Report on appraisal of the market value of wagons. Assessment of the market value of the car upon entry into the inheritance

Report on appraisal of the market value of wagons. Assessment of the market value of the car upon entry into the inheritance

28.03.2019

COURSE WORK

on the course "Evaluation of machines, equipment and vehicles"

on the topic: Evaluation market value auto vehicle

(in the form of a conclusion (report) on the assessment of the GAZ 3307 car)



Determination of the market value of vehicles

Market price- the estimated amount of money for which the seller, having full information about the value of the property and is not obliged to sell it, would agree to sell it, and the buyer, who has complete information about the value of the property and is not obliged to purchase it, would agree to purchase it.

Description of the object

Vehicle type: cargo-passenger;

An identification number: HTN 33073081611304

brand, model GAZ 3307;

Model, engine number: 51100A - U1019578;

Body No.: 309;

Chassis No.: S1611304 ;

White color ;

Date of issue: 1995

Vehicle Passport: 24 KS 970984;

Method of calculation

The cost approach in the evaluation of vehicles is based on the fact that the costs of its manufacture are taken as the cost of the vehicle being evaluated. Since vehicles are objects of serial and large-scale production, the cost approach is unacceptable in most cases. This is due to the fact that the manufacture of one vehicle is a unit production, in which the unit costs for manufacturing are several times higher than with serial production. The cost approach can be used when evaluating converted cars, cars made in the order of individual creativity, when restoring rare cars.

The income approach is based on determining the current value of the appraisal object as a set of future income from its use. Since only a specific production gives income, the income approach is not applied when assessing certain types means of labor, which are an element of production, and is mainly used only to assess the enterprise, production complexes and other business facilities. The income approach mainly uses the discounted cash flow method and the income capitalization method. For this reason, in this report, the valuation of the vehicle using the income approach is not carried out.

The market (comparative) approach is based on an analysis of the purchase and sale prices of vehicles that have developed in this moment in the primary and secondary markets. The basic principle used is a comparison to be made with a new vehicle, adjusted for wear and tear, in the absence of aftermarket data.

Determining the market value of a GAZ 3307 car with a cost approach

The market value of the vehicle is calculated using formula 1:


Рst \u003d Cv - I, 1)


Where - St - the cost of restoration or replacement cost. In our case, it will be correct to use the replacement cost, using a more modern and functional analogue.

And - the total accumulated wear, which is calculated according to formula 2:


And \u003d 1- (1-I. physical) * (1-Ifunction) * (1-Iek),


Where - And physical - physical wear,%

Ifunction - functional wear, %

Iek - economic depreciation,%

Determining the amount of physical wear

For a more objective determination of physical wear and tear, we will use the developed guidelines and methods:

1. RD 37.009.015. - 98 with amendments No. 1,2,3 of 2001.

2. RD 37.009.015. - 98 with amendments No. 1,2,3,4 of 2005.

3. The method of calculating wear according to Yu. V Andrianov

4. Method according to the rate of depreciation

5. Expert method

Calculations of physical wear according to the above methods are presented below in tables 1-5.

Determination of the market value of a car, taking into account the mileage and duration of operation (Methodological guide for determining the cost of vehicles, taking into account natural wear and tear and technical condition at the time of presentation of RD 37.009.015-98. M .: NAMI, 1998.) In accordance with the methodological guidance, wear (Utr, %) when evaluating a vehicle can be calculated using formula 3:


Itr \u003d (I1 * Pf + I2 * Df) * A2 * A3 * A4 3)



Table 1. Initial data of the vehicle

Index

Value


GAZ 330730 (Van)


Year of issue







Table 2. Calculation of physical wear according to RD 37.009.015-98 (with amendments No. 1, No. 2, No. 3) 2001

Index

Value


I1 - wear indicator by mileage,% / 1000 km of run


Pf - actual mileage from the beginning of operation or after overhaul as of inspection date, thousand km


Average annual mileage, thousand km


I2 - time indicator of aging, % / year


Df - actual duration of operation, years







The calculation of physical wear according to RD 37.009.015 - 98 (as amended No. 1, 2, 3.4) 2005 is carried out according to formula 4:


Itr \u003d I2 * Df + I1 * (Pf - Ps * Df)) * A2 * A3 * A4 4)


Table 3. Calculation of physical wear according to RD 37.009.015-98 (as amended No. 1, 2, 3.4) 2005

Index

Value


I2 - the average annual wear for the year of operation of the facility (values ​​for various types AMTS are shown in the tables below), percentage


Df - actual duration of operation, years


Pf - actual mileage from the beginning of operation or after a major overhaul as of the date of inspection, thousand km


Average annual mileage, thousand km


Ps - normative average annual mileage, thousand km.


I1 - wear correction coefficient depending on the deviation of the actual AMTS mileage from the normative annual average, equal to ±0.25% per 1000 km. deviations


A2 - wear correction factor depending on natural and climatic conditions


A3 - wear correction factor depending on the environmental condition environment


A4 - depreciation correction factor, taking into account the type of region in which the ATE was operated


Itr - physical wear and tear of the vehicle, %



The calculation of physical wear according to the rate of depreciation is carried out according to formula 5:


Ytr \u003d Na * Df / 100.5)


Where - On - the rate of depreciation for mobile transport. (see Uniform Norms depreciation deductions). The calculation is presented in table 4.


Table 4. Calculation of physical wear according to standard indicators


Formulas for calculation are presented in the table. According to specially designed tables, using the omega value, the function finds physical wear and tear. The calculated physical wear should be equal to or slightly different from the table.


In accordance with RD 34.009.015.98, when determining the amount of wear, you can also use the expert way, the essence of which is that the amount of wear can be established based on the experience of an expert. The expert method adopted wear equal to 60%.

