Form Est-1 - Alabama Application For Estate Tax Waiver Page 2
Download a blank fillable Form Est-1 - Alabama Application For Estate Tax Waiver in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Form Est-1 - Alabama Application For Estate Tax Waiver with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
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:
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.
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Financial