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The Professional Art Appraisal: What Attorneys and Clients Should Expect

TASA ID: 412

Attorneys often require experts to value fine arts in connection with litigation proceedings. Appraisers who are experienced in detailed record keeping and who employ ethical research procedures will meet an attorney's needs. Appraisal experts who can also defend their value estimates under cross- examination can be useful in deposition and at trial. Attorneys will be pleased to discover that several of the best Accredited Senior Appraisers with designation in fine art from the American Society of Appraisers are also trained and experienced in litigation support.  Appraisal experts who follow the strict rules of the Uniform Standards of Professional Appraisal Practice are more likely to be the best expert in an art litigation case, for the attorney and the client.

BASIC FACTS

An appraisal is a legal document; it is as important as a will. It is the only way to accurately describe the value of your artwork. A properly prepared appraisal by a qualified appraiser will clarify questions of value under all circumstances. 

There are several different types of appraisals employing different types of value, and each one serves a specific need. Mixing them up or confusing one for another can lead to serious legal and economic consequences for the unwary consumer. An accredited appraiser will know the difference between Fair Market Value and Replacement Value and Marketable Cash Value. He/she will know how to determine each one, and which one is appropriate to a specific appraisal assignment. If your appraiser cannot talk intelligently about these types of value and cannot describe the research method used to determine these values, then you might want to consider looking for one who can.

Unlike refrigerators, automobiles, stereos and commercial furniture, it is often hard to place a dollar-and-cent value on artwork. Doing so involves research and calculation and documentation. This is the nuts and bolts of the appraisal profession. The value of an artwork or antique is rarely what you paid for it when you bought it. The appropriate value of a work of art is rarely what the seller's "certificate of authenticity and value" says it is worth.  Published "Price Guides" (Susan Theron's, Davenport's, Leonard's etc.) are useful guides for the amateur, but they do not offer sufficient information to conclude a certified appraisal. Estimating Fair Market Value or Replacement Value for one-of-a-kind works of art (by definition, they are irreplaceable!) is difficult and complex. That's why you hire a certified, accredited appraiser. You don't entrust your health to a snake charmer; you shouldn't entrust the valuation of your fine arts to amateurs or voyeurs either. Hire an appraiser who has been trained, tested, and certified through peer review by a respected national appraisal organization.

There was a time when the value of a painting or sculpture, like the value of art itself, was believed to be "in the eye of the beholder." That is no longer the case. The appraiser has to translate the appreciation for art into dollars and cents.

The appraiser has to be able to defend his value conclusion in writing and often in a court of law, before the rigors of Internal Revenue Service investigators, and attorneys representing a contrary view.

One of the key topics of appraisal certification by national organizations involves ethics. Certified appraisers have to take and pass an ethics exam. Uniform Standards of Professional Appraisal Practice spends several pages on ethics. Accredited appraisers are rigorously coached in adhering to ethical standards. The reason is obvious. If I tell you your painting is worth $500 and I buy it from you for $600, you are delighted. If I sell it for $6,000, you may never know. For this reason, appraisers who also buy and sell works of art they appraise have an inherent, built-in conflict of interest. An appraisal is an objective opinion, based on specified research criteria. 

DIFFERENT TYPES OF VALUE 

There are two types of value in common use by art appraisers, Fair Market Value and Replacement Value. Another type often used is called Marketable Cash Value. There are other types of value as well, (liquidation value, actual cash value, etc.), which are rarely used in fine art appraisals. 

Fair Market Value is required by the IRS (for charitable contributions and inheritance tax), and is the norm or apposite value employed in the banking and legal professions, and by the IRS. 

Fair Market Value is a legal term (defined in Black's Law Dictionary) and defined by the courts. In The Appraisal of Personal Property, Principles,Theories, and Practice Methods for the Professional Appraiser, the term is defined as "the price at which the property would change hands between a willing buyer and a willing seller, neither being under any compulsion to buy or sell and both having reasonable knowledge of relevant facts" (American Society of Appraisers, Washington, DC, 1994, p. 1). 