The calculated values ​​of wear are coordinated and we obtain the final physical wear. (Table 6), which amounted to 62%.


Table 6. Coordination of the amount of physical wear and tear of the vehicle

Assessment method

The amount of physical wear, %

Weight coefficient

Result, %

Method according to RD 37.009.015-98

Method according to normative indicators

Expert method according to RD 37.009.015-98

Rd with changes 1,2,3, 4 2005

Weighted average value of physical depreciation

ModelGAZ 3307

ModelGAZ 3307

ModelGAZ 3307

ModelGAZ 3307

ModelGAZ 3307

ModelGAZ 3307

ModelGAZ 3307

ModelGAZ 3308

ModelGAZ 3308

Market value, rub. ( average value sample CSR)


Thus average cost car GAZ 3307 is 110330 rubles.

The selected data were subjected to statistical processing.

Use of statistical methods in the evaluation process

One of the main elements of the valuation process of machines is the collection of information, in particular on their market prices. As a rule, here the appraiser is faced with such a phenomenon when the prices of almost identical cars obtained from different sources differ from each other. In this case, the price values ​​collected by the appraiser are said to be random (or stochastic) values.

Based on the information collected, the appraiser in this case has to determine the statistical estimates of a number of quantities, in particular, the average value market price object of evaluation. With small amounts of information collected, the evaluator must be confident in its quality. Therefore, already at the stage of preliminary processing of information, he must screen out outliers in the sample and test the hypothesis of normal distribution. Only after this it is possible to apply methods and relationships well developed for the normal distribution.

However, in practice, the estimator always uses data from a sample of the population. In this case, some basic properties of random variables can be described more simply from the sample data using estimates of the parameters of their distribution functions, also called statistics. You can talk about mathematical statistics in detail for a long time, as there are quite a lot of ways of statistical processing.

The most important of the statistics are: mean (arithmetic mean) sample value (estimate of mathematical expectation), which is calculated by formula 6.


Formula 6


Where x i is the value of one of the sample parameters

Characteristic of the scatter of observed values ​​- sample variance(variance estimate s2) is calculated by formula 7


Formula 7


Where n is the number of observations in the population

The mean square (standard) deviation of the sample is calculated using formula 8.


Formula 8


Standard deviation s- a measure of the spread of a random variable around the mean value, which has a dimension that coincides with the dimension of the random variable, which is useful in determining the errors of calculated estimates.

Data scatter characteristics also include the coefficient of variation (ν) samples. (formula 9)


Formula 9


The value of n expresses the standard deviation s as a percentage of the average x cf the data set and can therefore be used to assess their accuracy. The sample is accurate if the coefficient of variation is less than 33%.

Collect data on all values x i from the general population is almost impossible. Therefore, in reality, the appraiser is content with the sample, and the methods of mathematical statistics help him to judge the properties of the entire population based on the known properties of objects from the sample.

Let's carry out a dispersion analysis of the data, calculating the main statistical characteristics.

Using the data of the general population and the above formulas for calculating statistical values, we obtain:

The average value was - 110330 rubles.

The standard deviation was 10,781 rubles.

The coefficient determining the accuracy of the sample (coefficient of variation) was 10%, which satisfies the accuracy of the normal distribution (the accuracy should be less than 33%)

Building a regression equation model

The next step is to estimate the error in the average price using, for example, interval estimates. Further, when constructing an object price model, the appraiser needs, using correlation methods, to assess the degree of influence of various factors on it, to classify the factors and, finally, to build the model itself in the form of a regression equation. For this purpose, we use the same sample of the general population, where the year of manufacture, mileage, and market value are known for objects, Table 11


Table 11. Market sales data

Year of issue

Service life, years

Mileage, km

Cost, rub.

Casting factor

value adjusted

A source of information


Calculation of the market value of the car by the service life

Using the construction of trend lines in the chart wizard, we obtain a trend equation with a correlation coefficient of 0.63. The correlation coefficient should have a value close to 1, however, due to the fact that it was possible to select a small number of analogue objects, the correlation coefficient is much less than 1. In our case, we use the trend equation of the form y = -50992Ln (x) +66.967 and the correlation coefficient (R 2) = 0.63 (see figure 1)


Figure 1 Graphs of dependence of the market value of the object on the period of operation


The service life of the object of assessment is known to us and is 12.42 years. We substitute this value into the dependence equation of the form y \u003d -50992Ln (x) + 66.967 instead of the value X and we get that the market value of the car in terms of service life was 5000 rubles. The found value does not satisfy the average market value of a used car. Therefore, we calculate the dependence of the market value of the car on the mileage. We get an equation of the form: y=39451e -2E-06X and a correlation coefficient of 0.59, which is also explained by a small sample.

The mileage of the appraisal object is known to us and is 40 thousand km. Substituting this value instead of X into an equation of the form y \u003d 39451e -2E-06X, we get the market value for mileage amounted to 39448 rubles. With


Calculation of the market value of the car by the mileage of the vehicle




Mileage, thousand km

Market value of the vehicle, rub.



40,00


Determination of the weighted average market value of property (trend method)



Assessment method

The value of the cost, rub.

Weight coefficient

Results, rub.



Mileage trend



Service life trend



Weighted average market value of property, rub.
















Table A1.3.2 Determination of the weighted average market value of property (comparative approach)



Assessment method

The value of the cost, rub.

Weight coefficient

Results, rub.


Regression analysis method (trends)



Market value of the property


The sales comparison approach is based on the assumption that market entities act based on information about similar transactions. The principle of substitution assumes that a prudent buyer will pay for an object put up for sale an amount not exceeding that for which an object of similar quality and suitability can be purchased.

