94 Best Case Bankruptcy for Windows
2. Dollar amounts: Enter the dollar amount for each question directly, pressing
to move from field to field.
Do not enter $ signs or negative signs.
3. Deductions: In the deductions section, you can type a description of other deductions in the fields labeled
“Other.” If you have more deductions than you can enter in this screen, you can type “see attachment,”
enter the total dollar figure of all other deductions, then create an attachment where you itemize deductions.
Our attachment feature is described on page 198.
Enter the spouse’s information, if applicable.
You’ll notice that Best Case Bankruptcy keeps a running total of the debtor’s and spouse’s income
at the bottom of the column. A combined total of both incomes is displayed in the bottom left corner of the
screen, along with the expense total from Schedule J and the excess amount, the difference between the
income and expenses. Click on Next Tab to get to the next section.
Enter the dollar amounts for each question, pressing
to move from field to field. Again, you’ll see that the total for
the schedule is being tracked at the bottom left corner of the screen; “Monthly Income” lists the t
otal for the debtor
and the debtor’s spouse.
You may find the prorate calculator described below helpful.
You’ll notice that for a few questions, a button appears which allows you to input additional lines. If you add more
lines than will fit on the page, Best Case will automatically add an attachment for you. Press Next Tab to get to the
next entry screen.
Schedule I Prorate Calculator
Schedule I asks for monthly amounts, but sometimes the debtor may be paid biweekly, weekly, etc. With the prorate
calculator, you can enter all financial information from the debtor’s pay stub then convert to monthly amounts.
To use the prorate calculator:
1. Go to Schedule I.
2. Click in the "Wages" tab at the top of the window.
Copy all numbers from debtor’s pay stub into appropriate places in the Schedule I entry window.
4. Click on the
button at the bottom of the debtor’
s income column.
5. The Prorate Calculator appears.
6. To select the payment interval, click the arrow to get a drop-down list of choices. Your choices are:
Monthly, weekly, twice a month, and every two weeks. Click on your answer choice.
Note that twice a month and every two weeks are not the same. A person getting paid every two
weeks gets paid about 26 times per year, while a person getting paid twice a month gets paid exactly
24 times a year.
7. Select how you want to round the amounts.
Note: The Round $1.00 option will round all amounts to the nearest dollar (e.g. $1.50 becomes
$2.00), while the 1.-- Cutoff Cents option will simply eliminate any trailing cents and print the whole
dollar amount (e.g. $1.50 becomes $1.00.)
8. When you click the Prorate button, all amounts in this column will be converted to monthly amounts, as
required on Schedule I.
Note that there is a separate prorate calculator button in the spouse’s income column.
Working With Forms and Schedules 95
Basic (keyboard) Prorate Calculator
The basic prorate calculator converts one answer to its monthly equivalent. It is accessible from any currency field
in any schedule.
1. With the cursor in the answer field of the dollar figure to be converted, press the gray
key in the number
key pad on the right side of your keyboard.
2. Use the
key to move to the payment interval, or use the mouse to click on the payment interval.
As you move the highlighter bar, you’ll see that the monthly equivalent of this amount is updated in the
right side of the prorate window. When you get to the correct choice, press
or click the Paste button.
4. The monthly equivalent now appears in the answer field.
Type any increase or decrease of more than 10% in any of the categories listed on Schedule I that is expected to
occur within a year of the filing date. Click OK to exit Schedule I and save your changes.
Form Preference: If you do not enter any expected changes for the debtor, this line will be left
blank on the printed form. If you want the word "None" to print here instead, there is a special
form preference which allows you to do so. For more information on using this preference, see
Form Preferences on page 300.
Schedule I includes two form preferences which allow you to modify the text that appears on the form:
1. "If there are no dependents, print 'None' in Relationship Column?" Defaults to "Yes." If the preference is
set to "No," and there are no dependents, the word "None" is removed from the relationship column, and it
is left blank.
2. "For #17 print 'None' if left blank?" Defaults to "No." If the preference is activated and the debtor has no
expected changes, the word "None" prints for Line 17, Expected Changes.
Editing Schedule I
Since you may need to edit this form, particularly if the debtor has more than one employer, it has been included in a
special format so that you can open it in the Best Case Editor. See Editing RTF documents and QuickForms in the
Best Case Editor on page 203.
Attachment for Business Income and Expenses
An attachment for business income and expenses can be found in the Supplemental Forms Folder which allows you
to itemize business income and expenses. This form, which is not an Official Form, can be edited in the Best Case
Editor for added flexibility. See Amended Schedules Signature Declaration
This is a simplified version of Form 6. Declaration Concerning Debtor's Schedules, specifically designed to
accompany amended filings. Before printing users can specify how many pages are included in the Amended
The Form includes one form preference: "Ask 'What document(s) are you amending?' each time?" When activated it
allows the user to specify the Schedules being amended as well as the number of pages included in the amendment.
