12 | 19 | | |
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13 | 20 | | (1) "Agent" means a person granted authority to act for a principal under a power of attorney, whether denominated an agent, attorney in fact, or otherwise. Agent includes an original agent, coagent, successor agent and a person to which an agent's authority is delegated. |
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14 | 21 | | |
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15 | 22 | | (2) "Durable" means, with respect to a power of attorney, not terminated by the principal's incapacity. |
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16 | 23 | | |
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17 | 24 | | (3) "Electronic" means relating to technology having electrical, digital, magnetic, wireless, optical, electromagnetic or similar capabilities. |
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18 | 25 | | |
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19 | 26 | | (4) "Good faith" means honesty in fact. |
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20 | 27 | | |
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21 | 28 | | (5) "Incapacity" means inability of an individual, even with appropriate assistance, to perform the functions inherent in managing his or her affairs because the individual: |
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22 | 29 | | |
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23 | 30 | | (A) Has a mental, emotional or physical condition that results in the individual being unable to receive and evaluate information or make or communicate decisions; or |
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24 | 31 | | |
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25 | 32 | | (B) Is: |
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26 | 33 | | |
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27 | 34 | | (i) Missing; |
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28 | 35 | | |
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29 | 36 | | (ii) Detained, including incarcerated in a penal system; or |
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30 | 37 | | |
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31 | 38 | | (iii) Outside the United States and unable to return. |
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32 | 39 | | |
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33 | 40 | | (6) "Person" means an individual, corporation, business trust, estate, trust, partnership, limited liability company, association, joint venture, public corporation, government or governmental subdivision, agency, or instrumentality or any other legal or commercial entity. |
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34 | 41 | | |
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35 | 42 | | (7) "Power of attorney" means a writing or other record that grants authority to an agent to act in the place of the principal, whether or not the term power of attorney is used. |
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36 | 43 | | |
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37 | 44 | | (8) "Presently exercisable general power of appointment" means, with respect to property or a property interest subject to a power of appointment, power exercisable at the time in question to vest absolute ownership in the principal individually, the principal's estate, the principal's creditors or the creditors of the principal's estate. The term includes a power of appointment not exercisable until the occurrence of a specified event, the satisfaction of an ascertainable standard, or the passage of a specified period only after the occurrence of the specified event, the satisfaction of the ascertainable standard, or the passage of the specified period. The term does not include a power exercisable in a fiduciary capacity or only by will. |
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38 | 45 | | |
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39 | 46 | | (9) "Principal" means an individual who grants authority to an agent in a power of attorney. |
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40 | 47 | | |
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41 | 48 | | (10) "Property" means anything that may be the subject of ownership, whether real or personal, or legal or equitable, or any interest or right therein. |
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42 | 49 | | |
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43 | 50 | | (11) "Record" means information that is inscribed on a tangible medium or that is stored in an electronic or other medium and is retrievable in perceivable form. |
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44 | 51 | | |
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45 | 52 | | (12) "Sign" means, with present intent to authenticate or adopt a record to: |
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46 | 53 | | |
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47 | 54 | | (A) Execute or adopt a tangible symbol; or |
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48 | 55 | | |
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49 | 56 | | (B) Attach to or logically associate with the record an electronic sound, symbol or process. |
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50 | 57 | | |
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51 | 58 | | (13) "State" means a state of the United States, the District of Columbia, Puerto Rico, the United States Virgin Islands or any territory or insular possession subject to the jurisdiction of the United States. |
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52 | 59 | | |
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96 | 103 | | |
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97 | 104 | | (d) A person authorized by the principal in the power of attorney to determine that the principal is incapacitated may act as the principal's personal representative pursuant to the Health Insurance Portability and Accountability Act, Sections 1171 to 1179, inclusive, of the Social Security Act, 42 USC 1320d, as amended from time to time, and applicable federal regulations, to obtain access to the principal's health care information and communicate with the principal's health care provider. |
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98 | 105 | | |
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99 | 106 | | (e) If the principal, in the power of attorney, authorizes one or more persons to determine in a written affidavit that the event or contingency has occurred, as provided in subsection (b) of this section, then the written affidavit may be in substantially the following form: |
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100 | 107 | | |
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101 | 108 | | AFFIDAVIT THAT POWER OF ATTORNEY IS IN FULL FORCE AND EFFECT |
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102 | 109 | | |
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103 | 110 | | STATE OF ) |
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104 | 111 | | |
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105 | 112 | | ) SS: |
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106 | 113 | | |
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107 | 114 | | COUNTY OF ) |
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108 | 115 | | |
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109 | 116 | | I, .... of ...., being duly sworn, depose and say: |
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110 | 117 | | |
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111 | 118 | | THAT ...., of ...., as principal, did on ...., 20.., appoint me in a power of attorney dated ...., 20.., to execute an affidavit that a specified contingency had occurred; |
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112 | 119 | | |
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113 | 120 | | THAT specified contingency was: .... |
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114 | 121 | | |
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115 | 122 | | THAT specified contingency has occurred. |
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116 | 123 | | |
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117 | 124 | | IN WITNESS WHEREOF, I have hereunto set my hand and seal. |
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118 | 125 | | |
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119 | 126 | | .... L.S. |
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120 | 127 | | |
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121 | 128 | | .... |
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122 | 129 | | |
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123 | 130 | | Witness |
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124 | 131 | | |
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125 | 132 | | .... |
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126 | 133 | | |
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127 | 134 | | Witness |
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128 | 135 | | |
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129 | 136 | | Subscribed and sworn to before me this .... day of ...., 20... |
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130 | 137 | | |
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131 | 138 | | .... |
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132 | 139 | | |
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133 | 140 | | Commissioner of the Superior Court |
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134 | 141 | | |
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135 | 142 | | Notary Public |
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136 | 143 | | |
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137 | 144 | | My commission expires: .... |
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138 | 145 | | |
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140 | 147 | | |
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141 | 148 | | (1) The principal dies; |
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142 | 149 | | |
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143 | 150 | | (2) The principal becomes incapacitated, if the power of attorney is not durable; |
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144 | 151 | | |
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145 | 152 | | (3) The principal revokes the power of attorney; |
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146 | 153 | | |
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147 | 154 | | (4) The power of attorney provides that it terminates; |
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148 | 155 | | |
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149 | 156 | | (5) The purpose of the power of attorney is accomplished; |
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150 | 157 | | |
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151 | 158 | | (6) The principal revokes the agent's authority or the agent dies, becomes incapacitated, or resigns and the power of attorney does not provide for another agent to act under the power of attorney; or |
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152 | 159 | | |
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153 | 160 | | (7) The power of attorney is terminated by a court pursuant to subsection (b) of section 8 of this act. |
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154 | 161 | | |
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155 | 162 | | (b) An agent's authority terminates when: |
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156 | 163 | | |
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157 | 164 | | (1) The principal revokes the authority; |
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158 | 165 | | |
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159 | 166 | | (2) A court terminates the agent's authority pursuant to subsection (b) of section 8 of this act; |
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160 | 167 | | |
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161 | 168 | | (3) The agent dies or resigns; |
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162 | 169 | | |
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163 | 170 | | (4) The agent becomes incapacitated. Unless the power of attorney otherwise provides, an agent shall be determined to be incapable of acting as an agent upon a determination in a writing or other record that the agent is incapacitated: |
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164 | 171 | | |
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165 | 172 | | (A) Within the meaning set forth in subparagraph (A) of subdivision (5) of section 2 of this act, by: |
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166 | 173 | | |
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167 | 174 | | (i) A judge in a court proceeding; |
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168 | 175 | | |
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169 | 176 | | (ii) Two independent physicians; or |
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170 | 177 | | |
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171 | 178 | | (iii) A successor agent, designated in accordance with section 11 of this act, if a written opinion of a physician cannot be obtained either due to the refusal of an agent to be examined by a physician or due to an agent's failure to execute an authorization to release medical information; or |
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172 | 179 | | |
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204 | 211 | | |
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205 | 212 | | (1) Act in accordance with the principal's reasonable expectations, and, if such expectations are unknown, make reasonable efforts to ascertain the principal's expectations and act, otherwise, in the principal's best interest; |
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206 | 213 | | |
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207 | 214 | | (2) Act in good faith; and |
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208 | 215 | | |
