East Bay Date of Death Appraiser › San Francisco Date of Death Appraisal › Appraisal for an Inherited House
A CPA may need historical fair market value tied to inheritance, while heirs deciding whether to sell or keep the home may need current market value. Those are separate assignments even when they involve the same address.
Inherited houses may have decades of additions, remodels, deferred maintenance, converted spaces, permit history, old photographs, and changing neighborhood context. For a historical assignment, the appraiser has to determine which of those characteristics actually existed on the effective date.
When one beneficiary wants the property and another wants cash, a current independent appraisal can provide a market-value reference for family discussions. That is different from the historical value that may be retained for estate or tax records.
Useful starting information includes the date of death, ownership information, known remodel dates, old listings or photographs, permit records, and any major changes made after inheritance. The appraiser can then determine what additional research is needed for the specific valuation question.
For probate, estate settlement, trust administration, IRS reporting, and stepped-up basis purposes in this area, see the main San Francisco date of death appraisal page or the broader James Valdez appraisal service areas.
Desktop retrospective appraisals for probate, estate settlement, trusts, stepped-up basis, and IRS reporting.