HomeMy WebLinkAbout978923Section 1.03
978923 10/20/2014 3:32 PM
LINCOLN COUNTY FEES: $84.00 PAGE 1OF 25
BOOK: 841 PAGE: 687 POWER OF ATTORNEY
JEANNE WAGNER, LINCOLN COUNTY CLERK
1 111111 11111 11 111I I 1 1111 1111111111 11111 111111111111 I I 1 1111 1111
General Durable Power of Attorney
of
I, Mark Walker of Idaho Falls, Idaho, am creating a durable power of attorney under the
laws of the State of Idaho. I hereby revoke all Powers of Attorney previously granted by
me as Principal and terminate all Agency relationships created by me except:
Powers granted by me under any Living Will, Durable Power of Attorney
for Healthcare and HIPAA Authorization;
Section 1.02 Successor Agent
MARK WALKER
I specifically revoke any previous power of attorney granting authority of any kind to
Laura Colleen Walker.
Article. One
Appointment of Agent
Section 1.01 Initial Agent
I appoint Julie Lynn Adams of 3658 Ellendale Circle, Idaho Falls, ID, 83406, (208) 403-
6194.
If Julie Lynn Adams fails to serve, I appoint the following persons to serve as successor
Agent, in the order named:
Teisha Barrows of 1266 South Ross Avenue, Idaho Falls, ID, 83406, (208)
529 -9040.
Prior or Joint Agent Unable to Act
A successor Agent or an Agent serving jointly with another Agent may establish that the
acting Agent or joint Agent is no longer able to serve as Agent, by signing an affidavit
that states that the Agent is not available or is incapable of acting. The affidavit may (but
need not) be supported by a death certificate of the Agent, a certificate showing that a
guardian or conservator has been appointed for the Agent, a letter from a physician
stating that the Agent is incapable of managing his or her own affairs, or a letter from the
Agent stating his or her unwillingness to act or delegating his power to the successor
Agent.
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Section 2.01 Effectiveness
Section 2.02 Durability
Article Two
Effectiveness of Appointment Durability Provision
The authority granted to my Agent under this power of attorney shall be effective
immediately upon signing.
The authority granted to my Agent under this power of attorney shall not be affected by
my subsequent disability, incompetency, incapacity or lapse of time.
Section 2.03 Term of Durable Power of Attorney
This Durable Power of Attorney shall expire at the earlier of:
My death (except for post -death matters allowed under the laws of Idaho),
or
Upon my revocation of this Power of Attorney.
Article Three
Powers Granted to My Agent
I grant my Agent the powers described in this Article so that my Agent may act on my
behalf. In addition, my Agent may do everything necessary to exercise the powers listed
below.
Section 3.01 Power to Fund
My Agent may transfer any of my assets or any interest I have in any property, tangible
or intangible, real or personal, to the trustee of any revocable trust agreement "trust
created by me before or after the execution of this power of attorney, and including any
trust that may extend beyond my incapacity or beyond my lifetime.
In order that my Agent may transfer property under this Section, I grant my Agent the
following general powers for the specific purpose of transferring property to my trusts:
My Agent may transfer any interest I have in real or personal property,
tangible or intangible to my trusts.
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My Agent may assign any rights I have to receive income from any source
to my trusts.
My Agent may execute all legal instruments and other documents
necessary or convenient to transfer property to my trusts.
My Agent may terminate savings, checking, safekeeping, brokerage,
investment advisory and custodial accounts in my name (alone or jointly
with others) at any bank, broker or financial institution and transfer all or
any part of my interest in the cash, stocks, bonds and securities of the
accounts to my trusts.
My Agent may enter and remove my property from any safe deposit box
registered in my name (alone or jointly with others) and transfer the
removed property to my trusts.
My Agent may designate the trust as beneficiary to receive any property,
benefit or contract right on my death, or to change any existing
designation to the trust as beneficiary.
I also grant my Agent general powers for the specific purpose of transferring any interest
I may have in property owned by me to any general partnership, limited partnership, or
limited liability company in which I have an interest. This power is subject to the same
limitations as set forth in the preceding paragraphs of this Section.
Section 3.02 Power to Sell
Unless specifically limited by the other provisions of this power of attorney, my Agent
may sell any interest I own in any kind of property, real or personal, tangible or
intangible, including any contingent or expectant interest, marital right and any right of
survivorship incident to joint tenancy or tenancy by the entirety. My Agent may
determine the terms of sale and may grant options with regard to sales.
My Agent may dispose of sales proceeds on my behalf as my Agent determines is
appropriate.
Section 3.03 Power to Buy
Unless specifically limited by the other provisions of this power of attorney, my Agent
may buy any kind of property. My Agent may determine the terms for buying property
and may obtain options to buy property. In addition, my Agent may arrange to insure the
purchased property, and otherwise arrange for its safekeeping.
My Agent is authorized to borrow money for the purposes described in this Section and
to secure the loan in any manner my Agent determines is appropriate.
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My Agent is authorized to repay from my funds any money borrowed by me or on my
behalf and to pay for any purchases made or cash advanced using my credit cards.
Section 3.04 Power to Invest
My Agent may invest and reinvest all or any part of my property in any other property of
whatever type, real or personal, tangible or intangible, and whether located inside or
outside the geographic borders of the United States and its possession or territories.
