Monday, March 31, 2008
Time for Spring Clean-up - with a new Nebraska Probate V Update
Spring has finally begun around the country offices of Nebraska Probate System V and it has inspired us to with spring clean-up fever. Our newest update contains not only a brand new form but some requested changes, clean-ups and updates that have been suggested to us by our Probate System V users.
As always, we try not to bother our users with too many updates (the last one was in October 2007) so when they come out, they’re really worth downloading. For instructions on updating, please refer to Chapter 2, page 4 of the NEBAR - Probate System V Manual and follow the detailed instructions.
Happy Spring to all!
VERSION 08.03.31
- Form 233 - Created link to forms under 02.2 Formal Intestacy
- Form 234 - Created link to forms under 02.2 Formal Intestacy
- Form C-20 Financial Release Form. Initially designed as a blanket release for designated creditors. Now allows the choice to release (a) single firm contact, (b) single interested party, (c) multiple interested parties or (d) another person.
- Form C-40 - New form. Added receipt for creditor, titled 03.210 Creditor Receipt (C-40). Located under 03. Administration -> 03.2 Claims.
- Form C-3 - Rebuilt form to include a receipt and to optionally pull from the Unsecured Debts, Firm Contacts, Selected Party or Parties.
- Form 105 - Modified so that the document can run as blank, table format or as repeating and separate waivers.
- Form 523 - Modified so that the document can run as blank, table format or as repeating and separate waivers.
- Forms 220- Corrected placement of subscribed and sworn to language
- Forms 230—Corrected placement of subscribed and sworn to language
- Form 109- Added signature line
- Form 330 - Inventory - Schedule G - fixed typo
- Form 331 - Inventory - Short Form - Minor structural changes.
- Updated Forms by Number list to include new forms and correspondence
- Form 373 - Schedule of Distribution - Minor fix
- Change in Asset population script to include pre-filtered assets
http://forum.nebar.com/EE/updates/2008.03.31/08.03.31_NEBAR_Automated_Forms.gfa
http://forum.nebar.com/EE/updates/2008.03.31/08.03.31_NEBAR_Common.gfa
http://forum.nebar.com/EE/updates/2008.03.31/08.03.31_NEBAR_Probate_System.gfa
Friday, January 11, 2008
NOTIFICATION TO ALL USERS RE MOVING OF MAIN PROBATE SYSTEM V INSTALLATIONS
Important information regarding the moving of a main Probate System V installation-
Recently, there seems to have been a rash of new computer buying in Nebraska. It has come to our attention that many of our users don’t seem to understand how the Nebraska system is licensed.
The Nebraska Probate System V can be installed on a network drive and be available to as many people as there are Work Station installations. People with work station installations can not open files from their computer although they can work on them. There was originally a concept of a shared meter but it was dropped as it caused too many problems.
All new files must be purchased from the computer upon which the original installation was created. This is because of the meter. The meter itself is only licensed to one computer.
If you move the installation to a new computer, the link to the meter will be broken. Although you will be able to work on the files you have already created, you will be unable to purchase new files.
Therefore, if you want to move the MAIN installation, you will need to have an entirely new installation done, ie you will need to contact Rose at (914) 827-9173 and make an appointment as you did the first time. As a consideration for the extra time involved, we simply ask that if you have less than 5 units on your system, you purchase at least one additional unit so that we can have legitimate purchase code for the reinstallation.
Thank you for your understanding and cooperation and continued support.
Monday, October 15, 2007
MANDATORY UPDATE: New Tax Rules (Oct. 15, 2007)
The Nebraska Tax Worksheet is changing to accommodate the new tax rules which will be effective as of January 1, 2008. It will apply to all decedents who die after that date. Please be sure to install this update as soon as possible as it contains many corrections and improvements requested by our Nebraska Probate V users.
Please find instructions for the latest UPDATE. The following are MANDATORY UPDATES.
