Marin County

Prior appraisal cannot be found

When an older appraisal is missing and the estate still needs a supported value for a confirmed effective date.

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. Prior appraisal cannot be found is one of the timing and documentation situations that regularly shows up in estate work here.

A lost prior appraisal does not end the need if a new retrospective can be scoped to a confirmed date.

For this Marin County situation, if any fragments remain (cover page, email, invoice), share them; otherwise treat the assignment as a fresh retrospective with a confirmed date.

A missing prior report is frustrating but workable. A new retrospective appraisal can still be developed if the date, interest, and intended use are confirmed.

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.

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Need to talk with James Valdez?

If an estate, trust, or inherited-property matter involves residential real estate, James can help determine the appropriate appraisal scope and the information needed to begin.

(510) 828-5876 jameskvaldez@gmail.com