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        PRIOR PRINTER'S NOS. 2739, 4166               PRINTER'S NO. 4270

THE GENERAL ASSEMBLY OF PENNSYLVANIA


HOUSE BILL

No. 2036 Session of 2003


        INTRODUCED BY KENNEY, KOTIK, PAYNE, BEBKO-JONES, BELFANTI,
           BENNINGHOFF, BUNT, CORRIGAN, COY, CURRY, DeWEESE, D. EVANS,
           FLEAGLE, GEIST, HARHAI, HARHART, HERMAN, HESS, JAMES, KELLER,
           KIRKLAND, LEACH, MACKERETH, MAITLAND, McGEEHAN, McGILL,
           MUNDY, MYERS, NICKOL, O'NEILL, PALLONE, REICHLEY, ROSS,
           SANTONI, SATHER, SEMMEL, SOLOBAY, STURLA, J. TAYLOR, THOMAS,
           TIGUE, TRUE, VANCE, WALKO, WATSON, WEBER, YOUNGBLOOD,
           GOODMAN, GANNON, E. Z. TAYLOR, BROWNE, OLIVER, RUBLEY,
           DeLUCA, JOSEPHS, HORSEY, SAINATO, WILT, WASHINGTON, BISHOP
           AND GERGELY, OCTOBER 8, 2003

        AS AMENDED ON THIRD CONSIDERATION, HOUSE OF REPRESENTATIVES,
           JULY 1, 2004

                                     AN ACT

     1  Amending Title 20 (Decedents, Estates and Fiduciaries) of the
     2     Pennsylvania Consolidated Statutes, providing for mental
     3     health care declarations and powers of attorney.

     4     The General Assembly of the Commonwealth of Pennsylvania
     5  hereby enacts as follows:
     6     Section 1.  Title 20 of the Pennsylvania Consolidated
     7  Statutes is amended by adding a chapter to read:
     8                             CHAPTER 58
     9                         MENTAL HEALTH CARE
    10  Subchapter
    11     A.  General Provisions
    12     B.  Mental Health Care Declarations                            <--
    13     C.  Mental Health Care Powers of Attorney                      <--
    14                            SUBCHAPTER A

     1                         GENERAL PROVISIONS
     2  Sec.
     3  5801.  Applicability.
     4  5802.  Definitions.
     5  5803.  Legislative findings and intent.
     6  5804.  Compliance.
     7  5805.  Liability.
     8  5806.  Penalties.
     9  5807.  Rights and responsibilities.
    10  5808.  Combining mental health care instruments.
    11  § 5801.  Applicability.
    12     (a)  General rule.--This chapter applies to mental health
    13  care declarations and mental health care DECLARATIONS AND MENTAL  <--
    14  HEALTH powers of attorney.
    15     (b)  Preservation of existing rights.--The provisions of this
    16  chapter shall not be construed to impair or supersede any
    17  existing rights or responsibilities not addressed in this
    18  chapter.
    19  § 5802.  Definitions.
    20     The following words and phrases when used in this chapter
    21  shall have the meanings given to them in this section unless the
    22  context clearly indicates otherwise:
    23     "Attending physician."  A physician who has primary
    24  responsibility for the treatment and care of the declarant or
    25  principal.
    26     "Declarant."  An individual who makes a declaration in
    27  accordance with this chapter.
    28     "Declaration."  A writing made in accordance with this
    29  chapter that expresses a declarant's wishes and instructions for
    30  mental health care and mental health care directions and which
    20030H2036B4270                  - 2 -     

     1  may contain other specific directions.
     2     "Mental health care."  Any care, treatment, service or
     3  procedure to maintain, diagnose, treat or provide for mental
     4  health, including any medication program and therapeutical
     5  treatment.
     6     "Mental health care agent."  An individual designated by a
     7  principal in a mental health care power of attorney.              <--
     8     "Mental health care power of attorney."  A writing made by a   <--
     9  principal designating an individual to make mental health care
    10  decisions for the principal.
    11     "Mental health care provider."  A person who is licensed,
    12  certified or otherwise authorized by the laws of this
    13  Commonwealth to administer or provide mental health care in the
    14  ordinary course of business or practice of a profession.
    15     "Mental health treatment professional."  A licensed physician
    16  who has successfully completed a residency program in psychiatry
    17  or a person trained and licensed in social work, psychology or
    18  nursing who has a graduate degree and clinical experience in
    19  mental health.
    20     "Principal."  An individual who makes a mental health care     <--
    21  power of attorney in accordance with this chapter.
    22  § 5803.  Legislative findings and intent.
    23     (a)  Intent.--This chapter provides a means for competent
    24  adults to control their mental health care either directly
    25  through instructions written in advance or indirectly through a
    26  mental health care agent.
    27     (b)  Presumption not created.--This chapter shall not be
    28  construed to create any presumption regarding the intent of an
    29  individual who has not executed a declaration or mental health
    30  care power of attorney to consent to the use or withholding of
    20030H2036B4270                  - 3 -     

     1  treatment.
     2     (c)  Findings in general.--The General Assembly finds that
     3  all capable adults have a qualified right to control decisions
     4  relating to their own mental health care.
     5  § 5804.  Compliance.
     6     (a)  Duty to comply.--
     7         (1)  An attending physician and mental health care
     8     provider shall comply with mental health declarations and
     9     powers of attorney.
    10         (2)  If an attending physician or other mental health
    11     care provider cannot in good conscience comply with a
    12     declaration or mental health care decision of a mental health
    13     care agent because the instructions are contrary to accepted
    14     clinical practice and medical standards or because treatment
    15     is unavailable or if the policies of a mental health care
    16     provider preclude compliance with a declaration or mental
    17     health care decision of a mental health care agent,
    18     immediately upon receipt of the declaration or power of
    19     attorney, and as soon as any possibility of noncompliance
    20     becomes apparent, the attending physician or mental health
    21     care provider shall so inform the following:
    22             (i)  The declarant, if the declarant is competent.
    23             (ii)  The substitute named in the declaration, if the
    24         declarant is incompetent.
    25             (iii)  The guardian or other legal representative of
    26         the declarant, if the declarant is incompetent and a
    27         substitute is not named in the declaration.
    28             (iv)  The mental health care agent of the principal.
    29         (3)  The physician or mental health care provider shall
    30     document the reasons for noncompliance.
    20030H2036B4270                  - 4 -     

     1     (b)  Transfer.--An attending physician or mental health care
     2  provider under subsection (a)(2) shall make every reasonable
     3  effort to assist in the transfer of the declarant or principal
     4  to another physician or mental health care provider who will
     5  comply with the declaration or mental health care decision of
     6  the mental health care agent. WHILE THE TRANSFER IS PENDING, THE  <--
     7  PATIENT SHALL BE TREATED CONSISTENT WITH THE ADVANCE DIRECTIVE.
     8  IF REASONABLE EFFORTS TO TRANSFER FAIL, THE PATIENT MAY BE
     9  DISCHARGED.
    10  § 5805.  Liability.
    11     (a)  General rule.--A person who is a physician, another
    12  mental health care provider or another person who acts in good
    13  faith and consistent with this chapter may not be subject to
    14  criminal or civil liability, discipline for unprofessional
    15  conduct or administrative sanctions and may not be found to have
    16  committed an act of unprofessional conduct by any professional
    17  board or administrative body with such authority as a result of
    18  any of the following:
    19         (1)  Complying with a direction or decision of an
    20     individual who the person believes in good faith has
    21     authority to act as a principal's mental health care agent so
    22     long as the direction or decision is not clearly contrary to
    23     the terms of the mental health care power of attorney.         <--
    24         (2)  Refusing to comply with a direction or decision of
    25     an individual based on a good faith belief that the
    26     individual lacks authority to act as a principal's mental
    27     health care agent.
    28         (3)  Complying with a mental health care power of
    29     attorney or declaration under the assumption that it was
    30     valid when made and has not been amended or revoked.
    20030H2036B4270                  - 5 -     

