Is there a valid appropriation?

Trusts Discussion
1

Executors sign a memo of appropriation appropriating the deceased’s investments to the “three charities named in clause 4 of the Will in equal shares”. In fact there are only 2 charities, the other organisation has non charitable and non exempt status.

has there been a valid appropriation to the non charitable beneficiary?

Sally-Ann Joseph
Rose & Rose

2

Before one can answer this, did the Will give the executors power to appropriate without agreement of the beneficiaries.

Patrick Moroney
BWL Solicitors

3

Yes, the Will incorporates the STEP provisions

Sally-Ann Joseph

Partner | Estate Planning Department | Rose & Rose

E: sj@roselegal.co.uk | DDI: 020 8974 7498 www.roselegal.co.uk

4

In my view there has been a valid appropriation.

Patrick Moroney
BWL Solicitors