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
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
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
Thursday, September 28, 2006
HotFix - Application for Informal Probate of Will (Form 220)
FORM 220 - APPLICATION FOR INFORMAL PROBATE
Thanks to Donnis Bullock, a legal assistant at Hart, Dawson & Sudbeck, P.C. for bringing to our attention an error in Form 220. This hot fix corrects an error that occurs if the petition is being signed by the Personal Representatives in the role as petitioner. Please find instructions for the latest UPDATE.
NEBAR - Probate System - Hot Fix for Form 200 - RIGHT CLICK TO SAVE
NOTE: Download the patch and run it. However, there is no need to run the UPDATE UTILITY for this patch.
Tuesday, September 26, 2006
Mandatory Update - September 26
INHERITANCE TAX WORKSHEET!!! INHERITANCE TAX WORKSHEET!!!
You have been asking us to make revisions to it to (1) correct a calculation error for Class 3 Beneficiaries, (2) carry over more deductions and expenses from the Master Information List, and (3) include a itemization detail for the Asset and Expense Schedules. Well, we listened. and you find this in the current update. Along with a LOT more.
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: It has come to our attention that many of you are STILL FORGETTING to update your Probate Systems 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”.
PROBATE SYSTEM MANUAL:
We are working on a PDF manual for Probate System V. The following chapters are currently available for download and preview.
Chapter 1. PSV Basics - RIGHT CLICK TO SAVE
Chapter 2. Unit Manager - RIGHT CLICK TO SAVE
When the manual is completed it will be accessible from the Help menu. The Unit Manager chapter includes instructions on downloads and updates.
NEW FEATURES:
- Form 220 - Informal Application
+ Signature Block fixed. - Form 326 - Augumented Estate Tax Worksheet
+ Updated the link in Forms by Number list. Rewrote Excel functions.
+ Mapped fields from MIL to the Worksheet.
- Form 400 - Schedule of Distribution
+ Revise to allow option of grouping distributions by distributee.
+ Can be used for purposes of allocating assets for purposes of Inheritance Tax Worksheet.
- Form 500 - Inheritance Tax Worksheet. Major revisions.
+ Added a new Inheritance Tax Worksheet Schedules report to attach to spreadsheet with itemized details of both assets and expenses
+ Corrected error on calculation of inheritance tax for Class 3 Beneficiaries.
+ Revised display of Checkboxes for Line 60 to 63
+ Deductions and Expenses from Master Information List now flow into the Tax Worksheet automatically
+ Master Information List revised to encompass most deductions on Form 500
- Form 521a
+ Fixed Script for Beneficiaries which was bringing in only a single beneficiary.
- Firm Preferences
+ Can now define a preference for the signature block reference to phone, fax and email.
- File Dialog
+ Purges unauthorized characters in File/Folder name.
- Assembly in Blank Now Supported for:
+ DMV Form 151.
+ Form C2 - Forward Final Distribution to Distributees.
+ Form C3 - Letter Forwarding Payment of Claim.
- Form 220 - Application for Informal Probate.
+ Revised text of paragraph describing testamentary documents to eliminate extra spacing.
- Firm Preference for Court Orders to Include name of attorney submitting request for order now applied to the following forms:
+ 01.103 Order Setting Date for Hearing and Notice (Form 106)
+ 01.105 Order for Hearing and Change of Notice (Form 108)
+ 02.101 Order Setting Date for Hearing and Notice (Form 106)
+ 02.102 Order Admitting Will to Formal Probate (Form 201)
+ 02.201 Order Setting Date for Hearing and Notice (Form 106)
+ 02.202 Order of Intestacy (Form 211)
+ 02.502 Order Setting Date for Hearing and for Notice (Form 108)
+ 02.503 Order Appointing Special Admin - Formal Proceeding (Form 241)
+ 02.602 Order for Supervised Administration - Formal Proceedings (Form 251)
+ 02.604 Order for Determining Testacy (Form 253)
+ 03.502 Order Authorizing Sale of Real Property (Form 341)
+ 03.510 Order Setting Hearing (Form 106)
+ 03.701 Order for Selection of Homestead Allowance (Form 361)
+ 04.201 Order for Complete Settlement After Informal Testate (Form 401)
+ 04.203 Order for Complete Settlement After Informal Intestate (Form 403)
+ 04.205 Formal Order for Complete Settlement After Formal Testate Proceeding (Form 405)
+ 04.207 Order for Complete Settlement After Formal Intestate (Form 407)
+ 04.208 Order Setting Hearing (Form 106)
+ 05.103 Order Allowing Payment of Tentative Inheritance Tax (Form 511)
+ 05.105 Order Releasing Tax Liens (Form 513)
+ 05.107 Order Determining and Assessing Inheritance Tax (Form 521a)
+ 05.108 Order Determining No Inheritance Tax Due, Voluntary Appearance, Waiver of Notice (Form 521b)
+ 05.113 Order Appointing Acting County Attorney (Form 530)
+ 07.102 Order Continuing Hearing on Petition for Formal Probate of Will - Appeals (Form 1002)