     1         (4)  Disclosing mental health care information to another
     2     person based upon a good faith belief that the disclosure is
     3     authorized, permitted or required by this chapter.
     4         (5)  Refusing to comply with the direction or decision of
     5     an individual due to conflicts with a provider's contractual,
     6     network or payment policy restrictions.
     7         (6)  Refusing to comply with a mental health directive
     8     which violates accepted clinical standards or medical
     9     standards of care.
    10         (7)  Making a determination that the patient lacks
    11     capacity to make mental health decisions that causes a mental
    12     health advance directive to become effective.
    13         (8)  FAILING TO DETERMINE THAT A PATIENT LACKS CAPACITY    <--
    14     TO MAKE MENTAL HEALTH DECISIONS FOR THE PURPOSES OF THIS ACT.
    15     (b)  Same effect as if dealing with principal.--Any attending
    16  physician, mental health care provider and other person who acts
    17  under subsection (a) shall be protected and released to the same
    18  extent as if dealing directly with a competent principal.
    19     (c)  Good faith of mental health care agent.--A mental health
    20  care agent who acts according to the terms of a mental health
    21  care power of attorney may not be subject to civil or criminal    <--
    22  liability for acting in good faith for a principal or failing in
    23  good faith to act for a principal.
    24  § 5806.  Penalties.
    25     (a)  Offense defined.--A person commits a felony of the third
    26  degree by willfully:
    27         (1)  Concealing, canceling, altering, defacing,
    28     obliterating or damaging a declaration without the consent of
    29     the declarant.
    30         (2)  Concealing, canceling, altering, defacing,
    20030H2036B4270                  - 6 -     

     1     obliterating or damaging a mental health care power of         <--
     2     attorney or any amendment or revocation thereof without the
     3     consent of the principal.
     4         (3)  Causing a person to execute a declaration or power
     5     of attorney under this chapter by undue influence, fraud or
     6     duress.
     7         (4)  Falsifying or forging a mental health care power of   <--
     8     attorney or declaration or any amendment or revocation
     9     thereof, the result of which is a direct change in the mental
    10     health care provided to the principal.
    11     (b)  Removal and liability.--An agent who willfully fails to
    12  comply with a MENTAL HEALTH power of attorney may be removed and  <--
    13  sued for actual damages.
    14  § 5807.  Rights and responsibilities.
    15     (a)  Declarants and principals.--Persons who execute a
    16  declaration or a MENTAL HEALTH power of attorney shall have the   <--
    17  following rights and responsibilities:
    18         (1)  Persons FOR THE PURPOSES OF THIS ACT, PERSONS are     <--
    19     presumed capable of making mental health decisions, INCLUDING  <--
    20     THE EXECUTION OF A MENTAL HEALTH DECLARATION OR POWER OF
    21     ATTORNEY, unless they are adjudicated incapacitated,
    22     involuntarily committed or found to be incapable of making
    23     mental health decisions after examination by a psychiatrist
    24     and one of the following: another psychiatrist, psychologist,
    25     family physician, attending physician or mental health
    26     treatment professional. Whenever possible, at least one of
    27     the decision makers shall be a treating professional of the
    28     declarant or principal.
    29         (2)  Persons shall be required to notify their mental
    30     health care provider of the existence of any declaration or
    20030H2036B4270                  - 7 -     

     1     MENTAL HEALTH power of attorney.                               <--
     2         (3)  Persons shall execute or amend their declarations or
     3     MENTAL HEALTH powers of attorney every two years, however if   <--
     4     a person is incapable of making mental heath care decisions
     5     at the time this document would expire, the document shall
     6     remain in effect and be reviewed at the time when the person
     7     regains capacity.
     8         (4)  Persons shall give notice of amendment and
     9     revocation to providers, agents and guardians, if any.
    10     (b)  Providers.--Mental health treatment providers shall have
    11  the following rights and responsibilities:
    12         (1)  Inquire as to the existence of declarations or
    13     powers of attorney for persons in their care.
    14         (2)  Inform persons who are being discharged from
    15     treatment about the availability of mental health
    16     declarations and powers of attorney as part of discharge
    17     planning.
    18         (3)  Not require declarations or powers of attorney as
    19     conditions of treatment. Mental health treatment providers
    20     may not choose whether to accept a person for treatment based
    21     SOLELY on the existence, absence or contents OR ABSENCE of a   <--
    22     mental health declaration or power of attorney.
    23  § 5808.  Combining mental health care instruments.                <--
    24     (a)  General rule.--A declaration and mental health care       <--
    25  power of attorney may be combined into one mental health care     <--
    26  document.
    27     (b)  Form.--A combined declaration and mental health care      <--
    28  power of attorney may be in the following form or any other
    29  written form which contains the information required under
    30  Subchapters B (relating to mental health care declarations) and
    20030H2036B4270                  - 8 -     

     1  C (relating to mental health care powers of attorney):
     2              Combined Mental Health Care Declaration
     3                     and Power of Attorney Form
     4     Part I.  Introduction.
     5     I,               , having capacity to make mental health
     6     decisions, willfully and voluntarily make this declaration
     7     and power of attorney regarding my mental health care.
     8     I understand that mental health care includes any care,
     9     treatment, service or procedure to maintain, diagnose, treat
    10     or provide for mental health, including any medication
    11     program and therapeutic treatment. Mental health care does     <--
    12     not include electroconvulsive therapy, ELECTROCONVULSIVE       <--
    13     THERAPY MAY BE ADMINISTERED ONLY IF I HAVE SPECIFICALLY
    14     CONSENTED TO IT IN THIS DOCUMENT. I WILL BE THE SUBJECT OF
    15     laboratory trials or research ONLY IF SPECIFICALLY PROVIDED    <--
    16     FOR IN THIS DOCUMENT. Mental health care does not include
    17     psychosurgery or termination of parental rights.
    18     I understand that my incapacity will be determined by
    19     examination by a psychiatrist and one of the following:
    20     another psychiatrist, psychologist, family physician,
    21     attending physician or mental health treatment professional.
    22     Whenever possible, one of the decision makers will be one of
    23     my treating professionals.
    24     Part II.  Mental Health Care Declaration.                      <--
    25     A.  When this declaration becomes effective.
    26     This declaration becomes effective at the following
    27     designated time:
    28     ( ) When I am deemed incapable of making mental health care
    29     decisions.
    30     ( ) When the following condition is met:
    20030H2036B4270                  - 9 -     

     1                          (List condition)
     2     B.  Treatment preferences.
     3         1.  Choice of treatment facility.
     4     ( ) In the event that I require commitment to a psychiatric
     5     treatment facility, I would prefer to be admitted to the
     6     following facility:
     7                 (Insert name and address of facility)
     8     ( ) In the event that I require commitment to a psychiatric
     9     treatment facility, I do not wish to be committed to the
    10     following facility:
    11                 (Insert name and address of facility)
    12     I understand that my physician may have to place me in a
    13     facility that is not my preference.
    14         2.  Preferences regarding medications for psychiatric
    15     treatment.
    16     ( ) I consent to the medications that my treating physician
    17     recommends.
    18     ( ) I consent to the medications that my treating physician
    19     recommends with the following exception, PREFERENCE or         <--
    20     limitation:
    21     (List medication and reason for exception, PREFERENCE or       <--
    22     limitation)
    23     The exception, PREFERENCE or limitation applies to generic,    <--
    24     brand name and trade name equivalents. I understand that
    25     dosage instructions are not binding on my physician.
    26     ( ) I do not consent to the use of any medications.
    27     ( ) I have designated an agent under the power of attorney
    28     portion of this document to make decisions related to
    29     medication.
    30         3.  Preferences regarding electroconvulsive therapy
    20030H2036B4270                 - 10 -     

     1     (ECT).
     2     ( ) I consent to the administration of electroconvulsive
     3     therapy.
     4     ( ) I do not consent to the administration of
     5     electroconvulsive therapy.
     6     ( ) I have designated an agent under the power of attorney
     7     portion of this document to make decisions related to
     8     electroconvulsive therapy.
     9         4.  Preferences for experimental studies or drug trials.
    10     ( ) I consent to participation in experimental studies if my
    11     treating physician believes that the potential benefits to me
    12     outweigh the possible risks to me.
    13     ( ) I have designated an agent under the power of attorney
    14     portion of this document to make decisions related to
    15     experimental studies.
    16     ( ) I do not consent to participation in experimental
    17     studies.
    18     ( ) I consent to participation in drug trials if my treating
    19     physician believes that the potential benefits to me outweigh
    20     the possible risks to me.
    21     ( ) I have designated an agent under the power of attorney
    22     portion of this document to make decisions related to drug
    23     trials.
    24     ( ) I do not consent to participation in any drug trials.
    25         5.  Additional instructions or information.
    26     Examples of other instructions or information that may be
    27     included:
    28         Activities that help or worsen symptoms.
    29         Type of intervention preferred in the event of a
    30             crisis.
    20030H2036B4270                 - 11 -     

