reglab/housing_qa huggingface dataset:
58 OK Stat § 58-3037 (2021)
2021 Oklahoma Statutes|Title 58. Probate Procedure|§58-3037. Benefits from governmental programs or civil or military service.

|A. 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. |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: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 paragraph 1 of subsection A of Section 36 of this act and for shipment of their household effects;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;3. Enroll in, apply for, select, reject, change, amend or discontinue, on the principal's behalf, a benefit or program;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 statute or regulation;5. Initiate, participate in or 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; and6. Receive the financial proceeds of a claim described in paragraph 4 of this subsection and conserve, invest, disburse or use for a lawful purpose anything so received.Added by Laws 2021, c. 332, § 37, eff. Nov. 1, 2021.
58 OK Stat § 58-3038 (2021)
2021 Oklahoma Statutes|Title 58. Probate Procedure|§58-3038. Retirement plans.

|A. 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: |1. An individual retirement account under Internal Revenue Code Section 408, 26 U.S.C., Section 408, as amended;2. A Roth individual retirement account under Internal Revenue Code Section 408A, 26 U.S.C., Section 408A, as amended;3. A deemed individual retirement account under Internal Revenue Code Section 408(q), 26 U.S.C., Section 408(q), as amended;4. An annuity or mutual fund custodial account under Internal Revenue Code Section 403(b), 26 U.S.C., Section 403(b), as amended;5. A pension, profit sharing, stock bonus or other retirement plan qualified under Internal Revenue Code Section 401(a), 26 U.S.C., Section 401(a), as amended;6. A plan under Internal Revenue Code Section 457(b), 26 U.S.C., Section 457(b), as amended; and7. A nonqualified deferred compensation plan under Internal Revenue Code Section 409A, 26 U.S.C., Section 409A, as amended.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:1. Select the form and timing of payments under a retirement plan and withdraw benefits from a plan;2. Make a rollover, including a direct trustee-to-trustee rollover, of benefits from one retirement plan to another;3. Establish a retirement plan in the principal's name;4. Make contributions to a retirement plan;5. Exercise investment powers available under a retirement plan; and6. Borrow from, sell assets to or purchase assets from a retirement plan.Added by Laws 2021, 332, § 38, eff. Nov. 1, 2021.
58 OK Stat § 58-3039 (2021)
2021 Oklahoma Statutes|Title 58. Probate Procedure|§58-3039. 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 Internal Revenue Code Section 2032A, 26 U.S.C., Section 2032A, as amended, 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 twenty-five (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; and4. Act for the principal in all tax matters for all periods before the Internal Revenue Service or other taxing authority.Added by Laws 2021, c. 332, § 39, eff. Nov. 1, 2021.
58 OK Stat § 58-3040 (2021)
2021 Oklahoma Statutes|Title 58. Probate Procedure|§58-3040. Gifts.

|A. 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 Internal Revenue Code Section 529, 26 U.S.C., Section 529, as amended. |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: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 Internal Revenue Code Section 2503(b), 26 U.S.C., Section 2503(b), as amended, 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 Internal Revenue Code Section 2513, 26 U.S.C., Section 2513, as amended, in an amount per donee not to exceed twice the annual federal gift tax exclusion limit; and2. Consent, pursuant to Internal Revenue Code Section 2513, 26 U.S.C., Section 2513, as amended, 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.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:1. The value and nature of the principal's property;2. The principal's foreseeable obligations and need for maintenance;3. Minimization of taxes, including income, estate, inheritance, generation-skipping transfer and gift taxes;4. Eligibility for a benefit, a program or assistance under a statute or regulation; and5. The principal's personal history of making or joining in making gifts.Added by Laws 2021, c. 332, § 40, eff. Nov. 1, 2021.
58 OK Stat § 58-3042 (2021)
2021 Oklahoma Statutes|Title 58. Probate Procedure|§58-3042. 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 ATTORNEYAND AGENT'S AUTHORITYState 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; and4.____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________(Insert other relevant statements)SIGNATURE AND ACKNOWLEDGMENT____________________________________________ _______________Agent's SignatureDate____________________________________________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 Notary: _______________________________________________My commission expires: _______________This document prepared by: _________________________________________Added by Laws 2021, c. 332, § 42, eff. Nov. 1, 2021.
58 OK Stat § 58-3043 (2021)
2021 Oklahoma Statutes|Title 58. Probate Procedure|§58-3043. Uniformity of application.

