a yellow iris flower with the word bequests overlaid on top

An Act of Giving

A bequest is a provision in your will that names the recipient or partial recipients of your estates. In making a bequest to Pioneer House Aged Care you can specify an amount of money or a percentage of your estate, the remainder of your estate or other items of personal property such as shares, real estate. Regardless of the size of your bequest, it is an easy way to make a contribution to the lives of the residents of Pioneer House Aged Care.

There are three forms of bequests:

Percentage Bequest, where you nominate a percentage of your estate to be bequeathed to Pioneer House Aged Care.

Example of wording: I bequeath (free of all duties)………..% of my estate to Pioneer House Aged Care with the written acknowledgment of the Treasurer or other proper officer of Pioneer House Aged Care to be accepted by the executors as a full and complete discharge.

Residual Bequest, where your estate pays all debts, taxes, expenses, and specific bequests. The remaining amount, the residue, will be transferred to Pioneer House Aged Care.

Example of wording: I bequeath (free of all duties) the residue of my estate to Pioneer House Aged Care with the written acknowledgment of the Treasurer or other proper officer of Pioneer House Aged Care to be accepted by the executors as a full and complete discharge.

A Specific Sum.

Example of wording: I bequeath (free of all duties) the sum of $……to Pioneer House Aged Care with the written acknowledgment of the Treasurer or other proper officer of Pioneer House Aged Care to be accepted by the executors as a full and complete discharge.

How to change your Will:

Consult your legal advisor to ensure the correct wording is used and all your wishes are met. Including a bequest in your will is simple and can be done when you make your will or added with a codicil to an existing will.

Your help and that of your family would be appreciated.

For more information:

Contact Pioneer House Aged Care on 02 6378 1144.

Your enquiry will be handled completely confidentially.

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