We check the value of property: valuation of inheritance and report for a notary

Kons AG LLC carries out valuations of all types of property for a notary.

Our specialists will prepare a report today, and the cost of the service will start from 2,000 rubles.

You receive a document drawn up in accordance with 135-FZ “On appraisal activities in the Russian Federation” and the norms of the Federal Security Service, as well as certified copies of documents from our company and the appraiser who performed the appraisal.

Delivery of the assessment report for inheritance is possible on the day of order.

Price - from 2000 rubles | Execution time: from 20 minutes | Delivery at courier service rates

Who has the right to conduct appraisal work?

To evaluate residential real estate, you can hire:

• State organization . BTI representatives will determine the investment value of housing, the market value of the apartment is calculated by the Cadastral Chamber.
• Non-governmental organization and private expert . But only organizations that have a license for this type of activity have the right to evaluate housing (other movable and immovable property). The expert group must include qualified appraisers, so it is worth checking in advance the reputation of the SRO, its permission to conduct appraisals, register the company, etc.

Where can I get an appraisal for a notary?

Specialists from Cons AG LLC will help organize this procedure with minimal time and money. The advantages of the company's proposal are obvious.

• The use of a proven methodology for conducting assessments for inheritance allows us to set affordable prices for the service and provide the client with a completed report on average within half an hour.
• You can be confident in the quality of the result. The company has been providing valuations for inheritance since 1999. At the same time, only category I specialists with at least three years of experience are accepted into the company’s staff.
• The activities of the enterprise are organized in full compliance with current legislation.
• The company and its specialists are members of the SRO Association “Expert Council” and the SRO Association “Russian Society of Appraisers”. Liability is insured by AlfaStrakhovanie JSC.

If you need an assessment of an inheritance for a notary, place an order right now on the Kons AG LLC website and receive a ready-made report today. Call for more information.

When are the services of an appraiser needed?

• Calculate the amount of state duty arising from the cost of the apartment.
• Division of an apartment into unequal shares arising from the cost of the apartment. Shared inheritance is one of the options for dividing housing. It becomes necessary if the owner did not leave a will and did not give orders regarding his real estate.
• Provide the appropriate paper to the court. The judicial authority can divide the housing among the heirs based on its value.

According to the law, appraisal work in an apartment is possible only after the death of the owner or his recognition as missing. The cost of the apartment is “tied” to the date of death of the owner/the date he was declared missing, and not to the date of this service.

Results

So, the market valuation of shares for a notary is carried out by an expert who has the appropriate qualifications and is a member of the SRO.
Based on the results of the assessment, a report is drawn up indicating the value of the shares included in the inheritance estate. Based on the obtained values, the amount of state duty payable by the heir to whom the assessed shares will be transferred is calculated. You can find more complete information on the topic in ConsultantPlus. Free trial access to the system for 2 days.

Procedure for heirs when assessing residential property

1. Selection of a suitable, licensed expert group with qualified employees. Pay attention to what former and current clients say about the appraisal firm in the services market, and in the housing market. The expert will not only have to evaluate the property, but also analyze the situation on the real estate market, etc.
2. The Expert and the Heir sign an agreement that stipulates the terms of the assessment, its cost, the address of the apartment, and the procedure for services. The contract must satisfy the needs of both parties and be mutually beneficial.
3. The expert conducts an assessment at any time convenient for the client. This type of service is usually provided from 9.00 to 18.00, but the contract may indicate another agreed time.
4. The appraiser has with him an agreement, a cash receipt for payment of services, and a receipt order. Without these papers, it is illegal to pay for services.
5. The expert receives all the documents for the apartment, the necessary data is entered into a separate act.
6. An expert determines the value of real estate using various professional methods.
7. If the examination took more than five working days, the Customer has the right to demand that the procedure be accelerated.
8. The client receives a report, which is a document for entering into inheritance rights.
9. The notary calculates the amount of the state duty based on the data specified in the report. The report can also be submitted to the court if there is a conflict between the heirs.

There are enough methods for estimating the cost of an apartment. State experts (BTI) usually use a method for assessing the value of an apartment on the real estate market. The real estate market is analyzed, this apartment is compared with similar apartments, and its average cost is derived. The average cost may be affected by various factors. Some experts make an assessment based on documentation for the apartment, but this is the wrong method - it gives an inaccurate result. It is used only when it is not possible to go to the apartment.

Why evaluate the value of property after the death of the testator?

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.

Coefficients affecting the cost of an apartment

The cost of the apartment is influenced by both the data specified in the documentation and the results of a visual inspection. Coefficients that are taken into account when assessing:

• Area of ​​the apartment (house, half of the house).
• Apartment layout.
• Real technical condition of the apartment.
• The number of floors of the building in which the apartment is located.
• Characteristics of the area.
• Technical condition of a residential multi-storey building.
• Location relative to infrastructure, metro, highway, etc.

