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What is the jewelry worth altogether?

q101 questions.yaml · questions.yaml:127 thingsdocumentsfiles

Question

What is the jewelry worth altogether?
A good answer

$33,850, the total of the 15 pieces in the September 17, 2024 appraisal. Two of those values (the Omega and the pearls) are in no record, only in the appraisal and on the valuables schedule, so the total cannot be reached from the records alone. The 2016 appraisal's $22,490 is the older one and must not be used. Five pieces have no appraised value.

33,850

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Supporting records

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

Whose: Ingrid Solheim (document_subject)
created2024-09-20
folderfolder-appraisals
about
- ingrid-solheim
nameJewelry appraisal, Solheim - September 17, 2024
Whose: Ingrid Solheim (document_subject)
created2016-11-07
folderfolder-appraisals
about
- ingrid-solheim
nameJewelry appraisal, Solheim - November 3, 2016
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.

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.