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    ESPR016605 GRUNDMEIER

    Binder Information

    Created For:Duane Hoffmeyer

    Created By:Jansen, Kari

    Created Date:09-04-2014

    Updated By:Jansen, Kari

    Updated Date:09-04-2014

    Generated:09-04-2014

    Event Date:09-04-2014

    Expires:

    E-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    CLERK OF IOWA DISTRICT COURT FOR BUENA VISTA COUNTY

    CLERK'S CERTIFICATE OF TRANSCRIPT

    IN THE IOWA DISTRICT COURT, BUENA VISTA COUNTY, ss.

    I hereby certify that the foregoing is a full, true and correct copy of:

    ESTATE OF KENNETH D GRUNDMEIER

    CASE NUMBER: 03111 ESPR016605

    Date: 09/04/2014

    /s/Joann Kinnetz

    Clerk of Court/Designee

    BUENA VISTA County

    1 of 1

    E-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    I N

    THE

    IOWA D I S T R I C TCOURT

    FOR BUENA

    V I S T A

    COUNTY

    I N THE MATTER OF THE ESTATE OF

    GRUNDMEIER, KENNETH DALE

    D e c e a s e d .

    REPORT OF

    REFEREE

    P r o b a t e

    No.

    0 3- 11 1- - ES -P R0 16 60 5

    COMES

    NOW thed u l y a p p o i n t e d

    R e f e r e e

    and r e p o r t s to the

    C o u r t

    as f o l l o w s

    The

    F i n a l

    R e p o r t

    has

    b e e n f i l e d

    i n

    t h i s

    E s t a t e .

    The

    R e f e r e e

    has

    e x a m i n e d

    s a i d R e p o r t

    an d r e p o r t s to the

    C o u r t

    as f o l l o w s : A l l q u e s t i o n s

    m u s t

    be

    a n s w e r e d .

    I f y e s or no i s not a p p r o p r i a t e , c h e c k N/A .)

    1.

    N o t i c e of

    A p p o i n t m e n t

    p u b l i s h e d : YES _X_ NO N/A

    2. A f f i d a v i t

    m a i l i n g n o t i c e r e q u i r e d by:

    A )

    I o w a Co d e

    s e c t i o n s

    6 3 3 . 2 3 0

    and

    6 3 3 . 3 0 4

    YES _X_ NO N/A

    B )

    I o w a C o d e

    s e c t i o n s

    6 3 3 . 2 3 1

    and

    633.304A

    m e d i c a l a s s i s t a n c e c l a i m s ) YES _X_ NO N/A

    3. F i d u c i a r i e s f e e s o r d e r e d or

    w a i v e d

    and

    a f f i d a v i t ofc o m p e n s a t i o n f i l e d YES _X_ NO N/A

    4. A t t o r n e y f e e s o r d e r e d and a f f i d a v i to f

    c o m p e n s a t i o n f i l e d

    YES _X_ NO N/A

    A ) I t e m i z a t i o n

    was

    r e q u e s t e d

    and

    p r o v i d e d :

    YES NO _X_ N/A

    B ) I fn o t ,

    s t a t e m e n t

    r e q u i r e d by I o w a C o d e

    s e c t i o n 6 3 3 . 4 7 7 ( 1 1 )was made: YES _X_ NO N/A

    5. Inco m e

    t ax

    a c q u i t t a n c e

    f i l e d

    YES _X_ NO N/A

    6. I n h e r i t a n c e ta xc l e a r a n c e f i l e do r

    c e r t i f i c a t i o n r e q u i r e d

    by

    I o w a C o d e

    s e c t i o n 4 5 0 . 5 8

    made: YES _X_ NO N/A

    7. A l i s t of d i s t r i b u t e e si s

    s h o w n :

    YES _X_ NO N/A

    8. A

    d e s c r i p t i o n

    of

    r e a l

    e s t a t e

    i s

    s h o w n :

    YES _X_ NO N/A

    9.

    C e r t i f i c a t e s

    of

    c h a n g e

    o f

    t i t l e

    t o

    r e a l

    e s t a t e ,

    a s r e q u i r e d : YES NO N/A

    1 0 . A l l c l a i m s

    f i l e d

    h a v e b e e n

    p a i d , d i s a l l o w e d ,

    or

    r e l e a s e d : YES _x_ NO N/A

    1 1 . N o t i c e of h e a r i n g on

    F i n a l R e p o r t w a i v e d :

    YES _X_ NO N/A

    1 2 . A c c o u n t i n g i s

    w a i v e d :

    YES Y NO N/A

    1 3 . C o u r t c o s t s h a v e b e e n p a i d :

    YES _X_ NO N/A

    1 4 . E l e c t i o n f i l e d

    by or

    f o r s u r v i v i n g

    s p o u s e

    u n d e r

    s e c t i o n 6 3 3 . 2 3 6 :

    YES ,

    t a k e

    E-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    15. Receipt s

    f o r a l l

    s p e c i f i c b e q u e s t s :

    YES NO N/A _X

    16. F e d e r a l

    e s t a t e t a x

    c l o s i n g l e t t e r

    and

    p r o o f

    o f

    payment i s on f i l e (not

    r e q u i r e d

    f o r c l o s i n g ) YES NO N/A _X_

    17. There

    i s a

    st at ement

    t h a t

    decedent

    l e f t g e n e t i c

    m a t e r i a l : YES f[ NO N/A

    A.

    Decedent

    l e f t

    g e n e t i c

    m a t e r i a l : YES NO ^ N/A

    B. I f

    decedent

    l e f t

    g e n e t i c

    m a t e r i a l a nd was

    m a r r i e d a t

    time

    o f

    death,

    s u f f i c i e n t

    e s t a t e

    a s s e t s a r e

    r e s e r v e d

    t o

    fund

    distribution toposthumous heirs YES NO N A

    C. Posthumous

    c h i l d (Iowa

    Code s e c t i o n 633.220A)

    o r c h i l d

    b o r n

    o r

    ado pt ed

    a f t e r

    e x e c u t i o n

    o f w i l l

    (Iowa

    Code s e c t i o n 633.267) YES NO N/A X

    D. F i n a l d i s t r i b u t i o n s w i l l b emadet wo year s

    a f t e r decedent 's death: YES NO N/A X

    E.

    Su pplement al

    r e p o r t

    w i l l

    be

    s u b m i t t e d

    a f t e r f i n a l d i s t r i b u t i o n s :

    YES NO N/A X

    18. Remarks:

    Dated

    t h i s

    G f j . t day o f

    Re fe re e i n

    P r o b S e B ^ ^

    W ^ j J ^

    E-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    IN THE DISTRICT COURT OF IOWA IN AND FOR BUENA VISTA COUNTY

    IN THE MATTER OF :: PROBATE NO. ESPR016605

    THE ESTATE OF :

    :ORDER CLOSING ESTATE

    KENNETH D. GRUNDMEIER :____________________________________________

    The F!"# Re$%&' %( R%)e& K. G&*!+,ee& "!+ D"#e K. G&*!+,ee&-

    Ee/*'%& %( 'he E'"'e %( Ke!!e'h D. G&*!+,ee&- $&ee!'e+ '% 'he

    C%*&'- "!+ 'he C%*&'- "('e& &ee2!) 'he &e/%&+ he&e!- (!+ 'h"'

    "## !'e&e'e+ $"&'e h"e 2"e+ !%'/e %( he"&!) %! 'h F!"#

    Re$%&' " e+e!/e+ 34 2&''e! W"e& %( N%'/e (#e+ he&e!.

    The C%*&'- "('e& &ee2!) 'he e!'&e &e/%&+ he&e! "!+ 'he

    F!"# Re$%&'- "!+ "('e& 3e!) (*##4 "+e+ ! 'he $&e,e- FINDS

    'h"' 'he F!"# Re$%&' /%!'"! " '&*e "!+ "//*&"'e '"'e,e!' %( 'he

    "/' "!+ +%!) %( 'he Ee/*'%& 'h"' 'he "/' "!+ +%!) %( 'he

    Ee/*'%& h%*#+ 3e &"'(e+- "$$&%e+ "!+ /%!(&,e+ 'h"' 'he F!"#

    Re$%&' h%*#+ 3e "$$&%e+ 'h"' 'he Ee/*'%& h%*#+ 3e +/h"&)e+

    "!+ 'h"' 'he E'"'e h%*#+ 3e /#%e+.