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209 | 216 | | (3) Act only within the scope of authority granted in the power of attorney. |
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210 | 217 | | |
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211 | 218 | | (b) Unless the power of attorney otherwise provides, an agent that has accepted appointment shall: |
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212 | 219 | | |
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213 | 220 | | (1) Act loyally for the principal's benefit; |
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214 | 221 | | |
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215 | 222 | | (2) Act so as not to create a conflict of interest that impairs the agent's ability to act impartially in the principal's best interest; |
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216 | 223 | | |
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217 | 224 | | (3) Act with the care, competence and diligence ordinarily exercised by agents in similar circumstances; |
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218 | 225 | | |
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219 | 226 | | (4) Keep a record of all receipts, disbursements and transactions made on behalf of the principal; |
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220 | 227 | | |
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221 | 228 | | (5) Cooperate with a person that has authority to make health care decisions for the principal to carry out the principal's reasonable expectations to the extent actually known by the agent and, otherwise, act in the principal's best interest; and |
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222 | 229 | | |
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223 | 230 | | (6) Attempt to preserve the principal's estate plan, to the extent actually known by the agent, if preserving the plan is consistent with the principal's best interest based on all relevant factors, including: |
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224 | 231 | | |
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225 | 232 | | (A) The value and nature of the principal's property; |
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226 | 233 | | |
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227 | 234 | | (B) The principal's foreseeable obligations and need for maintenance; |
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228 | 235 | | |
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229 | 236 | | (C) Minimization of taxes, including income, estate, inheritance, generation skipping transfer and gift taxes; and |
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230 | 237 | | |
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231 | 238 | | (D) Eligibility for a benefit, a program or assistance under a federal or state statute or regulation. |
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232 | 239 | | |
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233 | 240 | | (c) An agent that acts in good faith is not liable to any beneficiary of the principal's estate plan for failure to preserve the plan. |
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234 | 241 | | |
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235 | 242 | | (d) An agent that acts with care, competence and diligence for the best interest of the principal is not liable solely because the agent also benefits from the act or has an individual or conflicting interest in relation to the property or affairs of the principal. |
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236 | 243 | | |
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290 | 297 | | |
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291 | 298 | | (b) A person that in good faith accepts an acknowledged power of attorney without actual knowledge that the signature is not genuine may rely upon the presumption under section 5 of this act that the signature is genuine. |
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292 | 299 | | |
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293 | 300 | | (c) A person that in good faith accepts an acknowledged power of attorney without actual knowledge that the power of attorney is void, invalid, or terminated, that the purported agent's authority is void, invalid, or terminated, or that the agent is exceeding or improperly exercising the agent's authority may rely upon the power of attorney as if the power of attorney were genuine, valid and still in effect, the agent's authority were genuine, valid and still in effect, and the agent had not exceeded and had properly exercised the authority. |
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294 | 301 | | |
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295 | 302 | | (d) A person that is asked to accept an acknowledged power of attorney may request, and rely upon, without further investigation: |
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296 | 303 | | |
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297 | 304 | | (1) An agent's certification under penalty of perjury of any factual matter concerning the principal, agent or power of attorney; |
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298 | 305 | | |
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299 | 306 | | (2) An English translation of the power of attorney if the power of attorney contains, in whole or in part, language other than English; and |
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300 | 307 | | |
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301 | 308 | | (3) An opinion of counsel as to any matter of law concerning the power of attorney if the person making the request provides in a writing or other record the reason for the request. |
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302 | 309 | | |
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303 | 310 | | (e) An English translation or an opinion of counsel requested under this section must be provided at the principal's expense unless the request is made more than seven business days after the power of attorney is presented for acceptance. |
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304 | 311 | | |
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305 | 312 | | (f) For purposes of this section and section 20 of this act, a person that conducts activities through an employee is without actual knowledge of a fact relating to: (1) A power of attorney, (2) a principal, or (3) an agent if the employee conducting the activity involving such power of attorney, principal or agent is without actual knowledge of the fact. |
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306 | 313 | | |
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310 | 317 | | |
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311 | 318 | | (2) If a person requests a certification, a translation, or an opinion of counsel under subsection (d) of section 19 of this act, the person shall accept the power of attorney not later than five business days after receipt of the certification, translation, or opinion of counsel; and |
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312 | 319 | | |
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313 | 320 | | (3) A person may not require an additional or different form of power of attorney for authority granted in the power of attorney presented. |
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314 | 321 | | |
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315 | 322 | | (b) A person is not required to accept an acknowledged power of attorney if: |
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316 | 323 | | |
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317 | 324 | | (1) The principal is not otherwise eligible or is not otherwise qualified to enter the transaction with the person; |
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318 | 325 | | |
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319 | 326 | | (2) Engaging in a transaction with the agent or the principal in the same circumstances would be inconsistent with state or federal law; |
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320 | 327 | | |
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321 | 328 | | (3) The person has actual knowledge of the termination of the agent's authority or of the power of attorney before exercise of the power; |
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322 | 329 | | |
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323 | 330 | | (4) A request for a certification, a translation, or an opinion of counsel under subsection (d) of section 19 of this act is refused; |
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324 | 331 | | |
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325 | 332 | | (5) The person in good faith believes that the power is not valid or that the agent does not have the authority to perform the act requested, whether or not a certification, a translation, or an opinion of counsel under subsection (d) of section 19 of this act has been requested or provided; or |
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326 | 333 | | |
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327 | 334 | | (6) The person makes, or has actual knowledge that another person has made, a report to the Bureau of Aging, Community and Social Work Services Division of the Department of Social Services stating a good faith belief that the principal may be subject to physical or financial abuse, neglect, exploitation or abandonment by the agent or a person acting for or with the agent. |
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328 | 335 | | |
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329 | 336 | | (c) A person that refuses in violation of this section to accept an acknowledged power of attorney is subject to an order by a probate court or by a court of general jurisdiction mandating acceptance of the power of attorney. The court may award reasonable attorney's fees and costs incurred to the prevailing party in such action. |
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330 | 337 | | |
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340 | 347 | | |
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341 | 348 | | (2) Make a gift; |
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342 | 349 | | |
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343 | 350 | | (3) Create or change rights of survivorship; |
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344 | 351 | | |
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345 | 352 | | (4) Create or change a beneficiary designation; |
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346 | 353 | | |
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347 | 354 | | (5) Delegate authority granted under the power of attorney; |
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348 | 355 | | |
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349 | 356 | | (6) Waive the principal's right to be a beneficiary of a joint and survivor annuity, including a survivor benefit under a retirement plan; |
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350 | 357 | | |
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351 | 358 | | (7) Exercise fiduciary powers that the principal has authority to delegate; or |
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352 | 359 | | |
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353 | 360 | | (8) Disclaim property, including a power of appointment. |
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354 | 361 | | |
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355 | 362 | | (b) Notwithstanding a grant of authority to perform an act described in subsection (a) of this section, unless the power of attorney otherwise provides, an agent that is not an ancestor, spouse or descendant of the principal may not exercise authority under a power of attorney to create in the agent, or in an individual to whom the agent owes a legal obligation of support, an interest in the principal's property, whether by gift, right of survivorship, beneficiary designation, disclaimer or otherwise. |
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356 | 363 | | |
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357 | 364 | | (c) Subject to the provisions set forth in subsections (a), (b), (d) and (e) of this section, if a power of attorney grants to an agent authority to perform all acts that a principal could perform, the agent has the general authority described in sections 27 to 39, inclusive, of this act. |
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358 | 365 | | |
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359 | 366 | | (d) Unless the power of attorney otherwise provides, a grant of authority to make a gift is subject to section 40 of this act. |
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360 | 367 | | |
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361 | 368 | | (e) Subject to the provisions set forth in subsections (a), (b) and (d) of this section, if the subjects over which authority is granted in a power of attorney are similar or overlap, the broadest authority controls. |
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362 | 369 | | |
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363 | 370 | | (f) Authority granted in a power of attorney is exercisable with respect to property that the principal has when the power of attorney is executed or acquires later, whether or not the property is located in this state and whether or not the authority is exercised or the power of attorney is executed in this state. |
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364 | 371 | | |
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365 | 372 | | (g) An act performed by an agent pursuant to a power of attorney has the same effect and inures to the benefit of and binds the principal and the principal's successors in interest as if the principal had performed the act. |
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366 | 373 | | |
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374 | 381 | | |
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375 | 382 | | (1) Demand, receive, and obtain by litigation or otherwise, money or another thing of value to which the principal is, may become, or claims to be entitled, and conserve, invest, disburse or use anything so received or obtained for the purposes intended; |
