JP2014093041A - Inheritance management program and inheritance management system - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide an inheritance management program capable of easily registering an expense and income generated in connection with an inherited asset as the time elapses, and of performing simulation on the basis of the latest information on the inherited asset at all times.SOLUTION: The inheritance management program includes an heir registration program, an inherited property registration program, an entry program and a simulation program. The heir registration program obtains heir data and stores it in a storage device. The inherited property registration program obtains inherited property data which contains monetary value data of each inherited property, and stores it in the storage device. The entry program encourages a user to input information on a change of inherited properties in a book form, obtains inherited property change data and stores it in the storage device. The simulation program obtains allocation data of each inherited property in connection with each heir, and calculates and displays the total amount of the inherited properties to be obtained by each heir, on the basis of the allocation data, the inherited property data and the inherited property change data.

Description

The present invention relates to a computer program used for managing information related to inherited property and a system for simulating division of inherited property.

In the inheritance of inheritance, it is necessary to grasp the heirs and inheritances and decide the appropriate allocation, but it is proposed to perform such management by computer. For example, in Patent Document 1, the total amount of property of the owner and / or their spouse who has a site of a predetermined area is roughly calculated, and this total amount and the business building is built on the site The balance of payments is calculated based on whether or not it can be profitable in the future, and if it is profitable, the total amount of assets and the amount of temporary net heritage are calculated from the debts and are generated from the owner and / or spouse. The amount of money required for primary and / or secondary inheritance is roughly calculated every 5 years, 10 years, and 15 years later, and the business building plan is changed so that the amount for inheritance is reasonable. It describes that a simulation for calculating the balance is performed.

Patent Document 2 collects information on assets and collects information on assets owned by a predetermined owner as an asset management system that presents the current state of assets based on this information. It is configured to evaluate the property or profitability, consider the possibility of tax payment based on the liquidity or profitability of each asset for the inheritance tax generated from each asset, and update information on each asset at regular intervals It is described to do.

JP 2000-148720 A JP 2004-303103 A

In inheritance, after the deceased's death, a certain amount of time will be required until the transfer of property and payment of the inheritance tax are completed after the discussion on the split of the heir. Therefore, the inheritance at the time of the deceased's death varies depending on the circumstances thereafter. When considering the split proposal, it is desirable to be able to make various calculations based on the latest property inheritance assessment that reflects these changes.

Patent Document 1 is intended to predict future revenues and expenditures that occur due to the use of the site, etc., and to make reference for inheritance. Such a prediction may be useful, but the inherited property is not only the site, but also other types of property, and not all the balance can be calculated by the invention of Patent Document 1. In addition, in order to actually divide property and pay inheritance tax, it is necessary to make an assessment based on the actual balance, not the predicted value.

The invention of Patent Document 2 intends to perform asset management including all assets other than land, and is also considering a future life plan of the user. And the system is complicated. Such information may be useful in the design of inheritance and life plans, but again, when dividing assets and paying inheritance taxes, evaluations must be made based on the actual balance of payments.

It is an object of the present invention to provide a heritage management program and a heritage management system that can easily register expenses and revenues related to inheritance over time and can always perform simulations based on the latest inheritance information. .

In order to solve the above problem, the heritage management program is a program that is executed by a computer and causes the computer to function as a heritage management system.
Has an heir registration program, an inheritance registration program, a bookkeeping program, and a simulation program,
The heir registration program acquires heir data and stores it in a computer storage device.
The inheritance property registration program obtains inheritance property data including value data for each individual inheritance property and stores it in a computer storage device.
The bookkeeping program prompts the user to enter information about changes in inheritance in the form of a book, obtains inheritance change data, stores it in a computer storage device,
The simulation program acquires allocation data for each heir to each inherited property, and calculates and displays the total amount of inheritance that each heir should acquire based on this allocation data, inheritance data, and inherited property fluctuation data. Display on the device.

The heritage management system of the present invention is a heritage management system having a computing device, a storage device, an input device, a computer having a display device, and a heritage management program that is installed in the storage device and functions as a heritage management system. Yes,
A program that is executed by a computer and causes the computer to function as a heritage management device,
The heritage management program has an heir registration program, an inheritance registration program, a bookkeeping program, and a simulation program.
The heir data is acquired by the heir registration program and stored in the storage device of the computer.
Inheritance property data including value data for each individual inheritance property is acquired by the inheritance property registration program and stored in the storage device of the computer.
Encourage the user to input information about changes in inheritance in the form of a book with the bookkeeping program, obtain inheritance change data and save it in a computer storage device,
The allocation data for each heir to each inherited property is acquired by the simulation program, and the total amount of inherited property to be acquired by each heir is calculated and displayed based on this allocated data, inherited property data, and inherited property fluctuation data. Display on the device.

The heritage management program and heritage management system of the present invention can input information related to changes in inheritance in the form of a book, so that inheritance change data can be easily registered. Since the simulation program is performed by reflecting the inherited property fluctuation data, the division plan can be appropriately examined based on the latest information on the inherited property.

