reglab/housing_qa huggingface dataset:
CO Code § 15-1-1506 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 1 - Fiduciary|Part 15 - Revised Uniform Fiduciary Access to Digital Assets Act|§ 15-1-1506. Procedure for Disclosing Digital Assets

  When disclosing digital assets of a user under this part 15, the custodian may at its sole discretion:   Grant a fiduciary or designated recipient full access to the user's account;    Grant a fiduciary or designated recipient partial access to the user's account sufficient to perform the tasks with which the fiduciary or designated recipient is charged; or    Provide a fiduciary or designated recipient a copy in a record of any digital asset that, on the date the custodian received the request for disclosure, the user could have accessed if the user were alive and had full capacity and access to the account.       A custodian may assess a reasonable administrative charge for the cost of disclosing digital assets under this part 15.    A custodian need not disclose under this part 15 a digital asset deleted by a user.    If a user directs or a fiduciary requests a custodian to disclose under this part 15 some, but not all, of the user's digital assets, the custodian need not disclose the assets if segregation of the assets would impose an undue burden on the custodian. If the custodian believes the direction or request imposes an undue burden, the custodian or fiduciary may seek an order from the court to disclose:   A subset limited by date of the user's digital assets;    All of the user's digital assets to the fiduciary or designated recipient;    None of the user's digital assets; or    All of the user's digital assets to the court for review in camera.        History. Source: L. 2016: Entire part added,(SB 16-088), ch. 71, p. 183, § 1, effective August 10.    OFFICIAL COMMENT   This section governs a custodian's response to a request for disclosure of a user's digital assets.   Subsection (1) gives the custodian of digital assets a choice of methods for disclosing digital assets to an authorized fiduciary. Each custodian has a different business model and may prefer one method over another.   Subsection (2) allows a custodian to assess a reasonable administrative charge for the cost of disclosure. This is intended to be analogous to the charge any business may assess for administrative tasks outside the ordinary course of its business to comply with a court order.   Subsection (3) states that any digital asset deleted by the user need not be disclosed, even if recoverable by the custodian. Deletion is assumed to be a good indication that the user did not intend for a fiduciary to have access.   Subsection (4) addresses requests that are unduly burdensome because they require segregation of digital assets. For example, a fiduciary's request for disclosure of “any email pertaining to financial matters” would require a custodian to sort through the full list of emails and cull any irrelevant messages before disclosure. If a custodian receives an unduly burdensome request of this sort, it may decline to disclose the digital assets, and either the fiduciary or custodian may seek guidance from a court.
CO Code § 15-1-1508 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 1 - Fiduciary|Part 15 - Revised Uniform Fiduciary Access to Digital Assets Act|§ 15-1-1508. Disclosure of Other Digital Assets of Deceased User

  Unless the user prohibited disclosure of digital assets or the court directs otherwise, a custodian shall disclose to the personal representative of the estate of a deceased user a catalog of electronic communications sent or received by the user and digital assets, other than the content of electronic communications, of the user, if the representative gives the custodian:   A written request for disclosure in physical or electronic form;    A certified copy of the death certificate of the user;    A certified copy of the letter of appointment of the representative or a small-estate affidavit or court order; and    If requested by the custodian:   A number, username, address, or other unique subscriber or account identifier assigned by the custodian to identify the user's account;    Evidence linking the account to the user;    An affidavit stating that disclosure of the user's digital assets is reasonably necessary for administration of the estate; or    A finding by the court that:   The user had a specific account with the custodian, identifiable by the information specified in subparagraph (I) of this paragraph (d); or    Disclosure of the user's digital assets is reasonably necessary for administration of the estate.              History. Source: L. 2016: Entire part added,(SB 16-088), ch. 71, p. 184, § 1, effective August 10.    OFFICIAL COMMENT   As in Section 1507, when requesting disclosure of non-content, the fiduciary must write or email the custodian.   Section 1508 requires disclosure of all other digital assets, unless prohibited by the decedent or directed by the court, once the personal representative provides a written request, a death certificate and a certified copy of the letter of appointment. In addition, the custodian may request a court order, and such an order must include findings that the decedent had a specific account with the custodian and that disclosure of the decedent's digital assets is reasonably necessary for administration of the estate. Thus, Section 1508 was intended to give personal representatives default access to the “catalogue” of electronic communications and other digital assets not protected by federal privacy law.
CO Code § 15-1-1509 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 1 - Fiduciary|Part 15 - Revised Uniform Fiduciary Access to Digital Assets Act|§ 15-1-1509. Disclosure of Content of Electronic Communications of Principal

