Other Types of Appraisals

Attorneys, accountants, bankers and investment advisors request appraisals for a variety of purposes, including: donation, divorce, estate tax preparation, and distribution of assets. Here is a list of their most commonly requested reports:

  • To value jewelry subject to federal estate tax
  • To value jewelry in a divorce
  • To receive a deduction for a charitable donation
  • To receive a deduction for a casualty loss
  • To divide jewelry among recipients when preparing estate documents or to distribute jewelry according to directives in those documents
  • To provide collateral for a personal or business inventory loan
  • To value inventory for liquidation, barter exchange or sale to another business
  • To value gemstones held in certain retirement accounts
  • To prepare testimony on various subjects
  • To provide values for historical pricing of certain gemstones

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