NEBAR - Automated Forms - RIGHT CLICK TO SAVE
NEBAR - Common - RIGHT CLICK TO SAVE
NEBAR - Probate System - RIGHT CLICK TO SAVE
NOTE: We are very pleased with the number of you who are remembering to update your Probate Systems. Just remember, after applying the update file, the update process involves (1) downloading the updates, (2) running then, and (3) Going into the ADMINISTRATION -> UPDATE UTILITY and choosing “1. Update Application”.
MAJOR CHANGES
- Created new Tax Worksheet for changes effective as of Jan 1 2008. Worksheet required changes in the exemption for classes 1, 2 and 3 as well as changes to a flat tax for any property in excess of the exemption. Changed the exemptions for classes 1, 2 and 3 respectively to $40,000, $15,000 and $10,000. Changed the flat tax rate for classes 2 and 3 respectively to 13% and 18%.
GENERAL UPDATES
Update of all issues reported to us by our users on Fogbuz including:
- Long Form Inventory/Short Form Inventory. Changes to the Inventory forms allowing them to now be successfully created as blanks.
- Form 223. Correction to footer
- Form 231- Correction of text case
- Form 243- Correction to Paragraph Numbering
- Form 252, 253- Correction to Will Dating function
- Form 409 Correction to Notary Block
- Form 422 Correction to attached Bar Notes commentary
Tuesday, March 13, 2007
HotFix - Tax Worksheet, Form 220 and Form 106 improvements
This hotfix covers the fix for the Form 220 to avoid an error message and the removal of some extra text from the Nebraska Tax Worksheet. We also added an improvement for the 106 Form. While it is always advisable to do an Update application (see Chapter 2 of your manual for the proper procedure), it may not be necessary with this small HotFix.
Please find instructions for the latest UPDATE.
NEBAR - Probate Forms HotFix - RIGHT CLICK TO SAVE
Note on Forum Membership
To all members of the Nebraska Bar:
The NSBA Probate V forum is a forum for persons who have purchased NSBA Probate System V. Therefore all registrations are usually done through Basha Systems. While we would love for all members of the Bar to be able to make use of this forum, like everyone else these days, this forum has been the recipient of phishing scams and spammers which we are very diligent about deleting. Therefore, it is impossible for us to determine which non NSBA Probate V member registrations are legitimate and which are not. If you would like to participate in this forum but do not feel ready to purchase the NSBA Probate V system at this time, please contact Rose at (914) 827-9173 and she will be happy to issue you a member ID.
Thank you for your understanding.
Rose Rowland
NSBA Probate System V aka Basha Systems LLC
Friday, March 09, 2007
2007 Annual NCLE Estate Planning and Probate Semiar
Our chief developer, Seth Rowland, Esq. will be co-presenting with Tom Fitchett at the 2007 Annual NCLE Estate Planning and Probate Semiar on the topic of “Computers and Document Assembly Update”. Please join us, say hello to Seth, ask your questions.
Friday, December 01, 2006
Mandatory Update - December 1, 2006
Please find instructions for the latest UPDATE. The following are MANDATORY UPDATES.
NEBAR - Automated Forms - RIGHT CLICK TO SAVE
NEBAR - Common - RIGHT CLICK TO SAVE
NEBAR - Probate System - RIGHT CLICK TO SAVE
NOTE: We are very pleased with the number of you who are remembering to update your Probate Systems. Just remember, after applying the update file, the update process involves (1) downloading the updates, (2) running then, and (3) Going into the ADMINISTRATION -> UPDATE UTILITY and choosing “1. Update Application”.
STABILITY AND SUPPORT ISSUES
We have had several reports of lost data. Most often, these reports occurred when a new file was opened and the user, unintentionally would open two Main Lists (one blank, one with data) and the blank version would overwrite the one with data. This is fixed in the current build. For this reason, this is a MANDATORY update.
SHARED METER
We have had support calls from users who had SHARED units, and then found that the shared meter had gone to zero. We have altered the code that is designed to prevent tampering with the meter which may resolve most instances. We have also added a password protected utility that we can use to “quickly” restore to the shared meter any units that were inadvertently lost.