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376 | 383 | | |
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377 | 384 | | (2) Contract in any manner with any person, on terms agreeable to the agent, to accomplish a purpose of a transaction and perform, rescind, cancel, terminate, reform, restate, release or modify the contract or another contract made by or on behalf of the principal; |
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378 | 385 | | |
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379 | 386 | | (3) Execute, acknowledge, seal, deliver, file or record any instrument or communication the agent considers desirable to accomplish a purpose of a transaction, including creating at any time a schedule listing some or all of the principal's property and attaching it to the power of attorney; |
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380 | 387 | | |
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381 | 388 | | (4) Initiate, participate in, submit to alternative dispute resolution, settle, oppose or propose or accept a compromise with respect to a claim existing in favor of or against the principal or intervene in litigation relating to the claim; |
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382 | 389 | | |
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383 | 390 | | (5) Seek on the principal's behalf the assistance of a court or other governmental agency to carry out an act authorized in the power of attorney; |
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384 | 391 | | |
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385 | 392 | | (6) Engage, compensate and discharge an attorney, accountant, discretionary investment manager, expert witness or other advisor; |
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386 | 393 | | |
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387 | 394 | | (7) Prepare, execute and file a record, report or other document to safeguard or promote the principal's interest under a federal or state statute or regulation; |
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388 | 395 | | |
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389 | 396 | | (8) Communicate with any representative or employee of a government or governmental subdivision, agency or instrumentality, on behalf of the principal; |
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390 | 397 | | |
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391 | 398 | | (9) Access communications intended for, and communicate on behalf of, the principal, whether by mail, electronic transmission, telephone or other means; and |
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392 | 399 | | |
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393 | 400 | | (10) Do any lawful act with respect to the subject and all property related to the subject. |
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394 | 401 | | |
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396 | 403 | | |
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397 | 404 | | (1) Demand, buy, lease, receive, accept as a gift or as security for an extension of credit or otherwise acquire or reject an interest in real property or a right incident to real property; |
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398 | 405 | | |
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399 | 406 | | (2) Sell; exchange; convey with or without covenants, representations, or warranties; quitclaim; release; surrender; retain title for security; encumber; partition; consent to partitioning; subject to an easement or covenant; subdivide; apply for zoning or other governmental permits; plat or consent to platting; develop; grant an option concerning; lease; sublease; contribute to an entity in exchange for an interest in that entity; or otherwise grant or dispose of an interest in real property or a right incident to real property; |
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400 | 407 | | |
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401 | 408 | | (3) Pledge or mortgage an interest in real property or right incident to real property as security to borrow money or pay, renew or extend the time of payment of a debt of the principal or a debt guaranteed by the principal; |
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402 | 409 | | |
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403 | 410 | | (4) Release, assign, satisfy or enforce by litigation or otherwise a mortgage, deed of trust, conditional sale contract, encumbrance, lien or other claim to real property which exists or is asserted; |
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404 | 411 | | |
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405 | 412 | | (5) Manage or conserve an interest in real property or a right incident to real property owned or claimed to be owned by the principal, including: |
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406 | 413 | | |
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407 | 414 | | (A) Insuring against liability or casualty or other loss; |
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408 | 415 | | |
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409 | 416 | | (B) Obtaining or regaining possession of or protecting the interest or right by litigation or otherwise; |
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410 | 417 | | |
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411 | 418 | | (C) Paying, assessing, compromising or contesting taxes or assessments or applying for and receiving refunds in connection with such taxes or assessments; and |
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412 | 419 | | |
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413 | 420 | | (D) Purchasing supplies, hiring assistance or labor and making repairs or alterations to the real property; |
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414 | 421 | | |
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415 | 422 | | (6) Use, develop, alter, replace, remove, erect or install structures or other improvements upon real property in or incident to which the principal has, or claims to have, an interest or right; |
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416 | 423 | | |
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417 | 424 | | (7) Participate in a reorganization with respect to real property or an entity that owns an interest in or right incident to real property and receive, and hold and act with respect to stocks and bonds or other property received in a plan of reorganization, including: |
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418 | 425 | | |
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419 | 426 | | (A) Selling or otherwise disposing of such stocks, bonds or other property; |
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420 | 427 | | |
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421 | 428 | | (B) Exercising or selling an option, right of conversion or similar right with respect to such stocks, bonds or other property; and |
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422 | 429 | | |
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423 | 430 | | (C) Exercising any voting rights in person or by proxy; |
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424 | 431 | | |
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425 | 432 | | (8) Change the form of title of an interest in or right incident to real property; and |
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426 | 433 | | |
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427 | 434 | | (9) Dedicate to public use, with or without consideration, easements or other real property in which the principal has, or claims to have, an interest. |
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428 | 435 | | |
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430 | 437 | | |
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431 | 438 | | (1) Demand, buy, receive, accept as a gift or as security for an extension of credit or otherwise acquire or reject ownership or possession of tangible personal property or an interest in tangible personal property; |
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432 | 439 | | |
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433 | 440 | | (2) Sell; exchange; convey with or without covenants, representations, or warranties; quitclaim; release; surrender; create a security interest in; grant options concerning; lease; sublease; or otherwise dispose of tangible personal property or an interest in tangible personal property; |
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434 | 441 | | |
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435 | 442 | | (3) Grant a security interest in tangible personal property or an interest in tangible personal property as security to borrow money or pay, renew or extend the time of payment of a debt of the principal or a debt guaranteed by the principal; |
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436 | 443 | | |
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437 | 444 | | (4) Release, assign, satisfy or enforce by litigation or otherwise, a security interest, lien or other claim on behalf of the principal, with respect to tangible personal property or an interest in tangible personal property; |
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438 | 445 | | |
---|
439 | 446 | | (5) Manage or conserve tangible personal property or an interest in tangible personal property on behalf of the principal, including: |
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440 | 447 | | |
---|
441 | 448 | | (A) Insuring against liability or casualty or other loss; |
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442 | 449 | | |
---|
443 | 450 | | (B) Obtaining or regaining possession of or protecting the property or interest, by litigation or otherwise; |
---|
444 | 451 | | |
---|
445 | 452 | | (C) Paying, assessing, compromising or contesting taxes or assessments or applying for and receiving refunds in connection with such taxes or assessments; |
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446 | 453 | | |
---|
447 | 454 | | (D) Moving the property from place to place; |
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448 | 455 | | |
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449 | 456 | | (E) Storing the property for hire or on a gratuitous bailment; and |
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450 | 457 | | |
---|
451 | 458 | | (F) Using and making repairs, alterations or improvements to the property; and |
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452 | 459 | | |
---|
453 | 460 | | (6) Change the form of title of an interest in tangible personal property. |
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454 | 461 | | |
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474 | 481 | | |
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475 | 482 | | (1) Continue, modify and terminate an account or other banking arrangement made by or on behalf of the principal; |
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476 | 483 | | |
---|
477 | 484 | | (2) Establish, modify, and terminate an account or other banking arrangement with a bank, trust company, savings and loan association, credit union, thrift company, brokerage firm or other financial institution selected by the agent; |
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478 | 485 | | |
---|
479 | 486 | | (3) Contract for services available from a financial institution, including renting a safe deposit box or space in a vault; |
---|
480 | 487 | | |
---|
481 | 488 | | (4) Withdraw by: Check, order, electronic funds transfer or otherwise, money or property of the principal deposited with or left in the custody of a financial institution; |
---|
482 | 489 | | |
---|
483 | 490 | | (5) Receive statements of account, vouchers, notices and similar documents from a financial institution and act with respect to them; |
---|
484 | 491 | | |
---|
485 | 492 | | (6) Enter a safe deposit box or vault and withdraw or add to the contents; |
---|
486 | 493 | | |
---|
487 | 494 | | (7) Borrow money and pledge as security personal property of the principal necessary to borrow money or pay, renew or extend the time of payment of a debt of the principal or a debt guaranteed by the principal; |
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488 | 495 | | |
---|
489 | 496 | | (8) Make, assign, draw, endorse, discount, guarantee and negotiate promissory notes, checks, drafts and other negotiable or nonnegotiable paper of the principal or payable to the principal or the principal's order, transfer money, receive the cash or other proceeds of those transactions and accept a draft drawn by a person upon the principal and pay it when due; |
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490 | 497 | | |
---|
491 | 498 | | (9) Receive for the principal and act upon a sight draft, warehouse receipt, or other document of title whether tangible or electronic, or other negotiable or nonnegotiable instrument; |
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492 | 499 | | |
---|
493 | 500 | | (10) Apply for, receive and use letters of credit, credit and debit cards, electronic transaction authorizations and traveler's checks from a financial institution and give an indemnity or other agreement in connection with letters of credit; and |
---|
494 | 501 | | |
---|
495 | 502 | | (11) Consent to an extension of the time of payment with respect to commercial paper or a financial transaction with a financial institution. |
---|
496 | 503 | | |
---|
498 | 505 | | |
---|
499 | 506 | | (1) Operate, buy, sell, enlarge, reduce, or terminate an ownership interest; |
---|
500 | 507 | | |
---|
501 | 508 | | (2) Perform a duty or discharge a liability and exercise in person or by proxy a right, power, privilege or option that the principal has, may have or claims to have; |
---|
502 | 509 | | |
---|
503 | 510 | | (3) Enforce the terms of an ownership agreement; |
---|
504 | 511 | | |
---|
505 | 512 | | (4) Initiate, participate in, submit to alternative dispute resolution, settle, oppose, or propose or accept a compromise with respect to litigation to which the principal is a party because of an ownership interest; |
