Facts for Advisers

 

Wills and Trust Language

Bequest language that can be used in a gift by will or living trust:

I give and bequeath to Lehigh Valley Health Network, a not-for-profit corporation organized under the Laws of the State of Pennsylvania and having its principal office at 2100 Mack Blvd., Allentown, Pennsylvania 18105.

To make a cash bequest:

the sum of $_________ to be used by Lehigh Valley Health Network for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by Lehigh Valley Health Network for its general purposes.

To give a residual amount or remaining interest:

the rest, residue and remainder of my estate after all debts, expenses and taxes have been paid and all the general and specific bequests have been made, to be used by Lehigh Valley Health Network for its general purposes.

To give a tangible asset or property:

_______ shares of common stock of __________ (or insert here a description of other property) owned by me at my death as these shares shall exist at the date of my death, to be used by Lehigh Valley Health Network for its general purposes.

Please call Jane Wrisley at (484) 884-8759 if you have any additional questions.


Contact Information:

Lehigh Valley Health Network
2100 Mack Blvd.
P.O. Box 4000
Allentown, PA 18105-4000
(484) 884-8759
Fax: (484) 884-9222

Securities Transfers

DTC Number: 0418

Account Number: 59E-05655-15

Taxpayer ID Number: 23-1689692

Our Broker: Morgan Stanley Smith Barney
(610) 391-6359
Fax: (610) 395-0694

Please telephone our office if your client is transferring shares to Lehigh Valley Health Network. We need to know the name and numbers of shares being transferred.

 

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