|In applying and construing this uniform act, consideration must be given to the need to promote uniformity of the law with respect to its subject matter among the states that enact it. |Added by Laws 2021, c. 332, § 43, eff. Nov. 1, 2021.
58 OK Stat § 58-3044 (2021)
2021 Oklahoma Statutes|Title 58. Probate Procedure|§58-3044. Relation to Electronic Signatures in Global and National Commerce Act.

|This act modifies, limits and supersedes the federal Electronic Signatures in Global and National Commerce Act, 15 U.S.C., Section 7001 et seq., but does not modify, limit or supersede Section 101(c) of that act, 15 U.S.C., Section 7001(c), or authorize electronic delivery of any of the notices described in Section 103(b) of that act, 15 U.S.C., Section 7003(b). |Added by Laws 2021, c. 332, § 44, eff. Nov. 1, 2021.
58 OK Stat § 58-3045 (2021)
2021 Oklahoma Statutes|Title 58. Probate Procedure|§58-3045. Effect on existing powers of attorney.

|Except as otherwise provided in this act, on the effective date of this act: |1. This act applies to a power of attorney created before, on or after the effective date of this act;2. This act applies to a judicial proceeding concerning a power of attorney commenced on or after the effective date of this act;3. This act applies to a judicial proceeding concerning a power of attorney commenced before the effective date of this act unless the court finds that application of a provision of this act 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; and4. A power of attorney created before the effective date of this act is not affected by this act.Added by Laws 2021, c. 332, § 45, eff. Nov. 1, 2021.
59 OK Stat § 59-15.1 (2021)
2021 Oklahoma Statutes|Title 59. Professions and Occupations|§59-15.1. Short title - Declaration of policy.

|Section 15.1 et seq. of this title shall be known and may be cited as the “Oklahoma Accountancy Act”. |In order to protect the citizens of this state, the Legislature hereby declares that it is the policy of this state, and the purpose of this act, to promote the reliability of information that is used for guidance in financial transactions or for accounting for or assessing the financial status or performance of commercial, noncommercial and governmental enterprises. The public interest requires that persons professing special competence in accountancy or offering assurance as to the reliability or fairness of presentation of such information shall have demonstrated their qualifications to do so, that persons who have not demonstrated and maintained such qualifications, not be permitted to represent themselves as having such special competence or to offer such assurance, that the conduct of registrants as having special competence in accountancy be regulated in all aspects of their professional work, that a public authority competent to prescribe and assess the qualifications and to regulate the conduct of registrants be established, and that the use of titles that have a capacity or tendency to deceive the public as to the status or competence of the persons using such titles be prohibited.Added by Laws 1965, c. 188, § 1, emerg. eff. June 8, 1965. Amended by Laws 1968, c. 271, § 1, emerg. eff. April 30, 1968; Laws 1992, c. 272, § 1, eff. Sept. 1, 1992; Laws 2002, c. 312, § 1, eff. Nov. 1, 2002; Laws 2004, c. 125, § 1, eff. Nov. 1, 2004.
59 OK Stat § 59-15.3 (2021)
2021 Oklahoma Statutes|Title 59. Professions and Occupations|§59-15.3. Vacancies - Disqualification - Removal.

