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86 Best Case Bankruptcy for Windows
User’s Guide
card number. If it is not a valid card number, either because numbers have been left out or it
doesn’t fit the credit card formula for that type of card, a warning message will appear. Click
OK to acknowledge the message. You can correct the number or just press
T
to move on. You
can turn the credit card validation system on or off through your Setup Menu. See Preferences
on page 314.
5. Date Incurred: Type a date or a range of dates then press
T
. You can use any date format in this field.
6. Consideration: You can either type in a description or browse a list of common answers. To browse the
list, press
0
or click the button to the right of the field. If you don’t see the choice you want in t
he list, you
can add it for future use by clicking Add. Like the Common Creditor List, this list will be accessible as you
enter information for other bankruptcy clients.
7. Amount of Claim: Type the amount of claim, or, if the value is unknown, click on the unknown box or
press
A
-
U. Don’t enter a dollar sign.
8. Person liable for debt (H, W, J, C): If this is a joint debtor, indicate whether the wife, husband, both, or
the marital community is liable for the debt by typing
h
,
w
,
j
or
C
or by clicking on the
m
button to the right of
the field labeled “H, W, J, C” and selecting your choice from the drop
-down list. (If this is not a joint case,
“NA” will appear in this field.)
Community Property States
If you are filing in a Community Property State, an option in the Setup Menu allows you to
specify that by default, “community” should be selected as the responsible party for all debts.
See Jurisdictions: Basic Information on page 298.
9. Contingent, Unliquidated, Disputed, Subject to Setoff: If the debt is contingent, unliquidated, disputed,
or subject to setoff, use the mouse to mark the appropriate check boxes on the screen, or tab to the check
boxes and press
s
to mark them.
10. PND Statistics for 28 U.S.C. § 159: PND Statistics for 28 U.S.C. § 159: In addition to certain types of
priority creditors from Schedule E, the Statistical Summary of Certain Liabilities that prints with the
Summary of Schedules also includes sections for certain types of primarily non-dischargeable debts (PND)
that are typically listed on Schedule F, specifically, "student loans", "domestic support, separation
agreements or divorce decree obligations not listed on Schedule E" and "obligations to pension or profit
sharing or other similar obligations."
To include a Schedule F creditor in the Statistical Summary of Certain Liabilities, click the "Student Loan,"
"Support, Sep, Divorce" or "Pension" radio button to indicate the proper obligation. The claim amount
automatically gets added to the proper section of the Statistical Summary. (For more information on the
Statistical Summary, consult Statistical Summary of Certain Liabilities and Related Data (28 U.S.C. § 159)
on page 50.)
11. Saving Your Entry: If you want to save this information and enter another claim for Schedule F, press
A
-
R
.
If you want to save this information and return to the Schedule F List Screen, click OK. If you want to
enter other information about this claim, as described in the section headings below, click Next Tab or
press
C
-
T
.
Summary List Windows for creditor schedules contain a special locator function: To
jump to a creditor in the list, begin to type the name. Press
R
when the creditor you want to edit
is highlighted.
13 Plan treatment (only appears for Chapter 13 cases)
This tab indicates the treatment of this claim in the Chapter 13 Plan. You may not need to change anything on this
screen, since the usual treatment is listed (Unsecured, General, Nonpriority). For instructions on assigning treatment
classes to Schedule F claims, see page 163.
61
Chapter 3
Working With Forms and Schedules 87
Codebtors
In this s
creen, you’ll get a list of all codebtors related to this claim. Codebtors for all claims will be listed on
Schedule H. Codebtors.
1. To add a codebtor for this claim, click on Insert.
2. The Codebtor entry screen will appear. The left half of the screen contains questions about the codebtor,
and the right half contains questions about the creditor. You’ll notice that the creditor information has been
filled in for you.
3. Type the name and address of the codebtor or select one from the codebtor list, described below. If you are
entering a codebtor for the first time, that name and address will automatically be added to the codebtor list
where you can access it when you enter other claims. Notice that you also have access to your Common
Creditor List here, accessible through
button or the
0
key.
Codebtor List: Best Case Bankruptcy automatically keeps a list of the names and addresses of all codebtors in the
case so that if a person is a codebtor for more than one claim, you can copy the codebtor information without having
to retype it. In addition, parties entered in Schedules D-H, Form 7 and Additional Notice can also be retrieved from
this list. To access the codebtor list, click on the list button to the right of the name field, (or press
9
), move to the
codebtor you want to select, and click Select.
4. After you have entered the name and address of the codebtor, enter any comments in the comment fields.
Press
A
-
R
to enter another codebtor for this claim, or click OK to save to your changes.
5. When you click OK, you will be returned to the Codebtor List Screen. If there is another codebtor for this
claim, you can enter that information now by clicking Insert again. If there are additional notice parties
associated with this claim, such as collection agencies, click Next Tab. If you are finished entering
information about this claim, click OK; you will be returned to the Schedule F List Screen.
Additional Notice
The Additional Notice tab on the Schedule F Entry screen allows you to enter the name and address of any party that
should be informed of the proceedings in the case, such as collection agencies. These parties will be listed on the
creditor address list.
When you go to the Additional Notice tab, you will see the Additional Notice List Screen, which lists all parties
entered for this claim. To add a party, click Insert. An Additional Notice Entry Window appears, with the
AddressFill list of your Common Creditors and scheduled creditors in it. You can select a creditor from the
AddressFill list, or type in a new name and address. If you don’t use the Common Creditor List, the AddressHelper
will help you by filling in the city and state when you enter the zip code.
To save this entry and add another Additional Notice Party for this creditor, press
A
-
R
. Or, if there are no more, just
click OK. You will be returned to the Additional Notice List Screen, where you can click OK to return to the
Schedule D List Screen.
Printing Additional Notice Parties on Schedules If you want additional notice parties
printed on the creditor schedules, see Jurisdictions: Miscellaneous Options on page 305. They
will print with the phrase “Representing (Creditor name)” to indicate that they are not actual
creditors.
For more information about additional notice parties, see Adding names other than creditors
to the matrix on page 109.
Associating Additional Notice Parties with Creditors in Your Common Creditor List
For common creditors that frequently use the same collection agencies or attorneys to
represent them, you can associate an additional notice party with a creditor in your Common
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88 Best Case Bankruptcy for Windows
User’s Guide
Creditor List. Whenever you pick that creditor, you’ll be asked if you want to add the
additional notice party. See Common Creditor List on page 69.
Notes/POC
The Notes/POC tab allows you to keep track of information related to particular creditors and includes a checkbox
that lets you track the receipt of a Proof of Claim, the date the Proof of Claim was filed, and the Proof of Claim
amount.
Editing Schedule F
For added flexibility, this form can be edited in the Best Case Editor described on page 202.
Schedule G. Executory Contracts and Unexpired Leases
Schedule G Entry Screen
If there are no contracts/leases, leave this schedule blank. The appropriate box will be checked on the form.
1. Open Schedule G: In the Forms and Schedules Menu, press
G
to open “Schedule G. Executory Contracts
and Unexpired Leases.” (From a list screen of any other Schedule, A –
H, press
C
-
G
to jump to Schedule G.)
2. Insert an Entry: A list screen for Schedule G will appear. Click Insert to add an item to this schedule or
press the
I
key on your keyboard.
Importing Schedule G Parties from Spreadsheets or Other Client Files
Our Import/Export feature works for Schedule G parties, too! See Advanced Feature: Creditor
Import/Export on page 280.
3. Contract or Lease Party Name: The AddressFill list appears to help you fill in the name:
To choose a creditor that is in your Common Creditor List, just begin to type the name, then press
R
when the correct creditor is highlighted.
To choose a creditor that is not in your Common Creditor List but has already been listed for this case
click the DEF tab or press
8
, begin to type the name, then press
R
when the correct creditor is
highlighted.
If this is a new person or company, just type the name, press
T
, then type in the address. AddressFill
will disappear as soon as you press
T
. (For more information about AddressFill, see page 260.) Best
Case will fill in the city and state for you when you enter the zip code.
Alphabetizing by Last Name: This schedule is alphabetized for you. Insert the tilde ~
character before the last name to alphabetize the codebtor by last name. (e.g. type
Jane R.
~Smith
to have “Jane R. Smith” alphabetized under S.) The tilde character will not appear
on the printed form.
For Chapter 7 or 13
cases, click here to
indicate the debtor’s
intention with regard
to contract or lease.
For Chapter 7 filings,
click here to include
the lease or contract
on Form 8.
56
Chapter 3
Working With Forms and Schedules 89
4. Description of Contract or Lease
and Nature of Debtor’s Interest
: Type the description of the lease or
contract. There is a built-in word wrap feature that breaks the line naturally if you type to the end of the
line, but you can use
R
if you want to insert line breaks.
5. Intention: If this is a Chapter 7 filing or a
Chapter 13 case, you’ll also have an “Intention” section where
you can sele
ct “assume” or “reject” to indicate the debtor’s intention regarding the contract or lease.
If this is a Chapter 7 filing, and you want an assumed lease or contract to be included on the debtor's
Statement of Intention, check the "List Lease on Form 8" checkbox.
6. Exclude From Matrix: By default, your creditor address matrix is configured to include creditors listed on
Schedule G. A checkbox appears for each creditor entered that gives you the option of whether or not to
include it on the matrix. See Jurisdiction: matrix (Creditor Mailing List) setup on page 301 for information
on excluding Schedule G creditors from the matrix.
