128
Index 355
Copying Property Schedules from One Client to Another,
289
Copying the Creditor Address Matrix to a Diskette, 113
Corporate Ownership Statement (Rule 7007.1), 115
Corporate Resolution. See Supplemental Forms Folder
Credit Card validation
disabling, 318
Credit Counseling Certification, 255
Filing Electronically, 257
ordering through Best Case, 255
Credit Infonet
importing data from credit reports, 246
Credit Reports
configuring the Credit Report Manager, 249
importing data to Best Case from reports, 246
providers and overview, 246
Creditor Address Matrix, 110
adding names other than creditors, 111
adding other parties to, 80
copying to a diskette, 113
disk file formatting options, 306
disk file name, 306
exclude creditor from, 73
formatting, 303
of creditors holding 20 largest claims, 50
possible duplicates screen, 110
print verification, 109
specify name of matrix on disk, 307
view/edit matrix on disk, 113
Creditor Forms
Involuntary Petition and Proof of Claim, 125
Creditor Import and Export, 282
converting text to CSV format for import, 288
tips about the data format, 285
Creditor Letter - Notice of Filing/ Automatic Stay, 121
Creditor Mailing List. See Creditor Address Matrix
Creditors
alphabetizing by last name, 70
Common Creditor List feature, 70
copying creditor information to the Statement of Financial
Affairs, 101
copying from one client file to another, 288
copying from one schedule to another, 278
deleting all on a schedule, 287
entering information. See Schedules D, E and F
exclude from matrix, 73
holding 20 largest unsecured claims, 48
including additional notice parties on schedules, 308
jumping to a creditor in the list, 72
make dummy creditor (exclude from Schedule), 74
moving from one schedule to another, 278
number creditors on Schedules D E and F, 308
print numbered list of all creditors, 114
tools and shortcuts available in Schedules D, E and F,
70
CSV format. See Creditor Import and Export and Common
Creditor List import
Current Monthly Income Calculator. See CMI Calculator
Customer Support, 16
Customized forms/letters. See Additional Documents Library
Cut and Paste, 31
D
Data files
backup and restore, 275
Date
insert using Macro Phrase List, 322
Date Picker
in Case Notes, 265
Dates and filing information, 267
Debtor
filing as business and individual, 330
Debtor Education, 255
filing Form 23 electronically, 260
ordering through Best Case, 255
Debtor Information
phone number, etc., 266
Debtor not represented by attorney, 37
Debtor’s address
insert using Macro Phrase List, 322
Debtor’s name
changing, 328
insert using Macro Phrase List, 322
Declaration Concerning Debtor’s Schedules, 99
Declaration of Compliance with Rule 9009, 121
Deleted client files
restoring, 277
Deleting all creditors, 287
Deleting Items on a List Screen, 54
Deleting items on schedules, 54
Dependents, 93
Designation of Agent, 122
Disable credit card validation on Schedule F, 318
Discharge of Debtor. See Supplemental Forms Folder
Districts. See Jurisdictions
docket number
adding, changing or deleting, 268
Drag and drop client files, 273
Due Diligence, Credit Counseling and Debtor Education,
255
filing electronically, 257
ordering through Best Case, 255
Dummy Creditors, 74
Duplicating a client file, 281
E
ECF Manager, 229
Prior Filings tab, 231, 233
Editing documents through Best Case Editor, 204
Editing Forms in Your Word Processor, 217
Editing Items Appearing on List Screens, 53
Electronic Filing, 222
amended creditor address matrix, 242
amending forms, 239
assigning judge and trustee, 228
changing default file location, 243
changing the court office code, 242
copying ECF files to removable drive or floppy disk, 242
creating a CD of electronic files to take to the court, 242
creating a PDF from the Best Case Editor, 198
creating motions, 235
disabling firewalls, 243
ECF login and password, 241
ECF Manager options, 229
FAQ, 241
filing an amended document, 239
incorporating PDF documents created in other
applications using PDF attachments, 237
VB.NET PDF- View PDF Online with VB.NET HTML5 PDF Viewer to PDF. Image: Remove Image from PDF Page. Image Link: Edit URL. Bookmark: Edit Bookmark. Metadata: Edit, Delete Redact Pages. Annotation & Drawing. Add Sticky Note
add links to pdf acrobat; add page number to pdf hyperlink
125
356 Best Case Bankruptcy for Windows
User’s Guide
OneTouch System, 222
options, 232
paying filing fees, 228
PDF bookmarks, 236
prior filings (viewing), 231, 233
quick tutorial, 222
Setup Menu, 310
signatures handled by Best Case, 241
