"Annex B-3"
NAME OF TAXPAYER: Estate of TIN:
DATE OF DEATH:
NAME OF EXEC./ADMIN./HEIR: TIN:
ADDRESS: DUE DATE (ET):
PER REVIEW
PARTICULARS
REAL PROPERTIES (Schedule 1) P P P P
PERSONAL PROPERTIES (Sum of Sched. 2 & 3)
TAXABLE TRANSFERS (Schedule 4)
GROSS ESTATE P P P
LESS: DEDUCTIONS
FUNERAL EXPENSES P P
JUDICIAL EXPENSES
CLAIMS AGAINST THE ESTATE
CLAIMS AGAINST INSOLVENT PERSON
UNPAID MORTGAGES
TRANSFERS FOR PUBLIC USE
PROPERTY PREVIOUSLY TAXED (vanishing deduction)
OTHERS
TOTAL P P
FAMILY HOME
STANDARD DEDUCTION
MEDICAL EXPENSES
OTHERS
TOTAL DEDUCTIONS P P
NET ESTATE P P
Less: Share of Surviving Spouse - (Schedule A)
NET TAXABLE ESTATE P P
ESTATE TAX DUE P P
LESS: Tax Paid per Return, if a return was filed ----------------------------------------------------------------
TAX PAYABLE--------------------------------------------------------------------------------------------------------------
P P
Add: 25% SurchargeP
Interest ( to )
Compromise Penalty P P
TOTAL AMOUNT PAYABLE ------------------------------------------------------------------------------------------------ P P
SCHEDULE A - COMPUTATION OF SHARE OF SURVIVING SPOUSE
Gross Conjugal Estate P P
Less: Total Conjugal Deductions
Net Conjugal Estate
Share of Surviving Spouse (Net Conjugal Estate / 2) P P
Remarks:
To be accomplished by ONETT Team. Payment Verified by: To be accomplished upon review.
Computed by: Reviewed by: ONETT Officer ONETT Member/ Collection Section Chief, Assessment Div.
(Signature Over Printed Name) (Signature Over Printed Name)
Approved by: Approved by: Head, ONETT Team Regional Director
(Signature Over Printed Name) (Signature Over Printed Name)
The BIR is not precluded from assessing and collecting any deficiency internal revenue tax(es) that maybe found from the taxpayer after examination or review.
CONFORME:
Instruction: Prepare in duplicate and ascertain that ONETT Computation Sheet is signed by Head ONETT Team before release to taxpayer. Please attach additional sheet, if necessary.
DateTelephone No.
TOTALCONJUGAL
RESIDENCE OF DECEDENT: (at the time of Death)
C O M P U T A T I O N D E T A I L S
Revenue Region No. ______ , Revenue District Office No. ______ - _______________________________
TAXPAYER/AUTHORIZED REPRESENTATIVE
TOTAL
(Signature Over Printed Name)
ONETT COMPUTATION SHEETONETT COMPUTATION SHEETESTATE TAX
PER AUDIT
EXCLUSIVE
OR No. Tax Type Date of Payment
Reference:
DETAILS OF PROPERTY:SCHEDULE 1 - REAL PROPERTIES
TOTAL P PPERSONAL PROPERTIESSCHEDULE 2 - SHARES OF STOCKS
TOTAL P P
SCHEDULE 3 - OTHER PERSONAL PROPERTIES
TOTAL P P
SCHEDULE 4 - TAXABLE TRANSFERS
TOTAL P P
Particulars
ParticularsFair Market Value
Exclusive Conjugal / Communal
Exclusive Conjugal / Communal
CONJUGAL
Tax Declaration No. (TD) LOCATION CLASS.
OCT/TCT CCT No. EXCLUSIVE
FMV whichever is higher
(FMV) per TD
Fair Market ValueZonal Value (ZV)AREA
FMV per BIR
Name of Corp.
Fair Market Value
CONJUGAL EXCLUSIVEStock Cert. No.
Fair Market Value
No. of Shares
FMV whichever is higher
Recommended