Shirley Baumann, ISA, CAGA, CES
We can handle your job whether you have one special piece, a prized collection or a home full of antiques.
Why have a certified appraisal?
Appraisals are done for many reasons, including:
 | insurance |
| estate settlement |
| charitable giving |
| pre-sale estimates |
| division of property for divorce, etc |
What should I expect from an accredited appraiser?
When you contract with Heirloom Appraisal we will:
| Inspect your items in person. A photograph just won't do. |
| Photograph your items with a digital camera and make notes about size, condition, and other other pertinent information |
| Conduct research on your items |
| Prepare a written report which includes market analysis, legal definition of valuation type, certification document, appraiser's credentials, inventory analysis and identifying photos. You will receive two copies of the report. |
| NOTE - Please do not send photographs! I cannot appraise from photographs and I cannot be held responsible for returning photographs you send. |
What questions should I ask?
| What are your qualifications and training? |
| Are you certified or accredited as an appraiser? |
| What related professional organization do you belong to? |
| What are your areas of expertise? |
| Do you use a written contract? |
| Do you use consulting specialists? |
| Have you completed the USPAP (Universal Standards of Professional Appraisal) Course? |
What are your qualifications?
| Shirley Baumann, ISA AM, CAGA, CES, BAS |
Shirley is an accredited member of the International Society of Appraisers and is certified by the Appraisers Guild of America. She has also earned the designation Certified Estate Specialist from the National Auctioneers Association. She has been conducting professional appraisals for over eight years and is Wisconsin Registered Auctioneer #2135. Shirley has also been an antiques dealer for 16 years.
Shirley is also qualified to conduct tax appraisals for estate tax or charitable donation purposes. Appraisers must have successfully completed the USPAP (Universal Standards of Professional Appraisal) Course offered by the IRS in order to conduct tax appraisals. This is a new law, so be sure your appraiser is appropriately qualified for tax appraisal work.
She has also successfully completed the Universal Standards of Professional Appraisal Practice class, which is required for appraisers conducting tax appraisals. Insurers and others are also appreciative of the course work. If you need an official appraisal, look for someone who has completed USPAP.
Contact Information
| Telephone (608) 241-2615 |
| Address Madison, WI 53704 |
| E-mail shirleybaumann@charter.net - NOTE - Do not email unsolicited photographs. |
What do you charge for appraisals?
Our appraisal fees are based on an hourly rate. An appraiser should never charge you a percentage of what s/he says is the value of your property. Expect to pay a one hour minimum rate and to pay for the time spent conducting the inventory and taking photos at that initial visit. You will also be expected to pay for the work done prior to receiving the written report. Call for the current hourly rate.
Additional expenses which will be charged to the customer include travel time, postage to mail report, parking if applicable, long distance phone charges, additional copies of the report, associate's time if necessary and other direct expenses.
If you become involved in legal proceedings and need Heirloom Appraisal to defend the appraisal report, time spent preparing for and testifying in court, will be billed at the regular hourly rate.
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