Valuation of property upon inheritance

We will talk about the need to conduct a property assessment when entering into an inheritance, the types of assessment and the mechanisms for its implementation in our article.Valuation of property upon inheritance

Legal standards for assessing property for inheritance

Valuation of property upon inheritance

  • part 3 of the Civil Code of the Russian Federation;
  • Article 35 of the Constitution of the Russian Federation.

The Constitution provides the heir with the right of inheritance and guarantees that the rightful recipient cannot be deprived of the inherited property.

The Civil Code describes the mechanisms for entering into inheritance and obtaining ownership of property. To obtain inherited property for use, you must go through the following steps:

  1. Obtain documents confirming the death of the testator (death certificate);
  2. Receive confirmation of the place of opening of the inheritance (an extract from the house register confirming the last place of residence of the deceased);
  3. Contact a notary with an application to accept the inheritance to open an inheritance case;
  4. Provide the notary with documents on the right to inherited property (will or confirmation of kinship);
  5. Assess the inherited property and obtain an appropriate conclusion for transfer to a notary;
  6. Obtain certificates of inheritance rights.

One of the documents required to be provided to the notary is confirmation of the price of the property. Valuation of property for inheritance is necessary not only for documenting its material component as of the date of death of the testator.

The Tax Code of the Russian Federation obliges the heir to pay a state duty to the budget, the amount of which directly depends on the price of the property indicated in the appraisal report. The state fee in this case is the payment of notary costs for issuing a certificate of title to inherited property.

Types of property valuation for inheritance

Valuation of property upon inheritance

Valuation of inherited property for a notary can be carried out in any of the following ways, and the payer of the state duty can provide a document in which one of the following values ​​will be determined:

  • inventory value;
  • cadastral value;
  • market price.

The assessment report can be issued by both government agencies and independent companies.

An important fact is that the value of the property on the appraisal report must be stated as of the date of death of the decedent .

Cadastral value assessment

Valuation of property upon inheritance

An independent assessment of property at cadastral value is carried out in a manner regulated by Law No. 135-FZ dated July 29, 1998. According to the law, the municipality decides to conduct an assessment and, after a tender, enters into an agreement with an independent one. Upon completion of the assessment and drawing up a conclusion, data on the cost of the object (objects) are entered into the State Cadastre (SC).

The heir can obtain information about the cadastral value of the bequeathed property using the electronic resource Rosreesra , which allows:

  • order an extract on the value of the property by filling out the appropriate application on the website;
  • find the required object by cadastral number on the map, and then obtain information about its cadastral value and other characteristics;
  • obtain information on the object online;
  • download an electronic report on the results of the cadastral assessment.

In addition, documentary confirmation of the cadastral value of the property can be obtained directly from the Federal Cadastral Chamber of Rosreestr by submitting a corresponding application there. If the request is completed correctly, a cost certificate will be provided to the customer within five working days. The notary is obliged to accept the received certificate as a document for calculating the state duty.

In 2023, a frequent case was the challenge of a property valuation made by an independent appraiser and included in the Cadastral Register. If, in the opinion of the heir, the cadastral value is not equivalent, then he can contact a commercial company to obtain a report on the real value of the inheritance.

Inventory value assessment

Valuation of property upon inheritanceThe inventory value of the object of inheritance is determined according to the conclusion of the BTI expert appraiser . To obtain a certificate, the heir must contact the BTI with an application and passport.

It should be noted that in 2023, there is virtually no practice of using inventory value to calculate state duty for inheritance.

This is due to the fact that the cost of the object, according to the BTI, includes a small number of evaluation criteria and does not take into account the location of the building, its infrastructure, etc.

As a result, the price of real estate determined by the BTI is significantly lower than its real value. The amount of state duty paid in this case is considered too low.

This position is confirmed by letter of the Ministry of Finance No. 03-05-06-03/57471 dated December 26, 2013. At the same time, such letters are not legislative acts. That is, if the heir registers the right of ownership in 2023, the notary is obliged to accept a report on the inventory value to calculate the state duty.

Market value assessment

Valuation of property upon inheritance

That is why the calculation of the market price when paying state fees for inheritance has received the most widespread use in valuation activities in 2023.

It should also be noted that the object of inheritance can be not only real estate or land. If the heir claims ownership of movable property or small material assets, then it is possible to evaluate them only at the market price.