(See Business Income and Expenses on page 118.)
Printing Schedule I for Corporate Debtors: By default, this form is only listed for non
business debtors. If you want it to appear for corporate or partnership debtors, see To Add a
Form to Your Forms and Schedules Menu in the Jurisd
iction Forms List section of the User’s
Guide, on page 299.
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96 Best Case Bankruptcy for Windows
Schedule J. Current Expenditures of Individual Debtors
From the Forms and Schedules Menu, press
to open Schedule J. From a list screen of any other Schedule, A
to jump to Schedule J.
Schedule J Entry Screen - Rent...Medical
This entry screen is divided into several tabs to make it easier to enter and view information. The first tab,
“Rent…Medical” refers to the first 10 questions that appear on Schedule J.
Enter the dollar amounts for each item, leaving items 0.00
where “$0.00” should appear, and using the T
move between fields. There is no need to use the $ sign; this will print as part of the form.
To jump to a field, double-click in that field or use the accelerator key (press
and the underlined letter). The
information in the field will be highlighted, and any information you type will overwrite the current
To insert information in a field without typing over what is already there, single click in the field. An insertion
bar will appear where you clicked.
Click Next Tab
to move to the next section. Enter information in the “Transportation...Taxes” and
“Installment…Other” tabs in the manner described above.
The form asks for monthly amounts, but you may have amounts for other intervals such as biweekly, weekly, etc.
The prorate calculator quickly converts to monthly amounts.
When using the prorate calculator, your interval choices are: daily (365 times per year), weekly (52 times per year),
bi-weekly (every other week), semi-monthly (twice a month), bi-monthly (every other month), quarterly (4 times per
year), semi-annually (twice a year) and annually (each year). To use the Prorate Calculator:
1. With the cursor in the answer box of dollar figure to be converted, press the
key in the number keypad on the
right side of your keyboard.
2. Use the
key to move to the payment interval, or use the mouse to click on the payment interval.
As you move the highlighter bar, you’ll see that the monthly equivalent of this amount is updat
ed. When you
get to the correct choice, press
or click the Paste button.
4. The monthly equivalent now appears in the answer box.
Separate spouse’s schedule
You’ll notice a checkbox in the bottom left
hand corner of the Rent..Medical tab labeled “Check this box if a joint
petition is filed and debtor’s spouse maintains a separate household.” If you check this box, you will get a button
The debtor’s total
income from Schedule I
appears here, along
with the expense total
and the excess, if any.
Working With Forms and Schedules 97
labeled “Spouse’s Schedule” that you can click to access a blank entry screen for Schedule J for the spouse’s
This tab displays the a summary of the totals entered on line 20 a-c:
a. Total Monthly Income is the total monthly income from line 16 of Schedule I.
b. Total Monthly Expenses equals the total monthly expenses from line 18 of Schedule J.
c. Monthly Net Income is the result of the Total Monthly Income less the Total Monthly Expenses.
NOTE: For chapter 12 & 13 filings, the Net Monthly Income tab replaces the old Chapter 12 &
13 Only tab.
If you have other expenses to itemize, click the appropriate other button in Schedule J to list them. In the entry
screen, notice the Save as Default button which allows you to save these categories to use with other client files.
The Clear All button clears erases all other lines on this screen, and the Clear $0 button removes lines with text but
no dollar amounts filled in.
If the answers you type into the other screen do not fit on Schedule J, Best Case will automatically create an
attachment for you.
You can click the Other buttons to itemize other expenses. Best Case will automatically create an attachment.
Attachment for Business Income and Expenses:
An attachment for business income and
expenses can be found in the Supplemental Forms Folder. This form, which is not an Official
Form, can be edited the Best Case Editor for added flexibility. See Business Income and
Expenses on page 118.
Special Form Preference
If you do not enter any anticipated increases or decreases in expenditures for line 19, it will be left blank on the
printed form. If you want the word "None" to print here instead, there is a special form preference which allows you
to do so. For more information on using this preference, see Form Preferences on page 300.
Editing Schedule J
Since you may need to edit the text of Schedule J, it has been included in a special format so that you can open it in
the Best Case Editor. See Editing RTF documents and QuickForms in the Best Case Editor on page 203.
Listing Schedule J for Businesses: By default, this form is only listed for non business
debtors. If you want it to appear for corporate or partnership debtors, see To Add a Form to
Your Forms and Schedules Menu on page 299.
