No guardian shall have the power to consent on behalf of the
ward to the withholding or withdrawal of life-sustaining procedures
as provided in the Oklahoma Advance Directive Act from the ward,
except, in accordance with Section 3102.4 of Title 63 of the
Oklahoma Statutes:
a.
with specific authorization of the court having
jurisdiction over the guardianship proceedings which
authorization must be granted in a separate order and
only at such time as the ward is in need of lifesustaining treatment, and must include specific
findings of fact and conclusions of law based on the
standard established in Section 3101.16 of Title 63 of
the Oklahoma Statutes,
b.
as authorized by an advance directive executed
pursuant to the Oklahoma Advance Directive Act,
c.
as authorized by a consent not to resuscitate made
pursuant to the Oklahoma Do-Not-Resuscitate Act, or
d.
to receive hospice services as authorized by a
licensed physician who determines the ward is
terminally ill, as defined in Section 1-860.2 of Title
63 of the Oklahoma Statutes, provided that withholding
or withdrawal of life-sustaining procedures can be
authorized only in accordance with the provisions of
this paragraph;
2. No guardian or court having jurisdiction of the guardianship
proceeding shall have the power to consent on behalf of the ward or
order the consent on behalf of the ward to the termination or
relinquishment of parental rights of the ward;
3. Except in an emergency and only as necessary to preserve the
life of the ward, no guardian shall have the power to consent on
behalf of the ward to an abortion, psychosurgery, removal of a
bodily organ, performance of any experimental biomedical or
behavioral procedure, or participation in any biomedical or
behavioral experiment, except with specific authorization of the
court having jurisdiction of the guardianship proceeding;
4. No guardian shall have the power to prohibit the marriage or
divorce of a ward except with specific authorization of the court
having jurisdiction of the guardianship proceeding; and
5. No guardian shall have the power to consent on behalf of the
ward to placement of the ward in a facility or institution to which
a person without a guardian would have to be committed pursuant to
Oklahoma Statutes - Title 30. Guardian and Ward
the laws of this state absent formal commitment proceedings in which
the ward has independent counsel.
Added by Laws 1988, c. 329, § 56, eff. Dec. 1, 1988. Amended by
Laws 1989, c. 319, § 3, eff. Nov. 1, 1989; Laws 1990, c. 323, § 41,
operative July 1, 1990; Laws 1992, c. 114, § 19, eff. Sept. 1, 1992;
Laws 1997, c. 327, § 15, eff. Nov. 1, 1997; Laws 2019, c. 86, § 2,
eff. Nov. 1, 2019; Laws 2020, c. 24, § 1, eff. Nov. 1, 2020.
§30-3-120. Proposed plan for care and treatment of ward.
A. If not filed with the petition or submitted to the court at
the time of the hearing, within ten (10) days after his appointment
the guardian or limited guardian of the person of an incapacitated
or partially incapacitated person shall file with the court, for its
approval, a proposed plan for the care and treatment of the ward and
shall submit subsequent or modified plans as required by this title.
Upon the application of the guardian or limited guardian, the court
may extend the time for filing the plan for not more than thirty
(30) days. The court may approve a plan acceptable to the court
without notice or hearing or may, as necessary, order the
modification of the plan at the initial review hearing.
B. 1. The proposed guardianship plan and any subsequent
guardianship plans for the care and treatment of the ward shall
state:
a.
the services which are necessary to meet the essential
requirements for the physical health or safety of the
ward taking into account the contents and
recommendations of an evaluation report made with
respect to the ward, if any;
b.
the means for obtaining those services;
c.
the manner in which the guardian or limited guardian,
the ward, and the guardian of the property of the ward
or the conservator, or if an organization or another
person has been appointed to serve in that capacity,
will exercise and share decision-making authority; and
d.
such other services necessary to assist in fulfilling
the needs of the ward, the terms of the most recent
dispositional order applying to such guardian or
limited guardian, and the duties of such guardian or
limited guardian.
2. Each such plan shall be substantially in the following form:
Plan for the Care and Treatment of a Ward
I, _______________________, the (guardian, limited
(Name)
guardian) for___________________________________________________
(Name and the current place of abode of the ward)
hereby submit this (initial, annual or as ordered by the court)
Guardianship Plan for the care and treatment of said ward.
Oklahoma Statutes - Title 30. Guardian and Ward
1. I believe the services necessary for the physical health and
safety of the ward are: ___________________________
2. Those services will be obtained or provided as follows:
_______________________________________________________________
3. The guardian (or conservator) of the property (Name or indicate
as not applicable) of the ward, the ward, and I plan to cooperate
and share decision-making authority with regard to the ward within
the provisions of the dispositional order as follows:
________________
_______________________________________________________________
4. I believe the following services will assist in fulfilling the
needs of the ward, implementing the terms of the most recent
dispositional order applying to me as (guardian or limited
guardian):
________________________
__________________________
Date
(Signature of guardian or
limited guardian)
C. If ordered by the court, the plan for the care and treatment
of the ward shall be prepared with the assistance of any person
designated by the court to provide such assistance.
Added by Laws 1988, c. 329, § 57, eff. Dec. 1, 1988. Amended by
Laws 1990, c. 323, § 42, operative July 1, 1990.
§30-3-121. Disposition of financial resources under supervision and
control of guardian or limited guardian - Petition for restoration
of capacity.
