Santa Clara County
Alternate valuation date
When advisors are considering or using an alternate valuation date and need a residential appraisal tied to that confirmed date.
In Santa Clara County, South Bay price history can move sharply across five, ten, or twenty years, so a date-of-death assignment is a research project, not a shortcut from today’s Zillow number. Alternate valuation date is one of the timing and documentation situations that regularly shows up in estate work here.
Alternate valuation dates in Santa Clara County should be confirmed with counsel or the CPA first; James appraises to that South Bay date rather than a date chosen because records are easier.
For this Santa Clara County situation, have counsel or the CPA confirm the alternate date in writing before the appraisal is scoped.
Alternate valuation date is a legal/tax timing question first. Once advisors confirm the date, James can appraise to it.
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.