reglab/housing_qa huggingface dataset:
ID Code § 15-12-208 (2021)
2021 Idaho Code|Title 15 - UNIFORM PROBATE CODE|Chapter 12 - UNIFORM POWER OF ATTORNEY ACT|Part 2 - AUTHORITY|Section 15-12-208 - BANKS AND OTHER FINANCIAL INSTITUTIONS.

15-12-208. BANKS AND OTHER FINANCIAL INSTITUTIONS. Unless a power of attorney otherwise provides, language in a power of attorney granting general authority with respect to banks and other financial institutions authorizes the agent to: (1) Continue, modify and terminate an account or other banking arrangement made by or on behalf of the principal; (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; (3) Contract for services available from a financial institution, including renting a safe deposit box or space in a vault; (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; (5) Receive statements of account, vouchers, notices and similar documents from a financial institution and act with respect to them; (6) Enter a safe deposit box or vault and withdraw or add to the contents; (7) Borrow money and pledge as security personal property of the principal necessary in order to borrow money or pay, renew or extend the time of payment of a debt of the principal; (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; (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; (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 (11) Consent to an extension of the time of payment with respect to commercial paper or a financial transaction with a financial institution.  History: [15-12-208, added 2008, ch. 186, sec. 2, p. 572.]
ID Code § 15-12-210 (2021)
2021 Idaho Code|Title 15 - UNIFORM PROBATE CODE|Chapter 12 - UNIFORM POWER OF ATTORNEY ACT|Part 2 - AUTHORITY|Section 15-12-210 - INSURANCE AND ANNUITIES.

15-12-210. INSURANCE AND ANNUITIES. Unless a power of attorney otherwise provides, language in a power of attorney granting general authority with respect to insurance and annuities authorizes the agent to: (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; (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; (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; (4) Apply for and receive a loan secured by a contract of insurance or annuity; (5) Surrender and receive the cash surrender value on a contract of insurance or annuity; (6) Exercise an election; (7) Exercise investment powers available under a contract of insurance or annuity; (8) Change the manner of paying premiums on a contract of insurance or annuity; (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; (10) Apply for and procure a benefit or assistance under a statute or governmental regulation to guarantee or pay premiums of a contract of insurance on the life of the principal; (11) Collect, sell, assign, hypothecate, borrow against or pledge the interest of the principal in a contract of insurance or annuity; (12) Select the form and timing of the payment of proceeds from a contract of insurance or annuity; and (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.  History: [15-12-210, added 2008, ch. 186, sec. 2, p. 574.]
ID Code § 15-12-211 (2021)
2021 Idaho Code|Title 15 - UNIFORM PROBATE CODE|Chapter 12 - UNIFORM POWER OF ATTORNEY ACT|Part 2 - AUTHORITY|Section 15-12-211 - ESTATES, TRUSTS AND OTHER BENEFICIAL INTERESTS.

15-12-211. ESTATES, TRUSTS AND OTHER BENEFICIAL INTERESTS. (1) In this section, "estates, trusts, and other beneficial interests" means a trust, probate estate, guardianship, conservatorship, escrow or custodianship, or any other 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 the estate, trust or 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 the estate, trust or beneficial interest, by litigation or otherwise; (c) Exercise for the benefit of the principal a presently exercisable power of appointment held by the principal; (d)(i) Initiate, participate in, submit to alternative dispute resolution, settle, oppose or propose or accept a compromise with respect to litigation to: 1. Ascertain the meaning, validity or effect of a deed, will, declaration of trust or other instrument or transaction affecting the interest of the principal; or 2. Remove, substitute or surcharge a fiduciary; and (ii) Regardless of whether or not language in a power of attorney grants general authority with respect to estates, trusts and other beneficial interests, the agent is authorized to enter into any resolution of disputes and other matters involving trusts and estates judicially or nonjudicially as provided in part 1, chapter 8, title 15, Idaho Code; (e) Conserve, invest, disburse or use anything received for an authorized purpose; (f) 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 trust created by the principal as settlor; and (g)(i) Release or consent to a reduction in or modification of a share in or payment from the estate, trust or beneficial interest; and (ii) Regardless of whether or not language in a power of attorney grants general authority with respect to estates, trusts and other beneficial interests, the agent is authorized to reject, renounce or disclaim a share in or payment from the estate, trust or beneficial interest pursuant to section 15-2-801, Idaho Code.  History: [15-12-211, added 2008, ch. 186, sec. 2, p. 574.]
ID Code § 15-12-212 (2021)
2021 Idaho Code|Title 15 - UNIFORM PROBATE CODE|Chapter 12 - UNIFORM POWER OF ATTORNEY ACT|Part 2 - AUTHORITY|Section 15-12-212 - CLAIMS AND LITIGATION.

15-12-212. CLAIMS AND LITIGATION. Unless a power of attorney otherwise provides, language in a power of attorney granting general authority with respect to claims and litigation authorizes the agent to perform any lawful act on behalf of the principal in connection with claims and litigation, including: (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, intervene in litigation and seek to act as amicus curiae; (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) Perform any lawful act, including make or accept a tender, offer of judgment, or admission of facts, submit a controversy on an agreed statement of facts, consent to examination before trial 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 which 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 litigation or alternative dispute resolution; and (9) Receive money or another thing of value paid in settlement of or as proceeds of a claim or litigation.  History: [15-12-212, added 2008, ch. 186, sec. 2, p. 575.]
ID Code § 15-12-213 (2021)
2021 Idaho Code|Title 15 - UNIFORM PROBATE CODE|Chapter 12 - UNIFORM POWER OF ATTORNEY ACT|Part 2 - AUTHORITY|Section 15-12-213 - PERSONAL AND FAMILY MAINTENANCE.

