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WILL.RUL
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Text File
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1986-01-09
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12KB
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302 lines
Will preparation -- for illustrative purposes only (12/6/83 version)
Copyright (C) 1983 by D.G.C. Clark and S. Walton. All rights reserved.
PRESET done
Inheritance has been accounted for
Taxes have been accounted for
Guardianship has been accounted for
Trusts have been accounted for
Form and execution of will have been accounted for
>
Done
#
Testator(testatrix) is now married
~ Testator(testatrix) is separated by decree from spouse
~ Testator(testatrix) has issue
>
Provision for spouse should be at least one-half of gross estate
Spouse has been accounted for
#
Testator(testatrix) is now married
~ Testator(testatrix) is separated by decree from spouse
Testator(testatrix) has issue
>
Spouse has been accounted for
Provision for spouse should be at least one-third of gross estate
#
Testator(testatrix) is now married
>
Testator(testatrix) must determine what realty, if any, spouse is to receive
Testator(testatrix) must consider tenancy by the entirety
Testator(testatrix) must consider devising life estate in realty to spouse
Testator(testatrix) must consider devising realty to spouse in fee simple
Testator(testatrix) must consider devising some other estate in realty to spouse
Testator(testatrix) must determine what specific personalty shall be given to spouse
Testator(testatrix) must determine what financial bequest(s) shall go to spouse
#
Testator(testatrix) is now married
Testator(testatrix) is separated by decree from spouse
>
Spouse has been accounted for
Provision for spouse is optional
#
~ Testator(testatrix) is now married
>
Spouse has been accounted for
~ Testator(testatrix) has issue of present marriage
#
Testator(testatrix) is now married
Testator(testatrix) has issue of present marriage
>
Testator(testatrix) has issue
#
Testator(testatrix) has issue of present marriage
>
Testator(testatrix) is now married
#
Testator(testatrix) has issue of previous marriage(s)
>
Testator(testatrix) has been previously married
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~ Testator(testatrix) has been previously married
>
~ Testator(testatrix) has issue of previous marriage(s)
#
Testator(testatrix) has issue of previous marriage(s)
Testator(testatrix) has been previously married
>
Testator(testatrix) has issue
#
Testator(testatrix) has illegitimate issue
>
Testator(testatrix) has issue
#
~ Testator(testatrix) has illegitimate issue
~ Testator(testatrix) has issue of previous marriage(s)
~ Testator(testatrix) has issue of present marriage
>
~ Testator(testatrix) has issue
#
Testator(testatrix) has issue
Testator(testatrix) wishes to provide for issue
>
Testator(testatrix) may elect to provide for or exclude individual issue
Testator(testatrix) must determine proportion of distribution to issue
Testator(testatrix) must determine how title to realty shall descend
Testator(testatrix) must determine whether specific personalty shall go to specific issue
Testator(testatrix) must choose inheritance per stirpes or per capita for issue
Issue have been accounted for
#
Testator(testatrix) has issue
~ Testator(testatrix) wishes to provide for issue
>
Issue have been accounted for
#
~ Testator(testatrix) has issue
>
Issue have been accounted for
#
Testator(testatrix) has been previously married
Ex-spouse(s) is (are) living
>
Testator(testatrix) may make optional provision for ex-spouse(s)
Ex-spouse(s) has (have) been accounted for
#
~ Testator(testatrix) has been previously married
>
Ex-spouse(s) has (have) been accounted for
#
Testator(testatrix) has been previously married
~ Ex-spouse(s) is (are) living
>
Ex-spouse(s) has (have) been accounted for
#
Testator(testatrix) has other relatives who may inherit under the law of intestate succession
>
Testator(testatrix) may make provision for (or exclude) other relatives
Other relatives have been accounted for
#
~ Testator(testatrix) has other relatives who may inherit under the law of intestate succession
>
Other relatives have been accounted for
#
Testator(testatrix) wishes nonrelatives to inherit
>
Nonrelatives have been accounted for
#
~ Testator(testatrix) wishes nonrelatives to inherit
>
Nonrelatives have been accounted for
#
Spouse has been accounted for
Issue have been accounted for
Ex-spouse(s) has (have) been accounted for
Other relatives have been accounted for
Nonrelatives have been accounted for
Testator(testatrix) wishes to name a residuary legatee
>
Inheritance has been accounted for
#
Spouse has been accounted for
Issue have been accounted for
Ex-spouse(s) has (have) been accounted for
Other relatives have been accounted for
Nonrelatives have been accounted for
~ Testator(testatrix) wishes to name a residuary legatee
>
Inheritance has been accounted for
#
~ Testator(testatrix) has issue
>
~ Testator(testatrix) wishes to establish a trust or trusts for issue
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Testator(testatrix) wishes to establish a trust or trusts for non-issue
>
Testator(testatrix) wishes to establish a trust or trusts
Testator(testatrix) must consider blood relations other than issue as potential beneficiaries
Testator(testatrix) must consider nonrelatives as potential beneficiaries
Testator(testatrix) must consider charitable organizations as potential beneficiaries
Testator(testatrix) must consider religious organizations as potential beneficiaries
Testator(testatrix) must consider other public and private organizations as potential beneficiaries
#
Testator(testatrix) wishes to establish a trust or trusts for issue
>
Testator(testatrix) must determine nature of corpus of trust(s)
Testator(testatrix) must consider rule against perpetuities
Testator(testatrix) must consider administrator of trust(s)
Testator(testatrix) must consider rights and liabilities of administrator of trust(s)
Testator(testatrix) must consider rights of beneficiaries of trust(s) during term of trust(s)