What is the price?

The cost of the assessment procedure itself, like the price of an apartment, depends on several factors. Some of them:

• The city where the property is located;
• Qualification of a real estate valuation specialist for inheritance;
• Property area;
• Number of documents provided;
• Visit/non-visit by the housing appraiser, etc.

On average, this procedure costs the heirs 3-4 thousand rubles.

Attention!

Important: The notary's Valuation Certificate has a validity period, which is usually 6 months. Those. in fact, this period will coincide with the period for accepting the inheritance, which is also six months. But if this document was prepared not for a notary, but, for example, for the sale of a home or legal proceedings, the validity period is unlimited.

We strongly recommend that you use the services of government appraisers or appraisers; see the article below on how to choose the right appraiser.

Another important point is that if the inheritance is accepted by several heirs at once, then each of them pays for the work of the appraiser in proportion to the share of the inheritance received.

Documentation required to assess the value of the apartment

In the process of assessing the cost of an apartment, a specialist analyzes certain documentation. The customer is obliged to prepare in advance the following package of documents:

1. Title document. It indicates on what grounds the housing legally belongs to the person who inherited it. The deceased/missing owner could privatize residential property, purchase it, receive it as an inheritance or as a gift.

2. Technical documents:

1. Extract from the Unified State Register of Real Estate.
2. Cadastral passport of the apartment.
3. Certificate from the BTI form “11-a”.
4. Passport from BTI.
5. A document from the tax authority indicating the presence or absence of tax debts.
6. A document from the municipal authority, which indicates the presence or absence of debts on utility bills.

If you have received an apartment that has a lot of tax or utility debts, you have the legal right to refuse it. Sometimes the debt does not even cover the cost of the home sold at auction. Modern legislation does not provide for inheritance of property and waiver of debts associated with this property. Legal services for inheritance relations will help you resolve this difficult dilemma.

Documents for assessment

The number of documents will depend on what is being assessed. This includes:

• heir's passport;
• documents for inherited property confirming ownership (purchase and sale agreement, registration certificate);
• technical documentation;
• information about encumbrances;
• a certificate confirming the absence of debt;
• documents on shared participation in construction (if available).

If securities are subject to evaluation, a report is drawn up that includes a description of the state of the securities market, an analysis of the financial condition of the issuer, and calculation of the market value of the securities. As attachments, the report contains a photocopy of the organization's charter, documents on the number of share issues; financial statements for 3-5 years; the results of the audit report; information about assets, accounts payable and receivable; strategic plan for the development of the enterprise.

The testator has the right to obtain information about the price of the inheritance from several sources: government agencies, private organizations or from an independent appraiser.

If the property is located on the territory of another state, then the assessment is made at the location of the object by authorized persons of the same country.

How is the result of the examination formalized?

The report of an expert organization on the assessment of the cost of an apartment is a document. It must be formatted in a certain way and contain the following information:

• Description of all technical characteristics of the apartment.
• Analysis of the current situation in the residential real estate market.
• Description of the methodology used to evaluate residential property.
• Market value of housing.

The report will be legal if the following package of documents is attached to it:

• The actual report.
• A copy of the contract for the provision of this service.
• An act that describes the work done by the appraiser.
• Payment document – ​​a cashier's check or receipt confirming payment for the assessment services provided.

Methods of assessing real estate for accepting inheritance

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).

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 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.

According to experts, this method is the most accurate, since when it is used, the value of the inheritance is assessed not only according to the characteristics of the object, but also based on the situation regarding supply and demand in the market.

If a lawyer receives several documents that indicate different prices, the notary fee will be calculated based on the lower price.

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Validity period of the expert report on the cost of housing

The validity period of the report on the cost of the apartment is limited - it is six months. In six months, the situation on the real estate market may change: apartments periodically rise or fall in price. If you delay the deadline, you may need a new expert assessment, since the previous document will lose legal force. However, if the Report on the cost of the apartment is necessary for the court to resolve a dispute between heirs, it is an unlimited document. In this case, it is “tied” to the date of receipt of the inheritance.

Registration of an inheritance received is not an easy procedure, which is fraught with quite a few pitfalls. For example, a report on the cost of an apartment should be “tied” to the date of death of the previous owner, and not to the day the appraisal examination was completed. There are a lot of unscrupulous expert companies without a license and qualified specialists in the appraisal services market. If you realize that you cannot cope with your property obligations, seek the help of a lawyer online.

Transfer of rights under a will

The testator has the right to make a will and distribute the shares among the heirs. Not only close and distant relatives, but also friends and acquaintances can act as heirs. The testator can write any person into the will. And the distribution of securities after his death takes place in accordance with the drawn up will.

The will also indicates the number of securities that the heir will receive. But if the document does not contain information about the distribution of shares, the securities will be divided equally among the recipients.

Read the article “The borrower has died, who will repay the debts?”