Eagle Home Appraisal Saddleback appraises homes in Rancho Santa Margarita and its communities: Robinson Ranch, Dove Canyon, Rancho Cielo, Trabuco Highlands and Walden. Each request starts with the address, the reason for the value and the date it should describe.
Estate Appraisals
Inherited homes are usually valued as of the date of death. That figure generally becomes the heirs' federal tax basis, and Proposition 19 claims on a parent's home go to the Orange County Assessor Department.
- A date-of-death or other effective date your adviser names
- The house as it stood then, apart from later remodeling
- Basis and Proposition 19 context for your adviser
Probate Appraisals
In a California probate, a probate referee values the house for the inventory unless the court waives that step, and Orange County hears probate at the Costa Mesa Justice Complex. A private appraisal answers other questions your attorney raises.
- What the referee does, and what is left
- Sale pricing, heir buyouts and basis records
- The date and purpose confirmed with your attorney
Divorce Appraisals
California generally divides community property equally, and Family Code section 2552 values it as near as practicable to trial unless the court approves a date between separation and trial. Orange County family cases are heard at the Lamoreaux Justice Center.
- An effective date your attorney selects
- Intended users agreed before the inspection
- Association records for an attached home
IRS Step-Up Appraisals
A retrospective appraisal values the house on a past date, usually the date of death. For a married owner in California, community property can receive a new basis on both halves; your tax adviser confirms it.
- One past effective date, stated in the report
- Condition evidence from that period
- Federal rules on basis and Form 706 explained
Residential Appraisals
For a sale, a refinance, an Orange County property tax review or a family decision, for detached and attached homes alike.
- The report's purpose and recipient, named at the start
- Scope confirmed before the visit
Rush Appraisals
A hearing at the Lamoreaux Justice Center or the Costa Mesa Justice Complex, a probate inventory, a Form 706 due date, a Proposition 19 claim or an escrow closing can each set a deadline. Ask before relying on an earlier delivery.
- Your exact date and what it supports
- Availability confirmed for your assignment
Tell us the decision behind the request
Describe the home, who needs the value and the date it should reflect through our contact page, or call 949-523-1818, and ask for a written scope, fee and delivery estimate.