ERRORS IN NAMING FILE AND DECEDENT
We have had support calls from users who misnamed a File and the name of the Decedent. It is VERY important that you take the confirming message boxes seriously. We now have a procedure where we can remote-in and Rename the File (and related files) to make the correction in a few minutes.
ESTATE PLANNING WORKSHEET
Modifications have been made to the worksheet. The “labels” for a number of items reflected the line numbers of the original estate planning worksheet. These labels have now been corrected. There is an open issue on the handling of the Marital Deduction which is currently being reviewed.
PROBATE SYSTEM MANUAL:
The Manual for Probate System V is included in the new build. It is accessible from the HELP menu on the Probate Application.
Tuesday, November 14, 2006
Annual Meeting Recap
We had a very successful annual meeting. Thanks for everyone who turned out. Over 55 people registered for two seminars on advanced customization of Probate System V. We showcased some new customization feature (included in an appendix of the manual) that will be made available in December. We recorded the audio and the visuals of the two sessions. We will be splicing together the best of both sessions into a single video class and making it available through this site. More on that when it is ready.
Tuesday, October 31, 2006
Manuals, Order Form and Brochure
We have been busy finalizing a comprehensive manual for Probate System V. At 142 pages, the manual is a good read
Download NEBAR Probate System V Manual
PLACING ORDERS BY MAIL
For those who wish to place orders, we recommend purchasing through our store. However, if you preference to printout a form and mail it with a check, click on the following link.
Download Order Form
PROBATE SYSTEM V BROCHURE
For those who want a handout that describes the product to show to your colleagues, click on the link below.
Download Handout
Monday, October 23, 2006
Web Demo and Instructional Course at Nebraska Annual Meeting
TO CURRENT and FUTURE USERS OF PROBATE SYSTEM V:
Over 80 Nebraska law firms have signed on since Probate System V ("PSV") was released six months ago and received basic training. In response to popular demand, Seth Rowland, Esq., the developer of PSV will be leading two educational sections at the 2006 ANNUAL MEETING of the Nebraska State Bar Association entitled “Customizing Your PS V System for Your Own Office and Law Firm.”
ALL attorneys, paralegals and legal secretaries using PSV or considering using PSV are cordially invited to register for one or both of these sessions. The course is FREE to all. The sessions are on Friday, November 3, 2006 at 9:00 AM and at 10:30 AM. In these two-90 minute sessions, the chief developer of PSV, Seth Rowland, will quickly refresh the basics and then cover advanced topics, including: working with the Inheritance Tax Worksheet, configuring your firm preferences, and the responsibilities of the Unit Manager. In addition, we will be introducing a new set of features that will allow you to customize PSV to reflect your own firm’s layout preferences and create a consistent style for all documents generated with the system.
Please register TODAY. Advance registration is appreciated so that we can make sure these is room for everyone. For late registration. Call the Bar Association directly for late registration or register at the conference.
TO ALL MEMBERS OF THE NEBRASKA STATE BAR ASSOCIATION
Whether you are juggling multiple probate filings, or just need to make sure you have the correct forms for an occasional probate file, you should consider Probate System V - an automated forms solutions from NSBA and Basha System LLC. The software is free. The installation is free. The updates are free. Pay only for the files you need.
Starting at $50 per estate file, Probate System V is a forms solution that you can disburse to your clients. The system includes all the probate forms found in the Probate System IV manual. In addition the system include tools for preparing asset inventories and calculating the Nebraska Inheritance task. In the first six months since its release, over 80 law firms have signed up.
You are cordially invited to attend a web demo of the system, held Tomorrow at 2:00 PM. To attend the meet, click on the link below and register for the meeting: Reserve your Webinar Seat Now at:
https://www.gotomeeting.com/register/235077022.
You will be sent an e-mail confirmation with connection information.
For additional information on the product, please visit: http://forum.nebar.com/EE/index.php?/psv.
You are also invited to stop by at the Probate System V booth at the 2006 ANNUAL MEETING and to attend one of the educational sessions led by the developer of Probate System V on Friday