Form Est-1 - Application For Estate Tax Waiver Page 2
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1
2Instructions 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
transferred. Examples of the information required on the
ABC Insurance Company – Retirement Annuity
Contract #12345
different assets is described below.
$3,840.00 Beneficiary Mary Doe
(A) Stocks and Bonds. (1) Number of shares, (2) Name of
XYZ Insurance Company – Life Insurance
Policy #67890
stock or bond, (3) Type or Class (preferred, common,
$5,850 Beneficiary John Smith
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
Example
410 Shares – ABC Corporation – Common
John R. Doe and Mary Doe with right of survivorship
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
(B) Annuity Contract or Life Insurance Policy. (1) Name
Judge of Probate, Montgomery, Alabama, Jointly held property,
of Company, (2) Commuted value of Annuity
Co-Tenant Mary R. Doe.
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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