Unless specifically limited by the other provisions of this power of attorney, my Agent
may:
Invest in securities of all kinds, limited partnership interests, real estate or
any interest in real estate whether or not productive at the time of
investment, commodities contracts of all kinds, interests in trusts including
investment trusts;
Participate in common, collective or pooled trust funds or annuity
contracts;
Sell or otherwise terminate any investment made by me or on my behalf,
and establish and terminate savings and money market accounts at banks
and other financial institutions;
Establish and terminate accounts with securities brokers and use brokerage
accounts to make short sales and to buy on margin, and pledge any
securities held or purchased in brokerage accounts as security for loans
and advances made to the account;
Establish and terminate agency accounts with corporate fiduciaries; and
Employ and fire financial and investment advisors.
Section 3.05 Power to Manage Real Property
My Agent may manage any real property I now own or may acquire in the future
including my personal residence. Unless specifically limited by the other provisions of
this power of attorney, my Agent may:
Lease and sublease property for any period, and grant options to lease or
subdivide property, even if the term of the lease, sublease or option
extends beyond the term of this power of attorney;
Eject and remove tenants or other persons from property, and recover the
property by all lawful means;
Collect and sue for rents;
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Pay, compromise or contest tax assessments and apply for tax assessment
refunds;
Subdivide, partition, develop, dedicate property to public use without
consideration, or grant or release easements over my real property;
Maintain, protect, repair, preserve, insure, build upon, improve, demolish,
abandon and alter all or any part of my real property;
Employ laborers;
Obtain or vacate plats and adjust boundaries;
Adjust differences in the property's value on exchange or partition by
giving or receiving consideration;
Release or partially release real property from a lien;
Enter into any contracts, covenants and warranty agreements regarding my
real property that my Agent considers appropriate; and
Encumber property by mortgage or deed of trust.
My Agent may accept real property as a gift or as security for a loan.
Section 3.06 Power to Manage Tangible Personal Property
My Agent may manage any tangible personal property I now own or may acquire in the
future. Unless specifically limited by the other provisions of this power of attorney, my
Agent may:
Lease and sublease property for any period, and grant options to lease or
subdivide property, even if the term of the lease, sublease or option
extends beyond the term of this power of attorney;
Recover my property by all lawful means;
Collect and sue for rents;
Pay, compromise or contest tax assessments and apply for tax assessment
refunds;
Maintain, protect, repair, preserve, insure, improve, destroy, and abandon
all or any part of my property; and
Grant security interests in my property.
My Agent may accept tangible personal property as a gift or as security for a loan.
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Section 3.07 Power to Operate Businesses
My Agent may continue operating and managing any business in which I now or later
own an interest for the period of time and in any manner my Agent considers appropriate.
Unless specifically limited by the other provisions of this power of attorney, my Agent
may:
Act as a director, general or limited partner, or associate or officer of the
business;
Select and vote for directors, partners, associates and officers of the
business and enter into owners' agreements with other owners of any
business in which I have an interest;
Execute agreements and amendments to agreements necessary to the
operation of the business including, but not limited to, stockholder
agreements, partnership agreements, buy -sell agreements and operating
agreements for limited liability companies;
Hire and fire employees;
Pay employees' salaries and provide for employee benefits;
Employ legal, accounting, financial and other consultants;
Continue, modify, terminate, renegotiate and extend any contracts with
any person, firm, association or corporation;
Execute business tax returns and other government forms required for my
business;
Pay all business related expenses;
Transact business for me in my name and on my behalf;
Contribute additional capital to the business;
Change the name or the form of the business;
Incorporate the business;
Enter into a partnership agreement with other persons;
Join in a plan to reorganize or consolidate my business, or merge my
business with any other business;
Establish the value of the business under "buy -out" or "buy- sell"
agreements to which I am a party;
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Create, continue or terminate retirement plans for my business' employees
and make contributions required by those plans;
Advance money or other property to the business and make loans of cash
or securities to the business as my Agent considers appropriate; and
Borrow for the business and secure any loans with business assets or my
personal assets.
My Agent may sell, liquidate or close a business upon terms my Agent considers
appropriate, including a sale in exchange for cash, a private annuity and an installment
note or any combination of those arrangements.
Section 3.08 Power to Manage Partnership Interests
My Agent may manage any general, limited or special partnership interest I own now or
in the future. Unless specifically limited by the other provisions of this power of
attorney, my Agent may:
Exercise any right, power, privilege or option I may have or may claim
under any contract with the partnership;
Modify or terminate my interest on terms and conditions my Agent
considers appropriate;
Enforce the terms of the partnership agreement for my protection by
instituting or maintaining any action, proceeding or otherwise as my
Agent considers appropriate; and
Defend, arbitrate, settle or compromise any action or other legal
proceeding to which I am a party because of my membership in the
partnership.
Section 3.09 Power Regarding Securities
My Agent may exercise all rights regarding securities that I own now or in the future.