---|
506 | 513 | | |
---|
507 | 514 | | (5) Exercise in person or by proxy, or enforce by litigation or otherwise, a right, power, privilege or option the principal has or claims to have as the holder of stocks and bonds; |
---|
508 | 515 | | |
---|
509 | 516 | | (6) Initiate, participate in, submit to alternative dispute resolution, settle, oppose, or propose or accept a compromise with respect to litigation to which the principal is a party concerning stocks and bonds; |
---|
510 | 517 | | |
---|
511 | 518 | | (7) With respect to an entity or business owned solely by the principal: |
---|
512 | 519 | | |
---|
513 | 520 | | (A) Continue, modify, renegotiate, extend and terminate a contract made by or on behalf of the principal with respect to the entity or business before execution of the power of attorney; |
---|
514 | 521 | | |
---|
515 | 522 | | (B) Determine: |
---|
516 | 523 | | |
---|
517 | 524 | | (i) The location of its operation; |
---|
518 | 525 | | |
---|
519 | 526 | | (ii) The nature and extent of its business; |
---|
520 | 527 | | |
---|
521 | 528 | | (iii) The methods of manufacturing, selling, merchandising, financing, accounting and advertising employed in its operation; |
---|
522 | 529 | | |
---|
523 | 530 | | (iv) The amount and types of insurance carried; and |
---|
524 | 531 | | |
---|
525 | 532 | | (v) The mode of engaging, compensating and dealing with its employees and accountants, attorneys or other advisors; |
---|
526 | 533 | | |
---|
527 | 534 | | (C) Change the name or form of organization under which the entity or business is operated and enter into an ownership agreement with other persons to take over all or part of the operation of the entity or business; and |
---|
528 | 535 | | |
---|
529 | 536 | | (D) Demand and receive money due or claimed by the principal or on the principal's behalf in the operation of the entity or business and control and disburse the money in the operation of the entity or business; |
---|
530 | 537 | | |
---|
531 | 538 | | (8) Put additional capital into an entity or business in which the principal has an interest; |
---|
532 | 539 | | |
---|
533 | 540 | | (9) Join in a plan of reorganization, consolidation, conversion, domestication or merger of the entity or business; |
---|
534 | 541 | | |
---|
535 | 542 | | (10) Sell or liquidate all or part of an entity or business; |
---|
536 | 543 | | |
---|
537 | 544 | | (11) Establish the value of an entity or business under a buyout agreement to which the principal is a party; |
---|
538 | 545 | | |
---|
539 | 546 | | (12) Prepare, sign, file and deliver reports, compilations of information, returns or other papers with respect to an entity or business and make related payments; and |
---|
540 | 547 | | |
---|
541 | 548 | | (13) Pay, compromise or contest taxes, assessments, fines or penalties and perform any other act to protect the principal from illegal or unnecessary taxation, assessments, fines or penalties, with respect to an entity or business, including attempts to recover, in any manner permitted by law, money paid before or after the execution of the power of attorney. |
---|
542 | 549 | | |
---|
544 | 551 | | |
---|
545 | 552 | | (1) Continue, pay the premium or make a contribution on, modify, exchange, rescind, release or terminate a contract procured by or on behalf of the principal which insures or provides an annuity to either the principal or another person, whether or not the principal is a beneficiary under the contract; |
---|
546 | 553 | | |
---|
547 | 554 | | (2) Procure new, different and additional contracts of insurance and annuities for the principal and the principal's spouse, children and other dependents, and select the amount, type of insurance or annuity and mode of payment; |
---|
548 | 555 | | |
---|
549 | 556 | | (3) Pay the premium or make a contribution on, modify, exchange, rescind, release or terminate a contract of insurance or annuity procured by the agent; |
---|
550 | 557 | | |
---|
551 | 558 | | (4) Apply for and receive a loan secured by a contract of insurance or annuity; |
---|
552 | 559 | | |
---|
553 | 560 | | (5) Surrender and receive the cash surrender value on a contract of insurance or annuity; |
---|
554 | 561 | | |
---|
555 | 562 | | (6) Exercise an election; |
---|
556 | 563 | | |
---|
557 | 564 | | (7) Exercise investment powers available under a contract of insurance or annuity; |
---|
558 | 565 | | |
---|
559 | 566 | | (8) Change the manner of paying premiums on a contract of insurance or annuity; |
---|
560 | 567 | | |
---|
561 | 568 | | (9) Change or convert the type of insurance or annuity with respect to which the principal has or claims to have authority described in this section; |
---|
562 | 569 | | |
---|
563 | 570 | | (10) Apply for and procure a benefit or assistance under a federal or state statute or regulation to guarantee or pay premiums of a contract of insurance on the life of the principal; |
---|
564 | 571 | | |
---|
565 | 572 | | (11) Collect, sell, assign, hypothecate, borrow against or pledge the interest of the principal in a contract of insurance or annuity; |
---|
566 | 573 | | |
---|
567 | 574 | | (12) Select the form and timing of the payment of proceeds from a contract of insurance or annuity; and |
---|
568 | 575 | | |
---|
569 | 576 | | (13) Pay, from proceeds or otherwise, compromise or contest and apply for refunds in connection with, a tax or assessment levied by a taxing authority with respect to a contract of insurance or annuity or its proceeds or liability accruing by reason of the tax or assessment. |
---|
570 | 577 | | |
---|
572 | 579 | | |
---|
573 | 580 | | (b) Unless the power of attorney otherwise provides, language in a power of attorney granting general authority with respect to estates, trusts and other beneficial interests authorizes the agent to: |
---|
574 | 581 | | |
---|
575 | 582 | | (1) Accept, receive, receipt for, sell, assign, pledge or exchange a share in or payment from an estate, trust or other beneficial interest; |
---|
576 | 583 | | |
---|
577 | 584 | | (2) Demand or obtain money or another thing of value to which the principal is, may become or claims to be, entitled by reason of an estate, trust or other beneficial interest, by litigation or otherwise; |
---|
578 | 585 | | |
---|
579 | 586 | | (3) Exercise for the benefit of the principal a presently exercisable general power of appointment held by the principal; |
---|
580 | 587 | | |
---|
581 | 588 | | (4) Initiate, participate in, submit to alternative dispute resolution, settle, oppose, or propose or accept a compromise with respect to litigation to ascertain the meaning, validity or effect of a deed, will, declaration of trust or other instrument or transaction affecting the interest of the principal; |
---|
582 | 589 | | |
---|
583 | 590 | | (5) Initiate, participate in, submit to alternative dispute resolution, settle, oppose, or propose or accept a compromise with respect to litigation to remove, substitute or surcharge a fiduciary; |
---|
584 | 591 | | |
---|
585 | 592 | | (6) Conserve, invest, disburse or use anything received for an authorized purpose; and |
---|
586 | 593 | | |
---|
587 | 594 | | (7) Transfer an interest of the principal in real property, stocks and bonds, accounts with financial institutions or securities intermediaries, insurance, annuities and other property to the trustee of a revocable trust created by the principal as settlor. |
---|
588 | 595 | | |
---|
590 | 597 | | |
---|
591 | 598 | | (1) Assert and maintain before a court or administrative agency a claim, claim for relief, cause of action, counterclaim, offset, recoupment or defense, including an action to recover property or other thing of value, recover damages sustained by the principal, eliminate or modify tax liability, or seek an injunction, specific performance or other relief; |
---|
592 | 599 | | |
---|
593 | 600 | | (2) Bring an action to determine adverse claims or intervene or otherwise participate in litigation; |
---|
594 | 601 | | |
---|
595 | 602 | | (3) Seek an attachment, garnishment, order of arrest or other preliminary, provisional or intermediate relief and use an available procedure to effect or satisfy a judgment, order or decree; |
---|
596 | 603 | | |
---|
597 | 604 | | (4) Make or accept a tender, offer of judgment or admission of facts, submit a controversy on an agreed statement of facts, consent to examination and bind the principal in litigation; |
---|
598 | 605 | | |
---|
599 | 606 | | (5) Submit to alternative dispute resolution, settle and propose or accept a compromise; |
---|
600 | 607 | | |
---|
601 | 608 | | (6) Waive the issuance and service of process upon the principal, accept service of process, appear for the principal, designate persons upon which process directed to the principal may be served, execute and file or deliver stipulations on the principal's behalf, verify pleadings, seek appellate review, procure and give surety and indemnity bonds, contract and pay for the preparation and printing of records and briefs, receive, execute, and file or deliver a consent, waiver, release, confession of judgment, satisfaction of judgment, notice, agreement or other instrument in connection with the prosecution, settlement or defense of a claim or litigation; |
---|
602 | 609 | | |
---|
603 | 610 | | (7) Act for the principal with respect to bankruptcy or insolvency, whether voluntary or involuntary, concerning the principal or some other person, or with respect to a reorganization, receivership or application for the appointment of a receiver or trustee which affects an interest of the principal in property or other thing of value; |
---|
604 | 611 | | |
---|
605 | 612 | | (8) Pay a judgment, award or order against the principal or a settlement made in connection with a claim or litigation; and |
---|
606 | 613 | | |
---|
607 | 614 | | (9) Receive money or other thing of value paid in settlement of or as proceeds of a claim or litigation. |
---|
608 | 615 | | |
---|
610 | 617 | | |
---|
611 | 618 | | (1) Perform the acts necessary to maintain the customary standard of living of the principal, the principal's spouse and the following individuals, whether living when the power of attorney is executed or later born: |
---|
612 | 619 | | |
---|
613 | 620 | | (A) The principal's children; |
---|
614 | 621 | | |
---|
615 | 622 | | (B) Other individuals legally entitled to be supported by the principal; and |
---|
616 | 623 | | |
---|
617 | 624 | | (C) The individuals whom the principal has customarily supported or indicated the intent to support; |
---|
618 | 625 | | |
---|
619 | 626 | | (2) Make periodic payments of child support and other family maintenance required by a court or governmental agency or an agreement to which the principal is a party; |
---|
620 | 627 | | |
---|
621 | 628 | | (3) Provide living quarters for the individuals described in subdivision (1) of this subsection by: |
---|
622 | 629 | | |
---|
623 | 630 | | (A) Purchase, lease or other contract; or |
---|
624 | 631 | | |
---|
625 | 632 | | (B) Paying the operating costs, including interest, amortization payments, repairs, improvements and taxes, for premises owned by the principal or occupied by those individuals; |
---|
626 | 633 | | |
---|
627 | 634 | | (4) Provide normal domestic help, usual vacations and travel expenses and funds for shelter, clothing, food, appropriate education, including post secondary and vocational education and other current living costs for the individuals described in subdivision (1) of this subsection; |
---|
628 | 635 | | |
---|
629 | 636 | | (5) Pay expenses for necessary health care and custodial care on behalf of the individuals described in subdivision (1) of this subsection; |
---|
630 | 637 | | |
---|
631 | 638 | | (6) Act as the principal's personal representative pursuant to the Health Insurance Portability and Accountability Act, Sections 1171 to 1179, inclusive, of the Social Security Act, 42 USC 1320d, as amended from time to time, and applicable federal regulations, in making decisions related to the past, present or future payment for the provision of health care consented to by the principal or anyone authorized under the law of this state to consent to health care on behalf of the principal; |
---|
632 | 639 | | |
---|
633 | 640 | | (7) Continue any provision made by the principal for automobiles or other means of transportation, including registering, licensing, insuring and replacing them, for the individuals described in subdivision (1) of this subsection; |
---|
634 | 641 | | |
---|
635 | 642 | | (8) Maintain credit and debit accounts for the convenience of the individuals described in subdivision (1) of this subsection and open new accounts; and |
---|
636 | 643 | | |
---|
637 | 644 | | (9) Continue payments incidental to the membership or affiliation of the principal in a religious institution, club, society, order or other organization or continue contributions to those organizations. |
---|
638 | 645 | | |
---|
639 | 646 | | (b) Authority with respect to personal and family maintenance is neither dependent upon, nor limited by, authority that an agent may or may not have with respect to gifts under sections 1 to 45, inclusive, of this act. |
---|
640 | 647 | | |
---|
642 | 649 | | |
---|
643 | 650 | | (b) Unless the power of attorney otherwise provides, language in a power of attorney granting general authority with respect to benefits from governmental programs or civil or military service authorizes the agent to: |
---|
644 | 651 | | |
---|
645 | 652 | | (1) Execute vouchers in the name of the principal for allowances and reimbursements payable by the United States or a foreign government or by a state or subdivision of a state to the principal, including allowances and reimbursements for transportation of the individuals described in subdivision (1) of subsection (a) of section 36 of this act, and for shipment of their household effects; |
---|
646 | 653 | | |
---|
647 | 654 | | (2) Take possession and order the removal and shipment of property of the principal from a post, warehouse, depot, dock or other place of storage or safekeeping, either governmental or private, and execute and deliver a release, voucher, receipt, bill of lading, shipping ticket, certificate or other instrument for that purpose; |
---|
648 | 655 | | |
---|
