Alabama Form Est 1 PDF Details

If you are a business owner in Alabama, then you will need to familiarize yourself with Form Est 1. This is the form that businesses in Alabama use to report their income and pay their taxes. In this blog post, we will provide an overview of what Form Est 1 is and how it works. We will also provide some tips on how to complete the form accurately. So if you are ready to learn more about Form Est 1, keep reading!

QuestionAnswer
Form NameAlabama Form Est 1
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesdecedent, Executor, Photocopy, Bedsole

Form Preview Example

 

FORM

 

ALABAMA DEPARTMENT OF REVENUE

Complete in Triplicate

EST-1

INDIVIDUAL AND CORPORATE TAX DIVISION, ESTATE TAX SECTION

and Mail All Copies

is acceptable)

 

 

 

Application For Estate Tax Waiver

(Carbon or Photocopy

 

6/99

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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 and belief, it is true, correct, and complete.

▼

ADMINISTRATOR’S OR AGENT’S SIGNATURE

DATE

Alabama Department of Revenue

Individual and Corporate Tax Division

Estate Tax Section

P. O. Box 327440

Montgomery, AL 36132-7440

ESTATE TAX WAIVER

9.NAME AND ADDRESS TO WHICH WAIVER SHOULD BE MAILED (Executor / Administrator)

▼

FOR OFFICIAL USE ONLY

This Estate Tax Waiver is hereby approved by the Alabama Department of Revenue.

Signed ______________________________________________

Ron Bedsole, Estate Tax Supervisor

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 application giving the information requested.

LINE 8. Describe the assets in the estate which are to be transferred. Examples of the information required on the different assets is described below.

(A)Stocks and Bonds. (1) Number of shares, (2) Name of 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 survivorship.

Example:

410 Shares – ABC Corporation – Common

John R. Doe and Mary Doe with right of survivorship

(B)Annuity Contract or Life Insurance Policy. (1) Name 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 Beneficiary, (4) Type of Annuity (Retirement, Single

Purchase, etc.) or life insurance policy (whole life or term), (5) Contract Number or Policy Number.

Examples:

ABC Insurance Company – Retirement Annuity

Contract #12345

$3,840.00 Beneficiary Mary Doe

 

 

 

 

 

XYZ Insurance Company – Life Insurance

Policy #67890

$5,850 Beneficiary John Smith

 

 

 

(C)Real Property. (1) Legal description of property or mineral rights as appears on deed or in contract, (2) For jointly held property, list name of Co-Tenant.

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, Co-Tenant Mary R. Doe.

LINE 9. Enter the name and address to which the waiver 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) 242-1000.

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The best way to fill in survivorship stage 1

2. When this segment is done, you need to insert the needed details in ABOVE INFORMATION MUST BE, A SEPARATE SET OF WAIVERS MUST BE, Under penalties of perjury I, ADMINISTRATORS OR AGENTS SIGNATURE, Alabama Department of Revenue, Individual and Corporate Tax, Estate Tax Section PO Box , Montgomery AL , ESTATE TAX WAIVER, FOR OFFICIAL USE ONLY, and This Estate Tax Waiver is hereby so that you can move forward to the next stage.

survivorship completion process outlined (step 2)

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