ANTIQUE and PERSONAL PROPERTY APPRAISALS

Antiques and Personal Property Appraisals

Phone: 619-670-4455

Serving the San Diego and Palm Desert, California regions

Kathi Jablonsky, ISA CAPP is a Certified Appraiser of Personal Property with the International Society of Appraisers.  Designated in Antiques, Furnishings + Decorative Art (formerly Antiques and Residential Contents).  Member of the Desert Estate Planning Council.

Specialty in Art Glass.  Member of the National American Glass Club, Art Alliance for Contemporary Glass and past member of the Greater San Diego Depression Glass Club (1998-2004).

Kathi Jablonsky, ISA CAPP
Kathi Jablonsky, ISA CAPP

Eighteen years of personal property appraisal experience, since 1999.  Appraisals conducted for attorneys, CPAs, trustees, banks, fiduciaries, individuals, insurance companies, corporations, military, government and non-profit clients.  Full time personal property appraiser.  Previous experience working with estate sales and antique malls.

Appraisal reports are prepared in conformity with the ISA Code of Ethics and Report Writing Standards.

Appraisals are compliant with the current version of USPAP.  The Uniform Standards of Professional Appraisal Practice sets the standards of professional appraisal practice, technique, ethics and due diligence as set forth by the Appraisal Foundation.

Meets “Qualified Appraiser” requirements of the IRS for estate tax, donation and gift appraisals.

Creator and manager of the ISA Educational Opportunities Calendar.  Co-Editor of the Glass chapter for the ISA Antiques and Residential Contents course manual, revised 2009.  Experienced Appraiser Scholarship Recipient from the Foundation for Appraisal Education, 2005.  Past President & Treasurer of the Appraisers National Association.  Graduate of the College For Appraisers, 1999.

Bachelor of Arts degree from San Diego State University in Recreation Administration; Travel & Tourism emphasis.  Fifteen years of experience working in the travel industry.  Exposure to art, history, museums and cultures through worldwide travel.

Company History:

  • Kathi Jablonsky Consulting d/b/a Antique & Personal Property Appraisals.
  • Established in 1999.
  • Kathi Jablonsky, ISA CAPP is owner and a full time Personal Property Appraiser.
  • Offices in San Diego and Palm Desert, California.

Reference: The Collector’s Handbook

The Collector’s Handbook, 10th edition  is written by James Halperin, Gregory Rohan and Mark Predergast in conjunction with Heritage Auctions.  Updated in 2016,  it contains sections on administering, estate planning, evaluating and selling your collection.  There are good references in the appendices as well.  At 181 pages, there is a wealth of information and advice for collectors and their heirs on how to protect their investment.

There are discussions in several chapters about the importance of having your collection appraised for different reasons including insurance, planning, donation, selling, estate tax or division.  It also mentions the importance of using professional and qualified personal property appraisers.

The book is available by free download on the Heritage Auctions website (registration required) or by hard copy for a nominal fee.  I highly recommend taking the time to download and keep a copy of this handy reference book.

Resource:

The Collector’s Handbook,

2016 Revised Edition, Ivy Press, Inc.

 

 

 

Educational Opportunities for Appraisers and Collectors in California

AAA: Tour of the George & Dorothy Saxe Collection of Glass & Ceramics

August 30, 2016

San Francisco

 

Initiatives in Art & Culture: 18th Annual Arts & Crafts Conference:

The Arts and Crafts  Movement in Pasadena and Environs

September 22-25, 2016

 

ArtTable Tours: San Francisco

October 13 – 16, 2016

 

ISA: USPAP 7-hour Update for  Personal Property Appraisers

November 3, 2016

Alameda

 

Appraisal Course Associates: USPAP 7-hour Update for Personal Property Appraisers

Live on-line

various dates

 

 

STRENGTH OF THE CALIFORNIA ART MARKET

Artfix Daily ran a good article titled “Four Reasons Why Historic Art Remains Important To The California Market” written by the editorial staff at William A. Karges Fine Art.

The major points discussed regarding Early California paintings (1870-1940) are:

  1. Traditional art is self-sustaining
  2. It preserves our (California) history
  3. Historical art preserves our environment
  4. The market is strong

To read the full article, see the following link at Art Fix Daily:

Strength of the California Art Market

 

Insurance Coverage for Valuable Possessions

Your home / condo owners or renters insurance policy should be reviewed once a year to make sure your coverage is right for your current needs.  One of the most common mistakes people make is to assume their valuable possessions are covered under their standard property policy.  This is not true in most cases.

Some of the items that need extra protection include jewelry, furs, cameras, silverware, antiques, musical instruments, collections, fine art and manuscripts or books.  Some policies don’t cover breakage, so if you have a collection of art glass or porcelain you may need special coverage as well.

Additional protection can be obtained by purchasing scheduled personal property coverage or a floater / rider.   Rates are generally a small percentage of the total value of the items you are insuring.  To determine the value, you’ll need to provide a receipt or hire an independent appraiser qualified to appraise the type of items you have.

Everyone’s policy is different, so check with your insurer to determine your needs.   If you purchase new items you’ll need to add them to your policy as well.  Review your policy regularly.