A. A guardian of the property must keep safe the property of
his ward and shall act as a fiduciary as provided by Section 1-121
of this title.
Subject to the order and the guardianship plan for the
management of the financial resources of the ward, a guardian or
limited guardian of the property of the ward:
1. Shall expend or distribute, authorize the expenditure or
distribution of, and assist in the expenditure or distribution of,
the principal of or income from the financial resources placed under
his supervision and control to assure that:
a.
the essential requirements for the physical health or
safety of the ward are met,
b.
the property rights of the ward are protected,
c.
the financial resources of the ward which are subject
to the guardianship are prudently managed, and
d.
the guardian or limited guardian of the person of the
ward, if any, or if other than the guardian or limited
guardian of the property, is able to perform the
duties and powers assigned by the court;
2. May expend funds of the estate for the support of persons
legally dependent on the ward and others who are members of the
Oklahoma Statutes - Title 30. Guardian and Ward
ward's household who are unable to support themselves, and who are
in need of support;
3. May, subject to prior specific approval by the court, make
gifts to charity, persons, which may include the guardian or limited
guardian, or both such charity and persons, as the ward might have
been expected to make, based upon an established pattern of giving
made by the ward prior to the appointment of a guardian or limited
guardian or if the court finds it is in the best interest of the
subject of the proceeding on the basis of tax or estate planning.
The court may approve gifts of small amounts for holidays, birthdays
or similar occasions and shall specify in the order the maximum
amount which may be expended for such purpose and the person or
persons to whom such gifts can be made, which may include guardians
or limited guardians.
B. Limited guardians of property shall consider the size of the
financial resources of the ward which have not been placed under
their supervision or control.
C. If satisfied that the incapacity or partial incapacity of
the ward has ceased, the guardian or limited guardian of the
property shall file a petition requesting a determination on the
restoration to capacity of the ward and the termination of the
guardianship.
Added by Laws 1988, c. 329, § 58, eff. Dec. 1, 1988. Amended by
Laws 1989, c. 319, § 4, eff. Nov. 1, 1989; Laws 1990, c. 323, § 43,
operative July 1, 1990.
§30-3-122. Proposed plan for management of financial resources of
ward.
A. If not filed with the petition or submitted to the court at
the time of the hearing, within two (2) months after his
appointment, a guardian or limited guardian of the property of an
incapacitated or partially incapacitated person shall file with the
court for its approval a proposed plan for the management of the
financial resources of the ward that are under his management or
administration, and an inventory as required pursuant to Section 4301 of this title. Said guardian or limited guardian shall submit
subsequent or modified plans as required by this title.
B. Initial and subsequent guardianship plans for the management
of the financial resources of the ward shall state:
1. The services which are necessary to manage the property of
the ward placed under the control of the guardian or limited
guardian;
2. The means for obtaining those services;
3. The manner in which the guardian or limited guardian of the
property of the ward, the ward, and the guardian or limited guardian
of the person, or if another individual has been appointed to serve
in that capacity, will exercise and share decision-making authority;
Oklahoma Statutes - Title 30. Guardian and Ward
4. Such other services necessary to assist in the management of
the property placed under the guardian or limited guardian in
fulfilling the needs of the ward and the duties of such guardian or
limited guardian, and the terms of the most recent dispositional
order.
C. Each such plan shall be substantially in the following form:
Plan for the Management
of the Property of the Ward
I, ______________________, the (petitioner, guardian or limited
(Name)
guardian) for___________________________________________________
(Name and current place of abode)
hereby submit this (initial, annual or as ordered by the court)
Guardianship Plan.
1. I believe the services necessary to manage the property of the
ward which is subject to this Plan are as follows: ________________
_______________________________________________________________
2. Those services will be provided in the following manner:
____________________________________________________________
____________________________________________________________
3. The guardian (or limited guardian) of the person, (Name, or
indicate as not applicable) the ward, and I plan to cooperate and
share decision-making authority with regard to the ward within the
provisions of the dispositional order as follows:
_______________________________________________________________
_______________________________________________________________
4. I believe the following services will assist in the management
of the property of the ward subject to my control, implementing the
terms of the most recent dispositional order applying to me as
(guardian or limited guardian) of the property:
_______________________________________________________________
_______________________________________________________________
______________
____________________________________
Date
(Signature of guardian or limited guardian)
Added by Laws 1988, c. 329, § 59, eff. Dec. 1, 1988. Amended by
Laws 1990, c. 323, § 44, operative July 1, 1990.
§30-3-123. Sale or lease of homestead of incapacitated or partially
incapacitated person.
Guardians of incapacitated and partially incapacitated persons
are authorized and empowered subject to the dispositional order and
the guardianship plan to sell and convey all or part of the
homestead of the incapacitated or partially incapacitated person,
and to lease all or part of the homestead of the incapacitated or
partially incapacitated person for oil, gas, and other mineral
exploration, development and production purposes and for
agricultural purposes.
Oklahoma Statutes - Title 30. Guardian and Ward
Added by Laws 1959, p. 223, § 1. Amended by Laws 1988, c. 329, §
60, eff. Dec. 1, 1988. Renumbered from Title 58, § 856 by Laws
1988, c. 329, § 134, eff. Dec. 1, 1988.
