Ian Bryzek, CPA
What if no date-of-death appraisal was done?
The absence of a contemporaneous appraisal creates a reconstruction task, not a reason to use a later sale price without analysis.
Families often learn an appraisal matters only after a property is listed or an accountant asks for basis records.
A historical appraisal can examine the property and market evidence as of the relevant date.
What to gather
- Death certificate
- Historic photos and condition notes
- Old listing or insurance records
- Deed and legal description
Who usually handles what
- Ian can organize the tax reporting question and the supporting records.
- James Valdez can provide an independent residential fair-market-value appraisal.
A practical next step
Contact a qualified appraiser while historic evidence can still be gathered.
When a property value is part of the picture
When residential real estate needs a supported fair market value as of a relevant date, an independent appraiser may be part of the documentation process. Ian does not determine fair market value.
Related guides
This is general tax information, not tax or legal advice. Outcomes depend on the documents, ownership, timing, and law that apply to the particular facts.