Resources:

Insurance Coverage: Know Your Choices from A Homeowners Insurance Guide to Natural Disasters

What is Covered by Standard Homeowners Insurance? from the Insurance Information Institute

International Society of Appraisers

 

About the Author: Kathi Jablonsky, ISA CAPP is a certified appraiser of personal property designated in Antiques and Residential Contents with the International Society of Appraisers. She is based in Southern California and serves the San Diego and Palm Desert regions.

 

 

 

 

 

 

Death, Debt, Divorce, Disaster – The 4 D’s

We don’t like to think about it, but there are several situations where our art, antiques and collectibles will be affected in a major way.   Life’s events have a way of separating us from our possessions.

The Canadian Chapter of the International Society of Appraisers recently posted a good article on the subject titled “Not Till Death, Debt, Divorce Do We Part” by Julia McLaren.   It discusses the first three D’s and how proper planning and use of professional appraisers can assist during these times.

I would like add a fourth “D” to the list ….. disaster.  Our beloved objects can be damaged or in the worst case scenario, destroyed.  I discussed this subject in an earlier post titled  “Protecting Your Valuables from a Disaster”.

Protection of your collection and planning for the future is essential.  By having an inventory and professional appraisal, you can make informed decisions regarding insurance, donation, division or liquidation.  At the end of every episode of the TV show “Strange Inheritance” they remind us “you can’t take it with you”.

Appraisal Foundation’s Resource Page for Personal Property Appraisers

The Appraisal Foundation sets the guidelines for all appraisers and publishes the Uniform Standards of Professional Appraisal Practice (USPAP). 

They have added a new page to their website with resources for consumers seeking personal property appraisals.   The following is available:

Resources For Personal Property Appraisers

  • Links to major appraisal societies with searchable databases of personal property appraisers (including the International Society of Appraisers, of which I am a member).
  • Brochure titled “The Personal Property Qualification Criteria”, effective Jan. 1, 2018.
  • Informational brochures describing the process of valuation for different types of property including Gems and Jewelry, Fine and Decorative Art (see below), Machinery and Equipment.

Valuation of Fine and Decorative Art

Users of appraisal services are encouraged to take advantage of these informative resources.

FBI Warns Dealers, Collectors About Terrorist Loot

On Aug. 26th the following announcement was made:

The FBI is alerting art collectors and dealers to be particularly careful trading Near Eastern antiquities, warning that artifacts plundered by terrorist organizations such as ISIL are entering the marketplace.

“We now have credible reports that U.S. persons have been offered cultural property that appears to have been removed from Syria and Iraq recently,” said Bonnie Magness-Gardiner, manager of the FBI’s Art Theft Program.

The Bureau is asking U.S. art and antiquities market leaders to spread the word that preventing illegally obtained artifacts from reaching the market helps stem the transfer of funds to terrorists.

In a single-page document titled ISIL Antiquities Trafficking, the FBI asks leaders in the field to disseminate the following message:

  • Please be cautious when purchasing items from this region. Keep in mind that antiquities from Iraq remain subject to Office of Foreign Assets Control sanctions under the Iraq Stabilization and Insurgency Sanctions Regulations (31 CFR part 576).
  • Purchasing an object looted and/or sold by the Islamic State may provide financial support to a terrorist organization and could be prosecuted under 18 USC 233A.
  • Robust due diligence is necessary when purchasing any Syrian or Iraqi antiquities or other cultural property in the U.S. or when purchasing elsewhere using U.S. funds.

In February, the United Nations Security Council unanimously passed Resolution 2199, which obligates member states to take steps to prevent terrorist groups in Iraq and Syria from receiving donations and from benefiting from trade in oil, antiquities, and hostages.

Before purchasing an item from suspected areas, ask questions and verify:

  • Which country did this come from?
  • Do you have the proper paperwork?
  • What is the provenance or history of the object’s ownership?

Check stolen object databases.  Proceed with caution.  For the full article and links to important resources:  ISIL and Antiquities Trafficking

Three Major Appraisal Organizations Unite to Alert the Public to Risks Associated with Engaging Uncredentialed Personal Property Appraisals

Circle of Trust

A Circle of Trust has been established by the three major professional societies for personal property appraisers to jointly promote education to the public regarding the importance of using credentialed appraisers.  They include the International Society of Appraisers, American Society of Appraisers and the Appraisers Association of American.  The joint announcement states:

Members of these associations earn their credentials through a stringent admissions, training and testing process, are required to comply with IRS and AQB guidelines, adhere to a code of ethics, and to complete continuing education requirements. These qualifications provide a level of professionalism that is unmatched, and ensure the public that appraisals performed by an accredited appraiser are among the most reliable appraisals available.

All three organizations strongly urge the public to verify the educational and experiential background of an appraiser prior to retaining their services, and to be wary of red flags that indicate an appraiser may not be objective in conducting appraisals. These include charging for appraisals based on the appraised value of an item, or offering to purchase an item the appraiser has appraised. Professional, competent appraisers always conduct appraisals at “arm’s length,” without self-interest.

The full news release and contact information for the three societies can be found at PRSYNC.