Property Valuation

An appraiser who is asked to value a property for an estate sale must be careful that the value is as of:

AThe current date of the appraisal report
BA specified effective date — often the date of death for estate tax purposes✓ Correct
CThe date the property was originally purchased
DThe date the estate was opened in probate

Explanation

Estate appraisals for federal estate tax purposes must be as of the date of death (or alternate valuation date). The effective date is critical — the appraiser reports value as of a historical date, not the current date.

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