649 | 656 | | (3) Enroll in, apply for, select, reject, change, amend or discontinue, on the principal's behalf, a benefit or program; |
---|
650 | 657 | | |
---|
651 | 658 | | (4) Prepare, file, and maintain a claim of the principal for a benefit or assistance, financial or otherwise, to which the principal may be entitled under a federal or state statute or regulation; |
---|
652 | 659 | | |
---|
653 | 660 | | (5) Initiate, participate in, submit to alternative dispute resolution, settle, oppose, or propose or accept a compromise with respect to litigation concerning any benefit or assistance the principal may be entitled to receive under a federal or state statute or regulation; and |
---|
654 | 661 | | |
---|
655 | 662 | | (6) Receive the financial proceeds of a claim described in subdivision (4) of this subsection and conserve, invest, disburse or use for a lawful purpose anything so received. |
---|
656 | 663 | | |
---|
658 | 665 | | |
---|
659 | 666 | | (1) An individual retirement account under 26 USC 408, as amended from time to time; |
---|
660 | 667 | | |
---|
661 | 668 | | (2) A Roth individual retirement account under 26 USC 408A, as amended from time to time; |
---|
662 | 669 | | |
---|
663 | 670 | | (3) A deemed individual retirement account under 26 USC 408(q), as amended from time to time; |
---|
664 | 671 | | |
---|
665 | 672 | | (4) An annuity or mutual fund custodial account under 26 USC 403(b), as amended from time to time; |
---|
666 | 673 | | |
---|
667 | 674 | | (5) A pension, profit sharing, stock bonus or other retirement plan qualified under 26 USC 401(a), as amended from time to time; |
---|
668 | 675 | | |
---|
669 | 676 | | (6) A plan under 26 USC 457(b), as amended from time to time; and |
---|
670 | 677 | | |
---|
671 | 678 | | (7) A nonqualified deferred compensation plan under 26 USC 409A, as amended from time to time. |
---|
672 | 679 | | |
---|
673 | 680 | | (b) Unless the power of attorney otherwise provides, language in a power of attorney granting general authority with respect to retirement plans authorizes the agent to: |
---|
674 | 681 | | |
---|
675 | 682 | | (1) Select the form and timing of payments under a retirement plan and withdraw benefits from a plan; |
---|
676 | 683 | | |
---|
677 | 684 | | (2) Make a rollover, including a direct trustee to trustee rollover, of benefits from one retirement plan to another; |
---|
678 | 685 | | |
---|
679 | 686 | | (3) Establish a retirement plan in the principal's name; |
---|
680 | 687 | | |
---|
681 | 688 | | (4) Make contributions to a retirement plan; |
---|
682 | 689 | | |
---|
683 | 690 | | (5) Exercise investment powers available under a retirement plan; and |
---|
684 | 691 | | |
---|
685 | 692 | | (6) Borrow from, sell assets to or purchase assets from a retirement plan. |
---|
686 | 693 | | |
---|
698 | 705 | | |
---|
699 | 706 | | (b) Unless the power of attorney otherwise provides, language in a power of attorney granting general authority with respect to gifts authorizes the agent only to: |
---|
700 | 707 | | |
---|
701 | 708 | | (1) Make outright to, or for the benefit of, a person, a gift of any of the principal's property, including by the exercise of a presently exercisable general power of appointment held by the principal, in an amount per donee not to exceed the annual dollar limits of the federal gift tax exclusion under 26 USC 2503(b), as amended from time to time, without regard to whether the federal gift tax exclusion applies to the gift, or if the principal's spouse agrees to consent to a split gift pursuant to 26 USC 2513, as amended from time to time, in an amount per donee not to exceed twice the annual federal gift tax exclusion limit; and |
---|
702 | 709 | | |
---|
703 | 710 | | (2) Consent, pursuant to 26 USC 2513, as amended from time to time, to the splitting of a gift made by the principal's spouse in an amount per donee not to exceed the aggregate annual gift tax exclusions for both spouses. |
---|
704 | 711 | | |
---|
705 | 712 | | (c) An agent may make a gift of the principal's property only as the agent determines is consistent with the principal's objectives if actually known by the agent and, if unknown, as the agent determines is consistent with the principal's best interest based on all relevant factors, including: |
---|
706 | 713 | | |
---|
707 | 714 | | (1) The value and nature of the principal's property; |
---|
708 | 715 | | |
---|
709 | 716 | | (2) The principal's foreseeable obligations and need for maintenance; |
---|
710 | 717 | | |
---|
711 | 718 | | (3) Minimization of taxes, including income, estate, inheritance, generation skipping transfer and gift taxes; |
---|
712 | 719 | | |
---|
713 | 720 | | (4) Eligibility for a benefit, a program, or assistance under a federal or state statute or regulation; and |
---|
714 | 721 | | |
---|
715 | 722 | | (5) The principal's personal history of making or joining in making gifts. |
---|
716 | 723 | | |
---|
735 | | - | (A) real estate transactions (real property); ( ) |
---|
736 | | - | (B) chattel and goods transactions (tangible personal ( ) |
---|
737 | | - | property); |
---|
738 | | - | (C) bond, share and commodity transactions (stocks and ( ) |
---|
739 | | - | bonds); |
---|
740 | | - | (D) banking transactions (banks and other financial ( ) |
---|
741 | | - | institutions); |
---|
742 | | - | (E) business operating transactions (operation of entity or ( ) |
---|
743 | | - | business); |
---|
744 | | - | (F) insurance transactions (insurance and annuities); ( ) |
---|
745 | | - | (G) estate transactions (estates, trusts, and other beneficial ( ) |
---|
746 | | - | interests); |
---|
747 | | - | (H) claims and litigation; ( ) |
---|
748 | | - | (I) personal relationships and affairs (personal and family ( ) |
---|
749 | | - | maintenance); |
---|
750 | | - | (J) benefits from military service (benefits from governmental ( ) |
---|
751 | | - | programs or civil or military service); |
---|
752 | | - | (K) records, reports and statements; ( ) |
---|
753 | | - | (L) retirement plans; ( ) |
---|
754 | | - | (M) taxes; ( ) |
---|
755 | | - | (N) all other matters; ( ) |
---|
756 | | - | …………………………………………………………………… |
---|
757 | | - | …………………………………………………………………… |
---|
758 | | - | …………………………………………………………………… |
---|
759 | | - | …………………………………………………………………… |
---|
| 744 | + | This power of attorney becomes effective immediately unless you state otherwise in the special instructions. |
---|
773 | | - | property); |
---|
774 | | - | |
---|
775 | | - | (C) |
---|
776 | | - | |
---|
777 | | - | bond, share and commodity transactions (stocks and |
---|
778 | | - | |
---|
779 | | - | ( ) |
---|
780 | | - | |
---|
781 | | - | bonds); |
---|
782 | | - | |
---|
783 | | - | (D) |
---|
784 | | - | |
---|
785 | | - | banking transactions (banks and other financial |
---|
786 | | - | |
---|
787 | | - | ( ) |
---|
788 | | - | |
---|
789 | | - | institutions); |
---|
790 | | - | |
---|
791 | | - | (E) |
---|
792 | | - | |
---|
793 | | - | business operating transactions (operation of entity or |
---|
794 | | - | |
---|
795 | | - | ( ) |
---|
796 | | - | |
---|
797 | | - | business); |
---|
798 | | - | |
---|
799 | | - | (F) |
---|
800 | | - | |
---|
801 | | - | insurance transactions (insurance and annuities); |
---|
802 | | - | |
---|
803 | | - | ( ) |
---|
804 | | - | |
---|
805 | | - | (G) |
---|
806 | | - | |
---|
807 | | - | estate transactions (estates, trusts, and other beneficial |
---|
808 | | - | |
---|
809 | | - | ( ) |
---|
810 | | - | |
---|
811 | | - | interests); |
---|
812 | | - | |
---|
813 | | - | (H) |
---|
814 | | - | |
---|
815 | | - | claims and litigation; |
---|
816 | | - | |
---|
817 | | - | ( ) |
---|
818 | | - | |
---|
819 | | - | (I) |
---|
820 | | - | |
---|
821 | | - | personal relationships and affairs (personal and family |
---|
822 | | - | |
---|
823 | | - | ( ) |
---|
824 | | - | |
---|
825 | | - | maintenance); |
---|
826 | | - | |
---|
827 | | - | (J) |
---|
828 | | - | |
---|
829 | | - | benefits from military service (benefits from governmental |
---|
830 | | - | |
---|
831 | | - | ( ) |
---|
832 | | - | |
---|
833 | | - | programs or civil or military service); |
---|
834 | | - | |
---|
835 | | - | (K) |
---|
836 | | - | |
---|
837 | | - | records, reports and statements; |
---|
838 | | - | |
---|
839 | | - | ( ) |
---|
840 | | - | |
---|
841 | | - | (L) |
---|
842 | | - | |
---|
843 | | - | retirement plans; |
---|
844 | | - | |
---|
845 | | - | ( ) |
---|
846 | | - | |
---|
847 | | - | (M) |
---|
848 | | - | |
---|
849 | | - | taxes; |
---|
850 | | - | |
---|
851 | | - | ( ) |
---|
852 | | - | |
---|
853 | | - | (N) |
---|
854 | | - | |
---|
855 | | - | all other matters; |
---|
856 | | - | |
---|
857 | | - | ( ) |
---|
858 | | - | |
---|
859 | | - | …………………………………………………………………… |
---|
860 | | - | |
---|
861 | | - | …………………………………………………………………… |
---|
862 | | - | |
---|
863 | | - | …………………………………………………………………… |
---|
864 | | - | |
---|
865 | | - | …………………………………………………………………… |
---|
866 | | - | |
---|
867 | | - | (Special provisions and limitations may be included in the statutory form power of attorney only if they conform to the requirements of the Connecticut Uniform Power of Attorney Act. ) |
---|
868 | | - | |
---|
869 | | - | (Strike out below and initial in the opposite box any one or more of the subdivisions as to which the principal does NOT desire to give the agent authority. To strike out any subdivision the principal must draw a line through the text of that subdivision AND write his initials in the box opposite. ) |
---|
870 | | - | |
---|
871 | | - | (CAUTION: Granting any of the following will give your agent the authority to take actions that could significantly reduce your property or change how your property is distributed at your death. ) |
---|
872 | | - | |
---|
873 | | - | YOU SHOULD SEEK LEGAL ADVICE BEFORE |
---|
874 | | - | |
---|
875 | | - | INCLUDING THE FOLLOWING POWERS: |
---|
876 | | - | |
---|
877 | | - | |
---|
878 | | - | |
---|
879 | | - | (O) Create, amend, revoke or terminate an inter vivos trust, ( ) |
---|
880 | | - | provided in the case of a trust established for a disabled |
---|
881 | | - | person pursuant to 42 USC 1396p (d)(4)(A) or 42 USC |
---|
882 | | - | 1396p (d)(4)(C), the creation of such trust by an agent |
---|
883 | | - | shall be only as permitted by federal law |
---|
884 | | - | (P) Make a gift, subject to the limitations of the Connecticut ( ) |
---|
885 | | - | Uniform Power of Attorney Act and any special |
---|
886 | | - | instructions in this power of attorney. Unless otherwise |
---|
887 | | - | provided in the special instructions, gifts per recipient |
---|
888 | | - | may not exceed the annual dollar limits of the federal |
---|
889 | | - | gift tax exclusion under Internal Revenue Code Section |
---|
890 | | - | 2503(b), or if the principal's spouse agrees to consent to a |
---|
891 | | - | split gift pursuant to Internal Revenue Code Section |
---|
892 | | - | 2513, in an amount per recipient not to exceed twice the |
---|
893 | | - | annual federal gift tax exclusion limit. In addition, an |
---|
894 | | - | agent must determine that gifts are consistent with the |
---|
895 | | - | principal's objectives if actually known by the agent and, |
---|
896 | | - | if unknown, as the agent determines is consistent with |
---|
897 | | - | the principal's best interest based on all relevant factors |
---|
898 | | - | (Q) Create or change rights of survivorship ( ) |
---|
899 | | - | (R) Create or change a beneficiary designation ( ) |
---|
900 | | - | (S) Authorize another person to exercise the authority ( ) |
---|
901 | | - | granted under this power of attorney |
---|
902 | | - | (T) Waive the principal's right to be a beneficiary of a joint ( ) |
---|
903 | | - | and survivor annuity, including a survivor benefit under |
---|
904 | | - | a retirement plan |
---|
905 | | - | (U) Exercise fiduciary powers that the principal has authority ( ) |
---|
906 | | - | to delegate |
---|
907 | | - | (V) Disclaim or refuse an interest in property, including a ( ) |
---|
908 | | - | power of appointment |
---|
909 | | - | |
---|
910 | | - | (O) |
---|
911 | | - | |
---|
912 | | - | Create, amend, revoke or terminate an inter vivos trust, |
---|
913 | | - | |
---|
914 | | - | ( ) |
---|
915 | | - | |
---|
916 | | - | provided in the case of a trust established for a disabled |
---|
917 | | - | |
---|
918 | | - | person pursuant to 42 USC 1396p (d)(4)(A) or 42 USC |
---|
919 | | - | |
---|
920 | | - | 1396p (d)(4)(C), the creation of such trust by an agent |
---|
921 | | - | |
---|
922 | | - | shall be only as permitted by federal law |
---|
923 | | - | |
---|
924 | | - | (P) |
---|
925 | | - | |
---|
926 | | - | Make a gift, subject to the limitations of the Connecticut |
---|
927 | | - | |
---|
928 | | - | ( ) |
---|
929 | | - | |
---|
930 | | - | Uniform Power of Attorney Act and any special |
---|
931 | | - | |
---|
932 | | - | instructions in this power of attorney. Unless otherwise |
---|
933 | | - | |
---|
934 | | - | provided in the special instructions, gifts per recipient |
---|
935 | | - | |
---|
936 | | - | may not exceed the annual dollar limits of the federal |
---|
937 | | - | |
---|
938 | | - | gift tax exclusion under Internal Revenue Code Section |
---|
939 | | - | |
---|
940 | | - | 2503(b), or if the principal's spouse agrees to consent to a |
---|
941 | | - | |
---|
942 | | - | split gift pursuant to Internal Revenue Code Section |
---|
943 | | - | |
---|
944 | | - | 2513, in an amount per recipient not to exceed twice the |
---|
945 | | - | |
---|
946 | | - | annual federal gift tax exclusion limit. In addition, an |
---|
947 | | - | |
---|
948 | | - | agent must determine that gifts are consistent with the |
---|
949 | | - | |
---|
950 | | - | principal's objectives if actually known by the agent and, |
---|
951 | | - | |
---|
952 | | - | if unknown, as the agent determines is consistent with |
---|
953 | | - | |
---|
954 | | - | the principal's best interest based on all relevant factors |
---|
955 | | - | |
---|
956 | | - | (Q) |
---|
957 | | - | |
---|
958 | | - | Create or change rights of survivorship |
---|
959 | | - | |
---|
960 | | - | ( ) |
---|
961 | | - | |
---|
962 | | - | (R) |
---|
963 | | - | |
---|
964 | | - | Create or change a beneficiary designation |
---|
965 | | - | |
---|
966 | | - | ( ) |
---|
967 | | - | |
---|
968 | | - | (S) |
---|
969 | | - | |
---|