When applying this approach to valuation, the value of the object being valued is determined by analyzing the sales prices of similar cars with their subsequent adjustment in accordance with the differences between the car being valued and analogues.

The main steps in applying this approach are as follows:

· selection of information on sales, offers for sale of objects similar to those being evaluated;

choice of comparison parameters;

comparison of the object and analogues by elements of comparison and adjustment of sales prices of analogues to determine the value of the object of assessment;

· harmonization of data on analogues and obtaining the value of the object being evaluated.

Due to the fact that the volume of offers of cars with a release date, technical condition, the mileage comparable to the estimated one is limited, the sample included cars of this model, with different mileage and technical condition.


Table 3 - Objects analogues

No. p / p

Name

The source of information

Price in rubles

UAZ 3962, mileage according to the standard, 1998

Newspaper "Chance", "Abaza Courier", 2005

UAZ 3962, mileage according to the standard, 1992

UAZ 3952, mileage according to the standard, 1995

Rationale for Adjustments

In the calculation, absolute adjustments were used to make adjustments. The cost of analogue objects obtained as a result of applying adjustments are summed up with weights that take into account the degree of proximity of the analogue object to the object being evaluated. The resulting amount is the value of the valued object obtained using the direct approach. comparative analysis sales.

Issue date adjustment

When determining the adjustment for the release date of this car model, it was taken into account that, according to the available data, the transaction price in the car market with different release dates is different. The amount of the adjustment was determined by the appraiser on the basis of RD 37.009.015-98 with changes 1,2 and 3.

Bargaining Adjustment

A bargaining adjustment was made to take into account the change in the value of the object caused by the presence of potential sellers on the market who sell objects at offer prices, which are 5-10% higher than the real value of the object.


Table 4 - Calculation of the cost of vehicles by a comparative approach

Comparison elements

Comparison Objects

Estimated object

Offer price of the object


adjustment


adjusted price


Year of issue


adjustment


adjusted price


The value of the object of assessment by the comparative approach


As a result of the successive implementation of all the above adjustments, the total cost of the appraised UAZ 3962 vehicle, determined using the direct comparative sales analysis approach, was 61,560 (sixty one thousand five hundred sixty) rubles 00 kopecks.


Consolidation of evaluation results

When determining the final cost, the advantages and disadvantages of the approaches used, the features of the object being evaluated and the current state of the car market for this model were taken into account. In the opinion of the evaluator, all approaches yielded meaningful results. But, given that market value in today's situation is not determined solely by market demands, the appraiser tends to give equal weights to the direct sales comparison approach and the cost approach.


Table 5 - Reconciliation of the results of the vehicle assessment

As a result of the research, analysis and calculations, the market value of the UAZ 3962 car is: 54,000 (fifty-four thousand) rubles 00 kopecks.


Tags: Assessment of the market value of a vehicle (in the form of a conclusion (report) on the assessment of a GAZ 3307 car) Coursework (theory) Anti-crisis management

For most users of legal norms, entering into an inheritance brings additional material benefits.

However, often an inheritance can cause a number of temporary losses and unplanned financial expenses, which is why a full assessment is necessary before entering into an inheritance.

Thus, it will be possible to avoid most of the problems associated with the passage of this procedure, and there will also be good reasons for deciding whether to recognize oneself as an heir or not.

Before collecting documents and looking for experts to carry out the procedure for assessing the market value of a vehicle (TC), consult on the most pressing issues with a lawyer who can clearly explain the entire process from an auto examination to obtaining the right to inherit.

If you drive a car under a power of attorney issued during the life of the owner, and you are his successor, in order to continue to operate the vehicle, you need to go through the inheritance procedure.

The validity of the power of attorney for the car is automatically canceled after the death of the principal.

Acceptance of an inheritance

To enter into an inheritance by law or by will, you must submit an application to a notary to obtain a certificate of inheritance. It is this document that will serve as the basis for the re-registration of vehicles in the traffic police.

The deadline for filing an application for establishing the right of inheritance is:

  • 6 months- for heirs of the first stage;
  • 3 months- for heirs of the second stage.

If the heir of a motor vehicle (AMTS) did not timely apply to a notary company for a certificate, he will have to go to court to establish his right to inherit.

Assessment of the market value of the vehicle

The vehicle assessment procedure is a whole range of activities, which includes an analysis of the technical condition of the vehicle, as well as a detailed study of all accompanying documents.

The process of assessing an inherited object is strictly regulated by the Law on Appraisal Activities in the Russian Federation No. 135-FZ and the standards FSO-1, FSO-2, FSO-3.

The exchange (market) value of motor vehicles during the registration of the inheritance is determined on the date of death of the owner.

Due to the fact that by the time of applying for recognition of the right to inherit, a certain time period has passed during which the state of the inherited object could change, inspection of the vehicle for evaluation is not required.

Assessment Methodology

There are three main methods for calculating the cost of motor vehicles:

  1. costly;
  2. market;
  3. profitable.

In most cases, to assess the value of a car when registering the right of inheritance, appraisers use the second method.

Market Approach

This is a set of methods for assessing motor vehicles. These methods are based on comparing the car with similar ones based on the information available on them.

Using this method involves comparing and analyzing information about the value of the machine that is being valued. It also takes into account the sale and purchase transactions that have been recently made with such vehicles.

The ultimate goal of the comparative approach is to determine the exact value of the vehicle being valued on the market.

Calculation steps:

  1. Analysis and comparison of purchase and sale transactions with the participation of vehicles similar to the specified one, comparison of the cost of transactions.
  2. Comparison of a given motor vehicle with selected similar objects, identification of obvious differences in certain characteristics, including dates and places of sale.
  3. Determination of the market value of a given object, taking into account the adjustment of prices for similar objects in accordance with the identified discrepancies.