98 Best Case Bankruptcy for Windows
Declaration Concerning Debtor’s Schedules
This is a form the debtor signs declaring that the information in the schedules is correct. In Best Case Bankruptcy,
there is no entry screen for this form since there is no information for you to enter. It appears in the Forms and
Schedules Menu so that it may be selected to print.
This form is provided in a special format so that you can edit it using the Best Case Editor, though you would
generally not need to do this. If you do want to edit it, see Editing RTF documents and QuickForms in the Best Case
Editor on page 203.
Form 7. Statement of Financial Affairs
Open Form 7 from the Forms and Schedules Menu by pressing
Statement of Financial Affairs Menu Screen
Never type “None”
For any question on the Statement of Financial Affairs that you do not answer, Best Case Bankruptcy will
automatically check the “None” box. You never need to type the word “None.”
Keyboard Shortcut: In the screen pictured above, you can jump to a question by
pressing the question number on your keyboard. For double-digit question numbers, press the
first digit again to cycle through numbers that begin with that number. Or, use the
the highlighter to the question you want to answer. With the question highlighted, press
answers, then press
to add new answers.
1. When there is information to report: If you have information to list for a question, highlight the question
or double-click on the question.
2. Inserting a record: After selecting a question, a list screen will appear which displays the full text of the
question as it appears on the form. Click Insert to add an item.
Just like in Schedules A-H, you will list each answer as a separate item.
The Menu for the Statement
of Financial Affairs contains
the headings for each
question on the form.
When you click here, you’ll get a list screen for this
question which displays the full text of the question.
Working With Forms and Schedules 99
Statement of Financial Affairs: Screen for Question 7
If you have several items to insert for a question, Best Case Bankruptcy will increase the amount of space for the
answer on the form. Likewise, if you have no information to report for a question, the space will be minimized.
Statement of Financial Affairs: Entry Screen for Question 1
In some places, you will be able to pull creditor names and addresses into the Statement of Financial Affairs from
Schedules D, E and F, or from your Common Creditor List. In those cases, the rotary card file button will appear
next to the creditor name field, and the AddressFill list will appear, as pictured below. Press
or click the DEF tab to
select from a list of creditors on Schedules D, E and F.
Entry Screen for Question 5 of the Statement of Financial Affairs
Shortcuts for Particular Questions
In Question 3, Payments to Creditors, Best Case Bankruptcy fills in the amount still owed when
you select a scheduled creditor from the DEF tab in the AddressFill list or through the
Scroll down to see the
full text of the question
on the form.
You’ll enter each
“item” for a question
in a separate entry
window like this
one. Best Case
you plenty of room
to type long text
Click to bring up a
list of all creditors
entered for this client
on Schedules D, E
and F or press 9.
If you hold your mouse over this
corner, a double-headed arrow will
appear. Press the left mouse button
and drag the mouse down and to the
right to make this window bigger.
100 Best Case Bankruptcy for Windows
Best Case automatically assigns creditors to section 3a, individual consumer debts, or 3b, non-
consumer debts, based on the Nature of Debt selected in the Filing Information tab of the Voluntary
Creditors Exempt from Recovery: A checkbox has been added to the creditor entry screen for 3a
so that payments to creditors as part of a domestic support obligation or as part of an alternative
repayment schedule negotiated by an approved nonprofit budgeting and consumer credit counseling
agency can be marked as exempt from recovery.
In question 5, Repossessions, foreclosures and returns, and Question 6 Assignments and
or click the creditor list button for a list of scheduled creditors, choose a
Schedule D creditor, and the creditor and property description will be pasted in for you.
In Question 9, Payments related to debt counseling or bankruptcy, there is an Atty Fee button
that copies the law firm name and address from the Setup Menu and the amount paid from the
Compensation Statement to the entry screen. Just fill in the payment date.
In Question 10, Other Transfers, we have added radio buttons which allow you to
choose whether the property recipient will be listed in 10a, ordinary transfers, or 10b,
transfers to a self-settled trust in the previous ten years.
For corporate or partnership debtors, a Copy button appears in Question 18 (Nature, location, and
name of business) which copies the name, location and tax id from the Voluntary Petition to this
Reordering Answers to a Question
Sometimes, after you have answered a particular question, you may find that you want to reorder your answers. For
example, you may want the answer you typed in last to appear first.
From the list screen for that question as pictured below, use the
buttons to move an answer.
Moving an answer in the Statement of Financial Affairs
In the picture a
bove, we’ll move the highlighted answer to the bottom by clicking the
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