Form Dp-145 - Legacy And Succession Tax Return
ADVERTISEMENT
1
2
3FORM
NEW HAMPSHIRE DEPARTMENT OF REVENUE ADMINISTRATION
LEGACY AND SUCCESSION TAX RETURN
DP-145
151
DO NOT FILE THIS RETURN UNLESS THERE IS A TAXABLE LEGATEE(S)
FOR DRA USE ONLY
ESTATE OF:
LAST NAME
FIRST NAME
MIDDLE INITIAL
DATE OF DEATH
STEP 1
DECEDENT'S SSN
NAME
DOMICILE AT DATE OF DEATH:
STREET
CITY/TOWN
STATE
COUNTY
PROBATE NO.
ADDRESS
SSN
FEIN
NAME OF EXECUTOR/ADMINISTRATOR:
LAST NAME
FIRST NAME
MIDDLE INITIAL
EXECUTOR/ADMINISTRATOR SSN OR FEI N
EXECUTOR/ADMINISTRATOR ADDRESS: STREET
CITY/TOWN
STATE
ZIP CODE
Authorization is granted to the representative listed below to receive confidential tax information under RSA 21-J:14 and to act as the
STEP 2
estate's representative before the NH Department of Revenue Administration.
POWER OF
NAME OF REPRESENTATIVE:
STREET
CITY/TOWN
STATE
ZIP CODE
(AREA CODE) TELEPHONE NO.
ATTORNEY
SIGNATURE OF EXECUTOR/ADMINISTRATOR: (THIS LINE MUST BE SIGNED TO GRANT A POWER OF ATTORNEY)
STEP 3
YES NO
ANSWER
A
Does the decedent have a gross estate of $600,000 or more through 1997 or $625,000 or more through 1998, $650,000
QUESTIONS
or more through 1999, $675,000 or more through 2000 and 2001? If yes, a NH-706 Estate Tax Return must be filed.....
A - G
Were there in existence at the time of death any trusts that had been created by the decedent during his/her lifetime? If
B
yes, a copy of all such trust instruments must be attached to this return and a Form AU-101-C must be
completed.............................................................................................................................................................................
Did the decedent, within 2 years of death, make any gifts or transfers having a total value greater than $1000? If yes,
C
please complete Form AU-101-B...........................................................................................................................................
D
Was a disclaimer filed by any of the legatees? If yes, a copy of all such disclaimers must be attached to this
return....................................................................................................................................................................................
Does this return amend a previously filed Legacy and Succession Tax Return?...............................................................
E
Did you elect the alternate valuation? .................................................................................................................................
F
G
Did the decedent own a safety deposit box at the time of death?......................................................................................
STEP 4
COMPLETE SCHEDULE A AND PAGE - 2- BEFORE COMPUTNG TAX
STEP 5
27
Taxable Portion of Rest & Residue (From Page 2, Line 26)..............................
27
TOTAL
28 Specific Bequests To Taxable Legatees (From Schedule A, Line 8)............... 28
TAX
29 Transfers To Taxable Legatees (From Schedule A, Line 16)........................... 29
30
30
TOTAL TAXABLE ESTATE..............................................................................
31
31
NH Legacy and Succession Tax (Line 30 x 18%).....................................................................................
STEP 6
32
32(a)
Credits:
(a) Estimated tax paid..............................................................
(b) Tax paid with application for extension.............................
32(b)
FIGURE
(c) Credits allowed under RSA 87:1.......................................
32(c)
CREDITS
(d) Other Credits or payments (Attach explanation)...............
INTEREST &
32(d)
PENALTIES
32
TOTAL CREDITS.......................................................................................................................................
32
Balance of tax due (Line 31 less Line 32).................................................................................................
33
33
Additions to tax:
(a) Interest...................................................................
34
34(a)
(b) Failure to pay.........................................................
34(b)
(c) Failure to file..........................................................
34(c)
34
TOTAL ADDITIONS TO TAX.....................................................................................................................
34
STEP 7
Balance Due (Line 33 plus Line 34) Make check payable to: State of New Hampshire..........................
35
35
BALANCE DUE
36
Refund Due (Line 32 less the sum of Line 31 and Line 34)....................................................................
36
OR
REFUND
THIS RETURN MUST BE ACCOMPANIED BY AN ACCOUNTING
STEP 8
Under penalties of perjury, I declare that I have examined this return and to the best of my belief it is true, correct and complete.
SIGNATURE
If prepared by a person other than the taxpayer, this declaration is based on all information of which the preparer has knowledge.
FOR DRA USE ONLY
SIGNATURE OF EXECUTOR/ADMINISTRATOR
DATE
SIGNATURE OF PREPARER IF OTHER THAN EXECUTOR/ADMINISTRATOR
DATE
PREPARER'S TAX IDENTIFICATION NUMBER
NH DEPT OF REVENUE ADMINISTRATION
PREPARER'S ADDRESS
DOCUMENT PROCESSING DIVISION
MAIL
PO BOX 637
TO:
CONCORD NH 03302-0637
CITY/TOWN, STATE AND ZIP CODE
DP-145
1
Rev. 11/00
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Financial