At the final stage of AMTS cost calculation, the following methods can be applied:

  • Method of paired comparisons - the price of a similar object is compared, in the configuration of which there are the same additional elements as for a given vehicle, with the price of an object that does not have these elements.
  • Correction coefficient method - finding the values ​​of increasing and decreasing coefficients based on the data obtained by comparing individual parameters of a given object with similar vehicles.
  • Determining the price by comparing specific indicators (power, motor consumption, etc.)

List of documents

The list of documents and data submitted for evaluation includes:

  • Passport data of the person entering into the inheritance of the vehicle, which is the direct customer of the assessment.
  • A copy of the death certificate of the owner of the inherited vehicle.
  • Documents for the car (PTS and STS).
  • A document confirming the data on the actual mileage of the car.
  • Configuration data.
  • Data on external damage to the vehicle.
  • In case of an emergency or after an accident - an act of inspection of the vehicle.
  • Information about the repairs carried out as a result of an accident.
  • Data on the replacement, repair of basic units.
  • Data on the presence, absence of encumbrances (collateral, debt obligations, other restrictions).

Market Valuation Report

The report should contain the following information and sections:

  1. The date of the vehicle appraisal.
  2. Report number.
  3. Standards used for evaluation.
  4. The purpose of the assessment.
  5. The main reasons for creating this report.
  6. Basis for evaluation.
  7. The list of data used in the assessment, on the basis of which the report was created and the sources of their origin.
  8. Declaration of Conformity.
  9. Constraints and assumptions used during the valuation.
  10. Norms of appraisal activities, justifications for their application.
  11. Description of terms and definitions used in the report.
  12. Information about the evaluation procedure.
  13. Justification of the choice of approaches for determining the value of the object.
  14. Description of the object of assessment.
  15. Overview of the appraisal object market.
  16. Determination of the market value of AMTS.
  17. Conclusion.

The main requirements of the market value assessment report include the mandatory numbering of all pages, its firmware, sealing, and the appraiser's signature. To the report in without fail a copy of the document certifying the right of the organization to engage in valuation activities is attached.

If the market value assessment report contains controversial information, it can be challenged by an arbitration or arbitration court.

Notary fees

When entering into an inheritance, it is necessary to pay a fee in accordance with the tariffs for obtaining a certificate of inheritance.
Rates:

  • 0,3% from the market price of property - spouses, parents, siblings, adopted children;
  • 0,6% from the market price of the property - other heirs.

The amount of the state duty is calculated on the basis of the tariff and the value of the market value of the inherited object, indicated in an independent expert valuation report provided by the applicant.

Notary offices do not have the right to establish the type of method for calculating the valuation of the vehicle or require confirmation that the valuation was carried out in a certain way, thus trying to overestimate the market value of the inherited object.

To recognize the right to inherit a car, the following documents are submitted to the notary:

  1. Passport of the person entering into the inheritance.
  2. Death certificate former owner.
  3. Documents confirming the right of inheritance (testament, birth certificate, marriage certificate, etc.).
  4. Passport of the vehicle (PTS).
  5. Certificate of registration of the vehicle (CTC).
  6. Report on the assessment of the market value of motor vehicles.

Where to make an assessment?

Since the amount of the paid state duty directly depends on the market value of the vehicle set by an independent appraiser in the report and can vary greatly depending on the method of valuation, the issue of choosing an organization is key.

Only those organizations whose experts are members of a self-regulatory organization of appraisers (SRO) have the right to conduct an independent assessment.

When choosing an organization other than general feedback and comments on the work of a particular company, use the so-called method of analyzing an individual company representative. That is, make a choice regarding the personal qualities and professional characteristics of a particular expert who will accompany your case.

It is also worth paying attention to how flexible the organization or individual expert whose services you want to use approaches the individual needs of the client.

If you are not completely sure of the correct choice or you have any questions, be sure to consult with a representative of the firm or company before entering into business relations with it.

Vehicle valuation
for the court in the division of property

Terms: from 30 min. Price: from 1000 rubles.

Dear Clients!

Due to the large number of requests, we are working

by PRE-BOOKING.

in the sun and holidays- Specialists work ONLY by appointment.

Our experts will evaluate the car for the court in the division of property, resolving litigation and proceedings, for entering into an inheritance, for a notary. Our experts are ready to quickly and accurately determine the market value of vehicles of all makes and models in any condition. You will receive the necessary package of documents (appraisal act) that will be executed in accordance with the Federal Law on Appraisal Activities and Federal Appraisal Standards. The appraisal act will be stitched and sealed with the company's seal, the attachment will contain a copy of the documents for the company's appraisal activities. The report on the assessment of the car during the division of property from the company "Automobiles" has legal force and will be accepted in any court in Moscow and the Moscow region.

As quickly as possible

The vehicle appraisal report for the court is compiled in 30 to 60 minutes in your presence. While the report is being prepared, you can mall"Cars" necessary purchases spare parts or accessories for your vehicle. You can also send us an email [email protected] scans of all required documents and agree by phone on the date and time of your arrival. You will only have to call for a ready-made report on the assessment of the cost of a car for the court.

Inspection not needed

To assess the value of a car for the court when dividing property, it is not required to submit it for inspection. A car valuation report can be prepared based on the documents of the car owner.

Over 15 years on the market

Automobili LLC was founded in 1997 a subsidiary of a commission car shop, and for more than 15 years we have been offering our customers a wide range of car services, including the sale of used cars. All this time we have been closely cooperating with the first commission trading house "Automobili", which has been one of the leaders in the field of commission sales of cars for more than 40 years. Especially for our clients, a vehicle appraisal department was created, where leading appraisers work, who have certificates from the self-regulatory organization of the "Interregional Union of Appraisers" and a professional liability insurance policy. All appraisers have the necessary qualifications and work experience of more than 20 years.

