Trust Examiner School - September 2023
July 20, 2021
Comments: Vacant land to be retained.; Comment Type Reg9 ; Updated By xxx (wb14026) ; Updated On 12/9/2020
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Tract 2 - 40 Acres On xxx IN Tract 3 - 38.07 Acres On xxx INTract 4 - 46.42 Acres On Sr xxx IN
Real Estate - Ag/Farm Rental (continued) Review Questions: is the appraisal date shown in the price date field? Yes
Does the market value of this asset represent more than 15% of the account's total market value? Yes Are current retention letters signed by the beneficiaries on file? No Are insurance premiums current? Yes Has the adequacy of insurance coverage been reviewed in the last twelve months? Yes Is the insurance coverage adequate? Yes Is the property encumbered by a mortgage? No Are real estate taxes current? Yes Are all available real estate tax exemptions in place? Yes Should this asset be retained? Yes Assets: RExxxx RExxx RExx
Rule: Specialty Assets Message: Real Estate - Vacant Lot[RESTRIP03] Date Generated: 5/31/2019 Assignee: Alert Group: Alert Group 1 New Exceptions: 0 Predefined Comments: None
Real Estate - Vacant Lot
Alerts (continued)
Account xxxxx
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