Sample legacy clauses
Please note that these are sample wordings and we strongly recommend you take professional legal advice to ensure you have the correct requirements.
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Sample Pecuniary Legacy Clause
“I give the following legacy absolutely to:
The Pembroke House Foundation registered under the Trustees (Perpetual Succession) Act (Cap 164, Laws of Kenya) of PO box 261, Gilgil 20116 Kenya (“Foundation”)
The sum of ________ for the general purposes of [Pembroke House Preparatory ("School)"][or the Foundation] with full power to expend capital as well as income for such purposes and I direct that a receipt of the bursar of the School or other authorised officer for the time being shall be a good and sufficient discharge to my executors for the payment to the [School] OR [Foundation]“.
Sample Residuary Legacy Clause
“I devise and bequeath [a percentage] of the residue of my estate to:
The Pembroke House Foundation [registered under the Trustees (Perpetual Succession) Act (Cap 164, Laws of Kenya) of PO Box 261, Gilgil 20116 Kenya ("Foundation") such sum to be applied for the general purposes of [Pembroke House Preparatory School ("School")] OR [the Foundation] with full power to expend capital as well as income for such purposes and I direct that a receipt of the bursar of the School or other authorised officer for the time being shall be a good and sufficient discharge to my executors for the payment to the [School] OR [Foundation]“.
A bequest in kind
“I make the following charitable gift absolutely to:
The Pembroke House Foundation [registered under the Trustees (Perpetual Succession) Act (Cap 164, Laws of Kenya) of PO Box 261, Gilgil 20116 Kenya ("Foundation")
[a clear description of the item(s) to be bequeathed] with full power to realise such assets and to apply the proceeds to the general purposes of [Pembroke House Preparatory School ("School") OR [the Foundation] with full power to expend capital as well as income for such purposes and I direct that a receipt of the bursar of the School or other authorised officer for the time being shall be a good and sufficient discharge to my executors for the payment to the [School] OR [Foundation]“.
A Codicil adding a bequest to an existing Will
“I (your name) of (your address) declare this to be the first (or second etc..) Codicil to my Will dated the (date) of (month and year) (“My Will”) in addition to the legacies given by me by My Will, I give the following further charitable legacy absolutely:
To the Pembroke House Foundation [registered under the Trustees (Perpetual Succession) Act (Cap 164, Laws of Kenya) of PO Box 261, Gilgil 20116 Kenya ("Foundation")
the sum of [_____] for the general purposes of [Pembroke House Preparatory School ("School")] OR [the Foundation] with full power to expend capital as well as income for such purposes and I direct that a receipt of the bursar of the School or other authorised officer for the time being shall be a good and sufficient discharge to my executors for the payment to the [School] OR [Foundation].
In all other respects I confirm My Will”.
Note: A codicil needs to be separately signed, dated and witnessed by two independent witnesses as for a Will in its own right.
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