Specimen Bequest Clauses
Thank you for interest in including White-Williams Scholars in your estate plans. The provisions in your Will for making a gift to White-Williams Scholars will depend upon financial and family circumstances and the type of gift. We hope that these specimen provisions will be helpful to your attorney.
Unrestricted general legacy
I give to WHITE-WILLIAMS SCHOLARS, Philadelphia, Pennsylvania, the sum of ______________ dollars outright for its general purposes.A specific legacy
I give my _________ collection consisting of _________ to WHITE-WILLIAMS SCHOLARS, Philadelphia, Pennsylvania outright for its general purposes.Gift of residuary estate
I give the residue of my estate to WHITE-WILLIAMS SCHOLARS, Philadelphia, Pennsylvania, outright for its general purposes.Contingent gift of residuary estate
I give the residue of my estate to my husband, John Smith, if he survives me. If my husband does not survive me, I give the residue of my estate to WHITE-WILLIAMS SCHOLARS, Philadelphia, Pennsylvania, outright for its general purposes.Amount of gift dependent on the size of the estate
I give the sum of ______________ dollars or ____ percent of my adjusted gross estate as finally determined for federal estate tax purposes, whichever is the lesser, to WHITE-WILLIAMS SCHOLARS, Philadelphia, Pennsylvania, outright for its general purposes.Direction that the charitable gift be free of taxes
Not withstanding any other more general provision regarding the payment of taxes, I direct that no estate or inheritance taxes be paid from the share of any property given to WHITE-WILLIAMS SCHOLARS, Philadelphia, Pennsylvania.
For advice and assistance in specific cases, obtain the services of an attorney or other professional advisor. Seek advice from legal counsel when considering any bequest.
