Burial trust agreement form
[DOC File]IRREVOCABLE LIVING TRUST AGREEMENT
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Living Trust Agreement, dated _____, 20_____ ... Contributions to reserves for the purchase of an irrevocable burial plan with a maximum value of $5000. Contributions to reserves for a home maintenance allowance may be made on a monthly basis if the client meets the criteria of OAR 461-155-0660 or OAR 461-160-0630. ...
[DOC File]Last Will and Testament - Summum
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My Personal Representative shall elect under Section 2056(b)(7) of the Internal Revenue Code of 1954, as amended, or other similar statute then in force, to qualify the Marital Trust or the Q-TIP Trust as established by me under Article III, of the _____ Trust Agreement dated the _____ day of _____, 20___, for the federal estate tax marital ...
[DOCX File]WordPress.com
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Form VIII. Living trust agreement with all trust property distributed at settlor's death. Form IX. Living trust agreement with QTIP marital deduction trust, family trust and outright distribution to descendants ... Burial and memorial service instruction. 1.05. Testamentary gift of cash. 1.10. Testamentary gift of cash to charity. 1.15.
[DOC File]Funeral, Burial and Cremation Services Act, 2002, S.O ...
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Appeal 90. Certificate of closing, cemeteries 91. Transfer of money and rights 92. Other trust money 93. Appeal to Tribunal Burial Sites 94. Disturbing burial site prohibited 95. Unmarked burial sites 96. Investigation into origins of site 97. Definitions 98. Declaration 99. Site disposition agreement 100. Irregular burial site War Graves 101.
[DOC File]Chapter 202 FI-Related Resource Policy
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The $1,500 maximum exclusion must be reduced by any amount held in an irrevocable trust or burial contract that represents a burial fund exclusion. A Burial Fund may be excluded retroactively to the date the individual originally designated the funds for burial. 202.06.03 Revocable Pre-Need Burial Contracts (Eff. 07/01/06)
[DOC File]Documents To Send With Your Application
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Look below for the items to bring or mail with this form. We only need copies of these items. ... Trust agreement, annuity contract, stock certificate, bond instrument, or current statements. ... Insurance policies Life, burial and health insurance statements showing the current value. We might also need your spouse or ex-spouse’s job-related ...
[DOC File]MORTUARY TRUST AGREEMENT
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The mortuary trust is the fund created by this agreement to assure the provision of funeral and burial services to the beneficiary. The mortuary trust consists of the payment made for that purpose upon the signing of this agreement and all interest and investment income earned by the fund, less fees and taxes paid pursuant to the terms of this ...
[DOC File]MORTUARY TRUST AGREEMENT
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The mortuary trust is the fund created by this agreement to be applied to the provision of funeral and burial services to the beneficiary. The mortuary trust consists of the initial payment made for that purpose upon the signing of this agreement, any money added to the fund at a later date, and all interest and investment income earned by the ...
[DOC File]estate planning data form - Northwest Elder Law Group
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Testamentary Trust. If you wish, you can create a testamentary trust in your Will to become effective upon your death, such as to ensure the well-being of your minor children, finance their education, provide on-going care for a pet, or achieve other goals. If you would like to discuss the idea of a trust, please indicate below.
[DOC File]CONTRACT FOR PRENEED FUNERAL MERCHANDISE AND SERVICES
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Other Burial Container – Type _____ Size _____ Weight _____ Load Cap. ... This Contract provides benefits in the form of Cemetery Merchandise and Services only, unless Non-Guaranteed Cash Advance Benefits are specified above. ... The trustee will be chosen by the Provider and the trust will be subject to a trust agreement approved by the ...
[DOC File]CONTRACT FOR PRENEED FUNERAL MERCHANDISE AND SERVICES
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The trustee will be chosen by the Provider and the trust will be subject to a trust agreement approved by the Insurance Commissioner. As an alternative to the trust requirement, the Provider may purchase a surety bond in an amount not less than the aggregate value of outstanding liabilities on undelivered preneed contracts for merchandise ...
[DOCX File]APPLICATION FOR CERTIFICATE OF AUTHORITY TO OPERATE A ...
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A trust agreement establishing the Irrevocable Trust Fund, including documentation demonstrating that all required payments have been made into the fund. A photograph or reduced facsimile of a sign or signs to be used stating that the cemetery is an endowed or non-endowed cemetery.
[DOCX File]Session 38 - Income Cap Trust Service
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An ICT is a written irrevocable trust agreement, approved for use by Oregon law and DHS. ... An attorney is not required to set up an ICT. A trust agreement form is provided and approved by DHS. ... Irrevocable burial plan with a maximum value of $5,000. Home maintenance in some cases. Medical care costs.
[DOC File]1 - West Virginia Department of Health and Human Resources
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BURIAL CONTRACT An agreement in which a provider of funeral services and burial items agrees to provide burial services or other final arrangements. ... Assets placed in a trust fund for burial expenses. ... Any form of legal indebtedness against an asset, such as mortgages, liens, loans, purchase contracts and security interests. ...
[DOC File]INSTRUCTION FOR THE FILING OF DOCUMENTS NECESSARY FOR THE ...
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Registration of Preneed Sales Agent Form. Endowment Care Cemetery Trust Agreement. Endowment Care Cemetery Board of Trustees Trust. ... If a funeral director or funeral establishment sells outer burial containers, outer burial containers may be added to the list of merchandise and services in the contract. However, in that case, the funeral ...
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