§30-3-124. Sale or lease of real property by guardian - Approval Joinder of spouse.
When the ward owns an interest in a tract of real property in
addition to a homestead interest, no conveyance, deed, contract or
lease executed pursuant to the authority granted by Section 3-123 of
this title shall be valid, unless the sale or leasing be conducted
in the manner provided by law for the sale or leasing of other lands
of an incapacitated or partially incapacitated person, be approved
by the court in which the guardianship proceeding is pending, and
the spouse of the ward be a party to such conveyance, deed, contract
or lease and join in the execution and acknowledgment thereof, but
when the ward owns no interest in a tract of real property other
than a homestead interest or possible homestead interest, a guardian
may execute a conveyance thereof on behalf of the ward for the
purpose of waiving such homestead interest or possible homestead
interest, if so authorized by order of the court in which such
proceeding is pending, made pursuant to application and notice sent
by ordinary mail to the persons set forth in Section 3-110 of this
title at least ten (10) days prior to the hearing of such
application.
Added by Laws 1959, p. 223, § 2. Amended by Laws 1988, c. 329, §
61, eff. Dec. 1, 1988. Renumbered from Title 58, § 857 by Laws
1988, c. 329, § 134, eff. Dec. 1, 1988. Amended by Laws 1994, c.
234, § 5, eff. Sept. 1, 1994.
§30-3-125. Application - Sections 60 and 61 cumulative.
Sections 60 and 61 of this act apply only to the homestead and
are cumulative and in addition to any such procedures now provided
or permissible under existing statutes.
Added by Laws 1959, p. 223, § 3. Amended by Laws 1988, c. 329, §
62, eff. Dec. 1, 1988. Renumbered from Title 58, § 858 by Laws
1988, c. 329, § 134, eff. Dec. 1, 1988.
§30-3-126. Estates of incapacitated or partially incapacitated
persons not exceeding $10,000.00 - Disposition - Discharge and
release.
A. When the whole estate of an adult who has been adjudicated
to be incapacitated or partially incapacitated does not exceed the
value of Ten Thousand Dollars ($10,000.00), the court may, in its
discretion, without the appointment of a guardian or the giving of
bond, authorize the deposit thereof in a depositary authorized to
receive fiduciary funds in the name of a suitable person designated
by such court, or, if the assets do not consist of money, authorize
Oklahoma Statutes - Title 30. Guardian and Ward
the delivery thereof to a suitable person designated by such court.
The person receiving such property shall hold and dispose of the
same in such manner as such court directs.
B. The person making payment, delivery, transfer or issuance of
property or evidence thereof to the person designated by such court
under this section is discharged and released to the same extent as
if such payment, delivery, transfer or issuance was made to a
guardian of the incapacitated or partially incapacitated person, and
he is not required to see to the application thereof. A person
making payment, delivery, transfer or issuance of property, or
evidence thereof, to a next friend or guardian ad litem may be
discharged and released as provided for in the Oklahoma Guardianship
and Conservatorship Act.
Added by Laws 1967, c. 51, § 2, emerg. eff. April 14, 1967. Amended
by Laws 1988, c. 329, § 63, eff. Dec. 1, 1988. Renumbered from
Title 58, § 898.2 by Laws 1988, c. 329, § 134, eff. Dec. 1, 1988.
Amended by Laws 1990, c. 323, § 45, operative July 1, 1990.
§30-3-201.
Repealed by Laws 1989, c. 276, § 17, eff. Nov. 1, 1989.
§30-3-202.
Repealed by Laws 1989, c. 276, § 17, eff. Nov. 1, 1989.
§30-3-203.
Repealed by Laws 1989, c. 276, § 17, eff. Nov. 1, 1989.
§30-3-204.
Repealed by Laws 1989, c. 276, § 17, eff. Nov. 1, 1989.
§30-3-205.
Repealed by Laws 1989, c. 276, § 17, eff. Nov. 1, 1989.
§30-3-206.
Repealed by Laws 1989, c. 276, § 17, eff. Nov. 1, 1989.
§30-3-207.
Repealed by Laws 1989, c. 276, § 17, eff. Nov. 1, 1989.
§30-3-208.
Repealed by Laws 1989, c. 276, § 17, eff. Nov. 1, 1989.
§30-3-209.
Repealed by Laws 1989, c. 276, § 17, eff. Nov. 1, 1989.
§30-3-210.
Repealed by Laws 1989, c. 276, § 17, eff. Nov. 1, 1989.
§30-3-211. Petition for appointment of conservator by reason of
physical disability - Consent - Notice and hearing.
When it is represented to the court upon verified petition of
any person, any relative, or friend that:
1. A person is an inhabitant or resident of the county or is
not a resident of the county or the state but has property within
the county;
2. That such person is, by reason of physical disability only,
unable to manage his property; and
Oklahoma Statutes - Title 30. Guardian and Ward
3. That such person voluntarily consents to the establishment
of a conservatorship and the appointment of a conservator, the court
must cause notice to be served personally on the person so alleged
to be unable to manage his property and on such other persons and in
such manner as the court directs, of the time and place of hearing
such petition, not less than five (5) days before the time so
appointed, and such person, if able to attend, must be produced
before the court at the hearing.
Added by Laws 1989, c. 276, § 7, eff. Nov. 1, 1989. Amended by Laws
1990, c. 323, § 46, operative July 1, 1990.
