g. Make gifts.
COMPENSATION TO AGENT FROM PRINCIPAL'S FUNDS
Initials
_____ 13. compensation. My agent may receive compensation only in an amount not greater than that usual for the services to be performed if expressly authorized in the special instructions portion of this document.
accounting
Initials
_____ 14. accounting. My agent shall render an accounting (monthly) (quarterly) (annually) (CIRCLE ONE) to me or to .... (insert name and address) during my lifetime and a final accounting to the personal representative of my estate, if any is appointed, after my death.
Nomination of guardian
Initials
_____ 15. GUARDIAN: If necessary, I nominate .... (name) of .... (address) as guardian of my person and I nominate .... (name) of .... (address) as guardian of my estate.
special instructions
Initials
_____ 16. SPECIAL INSTRUCTIONS:
ON THE FOLLOWING LINES YOU MAY GIVE SPECIAL INSTRUCTIONS REGARDING THE POWERS GRANTED TO YOUR AGENT.
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
TO ESTABLISH WHEN, AND FOR HOW LONG, THE BASIC POWER OF ATTORNEY FOR FINANCES AND PROPERTY IS IN EFFECT, YOU MUST INITIAL ONLY ONE OF THE FOLLOWING 3 OPTIONS. IF YOU DO NOT INITIAL ONE, OR IF YOU INITIAL MORE THAN ONE, THIS BASIC POWER OF ATTORNEY FOR FINANCES AND PROPERTY WILL NOT TAKE EFFECT.
Initials
_____ This basic power of attorney for finances and property becomes effective when I sign it and will continue in effect as a durable power of attorney under section 243.07, Wisconsin Statutes, if I become disabled or incapacitated.
_____ This basic power of attorney for finances and property becomes effective only when both of the following apply:
a. I have signed it; and
b. I become disabled or incapacitated.
_____ This basic power of attorney for finances and property becomes effective when I sign it but will cease to be effective if I become disabled or incapacitated.
I agree that any 3rd party who receives a copy of this document may act under it. Revocation of this basic power of attorney is not effective as to a 3rd party until the 3rd party learns of the revocation. I agree to reimburse the 3rd party for any loss resulting from claims that arise against the 3rd party because of reliance on this basic power of attorney.
Signed this .... day of ...., (year)
....
(Your Signature)
....
(Your Social Security Number)
By signing as a witness, I am acknowledging the signature of the principal who signed in my presence and the presence of the other witness, and the fact that he or she has stated that this power of attorney reflects his or her wishes and is being executed voluntarily. I believe him or her to be of sound mind and capable of creating this power of attorney. I am not related to him or her by blood or, marriage or adoption, and, to the best of my knowledge, I am not entitled to any portion of his or her estate under his or her will.
Witness: ....
Dated: ....
By: ....
Print Name: .....
Address: ....
Witness: ....
Dated: ....
By: ....
Print Name: .....
Address: ....
State of ....
County of ....
This document was acknowledged before me on .... (date) by .... (name of principal).
....
(Signature of Notarial Officer)
(Seal, if any)
(Title)
[My commission is permanent or expires: .... ]
BY ACCEPTING OR ACTING UNDER THE APPOINTMENT, THE AGENT ASSUMES THE FIDUCIARY AND OTHER LEGAL RESPONSIBILITIES AND LIABILITIES OF AN AGENT.
....
(Name of Agent)
....
(Signature of Agent)
This document was drafted by .... (signature of person preparing the document).
162,18
Section
18. 252.15 (1) (eg) of the statutes is amended to read:
252.15 (1) (eg) "Relative" means a spouse, parent, grandparent, stepparent, brother, sister, first cousin, nephew or niece; or uncle or aunt within the 3rd degree of kinship as computed under s. 852.03 (2), 1995 stats. This relationship may be by consanguinity or direct affinity blood, marriage or adoption.
162,19
Section
19. 421.301 (32) (c) of the statutes is amended to read:
421.301 (32) (c) An ancestor or lineal descendant
, by blood or adoption, of the natural person or that person's spouse; and
162,20
Section
20. 421.301 (32) (d) of the statutes is amended to read:
421.301 (32) (d) Any other relative, by blood or, marriage or adoption, of the natural person or that person's spouse who shares the same home with the natural person.
162,21
Section
21. 421.301 (33) (d) of the statutes is amended to read:
421.301 (33) (d) A relative by blood or
, marriage or adoption of a person related to the organization who shares the same home with that person.
162,22
Section
22. 615.03 (1) (c) of the statutes is amended to read:
615.03 (1) (c) A natural person who issues such an annuity to a relative by blood or, marriage or adoption within the 3rd degree of kinship as computed according to s. 852.03 (2), 1995 stats.
162,23
Section
23. 631.07 (3) (a) 5. of the statutes is amended to read:
631.07 (3) (a) 5. The commissioner may promulgate rules permitting issuance of insurance for a limited term on the life or health of a person serving outside the continental United States in the public service of the United States, provided the policyholder is closely related by blood or by, marriage or adoption to the person whose life or health is insured.