system requirements, 244
training site. See OneTouch System
troubleshooting, 243
unable to connect to court, 243
uploading files manually, 231
using Adobe to combine multiple PDFs, 242
E-mail address of attorney. See Law Firm Information
Emailing client files, 274
Emergency filings, 50
Entering Information, 24
Entering Information, Tips on, 28
Entering Unlock Information, 18
Entry screen, 52
Envelopes for creditors. See Additional Documents Library
Equity Security Holders
entering, 108
Excel
tips on exporting from other applications, 286
Excel data. See Creditor Import and Export
Exclude creditor from matrix, 73
Exclude Creditor from Schedule D, E or F, 74
Exempt
property claimed as. See Schedule C. Property Claimed
as Exempt
Exemption Election
§ 522 Exemption Analyzer, 40
based on debtor’s state of residence, 300
choosing between state and federal, 36
Exemption Statutes
as they appear in pop-up list, 64
default to federal for new cases, 300
editing and printing, 314
no exemption table available message, 329
restoring defaults, 316
review before entering first case, 22
Exemptions
entering through Schedule A or B. See Schedule A:
entering exemption and lien information
Exhibit "C" to Voluntary Petition, 42
Exhibit "D" toVoluntary Petition, 43
Exhibit “A” to Voluntary Petition, 41
Exhibit D toVoluntary Petition, 43
Exporting creditor data. See Creditor Import and Export
Exporting Property Schedules, 289
F
Files
backup and restore, 275
Client File Status, 265
sorting client files, 269
Filing fee
application for waiver, 45
application to pay in installments, 43
Filing Fees
paying on-line for ECF, 228
Filter, 269
Financial Interest Disclosure. See Corporate Ownership
Statement
Firewalls
disabling for ECF, 243
Firm information, 297
Follow-up Date
adding/changing, 265
Font selection, 317
Foreign Addresses, 329
Form 1.. See Voluntary Petition
Form 21. Statement of Social Security Number, 115
Form 22. See Means Test Calculator
Form 23 Certification Concerning Financial Management,
117
filing electronically, 260
Form 3. Application to Pay Filing Fee in Installments
cash only line, 309
print order approving on same page, 309
Form 3A. Application to Pay Filing Fee in Installments, 43
Form 3B. Application for Waiver of the Filing Fee, 45
Form 4. List of Creditors Holding 20 Largest Unsecured
Claims, 48
creditors who are ”insiders”, 49
editing the form, 50
matrix of, 50
print sorted by amount rather than name, 309
Form 7. Statement of Financial Affairs, 99–100
entry screen, 100
print declaration separately, 308
pulling creditor information into, 101
questions 19-25, 102
reordering answers, 102
Form 8. Chapter 7 Individual Debtor’s Statement of Intention
specifying multiple intents for one claim, 105
treatment of unsecured claims, 104
Forms. See Schedules
adding an Official Form to the menu, 301
changing the title of a form, 302
for each chapter, table of, 342
removing from the Forms and Schedules Menu, 301
reordering in Forms and Schedules Menu, 301
specifying that a form should/should not appear for a
given type of case, 302
Forms and Schedules Menu, 13
hotkeys to open common forms, 27
G
Generic CSV format, 280
H
Hardware Requirements, 14
I
Important Dates, 267
Importing creditors
from consumer credit reports, 246
Importing Creditors in ASCII files, 282
Importing Property Schedules, 289
Income. See Schedule I
Insider
defined, 49
Installation, 18
122
Index 357
technical details of, 344
Intake Questionnaires, 124
Internet Options, 292
Involuntary Petition, 128
creating PDF, 240
printing a blank form, 129
J
Joint debtor
information on Schedule I, 93
Joint Debtors
print separate exemption schedules, 309
Judge
adding to Best Case, 300
creating judge list, 300
selecting for client file, 268
Jurisdiction Forms List, 301
Jurisdictions, 298
basic information tab, 300
choosing default through Setup Wizard, 20
editing settings, 299
exemption election choices, 300
installing, 20
print report of jurisdiction settings, 313
selecting default, 317
K
Keyboard, Using Instead of the Mouse, 335
L
Law Firm Information, 297
entering through Setup Wizard, 20
Leases. See Schedule G
Letters to clients. See Additional Documents Library
Liens
entering for Schedule D, 74
entering through property schedules, 56
multiple liens against one piece of property, 81
multiple property items securing one lien, 81
ranking and changing rank order, 57
Links Between Schedules, 52
Liquidation Analysis
in Chapter 13 Plan Calculator, 175
in Schedule C, 69
List of Creditor Holding 20 Largest Unsecured Claims. See
Form 4.
