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Jewelry appraisal, Solheim - September 17, 2024

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                                                                                        88 Monona Mews, Suite 2
                                                                                              Madison, WI 53703

Solheim Gem Appraisal                                                                             (608) 555-0147
                                                                                            solheimgem.example




Appraisal of Jewelry for Insurance
Prepared for: Margaret A. Ostrander and Raymond C. Ostrander, 1846 Hawkstone Drive,
Madison, WI 53711

Date of examination: September 17, 2024

Purpose: Retail replacement value, new, for scheduling on an insurance policy

Appraiser: Ingrid Solheim, Graduate Gemologist. The appraiser has no interest in the articles
and does not buy or sell jewelry.

 No.   Article             Description                                                        Replacement
                                                                                                     value

 1     Lady's diamond      Round brilliant, 0.72 ct, H color, VS2 clarity; 14k                     $4,900.00
       solitaire ring      yellow gold six-prong mounting; engraved "R.C.O.
                           to M.A.H. 8-20-77"

 2     Lady's wedding      14k yellow gold, 3 mm, 2.9 g                                              $650.00
       band

 3     Gent's wedding      14k yellow gold, 6 mm, 6.4 g                                              $900.00
       band

 4     Lady's diamond      Old European cut, 0.58 ct, J color, SI1 clarity; 14k                    $3,750.00
       solitaire ring      white gold filigree mounting, about 1948

 5     Lady's sapphire     Oval blue sapphire, 2.10 ct, Ceylon, heated; 18                         $6,800.00
       and diamond ring    round diamonds, 0.36 ct total; 18k white gold

 6     Cultured pearl      51 Akoya pearls, 7.0 to 7.5 mm, good luster; 18 in.;                    $1,900.00
       strand              14k yellow gold clasp; restrung 2015

 7     Brooch (sølje)      Norwegian 830 silver with gilt spoons, Bergen                           $1,150.00
                           maker's mark, about 1920

 8     Gent's wristwatch   Omega Seamaster automatic, 1968, stainless steel,                       $4,150.00
                           reference 166.010, movement 26418337; serviced
                           2021; original dial

 9     Diamond stud        Two round brilliants, 0.50 ct total, I color, SI1 clarity;              $1,850.00
       earrings            14k white gold screw backs
No.     Article             Description                                                 Replacement
                                                                                               value

10      Diamond tennis      44 round brilliants, 2.00 ct total; 14k white gold; 7          $4,300.00
        bracelet            in.; safety clasp

11      Locket and chain    10k yellow gold, engraved oval, about 1915; 20 in.               $780.00
                            chain

12      Gent's class ring   10k yellow gold, blue spinel, University of                      $540.00
                            Wisconsin-Platteville 1975

13      Cameo brooch        Carved shell, 10k gold frame, about 1930                         $420.00

14      Diamond solitaire   Round brilliant, 0.40 ct, I color, SI1 clarity; 14k white      $1,450.00
        pendant             gold; 18 in. chain

15      Lady's wristwatch   Bulova, 14k yellow gold case, 1977, not running;                 $310.00
                            valued for its gold

                            Total, 15 articles                                            $33,850.00


Notes
  This appraisal replaces my appraisal of November 3, 2016. Article 5 was bought in 2017
  and was not part of that appraisal.
  Five further pieces were examined and, at the owners' request, not appraised: a Hamilton
  wristwatch, an enamel pendant, a pair of pearl drop earrings, a pair of gold-filled cufflinks
  and a silver charm bracelet.
  One prong on article 1 is worn and should be retipped.
  Values should be reviewed every three to five years.

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Jewelry appraisal, Solheim - September 17, 2024 Document · saved Sep 20, 2024

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Planted

near_duplicate Each current policy sits next to last year's. Peg has an old and a new passport. Two diamond solitaire rings, hers and her mother's. Old and new doses of the same drug. Two jewelry appraisals eight years apart, whose names no longer say which is current. Two years of the accountant's summary. The 2019 wills and the 2003 ones are both still in the grey box, per two notes. Not every expired policy is labelled as such any more; the dates say it.

only_in_file Facts that are in no record field but overlap across files, in different words. The appraised values of the Omega ($4,150) and the pearls ($1,900) are in the 2024 appraisal and on the valuables schedule; the 2016 appraisal has older figures. The successor trustees and the specific gifts are in the trust. What happens to the cabin is in the trust (sold), in the amendment that replaced that paragraph (kept by the three children; the saved amendment is a scan with no text) and in the lawyer's letter that explains the amendment. Ray's 2026 required withdrawal ($28,012.02) is on the IRA statement and in the advisor's letter, and the 2025 tax summary gives it as "about $28,000". The porch change order is in the contract; the receipt says only that the porch came in $800 over.