162,24
Section
24. 632.32 (6) (b) 1. of the statutes is amended to read:
632.32 (6) (b) 1. Persons related by blood or, marriage or adoption to the insured.
162,25
Section
25. 767.08 (1) (b) of the statutes is amended to read:
767.08 (1) (b) "Relative" means any person connected with a child by consanguinity or direct affinity blood, marriage or adoption.
162,26
Section
26. 805.08 (1) of the statutes is amended to read:
805.08 (1) Qualifications, examination. The court shall examine on oath each person who is called as a juror to discover whether the juror is related by blood or, marriage or adoption to any party or to any attorney appearing in the case, or has any financial interest in the case, or has expressed or formed any opinion, or is aware of any bias or prejudice in the case. If a juror is not indifferent in the case, the juror shall be excused. Any party objecting for cause to a juror may introduce evidence in support of the objection. This section shall not be construed as abridging in any manner the right of either party to supplement the court's examination of any person as to qualifications, but such examination shall not be repetitious or based upon hypothetical questions.
162,27
Section
27. 813.12 (1) (b) of the statutes is amended to read:
813.12 (1) (b) "Family member" means a spouse, a parent, a child or a person related by consanguinity
blood or adoption to another person.
162,28
Section
28. 815.18 (3) (j) 6. b. of the statutes is amended to read:
815.18 (3) (j) 6. b. "Owner-dominated plan" means any plan or contract that meets the requirements of subd. 2. and under which 90% or more of the present value of the accrued benefits or 90% or more of the aggregate of the account is for the benefit of one or more individuals who are owner-employes. For purposes of this definition, the accrued benefits or account of an owner-employe under a plan or contract shall include the accrued benefits or account of the spouse and, any ancestor, or lineal descendant, whether by blood or by adoption, or the spouse of such a lineal descendant, of the owner-employe under the same plan or contract.
162,29
Section
29. 889.19 of the statutes is amended to read:
889.19 Pedigree recitals in deeds and wills. Any deed, mortgage, land contract or other conveyance that has been duly recorded in the proper register's office for 20 years, and any will that has been admitted to probate, containing a recital in respect to pedigree, consanguinity blood relationship, marriage, celibacy, adoption or descent, and being in other respects admissible in evidence, shall be admitted as prima facie evidence that the recital is true.
162,30
Section
30. 908.03 (11) of the statutes is amended to read:
908.03 (11) Records of religious organizations. Statements of births, marriages, divorces, deaths, whether a child is marital or nonmarital, ancestry, relationship by blood or, marriage or adoption, or other similar facts of personal or family history, contained in a regularly kept record of a religious organization.
162,31
Section
31. 938.02 (15) of the statutes is amended to read:
938.02 (15) "Relative" means a parent, grandparent, stepparent, brother, sister, first cousin, nephew, niece, uncle or aunt. This relationship may be by consanguinity or direct affinity, whether by blood, marriage or adoption.
162,32
Section
32. 946.47 (3) of the statutes is amended to read:
946.47 (3) This section does not apply to the felon
or, to the felon's spouse, or to a parent, grandparent, child, grandchild, brother or sister by consanguinity or affinity of such felon of the felon, whether by blood, marriage or adoption.
162,33
Section
33. 979.05 (3) of the statutes, as affected by 1996 Supreme Court Order 8, is repealed and recreated to read:
979.05 (3) The judge or court commissioner shall examine on oath or affirmation each person who is called as a juror to discover whether the juror is related by blood, marriage or adoption to the decedent, any member of the decedent's family, the district attorney, any other attorney appearing in the case or any members of the office of the district attorney or of the office of any other attorney appearing in the case, has expressed or formed any opinion regarding the matters being inquired into in the inquest or is aware of or has any bias or prejudice concerning the matters being inquired into in the inquest. If any prospective juror is found to be not indifferent or is found to have formed an opinion which cannot be laid aside, that juror shall be excused. The judge or court commissioner may select one or more alternate jurors if the inquest is likely to be protracted. This subsection does not limit the right of the district attorney to supplement the judge's or court commissioner's examination of any prospective jurors as to qualifications.
162,34
Section
34.
Initial applicability.
(1) Mental examinations. The treatment of section 51.20 (9) (a) of the statutes first applies to mental examiners appointed on the effective date of this subsection.
(2) Consumer credit transactions. The treatment of section 421.301 (32) (c) and (d) and (33) (d) of the statutes first applies to consumer credit transactions, as defined in section 421.301 (10) of the statutes, and to residential mortgage loans, as defined in section 138.052 (1) (b) of the statutes, that are entered into, or that are modified, extended or renewed on the effective date of this subsection and to prohibited practices under section 427.104 (1) (g), (h) or (i) of the statutes that are committed on the effective date of this subsection.
(3) Power of attorney for finances and property. The treatment of section 243.10 (1) of the statutes first applies to powers of attorney for finances and property granted on the effective date of this subsection.