Checklist for Settlement of Estate

o Notice of Death
o Obtain TIN for the Estate from the BIR
o Certified True Copy of Death Certificate
o Copy of Birth Certificates of Heirs of the Decedent
o Secure TIN of Heirs of the Decedent
o Copy of Marriage Certificate of Surviving Spouse
o Extra-Judicial Settlement /Affidavit of Sole- Adjudication/Court order settling estate
o Involving Real Properties
o Certified True Copy of Title of Each Real Property
o Latest Tax Declaration of Each Real Property
o Certificate of Tax Clearance
o Certificate of No Improvement
o Certificate of Property Holdings (per city where real properties are located)1
o Basis for valuation (zonal/fmv/assessed value)
o Involving Personal Properties
o Certificate of Deposit/Indebtedness/Investment
o For vehicles: Photocopy of Certificate of Registration and proof of value
o For stocks: Photocopy of Certificate of Stocks and proof of valuation
▪ Audited Financial Statement
▪ General Information Sheet
▪ For Traded: Newspaper clipping of stock quote at date of death
o Publication of EJS
o Affidavit of Publication
o CPA Statement (when Gross Estate exceeds P2M)
o To Claim Deductions:
o Standard Deduction (P2M)
o Family Home: Certification of Barangay Captain (maximum of P1M)
o Medical Expenses: Official Receipts (Maximum of P500,000.00)
o Funeral Expenses: Official Receipts (Maximum of P200,000.00)
o Judicial Expenses: Official Receipts
o Claims Against Estate: Notarized Promissory Note arising from loan contract
o Property Previously Taxed: Proof
o Transfer for Public Use: Proof
o Tax Credit: Proof
o Tax Debit Memo, if applicable

1
SPA required.