List of Equity Security Holders, 108
alphabetizing, 109
Locator key, 72
M
Macro Feature, 322, See Common Text Blocks
Mail merge
working with forms in word processor, 217
Mailing labels for creditors. See Additional Documents
Library
Making a Standard Client Template, 282
Master Mailing List. See Creditor Address Matrix
Matrix. See Creditor Address Matrix
Matthew Bender’s TopForm
importing common creditor information, 279
Means Test Calculator
Applying the Means Test, 135
Calculating Average Monthly Income, 137
Comparing the CMI with the Median, 139
Creating a Detailed Income Attachment Sheet, 137
Deducting Additional Expenses, 147
Deducting Necessary Expenses, 146
Determining Current Monthly Income, 136
Entering Debt Payments, 147
Entering General Information, 135
Frequently Asked Questions, 155
IRS Housing Allowance, 143
IRS Living Allowance, 141
IRS Transportation Allowance, 144
Other Additional Expenses, 150
Quick Start Guide, 132
Specifying a Means Test Treatment for Priority Claims,
154
Specifying Means Test Treatment for Secured Claims,
151
Summary and Outcome, 149
What is the Means Test?, 134
Merging Forms into Word/WordPerfect, 218
Motion
blank for you to modify. See Supplemental Forms Folder
Motion to Amend Bankruptcy Petition, 122
Motion to Convert Case. See Supplemental Forms Folder
Motions. See Additional Documents Library
creating for electronic filing, 235
Moving Creditors from One Schedule to Another, 278
Moving from field to field, 28
Moving Property from Schedule A to B, 60
Moving Property from Schedule B to Schedule A, 63
Multi-User Network Version, 18
N
Nature of Debtor’s Interest
save answer choices, 55
Needs Attention
marking a case, 265
Network Version, 18
Networking the single user version, 18, 19
New client, 24
Non-Attorney Compensation Statement, 122
Non-Attorney Preparer
entering information in Setup Menu, 316
forms for. See Supplemental Forms Folder
Non-Attorney Preparer Certification, 117
Non-Attorney Preparer Information
print certification, 309
None
never enter, 28
Notes. See Case Notes
Notice of §527(a) Disclosures. See Supplemental Forms
Folder
Notice of §527(b) Disclosures. See Supplemental Forms
Folder
Notice of Available Chapters, 107
Notice to Individual Consumer Debtor of Available Chapters,
107
Notify of filing
adding other parties to appear on Matrix. See Additional
Notice Parties
Numbered List of Creditors, 114
124
358 Best Case Bankruptcy for Windows
User’s Guide
O
OCR’s Suite Solutions
importing data from credit reports, 246
Office File Number
changing/adding, 267
OneTouch Electronic Filing System, 222
Opening a Form in MS Word or WordPerfect, 218
Opening an Existing Client File, 26
Order to Convert Case. See Supplemental Forms Folder
Other forms. See Additional Documents Library
Overview of Best Case Bankruptcy, 12
P
Patch files
check for update feature, 293
PDF Attachments, 237
PDF Bookmarks
created automatically in Best Case, 236
PDF Files - Creating for electronic filing, 222
Personal Property. See Schedule B. Personal Property
Phone Number of Debtor
adding through Notes screen, 266
print on Voluntary Petition, 308
Possible Duplicate screen, 110
Preferences, 317
Previewing forms before printing, 195
Print Preview, 195
deleting a page from the report, 197
hotkeys, 195
marking pages to print, 197
searching for text, 196
Printer Selection, 22
Printing
blank forms, 199
client cover sheet, 272
client reports, 271
date and time in top margin, 194
double-sided, 198
exemption statutes, 314
exemption summary reports, 67
keyboard shortcuts, 190
list of clients, 271
marking all documents to print, 190
multiple copies, 195
print preview, 195
print single pages of long documents. See Printing: print
preview
report of jurisdiction settings, 313
select all documents to print, 190
selecting documents to print, 190
the word ”Draft” on forms, 194
to a PDF file for electronic filing, 222
your Common Creditor List, 72
