Trust Examiner School - September 2023

July 20, 2021

Account xxxxx Comment Type Doc ; Updated By xxx) ; Updated On 12/16/2020 Random distributions are made in additional to the net income and the recurring monthly distribution.; Comment Type Note ; Updated By xxx) ; Updated On 12/16/2020 Flag Variance to Policy[Fixed Income 0.14% below minimum of 32.00%] was changed to reviewed.; Comment Type Audit ; Updated By xxx) ; Updated On 5/28/2020 Flag Variance to Policy[Fixed Income 0.20% below minimum of 32.00%] was changed to reviewed.; Comment Type Audit ; Updated By xxx) ; Updated On 12/19/2019 Market values include accruals. Page 8 of 12

Assets: RESTRIP03 Tract 1 - 3.23 Acres Rail Road Right of Way Pt xxx Parcel #xxxx

Real Estate - Vacant Lot (continued) Review Questions: Are all available real estate tax exemptions in place? Yes Should the asset be retained? Yes Exceptions

No exceptions found.

Alerts (continued)

Review Comments