Estate and date of death appraisals
When someone passes away, the estate usually needs to know what the home was worth on the date of death. I appraise property as of that date, even if it was months or years ago.
- 33 years appraising
- FL License RD2724
Call (904) 400-1630
Why the date matters
Heirs generally receive a stepped-up tax basis equal to the value on the date of death. A well-supported retrospective appraisal can make a real difference to capital gains tax when the home is sold later. Your CPA or estate attorney will tell you what the estate needs.
Probate and trusts
Personal representatives and trustees use the appraisal to inventory the estate, divide property fairly between heirs, or set a price when one heir buys out the others.
If the home has changed
If the house has been cleaned out, repaired or updated since the date of death, I appraise it as it was on that date, using what you can tell me, photos and the records.
Questions
How far back can you appraise?
Retrospective appraisals can go back years, as long as there are enough sales records from that time.
Who should order it?
Usually the personal representative, trustee or the estate attorney.
Where I work
Northeast Florida
From Amelia Island to Palm Coast and west to Macclenny.
- Duval CountyJacksonville, Jacksonville Beach, Atlantic Beach
- St. Johns CountySt. Augustine, St. Augustine Beach, Ponte Vedra Beach
- Clay CountyOrange Park, Fleming Island, Green Cove Springs
- Nassau CountyFernandina Beach, Amelia Island, Yulee
- Flagler CountyPalm Coast, Flagler Beach, Bunnell
- Putnam CountyPalatka, East Palatka, Interlachen
- Baker CountyMacclenny, Glen St. Mary, Sanderson
Southeast Florida
Broward and Palm Beach counties, from Hallandale Beach to Jupiter.
Questions about your situation? Call and ask.