reglab/housing_qa huggingface dataset:
UT Code § 75-9-211 (2021)
2021 Utah Code|Title 75 - Utah Uniform Probate Code|Chapter 9 - Uniform Power of Attorney Act|Part 2 - Authority|Section 211 - Estates, trusts, and other beneficial interests.

 Effective 5/10/2016  75-9-211. Estates, trusts, and other beneficial interests.    (1) In this section, "estate, trust, or other beneficial interest" means a trust, probate estate, guardianship, conservatorship, escrow, custodianship, or fund from which the principal is, may become, or claims to be entitled to a share or payment.     (2) 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:   (a) accept, receive, receipt for, sell, assign, pledge, or exchange a share in or payment from an estate, trust, or other beneficial interest;     (b) 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;     (c) exercise for the benefit of the principal a presently exercisable general power of appointment held by the principal;     (d) 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;     (e) 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;     (f) conserve, invest, disburse, or use anything received for an authorized purpose;     (g) 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; and     (h) reject, renounce, disclaim, release, or consent to a reduction in or modification of a share in or payment from an estate, trust, or other beneficial interest.      Enacted by Chapter 256, 2016 General Session
UT Code § 75-9-212 (2021)
2021 Utah Code|Title 75 - Utah Uniform Probate Code|Chapter 9 - Uniform Power of Attorney Act|Part 2 - Authority|Section 212 - Claims and litigation.

 Effective 5/10/2016  75-9-212. Claims and litigation.  Unless the power of attorney otherwise provides, language in a power of attorney granting general authority with respect to claims and litigation authorizes the agent to:  (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;     (2) bring an action to determine adverse claims or intervene or otherwise participate in litigation;     (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;     (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;     (5) submit to alternative dispute resolution, settle, and propose or accept a compromise;     (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;     (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 that affects an interest of the principal in property or other thing of value;     (8) pay a judgment, award, or order against the principal or a settlement made in connection with a claim or litigation; and     (9) receive money or other thing of value paid in settlement of or as proceeds of a claim or litigation.    Enacted by Chapter 256, 2016 General Session
UT Code § 75-9-213 (2021)
2021 Utah Code|Title 75 - Utah Uniform Probate Code|Chapter 9 - Uniform Power of Attorney Act|Part 2 - Authority|Section 213 - Personal and family maintenance.

 Effective 5/10/2016  75-9-213. Personal and family maintenance.    (1) Unless the power of attorney otherwise provides, language in a power of attorney granting general authority with respect to personal and family maintenance authorizes the agent to:   (a) 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:   (i) the principal's children;     (ii) other individuals legally entitled to be supported by the principal; and     (iii) the individuals whom the principal has customarily supported or indicated the intent to support;       (b) 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;     (c) provide living quarters for the individuals described in Subsection (1)(a) by:   (i) purchase, lease, or other contract; or     (ii) paying the operating costs, including interest, amortization payments, repairs, improvements, and taxes, for premises owned by the principal or occupied by those individuals;       (d) provide normal domestic help, usual vacations and travel expenses, and funds for shelter, clothing, food, appropriate education, including postsecondary and vocational education, and other current living costs for the individuals described in Subsection (1)(a);     (e) pay expenses for necessary health care and custodial care on behalf of the individuals described in Subsection (1)(a);     (f) act as the principal's personal representative pursuant to the Health Insurance Portability and Accountability Act, Sections 1171 through 1179 of the Social Security Act, 42 U.S.C. Sec. 1320d, and applicable 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;     (g) 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 Subsection (1)(a);     (h) maintain credit and debit accounts and open new accounts for the convenience of the individuals described in Subsection (1)(a); and     (i) continue payments incidental to the membership or affiliation of the principal in a religious institution, club, society, order, or other organization or to continue contributions to those organizations.       (2) 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 this chapter.    Enacted by Chapter 256, 2016 General Session
UT Code § 75-9-214 (2021)
2021 Utah Code|Title 75 - Utah Uniform Probate Code|Chapter 9 - Uniform Power of Attorney Act|Part 2 - Authority|Section 214 - Benefits from governmental programs or civil or military service.

