Sample Codicil
When it’s time to update your will, you don’t have to start from scratch. You can use a codicil—an addition or supplement that explains or modifies your existing will.
This example codicil form is for educational purposes only and does not constitute legal advice. It is recommended that you consult a qualified attorney, licensed in your state, to ensure that this form meets all legal requirements for your state.
SAMPLE
[date]
I, [name], give, devise, and bequeath $___________ (or for a residual gift, [ALL OR A PERCENTAGE] of the rest, residue, and remainder of my estate) to People for the Ethical Treatment of Animals, Inc., federal tax identification number 52-1218336, with the permanent address of P.O. Box 42516, Washington, DC 20015, for its charitable uses and purposes.
In all other respects I ratify and confirm all of the provision of my said last Will and Testament dated on the _________ day of ______________, 20__ .
IN WITNESS WHEREOF, I sign, publish, and declare this instrument to be a Codicil to my last Will and Testament in the presence of the persons witnessing said Codicil at my request this _____ day of ___________, 20__.
_________________________ residing at __________________________
(Name)
Witnesses
_________________________ residing at ___________________________
(Name)
_________________________ residing at ___________________________
(Name)
A codicil must comply with the legal requirements for a will in your state, and the original should be signed in the presence of witnesses to be valid, and the original should be placed with your other valuable papers. A copy can go to your lawyer and to PETA.
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Sample Codicil
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For Trustees and Advisors
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Please contact us if you’d like to discuss the gift options available to you and determine which is best for you now and in the future.
This information is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance. Please request our Gift Annuity Disclosure Statement for additional information.
Questions? We’re here to help.
Tim Enstice
Vice President of Legacy Gifts, PETA Foundation
501 Front St., Norfolk, VA 23510
757-962-8213