     1         Mental and physical health history.
     2         Dietary requirements.
     3         Religious preferences.
     4         Temporary custody of children.
     5         Family notification.
     6         Limitations on the release or disclosure of
     7             mental health records.
     8         Instructions related to preferences if you are             <--
     9             pregnant.
    10         Other matters of importance.
    11     C.  Revocation.
    12     This declaration may be revoked in whole or in part at any
    13     time, either orally or in writing, as long as I have not been
    14     found to be incapable of making mental health decisions.
    15     My revocation will be effective upon communication to my
    16     attending physician or other mental health care provider,
    17     either by me or a witness to my revocation, of the intent to
    18     revoke. If I choose to revoke a particular instruction
    19     contained in this declaration in the manner specified, I
    20     understand that the other instructions contained in this
    21     declaration will remain effective until:
    22         (1)  I revoke this declaration in its entirety;
    23         (2)  I make a new combined mental health care declaration  <--
    24     and power of attorney; or
    25         (3)  two years after the date this document was executed.
    26     D.  Termination.
    27     I understand that this declaration will automatically
    28     terminate two years from the date of execution, unless I am
    29     deemed incapable of making mental health care decisions at
    30     the time that this declaration would expire.
    20030H2036B4270                 - 12 -     

     1                           (Specify date)
     2     E.  Preference as to a court-appointed guardian.
     3     I understand that I may nominate a guardian of my person for
     4     consideration by the court if incapacity proceedings are
     5     commenced under 20 Pa.C.S. § 5511. I understand that the
     6     court will appoint a guardian in accordance with my most
     7     recent nomination except for good cause or disqualification.
     8     In the event a court decides to appoint a guardian, I desire
     9     the following person to be appointed:
    10       (Insert name, address, telephone number of the designated
    11                              person)
    12     ( ) The appointment of a guardian of my person will not give
    13     the guardian the power to revoke, suspend or terminate this
    14     declaration.
    15     ( ) Upon appointment of a guardian, I authorize the guardian
    16     to revoke, suspend or terminate this declaration.
    17     Part III.  Mental Health Care Power of Attorney.               <--
    18     I,                , having the capacity to make mental health
    19     decisions, authorize my designated health care agent to make
    20     certain decisions on my behalf regarding my mental health
    21     care. If I have not expressed a choice in this document or in
    22     the accompanying declaration, I authorize my agent to make
    23     the decision that my agent determines is the decision I would
    24     make if I were competent to do so.
    25     A.  Designation of agent.
    26     I hereby designate and appoint the following person as my
    27     agent to make mental health care decisions for me as
    28     authorized in this document. This authorization applies only
    29     to mental health decisions that are not addressed in the
    30     accompanying signed declaration.
    20030H2036B4270                 - 13 -     

     1     (Insert name of designated person)
     2     Signed:
     3     (My name, address, telephone number)
     4     (Witnesses signatures)
     5     (Insert names, addresses, telephone numbers of witnesses)
     6     Agent's acceptance:
     7     I hereby accept designation as mental health care agent for
     8     (Insert name of declarant)
     9     Agent's signature:
    10     (Insert name, address, telephone number of designated person)
    11     B.  Designation of alternative agent.
    12     In the event that my first agent is unavailable or unable to
    13     serve as my mental health care agent, I hereby designate and
    14     appoint the following individual as my alternative mental
    15     health care agent to make mental health care decisions for me
    16     as authorized in this document:
    17     (Insert name of designated person)
    18     Signed:
    19     (My name, address, telephone number)
    20     (Witnesses signatures)
    21     (Insert names, addresses, telephone numbers of witnesses)
    22     Alternative agent's acceptance:
    23     I hereby accept designation as alternative mental health care
    24     agent for (Insert name of declarant)
    25     Alternative agent's signature:
    26     (Insert name, address, telephone number of alternative agent)
    27     C.  When this power of attorney become effective.
    28     This power of attorney will become effective at the following
    29     designated time:
    30     ( ) When I am deemed incapable of making mental health care
    20030H2036B4270                 - 14 -     

     1     decisions.
     2     ( ) When the following condition is met:
     3                          (List condition)
     4     D.  Authority granted to my mental health care agent.
     5     I hereby grant to my agent full power and authority to make
     6     mental health care decisions for me consistent with the
     7     instructions and limitations set forth in this document. If I
     8     have not expressed a choice in this power of attorney, or in
     9     the accompanying declaration, I authorize my agent to make
    10     the decision that my agent determines is the decision I would
    11     make if I were competent to do so.
    12         (1)  Preferences regarding medications for psychiatric
    13     treatment.
    14     ( ) My agent is authorized to consent to the use of any
    15     medications after consultation with my treating psychiatrist
    16     and any other persons my agent considers appropriate.
    17     ( ) My agent is not authorized to consent to the use of any
    18     medications.
    19         (2)  Preferences regarding electroconvulsive therapy
    20     (ECT).
    21     ( ) My agent is authorized to consent to the administration
    22     of electroconvulsive therapy.
    23     ( ) My agent is not authorized to consent to the
    24     administration of electroconvulsive therapy.
    25         (3)  Preferences for experimental studies or drug trials.
    26     ( ) My agent is authorized to consent to my participation in
    27     experimental studies if, after consultation with my treating
    28     physician and any other individuals my agent deems
    29     appropriate, my agent believes that the potential benefits to
    30     me outweigh the possible risks to me.
    20030H2036B4270                 - 15 -     

     1     ( ) My agent is not authorized to consent to my participation
     2     in experimental studies.
     3     ( ) My agent is authorized to consent to my participation in
     4     drug trials if, after consultation with my treating physician
     5     and any other individuals my agent deems appropriate, my
     6     agent believes that the potential benefits to me outweigh the
     7     possible risks to me.
     8     ( ) My agent is not authorized to consent to my participation
     9     in drug trials.
    10     E.  Revocation.
    11     This power of attorney may be revoked in whole or in part at
    12     any time, either orally or in writing, as long as I have not
    13     been found to be incapable of making mental health decisions.
    14     My revocation will be effective upon communication to my
    15     attending physician or other mental health care provider,
    16     either by me or a witness to my revocation, of the intent to
    17     revoke. If I choose to revoke a particular instruction
    18     contained in this power of attorney in the manner specified,
    19     I understand that the other instructions contained in this
    20     power of attorney will remain effective until:
    21         (1)  I revoke this power of attorney in its entirety;
    22         (2)  I make a new combined mental health care declaration
    23     and power of attorney; or
    24         (3)  two years from the date this document was executed.
    25     I understand that this power of attorney will automatically
    26     terminate two years from the date of execution unless I am
    27     deemed incapable of making mental health care decisions at
    28     the time that the power of attorney would expire.
    29     I am making this combined mental health care declaration and
    30     power of attorney on the (insert day) day of (insert month),
    20030H2036B4270                 - 16 -     

     1     (insert year).
     2     My signature:
     3     (My name, address, telephone number)
     4     Witnesses signatures:
     5     (Names, addresses, telephone numbers of witnesses).
     6     If the principal making this combined mental health care
     7     declaration and power of attorney is unable to sign this
     8     document, another individual may sign on behalf of and at the
     9     direction of the principal.
    10     Signature of person signing on my behalf:
    11     Signature
    12     (Name, address, telephone number)
    13                            SUBCHAPTER B
    14                  MENTAL HEALTH CARE DECLARATIONS                   <--
    15  Sec.
    16  5821.  Short title of subchapter.
    17  5822.  Execution.
    18  5823.  Form.
    19  5824.  Operation.
    20  5825.  Revocation.
    21  5826.  Amendment.
    22  § 5821.  Short title of subchapter.
    23     This subchapter shall be known and may be cited as the
    24  Advance Directive for Mental Health Care Act.                     <--
    25  § 5822.  Execution.
    26     (a)  Who may make.--An individual who is at least 18 years of
    27  age or an emancipated minor and has not been deemed
    28  incapacitated pursuant to section 5511 (relating to petition and
    29  hearing; independent evaluation) or severely mentally disabled
    30  pursuant to section 301 ARTICLE III of the act of July 9, 1976    <--
    20030H2036B4270                 - 17 -     