 Effective 5/10/2016  75-9-214. Benefits from governmental programs or civil or military service.    (1) In this section, "benefits from governmental programs or civil or military service" means any benefit, program, or assistance provided under a statute or regulation, including social security, Medicare, and Medicaid.     (2) 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:   (a) 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 Subsection 75-9-213(1)(a), and for shipment of their household effects;     (b) 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;     (c) enroll in, apply for, select, reject, change, amend, or discontinue, on the principal's behalf, a benefit or program;     (d) 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 statute or regulation;     (e) 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 statute or regulation; and     (f) receive the financial proceeds of a claim described in Subsection (2)(d) and conserve, invest, disburse, or use for a lawful purpose anything received.      Enacted by Chapter 256, 2016 General Session
UT Code § 75-9-215 (2021)
2021 Utah Code|Title 75 - Utah Uniform Probate Code|Chapter 9 - Uniform Power of Attorney Act|Part 2 - Authority|Section 215 - Retirement plans.

 Effective 5/10/2016  75-9-215. Retirement plans.    (1) In this section, "retirement plan" means a plan or account created by an employer, the principal, or another individual to provide retirement benefits or deferred compensation of which the principal is a participant, beneficiary, or owner, including a plan or account under the following sections of the Internal Revenue Code:   (a) an individual retirement account under Section 408, Internal Revenue Code;     (b) a Roth individual retirement account under Section 408A, Internal Revenue Code;     (c) a deemed individual retirement account under Section 408(q), Internal Revenue Code;     (d) an annuity or mutual fund custodial account under Section 403(b), Internal Revenue Code;     (e) a pension, profit-sharing, stock bonus, or other retirement plan qualified under Section 401(a), Internal Revenue Code;     (f) a plan under Section 457(b), Internal Revenue Code; and     (g) a nonqualified deferred compensation plan under Section 409A, Internal Revenue Code.       (2) 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:   (a) select the form and timing of payments under a retirement plan and withdraw benefits from a plan;     (b) make a rollover, including a direct trustee-to-trustee rollover, of benefits from one retirement plan to another;     (c) establish a retirement plan in the principal's name;     (d) make contributions to a retirement plan;     (e) exercise investment powers available under a retirement plan; and     (f) borrow from, sell assets to, or purchase assets from a retirement plan.      Enacted by Chapter 256, 2016 General Session
UT Code § 75-9-216 (2021)
2021 Utah Code|Title 75 - Utah Uniform Probate Code|Chapter 9 - Uniform Power of Attorney Act|Part 2 - Authority|Section 216 - Taxes.

 Effective 5/10/2016  75-9-216. Taxes.  Unless the power of attorney otherwise provides, language in a power of attorney granting general authority with respect to taxes authorizes the agent to:  (1) prepare, sign, and file federal, state, local, and foreign income, gift, payroll, property, Federal Insurance Contributions Act, and other tax returns, claims for refunds, requests for extension of time, petitions regarding tax matters, and any other tax-related documents, including receipts, offers, waivers, consents, including consents and agreements under Section 2032A, Internal Revenue Code, closing agreements, and any power of attorney required by the Internal Revenue Service or other taxing authority with respect to a tax year upon which the statute of limitations has not run and the following 25 tax years;     (2) pay taxes due, collect refunds, post bonds, receive confidential information, and contest deficiencies determined by the Internal Revenue Service or other taxing authority;     (3) exercise any election available to the principal under federal, state, local, or foreign tax law; and     (4) act for the principal in all tax matters for all periods before the Internal Revenue Service or other taxing authority.    Enacted by Chapter 256, 2016 General Session
UT Code § 75-9-217 (2021)
2021 Utah Code|Title 75 - Utah Uniform Probate Code|Chapter 9 - Uniform Power of Attorney Act|Part 2 - Authority|Section 217 - Gifts.

