Estate of Amalia Santos - Estate tax and CAR release
Estate value PHP 64M - Filing deadline Jun 10, 2026 - CAR package pending
Step 1
Intake
Step 2
Heir docs
Step 3
Inventory
Step 4
Valuation
Step 5
Tax
Step 6
Filing
Step 7
CAR
Step 8
Transfer
Heir Mapping
Family and authority records
| Heir | Relationship | Document status | Authority |
|---|---|---|---|
| Miguel Santos | Son | Valid ID missing | Co-executor |
| Elena Santos | Daughter | Complete | Heir |
| Rafael Santos | Spouse | SPA pending | Representative |
Asset Inventory
Estate property and liabilities
| Asset | Reference | Value | Status |
|---|---|---|---|
| Residential lot | TCT-194822 | PHP 28M | For valuation |
| Bank deposits | BPI certificate | PHP 11M | Requested |
| Shares | Family corporation | PHP 21M | For review |
| Liabilities | Medical and estate costs | PHP 3.2M | Draft |
Command Panel
AI drafting assistant
Draft EJS checklist
Generate heir document request
Summarize estate tax risks
Prepare CAR status update