     1  (P.L.817, No.143), known as the Mental Health Procedures Act,
     2  may make a declaration governing the initiation, continuation,
     3  withholding or withdrawal of mental health treatment.
     4     (b)  Requirements.--A declaration must be:
     5         (1)  Dated and signed by the declarant by signature or
     6     mark or by another individual on behalf of and at the
     7     direction of the declarant.
     8         (2)  Witnessed by two individuals, each of whom must be
     9     at least 18 years of age.
    10     (c)  Witnesses.--
    11         (1)  An individual who signs a declaration on behalf of
    12     and at the direction of a declarant may not witness the
    13     declaration.
    14         (2)  A mental health care provider and its agent may not
    15     sign a declaration on behalf of and at the direction of a
    16     declarant if the mental health care provider or agent
    17     provides mental health care services to the declarant.
    18  § 5823.  Form.
    19     A declaration may be in the following form or any other
    20  written form that expresses the wishes of a declarant regarding
    21  the initiation, continuation or refusal of mental health
    22  treatment and may include other specific directions, including,
    23  but not limited to, designation of another individual to make
    24  mental health treatment decisions for the declarant if the
    25  declarant is incapable of making mental health decisions:
    26                  Mental Health Care Declaration.                   <--
    27     I,                  , having the capacity to make mental
    28     health decisions, willfully and voluntarily make this
    29     declaration regarding my mental health care.
    30     I understand that mental health care includes any care,
    20030H2036B4270                 - 18 -     

     1     treatment, service or procedure to maintain, diagnose, treat
     2     or provide for mental health, including any medication
     3     program and therapeutic treatment. Mental health care does     <--
     4     not include electroconvulsive therapy, ELECTROCONVULSIVE       <--
     5     THERAPY MAY BE ADMINISTERED ONLY IF I HAVE SPECIFICALLY
     6     CONSENTED TO IT IN THIS DOCUMENT. I WILL BE THE SUBJECT OF
     7     laboratory trials or research, unless ONLY IF specifically     <--
     8     provided for in this document. Mental health care does not
     9     include psychosurgery or termination of parental rights.
    10     I understand that my incapacity will be determined by
    11     examination by a psychiatrist and one of the following:
    12     another psychiatrist, psychologist, family physician,
    13     attending physician or mental health treatment professional.
    14     Whenever possible, one of the decision makers will be one of
    15     my treating professionals.
    16     A.  When this declaration becomes effective.
    17     This declaration becomes effective at the following
    18     designated time:
    19     ( ) When I am deemed incapable of making mental health care
    20     decisions.
    21     ( ) When the following condition is met:
    22                          (List condition)
    23     B.  Treatment preferences.
    24         1.  Choice of treatment facility.
    25     ( ) In the event that I require commitment to a psychiatric
    26     treatment facility, I would prefer to be admitted to the
    27     following facility:
    28               (Insert name and address of facility)
    29     ( ) In the event that I require commitment to a psychiatric
    30     treatment facility, I do not wish to be committed to the
    20030H2036B4270                 - 19 -     

     1     following facility:
     2               (Insert name and address of facility)
     3     I understand that my physician may have to place me in a
     4     facility that is not my preference.
     5         2.  Preferences regarding medications for psychiatric
     6     treatment.
     7     ( ) I consent to the medications that my treating physician
     8     recommends with the following exception, PREFERENCE or         <--
     9     limitation:
    10     (List medication and reason for exception, PREFERENCE or       <--
    11     limitation)
    12     This exception, PREFERENCE or limitation applies to generic,   <--
    13     brand name and trade name equivalents. I understand that
    14     dosage instructions are not binding on my physician.
    15     ( ) I do not consent to the use of any medications.
    16         3.  Preferences regarding electroconvulsive therapy
    17     (ECT).
    18     ( ) I consent to the administration of electroconvulsive
    19     therapy.
    20     ( ) I do not consent to the administration of
    21     electroconvulsive therapy.
    22         4.  Preferences for experimental studies or drug trials.
    23     ( ) I consent to participation in experimental studies if my
    24     treating physician believes that the potential benefits to me
    25     outweigh the possible risks to me.
    26     ( ) I do not consent to participation in experimental
    27     studies.
    28     ( ) I consent to participation in drug trials if my treating
    29     physician believes that the potential benefits to me outweigh
    30     the possible risks to me.
    20030H2036B4270                 - 20 -     

     1     ( ) I do not consent to participation in any drug trials.
     2         5.  Additional instructions or information:
     3     Examples of other instructions or information that may be
     4     included:
     5         Activities that help or worsen symptoms.
     6         Type of intervention preferred in the event of a
     7             crisis.
     8         Mental and physical health history.
     9         Dietary requirements.
    10         Religious preferences.
    11         Temporary custody of children.
    12         Family notification.
    13         Limitations on the release or disclosure of mental
    14             health records.
    15         Instructions related to preferences if you are             <--
    16             pregnant.
    17         Other matters of importance.
    18     C.  Revocation.
    19     This declaration may be revoked in whole or in part at any
    20     time, either orally or in writing, as long as I have not been
    21     found to be incapable of making mental health decisions.
    22     My revocation will be effective upon communication to my
    23     attending physician or other mental health care provider,
    24     either by me or a witness to my revocation, of the intent to
    25     revoke. If I choose to revoke a particular instruction
    26     contained in this declaration in the manner specified, I
    27     understand that the other instructions contained in this
    28     declaration will remain effective until:
    29         (1)  I revoke this declaration in its entirety;
    30         (2)  I make a new mental health care declaration; or
    20030H2036B4270                 - 21 -     

     1         (3)  two years after the date this document was executed.
     2     D.  Termination.
     3     I understand that this declaration will automatically
     4     terminate two years from the date of execution unless I am
     5     deemed incapable of making mental health care decisions at
     6     the time that the declaration would expire.
     7     E.  Preference as to a court-appointed guardian.
     8     I understand that I may nominate a guardian of my person for
     9     consideration by the court if incapacity proceedings are
    10     commenced pursuant to 20 Pa.C.S. § 5511. I understand that
    11     the court will appoint a guardian in accordance with my most
    12     recent nomination except for good cause or disqualification.
    13     In the event a court decides to appoint a guardian, I desire
    14     the following person to be appointed:
    15              (Insert name, address and telephone number
    16                         of designated person)
    17     ( ) The appointment of a guardian of my person will not give
    18     the guardian the power to revoke, suspend or terminate this
    19     declaration.
    20     ( ) Upon appointment of a guardian, I authorize the guardian
    21     to revoke, suspend or terminate this declaration.
    22         I am making this declaration on the (insert day)
    23     day of (insert month), (insert year).
    24     My signature: (My name, address, telephone number)
    25     Witnesses' signatures: (Names, addresses, telephone numbers
    26     of witnesses)
    27     If the principal making this declaration is unable to sign
    28     it, another individual may sign on behalf of and at the
    29     direction of the principal.
    30     Signature of person signing on my behalf:
    20030H2036B4270                 - 22 -     

     1     (Name, address and telephone number)
     2  § 5824.  Operation.
     3     (a)  When operative.--A declaration becomes operative when:
     4         (1)  A copy is provided to the attending physician.
     5         (2)  The conditions stated in the declaration are met.
     6     (b)  Compliance.--When a declaration becomes operative, the
     7  attending physician and other mental health care providers shall
     8  act in accordance with its provisions or comply with the
     9  transfer provisions of section 5804 (relating to compliance).
    10     (c)  Invalidity of specific direction.--If a specific
    11  direction in the declaration is held to be invalid, the
    12  invalidity shall not be construed to negate other directions in
    13  the declaration that can be effected without the invalid
    14  direction.
    15     (d)  Mental health record.--A physician or other mental
    16  health care provider to whom a copy of a declaration is
    17  furnished shall make it a part of the mental health record of
    18  the declarant, for at least two years from the date of
    19  execution, and if unwilling to comply with the declaration,
    20  promptly so advise those listed in section 5804(a)(2).
    21     (e)  Duration.--A declaration shall be valid until revoked by
    22  the declarant or until two years from the date of execution. If
    23  a declaration for mental health treatment has been invoked and
    24  is in effect at the specified expiration date after its
    25  execution, the declaration shall remain effective until the
    26  principal is no longer incapable.
    27     (f)  Absence of declaration.--If an individual does not make
    28  a declaration, a presumption does not arise regarding the intent
    29  of the individual to consent to or to refuse a mental health
    30  treatment.
    20030H2036B4270                 - 23 -     