 Effective 5/10/2016  75-9-217. Gifts.    (1) In this section, a gift "for the benefit of" a person includes a gift to a trust, an account under the Uniform Transfers to Minors Act (1983/1986), and a tuition savings account or prepaid tuition plan as defined under Section 529, Internal Revenue Code.     (2) 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:   (a) 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 Section 2503(b), Internal Revenue Code, 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 Section 2513, Internal Revenue Code, in an amount per donee not to exceed twice the annual federal gift tax exclusion limit; and     (b) consent, pursuant to Section 2513, Internal Revenue Code, 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.       (3) 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:   (a) the value and nature of the principal's property;     (b) the principal's foreseeable obligations and need for maintenance;     (c) minimization of taxes, including income, estate, inheritance, generation-skipping transfer, and gift taxes;     (d) eligibility for a benefit, program, or assistance under a statute or regulation; and     (e) the principal's personal history of making or joining in making gifts.      Enacted by Chapter 256, 2016 General Session
UT Code § 75-9-302 (2021)
2021 Utah Code|Title 75 - Utah Uniform Probate Code|Chapter 9 - Uniform Power of Attorney Act|Part 3 - Statutory Forms|Section 302 - Agent's certification.

 Effective 5/10/2016  75-9-302. Agent's certification.  The following optional form may be used by an agent to certify facts concerning a power of attorney. AGENT'S CERTIFICATION AS TO THE VALIDITY OF POWER  OF ATTORNEY AND AGENT'S AUTHORITY State of _____________________________[County] of___________________________I, _____________________________________________ (Name of Agent), certify under penalty of perjury that __________________________________________(Name of Principal) granted me authority as an agent or successor agent in a power of attorney dated ________________________.I further certify that to my knowledge:  (1) the principal is alive and has not revoked the power of attorney or my authority to act under the power of attorney and the power of attorney and my authority to act under the power of attorney have not terminated;     (2) if the power of attorney was drafted to become effective upon the happening of an event or contingency, the event or contingency has occurred;     (3) if I was named as a successor agent, the prior agent is no longer able or willing to serve; and     (4) _____________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ _______________________________________________________________________(Insert other relevant statements) SIGNATURE AND ACKNOWLEDGMENT ____________________________________________ __________Agent's Signature Date____________________________________________Agent's Name Printed________________________________________________________________________________________Agent's Address____________________________________________Agent's Telephone NumberThis document was acknowledged before me on __________________________, (Date)by______________________________________. (Name of Agent) ____________________________________________ (Seal, if any)Signature of NotaryMy commission expires: ________________________ This document prepared by:_________________________________________________________________    Enacted by Chapter 256, 2016 General Session
UT Code § 75-9-401 (2021)
2021 Utah Code|Title 75 - Utah Uniform Probate Code|Chapter 9 - Uniform Power of Attorney Act|Part 4 - Miscellaneous Provisions|Section 401 - Uniformity of application and construction.

 Effective 5/10/2016  75-9-401. Uniformity of application and construction.  In applying and construing this uniform act, consideration shall be given to the need to promote uniformity of the law with respect to its subject matter among the states that enact it. Enacted by Chapter 256, 2016 General Session
UT Code § 75-9-402 (2021)
2021 Utah Code|Title 75 - Utah Uniform Probate Code|Chapter 9 - Uniform Power of Attorney Act|Part 4 - Miscellaneous Provisions|Section 402 - Relation to Electronic Signatures in Global and National Commerce Act.

 Effective 5/10/2016  75-9-402. Relation to Electronic Signatures in Global and National Commerce Act.  This chapter modifies, limits, and supersedes the federal Electronic Signatures in Global and National Commerce Act, 15 U.S.C. Sec. 7001 et seq., but does not modify, limit, or supersede Section 101(c) of that act, 15 U.S.C. Sec. 7001(c), or authorize electronic delivery of any of the notices described in Section 103(b) of that act, 15 U.S.C. Sec. 7003(b). Enacted by Chapter 256, 2016 General Session
UT Code § 75-9-403 (2021)
2021 Utah Code|Title 75 - Utah Uniform Probate Code|Chapter 9 - Uniform Power of Attorney Act|Part 4 - Miscellaneous Provisions|Section 403 - Effect on existing powers of attorney.

