[WSBAPT] Distribution of Gift - authority to accept

Philip N. Jones pjones at duffykekel.com
Wed Jan 30 15:47:28 PST 2019


Typically this would go to the archdiocese.  So be careful.
Unless the will is specific as to a particular endowment fund, etc.
(I cannot claim any expertise on this matter, but I asked a partner of mine who has been on a variety of Catholic boards, committees, etc.).  So don’t take my word for it; be cautious.
Phil Jones


From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of michael at westseattleattorney.com
Sent: Wednesday, January 30, 2019 3:39 PM
To: WSBA Probate & Trust Listserve <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Distribution of Gift - authority to accept

Will requires a million dollars to be disbursed to 6 charities - one being a Catholic church and the priest says he is authorized to accept. I am not to sure of the scope of his authority as Priest or Father.  Would appreciate how others have dealt with these types of organizations and who signs the beneficiary receipts.
Thanks
Mike

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