Harvey M. Pert, Transferee - Page 10

                                       - 10 -                                         

                                                            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.                           







Page:  Previous  1  2  3  4  5  6  7  8  9  10  11  12  13  14  15  16  17  18  19  20  Next

Last modified: May 25, 2011