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Subject:  Re: Co-op share valuation for estate tax Date:  7/9/2013  6:24 PM
Author:  irasmilo Number:  118829 of 127546


Your analysis matches mine. I wouldn't argue that an interpolated value is a better valuation than a contemporaneous appraisal, but I don't believe one is required to use the "best" valuation method, only one that is reasonable. But, I'm hung up on the fungibility issue. Although the stock certificate doesn't specify that the shares are "attached" to a specific unit, there is a separate Proprietary Lease that does.

As of now, this is just an interesting thought experiment. It will take evidence that this has actually succeeded before I would consider trying it.

Thanks for your thoughts.

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