Which statement defines a beneficiary?

Prepare for the Surrogate's Court Clerk Exam with quizzes. Study with multiple choice questions, get detailed hints and explanations, and ace your exam!

Multiple Choice

Which statement defines a beneficiary?

Explanation:
The key idea is who benefits from an estate. A beneficiary is the person who is entitled to receive property or assets from the estate, whether through a will, a trust, or by law if there’s no will. This includes those named in a will (legatees or devisees) and those who would inherit under intestacy rules (heirs). That’s why the definition is: any person entitled to any part or all of an estate. The other options describe roles or actions that aren’t the beneficiary themselves—transferring property by will is a disposition, a corporate trustee is someone who holds assets for beneficiaries, and the surrogate’s court is the court handling the matter.

The key idea is who benefits from an estate. A beneficiary is the person who is entitled to receive property or assets from the estate, whether through a will, a trust, or by law if there’s no will. This includes those named in a will (legatees or devisees) and those who would inherit under intestacy rules (heirs). That’s why the definition is: any person entitled to any part or all of an estate. The other options describe roles or actions that aren’t the beneficiary themselves—transferring property by will is a disposition, a corporate trustee is someone who holds assets for beneficiaries, and the surrogate’s court is the court handling the matter.

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