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Sample Bequest Language for Last Will and Testament

Bequests in a will for the benefit of the Archdiocese of New York should be made as unrestricted bequests to the Archdiocese of New York for its general charitable purposes. The Archdiocese is a qualified, tax-exempt charity pursuant to section 501(c)(3) of the Internal Revenue Code and as such, your estate may receive an unlimited estate-tax charitable deduction for the amount of your gift. Your bequest through your will may be for a specific dollar amount, or you may consider leaving the archdiocese all or a percentage of the residuary of your estate, once all of your specific bequests have been distributed under the will. Please note that under the policy of the archdiocese and the by-laws of the parish corporation, bequests to a parish cannot be restricted unless approved in advance by the archbishop in writing.

Sample Specific Bequest Language in Will to Archdiocese

FOURTH [or appropriate paragraph in the will]: I give and bequeath to the Archdiocese of New York TWO MILLION ($2,000,000) DOLLARS [or specific description of real property or personal property] for its general charitable purposes and without restriction.

Sample Residuary Bequest Language in Will Leaving 100% of the Residuary to Archdiocese

FOURTH [or appropriate paragraph in the will]: All of the rest, residue, and remainder of my estate, whether real or personal, wheresoever situate (my “residuary estate”) I give, devise, and bequeath to the Archdiocese of New York for its general charitable purposes and without restriction.

Sample Residuary Bequest Language in Will Leaving a Percentage of the Residuary to the Archdiocese and to your Parish:

FOURTH [or appropriate paragraph in the will]: All of the rest, residue, and remainder of my estate whether real or personal, wheresoever situate (“my residuary estate”) I give, devise, and bequeath to the Archdiocese of New York FIFTY PERCENT (50%) of my residuary estate for its general charitable purposes and without restriction. [or TWENTY FIVE PERCENT (25%) etc.] and FIFTY PERCENT (50%) of my residuary estate [or TWENTY FIVE PERCENT (25%) etc.] to ____[NAME OF PARISH] ____ located at ____[ADDRESS]_________ for its general charitable purposes and without restriction.Back

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