     1  § 5825.  Revocation.
     2     (a)  When declaration may be revoked.--An individual shall     <--
     3  specify in a declaration whether it may be revoked by the
     4  individual at any time and in any manner, only if the individual
     5  has not been found to be incapable of making mental health
     6  treatment decisions.
     7     (A)  WHEN DECLARATION MAY BE REVOKED.--A DECLARATION MAY BE    <--
     8  REVOKED BY THE DECLARANT AT ANY TIME, EITHER ORALLY OR IN
     9  WRITING IN WHOLE OR IN PART UNLESS THE INDIVIDUAL HAS BEEN FOUND
    10  TO BE INCAPABLE OF MAKING MENTAL HEALTH DECISIONS OR THE
    11  INDIVIDUAL HAS BEEN INVOLUNTARILY COMMITTED.
    12     (B)  CAPACITY TO REVOKE.--SUBSECTION (A) NOTWITHSTANDING,
    13  DURING A PERIOD OF INVOLUNTARY COMMITMENT PURSUANT TO ARTICLE
    14  III OF THE ACT OF JULY 9, 1976 (P.L.817, NO.143), KNOWN AS THE
    15  MENTAL HEALTH PROCEDURES ACT, A DECLARANT MAY REVOKE THE
    16  DECLARATION ONLY IF FOUND TO BE CAPABLE OF MAKING MENTAL HEALTH
    17  DECISIONS AFTER EXAMINATION BY A PSYCHIATRIST AND ONE OF THE
    18  FOLLOWING: ANOTHER PSYCHIATRIST, A PSYCHOLOGIST, FAMILY
    19  PHYSICIAN, ATTENDING PHYSICIAN OR MENTAL TREATMENT PROFESSIONAL.
    20  WHENEVER POSSIBLE, AT LEAST ONE OF THE DECISION MAKERS SHALL BE
    21  A TREATING PROFESSIONAL OF THE DECLARANT OR PRINCIPAL.
    22     (b) (C)  Effect of revocation.--A revocation of a declaration  <--
    23  shall be effective upon communication to the attending physician
    24  or other mental health care provider by the declarant or a
    25  witness to the revocation of the intent to revoke.
    26     (c) (D)  Mental health record.--An attending physician or      <--
    27  other mental health care provider shall make revocation, A        <--
    28  FINDING OF CAPACITY or a declaration part of the mental health
    29  record of the declarant.
    30  § 5826.  Amendment.
    20030H2036B4270                 - 24 -     

     1     (A)  CAPACITY TO AMEND.--While having the capacity to make     <--
     2  mental health decisions, a declarant may amend a declaration by
     3  a writing executed in accordance with the provisions of section
     4  5822 (relating to execution).
     5     (B)  DETERMINATION OF CAPACITY.--DURING THE PERIOD OF          <--
     6  INVOLUNTARY TREATMENT PURSUANT TO ARTICLE III OF THE ACT OF JULY
     7  9, 1976 (P.L.817, NO.143), KNOWN AS THE MENTAL HEALTH PROCEDURES
     8  ACT, A DECLARANT MAY AMEND THE DECLARATION IF THE INDIVIDUAL IS
     9  FOUND TO BE CAPABLE OF MAKING MENTAL HEALTH DECISIONS AFTER
    10  EXAMINATION BY A PSYCHIATRIST AND ONE OF THE FOLLOWING: ANOTHER
    11  PSYCHIATRIST, A PSYCHOLOGIST, FAMILY PHYSICIAN, ATTENDING
    12  PHYSICIAN OR MENTAL HEALTH TREATMENT PROFESSIONAL. WHENEVER
    13  POSSIBLE, AT LEAST ONE OF THE DECISION MAKERS SHALL BE A
    14  TREATING PROFESSIONAL OF THE DECLARANT OR PRINCIPAL.
    15                            SUBCHAPTER C
    16               MENTAL HEALTH CARE POWERS OF ATTORNEY                <--
    17  Sec.
    18  5831.  Short title of subchapter.
    19  5832.  Execution.
    20  5833.  Form.
    21  5834.  Operation.
    22  5835.  Appointment of mental health care agents.
    23  5836.  Authority of mental health care agent.
    24  5837.  Removal of agent.
    25  5838.  Effect of divorce.
    26  5839.  Revocation.
    27  5840.  Amendment.
    28  5841.  Relation of mental health care agent to court-appointed
    29         guardian and other agents.
    30  5842.  Duties of attending physician and mental health care
    20030H2036B4270                 - 25 -     

     1         provider.
     2  5843.  Construction.
     3  5844.  Conflicting mental health care powers of attorney.
     4  5845.  Validity.
     5  § 5831.  Short title of subchapter.
     6     This subchapter shall be known and may be cited as the Mental
     7  Health Care Agents Act.
     8  § 5832.  Execution.
     9     (a)  Who may make.--An individual who is at least 18 years of
    10  age or an emancipated minor and who has not been deemed
    11  incapacitated pursuant to section 5511 (relating to petition and
    12  hearing; independent evaluation) or found to be severely
    13  mentally disabled pursuant to section 302 ARTICLE III of the act  <--
    14  of July 9, 1976 (P.L.817, No.143), known as the Mental Health
    15  Procedures Act, may make a MENTAL HEALTH power of attorney        <--
    16  governing the initiation, continuation, withholding or
    17  withdrawal of mental health treatment.
    18     (b)  Requirements.--A MENTAL HEALTH power of attorney must     <--
    19  be:
    20         (1)  Dated and signed by the principal by signature or
    21     mark or by another individual on behalf of and at the
    22     direction of the principal.
    23         (2)  Witnessed by two individuals, each of whom must be
    24     at least 18 years of age.
    25     (c)  Witnesses.--
    26         (1)  An individual who signs a MENTAL HEALTH power of      <--
    27     attorney on behalf of and at the direction of a principal may
    28     not witness the MENTAL HEALTH power of attorney.               <--
    29         (2)  A mental health care provider and its agent may not
    30     sign a MENTAL HEALTH power of attorney on behalf of and at     <--
    20030H2036B4270                 - 26 -     

     1     the direction of a principal if the mental health care
     2     provider or agent provides mental health care services to the
     3     principal.
     4  § 5833.  Form.
     5     (a)  Requirements.--A mental health care power of attorney     <--
     6  must do the following:
     7         (1)  Identify the principal and appoint the mental health
     8     care agent.
     9         (2)  Declare that the principal authorizes the mental
    10     health care agent to make mental health care decisions on
    11     behalf of the principal.
    12     (b)  Optional provisions.--A mental health care power of       <--
    13  attorney may:
    14         (1)  Describe any limitations that the principal imposes
    15     upon the authority of the mental health care agent.
    16         (2)  Indicate the intent of the principal regarding the
    17     initiation, continuation or refusal of mental health
    18     treatment.
    19         (3)  Nominate a guardian of the person of the principal
    20     as provided in section 5841 5511 (relating to relation of      <--
    21     mental health care agent to court-appointed guardian and
    22     other agents). APPOINTMENT OF GUARDIAN).                       <--
    23         (4)  Contain other provisions as the principal may
    24     specify regarding the implementation of mental health care
    25     decisions and related actions by the mental health care
    26     agent.
    27     (c)  Written form.--A mental health care power of attorney     <--
    28  may be in the following form or any other written form
    29  identifying the principal, appointing a mental health care agent
    30  and declaring that the principal authorizes the mental health
    20030H2036B4270                 - 27 -     

