Form Est-1 - Application For Estate Tax Waiver
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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.
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