    IT IS THEREFORE ORDERED 'h"' 'he "/' "!+ +%!) %( 'he

    Ee/*'%&- R%)e& K. G&*!+,ee& "!+ D"#e K. G&*!+,ee&- " e' (%&'h

    ! 'he F!"# Re$%&' "&e he&e34 &"'(e+- "$$&%e+ "!+ /%!(&,e+ 'h"'

    'he F!"# Re$%&' he&e34 "$$&%e+ 'h"' 'he Ee/*'%& "&e he&e34

    +/h"&)e+ "!+ 'h"' 'he E'"'e %( Ke!!e'h D. G&*!+,ee& he&e34

    /#%e+.

    E-FILED 2014 AUG 27 3:21 PM BUENA VISTA - CLERK OF DISTRICT COURTE-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    State of Iowa Courts

    Type: OTHER ORDER

    Case Number Case Title

    ESPR016605 ESTATE OF KENNETH D GRUNDMEIER

    So Ordered

    Electronically signed on 2014-08-27 15:21:27 page 2 of 2

    E-FILED 2014 AUG 27 3:21 PM BUENA VISTA - CLERK OF DISTRICT COURTE-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    E-FILED 2014 AUG 25 2:24 PM BUENA VISTA - CLERK OF DISTRICT COURTE-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    E-FILED 2014 AUG 25 2:24 PM BUENA VISTA - CLERK OF DISTRICT COURTE-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    E-FILED 2014 AUG 25 2:24 PM BUENA VISTA - CLERK OF DISTRICT COURTE-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    E-FILED 2014 AUG 25 2:24 PM BUENA VISTA - CLERK OF DISTRICT COURTE-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    E-FILED 2014 AUG 25 2:24 PM BUENA VISTA - CLERK OF DISTRICT COURTE-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    E-FILED 2014 AUG 25 2:24 PM BUENA VISTA - CLERK OF DISTRICT COURTE-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    E-FILED 2014 AUG 25 2:24 PM BUENA VISTA - CLERK OF DISTRICT COURTE-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    E-FILED 2014 AUG 25 2:24 PM BUENA VISTA - CLERK OF DISTRICT COURTE-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    E-FILED 2014 AUG 25 2:24 PM BUENA VISTA - CLERK OF DISTRICT COURTE-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    E-FILED 2014 AUG 22 10:05 AM BUENA VISTA - CLERK OF DISTRICT COURTE-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    E-FILED 2014 AUG 22 4:00 PM BUENA VISTA - CLERK OF DISTRICT COURTE-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    E-FILED 2014 AUG 22 4:00 PM BUENA VISTA - CLERK OF DISTRICT COURTE-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    E-FILED 2014 AUG 22 4:00 PM BUENA VISTA - CLERK OF DISTRICT COURTE-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    E-FILED 2014 AUG 22 4:00 PM BUENA VISTA - CLERK OF DISTRICT COURTE-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    E-FILED 2014 AUG 22 4:00 PM BUENA VISTA - CLERK OF DISTRICT COURTE-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    E-FILED 2014 AUG 22 4:00 PM BUENA VISTA - CLERK OF DISTRICT COURTE-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    E-FILED 2014 AUG 22 4:00 PM BUENA VISTA - CLERK OF DISTRICT COURTE-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    E-FILED 2014 AUG 22 4:00 PM BUENA VISTA - CLERK OF DISTRICT COURTE-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    E-FILED 2014 AUG 22 4:00 PM BUENA VISTA - CLERK OF DISTRICT COURTE-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    C O

    ar

    r T

    IN THEIOWADISTRICTCOURTFOR THETHIRD

    JUDICIAL

    DISTRICT*

    IN RE THE

    CONVERSION

    OF

    FILES

    TO

    ELECTRONIC

    DOCUMENTS

    CO

    AdininistrativeOrdea-2010-11

    3 : 0

    ti

    r

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    T H E I O W A S T A T E B A R

    A S S O C I A T I O N

    Of f ic ia l Form No. P -222

    Mark T. Cornish

    AT0001764

    FOR THE LEG,

    THIS

    FORI

    f E C T U H E US EOF

    S U L T

    t B 8 R

    LAW YE R

    IN T H E M A T T E R O F

    T H E E S T A T E OF

    THE

    IOW

    DISTRICT OURT

    B U E N A

    V I S T A C O U N T Y

    P r o b a t e

    N o .ESPRO

    16605

    K E N N E T H D.

    G R U N D M E I E R

    A F F I D A V I T

    O F M A I L I N G N O T I C E *

    S T A T E OF IOW A

    C O U N T Y O FB U E N A V I S T A

    ss .

    The undersigned,first being duly sworn (or affirmed), statesthaton the 21st day of M ay ,

    2013 , (he)- (she) personal ly mai led to each of the fol lowing n amed pers ons a No tice (a true copy of

    which N otice is attached hereto and mad e a part hereof),*

    by ordinary ma il, ea ch su ch notice, together with other enclosures i f so indicated

    (ordinary - cert if ied - registered)

    above, being mai led in a sealed envelope with proper pos tage thereon, ad dres se d to the s a id persons

    respectively, at their last known Pos t Off ice addres s es , by deposit ing the s am e on said date in a United

    States Post Off ice mai l receptacle in said County,to-wit:

    1. M s.

    Jean

    C .

    Grundmeier,

    520

    Otsego

    St.,

    220

    Storm Lake, IA

    50588

    2. Mr.RogerK .Grundmeier, 11147 Hidden SpringsCt.

    Dubuque, IA

    52003

    3. Mr.Dale K .Grundmeier, 710 S. Main St.

    N ew

    Sharon,

    IA

    50207

    4. Ms.Denise Reyerson, 1940 Coats St.

    Dubuque, IA

    52001

    5. Ms. Cynthia K .

    Houser,

    625Cooper St.

    Perry,G A

    31069

    (if return receipts are required s o state and attach).

    Jererle)Neir

    Subscr ibed

    and sw orn to (or affirmed) before me this day

    If there a re other enclos ures ,

    such

    a s F ina l Report , Annual

    Report , etc. , so s tate

    Mark T. Cornish

    Affiant)

    2013

    ProbateC ode Sect ions 38, 40 and 47.

    ^ t .

    MA RK

    T . C ORN I SH

    * A * Commission Number 112385

    f f l j

    1

    My Commission Expires

    T O S T ' August

    31, 20 / >

    Notary Publ ic in and for said State

    (OR) Clerk of said Dist r ic t Cour t

    1>The lowa State Bar

    As sociation

    2007

    IOW AD OCS

    P-2 2 2 A F F I D A V I T O F M A I L I N G N O T I C E

    Revised

    January 1999

    E-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    i

    TH E

    IOWA

    STATE BA R ASSOCIATION

    OfficialForm No. P-225

    Mark

    T.

    Cornish

    AT0001764

    FO R

    TH E

    L E G A L

    EF F ECT

    O F

    TH EU S EOF

    THIS

    F O R M ,C O N S U L T

    YOUR LAW YE R

    THE

    IOW

    DISTRICT OURT

    BUENA

    VISTA

    C O U N T Y

    IN THE M A TTE RO F T H E

    ESTATE

    OF

    K E N N E T H D . G R U N D M E IE R

    Probate NoESPRO16605

    N O T I C E

    O F

    P R O B A T E

    O F W IL L , O F

    A P P O I N T M E N T

    O FE X E C U T O R, A N D

    N O T I C E

    T O

    C R E D I T O R S

    D e c e a s e d .

    To

    Al l

    Persons Interested inthe Estate of

    Kenneth

    D .Gmndmeier

    Deceased, who died on or about December 9 2012

    Youare hereby

    notifiedth t

    on the 17th day of December 2012 the lastwilland

    testament

    of

    KennethD.

