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    Rmo15 03anxb3

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    Maureen Perez
    This document is an estate tax computation sheet from the Bureau of Internal Revenue (BIR) calculating taxes owed on the estate of a deceased taxpayer. It lists the deceased's real properties, personal properties, taxable transfers, deductions, the surviving spouse's share, and the total tax amount payable. The bottom sections provide spaces for BIR officers and the taxpayer to sign upon review and verification of the tax assessment.

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    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd

    Rmo15 03anxb3

    Uploaded by

    Maureen Perez
    137 views21 pages
    This document is an estate tax computation sheet from the Bureau of Internal Revenue (BIR) calculating taxes owed on the estate of a deceased taxpayer. It lists the deceased's real properties, personal properties, taxable transfers, deductions, the surviving spouse's share, and the total tax amount payable. The bottom sections provide spaces for BIR officers and the taxpayer to sign upon review and verification of the tax assessment.

    Original Description:

    Excel file of ONETT

    Original Title

    rmo15_03anxb3

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    © © All Rights Reserved

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    This document is an estate tax computation sheet from the Bureau of Internal Revenue (BIR) calculating taxes owed on the estate of a deceased taxpayer. It lists the deceased's real properties, personal properties, taxable transfers, deductions, the surviving spouse's share, and the total tax amount payable. The bottom sections provide spaces for BIR officers and the taxpayer to sign upon review and verification of the tax assessment.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    137 views21 pages

    Rmo15 03anxb3

    Uploaded by

    Maureen Perez
    This document is an estate tax computation sheet from the Bureau of Internal Revenue (BIR) calculating taxes owed on the estate of a deceased taxpayer. It lists the deceased's real properties, personal properties, taxable transfers, deductions, the surviving spouse's share, and the total tax amount payable. The bottom sections provide spaces for BIR officers and the taxpayer to sign upon review and verification of the tax assessment.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    of 21

    "Annex B-3"

    ONETT COMPUTATION SHEET


    ESTATE TAX
    Revenue Region No. , Revenue District Office No. -
    NAME OF TAXPAYER: Estate of TIN:
    RESIDENCE OF DECEDENT: DATE OF DEATH:
    (at the time of Death)
    NAME OF EXEC./ADMIN./HEIR: TIN:
    ADDRESS: DUE DATE (ET):

    COMPUTATION DETAILS
    PER AUDIT
    PARTICULARS EXCLUSIVE CONJUGAL
    REAL PROPERTIES (Schedule 1) P P

    PERSONAL PROPERTIES (Sum of Sched. 2 & 3)

    TAXABLE TRANSFERS (Schedule 4)

    GROSS ESTATE 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

    NET ESTATE P

    Less: Share of Surviving Spouse - (Schedule A)

    NET TAXABLE ESTATE P

    ESTATE TAX DUE P

    LESS: Tax Paid per Return, if a return was filed ----------------------------------------------------------------


    TAX PAYABLE
    -------------------------------------------------------------------------------------------------------------- P
    Add: 25% Surcharge P

    Interest ( to )

    Compromise Penalty P

    TOTAL AMOUNT PAYABLE ------------------------------------------------------------------------------------------------ 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:


    Computed by: ONETT Member/ Collection Section
    ONETT Officer OR No. Tax Type Date of Payment
    (Signature Over Printed Name)
    Approved by:
    Head, ONETT Team
    (Signature Over Printed Name)
    To be accomplished by ONETT Team.
    Computed by:
    ONETT Officer
    (Signature Over Printed Name)
    Approved by:
    Head, ONETT Team
    (Signature Over Printed Name)

    Reference:

    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:
    TAXPAYER/AUTHORIZED REPRESENTATIVE Telephone No. Date
    (Signature Over Printed Name)
    :

    TE (ET):

    ILS
    DIT PER REVIEW
    TOTAL TOTAL
    P

    To be accomplished upon review.


    Reviewed by:
    Chief, Assessment Div.
    (Signature Over Printed Name)
    Approved by:
    Regional Director
    (Signature Over Printed Name)
    To be accomplished upon review.
    Reviewed by:
    Chief, Assessment Div.
    (Signature Over Printed Name)
    Approved by:
    Regional Director
    (Signature Over Printed Name)

    amination or review.

    Date
    P

    P
    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.
    DETAILS OF PROPERTY:
    SCHEDULE 1 - REAL PROPERTIES
    OCT/TCT Tax Declaration No. (TD) Zonal Value (ZV) Fair Market Value
    CCT No. LOCATION CLASS. AREA FMV per BIR (FMV) per TD

    TOTAL

    PERSONAL PROPERTIES
    SCHEDULE 2 - SHARES OF STOCKS
    No. of Fair Market
    Name of Corp. Stock Cert. No. Shares Value

    TOTAL

    SCHEDULE 3 - OTHER PERSONAL PROPERTIES

    Fair Mar
    Particulars
    Exclusive

    TOTAL P

    SCHEDULE 4 - TAXABLE TRANSFERS

    Fair Mar
    Particulars
    Exclusive

    TOTAL P
    FMV whichever is higher
    CONJUGAL EXCLUSIVE

    P P

    FMV whichever is higher


    CONJUGAL EXCLUSIVE

    P P

    Fair Market Value


    Exclusive Conjugal / Communal

    Fair Market Value


    Exclusive Conjugal / Communal

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