Automated Forms

Monday, September 22, 2008

MANDATORY UPDATE - Fixes to Asset Distribution and Tax Worksheet

We have been getting a bit of feedback on our forms that reference distributees. We have examined these Distribution forms and made some changes that we believe will make them easier to use. In addition, we have made a further update to the 2008 Tax Worksheet and a change to the Asset interview that will assist in calculating distributions.

To download the update, please refer to Chapter 2, page 4 of the NEBAR - Probate System V Manual and follow the detailed instructions.  You should use Internet Explorer to download the update UNLESS you have the very latest version of Mozilla Firefox.

When you download this update, you MUST run the update utility function. If you are unfamiliar with this function, it is located in the left side list on the home page of your application. Expand the file titled “Administration” (not 03. Administration but the other other one). Click on Update Utility and update the entire application.

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”.

VERSION 08.09.22
- Distribution Table - Rebuilt and restructured to make more robust and flexible
- Form 260 Affidavit for Collection of Assets by Domiciliary Foreign Personal Repr - Reviewed and restructured.  Need to appoint Foreign Domiciliary Personal Representative
- Form 373 Schedule of Distribution - Rebuilt with new options for listing by single or multiple distributees
- Form 410 Closing Receipt - Formal - Corrected error in calling variable and rebuilt with new options for listing by single or multiple distributees
- Form 412 Informal Closing of Estate by Verified Statement - Rebuilt with new options for listing by single or multiple distributees.
- Form 414 Closing Receipt - Informal - Rebuilt with new options for listing by single or multiple distributees
- Form 422 Schedule of Distribution - Rebuilt with new options for listing by single or multiple distributees
- Form 422a Certificate of Mailing Schedule of Distribution - Revised dialog scripts
- 2008 Inheritance Tax Worksheet - Restyled format, and revised and clarified explanations, particularly the 2008 changes in Tax Law
- General Script Changes - Changed definition of IP_Distributee to use Beneficiary

Wednesday, August 06, 2008

NOTIFICATION TO ALL USERS RE Expired MSWord macro security certificate on the GhostFill Word

Dear Users:

Basha Systems is currently closed for our August break but, as usual, we are monitoring email. We came across this announcement from Ghostfill which is the software platform upon which Probate V is built. Apparently, the MSWord macro security certificate on the GhostFill Word start-up files expired on Aug. 1. This will affect users who have their macro settings on medium or high.

If you should receive one of these Security Certificate expired warnings, an updated re-certified set can be extracted from the link below.  These files need to be copied/overwritten to the Word start-up folder in which
the existing files are stored.

http://www.korbitec.com/downloads/ghostfill-word-start-up-files-aug-2008.zip

Have a lovely Summer.

From the road to Mt. Rushmore,

Rose Rowland
Probate System V

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