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 Weber State University, a not-for-profit corporation organized under the Laws of the State of Utah and having its principal office at 4018 University Circle, Ogden, Utah 84408.

To make a cash bequest:

the sum of $_________ to be used by Weber State University for its general purposes.

To give a percentage of the estate:

_______ percent of my estate to be used by Weber State University 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 Weber State University 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 Weber State University for its general purposes.

Please call Don Spainhower at (801) 626-6568 if you have any additional questions.

Contact Information:
Weber State University
4018 University Circle
Ogden, Utah 84408-4018
(801) 626-6568
Fax: (801) 626-8875

Securities Transfers

DTC Number: 0418

Account Number: 301-03721-1-2-252

Taxpayer ID Number: 87-6000535

Our Broker: Smith Barney

Brokerage Office Telephone: (801) 479-1888, (800) 453-2337

Brokerage Office Fax Number: (801) 479-1626

Please telephone our office if your client is transferring shares to Weber State University. We need to know the name and numbers of shares being transferred.

Copyright © 2008 by R&R Newkirk. All rights reserved.