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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:
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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
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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
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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 ^
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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+.
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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
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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
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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
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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
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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
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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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8/11/2019 014473 ESPR
33/65
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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8/11/2019 014473 ESPR
34/65
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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35/65
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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38/65
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
-
8/11/2019 014473 ESPR
39/65
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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41/65
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
S T A T E
B A R A S S O C I A T I O N1
O f f ic ia l Fo r m No . P- 706 . 2 |
FOR THE LEGAL EFFECT O FT H E US E OF
THIS F O R M,C ON SULT YOUR LAWYE R
QUESTIONNAIRE A N D R E C A P I T U L A T I O N
' t ^ o
0
Answ er all questions. Include all items subject to lowa inheritance tax.
A T T A C H
O N L Y S C H E D U L E S A P P L I C A B L E .
If S c h e d u l e i s n o t a t t a c h e d , s t a t e
N O N E .
A .
D id the deced ent at t ime of death H. D id the deced ent p o s s e s s a general
own any real estate not held in
joint
power of appointm ent over any
t e n a n c y ? i o n n n n n n p r op e rt y, o r d i d t h e d e c e d e n t e x e r c is e
If v e s , c o m p l e te S c h e d u l e A . $ 1 , 1 Z L ) , ( J U L ) . U O A o r r e lease a aener a l pow er o f
appo in t ment within three years of n,
dea t h? If yes , comp le t e Sche du le H $ U H
B. D id decede nt at t ime of death own
any stocks or bonds not held in joint
t enancy? c i Q n a ' D id t he deceden t ow n o r have an
If ves comD lete Sche dule B
$
O / O . / y B i nt er es t i n a n y a n n ui ti e s, s u p p le m e n -
ITyes , comp le t e bcne au ie a .
t a r y o r 0 ( h e r i n c o m e c o n
t r a c t s ,
. . . , ' , . r e t ir ement bene f i ts , o r pens ion f unds? n
C . D id decede nt at t ime of death own If ves. comD lete Sc hed ule 1. $
-
U - 1
any mor tgages, notes or c a s h not
held injoint t enancy?
t
- 0 - r 1 n i C Q I C Q
r
mm pio te < rhor t i r . * -
u
T O T A L
( lowa gross estate) $
1 , 1 J 1 , J O J . O O
D. Is there an y insu ranc e on the life of
t he deceden t ?
n
I f y e s c o m p l e te S c h e d u l e D . $ U D
E . D id decede nt at t ime of death own
any proper ty held in
joint
t enancy
withs p o u s e ?
0
_ , -
If y es c om pl ete S c he du le E . $ l U . 0 U 4 . 0 y E
E -1 .
D id dec edent at the t ime of death
own any property held in
joint
t enancy
with
others?
If y e s , c o m p l e te S c h e d u l e E - 1 . $ - 0 - E -1 I N F O R M A T I O N
R E S P O N S I V E
T O
S E C T I O N S
633 . 361 . 9 , . 12 AND . 13 ,
T H E C O D E .
F.
D id deceden t at t ime of death own
any other proper ty not show n on any 1. D id the deced ent die owning real
o t he r schedu le? 1 D D n n es t a te loca t ed ou t s ide t he S t a t e o f
If ves . comD le t e Sche du le F . $ U U . U U F low a no t o t he r w ise r epor t ed?
I f yes, at tach Schedule showing
. . . . , . . , . extent of interest, lega l des crip t ion ,
x
,
F-1 . If in t es t a te o r e lec t ion t o t ake aga ins t and es t ima t ed va lue $ N o n e
the
W i l l ,
did decedent at the t ime of
death own any proper ty exempt f rom
execu t ion? ,-, 2. Is any proper ty required to be
If ves. comp lete Sc hedu le F-1. $
_
U - F-1 repor ted for federal estate tax
purposes which is not inc luded in the
. , , .u- lowa gros s estate or on l ine 1 abo ve?
G .
D id deceden t make any
gift
within
If yes at tach Sc hed ule show ing
7 1
_
0 0 C A
three years of death in
e x c e s s
of the i tems and value s.
r -
r l
, , j
$ 4 1 , 0 2 8 . 5 0
gift tax exclusions al lowable under
o C n e a . D
*
I .R.C. Sect ion 2503(b) and (e)? D id
the deced ent , pr ior to death, mak e 3. W as anygift made by deceden t
that
any t ransfer where the deced ent reduced the amount of the unif ied
retaine d a life estate or interest, or credit ava ilab le for fede ral estate tax
which were to take ef fect in purp ose s?
p o s s e s s io n
or enjoym ent at dea th? If If
y e s
a t t ach Sch edu le show ing the
the answ er to ei ther quest ion is yes, descr ipt ion and value of thegift date .
