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04/14/2023 14:18 6033329531 PAGE 05/05 202302499 Attorney in Fact - DUTIES (Additional tasks to consider) Rosie Carruth As Attorney in Fact, you are required to perform certain functions. Those functions are outlined in the Instructions to Attorneys in Fact provided to you. In addition to the. legal requirements and for the convenience of meeting the legal requirements, it is suggested that you perform the following: 1. Have the Post Office forward mail to you. 2. Make an inventory of all assets and their values. Deliver a copy of this inventory to all relatives and to your attorney. 3. Open a separate checking account; number the checks (if not already numbered) and use the check register provided. Sign the checks "Michael L. Carruth OR Ronald L. Carruth POA for Rosie Carruth". 4. Be sure to use this checking account for all deposited funds and paid bills; explain on checks and deposit slips what is being paid or deposited (be specific); for example if you cash a C.D. and buy a new one, deposit the money in the checking account and write a check for the new C.D. 5. Have all banks give you a statement of the value of the funds, C.D.s etc. in Rosie Carruth's name at the time your duties are initiated. Ask that 1099s be sent to you at the end of the year. 6. Keep all bank statements, and after the checking account register is balanced, keep the statement or give to this law office for safekeeping. 7. Obtain names, addresses, and phone numbers of all relatives. 8. If there is real estate, look for abstracts and put in a safe place. 9. Make a list of all creditors (include complete address). 10. Gather the income tax returns for the last two years. 11. Determine what insurance is being used (house, auto, renter/personal property, health, life, nursing home supplements), when the premiums are due, and what is covered by each policy and in what amounts.