Specifically my Agent may:
Buy, sell, and exchange all types of securities and financial instruments
including but not limited to stocks, bonds and mutual funds. But my
Agent may not invest in commodity futures contracts and call and put
options on stocks and stock indexes;
Receive certificates and other evidences of ownership with regard to
securities;
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Hold securities in bearer or uncertified form and use a central depository,
clearing agency or book -entry system such as The Depository Trust
Company, Euroclear or the Federal Reserve Bank of New York;
Place all or any part of my securities in the custody of a bank or trust
company or in the name of its nominee;
Employ a broker dealer as custodian for my securities and register the
securities in the name of the broker -deal or its nominee;
Exercise voting rights with respect to securities in person or by proxy,
enter into voting trusts, and consent to limitations on the right to vote;
Participate in any reorganization, recapitalization, merger or similar
transaction; and
Exercise any subscription rights, option rights (whether or not qualified
under the Internal Revenue Code) or other rights to which I am entitled
now or in the future, or to sell and dispose of these rights, and, if required,
to .sign my name to rights, warrants or other similar instruments.
Section 3.10 Power to Collect and Settle My Obligations
My Agent may collect all rights and benefits to which I am entitled now or in the future,
including, but not limited to rights to, cash payments, property, debts, accounts, legacies,
bequests, devises, dividends and annuities. In collecting my obligations, my Agent may
demand, sue for, arbitrate, settle, compromise, receive, deposit, expend for my benefit,
reinvest or otherwise dispose of these matters as my Agent determines appropriate.
My Agent may use all lawful means and methods to recover these assets and rights, to
qualify me for benefits and claim benefits on my behalf, and to compromise claims and
grant discharges regarding the matters described in this Section. My Agent may convert
my assets into assets that do not disqualify me from receiving benefits, or my Agent may
divest my assets altogether. In any divestment action or asset conversion, I direct my
Agent to avoid disrupting the dispositive provisions of my estate plan as established by
me prior to my incapacity.
Section 3.11 Power Regarding Governmental Benefits
All Powers described in this section are exercisable with respect to all federal and state
(or any subdivision thereof) programs existing when this power of attorney was executed
or for which I become eligible after this power of attorney is executed. The power of
attorney shall extend to any state in which I live when my Agent's powers become
effective.
My Agent is appointed as my "Representative Payee" for the purposes of receiving
Social Security benefits. My Agent may collect all benefits payable to or for my benefit
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by any governmental agency or body, such as Supplemental Social Security (SSI),
Medicaid, Medicare, and Social Security Disability Insurance (SSDI). My Agent shall
have the full power to represent me and deal in all ways necessary concerning rights or
benefits payable to me by any governmental agency including, without limitation,
Supplemental Social Security Income (SSSI), Medicaid and Social Security Disability
Income (SSDI).
My Agent may:
Gift or otherwise spend down my estate for Medicaid eligibility and
planning.
Execute vouchers in my name for allowances and reimbursements payable
to me by the United States, a foreign government, a state, or a subdivision
of a state to me, including allowances and reimbursements for my
transportation, my wife's, children's and other individual's customarily or
legally entitled to be supported by me, and for shipment of their household
effects.
Take possession, remove and ship any of my property from a post,
warehouse, depot, dock, or other place of storage, whether governmental
or private, and execute and deliver a release, voucher, receipt, bill of
lading, shipping ticket, certificate, or other instrument for that purpose.
Prepare, file, and prosecute my claims for benefits or assistances, financial
or otherwise, for any claim to which I am entitled under a statute or
government regulation.
Prosecute, defend, arbitrate, settle, and propose or accept a compromise
with respect to any benefits I may be entitled to receive.
Receive the financial proceeds of any type of claim described in this
Section and invest, disburse, or use the proceeds on my behalf for any
lawful purpose.
Sign on my behalf any document necessary to permit my return to my
residence following my incapacity or other condition that prevents me
from currently living there.
Execute any trust agreement described in 42 U.S.C. 1396p (d)(4) with
any trustee or trustees that my Agent selects. In addition, my Agent may
deliver and convey any or all of my assets to the trustee or trustees of the
trust as well as designate the trust as payee of any income to which I
maybe entitled.
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Section 3.12 Power Regarding My Retirement Plans and Other Employee
Benefits
My Agent may exercise all rights and collect all qualified retirement benefits to which. I
am entitled now or in the future. Specifically, my Agent may:
Establish, using any of my assets, one or more qualified retirement plans
in my name;
Make contributions, including "rollover" contributions, or cause
contributions to be made, to any qualified retirement plan my Agent
considers appropriate using my assets;
Receive and endorse checks and other distributions to me from any
qualified retirement plans, or arrange for the direct deposit of those checks
or distributions in any of my accounts;
Elect any form of payment from my qualified retirement plans and to
withdraw benefits on my behalf from the IRAs and retirement plans;
Make, exercise, waive or consent to any and all election and option that I
may have regarding contributions to qualified retirement plans,
investments and administration of the retirement plans, and distribution or
other forms of qualified retirement benefits available to me; and
Borrow money, purchase assets from any of my qualified retirement plans
and sell assets to any of my qualified retirement plans if the plan
authorizes these actions.
