Instructions:

A. ) Download file of BIR Form 1801 Version 2018 at www.bir.gov.ph (Links to an external site.) or print the Form.

B.) Input ALL the necessary information in the return electronically or manually/handwritten (see below).

C.) Compute the estate tax payable, if any.

Information:

Johnson Moderna, Filipino citizen, and a resident of N. Reyes St., Sampaloc, Manila, died on May 1, 2021. He is survived by his wife Sputnik Moderna and their son, Pfizer.

In filing his estate tax return, the BIR RDO No. 032 Manila assigned Taxpayer Identification No. 123-456-789-0000 to his estate. On the other hand, YOU, as the administrator of his estate was given TIN no. 987-654-321-0000. Note: your home RDO is the RDO which has jurisdiction over your residence.

The following are the composition of the conjugal estate:

Cash (Bank of the Pelepens Account No. 14344) Php 2,000,000.00 Car (Montero Sport 2020 Model) Value is Php 2,000,000 1,000 unlisted shares of stocks in ABC Corp. with Stock Certificate No. 13178. For the year 2020, the following information appeared in the Audited Financial Statements of the company: Assets Php 30 Million Liabilities Php 10 Million Shareholders Equity Php 20 Million Par Value per share Php 100 Outstanding shares is 100,000. Lot only House and Lot (Family home) Additional information:

Details

Lot

House and Lot

Transfer Certificate of Title

2121

101201

Tax Declaration No. - Land

MAC-2010-01

MAN-2010-02

Tax Declaration No. - House

MAN-2010-03

Location

San Isidro, Macabebe, Pampanga

N. Reyes St, Manila

Area

1,000 sqm

300sqm

Classification

Agricultural

Residential

Details

Zonal Value / square meter

Assessed Value

Lot in Pampanga

Php 2,000.00

Php 1,000,000.00

Lot in Manila

Php 50,000.00

Php 2,000,000.00

House

Php 5,000,000.00