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Residential appraisal service

IRS step-up and date-of-death appraisals in Gilbert, AZ

What does a retrospective appraisal for an inherited property need?

It needs a clearly identified effective date and evidence describing the property as it existed on that date. Contemporary photographs, prior records, repair histories and relevant market data can help support the analysis. We do not provide tax advice or basis calculations.

Purpose first

Who this appraisal is for

This service is for heirs, personal representatives and tax advisers who need a retrospective residential value opinion for an inherited property.

The value opinion

What decides the value

The effective valuation date anchors the analysis. Property condition as of that date, relevant comparable sales and the agreed scope of work determine what evidence is considered and how it is reconciled.

Prepare

What to gather before you request a quote

  • The date of death
  • The deed and available parcel records
  • Photographs or reports showing prior condition
  • A clear record of later repairs, remodeling or damage

A clear sequence

How the process works

  1. 1

    Confirm the scope, fee and delivery estimate before proceeding.

  2. 2

    Arrange property access and collect relevant records.

  3. 3

    Research and analyze appropriate comparable sales.

  4. 4

    Reconcile the evidence into an independent opinion.

  5. 5

    Prepare the report for the identified intended use.

Common questions

Questions about this service

What is confirmed first?+

The intended use, effective date, property, intended users and report scope are confirmed before the assignment begins.

What helps the appraisal?+

Accurate property records, access details and relevant documents help define the assignment and support the analysis.

Does an appraisal promise an outcome?+

No. An appraisal is an independent opinion developed from the agreed scope and available evidence.

Educational references

IRS gifts and inheritances guidance

Federal guidance provides general information about gifts and inheritances.

IRS estate tax guidance

Federal guidance provides general information about estate tax.

Published by Eagle Home Appraisal Gilbert. Prepared with AI assistance for writing and source checks.

Start with clarity

Discuss the property and intended use.

Call to describe the property and intended use so the scope, fee and delivery estimate can be discussed before proceeding.

Request a quote by phone (480) 573-7263