|A. Vacancies on the Board due to death, resignation, or removal as defined in subsections C and D of this section occurring during a term shall be filled by the Governor for the unexpired portion of said term in a manner as provided for appointments to the Board. Members filling the remainder of a term of a member who has died, resigned, or been removed shall assume office immediately upon appointment by the Governor and shall serve until confirmation or denial of confirmation by the Senate. |B. A member of the Board shall become disqualified from serving if that member:1. Is a registrant member whose certificate, license, or permit pursuant to the laws of this state has become void or has been revoked or suspended;2. Is a registrant member or public member who has moved from this state;3. Has been convicted, pled guilty or nolo contendere to a felony pursuant to the laws of the United States or any jurisdiction;4. Has become medically incapacitated as determined in writing by a medical doctor upon request by the Board; or5. Has been absent from three meetings, or is absent for more than one-half (1/2) the number of minutes for which a meeting is conducted of three meetings as determined by the Board during any twelve-month period, unless such absence is determined to be unavoidable in the opinion of a majority of the remaining members.C. Removal pursuant to the provisions of this section shall be accomplished by a majority vote of the remaining members. Upon said vote, a written notification shall be sent to the Governor setting out the dates of absences or other grounds for removal and the fact of the disqualification of the member. Upon receipt of the written notification, the Governor shall appoint another member in the manner provided for appointments to the Board.D. The Governor may, after a hearing conducted in accordance with the provisions of the Administrative Procedures Act, remove any member of the Board for misconduct regarding responsibilities and duties of the member, incompetence, or neglect of duty. Removal pursuant to the provisions of this subsection shall occur upon the Governor filing a written statement of findings after the hearing as to the reasons and basis for removal of the member with the Secretary of the Board.Laws 1965, c. 188, § 3, emerg. eff. June 8, 1965; Laws 1980, c. 274, § 2, eff. July 1, 1980; Laws 1986, c. 79, § 3, eff. July 1, 1986; Laws 1992, c. 272, § 4, eff. Sept. 1, 1992; Laws 2004, c. 125, § 4, eff. Nov. 1, 2004.
59 OK Stat § 59-15.4 (2021)
2021 Oklahoma Statutes|Title 59. Professions and Occupations|§59-15.4. Officers - Meetings - Duties.

|A. The Oklahoma Accountancy Board shall elect from its membership a chair, a vice-chair and a secretary. The officers of the Board shall be elected each May, to take office on July 1 following the election, and shall hold office for a term of one (1) year. |B. The chair shall preside at all meetings of the Board, call special meetings of the Board as are necessary, sign all certificates and licenses and perform such other duties as the Board shall direct.C. The vice-chair shall exercise the powers of and perform the duties of the chair in the absence or disability of the chair, and perform such other duties as the Board shall direct.D. The secretary shall preside at any meeting in the absence of the chair and vice-chair, validate minutes of all of the meetings of the Board, in the manner prescribed in the rules of the Board, supervise the maintenance of the records of the Board, including the register of individuals and firms authorized to practice public accounting in this state, and a record of all examination grades. The secretary shall perform such other duties as the Board shall direct.E. At any regular or special meeting at which none of the officers are in attendance, the members of the Board in attendance shall elect a member to preside at that meeting.Added by Laws 1965, c. 188, § 4, emerg. eff. June 8, 1965. Amended by Laws 1992, c. 272, § 5, eff. Sept. 1, 1992; Laws 2002, c. 312, § 3, eff. Nov. 1, 2002.
59 OK Stat § 59-15.5 (2021)
2021 Oklahoma Statutes|Title 59. Professions and Occupations|§59-15.5. Quorum - Seal - Records - Staff - Expenditures - Rules and regulations – Delegation of authority.

|A. The Oklahoma Accountancy Board shall be responsible for the administration and enforcement of the Oklahoma Accountancy Act. A majority of the Board shall constitute a quorum for the transaction of business. |B. In addition to the other duties imposed on the Board by law, the Board shall:1. Have a seal that shall be judicially noticed and shall be affixed to all certificates and licenses, and such other documents as the Board deems appropriate;2. Keep correct records of all official proceedings including minutes of meetings, applications and related documents of applicants, registry of the names and addresses of registrants, official documents filed in any hearings conducted by the Board and in any proceeding in any court arising out of any provision of the Oklahoma Accountancy Act or the rules and regulations adopted by the Board. Copies of said records certified by the secretary under the seal of the Board shall, if material, be admissible in evidence;3. Employ such executive staff as may be necessary to implement and administer the Oklahoma Accountancy Act, to fix and pay their salaries or fees. Such executive staff shall include an Executive Director, Deputy Director and legal counsel. The Board shall have the authority to employ other staff and contract with or hire special prosecutors, investigators, expert witnesses, hearing examiners and clerical personnel in furtherance of its duties under the Oklahoma Accountancy Act;4. Lease office space and pay the rent thereon, purchase office equipment and supplies, and make such other expenditures as are necessary for the administration and enforcement of the provisions of the Oklahoma Accountancy Act;5. Pay the costs of such research programs in accounting and other subjects as in the determination of the Board would be beneficial to registrants; and6. Adopt rules and regulations for the implementation of the provisions of the Oklahoma Accountancy Act in accordance with the procedures prescribed in the Administrative Procedures Act.C. The Board may delegate to the executive director the authority to employ other staff and clerical personnel.Added by Laws 1965, c. 188, § 5, emerg. eff. June 8, 1965. Amended by Laws 1968, c. 271, § 3, emerg. eff. April 30, 1968; Laws 1986, c. 79, § 4, eff. July 1, 1986; Laws 1992, c. 272, § 6, eff. Sept. 1, 1992; Laws 2004, c. 125, § 5, eff. Nov. 1, 2004; Laws 2009, c. 45, § 2, emerg. eff. April 14, 2009.
59 OK Stat § 59-15.6A (2021)
2021 Oklahoma Statutes|Title 59. Professions and Occupations|§59-15.6A. Confidentiality of investigations - Use as evidence – Disclosure of information.