7. Saving Your Entry: Press
A
-
R
to enter another contract/lease party or click OK to save your changes and
return to the Schedule G List Screen.
When you click OK, you will be returned to the Schedule G Summary List Screen where you can see all items to be
printed for this schedule alphabetized by name. If there is another item to list for Schedule G, click Insert again and
follow steps 3-6. Click Close in the Schedule G Summary List Window to return to the Forms and Schedules Menu.
Excluding Schedule G Parties from the Matrix
By default, Schedule G parties are included in the matrix. To exclude them, you can make a
quick change to the matrix settings in the Jurisdictions portion of your Setup Menu. See page
301.
Locator key shortcut
From the list window in Schedule G, start typing the name of the party you want to edit. The
highlighter bar will jump to that entry.
Editing Schedule G
For added flexibility, this form can be edited in the Best Case Editor described on page 202.
Schedule H. Codebtors
Schedule H Entry Screen
Codebtors can be entered through creditor entry screens as described on pages 78, 83, and 87, or through the
Schedule H Entry Screen as described below.
If there are no codebtors, leave this schedule blank. The appropriate box will be checked on the form.
Click to access
your Common
Creditor List.
Click for a list of all
creditors entered for
this case.
Click for a pop-down list of all codebtors entered for
this case or press 9 with the cursor in the codebtor
name field.
Click to add
multiple creditors.
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90 Best Case Bankruptcy for Windows
User’s Guide
To enter codebtors through the Schedule H entry screen:
1. Open Schedule H: In the Forms and Schedules Menu, highlight Schedule H. Codebtors and click Open or
press
H
. From a list screen of any other Schedule, A
–
H, press
C
-
H
to jump to Schedule H.
2. Add an Entry: The Codebtor List Screen appears, with columns for the name of the codebtor and the name
of the corresponding creditor. Click Insert to add an item, or press the
I
key on your keyboard.
3. Codebtor Entry Screen: The codebtor entry screen appears, which is divided into two halves: the left half
contains information about the codebtor, and the right half contains information about the creditor with the
corresponding claim.
4. Codebtor List for this Case:
Above and to the right of the codebtor’s name field, you’ll see a list button:
Best Case Bankruptcy keeps a list of all codebtors entered for this client, so that if one person is a codebtor
in more than one claim, that person’s name and address can be inserted without being retyped.
In addition,
parties entered in Schedules D-H, Form 7 and Additional Notice can also be retrieved from this list. If this
is the first codebtor that you have entered, the list will be blank: type the name and address of the codebtor
directly into Schedule H and it will automatically be added to the codebtor list.
If you want to use the name of a codebtor that you have used before with this client, click on the codebtor
list button or press
9
, move to the desired name, and click on Select. Alternatively, you can pick a name
from your Common Creditor List by clicking the Common Creditor List button or by pressing
0
.
Alphabetizing by Last Name: This schedule is alphabetized by codebtor name. Insert a tilde
character before the last name to alphabetize the codebtor by last name. (e.g. type
Jane R.
~Smith
to have “Jane R. Smith” alpha
betized under S.) The tilde character will not appear
on the printed form.
5. Codebtor comments: Type any relevant comments in the comment field, then press
T
.
6. Creditor Name and Address: For the creditor name and address, you can choose a name from the
AddressFill List. If the creditor is in your Common Creditor List, just begin to type the name then press
R
when the correct creditor is highlighted. If the creditor is not in your Common Creditor List but was a
scheduled creditor for this case, click the DEF tab or press
8
then begin to type the creditor name. Press
R
when the correct creditor is highlighted.
Alternatively, clicking on the list button
in the Creditor side of the screen will give you a list of all creditors
entered for this debtor. (Equivalent to pressing
9
with the cursor in the creditor name field.)
Clicking on the Common Creditor List
will give you a list of all creditors in your Common Creditor List.
(Equivalent to pressing
0
with the cursor in the creditor name field.)
If you don’t want
to select a creditor from your Common Creditor List or from the list of scheduled creditors,
you can just begin to type a creditor name and address. Press
T
after entering the name to move to the next
field and make the AddressFill list disappear. When you enter the zip code, the city and state will be filled in
for you. (This is called AddressHelper; see page 319 for more information about the AddressHelper feature.)
7. Creditor Comments: Add any relevant comments.
8. Saving your entry: Press
A
-
R
to enter another codebtor, or click OK to save to your changes and return to
the Codebtor List Screen. Codebtors are alphabetized for you.
At the Codebtor List Screen, you can click Insert again to add another codebtor or click Close to return to the
Forms and Schedules Menu.
Excluding Codebtors from the Matrix
:
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