Property Valuation

A Pennsylvania appraiser completing an appraisal for estate tax purposes must value the property as of:

AThe current date when the appraisal is prepared
BThe date of the decedent's death (date of death valuation)✓ Correct
CThe date the estate is opened
DThe date of the final distribution to heirs

Explanation

Federal estate tax valuations require the property to be appraised as of the date of the decedent's death. This is a retrospective appraisal using market data available as of that date. The value as of death determines the estate tax liability and establishes the stepped-up cost basis for heirs.

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