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                                 SENATE AMENDED
        PRIOR PRINTER'S NOS. 222, 1697, 3710,         PRINTER'S NO. 3956
        3738

THE GENERAL ASSEMBLY OF PENNSYLVANIA


HOUSE BILL

No. 227 Session of 1999


        INTRODUCED BY SATHER, SCHULER, YOUNGBLOOD, GEIST, BAKER, HERMAN,
           PESCI, DEMPSEY, FAIRCHILD, E. Z. TAYLOR, SAYLOR, TRELLO,
           STERN, TIGUE, SEYFERT, HESS, McCALL, SEMMEL, HARHAI, CLYMER,
           WILT, M. COHEN, ROSS AND WASHINGTON, FEBRUARY 1, 1999

        SENATOR LOEPER, RULES AND EXECUTIVE NOMINATIONS, IN SENATE, RE-
           REPORTED AS AMENDED, SEPTEMBER 26, 2000

                                     AN ACT

     1  Amending Title 20 (Decedents, Estates and Fiduciaries) of the
     2     Pennsylvania Consolidated Statutes, further providing for
     3     durable powers of attorney.

     4     The General Assembly of the Commonwealth of Pennsylvania
     5  hereby enacts as follows:
     6     Section 1.  Section 5604 of Title 20 of the Pennsylvania
     7  Consolidated Statutes is amended by adding a subsection           <--
     8  SUBSECTIONS to read:                                              <--
     9  § 5604.  Durable powers of attorney.
    10     * * *
    11     (d)  Discovery of information and records regarding actions
    12  of attorney-in-fact AGENT.--                                      <--
    13         (1)  If the agency DEPARTMENT OF AGING AGENCY, as defined  <--
    14     ACTING pursuant to the act of November 6, 1987 (P.L.381,       <--
    15     No.79), known as the Older Adults Protective Services Act, is
    16     denied access to records necessary for the completion of a

     1     proper investigation of a report or a client assessment and
     2     service plan or the delivery of needed services in order to
     3     prevent further abuse, neglect, exploitation or abandonment
     4     of the older adult PRINCIPAL reported to be in need of         <--
     5     protective services, the agency DEPARTMENT OF AGING AGENCY     <--
     6     may petition the court of common pleas for an order requiring
     7     the appropriate access when either of the following
     8     conditions applies:
     9             (i)  the older adult PRINCIPAL has provided written    <--
    10         consent for confidential records to be disclosed and the
    11         keeper of the records AGENT denies access; or              <--
    12             (ii)  the agency DEPARTMENT OF AGING AGENCY can        <--
    13         demonstrate that the older adult PRINCIPAL has denied OR   <--
    14         DIRECTED THE AGENT TO DENY access to the records because
    15         of incompetence, coercion, extortion or justifiable fear
    16         of future abuse, neglect, exploitation or abandonment.
    17         (2)  This petition may be filed in the county wherein the
    18     attorney-in-fact AGENT resides or has his principal place of   <--
    19     business, or, if a nonresident, in the county wherein the
    20     OLDER ADULT principal resides., or, if a guardian has been     <--
    21     appointed for the principal, in the court which made the
    22     appointment. The court, after reasonable notice to the
    23     attorney-in-fact AGENT and to the OLDER ADULT principal if no  <--
    24     guardian has been appointed, otherwise to the guardian, may
    25     conduct a hearing on the petition.
    26         (3)  Upon the failure of the attorney-in-fact AGENT to     <--
    27     provide the requested information, the court may make and
    28     enforce such further orders respecting discovery.              <--
    29         (4)  A determination to grant or deny AN ORDER, WHETHER    <--
    30     in whole or in part, discovery sought shall not be considered  <--
    19990H0227B3956                  - 2 -

     1     a finding regarding the competence, capacity or impairment of
     2     the OLDER ADULT principal, nor shall the granting or denial    <--
     3     of discovery AN ORDER preclude the availability of other       <--
     4     remedies involving protection of the person or estate of the
     5     OLDER ADULT principal or the rights and duties of the          <--
     6     attorney-in-fact AGENT.                                        <--
     7     (E)  DEFINITIONS.--AS USED IN THIS SECTION, THE FOLLOWING      <--
     8  WORDS AND PHRASES SHALL HAVE THE MEANINGS GIVEN TO THEM IN THIS
     9  SUBSECTION:
    10     "ABANDONMENT."  AS THAT TERM IS DEFINED IN THE ACT OF
    11  NOVEMBER 6, 1987 (P.L.381, NO.79), KNOWN AS THE OLDER ADULTS
    12  PROTECTIVE SERVICES ACT.
    13     "ABUSE."  AS THAT TERM IS DEFINED IN THE ACT OF NOVEMBER 6,
    14  1987 (P.L.381, NO.79), KNOWN AS THE OLDER ADULTS PROTECTIVE
    15  SERVICES ACT.
    16     "AGENCY."  AS THAT TERM IS DEFINED IN THE ACT OF NOVEMBER 6,
    17  1987 (P.L.381, NO.79), KNOWN AS THE OLDER ADULTS PROTECTIVE
    18  SERVICES ACT, EXCEPT THAT IN CITIES OF THE FIRST CLASS THE TERM
    19  SHALL MEAN THE DEPARTMENT OF AGING.
    20     "EXPLOITATION."  AS THAT TERM IS DEFINED IN THE ACT OF
    21  NOVEMBER 6, 1987 (P.L.381, NO.79), KNOWN AS THE OLDER ADULTS
    22  PROTECTIVE SERVICES ACT.
    23     "NEGLECT."  AS THAT TERM IS DEFINED IN THE ACT OF NOVEMBER 6,
    24  1987 (P.L.381, NO.79), KNOWN AS THE OLDER ADULTS PROTECTIVE
    25  SERVICES ACT.
    26     "OLDER ADULT PRINCIPAL."  A PRINCIPAL WHO IS 60 YEARS OF AGE
    27  OR OLDER.
    28     Section 2.  This act shall take effect immediately.


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