Fort Belvoir Will Questionnaire Page 5
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10E. DISTRIBUTION OF PROPERTY UPON YOUR DEATH. In these next sections you can list
your beneficiaries, and indicate what property they are to receive. You can leave
everything as a “lump sum” distribution to your beneficiaries, or you can make specific
distributions to beneficiaries. Regardless of your plan, we need to know if any of your
beneficiaries are disabled. Do you wish to leave a gift to a disabled person? _____
If yes, please list the amount of the gift and the beneficiary:
Item
Beneficiary
Alternate
1.
2.
F. SPECIFIC BEQUESTS: You may make separate gifts of cash, specific investments, real
estate, or personal property to specific people or charities in your will. These bequests
will be distributed first and reduce the amount of property left for your other
beneficiaries. Specific bequests (and trusts) are appropriate methods of setting aside
money and property for children of prior relationships. If you make no specific bequests,
all of your property will pass to the beneficiaries listed below in Part G.
Do you wish to make any specific bequest in your will? _____
If yes, please list your specific bequest(s) and who you want to receive it:
Item
Beneficiary
Alternate
1.
2.
3.
G. PRIMARY BENEFICIARIES: Whom do you want to receive the property remaining
after the payment of your debts and probate expenses, and after your specific bequests
have been made? Since most people do not make specific bequests, the "residuary
estate" usually describes all the property left to your beneficiaries after all of the debts
and any applicable taxes, probate fees are paid.
_____ My spouse, if he/she survives me, and if not, then to my children.
_____My children.
_____My parents in equal shares, or if not, then my siblings in equal shares (please
provide names and relationships):
________________________________________________________________________
________________________________________________________________________
_____ To these beneficiaries in the percentages noted below:
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
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