  To the extent a power of attorney expressly grants an agent authority over the content of electronic communications sent or received by the principal and unless directed otherwise by the principal or the court, a custodian shall disclose to the agent the content if the agent gives the custodian:   A written request for disclosure in physical or electronic form;    An original or copy of the power of attorney expressly granting the agent authority over the content of electronic communications of the principal;    A certification by the agent, under penalty of perjury, that the power of attorney is in effect; and    If requested by the custodian:   A number, username, address, or other unique subscriber or account identifier assigned by the custodian to identify the principal's account; or    Evidence linking the account to the principal.           History. Source: L. 2016: Entire part added,(SB 16-088), ch. 71, p. 185, § 1, effective August 10.    OFFICIAL COMMENT   An agent has access to the content of electronic communications only when the power of attorney explicitly grants access. Section 1510 concerns disclosure of other digital assets of the principal.   When a power of attorney contains the consent of the principal, ECPA does not prevent the agent from exercising authority over the content of an electronic communication. See the Comments to Section 1507. There should be no question that an explicit delegation of authority in a power of attorney constitutes authorization from the user to access digital assets and provides “lawful consent” to allow disclosure of the content of an electronic communication from an electronic-communication service or a remote-computing service pursuant to applicable law. Both authorization and lawful consent are important because 18 U.S.C. Section 2701 deals with intentional access without authorization and 18 U.S.C. Section 2702 allows a service provider to disclose with lawful consent. Federal courts have not yet interpreted how ECPA affects a fiduciary's efforts to access the content of an electronic communication. , 923 F. Supp. 2d 1204 (N.D. Cal. 2012).  E.g., In re Facebook, Inc.  When requesting access, the agent must write or email the custodian (see the comments in Section 1507). The agent must also give the custodian an original or copy of the power of attorney expressly granting the agent authority over the contents of electronic communications of the principal to the agent and a certification by the agent, under penalty of perjury, that the power of attorney is in effect. In addition, if requested by the custodian, the agent must provide a unique subscriber or account identifier assigned by the custodian to identify the principal's account or other evidence linking the account to the principal.
CO Code § 15-1-1510 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 1 - Fiduciary|Part 15 - Revised Uniform Fiduciary Access to Digital Assets Act|§ 15-1-1510. Disclosure of Other Digital Assets of Principal

  Unless otherwise ordered by the court, directed by the principal, or provided by a power of attorney, a custodian shall disclose to an agent with specific authority over digital assets or general authority to act on behalf of a principal a catalog of electronic communications sent or received by the principal and digital assets, other than the content of electronic communications, of the principal if the agent gives the custodian:   A written request for disclosure in physical or electronic form;    An original or a copy of the power of attorney that gives the agent specific authority over digital assets or general authority to act on behalf of the principal;    A certification by the agent, under penalty of perjury, that the power of attorney is in effect; and    If requested by the custodian:   A number, username, address, or other unique subscriber or account identifier assigned by the custodian to identify the principal's account; or    Evidence linking the account to the principal.           History. Source: L. 2016: Entire part added,(SB 16-088), ch. 71, p. 185, § 1, effective August 10.    OFFICIAL COMMENT   This section establishes that the agent has default authority over all of the principal's digital assets, other than the content of the principal's electronic communications. When requesting access, the agent must write or email the custodian (see the comments in Section 1507).   The agent must also give the custodian an original or copy of the power of attorney and a certification by the agent, under penalty of perjury, that the power of attorney is in effect. Also, if requested by the custodian, the agent must provide a unique subscriber or account identifier assigned by the custodian to identify the principal's account, or some evidence linking the account to the principal.
CO Code § 15-1-1511 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 1 - Fiduciary|Part 15 - Revised Uniform Fiduciary Access to Digital Assets Act|§ 15-1-1511. Disclosure of Digital Assets Held in Trust When Trustee Is Original User

 Unless otherwise ordered by the court or provided in a trust, a custodian shall disclose to a trustee that is an original user of an account any digital asset of the account held in trust, including a catalog of electronic communications of the trustee and the content of electronic communications.   History. Source: L. 2016: Entire part added,(SB 16-088), ch. 71, p. 186, § 1, effective August 10.    OFFICIAL COMMENT   Section 1511 provides that trustees who are original users can access all digital assets held in the trust. There should be no question that a trustee who is the original user will have full access to all digital assets. This includes the content of electronic communications, as access to content is presumed with respect to assets for which the trustee is the initial user. A trustee may have title to digital assets when the trustee opens an account as trustee; under those circumstances, the trustee can access the content of each digital asset that is in an account for which the trustee is the original user, not necessarily each digital asset held in the trust.
CO Code § 15-1-1513 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 1 - Fiduciary|Part 15 - Revised Uniform Fiduciary Access to Digital Assets Act|§ 15-1-1513. Disclosure of Other Digital Assets Held in Trust When Trustee Not Original User

