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The record values this file is made from: the ones its text names with {{record.field}}, and the fields its template reads. A value here is in the file's source; whether it is readable depends on the look.
None: everything on it is written in attachments.yaml.
The values at render time were not recorded: the file was rendered before files/rendered.json existed. Rendering it again records them.
Planted
only_in_file Facts that are in no record field but overlap across files, in different words. The appraised values of the Omega ($4,150) and the pearls ($1,900) are in the 2024 appraisal and on the valuables schedule; the 2016 appraisal has older figures. The successor trustees and the specific gifts are in the trust. What happens to the cabin is in the trust (sold), in the amendment that replaced that paragraph (kept by the three children; the saved amendment is a scan with no text) and in the lawyer's letter that explains the amendment. Ray's 2026 required withdrawal ($28,012.02) is on the IRA statement and in the advisor's letter, and the 2025 tax summary gives it as "about $28,000". The porch change order is in the contract; the receipt says only that the porch came in $800 over.
only_in_file The other hard files. The trust amendment is a scan with no text layer. The 1986 deed is a faint copy of a typed deed, also without text: the names of the sellers were typed darker and are clear, while the price ($84,500.00) is very faint; the price is in no record or note. The portal page for Ray is a screenshot, and its last section (the next appointment) is below the edge of the picture. The bunkhouse contract has the printed one-year workmanship warranty struck out and "two years" written in and initialled. The truck's title is saved twice: a clean PDF, and a telephone photograph with glare across the title number and the left edge cut.
mismatch Paragraph 7.2 of the 2019 trust says the cabin is to be sold. The 2023 amendment replaced that paragraph: the cabin goes to the three children, cannot be sold for five years unless all agree, and $60,000 is set aside for it. The amendment is right. The trust also names five grandchildren for the $15,000 gifts; the amendment makes it every grandchild, so June is included.
attachments.yaml
record: doc-trust-amendment-2023
template: document
style: legal
scan: true
title: First Amendment to the Ostrander Family Revocable Trust
body: 'We, **Raymond C. Ostrander and Margaret A. Ostrander**, as grantors and trustees of the Ostrander
Family Revocable Trust dated May 14, 2019, amend the trust as follows, under the power reserved in Article
3.
**1. Grandchildren.** Paragraph 7.1(i) is replaced with: "(i) $15,000.00 to each grandchild of the grantors
who is living at the death of the surviving grantor, including any grandchild born or adopted after
the date of this trust, each share to be held in trust until the grandchild reaches age 25." The grantors
note that their granddaughter Juniper Margaret Khoury was born on July 12, 2021.
**2. The cabin.** Paragraph 7.2 is replaced with:
"7.2 The cabin. (a) The real estate at 8815 Skein Lake Road, Minocqua, Wisconsin, with its furnishings,
shall be distributed to Ellen M. Sievert, David R. Ostrander and Katherine L. Ostrander in equal shares
as tenants in common.
(b) The cabin shall not be sold for five (5) years after the death of the surviving grantor unless all
three children agree in writing.
(c) A child who wishes to sell his or her share must first offer it to the other two at its appraised
value, and they shall have ninety (90) days to accept.
(d) Before the residue is divided, the trustee shall set aside $60,000.00 as a cabin fund, to be used
for the property taxes, insurance and upkeep of the cabin, and shall distribute what remains of the
fund to the owners of the cabin in equal shares ten (10) years after the death of the surviving grantor.
(e) If all three children state in writing that they do not wish to keep the cabin, it shall be sold
and the proceeds, with the cabin fund, added to the residue."
**3. The dog.** A new paragraph 7.1(l) is added: "(l) Any dog owned by the grantors at the death of
the surviving grantor, to Katherine L. Ostrander, together with $5,000.00 for its care."
**4.** In all other respects the trust is confirmed.
Signed October 10, 2023, at Madison, Wisconsin.
Raymond C. Ostrander, Grantor and Trustee
Margaret A. Ostrander, Grantor and Trustee
Witnessed by Marcus T. Hoyt and Priscilla Engebretson. Acknowledged before Rebecca L. Stannard, Notary
Public, State of Wisconsin.
'