It is a conceptual diagram which shows the structure of a legacy management system. It is a conceptual diagram which shows the structure of a legacy management program. It is a conceptual diagram which shows the example of a display of a selection menu. It is a conceptual diagram which shows the example of the "item information" screen display in a basic information registration function. It is a conceptual diagram which shows the example of the "decedent" screen display in a basic information registration function. It is a conceptual diagram which shows the example of the screen display in heir registration. It is a conceptual diagram which shows the example of the basic screen display in inheritance property registration. It is a conceptual diagram which shows the example of the screen display of land registration in inheritance property registration. It is a conceptual diagram which shows the example of the basic screen display in a bookkeeping. It is a conceptual diagram which shows the example of the slip input screen display in a bookkeeping. It is a conceptual diagram which shows the example of the legacy assignment screen display in simulation. It is a conceptual diagram which shows the example of the structure of inheritance property data. It is a conceptual diagram which shows the example of the structure of slip data. It is a flowchart which shows the outline | summary of a process of the inheritance property registration program, a bookkeeping program, and a simulation program. It is a flowchart which shows the outline | summary of calculation of the present value of an inherited property.

EMBODIMENT OF THE INVENTION The form for implementing this invention is demonstrated in detail based on drawing. FIG. 1 is a conceptual diagram showing a configuration of a legacy management system.

In the heritage management system 1, the computer 2 includes an arithmetic device 3, a storage device 4, an input device 5, and a display device 6. Here, the computer 2 is not particularly limited, and may have a certain arithmetic processing function, and may be a general-purpose personal computer or server. A plurality of computers may be connected via a network.

A heritage management program 10 is installed in the storage device 4. When the heritage management program 10 is executed by the computer 2, the computer 2 functions as a heritage management system. FIG. 2 is a conceptual diagram showing the configuration of the heritage management program. The heritage management program 10 includes a basic information registration program 11, an heir registration program 12, an inheritance registration program 13, a bookkeeping program 14, and a simulation program 15 as basic programs.

The basic information registration program 11 acquires / registers basic information of a case. When the basic information registration program 11 is executed, a screen for prompting input of basic information is displayed on the display device 6 of the computer 1, and the basic data 21 input by the user using the input device 5 is stored in the storage device 4.

The heir registration program 12 acquires and registers information about the heir. When the heir registration program 12 is executed, a screen for prompting input of heir information is displayed on the display device 6 of the computer 1, and heir data 22 input by the user using the input device 5 is stored in the storage device 4. To do.

The inheritance property registration program 13 acquires and registers information related to inheritance properties. When the inheritance property registration program 13 is executed, a screen for prompting input of inheritance property information is displayed on the display device 6 of the computer 1, and the inheritance property data 23 input by the user using the input device 5 is stored in the storage device 4. To do. The inheritance property registration program 13 may include a function for correcting the inherited property data 23 once registered, but at a certain point in time, for example, when a deceased person dies or a request for inheritance property management is received. The property status of, shall be determined and registered.

The bookkeeping program 14 is for acquiring and registering information on subsequent events related to changes in inheritance. When the bookkeeping program 14 is executed, a screen for prompting input of information relating to the change of the inherited property is displayed on the display device 6 of the computer 1 and is made to be entered in the form of bookkeeping. The slip data 24 input by the user using the input device 5 is stored in the storage device 4.

The simulation program 15 acquires and registers information related to assignment for each heir. When the simulation program 15 is executed, a screen prompting the user to input assignment data for each heir to each inherited property is displayed on the display device 6 of the computer 1, and the assignment data 25 input by the user using the input device 5. To get. Then, the division plan is simulated based on the allocation data 25 and the inherited property data 23, and the result is displayed on the display device 6.

Specific examples of heritage management programs and heritage management systems are further described. FIG. 3 is a conceptual diagram illustrating a display example of a selection menu. In this example, the main functions of the heritage management program are categorized into “Basic information”, “Heirs, etc.”, “Property”, “Heritage division”, “Schedule”, “Business diary”, “Documents”. ing. The selection menu shown in FIG. 3 is displayed on a part of the main screen of the heritage management system, and each item can be easily selected. The basic information registration program 11 is selected by “basic information”, the heir registration program 12 is selected by “inheritor etc.”, the inheritance registration program 13 and the bookkeeping program 14 are selected by “property”, and the simulation program 15 is selected by “heritage division”. it can. Since the user can freely perform each function by operating the selection menu, there is no restriction on the order of execution, but usually select in the order of “basic information”, “inheritance etc.”, “property”, “heritage division” Is done.

4 and 5 are conceptual diagrams showing examples of screen display in the basic information registration function. When “basic information” is selected from the selection menu, the basic information registration program 11 is executed, and this screen is displayed to prompt the user to input basic information. When there is a request for inheritance management, this function is selected for each case. It is composed of a “Matter Information” screen and a “Decedent” screen, and can be switched by operating a switching tab displayed on the screen information.

