Trust Examiner School eBook

Account xxxxx Random distributions are made in additional to the net income and the recurring monthly distribution.; C o m m e n t T y p e N o t e ; U p d a t e d B y x x x ) ; U p d a t e d O n 1 2 / 1 6 / 2 0 2 0 Flag Variance to Policy[Fixed Income 0.14% below minimum of 32.00%] was changed to reviewed.; C o m m e n t T y p e A u d i t ; U p d a t e d B y x x x ) ; U p d a t e d O n 5 / 2 8 / 2 0 2 0 Flag Variance to Policy[Fixed Income 0.20% below minimum of 32.00%] was changed to reviewed.; C o m m e n t T y p e A u d i t ; U p d a t e d B y x x x ) ; U p d a t e d O n 1 2 / 1 9 / 2 0 1 9 Market values include accruals. Page 8 of 12

July 20, 2021

Assets: RESTRIP03 Tract 1 - 3.23 Acres Rail Road Right of Way Pt xxx Parcel #xxxx No exceptions found. C o m m e n t T y p e D o c ; U p d a t e d B y x x x ) ; U p d a t e d O n 1 2 / 1 6 / 2 0 2 0 Review Comments

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

Alerts (continued)