Deed of appropriation for personal representatives

The following Wills & Probate precedent provides comprehensive and up to date legal information covering:

  • Deed of appropriation for personal representatives

Deed of appropriation for personal representatives

This Deed is made on [date]

Parties

  1. 1

    [insert name of first personal representative] of [insert address] and [insert name of second personal representative] of [insert address] (the Personal Representatives)

  1. 2

    [insert name of beneficiary of [insert address] (the Beneficiary)] OR [insert names of trustees or person entitled to trust income] of [insert address]]

BACKGROUND

    1. (A)

      [insert deceased’s full name] died on [insert date of death] [intestate leaving [insert details of deceased’s relatives entitled on intestacy] surviving them OR leaving a Will dated [insert date of Will] [and a Codicil dated [insert date of Codicil]]]

    1. (B)

      A grant of [probate OR administration'>letters of administration [with Will annexed]] was issued by [the Principal Registry OR [insert name of Probate Registry] Probate Registry] to the Personal Representatives on [insert date of grant]

    1. (C)

      [Under the terms of the said Will [and Codicil] [as varied by a deed of variation dated [insert date of deed of variation]] OR Under the terms of the intestacy provisions contained in Part IV of the Administration of Estates Act 1925], [the Beneficiary is entitled to [insert details of beneficiary’s entitlement] OR the [insert names of trustees or person entitled to trust income] are entitled to [insert details of trust entitlement]]

    1. (D)

      The Personal Representatives have the [statutory power of appropriation under section 41 of the Administration of Estates Act 1925 OR

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