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Statement of Bequest Provision For St. Bonaventure University CONFIDENTIAL Name: Spouse: Mailing address: Telephone: Email address Class year (if alumnus): Relationship to university Date of birth
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How to fill out statement of bequest

01
Start by writing your full name and address at the top of the statement of bequest.
02
Identify the organization or individual that you wish to leave a bequest to, and provide their full name and address.
03
Clearly state the nature of the bequest, whether it is a specific sum of money, a percentage of your estate, or a specific asset.
04
Include any specific instructions or conditions regarding the bequest, such as how it should be used or when it should be transferred.
05
Sign and date the statement of bequest in the presence of witnesses, if required.
06
Keep a copy of the statement of bequest for your records and notify your executor or attorney about its existence.

Who needs statement of bequest?

01
Anyone who wishes to ensure that their assets are distributed according to their wishes after their passing may need a statement of bequest.
02
This includes individuals who want to leave a specific sum of money or property to a loved one, organization, or charity.
03
Statement of bequest is commonly used when drafting a will or estate planning documents.
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A statement of bequest is a legal document that outlines a person's wishes regarding the distribution of their assets after their death.
Typically, the executor or administrator of the estate is required to file a statement of bequest to inform relevant parties about the distribution of the deceased's assets.
To fill out a statement of bequest, one must follow specific guidelines outlined by state or local laws, which usually include providing details of the deceased's assets, beneficiaries, and any debts or obligations that must be settled.
The purpose of a statement of bequest is to legally communicate how an individual's estate will be divided among beneficiaries and to provide a clear record for probate.
The statement must report information such as the names and addresses of beneficiaries, the described assets being bequeathed, any liabilities of the estate, and the name of the executor.
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