Other definitions of FMV specify that no time constraint is imposed on the sale and that the appropriate and relevant marketplace for the artwork be employed.Fair Market value is a hypothetical value, yet is the value that sophisticated people will agree to trade on. It is not necessarily wholesale or retail value, but it could be. What matters in setting Fair Market Value by professional fine arts appraisers is what a person with the money is willing to pay for the artwork when he or she knows all the facts about it, and is under no pressure to buy or sell. In other words, what a willing buyer is willing to pay a willing seller. 

Replacement Value is primarily used for insurance appraisals. It is "the price in terms of cash or other precisely revealed terms that would be required to replace a property with another of similar age, quality, origin, appearance and condition within a reasonable length of time in an appropriate and relevant market" (The Appraisal of Personal Property, Principles, Theories, and Practice Methods for the Professional Appraiser, American Society of Appraisers, p. 2). 

Replacement Value is the amount of money that an owner will charge for a desired item on short notice.  It is usually high-end retail value. There is usually a very great distance between FMV and RV, two important value types in the world of personal property appraisal. It is important to distinguish between them and to have the skills to do that in a written report.

Paintings and sculptures are often one-of-a-kind items and are not replaceable from a cache of exact replicas in a manufacturer's catalogue or warehouse. So "replacement value" has to be based on the current retail value of some very similar work of art. That is where the expertise of the accredited appraiser comes in. The appraiser must understand the artist, the style, and the relevant market in order to determine appropriate comparable works of art for use in calculating a replacement value for the one being appraised. The appraiser must be able to identify the relevant market. The local Good Will store is not the same market as Sotheby's international. A local auction in rural Kentucky is not the relevant market for a cutting edge avant-garde drawing.  The appraiser must have the education and experience to determine the appropriate market place for a specified item. He must also have access to the many databases of sale information from which to examine the thousands of sales that occur annually. 

ARE ART APPRAISERS LICENSED, LIKE ELECTRICIANS AND DENTISTS?

Unfortunately, there are no federal or state laws regulating personal property appraisal. While dentists, plumbers, real estate appraisers and butchers are regulated, licensed, and monitored by government agencies, personal property appraisers are not. Anybody, for whatever reason, can call himself an "appraiser of art," and many do. All that is about to change.

Within the last few years, several laws affecting fine arts appraisal have been passed, and several more are pending. This will affect the testing and certification of appraisers. These laws will effectively eliminate the employment of amateurs, conflicts of interest, and self-appointed "experts"  (Sarbanes-Oxley Corporate and Auditing Accountability, Responsibility and Transparency Act (H.R. 3763/S. 2673) passed by both the House and the Senate on July 30, 2002).

For now, the way to avoid the faux appraiser is to make sure your appraiser is certified by one of the three major appraisal accrediting organizations, ASA, AAA, ISA. 

These organizations offer classes, provide testing operations, and require peer review before awarding accreditation. They certify and re-certify their accredited members. An appraiser with the  "ASA" designation after his/her name has gone through a rigorous series of tests and a demanding peer review process. He/she has had to submit two appraisal reports (one for Fair Market Value, the other for Replacement Value) to a national board of reviewers. He/she receives the ASA designation only after having passed an ethics exam, four academic course exams, the Uniform Standards of Professional Appraisal Practice (USPAP) exam, and after having submitted two written reports to a peer review committee.  Lawyers and accountants undergo similar certification. ASA accreditation is enforced. The American Society of Appraisers recently withdrew its ASA certification from a long-time member precisely for violation of ethical practices

WHAT IS "A QUALIFIED PROFESSIONAL APPRAISER"

In my experience, QPAs working in fine art are often ex-museum curators and university faculty. They are often highly educated (MA or PhD) art historians, with years of research, publication, travel and commercial gallery experience who prefer to be on their own, as independent contractors. Some also teach; some broker fine arts. Most belong to one of three professional accrediting organizations, the American Society of Appraisers (ASA), the Appraisers Association of America (AAA), and the International Society of Appraisers (ISA), which administer examinations and require their members to adhere to strict ethical codes and regularly require re-certifying exams in specific fields. 

