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Bequest Example Wording

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Bequest Example Wording

To the Diocese
“I give to The Perth Diocesan Trustees (“PDT”) of the Anglican Diocese of Perth (“Diocese”) absolutely free of all probate estate and other duties *I direct that the receipt of the Treasurer or other duly authorised officer of the Diocese be accepted by my Trustee/s as a sufficient discharge of the same.”

To the Diocese for a specified purpose

“I give to The Perth Diocesan Trustees (“PDT”) of the Anglican Diocese of Perth (“Diocese”) absolutely free of all probate estate and other duties * to be used for the purpose of * and I direct that the receipt of the Treasurer or other duly authorized officer of the Diocese be accepted by my Trustee/s as a sufficient discharge of the same. However, if circumstances change and my wishes cannot be fulfilled, I direct that the PDT allocate the bequest in such a manner as best approximates my wishes.”

To a Parish

“I give to The Perth Diocesan Trustees (“PDT”)
of the Anglican Diocese of Perth (“Diocese”) absolutely free of all probate estate and other duties * for the use and benefit of the Anglican Parish of ............................. (“Parish”) and I direct that the receipt of the Treasurer or other duly authorized officer of the Diocese be accepted by my Trustee/s as a sufficient discharge of the same.”

To a Parish for a specified purpose

“I give to The Perth Diocesan Trustees (“PDT”) of the Anglican Diocese of Perth (“Diocese”) absolutely free of all probate estate and other duties * for the benefitof the Anglican Parish of ............................. (“Parish”) to be used for the purpose of * and I direct that the receipt of the Treasurer or other duly authorized officer of the Diocese be accepted by my Trustee/s as a sufficient discharge of the same. However, if circumstances change and my wishes cannot be fulfilled, I direct that the PDT, in consultation with the Parish, allocate the bequest in such a manner as best approximates my wishes.”

*Please insert description of bequest/gift and purpose


Disclaimer

It is recommended that expert financial assistance should be obtained from a licensed financial planner or accountant in relation to estate planned and taxation matters and from a solicitor to assist in the preparation of a Will, so that each person’s individual circumstances and the law applicable at the time can be properly considered. Nothing contained in this document constitutes legal advice nor should any part of this document be relied upon as providing any type of legal advice of any nature whatsoever.