Page 14 - Estate Planning Documents

20.2 In relation to the Residual Estate, its net value shall be calculated according to the market
value of the net assets of My Estate at the date of my death, unless otherwise agreed to
between My Executor and the Sharing Beneficiaries.

20.3 In relation to my Superannuation Death Benefits which do not form part of My Estate, their
net values shall be calculated according to the market value of those net assets at the date of
payment to the relevant Sharing Beneficiaries.

20.4 In relation to My Non-Fixed Trusts:
a) Unless otherwise agreed between My Executor and the Sharing Beneficiaries, the net
value of My Non-Fixed Trusts shall be calculated as follows:
i) The market value of assets in the books and accounts of the relevant trust at
the date of my death; less
ii) Any outstanding liabilities of the relevant trust.
b) Unless otherwise agreed between My Executor and the Sharing Beneficiaries:
i) Where the Effective Control or majority of shares in the Corporate Trustee of
any of My Non-Fixed Trusts passes to a Sharing Beneficiary, the net value of
that trust shall be attributed to such Sharing Beneficiary.
ii) Where the Effective Control or majority of shares in the Corporate Trustee of
any of My Non-Fixed Trusts passes to more than one Sharing Beneficiary, the
net value of the trust shall be divided and attributed equally between such
Sharing Beneficiaries.

END OF ADJUSTMENT OF AGGREGATE WEALTH SCHEDULE

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