§30-3-212. Appointment of conservator - Consent necessary.
If, after a full hearing and examination upon such petition, it
appears to the court that the person in question is, by reason of
physical disability, unable to manage his property and that such
person consents to the appointment of a conservator, the court shall
appoint a conservator of the estate of such person. A conservator
shall not be appointed if the person in question does not consent to
the appointment.
Added by Laws 1989, c. 276, § 8, eff. Nov. 1, 1989.
§30-3-213. Persons ineligible for appointment as conservator.
No person shall be appointed conservator of an estate who would
be ineligible to act as guardian of the ward in such case.
Added by Laws 1989, c. 276, § 9, eff. Nov. 1, 1989.
§30-3-214. Care, custody and management of estate - Bond.
Every conservator appointed to preserve and protect the estate
of his ward as provided in Sections 3-201 and 3-202 of Title 30 of
the Oklahoma Statutes shall have the care, custody and management of
such estate until such conservator is legally discharged. The
conservator shall give bond to the State of Oklahoma, in like manner
and with like conditions as provided for guardians of incapacitated
and partially incapacitated persons.
Added by Laws 1989, c. 276, § 10, eff. Nov. 1, 1989. Amended by
Laws 1990, c. 323, § 47, operative July 1, 1990.
§30-3-215. Powers and duties of conservator - Jurisdiction of
court.
A conservator shall have the same powers and duties, including
the submission of plans and reports, as a guardian or limited
guardian of the property of an incapacitated or partially
incapacitated person as required by the Oklahoma Guardianship and
Conservatorship Act. All laws relative to the jurisdiction of the
court over the estate of a person under guardianship as an
incapacitated or partially incapacitated person, including the
investment, management, sale or mortgage of his property and the
Oklahoma Statutes - Title 30. Guardian and Ward
payment of his debts, shall be applicable to the estate of a person
under conservatorship.
Added by Laws 1989, c. 276, § 11, eff. Nov. 1, 1989. Amended by
Laws 1990, c. 323, § 48, operative July 1, 1990.
§30-3-216. Discharge of conservator - Accounting.
A conservator may be discharged by the court upon the
application of the ward or otherwise upon such notice to the
conservator and next of kin of said ward as the court may determine
reasonable and proper, when it appears that the conservatorship is
no longer necessary. In the event of the death, resignation or
removal of a conservator, the court, on the application of the
former ward and upon such notice to the next of kin of said ward as
the court may order, may certify that said ward is discharged by
operation of law if it appears that the conservatorship of said ward
is no longer necessary. Upon the termination of a conservatorship,
a conservator shall account to the court as otherwise provided by
the Oklahoma Guardianship and Conservatorship Act for guardians of
property.
Added by Laws 1989, c. 276, § 12, eff. Nov. 1, 1989. Amended by
Laws 1990, c. 323, § 49, operative July 1, 1990.
§30-3-217. Compensation of conservator.
The conservator shall receive as compensation for his services
the compensation provided by law for guardians.
Added by Laws 1989, c. 276, § 13, eff. Nov. 1, 1989.
§30-3-218. Subsequent appointment of guardian of ward - Effect on
estate.
Any subsequent appointment of a guardian of said ward as an
incapacitated or partially incapacitated person shall be an
appointment as guardian of the person only of said ward and shall
not include the appointment of such guardian of the estate of said
ward or in any manner affect the custody, management and the
handling of the estate of said ward by the conservator so long as
such conservatorship proceedings are pending.
Added by Laws 1989, c. 276, § 14, eff. Nov. 1, 1989.
§30-3-219. Limitation on right of ward to contract.
Upon the appointment of a conservator, the ward shall not
thereafter have the power to enter into any contract creating an
obligation against his estate except for necessities.
Added by Laws 1989, c. 276, § 15, eff. Nov. 1, 1989.
§30-3-220. Validation of prior conservatorships.
All conservatorships created prior to the effective date of the
Oklahoma Guardianship and Conservatorship Act, Section 1-101 et seq.
Oklahoma Statutes - Title 30. Guardian and Ward
of this title, with the consent of the person for whose property a
conservator was appointed, are hereby validated. Each such
conservatorship shall be presumed to have been created by consent
unless otherwise established by documents filed in the
conservatorship action or by other evidence.
Added by Laws 1989, c. 276, § 16, eff. Nov. 1, 1989. Amended by
Laws 1990, c. 323, § 50, operative July 1, 1990; Laws 1992, c. 395,
§ 2, eff. Sept. 1, 1992.
§30-3-301. Short title.
This act shall be known and may be cited as the "Uniform Adult
Guardianship and Protective Proceedings Jurisdiction Act".
Added by Laws 2010, c. 257, § 1, eff. Nov. 1, 2010.
§30-3-302. Definitions.
