San Beda College

College of Arts and Sciences

638 Mendiola Street, San Miguel, Manila, Metro Manila

Filing of BIR Form 1801 (Estate Tax Return)

with Supporting Documents

In Partial Fulfillment of the Requirement in

TAX02 Law on Transfer and Business Taxation

Submitted by:
Cho, Marvin James M.
4EAC-TAX02
Submitted to:
Atty. Jose Fernando G. Llave
TAX02 Professor

February 26, 2015

Table of Contents
Page
Overview of Estate
1
5 Rules in Filing Estate Tax
3
Case Problems & Suggested Answer
5
References
6
Appendices
Appendix 1. Notice of Death
Appendix 2. Certified True copy of Death Certificate
Appendix 3. Deed of Extra-Judicial Settlement of the Estate
Appendix 4. Sworn Declaration of all properties of the Estate
Appendix 5. Community Tax Certificate
Appendix 6. Certificate of Condominium Title
Appendix 7. Estate Tax Return (BIR Form 1801)
Appendix 8. Cancellation of Decedent TIN (BIR Form 1905)

APPENDICES
(Supporting Documents)