To obtain a conclusion on market valuation, the heir must contact an independent company that has a license to carry out this type of activity.

The customer and the appraiser company enter into a service agreement, which specifies what needs to be appraised and how much the property appraisal costs.

After concluding the contract, the company’s independent expert carries out an assessment procedure, which includes:

  • inspection of property;
  • determination of quantitative and qualitative characteristics of the object (objects);
  • market analysis;
  • choice of assessment method;
  • generalization of results;
  • drawing up and issuing a written assessment report to the customer.

After receiving documentary confirmation of the market price of the property from the expert, the heir provides a report to the notary to calculate the state duty.

Calculation of state duty

Valuation of property upon inheritance

Relatives of the first degree (children, parents, spouses) are required to pay 0.3% of the price of the property to the budget , but the amount of the fee should not exceed 100,000 rubles . More distant relatives transfer 0.6% of the estimated value of the inheritance, but not more than 1,000,000 rubles .

There are categories of citizens who are legally exempt from paying state duty when entering into an inheritance. According to paragraph 5 of paragraph 1 of Article 333.38 of the Tax Code, this is:

  • minors;
  • citizens who lived with the testator;
  • heirs of property of persons killed in the line of duty;
  • heirs of bank deposits and insurance amounts.

Upon providing the notary with a receipt for payment of the state fee in the established amount, the heir receives a certificate of the right to use the inherited property.

In conclusion, I would like to note that when choosing the type of property valuation of inherited property, the heir should first of all strive not to minimize the amount of state duty, but to obtain a document with the real and objective price of the property.

Valuation of property upon inheritance

Inheritance involves not only the acquisition of new property, but also certain expenses. For example, often not only property rights, but also the obligations of the testator are transferred to the heirs.

In addition, he bears the costs associated with registration of the inheritance.

The amount of the state duty directly depends on the value of the inheritance, to determine which an assessment of the property is carried out upon entry into inheritance.

This is a very important stage of the inheritance procedure. We will tell you why an assessment is carried out, who has the right to carry it out, what is meant by assessment work and what is needed for this.

Legal norms for assessing property for inheritance

In accordance with Art. 333.25 of the Tax Code of the Russian Federation, a certificate of accession to inheritance rights is issued on a paid basis. The amount of the state fee depends on the degree of relationship with the testator and the value of the inheritance. To calculate the state duty, a document confirming the value of the property being inherited is required. Such a document is the assessment report.

The main purpose of assessing property when entering into an inheritance is to draw up an official document, which is required for the correct calculation of the state duty. Without this, the heir will not be able to receive a certificate of accession to inheritance rights.

In this case, the following is subject to assessment:

  • real estate (house, apartment, room, cottage, shares in them);
  • land plots and shares;
  • non-residential real estate;
  • securities;
  • vehicles;
  • weapon;
  • objects of intellectual property;
  • business (shares in LLC, etc.).

Even if, by law, the heir is exempt from paying state taxes, he will still need to evaluate the inheritance. The fact is that information about the value according to the assessment data is included in the text of the inheritance certificate.

The process of registering an inheritance is regulated by the following regulations:

  1. Part 3 of the Civil Code of the Russian Federation - describes the mechanisms for entering into an inheritance and obtaining ownership of property.
  2. Art. 35 of the Constitution of the Russian Federation - provides the heir with the right to receive an inheritance and guarantees that the legal recipient cannot be deprived of property.

To obtain inherited property, legal successors go through several stages:

  1. Obtaining documents confirming the fact of death - a death certificate from the registry office or a court decision.
  2. Obtaining an extract from the house register or the house register itself (if the testator lived in a private house), confirming the testator’s last place of residence.
  3. Applying to a notary with an application to accept an inheritance to open an inheritance case.
  4. Providing the notary with documents on the right to inherited property. This may be a will or a document confirming the degree of relationship (marriage certificate, birth certificate, act from the registry office, court decision).
  5. Conducting an assessment of inherited property and obtaining an appropriate conclusion.
  6. Payment of state duty.
  7. Obtaining a certificate of accession to inheritance rights.
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As can be seen from the step-by-step instructions, it is necessary to confirm the value of the inheritance.

Valuation of property upon inheritance

When, by whom and how is the assessment carried out?

The inheritance case is opened immediately after the death of the owner is established.

