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Estimated Fair
Assets Market Value
Real Property
1. Lot 28, College Hill (homestead) Not included in
valuation
2. Lot 30, College Hill $15,000
3. Lot 3, Block 95 30,000
Personal Property
4. Peoples State Acct. # 105209804 $115,358
Under C&S Acct. # 836150
5. Certificates of Deposit 100,000
6. Government Obligation Taxable 100,000
7. C&S Tax-Free Income Bond 45,000
8. Cash Equivalent Tax-Free Fund 5,000
9. C&S Money Market # FV0081203284 18,000
10. 22' Aqua Sport Boat 5,000
11. West Coast Pest Control 35,000
12. West Coast Florida Pressure Cleaning 4,000
13. 1987 GMC Van ID # 1GTFR24H9HF725519 5,000
14. 1988 GMC Pick-up ID # 2GCFC24H771306969 10,000
15. 1987 GMC ID # 1GTFR24H6F720973 4,000
16. 1987 GMC Astro Van ID # 1G8DM15ZOGB198509 5,000
Total Property - Wherever Located $496,358
The value of the boat was the estimated value after the accident
in which Mr. Riffe died.
Mrs. Pert signed the inventory under penalty of perjury on
May 13, 1991. Kaltenbach filed it with the probate court.
Kaltenbach did not believe that he needed to have appraisals
because the total value of the estate was more than $60,000 (the
threshold for formal administration) but less than $600,000 (the
threshold for filing a Federal estate tax return), and because
Mrs. Pert was the sole beneficiary of the estate.
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Last modified: May 25, 2011