As used in the Uniform Adult Guardianship and Protective
Proceedings Jurisdiction Act:
(1) “Adult” means an individual who has attained eighteen (18)
years of age;
(2) “Conservator” means a person appointed by the court to
administer the property of an adult;
(3) “Guardian” means a person appointed by the court to make
decisions regarding the person of an adult;
(4) “Guardianship order” means an order appointing a guardian;
(5) “Guardianship proceeding” means a judicial proceeding in
which an order for the appointment of a guardian is sought or has
been issued;
(6) “Incapacitated person” means an adult for whom a guardian
has been appointed;
(7) “Party” means the respondent, petitioner, guardian,
conservator, or any other person allowed by the court to participate
in a guardianship or protective proceeding;
(8) “Person”, except in the term incapacitated person or
protected person, means an individual, corporation, business trust,
estate, trust, partnership, limited liability company, association,
joint venture, public corporation, government or governmental
subdivision, agency, or instrumentality, or any other legal or
commercial entity;
(9) “Protected person” means an adult for whom a protective
order has been issued;
(10) “Protective order” means an order appointing a conservator
or other order related to management of an adult’s property;
(11) “Protective proceeding” means a judicial proceeding in
which a protective order is sought or has been issued;
(12) “Record” means information that is inscribed on a tangible
medium or that is stored in an electronic or other medium and is
retrievable in perceivable form;
Oklahoma Statutes - Title 30. Guardian and Ward
(13) “Respondent” means an adult for whom a protective order or
the appointment of a guardian is sought; and
(14) “State” means a state of the United States, the District
of Columbia, Puerto Rico, the United States Virgin Islands, a
federally recognized Indian tribe, or any territory or insular
possession subject to the jurisdiction of the United States.
Added by Laws 2010, c. 257, § 2, eff. Nov. 1, 2010.
§30-3-303. Communication between courts.
(a) A court of this state may communicate with a court in
another state concerning a proceeding arising under this act. The
court may allow the parties to participate in the communication.
Except as otherwise provided in subsection (b) of this section, the
court shall make a record of the communication. The record may be
limited to the fact that the communication occurred.
(b) Courts may communicate concerning schedules, calendars,
court records, and other administrative matters without making a
record.
Added by Laws 2010, c. 257, § 3, eff. Nov. 1, 2010.
§30-3-304. Requests between courts in guardianship or protective
proceedings.
(a) In a guardianship or protective proceeding in this state, a
court of this state may request the appropriate court of another
state to do any of the following:
(1) Hold an evidentiary hearing;
(2) Order a person in that state to produce evidence or give
testimony pursuant to procedures of that state;
(3) Order that an evaluation or assessment be made of the
respondent;
(4) Order any appropriate investigation of a person involved in
a proceeding;
(5) Forward to the court of this state a certified copy of the
transcript or other record of a hearing under paragraph (1) of this
subsection or any other proceeding, any evidence otherwise produced
under paragraph (2) of this subsection, and any evaluation or
assessment prepared in compliance with an order under paragraph (3)
or (4) of this subsection;
(6) Issue any order necessary to assure the appearance in the
proceeding of a person whose presence is necessary for the court to
make a determination, including the respondent or the incapacitated
or protected person;
(7) Issue an order authorizing the release of medical,
financial, criminal, or other relevant information in that state,
including protected health information as defined in 45 C.F.R.
Section 164.504, as amended.
Oklahoma Statutes - Title 30. Guardian and Ward
(b) If a court of another state in which a guardianship or
protective proceeding is pending requests assistance of the kind
provided in subsection (a) of this section, a court of this state
has jurisdiction for the limited purpose of granting the request or
making reasonable efforts to comply with the request.
Added by Laws 2010, c. 257, § 4, eff. Nov. 1, 2010.
§30-3-305. Testimony of a witness located in another state.
(a) In a guardianship or protective proceeding, in addition to
other procedures that may be available, testimony of a witness who
is located in another state may be offered by deposition or other
means allowable in this state for testimony taken in another state.
The court on its own motion may order that the testimony of a
witness be taken in another state and may prescribe the manner in
which and the terms upon which the testimony is to be taken.
(b) In a guardianship or protective proceeding, a court in this
state may permit a witness located in another state to be deposed or
to testify by telephone or audiovisual or other electronic means. A
court of this state shall cooperate with the court of the other
state in designating an appropriate location for the deposition or
testimony.
(c) Documentary evidence transmitted from another state to a
court of this state by technological means that do not produce an
original writing may not be excluded from evidence on an objection
based on the best evidence rule.
Added by Laws 2010, c. 257, § 5, eff. Nov. 1, 2010.
§30-3-306. Definitions - Applicability.
(a) In this article:
(1) “Emergency” means a circumstance that likely will result in
substantial harm to a respondent’s health, safety, or welfare, and
for which the appointment of a guardian is necessary because no
other person has authority and is willing to act on the respondent’s
behalf;
(2) “Home state” means the state in which the respondent was
physically present, including any period of temporary absence, for
at least six (6) consecutive months immediately before the filing of
a petition for a protective order or the appointment of a guardian;
or if none, the state in which the respondent was physically
present, including any period of temporary absence, for at least six
(6) consecutive months ending within the six (6) months prior to the
filing of the petition; and
(3) “Significant-connection state” means a state, other than
the home state, with which a respondent has a significant connection
other than mere physical presence and in which substantial evidence
concerning the respondent is available.
Oklahoma Statutes - Title 30. Guardian and Ward
(b) In determining under Section 8 and subsection (e) of
Section 15 of this act whether a respondent has a significant
connection with a particular state, the court shall consider:
(1) The location of the respondent’s family and other persons
required to be notified of the guardianship or protective
proceeding;
(2) The length of time the respondent at any time was
physically present in the state and the duration of any absence;
(3) The location of the respondent’s property; and
(4) The extent to which the respondent has ties to the state
such as voting registration, state or local tax return filing,
vehicle registration, driver license, social relationship, and
receipt of services.