My Agent may make primary and contingent beneficiary designations, whether revocable
or irrevocable, change primary and contingent revocable beneficiary designations, and
consent or waive consent in connection with the designation of primary and contingent
beneficiaries and the selection of joint and survivor annuities under any employee benefit
plan. But my Agent may not directly or indirectly designate a greater share or portion of
any benefit than my Agent would have otherwise received unless all other beneficiaries
under the IRA or plan consent to the change in beneficiary designation.
For all purposes of this Section, "qualified retirement plan" means a plan qualified under
Section 401 of the Internal Revenue Code, an individual retirement arrangement under
Section 408 or Section 408A or a tax sheltered annuity under Section 403. The term
"qualified retirement benefits" means the amounts held in or distributed pursuant to a
plan qualified under Section 401, an individual retirement arrangement under Section 408
or Section 408A, a tax sheltered annuity under Section 403 or any other benefit subject to
the distribution rules of Section 401(a)(9).
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Section 3.13 Power Regarding Bank Accounts
My Agent may establish bank accounts of any type in one or more bank institutions that
my Agent may choose. My Agent may modify, terminate, make deposits to, write checks
on, make withdrawals from and grant security interests in any account in my name or to
which I am an authorized signatory, except accounts held by me in a fiduciary capacity.
In exercising this authority, it does not matter whether or not the account was established
by me or for me by my Agent. My Agent is authorized to negotiate, endorse or transfer
any check or other instrument with respect to any account, to contract for any services
rendered by any bank or financial institution, and to execute, on my behalf as principal,
any agency or power of attorney forms furnished by a bank with respect to accounts with
the bank that appoints the bank or any person as my agent.
If more than one Agent is serving concurrently under this power of attorney, the signature
of any one of them is sufficient to endorse checks or drafts and to draw checks or drafts
on my financial accounts.
Section 3.14 Power Regarding Safe Deposit Boxes
My Agent may contract with any institution to rent a safe deposit box in my name. My
Agent may have access to any safe deposit box in my name or with respect to which I am
an authorized signer. This Section will apply whether or not the contract for the safe
deposit box was executed by me alone or jointly with others or by my Agent in my name.
My Agent may also add to or remove the contents of a safe- deposit box, or terminate any
rental contract for a safe deposit box.
Section 3.15 Power to Prosecute and Defend Legal Actions
My Agent may institute, supervise, prosecute, defend, intervene in, abandon,
compromise, adjust, arbitrate, settle, dismiss, and appeal from any and all legal,
equitable, judicial or administrative hearings, actions, suits or proceedings involving me
in any way. This authority includes, but is not limited to, claims by or against me arising
out of property damage or personal injury suffered by or caused by me or under
circumstances such that the resulting loss may be imposed on me. My Agent may
otherwise engage in litigation involving me, my property or my legal interests, including
any property, interest or person for which or whom I have or may have any
responsibility.
Section 3.16 Power to Loan and Borrow
My Agent may make secured or unsecured loans to any person, entity, trust or estate on
my behalf, for any term or payable on demand, with or without interest. My Agent may
enter into or modify the terms of any mortgage, deed of trust or security agreement made
in connection with any loan and may release or foreclose on the mortgage, deed of trust,
or security.
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My Agent may borrow money on my behalf at interest rates and on other terms that my
Agent considers advisable from any person, institution or other source including, if my
then- acting Agent is a corporate fiduciary, its own banking or commercial lending
department.
My Agent may encumber my property by mortgages, pledges, and other hypothecation
and shall have the power to enter into any mortgage or deed of trust even though the term
of the mortgage or deed of trust may extend beyond the term for which this power of
attorney is effective.
My Agent may borrow money for any purpose on any life insurance policy owned by me
on my life even though the term of the loan may extend beyond the term for which this
power of attorney is effective. My Agent may grant a security interest in the policy to
secure the loan. In this regard, my Agent may assign and deliver the policy as security.
No insurance company will be under any obligation to determine the necessity of the loan
or how my Agent applies the loan proceeds.
Section 3.17 Power to Renounce or Resign from Fiduciary Positions
My Agent may resign or renounce for me any fiduciary position I hold now or in the
future including personal representative, trustee, guardian, attorney -in -fact, and officer or
director of a corporation and any governmental or political office or position. In so
doing, my Agent may file an accounting with the appropriate court of competent
jurisdiction or settle on the basis of a receipt, release or other appropriate method.
Section 3.18 Power to Disclaim or Release Property Interests
My Agent may renounce and disclaim any property or property interest or power to
which I may become entitled by gift, testate or intestate succession. My Agent may
release or abandon any property interest or power that I may own or hold now or in the
future, including any interest in, or right over, a trust, including the right to alter, amend,
revoke or terminate the trust. My Agent may claim an elective share in any estate or
under any will. But my Agent may not make any disclaimer that is expressly prohibited
by the law or other provisions of this power of attorney.
Section 3.19 Power Regarding Insurance
My Agent may purchase, maintain, surrender, collect, or cancel:
All kinds of life insurance or annuities on my life or the life of any one in whom I
have an insurable interest;
Liability insurance protecting me and my estate against third party claims;
Hospital insurance, medical insurance, Medicare supplement insurance, custodial
care insurance, and disability income insurance for me or my dependents; and
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Casualty insurance insuring my assets against loss or damage due to fire, theft, or
other commonly insured risk.
