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Trustees assign paperwork to acknowledge new trustee, confirm tax‑return responsibility and schedule annual meeting
Summary
Trustees directed Treasurer Deb Jones to prepare Probate Court documents to acknowledge Justin Shipman as a trustee, confirmed she will prepare the trust tax return by the due date, and agreed to schedule the annual meeting later this fall.
During the Aug. 8 special meeting, trustees directed Treasurer Deborah (Deb) Jones to prepare paperwork for the Probate Judge to have Justin Shipman acknowledged as a new trustee and to draft a warrant pending acceptance by the Judge. The board also confirmed that Jones will prepare the Trust's tax return by the due date and that the annual meeting will be scheduled in the fall.
The steps taken are administrative in nature: the trustees assigned follow‑up tasks to the treasurer rather than completing the Probate acknowledgement or other filings during the special meeting. The trustees adjourned after completing these assignments; the meeting record shows the adjournment at 9:24 a.m.
