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Archiver > STEWART > 2004-02 > 1076758816


From: Symonds <>
Subject: Re: [STEWART] A Genealogical Codicil to a will
Date: Sat, 14 Feb 2004 05:40:24 -0600
References: <013901c3f2a1$2226a400$6a4d1e0a@CPQ15113137822>
In-Reply-To: <013901c3f2a1$2226a400$6a4d1e0a@CPQ15113137822>


In many states, this clause would be precatory, not mandatory. The
words "requested" and "please" make it an optional action on the part
of an executor. If one has time to make a will, one has time to make
advance agreements with persons or institutions to receive the
records. Better practice: make agreements with the recipients before
you write your will and designate two or three recipients in order, so
that if one dies or disappears, then there is another to take on the
responsibility.

Marilyn



teresa stuart de rios wrote:

> I received this from another list I belong to... And it has been "gone over"
> by a Virginia attorney.
>
>
> Teresa Stuart de Rios
>
>
>
> A Genealogical Codicil to My Last Will and Testament
>
> To my spouse, children, guardian, administrator and/or executor:
>
> Upon my demise it is requested that you DO NOT dispose of any or all of my
> genealogical records, both those prepared personally by me and those records
> prepared by others which may be in my possession, including but not limited to
> books, files, notebooks or computer programs for a period of two years. During
> this time period, please attempt to identify one or more persons who would be
> willing to take custody of the said materials and the responsibility of
> maintaining and continuing the family histories. [If you know whom within your family
> or friends are likely candidates to accept these materials, please add the
> following at this point: "I suggest that the persons contacted regarding the
> assumption of the custody of these items include but not be limited to" and then
> list the names of those individuals at this point, with their addresses and
> telephone numbers if known]
>
> In the event you do no find anyone to accept these materials, please contact
> the various genealogical organizations that I have been a
> member of and determine if they will accept some parts or all of my
> genealogical materials. [List of organizations, addresses and phone
> numbers at bottom; include local chapters, with their addresses, phone
> numbers and contact persons if available as well as state/national
> contact information and addresses]
>
> Please remember that my genealogical endeavors consumed a great deal of time,
> travel, and money. Therefore it is my desire that the products of these
> endeavors be allowed to continue in a manner that
> will make them available to others in the future.
>
>
>
> Signature ___________________________ Date ___________
>
> Witness ____________________________ Date ___________
>
> Witness ____________________________ Date ___________
>
>
> [Check requirements in your state for proper execution of a document
> such as this. In Virginia, two witnesses are okay with a self-proving
> affidavit, but this should be done in front of a notary public. Most
> people have self-executing affidavits at the end of their wills and of
> their "living wills" (in Virginia they are called "Advance Medical
> Directives.")]
>
>
>
>
>
>
>
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