7
c o m p l e te S c h e d u l e G . $ - 0 - G a n d a m o u nt n f u n if ie d c r ed i t c l a i m e d . $ N o n e
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 .
Date Capacity or Tit le \ Signature / y Sy
7 / z 4 / f e Executor ^3^ ^
~P H6-f3> Executor f t Jwjtj^yLxjUA^
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I O W A D O C S * RevisedJanuary, 1999
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CD
I N THE
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COMENOW theu n d e r s i g n e d , R o g e rK. G r u n d m e i e rand
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K.
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E x e c u t o r s of theE s t a t e of
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and
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n e c e s s a r y
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t h e E x e c u t o r s
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J e n s e n , A t t o r n e y s f o rtheE x e c u t o r s bed e t e r m i n e dand set by the
C o u r t .
Ins u p p o r tof t h i s
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theu n d e r s i g n e d
s t a t e t h a t
t h e t o t a l a s s e t s i nt h i s E s t a t e as
s h o w n
by
t h e . P r o b a t e
I n v e n t o r y
h a v e b e e n v a l u e d at 1 , 13 1 , 583 . 6 8 . The
u n d e r s i g n e d
f u r t h e r s t a t e
t h a t thes e r v i c e s
p e r f o r me d
and to be
p e r f o r me d
by theE x e c u t o r s and
b ythe
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are the
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andn e c e s s a r y
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f o ran
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s i z e
and t h a tno c l a i mi s made
f o r
e x t r a o r d i n a r y f e e s
a t t h i s t i m e .
The
u n d e r s i g n e d
f u r t h e r s t a t e t h a t
t h e y
h a v e r e a c h e dan a g r e e
m e n t
w i t h thea t t o r n e y s f o rthee s t a t e as to a t t o r n e y f e e s . The
a t t o r n e y s
w l l c o m p l e t e
a l l e s t a t e
tax and
r e a l e s t a t e
w or k f o ra
f e e of
1 6 , 5 0 0 . 0 0 .
The E x e c u t o r s and theA t t o r n e y s s t a t e t h a t s a i d
f e e i s
f a i r
and r e a s o n a b l e .
The u n d e r s i g n e d f u r t h e r s t a t e t h a t
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- 2 -
i t e m i z a t i o n
o f s e r v i c e s p e r f or m e d , t i m e s p e n t f o r . s u c h s e r v i c e s a n d
r e s p o n s i b i l i t i e s
a s s u m e d . The u n d e r s i g n e d s p e c i f i c a l l y wa iv e s u ch a n
i t e m i z a t i o n . .
WHEREFORE, t he u n d e r s i g n e d E x e c u t o r s r e s p e c t f u l l y r e q u e s t
t h a t
t h e f e e t o b e
p a i d
t h e Ex e c u t o r s a n d t h e f e e t o b e
p a i d
t o S t e r n ,
D i e h l C o r n i s h & J e n s e n , A t t o r n e y s f o r t he E x e c u t o r s , b e d e t e r m i n e d
a n d s e t b y t h e C o u r t .
D a l e K. G r u n d m e i e r , E x e c u t o r
We c e r t i f y
u n d e r
p e n a l t y o f
p e r j u r y
a n d p u r s u a n t t o t h e l a w s o f
t h e S t a t e o f
Iowa t h a t
t he p r e c e d i n g i s
t r u e
a n d c o r r e c t .
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O 33
INTHE DISTR ICTCOURT OF IOWA IN AND FOR BUENAVIS g
CC^NTYi
I NTHE MATTER OF
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OF
KENNETH D. GRUNDMEIER
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ESPR0166 >
APPLICATION FOR EXTENSION
OF TIME TO
FIL
PROBATE
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ANDINVENTORY
COMES NOW MarkT. C o r n i s h , d e s i g n a t e d a t t o r n e y f o rthe
E x e c u t o rof theK e n n e t h D.
G ru n d m e i e r
E s t a t e andf o r h i s
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s t a t e sto theC o u r tas
f o l l o w s :
1. That t h i s E s t a t e
was
o p e n e d
and the
E x e c u t o r
was
a p p o i n t e d
o n D e c e m b e r
17, 2012.
2. That due to anu n u s u a l i n c r e a s ei nt h i s A t t o r n e y ' s w o r k l o ad ,
t h i s A t t o r n e yhas not hada d e q u a t e t i m etop r e p a r e theP r o b a t e R e p o r t
an d I n v e n t o r y .