mismatch The 2026 valuables schedule lists the sapphire ring at $4,600, its 2017 purchase price. Every other item was updated to the September 2024 appraisal, which values the ring at $6,800. The ring is under-insured by $2,200. The appraisal is right about the value; the schedule is right about what is insured.

attachments.yaml 
record: doc-appraisal-jewelry-2024
template: document
style: statement
org:
  name: Solheim Gem Appraisal
  lines:
  - 88 Monona Mews, Suite 2
  - Madison, WI 53703
  phone: '6085550147'
  web: solheimgem.example
  color: '#3f3a60'
title: Appraisal of Jewelry for Insurance
body: "**Prepared for:** Margaret A. Ostrander and Raymond C. Ostrander, 1846 Hawkstone Drive, Madison,\
  \ WI 53711\n\n**Date of examination:** September 17, 2024\n\n**Purpose:** Retail replacement value,\
  \ new, for scheduling on an insurance policy\n\n**Appraiser:** Ingrid Solheim, Graduate Gemologist.\
  \ The appraiser has no interest in the articles and does not buy or sell jewelry.\n\n| No. | Article\
  \ | Description | Replacement value |\n|---|---|---|---|\n| 1 | Lady's diamond solitaire ring | Round\
  \ brilliant, 0.72 ct, H color, VS2 clarity; 14k yellow gold six-prong mounting; engraved \"R.C.O. to\
  \ M.A.H. 8-20-77\" | $4,900.00 |\n| 2 | Lady's wedding band | 14k yellow gold, 3 mm, 2.9 g | $650.00\
  \ |\n| 3 | Gent's wedding band | 14k yellow gold, 6 mm, 6.4 g | $900.00 |\n| 4 | Lady's diamond solitaire\
  \ ring | Old European cut, 0.58 ct, J color, SI1 clarity; 14k white gold filigree mounting, about 1948\
  \ | $3,750.00 |\n| 5 | Lady's sapphire and diamond ring | Oval blue sapphire, 2.10 ct, Ceylon, heated;\
  \ 18 round diamonds, 0.36 ct total; 18k white gold | $6,800.00 |\n| 6 | Cultured pearl strand | 51 Akoya\
  \ pearls, 7.0 to 7.5 mm, good luster; 18 in.; 14k yellow gold clasp; restrung 2015 | $1,900.00 |\n|\
  \ 7 | Brooch (sølje) | Norwegian 830 silver with gilt spoons, Bergen maker's mark, about 1920 | $1,150.00\
  \ |\n| 8 | Gent's wristwatch | Omega Seamaster automatic, 1968, stainless steel, reference 166.010,\
  \ movement 26418337; serviced 2021; original dial | $4,150.00 |\n| 9 | Diamond stud earrings | Two round\
  \ brilliants, 0.50 ct total, I color, SI1 clarity; 14k white gold screw backs | $1,850.00 |\n| 10 |\
  \ Diamond tennis bracelet | 44 round brilliants, 2.00 ct total; 14k white gold; 7 in.; safety clasp\
  \ | $4,300.00 |\n| 11 | Locket and chain | 10k yellow gold, engraved oval, about 1915; 20 in. chain\
  \ | $780.00 |\n| 12 | Gent's class ring | 10k yellow gold, blue spinel, University of Wisconsin-Platteville\
  \ 1975 | $540.00 |\n| 13 | Cameo brooch | Carved shell, 10k gold frame, about 1930 | $420.00 |\n| 14\
  \ | Diamond solitaire pendant | Round brilliant, 0.40 ct, I color, SI1 clarity; 14k white gold; 18 in.\
  \ chain | $1,450.00 |\n| 15 | Lady's wristwatch | Bulova, 14k yellow gold case, 1977, not running; valued\
  \ for its gold | $310.00 |\n| | | **Total, 15 articles** | **$33,850.00** |\n\n## Notes\n\n- This appraisal\
  \ replaces my appraisal of November 3, 2016. Article 5 was bought in 2017 and was not part of\n  that\
  \ appraisal.\n- Five further pieces were examined and, at the owners' request, not appraised: a Hamilton\
  \ wristwatch, an enamel\n  pendant, a pair of pearl drop earrings, a pair of gold-filled cufflinks and\
  \ a silver charm bracelet.\n- One prong on article 1 is worn and should be retipped.\n- Values should\
  \ be reviewed every three to five years.\n"