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Forms 1- 20 of 71 Available for 'Estates'

Deed of Trust - General Form  

Deed of trust made on _(date), between __, of ______ (Address), referred to as trustor, _______, of ______ (address), referred to as trustee, and _____, of _____ (address), referred to as beneficiary. Any person, including trustor, trustee,...

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Estate Analysis  

(2). Other allowable credits include: credit for state death taxes, credit for foreign death taxes and credit for tax on prior transfers. The foregoing forms show the distribution of the estate under the present plan, the estimated estate tax, its effect on the beneficial interest, and special liquidity problems. Your estate tax may be unnecessarily large, or the combines estate taxes of your wife and yourself may be unnecessarily large.

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Debt Erased  

Any and all advances or loans made upon my estate by my blood relatives are to be canceled and evidence thereof destroyed upon my death. These debts are not to be collected after my death. It is my intention that such advances or loans are to be considered absolute gifts and they are in no way to be considered as satisfaction of the property bequeathed to the beneficiaries in my will.

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Annuity with Executor Payment Clause  

I bequeath to ____ an annuity to pay $ __ per _ (Week, Month, Year). My executor shall establish this annuity with an insurance company of his discretion and begin payments of $ ___ per ___ (Week, Month, Year). These payments shall be made from the general assets of my estate immediately after my death until the annuity becomes effective.

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Conditional Retirement of Debt  

My executor is directed to discharge all debts owed to me by my ___ (Relationship), ____ (Name), and furnish _ (him/her) with any and all notes documenting these debts, marked retired, as soon after my death as possible. This codicil is, however, conditional upon the following requirements: ...

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Annuity Establishment with Highest Priority  

My executor shall establish an annuity after my death to pay $ __ per _ (Week, Month, Year) to ____. This annuity shall take the highest priority in the disbursement of my estate. My executor is granted full authority to reserve any part of my estate for the full satisfaction of the establishment of this annuity.

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Release of Debt  

____, who owed me a debt with principal in the amount of ____ from ____ (Date), shall be deemed as having fully paid the debt if ___ (he/she) does not dispute my will or make any claims other than those provided in the will. My executor shall provide ___ (him/her) with written and signed documentation of his retired debt should he meet the above required conditions. However, should he contest my will or make any claim ...

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Debt to Testator Retired  

It is my direction that any and all debts owed to me by __, regardless of the form of said debt, shall be retired and canceled after my death. Should ___ (he/she) die before me, this clause shall transfer to the heirs of his estate. I direct my executor to furnish to ___ (him/her) or ___ (his/her) estate all notes of debt marked retired as soon as possible after my death.

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Contract to Provide for Another Person in Will  

Contract to provide for another person in will. C is the child of A, and B desires to take the care and guardianship of C and to maintain C as B's own child. 3. B shall maintain and provide for C during the life of B in a manner and amount appropriate and reasonable in proportion to B's income and available means.

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Agreement Dividing All of Property, Real and Personal  

Agreement dividing all of property, real and personal. A died ___[date], leaving certain valuable real estate and personal property. Each of the parties are one of the heirs of A, being entitled each to ___% of the estate of A. The heirs desire to settle and divide the estate without probating it and without a partition suit or litigation.

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Contract Not to Contest Will Or to Withdraw Objections to Will  

Contract not to contest will or to withdraw objections to will. B, by last will and testament bequeathed what is known as the "___ ranch" and personal property to ___, and bequeathed what is known as the "___ ranch" in ___ county, ___, to ___, and bequeathed all of the rest, residue, and remainder of the property to A, for life, with the remainder to ___, ___ and ___. It is agreed that A, if A sees fit, may advance to _

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Power of Attorney to Settle Estate  

Power of attorney to settle estate. All the parties are all the heirs at law of ___, ___ and ___, being children and ___ being the spouse of the late ___, and all parties being of legal age and authorized to contract and do business, and in order to close up the estate of the late ___, deceased, the parties contract for and in consideration of A's services, grant to A the full right and power to bargain and sell, trade and transfer any personal property or...

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Power of Attorney by Executor  

Power of attorney by executor. ___, of ___, as executor of the last will and testament of ___, deceased, under appointment of the ___ court of ___ county, ___, appoint ___, of ___, my attorney for me and in my name and stead as executor, to demand, sue for, and receive all debts which are now owing to me as executor, to draw checks in my name as executor upon any money or moneys on deposit in any banks; to draw and indorse checks, bills of ...

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Agreement to Wind Up Probate and Distribution of Estate  

Agreement to wind up probate and distribution of estate. The estate of deceased is now in the course of probate in the county court of ___ county, ___. ___, deceased, left surviving as sole and only heirs at law, ___, who inherited an undivided ___ of the estate of the deceased, and ___, ___, ___, ___, ___, ___ and ___, children, who inherited an undivided ___ of the estate of deceased in equal shares.

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Contract to Divide Estate Without Regard to Provisions of Will  

Contract to divide estate without regard to provisions of will. The parties are desirous of making a division of the assets of the estate bequeathed and devised to them under the will, in a manner more equitable than provided by the will. All the parties agree that they will on reasonable request by the executors of ___, sign all necessary receipts and vouchers for their distributive shares of the estate of ___, pursuant to the terms of the will of ___, notwithstanding the ...

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Execution of Quitclaim Deeds  

___ and ___ in the division of the estate shall set aside to each of ___ children of ___, deceased, the particular share of each, and shall designate to whom each share is set aside, and they shall describe the shares of the farm property, in so dividing it, by metes and bounds or other proper description; and each of the parties, ___, ___, ___, ___ and ___, shall receive the shares of the estate so set apart to them, respectively, as ...

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Assignment of Claims Against Estate  

Assignment of claims against estate. For consideration of the sum of $___ and other good and valuable considerations, the payment of which is acknowledged, A, sells, assigns and sets over to ___, of the city of ___, ___, county, ___, all right, title and interest to the attached claim of ___, against the estate of ___, deceased, or any other claim or demand of ___, or any amount due previously presented or demanded by ___ in the matter of the...

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Contract Not to Contest Will Or to Withdraw Objections to Will  

Contract not to contest will or to withdraw objections to will. A agrees to receive and accept in full settlement of any and all rights, claims, interest, or demand A may now or later have in and to a distributive share in the estate of ___, either as heir at law, legatee, or devisee under the decedent's purported last will and testament now on file in the office of the clerk of the county court of ___ county, $___ to be paid to A within ___ days after the appointment and...

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General Form of Claim  

2. The nature and consideration of the debt is as follows: ___["Merchandise as per itemized statement filed with and made part of this claim," or "Promissory notes, copies of which are filed with and made part of this claim" or the like]. 3. No part of the debt has been paid and there are no setoffs or counterclaims to the debt. 4. The creditor has not nor has any person by creditor's order, for creditor's use, had or received any manner of security for the debt except

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Nondeductibility  

Nondeductibility. I have previously made certain gifts to my son, ___, and to my daughter, ___, all of the gifts being intended by me as unconditional gifts, and I direct that these gifts shall not be in any respect deemed as legal advancements to my daughter, ___, or to my son, ___, and shall not be taken into account in settling my estate or in the distribution of any trust created or the income of the trust.

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