On Wed, 21 May 2008 15:31:52 EDT, firenze5943[at]gmail.com
wrote:

- quote -

I like Estate Valuation & Pricing Systems, Inc. aka
Estateval. It is the service the IRS uses or at least they
used to use it. The web site is: http://estateval.com/.

Their pricing is provided on the site, usually $1.55 per
CUSIP. You have to provide the CUSIPs. Try this site for
CUSIPs:
http://activequote.fidelity.com/mmnet/SymLookup.phtml/. It
is free .

--
Drew Edmundson, CPA
Cary, NC

--
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"Ira Smilovitz" <iras1[at]aol.com> wrote in
news:48349343$0$7035$4c368faf[at]roadrunner.com:

- quote -

then print a report of some kind.


--
Best regards
Han
email address is invalid

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >

<firenze5943[at]gmail.com> wrote in message
news:3a87aa5b-c1e2-45a5-b4ec-4e2dd80e0d9c[at]25g2000hsx.googlegroups.com...
- quote -

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

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<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >

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

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >