Form EST-1 "Application for Estate Tax Waiver" - Alabama

What Is Form EST-1?

This is a legal form that was released by the Alabama Department of Revenue - a government authority operating within Alabama. As of today, no separate filing guidelines for the form are provided by the issuing department.

Form Details:

  • Released on June 1, 2014;
  • The latest edition provided by the Alabama Department of Revenue;
  • Easy to use and ready to print;
  • Quick to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a fillable version of Form EST-1 by clicking the link below or browse more documents and templates provided by the Alabama Department of Revenue.

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Download Form EST-1 "Application for Estate Tax Waiver" - Alabama

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Reset Form
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EST-1
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6/14
Application for estate tax Waiver
1. Name of decedent (First)
(Initial)
(Last name)
2. Date of death
3. Decedent’s legal residence at time of death
4. Decedent’s Social Security Number
5. Has Federal Estate Tax Return (Form 706) been filed?
6. Total gross estate
(Give the total gross estate value as reported on
$
Yes
No
Form 706. If Form 706 has not been filed, show
approximate value.)
7. Person to contact for
Name
Telephone No. (
)
additional information:
Address
8. Describe the assets in the estate which are to be transferred. (If additional space is needed, attach additional sheets.) See instructions on reverse side.
No. shares stock or
face value of bonds
Name of Company
Description
ABOVE INFORMATION MUST BE COMPLETED ON EACH APPLICATION BEFORE WAIVER CAN BE ISSUED
A SEPARATE SET OF WAIVERS MUST BE COMPLETED FOR EACH COMPANY
Under penalties of perjury, I declare that I have examined this waiver and, to the best of my knowledge
Alabama Department of Revenue
and belief, it is true, correct, and complete.
Individual and Corporate Tax Division
Estate Tax Section
P.O. Box 327440
Montgomery, AL 36132-7440
ESTATE TAX WAIVER
ADMINISTRATOR’S OR AGENT’S SIGNATURE
DATE
FOR OFFICIAL USE ONLY
This Estate Tax Waiver is hereby approved by the Alabama
Department of Revenue.
9. NAME AND ADDRESS TO WHICH WAIVER SHOULD BE MAILED
(Executor / Administrator)
Signed ______________________________________________
Date ________________________________________________
Valid only when signed by an authorized agent of
the Alabama Department of Revenue.
Reset Form
A
D
r
lAbAmA
epArtment of
evenue
Complete in Triplicate
ORM
and Mail All Copies
(Carbon or Photocopy
EST-1
I
C
t
D
, e
t
s
nDIvIDuAl AnD
orporAte
Ax
IvIsIon
stAte
Ax
eCtIon
is acceptable)
6/14
Application for estate tax Waiver
1. Name of decedent (First)
(Initial)
(Last name)
2. Date of death
3. Decedent’s legal residence at time of death
4. Decedent’s Social Security Number
5. Has Federal Estate Tax Return (Form 706) been filed?
6. Total gross estate
(Give the total gross estate value as reported on
$
Yes
No
Form 706. If Form 706 has not been filed, show
approximate value.)
7. Person to contact for
Name
Telephone No. (
)
additional information:
Address
8. Describe the assets in the estate which are to be transferred. (If additional space is needed, attach additional sheets.) See instructions on reverse side.
No. shares stock or
face value of bonds
Name of Company
Description
ABOVE INFORMATION MUST BE COMPLETED ON EACH APPLICATION BEFORE WAIVER CAN BE ISSUED
A SEPARATE SET OF WAIVERS MUST BE COMPLETED FOR EACH COMPANY
Under penalties of perjury, I declare that I have examined this waiver and, to the best of my knowledge
Alabama Department of Revenue
and belief, it is true, correct, and complete.
Individual and Corporate Tax Division
Estate Tax Section
P.O. Box 327440
Montgomery, AL 36132-7440
ESTATE TAX WAIVER
ADMINISTRATOR’S OR AGENT’S SIGNATURE
DATE
FOR OFFICIAL USE ONLY
This Estate Tax Waiver is hereby approved by the Alabama
Department of Revenue.
9. NAME AND ADDRESS TO WHICH WAIVER SHOULD BE MAILED
(Executor / Administrator)
Signed ______________________________________________
Date ________________________________________________
Valid only when signed by an authorized agent of
the Alabama Department of Revenue.
Instructions for Completing form est-1
this application must be completed in triplicate and all 3 copies mailed to the Alabama
Department of revenue, Individual and Corporate tax Division, estate tax section, p.o. box
327440, montgomery, Al 36132-7440. A separate set of waivers must be submitted for each
company. If approved, the original and one copy will be returned to you.
LINES 1 through 7. Complete lines 1 through 7 of the
purchase, etc.) or life insurance policy (whole life or
application giving the information requested.
term), (5) Contract number or policy number.
LINE 8. Describe the assets in the estate which are to be
Examples:
ABC Insurance Company – Retirement Annuity
Contract #12345
transferred. examples of the information required on the
$3,840.00 Beneficiary Mary Doe
different assets is described below.
XYZ Insurance Company – Life Insurance
Policy #67890
(A) Stocks and Bonds. (1) number of shares, (2) name of
$5,850 Beneficiary John Smith
stock or bond, (3) type or Class (preferred, common,
etc.), (4) for jointly held stocks or bonds, list name of
Co-tenant and indicate if held with right of
(C) Real Property. (1) legal description of property or
survivorship.
mineral rights as appears on deed or in contract, (2)
for jointly held property, list name of Co-tenant.
Example:
410 Shares – ABC Corporation – Common
John R. Doe and Mary Doe with right of survivorship
Example:
Montgomery County, Lot 1, according to the map of John P. Jones’
Survey, as recorded in Map Book 25 at page 8 in the office of the
Judge of Probate, Montgomery, Alabama, Jointly held property,
(B) Annuity Contract or Life Insurance Policy. (1) name
Co-Tenant Mary R. Doe.
of Company, (2) Commuted value of Annuity
contract or life insurance policy as of decedent’s date
of death (or schedule of settlement), (3) name of the
LINE 9. enter the name and address to which the waiver
beneficiary, (4) type of Annuity (retirement, single
should be mailed.
Mail The Original And 2 Copies
Of This Application To:
Alabama Department of Revenue
Individual and Corporate Tax Division
Estate Tax Section
P.O. Box 327440
Montgomery, AL 36132-7440
If you have any questions concerning the completion and/or submission of this application,
please contact the estate tax section of the Individual and Corporate tax Division at (334) 242-1033.
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