ESPR014465 - in The Matter of The Estate of Linda R. Swanson

ESPR023542 LINDA R.
SWANSON ESTATE
Binder Information
Created For: Kurt Wilke
Created By: Freund, Patty
Created Date: 08-15-2014
Updated By: Freund, Patty
Updated Date: 08-15-2014
Generated: 08-15-2014
Event Date: 08-15-2014
Expires:
E-FILED 2014 AUG 15 2:15 PM SAC - CLERK OF DISTRICT COURT

CLERK OF IOWA DISTRICT COURT FOR BOONE COUNTY

CLERK'S CERTIFICATE OF TRANSCRIPT

IN THE IOWA DISTRICT COURT, BOONE COUNTY, ss.

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

LINDA R. SWANSON ESTATE

CASE NUMBER: 02081 ESPR023542

Date: 08/15/2014
/s/ Patricia Freund
Clerk of Court/Designee
BOONE County

1 of 1
IN THE IOWA DISTRICT COURT FOR BOONE COUNTY

IN THE MATTER OF )
) Probate No. ESPR02352
THE ESTATE OF )
)
!INDA R. SWANSON" ) ORDER
)
DECEASED. )

T#$% &atter 'a&e o( )or #ear$(* be)ore t#e +(,er%$*(e," a -+,*e o) t#e Se'o(, -+,$'$a.
D$%tr$'t o) Io/a" +0o( t#e F$(a. Re0ort o) C#ar.e% D. S/a(%o(" E1e'+tor o) t#e E%tate o) !$(,a
R. S/a(%o(" ,e'ea%e," be$(* o(e a%2$(* t#at t#$% Co+rt a00ro3e %a$, F$(a. Re0ort a(, t#at #e be
,$%'#ar*e, a% E1e'+tor a(, t#e Re)eree $( Probate #a3$(* )$.e, a Re0ort a00ro3$(* %a$, F$(a.
Re0ort" t#e Co+rt #ereb4 )$(,% a% )o..o/%5

T#at a.. t#e ,ebt% a(, '#ar*e% o) t#e E%tate #a3e bee( 0a$, $( )+..6 t#at (ot#$(* )+rt#er
re&a$(% to be ,o(e b4 t#e F$,+'$ar46 t#at a.. 0art$e% $( $(tere%t #a3e /a$3e, (ot$'e o) #ear$(* o(
t#e F$(a. Re0ort" 'o(%e(te, to $t% a00ro3a. a(, /a$3e, a( a''o+(t$(*6 t#at t#ere are (o $('o&e
ta1e% ,+e t#e State o) Io/a6 t#at (o Io/a I(#er$ta('e Ta1 /a% ,+e t#e State o) Io/a a(, (o
Fe,era. E%tate Ta1 /a% ,+e $( t#$% e%tate a(, 0ro0er )or&% %#o/$(* %+'# are o( )$.e $( t#$% e%tate
&atter a(, t#at %a$, F$(a. Re0ort %#o+., be a00ro3e, a(, t#e E1e'+tor ,$%'#ar*e, a(, t#$% e%tate
'.o%e,.

IT IS THEREFORE HEREBY ORDERED t#at t#e F$(a. Re0ort o) C#ar.e% D. S/a(%o( be
a(, t#e %a&e $% #ereb4 a''e0te, a(, a00ro3e, a(, #e $% #ereb4 ,$%'#ar*e, )ro& )+rt#er ,+t$e% $(
re.at$o( to t#$% e%tate a(, t#$% e%tate t#ereb4 %ett.e, a(, '.o%e,.

