Fritz: All Fritz

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Text File | 1986-02-11 | 13KB | 384 lines

CALIFORNIA STATUTORY WILL NOTICE TO THE PERSON WHO SIGNS THIS WILL: 1. IT MAY BE IN YOUR BEST INTEREST TO CONSULT WITH A CALIFORNIA LAWYER BECAUSE THIS STATUTORY WILL HAS SERIOUS LEGAL EFFECTS ON YOUR FAMILY AND PROPERTY. 2. THIS WILL DOES NOT DISPOSE OF PROPERTY WHICH PASSES ON YOUR DEATH TO ANY PERSON BY OPERATION OF LAW OR BY ANY CONTRACT. FOR EXAMPLE, THE WILL DOES NOT DISPOSE OF JOINT TENANCY ASSETS OR YOUR SPOUSE'S SHARE OF COMMUNITY PROPERTY, AND IT WILL NOT NORMALLY APPLY TO PROCEEDS OF LIFE INSURANCE ON YOUR LIFE OR YOUR RETIRE- MENT PLAN BENEFITS. 3. THIS WILL IS NOT DESIGNED TO REDUCE DEATH TAXES OR ANY OTHER TAXES. YOU SHOULD DISCUSS THE TAX RESULTS OF YOUR DECISIONS WITH A COMPETENT TAX ADVISOR. 4. YOU CANNOT CHANGE,DELETE,OR ADD WORDS TO THE FACE OF THIS CAL- IFORNIA STATUTORY WILL. YOU MAY REVOKE THIS CALIFORNIA STATUTORY WILL AND YOU MAY AMEND IT BY CODICIL. 5. IF THERE IS ANYTHING IN THIS WILL THAT YOU DO NOT UNDERSTAND, YOU SHOULD ASK A LAWYER TO EXPLAIN IT TO YOU. 6. THE FULL TEXT OF THIS CALIFORNIA STATUTORY WILL, THE DEFINI- TIONS AND RULES OF CONSTRUCTION, THE PROPERTY DISPOSITION CLAUSES, AND THE MANDATORY CLAUSES FOLLOW THE END OF THIS WILL AND ARE CON- TAINED IN THE PROBATE CODE OF CALIFORNIA. 7. THE WITNESSES TO THIS WILL SHOULD NOT BE PEOPLE WHO MAY RECEIVE PROPERTY UNDER THIS WILL. YOU SHOULD CAREFULLY READ AND FOLLOW THE WITNESSING PROCEDURE DESCRIBED AT THE END OF THIS WILL. ALL OF THE WITNESSES MUST WATCH YOU SIGN THIS WILL. YOU SHOULD KEEP THIS WILL IN YOUR SAFE-DEPOSIT BOX OR OTHER SAFE PLACE. 9. THIS WILL TREATS MOST ADOPTED CHILDREN AS IF THEY ARE NATURAL CHILDREN. 10. IF YOU MARRY OR DIVORCE AFTER YOU SIGN THIS WILL, YOU SHOULD MAKE AND SIGN A NEW WILL. 11. IF YOU HAVE CHILDREN UNDER 21 YEARS OF AGE, YOU MAY WISH TO USE THE CALIFORNIA STATUTORY WILL WITH TRUST OR ANOTHER TYPE OF WILL. [A PRINTED FORM FOR A CALIFORNIA STATUTORY WILL SHALL SET FORTH THE ABOVE NOTICE IN 10-POINT BOLD FACE TYPE] FREEWILL BY C2 CALIFORNIA STATUTORY WILL OF __________________________________________________________________ (Insert your name) ARTICLE 1 Declaration This is my wilgƒƒ$ƒ ƒƒ ƒ!l╚äOÄë╧îÆÖéIfüαßƒαßⁿƒƒƒƒƒƒƒƒƒƒƒƒƒƒƒƒƒƒƒƒƒƒƒƒƒƒƒƒ< $8#0ƒëⁿαßƒαßⁿƒƒƒƒƒƒƒƒƒƒƒƒƒƒƒƒƒƒƒ3ƒƒ ƒ ⁿαßƒαßëüîƒ0 !<#ƒ<!3ƒ' 0' #3ƒ$0 üƒ$ƒƒƒƒ âƒ Çαßâƒƒâƒ ƒƒƒ ƒαßƒƒâƒƒÇƒ ƒƒƒƒƒαßƒƒ ƒƒ ƒüαßƒαßëüëƒ8<'ƒ0$1ƒ ƒ<ƒ0 !ƒ ƒ8'< $ü$ƒƒƒƒαßƒƒƒ ƒ ƒ ƒƒƒƒƒƒ ƒααfigures in the box which I have completed and signed. If I fail to sign in the box, no gift is made. If the person mentioned does not survive me, or the charity designated does not accept the gift, then no gift is made. No death tax shall be paid from this gift. ___________________________________________________________ | | | | FULL NAME OF PERSON OR | AMOUNT OF GIFT $_______ | | CHARITY TO RECEIVE CASH | | | GIFT(Name only one.Please) | AMOUNT WRITTEN OUT: | | print.) | | | _________________________ | ___________________Dollars | | | | | | _________________________ | | | Signature of Testator | |_____________________________|_____________________________| 2.3 ALL OTHER ASSETS (MY "RESIDUARY ESTATE"). I adopt only one Property Disposition Clause in this paragraph 2.3 by writing my signature in the box next to the title of the Property Disposition Clause I wish to adopt. I sign in only one box. I write the words "not used" in the remaining boxes. If I sign more than one box or if I fail to sign in any box, the property will go under Property Disposition Clause (c) and I realize that means the property will be distributed as if I did not make a will. PAGE 1 OF 5;CALIFORNIA STATUTORY WILL OF PROPERTY DISPOSITION CLAUSES (Select one.) ____________________ (a) TO MY SPOUSE IF LIVING; IF NOT | | LIVING,THEN TO MY CHILDREN AND | | THE DESCENDANTS OF ANY DECEAS- | | ED