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Health and Human Services Agency (HHSA), Community Services Division, in accordance with Government Code 25355 and HHSA Policy B-HH-004, “Accepting Donations,” recommend the Board respectfully decline Joyce Marie Lurch’s last will and testament residuary bequest consisting of a mobile home, a 1987 Buick automobile and a $1,000 deposit at a credit union.
FUNDING: There is no funding associated with this Agenda item.
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DEPARTMENT RECOMMENDATION
Health and Human Services Agency (HHSA) recommending the Board respectfully decline Ms. Joyce Marie Lurch’s last will and testament residuary bequest consisting of a mobile home, a 1987 Buick automobile, and a $1,000 deposit in a credit union. Government Code 25355 states that the “Board may accept or reject any gift, bequest, or devise made to or in favor of the county, or to or in favor of the Board in trust for any public purpose.” HHSA recommends declining the residual bequest because the Executor of the decedent’s will has identified a person who lives in a recreational vehicle in the same mobile home park who could benefit from living in the mobile home. Additionally, the automobile does not run and the residual bank deposits can be used to reimburse the decedent’s daughters for cremation expenses and to pay the remainder of the decedent’s creditors.
DISCUSSION / BACKGROUND
Government Code 25355 permits the Board to accept or reject any gift, bequest, or devise made to or in favor of the county. In her last will and testament, Ms. Joyce Marie Lurch named HHSA as the beneficiary of residual and lapsed gifts not otherwise disposed of, to benefit the County’s Public Housing Authority, Housing Choice Voucher Program. The Executor of Ms. Lurch’s will contacted HHSA to indicate the following bequests: A mobile home that was constructed in 1959 and is in poor condition, a 1987 Buick automobile that does not run, and a $1,000 bank deposit. If the County were to accept this donation, we would be responsible ...
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