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SUPPLEMENTAL MATERIAL
City of Pleasanton
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CITY CLERK
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AGENDA PACKETS
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2016
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020216
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SUPPLEMENTAL MATERIAL
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SUPPLEMENTAL MATERIAL
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2/2/2016 11:58:36 AM
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2/2/2016 11:58:33 AM
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CITY CLERK
CITY CLERK - TYPE
AGENDA REPORT
DOCUMENT DATE
2/2/2016
DESTRUCT DATE
15Y
DOCUMENT NO
SUPPLEMENTAL MATERIAL
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Mr.Jonathan Lowell <br /> November 25,2015 <br /> Page 8 <br /> preserved, and we are open to further suggestions. Attachment 7. Memories of Jean <br /> Jones. <br /> Action Items <br /> From the City as beneficiary, as Executor I request the following actions: <br /> 1. Authorization to sell the 1969 Mustang at auction. <br /> 2. A determination as to whether the City wants to take direct title to Jean's home and <br /> financial assets, or whether the City prefers to allow re-sale of the home subject to a <br /> historic preservation easement and establishment of a historic endowment with the <br /> proceeds. <br /> 3. If the City prefers the endowment, approval of the form of the endowment proposed, <br /> or direction as to modification of the terms of the endowment. <br /> 4. If the City prefers the endowment, approval of the marketing plan for the home, or <br /> direction as to modification to the marketing plan. <br /> 5. If the home is sold, City approval of the form of the historic preservation easement to <br /> be recorded and run with the land (nothing drafted yet). <br /> It would be helpful to have a determination regarding whether the City desires to keep <br /> the home as a public building prior to the end of January 2016. Expenses such as on- <br /> going maintenance, bond renewals, property taxes, etc. will all come up in early 2016. <br /> Please call if you have any questions. <br /> r Truly Yours, <br /> eter cDonald t'°61(1.4 : <br /> Executor, Estate of Jean Jones <br /> Attachments: <br /> Attachment 1. Will and related documents <br /> a. Jean Jones will <br /> b. Letters Testamentary Peter MacDonald <br /> Attachment 2. Financial Documents <br /> a. May 2014 Inventory annotated to show actual receipts. <br /> b. Check register, Executor's checking account. <br />
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