My Agent may pay all insurance premiums, select any options under the policies,
increase coverage under any policy, borrow against any policy, pursue all insurance
claims on my behalf, and adjust insurance losses. This authority shall apply to both
private and public plans, including Medicare, Medicaid, SSI and Workers'
Compensation.
My Agent may select and amend the primary and contingent beneficiary designations
under insurance policies insuring my life. My Agent may also select and amend primary
and contingent beneficiary designations under any annuity contract in which I have an
interest; provided, however, that my Agent may not directly or indirectly designate to
himself or herself a greater share or portion of any benefit my Agent would have
otherwise received unless the change is consented to by all other beneficiaries under the
policy.
My Agent may decrease or terminate coverage under any insurance policy insuring my
life. My Agent may receive and dispose of the cash value received if the policy is
decreased or terminated and dispose of the cash value as my Agent considers appropriate.
Section 3.20 Power Regarding Taxes
My Agent may represent me in all tax matters and proceedings before any agent or
officer of the Internal Revenue Service, state and local authorities and in any court, for all
periods including the date this power of attorney is executed until December 31, 2050.
My Agent may:
Prepare, sign, and file all federal, state, and local tax returns including income,
gift, FICA and payroll tax returns on my behalf;
Prepare, sign, and file claims for refunds, requests for extensions of time to file
returns or pay taxes, extensions and waivers of applicable periods of limitation,
protests and petitions to administrative agencies or courts (including, but not
limited to, the United States Tax Court);
Sign consents and agreements under Section 2032A of the Internal Revenue Code
or any successor section and consents to split gifts, closing agreements, and any
power of attorney form required by the Internal Revenue Service or any state or
local taxing authority with respect to any tax year;
Pay taxes due, collect and dispose of refunds as my Agent determines appropriate,
post bonds, receive confidential information and contest deficiencies determined
by the Internal Revenue Service or any state or local taxing authority;
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Section 3.22 Power to Make Gifts
Exercise any election I have under federal, state or local tax law and allocate any
generation skipping tax exemption to which I am entitled; and
Engage representation for me in any and all tax proceedings by attorneys -at -law,
Certified Public Accountants, enrolled agents, and other licensed tax
professionals.
Section 3.21 Power to Deal with My Spouse
My Agent may deal with my spouse on my behalf. In dealing with my spouse, my Agent
may partition, transfer and exchange any of my marital property estate, whether separate
or community property between my spouse and me. My Agent may enter into and
execute on my behalf marital property agreements, partition and exchange agreements or
community property agreements or may enforce, amend or revoke any marital property
agreement between my spouse and me but only with respect to rights in and obligations
with respect to property owned by my spouse, by me or by both of us and with respect to
reclassification of management and control over our property.
My Agent may make gifts on my behalf. In order to make gifts, my Agent may withdraw
assets from any trust created by me and from which I may withdraw assets.
For purposes of this power of attorney, my Agent may forgive any debts owed to me, and
any debt forgiven will be considered a gift to the debtor.
For purposes of this Section, "my beneficiaries" shall mean my current wife, my
descendants and beneficiaries, including contingent beneficiaries, named in my Will or
my revocable living trust.
As mentioned in Section 3.11, my Agent may gift or otherwise spend down my estate for
Medicaid eligibility and planning.
My Agent may make gifts on the following terms and conditions:
(a) Continuation of My Gifting
My Agent may honor pledges and continue to make gifts to charitable
organizations that I have regularly supported in the amounts I have
customarily given. My Agent may make gifts in order to assure the
continuation of any gifting program initiated by me prior to the time I
became incapacitated.
My Agent may make special occasion gifts to my estate plan beneficiaries,
family members, or friends, in equal or unequal amounts, that reflect my
past giving and my relationship with such individuals.
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(b) Gifts to My Agent
1 specifically authorize gifts to my Agent, but only a Special Agent
appointed under the provisions of Section 7.03 may make gifts to my
Agent. My Agent may not make gifts to himself 'or herself, his or her
estate, his or her creditors, or the creditors of his or her estate.
(c) Gifts to My Beneficiaries
My Agent may make gifts on my behalf, limited in amount to the federal
annual gift tax exclusion amount, to or for the benefit of my beneficiaries
if my Agent considers the gift to be in my best interest or in the best
interest of the beneficiary, including, without limitation, the minimization
of income, estate, inheritance or gift taxes.
(d) Gift Splitting Authorized
My Agent is authorized to consent to the splitting of gifts under Section
2513 of the Internal Revenue Code or under similar provisions of any state
or local gift tax laws.
(e) Methods of Making Gifts
My Agent may make gifts of my property under this Section outright, in
trust or in any other manner that my Agent considers appropriate.
By way of example and without limiting my Agent's powers under this
Section, my Agent is specifically authorized to make gifts by creating
tenancy in common and joint tenancy interests or establishing irrevocable
trusts including charitable or non charitable split interest trusts. My Agent
may make gifts by establishing and contributing my property to
corporations, family limited partnerships, limited liability partnerships,
limited liability companies or other similar entities and by making gifts of
interests in any of those entities.