A good indication of the quality of an appraiser is the quality of the written report.  There are a number of components that should be included in the written appraisal report. A single page letter with no reference to the required elements of the Uniform Standards of Professional Appraisal Practice (professional appraisers refer to it as "USPAP") is simply not acceptable. See "What Are The Elements Of A Certified Professional Appraisal?" and "Contents Of A Qualified Professional Appraisal" later in this article. 

ARE ANTIQUE SHOPS AND ART GALLERIES QUALIFIED PROFESSIONAL APPRAISERS?

The kind of appraisal that will stand up in court and under IRS scrutiny is one that is well researched and documented by competent scholarship. It will be well reasoned in writing, organized according to USPAP standards, and documented according to verifiable data. While commercial art galleries can assist a professional appraiser, providing market records for artists and artwork they sell, few commercial galleries are qualified to authenticate, evaluate, describe or analyze the market for works of art outside the specific fields in which they deal.

The Internal Revenue Service (IRS) has very specific and detailed guidelines for what it defines as "qualified appraisers" for personal property.  In IRS Publication #561, the definition of a qualified appraiser is clearly stated. The publication describes five (5) types of individuals who cannot be qualified appraisers. These five types are those with potential conflicts of interest: a party to the transaction (the gallery who sold the property after a specified time; the owner of the property; a relative of the owner; the person who received the property as a gift; or a "hired gun" appraiser who is an employee of the property owner and does not appraise for others on a regular basis. In essence, the IRS strongly encourages adherence to USPAP and ASA guidelines. It is worth reading that section of the publication -available from any IRS office or on line at: 

http://www.irs.ustreas.gov/plain/forms_pubs/forms.html

A gallery selling contemporary art, for instance, would be an unlikely appraiser for a work of the Italian Renaissance or from 19th century Alaska. In addition, commercial art galleries are rarely disinterested in sale prices of artists and works they deal in. They usually have a built-in conflict of interest. Some galleries actually "guarantee" that an artist's work will appreciate at a certain rate. They offer "certificates of authenticity and value" to back their claims. Beware of any seller who guarantees future value. Appraisals by such dealers (because they rarely employ analytical narratives and rarely involve documented market research) are usually worthless.

While a few commercial art galleries have highly trained art historians on staff, even those that do are reluctant to allow their sales staff to spend time researching appraisal information and preparing lengthy reports following USPAP criteria. There are a few notable exceptions - and these galleries have staff with appropriate ASA, AAA, or ISA credentials. The few galleries or antique sellers with accredited appraisers on their staff may be qualified professional appraisers.

So while accredited professional appraisers may need to consult the records and market expertise of commercial art dealers, and to depend on the opinions of museum curators, critics, auction house staff and university faculty, the actual appraisal and the written report is best done by a qualified professional appraiser, who analyzes and evaluates opinions, whose allegiance is to professional standards, and whose responsibility is to his client. A qualified professional appraiser will avoid conflict of interest and will give honest values regardless of the consequences. If an art gallery employee or an antique dealer is a tested and accredited member of a major appraisal certifying organization, and if the appraisal report conforms to USPAP criteria, it is probably okay. If not...not.

 WHAT ARE THE ELEMENTS OF A CERTIFIED PROFESSIONAL APPRAISAL?

