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REPRESENTATIVE FOR PETITIONER: James O'Donnell, Trustee REPRESENTATIVE FOR RESPONDENT: Rosemary Mandrill, St. Joseph County AssessorBEFORE THE INDIANA BOARD OF TAX REVIEW WINIFRED H. O'Donnell TRUST, Petitioner, v. ST.
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Obtain a copy of the trust document
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The Winifred H O'Donnell Trust is a legal entity created to hold and manage assets for the benefit of beneficiaries specified in the trust document.
The trustee or trustees of the Winifred H O'Donnell Trust are required to file the necessary paperwork and documents related to the trust.
To fill out the Winifred H O'Donnell Trust, the trustee(s) must gather all relevant financial information, assets, and beneficiaries details as outlined in the trust document, and then follow the instructions for completing the necessary forms and reports.
The purpose of the Winifred H O'Donnell Trust is to protect and manage assets for the benefit of the named beneficiaries, in accordance with the terms specified in the trust document.
The Winifred H O'Donnell Trust must report detailed financial information, asset holdings, beneficiary details, and any transactions or distributions made by the trust during the reporting period.
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