Trust Examiner School eBook

July 20, 2021

Comments: Vacant land to be retained.; C o m m e n t T y p e R e g 9 ; U p d a t e d B y x x x ( w b 1 4 0 2 6 ) ; U p d a t e d O n 1 2 / 9 / 2 0 2 0

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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? Y e s

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: N o n e

Does the market value of this asset represent more than 15% of the account's total market value? Y e s Are current retention letters signed by the beneficiaries on file? N o Are insurance premiums current? Y e s Has the adequacy of insurance coverage been reviewed in the last twelve months? Y e s Is the insurance coverage adequate? Y e s Is the property encumbered by a mortgage? N o Are real estate taxes current? Y e s Are all available real estate tax exemptions in place? Y e s Should this asset be retained? Y e s Assets: RExxxx RExxx RExx

Real Estate - Vacant Lot

Alerts (continued)

Account xxxxx