 Effective 5/10/2016  75-9-403. Effect on existing powers of attorney.  Except as otherwise provided:  (1) this chapter applies to a power of attorney created before, on, or after May 10, 2016;     (2) this chapter applies to a judicial proceeding concerning a power of attorney commenced on or after May 10, 2016;     (3) this chapter applies to a judicial proceeding concerning a power of attorney commenced before May 10, 2016, unless the court finds that application of a provision of this chapter would substantially interfere with the effective conduct of the judicial proceeding or prejudice the rights of a party, in which case that provision does not apply and the superseded law applies; and     (4) an act done before May 10, 2016, is not affected by this chapter.    Enacted by Chapter 256, 2016 General Session
UT Code § 75-10-101 (2021)
2021 Utah Code|Title 75 - Utah Uniform Probate Code|Chapter 10 - Uniform Powers of Appointment Act|Part 1 - General Provisions|Section 101 - Title.

 Effective 5/9/2017  75-10-101. Title.  This chapter is known as the "Uniform Powers of Appointment Act." Enacted by Chapter 125, 2017 General Session
UT Code § 75-10-103 (2021)
2021 Utah Code|Title 75 - Utah Uniform Probate Code|Chapter 10 - Uniform Powers of Appointment Act|Part 1 - General Provisions|Section 103 - Governing law.

 Effective 5/9/2017  75-10-103. Governing law.    (1) Unless the terms of the instrument creating a power of appointment manifest a contrary intent:   (a) the creation, revocation, amendment, interpretation and definition of terms, or the determination of the rights of the appointee of the power is governed by the law of the donor's domicile at the relevant time; and     (b) the formalities for the exercise, release, or disclaimer of the power, or the revocation or amendment of the exercise, release, or disclaimer of the power is governed by the law of the powerholder's state of domicile at the relevant time.       (2) The law of the powerholder's state of domicile may not govern the interpretation and definition of terms, or the determination of the rights of the appointee of the power, which shall be governed by the law of the donor's domicile at the relevant time.     (3) Claims of creditors, including creditor claims regarding a power not created by a powerholder as set forth in Section 75-10-502, and other parties claiming an interest in property or rights subject to a power will be governed by the laws of the donor's domicile at the time of the creation of the power and not the powerholder's state of domicile either at the time of the creation of the power or at the time of exercise of the power.    Enacted by Chapter 125, 2017 General Session
UT Code § 75-10-104 (2021)
2021 Utah Code|Title 75 - Utah Uniform Probate Code|Chapter 10 - Uniform Powers of Appointment Act|Part 1 - General Provisions|Section 104 - Common law and principles of equity.

 Effective 5/9/2017  75-10-104. Common law and principles of equity.  The common law and principles of equity supplement this chapter, except to the extent modified by this chapter or laws of this state other than this chapter. Enacted by Chapter 125, 2017 General Session
UT Code § 75-10-201 (2021)
2021 Utah Code|Title 75 - Utah Uniform Probate Code|Chapter 10 - Uniform Powers of Appointment Act|Part 2 - Creation, Revocation, and Amendment of Power of Appointment|Section 201 - Creation of power of appointment.

 Effective 5/8/2018  75-10-201. Creation of power of appointment.    (1) A power of appointment is created only if:   (a) the instrument creating the power is valid under applicable law; and     (b) the terms of the instrument creating the power manifest the donor's intent to create in a powerholder a power of appointment over the appointive property exercisable in favor of a permissible appointee.       (2) A power of appointment may be created by the exercise of a power of appointment.     (3) A power of appointment may not be created in a deceased individual.     (4) Subject to an applicable rule against perpetuities, a power of appointment may be created in an unborn or unascertained powerholder.    Amended by Chapter 244, 2018 General Session
UT Code § 75-10-202 (2021)
2021 Utah Code|Title 75 - Utah Uniform Probate Code|Chapter 10 - Uniform Powers of Appointment Act|Part 2 - Creation, Revocation, and Amendment of Power of Appointment|Section 202 - Nontransferability.

 Effective 5/9/2017  75-10-202. Nontransferability.  A powerholder may not transfer a power of appointment. If a powerholder dies without exercising or releasing a power, the power lapses. Enacted by Chapter 125, 2017 General Session