A written appraisal report should follow specific guidelines, based on USPAP:           

  • a letter of transmittal, which outlines the appraisal agreement, the scope of the job and the valuation approach used. 
  • a statement of purpose conveying the intended use of the report and the objective or type of value to be determined (e.g. retail replacement value for insurance appraisals, fair-market value for charitable contributions, estate tax valuation of property, etc.)
  • A clear definition of the type of value used and a market narrative for the type of art being appraised should follow this.
  • a list of limiting conditions and liabilities that might affect the valuation.

In order to be acceptable to the Internal Revenue Service, hold up in court, and have sufficient creditability to stand on its merits, a fine art appraisal report must contain certain pieces of information. These are well described in Internal Revenue Service publications (see IRS Publication 561 -Determining the Value of Donated Property) and in literature published by the American Society of Appraisers. For a summary of the USPAP rules, consult the American Society of Appraisers (www.appraisers.org). 

 Here are the basic elements:

CONTENTS OF A QUALIFIED PROFESSIONAL APPRAISAL

  1. detailed and accurate description of the property that is the subject of the appraisal report, along with measurements and photographs of each object 
  2. statement of the reason for the appraisal report
  3. statement of the contingent and limiting conditions to which the appraisal findings are subject
  4. description and explanation of the appraisal method used
  5. statement of the appraiser's disinterest
  6.  notation of condition of the objects appraised
  7.  appraiser's commentary addressing research methods used, valuation factors considered, and placement of the artwork within the artist's market
  8.  summary of provenance (or a history of the ownership and exhibitions in which the work was shown), because, if known, this can affect value
  9.  a certificate of appraisal and the appraiser's qualifications (resume), along with a statement of the code of ethics under which the appraiser practices (normally USPAP)
  10.  signature of the appraiser and inclusion of dissenting opinions, if any

If all of these pieces of information are included, you have a good chance of receiving a qualified professional appraisal. Don't hesitate to ask if a prospective appraiser follows the USPAP code. Don't hesitate to ask to examine a past (anonymous client) appraisal report to determine if these guidelines were followed.

HOW DO APPRAISERS DETERMINE THE VALUES THEY ASSIGN TO WORKS OF ART?

The appraisal methodology for personal property, including works of art, is not so different from that used to determine the value of real property. It is based on careful examination of the property in question. Everything is examined, studied, analyzed, and described in writing. Such considerations as style, condition, previous ownership, authorship, subject matter, size, authenticity, all play a role in assigning a value. Once the appraiser knows exactly what he/she has, the appropriate marketplace for the subject property can be ascertained. Then the appraiser can consult that market to determine if the subject artwork has ever sold and also look for comparable works that have sold recently. The appraiser adjusts values of the comparables to compensate for differences between the subject piece and the comparable being evaluated. Such things as quality, size, date, subject matter, complexity may all be different

During this process of identifying and analyzing comparable sales, the appraiser may consult experts or art historians specializing in a particular period or style. He/she may ask questions of museum curators, commercial gallery personnel, auctioneers, artists, and technicians, such as employees in bronze foundries, printing shops, architects and graphic designers. Sometimes there may need to be technical analysis of paint or canvas, or infrared or ultra violet light examination to assist with determining condition or authorship. Sometimes X-ray is necessary to answer questions that affect value. For some works of art, the appraiser will consult the Art Loss Registry and other databases to try to determine if the work was stolen

After deciding what kinds of questions to ask and what market to consult, the appraiser will perform the research and will gather data to guide in estimating what the subject work of art would sell for in the appropriate market at a given date. The appraiser will consider levels of taste, availability of like objects, rarity, cost of cleaning or repair, if needed, and the history of sales of close comparables. The appraiser will summarize these findings in a narrative that will serve as a convincing argument to defend the assigned value for that particular work of art. 

To summarize, "the appraisal process" calls for due diligence and considerable skill in carefully examining the subject work of art, properly identifying the work of art (author, style, medium, support, date, quality), determining which of many is the "relevant market," selecting appropriate comparables, analyzing the subject work of art and the comparables, adjusting for differences between the two, drawing value conclusions from these analyses, and writing a convincing narrative to defend the conclusion in a report that conforms to USPAP guidelines.

