Arboriculture & Urban Forestry 44(5): September 2018 contributions received since its inception was to assess the present-day value of the holly col- lection. The holly is a part of the aquifoliaceae family, within the Ilex genus. Aquifoliaceae include more than 400 species and can be ever- green and deciduous trees, shrubs and climb- ers, and typically have needle-point leaves with serrated edges and small berries that are usu- ally red but also can be orange, brown, or black. Beginning in 1985, holly grower Harold Elmore introduced the major collection of hol- lies to the arboretum. He acquired many of the plants from the Holly Society of America and from cuttings he propagated as a grower. Elmore donated all of the original collection, and since his passing in 2002, new plants have been acquired from nurserymen associated with the Holly Society and retail nurseries. The Harold L. Elmore Holly Collection has hollies native to Europe, Asia, and the U.S., including many varieties native to Tennessee. The Holly Society of America recognizes the Elmore Holly Collection as an official Holly Arboretum. The Elmore Holly Collection has over 200 trees and shrubs, ranging from 13–132 L container size, 0.6–5 m tall, and 5.1–12.7 cm diameter. To achieve the University’s goal of valu- ing the hollies, an appraisal of the holly trees and shrubs was essential for current and future budgetary, planning, maintenance, and insur- ance considerations. Some conditions that affect the health of the collection are vari- able: weather (such as freezing conditions, wind shear, tornados, flooding, and drought), construction adjacent to the property, dam- age caused by visitors, and insect and disease infestations. All of these were reasons for the need of a baseline appraisal, which needed to be relatively simple and repeatable over time. MATERIALS AND METHODS A number of methods offer the means to determine tree and plant values. The major source of plant valuation information and guidance in the United States is the Council of Tree and Landscape Ap- praisers’ Guide for Plant Appraisal (ninth edition). Based upon the criteria, the Replacement Cost Method, with slight modification, presented the most practical method to appraise the holly col- 225 lection. This method was used for trees that are considered to be of replaceable size, usu- ally 20.3 cm caliper or smaller. The McMin- nville area of middle Tennessee is known as the wholesale tree nursery capital of the southeast- ern U.S., where wholesale trees, shrubs, and plants up to 20.3 cm caliper can be purchased. A review of nursery catalogues was helpful to establish the base wholesale cost of transplantable plant materials. By doing this, most of the species in the arboretum were identified, and cost data were collected. There were some unusual and rare species in the collection for which no data could be found; these plants were not listed. At the same time, many species of hollies and culti- vars, including rare ones, were found in the cata- logues that were not in the arboretum collection. To solve this conundrum, hypothetical holly trees and shrubs of all species and culti- vars listed in the catalogues were created based upon field and container size. Values were deter- mined based on dimensional information con- firmed in the nursery catalogues (Table 1). Comparative holly values in the nursery market catalogues were based on two crite- ria: height grades for field-grown stocks, and by container size for non-field-grown stocks. The heights for field-grown stocks ranged from 0.6–5 m, and value was determined by size, independent of species or cultivar (Table 2). Container-grown holly stocks in a range of 4.4–132 L were developed, with tree-form size in containers ranging from 5–12 cm caliper; values were assigned by container size regardless of spe- cies or cultivar (Table 3). Container-grown caliper was not used in the valuation process of this case. Mean size class values were developed from the surveyed nursery wholesale pricing structures. This produced the average cost of a holly in each size cat- egory, regardless of its specific species or cultivar. A committee of three from the U.T. arboretum board ocularly assessed the condition of the hol- lies in the collection. Each plant was assigned an optical condition rating of 1–10, where 10 is excel- lent. The majority of the collection is in excellent condition. The average of this rating for the col- lection was 7.3. This number was converted to 73%, or 0.73, and multiplied by the determined wholesale value of the plants. The collection ©2018 International Society of Arboriculture
September 2018
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