Connecticut 2017 Regular Session Status: Passed Senate

SB 976 — AN ACT CONCERNING CONSERVATOR ACCOUNTABILITY.

Last action — SIGNED BY GOVERNOR

  1. ✓
    Introduced
  2. ✓
    In Committee
  3. 3
    Passed Senate
  4. 4
    Passed House
  5. 5
    To Executive
  6. 6
    Enacted

This bill died with 2017 Regular Session. It reached “Passed Senate” and never advanced before the session ended, so it can no longer move — a new version would have to be reintroduced in the current session.

This bill is no longer active — its legislative session has ended, so there is no live prognosis. It would have to be reintroduced in the current session to move again.

Bill Text

What changed in the latest version

10 added · 13 removed

Plain-language change summary

The amendment to SB 976 adds a requirement that the Probate Court must send notice of a hearing regarding an audit report to all parties involved, along with the report itself. This audit report becomes admissible in evidence, allowing any interested party the right to have the auditor appear as a witness if available. Additionally, the amendment clarifies that conservators must follow specific standards of practice when exercising their duties. This change aims to improve transparency and accountability during the auditing process of conservators' management of estates.

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General Assembly   Raised Bill No.
General Assembly   Substitute Bill No.
976 January Session, 2017   LCO No.
976 January Session, 2017   *_____SB00976JUD___033017____* AN ACT CONCERNING CONSERVATOR ACCOUNTABILITY.
4703   *04703_______JUD* Referred to Committee on JUDICIARY   Introduced by:
  (JUD)   AN ACT CONCERNING CONSERVATOR ACCOUNTABILITY.
(f) Upon receipt of an audit report under subsection (e) of this section, the Probate Court shall send notice of hearing on the account and audit report, together with a copy of the audit report, to all parties.
(f) Upon receipt of an audit report under subsection (e) of this section, the Probate Court shall send notice of the hearing on the account and audit report, together with a copy of the audit report, to all parties.
(a) A conservator of the estate appointed under section 45a-646, 45a-650 or 45a-654 shall, within two months after the date of the conservator's appointment, make and file in the Court of Probate, an inventory, under penalty of false statement, of the estate of the conserved person, with the properties thereof appraised or caused to be appraised, by such conservator, at fair market value as of the date of the conservator's appointment.
(a) A conservator of the estate appointed under section 45a-646, 45a-650 or 45a-654 shall, within two months after the date of the conservator's appointment, make and file in the [Court of Probate] Probate Court, an inventory, under penalty of false statement, of the estate of the conserved person, with the properties thereof appraised or caused to be appraised, by such conservator, at fair market value as of the date of the conservator's appointment.
(b) Any conservator of the estate of a married person may apply such portion of the property of the conserved person to the support, maintenance and medical treatment of the conserved person's spouse which the Court of Probate, upon hearing after notice, decides to be proper under the circumstances of the case.
(b) Any conservator of the estate of a married person may apply such portion of the property of the conserved person to the support, maintenance and medical treatment of the conserved person's spouse which the [Court of Probate] Probate Court, upon hearing after notice, decides to be proper under the circumstances of the case.
(c) The conservator shall report at least annually to the probate court that appointed the conservator regarding the condition of the conserved person, the efforts made to encourage the independence of the conserved person and the conservator's statement on whether the appointment of the conservator is the least restrictive means of intervention for managing the conserved person's needs.
(c) The conservator shall report at least annually to the [probate court] Probate Court that appointed the conservator regarding the condition of the conserved person, the efforts made to encourage the independence of the conserved person and the conservator's statement on whether the appointment of the conservator is the least restrictive means of intervention for managing the conserved person's needs.
4 January 1, 2018 45a-656 Statement of Purpose:
4 January 1, 2018 45a-656 Statement of Legislative Commissioners:
To provide the Probate Court Administrator with the authority to:
In Section 3(a) and (b), "Court of Probate" was changed to "Probate Court";
(1) Audit an account of a conservator of the estate, and (2) adopt, in consultation with the Connecticut Probate Assembly, standards of practice that will provide guidance to court-appointed conservators in the performance of their duties.
and in Section 4(c) "probate court" was changed to "Probate Court" for consistency.
[Proposed deletions are enclosed in brackets.
JUD Joint Favorable Subst.
Proposed additions are indicated by underline, except that when the entire text of a bill or resolution or a section of a bill or resolution is new, it is not underlined.]
-LCO  
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Action History