Added by Laws 2010, c. 257, § 6, eff. Nov. 1, 2010.
§30-3-307. Jurisdictional basis for appointing a guardian or
issuing a protective order.
This article provides the exclusive jurisdictional basis for a
court of this state to appoint a guardian or issue a protective
order for an adult.
Added by Laws 2010, c. 257, § 7, eff. Nov. 1, 2010.
§30-3-308. Jurisdictional requirements for appointing a guardian or
issuing a protective order.
A court of this state has jurisdiction to appoint a guardian or
issue a protective order for a respondent if:
(1) This state is the respondent’s home state;
(2) On the date the petition is filed, this state is a
significant-connection state and:
(A) the respondent does not have a home state or a court
of the respondent’s home state has declined to
exercise jurisdiction because this state is a more
appropriate forum, or
(B) the respondent has a home state, a petition for an
appointment or order is not pending in a court of that
state or another significant-connection state, and,
before the court makes the appointment or issues the
order:
(i) a petition for an appointment or order is not
filed in the respondent’s home state,
(ii) an objection to the court’s jurisdiction is not
filed by a person required to be notified of the
proceeding, and
(iii) the court in this state concludes that it is an
appropriate forum under the factors set forth in
Section 11 of this act;
Oklahoma Statutes - Title 30. Guardian and Ward
(3) This state does not have jurisdiction under either
paragraph (1) or (2) of this subsection, the respondent’s home state
and all significant-connection states have declined to exercise
jurisdiction because this state is the more appropriate forum, and
jurisdiction in this state is consistent with the constitutions of
this state and the United States; or
(4) The requirements for special jurisdiction under Section 9
of this act are met.
Added by Laws 2010, c. 257, § 8, eff. Nov. 1, 2010.
§30-3-309. Special jurisdiction.
(a) A court of this state lacking jurisdiction under paragraphs
(1) through (3) of Section 8 of this act has special jurisdiction to
do any of the following:
(1) Appoint a guardian in an emergency for a term not to exceed
ninety (90) days for a respondent who is physically present in this
state;
(2) Issue a protective order with respect to real or tangible
personal property located in this state;
(3) Appoint a guardian or conservator for an incapacitated or
protected person for whom a provisional order to transfer the
proceeding from another state has been issued under procedures
similar to Section 15 of this act.
(b) If a petition for the appointment of a guardian in an
emergency is brought in this state and this state was not the
respondent’s home state on the date the petition was filed, the
court shall dismiss the proceeding at the request of the court of
the home state, if any, whether dismissal is requested before or
after the emergency appointment.
Added by Laws 2010, c. 257, § 9, eff. Nov. 1, 2010.
§30-3-310. Continuing jurisdiction over proceeding.
Except as otherwise provided in Section 9 of this act, a court
that has appointed a guardian or issued a protective order
consistent with this act has exclusive and continuing jurisdiction
over the proceeding until it is terminated by the court or the
appointment or order expires by its own terms.
Added by Laws 2010, c. 257, § 10, eff. Nov. 1, 2010.
§30-3-311. Factors for declining jurisdiction.
(a) A court of this state having jurisdiction under Section 8
of this act to appoint a guardian or issue a protective order may
decline to exercise its jurisdiction if it determines at any time
that a court of another state is a more appropriate forum.
(b) If a court of this state declines to exercise its
jurisdiction under subsection (a) of this section, it shall either
dismiss or stay the proceeding. The court may impose any condition
Oklahoma Statutes - Title 30. Guardian and Ward
the court considers just and proper, including the condition that a
petition for the appointment of a guardian or issuance of a
protective order be filed promptly in another state.
(c) In determining whether it is an appropriate forum, the
court shall consider all relevant factors, including:
(1) Any expressed preference of the respondent;
(2) Whether abuse, neglect, or exploitation of the respondent
has occurred or is likely to occur and which state could best
protect the respondent from the abuse, neglect, or exploitation;
(3) The length of time the respondent was physically present in
or was a legal resident of this or another state;
(4) The distance of the respondent from the court in each
state;
(5) The financial circumstances of the respondent’s estate;
(6) The nature and location of the evidence;
(7) The ability of the court in each state to decide the issue
expeditiously and the procedures necessary to present evidence;
(8) The familiarity of the court of each state with the facts
and issues in the proceeding; and
(9) If an appointment were made, the court’s ability to monitor
the conduct of the guardian or conservator.
Added by Laws 2010, c. 257, § 11, eff. Nov. 1, 2010.
§30-3-312. Jurisdiction acquired through unjustifiable conduct.
(a) If at any time a court of this state determines that it
acquired jurisdiction to appoint a guardian or issue a protective
order because of unjustifiable conduct, the court may:
(1) Decline to exercise jurisdiction;
(2) Exercise jurisdiction for the limited purpose of fashioning
an appropriate remedy to ensure the health, safety, and welfare of
the respondent or the protection of the respondent’s property or
prevent a repetition of the unjustifiable conduct, including staying
the proceeding until a petition for the appointment of a guardian or
issuance of a protective order is filed in a court of another state
having jurisdiction; or
(3) Continue to exercise jurisdiction after considering:
(A) the extent to which the respondent and all persons
required to be notified of the proceedings have
acquiesced in the exercise of the court’s
jurisdiction;
(B) whether it is a more appropriate forum than the court
of any other state under the factors set forth in
subsection (c) of Section 11 of this act; and
(C) whether the court of any other state would have
jurisdiction under factual circumstances in
substantial conformity with the jurisdictional
standards of Section 8 of this act.