    Grundmeier

    i

    deceased, bearing

    d te

    ofthe

    21st day of December , 2010 ,

    *

    w a s

    admittedtoprobate in the above na me d court and

    that

    Roger K . G rundmeier and Dale K . Grundmeier

    w a s appointed executor ofthe es tate. An y act ionto seta s i d ethewi l l must bebrought in thedistrict court

    of said county within the later to occu r of four months from the date of the second pub l icat ion of this

    notice orone month from thedateof mailing of this noticeto allheirsofthe deced ent and devis ees under

    the wi ll wh os e identit ies are reas onably asce rtainab le, or thereafter be forever barred.

    Notice isfurther giventhata l l person s indebtedtothe es tate are requestedto make immediate payment

    to theunde rs igned , andc redi tors having c la ims against thees tate sh al l fi le the m

    with

    the clerk of the

    above named distr ict court , asprovided bylaw, duly a uthen ticated, fora l lowance,andun lesssofiledby

    the later to occuroffour months from thes eco nd pub l icat ion of this notice orone month from thedateof

    mail ing of this notice (unless otherwise al lowed orpaid)ac laim is thereafter forever b arred.

    Datedthis 18th dav of December , 2012

    Roger

    K. Grundmeier

    Executor of

    est te

    11147

    Hidden

    Springs Ct.

    *Designate

    Codicil(s)

    ifany,

    with

    date(s).

    Dubuque, IA 52003

    Address

    Mark

    T.Cornish

    Attorney forexecutor

    Dale

    K. Grundmeier

    STERN, DEEHL,CORNISH JEN S EN

    533

    Erie

    St.P.O. Box1074

    Storm

    Lake,

    IA

    50588

    Executor

    of est te

    710 S . Main S t .

    New Sharon,

    I A 50207

    Date of second publication

    3 r d day of Ja nu ar y

    2013

    (Date to be inserted by publisher)

    Probate C o d e

    S ec t ion 304

    I

    The lowa S tateBar Association2Q07

    I O W A D O C S

    0

    P-2 2 5

    N O T I C E O FP R O B A T E O F W I L L , O FA P P O I N T M E N T O F

    E X E C U T O R ,

    A N D N O T I C E T O C R E D I T O R S

    RevisedJanuary,1999

    E-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    N THE

    DISTRICT

    COURT OF IOWA IN AND FOR BUENAVISTACOUNTY

    N

    THE MATTER OF

    THE-ESTATEOF

    KENNETHD. GRUNDMEIER

    PROBATENO.

    ESPRO16605

    AFFIDAVIT

    RE INHERITANCE ESTATE

    TAX

    CLEARANCE

    STATE

    OF IOWA

    COUNTY OF BUENA VISTA

    S S

    C D

    O

    f f o

    : m . 5

    :5>

    < o cr

    t n ~ ^ r

    r j o PO

    W e Roger K. Gundmeier and Da le K. Gru nd mei er Execjyfeprsoof Ithe

    ? 2

    s

    m

    K e n n e t h

    D.

    G r u n d m e i e r

    E s t a t e b e i n g f i r s t d u l y

    s w o r n o n . ^ a t h ^ d e o r y s e

    a n d s t a t eas

    f o l l o w s :

    1. That

    we are the

    Ex e c u t o r s

    of the

    E s t a t e

    of

    K e n n e t h

    D.

    G r u n d m e i e r .

    T h a t

    the

    d e c e d e n t , K e n n e t h

    D.

    G r u n d m e i e r ,

    d i e donD e c e m b e r

    9 2012 .

    T h a t

    F o r m

    706,

    U n i t e d

    S t a t e s

    E s t a t eTax

    R e t u r n ,

    was not

    r e q u i r e d

    to be

    f i l e d

    as a

    r e s u l t

    of the

    d e c e d e n t s d e a t h .

    T h a t

    thes o l e

    d e v i s e e u n de r

    theL a s t W i l l and

    T e s t a m e n t

    of

    t h e

    d e c e d e n t

    i s the

    d e c e d e n t s s p o u s e

    who i s

    e x e m p t f r o m

    Iowa I n h e r i t a n c eTax

    p u r s u a n t

    toIowa C o d e S e c t i o n

    450.9.

    T h a t t h e r e f o r e

    no

    Iowa

    I n h e r i t a n c e / E s t a t eTax

    C l e a r a n c e

    w i l l

    be

    f i l e d f o r t h i s E s t a t e .

    D a l eK.

    G ru n d m e i e r , E x e c u t o r

    E-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    - 2 -

    SUBSCRIBED AND SWORN to before me this J day of

    2013

    ^ M RK T CORNISH

    } A \

    Commission

    Num bar 112385

    MyC omm ission

    Expires

    ToSSr A ug us t 3 1 2 0 ^ 1

    N o t a r y P u b l i c

    i n a n d f o r t h e

    S t a t e o f Iowa

    E-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    I s

    FO R

    T HE fefi E F F & f i j F T H E j in n O F

    ' ' THISF 8lft/I,C O N S U L T j r O U R '

    T H E I O W A S T A T E B A R A S S O C I A T I O N

    O f f ic ia l Fo rm N o. P -220

    Mark T Cornish

    AT0001764

    b ro=

    T o '

    o t

    o

    IN T H E

    M A T T E R

    O F

    T H E E S T A T E

    OF

    THEIOW DISTRICT OURT

    BU EN AVISTA C O U N TY

    Probate

    * 3

    7>

    N o E S P R O

    16605

    K E N N E T H D G R U N D M E I E R

    A F F I D A V I T S )

    R E

    C O M P E N S A T I O N

    S T A T E O F I O W A

    A F F I D A V I T -

    C O M P E N S A T IO N

    O F A T T O R N E Y ( S )

    ss:

    C O U N T Y

    O F B U E N A V I S T A

    The undersigned, an attorney of record for the f iduciary of the above enti t led estate, does solemnly

    swear (oraffirm) that there is no contract, agreement, or arrangement, either oral or written, express or implied,

    contemplat ing any divis ion of compensation for services rendered in the above enti t led proceedings or

    participation of such compensation, directly or indirectly, by any other person(s), firm or corporat ion with such

    attorney exce pt (if show n by thes e procee ding s and particularly by De signa tion of Attorneys ) other lega l

    counsel in a regular and bona fide law partnership

    with

    or assoc iated

    with

    the undersigned in the above entitled

    matter, orjointlyservingwith the undersigned, as attorney, in relation to this estate.

    Mark T Cornish

    Subscr ibedand swo rn to (or affirmed) before me this 26th day of July. 2013

    JeretfcNeir

    - J E R E N EN E IR v ^ * i n < U / v

    k

    > CommissionNum ber 192187

    My

    CommissionExpires

    August 28,

    Z & S n ^ ^

    . C O M P E N S A T I O N O F F I D U C I A R Y - INDIVIDUAL

    Cl e r k o f sa id D ist r ic t Cou r t (OR )

    Notary Publ ic in and for said State

    S T A T E

    O F

    ss:

    C O U N T Y O F

    The undersigned, a fiduciary of record in the above entitled estate, does solemnly swear (or affirm),

    that there is no contract, agreement, or arrangement, either oral or written, express or implied,

    contemplat ing any divis ion of compensation for services rendered in the above enti t led proceedings, or

    participation therein, directly or indirectly, by any other pe rso n, firm, or corpor ation e xcep t with any

    regular or bona fide law partner or partners, or (if shown by these proceedings) another

    jointly

    serving

    with

    the undersigned in the same capacity in the above cause.