Priority Claims, 82
Privacy
new forms, 192
Privacy Options, 192
Pro Se filings, 37
Proof of Authority to Sign and File Petition. See
Supplemental Forms Folder
Proof of Claim
creating PDF, 240
when you represent the creditor, 128
when you represent the debtor, 125
Proof of Service by Mail. See Supplemental Forms Folder
Property. See Schedule A, Schedule B or Schedule C
importing and exporting, 289
Prorate Calculator, 98
Purpose of Best Case Bankruptcy, 12
Q
Questionnaires, 124
R
Ranking Liens, 57
Reaffirmation Agreement. See Supplemental Forms Folder
Reaffirming unsecured claims, 104
Rebuild the client list, 274
Redemption of Property Agreement. See Supplemental
Forms Folder
Registration Information, 18
Related cases. See Duplicating a Client File
Removable disk drive
copying ECF files to, 242
Reordering forms, 301
Restoring deleted files, 277
RTF Documents. See Best Case Editor
S
Saving Merged Forms, 219
Scanned documents
incorporating in PDF documents created in Best Case,
237
Schedule A. Real Property, 54–60
add an item, 54
claim property as exempt under multiple laws, 60
debtor has no real property, 54
entering exemption and lien information, 56
entering real property, 54
importing and exporting/copying to another client file,
289
moving an item to Schedule B, 60
nature of debtor's interest, 55
Schedule B. Personal Property, 60–63
entering exemption and lien information, 63
entry screen, 62
importing and exporting/copying to another client file,
289
list screen, 62
moving an item from Schedule B to Schedule A, 63
negative market values, 328
no property to list for a category, 61
Schedule C. Property Claimed as Exempt
claiming a percentage, 66
editing property through Schedule C, 68
exempting property under multiple statutes, 60
exemption detail tab, 67
Liquidation Analysis, 69
print for corporate debtors, 302
print separately for joint debtors, 309
printing exemption summary reports, 67
property summary tab, 67
specify multiple statutes for a single piece of property, 67
Statute Summary Tab, 68
view by statute, 66
131
Index 359
viewing exemption summaries, 67
viewing property with unexempted equity. See Schedule
C...Property Summary Tab
Schedule D. Creditors Holding Secured Claims
13 Plan Treatment, 161
adding property through Schedule D, 76
additional notice parties, 80
codebtor information, 79
entering lien information through property schedules, 56
entering secured claim information, 74
exclude from matrix, 73
multiple liens against one piece of property, 81
multiple property items securing one lien, 81
ranking and changing rank order, 57
total secured and unsecured amounts, 51
Schedule E. Creditors Holding Unsecured Priority Claims,
82–85, 82–85
13 Plan Treatment, 164
additional notice parties, 85
codebtor information, 84
exclude from matrix, 73
sort by priority type on screen, 84
view priority and non-priority totals, 51
Schedule F. Creditors Holding Unsecured Nonpriority
Claims
13 Plan Treatment, 165
additional notice parties, 88
codebtor information, 88
disable credit card validation, 318
exclude from matrix, 73
Schedule G. Executory Contracts and Unexpired Leases, 89
specifying treatment for Chapter 13 Plan, 89
Schedule H. Codebtors. See Also Codebtors and Codebtor
List
entering through Schedule D, 79
Schedule I. Current Income of Individual Debtors, 92–96
debtor has more than one employer. See Schedule I,
editing
dependents, 93
editing Schedule I, 97
expected changes, 96
joint debtor information, 93
list on Forms and Schedule Menu for corporate debtors,
302
listing multiple jobs, 93
other income, 95
prorate calculator, 95
wages, 94
Schedule J. Current Expenditures of Individual Debtors, 97–
98
chapter 12/13 plan payment, 98
creating attachment for extra other expenses, 98
editing Schedule J, 99
entering information, 97
print for corporate debtors, 302
prorate calculator, 98
separate spouse’s schedule, 98
Schedules A. - H.
