probate.report

Use cases / Tax

Estate Tax Valuation

IRS Form 706 or state inheritance filing for an estate that held minerals.

Estate attorney, CPA, mineral appraiser. The work gets pulled when decedent owning mineral interests passes; estate exceeds federal or state filing threshold.

The estate has to enumerate every mineral tract, every owned fraction, and every prior probate to back into fair market value.

Workflow

  1. Compile decedent's mineral schedule from records and prior 1099s
  2. Trace each fractional interest back through prior probates
  3. Obtain a qualified appraisal (DCF or market comp)
  4. File 706; state inheritance filings as applicable

Also called: estate tax · mineral estate valuation · 706 mineral · estate inventory

Related

Document

Probate

The court-supervised process of administering a deceased person's estate.

Use case · M&A

Mineral Acquisition Due Diligence

Pre-close diligence on a mineral or leasehold purchase.

Closing this gap, faster.

Probate.Report indexes every probate filing, AOH, and executor's deed across our live counties — searchable by decedent, downloadable instantly, certifiable on demand.

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