Categories
Worksheet

Teasing Records #3

Teasing Records #3

Henry & Associates – Sample Farm Breeding and Teasing Worksheet

 Name SUZY DUZIT Farm ID 125 Registration 33654 Date of Birth 4/24/94
Color Brown Markings Large irregular star, 2 hind stockings
Stallion Booked Super Stud Status Maiden Due Date N/A Sire of Foal N/A
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
Jan
Feb
Mar
NP
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec

– Incoming

– Shipped

– Teased (*, 1, 2, 3, 4) status of estrus with 4 being the strongest standing heat

– Bred

– Foaled

– Pregnancy check

– Ultrasound pregnancy check ( + / – / ? ) used as modifiers

NP – Checked, nonpregant

Commentary

This is an example of a maiden mare showing an early fertile estrus after she arrives and is exposed to an artificial light program at the breeding farm. The manager bred her in February and hoped for a January foal for the next year. She was examined in foal at 20 days even though she showed some slight interest in the stallion and exhibited another stronger heat later in March. The mare was re-examined and found to have resorbed her pregnancy. Early embryonic death, while disappointing, is not uncommon in mares and may occur more frequently than we originally expected. Her uterus was determined to be of normal size and tone and there was some follicular development on her ovary, so she was rebred on this second series of heats. Since she did not settle on the second cycle when she came into heat for the third cycle, she was bred again. Consistent attention to mares that don’t seem to follow all the rules is essential to success in the breeding shed and the breeder was eventually able to get her in foal and confirmed pregnant. Remember, even after breeding, it’s not unusual for the mare to show some signs of estrus even when she may be already pregnant. Careful observation and good records will show a heat that occurs while the mare is pregnant may not be of the same intensity or duration as the earlier heats and may be a clue about her pregnancy status.

Owner Telephone Fax E-mail
Address City State Zip

Date Comments on Foaling, Breeding, Reproductive Exams, Cultures, Etc.

Health Care, Vaccination and Deworming Schedule

Activity Date Date Date Date Date
Farrier #1
Farrier #2
Teeth
Tetanus
Encephalomyelitis (E&W)
Rhinopneumonitis
Influenza
Distemper
Rabies
Arteritis
Misc.
Misc.
Coggins Test
Weight
Deworming Med #1
Deworming Med #2
Deworming Med #3
Deworming Med #4
Categories
Worksheet

Sample Farm Breeding and Teasing Worksheet – Henry & Associates

Sample Farm Breeding and Teasing Worksheet – Henry & Associates

Henry & Associates – Sample Farm Breeding and Teasing Worksheet

 Name SUZY Q Farm ID 105 Registration 36354 Date of Birth 1/24/89
Color Bay Markings Small star, left hind sock
Stallion Booked Super Stud Status Pregnant Due Date 3/10/98 Sire of Foal Slick Slider
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec

– Incoming

– Shipped

– Teased (*, 1, 2, 3, 4) status of estrus

– Bred

– Foaled

– Pregnancy check

– Ultrasound pregnancy check

Commentary

This is an example of a foaling mare showing a typical post-partum (foal heat) estrus once she arrives at the breeding farm. Some breeders prefer to skip this heat and let the mare’s tract recover after foaling believing that the mare will produce a healthier foal next year. On the other hand, mares that cycle and ovulate during these “foal heats” are often fertile, so breeders trying to move up the next year’s foaling date will take advantage of this opportunity. Even after breeding, it’s not unusual for the mare to show some signs of estrus even when she’s already pregnant. Careful observation and record keeping will give the breeder a sense that perhaps this heat is not quite the same as the one during which she was bred earlier and it may be a symptom of early pregnancy.

Owner Telephone Fax E-mail
Address City State Zip

Date Comments on Foaling, Breeding, Reproductive Exams, Cultures, Etc.

Health Care, Vaccination and Deworming Schedule

Activity Date Date Date Date Date
Farrier #1
Farrier #2
Teeth
Tetanus
Encephalomyelitis (E&W)
Rhinopneumonitis
Influenza
Distemper
Rabies
Arteritis
Misc.
Misc.
Coggins Test
Weight
Deworming Med #1
Deworming Med #2
Deworming Med #3
Deworming Med #4
Categories
Worksheet

CRT Hypothetical Scenario for Your Estate

CRT Hypothetical Scenario for Your Estate

Develop a Scenario for Your Own CRT

Is a tax saving Charitable Remainder Trust a personal planning option?

There are new tools to regain control of your social capital. Complete the following information and fax it to us for a hypothetical and preliminary review.

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This preliminary evaluation is being provided as an educational introduction to the benefits of a CRT in typical estate planning scenarios. Specific advice and implementation is the responsibility of your tax and legal advisors.

Hypothetical Estate Planning Alternatives for:__________________________

Advisor’s Fax / Phone #_______________________ or Address:____________________________

Hypothetical CRT Beneficiary ____________ Sex ___ DOB ______ Insurable as a standard risk nonsmoker? ____

Hypothetical Spouse_______________ Sex ___ DOB ______ Insurable as a standard risk nonsmoker? ____

(This information is to calculate whether or not a wealth replacement trust is a theoretical and economically viable option)

State of Residence for Client/Donor ___. Is this plan for a married couple? _____

Marginal Fed/State Income Tax Bracket ____%. Current Taxable Estate Value $___________________

(e.g. 20% federal and 3% state tax rate)>>><<<(Gross estate less debts and expenses)

Do clients have an ILIT (Irrevocable Life Insurance Trust) to shelter insurance proceeds? ________

Do clients have recently reviewed simple will, trust or existing estate plan? _______________

If married, have they preserved both available Applicable Exclusion Amounts (the old “Unified Credit”) with sheltering trusts? _________

(Credit Shelter Trusts, either living or testamentary from their legal advisor)

Has client already used the Lifetime Gifts in taxable lifetime gifts? ______________

(already given away part of the $1,000,000 allowed in 2005)

Is the Zero Estate Tax Plan a planning goal? ____________________________

Will the donor wish to add to this trust with gifts later? ___________________________

Are there significant qualified retirement or pension funds in estate? _________

Pension Account Value? ___________________. Beneficiary of Account? _____________________

Estate priorities for the clients? _________________________________________________

(e.g., heirs made whole, control, income, security or charity as their principal goals?)

Clients’ New Goals: ____% Assets to heirs, ____% Assets to IRS, ____% Assets to charity

If donors make use of Charitable Lead or Charitable Remainder Trusts, is there a specific philanthropy or family foundation in mind? ________

If so, what charities? ______________________________________

Type of asset under consideration for CRT evaluation _________________. % Annual pretax income it generates ____%

(e.g. farm land worth $760,000 with a basis of $100,000 earning 3.5% of its fair market value annually and appreciating 3%)

Asset’s market value $____________. Asset’s Adjusted Basis $_____________. Asset’s % Annual Appreciation ____%

Annual income needed from this asset? $__________. Is asset mortgaged? ____. How is it legally owned? _____________

(e.g. client needs $40,000 annually for retirement)>>><<<(joint with rights of survivorship, tenants in common, individually, etc.)

Is there any reason the client would not want more income from this asset? ________________

Does client/donor have a family business to pass down and preserve? _____________________________

Client’s risk tolerance _________. Client’s projected % annual appreciation in their estate ____%

Are clients using all of their annual exclusion gifting opportunities? _______________

Number of potential gift beneficiaries? _______

(right to gift up to $11,000 annually per donee to shift assets without tax to heirs)

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Client’s % annual inflation rate (CPI) or COLA assumptions ____%

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