Testator(testatrix) must consider method of termination of trust(s)
Testator(testatrix) must establish alienability of trust(s)
#
Testator(testatrix) wishes to establish a trust or trusts for non-issue
>
Testator(testatrix) must determine nature of corpus of trust(s)
Testator(testatrix) must consider rule against perpetuities
Testator(testatrix) must consider administrator of trust(s)
Testator(testatrix) must consider rights and liabilities of administrator of trust(s)
Testator(testatrix) must consider rights of beneficiaries of trust(s) during term of trust(s)
Testator(testatrix) must consider method of termination of trust(s)
Testator(testatrix) must establish alienability of trust(s)
#
~ Testator(testatrix) wishes to establish a trust or trusts for issue
~ Testator(testatrix) wishes to establish a trust or trusts for non-issue
>
Trusts have been accounted for
#
Testator(testatrix) wishes to establish a trust or trusts for issue
~ Testator(testatrix) wishes to establish a trust or trusts for non-issue
>
Trusts have been accounted for
#
~ Testator(testatrix) wishes to establish a trust or trusts for issue
Testator(testatrix) wishes to establish a trust or trusts for non-issue
>
Trusts have been accounted for
#
Testator(testatrix) wishes to establish a trust or trusts for issue
Testator(testatrix) wishes to establish a trust or trusts for non-issue
>
Trusts have been accounted for
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Will shall be in writing
Will shall be signed by testator(testatrix)
Testator(testatrix)'s signature shall have two witnesses
Testator(testatrix) shall sign will in presence of witnesses
Witnesses shall sign will
Testator(testatrix) shall assert before witnesses knowledge that document is his(her) will
>
Form and execution of will have been accounted for
#
~ Testator(testatrix) wishes to establish a trust or trusts for issue
~ Testator(testatrix) wishes to establish a trust or trusts for non-issue
>
~ Testator(testatrix) wishes to establish a trust or trusts
#
~ Testator(testatrix) has minor children or incompetent adult issue
~ Testator(testatrix) has an incompetent spouse, parent or grandparent
~ Testator(testatrix) has a minor or incompetent ward
>
Guardianship has been accounted for
#
Testator(testatrix) has minor children or incompetent adult issue
~ Testator(testatrix) has an incompetent spouse, parent or grandparent
~ Testator(testatrix) has a minor or incompetent ward
>
Guardianship has been accounted for
#
~ Testator(testatrix) has minor children or incompetent adult issue
Testator(testatrix) has an incompetent spouse, parent or grandparent
~ Testator(testatrix) has a minor or incompetent ward
>
Guardianship has been accounted for
#
Testator(testatrix) has minor children or incompetent adult issue
Testator(testatrix) has an incompetent spouse, parent or grandparent
~ Testator(testatrix) has a minor or incompetent ward
>
Guardianship has been accounted for
#
~ Testator(testatrix) has minor children or incompetent adult issue
~ Testator(testatrix) has an incompetent spouse, parent or grandparent
Testator(testatrix) has a minor or incompetent ward
>
Guardianship has been accounted for
#
Testator(testatrix) has minor children or incompetent adult issue
~ Testator(testatrix) has an incompetent spouse, parent or grandparent
Testator(testatrix) has a minor or incompetent ward
>
Guardianship has been accounted for
#
~ Testator(testatrix) has minor children or incompetent adult issue
Testator(testatrix) has an incompetent spouse, parent or grandparent
Testator(testatrix) has a minor or incompetent ward
>
Guardianship has been accounted for
#
Testator(testatrix) has minor children or incompetent adult issue
Testator(testatrix) has an incompetent spouse, parent or grandparent
Testator(testatrix) has a minor or incompetent ward
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Guardianship has been accounted for
#
Testator(testatrix) has an incompetent spouse, parent or grandparent
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Testator(testatrix) must consider guardianship of incompetent spouse, parent or grandparent
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Testator(testatrix) has a minor or incompetent ward
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Testator(testatrix) must consider guardianship of minor or incompetent ward
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~ Testator(testatrix) has issue
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~ Testator(testatrix) has minor children or incompetent adult issue
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Testator(testatrix) has minor children or incompetent adult issue
Minor children or incompetent adults are issue of present marriage
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Testator(testatrix) must consider guardianship of issue of present marriage if spouse dies before or simultaneously with testator(testatrix)
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Testator(testatrix) has minor children or incompetent adult issue
Minor children or incompetent adults are issue of previous marriage(s)
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Testator(testatrix) must consider guardianship of issue of previous marriage(s) if ex-spouse(s) predecease testator(testatrix)
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Testator(testatrix) has minor children or incompetent adult issue
Minor children or incompetent adults are illegitimate
Other parent(s) of issue is (are) not living
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Testator(testatrix) must consider guardianship of illegitimate issue
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Adjusted gross estate will be less than $200,000
>
Taxes have been accounted for
No federal estate tax will be assessed, due or owing
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~ Adjusted gross estate will be less than $200,000
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Taxes have been accounted for
Federal estate tax will be assessed, due and owing
Testator(testatrix) should consult with attorney, with accountant's advice, with regard to investment strategy, shelters, and gifts
#