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
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.
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)
Monday, June 26, 2006
Mandatory Update - June 26
Well ... it is worth the wait!
We have a brand new update with tons of items that YOU REQUESTED. We have been listening. First, how to get the update ... and then the details.
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 NOT updating your Probate Systems. The update process involves (1) downloading the updates and running then, and (2) Going into the ADMINISTRATION -> UPDATE UTILITY and choosing “1. Update Application”.
NEW FEATURES:
- Update Utility
- Mandatory to apply after new build is installed to ensure that older answer files are current with changes in templates and scripts. - Shared Meter now operational
- Now the Unit manager can transfer Files to a Shared Meter so that others in the office can open new Estate Files.
- Includes a LogFile to track who is purchasing files, and when new files are purchased. - Form 230 - LongForm Inventory
- Added Schedule I Annuities
- Added Schedule Totals and Numbered list of inventory items.
- Added optional itemization of assets and asset detail - Form 231 - ShortForm Inventory
- Added Schedule I Annuities
- Added Schedule Totals and Numbered list of inventory items.
- Added Schedule K details and totals.
- Added optional itemization of assets and asset detail - Testamentary Documents Abstract
- Added new categories, including multiple types of gifts and appointments
- Fixed abstract report by Affected Person
- Add abstract report by Document - MIL -> Court Dialog
- Judge Selection automatic now on-exit of field
- Newspaper lookup to Firm Contact Manager - Contact Manager
- New section under Administration
- Master Phone List, including archived contacts
- Contact List (by Category)
- Complete Contact Detail Report on all active contacts
- Includes Newspaper category
- Lookups to contact list now bring in the corporate name of entities. - Interested Parties List and Reports
- New cleaner look, with Party ID now on top
- Complete reporting on Interested Parties now available through a Contact List report
- Comprehensive Contact Detail Report shows all data entered on Interested Parties - Assets List
- Completely rebuilt reports
- NEW Asset - Full Detail Report
- Revised assets reports by Type and Schedule
- NEW Stock Assets Report
- NEW Real Propety Assets Report
- Rebuilt Distribution Table Report
- Rebuilt Liquidation Table Report
- Rebuild Assets Status Report - Nebraska Inheritance Tax Worksheet
- Corrected Caption
- Added Page Break Preview with fixed pages
- Added backup schedules for Worksheet
Monday, May 22, 2006
Mandatory Update - Week of May 22
NEW FEATURES:
- Nebraska Inheritance Worksheet - Now restyled. Brings in Spouse, and Beneficiaries, including name, relationship and taxable class
- Form 230 - Scripting Errors repaired
- Errors in Document Tree - Removed extraneous files from earlier builds
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 NOT updating your Probate Systems. The update process involves (1) downloading the updates and running then, and (2) Going into the ADMINISTRATION -> UPDATE UTILITY and choosing “1. Update Application”.
Tuesday, May 09, 2006
Mandatory Update - Week of May 9
It has come to our attention that many of you are NOT updating your Probate Systems. The update process involves (1) downloading the updates and running then, and (2) Going into the ADMINISTRATION -> UPDATE UTILITY and choosing “1. Update Application”. There is now a third optional step with this update of running a Cleanup Wizard.
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
INSTRUCTIONS
For FIREFOX USERS:
- For each of the items above, right click and choose SAVE LINK AS....
- Enter the Login/Password supplied in the notification email (call 914-827-9173 if you don’t have it).
- Then save the file to your C:\NEBar\Installs folder or your designated Installs folder.
- After it is saved, then Double-Click on the file to run the installation update wizard.
For INTERNET EXPLORER:
- For each of the items above, right click and choose SAVE TARGET AS.
- Enter the Login/Password supplied in the notification email (call 914-827-9173 if you don’t have it).
- Then save the file to your C:\NEBar\Installs folder or your designated Installs folder.
- After it is saved, then Double-Click on the file to run the installation update wizard.
NEW FEATURES: The main thrust of the current update is changes to and tools for managing updates and reporting. These tools are found in the ADMINISTRATION folder.
1. Reports and Licensing
- License Administrator - Use this to apply purchase code for newly purchased files to your meter, and to transfer units to a shared meter to allow others to open files.
- Units Left - A report on the total of shared and local units currently available
- LogFile Report - The system now tracks each time you apply a purchase code for new meters or use your existing units by purchasing a file.
- Opened Fiels Report - List of all files created on the system, including creation date and staffing on the file
- Display LogFile - Quick display of the log of your system meter.
- Current Version - Shows the version of all included applications
- Probate System Version - Shows current version of the probate forms
4. Update Utility
- Update Entire Application - This MUST BE RUN every time you apply an update. It will take a while, so plan to do it early in the day or at the end of the day.
