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Piano Appraisers

  • 1.  Piano Appraisers

    Registered Piano Technician
    Posted 09-29-2016 12:13

    I have a customer who wants a "certified" piano appraisal. Does anyone know if the IRS certifies piano appraisers? This subject came up at our last chapter meeting but nobody was aware that there is an IRS classification for piano appraisers.

    Roger Gable

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    Roger Gable
    Gable Piano
    Everett WA
    425-252-5000
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  • 2.  RE: Piano Appraisers

    Registered Piano Technician
    Posted 09-29-2016 12:23
    Yes, there is such a thing. Russell Berkley here in San Diego is a certified piano appraiser. You can call him if you want to know more. 858 488-5810. I always refer people to him. His appraisals can stand up to the IRS or any court of law.
    Paul McCloud
    San Diego




  • 3.  RE: Piano Appraisers

    Registered Piano Technician
    Posted 9 days ago

    Actually I was mistaken.  Russell is not a licensed appraiser.  Another member of our chapter who is a licensed piano appraiser happens to be the San Diego Chapter President Brian Janey.  



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    Paul McCloud, RPT
    Accutone Piano Service
    www.AccutonePianoService.com
    pavadasa@gmail.com
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  • 4.  RE: Piano Appraisers

    Registered Piano Technician
    Posted 09-29-2016 13:49

    Roger.

     

    There is an RPT in New York who is a qualified appraiser with Appraisers Association of American. Has been in business for over 40 years. His name is Leopold Holder. He can be reached at 646 637-2266, leoholder3@yahoo.com. I have worked with him on a couple of occasions.

     

    Wim

     

     






  • 5.  RE: Piano Appraisers

    Registered Piano Technician
    Posted 09-29-2016 23:36

    I have worked with Rebecca Apodaca, ASA at A&D Music Certified Appraisers several times. She is located in Long Beach, CA. She is certified and can handle appraisals pretty much anywhere. 

    http://admusic.net/

    949-768-7110 

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    Geoff Sykes, RPT
    Los Angeles CA



  • 6.  RE: Piano Appraisers

    Registered Piano Technician
    Posted 09-30-2016 09:41

    Yes, I've had correspondence with Rebecca Apodaca:  she requires certain information and photos, and her appraisals start at around $500.  That, plus your fees to give her the info she needs.  I haven't had anyone go that route yet.  Linda

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    Linda Scott, RPT
    Portland, OR
    503-231-9732



  • 7.  RE: Piano Appraisers

    Registered Piano Technician
    Posted 09-30-2016 10:13
    Even though that figure sounds like a lot, when there is a significant amount of money at stake, or the risk of getting an audit, it's prudent to have the proper documentation and certification at hand. Even though we sometimes do appraisals, we must be aware that there is some risk to ourselves if we make declarative statements in regards to the value of the instrument we are evaluating. Sometimes we are asked to inflate the value so that the owner can deduct more on their taxes. If we say, "This piano is worth such and such dollars", and they get audited, we may be called to substantiate our statement. A wild guess isn't good enough, and we could be liable for making a false statement. So when insurance companies want an appraisal, or the IRS comes knocking, having the right person making the determination along with proper documentation to go along with it are essential. If someone asks me to give a valuation for their piano, I always ask if it's for legal or insurance purposes or if it's just to know what they could sell it for. If there is any doubt, I always refer it to Russell. I could have gone through the certification process like he did, but I don't buy and sell pianos like he does, and has done for more years than I've been a tech. I don't know what he charges for this service, or what he requires in the way of photos, etc. I'm now curious, and I'll ask him next time I get a chance.
    Paul McCloud
    San Diego



    Yes, I've had correspondence with Rebecca Apodaca: she requires certain information and photos, and her appraisals start at around $500. That, plus your fees to give her the info she needs. I haven't had anyone go that route yet. Linda




  • 8.  RE: Piano Appraisers

    Posted 10-01-2016 20:51

    I am be mistaken - not a CPA - but this discussion should only pertain to appraisals above $5000, right? 

