Bequest Language

Here is an example of an unrestricted bequest provision, either stated as a percentage or specific sum:

___% of the rest, residue, and remainder of my estate, whether real, personal or mixed, of whatever character and wherever situated, including any lapsed bequest or devise, I give, devise, and bequeath to Archangel Ancient Tree Archive, Copemish, Michigan.

The following is an example of a restricted bequest provision, stated as a percentage or specific sum:

___% of the rest and residue of my estate of which I may die seized and possessed, real, personal or mixed, of whatsoever character and wherever situated, including a lapsed bequest or devise, I give, devise, and bequeath to (the specific purpose or program, i.e. scholarship, department, building, etc.) at Archangel Ancient Tree Archive, Copemish, Michigan.

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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.

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