What documents are needed to evaluate a car when dividing property?

  • Title for car
  • CTC (Vehicle Certificate)
  • passport of a citizen of the Russian Federation ordering an assessment report for the court
br>

Working hours: Mon-Fri from 9 to 20, Sat from 9 to 18

Other types of assessment

It is important to know

The court car appraisal report contains

  • Assignment for evaluation
  • Copies of legal documents of the customer
  • Description of the Object of Assessment
  • Car market analysis
  • Description of car valuation approaches
  • Calculation of the market value of the car in accordance with the rules for the implementation of valuation approaches

The assessment report has legal force and is drawn up in full compliance with the law Russian Federation. In the report, the expert reflects his opinion on the market value of the car, based on the conducted market research, submitted materials and performed calculations. Expert appraisers of our company take into account all the subtleties and nuances of the legislation and the requirements of the courts.

The value of the car is indicated in statement of claim and is used to calculate the state duty.

The assessment of the car for the court is carried out by an expert, who is a member of the self-regulatory organization of the "Interregional Union of Appraisers", with a professional liability insurance policy.

The cost of the car in the statement of claim must be legally justified, which is why it will not be possible to independently evaluate the car.

The appraisal of the value of a car for a court during the division of property must be carried out in accordance with the regulations specified in the Federal Law "On Appraisal Activities" and performed in accordance with the Federal Law on Appraisal Activities No. 135 and Federal Standards for Valuation of the FSO No. 1, 2, 3.

Methodology for determining the cost of a car

The appraisal of a car during the division of property is carried out in a simplified form, based on the customer's documents without inspecting the vehicle.

The main data for the assessment are the documents for the machine provided by the customer. When evaluating a car for court or donation purposes, a comparative approach is used, because the cost of a car depends on the situation on the market at a particular point in time in a particular region. The use of this approach gives the most objective result, in contrast to the costly method, because the market value is influenced by the market prices for cars with the same characteristics, and not by the cost of additional investments, repairs and tuning of the car.

The market value of a car is the price at which a car can be sold on the free market, subject to existing competition. The main factors affecting the price of a car are: age and technical condition of the car, make and model of the car, body type, region of sale, condition automotive market at the time of evaluation.

When you may need to find out the exact cost of a car:

  • when dividing property
  • in divorce
  • when inheriting property
  • tax disputes
  • in case of confiscation of property of debtors

The assessment of the car for the court is carried out by an expert included in the state register of expert technicians.

An act of independent assessment of cars and vehicles is drawn up according to the Federal Assessment Standard:

  • The sheets are numbered and sealed with the seal of the appraiser.
  • The entire report is stitched, a copy of the document is added to the application, which confirms the company's right to carry out this type of activity.
  • To perform an independent assessment, it is mandatory to present a copy of the death certificate of the owner of the car and the passport details of the person ordering the assessment.

We perform car valuation for the following needs:

  • assessment of car damage after an accident- our experts will conduct an independent valuation refurbishment, received by the car damage and damage to calculate the correct amount of insurance payment
  • car valuation as collateral- you will receive a report on the market value of your car, which you will need when applying for a loan or when you evaluate the car as movable property for the embassy if you are going abroad
  • valuation of the car at the division of property- the act of assessing the value of the car will help settle the dispute on the division of the car by the former spouses and find out the exact amount of monetary compensation reimbursed by one of the spouses
  • valuation of the machine when contributing to the authorized capital of the company- we carry out appraisals for legal entities in any volume and any type of vehicles

We are ready to evaluate vehicles: cars, trucks, motorcycles, cars, as well as real estate: apartments, houses, land plots.

When choosing a company to evaluate a car for a court during the division of property, it is important to understand that a report made in violation of the current legislation on valuation activities in the Russian Federation cannot be accepted by the court as inconsistent with regulations.

font size

METHODOLOGY FOR ASSESSING THE RESIDUAL COST OF VEHICLES WITH ACCOUNT OF THE TECHNICAL CONDITION - R-03112194-0376-98 (approved by the Ministry of Transport ... Actual in 2018

VEHICLE EVALUATION REPORT EXAMPLE

1. The basis for the assessment: agreement on the assessment of the vehicle dated January 4, 1999 N 1 with the Customer - Limited Liability Company "ROSTO".

2. Goals and objectives of the assessment: assessment residual value vehicle for sale.

3. Object of assessment - a vehicle:

Type - car

Make, model - MERSEDES-BENZ 300 SE 2.8

Vehicle passport: series 77АА N 1234567

Special notes: the car was imported from Germany to the Russian Federation, cleared by customs, registered with the traffic police and put on the balance sheet of ROSTO LLC in January 1996. Total number of car owners - 2 (one in Germany - according to the German technical passport, one in Russia - in accordance with the vehicle passport).

4. Owner of the vehicle: ROSTO LLC.

Owner's address: 123456, Moscow, Moskovskaya st., 1.

6. Place of assessment: Moscow

7. Book value of the vehicle: 125 thousand rubles.

8. The following documents are used in the assessment:

8.1. Vehicle Appraisal Standards:-

8.2. Methodical and normative - technical papers: "Methodology for assessing the residual value of vehicles, taking into account the technical condition. Р-03112194-0376-98". Approved by the Ministry of Transport of the Russian Federation on December 10, 1998.

8.3. Information support: SUPERSCHWACKE directory (EUROTAX), CALCULATION directory (EUROTAX).

9. Calculation of mileage from the beginning of operation:

The car was operated for the first 3 years in Germany, the next 3 years - in the Russian Federation. According to the SUPERSCHWACKE (EUROTAX) handbook, the MERSEDES-BENZ 300 SE 2.8 belongs to category 5.4. The actual mileage from the start of operation is calculated by formula (13) in accordance with the data in Table P6.2 and Table P6.3 "Methods for assessing the residual value of vehicles, taking into account the technical condition. Р-03112194-0376-98" as follows:

Actual mileage since the start of operation (determined by calculation): 109.9 thousand km.