970 | | - | Authorize another person to exercise the authority |
---|
971 | | - | |
---|
972 | | - | ( ) |
---|
973 | | - | |
---|
974 | | - | granted under this power of attorney |
---|
975 | | - | |
---|
976 | | - | (T) |
---|
977 | | - | |
---|
978 | | - | Waive the principal's right to be a beneficiary of a joint |
---|
979 | | - | |
---|
980 | | - | ( ) |
---|
981 | | - | |
---|
982 | | - | and survivor annuity, including a survivor benefit under |
---|
983 | | - | |
---|
984 | | - | a retirement plan |
---|
985 | | - | |
---|
986 | | - | (U) |
---|
987 | | - | |
---|
988 | | - | Exercise fiduciary powers that the principal has authority |
---|
989 | | - | |
---|
990 | | - | ( ) |
---|
991 | | - | |
---|
992 | | - | to delegate |
---|
993 | | - | |
---|
994 | | - | (V) |
---|
995 | | - | |
---|
996 | | - | Disclaim or refuse an interest in property, including a |
---|
997 | | - | |
---|
998 | | - | ( ) |
---|
999 | | - | |
---|
1000 | | - | power of appointment |
---|
1001 | | - | |
---|
1002 | | - | Second: With full and unqualified authority to delegate any or all of the foregoing powers to any person or persons whom my agent(s) shall select; |
---|
1003 | | - | |
---|
1004 | | - | Third: Hereby ratifying and confirming all that said agent(s) or substitute(s) do or cause to be done. |
---|
1005 | | - | |
---|
1006 | | - | Fourth: |
---|
1007 | | - | |
---|
1008 | | - | LIMITATION ON AGENT'S AUTHORITY |
---|
1009 | | - | |
---|
1010 | | - | An agent that is not my ancestor, spouse, or descendant MAY NOT use my property to benefit the agent or a person to whom the agent owes an obligation of support unless I have included that authority in the special instructions. |
---|
1011 | | - | |
---|
1012 | | - | Fifth: |
---|
| 758 | + | Agent's Address: ____________________________________________ |
---|
1028 | | - | Sixth: |
---|
| 774 | + | GRANT OF GENERAL AUTHORITY |
---|
| 775 | + | |
---|
| 776 | + | I grant my agent and any successor agent general authority to act for me with respect to the following subjects as defined in the Connecticut Uniform Power of Attorney Act, sections 1 to 45, inclusive, of this act: |
---|
| 777 | + | |
---|
| 778 | + | (INITIAL each subject you want to include in the agent's general authority. If you wish to grant general authority over all of the subjects you may initial "All Preceding Subjects" instead of initialing each subject.) |
---|
| 779 | + | |
---|
| 780 | + | (___) Real Property |
---|
| 781 | + | |
---|
| 782 | + | (___) Tangible Personal Property |
---|
| 783 | + | |
---|
| 784 | + | (___) Stocks and Bonds |
---|
| 785 | + | |
---|
| 786 | + | (___) Commodities and Options |
---|
| 787 | + | |
---|
| 788 | + | (___) Banks and Other Financial Institutions |
---|
| 789 | + | |
---|
| 790 | + | (___) Operation of Entity or Business |
---|
| 791 | + | |
---|
| 792 | + | (___) Insurance and Annuities |
---|
| 793 | + | |
---|
| 794 | + | (___) Estates, Trusts and Other Beneficial Interests |
---|
| 795 | + | |
---|
| 796 | + | (___) Claims and Litigation |
---|
| 797 | + | |
---|
| 798 | + | (___) Personal and Family Maintenance |
---|
| 799 | + | |
---|
| 800 | + | (___) Benefits from Governmental Programs or Civil or Military Service |
---|
| 801 | + | |
---|
| 802 | + | (___) Retirement Plans |
---|
| 803 | + | |
---|
| 804 | + | (___) Taxes |
---|
| 805 | + | |
---|
| 806 | + | (___) All Preceding Subjects |
---|
| 807 | + | |
---|
| 808 | + | GRANT OF SPECIFIC AUTHORITY (OPTIONAL) |
---|
| 809 | + | |
---|
| 810 | + | My agent MAY NOT do any of the following specific acts for me UNLESS I have INITIALED the specific authority listed below: |
---|
| 811 | + | |
---|
| 812 | + | (CAUTION: Granting any of the following will give your agent the authority to take actions that could significantly reduce your property or change how your property is distributed at your death. INITIAL ONLY the specific authority you WANT to give your agent.) |
---|
| 813 | + | |
---|
| 814 | + | YOU SHOULD SEEK LEGAL ADVICE BEFORE INCLUDING THE FOLLOWING POWERS. |
---|
| 815 | + | |
---|
| 816 | + | (___) Create, amend, revoke or terminate an inter vivos trust, provided, in the case of a trust established pursuant to 42 USC 1396p (d)(4)(A) or 42 USC 1396p (d)(4)(C), the creation of such trust by an attorney in fact shall be only as permitted by federal law |
---|
| 817 | + | |
---|
| 818 | + | (___) Make a gift, subject to the limitations of the Connecticut Uniform Power of Attorney Act and any special instructions in this power of attorney. Unless otherwise provided in the special instructions, gifts per recipient may not exceed the annual dollar limits of the federal gift tax exclusion under Internal Revenue Code Section 2503(b), or if the principal's spouse agrees to consent to a split gift pursuant to Internal Revenue Code Section 2513, in an amount per recipient not to exceed twice the annual federal gift tax exclusion limit. In addition, an agent must determine that gifts are consistent with the principal's objectives if actually known by the agent and, if unknown, as the agent determines is consistent with the principal's best interest based on all relevant factors. |
---|
| 819 | + | |
---|
| 820 | + | (___) Create or change rights of survivorship |
---|
| 821 | + | |
---|
| 822 | + | (___) Create or change a beneficiary designation |
---|
| 823 | + | |
---|
| 824 | + | (___) Authorize another person to exercise the authority granted under this power of attorney |
---|
| 825 | + | |
---|
| 826 | + | (___) Waive the principal's right to be a beneficiary of a joint and survivor annuity, including a survivor benefit under a retirement plan |
---|
| 827 | + | |
---|
| 828 | + | (___) Exercise fiduciary powers that the principal has authority to delegate |
---|
| 829 | + | |
---|
| 830 | + | (___) Disclaim or refuse an interest in property, including a power of appointment |
---|
| 831 | + | |
---|
| 832 | + | LIMITATION ON AGENT'S AUTHORITY |
---|
| 833 | + | |
---|
| 834 | + | An agent that is not my ancestor, spouse, or descendant MAY NOT use my property to benefit the agent or a person to whom the agent owes an obligation of support unless I have included that authority in the special instructions. |
---|
| 835 | + | |
---|
| 836 | + | SPECIAL INSTRUCTIONS (OPTIONAL) |
---|
| 837 | + | |
---|
| 838 | + | You may give special instructions on the following lines: |
---|
| 839 | + | |
---|
| 840 | + | ________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________ |
---|
| 841 | + | |
---|
| 842 | + | I approve these special instructions |
---|
| 843 | + | |
---|
| 844 | + | _____________________________________ _______________ |
---|
| 845 | + | |
---|
| 846 | + | Your Signature Date |
---|
1055 | 905 | | |
---|
1056 | 906 | | IMPORTANT INFORMATION FOR AGENT |
---|
1057 | 907 | | |
---|
1058 | 908 | | Agent's Duties |
---|
1059 | 909 | | |
---|
1060 | 910 | | When you accept the authority granted under this power of attorney, a special legal relationship is created between you and the principal. This relationship continues until you resign or the power of attorney is terminated or revoked. You must: |
---|
1061 | 911 | | |
---|
1062 | 912 | | (1) Do what you know the principal reasonably expects you to do with the principal's property or, if you do not know the principal's expectations, act in the principal's best interest; |
---|
1063 | 913 | | |
---|
1064 | 914 | | (2) Act in good faith; |
---|
1065 | 915 | | |
---|
1066 | 916 | | (3) Do nothing beyond the authority granted in this power of attorney; and |
---|
1067 | 917 | | |
---|
1068 | 918 | | (4) Disclose your identity as an agent whenever you act for the principal by writing or printing the name of the principal and signing your own name as "agent" in the following manner: |
---|
1069 | 919 | | |
---|
1070 | 920 | | (Principal's Name) by (Your Signature) as Agent |
---|
1071 | 921 | | |
---|
1072 | 922 | | Unless the special instructions in this power of attorney state otherwise, you must also: |
---|
1073 | 923 | | |
---|
1074 | 924 | | (1) Act loyally for the principal's benefit; |
---|
1075 | 925 | | |
---|
1076 | 926 | | (2) Avoid conflicts that would impair your ability to act in the principal's best interest; |
---|
1077 | 927 | | |
---|
1078 | 928 | | (3) Act with care, competence, and diligence; |
---|
1079 | 929 | | |
---|
1080 | 930 | | (4) Keep a record of all receipts, disbursements, and transactions made on behalf of the principal; |
---|
1081 | 931 | | |
---|
1082 | 932 | | (5) Cooperate with any person that has authority to make health care decisions for the principal to do what you know the principal reasonably expects or, if you do not know the principal's expectations, to act in the principal's best interest; and |
---|
1083 | 933 | | |
---|
1084 | 934 | | (6) Attempt to preserve the principal's estate plan if you know the plan and preserving the plan is consistent with the principal's best interest. |
---|
1085 | 935 | | |
---|
1086 | 936 | | Termination of Agent's Authority |
---|
1087 | 937 | | |
---|
1088 | 938 | | You must stop acting on behalf of the principal if you learn of any event that terminates this power of attorney or your authority under this power of attorney. Events that terminate a power of attorney or your authority to act under a power of attorney include: |
---|
1089 | 939 | | |
---|
1090 | 940 | | (1) Death of the principal; |
---|
1091 | 941 | | |
---|
1092 | 942 | | (2) The principal's revocation of the power of attorney or your authority; |
---|
1093 | 943 | | |
---|
1094 | 944 | | (3) The occurrence of a termination event stated in the power of attorney; |
---|
1095 | 945 | | |
---|
1096 | 946 | | (4) The purpose of the power of attorney is fully accomplished; or |
---|
1097 | 947 | | |
---|
1191 | 1039 | | |
---|
1192 | 1040 | | (a) Courts of probate shall have jurisdiction of the interim and final accounts of testamentary trustees, trustees appointed by the courts of probate, conservators, guardians, persons appointed by probate courts to sell the land of minors, executors, administrators and trustees in insolvency, and, to the extent provided for in this section, shall have jurisdiction of accounts of the actions of trustees of inter vivos trusts and [attorneys-in-fact] agents acting under powers of attorney. |
---|
1193 | 1041 | | |
---|
1194 | 1042 | | (b) A trustee or settlor of an inter vivos trust [or an attorney-in-fact] or the successor of the trustee, settlor [or attorney-in-fact or the grantor of such power of attorney] or his legal representative may make application to the court of probate for the district where the trustee, or any one of them, [or the attorney-in-fact] has any place of business or to the court of probate for the district where the trustee or any one of them or the settlor [or the attorney-in-fact or the grantor of the power] resides or, in the case of a deceased settlor, [or grantor,] to the court of probate having jurisdiction over the estate of the settlor [or grantor] or for the district in which the settlor [or grantor] resided immediately prior to death for submission to the jurisdiction of the court of an account for allowance of the trustee's [or attorney's] actions under such trust. [or power.] |
---|
1195 | 1043 | | |
---|
1196 | 1044 | | (c) (1) Any beneficiary of an inter vivos trust may petition a court of probate having jurisdiction under this section for an accounting by the trustee or trustees. The court may, after hearing with notice to all interested parties, grant the petition and require an accounting for such periods of time as it determines are reasonable and necessary on finding that: (A) The beneficiary has an interest in the trust sufficient to entitle him to an accounting, (B) cause has been shown that an accounting is necessary, and (C) the petition is not for the purpose of harassment. |
---|
1197 | 1045 | | |
---|
1198 | 1046 | | (2) A court of probate shall have jurisdiction to require an accounting under subdivision (1) of this subsection if (A) a trustee of the trust resides in its district, (B) in the case of a corporate trustee, the trustee has any place of business in the district, (C) any of the trust assets are maintained or evidences of intangible property of the trust are situated in the district, or (D) the settlor resides in the district or, in the case of a deceased settlor, resided in the district immediately prior to death. |
---|
1199 | 1047 | | |
---|
1200 | 1048 | | (3) As used in subdivision (1) of this subsection, "beneficiary" means any person currently receiving payments of income or principal from the trust, or who may be entitled to receive income or principal or both from the trust at some future date, or the legal representative of such person. |
---|
1201 | 1049 | | |
---|
1202 | 1050 | | (d) Any of the persons specified in section 16 of this act may make application to the court of probate for the district where the agent has any place of business or to the court of probate for the district where the agent or the principal resides or, in the case of a deceased principal, to the court of probate having jurisdiction over the estate of the principal or for the district in which the principal resided immediately prior to death, for an accounting or other relief as provided in section 16 of this act. The court shall grant the petition if filed by the principal, agent, guardian, conservator or other fiduciary acting for the principal. The court may grant a petition filed by any other person specified in section 16 of this act if it finds that (1) the petitioner has an interest sufficient to entitle him to the relief requested, (2) cause has been shown that such relief is necessary, and (3) the petition is not for the purpose of harassment. |
---|
1203 | 1051 | | |
---|
1204 | 1052 | | [(d)] (e) The action to submit an accounting to the court, whether by an inter vivos trustee or [attorney] agent acting under a power of attorney or whether pursuant to petition of another party, shall not subject the trust or the power of attorney to the continuing jurisdiction of the Probate Court. |
---|
1205 | 1053 | | |
---|