- Update Selected Estate File - Use this as the first cure for errors to make sure that your answer sets are current
Tuesday, May 02, 2006
Mandatory Update - License Reports and Update Utility
We have been busy putting in your suggestions and getting the Shared License Meter and LogFile implemented. We are now ready to allow users to Open Files from any machine on the network via a Shared License Meter. In addition, we have implemented logfiles and reports that will track each file you open, the date it is opened, and the person opening the file. These items will be found on the Administration section of the application.
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
INSTRUCTIONS
For FIREFOX USERS:
- For each of the items above, right click and choose SAVE LINK AS....
- Enter the Login/Password supplied in the notification email (call 914-827-9173 if you don’t have it).
- Then save the file to your C:\NEBar\Installs folder or your designated Installs folder.
- After it is saved, then Double-Click on the file to run the installation update wizard.
For INTERNET EXPLORER:
- For each of the items above, right click and choose SAVE TARGET AS.
- Enter the Login/Password supplied in the notification email (call 914-827-9173 if you don’t have it).
- Then save the file to your C:\NEBar\Installs folder or your designated Installs folder.
- After it is saved, then Double-Click on the file to run the installation update wizard.
As always, contact us if you have any questions.
Thursday, April 27, 2006
First Round of Updates to Probate System V
We have been extremely busy making changes and updates based on the immensely helpful feedback you have been giving us. For those who have current installations or are part of the beta program, it is of critical importance that you download these files, save to the NEBAR\Installs folder and then run each of them separately.
http://www.bashasys.com/nsba/downloads/060427/NEBAR_Probate_System_06.04.27.gfa
http://www.bashasys.com/nsba/downloads/060427/NEBAR_Common_06.04.27.gfa
http://www.bashasys.com/nsba/downloads/060427/NEBAR_Automated_Forms_06.04.27.gfa
UPDATE THROUGH APRIL 27, 2006
Contact Manager
- Find Function now enables
- Newspaper publications added
- Support for CUSTOM ENTRY option on lists that refer to Contact Manager.
File Dialog and File Manager
- New, more intuitive scripting
- Clearer instructions on File Purchase
- Corrected Scripting Error in File Manager.
Firm, Office, Staff and Attorney Manager
- Added new Titles for Attorneys and Staff
- Updated the Mask for Telephone and Fax
- Added Office, Attorney and Staff Previews
Assets Table
- Support for Co-Tenants extended to all asset types
- Support for Joint Tenancy of property including selection of Joint Tenant
- Bond and Stock Price Calculations
- Support for Legal Title property description
- Automatic Calculation of Value at Death for itemized property
- Support for Annuities on Schedule I
- Support for Mortgages/Notes/Receivables held for the benefit of the Estate
Manual
- All Outlines converted to standard PDF
- All Form specific outlines converted to standard PDF
Document Profiles and Abstracts
- Support for documents filed with County Court
- Abstract categories now include full range of Gifts and Appointments
Interested Parties
- New more intuitive dialog scripting
- Reduced list of Roles
- Added fields for Alternate Phone, Cell Phone, Extension
- Add link to Master Contact List for counsel
Master Information List
- Correction of dialog scripting errors
- New links to both the Interested Party table and the Master Contacts list.
- Support for CUSTOM entry of Name and Address on most lists.
- Addition of a Final MIL Completion dialog
- Court dialog includes list of all Judges and Magistrates in Nebraska, along with telephone, fax number and address of chambers.
- Court dialog includes support for appointment of Foreign Domiciliary Personal Representative
- Deposit Box dialog now includes support for Safety Deposit Box Number
- Unsecured Debts dialog now includes support for pulling Creditors from Master Contacts list.
- Decedent dialog now includes support for multiple Ex-Spouses
- Funeral Expense and Unpaid Medical Expense dialogs now include support for pulling creditors from Master Contacts list.
- Insurance Policy dialog now include support for policies taken out by others on the life of the Decedent
- Transfers Before Death dialog now includes support for pulling beneficiaries from the Interested Parties list
- Addition of a Deductions dialog for tracking administrative expenses and nonprobate property expenses
Administration
- Addition of an Update Utility
- File errors that are a result of updates can be eliminated by running the appropriate update utility to (1) Update Entire Application or (2) Update Selected Estate File, or (3) Update Selected Main Lists.
PRIORITY CHANGES for the NEXT RELEASE
- Changes to the Assets list, Documents list and Master Information list, will be included in updated File Reports and Schedules
- Addition of an Interested Parties report on all interested parties to include a short Phone/Email list and a full detailed report
- Revisions to Inheritance Tax Worksheet to support auto-listing of Beneficiaries