    Subscr ibedand swo rn to (or affirmed) before me this day of

    Cl e r k o f sa id D ist r ic t Cou r t (OR )

    Notary Publ ic in and for said State

    ( O V E R F O R A F F I D AV I T F O R

    C O R P O R A T E

    F I D U C I A R Y )

    i The lowa Slate Bar

    Association

    2010 P-220

    AF F IDAVITS)

    R EC O M PE N SAT IO N

    IO W ADO C S*

    Revised

    July 2010

    E-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    TH E IOWA ST AT E B A R ASSOCIATION

    Official Form No. P-706.1

    Mark

    T. Cornish //AT0001764

    FO RT H E

    L E G A L

    EFFECT O F THE US E OF

    THIS FORM,C ON SULT YOUR LAWYE R

    7

    ' V i V

    0

    *

    THE

    IOWA

    DISTRICTCOURT

    BUENA VISTA

    COUNTY

    IN T H E M A T T E R O F T H E E S T A T E O F P R O B A T E N O .

    F.SPK01

    f ifSOS CIT N O.

    KENNETH

    D.

    GRUNDMEIER

    REPORT

    AND INVENTORY

    o> o

    C m

    S

    - i o

    ro

    zo

    H I

    D E C E A S E D

    The undersigned Exe cutor , Administrator

    ,

    or other

    Regular

    estate (Chapter 633)

    Q

    S m a l l

    estate (Chapter 635)

    CIT (Chapter 450.22)

    1 ^

    whosenameandpostofficeaddress

    is:

    Roger K. Grundmeier

    11147 Hidden Springs Ct.

    reports

    as

    follows:

    Dubuque IA 52003

    (capacity)

    Dale

    K. Grundmeier

    71 0

    S. Main St.

    New

    Sharon

    IA50207

    NameofDecedent

    Age

    Last

    Residence

    Date

    ofDeath

    KennethD Grundmeier 88

    Storm

    Lake

    IA

    12-9-2012

    1.

    The designated

    attorney

    is: Mark

    T.

    Cornish

    of

    Stern

    Diehl

    Cornish

    Jensen

    (7121

    732-1624

    whose address and te lephone number is :

    533

    E r i e

    S t . .P O Box1074

    Storm

    Lake.IA

    50588

    2. Amount of gross estate for Federa l Estate Ta x purposes:

    1 , 1 7 2 , 6 1 2 . 1 8

    Wil l

    a

    Fed eral Estate Tax Return be f i led? Y es

    ,

    No

    .

    3. Th e deced ent d ied testate L xl , intestate .

    4.

    If

    testate, wa s a chi ld born to or ado pted by dece dent after exec ut ion of the W il l? Y e s

    ,

    No LU .

    if

    yes ,

    include each such chi ld in 6. below:

    5.

    D id decedent l eave a surv i vi ng spou se? Y es GO, No

    D .

    6. List (a) surviving sp ou se ,ifany, (b) ben ef iciar ies under de cede nt 's wi l l , (c) heirs at law, (d) transferee s, a nd

    (e) survivingjoint tenants.

    Name

    Age

    Post

    Office

    Address

    Relationship

    to

    Decedent

    Jean

    C Grundmeier

    88

    520

    Otsego

    S t . 220

    Storm

    Lake IA

    50588

    Spouse

    Denise Reyerson

    65

    1940 COatesSt

    Dubuque,

    IA

    52001

    Daughter

    C y n th i aK Houser

    63

    625

    CooperSt

    P e r r y GA31069

    Daughter

    Roger

    K Grundmeier

    62

    11147

    Hidden

    Sp rings

    Ct

    Dubuque,

    IA52003

    Son

    DaleK

    Grundmeier

    51

    710

    S MainSt

    New

    Sharon

    IA

    50207

    Son

    t)The lowa State Bar

    Association

    2007

    IOWADOCS

    P-706.1 I N V E N T O R Y

    C O V E R

    S H E E T

    Revised January 2007

    E-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    TH E IOWA STATE B A R ASSOCIATION

    FO R

    T HE

    L E G A L

    EF F ECTOF THE U S E OF

    Off icial Form No. P-706 Sche dule A THIS

    FORM,

    C ON SULT YOUR LAWYE R

    Es tate of:

    K E N N E T H

    D .

    G R U N D M E I E R

    SCHEDU LE A - REAL ESTATE

    (Jointly ownedproperty must be disc losed on Sche dule E. )

    Item

    Number

    Descript ion

    Alternate

    Valuation Date

    Alternate Value

    Value

    at Date of Death

    l .

    U n d i v i d e d O n e - h a l f I n t e r e s t i n :

    T h e S o u t h e a s t Q u a r t e r ( S E i ) o f

    S e c t i o n

    S e v e n ( 7 ) , T o w n s h i p E i g h t y -

    e i g h t

    ( 8 8 ) N o r t h , R a n g e

    T h i r t y - e i g h t

    ( 38 ) W e s t o f t h e F i f t h P . M . , S a c

    C o u n t y ,

    Iowa

    1 60 A c r e s @ $ 1 4 , 0 0 0 . 0 0 =

    $ 2 , 2 4 0 , 0 0 0 . 0 0 X 1 /2 =

    $

    1 , 1 2 0 , 0 0 0 . 0 0

    T O T A L . Enter in the Recapitulat ion

    $ 1 , 1 2 0 , 0 0 0 . 0 0

    S C H E D U L E

    A

    The lowa State Bar Associat ion 2003 P-70 6 S C H E D U L E A - R E A L E S T A T E

    I O W A D O C S " Revised

    January, 1999

    E-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    TH E IOWA ST AT E BA R ASSOCIATION

    Official Form No. P-706 Sched ule B

    FOR T HE L E G A L EF F ECTO FT HE

    U S E

    OF

    THIS FORM,C O N S U L T

    YOUR LAWYE R

    Es tate of:

    K E N N E T H

    D .

    G R U N D M E I E R

    SCHE DULE B - STOCK S ANDBONDS

    Jointly

    owned

    property must

    be disc losed on Sc hedu le E. )

    Item

    Number

    Descript ionIncluding Face Amount of Bonds

    or Number of Shares and

    Pa rValue Where Needed for

    Identification

    Unit Value

    Alternate

    Valuation Date Alternate Value

    Value

    at Date of Death

    1 .

    2 .

    F i r s t C o o p e r a t i v e

    A s s o c i a t i o n

    C h e r o k e e , I o w a :

    C l a s s

    A M e m b e r s h i p

    S t o c k

    D e f e r r e d D i v i d e n d s

    $

    1 0 0 . 0 0

    5 7 8 . 7 9

    T O T A L Enter in the Recapitulat ion

    $

    6 7 8 . 7 9

    S C H E D U L E

    B

    The lowa StateBa r

    Association

    2003 P-706

    S C H E D U L E

    B -

    S T O C K S

    A N D B O N D S

    I O W A D O C S * RevisedJanuary, 1999

    E-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    TH E IOWA ST AT E B AR ASS OCIATION FOR THE LEG AL EFFECT OF THE USE OF

    Off icial Form No. P-706 Schedu le C THISFORM , C ON SULT YOUR LAWYE R

    Es tate of:

    K E N N E T H

    D .

    G R U N D M E I E R

    SCHEDULE C - MORTGAGES, NOTES AND CASH

    Jointly

    owned

    property must

    be disc losed on Sch edule E . )

    Item

    Number

    Descript ion

    Alternate

    Valuation Date

    Alternate V alue

    Value

    at Date of Death

    N o n e

    $

    - 0 -

    T O T A L .

    Enter in the Recapitulat ion

    $

    - 0 -

    S C H E D U L E C

    The lowa StateB ar

    Association

    2003 P_706 S C H E D U L E C - M O R T G A G E S , N O TE S A N D C A S H

    I 0 W A D 0 C S

    * RevisedJanuary. 1999

    E-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    TH E IOWAST AT E B A R ASSOCIATION

    Official Form No. P-70G Sch edule D

    FOR

    T H E

    LE G AL

    EF F ECTO F THE U S E OF

    THIS FORM, C ON SULT YOUR LAWYE R

    Estate of: K E N N E T H D . G R U N D M E I E R

    SCHEDULE D -INSURANCEON THE DE CEDENT S

    LIFE

    Identifypol icy orcontract,designated benef ic iary , amount, and show value. A lso

    identify

    eachitema s towhether

    it is includab le or exc luda ble in the estate subject to lowa inheri tance tax.