E-FILED 2014 AUG 11 1:52 PM BOONE - CLERK OF DISTRICT COURT E-FILED 2014 AUG 15 2:15 PM SAC - CLERK OF DISTRICT COURT

State of Iowa Courts
Type: ORDER CLOSING PROBATE
Case Number Case Title
ESPR023542 LINDA R. SWANSON ESTATE
So Ordered
Electronically signed on 2014-08-11 13:52:03 page 3 of 3
I N THE IOWA DI STRI CT COURT FOR BOONE COUNTY
I N THE MATTER OF THE ESTATE OF
SWANSON, LI N DA R
De c e a s e d .
REPORT OF REFEREE
P r o b a t e N o . 0 2 - 0 8 1 - - ES - PR 0 2 3 5 4 2
PILED
20U AUG
-1 PH 2'. 22
RSCT COURT
1
ISo^COUHTY.iA
COMES NOW t he d u l y a p p o i n t e d R e f e r e e a n d r e p o r t s t o t he C o u r t a s f o l l o w s :
The F i n a l R e p o r t ha s b e e n f i l e d i n t h i s Es 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 a n d r e p o r t s t o t he C o u r t a s f o l l o w s : ( A l l q u e s t i o n s mu st b e
a n s w e r e d . I f " y e s " o r " n o " i s n o t a p p r o p r i a t e , c he c k "N/A".)
1. N o t i c e o f Ap p o i n t m e n t p u b l i s he 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 b y :
( A) I o w a Co de s e c t i o n s 633.230 a n d 633.304 YES X NO N/A
( B) I o w a Co de s e c t i o n s 633.231 a n d 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 o r w a i v e d a n d
a f f i d a v i t o f c o m p e n s a t i o n f i l e d : YES X NO N/A
4. At t o r n e y f e e s o r d e r e d a n d a f f i d a v i t o f
c o m p e n s a t i o n f i l e d : YES _X_ NO
( A) I t e m i z a t i o n w as r e q u e s t e d a n d p r o v i d e d : YES
( B) I f n o t , s t a t e m e n t r e q u i r e d b y I o w a Co de
s e c t i o n 633. 477( 11) w as made: YES
5. I n co me t a x a c q u i t t a n c e f i l e d : YES _X_ NO
NO
NO
N/A
N/A
N/A
N/A
6. I n he r i t a n c e t a x c l e a r a n c e f i l e d o r
c e r t i f i c a t i o n r e q u i r e d b y I o w a Co de
s e c t i o n 450.58 made:
7. A l i s t o f d i s t r i b u t e e s i s sho w n :
8. A d e s c r i p t i o n o f r e a l e s t a t e i s sho w n :
YES NO N/A
YES X NO N/A
9. C e r t i f i c a t e s o f c ha 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
X
X
NO
10. A l l c l a i m s f i l e d ha v e b e e n p a i d , d i s a l l o w e d , o r
r e l e a s e d : YES X NO
N/A
N/A
N/A
11. N o t i c e o f he a r i n g o n F i n a l Re p o r t w a i v e d : YES _X_ NO
12. Ac c o u n t i n g i s w a i v e d :
13. C o u r t c o s t s ha v e b e e n p a i d : YES _X_ NO
S \ NO N/A
N/A
N/A
N/A
14. E l e c t i o n f i l e d b y o r 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 633.236: NO _X_ N/A
15. Re c e i p t s f o r a l l s p e c i f i c b eq u est s: YES NO N/A
16. Fe d e r a l e s t a t e t ax c l o s i n g l e t t e r an d p r o o f o f
payment i s on f i l e ( n ot 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 emen t t ha t deceden t l e f t g e n e t i
m a t e r i a l : Y E S / \ NO N/A
i c v /
YES^^y NO
y
NO A, N
A. Deceden t l e f t g e n e t i c m a t e r i a l : YES NO J \ N/A
B. I f deceden t l e f t g e n e t i c m a t e r i a l an d was
mar r i ed at t i me of deat h, s u f f i c i e n t
e s t a t e a s s e t s ar e r e s e r v e d t o fu n d
d i s t r i b u t i o n t o p osthu mou s he i r s : YES NO N/A
C. Posthu mou s c hi l d (Iowa Code s e c t i o n 633.220A)
o r c hi l d b o r n o r adop ted a f t e r e x e c u t i o n
o f w i l l ( I ow a Code s e c t i o n 633.267): YES NO N/A,
D. Fi n a l d i s t r i b u t i o n s w i l l be made two y ear s
a f t e r deceden t 's deat h: YES NO N/A
E. Su p p l emen t al r e p o r t w i l l be su b mi t t ed
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
18. Remarks:
X
E-FILED 2014 JUL 14 11:44 AM BOONE - CLERK OF DISTRICT COURT E-FILED 2014 AUG 15 2:15 PM SAC - CLERK OF DISTRICT COURT


IN THE MATTER OF )
) Probate No. ESPR02352
THE ESTATE OF )
) ORDER
!INDA R. SWANSON" )
)
DECEASED. )

NOW" t#ere $a% &re%e'te( to t#e )'(er%*+'e(" a ,)(+e o- t#e Se.o'( ,)(*.*a/ D*%tr*.t o-
Io$a" a' A&&/*.at*o' o- C#ar/e% D. S$a'%o'" E0e.)tor o- t#e E%tate o- !*'(a R. S$a'%o'"
(e.ea%e(" a%1*'+ t#at t#e -ee to $#*.# t#e attor'e2% -or t#e E0e.)tor are e't*t/e( -or t#e*r %er3*.e%
*' t#*% e%tate 4atter be -*0e( a'( t#e )'(er%*+'e( be*'+ -)//2 a(3*%e( *' t#e &re4*%e%" -*'(%5

6. T#at t#*% e%tate .o'%*%t% o- &ro&ert2 #a3*'+ a tota/ 3a/)e o- 7832"859.00 -or Io$a
I'#er*ta'.e Ta0 &)r&o%e%.

2. T#at t#e %tat)tor2 -ee &re%.r*be( -or a' e%tate o- t#*% %*:e *% 76;"<<8.62.

IT IS" THEREFORE" THE ORDER OF THE COURT t#at t#e -ee -or t#e attor'e2% -or t#e
E0e.)tor *% #ereb2 -*0e( *' t#e a4o)'t o- 7"000.00.