Within six months, relatives and other interested parties can make claims to the inheritance and provide the relevant documents.

During the same period, the value of the property is assessed and the state fee is paid. Only six months after the death of the testator, the successors will receive a certificate of accession to inheritance rights.

This means that the assessment of property upon entry into inheritance must be carried out within six months from the date of death of the testator. The value of the estate is determined at the date of death of the testator. The appraisal report must be dated the same day as the death certificate.

Usually the hereditary mass includes several objects. Each of them is subject to evaluation.

Work of this type can be carried out by authorized government bodies or private independent companies that have the appropriate SRO approval. To contact specialists, you will need to prepare the following documents:

  • general passport;
  • documents of title for inherited property - purchase and sale agreement, deed of gift, extract from the Unified State Register of Real Estate, extract from the register of shareholders, etc. depending on the type of object;
  • technical documentation - extract from the Unified State Register, technical plan, boundary plan, technical passport of the vehicle;
  • a certificate confirming the presence or absence of debt or other encumbrances on the property.

It is recommended to make copies of the listed documents. The assessment process is quite lengthy. Depending on the number of properties, the assessment may take several weeks.

Types of property valuation for inheritance

In Art. 333.25 of the Tax Code of the Russian Federation provides for the possibility of choosing an assessment mechanism and the type of appraiser. Valuation of inherited property for a notary can be carried out in any of the ways, but the payer of the state duty must provide a document containing one of the following values:

  • inventory;
  • cadastral;
  • market

Conclusions on the results may be issued by government agencies or independent appraisal companies or appraisers authorized by an SRO. It is important that the value of property assets is determined as of the date of death of the testator.

Cadastral

Cadastral value is applied to the valuation of real estate and land plots.

In accordance with legislative norms, the municipality decides to conduct an assessment and enters into an agreement with an independent assessment company, which is selected based on a tender.

The results, drawn up in the conclusion, are entered into the Unified State Register of Rights to Real Estate (USRN).

The heir can obtain data on the cadastral value using Rosreestr. It can be done:

  • when contacting a territorial office of Rosreestr or MFC in person;
  • by sending a request by registered mail with return receipt requested;
  • online on the official website of Rosreestr.

You can order an extract on the Rosreestr electronic resource by filling out the appropriate application. In addition, a public cadastral map is available to users, which displays all objects and provides information about them.

An extract from the Unified State Register is provided within five working days. This document is the basis for calculating the state duty when entering into inheritance rights.

The cadastral value may be disputed. If the heir believes that the price data is not valid, then he has the right to contact an independent appraisal company to obtain a report on the real value of the inherited property.

Inventory

The inventory value of the estate is determined based on the conclusion of an expert appraiser from the BTI. To obtain a document indicating this type of value, the heir must contact the territorial office of the BTI at the location of the real estate. To do this, you must provide a general passport and an application.

Currently, the inventory value is practically not used to calculate the state duty when entering into inheritance rights. This is explained by the fact that when determining the inventory value, a small number of criteria are taken into account. For example, the location of the object is not taken into account.

The value of real estate, determined by the BTI, is lower than the market or cadastral value. Accordingly, the amount of state duty calculated on the basis of the inventory value will be underestimated.

Valuation of property upon inheritance

Market

Market value is the price at which an object can be bought or sold on the market under conditions of free competition. This type of cost is the most relevant and used.

When determining the market value, all existing characteristics of the object are taken into account, as well as the influence of external factors. That is why calculating market value is more common in appraisal activities and other areas.

In addition, the inheritance mass includes not only real estate or land. This may also include cars, shares and other property of the testator. They can only be valued at market value.

To obtain an opinion, you must contact an appraisal company that has SRO approval to carry out such activities. The customer and the company enter into a service agreement, which specifies what needs to be assessed and how much it will cost.

After this, an independent appraiser carries out the relevant work, which includes inspecting the object, studying documents, determining qualitative and quantitative characteristics, etc. The result of the appraiser’s activities is the provision of an assessment report for calculating the state duty.

If you have any questions or difficulties, please seek legal advice. You can get free legal assistance on our website. Ask a question to an expert in a special window.

Now you know how property is assessed when entering into an inheritance. The process of registering an inheritance as a property is quite lengthy and can have significant difficulties. We recommend that you obtain legal advice as each case is different.