To accomplish the objectives described in this subsection, my Agent may
establish and maintain financial accounts of all types and may execute,
acknowledge, seal and deliver deeds, assignments, agreements,
authorizations, checks and other instruments. My Agent may prosecute,
defend, submit to arbitration, settle or propose or accept a compromise
with respect to a claim existing in. favor of or against me based on or
involving a gift transaction on my behalf. My Agent may intervene in any
related action or proceeding.
My Agent may perform any other act my Agent considers necessary or
desirable to complete a gift on my behalf in accordance with the
provisions of this Section.
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(f) Standard for Making Gifts
It is my desire that in making gifts on my behalf, my Agent consider the
history of my gift making and my estate plan. To the extent reasonably
possible, I direct my Agent to avoid disrupting the dispositive provisions
of my estate plan as established by me prior to my incapacity.
(g) Ratification of Gifts
I specifically ratify any gifts made by my Agent under the terms of this
power of attorney.
Article Four
Care and Control of Principal
My Agent may, in my Agent's sole and absolute discretion, exercise the following
powers with respect to the control and management of my person.
Section 4.01 Power to Provide for My Support
My Agent may do anything reasonably necessary to maintain my customary standard of
living, including:
Maintain my residence by paying all operating costs, including, but not
limited to, interest on mortgages or deeds of trust, amortization payments,
repairs and taxes, or by purchasing, leasing or making other arrangement
for a, different residence;
Provide normal domestic help;
Provide clothing, transportation, medicine, food and incidentals; and
Make all necessary arrangements, contractual or otherwise, for my care at
any hospital, hospice, nursing home, convalescent home or similar
establishment, or in my own residence should I desire it, and assure that
all of my essential needs are met wherever I may be.
Section 4.02 Power to Provide for Support of Dependents
My Agent may make payments as my Agent deems necessary for the health, education,
maintenance or support of my wife and those my Agent determines to be dependent on
me for support.
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Section 4.03 Power to Protect or Dispose of Property
If my Agent determines that I will never be able to return to my residence from a
hospital, hospice, nursing home, convalescent home or similar facility, my Agent may
dispose of my residence. In so doing, my Agent may sell, lease, sublease or assign my
interest on terms and conditions that my Agent considers appropriate.
My Agent may store and safeguard any items of tangible personal property remaining in
my residence and pay all storage costs. Alternatively, my Agent may sell any items that
my Agent believes I will never need again on terms and conditions that my Agent
considers appropriate.
As an alternative to storing my tangible personal property, my Agent may transfer
custody and possession, but not title, of any property item to the person named in my
Will or my revocable living trust as the person entitled to receive that property item on
my death.
Section 4.04 Power to Provide for My Recreation and Travel
My Agent may, at my expense, allow me to engage in recreational and sports activities as
my health permits, including travel.
Section 4.05 Power to Provide for Religious and Spiritual Needs
My Agent may provide for my religious and spiritual needs, including involvement of
religious clergy and spiritual leaders in my care and my membership in religious and t:
spiritual organizations consistent with nay religious beliefs. My Agent may purchase
religious books, tapes and other materials for my use and benefit.
Section 4.06 Power to Provide for Companionship
My Agent may arrange any form of companionship for me necessary to meet my needs if
I am unable to arrange for such companionship myself.
Section 4.07 Power to Make Advance Funeral Arrangements
My Agent may make advance arrangements for my funeral and burial, including a burial
plot, marker and any other related arrangements that my Agent considers appropriate.
Article Five
Incidental Powers
My Agent may perform those acts and execute and deliver those legal documents
necessary or appropriate to the exercise of the powers set forth in this power of attorney,
including, but not limited, to the following incidental powers.
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T
Section 5.01 Power to Commence Court Proceedings
My Agent may commence any court proceedings necessary to protect my legal rights and
interests under this power of attorney including, but not limited to:
Actions for declaratory judgments from any court of competent
jurisdiction interpreting the validity of this power of attorney and any of
the acts sanctioned by this power of attorney; provided, however, that my
Agent need not seek a declaratory judgment to perform any act sanctioned
by this power of attorney;
Actions for mandatory injunctions requiring any person or entity to
comply with my Agent's directions as authorized by this power of
attorney; and
Actions for actual and punitive damages and the recoverable costs and
expenses of such litigation against any person or entity who negligently or
willfully fails or refuses to follow my Agent's directions as authorized by
this power of attorney.
Section 5.02 Power to Employ and Discharge Personnel
My Agent may employ and remove investment advisors, accountants, auditors,
depositories, custodians, brokers, consultants, attorneys, expert advisors, agents and
employees to advise or assist my Agent as my Agent considers appropriate.
Section 5.03 Power to Sign Documents
My Agent may sign, execute, endorse, seal, acknowledge, deliver and file or record all
appropriate legal documents necessary to exercise the powers granted under this power of
attorney.
Section 5.04 Power to Submit Costs for Payment
If my Agent incurs costs in performing any powers granted under this power of attorney,
or in enforcing compliance with the powers given to my Agent under this power of
attorney, my Agent may submit those costs to any person who has the authority to pay
those costs such as the trustee of my revocable living trust or to my guardian or
conservator. My trustee, conservator or guardian shall promptly pay those costs.
Section 5.05 Power Regarding My Mail
My Agent may open, read, respond to and redirect my mail. My Agent may represent me
before the U.S. Postal Service and all other mail or package carriers in any matter relating
to mail or delivery services including the receipt of certified mail.