1206 | 1054 | | [(e)] (f) If the court finds such appointment to be necessary and in the best interests of the estate, the court upon its own motion may appoint an auditor to be selected from a list provided by the Probate Court Administrator, to examine accounts over which the court has jurisdiction under this section, except those accounts on matters in which the fiduciary or cofiduciary is a corporation having trust powers. The Probate Court Administrator shall promulgate regulations in accordance with section 45a-77 concerning the compilation of a list of qualified auditors. Costs of the audit may be charged to the fiduciary, any party in interest and the estate, in such proportion as the court shall direct if the court finds such charge to be equitable. Any such share may be paid from the fund established under section 45a-82, subject to the approval of the Probate Court Administrator, if it is determined that the person obligated to pay such share is unable to pay or to charge such amount to the estate would cause undue hardship. |
---|
1207 | 1055 | | |
---|
1208 | 1056 | | [(f)] (g) Upon the allowance of any such account, the court shall determine the rights of the fiduciaries or the [attorney-in-fact] agent under a power of attorney rendering the account and of the parties interested in the account, including the relief authorized under section 17 of this act, subject to appeal as in other cases. The court shall cause notice of the hearing on the account to be given in such manner and to such parties as it directs. |
---|
1209 | 1057 | | |
---|
1210 | 1058 | | [(g)] (h) In any action under this section, the Probate Court shall have, in addition to powers pursuant to this section, all the powers available to a judge of the Superior Court at law and in equity pertaining to matters under this section. |
---|
1211 | 1059 | | |
---|
1217 | 1065 | | |
---|
1218 | 1066 | | (a) At any hearing on an application for involuntary representation, before the court receives any evidence regarding the condition of the respondent or of the respondent's affairs, the court shall require clear and convincing evidence that the court has jurisdiction, that the respondent has been given notice as required in section 45a-649, and that the respondent has been advised of the right to retain an attorney pursuant to section 45a-649a and is either represented by an attorney or has waived the right to be represented by an attorney. The respondent shall have the right to attend any hearing held under this section. |
---|
1219 | 1067 | | |
---|
1220 | 1068 | | (b) The rules of evidence applicable to civil matters in the Superior Court shall apply to all hearings pursuant to this section. All testimony at a hearing held pursuant to this section shall be given under oath or affirmation. |
---|
1221 | 1069 | | |
---|
1222 | 1070 | | (c) (1) After making the findings required under subsection (a) of this section, the court shall receive evidence regarding the respondent's condition, the capacity of the respondent to care for himself or herself or to manage his or her affairs, and the ability of the respondent to meet his or her needs without the appointment of a conservator. Unless waived by the court pursuant to subdivision (2) of this subsection, medical evidence shall be introduced from one or more physicians licensed to practice medicine in this state who have examined the respondent not more than forty-five days prior to the hearing, except that for a person with intellectual disability, as defined in section 1-1g, psychological evidence may be introduced in lieu of such medical evidence from a psychologist licensed pursuant to chapter 383 who has examined the respondent not more than forty-five days prior to the hearing. The evidence shall contain specific information regarding the respondent's condition and the effect of the respondent's condition on the respondent's ability to care for himself or herself or to manage his or her affairs. The court may also consider such other evidence as may be available and relevant, including, but not limited to, a summary of the physical and social functioning level or ability of the respondent, and the availability of support services from the family, neighbors, community or any other appropriate source. Such evidence may include, if available, reports from the social work service of a general hospital, municipal social worker, director of social service, public health nurse, public health agency, psychologist, coordinating assessment and monitoring agencies, or such other persons as the court considers qualified to provide such evidence. |
---|
1223 | 1071 | | |
---|
1224 | 1072 | | (2) The court may waive the requirement that medical evidence be presented if it is shown that the evidence is impossible to obtain because of the absence of the respondent or the respondent's refusal to be examined by a physician or that the alleged incapacity is not medical in nature. If such requirement is waived, the court shall make a specific finding in any decree issued on the application stating why medical evidence was not required. |
---|
1225 | 1073 | | |
---|
1226 | 1074 | | (3) Any hospital, psychiatric, psychological or medical record or report filed with the court pursuant to this subsection shall be confidential. |
---|
1227 | 1075 | | |
---|
1228 | 1076 | | (d) Upon the filing of an application for involuntary representation pursuant to section 45a-648, the court shall issue an order for the disclosure of the medical information required pursuant to this section and any psychological information submitted with respect to a person with intellectual disability pursuant to subsection (c) of this section to the respondent's attorney and, upon request, to the respondent. The court may issue an order for the disclosure of such information to any other person as the court determines necessary. |
---|
1229 | 1077 | | |
---|
1230 | 1078 | | (e) Notwithstanding the provisions of section 45a-7, the court may hold the hearing on the application at a place other than its usual courtroom if it would facilitate attendance by the respondent. |
---|
1231 | 1079 | | |
---|
1232 | 1080 | | (f) (1) If the court finds by clear and convincing evidence that the respondent is incapable of managing the respondent's affairs, that the respondent's affairs cannot be managed adequately without the appointment of a conservator and that the appointment of a conservator is the least restrictive means of intervention available to assist the respondent in managing the respondent's affairs, the court may appoint a conservator of his or her estate after considering the factors set forth in subsection (g) of this section. |
---|
1233 | 1081 | | |
---|
1234 | 1082 | | (2) If the court finds by clear and convincing evidence that the respondent is incapable of caring for himself or herself, that the respondent cannot be cared for adequately without the appointment of a conservator and that the appointment of a conservator is the least restrictive means of intervention available to assist the respondent in caring for himself or herself, the court may appoint a conservator of his or her person after considering the factors set forth in subsection (g) of this section. |
---|
1235 | 1083 | | |
---|
1236 | 1084 | | (3) No conservator may be appointed if the respondent's personal needs and property management are being met adequately by an agency or individual appointed pursuant to the provisions of sections 8 and 41 of this act, or section [1-43,] 19a-575a, 19a-577, 19a-580e, as amended by this act, or 19a-580g. |
---|
1237 | 1085 | | |
---|
1238 | 1086 | | (g) When determining whether a conservator should be appointed the court shall consider the following factors: (1) The abilities of the respondent; (2) the respondent's capacity to understand and articulate an informed preference regarding the care of his or her person or the management of his or her affairs; (3) any relevant and material information obtained from the respondent; (4) evidence of the respondent's past preferences and life style choices; (5) the respondent's cultural background; (6) the desirability of maintaining continuity in the respondent's life and environment; (7) whether the respondent had previously made adequate alternative arrangements for the care of his or her person or for the management of his or her affairs, including, but not limited to, the execution of a durable power of attorney, springing power of attorney, the appointment of a health care representative or health care agent, the execution of a living will or trust or the execution of any other similar document; (8) any relevant and material evidence from the respondent's family and any other person regarding the respondent's past practices and preferences; and (9) any supportive services, technologies or other means that are available to assist the respondent in meeting his or her needs. |
---|
1239 | 1087 | | |
---|
1240 | 1088 | | (h) The respondent or conserved person may appoint, designate or nominate a conservator or successor conservator pursuant to section 19a-575a, 19a-580e, as amended by this act, 19a-580g or 45a-645, as amended by this act, or may, orally or in writing, nominate a conservator or successor conservator who shall be appointed unless the court finds that the appointee, designee or nominee is unwilling or unable to serve or there is substantial evidence to disqualify such person. If there is no such appointment, designation or nomination or if the court does not appoint the person appointed, designated or nominated by the respondent or conserved person, the court may appoint any qualified person, authorized public official or corporation in accordance with subsections (a) and (b) of section 45a-644. In considering whom to appoint as conservator or successor conservator, the court shall consider (1) the extent to which a proposed conservator has knowledge of the respondent's or conserved person's preferences regarding the care of his or her person or the management of his or her affairs, (2) the ability of the proposed conservator to carry out the duties, responsibilities and powers of a conservator, (3) the cost of the proposed conservatorship to the estate of the respondent or conserved person, (4) the proposed conservator's commitment to promoting the respondent's or conserved person's welfare and independence, and (5) any existing or potential conflicts of interest of the proposed conservator. |
---|
1241 | 1089 | | |
---|
1242 | 1090 | | (i) If the court appoints a conservator of the estate of the respondent, the court shall require a probate bond. The court may, if it considers it necessary for the protection of the respondent, require a bond of any conservator of the person appointed under this section. |
---|
1243 | 1091 | | |
---|
1244 | 1092 | | (j) Absent the court's order to the contrary and except as otherwise provided in subsection (b) of section 19a-580e, a conservator appointed pursuant to this section shall be bound by all health care decisions properly made by the conserved person's health care representative. |
---|
1245 | 1093 | | |
---|
1246 | 1094 | | (k) In assigning the duties of a conservator under this section the court may, in accordance with section 8 of this act, limit, suspend or terminate the authority of an agent designated by the conserved person to act under a power of attorney; and the court shall enter a specific order as to whether the authority of the agent is limited, suspended or terminated. |
---|
1247 | 1095 | | |
---|
1248 | 1096 | | [(k) A] (l) Except as provided in subsection (k) of this section, a conserved person and his agent under a power of attorney shall retain all rights and authority not expressly assigned to the conservator. |
---|
1249 | 1097 | | |
---|
1250 | 1098 | | [(l)] (m) The court shall assign to a conservator appointed under this section only the duties and authority that are the least restrictive means of intervention necessary to meet the needs of the conserved person. The court shall find by clear and convincing evidence that such duties and authority restrict the decision-making authority of the conserved person only to the extent necessary to provide for the personal needs or property management of the conserved person. Such personal needs and property management shall be provided in a manner appropriate to the conserved person. The court shall make a finding of the clear and convincing evidence that supports the need for each duty and authority assigned to the conservator. |
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1251 | 1099 | | |
---|
1252 | 1100 | | [(m)] (n) Nothing in this chapter shall impair, limit or diminish a conserved person's right to retain an attorney to represent such person or to seek redress of grievances in any court or administrative agency, including proceedings in the nature of habeas corpus arising out of any limitations imposed on the conserved person by court action taken under this chapter, chapter 319i, chapter 319j or section 45a-242. In any other proceeding in which the conservator has retained counsel for the conserved person, the conserved person may request the Court of Probate to direct the conservator to substitute an attorney chosen by the conserved person. |
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1253 | 1101 | | |
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1298 | | - | Sec. 57. Sections 1-42 to 1-56, inclusive, of the general statutes, sections 1-56h to 1-56k, inclusive, of the general statutes and section 45a-562 of the general statutes are repealed. (Effective July 1, 2016) |
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| 1144 | + | |
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| 1145 | + | This act shall take effect as follows and shall amend the following sections: |
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| 1146 | + | Section 1 October 1, 2015 New section |
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| 1147 | + | Sec. 2 October 1, 2015 New section |
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| 1148 | + | Sec. 3 October 1, 2015 New section |
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| 1149 | + | Sec. 4 October 1, 2015 New section |
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| 1150 | + | Sec. 5 October 1, 2015 New section |
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| 1151 | + | Sec. 6 October 1, 2015 New section |
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| 1152 | + | Sec. 7 October 1, 2015 New section |
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| 1153 | + | Sec. 8 October 1, 2015 New section |
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| 1154 | + | Sec. 9 October 1, 2015 New section |