Valuation of property upon inheritance

In the process of inheritance, not only the property rights of the deceased, but also his obligations are transferred to the successor. In addition, he bears the costs associated with this procedure. Thus, the amount of state duty is calculated based on the value of the inheritance mass.

Thus, the valuation of property for inheritance is a necessary procedure when entering into inheritance rights, the purpose of which is to determine the value of the successor property.

Typically, the need to evaluate the succession property arises during the registration of inheritance rights with a notary. In most cases, this procedure is carried out on the initiative of the testator's successors, executors of the will, or employees of the guardianship and trusteeship authorities.

Valuation of property upon inheritance is inevitable in most cases. This is explained by the fact that in order to take full possession of the property, the successors need to have a certificate of inheritance in their hands.

Subclause 22, clause 1, art. 333.24 of the Tax Code of the Russian Federation regulates the collection of state fees by a lawyer for issuing a certificate. The amount of the duty is calculated based on the total value of the successor property on the date of opening of the inheritance. This is regulated by subclause 6 of clause 1 of Art. 333.25 of the Internal Revenue Code.

An assessment is necessary in cases where the receivers formalize the right to inherit from a notary. This procedure is carried out not only to pay the notary fee, but also to resolve possible disputes between heirs regarding the issue of dividing property.

Who is doing

Only qualified appraisers have the right to evaluate the inheritance. These include independent specialists with the appropriate license.

Reports compiled by other specialists will not be recognized by either the court or the notary. State specialists are also authorized to carry out the assessment procedure.

To attract such experts, you should contact the local BTI (regulated by Article 333.25 of the Tax Code of the Russian Federation). In some localities, an inventory was not carried out, so the municipality is responsible for assessing the inheritance. If the inherited property is located abroad, then the assessment procedure is carried out by the authorized body of the state in which the property is located.

When indicating the value of the successive property in another currency, the price will be recalculated at the ruble exchange rate, according to information from the Central Bank at the time of opening of the inheritance. In the absence of an agreement between the successors on the assessment of the inheritance, the procedure is carried out at the expense of its customers. The cost of the assessment is divided equally between all heirs (Article 1172 of the Civil Code of the Russian Federation).

Successors have the right to choose a document assessing the estate and the method of carrying out the procedure, despite the strict regulations on paying state fees. The person paying the notary fee has the right to determine what document he will provide to the notary (subclause 5, clause 1, article 333.25 of the Tax Code).

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The inheritance can be valued at:

  • cadastral;
  • inventory;
  • market;
  • nominal.

The notary is not authorized to choose the valuation method independently or demand confirmation of a certain value from the heirs.

Valuation of property upon inheritance

Valuation of inherited property at cadastral value is applied to real estate. It is established during the state cadastral valuation. The cost in this case will be determined according to the relevant entries in the state register. The implementation of such a procedure is regulated by Ch. 3.1 Federal Law “On Valuation Activities”.

The inventory cost is carried out by BTI employees at the last place of residence of the deceased. For several years now, this method of assessment has practically not been used due to experts’ doubts about its objectivity. It is believed that the inventory value turns out to be significantly underestimated.

According to Art. 3 of the Federal Law “On Valuation Activities”, the market value of successive property is the price of this property at which it can be purchased in a free market.

When ordering an assessment, the testator enters into an agreement with a specialist or expert organization. Based on it, appraisers collect the necessary information and form an objective conclusion.

  1. inspection of the property being valued;
  2. determination of its characteristics;
  3. choice of assessment method;
  4. market analysis;
  5. generalization of the obtained data;
  6. preparation of an assessment report;
  7. receipt of the report by the heirs.

The specific method of assessing property and who will undertake this procedure depends on the objects of inherited property and their characteristics.

The expert involved in the assessment will need to provide a certain package of documents. However, their list may vary depending on the type of property being valued.

General list of required documents:

  • identification documents of heirs;
  • death certificate;
  • papers confirming the relationship of the successors and the deceased;
  • confirmation of the deceased’s rights to own inherited property;
  • technical documentation;
  • extract from the state register of real estate rights.

The results of the assessment of the inheritance are reflected in the document that must be provided to the notary.

The report prepared by the expert should not have variations in interpretation or provide customers with false information that misleads them. The document must reflect data that will provide a complete and unambiguous understanding of the results reached by the appraiser.