     1  care agent to make mental health care decisions on behalf of the
     2  principal.
     3                Mental Health Care Power of Attorney                <--
     4     I,                  , having the capacity to make mental
     5     health decisions, authorize my designated health care agent
     6     to make certain decisions on my behalf regarding my mental
     7     health care. If I have not expressed a choice in this
     8     document, I authorize my agent to make the decision that my
     9     agent determines is the decision I would make if I were
    10     competent to do so.
    11     I understand that mental health care includes any care,
    12     treatment, service or procedure to maintain, diagnose, treat
    13     or provide for mental health, including any medication
    14     program and therapeutic treatment. Mental health care does     <--
    15     not include electroconvulsive therapy, ELECTROCONVULSIVE       <--
    16     THERAPY MAY BE ADMINISTERED ONLY IF I HAVE SPECIFICALLY
    17     CONSENTED TO IT IN THIS DOCUMENT. I WILL BE THE SUBJECT OF
    18     laboratory trials or research unless ONLY IF specifically      <--
    19     provided for in this document. Mental health care does not
    20     include psychosurgery or termination of parental rights.
    21     I understand that my incapacity will be determined by
    22     examination by a psychiatrist and one of the following:
    23     another psychiatrist, psychologist, family physician,
    24     attending physician or mental health treatment professional.
    25     Whenever possible, one of the decision makers shall be one of
    26     my treating professionals.
    27     A.  Designation of agent. I hereby designate and appoint the
    28     following person as my agent to make mental health care
    29     decisions for me as authorized in this document:
    30                 (Insert name of designated person)
    20030H2036B4270                 - 28 -     

     1     Signed:
     2     (My name, address, telephone number)
     3     (Witnesses' signatures)
     4     (Names, addresses, telephone numbers of witnesses)
     5     Agent's acceptance:
     6     I hereby accept designation as mental health care agent for
     7     (Insert name of declarant)
     8     Agent's signature:
     9     (Insert name, address, telephone number of designated person)
    10     B.  Designation of alternative agent.
    11     In the event that my first agent is unavailable or unable to
    12     serve as my mental health care agent, I hereby designate and
    13     appoint the following individual as my alternative mental
    14     health care agent to make mental health care decisions for me
    15     as authorized in this document:
    16     (Insert name of designated person)
    17     Signed:
    18     (Witnesses' signatures)
    19     (Names, addresses, telephone numbers of witnesses)
    20     Alternative agent's acceptance:
    21     I hereby accept designation as alternative mental health care
    22     agent for
    23     (Insert name of declarant)
    24     Alternative agent's signature:                  .
    25     (Insert name, address, telephone number)
    26     C.  When this power of attorney becomes effective.
    27     This power of attorney will become effective at the following
    28     designated time:
    29     ( )  When I am deemed incapable of making mental health care
    30     decisions.
    20030H2036B4270                 - 29 -     

     1     ( )  When the following condition is met:
     2                          (List condition)
     3     D.  Authority granted to my mental health care agent.
     4     I hereby grant to my agent full power and authority to make
     5     mental health care decisions for me consistent with the
     6     instructions and limitations set forth in this power of
     7     attorney. If I have not expressed a choice in this power of
     8     attorney, I authorize my agent to make the decision that my
     9     agent determines is the decision I would make if I were
    10     competent to do so.
    11         1.  Treatment preferences.
    12         (a)  Choice of treatment facility.
    13     ( )  In the event that I require commitment to a psychiatric
    14     treatment facility, I would prefer to be admitted to the
    15     following facility:
    16                 (Insert name and address of facility)
    17     ( )  In the event that I require commitment to a psychiatric
    18     treatment facility, I do not wish to be committed to the
    19     following facility:
    20               (Insert name and address of facility)
    21     I understand that my physician may have to place me in a
    22     facility that is not my preference.
    23         (b)  Preferences regarding medications for psychiatric
    24     treatment.
    25     ( )  I consent to the medications that my agent agrees to
    26     after consultation with my treating physician and any other
    27     persons my agent considers appropriate.
    28     ( )  I consent to the medications that my agent agrees to,
    29     with the following exception or limitation:
    30                   (List exception or limitation)
    20030H2036B4270                 - 30 -     

     1     This exception or limitation applies to generic, brand name
     2     and trade name equivalents.
     3     ( )  My agent is not authorized to consent to the use of any
     4     medications.
     5         (c)  Preferences regarding electroconvulsive therapy
     6     (ECT).
     7     ( )  My agent is authorized to consent to the administration
     8     of electroconvulsive therapy.
     9     ( )  My agent is not authorized to consent to the
    10     administration of electroconvulsive therapy.
    11         (d)  Preferences for experimental studies or drug trials.
    12     ( )  My agent is authorized to consent to my participation in
    13     experimental studies if, after consultation with my treating
    14     physician and any other individuals my agent deems
    15     appropriate, my agent believes that the potential benefits to
    16     me outweigh the possible risks to me.
    17     ( )  My agent is not authorized to consent to my
    18     participation in experimental studies.
    19     ( )  My agent is authorized to consent to my participation in
    20     drug trials if, after consultation with my treating physician
    21     and any other individuals my agent deems appropriate, my
    22     agent believes that the potential benefits to me outweigh the
    23     possible risks to me.
    24     ( )  My agent is not authorized to consent to my
    25     participation in drug trials.
    26         (e)  Additional information and instructions.
    27     Examples of other information that may be included:
    28         Activities that help or worsen symptoms.
    29         Type of intervention preferred in the event of a
    30             crisis.
    20030H2036B4270                 - 31 -     

     1         Mental and physical health history.
     2         Dietary requirements.
     3         Religious preferences.
     4         Temporary custody of children.
     5         Family notification.
     6         Limitations on release or disclosure of mental
     7             health records.
     8         Instructions related to preferences if you are             <--
     9             pregnant.
    10         Other matters of importance.
    11     E.  Revocation.
    12     This power of attorney may be revoked in whole or in part at
    13     any time, either orally or in writing, as long as I have not
    14     been found to be incapable of making mental health decisions.
    15     My revocation will be effective upon communication to my
    16     attending physician or other mental health care provider,
    17     either by me or a witness to my revocation, of the intent to
    18     revoke. If I choose to revoke a particular instruction
    19     contained in this power of attorney in the manner specified,
    20     I understand that the other instructions contained in this
    21     power of attorney will remain effective until:
    22         (1)  I revoke this power of attorney in its entirety;
    23         (2)  I make a new mental health care power of attorney;    <--
    24     or
    25         (3)  two years after the date this document was executed.
    26     F.  Termination.
    27     I understand that this power of attorney will automatically
    28     terminate two years from the date of execution unless I am
    29     deemed incapable of making mental health care decisions at
    30     the time the power of attorney would expire.
    20030H2036B4270                 - 32 -     

     1     G.  Preference as to a court-appointed guardian.
     2     I understand that I may nominate a guardian of my person for
     3     consideration by the court if incapacity proceedings are
     4     commenced pursuant to 20 Pa.C.S. § 5511. I understand that
     5     the court will appoint a guardian in accordance with my most
     6     recent nomination except for good cause or disqualification.
     7     In the event a court decides to appoint a guardian, I desire
     8     the following person to be appointed:
     9     (Insert name, address, telephone number of designated person)
    10     ( )  The appointment of a guardian of my person will not give
    11     the guardian the power to revoke, suspend or terminate this
    12     power of attorney.
    13     ( )  Upon appointment of a guardian, I authorize the guardian
    14     to revoke, suspend or terminate this power of attorney.
    15     I am making this power of attorney on the (insert day) of
    16     (insert month), (insert year).
    17     My signature
    18     (My Name, address, telephone number)
    19     Witnesses' signatures:
    20     (Names, addresses, telephone numbers of witnesses)
    21     If the principal making this power of attorney is unable to
    22     sign it, another individual may sign on behalf of and at the
    23     direction of the principal.
    24     Signature of person signing on my behalf:
    25     Signature
    26     (Name, address telephone number)
    27  § 5834.  Operation.
    28     (a)  When operative.--A mental health care power of attorney   <--
    29  shall become operative when:
    30         (1)  A copy is provided to the attending physician.
    20030H2036B4270                 - 33 -     

