TaxFormFinder
Alabama Application for Refund of Estate Tax
Extracted from PDF file 2024-alabama-form-est-123.pdf, last modified September 2001Application for Refund of Estate Tax
ALABAMA DEPARTMENT OF REVENUE ESTATE TAX SECTION Reset Form IT: EST-123 9/01 P.O. Box 327440, Montgomery, AL 36132-7440 Application for Refund of Estate Tax Paid Through Mistake or Error to the Alabama Department of Revenue TO: ALABAMA DEPARTMENT OF REVENUE MONTGOMERY, ALABAMA Under the provisions of Section 40-15-21, Code of Alabama 1975, application is hereby made for a refund of estate tax in the amount of $______________________ and such additional amount as may be determined by the Alabama Department of Revenue paid by the said applicant through mistake or error to the Department of Revenue, said amount having been paid on the date or dates as follows: __________________________________________________________________________________ ______________________________________________________________________________________________________________ The facts in support of this application and the cause for alleged overpayment are briefly stated as follows: ________________________________________________________ ESTATE (TYPE OR PRINT) ________________________________________________________ APPLICANT ________________________________________________________ MAILING ADDRESS ________________________________________________________ CITY STATE ZIP ________________________________________________________ SIGNATURE Sworn to and subscribed before me this the ____________ day of _____________________________________, 20_______ . ______________________________________________________ NOTARY PUBLIC TO: STATE COMPTROLLER MONTGOMERY, ALABAMA I, _____________________________________________________ , Assistant Commissioner of the Alabama Department of Revenue, do hereby certify that the above application for refund has been examined and that estate tax in the amount of $_______________________ was paid by the applicant to the Alabama Department of Revenue as above stated. As authorized by Section 40-15-21, Code of Alabama 1975, it is requested that you draw your warrant on Estate Tax Fund in favor of the above named applicant for the sum of _________________________________________________________________ ___________________________________________________ Dollars ($_______________________), which is the amount of said estate tax erroneously paid to the Alabama Department of Revenue, plus interest at the legal rate as provided by law from ___________________________________________________________________________________________ , date(s) of payment. This ___________ day of _____________________________ , 20_________ . APPROVED FOR PAYMENT: _____________________________________________________ DIRECTOR, INDIVIDUAL AND CORPORATE TAX DIVISION ________________________________________________________ ASSISTANT COMMISSIONER OF REVENUE Received of State Comptroller, his Warrant No. ____________________ for ______________ in full payment of the above. ________________________________________________________ Prepare This Form In Triplicate. Send Two Copies To The Alabama Department of Revenue At The Address Above. Retain One Copy For Your Records.
EST-123 (9/01)
More about the Alabama Form EST-123 Estate Tax TY 2024
We last updated the Application for Refund of Estate Tax in February 2025, so this is the latest version of Form EST-123, fully updated for tax year 2024. You can download or print current or past-year PDFs of Form EST-123 directly from TaxFormFinder. You can print other Alabama tax forms here.
Other Alabama Estate Tax Forms:
TaxFormFinder has an additional 47 Alabama income tax forms that you may need, plus all federal income tax forms.
| Form Code | Form Name |
|---|---|
| Form EST-1 (Obsolete) | Application for Estate Tax Waiver |
| Form EST-123 | Application for Refund of Estate Tax |
| Form IT-AFF1 | Affidavit Of Estate Tax |
View all 48 Alabama Income Tax Forms
Form Sources:
Alabama usually releases forms for the current tax year between January and April. We last updated Alabama Form EST-123 from the Department of Revenue in February 2025.
About the Estate Tax
The IRS, and many states, impose an estate tax on the transfer of cash and property between a decedent and their beneficiaries. These taxes generally only apply to estates over a certain size threshold, generally several million dollars, and therefore only affects the largest few percent of estates in the United States.
Historical Past-Year Versions of Alabama Form EST-123
We have a total of fourteen past-year versions of Form EST-123 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
2012 Form EST-123
EST-123 (9/01)
2011 Form EST-123
EST-123 (9/01)
TaxFormFinder Disclaimer:
While we do our best to keep our list of Alabama Income Tax Forms up to date and complete, we cannot be held liable for errors or omissions. Is the form on this page out-of-date or not working? Please let us know and we will fix it ASAP.