ARE THERE VALID ALTERNATIVES TO FORMAL, WRITTEN APPRAISAL REPORTS?

 For an appraisal to stand up against IRS scrutiny, or to withstand cross-examination by attorneys and their expert witnesses, a good written report following USPAP is necessary. Unfortunately, there are no quick and easy solutions to determining values for works of art. You have to do the research. 

There are times, however, when a client may want to obtain an idea of what a work of art is worth on the open market in order to guide a possible sale or to assist in deciding to purchase a work of art. Attorneys may want a "ball park" idea of the value of a single piece or collection or gallery inventory in order to advise a client.  In such cases, the attorney simply wants to consult with a certified appraiser to decide whether to engage a full, written formal appraisal. This consultation process can often answer many questions that will determine whether a professional appraisal is necessary.  I have consulted with many individuals who tell me they have a signed "painting" by a famous artist, only to learn after consultation that they have a "doctored" reproduction masquerading as an original.  In such cases, there is no need for a formal appraisal. The client pays a small fraction of what a formal appraisal would cost.

Such verbal consultations are offered all the time on programs like Antiques Roadshow broadcast on PBS. What is often not made clear to the audience is that the values offered do in fact benefit from most, if not all, of the accepted professional standards and USPAP regulations. You don't see the appraisers doing their homework, but they do it. These are not un-researched opinions. The appraisers are usually highly trained experts. They confer with colleagues, consult databases, read periodicals, are familiar with the relevant market on a daily basis, and are aware of the difference between "auction values" and "replacement values." The works they comment on have been carefully examined and researched - usually by several appraisal experts. 

I offer such verbal consultations, not certified appraisals, based on discussions with the client and on examination of photographs when distance is a factor. Verbal consultations are billed at the same rate as written appraisals, but they proceed much more quickly. They are appropriate to help in plans to buy and sell. They are not appropriate for insurance, IRS, loan collateral, or for divorce settlement.  I do this work with the understanding that a fully certified researched and written appraisal report may alter the values estimated. These verbal consultations are not appraisals; they are consultations, informal opinions based on limited information. 

 WHAT DOES A PROFESSIONAL APPRAISAL COST?

The only acceptable fee schedule is either an hourly rate, or an amount based on a "per object" fee, or a fixed amount for the complete report. Never pay a percentage of the appraised value, or agree to a fee contingent on the results of the appraisal or its application. Time spent depends on the complexity of the project, documented provenance of the work being appraised, the possibility of works being faked or forged, and the quality of records kept regarding acquisition or purchase. Insurance appraisals of artworks by a local artist, purchased from a local gallery within the last 20 years, never sold on the secondary market, always housed locally, are relatively simple appraisal assignments.  Older European or Latin American works of art, antiquities, works by high profile artists or often-imitated artists all require much more diligence and research. If the records for acquisition are questionable or absent, due diligence requires more thorough research, and this research, which involves skill and more time, also costs more money.  The insurance, legal and banking industries, as well as the U.S. Government (IRS), depend on accredited appraisers to come up with solid factual data to document their appraisals. Attorneys seeking help with art valuation and art valuation experts to follow up with deposition or trial work should expect nothing less than a credentialed professional.

The fees charged for an appraisal are an indication of the quality and professionalism of the appraiser. Again, look for the ASA letters after your appraiser's name. Confirm (www.appraisers.org) that that person does indeed have current accreditation. 

If an appraiser charges you for an appraisal based on a percentage of the final appraised value, (s)he will be tempted to appraise the work of art at the highest possible value. For these reasons, the Uniform Standards of Professional Appraisal Practice and all of the national certifying and accrediting organizations, as well as the IRS, specifically forbid charging on a percentage of the appraised value.