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to
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and
f i l
the
P r o b a t e R e p o r t
and
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no
l a t e r t h a n D e c e m b e r
15, 2013.
4.
Tha t
g o o d
c a u s e
e x i s t s
f o r g r a n t i n g
an
e x t e n s i o n
of the
P r o
b a t e R e p o r t andI n v e n t o r y
f i l i n g
d e a d l i n e .
WHEREFORE, theu n d e r s i g n e d r e s p e c t f u l l y r e q u e s t s t h a tthe
d e a d
l i n e f o rthe
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m a t t e r
be
e x t e n d e d
t o
D e c e mb e r
1 5 , 2 0 1 3 .
Mark
T.
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STERN, DIE HL,
CORNISH
JE N S E N
53 3 E r i e
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FAX:
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DESIGNATED ATTORNEY
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I N
THE DISTRICTCOURTOFIOW IN AND FORBUEN VISTACO^NT^
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PROB TE NO. ESPR0166BS
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THEM TTER OF
THE ESTATE OF
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NOW on t h i s
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t h e
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I NTHE
IOWA
D I S T R I C T
COURT
FOR BUENA V I S T A
COUNTY
I NTHE MATTER OF THE : PROBATE NO.03111
ESPR0166 0
E S T A T E
OF KENNETH D GRUNDMEIER
LETTERS
OF
:
APPOINTMENT
KNOWALL MEN BY THESE PRESENTS:
THATROGERK GRUNDMEIER DALE K GRUNDMEIER
h a v i n g
b e e n
d u l y a p p o i n t e d and
q u a l i f i e d
as EXECUTORS
o f the
a b o v e
e n t i t l e d
m a t t e r
i s v e s t e d w i t h a l l
p o w e r s
a u t h o r i z e dby law
i n
the p r e m i s e s .
S i g n e d and s e a l e d 12/17/12
CLERKOFCOURT
C l e r k
of D i s t r i c t
C o u r t
of s a i d
C o u n t yand S t a t e
esignee
L U U L V
c l
C E R T I F I C A T E
S t a t e of
I o w a , B u e n a
V i s t a
C o u n t y ,
ss .
I ,
theu n d e r s i g n e d do h e r e b y
c e r t i f y
t h a tthe f o r e g o i n g i s a
f u l l
t r u
a n d c o r r e c t c o p yof L e t t e r s i s s u e di n thea b o v enamed m a t t e ras the same
a p p e a rof r e c o r d i n my
o f f i c e ,
and t h a t
s a i d l e t t e r s
r e m a i ni n f u l l f o r c e
a n d
e f f e c t
and
s a i d f i d u c i a r y i e s )
has have)not
b e e n
d i s c h a r g e d on
t h i s
d a t e .
S i g n e d and S e a l e d
t h i s
day of , 2 0 .
CLERKOFCOURT
C l e r k
of D i s t r i c t C o u r tof s a i d
C o u n t y
and S t a t e
D e s i g n e e
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LAST
W ILL AND
TES TA M EN T
^ X
v
O F
^ ^ S>
K E N N E T H D. GRUNDMEIER ?r ^ \
I ,
K e n n e t h
D.
G r u n d m e i e r
of Sac
C o u n t y , I o w a,
b e i n g
o f
s & 0 -
m i n d an d d i s p o s i n g m e mor y , do h e r e b y d e c l a r e
t h i s
t o b e my L a s t
W i l l an d T e s t a m e n t ,
i n t e n d i n g
t h e s am e t od i s p o s e o f a l l p r op e r t y o f
w h at e v e r n a t u r e an d w h e r e v e r l o c a t e d an d w h e t h e r now ow n e d o r h e r e
a f t e r a c q u i r e d .
I .
I h e r e b y r e v o k e a n y a n d a l l W i l l s o r C o d i c i l s w h i c h I m a y h a v e
p r e v i o u s l y made.
I I .
F or
a l l
p u r p o s e s
o f my W i l l , (1) t h e
w or d s p o u s e
s h a l l
r e f e r
t o J e a n C. G r u n d m e i e r ; (2) t h e wor d
c h i l d r e n
s h a l l
r e f e r
t o
D e n i s e
R e y e r s o n , C y n t h i a K. H o u s e r , R o g e r K. G r u n d m e i e r a n d D a l e K.
G r u n d m e i e r ; a n d (3)i ft h e r e i s
i n s u f f i c i e n t
e v i d e n c e
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
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