Services

Services

Appraisals for Estate Tax or Probate.

Do you need to settle an estate and require an appraisal for estate tax reporting or for probate?  Or to help equitably divide property?
Whether it is one important item, or the entire household, Jerry regularly performs appraisals for both estate tax reporting and for Probate Court reporting. He understands the expectations and requirements of the IRS. Jerry meets the IRS definition of "a qualified appraiser", his reports meet the IRS definition of "a qualified appraisal", and as an independent appraiser he meets the IRS requirement of "disinterested".

Jerry worked for several years as an auction house evaluator, which often called for estimating entire households to be consigned for auction, prior to the past fifteen years engaged in the full time personal property appraisal practice. He has experience identifying the important valuables, as well as grouping the common items of every day life.

If you need an independent, objective, Fair Market Value appraisal, Jerry can help. He consults with or refers to other specialists as needed.

 

Appraisals for Insurance Loss Claim, or Insurance Coverage

Was something broken, or do you want to know that you have adequate insurance coverage for your items? Was an item damaged in transit?
If you need an appraisal to determine the value of a damaged or lost item, or to schedule property with your insurer, Jerry can help.
 

Appraisals for Charitable Contribution or Donation.

Do you want to make a charitable contribution, and need a qualified appraisal?
If you need an appraisal to determine the value of a non-cash charitable contribution, or donated item, Jerry understands the expectations and requirements of the IRS. Jerry meets the IRS definition of "a qualified appraiser", his reports meet the IRS definition of "a qualified appraisal", and as an independent appraiser he meets the IRS requirement of "disinterested".

 

Appraisals for Other Reasons Can Include:

 

Establish a Trust.

If you need an professional, objective, and independent appraisal to establish the basis value of property, Jerry can help.

 

Divorce.

A difficult time. If you need an appraisal of personal property subject to division, Jerry can help. He has experience identifying the important valuables, as well as grouping the common items of every day life. He consults with or will refer you to other experts when needed.

 

What do I have, and What is it worth?

Do you have an item that you're curious about, or may wish to sell, and want independent, unbiased, advice?

If you want an unbiased and disinterested opinion of the value of your item, Jerry can help. Jerry won't buy or sell your property. Jerry won't take a percentage of the value as a fee. He is a truly independent third party.

"Appraisal Practice Done Right."

Call (503) 618-9825

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