The address and dates
The property address, date of death, appointment date of the personal representative and any deadline. Include the attorney's instructions and who will use the report.
FOR PERSONAL REPRESENTATIVES & ESTATE ATTORNEYS
Handling an estate with a house in it? Start with the address and the date of death. We can discuss a report that looks back at what the home was worth then.
Bring the estate attorney’s instructions and any filing deadline.
A probate appraisal may need to look back months or years. It studies the home and the sales and market conditions around the requested valuation date, rather than using today's prices.
If the house has been cleared out, repaired or renovated since the death, tell us. Earlier photographs, an old listing, inspection reports and invoices can help explain its condition at that time. The report identifies assumptions where the records leave gaps.
They have separate Registers of Wills. Tell us the property's address and where the person who died lived; the property address alone does not settle which office handles the estate. Your attorney can confirm the filing office and the estate's requirements.
If you are gathering paperwork, the Baltimore City Register of Wills and Maryland estate-search FAQ are useful starting points. An SDAT property record, if you have one, also helps identify the home.
The property address, date of death, appointment date of the personal representative and any deadline. Include the attorney's instructions and who will use the report.
Who can arrange entry, what has changed since the death and any older records or photos. You do not need to have every document ready to begin the conversation.
When you receive the report, check the effective date, intended use and property details. Raise any factual corrections before using it for the estate's paperwork.
If you are handling a home outside probate, see estate appraisals. If your tax adviser needs a value for an inherited home's basis, see IRS step-up appraisals. Tell us if the report is meant to serve more than one purpose so the scope can be discussed before you order.
AN ADDRESS IS ENOUGH TO START.
Tell us what you know so far. We'll discuss the appraisal request, availability and a written quote.
The Appraising Group Baltimore
575 S Charles St
Baltimore, MD 21201
Brad Harley, founder
Maryland Certified Residential · 30033802 ↗