Named Personal Representative? What Happens With the House
Named personal representative in Colorado? What happens with the house in the first 90 days, and where the date-of-death value fits. Charles E. Volk, SRA.
Estate & Probate Appraisals
Insights on date-of-death valuations, IRS Form 706 compliance, stepped-up basis, and estate settlement appraisals in Denver Metro and Boulder County.
Preparing for an Estate Appraisal: A Fillable Checklist
Preparing for an estate appraisal? Our free fillable checklist walks executors, attorneys, and CPAs through the valuation date, documents, and access.
Trust Appraisals in Denver: One House, Several Valuation Dates
There is a house in Denver that I have appraised more than once for the same fiduciary. Nothing went wrong
Probate Inventory in Colorado: The Three-Month Clock on the House
Letters issue, your client becomes the personal representative, and a clock starts. Colorado’s probate inventory statute gives a PR three
Stepped-Up Basis and the 1099-S on an Inherited Home Sale
A client inherits her father’s house in Wash Park, holds it for a year while the estate settles, then sells
Estate Buyout Appraisal: Valuing an Inherited Home When Heirs Disagree
Three siblings inherit their mother’s house in Park Hill. One lived nearby and wants to keep it. The other two
Retrospective Appraisals in Denver: When the Date of Death Was Years Ago
When a real estate attorney calls me about a date-of-death appraisal, the date is usually within the last 12 months.
Date-of-Death Appraisals: What Executors and Estate Attorneys Need to Know
When someone dies and real estate is part of the estate, the IRS doesn’t care what Zillow says. They need