|A. The Oklahoma Accountancy Board, its employees, independent contractors, appointed committee members or other agents shall keep confidential all information obtained during an investigation into allegations of violations of the Oklahoma Accountancy Act, including any review or investigation made to determine whether to allow an applicant to take an examination, or whether the Board shall grant a certificate, license, or permit. All information obtained in the course of conducting a peer review, including peer review reports provided to the Board by a registrant, examinations and test scores shall also be held confidential by the Board, its employees and independent contractors. |B. To ensure the confidentiality of such information for the protection of the affected individual or entity, the information obtained shall not be deemed to be a “record” as that term is defined in the Oklahoma Open Records Act.C. Rules adopted to implement the provisions of this subsection shall assure the privacy of the information obtained. Such rules shall include but not be limited to:1. Assuring availability of the information for inspection by the individual or entity affected or their designated representatives during the normal business hours of the Board;2. A method for obtaining a written release for the affected individual or entity to allow inspection of their confidential records to the public at large; and3. A method for making available to the public all final written orders of the Board concerning an individual or entity.D. Information obtained by the Board or any of its agents as set out in subsection A of this section shall be considered competent evidence in a court of competent jurisdiction only in matters directly related to actions of the Board and the affected individual or entity as a result of the Board obtaining the information. Such information shall not be admissible as evidence in any other type of civil or criminal action.E. The Board may disclose information concerning investigations into allegations of violations of the Oklahoma Accountancy Act under this section to another governmental, regulatory, or law enforcement agency engaged in an enforcement action. The provisions of this subsection shall not apply to information concerning whether to allow an applicant to take an examination, peer review or test scores.Added by Laws 1992, c. 272, § 7, eff. Sept. 1, 1992. Amended by Laws 2002, c. 312, § 4, eff. Nov. 1, 2002; Laws 2004, c. 125, § 6, eff. Nov. 1, 2004; Laws 2009, c. 45, § 3, emerg. eff. April 14, 2009.
59 OK Stat § 59-15.7 (2021)
2021 Oklahoma Statutes|Title 59. Professions and Occupations|§59-15.7. Disbursement of fees and monies.

|All fees and other monies except the fines as provided in Section 15.24 of this title received by the Board pursuant to the provisions of the Oklahoma Accountancy Act shall be expended solely for effectuating the purposes of the Oklahoma Accountancy Act and shall be deposited to the credit of the Board with the Oklahoma State Treasurer. After the close of each fiscal year the Board shall file with the Governor a report of all fees charged, collected and received and all disbursements during the previous fiscal year. The Board shall pay into the General Revenue Fund of the state ten percent (10%) of all annual registration fees so charged, collected and received, and no other portion shall ever revert to the General Revenue Fund or any other fund of the state. |All salaries, fees, and other expenses incurred by the Board in the performance of the duties imposed by the provisions of the Oklahoma Accountancy Act shall be paid from the Board’s Revolving Fund and none of said expenses shall be a charge against the general funds of this state.Laws 1965, c. 188, § 7, emerg. eff. June 8, 1965; Laws 1992, c. 272, § 8, eff. Sept. 1, 1992; Laws 2004, c. 125, § 7, eff. Nov. 1, 2004.