CHILD. |____________________| _____________________ (b) TO MY CHILDREN AND THE DE- | | SCENDANTS OF ANY DECEASED | | CHILD. I LEAVE NOTHING TO MY | | SPOUSE, IF LIVING. |_____________________| _____________________ | | | | (c) TO BE DISTRIBUTED AS IF I | | DID NOT HAVE A WILL. |_____________________| ARTICLE 3 Nominations of Executors and Guardian 3.1 EXECUTOR (Name at least one.) I nominate the person or institution named in the first box of this paragraph 3.1 to serve as executor of this will. If that person or institution does not serve, then I nominate the others to serve in the order I list them in the other boxes. _______________________ | | | | | | FIRST EXECUTOR . |_______________________| _______________________ | | | | | | SECOND EXECUTOR. |_______________________| PAGE 2 OF 5; CALIFORNIA STATUTORY WILL OF _______________________ | | | | | | THIRD EXECUTOR. |_______________________| 3.2 GUARDIAN (If you have a child under 18 years of age,you should name at least one guardian of the child's person and at least one guardian of the child's property. The guardian of the child's per- son and the guardian of the child's property may, but need not, be the same. An individual can serve as guardian of either the person or the property or as guardian of both. An institution can serve only as guardian of the property.) If a guardian is needed for any child of mine, then I nominate the individual named in the first box of this paragraph 3.2 to serve as guardian of the person of that child, and I nominate the individual or institution named in the second box of this paragraph 3.2 to serve as guardian of the property of that child. If that person or institution does not serve, then the others shall serve in the order I list them in the other boxes. ________________________ | | | | | | FIRST GUARDIAN OF THE PERSON. |________________________| ________________________ | | | | | | FIRST GUARDIAN OF THE PROPERTY. |________________________| ________________________ | | | | | | SECOND GUARDIAN OF THE PERSON. |________________________| ________________________ | | | | | | SECOND GUARDIAN OF THE PROPERTY. |________________________| PAGE 3 0F 5;CALIFORNIA STATUTORY WILL OF ________________________ | | | | | | THIRD GUARDIAN OF THE PERSON. |________________________| ________________________ | | | | | | THIRD GUARDIAN OF THE PROPERTY. |________________________| 3.3 BOND My signature in this box means that a bond is not required for any individual executor or guardian named in this will. If I do not sign in this box, then a bond is required for each of those persons as set forth in the Probate Code. _______________________ | | | | | | |_______________________| I sign my name to this California Statutory Will on _____________ Date at______________________,_______________________. City State _________________________________ Signature of Testator PAGE 4 OF 5;CALIFORNIA STATUTORY WILL OF STATEMENT OF WITNESS (You must use two adult witnesses and three would be preferable.) Each of us declares under penalty of perjury under the laws of California that the testator signed this California statutory will in our presence, all of us being present at the same time, and we now, at the testator's request, in the testator's presence, and in the presence of each other, sign below as witnesses declar- ing that the testator appears to be of sound mind and under no duress, fraud, or undue influence. Signature_____________________Residence Address___________________ Print Name Here______________________________ _________________________ Signature____________________Residence Address____________________ Print Name Here_____________________________ _________________________ Signature____________________Residence Address____________________ Print Name Here____________________________ _________________________ PAGE 5 OF 5;CALIFORNIA STATUTORY WILL OF