10. Calculation of the residual value of the vehicle.

10.1. Calculation of the residual value of an uncompleted vehicle in working condition, on which no replacement of units and re-equipment were carried out, and also there are no malfunctions and operational defects.

The calculation is carried out market method. According to newspapers, magazines and other printed publications with information on the cost of used imported cars, as well as data from thrift stores, a sample of the following cost values ​​was obtained passenger car models MERSEDES-BENZ 300 SE 2.8 with an age of 6 years and a mileage since the start of operation of about 110 thousand km within secondary market vehicles of the Moscow region: $17,000, $16,500, $20,000, $17,000, $16,500, $18,000, $18,200, $17,500.

Calculated value = $17587.5.

The dollar exchange rate as of January 10, 1999, set by the Central Bank of the Russian Federation, is 22 rubles per 1 US dollar. Calculated value = 386925 rubles.

The coefficient of variation is 0.065. The sample is homogeneous.

10.2. The calculation of the physical wear and tear of the vehicle I_f on the date of assessment is carried out according to the formula (20) "Methods for assessing the residual value of vehicles, taking into account the technical condition. R-03112194-0376-98". In accordance with Table 2 of this methodology, the OMEGA value for passenger cars of European production is calculated:

OMEGA = 0.05 x 6 + 0.0025 x 109.9 = 0.30 + 0.275 = 0.575.

According to the formula (20) or according to the table of Appendix 9 "Methods for assessing the residual value of vehicles, taking into account the technical condition. R-03112194-0376-98", we determine that with OMEGA = 0.575 physical wear and tear is 43.7%.

Physical depreciation of the vehicle on the date of assessment I_f = 43.7%.

10.3. Calculation of the residual value component, taking into account the replacement of units (assemblies, systems, equipment) basic configuration to similar ones.

10.3.1. Calculation on the date of assessment of the physical wear of tires, battery and muffler installed when replacing similar components and elements.

Since there are no damages and defects of tires, the physical wear of tires is calculated by the formula:

The physical wear of the tires installed on the car is equal to:

The physical wear of the spare wheel tire is:

Physical deterioration battery equals:

The calculation of the physical wear of the muffler on the date of assessment is carried out according to the formula (20) "Methods for assessing the residual value of vehicles, taking into account the technical condition. Р-03112194-0376-98". In accordance with Table 2 of this methodology, the OMEGA value for passenger cars of European production is calculated:

OMEGA \u003d 0.05 x 3 + 0.0025 x 41 \u003d 0.15 + 0.103 \u003d 0.253.

According to formula (20) or according to the table of Appendix 9 "Methods for assessing the residual value of vehicles, taking into account the technical condition. Р-03112194-0376-98" we determine that with OMEGA = 0.253 the physical wear of the muffler is 22.4%. Thus, = 22.4%.

10.3.2. The values ​​of the cost in a new condition and the physical wear and tear of units (elements) of the basic configuration, installed instead of similar ones, are shown in Table 1.

Table 1

The calculated value of the residual value component, taking into account the replacement of units (assemblies, systems, equipment) of the basic configuration with similar ones, is equal to:

10.4. The calculation of the component that takes into account the dismantling of the vehicle (except for replacements during re-equipment) is carried out in accordance with Table 2.

table 2

The calculated value of the component, taking into account the dismantling of the vehicle (except for replacements during re-equipment), is equal to:

10.5. Calculation of obsolescence of the vehicle on the date of assessment.

According to the "Methodology for assessing the residual value of vehicles, taking into account the technical condition. P-03112194-0376-98", the production of the MERSEDES-BENZ 300 SE 2.8 passenger car was discontinued in 1994. Since less than 10 years have passed since the valuation date after the removal of the car from production, the calculation of the value of the first obsolescence factor, which takes into account the removal of the vehicle from production as of the valuation date, is carried out according to the formula:

I_M1 \u003d 2 x T_sn% \u003d 2 x 4 \u003d 8%.

The obsolescence factor, which takes into account the termination of the production of spare parts for the vehicle, is equal to I_M2 = 0%, since according to the CALCULATING (EUROTAX) reference book, the production of spare parts for the MERSEDES-BENZ 300 SE 2.8 continues. These spare parts can be purchased in the Moscow region. The obsolescence factor, which takes into account the earlier hit of the vehicle in the road - traffic accident(indicated in the customer's application), is equal to I_M3 = 5%. Obsolescence factor, taking into account the number of owners, I_M4 = 0%, since the total number of owners of the assessed car is less than 4.

Moral depreciation of the vehicle on the date of assessment I_M = 13%.

10.6. Calculation of the component that takes into account the re-equipment of the vehicle by installing additional equipment without replacement of units of basic configuration on the date of assessment, is carried out in accordance with table 3.

Table 3

The calculated value of the component that takes into account the re-equipment of the vehicle by installing additional equipment without replacing the units of the basic configuration as of the assessment date is equal to:

10.7. Calculation of the cost of S_zd elimination of failures, malfunctions and operational defects at the valuation date is carried out as follows.

The cost of repair work is calculated in accordance with table 4.

1. Research task

Object of study (assessment): car VAZ 21074 2007 release vin XTA2107407XXXXXXX, as standard.

Date of determination of cost (assessment): 10.10.2010.

Date of examination: 10.10.2012.