The appraisal profession is neither well known, nor well-understood, but it is a profession providing invaluable service to the art and legal community while maintaining the credibility of the art market.  Be sure to do your homework, however, and be sure the appraiser you hire has appropriate credentials, stands behind his or her work, and is worth the fee you pay.

This article discusses issues of general interest and does not give any specific legal or business advice pertaining to any specific circumstances.  Before acting upon any of its information, you should obtain appropriate advice from a lawyer or other qualified professional.

This article may not be duplicated, altered, distributed, saved, incorporated into another document or website, or otherwise modified without the permission of TASA.

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  • That was, however, one of the best and most interesting webinars I've seen in the last few years.  Thank you for hosting it and introducing me to such a knowledgeable and caring person." - Referencing the Medicolegal Consequences of Post-Traumatic Stress Disorder in Civilian and Military Populations webinar. 

    Lori Bauer Apodaca, The Law Office of Lori Bauer Apodaca, Los Lunas, NM 

  • I needed a dental malpractice expert to assist me in a complex negligence claim. The very able staff at TASA had no difficulty identifying a knowledgeable professional who rendered a reasonable opinion in support of the case, which aided our client in receiving a fair amount of compensation. I am grateful to TASA for its invaluable assistance!"

    John Hermina, Hermina Law Group, New York, Pennsylvania, Maryland & Washington, DC

  • For many years I have relied upon TASAmed to provide excellent medical malpractice experts. As a sole practitioner, I find it reassuring to know that a seasoned expert is just a call away. Usually, TASAmed has found just the right expert in a day or two. The support and guidance I receive from TASAmed is a vital part of my law practice, and I have come to expect both great service and high rewards from my TASA cases."

    Thomas J. Massey, The Thomas J. Massey Law Firm, Fallbrook, CA

  • The caliber of physicians that TASAmed has referred to us is superb. Prior referral groups used the same experts over and over again. With TASAmed I have access to experts all over the United States. I’m not limited to the same experts. The TASAmed staff is easy to work with and very professional, with an established track record. When I call for a medical expert, I’m called back the same day, and I often have an idea of what expert will be contacted before my first call is completed."

    Kari Alexander, Certified Legal Nurse Consultant, Texas

  • We hadn’t been able to find the medical expert we needed, and, frankly, I didn’t think we’d find one in that field. TASAmed was able to find us an expert with the exact expertise and medical experience we needed. Your referral advisor was very helpful and found our expert in one day."

    Kurt Osenbaugh, Partner, Alston & Bird, Los Angeles, CA

  • TASAmed’s service was prompt and efficient in connecting us with the right person. The expert was so cooperative and helpful. With how challenging it is to find a narrow area of medical expertise, it’s extra helpful to have your TASAmed pool to plug into instantaneously."

    Greg Roosevelt, Esq., Law Office of Greg Roosevelt, Edwardsville, IL

  • TASAmed has connected me to credible experts in four medical cases just this year. TASAmed and the referred experts respond quickly, the fees are reasonable, and the referrals are well tuned to the fields I request. Since the experts are already associated with TASAmed, they are comfortable having substantial conversations about the case, both before and after record review."

    Martin A. Cannon, Esq., Cannon Law Offices, Crescent, IA

  • I have used TASAmed a number of times and have always been happy with your give-and-take timeliness. Once I requested a medical expert in a particular field, but, after speaking with your referral advisor, we concluded that an expert in another field would be more effective. That same day, I spoke to two experts the advisor gave me, and I retained one."

    Mark A. Lope, Esq., Lope and Honlihan, Butler, PA

  • Very close to the time of trial, the TASAmed advisor quickly referred me to several experienced ER trauma physicians to review medical records and prepare me for cross-examination. After selecting my expert, I over-nighted records for review, and the doctor found valuable information for my client's defense. Thank you, TASAmed, for this timely, specific, valuable referral."

    Charles Morgan, Esq., Law Office of Charles L. Morgan, Jr., Charlotte, NC