Most calls start the same way: there is a house, a reason a number is needed and a date it has to reflect. The six kinds of appraisal below are the situations we hear most. Pick the one closest to yours; if none fits, call and describe it.
Estate appraisals
For a home that has passed to heirs. The value usually has to reflect the date of passing, not today, because that is what an heir’s tax basis follows. Estate appraisals
Probate appraisals
In a California probate the court’s own referee values the house for the inventory, unless the court waives it. We explain where a private appraisal still helps. Probate appraisals
Divorce appraisals
An independent value for a home that has to be divided or bought out, tied to the date you and your attorney choose. Divorce appraisals
IRS step-up appraisals
A value looking backward, for an heir’s basis. Your tax adviser decides how it is used. IRS step-up appraisals
Residential appraisals
From Craftsman bungalows near downtown to Rancho San Pasqual: a sale, a buyout between family members, a county assessment appeal. Residential appraisals
Rush appraisals
A hearing, a filing window or a rate lock close by. Give us the date first; timing is confirmed before you count on it. Rush appraisals
Not sure which one you need?
Call 442-248-3110 and tell us what is happening with the property. Your attorney or tax adviser can also tell you which date and report they need, and we will work from that.