    Item

    Number

    Descript ion

    Alternate

    Valuation Date Alternate Value

    Value

    at Date of Death

    1 .

    F a r m

    B u r e a u L i f e I n s u r a n c e C o . ,

    D e s M o i n e s , Iowa

    P o l i c y N o . 0 4 0 - 0 0 4 0 0 3 4 0

    D e s i g n a t e d B e n e f i c i a r i e s :

    C h i l d r e n o f D e c e d e n t

    $ 9 , 1 7 9 . 4 0

    2 . F a rm B u r e a u L i f e I n s u r a n c e C o . ,

    D e s M o i n e s , Iowa

    P o l i c y

    N o . 0 4 0 - 0 0 4 7 7 5 3 9

    D e s i g n a t e d B e n e f i c i a r i e s :

    C h i l d r e n o f D e c e d e n t

    1 0 , 1 4 1 . 4 0

    3 .

    D e p a r t m e n t o f V e t e r a n s A f f a i r s

    P h i l a d e l p h i a , P e n n s y l v a n i a

    P o l i c y N o . V 8 0 0 6 1 6 5

    D e s i g n a t e d B e n e f i c i a r y :

    J e a n G r u n d m e i e r ,

    S p o u s e o f Insu red

    2 1 , 7 0 7 . 7 0

    T O T A L

    $ 4 1 , 0 2 8 . 5 0

    /

    Less

    amounts exc luded for l owa i nher it ance tax 4 1 , 0 2 8 . 5 0

    Am ount subject to lowa inheri tance tax. En ter on the Recap itulat ion

    $ - 0 -

    S C H E D U L E D

    The lowa State

    Bar Association

    2003

    IOWADOC S*

    P-706

    S C H E D U L E

    D -

    I N S U R A N C E

    O N T H E

    D E C E D E N T ' S

    L I F E

    Revised

    January, 1999

    E-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    TH E IOWAST AT E

    B AR

    ASSOCIATION

    FO R

    T HE

    L E G A L

    EF F ECTO FT HE US E OF

    Off icial Form No. P-706 Sched ule E THISF O R M,C ON SULT YOUR LAWYE R

    Estate of: K E N N E T H D . G R U N D M E I E R

    SCHEDULE E -JOINTLY OWNED PROPERTY WITHSURVIVINGSPO USE ONLY

    Item

    Number

    Descript ion

    Alternate

    Valuation Date

    Alternate V alue

    Value

    at Date of Death

    l .

    C i t i z e n s

    F i r s t N a t i o n a l B a n k ,

    S t o r m L a k e , I o w a :

    C h e c k i n g

    A c c t . N o . 3 0 - 2 1 5 1 - 3

    $ 2 1 , 6 0 9 . 7 7

    T O T A L of Schedule E

    $ 2 1 , 6 0 9 . 7 7

    A M O U N T I N C L U D E D (One-half) . Enter on the recapitulat ion

    $

    1 0 . 8 0 4 . 8 9

    S C H E D U L E E

    ThelowaStateBarAssociat ion2003 P-706 S C H E D U L E E J O I N T P R O P E R T Y

    IOWADOCS

    Revised

    January, 1999

    E-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    TH E IOWASTATE B A R

    ASSOCIATION

    Official Form N o. P-706 Sche dule E-1

    FOR

    T H E

    LE G AL

    EFFECT

    O F T H E U S E O F

    THIS FORM,C ON SULT YOUR LAWYE R

    Estate of: K E N N E T H D . G R U N D M E I E R

    SCH EDU LE E-1 - ALL OTHER JOINT INTERESTS INCLUDINGPROPERTY HELD

    WITH

    SURVIVING SPOUSE AND ONE OR MORE

    THIRD

    PARTIES)

    State the name and address of each surviving co-tenant. I f there are more than 5 surviving co-tenants,

    l ist the addit ional co-tenants on an attached sheet.

    Name

    Address (Number a nd St reet , C i ty , S tate; and ZIP Code)

    A .

    B.

    C .

    D .

    E.

    Item

    Number

    Enter Letter

    for Co-Tenant

    Descript ion

    Include

    Alternate V aluation D ate, If Any)

    Percentage

    Includable

    Includable

    Alternate Value

    Includable

    Value

    at Date of Death

    N o n e

    $

    - 0 -

    T O T A L of Sc hed ule E-1 . Enter on the Reca pi tu lation

    $ - 0 -

    S C H E D U L E

    E-1

    The lowa Slate

    Bar Association

    2003

    IOWADOCS

    P- 706

    S C H E D U L E

    E - 1 JO I NT P R O P E R T Y

    RevisedSeptember, 1996

    E-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    TH E

    IOWA

    STATE BAR

    ASSOCIATION

    Official Form No. P-706 Sched ule F/F-1

    FO R

    T H E

    LE G AL E FFE C T OF T H E U SE

    O F

    THIS FORM , C ON SULT YOUR LAWYE R

    Estateof: KENNETH D . GRUNDMEIER

    SCHED ULE F - MISCELLANEOUS PROPERTY NOT

    REPORTABLE UNDER ANY OTHER SCHEDULE

    (Joint owned property must be disclosed on S ched ule E.)

    1. Did the decedent, at the

    time

    of death, own any articles of artistic or collectible value in excess of $3,000 or any

    collections whose artistic or collectible value combined at date of death exceeded $3,000?

    If

    "Yes",

    full details must be submitted on this schedule.

    Y E S

    N O

    X

    2. Has the decedent's estate, spouse, or any other person, received (or

    will

    receive) any bonus or award as a result of

    the decedent's employment or death?

    If

    "Yes",

    full details must be submitted on this schedule.

    V////A

    X

    3.

    Did the decedent attimeof death have, or have access to, a safe deposit box?

    If "Yes", state locations, and if held in

    joint

    names of decedent and another, state name and relationship of

    joint

    depositor.

    If any of the contents of the safe deposit box are

    omitted from

    the schedules in this return, explain

    fully

    why omitted.

    w

    W

    p

    w,

    X

    4.

    Did the decedent, at the

    time

    of death, own any other miscellaneous property not reportable under any other

    schedule?

    If

    "Yes",

    full details must be submitted on this schedule.

    W/,

    X

    Item

    Number

    Descript ion

    Alternate

    Valuation Date

    Alternate Value Value at Date of Death

    1 .

    H o u s e h o l d G o o d s a n d P e r s o n a l

    E f f e c t s

    $

    1 0 0 . 0 0

    T O T A L .

    En ter in the Reca pitulat ion

    $

    1 0 0 . 0 0

    S C H E D U L E F

    The lowa StateBa r

    Association

    2003 P-706 S C H E D U L E F/F-1 M I S C E L L A N E O U S P R O P E R T Y N O T R E P O R T A B L E / E X E M P T

    I O W A D O C S

    8

    Revised

    January, 1999

    E-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    T H E IOWA ST AT E

    BA R

    ASSOCIATION

    FO R

    T HE

    LE G AL

    EF F ECTO FT H E U SE OF

    Off icial Form No. P-706 Schedu le G/H THIS FORM,C ON SULT YOUR LAWYE R

    Estate of: KENNETH D . GRUNDMEIER

    SCHEDULE G - TRANSFERS D

    THIS F O RM N O T F O R U S E Wl

    IURINGDECEDENT S

    LIFE

    T H

    F E D E R A L

    FORM 706. '

    Item

    Number

    Descript ion

    Alternate

    Valua tion Date Alternate Value

    Value

    at Date of Death

    A. List all

    gifts

    madewithin

    three

    years of death in excess of the

    gift tax exclusions allowable under I.R.C. Section 2503(b) and

    (e). Indicate the name and relationship of the donee, and date

    gifts

    were made.

    None

    B. List all transfers in which the deced ent retained a life estate or

    interest, or which were to take effect in possession or

    enjoyment at death. List the date of the transfers, the

    description of the

    property

    transferred, the consideration, if

    any, the value of the property at death, or the alternate value

    if elected, and the name and relationship of the transferee.

