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Bequest Language

Specific Bequest
I give and bequeath the sum of ($XX,XXX) to the MedStar Good Samaritan Hospital Foundation, tax I.D. number 52-2307122, a charitable organization located at 5601 Loch Raven Boulevard, Baltimore, MD 21239.

I instruct that all of my charitable gifts shall be made, to the extent possible, from property that constitutes income in respect of a decedent as that term is defined in the Internal Revenue Code.

Or,

I give, devise and bequeath the following described property to the MedStar Good Samaritan Hospital Foundation, tax I.D. number 52-2307122, a charitable organization located at 5601 Loch Raven Boulevard, Baltimore, MD 21239: property known as (formal description of real or personal property).

I instruct that all of my charitable gifts shall be made, to the extent possible, from property that constitutes income in respect of a decedent as that term is defined in the Internal Revenue Code.

Residual Bequest
I devise the residue of my estate, after the satisfaction of all specific bequests and the payment of all taxes and other costs attending my death, to the MedStar Good Samaritan Hospital Foundation, tax I.D. number 52-2307122, a charitable organization located at 5601 Loch Raven Boulevard, Baltimore, MD 21239.

I instruct that all of my charitable gifts shall be made, to the extent possible, from property that constitutes income in respect of a decedent as that term is defined in the Internal Revenue Code.

Or,

I devise (XX) percentage (or fraction, e.g., two-thirds) of the residue of my estate, after the satisfaction of all specific bequests and the payment of all taxes and other costs attending my death, to the MedStar Good Samaritan Hospital Foundation, tax I.D. number 52-2307122, a charitable organization located at 5601 Loch Raven Boulevard, Baltimore, MD 21239. I devise the remaining (XX) percentage (or fraction, e.g., one-third) of my residual estate to (legal name and address of charity No. 2).

I instruct that all of my charitable gifts shall be made, to the extent possible, from property that constitutes income in respect of a decedent as that term is defined in the Internal Revenue Code.

Contingent Bequest
If (insert name or names) does/do not survive me, I give and devise to the MedStar Good Samaritan Hospital Foundation, tax I.D. number 52-2307122, a charitable organization located at 5601 Loch Raven Boulevard, Baltimore, MD 21239, the rest, residue, and remainder of my estate, both real and personal.

I instruct that all of my charitable gifts shall be made, to the extent possible, from property that constitutes income in respect of a decedent as that term is defined in the Internal Revenue Code.



Copyright © MedStar Good Samaritan Hospital Foundation, All rights reserved.

The information in this Web site is not intended as legal advice. For legal advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income tax include federal taxes only. Individual state taxes and/or state law may impact your results.


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