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Section 5.06 Power Regarding Memberships
My Agent may establish, cancel, continue or initiate my membership in organizations and
associations of all kinds.
Section 5.07 Power Regarding Custody of Documents
My Agent may take, give or deny custody of my important documents, including my Will
and any codicils, trust agreements, deeds, leases, life insurance policies, contracts or
securities. My Agent may disclose or not disclose the whereabouts or contents of those
documents as my Agent believes appropriate.
Section 5.08 Power to Care for My Pets
My Agent may provide for the housing, support, and maintenance of my pet animals. My
Agent may contract for and pay the expenses of their proper veterinary care and
treatment. But if my Agent decides that the care and maintenance of my pet animals is
unreasonably expensive or burdensome, my Agent may give the pet animals to persons
willing to care for and maintain them.
Article Six
Limitation on Powers
All powers granted to my Agent under this power of attorney are subject to the
limitations set forth in this Article.
Section 6.01 Tax Sensitive Powers
No individual serving as my Agent may exercise any fiduciary power or discretion if the
exercise of that power or discretion would:
Cause any income generated by my property to be attributed to nay Agent
for federal income tax purposes;
Cause the value of any property subject to this power of attorney to be
included in my Agent's gross estate for federal estate tax purposes;
Cause any distribution made or allowed to be made by my Agent to be
treated as a gift from my Agent; or
Discharge a legal obligation of my Agent.
If the exercise of a power by my Agent under this power of attorney would cause any of
the foregoing results, a Special Agent appointed under the provisions of Section 7.03 may
exercise the power or discretion.
General Durable Power of Attorney of Mark Walker
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Section 6.02 Life Insurance on the Life of My Agent
No individual Agent may. exercise any powers or rights in a policy owned by me that
insures the life of that Agent. Any powers and rights regarding the policy will be
exercised solely by another Agent serving under this power of attorney.
Section 6.03 Prohibition on Power over Prior Transfers
No Agent may exercise any power or authority over any irrevocable trust created by my
Agent to which I am a trustee or a beneficiary or any asset given to me by my Agent.
Section 6.04 My Agent to Avoid Disrupting My Estate Plan
If it becomes necessary for my Agent to liquidate or reinvest any of my assets to provide
support for me, I direct that my Agent, to the extent that it is reasonably possible, avoid
disrupting the dispositive provisions of my estate plan as established by me prior to my
incapacity.
If it is necessary to disrupt the dispositive provisions of my estate plan, my Agent will
use his or her best efforts to restore my plan as soon as possible. My Agent will make
reasonable efforts to obtain and review my estate plan. I authorize any person with
knowledge of my estate plan or possession of my estate planning documents to disclose
information to my Agent and to provide copies of documents to my Agent.
Article Seven
Administrative Powers and Provisions
This Article contains certain administrative powers and provisions that facilitate the use
of the power of attorney and that protect my Agent and those who rely upon my Agent.
Section 7.01 Release of Information
My Agent may release and obtain, as the case may be, any and all information regarding
my financial investments and taxes, including any information regarding stocks, bonds,
certificates of deposit, bank accounts, tax returns, retirement accounts, pension plans, and
any other documents or information regarding my financial affairs and taxes from my
attorneys -at -law, financial advisors, insurance professionals, accountants, stockbrokers,
stock transfer agents, and any other persons having such information.
I release these persons or entities from any liability for releasing the above referenced
information to my Agent in reliance on this Section.
If my Agent is an attomey -at -law or other accounting or financial professional, the
professional regulations of my Agent's profession and federal law may prohibit my
Agent from releasing information about my financial affairs to others if I am a client of
General Durable Power of Attorney of Mark Walker
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my Agent. This instrument, therefore, is a limited waiver of any privilege (such as the
attorney- client privilege) that I have established with any Agent as a client. The privilege
is waived for the limited purpose of permitting my Agent to perform his or her duties
under this power of attorney.
Section 7.02 Nomination of Guardian
If at any time proceedings are initiated for the appointment of Guardian, I nominate the
person serving, or named to serve, as my Agent under this power of attorney at the time
the proceedings are initiated.
Section 7.03 Appointment of a Special or Ancillary Agent
If for any reason any Agent is unwilling or unable to act with respect to any property or
any provision of this power of attorney, my Agent shall appoint, in writing, a corporate
fiduciary or an individual to serve as Special Agent as to the property or with respect to
the provision. The Special Agent appointed must be an individual that is not related or
subordinate to my Agent within the meaning of Section 672(c) of the Internal Revenue
Code. My Agent may revoke any such appointment at will.
If my Agent determines that it is necessary or desirable to appoint an Ancillary Agent to
act under this power of attorney in a jurisdiction other than this one, my Agent may do
so. In making an appointment, my Agent may sign, execute, deliver, acknowledge and
make declarations in any documents that may be necessary, desirable, convenient or
proper in order to carry out the appointment.
A Special or Ancillary Agent may exercise all powers granted by this power of attorney
unless expressly limited elsewhere in this power of attorney or by the instrument
appointing the Special or Ancillary Agent. A Special or Ancillary Agent may resign at
any time by delivering written notice of resignation to my Agent. Notice of resignation
shall be effective in accordance with the terms of the notice.