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    Vincent Chambers
    Chico CA
    530-924-4469



  • 9.  RE: Piano Appraisers

    Registered Piano Technician
    Posted 10-01-2016 21:10

    Yes, and only if it's a donation to a non profit. Or if it's involved in an insurance claim. It might even be needed if it's involved in probate or a divorce, but I've never heard of that. 

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    Willem "Wim" Blees, RPT
    Mililani, HI 96789



  • 10.  RE: Piano Appraisers

    Registered Piano Technician
    Posted 10-01-2016 23:58

    Regardless of value, I believe that if you are wanting to donate the piano and use it as a tax write off, or if you want to declare a value for insurance purposes, then the IRS demands that you obtain a value through a certified appraiser, who will also complete and file the necessary documents. This may apply to other situations as well. As I understand it this is a relatively new law in the last maybe five or six years. If you are simply wanting to buy it, or sell it, then the value is completely negotiable. 

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    Geoff Sykes, RPT
    Los Angeles CA



  • 11.  RE: Piano Appraisers

    Registered Piano Technician
    Posted 10-02-2016 00:32

    Geoff

    if I recall, the law has been on the books for over 15 years. But it's only been in the last 5 years that it's been enforced.  Too many people were donating $200 Kimball spinets and taking a $5000 write off.   

    The insurance companies were also cracking down on paying way too much to refurbish instruments that were worth a fraction of their actual value. 

    And yes, this does not apply to private sales. There it's buyer beware. 

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    Willem "Wim" Blees, RPT
    Mililani, HI 96789



  • 12.  RE: Piano Appraisers

    Registered Piano Technician
    Posted 10-02-2016 09:01
      |   view attached
    A few years ago I put the attached document together using some standard appraisal information as required by the IRS.  I haven't run it past an attorney and haven't dealt with any values over about 12K.  I'm sure some of you legal types could find some problems with it.  I don't charge $500 for this information, but do charge a fee for the time spent.  Feel free to use it if it suits you.

    Gary Bruce, RPT




    Attachment(s)



  • 13.  RE: Piano Appraisers

    Registered Piano Technician
    Posted 10-02-2016 15:14

    Gary

    Your document does come close to satisfying the IRS, but when Leo does this for me, he requires detailed pictures of various parts of the piano, including the action, and an in-depth description of the condition of the piano. When he reviews all this information, he also makes a full report of comparable pianos, not just, "this piano is comparable to.." As I mentioned, earlier, Leo has a certificate from the Appraisers Association of America. In order to get a certificate from them you have to pass a series of exams. Basically you learn how to write in "legalese".

    I'm not saying your appraisal form is not legal, but when it comes down to preparing a document for the IRS, and the insurance industry, I want to make sure I've for all my bases covered.

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    Willem "Wim" Blees, RPT
    Mililani, HI 96789



  • 14.  RE: Piano Appraisers

    Registered Piano Technician
    Posted 8 days ago

    Thank you Mr. Bruce. And thank you as well Mr. McCloud. Your timely update to this thread led me to Mr. Bruce's post just as I needed to prepare an evaluation for a client this morning. I downloaded the Generic Piano Appraisal docx and it made for an excellent template which saved me at least an hour versus doing one from scratch. Remarkably useful this PTG thing occasionally.



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    Karl Roeder
    Pompano Beach FL
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  • 15.  RE: Piano Appraisers

    Member
    Posted 7 days ago
    According to the instructions for Form 8283, Non-cash Charitable Contributions, page 8 of the Dec 2024 version(& to respond to Vinny's comment), "You must include with your return a qualified appraisal of any single item of clothing or any household item that is not in good used condition or better for which you are claiming a deduction of more than $500. Attach the appraisal and Section B to your return." The IRS defines who is a qualified appraiser. The appraisal also becomes a signed part attached to the donor's tax return. It is also not the responsibility of the donee to provide that information. The donee merely provides that the item was received. The courts have also upheld that these deductions are not allowed if the proof of the donation is not received before the due date of the return(including extensions) or the date the return is filed, whichever is earliest.

    John Gallen, E.A.
    (860)428-6045 CELL
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