Application Of Personal Representative For Determination Of Maine Estate Tax And For Discharge Of Personal Liability For Any Deficiency In Maine Estate Tax Subsequently Found To Be Due

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APPLICATION OF PERSONAL REPRESENTATIVE
FOR DETERMINATION OF MAINE ESTATE TAX AND FOR DISCHARGE OF PERSONAL LIABILITY FOR ANY
DEFICIENCY IN MAINE ESTATE TAX SUBSEQUENTLY FOUND TO BE DUE
Decedent information:
Name: First______________________ MI _____ Last __________________________
Social security number: ______ - ____ - ________ Date of death: ____/____/____
Address: Street _______________________________________
City _________________________ State ____ ZIP code ____________
Maine resident: ____
Nonresident: ____
Personal representative information:
Name: First ___________________ MI ____ Last ________________________
Social security number: ______ - ____ - ________
Tel.: ______ - ______ - ________
Address: Street __________________________________________
City: __________________ State ____ ZIP code ____________
Email: _____________________________
Date Maine estate tax return was fi led: ____ / ____ / ____
Federal return fi led? Yes ____ No ____
If not, please state why no federal return has been fi led: 1. Gross estate federal fi ling threshold not met ____
2. Other ________________________________________________________
Required supporting documentation attached to this Application? Yes___ No___
I certify all Maine estate tax in respect of the above-named decedent has been paid in full, together with any applicable inter-
est and penalty accrued to the date of my signature below, and further, I request a discharge from personal liability for any
defi ciency in Maine estate tax subsequently found to be due. Under penalties of perjury, I declare that I have examined this
application, and to the best of my knowledge and belief the information contained herein is true, correct and complete.
Signature: _________________________________ Date: ____ / ____ / _____
I, the State Tax Assessor, hereby certify:
1. That the Maine estate tax liability, including any applicable interest and penalty, in respect of the above-named decedent
determined to be due has been paid; and
2. That the personal representative listed above in the capacity as personal representative, but not the estate or others in
possession of estate assets, is hereby discharged from personal liability for any defi ciency in Maine estate tax, with any
interest and penalty thereon, subsequently found to be due in respect of the above named decedent.
Signature: ____________________________ Date signed: ____ / ____ / ____
Return to:
Mail this application to:
_____________________________
Maine Revenue Services
_____________________________
Income/Estate Tax Division
P.O. Box 1064
_____________________________
Augusta, Maine 04332-1064
Rev. 08/11

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