    None

    $ - 0 -

    $

    - 0 -

    TOTAL . Enter on the R ecapitulation

    $ - 0 -

    SCHEDU LE H - POWERS OFAPPOINTMENT

    Item

    Number

    Descript ion

    Alternate

    Valuation Date Alternate Valu e

    Value

    at Date of Death

    None

    $ - 0 -

    TOTAL .

    Enter on the Recapitulation

    $

    - 0 -

    S C H E D U L E S G

    & H

    Th e lowa StateBa r

    Association

    2003 P-70 6

    S C H E D U L E G / H -T R A N S F ER S .

    D U R I N G D E C E D E N T ' S L I F E

    IOWADOCS Revised January. 1999

    E-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    TH E IOWA STATE BARASSOCIATION

    Official Form No. P-706 Schedule

    1

    FO RT HE L E G A L EFFECT O FT H E

    U SE

    OF

    THIS FORM,C ON SULT YOUR LAWYE R

    Estate of: K E N N E T H D. G R U N D M E I E R

    S C H E D U L E

    -

    ANNUITIES

    A ND

    529

    PLANS

    Item

    Number

    Description

    Alternate

    Valuation

    Date

    Alternate

    Value

    Value

    at Date

    of Death

    I ns t ruc t i ons -A n n u i t i e s : 1)De scr ibe completely; 2)includeif the annuity was derived

    from

    an

    employee's pensionorretirement plan ; 3) or if an IRA whether itw asatraditional orRoth IRA and 4)

    include the benef iciary's name and relat ionship

    to

    the decedent.

    N o n e

    $ - 0 -

    I ns t ruc t i ons -Se c t i on 529 P l a n s : Qual i fied Sect ion 529 P lans are reportable butare not tax able. For

    each amount l isted, provide the plan name, date establ ished, named benef iciary, and named

    beneficiary's age

    at

    the time

    of

    decedent 's dea th. L is t amounts

    in

    l ine 2, "Nontaxable Amount," below.

    N o n e

    $ - 0 -

    T O T A L

    $ - 0 -

    Nontaxable Amount

    $ - 0 -

    T A X A B L E

    A M O U N T .

    Subtract l ine2from line1

    $ - 0 -

    Enter

    the Taxable

    Amount

    in theSummaryofGross

    Estate,

    page2,

    line

    35. S C H E D U L E I

    Th e lowa State Bar

    Association

    2010 P-706 I- ANNUITIES

    IOWADOCS Revised January 2010

    E-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    T H E I O W A

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    FOR THE LEGAL EFFECT O FT H E US E OF

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    CERTIFICATION

    1 cert ify under penalty of perjury and pursuant to the laws of the State of lowa that the preceding istrue and cor rect .

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    I O W A D O C S * RevisedJanuary, 1999

    E-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT

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    CD

    I N THE

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    COURT OF IOWA IN AND FOR BUENA

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    t h e S t a t e o f

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    O 33

    INTHE DISTR ICTCOURT OF IOWA IN AND FOR BUENAVIS g

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    I NTHE

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    t h a t

    my s p o u s e

    an d I h a v e d i e d o t h e r t h a n s i m u l t a n e o u s l y , I d i r e c t t h a t I s h a l l b e

    d e e m e d

    t oh a v e p r e d e c e as e dmy s p o u s e .

    I I I .

    I d e v i s e a l l o f my p r o p e r t y , b o t h

    r e a l

    an d p e r s o n a l , t o my

    s p o u s e

    t o b e

    h e r s

    a b s o l u t e l y

    an d

    co m p l e t e l y .

    I n t h e

    e v e n t

    t h a t

    my

    s p o u se p r e d e c e a s e s me, t h e n I d e v i s e

    a l l

    o f my

    p r o p e r t y ,

    b o t h r e a l

    an d p e r s o n a l , t o my c h i l d r e n i n e q u a l s h a r e s .

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    - 2 -

    IV.

    I n

    t h e e v e n t

    t h a t

    my sp ouse ma kes a

    q u a l i f i e d d i s c l a i m e r

    w i t h

    r e s p e c t

    t o a l l or an y

    p o r t i o n

    of the i n t e r e s t s i n p r o p e r t y d e v i s e d t o

    h e r i n t h i s

    W i l l ,

    t h e n I d e v i s e s u ch d i s c l a i m e d p r o p e r t y i n t e r e s t ,

    w h i c h s h a l l b e c a l l e d t h e

    GRUNDMEIER

    FAM ILY

    TRUST,

    t o t h e T r u s t e e s

    h e r e i n a f t e r nam e d t o b e a d m i n i s t e r e d as f o l l o w s :

    A. D u r i n g t h e l i f e of my sp ouse :

    1. My T r u s t e e s

    s h a l l

    p a y t h e n e t

    i n co m e

    t o my

    s p ou s e i n c on v e n i e n t i n s t a l l m e n t s .

    2. I n a d d i t i o n t o t h e n e t

    i n c o m e ,

    my T r u s t e e s

    s h a l l p ay t o my sp ouse su ch

    s u m s

    from t h e

    p r i n c i p a l as my T r u s t e e s d e e m a d v i s a b l e f o r

    h e r

    h e a l t h ,

    e d u c a t i o n , s u p p o r t an d

    m a i n

    t e n a n c e.

    B. At t h e d e ath of my s p ous e , my T r u s t e e s s h a l l

    d i v i d e t h e

    GRUNDMEIER

    FAMILY

    TRUST,

    t o g e t h e r

    w i t h p r o p e r t y r e c e i v e d fr om an y o t h e r s o u r c e ,

    i n t o e q u a l s h a r e s s o as t o p r o v i d e on e s h a r e

    f o r e ac h t h e n l i v i n g c h i l d of m i n e , and one

    s h a r e f o r t h e t h e n

    l i v i n g

    d e s c e n d a n t s , c o l l e c t -

    i v e l y , of each de cease d c h i l d of m i n e . T h e s e

    s h a r e s s h a l l t h e n b e p a i d ove r and d i s t r i b u t e d

    t o t h o s e t h e n

    l i v i n g

    c h i l d r e n of m i n e and by

    r e p r e s e n t a t i o n t o t h e l i v i n g d e s c e n d a n t s of

    each d eceased c h i l d of m i n e an d t h e T r u s t s h a l l

    t e r m i n a t e .

    C. T he T r u s t s h a l l i n an y e v e n t t e r m i n a t e t w e n t y -

    one (21) y e ar s

    a f t e r

    t h e d e a t h of t h e

    l a s t

    s u r

    v i v i n g

    member of th e g r ou p c o n s i s t i n g of my

    sp ouse and my de sce nd ant s who s h a l l b e l i v i n g

    a t

    t h e t i m e of my d e ath .

    No b e n e f i c i a r y s h a l l

    h a v e p o w e r

    t o s e l l

    a s s i g n ,

    t r a n s f e r , e n -

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    - 3 -

    c u m b e r ,or i n anym a n n e rto a n t i c i p a t e or

    d i s p o s e

    of any i n t e r e s t

    c r e a t e dby

    t h i s

    A r t i c l e . The r i g h t to p r i n c i p a l andi n co m e c r e a t e d

    b y

    t h i s

    A r t i c l e s h a l l

    not be

    l i a b l e t o ,

    or be

    r e a c h e d

    i n anym a n n e r

    b y , the c r e d i t o r s of any b e n e f i c i a r y .

    I g r a n t

    to my

    T r u s t e e s a l lp o w e r s n e c e s s a r y f o r

    the

    p r o p e r

    a d m i n i s t r a t i o nof t h i s T r u s t w h i c h s h a l l be i na d d i t i o n to t h o s e

    p o w e r s p r o v i d e d

    by theIowa

    P r o b a t e

    Cod e. In

    e x t e n s i o n ,

    but not i n

    l i m i t a t i o n

    of any

    p o w e r

    o t h e r w i s e p os s e s s e d

    by my

    T r u s t e e s ,

    I

    g r a n t

    t o

    my

    T r u s t e e s , w i t h o u t

    the

    n e c e s s i t y

    of

    n o t i c e

    to or

    a p p r o v al

    of any

    C o u r t orp e r s o n , thep o w e rto s e l l

    e x c h a n g e ,

    b o r r o w , m o r t g a g e ,

    l e a s e ,

    or

    o t h e r w i s e d i s p o s e

    of any

    a s s e t f o r t e r m s w i t h i n

    or

    e x t e n d

    i n g b e y o n dthet e r m of theT r u s t .

