Republic of the Philippines

Department of Finance
BUREAU OF INTERNAL REVENUE
Revenue Region No. 08
Revenue District Office No. 049
North Makati

MEMORANDUM FOR:
The Revenue District Officer
This District

Thru: Channels

Subject: Estate of the late MR. ROBERTOG. GENUINO

1956 Flor de Liz St., La Paz, Makati City

This refers to the investigation on the estate tax liabilities of the above-named decedent who died
intestate on July 24, 2016 covered by Tax Verification Notice No. 2015 00026629 dated August 07, 2018.

The Notice of Death was filed and was received by the Bureau on August 2, 2018.

The decedent died leaving his estate to his legitimate heirs, namely:
a. JOSE ROBERTO A. GENUINO, with TIN 194-021-774-000 and residence address at 22
Pomona St., Mahogany Place 2, Acacia Estate Brgy. Bambong Taguig City;
b. MA. MARGARITA A. GENUINO, TIN 201-364-107-000 and a resident of 1956 Flor de liz St.,
Brgy. La Paz, Makati City;
c. MARIA JESUSA G. TORRES, with TIN 900-260-632-000 and residence at 16 JC Coolidge St.
Parkwood Village Phase 1 Brgy. Maybunga Pasig City;
d. MARIA JOSERINA G. MATRO, having TIN 215-322-863-000 with residence at 2161 Samala
St., Binakayan, Kawit Cavite;
e. MIGUEL ROBERTO A. GENUINO, TIN 310-133-956-000 and a resident of 1956 Flor de liz
St., Brgy. La Paz, Makati City;

On July 30, 2018, the corresponding estate tax for his estate was paid and filed by his heirs, the details
of which is as follows:

Particulars Value/Amount
Real Properties 9,825,449.17
Personal Properties 0.00
Gross Estate 9,825,449.17
Less: Funeral Expenses 200,000.00
Gross Taxable Estate 9,625,449.17
Less: Special Deductions:
Family Home 1,000,000.00
Standard Deduction 1,000,000.00
Medical Expenses 21,654.60 2,221,654.60
Net Estate 7,603,794.57
Share of Surviving Spouse 0.00
Net Taxable Estate 7,603,794.57
ESTATE TAX DUE 855,569.18
Add: Increments:
25% Surcharge 213,892.30
20% Interest 273,313.33
Compromise penalty 31,000.00 518,205.63
Total Estate Tax Still Due 1,373,774.81
Less: Payments Made 07/30/2018 1,373,774.81
TOTAL AMOUNT PAYABLE 0.00
 In view of the foregoing, the undersigned respectfully recommends for the issuance of Certificate
Authorizing Registration (CAR), after suitable review, as the requirements for the estate tax have been properly
complied with.

JOHN LOUIE O. ESGUERRA

Revenue Officer

Noted by:

MARIA LINA M. AFICIAL

Group Supervisor

Approved by:

ATTY. SHIRLEY A. CALAPATIA

Revenue District Officer