Use this sheet to define the assignment and organize evidence. The appraiser supplies the valuation; this worksheet does not calculate one.
Print this sheet and fill it in by hand. Use one sheet per piece or project; store completed copies privately with the supporting documents.
Private piece ID; short description; report recipient; insurance, sale, estate, or other purpose.
Requested effective date; recipient requirements; value basis to confirm with the appraiser.
Photograph filenames; receipts; laboratory report numbers; provenance documents; previous appraisal date.
Repairs, replacement stones, resizing, condition issues; distinguish family recollection from documentation.
Name/contact; relevant credentials; inspection method; laboratory work; fee and completion date.
Intake receipt; transport/storage arrangements; assumptions or estimates that need explanation.
Report received/date; description checked; recipient acceptance; next review trigger.