    I e x p r e s s l yw a i v eanyr e q u i r e m e n t t h a ttheT r u s t e e s q u a l i f yor

    f i l e

    r e p o r t s ,

    e i t h e r i n t e r i m or

    f i n a l w i t h

    any

    C o u r t ; p r o v i d e d ,

    how

    e v e r , t h a ttheT r u s t e e s ,or any b e n e f i c i a r y , may i n v o k e the j u r i s -

    d i c t i o n of any

    p r o p e r C o u r t

    at any

    t im e i t

    i sd e e m e d

    a d v i s a b l e .

    The

    T r u s t e e s

    s h a l l ,

    at

    l e a s t

    a n n u a l l y ,make ana c co u n t i n gtoa l lb e n e

    f i c i a r i e s ,

    and thea p p r o v alby a b e n e f i c i a r y , orh i sor herp a r e n t ,

    l e g a l g u a r d i a n , orc on s e r v a t o r , s h a l l r e l e a s eand r e l i e v ethe

    T r u s t e e s

    from

    any f u r t h e r r e s p o n s i b i l i t y or l i a b i l i t y w i t h r e s p e c tto

    t h a t

    b e n e f i c i a r y , andh i sor herh e i r s anda s s i g n s , f o r t h e i r a c t i o n s

    d u r i n g thep e r i o d c ov e r e d by thea c c ou n t i n g .

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    -4 -

    I

    h e r e b y

    name and

    a p p o i n t

    my

    s pous e , J ean

    C. G r u n d m e i e r ,and

    my

    son,

    R o g e rK. G r u n d m e i e r ,to

    s e r v e

    as

    C o - T r u s t e e s .

    I nthe

    e v e n t

    of the r e s i g n a t i o n ,

    r e f u s a l

    or i n a b i l i t y of R o g e r

    K. G r u n d m e i e rto

    a c t , t h e n

    I name and

    a p p o i n t

    my

    son, Dal e

    K.

    G r u n d m e i e r ,tos e r v eas C o - T r u s t e e .

    I nthe

    e v e n t

    of ther e s i g n a t i o n ,

    r e f u s a l

    or i n a b i l i t y of my

    s p o u s eto

    a c t , t h e n

    the

    r e m a i n i n g C o - T r u s t e e

    may

    s e r v e

    as s o l e

    T r u s t e e .

    No b o n dor

    s e c u r i t y

    s h a l l be

    r e q u i r e d

    of any

    s u ch T r u s t e e a c t i n g

    h e r e u n d e r .

    I f a

    p a r t

    of my

    e s t a t e

    w o u l d u p o n r e c e i p t by my

    T r u s t e e s

    be

    i m m e d i a t e l y d i s t r i b u t a b l e

    to any

    b e n e f i c i a r y , t h e n n o t w i t h s t a n d i n g

    an y

    p r o v i s i o n to the

    c on t r a r y ,

    I d i r e c t

    t h a t s u ch p a r t

    of my

    e s t a t e

    s h a l l be d i s t r i b u t e d d i r e c t l y by my E x e c u t orto s a i d b e n e f i c i a r y .

    V.

    To save

    e x p e n s eand s i m p l i f y

    p r o c e d u r e

    i n my

    P r ob a t e e s t a t e

    and

    T r u s t e s t a t e , I d i r e c t t h a tno g u a r d i a nad l i t e mor s i m i l a r p r o c e e d

    i n g s s h a l l be

    r e q u i r e d .

    My

    E x e c u t or

    a n d / o r

    T r u s t e e s

    s h a l l be r e l e a s -

    e d

    and

    r e l i e v e d from

    any

    f u r t h e r r e s p o n s i b i l i t y

    or

    l i a b i l i t y f o r

    h i s

    or

    her

    a ct s o c c u r r i n g d u r i n g

    a

    p e r i o d f o r w hi ch

    he or she has r e

    c e i v e dthew r i t t e n

    a p p r o v al

    of the

    a d u l t

    b e n e f i c i a r i e s . The

    p a r e n t ,

    l e g a l g u a r d i an ,

    or

    c on s e r v a t o r

    of a b e n e f i c i a r ymay

    r e p r e s e n t s u c h

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    - 5 -

    b e n e f i c i a r y . An y n o t i c e t o , o r ac t i o n b y , s u ch p a r e n t , l e g a l

    g u a r d i a n , or c on s e r v a t o r s h a l l b e b i n d i n g on s u ch b e n e f i c i a r y , and

    s h a l l h a v e t h e same

    e f f e c t

    as i f d e l i v e r e d t o , o r e x e c u t e d b y , an

    a d u l t

    or c o m p e t e n t b e n e f i c i a r y .

    V I .

    A s E x e c u t o r of my e s t a t e , I

    n o m i n a t e

    my s p o u s e , J e a n C.

    G r u n d m e i e r , or i n t h e e v e nt of h e r r e s i g n a t i o n ,

    r e f u s a l

    or i n a b i l i t y

    t o

    ac t , t h e n I

    n o m i n a t e

    my son s,

    R o g e r

    K.

    G r u n d m e i e r

    and Dal e K.

    G r u n d m e i e r . I n t h e e v e nt o f t h e r e s i g n a t i o n ,

    r e f u s a l

    or i n a b i l i t y of

    e i t h e r of my

    s o n s

    t o s er ve , th en my oth er son may se r ve al on e . My

    E x e c u t o r ( s ) s h a l l h a v e t h e p o w e r t o

    s e l l

    m o r t g a g e , l e a s e , p l e d g e o r

    e x c h a n g e r e a l a nd p e r s o n a l p r o p e r t y of my e s t a t e w i t h o u t g i v i n g

    b o n d

    or s e c u r i t y a nd w i t h o u t co u r t o r d e r i n s u c h m a n n e r as she or t he y

    s h a l l

    d e t e r m i n e . My E x e c u t o r ( s )

    s h a l l

    s e r v e w i t h o u t

    b o n d

    or s e c u r i t y

    an d s h a l l h a v e s o l e an d a b s o l u t e

    d i s c r e t i o n

    t o d i s t r i b u t e my e s t a t e

    e i t h e r i n cas h o r i n k i n d .

    Iowa

    law s h a l l

    g o v e r n

    t h e v a l i d i t y an d c o n s t r u c t i o n o f

    t h i s

    W i l l

    w i t h r e s p e c t t o a l l p r o p e r t y ,

    w h e r e v e r

    s i t u a t e d , p a s s i n g h e r e u n d e r .

    I NWITNESS

    WHEREOF,

    I h a v e s i g n e d t h i s , my Last W i l l , an d T e s t a

    m e n t , c o n s i s t i n g of s i x t y p e w r i t t e n

    p a g e s ,

    on t h i s 21

    s t

    day of

    D e c e m b e r ,

    2010 , i n t h e

    o f f i c e

    of S t e r n , D i e h l , C o r n i s h & J e n s e n i n

    S t o r m

    L a k e , Iowa.

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    - 6 -

    K e n n e t h D. G r u n d m e i e r

    The

    f o r e g o i n g

    i n s t r u m e n t was on t h e

    a b o v e

    d a t e s i g n e d and de

    c l a r e d b y t h e

    T e s t a t o r

    a s h i s

    L a s t W i l l

    an d T e s t am e n t i n t h e p r e s e n c e

    o f

    t h e u n d e r s i g n e d , who, a t h i s r e q u e s t an d i n h i s p r e s e n c e an d i n

    t h e

    p r e s e n c e o f e a ch o t h e r , h a v e s u b s c r i b e d ou r names as w i t n e s s e s

    h e r e t o .

    W i t n e s s

    Mar k

    T.