15-12-213. PERSONAL AND FAMILY MAINTENANCE. (1) Unless a 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) Those 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 those individuals described in paragraph (a) of this subsection by purchase, lease or other contract or pay the operating costs, including interest, amortization payments, repairs, improvements and taxes, on 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 career technical education and other current living costs for those individuals described in paragraph (a) of this subsection; (e) Pay expenses for necessary health care and custodial care on behalf of the individuals described in paragraph (a) of this subsection; (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. section 1320d through 1320d-8, as amended, 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 paragraph (a) of this subsection; (h) Maintain credit and debit accounts for the convenience of the individuals described in paragraph (a) of this subsection and open new accounts to accomplish a lawful purpose; 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.  History: [15-12-213, added 2008, ch. 186, sec. 2, p. 576; am. 2016, ch. 25, sec. 2, p. 35.]
ID Code § 15-12-214 (2021)
2021 Idaho Code|Title 15 - UNIFORM PROBATE CODE|Chapter 12 - UNIFORM POWER OF ATTORNEY ACT|Part 2 - AUTHORITY|Section 15-12-214 - BENEFITS FROM GOVERNMENTAL PROGRAMS OR CIVIL OR MILITARY SERVICE.

15-12-214. 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 governmental regulation including social security, medicare and medicaid. (2) Unless a 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 section 15-12-213(1)(a), Idaho Code, 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 claims to be entitled under a statute or governmental regulation; (e) Prosecute, defend, submit to alternative dispute resolution, settle and propose or accept a compromise with respect to any benefit or assistance the principal may be entitled to receive under a statute or governmental regulation; and (f) Receive the financial proceeds of a claim of the type described in paragraph (d) of this subsection and conserve, invest, disburse or use anything so received for a lawful purpose.  History: [15-12-214, added 2008, ch. 186, sec. 2, p. 577.]
ID Code § 15-12-215 (2021)
2021 Idaho Code|Title 15 - UNIFORM PROBATE CODE|Chapter 12 - UNIFORM POWER OF ATTORNEY ACT|Part 2 - AUTHORITY|Section 15-12-215 - RETIREMENT PLANS.

15-12-215. RETIREMENT PLANS. (1) In this section, "retirement plan" means any plan or account created by an employer, the principal or another individual for the purpose of providing 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 Internal Revenue Code section 408, 26 U.S.C. section 408, as amended; (b) A Roth individual retirement account under Internal Revenue Code section 408A, 26 U.S.C. section 408A, as amended; (c) A deemed individual retirement account under Internal Revenue Code section 408(q), 26 U.S.C. section 408(q), as amended; (d) An annuity or mutual fund custodial account under Internal Revenue Code section 403(b), 26 U.S.C. section 403(b), as amended; (e) 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; (f) A plan under Internal Revenue Code section 457(b), 26 U.S.C. section 457(b), as amended; and (g) A nonqualified deferred compensation plan under Internal Revenue Code section 409A, 26 U.S.C. section 409A, as amended. (2) Unless a 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 (1) 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.  History: [15-12-215, added 2008, ch. 186, sec. 2, p. 578.]
ID Code § 15-12-216 (2021)
2021 Idaho Code|Title 15 - UNIFORM PROBATE CODE|Chapter 12 - UNIFORM POWER OF ATTORNEY ACT|Part 2 - AUTHORITY|Section 15-12-216 - TAXES.

15-12-216. TAXES. Unless a 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; and (4) Act for the principal in all tax matters for all periods before the internal revenue service, and any other taxing authority.  History: [15-12-216, added 2008, ch. 186, sec. 2, p. 578.]
ID Code § 15-12-217 (2021)
2021 Idaho Code|Title 15 - UNIFORM PROBATE CODE|Chapter 12 - UNIFORM POWER OF ATTORNEY ACT|Part 2 - AUTHORITY|Section 15-12-217 - GIFTS.

15-12-217. GIFTS. (1) In this section, a gift "for the benefit of" a person includes, but is not limited to, a gift to a trust, an account under the uniform transfers to minors act 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. (2) Unless a power of attorney otherwise provides, language in a power of attorney granting general authority with respect to gifts authorizes the agent 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 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, and 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; and (b) 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. (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, but not limited to: (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, a program, or assistance under a statute or governmental regulation; and (e) The principal’s personal history of making or joining in making gifts.  History: [15-12-217, added 2008, ch. 186, sec. 2, p. 579.]
ID Code § 15-12-302 (2021)
2021 Idaho Code|Title 15 - UNIFORM PROBATE CODE|Chapter 12 - UNIFORM POWER OF ATTORNEY ACT|Part 3 - STATUTORY FORMS|Section 15-12-302 - AGENT’S CERTIFICATION.

15-12-302. 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 Idaho )  ) ss. 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 that 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, that the prior agent is no longer able or willing to serve; and   (4) (Insert other relevant statements):    .   SIGNATURE AND ACKNOWLEDGMENT          Date:    Agent’s Name Printed:    Agent’s Address:    Agent’s Phone Number:   This document was acknowledged before me on …..(date)….., by ….(Name of Agent)…..   Notary Public for Idaho:    Residing at:    My commission expires on:    History: [15-12-302, added 2008, ch. 186, sec. 2, p. 584.]
ID Code § 15-12-401 (2021)
2021 Idaho Code|Title 15 - UNIFORM PROBATE CODE|Chapter 12 - UNIFORM POWER OF ATTORNEY ACT|Part 4 - MISCELLANEOUS PROVISIONS|Section 15-12-401 - UNIFORMITY OF APPLICATION AND CONSTRUCTION.

15-12-401. UNIFORMITY OF APPLICATION AND CONSTRUCTION. 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.  History: [15-12-401, added 2008, ch. 186, sec. 2, p. 585.]