The procedure for assessing inherited shares, the report on the procedure and the list of documents required for it differ significantly.

The procedure for evaluating inherited securities:

  1. stock market research;
  2. analysis of the balance sheet of the organization in which the share is inherited;
  3. compilation of a report.

Contents of the report:

  • descriptive part;
  • information about market conditions;
  • description of the assessment method;
  • market value of inherited shares.
  • copies of the charter and certificate of registration of the organization;
  • copies of documents containing information on the issue of securities;
  • the structural composition of the organization and description of its activities;
  • detailed profit and loss data;
  • balance sheet;
  • auditor's conclusion during the audit;
  • data on all assets;
  • information on accounts receivable and payable;
  • data on subsidiaries;
  • provision of reports from these organizations, if any;
  • information about the initiator of the securities assessment.

Subclause 22, clause 1, art. 333.24 of the Tax Code of the Russian Federation regulates the need to pay a state fee for a lawyer to provide a certificate of inheritance. This rule assumes that each of the heirs must pay the notary fee. It is calculated according to the value of the inherited property.

  • 0.3% of the value of the inheritance for heirs of the first circle (maximum tariff amount - 100 thousand rubles);
  • 0.6% for other successors (maximum amount - 1 million rubles).

Payment occurs before receiving the inheritance certificate. Art. 333.38 of the Tax Code of the Russian Federation regulates that under special circumstances, successors may receive benefits for paying state fees. A document containing information about the value of the inherited property is stitched and sealed by the organization that carried out the assessment.

At the end of the report are attached papers certifying the right to conduct an assessment. Valuation of succession property is a condition without which it is most often impossible to enter into inheritance rights. This service is provided by both public and private organizations. The value of the property will depend on the method of valuation.

Dear readers, the information in the article may be out of date, take advantage of a free consultation by calling: Moscow 7 (499) 288-73-46, St. Petersburg 7 (812) 317-70-86 or ask a lawyer using the feedback form below .

How to avoid unnecessary payments when registering an inheritance?

An assessment when registering an inheritance is required to determine the amount of state duty , i.e. the amount of payment to a notary for issuing a certificate of inheritance . The state duty is determined as a percentage of the value of the inherited property. It should be noted that in addition fee , the notary fee for registering an inheritance may also include other expenses - for the certificate form, for various requests, etc.

No, in most cases no taxes are required. The special inheritance tax was abolished on 01/01/2006.

The notary is paid only the state fee. Only a personal income tax (NDFL) of 13% is possible, but heirs - close relatives of the deceased - are exempt from this tax. The percentage of state duty is small - 0.3% for heirs, close relatives of the testator (heirs of the first stage), 0.6% for everyone else. This means that for every 100,000 rubles. inheritance you will pay 300 rubles. state duties . And if there are several heirs, then it will also be proportionally divided between them.

Chapter 25.3 “State Duty” of the Tax Code of the Russian Federation allows several value options for the heir to choose: cadastral, inventory, market and nominal value.

In this case, a strict condition is set - the value must be determined at the date of death. Which is logical, because the cost may change over time.

Cadastral and inventory values ​​are found only for real estate. At the same time, no one has been issuing inventory values ​​for several years - there are no organizations authorized for this. But there are no problems with the cadastral value - it is issued by the Federal Cadastral Chamber. Therefore, most real estate objects (apartments, rooms, land plots and houses) are registered as inheritance at cadastral value . After all, the notary will still require a cadastral passport for the object, and it also includes the cadastral value. Therefore, the need for a market valuation when registering real estate by inheritance usually does not arise.

The concept of par value is found only for shares of enterprises and shares in the authorized capital of limited liability companies (LLC). But the legislator allowed appraisers to determine only 4 types of value, and nominal value is not among them. Therefore, it is impossible to legally obtain a document with a nominal value that would comply with the requirements of the law and could be accepted by a notary.

Information about the nominal value is indicated in their statements by the registrar of enterprise shares, but these organizations are not given the right to determine the value, therefore their certificates are not suitable for registering an inheritance. What remains is the market value .

This is precisely what the appraisers determine. At the same time, the only type of document that an appraiser with market value can give you is an appraisal report . Other forms of documents are not provided for by law. Therefore, it makes no sense to ask the appraiser for a certificate, extract, conclusion, appraisal report or something similar with the market value. If you were given something other than an assessment report, then you were deceived. Most likely, such a document will not contain the wording “market value”, but only something similar - average market price, average price, etc.

