Appraisals for Estate

Appraisals for Estate, Income, & Gift Taxes, & Charitable Contributions

  • The Estate of Grace D. Vorrath Gilmore
    A single-family residence and a residential subdivision, Atherton
    A retrospective appraisal performed for the Internal Revenue Service
  • The Estate of J. Casper Geyer
    Two self-storage facilities, Santa Clara and Santa Cruz
    Estate tax purposes; included valuations of undivided minority interests
  • The Estate of Melanie Barry
    Six commercial properties, Palo Alto and Mountain View
    Estate and gift tax purposes; included valuations of limited partnership interests
  • The Estate of Genia Cintz
    Two residential and four commercial properties, including a ground lease, Palo Alto
    Estate tax purposes
  • Real property owned by Piombo Construction Company, comprising a portion of the estate of Felix Siri
    Eight properties in San Francisco, Brisbane, San Carlos, Redwood City, and the unincorporated area of San Mateo County, including a mixed use development (office, retail, and marina) on a long term ground lease
    Estate tax purposes
  • The Estate of Rudolph S. Malmgren
    Two commercial properties, including a motel on a ground lease
    Palo Alto, California
    Estate tax purposes; included the valuation of limited partnership interests
  • The Estate of Mrs. William S. Floyd
    A fertilizer manufacturing plant and a warehouse
    Milpitas, California
    Estate tax purposes
  • The Estate of Mrs. Fredric F. Petersen
    Single-family residence, Menlo Park
    Estate tax purposes
  • The Estate of Mitsutero Nakashima
    The Estate of Mikiye Nakashima
    Oceanfront homesite in the Coastal Zone, unincorporated area of San Mateo County
    Estate tax purposes
  • Gift Real Estate Department
    Stanford University
    Retail property, Palo Alto
    Charitable contribution
  • WSJ Properties
    Donative sale of leasehold interest in office/research & development facility, Stanford Research Park, Palo Alto
    Charitable contribution
  • WSJ Properties
    Donative sale of leasehold interest in multi-tenant office complex, Stanford Research Park, Palo Alto
    Charitable contribution
  • WSJ Properties
    Donative sale of leasehold interest in single-tenant office/R&D complex, Stanford Research Park, Palo Alto
    Charitable contribution
  • Mr. John Dean
    Fair market value of a 2.4-acre portion of a 10.00-acre MOL parcel, Old La Honda Road, Woodside
    Income tax purposes
  • Bryn Roe Ostby, Esq.
    Fair market value of a historic preservation & conservation easement to be donated to the National Trust for Historic Preservation, Palo Alto
    Charitable contribution
  • The Estate of Angelo Siri
    Single-family residence, San Francisco
    Industrial property, Menlo Park
    Nine properties (commercial, apartments, single-family residential, commercial and agricultural land, potential residential subdivisions), East Palo Alto
    Estate tax purposes
  • The Estate of Ann Lausten
    Single-family residence, Sunnyvale
    Estate residential lot, Los Gatos
    Two commercial properties, East Palo Alto
    Estate tax purposes
  • The Estate of Vivian H. Herold
    Single-family residence used as a board and care home, San Jose
    Estate tax purposes
  • Mr. Frank Halden, Trustee
    Industrial property, Palo Alto
    Estate planning purposes
  • Mr. Donald C. Zepp, Trustee
    Maybelle Swanlund Trust
    Industrial property, Palo Alto
    Asset disposition, and arbitration of sale price under lease option to purchase
  • The Estate of Frank Barry, Jr.
    Six commercial properties, Palo Alto and Mountain View
    Estate planning and gift tax purposes; included valuations of family limited partnership interests
  • The Estate of Lester Tober
  • The Estate of Sylvia Tober
    Strip retail property, Cupertino
    Estate tax purposes; included the valuation of an undivided ½ interest

  • Mr. George Yerby
    Office building, San Francisco
    Estate planning and income tax purposes; included the valuation of a 54.94% general partnership interest
  • Bryn Roe Ostby, Esq.
    Single-family residence, Palo Alto
    Estate and gift tax purposes
  • Mr. Montgomery Kersten
    An 11.812-acre MOL parcel, comprising two rural home sites, Portola Valley
    Charitable contribution
  • Estate of James F. Bonaccorsi
    Apartments, El Granada
    Warehouse, San Francisco
    Industrial property, San Mateo
    Estate tax purposes
  • Lucas Trust Properties
    Automobile dealership, Hayward
    Income tax purposes
  • Estate of Louis Perri
    Five-acre MOL homesite and 460-acre MOL ranch, Pescadero
    Estate tax purposes
  • Lands of Duarte
    Restaurant, retail, single-family residences, multiple-family residences, agricultural lands, and small mixed use properties, including fractional interests, Pescadero
    Estate planning purposes, and formation of a LLC
  • Lands of Woodhill LLC
    Undeveloped land (potential five-lot estate residential subdivision), Woodside
    Charitable contribution
  • Lands of the Arata Trusts
    1,516-acre ranch, subject to land conservation and preservation easements, San Gregorio
    Estate tax purposes
  • Lands of the Brandel Trusts
    Residential condominium, Mountain View
    Single-family residence, Los Altos
    Distribution warehouse, North Fair Oaks, unincorporated San Mateo County
    Estate tax purposes
  • Lands of the Buzolich Trust
    Commercial ground lease, Campbell
    Restaurant, Santa Clara
    Single-family residence, Campbell
    Estate tax purposes
  • Lands of Fox Properties
    Commercial ground lease, San Jose
    Leasehold interests in office/R&D buildings, San Jose
    Mixed use (commercial/multi-family residential) and multi-family residential land, San Jose
    Estate planning purposes
  • Lands of Ram JAJ Enterprises, LLC
    104-unit apartment, Stockton
    52-unit apartment, South San Francisco
    Mixed use property (apartment/medical-dental office), San Leandro
    Estate tax purposes
  • The Woodhams Trusts
    Single-family residence, Palo Alto
    Included the valuation of a land conservation and historic preservation easement
    Income tax purposes, and a charitable contribution
  • Melanie Barry Properties, L.P.
    Five commercial properties, including transferable development rights, Palo Alto and
    Mountain View
    Gift tax purposes; included valuations of family limited partnership interests
  • The Windermere Trust
    Single-family residence, Menlo Park
    Estate tax purposes
  • The Zinola Family Trust
    Three-unit apartment, Santa Clara
    Estate tax purposes
  • The Mulholland Trusts
    Single-family residence, Redwood City
    Three fourplexes, Menlo Park
    Estae tax purposes
  • Jacobsen Charitable Trust
    Leasehold interest in office/R&D property
    Stanford Research Park, Palo Alto
    Charitable contribution
  • K Family Charitable Remainder Unitrust 2014
    W and J G Charitable Remainder Trust
    Four residences on a single parcel, Palo Alto
    Charitable contribution
  • Estate of W. Jack Kidder
    Office building, Palo Alto
    Estate tax purposes
  • Estate of Anthony M. Borgasano
    Commercial building and billboard, and single-family residence on abutting parcels
    Unincorporated San Mateo County

    Evaluation of a lease option to purchase exercised by the tenant

Fields marked with * are mandatory

Full Name: *

Email: *

Company Name:

Phone:

Mobile:

Fax:

Comments:

Address:

City:

State:

Country:

Zip Code:

Attachment:

Identification Code: *

captcha