  1. SIGNED BY GOVERNOR

  2. TRANSMITTED BY SECRETARY OF THE STATE TO GOVERNOR

  3. TRANSMITTED TO SECRETARY OF THE STATE

  4. PUBLIC ACT 17-7

  5. IN CONCURRENCE

  6. HOUSE PASSED, SEN. AMEND. SCH. A

  7. HOUSE ADOPTED SEN. AMEND. SCH. A

  8. HOUSE CALENDAR NUMBER 483

  9. FAV. RPT., TABLED FOR HOUSE CALENDER

  10. ON CONSENT CALENDAR

  11. SEN. PASSED, SEN. AMEND. SCH. A

  12. SEN. ADOPTED SEN. AMEND. SCH. A

  13. FILE NO. 617

  14. SENATE CALENDAR NUMBER 320

  15. FAV. RPT., TAB. FOR CAL., SEN.

  16. RPTD. OUT OF LCO

  17. REFERRED TO Office of Legislative Research AND Office of Fiscal Analysis 04/12/17

  18. FILED WITH LCO

  19. Joint Favorable

  20. PUBLIC HEARING 0313

  21. REF. TO JOINT COMM. ON Judiciary

Sponsors

  • Terry B.' b'Gerratana · Primary
  • William' b'Duff · Primary
  • John K.' b'Hampton · Primary
  • Patricia Billie' b'Miller · Primary
  • Peter A.' b'Tercyak · Primary
  • John A.' b'Kissel · Primary
  • Art' b'Linares · Primary
  • Michael A.' b'McLachlan · Primary
  • Bob' b'Godfrey · Primary
  • Bruce V.' b'Morris · Primary
  • Rosa C.' b'Rebimbas · Primary
  • Lonnie' b'Reed · Primary
  • Terry B.' b'Adams · Primary
  • Nicole' b'Klarides-Ditria · Primary
  • Gail' b'Lavielle · Primary
  • Robert' b'Sanchez · Primary
  • Derek' b'Slap · Primary
  • Daniel S.' b'Rovero · Primary

Sponsorship breakdown

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18 sponsors · 0 co-sponsors · 169 not signed on

Sponsors (18)

  • b'Gerratana, Terry B.'
  • b'Duff, William'
  • b'Hampton, John K.'
  • b'Miller, Patricia Billie'
  • b'Tercyak, Peter A.'
  • b'Kissel, John A.'
  • b'Linares, Art'
  • b'McLachlan, Michael A.'
  • b'Godfrey, Bob'
  • b'Morris, Bruce V.'
  • b'Rebimbas, Rosa C.'
  • b'Reed, Lonnie'
  • b'Adams, Terry B.'
  • b'Klarides-Ditria, Nicole'
  • b'Lavielle, Gail'
  • b'Sanchez, Robert'
  • b'Slap, Derek'
  • b'Rovero, Daniel S.'

Co-sponsors (0)

None.

Not signed on (169)

169 members have not signed on to this bill.

Show all 169 →

"Not signed on" means a member has not sponsored or co-sponsored this bill — it does not imply opposition. Members flagged Voted No have a recorded No vote on this bill.

Whip count is in markup. Polling the chamber and every recorded vote this session. Only the first open is slow. It’s instant for you after this. Calling the roll · Tallying · Engrossing

Votes

Passed 34 Yea · 0 Nay · 2 Other
Party YeaNayPresentNot Voting
Democratic 8000
Unaffiliated 21002
Republican 5000
Total 34002
% of votes cast 94%0%0%6%
How each member voted (36)
Member Party Vote
PAUL M. FORMICA — Yea
TIM LARSON — Yea
KEVIN KELLY — Yea
STEVE CASSANO — Not Voting
MARILYN MOORE — Yea
BETH BYE — Yea
EDWIN A. GOMES — Yea
TERRY B. GERRATANA — Yea
MICHAEL A. MCLACHLAN — Yea
KEVIN D. WITKOS — Yea
TONI BOUCHER — Yea
PAUL DOYLE — Yea
CARLO LEONE — Yea
CRAIG MINER — Yea
LEN SUZIO — Yea
GAYLE SLOSSBERG — Yea
ART LINARES — Yea
JOE MARKLEY — Yea
LEONARD FASANO — Yea
GEORGE LOGAN — Yea
ANTHONY GUGLIELMO — Yea
HEATHER BOND — Yea
L. SCOTT FRANTZ — Not Voting
Bob Duff Democratic Yea
Catherine A. Osten Democratic Yea
Douglas McCrory Democratic Yea
Gary A. Winfield Democratic Yea
Joan V. Hartley Democratic Yea
John W. Fonfara Democratic Yea
Mae Flexer Democratic Yea
Martin M. Looney Democratic Yea
Eric C. Berthel Republican Yea
Henri Martin Republican Yea
John A. Kissel Republican Yea
Kathy Kennedy Republican Yea
Tony Hwang Republican Yea

Official roll call →

Subjects

Cross-referencing the record. Reading this bill against every other bill in the corpus by meaning, not keywords. Only the first open is slow. It’s instant for you after this. Matching · Ranking · Engrossing

Frequently asked questions

Who sponsors SB 976?
SB 976 is sponsored by b'Gerratana, Terry B.', b'Duff, William', b'Hampton, John K.', b'Miller, Patricia Billie', b'Tercyak, Peter A.', b'Kissel, John A.', b'Linares, Art', b'McLachlan, Michael A.', b'Godfrey, Bob', b'Morris, Bruce V.', b'Rebimbas, Rosa C.', b'Reed, Lonnie', b'Adams, Terry B.', b'Klarides-Ditria, Nicole', b'Lavielle, Gail', b'Sanchez, Robert', b'Slap, Derek', and b'Rovero, Daniel S.'.
What is the current status of SB 976?
This bill died with 2017 Regular Session. It reached “Passed Senate” and never advanced before the session ended, so it can no longer move — a new version would have to be reintroduced in the current session.
Where can I track SB 976?
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