links between schedules, 52
List Screens and Entry Screens, 52–54
adding items to list screens, 53
deleting items in list screens, 54
editing items in list screens, 53
Search
for client file, 270
Search for file number, 270
Section Symbol, 329
Secured Claims. See Schedule D
Separate Expense Schedules for Joint Debtors, 98
Setup Information
attorney names, 297
chapter 13 options, 179
jurisdictions, 298
law firm, 297
matrix setup, 303
Setup Wizard, 20
Shortcut keys
user defined. See Macro Feature
Shortcuts
codebtor list, 79
Common Creditor List, 70
duplicate a client file for quick entry of related cases, 281
keyboard, 335
links between schedules, 52
making templates of common information, 282
moving or copying creditors from one schedule to
another, 278
right click on client for file options, 269
use Common Creditor List for common employers, 93
use Common Creditor List in Statement of Fin. Affairs,
101
Social Security Number
insert using Macro Phrase List, 322
masking, 192
Specialty Software’s Chap7..13
importing common creditor information, 279
Spell Check, 263
changing the hot key, 322
Spouse
separate Schedule J for spouse, 98
State Bar Number. See Attorney Names:entering
Statement of Financial Affairs. See Form 7. Statement of
Financial Affairs
Statement of Information Required by 11 U.S.C. §341, 124
Statement of Social Security Number, 115
Suggestion of Bankruptcy. See Supplemental Forms Folder
Summary list window, 52
Summary of Schedules, 51
completed automatically, 51
editing, 52, 97, 99
Statistical Summary of Certain Liabilities, 51
viewing information, 51
Supplemental Forms, 301
Supplemental Forms Folder, 116
System Requirements, 14
T
Table of Forms, 342
Taxes. See Schedule E Priority Claims
Technical Details of Installation, 344
Technical Support, 16
Telephone Number of Debtor
adding through Notes screen, 266
print on Voluntary Petition, 308
Template
making a client file template, 282
Text2csv utility, 288
Tip of the Day. See Welcome Window
TopForm
importing common creditor information, 279
58
360 Best Case Bankruptcy for Windows
User’s Guide
Trustee
adding to Best Case, 300
creating trustee list, 300
selecting for client file, 268
Trustee’s fee, 185
Twenty largest. See Form 4. List of Creditors Holding 20
Largest Unsecured Claims
Type of Debtor
changing, 267
Typeface
choosing the data font, 317
U
Unknown
term for, 310
Unlock Information, 18
Unsecured Claims. See Also Schedules E and F
specifying treatment for Form 8, 104
Updates
check for update feature, 293
Uppercase
converting city names in AddressHelper, 322
User Defined Note Fields, 268
V
Verification of Creditor Matrix, 109
option to include additional text in verification, 309
Voluntary Petition, 34–40
Chapter 11 filings, 37
editing through the Best Case Editor. See Best Case
Editor
exclude lines around court use section, 308
exemption election, 36
Exhibit "C", 42
Exhibit "D", 43
Info 2/ Exhibit "D", 37
print attorney code in upper right corner, 308
print debtor’s phone number, 308
prior/related cases, 38
statistical/administrative information, 39
W
Wages, 94
Web address
of Best Case Solutions, 16
Websites - Connect to, 292
Welcome Window, 21
turning on/off, 317
West’s Chap7..13
importing common creditor information, 279
Windows
for users new to the windows environment, 338
Word 97/2000
upgrading to. See Technical Details of Installation
Word/WordPerfect address data
converting to CSV for import, 288
Z
Zip Code Database. See AddressHelper
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