Research Report 13 (2006) - I give, devise and bequeath: an empirical study of testators' choice of beneficiaries (by J E Dekker and M V A Howard)
APPENDIX: SURVEY DOCUMENT
Updates and background for this project (Digest)
File number: ___________/04
Type: Probate / Letters of administration / Letters of administration (with will)
Date of grant:
Sex: M/F
Date of death:
Date of will:
Gross value: $
Nett value: $
Value includes real estate: Yes/No
Age:
Marital status at death:
Married / Widowed / Divorced / Separated / Never married / other
Number of marriages:
Children: Yes / No
Value of jointly held property: $
Value includes real estate: Yes/No
Beneficiaries on intestacy: full/partial
spouse / defacto / children / gc / ggc / sibling /nephew /gp / aunt
Life interest: Yes/No ... Spouse / Other
Residue:
____ Children: __ % - Equal shares/other
Bequests:
Real estate:
Personal property:
Large pecuniary (>$1000):
Small pecuniary (<$1000):
Substitutionary clause:
____ Children: __% - Equal shares/other
Form of will: Typescript / Hand written
Pre-printed form: typed / hand
Survivorship clause: Yes/No
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