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Posted by Han on May 21, 2008, 8:02 pm
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> .
>>I am an executor of an estate and our attorney has asked that I
>> provide the value of the securities at dod as well as 6 months later.
>> (this will be used for estate taxes) This of course can easily be
>> obtained from many sites giving the closing price for each security
>> one at a time. I would like to list these on one sheet as a
>> portfolio and have the site them value this portfolio.
>> Is there such a site? Thanks Liz
>
> While there are professional services that can do this for you, it
> isn't as simple as you might think. The valuation price is the average
> of the high and low price for the day, not the closing price. Should
> the date of death (or alternative valuation date) fall on a weekend,
> you have to prorate the price between the appropriate valuation prices
> on the closest dates either side of the target date. See the
> instructions for Form 706 for more details.
>
> Ira Smilovitz
>
> Ira Smilovitz
>
If I had to do this, I'd download historical security prices in Quicken,
then print a report of some kind.
--
Best regards
Han
email address is invalid
--
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