January 24 Through February 4—TUCSON, ARIZONA: Annual show
Welcome to the GemologyOnline.com Forum
A non-profit Forum for the exchange of gemological ideas
It is currently Thu Mar 28, 2024 5:28 pm

All times are UTC - 4 hours




Post new topic Reply to topic  [ 6 posts ] 
Author Message
 Post subject: Legal question on appraisal work
PostPosted: Thu Jul 27, 2017 1:31 pm 
Offline
New to the Forum or The Quiet Type

Joined: Sun Jan 04, 2009 11:20 am
Posts: 8
Location: Santa Maria, CA
Hard to believe I've been at this for so many years and I've not been faced with this before.

This is the situation: I have done appraisal work for a woman over the years and now at an advanced age she has been assigned a conservator. The woman's daughter (also a customer) recently came to me asking to have updates to a couple of her mom's pieces done and to have her own name on the documents. I informed her I could not do this without . . . without what? A letter from the conservator? Her mom's attorney?

I do not want get involved with their family situation, but I felt awkward not knowing who would be the arbitrator in this case.

Thanks,

Neil Fischer
CG AGS


Top
 Profile  
Reply with quote  
 Post subject: Re: Legal question on appraisal work
PostPosted: Thu Jul 27, 2017 5:24 pm 
Offline
Site Admin
User avatar

Joined: Sun Oct 16, 2005 12:22 pm
Posts: 21602
Location: San Francisco
I agree something feels sketchy about the request. I will tell you what I would do.

"Sorry, this is something I don't feel comfortable doing."

Leave it at that.

I'd rather loose the client than live with the anxiety of possibly entangling myself in some future family litigation.


Top
 Profile  
Reply with quote  
 Post subject: Re: Legal question on appraisal work
PostPosted: Thu Jul 27, 2017 6:20 pm 
Offline
New to the Forum or The Quiet Type

Joined: Sun Jan 04, 2009 11:20 am
Posts: 8
Location: Santa Maria, CA
Oh, I know somethings sketchy. Common inheritance shenanigans, I guess.

I told her I would need directions from "the court".

Thanks for your reply.


Top
 Profile  
Reply with quote  
 Post subject: Re: Legal question on appraisal work
PostPosted: Thu Jul 27, 2017 6:23 pm 
Offline
Site Admin
User avatar

Joined: Sun Oct 16, 2005 12:22 pm
Posts: 21602
Location: San Francisco
That works too.
Long story short, we both agree....this is something to pass on.


Top
 Profile  
Reply with quote  
 Post subject: Re: Legal question on appraisal work
PostPosted: Sun Jul 30, 2017 5:48 pm 
Offline
Gold Member

Joined: Mon May 26, 2014 9:42 pm
Posts: 1033
I have run into similar situations at work years ago.
i would happly document what was asked:
"Per 'Judy' this is her stone"
or some such.

Then you are clearly not saying it is her stone. You are saying she said it was her stone.


Top
 Profile  
Reply with quote  
 Post subject: Re: Legal question on appraisal work
PostPosted: Mon Jul 31, 2017 11:08 am 
Offline
Gemology Online Veteran

Joined: Thu Mar 19, 2015 9:55 am
Posts: 543
When we are looking at a piece that you know belongs to person "A", for person "B" to come along and ask for a valuation on the same piece but with her name on sounds like asking for trouble. Avoid like the plague is my advice.


Top
 Profile  
Reply with quote  
Display posts from previous:  Sort by  
Post new topic Reply to topic  [ 6 posts ] 

All times are UTC - 4 hours


Who is online

Users browsing this forum: No registered users and 19 guests


You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot edit your posts in this forum
You cannot delete your posts in this forum
You cannot post attachments in this forum

Search for:
Jump to:  
Powered by phpBB © 2000, 2002, 2005, 2007 phpBB Group
Gemology Style ported to phpBB3 by Christian Bullock