  Unless otherwise ordered by the court, directed by the user, or provided in a trust, a custodian shall disclose, to a trustee that is not an original user of an account, a catalog of electronic communications sent or received by an original or successor user and stored, carried, or maintained by the custodian in an account of the trust and any digital assets, other than the content of electronic communications, in which the trust has a right or interest if the trustee gives the custodian:   A written request for disclosure in physical or electronic form;    A certified copy of the trust instrument or a registration of the trust under part 2 of article 5 of this title 15;    A certification by the trustee, under penalty of perjury, that the trust exists and the trustee is a currently acting trustee of the trust; and    If requested by the custodian:   A number, username, address, or other unique subscriber or account identifier assigned by the custodian to identify the trust's account; or    Evidence linking the account to the trust.           History. Source: L. 2016: Entire part added,(SB 16-088), ch. 71, p. 186, § 1, effective August 10. L. 2018: (1)(b) amended,(SB 18-180), ch. 169, p. 1192, § 7, effective January 1, 2019.    OFFICIAL COMMENT   Section 1513 governs digital assets other than the contents of electronic communications, so it does not require the settlor's consent.   When requesting access, the trustee must write or email the custodian (see Comments to Section 1507).   The trustee must also give the custodian an original or copy of the trust, and a certification by the trustee, under penalty of perjury, that the trust exists and that the trustee is a currently acting trustee of the trust. Also, if requested by the custodian, the trustee must provide a unique subscriber or account identifier assigned by the custodian to identify the trust's account, or some evidence linking the account to the trust.
CO Code § 15-1-1517 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 1 - Fiduciary|Part 15 - Revised Uniform Fiduciary Access to Digital Assets Act|§ 15-1-1517. 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 states that enact it.   History. Source: L. 2016: Entire part added, (SB 16-088), ch. 71, p. 190, § 1, effective August 10.
CO Code § 15-1-1518 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 1 - Fiduciary|Part 15 - Revised Uniform Fiduciary Access to Digital Assets Act|§ 15-1-1518. Relation to Electronic Signatures in Global and National Commerce Act

 This part 15 modifies, limits, or 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).   History. Source: L. 2016: Entire part added, (SB 16-088), ch. 71, p. 190, § 1, effective August 10.
CO Code § 15-1.2-101 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 1.2 - Uniform Fiduciary Income and Principal Act (Effective January 1, 2022)|Part 1 - General Provisions (Effective January 1, 2022)|§ 15-1.2-101. Short Title

 [ ] This article 1.2 may be cited as the “Uniform Fiduciary Income and Principal Act”.  Editor's note: This section is effective January 1, 2022.  History. Source: L. 2021: Entire article added, (SB 21-171), ch. 143, p. 799, § 1, effective January 1, 2022.
CO Code § 15-1.2-103 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 1.2 - Uniform Fiduciary Income and Principal Act (Effective January 1, 2022)|Part 1 - General Provisions (Effective January 1, 2022)|§ 15-1.2-103. Scope

  [ ] Except as otherwise provided in the terms of a trust, a will, or this article 1.2, this article 1.2 applies to:   A trust or estate.    Reserved.       Editor's note: This section is effective January 1, 2022.  History. Source: L. 2021: Entire article added, (SB 21-171), ch. 143, p. 804, § 1, effective January 1, 2022.
CO Code § 15-1.2-104 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 1.2 - Uniform Fiduciary Income and Principal Act (Effective January 1, 2022)|Part 1 - General Provisions (Effective January 1, 2022)|§ 15-1.2-104. Governing Law

 [ ] Except as otherwise provided in the terms of a trust or this article 1.2, this article 1.2 applies when this state is the principal place of administration of a trust or estate. By accepting the trusteeship of a trust having its principal place of administration in this state or by moving the principal place of administration of a trust to this state, the trustee submits to the application of this article 1.2 to any matter within the scope of this article 1.2 involving the trust.  Editor's note: This section is effective January 1, 2022.  History. Source: L. 2021: Entire article added, (SB 21-171), ch. 143, p. 804, § 1, effective January 1, 2022.
CO Code § 15-1.2-202 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 1.2 - Uniform Fiduciary Income and Principal Act (Effective January 1, 2022)|Part 2 - Fiduciary Duties and Judicial Review (Effective January 1, 2022)|§ 15-1.2-202. Judicial Review of Exercise of Discretionary Power - Definition