2. For the study presented:

2.1. Application dated 08.10.2012.

2.2. Registration certificate 78УВ534678 for the car VAZ 21074 vin XTA2107407XXXXXXX (copy).

3. The study is conducted on the basis of regulatory documentation and information sources:

3.1. Examination of motor vehicles in order to determine the cost of refurbishment and evaluation ( Guidelines For forensic experts). - M.: RFTSSE, SZRTSSE, 2013.

3.2. "Prices for domestic motor vehicles, truck cranes, auto-loaders, tractors and engines". - M .: PRAYS-N, October 2010

3.3. Specialized periodicals for October 2010: "Reklama-Chance", "From Hand to Hand", "Pickup", "Best Choice".

4. Procedure and stages of the study

The determination of the market value of the vehicle was carried out in the following stages:

4.1. Studying the information provided by the customer in order to obtain information that affects the cost of the research object.

At this stage, the main design characteristics object of study, the degree of its wear is determined.

4.2. Collection of general market data and their analysis.

At this stage, data on similar vehicles offered for sale in the primary and secondary markets of Moscow were collected and analyzed.

An analysis of the market of the object of study was not carried out in full, since the assessment is retrospective and an assessment of the degree of influence of the market situation is not required to predict the value of the object of assessment.

4.3. Application of approaches to ES assessment. To determine the market value of the vehicle, three classical approaches are considered (cost, comparative and profitable).

Comparative approach - a set of valuation methods based on a comparison of the valuation object with similar objects presented on a free competitive market.

Income approach - a set of valuation methods based on the determination of expected income from the valuation object. Reliable data on the basis of which it would be possible to predict the flows of income and expenses generated by the subject of appraisal are not at the disposal of the appraiser, therefore, in this report, the income approach for determining the market value of the vehicle was not used.

Cost approach - a set of assessment methods based on the determination of the costs necessary to restore or replace the object of assessment. At the same time, the full replacement cost is understood as the cost of creating in current prices a complete new copy of the appraised object using the same materials, standards, design and with the same quality of work (with all the shortcomings); replacement cost is understood as the cost of creating an object at current prices that has an equivalent utility with the object of assessment, but created from modern materials and in accordance with modern standards and design.

4.4. If several approaches were used to determine the value of the appraisal object, then the results obtained for each of them are agreed upon. The purpose of the agreement is to determine the most probable value of the appraised object by weighing the advantages and disadvantages of the applied approaches. Coordination allows you to determine the final value of the cost.

5. When examining the documents and information provided by the customer, the expert accepted the following qualitative and quantitative characteristics of the object of study:

5.1. In the registration certificate 78RU355966, issued by JSC "AvtoVAZ" on 04/03/2007, it is written:

Make, model of the vehicle: VAZ 21074; release date: 2007; an identification number(VIN): XTA2107407XXXXXXX; body N XTA2107407XXXXXXX; model, engine N: 3945304; painting color: red. State register sign C554CK98. Owner (owner): Petr Ilyich Timofeev.

5.2. The condition of the vehicle at the time of the study can be described as satisfactory; as of October 2010, the car's mileage was 50,000 km. Equipped injection engine. An alarm system has been installed.

6. Determination of market value

6.1. Within the framework of the cost approach, the market value of a car was determined as the replacement cost, taking into account the cumulative depreciation (physical / operational /, functional, economic):

6.1.1. Estimated operational wear:

0.35% x 50 + 1.2% x 3.5 = 21.7%,

where 0.35% is the vehicle wear rate per 1000 km;
14.3 - average annual mileage of the car, thousand km;
3.5 - the number of years of operation of the car before the date of assessment;
1.2% - the rate of aging of the car for the year of operation, corresponding to average annual mileage 14.3 thousand km.

6.1.2. Due to the fact that at the time of determining the cost of cars of this model were discontinued, it is necessary to determine the price of a new similar vehicle on the date of valuation:

0.96 x 208000.00 RUB = 199 680.00 rub.,

where 0.96 is the coefficient for reducing the price of a discontinued car to the price of an analogue car produced at the time of assessment;
RUB 208 000.00 - the price of a new car-analogue.

6.1.3. The cost of the car after its sale will be:

0.90 x 199 680.00 RUB = 179 712.00 rubles,

where 0.90 is the price reduction coefficient for a car up to 5 years old after its sale;
RUB 199 680.00 - the price of a new car.

6.1.4. The cost of the car, taking into account operational wear and tear, will be:

RUB 179,712.00 - (RUB 179,712.00 x 21.7% / 100%) = RUB 140,714.50

6.2. As part of the comparative approach, the market value of a car was determined by direct comparison with close analogues:

6.2.1. The expert selected the following elements of comparison of the evaluated car with close analogues and their values:

a) brand, model - VAZ 21074;

b) release date - 2007.

6.2.2. As a result of the analysis of publications of advertisements for sale in October 2010, according to the selected comparison elements from the general population, a sample of 5 offers for the sale of cars in the Moscow market, similar to the estimated one, was formed:

Table P 12.1. Description of analogue objects

Factor Object of assessment Analogue 1 Analogue 2 Analogue 3 Analogue 4 Analogue 5
brand, model VAZ 21074 VAZ 21074 VAZ 21074 VAZ 21074 VAZ 21074 VAZ 21074
Object location Moscow Moscow Moscow Moscow Moscow Moscow
deal or offer offer offer offer offer offer
Seller Type individual individual individual individual individual individual
Offer date October 2010 October 2010 October 2010 October 2010 October 2010 October 2010
Mileage, km 50000 64000 65000 65000 60000 53000
Year of issue 2007 2007 2007 2007 2007 2007
Vehicle condition good good good good good good
Vehicle version:
body type sedan sedan sedan sedan sedan sedan
engine's type petrol, distribution
divided injection
petrol, distribution
divided injection
petrol, distribution
divided injection
petrol, distribution
divided injection
petrol, distribution
divided injection
petrol, distribution
divided injection
Engine capacity, cu. cm 1569 1569 1569 1569 1569 1569
Engine power, h.p. 74 74 74 74 74 74
Transmission mechanical mechanical mechanical mechanical mechanical mechanical
Drive unit rear rear rear rear rear rear
enamel type no effects no effects no effects no effects no effects no effects
115000 120000 125000 125000 127000
Bargaining opportunity Price negotiating is possible Price negotiating is possible Price negotiating is possible Price negotiating is possible Price negotiating is possible
Source of information site http://cars.auto. en/cars/used/ sale/... .../29063282-814f.html .../28846382-bf4a4.html .../28490756-ecefc.html .../12371213-e9b5a.html .../12371213-d21aa.html