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| 1155 | + | Sec. 10 October 1, 2015 New section |
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| 1156 | + | Sec. 11 October 1, 2015 New section |
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| 1157 | + | Sec. 12 October 1, 2015 New section |
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| 1158 | + | Sec. 13 October 1, 2015 New section |
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| 1159 | + | Sec. 14 October 1, 2015 New section |
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| 1160 | + | Sec. 15 October 1, 2015 New section |
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| 1161 | + | Sec. 16 October 1, 2015 New section |
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| 1162 | + | Sec. 17 October 1, 2015 New section |
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| 1163 | + | Sec. 18 October 1, 2015 New section |
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| 1164 | + | Sec. 19 October 1, 2015 New section |
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| 1165 | + | Sec. 20 October 1, 2015 New section |
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| 1166 | + | Sec. 21 October 1, 2015 New section |
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| 1167 | + | Sec. 22 October 1, 2015 New section |
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| 1168 | + | Sec. 23 October 1, 2015 New section |
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| 1169 | + | Sec. 24 October 1, 2015 New section |
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| 1170 | + | Sec. 25 October 1, 2015 New section |
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| 1171 | + | Sec. 26 October 1, 2015 New section |
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| 1172 | + | Sec. 27 October 1, 2015 New section |
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| 1173 | + | Sec. 28 October 1, 2015 New section |
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| 1174 | + | Sec. 29 October 1, 2015 New section |
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| 1175 | + | Sec. 30 October 1, 2015 New section |
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| 1176 | + | Sec. 31 October 1, 2015 New section |
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| 1177 | + | Sec. 32 October 1, 2015 New section |
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| 1178 | + | Sec. 33 October 1, 2015 New section |
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| 1179 | + | Sec. 34 October 1, 2015 New section |
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| 1180 | + | Sec. 35 October 1, 2015 New section |
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| 1181 | + | Sec. 36 October 1, 2015 New section |
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| 1182 | + | Sec. 37 October 1, 2015 New section |
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| 1183 | + | Sec. 38 October 1, 2015 New section |
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| 1184 | + | Sec. 39 October 1, 2015 New section |
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| 1185 | + | Sec. 40 October 1, 2015 New section |
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| 1186 | + | Sec. 41 October 1, 2015 New section |
---|
| 1187 | + | Sec. 42 October 1, 2015 New section |
---|
| 1188 | + | Sec. 43 October 1, 2015 New section |
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| 1189 | + | Sec. 44 October 1, 2015 New section |
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| 1190 | + | Sec. 45 October 1, 2015 New section |
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| 1191 | + | Sec. 46 October 1, 2015 45a-98(a) |
---|
| 1192 | + | Sec. 47 October 1, 2015 45a-175 |
---|
| 1193 | + | Sec. 48 October 1, 2015 45a-645(b) |
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| 1194 | + | Sec. 49 October 1, 2015 45a-650 |
---|
| 1195 | + | Sec. 50 October 1, 2015 47-5 |
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| 1196 | + | Sec. 51 October 1, 2015 19a-580f(c) |
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| 1197 | + | Sec. 52 October 1, 2015 45a-582 |
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| 1198 | + | Sec. 53 October 1, 2015 45a-660(a) |
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| 1199 | + | Sec. 54 October 1, 2015 19a-580e(a) |
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| 1200 | + | Sec. 55 October 1, 2015 45a-318(a)(2) |
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| 1201 | + | Sec. 56 October 1, 2015 Repealer section |
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| 1202 | + | |
---|
| 1203 | + | This act shall take effect as follows and shall amend the following sections: |
---|
| 1204 | + | |
---|
| 1205 | + | Section 1 |
---|
| 1206 | + | |
---|
| 1207 | + | October 1, 2015 |
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| 1208 | + | |
---|
| 1209 | + | New section |
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| 1210 | + | |
---|
| 1211 | + | Sec. 2 |
---|
| 1212 | + | |
---|
| 1213 | + | October 1, 2015 |
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| 1214 | + | |
---|
| 1215 | + | New section |
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| 1216 | + | |
---|
| 1217 | + | Sec. 3 |
---|
| 1218 | + | |
---|
| 1219 | + | October 1, 2015 |
---|
| 1220 | + | |
---|
| 1221 | + | New section |
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| 1222 | + | |
---|
| 1223 | + | Sec. 4 |
---|
| 1224 | + | |
---|
| 1225 | + | October 1, 2015 |
---|
| 1226 | + | |
---|
| 1227 | + | New section |
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| 1228 | + | |
---|
| 1229 | + | Sec. 5 |
---|
| 1230 | + | |
---|
| 1231 | + | October 1, 2015 |
---|
| 1232 | + | |
---|
| 1233 | + | New section |
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| 1234 | + | |
---|
| 1235 | + | Sec. 6 |
---|
| 1236 | + | |
---|
| 1237 | + | October 1, 2015 |
---|
| 1238 | + | |
---|
| 1239 | + | New section |
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| 1240 | + | |
---|
| 1241 | + | Sec. 7 |
---|
| 1242 | + | |
---|
| 1243 | + | October 1, 2015 |
---|
| 1244 | + | |
---|
| 1245 | + | New section |
---|
| 1246 | + | |
---|
| 1247 | + | Sec. 8 |
---|
| 1248 | + | |
---|
| 1249 | + | October 1, 2015 |
---|
| 1250 | + | |
---|
| 1251 | + | New section |
---|
| 1252 | + | |
---|
| 1253 | + | Sec. 9 |
---|
| 1254 | + | |
---|
| 1255 | + | October 1, 2015 |
---|
| 1256 | + | |
---|
| 1257 | + | New section |
---|
| 1258 | + | |
---|
| 1259 | + | Sec. 10 |
---|
| 1260 | + | |
---|
| 1261 | + | October 1, 2015 |
---|
| 1262 | + | |
---|
| 1263 | + | New section |
---|
| 1264 | + | |
---|
| 1265 | + | Sec. 11 |
---|
| 1266 | + | |
---|
| 1267 | + | October 1, 2015 |
---|
| 1268 | + | |
---|
| 1269 | + | New section |
---|
| 1270 | + | |
---|
| 1271 | + | Sec. 12 |
---|
| 1272 | + | |
---|
| 1273 | + | October 1, 2015 |
---|
| 1274 | + | |
---|
| 1275 | + | New section |
---|
| 1276 | + | |
---|
| 1277 | + | Sec. 13 |
---|
| 1278 | + | |
---|
| 1279 | + | October 1, 2015 |
---|
| 1280 | + | |
---|
| 1281 | + | New section |
---|
| 1282 | + | |
---|
| 1283 | + | Sec. 14 |
---|
| 1284 | + | |
---|
| 1285 | + | October 1, 2015 |
---|
| 1286 | + | |
---|
| 1287 | + | New section |
---|
| 1288 | + | |
---|
| 1289 | + | Sec. 15 |
---|
| 1290 | + | |
---|
| 1291 | + | October 1, 2015 |
---|
| 1292 | + | |
---|
| 1293 | + | New section |
---|
| 1294 | + | |
---|
| 1295 | + | Sec. 16 |
---|
| 1296 | + | |
---|
| 1297 | + | October 1, 2015 |
---|
| 1298 | + | |
---|
| 1299 | + | New section |
---|
| 1300 | + | |
---|
| 1301 | + | Sec. 17 |
---|
| 1302 | + | |
---|
| 1303 | + | October 1, 2015 |
---|
| 1304 | + | |
---|
| 1305 | + | New section |
---|
| 1306 | + | |
---|
| 1307 | + | Sec. 18 |
---|
| 1308 | + | |
---|
| 1309 | + | October 1, 2015 |
---|
| 1310 | + | |
---|
| 1311 | + | New section |
---|
| 1312 | + | |
---|
| 1313 | + | Sec. 19 |
---|
| 1314 | + | |
---|
| 1315 | + | October 1, 2015 |
---|
| 1316 | + | |
---|
| 1317 | + | New section |
---|
| 1318 | + | |
---|
| 1319 | + | Sec. 20 |
---|
| 1320 | + | |
---|
| 1321 | + | October 1, 2015 |
---|
| 1322 | + | |
---|
| 1323 | + | New section |
---|
| 1324 | + | |
---|
| 1325 | + | Sec. 21 |
---|
| 1326 | + | |
---|
| 1327 | + | October 1, 2015 |
---|
| 1328 | + | |
---|
| 1329 | + | New section |
---|
| 1330 | + | |
---|
| 1331 | + | Sec. 22 |
---|
| 1332 | + | |
---|
| 1333 | + | October 1, 2015 |
---|
| 1334 | + | |
---|
| 1335 | + | New section |
---|
| 1336 | + | |
---|
| 1337 | + | Sec. 23 |
---|
| 1338 | + | |
---|
| 1339 | + | October 1, 2015 |
---|
| 1340 | + | |
---|
| 1341 | + | New section |
---|
| 1342 | + | |
---|
| 1343 | + | Sec. 24 |
---|
| 1344 | + | |
---|
| 1345 | + | October 1, 2015 |
---|
| 1346 | + | |
---|
| 1347 | + | New section |
---|
| 1348 | + | |
---|
| 1349 | + | Sec. 25 |
---|
| 1350 | + | |
---|
| 1351 | + | October 1, 2015 |
---|
| 1352 | + | |
---|
| 1353 | + | New section |
---|
| 1354 | + | |
---|
| 1355 | + | Sec. 26 |
---|
| 1356 | + | |
---|
| 1357 | + | October 1, 2015 |
---|
| 1358 | + | |
---|
| 1359 | + | New section |
---|
| 1360 | + | |
---|
| 1361 | + | Sec. 27 |
---|
| 1362 | + | |
---|
| 1363 | + | October 1, 2015 |
---|
| 1364 | + | |
---|
| 1365 | + | New section |
---|
| 1366 | + | |
---|
| 1367 | + | Sec. 28 |
---|
| 1368 | + | |
---|
| 1369 | + | October 1, 2015 |
---|
| 1370 | + | |
---|
| 1371 | + | New section |
---|
| 1372 | + | |
---|
| 1373 | + | Sec. 29 |
---|
| 1374 | + | |
---|
| 1375 | + | October 1, 2015 |
---|
| 1376 | + | |
---|
| 1377 | + | New section |
---|
| 1378 | + | |
---|
| 1379 | + | Sec. 30 |
---|
| 1380 | + | |
---|
| 1381 | + | October 1, 2015 |
---|
| 1382 | + | |
---|
| 1383 | + | New section |
---|
| 1384 | + | |
---|
| 1385 | + | Sec. 31 |
---|
| 1386 | + | |
---|
| 1387 | + | October 1, 2015 |
---|
| 1388 | + | |
---|
| 1389 | + | New section |
---|
| 1390 | + | |
---|
| 1391 | + | Sec. 32 |
---|
| 1392 | + | |
---|
| 1393 | + | October 1, 2015 |
---|
| 1394 | + | |
---|
| 1395 | + | New section |
---|
| 1396 | + | |
---|
| 1397 | + | Sec. 33 |
---|
| 1398 | + | |
---|
| 1399 | + | October 1, 2015 |
---|
| 1400 | + | |
---|
| 1401 | + | New section |
---|
| 1402 | + | |
---|
| 1403 | + | Sec. 34 |
---|
| 1404 | + | |
---|
| 1405 | + | October 1, 2015 |
---|
| 1406 | + | |
---|
| 1407 | + | New section |
---|
| 1408 | + | |
---|
| 1409 | + | Sec. 35 |
---|
| 1410 | + | |
---|
| 1411 | + | October 1, 2015 |
---|
| 1412 | + | |
---|
| 1413 | + | New section |
---|
| 1414 | + | |
---|
| 1415 | + | Sec. 36 |
---|
| 1416 | + | |
---|
| 1417 | + | October 1, 2015 |
---|
| 1418 | + | |
---|
| 1419 | + | New section |
---|
| 1420 | + | |
---|
| 1421 | + | Sec. 37 |
---|
| 1422 | + | |
---|
| 1423 | + | October 1, 2015 |
---|
| 1424 | + | |
---|
| 1425 | + | New section |
---|
| 1426 | + | |
---|
| 1427 | + | Sec. 38 |
---|
| 1428 | + | |
---|
| 1429 | + | October 1, 2015 |
---|
| 1430 | + | |
---|
| 1431 | + | New section |
---|
| 1432 | + | |
---|
| 1433 | + | Sec. 39 |
---|
| 1434 | + | |
---|
| 1435 | + | October 1, 2015 |
---|
| 1436 | + | |
---|
| 1437 | + | New section |
---|
| 1438 | + | |
---|
| 1439 | + | Sec. 40 |
---|
| 1440 | + | |
---|
| 1441 | + | October 1, 2015 |
---|
| 1442 | + | |
---|
| 1443 | + | New section |
---|
| 1444 | + | |
---|
| 1445 | + | Sec. 41 |
---|
| 1446 | + | |
---|
| 1447 | + | October 1, 2015 |
---|
| 1448 | + | |
---|
| 1449 | + | New section |
---|
| 1450 | + | |
---|
| 1451 | + | Sec. 42 |
---|
| 1452 | + | |
---|
| 1453 | + | October 1, 2015 |
---|
| 1454 | + | |
---|
| 1455 | + | New section |
---|
| 1456 | + | |
---|
| 1457 | + | Sec. 43 |
---|
| 1458 | + | |
---|
| 1459 | + | October 1, 2015 |
---|
| 1460 | + | |
---|
| 1461 | + | New section |
---|
| 1462 | + | |
---|
| 1463 | + | Sec. 44 |
---|
| 1464 | + | |
---|
| 1465 | + | October 1, 2015 |
---|
| 1466 | + | |
---|
| 1467 | + | New section |
---|
| 1468 | + | |
---|
| 1469 | + | Sec. 45 |
---|
| 1470 | + | |
---|
| 1471 | + | October 1, 2015 |
---|
| 1472 | + | |
---|
| 1473 | + | New section |
---|
| 1474 | + | |
---|
| 1475 | + | Sec. 46 |
---|
| 1476 | + | |
---|
| 1477 | + | October 1, 2015 |
---|
| 1478 | + | |
---|
| 1479 | + | 45a-98(a) |
---|
| 1480 | + | |
---|
| 1481 | + | Sec. 47 |
---|
| 1482 | + | |
---|
| 1483 | + | October 1, 2015 |
---|
| 1484 | + | |
---|
| 1485 | + | 45a-175 |
---|
| 1486 | + | |
---|
| 1487 | + | Sec. 48 |
---|
| 1488 | + | |
---|
| 1489 | + | October 1, 2015 |
---|
| 1490 | + | |
---|
| 1491 | + | 45a-645(b) |
---|
| 1492 | + | |
---|
| 1493 | + | Sec. 49 |
---|
| 1494 | + | |
---|
| 1495 | + | October 1, 2015 |
---|
| 1496 | + | |
---|
| 1497 | + | 45a-650 |
---|
| 1498 | + | |
---|
| 1499 | + | Sec. 50 |
---|
| 1500 | + | |
---|
| 1501 | + | October 1, 2015 |
---|
| 1502 | + | |
---|
| 1503 | + | 47-5 |
---|
| 1504 | + | |
---|
| 1505 | + | Sec. 51 |
---|
| 1506 | + | |
---|
| 1507 | + | October 1, 2015 |
---|
| 1508 | + | |
---|
| 1509 | + | 19a-580f(c) |
---|
| 1510 | + | |
---|
| 1511 | + | Sec. 52 |
---|
| 1512 | + | |
---|
| 1513 | + | October 1, 2015 |
---|
| 1514 | + | |
---|
| 1515 | + | 45a-582 |
---|
| 1516 | + | |
---|
| 1517 | + | Sec. 53 |
---|
| 1518 | + | |
---|
| 1519 | + | October 1, 2015 |
---|
| 1520 | + | |
---|
| 1521 | + | 45a-660(a) |
---|
| 1522 | + | |
---|
| 1523 | + | Sec. 54 |
---|
| 1524 | + | |
---|
| 1525 | + | October 1, 2015 |
---|
| 1526 | + | |
---|
| 1527 | + | 19a-580e(a) |
---|
| 1528 | + | |
---|
| 1529 | + | Sec. 55 |
---|
| 1530 | + | |
---|
| 1531 | + | October 1, 2015 |
---|
| 1532 | + | |
---|
| 1533 | + | 45a-318(a)(2) |
---|
| 1534 | + | |
---|
| 1535 | + | Sec. 56 |
---|
| 1536 | + | |
---|
| 1537 | + | October 1, 2015 |
---|
| 1538 | + | |
---|
| 1539 | + | Repealer section |
---|
| 1540 | + | |
---|
| 1541 | + | Statement of Legislative Commissioners: |
---|
| 1542 | + | |
---|
| 1543 | + | In Section 47(b), the first occurrence of "or an attorney-in-fact" was bracketed for consistency with the rest of the subsection. New sections 54 and 55 were added to the bill in order to make technical conforming changes necessitated by the repeal of section 1-52. |
---|
| 1544 | + | |
---|
| 1545 | + | |
---|
| 1546 | + | |
---|
| 1547 | + | JUD Joint Favorable Subst. |
---|
| 1548 | + | |
---|
| 1549 | + | JUD |
---|
| 1550 | + | |
---|
| 1551 | + | Joint Favorable Subst. |
---|