     1         (2)  The conditions stated in the power of attorney are
     2     met.
     3     (b)  Invalidity of specific direction.--If a specific
     4  direction in a mental health care power of attorney is held to    <--
     5  be invalid, the invalidity does not negate other directions in
     6  the mental health care power of attorney that can be effected     <--
     7  without the invalid direction.
     8     (c)  Duration.--A MENTAL HEALTH power of attorney shall be     <--
     9  valid until revoked by the principal or until two years after
    10  the date of execution. If a MENTAL HEALTH power of attorney for   <--
    11  mental health treatment has been invoked and is in effect at the
    12  specified date of expiration after its execution, the MENTAL      <--
    13  HEALTH power of attorney shall remain effective until the
    14  principal is no longer incapable.
    15     (d)  Court approval unnecessary.--A mental health care
    16  decision made by a mental health care agent for a principal
    17  shall be effective without court approval.
    18  § 5835.  Appointment of mental health care agents.
    19     (a)  Successor mental health care agents.--A principal may
    20  appoint one or more successor agents who shall serve in the
    21  order named in the mental health care power of attorney unless    <--
    22  the principal expressly directs to the contrary.
    23     (b)  Who may not be appointed mental health care agent.--
    24  Unless related to the principal by blood, marriage or adoption,
    25  a principal may not appoint any of the following to be the
    26  mental health care agent:
    27         (1)  The principal's attending physician or other mental
    28     health care provider, or an employee of the attending
    29     physician or other mental health care provider.
    30         (2)  An owner, operator or employee of a residential
    20030H2036B4270                 - 34 -     

     1     facility in which the principal receives care.
     2  § 5836.  Authority of mental health care agent.
     3     (a)  Extent of authority.--Except as expressly provided
     4  otherwise in a mental health care power of attorney and subject   <--
     5  to subsections (b) and (c), a mental health care agent may make
     6  any mental health care decision and exercise any right and power
     7  regarding the principal's care, custody and mental health care
     8  treatment that the principal could have made and exercised.
     9     (b)  Powers not granted.--A mental health care power of        <--
    10  attorney may not convey the power to relinquish parental rights
    11  or consent to psychosurgery.
    12     (c)  Powers and duties only specifically granted.--Unless
    13  specifically included in a mental health care power of attorney,  <--
    14  the agent shall not have the power to consent to
    15  electroconvulsive therapy or to experimental procedures or
    16  research.
    17     (d)  Mental health care decisions.--After consultation with
    18  mental health care providers and after consideration of the
    19  prognosis and acceptable alternatives regarding diagnosis,
    20  treatments and side effects, a mental health care agent shall
    21  make mental health care decisions in accordance with the mental
    22  health care agent's understanding and interpretation of the
    23  instructions given by the principal at a time when the principal
    24  had the capacity to make and communicate mental health care
    25  decisions. Instructions include a declaration made by the
    26  principal and any clear written or verbal directions that cover
    27  the situation presented. In the absence of instructions, the
    28  mental health care agent shall make mental health care decisions
    29  conforming with the mental health care agent's assessment of the
    30  principal's preferences.
    20030H2036B4270                 - 35 -     

     1     (e)  Mental health care information.--
     2         (1)  Unless specifically provided otherwise in a mental
     3     health care power of attorney, a mental health care agent      <--
     4     shall have the same rights and limitations as the principal
     5     to request, examine, copy and consent or refuse to consent to
     6     the disclosure of mental health care information.
     7         (2)  Disclosure of mental health care information to a
     8     mental health care agent shall not be construed to constitute
     9     a waiver of any evidentiary privilege or right to assert
    10     confidentiality.
    11         (3)  A mental health care provider that discloses mental
    12     health care information to a mental health care agent in good
    13     faith shall not be liable for the disclosure.
    14         (4)  A mental health care agent may not disclose mental
    15     health care information regarding the principal except as is
    16     reasonably necessary to perform the agent's obligations to
    17     the principal or as otherwise required by law.
    18     (f)  Liability of agent.--A mental health care agent shall
    19  not be personally liable for the costs of care and treatment of
    20  the principal.
    21  § 5837.  Removal of agent.
    22     (a)  Grounds for removal.--A MENTAL health care agent can MAY  <--
    23  be removed for any of the following reasons:
    24         (1)  Death or incapacity.
    25         (2)  Noncompliance with a MENTAL HEALTH power of           <--
    26     attorney.
    27         (3)  Physical assault or threats of harm.
    28         (4)  Coercion.
    29         (5)  Voluntary withdrawal by the agent.
    30         (6)  Divorce.
    20030H2036B4270                 - 36 -     

     1     (b)  Notice of voluntary withdrawal.--
     2         (1)  A mental health care agent who voluntarily withdraws
     3     shall inform the principal.
     4         (2)  If the MENTAL HEALTH power of attorney is in effect,  <--
     5     the agent shall notify providers of mental health treatment.
     6     (c)  Challenges.--Third parties may challenge the authority
     7  of a mental health agent in the orphan's court division of the
     8  court of common pleas.
     9     (d)  Effect of removal.--If a MENTAL HEALTH power of attorney  <--
    10  provides for a substitute agent, then the substitute agent shall
    11  assume responsibility when the agent is removed. If the power of
    12  attorney does not provide for a substitute, then a mental health
    13  care provider shall follow any instructions in the power of
    14  attorney.
    15  § 5838.  Effect of divorce.
    16     If the spouse of a principal is designated as the principal's
    17  mental health care agent and thereafter either spouse files an
    18  action in divorce, the designation of the spouse as mental
    19  health care agent shall be revoked as of the time the action is
    20  filed unless it clearly appears from the mental health care       <--
    21  power of attorney that the designation was intended to continue
    22  to be effective notwithstanding the filing of an action in
    23  divorce by either spouse.
    24  § 5839.  Revocation.
    25     (a)  When mental health care power of attorney may be          <--
    26  revoked.--An individual shall specify in the mental health care
    27  power of attorney whether it may be revoked by the principal:
    28         (1)  at any time and in any manner only if the principal
    29     has not been found to be incapable of making mental health
    30     treatment decisions; or
    20030H2036B4270                 - 37 -     

     1         (2)  at the time designated for termination.
     2     (A)  WHEN A MENTAL HEALTH POWER OF ATTORNEY MAY BE REVOKED.--  <--
     3  A MENTAL HEALTH POWER OF ATTORNEY MAY BE REVOKED BY THE
     4  PRINCIPAL AT ANY TIME, EITHER ORALLY OR IN WRITING IN WHOLE OR
     5  IN PART, UNLESS THE PRINCIPAL HAS BEEN FOUND TO BE INCAPABLE OF
     6  MAKING MENTAL HEALTH TREATMENT DECISIONS OR THE PRINCIPAL HAS
     7  BEEN INVOLUNTARILY COMMITTED.
     8     (B)  CAPACITY TO REVOKE.--NOTWITHSTANDING SUBSECTION (A),
     9  DURING A PERIOD OF INVOLUNTARY COMMITMENT PURSUANT TO ARTICLE
    10  III OF THE ACT OF JULY 9, 1976 (P.L.817, NO.143), KNOWN AS THE
    11  MENTAL HEALTH PROCEDURES ACT, A PRINCIPAL MAY REVOKE THE MENTAL
    12  HEALTH POWER OF ATTORNEY ONLY IF FOUND TO BE CAPABLE OF MAKING
    13  MENTAL HEALTH DECISIONS AFTER EXAMINATION BY A PSYCHIATRIST AND
    14  ONE OF THE FOLLOWING: ANOTHER PSYCHIATRIST, A PSYCHOLOGIST, A
    15  FAMILY PHYSICIAN, AN ATTENDING PHYSICIAN OR A MENTAL HEALTH
    16  TREATMENT PROFESSIONAL. WHENEVER POSSIBLE, AT LEAST ONE OF THE
    17  DECISION MAKERS SHALL BE A TREATING PROFESSIONAL OF THE
    18  DECLARANT OR PRINCIPAL.
    19     (b) (C)  Effect of revocation.--A revocation shall be          <--
    20  effective upon communication to the attending physician or other
    21  mental health care provider by the principal or a witness to the
    22  revocation of the intent to revoke.
    23     (c) (D) Mental health record.--The attending physician or      <--
    24  other mental health care provider shall make the revocation OR A  <--
    25  FINDING OF CAPACITY part of the mental health record of the
    26  declarant.
    27     (d) (E)  Reliance on mental health care power of attorney.--A  <--
    28  physician or other mental health care provider may rely on the
    29  effectiveness of a mental health care power of attorney unless    <--
    30  notified of its revocation.
    20030H2036B4270                 - 38 -     