A competent notary will never accept such a document, because... what he needs is an appraisal report.

As mentioned above, the cost of which the state duty is paid is chosen by the heir. It is clear that there are objects from which there is nothing to choose from, for example, cars. They only have market value. But still, in some cases, a notary may require an assessment of all property at market value.

For example, if the heirs asked for the distribution of property not in equal shares between them, as is usually done, but so that each of them received entire objects. For example, one has a couple of cars, and the other has an entire apartment. And not half a car and an apartment for each. To make such a redistribution, it is important to understand how comparable the objects are in cost. But how to do this if the type of value is different - for cars it is market value, and for an apartment it is cadastral value.

The cadastral value in some regions may be several times less than the market value. Likewise, a car can turn out to be much more expensive than an apartment. Therefore, for a correct comparison with each other in such cases, it is necessary to evaluate all property precisely at market value, because only this type of value is available for any objects.

If we exclude options when market valuation is the only available method, then registering an inheritance at market value may be more profitable when you have to go to another region to obtain documents for the object (cadastral or technical passport). Travel expenses may significantly exceed the cost of the appraiser's services. In this case, it is more profitable to register an inheritance at market value. You may lose on state fees and appraisal costs, but you will save much more on other overhead costs.

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If you need a market valuation, you should approach the choice of appraiser wisely. Market valuation is a commercial service and there are no set fees for it, like notaries. Therefore, the price range can reach several times. Where does this discrepancy in prices between different appraisers come from?

Firstly, specialization in the service has a strong influence on the price. If an appraiser or appraisal company has been working in one area for many years, it inevitably optimizes its labor costs, develops standard templates and gets the opportunity to reduce the price of the service. For example, if you contact an appraiser with a request to evaluate a car without additional clarification, then most likely they will tell you the price for the service, taking into account the inspection and photographic recording of the vehicle’s defects, drawing up a report with the possibility of submitting it to the court.

At the same time, the appraiser will not take into account that an assessment for registration of an inheritance is the only case when an inspection of the object can be avoided, because the calculation must be made as of the date of death of the testator.

No one has yet been able to go back in time and conduct an inspection on a similar date. Accordingly, specialized appraisers working in the field of assessment for inheritance will have tariffs optimized taking into account this fact.

Secondly, few appraisers are professionals in all areas of appraisal. For example, anyone is ready to evaluate a car, but such a specialist will need much more time to evaluate shares. This is reflected in the tariffs; in order to optimize the costs of their working time, such appraisers will raise prices for those areas that they have little knowledge of. The logic here is simple - I’d rather value three cars than spend half a day fiddling with stocks.

And some appraisers simply do not take on areas that they have not mastered. No, they won’t tell you that we don’t make such an assessment. But they will simply quote a price that is several times higher than the standard tariff (what if you agree?).

It should also be taken into account that any assessment requires at least one visit to the appraiser. And most often there are two visits - first he goes to hand over the documents, conclude an agreement, pay, and then again to pick up the finished report. This is all the time, effort and money spent on the road.

Valuation of property upon entry into inheritance in Moscow and the Moscow region

Registration of inheritance to obtain legal rights to movable and immovable property is a traditional procedure. Sooner or later, citizens of the Russian Federation are faced with this issue. Inheritance entails financial liability to the state: you will have to pay a fee established by law.

The state duty is 0.3% for direct heirs and 0.6% for others of the market value of the inherited property. The calculation is made on the date of death, and not on the current situation. There are benefits.

In this regard, the importance of a competent assessment of property when entering into an inheritance is undeniable, especially when it comes to megacities, where the cost of any object is high and financial fluctuations are noticeable.

Competency in assessing inheritance is necessary for everyone. Contacting specialists from the Platinum group of companies is a guarantee that the process will go smoothly and that the assessment will be accurate and objective.

Professional valuation of property upon inheritance

The Platinum group of companies specializes in independent assessment, independent examination, forensic examination, and legal services.

Based on the results of our activities in 2016, we are included in the list of the largest organizations operating in the Russian market of appraisal services, according to the RAEX Rating Agency (Expert RA).