    C o r n i s h

    A d d r e s s

    533

    E r i e

    S t .

    Stor m Lak e , IA 5 0 5 8 8

    W i t n e s s

    ( j J e r e n e . N e i r

    812 H i gh v i e w Dr.

    A d d r e s s

    Stor m Lak e ,

    I A 5 0 5 8 8

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    PROO O W LL

    STATE OF IOWA

    B U E N A

    VISTACOUNTY

    JoannKinnetz, C lerk ofth e District C ourt in and for

    said

    County, do herby C ertify

    that

    on this day at the A i/4 -t\

    Term,

    A.D.20.Q,of

    said

    Court, the

    Will and

    Instrument

    in

    writing

    hereuntoannexed

    and

    bearing

    date

    on the

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    T H E I O W A S T A T E B A RA S S O C I A T I O N

    O f f i c i a l F o r m N o . P - 2 0 3

    M a r k T . C o r n i s h # A T 0 0 0 1 7 6 4

    FO RT H E

    L E G A L

    EF F ECTOF THEU SE OF

    THIS

    FORM,CONSULT YOUR LAW YE R

    - l i fe THEIOWADISTRICTCOURT ^ .

    B U E N A V I S T A

    C O U N T Y

    % ^ V

    I f f -

    v

    c ^

    IN T H E M A T T E R O F ^ c ^ s i ^ w / ^

    T H E E S T A T E

    O F Probate N o . < ^ S ^ O K ^ ^ ^ ^

    K E N N E T H D.G R U N D M E IE R P E T I T I O N F O R

    P R O B A T E

    O F W f & k

    Deceased

    A N D A P P O I N T M E N T O F

    E X E C U T O R g S } ' ^

    S T A T EOF IOWA .C O U N T Y O F B U E N A V IS TA . ss :

    The unders igned beingfirst duly sworn (or affirmed) states as follows:

    1 Kenneth D. G rundmeier died at Storm

    Lake,

    Iowa

    nnthfi

    9th da y nf December 2012 the>ndnmir.ilftd in and a resident nf

    Buena

    Vista County lowa and at thetimeof death,

    or afterwards, had property in this County subject to administration.

    2. S a i d decedent made and executed an instrument designated as a Last Wil l and Testament, dated

    the 21st da yo f December , 2 0 1 0

    (Designate Codicil[s] if any,

    with date[s])

    f i led herein, and the undersigned peti tionsthat the sa me be admitted to P robate in this Court as provide d

    by law.

    3.

    Th e undersiqned son peti tionsthat

    Indicate

    relationship or interest)

    RogerK. Grundmeier and Dale K. Grundmeier

    a qual i f ied person(s) araxxprxafoncwhose address(es)2ds) (are) respectively

    11147 Hidden S prings Ct., Dubuque, IA 52003 and 710 S . Ma in St., New Sharon, IA 50207

    be appointed Executor(s)withoutbond.

    Str ike (A) or (B)

    4. (A)

    Sa id

    nominee(s)

    ie^{are)

    nom inated in said Wil l , to act

    without

    bond.

    (By~>r

    r

    TftoTf?ffW

    r

    Y6P(g^

    * i x i f } b r o d j s d ^ i i f f i ^ K r x J e x i h a ( \ A ^

    6. The undersigned personal ly knowsthat the statements herein mad e are true, a s such peti tioner

    veri ly be l ieves.

    W H E R E F O R E ,

    the undersigned praysthatthis

    affidavit

    be treated as a Peti t ion for P robate of Wil l a nd

    Appointment of Executor(s)with appropriate orders accordingly.

    certify under penalty of perjury and pursuant to the1aws~o/ the State of lowa thaj tne preceding is true

    and correct. ^7^) 7 ^ ^ ^ ^ ^ l ^ i ^ ^ ^ ^ l ^ S ^ ^

    * Om it if no bond is required .

    Roger

    ^ . Grundmeier

    L P e t i , i o n e r

    For

    waiver of bond see

    Off ic ial Form No . P22 8 Ad dre ss 11147 Hidden Springs Ct.

    Dubuque, IA 52003

    ProbateCodeSections 290-293

    inclusive and 12 and 170 (Foreign

    Executor,Sections 502 and 503

    do not use thisform)

    p

    f ^ K

    Deceased.

    [and Codicil(s),if any]

    T O PROBATE

    AND APPOINT ING

    EXECU TOR(S )

    On the d ay o f . ^ > J U i ^ f ^ Q j ^ - p o this m atter

    comes

    on for hearina of the proof

    of the ins trum en t^ dated the 21st da yof December .2010

    t

    [Des c r ibe Cod ic i l ( s ) , i f any , with date(s )]

    filed herein and purporting to be the Last Will and TestamentxanrixSgmfeafe) of the above named decedent,

    and the evidence being seen and heard in the m anner provided by law, it is found*

    that said instrum ent^ (was)3r5#Sf&)executed and w itnessed as provided by law; and (is) era) the L ast Will

    and Testament

    [ Cod ic i l ( s ) ,

    if any]

    of the above named decedent;

    that

    the Executor(s) hereinafter nam ed (are) qualified to act in suc h

    capacity.

    IT IS T H E R E F O R E O R D E R E DA N DA D JU D G E Dthatthe ab ove describedinstrument *}(is)(fflefcadmitted

    to probate as the L ast Will and T estament

    [ Cod ic i l ( s ) .

    if any]

    n f sa i d d e r . ed pn t a nd R oee r K . G r und m e ie r a nd D a l e K . G r und m e ie r ^ ( a r e ) a pp o in te d F xec u to r ( s ) t he r eo f

    with no b o n d f c c H t t a k & c x x x x x x x x x x x x .

    C o r p o r a t e

    Pr iva te

    This

    space is reserved to insert a finding of

    O o C u ^

    ^ t i W U ^ Z - \ x S P ^ l u \ U s h S n U x j ^ J t r

    I

    1

    3

    the giving of notice where the Clerk of ^ 4

    Court has ordered notice, such as ...that vniraie-EY ^ O . .

    due and legal notice of thetimeand place of aHHBEX . _

    hearing has been given as heretofore

    0 F

    SAIDCOU RT

    ordered.

    CLERK

    Probate

    C ode Sections 293 and 298-299

    I

    1

    3

    The lowa State

    Ba r

    Association2003 ORDER ADMITTINGWILL TOPROBATEA N D

    APPOINTING

    EXECU TOR

    IOWADOC S

    Revised

    January, 1999

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    T H E

    I O W A

    S T A T E

    B A R

    A S S O C I A T I O N

    O f f i c i a l F o r m N o . P - 2 1S

    Mark

    T

    ornish

    FOR

    T H E

    L E G A L

    EFFECTO F T H EUS EOF

    THIS F ORM,

    C ON SULT YOUR LAWYE R

    THE

    IOW

    DISTRICT COURT

    BUENAVIST

    COUNTY

    IN THE MATTER OF

    T H E

    E S T A T E O F

    ProbateN o ^ P K > L / ^ ^

    K E N N E T H

    D . G R U N D M E I E R DESIGN TION C^ftTTORNEY

    The fiduciary ies) to a ssist in the adm inistration ofth ismatter designate s):

    Name of the Attorney

    in charge:

    Name of Firm:

    Post

    Office Address:

    Telephone Number:

    Dated: December

    Mark T. Cornish

    ~7

    S T E R N ,

    D I E H L , C O R N I S H J E N S E N

    533 Erie St., P.O. Box 1074

    Storm Lake, IA

    50588

    (712)732-1624

    . 2012

    k

    ^C^L uC

    DaTe k.

    Grundmeier ^

    S ig n a tu re o f S e c o n d F id u c ia ry

    1147

    HiddenSprings

    Ct.

    710 S. Main t.

    Dubuque,

    I A

    52002

    N ew Sharon;IA

    50207

    P o s t

    O f f i c e A d d re s s

    P o s t O f f i c e A d d re s s

    Section

    633.82, The Code

    E-FILED 2014 SEP 05 11:05 AM SAC - CLERK OF DISTRICT COURT