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Tree Appraisals in Urban and Rural Settings

Do trees have a value?. . Reasons for tree appraisal . Settlement for damage or death of plants through litigationInsurance claims or direct paymentLoss of property value for income tax deductionsReal estate assessment purposesAgency budget justificationCondemnation proceedingsSale of nursery propertyEstablishing values of plants that may be damaged during construction.

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Tree Appraisals in Urban and Rural Settings

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    1. Tree Appraisals in Urban and Rural Settings Jeff Heintz Assistant City Forester – Bismarck Private Forestry Consultant

    2. Do these trees growing in the forest have a value? What is it, and how do we measure it? Do these trees growing in the forest have a value? What is it, and how do we measure it?

    3. Does a single tree growing on the prairie have as high a value as trees growing together in a forest? Does a single tree growing on the prairie have as high a value as trees growing together in a forest?

    4. Trees used for shelter of farm animals have a higher value than trees growing in the wild. Studies have shown that trees sheltering cattle reduce winter heat loss, thereby reducing the amount of food needed to keep weight on cattle through the winter. But how do we put a dollar value on these trees?Trees used for shelter of farm animals have a higher value than trees growing in the wild. Studies have shown that trees sheltering cattle reduce winter heat loss, thereby reducing the amount of food needed to keep weight on cattle through the winter. But how do we put a dollar value on these trees?

    5. Trees in large cities have been proven to reduce heating and cooling costs, Trees in large cities have been proven to reduce heating and cooling costs,

    6. reduce stormwater runoff from impervious surfaces, lower noise, reduce crime reduce stormwater runoff from impervious surfaces, lower noise, reduce crime

    7. and provide shelter and food for wildlife.and provide shelter and food for wildlife.

    9. Trees lost in fires in the national parks are given a value,Trees lost in fires in the national parks are given a value,

    10. based on their stumpage or timber market value. This is often based on the board feet of lumber in the tree trunk. Sometimes firewood value is used to determine a value for the trees.based on their stumpage or timber market value. This is often based on the board feet of lumber in the tree trunk. Sometimes firewood value is used to determine a value for the trees.

    11. How can we put a value on plants that don’t have a timber market value? Can trees have a value higher than normal stumpage?How can we put a value on plants that don’t have a timber market value? Can trees have a value higher than normal stumpage?

    12. Reasons for tree appraisal Settlement for damage or death of plants through litigation Insurance claims or direct payment Loss of property value for income tax deductions Real estate assessment purposes Agency budget justification Condemnation proceedings Sale of nursery property Establishing values of plants that may be damaged during construction

    13. History of Plant Appraisal Bible – 1st recorded documentation of and effort to place a value on a tree. 1901 Univ. of Mich. - $5 + compound interest at 5% for 25 years. 1900’s Univ. of Mass – Dr. George T. Stone – calculate tree values based on their size, location and condition. 1930’s Dr. E.P. Felt, director of Bartlett Tree Research Lab further refined Dr. Stones technique. This method considered species and residential land values in addition to size, condition and location. U.Mich. – Basis for figures not known and this method was short lived.U.Mich. – Basis for figures not known and this method was short lived.

    14. Council of Tree and Landscape Appraisers Guide for Plant Appraisal 1947 – National Shade Tree Conf. and National Arborist Assoc. (NAA) form joint committee 1957 – Shade Tree Evaluation published 1970’s – Two revisions incorporated a location factor and a replacement method. Species lists were dropped and inform. on Internal Revenue Service regs. and insurance coverage was added. 1975 – CTLA established NSTC and NAA formed a joint committee to develop procedures for determining the monetary value of a tree. This was a widely accepted procedure which was based on tree size, species and condition and published in 1957 in a booklet entitled Shade Tree Evaluation. CTLA represents Am. Assoc of Nurserymen, Associated Landscape Contractors of America, Am. Soc. Of Consulting Arborists, ISA and NAA.NSTC and NAA formed a joint committee to develop procedures for determining the monetary value of a tree. This was a widely accepted procedure which was based on tree size, species and condition and published in 1957 in a booklet entitled Shade Tree Evaluation. CTLA represents Am. Assoc of Nurserymen, Associated Landscape Contractors of America, Am. Soc. Of Consulting Arborists, ISA and NAA.

