Marin County
Date of death during a rising market
When the valuation date falls in a rising market and later sales may overstate what the property was worth then.
In Marin County, retrospective work has to match the effective date to the right hillside, village, Bay-facing, or West Marin setting — and to whatever documentation still exists. Date of death during a rising market is one of the timing and documentation situations that regularly shows up in estate work here.
Rising-market dates need equal discipline so later strength is not imported into the earlier opinion.
For this Marin County situation, confirm the exact effective date so later market strength is not imported into the earlier opinion.
Rising-market dates create the opposite trap: later comps that look too strong. The effective-date window has to control the sales evidence.
James provides independent residential appraisal for appropriate retrospective and current assignments. He does not provide legal, tax, title, or estate-administration advice; effective dates and intended use should be confirmed with the attorney, CPA, and other Core 4 professionals.