When contacting us, customers have no doubt that they will receive a competent assessment for entering into an inheritance.

The length of presence in the specialized niche, the professionalism of the employees, many successful cases and grateful clients - all this increases the company’s reputation. An assessment of the value of property for a notary is carried out on the basis of Federal Law No. 135 “On Valuation Activities in the Russian Federation”, in accordance with established federal standards. An agreement is concluded to carry out the procedure.

More than 20 full-time Platinum specialists evaluate:

The result of the work of the company's employees is a written assessment report. All our specialists are members of the SRO, have a professional liability insurance policy for appraisers and other necessary documents, permits and approvals. Platinum professionals reduce the risks of complications to zero and help avoid disagreements.

What is the process of interaction on the issue of assessing property for inheritance?

Our appraisers always deeply study prospects and conduct the appraisal process with the utmost accuracy. They work responsibly in the interests of the client and achieve the most accurate results. After applying or receiving an application online or by phone, step-by-step work begins:

  • provision of documents for the subject of assessment
  • inspection of the facility at a convenient time if necessary
  • preparation of a report by an appraiser
  • handing over the document to the client

As a rule, there is no need to submit the subject matter for inspection. An assessment based on high-quality photographs, a set of documents that are sent by email or delivered to the company’s office by courier is acceptable. This allows us to serve clients in all regions of Russia today.

  • We will need the heir's passport, death certificate and document for the object of inheritance (registration certificate and PTS for the vehicle, certificate of ownership of real estate and/or registration certificate, license and registration certificate for weapons, extract from the register of shareholders, etc.).
  • We draw up an assessment act, an assessment report, and a certificate for a notary. The document is necessary for the correct calculation of the state duty. With it you receive a Certificate of Inheritance from the notary.
  • The standard execution time is 1-3 business days after receiving a set of documents from the client. A service for urgent report preparation within 24 hours has been introduced.
  • Payment for the assessment is your choice (cash, non-cash).

The company’s consultant will answer your questions, help you decide on the task and accept an application for an assessment of property upon entering into an inheritance. Call or write to us, and your doubts will be dispelled and your interests will be protected. We are waiting for your documents in the office, by post or courier.

See below for more detailed information on the valuation of various objects of inherited movable and immovable property.

Valuation of an apartment for inheritance

Appraisal of an apartment (room) 3 000 1-3 working days
passport of the customer (heir)
certificate of state registration of ownership of the apartment
technical documentation (technical passport)
death certificate of the testator of the apartment

Car valuation for inheritance

Valuation of a domestic car 2 500 1-3 working days
Valuation of a foreign car 3 000 1-3 working days
Trailer rating 1 500 1-3 working days
Valuation of a motorcycle, moped, quad bike 2 500 1-3 working days
Retro car from 5 000 1-3 working days
passport of the customer (heir)
vehicle passport
certificate of state registration of the vehicle
and/or certificate of state registration of the vehicle
death certificate of the testator of the apartment

Valuation of land, house for inheritance

Land assessment 3 000 1-3 working days
Home valuation 3 000 1-3 working days
Valuation of land and house 6 000 1-3 working days
passport of the customer (heir)
certificate of state registration of rights to a residential building and land plot
technical certificate
floor plan
cadastral plan of the land plot
owner's death certificate

Valuation of weapons for inheritance

Weapon assessment (standard domestic production) 2 500 1-3 working days
Weapon assessment (standard foreign production) 3 000 1-3 working days
Weapon assessment (piece) 5 000 1-3 working days
passport of the customer (heir)
Documents for weapons (permit to carry, passport or check)
owner's death certificate

Valuation of shares, securities

Valuation of shares (for 1 type) 5 000 1-3 working days
Mutual investment fund assessment (for 1 type) 5 000 1-3 working days
passport of the customer (heir)
extract from the register of share holder (copy) or shares (copy)
owner's death certificate

Business valuation

Business valuation from 5 000 1-3 working days
passport of the customer (heir)
Articles of association; Tax reporting for two years (balance sheet or declaration, if the organization uses the simplified taxation system (STS); Certificate of registration with the tax authority; Certificate of entry into the Unified State Register of Legal Entities; List of fixed assets (if there are movable and immovable property on the balance sheet) ;other documents if necessary.
owner's death certificate
Valuation of property upon inheritance Link to main publication