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I want the same inventory for the Madison house. Everything of value, please.

q099 questions.yaml · questions.yaml:105 thingsfinancedocumentsfiles

Question

I want the same inventory for the Madison house. Everything of value, please.
A good answer

Forty-six items are linked to the Madison house: 18 electronics, all 20 pieces of jewelry and 8 pictures. A good answer lists all of them with serial numbers, dates, prices and values where they are saved, or states plainly that the list is partial and how many are missing. It should not include the 12 items kept at the cabin. Jewelry has no price or value field, so those come from the descriptions, the receipts and the 2024 appraisal; for the Omega and the pearls the value is in the appraisal and on the valuables schedule only.

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Supporting records

The records the answer rests on, from from, with whose they are.

Whose: Peg Ostrander (assign_to), Ray (assign_to), Marlene Dvorak (assign_to)
nameHawkstone Drive (home)
typePrimary residence
year_built1962
address
variant: Home
street_address_1: 1846 Hawkstone Drive
city: Madison
state: Wisconsin
postal_code: '53711'
contacts
- me
- ray
- marlene-dvorak
propertyhouse-madison
nameFamily room television
manufacturerLG
modelOLED65C3PUA (65-inch OLED)
serial_number308RMKX4T917
purchase_date2023-11-24
purchase_price1596.99
descriptionOn the oak console Ray built. Black Friday at Brightline Electronics, with their five-year protection plan. For the insurance list I put it at about $1,100 today.
propertyhouse-madison
nameRay's hearing aids
manufacturerPhonak
modelAudeo Lumity L70-R (pair, with charger case)
serial_numberL 2302N4K8T / R 2302N4K9B
purchase_date2023-03-16
purchase_price4890.00
descriptionFitted by Kelsey Vanderhoef. Two serial numbers, left and right. Medicare and the supplement paid nothing. Kelsey says a like pair would be about $5,200 today.
propertyhouse-madison
nameSewing machine
manufacturerBernina
model570 QE with embroidery module
serial_numberB57-4418206
purchase_date2017-06-24
purchase_price3499.00
descriptionMy retirement present to myself, from Stitchery Lane. Upstairs back bedroom. Serviced every other March. About $2,400 now, per the shop.
propertyhouse-madison
nameTable saw
manufacturerSawStop
modelPCS31230 (3 hp Professional Cabinet Saw)
serial_numberP164210773
purchase_date2016-04-02
purchase_price3299.00
descriptionIn the garage shop, from Millrace Tool & Supply. The electrician added a 230 V circuit for it. Ray says $4,100 to replace new; used, about $2,500.
propertyhouse-madison
titleMy engagement ring
typeRing
material14k yellow gold, diamond
descriptionRound brilliant diamond solitaire, 0.72 ct, six-prong setting. Ray bought it at Brekke Jewelers in La Crosse in May 1977 for $1,150. Engraved inside R.C.O. to M.A.H. 8-20-77. Appraised at $4,200 in 2016 and $4,900 in September 2024. I wear it every day.
propertyhouse-madison
titleSapphire anniversary ring
typeRing
material18k white gold, sapphire, diamonds
descriptionOval Ceylon sapphire, 2.10 ct, in a halo of 18 small diamonds (0.36 ct total). Ray bought it at Hartwig & Daughters on August 12, 2017, for $4,600, for our 40th. Appraised at $6,800 in September 2024. It has to go in every six months for the prong check or the care plan lapses.
propertyhouse-madison
titleLake Mendota, November
mediumoil
descriptionOil on canvas by Harriet Lindgaard (1921-2004), painted 1978, signed lower right. Over the living room fireplace. Bought at Windrow Gallery. Value is Russell Tegtmeier's, October 2021.
purchase_date1994-10-22
purchase_price1800
current_value6500
dimensions24 x 36 in
Whose: Ingrid Solheim (document_subject)
created2024-09-20
folderfolder-appraisals
about
- ingrid-solheim
nameJewelry appraisal, Solheim - September 17, 2024
Traps it covers

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.

two_of_a_kind Two houses, each with its own policy, deed, tax bills and contents. Each policy has its own rule about freezing while the place is empty, with different numbers. Three cars, one of them sold. Two dogs, one of them dead.

too_many Receipts (338), health records (77), bills (52), service receipts (38), warranties (31), vaccinations (28), mileage readings (26), electronics (26), jewelry (20). A question about "all" of any of these cannot be answered from a partial read; a good answer gives the whole list or says the list is partial.

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.

note_contradicts_record The note copies the Bernina's serial number as B57-4481206, with two digits swapped. The record has B57-4418206. The record is right.