    15. Factors in Appraisal Size Species Condition Location – Site/Contribution/Placement

    16. Size Trees are most commonly expressed by their height or trunk diameter. Shrubs or small conifers described by height or branch spread. Nursery plants, size is indicated by trunk diameter, height, branch spread or the size of the container. The size of a landscape plant is usually expressed by the dimensions of its above-ground parts.The size of a landscape plant is usually expressed by the dimensions of its above-ground parts.

    17. Size measured as Trunk Diameter Trunk diam. less than or equal to 4 inches, measure at 6 inches above ground. Trees larger than 4 in. diameter, yet a transplantable size, are measured at 12 inches above ground. Trees to large to transplant are measured at 4.5 ft above ground. Height of measurement is dependent upon trees size. Height of measurement is dependent upon trees size.

    18. Species Ratings vary geographically Judged by aesthetics and general functional value, climatic and soil tolerances, resistance to insects and diseases, growth characteristics, maintenance requirements and allergenic properties. NDUCFA developed ratings for ND

    19. Condition Structural Integrity Plant Health Condition is determined by evaluating its present structural integrity and state of health, and if necessary, its structure and health prior to being damaged.Condition is determined by evaluating its present structural integrity and state of health, and if necessary, its structure and health prior to being damaged.

    20. Location Site Site – quality of the development, general appearance and use of the area, design and quality of structures and landscapes in the areaSite – quality of the development, general appearance and use of the area, design and quality of structures and landscapes in the area

    21. Location Site Contribution Contribution – Functional and aesthetic contributions of a plant influence its value. The functional benefits of a plant can be affected by its size, shape, branch structure and foliage density and distribution. A plant also may have historical significance, be a rare species, or possess a unique and unusual structure. Contribution – Functional and aesthetic contributions of a plant influence its value. The functional benefits of a plant can be affected by its size, shape, branch structure and foliage density and distribution. A plant also may have historical significance, be a rare species, or possess a unique and unusual structure.

    22. Location Site Contribution Placement Placement – The placement of a plant being appraised may determine how effective it is in providing the functional and aesthetic attributes of which it is capable. The placement of a deciduous tree to provide summer shade and winter sun for a patio is critical. Placement – The placement of a plant being appraised may determine how effective it is in providing the functional and aesthetic attributes of which it is capable. The placement of a deciduous tree to provide summer shade and winter sun for a patio is critical.

    23. Location Site Contribution Placement Placement – Placement of a plant can have an unfavorable effect on the site and on the plant. Overhead wires, street lights and nearby buildings or walls are major obstacles that often prevent a plant from obtaining a natural form. Controlling a plant’s size can be expensive.Placement – Placement of a plant can have an unfavorable effect on the site and on the plant. Overhead wires, street lights and nearby buildings or walls are major obstacles that often prevent a plant from obtaining a natural form. Controlling a plant’s size can be expensive.

    24. Methods of Appraisal Replacement method Cost of Cure / Cost of Repair Trunk Formula method Replacement method – the value of a landscape plant is based on the cost of replacing it in the same location with a plant of the same or comparable species, size, condition and location. Cost of Cure – When extensive damage has occurred, including loss of plants and destruction of ancillary features (ie., walks, roads, driveways, landscape structures and shaped terrain), the treatment to return the property to a reasonable level of its original condition is known as the cost of cure. Cost of Repair – When a plant is damaged, repairing the damage may be the quickest and most satisfactory way to return the plant to its former condition. Treatments could include wound treatment, cabling, bracing, pruning, fertilizing, irrigation, insect and disease management, improving compacted soil and follow-up care. Trunk Formula Method – This is recommended for appraising trees considered too large to be replaced with nursery or field stock. Replacement method – the value of a landscape plant is based on the cost of replacing it in the same location with a plant of the same or comparable species, size, condition and location. Cost of Cure – When extensive damage has occurred, including loss of plants and destruction of ancillary features (ie., walks, roads, driveways, landscape structures and shaped terrain), the treatment to return the property to a reasonable level of its original condition is known as the cost of cure. Cost of Repair – When a plant is damaged, repairing the damage may be the quickest and most satisfactory way to return the plant to its former condition. Treatments could include wound treatment, cabling, bracing, pruning, fertilizing, irrigation, insect and disease management, improving compacted soil and follow-up care. Trunk Formula Method – This is recommended for appraising trees considered too large to be replaced with nursery or field stock.

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