Worksheet1: Forest Propertyandestate Overview

Worksheet1: Forest PropertyandEstate Overview

Your Legacy, Your Land

Celebrating 75 years of the American Tree Farm System, a program of the American Forest Foundation

RealEstate

Descriptionandlocation:

Descriptionandlocation:

Your Legacy, Your Land

Celebrating 75 years of the American Tree Farm System, a program of the American Forest Foundation

Your Legacy, Your Land

Celebrating 75 years of the American Tree Farm System, a program of the American Forest Foundation

Parcel/tax lot #:Zoning/easement: Date,howacquired: / Howowned:

%ownership:%Basis: $ Debtobligation:$

Parcel/tax lot #:Zoning/easement: Date,howacquired: / Howowned:

%ownership:%Basis: $ Debtobligation:$

Your Legacy, Your Land

Celebrating 75 years of the American Tree Farm System, a program of the American Forest Foundation

Your Legacy, Your Land

Celebrating 75 years of the American Tree Farm System, a program of the American Forest Foundation

Descriptionandlocation:

Descriptionandlocation:

Your Legacy, Your Land

Celebrating 75 years of the American Tree Farm System, a program of the American Forest Foundation

Your Legacy, Your Land

Celebrating 75 years of the American Tree Farm System, a program of the American Forest Foundation

Parcel/tax lot #:Zoning/easement: Date,howacquired: / Howowned:

%ownership:%Basis: $ Debtobligation:$

Parcel/tax lot #:Zoning/easement: Date,howacquired: / Howowned:

%ownership:%Basis: $ Debtobligation:$

Your Legacy, Your Land

Celebrating 75 years of the American Tree Farm System, a program of the American Forest Foundation

Your Legacy, Your Land

Celebrating 75 years of the American Tree Farm System, a program of the American Forest Foundation

Buildings

Description,address:

Description,address:

Your Legacy, Your Land

Celebrating 75 years of the American Tree Farm System, a program of the American Forest Foundation

Your Legacy, Your Land

Celebrating 75 years of the American Tree Farm System, a program of the American Forest Foundation

Parcel/tax lot#: Zoning/easement: Date,howacquired: Howowned:

%ownershipinterest:%Basis: $

Debtobligation$

Parcel/tax lot#: Zoning/easement: Date,howacquired: Howowned:

%ownershipinterest:%Basis: $

Debtobligation$

Your Legacy, Your Land

Celebrating 75 years of the American Tree Farm System, a program of the American Forest Foundation

Description,address:

Description,address:

Your Legacy, Your Land

Celebrating 75 years of the American Tree Farm System, a program of the American Forest Foundation

Your Legacy, Your Land

Celebrating 75 years of the American Tree Farm System, a program of the American Forest Foundation

Parcel/tax lot#: Zoning/easement: Date,howacquired: Howowned:

%ownershipinterest:%Basis: $

Debtobligation$

Parcel/tax lot#: Zoning/easement: Date,howacquired: Howowned:

%ownershipinterest:%Basis: $

Debtobligation$

Your Legacy, Your Land

Celebrating 75 years of the American Tree Farm System, a program of the American Forest Foundation

Worksheet1: Forest PropertyandEstate Overview(continued)

Your Legacy, Your Land

Celebrating 75 years of the American Tree Farm System, a program of the American Forest Foundation

Timber

Description:Stand #: Est.value:

Valuation date:

Description:Stand #: Est.value:

Valuation date:

Your Legacy, Your Land

Celebrating 75 years of the American Tree Farm System, a program of the American Forest Foundation

Your Legacy, Your Land

Celebrating 75 years of the American Tree Farm System, a program of the American Forest Foundation

Description:Stand #: Est.value:

Valuation date:

Description:Stand #: Est.value:

Valuation date:

Your Legacy, Your Land

Celebrating 75 years of the American Tree Farm System, a program of the American Forest Foundation

Bankaccounts

SavingsAccount:

AccountNumberBankorCompanyBalance

$

CheckingAccount:

AccountNumberBankorCompanyBalance

$

Certificate of Deposit:

AccountNumberBankorCompanyBalance

$

Total:$

MutualFunds

CompanyFundtype: No.ofshares dateacquired purchaseprice currentvalue

$$

LifeInsurance

Company Policyno.: Ownerbeneficiaryvalue

$

Retirement/EmployeeBenefits

IRAs

AccountNumberBankorCompanyPlanOwnerBeneficiaryBalance

$

Your Legacy, Your Land

Celebrating 75 years of the American Tree Farm System, a program of the American Forest Foundation

Worksheet1: Forest PropertyandEstate Overview(continued)

Your Legacy, Your Land

Celebrating 75 years of the American Tree Farm System, a program of the American Forest Foundation

MotorandRecreational VehiclesItem: Year/Make/Model: TitleHolder: Purchasecost:$ Purchasedate: EstimatedFairMarket Value:$ AppraisedValue:$ DebtObligation: $ ValuationDate:

Item: Year/Make/Model: TitleHolder: Purchasecost:$ Purchasedate: EstimatedFairMarket Value:$ AppraisedValue:$ DebtObligation: $ ValuationDate:

Your Legacy, Your Land

Celebrating 75 years of the American Tree Farm System, a program of the American Forest Foundation

Your Legacy, Your Land

Celebrating 75 years of the American Tree Farm System, a program of the American Forest Foundation

MachineryandEquipment

Item:

Year/Make/Model: Purchasecost and date:$, EstimatedFairMarket Value:$ AppraisedValue: $ DebtObligation: $ ValuationDate:

Item:

Year/Make/Model: Purchasecostanddate:$, EstimatedFairMarket Value:$ AppraisedValue: $ DebtObligation: $ ValuationDate:

Your Legacy, Your Land

Celebrating 75 years of the American Tree Farm System, a program of the American Forest Foundation

AllHouseholdandTools

Estimated FairMarketValue:$

Your Legacy, Your Land

Celebrating 75 years of the American Tree Farm System, a program of the American Forest Foundation

Jewelry/Gems/PreciousMetalsItem: Description: PurchaseDate: OriginalCost:$

Estimated FairMarketValue:$

Item: Description: PurchaseDate: OriginalCost:$ EstimatedFairMarket Value:$

Your Legacy, Your Land

Celebrating 75 years of the American Tree Farm System, a program of the American Forest Foundation

Your Legacy, Your Land

Celebrating 75 years of the American Tree Farm System, a program of the American Forest Foundation