     1     (e) (F)  Subsequent action by agent.--A mental health care     <--
     2  agent who has notice of the revocation of a mental health care    <--
     3  power of attorney may not make or attempt to make mental health
     4  care decisions for the principal.
     5  § 5840.  Amendment.
     6     While having the capacity to make mental health decisions, a
     7  principal may amend a mental health care power of attorney by a   <--
     8  writing executed in accordance with the provisions of section
     9  5832 (relating to execution).
    10  § 5841.  Relation of mental health care agent to court-appointed
    11             guardian and other agents.
    12     (a)  Procedure.--
    13         (1)  Upon  receipt of notice of a guardianship
    14     proceeding, a provider shall notify the court, and the agent
    15     at the guardianship proceeding, of the existence of a mental
    16     health advance directive.
    17         (2)  Upon receipt of a notice of guardianship proceeding,
    18     the agent shall inform the court of the contents of the
    19     mental health advance directive.
    20     (b)  Accountability of mental health care agent.--
    21         (1)  If a principal who has executed a mental health care  <--
    22     power of attorney is later adjudicated an incapacitated
    23     person, the MENTAL HEALTH power of attorney shall remain in    <--
    24     effect.
    25         (2)  The court shall give preference to allowing the
    26     agent to continue making mental health care decisions as
    27     provided in the mental health advance directive unless the
    28     principal specified that the guardian has the power to
    29     terminate, revoke, or suspend the MENTAL HEALTH power of       <--
    30     attorney in the advance directive.
    20030H2036B4270                 - 39 -     

     1         (3)  If, after thorough examination, the court grants the
     2     powers contained in the mental health advance directive to
     3     the guardian, the guardian shall be bound by the same
     4     obligations as the agent would have been.
     5     (c)  Nomination of guardian of person.--In a mental health
     6  care power of attorney, a principal may nominate the guardian of  <--
     7  the person for the principal for consideration by the court if
     8  incapacity proceedings for the principal's person are thereafter
     9  commenced. If the court determines that the appointment of a
    10  guardian is necessary, the court shall appoint in accordance
    11  with the principal's most recent nomination except for good
    12  cause or disqualification.
    13  § 5842.  Duties of attending physician and mental health care
    14             provider.
    15     (a)  Compliance with decisions of mental health care agent.--
    16  Subject to any limitation specified in a mental health care       <--
    17  power of attorney, an attending physician or mental health care
    18  provider shall comply with a mental health care decision made by
    19  a mental health care agent to the same extent as if the decision
    20  had been made by the principal.
    21     (b)  Mental health record.--
    22         (1)  An attending physician or mental health care
    23     provider who is given a mental health care power of attorney   <--
    24     shall arrange for the mental health care power of attorney or  <--
    25     a copy to be placed in the mental health record of the
    26     principal.
    27         (2)  An attending physician or mental health care
    28     provider to whom an amendment or revocation of a mental
    29     health care power of attorney is communicated shall promptly   <--
    30     enter the information in the mental health record of the
    20030H2036B4270                 - 40 -     

     1     principal and maintain a copy if one is furnished.
     2     (c)  Record of determination.--An attending physician who
     3  determines that a principal is unable to make or has regained
     4  the capacity to make mental health treatment decisions or makes
     5  a determination that affects the authority of a mental health
     6  care agent shall enter the determination in the mental health
     7  record of the principal and, if possible, promptly inform the
     8  principal and any mental health care agent of the determination.
     9  § 5843.  Construction.
    10     (a)  General rule.--Nothing in this subchapter shall be
    11  construed to:
    12         (1)  Affect the requirements of other laws of this
    13     Commonwealth regarding consent to observation, diagnosis,
    14     treatment or hospitalization for a mental illness.
    15         (2)  Authorize a mental health care agent to consent to
    16     any mental health care prohibited by the laws of this
    17     Commonwealth.
    18         (3)  Affect the laws of this Commonwealth regarding any
    19     of the following:
    20             (i)  The standard of care of a mental health care
    21         provider required in the administration of mental health
    22         care or the clinical decision-making authority of the
    23         mental health care provider.
    24             (ii)  When consent is required for mental health
    25         care.
    26             (iii)  Informed consent for mental health care.
    27         (4)  Affect the ability to admit a person to a mental
    28     health facility under the voluntary and involuntary
    29     commitment provisions of the act of July 9, 1976 (P.L.817,
    30     No.143), known as the Mental Health Procedures Act.
    20030H2036B4270                 - 41 -     

     1     (b)  Disclosure.--
     2         (1)  The disclosure requirements of section 5836(e)
     3     (relating to authority of mental health care agent) shall
     4     supersede any provision in any other State statute or
     5     regulation that requires a principal to consent to disclosure
     6     or which otherwise conflicts with section 5836(e), including,
     7     but not limited to, the following:
     8             (i)  The act of April 14, 1972 (P.L.221, No.63),
     9         known as the Pennsylvania Drug and Alcohol Abuse Control
    10         Act.
    11             (ii)  Section 111 of the act of July 9, 1976
    12         (P.L.817, No.143), known as the Mental Health Procedures
    13         Act.
    14             (iii)  The act of October 5, 1978 (P.L.1109, No.261),
    15         known as the Osteopathic Medical Practice Act.
    16             (iv)  Section 41 of the act of December 20, 1985
    17         (P.L.457, No.112), known as the Medical Practice Act of
    18         1985.
    19             (v)  The act of November 29, 1990 (P.L.585, No.148),
    20         known as the Confidentiality of HIV-Related Information
    21         Act.
    22         (2)  The disclosure requirements under section 5836(e)
    23     shall not apply to the extent that the disclosure would be
    24     prohibited by Federal law and implementing regulations.
    25     (c)  Notice and acknowledgment requirements.--The notice and
    26  acknowledgment requirements of section 5601(c) and (d) (relating
    27  to general provisions) shall not apply to a power of attorney
    28  that provides exclusively for mental health care decision
    29  making.
    30     (D)  LEGAL REMEDIES.--NOTHING IN THIS ACT SHALL PROHIBIT AN    <--
    20030H2036B4270                 - 42 -     

     1  INTERESTED PARTY FROM USING THE SAME LEGAL REMEDIES THAT ARE
     2  OTHERWISE AVAILABLE TO SEEK A DETERMINATION FROM THE COURTS
     3  INCLUDING INVALIDATION OF SOME OR ALL OF THE DECLARATION OR THE
     4  MENTAL HEALTH POWER OF ATTORNEY, IN CASES OF POTENTIAL
     5  IRREPARABLE HARM OR DEATH. THE COURTS SHALL HAVE 72 HOURS FROM
     6  THE TIME OF APPLICATION FOR REMEDY IN WHICH TO MAKE THIS
     7  DETERMINATION.
     8  § 5844.  Conflicting mental health care powers of attorney.       <--
     9     If a provision of a mental health care power of attorney       <--
    10  conflicts with another provision of a mental health care power    <--
    11  of attorney or with a provision of a declaration, the provision
    12  of the instrument latest in date of execution shall prevail to
    13  the extent of the conflict.
    14  § 5845.  Validity.
    15     This subchapter shall not be construed to limit the validity
    16  of a mental health care power of attorney executed prior to the   <--
    17  effective date of this subchapter. A mental health care power of  <--
    18  attorney executed in another state or jurisdiction and in
    19  conformity with the laws of that state or jurisdiction shall be
    20  considered valid in this Commonwealth, except to the extent that
    21  the mental health care power of attorney executed in another      <--
    22  state or jurisdiction would allow a mental health care agent to
    23  make a mental health care decision inconsistent with the laws of
    24  this Commonwealth.
    25     SECTION 2.  THE PROVISIONS OF THIS ACT ARE SEVERABLE. IF ANY   <--
    26  PROVISION OF THIS ACT OR ITS APPLICATION TO ANY PERSON OR
    27  CIRCUMSTANCE IS HELD INVALID, THE INVALIDITY SHALL NOT AFFECT
    28  OTHER PROVISIONS OR APPLICATIONS OF THIS ACT WHICH CAN BE GIVEN
    29  EFFECT WITHOUT THE INVALID PROVISION OR APPLICATION.
    30     Section 2 3.  This act shall take effect in 60 days.           <--
    H22L20DMS/20030H2036B4270       - 43 -