6.2.3. Since the mileage of analogues differs from the mileage of the appraised object, their costs have been adjusted:

Table P 12.2. Adjustment of the cost of objects of analogues

Factor Object of assessment Analogue 1 Analogue 2 Analogue 3 Analogue 4 Analogue 5
brand, model VAZ 21074 VAZ 21074 VAZ 21074 VAZ 21074 VAZ 21074 VAZ 21074
Object location Moscow Moscow Moscow Moscow Moscow Moscow
deal or offer offer offer offer offer offer
Seller Type individual individual individual individual individual individual
Offer date oct. 10 oct. 10 oct. 10 oct. 10 oct. 10 oct. 10
Mileage, km. 50000 64000 65000 65000 60000 43000
Cost requested by the seller, rub. 115 000.0 120 000.0 125 000.0 125 000.0 127 000.0
Year of issue 2007 2007 2007 2007 2007 2007
Depreciation by mileage, % 17.5% 22.4% 22.8% 22.8% 21.0% 15.1%
Service life, years 3.5 3.8 3.8 3.8 3.8 3.8
Average annual mileage, thousand km 14.3 16.8 17.1 17.1 15.8 11.3
Depreciation over the service life, % 4.2% 4.4% 4.4% 4.4% 4.6% 5.3%
Total wear, % 21.7% 26.8% 27.2% 27.2% 25.6% 20.4%
Correction factor 1.05 1.06 1.06 1.04 0.99
Adjusted cost, rub. 120 750.0 127 200.0 132 500.0 130 000.0 125 730.0

6.2.4. To determine the average offer price, five price values ​​were selected: 120750.00 rubles; RUB 127200.00; RUB 132500.00; RUB 130000.00; RUB 125730.00

6.2.5. average price proposals will be:

(RUB 120,750.00 + RUB 127,200.00 + RUB 132,500.00 + RUB 130,000.00 + RUB 125,730.00) / 5 = RUB 127,236.00

The predicted market value of the car (purchase price) can be adjusted for bargaining and will be about 95% of the offer price, namely: 120,874.20 rubles.

7. Consolidation of results

The purpose of reconciling the results is to determine the most probable value of property rights to the objects being valued, by weighing the advantages and disadvantages of the applied approaches.

7.1. The advantages and disadvantages of the applied approaches and methods were evaluated on a five-point scale according to the following criteria:

7.1.1. Reliability of the information on the basis of which the study was conducted (K1):

When determining the cost by a comparative approach, the expert used archival sources of information about analogues, contain short description main characteristics and state of analogues. Therefore, at the time of the study, it is not possible to verify the published information. The information used in the cost approach raises no doubts among the expert.

V K1 ZP = 5; V K1 SP = 3

7.1.2. Sufficiency of information on the basis of which the study was conducted (K2):

When determining the cost using a comparative approach, the expert used archival sources of information about analogues, which contain a brief description of the main characteristics and condition of analogues. Therefore, it is not possible to adequately assess the technical condition of analogues and the level of their equipment at the time of the study.

In view of the above, according to this criterion, the expert assigned the following weights to the approaches:

V K2 ZP = 5; V K2 SP \u003d 3.

7.1.3. The ability of the approach (method) to take into account market conditions (K3):

When determining the value of the comparative approach, information about analogues is used, which reflect the trends of the secondary market. As a result of using this information, you can get a relatively more accurate idea of ​​the market value of the object than when determining the cost using the cost approach.

In view of the above, according to this criterion, the expert assigned the following weights to the approaches:

V K3 ZP = 2; V K3 SP \u003d 5.

7.1.4. The ability of the approach (method) to take into account the influence of pricing factors inherent in the object and its analogues (K4):

According to the expert, in this case retrospective assessment analogues and the object of assessment have identical consumer properties, conditions of implementation and location. Therefore, in this case, the applied approaches equally take into account the influence of pricing factors inherent in the object and its analogues.

In view of the above, according to this criterion, the expert assigned the following weights to the approaches:

V K4 RFP = 4; V K4 SP \u003d 5.

The results of the weighting of the applied approaches are reflected in Table P 12.3.

Table P 12.3. Determining Approach Weights

Evaluation criterion Scores assigned to the criteria
costly Comparative
Reliability of the information on the basis of which the study was conducted (K 1) 5 3
Sufficiency of information on the basis of which the study was conducted (K 2) 5 3
The ability of the approach (method) to take into account market conditions (K 3) 2 5
The ability of the approach (method) to take into account the influence of pricing factors inherent in the object and its analogues (K 4) 5 5
Sum of points for each approach 17 16
The sum of points for all approaches 33
Approach weight 0.52 0.48

7.2. Coordination of results by approaches:

With accords \u003d C zp x B zp + C cn x B cn \u003d 149714.5 rubles. x 0.52 + 120874.20 rub. x 0.48 = 131191.1 rubles.

© 2023 globusks.ru - Car repair and maintenance for beginners