Section 7.04 Agent Authorized to Employ My Attorney
My Agent may employ the attorney who prepared this power of attorney or any other
attorney employed by me in connection with my estate plan or business matters and I
specifically:
Waive any and all conflicts of interest that might arise through such
employment;
Authorize the attorney to make full disclosure of my estate plan and
business to the Agent; and
Authorize the attorney to accept the engagement.
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Section 7.05 Fiduciary Eligibility of Agent
My Agent shall be eligible to serve in any other fiduciary capacity for me or for my
benefit, including trustee, guardian, conservator, committee, executor, administrator, or
personal representative.
Section 7.06 Reimbursement for Expenses and Compensation
My Agent may pay himself or herself, from my assets, fair and reasonable compensation
authorized by law for services performed under this power of attorney and, in addition,
my Agent may reimburse himself or herself for all reasonable expenses incurred for
carrying out any provision of this power of attorney.
Section 7.07 Liability of Agent
I release and discharge any Agent acting in good faith from any and all civil liability and
from all claims or demands of all kinds whatsoever by me, my estate, and my heirs,
successors and assigns arising out of the acts or omissions of my Agent, except for willful
misconduct or gross negligence. This protection extends to the estate, heirs, successors
and assigns of my Agent.
Section 7.08 Amendment and Revocation
I may amend or revoke this power of attorney at any time. Amendments to this
document must be made in writing by me personally (not by my Agent) and must be
attached to the original of this document and recorded in the same county or counties as
the original if the original is recorded.
The written notice of revocation or amendment to my Agent must be:
personally delivered and receipt of delivery received,
mailed postage prepaid by certified mail, return receipt requested, to the
last known address of my Agent, or
sent by express mail or commercial expedited delivery providing a receipt
for such delivery.
Section 7.09 Resignation
My Agent may resign by the execution of a written resignation delivered to me or, if I am
mentally disabled, by delivery to any person with whom I am residing or who has my
care and custody.
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Section 7.10 Signature of Agent
My Agent shall use the following form when signing documents on my behalf pursuant
to this power:
Mark Walker, by Julie L. Adams, Agent.
Section 7.11 Interpretation
This power of attorney is a general power of attorney and should be interpreted as
granting my Agent all general powers permitted under the laws of State of Idaho. The
description of specific powers is not intended to, nor does it, limit or restrict any of the
general powers granted to my Agent.
Section 7.12 Use of "Agent" Nomenclature
The word "Agent" and any modifying or equivalent word or substituted pronoun includes
the singular and the plural and the masculine, feminine and neuter genders.
Section 7.13 Third Party Reliance
No person who relies in good faith on the authority of my Agent under this power of
attorney will incur any liability to me, my estate, or my heirs, successors and assigns.
Any party dealing with my Agent may conclusively rely upon an affidavit or certificate
of my Agent that:
The authority granted to my Agent under this power of attorney is in
effect;
My Agent's actions are within the scope of my Agent's authority under
this power of attorney;
I was competent when I executed this power of attorney;
I have not revoked this power of attorney; and
My Agent is currently serving as my Agent.
Section 7.14 Effect of Duplicate Originals or Copies
If this power of attorney has been executed in multiple counterparts, each counterpart
original will have equal force and effect. My Agent may make photocopies (photocopies
shall include: facsimiles and digital or other reproductions, hereafter referred to
collectively as "photocopy of this power of attorney and each photocopy will have the
same force and effect as the original.
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Section 7.15 Governing Law
This power of attorney's validity and interpretation will be governed by the laws of the
State of Idaho. To the extent permitted by law, this power of attorney is applicable to all
my property, whether real, personal, intangible or mixed, wherever located, and whether
or not the property is owned by me now or in the future.
Section 7.16 Severability
If any provision of this power of attorney is declared invalid for any reason, the
remaining provisions will remain in full force and effect.
Article Eight
Declarations of the Principal
I understand that this power of attorney is an important legal document. Before
executing this power of attorney, my attorney explained to me the following:
The power of attorney provides my Agent with broad powers to dispose
of, sell, convey and encumber my real and personal property.
The powers will exist for an indefinite period of time unless I revoke the
power of attorney or I have limited their duration by specific provisions in
the power of attorney.
This Durable Power of Attorney will continue to exist notwithstanding my
subsequent disability or incapacity.
I have the power to revoke or terminate this Durable Power of Attorney at
any time.
Dated: February /19 2010
Mark Walke Principal
General Durable Power of Attorney of Mark Walker
Page 24
STATE OF IDAHO
COUNTY OF BONNEVILLE
Witness my hand and official seal.
go
Notary Public for Idaho
Residing at Rigby
My commission expires: 05/10/2013
ACKNOWLEDGMENT FOR PRINCIPAL
ss.
On this it day of February, 2010, before me personally appeared Mark Walker, as
Principal, personally known to me or proved to me on the basis of satisfactory evidence
to be the individual whose name is subscribed to the foregoing Durable Power of
Attorney, and acknowledged that he executed the same as his voluntary act and deed for
the purposes therein contained.
General Durable Power of Attorney of Mark Walker
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