201208135 - Laserfiche WebLink

Browse

201208135 it is not to be deemed a general waiver of the privilege. My agents are authorized b me to release such information to third persons if my agent or agents deem it to be reasonable or necessary in the exercise of the powers granted in this instrument. 23. To prepare, sign and file (on my behalf) and to jointly file with others if advisable, federal, state, or local, income, gift, or other tax returns of any kind, to claim for refunds, to request for extensions of time, to petition to the tax courts or other courts regarding tax matters, and to sign any and all tax related documents, including, without limitation, receipts, offers, waivers, consents (including, but not limited to, consents and agreements under Internal Revenue Code Section 2032A, or any successor section thereto), powers of attorneys, closing agreements; and to exercise any elections I may have under any tax law; and to generally act in my behalf in all tax matters of all kinds, and for all periods before all persons representing any taxing authority, including signing on my behalf a power of attorney directed to the Internal Revenue Service, including the receipt of confidential information and the posting of bonds and to represent me or others I am responsible for in all such proceedings. 24. To exercise any right which I might have to renounce or disclaim any interest in property; to exercise my right to claim an elective share; or to claim any homestead or family allowance, or exempt property allowance. 25. To exercise any right to elect benefit or payment options, to terminate, to change beneficiaries or ownership, to assign rights, to borrow or receive cash value in return for the surrender of any or all rights under any of the following: a) Life insurance or annuity policies, plans or benefits which I might own; b) Mutual funds and other dividend investment plans which I might be a party to or have ownership in; c) Retirement, profit sharing, and employee welfare plans and benefits, including pension plans which I might have an interest in; and d) Any other similar type of fund or account. 26. To exercise any right, power or privilege reserved to me, or which I might exercise under any trust. 27. To expend or distribute any income or principal for the support, education, care or benefit of me and my dependents or anyone I am responsible for, without regard to other sources of income. 28. To continue with or commence gifting programs. My attorney-in-fact may make gifts of any of my property, whether real or personal, outright or in trust, including the formation of new trust entities. Gifts may be given for the benefit for all or a portion of the members of my family including my attorney-in-fact Anna M. Crumrine, Diane Krajewski, and Rod Crumrine. Gifts may also be made to other persons or entities. Property transferred under this section to any donee in any calendar year shall not exceed the maximum amount allowable as a tax free transfer, or allowable as an annual exclusion, or as may be allowed under the Unified Estate and