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POA Letter

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On 8/6/2015 POS mailed a letter to the PO’s address of record stating the following: 5/12/2015 CHBR was reversed, we’re pending clarification on the two sets of POA documents and who is authorized to sign on the PO’s behalf, and we need a letter of instruction confirming the POA information.

On 8/28/2015 POS spoke with POA (Eva Jo Sparks) and advised:
- There are 2 separate POA documents (Eva Jo Sparks and Tracy Reagan),
- we still need a POA affidavit for Tracy Reagan,
- CHBR has been denied as POA’s cannot change beneficiaries on the accounts as the documents do not specifically state the AIF is authorized to change beneficiaries for the PO,
- for any other requests, both POA’s must act together since there is nothing in either document …show more content…

On 9/18/2015 a copy of a revocation of POA letter (signed by PO and notarized) was received. POA authorization notes were removed from the policy.
On 10/08/2015 a letter of instruction was received from Eva Jo Sparks stating the following:
- Ruth E Weatherall had a stroke and is unable to sign nor can she rationally make decisions.
- Both Eva Jo Sparks and Tracy Reagan are POA’s, but Ms. Sparks attends to the needs of Ruth E Weatherall because she lives closer.
- The 4/30/2007 CHBR was not executed by Ruth E Weatherall and is fraudulent. Eva Jo stated the individual that committed the fraud is under a court ordered protective order, awaiting further prosecution by the Oklahoma County DA’s …show more content…

Sherry Doyle filed for a guardianship hearing and it is scheduled for 11/25/2015.

On 11/9/2015 received voicemail from other attorney Jake Aldridge, stating he doesn’t represent Ruth but just prepared and filed the revocation of POA, and that he has called adult protective services in Oklahoma and Cleveland County based on his concern of Ruth’s financial management.

On 11/10/2015 Sherry Doyle submitted physician’s statement for Ruth. The statement refers to the stroke in February. Both POA’s and revocation were executed after the stroke. Physician statement makes note that Ruth is not capable of making financial decisions on her own. On 11/12/2015 Legal determines the POAs were signed after the stroke, so they will not be honored, and will wait for guardianship proceedings.

On 11/16/2015 Eva Jo called in requesting account value information for guardianship hearing, states she intends to liquidate 100% of the account once guardianship is in place, no information was provided to

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