EFTA01110901.pdf

LEON BLACK'S TRUST-OWNED LIFE INSURANCE COVERAGE 2013 Reportable Income & Annual Gift I') (2) 131 141 (SI Carrier's Economic Reportable Carrier / Individual Life Insurance Leon's Insurance Benefit Rate per Trust's Net Death Income & Policies on Leon Age 1,000 of Net Death Benefit Benefit Coverage 0 Annual Gift Prudential's Variable Universal Life A62 1.99 28,137,678 55,994 Policy # V1016844 --- AXA Equitable's Incentive Life Policy A62 1.94 13,699,680 26,577 # 49232126 Security Life's Firstline II Policy # A62 2.08 4,235,175 8,809 610014742 Total 91,380 Carrier's Joint Economic Benefit Reportable Carrier / Second-To-Die Life Insurance Leon's & Debra's Trust's Net Death Rate per 1,000 of Net Income & Policies on Leon & Debra Insurance Ages Benefit Death Benefit Annual Gift Coverage 0 Prudential's Survivorship Preferred MA61 / FAS& 0.17 20,337,929 3,457 Policy # V0001958 New York Ufe's Survivorship VUL MA62 / FAS& 0.22 20,446,337 4,498 Policy 4 75500858 Pacific Ufe's Select Estate Preserver MA62 / FAS& 0.18 5,062,594 911 Policy # VP60897390 John Hancock's Majestic Variable MA62 / FAS& 0.19 30,443,924 5,753 Estate Preserver Policy 4 20039301 AXA Equitable's Survivorship MA62 / FAS& 0.21 25,045,425 5,260 Incentive Life Policy p 49232123 Total 19,879 0 The indicated Carrier's Economic Benefit Rates are for split-dollar plans entered into prior to final regulations i 2002. WS 20134 2014 acocnato. roma Summary 5/122016 EFTA01110901