E-FILED 2014 MAY 15 11:38 AM BOONE - CLERK OF DISTRICT COURT E-FILED 2014 AUG 15 2:15 PM SAC - CLERK OF DISTRICT COURT
Type: ORDER SETTING ATTORNEY FEES
So Ordered
E-FILED 2013 OCT 14 2:45 PM BOONE - CLERK OF DISTRICT COURT E-FILED 2014 AUG 15 2:15 PM SAC - CLERK OF DISTRICT COURT
E-FILED 2013 OCT 14 2:45 PM BOONE - CLERK OF DISTRICT COURT
E-FILED 2013 MAY 22 4:07 PM BOONE - CLERK OF DISTRICT COURT E-FILED 2014 AUG 15 2:15 PM SAC - CLERK OF DISTRICT COURT
E-FILED 2013 MAY 17 2:35 PM BOONE - CLERK OF DISTRICT COURT E-FILED 2014 AUG 15 2:15 PM SAC - CLERK OF DISTRICT COURT
E-FILED 2013 APR 30 8:49 AM BOONE - CLERK OF DISTRICT COURT E-FILED 2014 AUG 15 2:15 PM SAC - CLERK OF DISTRICT COURT
IN THE DISTRICT COURT OF THE STATE OF IOWA
IN AND FOR BOONE COUNTY

IN THE MATTER OF THE ESTATE OF
LINDA R SWANSON
Deceased

Case No. 02081 ESPR023542

Certificate of Probate of Will

I, Patricia Freund, Clerk of the District Court of the State of Iowa, in and for said County, do hereby certify that
the Will and any Codicil(s) filed in this matter are duly approved and admitted to probate and record in said
District Court, in accordance with law.

Dated: 04/12/2013

/s/Patricia Freund
Clerk of District Court
BOONE County Iowa

E-FILED 2013 APR 12 11:32 AM BOONE - CLERK OF DISTRICT COURT E-FILED 2014 AUG 15 2:15 PM SAC - CLERK OF DISTRICT COURTRecipient List
Case ID : 02081 ESPR023542 - LINDA R. SWANSON ESTATE
Event Cd : COAW
LEE RAYMOND JOHNSON filed
IN THE DISTRICT COURT OF THE STATE OF IOWA
IN AND FOR BOONE COUNTY

IN THE MATTER OF THE
ESTATE OF LINDA R SWANSON

Case No. 02081 ESPR023542

Letters of Appointment

KNOW ALL PERSONS BY THESE PRESENTS: That having been duly appointed and qualified as
Executor of the above entitled matter,
CHARLES D SWANSON

is vested with all powers authorized by law in the premises.

Dated: 04/12/2013

/s/Patricia Freund
Clerk of District Court
BOONE County Iowa

E-FILED 2013 APR 12 11:31 AM BOONE - CLERK OF DISTRICT COURT E-FILED 2014 AUG 15 2:15 PM SAC - CLERK OF DISTRICT COURTRecipient List
Case ID : 02081 ESPR023542 - LINDA R. SWANSON ESTATE
Event Cd : LEAP
LINDA R SWANSON filed


IN THE MATTER OF )
) Probate No. ____________
THE ESTATE OF )
) ORDER ADMITTING WILL
LINDA R. SWANSON, ) TO PROBATE AND
) APPOINTING EXECUTOR
DECEASED. )

Th! "atter #o"e! o$ %or hear$& o$ the 'roo% o% the $!tr("e$t )ate) the *
th
)a+ o% Ma+,
,--., %/e) here$ a$) '(r'ort$& to be the La!t W// a$) Te!ta"e$t o% the abo0e $a"e)
)e#e)e$t, a$) the e0)e$#e be$& !ee$ a$) hear) $ the "a$$er 'ro0)e) b+ /a1, t ! %o($) that
!a) $!tr("e$t 1a! e2e#(te) a$) 1t$e!!e) a! 'ro0)e) b+ /a13 a$) ! the La!t W// a$)
Te!ta"e$t o% the abo0e $a"e) )e#e)e$t3 that the E2e#(tor here$a%ter $a"e) ! 4(a/%e) to a#t
$ !(#h #a'a#t+.

IT IS THEREFORE ORDERED AND AD5UD6ED that the abo0e )e!#rbe) $!tr("e$t !
a)"tte) to 'robate a! the La!t W// a$) Te!ta"e$t o% !a) )e#e)e$t, a$) Char/e! D. S1a$!o$ !
a''o$te) a! E2e#(tor thereo% 1tho(t bo$).
Type: ORDER ADMITTING WILL AND APPOINTING EXECUTOR
So Ordered

ESPR014465 - in The Matter of The Estate of Linda R. Swanson

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