Oklahoma Statutes - Title 30. Guardian and Ward
(b) If a court of this state determines that it acquired
jurisdiction to appoint a guardian or issue a protective order
because a party seeking to invoke its jurisdiction engaged in
unjustifiable conduct, it may assess against that party necessary
and reasonable expenses, including attorney fees, investigative
fees, court costs, communication expenses, witness fees and
expenses, and travel expenses. The court may not assess fees,
costs, or expenses of any kind against this state or a governmental
subdivision, agency, or instrumentality of this state unless
authorized by law other than this act.
Added by Laws 2010, c. 257, § 12, eff. Nov. 1, 2010.
§30-3-313. Notice of petition in home state of respondent.
If a petition for the appointment of a guardian or issuance of a
protective order is brought in this state and this state was not the
respondent’s home state on the date the petition was filed, in
addition to complying with the notice requirements of this state,
notice of the petition shall be given to those persons who would be
entitled to notice of the petition if a proceeding were brought in
the respondent’s home state. The notice shall be given in the same
manner as notice is required to be given in this state.
Added by Laws 2010, c. 257, § 13, eff. Nov. 1, 2010.
§30-3-314. Rules for filing of petitions in multiple states.
Except for a petition for the appointment of a guardian in an
emergency or issuance of a protective order limited to property
located in this state under paragraph (1) or (2) of subsection (a)
of Section 9 of this act, if a petition for the appointment of a
guardian or issuance of a protective order is filed in this state
and in another state and neither petition has been dismissed or
withdrawn, the following rules apply:
(1) If the court in this state has jurisdiction under Section 8
of this act, it may proceed with the case unless a court in another
state acquires jurisdiction under provisions similar to Section 8 of
this act before the appointment or issuance of the order.
(2) If the court in this state does not have jurisdiction under
Section 8 of this act, whether at the time the petition is filed or
at any time before the appointment or issuance of the order, the
court shall stay the proceeding and communicate with the court in
the other state. If the court in the other state has jurisdiction,
the court in this state shall dismiss the petition unless the court
in the other state determines that the court in this state is a more
appropriate forum.
Added by Laws 2010, c. 257, § 14, eff. Nov. 1, 2010.
§30-3-315. Transfer of guardianship or conservatorship Notification of petition.
Oklahoma Statutes - Title 30. Guardian and Ward
(a) A guardian or conservator appointed in this state may
petition the court to transfer the guardianship or conservatorship
to another state.
(b) Notice of a petition under subsection (a) of this section
shall be given to the persons that would be entitled to notice of a
petition in this state for the appointment of a guardian or
conservator.
(c) On the court’s own motion or on request of the guardian or
conservator, the incapacitated or protected person, or other person
required to be notified of the petition, the court shall hold a
hearing on a petition filed pursuant to subsection (a) of this
section.
(d) The court shall issue an order provisionally granting a
petition to transfer a guardianship and shall direct the guardian to
petition for guardianship in the other state if the court is
satisfied that the guardianship will be accepted by the court in the
other state and the court finds that:
(1) The incapacitated person is physically present in or is
reasonably expected to move permanently to the other state;
(2) An objection to the transfer has not been made or, if an
objection has been made, the objector has not established that the
transfer would be contrary to the interests of the incapacitated
person; and
(3) Plans for care and services for the incapacitated person in
the other state are reasonable and sufficient.
(e) The court shall issue a provisional order granting a
petition to transfer a conservatorship and shall direct the
conservator to petition for conservatorship in the other state if
the court is satisfied that the conservatorship will be accepted by
the court of the other state and the court finds that:
(1) The protected person is physically present in or is
reasonably expected to move permanently to the other state, or the
protected person has a significant connection to the other state
considering the factors in subsection (b) of Section 6 of this act;
(2) An objection to the transfer has not been made or, if an
objection has been made, the objector has not established that the
transfer would be contrary to the interests of the protected person;
and
(3) Adequate arrangements will be made for management of the
protected person’s property.
(f) The court shall issue a final order confirming the transfer
and terminating the guardianship or conservatorship upon its receipt
of:
(1) A provisional order accepting the proceeding from the court
to which the proceeding is to be transferred which is issued under
provisions similar to Section 16 of this act; and
Oklahoma Statutes - Title 30. Guardian and Ward
(2) The documents required to terminate a guardianship or
conservatorship in this state.
Added by Laws 2010, c. 257, § 15, eff. Nov. 1, 2010.
§30-3-316. Confirmation of transfer of guardianship or
conservatorship.
(a) To confirm transfer of a guardianship or conservatorship
transferred to this state under provisions similar to Section 15 of
this act, the guardian or conservator shall petition the court in
this state to accept the guardianship or conservatorship. The
petition shall include a certified copy of the other state’s
provisional order of transfer.