  [ ] In this section, “fiduciary decision” means:   A fiduciary's allocation between income and principal or other determination regarding income and principal required or authorized by the terms of the trust or this article 1.2;    The fiduciary's exercise or nonexercise of a discretionary power regarding income and principal granted by the terms of the trust or this article 1.2, including the power to adjust under section 15-1.2-203, convert an income trust to a unitrust under section 15-1.2-303 (1)(a), change the percentage or method used to calculate a unitrust amount under section 15-1.2-303 (1)(b), or convert a unitrust to an income trust under section 15-1.2-303 (1)(c); or    The fiduciary's implementation of a decision described in subsection (1)(a) or (1)(b) of this section.       The court may not order a fiduciary to change a fiduciary decision unless the court determines that the fiduciary decision was an abuse of the fiduciary's discretion.    If the court determines that a fiduciary decision was an abuse of the fiduciary's discretion, the court may order a remedy authorized by law, including section 15-1-1001 of the “Colorado Uniform Trust Code” and part 5 of article 10 of this title 15. To place the beneficiaries in the positions the beneficiaries would have occupied if there had not been an abuse of the fiduciary's discretion, the court may order:   The fiduciary to exercise or refrain from exercising the power to adjust under section 15-1.2-203;    The fiduciary to exercise or refrain from exercising the power to convert an income trust to a unitrust under section 15-1.2-303 (1)(a), change the percentage or method used to calculate a unitrust amount under section 15-1.2-303 (1)(b), or convert a unitrust to an income trust under section 15-1.2-303 (1)(c);    The fiduciary to distribute an amount to a beneficiary;    A beneficiary to return some or all of a distribution; or    The fiduciary to withhold an amount from one or more future distributions to a beneficiary.       Reserved.    Editor's note: This section is effective January 1, 2022.  History. Source: L. 2021: Entire article added, (SB 21-171), ch. 143, p. 806, § 1, effective January 1, 2022.
CO Code § 15-1.2-301 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 1.2 - Uniform Fiduciary Income and Principal Act (Effective January 1, 2022)|Part 3 - Unitrust (Effective January 1, 2022)|§ 15-1.2-301. Definitions

 [ ] In this part 3:  Editor's note: This section is effective January 1, 2022.   “Applicable value” means the amount of the net fair market value of a trust taken into account under section 15-1.2-307.    “Express unitrust” means a trust for which, under the terms of the trust without regard to this part 3, income or net income must or may be calculated as a unitrust amount.    “Income trust” means a trust that is not a unitrust.    “Net fair market value of a trust” means the fair market value of the assets of the trust, less the noncontingent liabilities of the trust.    “Unitrust” means a trust for which net income is a unitrust amount. The term includes an express unitrust.    “Unitrust amount” means an amount computed by multiplying a determined value of a trust by a determined percentage. For a unitrust administered under a unitrust policy, the term means the applicable value, multiplied by the unitrust rate.    “Unitrust policy” means a policy described in sections 15-1.2-305 through 15-1.2-309 and adopted under section 15-1.2-303.    “Unitrust rate” means the rate used to compute the unitrust amount under subsection (6) of this section for a unitrust administered under a unitrust policy.     History. Source: L. 2021: Entire article added, (SB 21-171), ch. 143, p. 810, § 1, effective January 1, 2022.
CO Code § 15-1.2-302 (2021)
2021 Colorado Code|Title 15 - Probate, Trusts, and Fiduciaries|Article 1.2 - Uniform Fiduciary Income and Principal Act (Effective January 1, 2022)|Part 3 - Unitrust (Effective January 1, 2022)|§ 15-1.2-302. Application - Duties and Remedies

  [ ] Except as otherwise provided in subsection (2) of this section, this part 3 applies to:   An income trust, unless the terms of the trust expressly prohibit use of this part 3 by a specific reference to this part 3 or an explicit expression of intent that net income not be calculated as a unitrust amount; and    An express unitrust, except to the extent the terms of the trust explicitly:   Prohibit use of this part 3 by a specific reference to this part 3;    Prohibit conversion to an income trust; or    Limit changes to the method of calculating the unitrust amount.          This part 3 does not apply to a trust described in section 170 (f)(2)(B), 642 (c)(5), 664 (d), or 2702 of the “Internal Revenue Code of 1986”, 26 U.S.C. sec. 170 (f)(2)(B), 642 (c)(5), 664 (d), or 2702, as amended.    An income trust to which this part 3 applies under subsection (1)(a) of this section may be converted to a unitrust under this part 3 regardless of the terms of the trust concerning distributions. Conversion to a unitrust under this part 3 does not affect other terms of the trust concerning distributions of income or principal.    This part 3 applies to an estate only to the extent a trust is a beneficiary of the estate. To the extent of the trust's interest in the estate, the estate may be administered as a unitrust, the administration of the estate as a unitrust may be discontinued, or the percentage or method used to calculate the unitrust amount may be changed, in the same manner as for a trust under this part 3.    This part 3 does not create a duty to take or consider action under this part 3 or to inform a beneficiary about the applicability of this part 3.    A fiduciary that in good faith takes or fails to take an action under this part 3 is not liable to a person affected by the action or inaction.    Editor's note: This section is effective January 1, 2022.  History. Source: L. 2021: Entire article added, (SB 21-171), ch. 143, p. 811, § 1, effective January 1, 2022.