(b) Notice of a petition under subsection (a) of this section
shall be given to those persons that would be entitled to notice if
the petition were a petition for the appointment of a guardian or
issuance of a protective order in both the transferring state and
this state. The notice shall be given in the same manner as notice
is required to be given in this state.
(c) On the court’s own motion or on request of the guardian or
conservator, the incapacitated or protected person, or other person
required to be notified of the proceeding, the court shall hold a
hearing on a petition filed pursuant to subsection (a) of this
section.
(d) The court shall issue an order provisionally granting a
petition filed under subsection (a) of this section unless:
(1) An objection is made and the objector establishes that
transfer of the proceeding would be contrary to the interests of the
incapacitated or protected person; or
(2) The guardian or conservator is ineligible for appointment
in this state.
(e) The court shall issue a final order accepting the
proceeding and appointing the guardian or conservator as guardian or
conservator in this state upon its receipt from the court from which
the proceeding is being transferred of a final order issued under
provisions similar to Section 15 of this act transferring the
proceeding to this state.
(f) Not later than ninety (90) days after issuance of a final
order accepting transfer of a guardianship or conservatorship, the
court shall determine whether the guardianship or conservatorship
needs to be modified to conform to the law of this state.
(g) In granting a petition under this section, the court shall
recognize a guardianship or conservatorship order from the other
state, including the determination of the incapacitated or protected
person’s incapacity and the appointment of the guardian or
conservator.
(h) The denial by a court of this state of a petition to accept
a guardianship or conservatorship transferred from another state
Oklahoma Statutes - Title 30. Guardian and Ward
does not affect the ability of the guardian or conservator to seek
appointment as guardian or conservator in this state under Section
3-101 of Title 30 of the Oklahoma Statutes if the court has
jurisdiction to make an appointment other than by reason of the
provisional order of transfer.
Added by Laws 2010, c. 257, § 16, eff. Nov. 1, 2010.
§30-3-317. Registration of out-of-state guardianship order.
If a guardian has been appointed in another state and a petition
for the appointment of a guardian is not pending in this state, the
guardian appointed in the other state, after giving notice to the
appointing court of an intent to register, may register the
guardianship order in this state by filing as a foreign judgment in
a court, in any appropriate county of this state, certified copies
of the order and letters of office.
Added by Laws 2010, c. 257, § 17, eff. Nov. 1, 2010.
§30-3-318. Registration of out-of-state protective order.
If a conservator has been appointed in another state and a
petition for a protective order is not pending in this state, the
conservator appointed in the other state, after giving notice to the
appointing court of an intent to register, may register the
protective order in this state by filing as a foreign judgment in a
court of this state, in any county in which property belonging to
the protected person is located, certified copies of the order and
letters of office and of any bond.
Added by Laws 2010, c. 257, § 18, eff. Nov. 1, 2010.
§30-3-319. Use of authorized powers.
(a) Upon registration of a guardianship or protective order
from another state, the guardian or conservator may exercise in this
state all powers authorized in the order of appointment except as
prohibited under the laws of this state, including maintaining
actions and proceedings in this state and, if the guardian or
conservator is not a resident of this state, subject to any
conditions imposed upon nonresident parties.
(b) A court of this state may grant any relief available under
this act and other law of this state to enforce a registered order.
Added by Laws 2010, c. 257, § 19, eff. Nov. 1, 2010.
§30-3-320. Applying and construing the act.
In applying and construing this uniform act, consideration must
be given to the need to promote uniformity of the law with respect
to its subject matter among states that enact it.
Added by Laws 2010, c. 257, § 20, eff. Nov. 1, 2010.
Oklahoma Statutes - Title 30. Guardian and Ward
§30-3-321. Relation to Electronic Signatures in Global and National
Commerce Act.
This act modifies, limits, and supersedes the federal Electronic
Signatures in Global and National Commerce Act, 15 U.S.C. Section
7001, et seq., but does not modify, limit, or supersede Section
101(c) of that act, 15 U.S.C. Section 7001(c), or authorize
electronic delivery of any of the notices described in Section
103(b) of that act, 15 U.S.C. Section 7003(b).
Added by Laws 2010, c. 257, § 21, eff. Nov. 1, 2010.
§30-3-322. Application of act.
(a) This act applies to guardianship and protective proceedings
begun on or after the effective date of this act.
(b) Articles 1, 3, and 4 and Sections 21 and 22 of this act
apply to proceedings begun before the effective date of this act,
regardless of whether a guardianship or protective order has been
issued.
Added by Laws 2010, c. 257, § 22, eff. Nov. 1, 2010.
Source: official Oklahoma text · Last verified 2026-08-27
Frequently Asked Questions About Oklahoma § 30-3
What does Oklahoma Statutes § 30-3 cover?
Section 30-3 ("Renumbered as § 1-108 of this title by Laws 1988, c. 329, §") is part of the Oklahoma Statutes, the codified statutory law of Oklahoma. It sets out the legal rule or procedure described in the text above. Statutes are amended regularly, so always verify against the official source.
How do I cite Oklahoma § 30-3?
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Is this the official text of Oklahoma law?
No. This page is for research and education and may not include the most recent amendments. For official current law, check the Oklahoma official source linked on this page or consult a licensed Oklahoma attorney.
How does Oklahoma § 30-3 apply to my situation?
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Sources & Verification
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