On the “Matter Information” screen, the date of acceptance, the name of the client, and the like can be registered as main basic data 21. On the “Deceased” screen, information about the deceased can be registered, and in particular, name, date of birth, date of death, gender, last address, permanent address, etc. can be registered, as well as data relating to a will. When the user inputs these data with the input device, the heritage management system 1 acquires the data and stores it as basic data 21 in the storage device 4.

FIG. 6 is a conceptual diagram showing an example of screen display in heir registration. When “Heirs etc.” is selected from the selection menu, the heir registration program 12 is executed, and this screen is displayed to prompt the user to input heir information. As main heir data, you can register your heir's name, date of birth, gender, relationship with the deceased, legal inheritance, survivorship, address, permanent address, etc. Further, participants other than heirs may be registered in the same manner. When the user inputs these data using the input device, the heritage management system 1 acquires the data and stores it in the storage device 4 as heir data 22. When there are a plurality of heirs, the user inputs data for each heir and the data is stored in the storage device 4.

FIG. 7 is a conceptual diagram showing an example of a basic screen display in inheritance property registration. When “Property” in the selection menu is selected, the inheritance property registration program 13 is executed and this screen is displayed. “Land”, “Building”, “Securities”, “Public bonds”, “Cash”, “Deposits and savings”, etc. can be selected as assets, and “Debt”, “Clearing money after inheritance” can be selected as liabilities. If there is data already registered, the value of inheritance tax, the value at the time of inheritance, the current value, etc. are displayed on the screen based on the data. The heritage management system 1 displays this screen, waits for the user to select the “add” button for the item of asset or liability, and displays the input screen for the user if the input device selects it.

For example, when the user selects “Add” for the “Land” item in the basic screen display shown in FIG. 7, the heritage management system 1 displays a land registration screen and prompts input of inherited property data related to the land. FIG. 8 is a conceptual diagram showing an example of a screen display for land registration in inheritance property registration. For land, data such as location, lot number, land area, fixed asset valuation, inheritance tax valuation, sale appraisal, etc. can be registered as inheritance property data. These items and input fields are displayed on the screen, and the heritage management system 1 acquires the inherited property data in response to the user's input and stores it in the storage device 4. FIG. 12 is a conceptual diagram showing an example of the structure of inherited property data. Each property that is a unit of registration is created in a form like a slip. Each inherited property is given an inherited property ID as identification information, but here is registered in the form of one account item. In addition, a predetermined time such as inheritance is set as the start time, and the price at the start time is registered as the “start price”. Furthermore, the price adjusted for subsequent changes can be registered as the “current price”. However, even if the “current value” is not included in the structure of inherited property data, in the present invention, it can be calculated based on slip data (inherited property fluctuation data) described later. Hereinafter, “current value” will be described as an example that is not included in the structure of inherited property data.

Input screens for “buildings”, “securities, etc.”, “public bonds”, “cash”, “deposits and savings”, etc. are prepared and displayed on the display device when selected on the basic screen. Detailed data about each asset can be registered as inheritance data. For any asset, the account item and “starting value” are included in the inheritance data.

On the basic screen for inheritance registration, a tab for switching “Account Ledger” is provided. When the “Account Ledger” switching tab is selected, the bookkeeping program 14 is executed. This bookkeeping program 14 records revenues and expenses generated afterwards as slips.

FIG. 9 is a conceptual diagram showing an example of a basic screen display in bookkeeping. When the “Account Ledger” switching tab is selected, the heritage management system 1 performs the display shown in FIG. Already registered inheritances are displayed, prompting selection of items to be booked. The user selects items related to the generated revenues and expenses.

For example, a case will be described as an example in which a balance proof is obtained for deposits and savings in a certain bank account, and the costs incurred are recorded. The user selects the deposit and saving item from the basic screen display. In response to the user's selection, the legacy management system 1 displays a slip input screen. FIG. 10 is a conceptual diagram showing an example of a slip input screen display in bookkeeping. As with normal accounting software, items of date, description, counterparty item, debit amount, credit amount and input fields for these data are displayed. The user inputs these data using the input device.

When the user inputs slip data, the legacy management system 1 acquires the slip data and stores it in the storage device 4. FIG. 13 is a conceptual diagram showing an example of the structure of slip data. Furthermore, the increase / decrease of the amount can be calculated for the corresponding subject. In this way, the current amount of the corresponding deposit and saving is reduced by the amount entered in the credit amount. The calculation of the current amount is performed in this example when referring to the current property state or in a simulation program described later. Therefore, even if slip data is input, the corresponding inheritance data is not changed.

As described above, the book entry can be easily performed by the same operation as the ordinary accounting software. And the inheritance property data at the time of the inheritance are kept, and the change of the inheritance property is reflected by the new slip data.

Further, the simulation program will be described. FIG. 11 is a conceptual diagram showing an example of a legacy assignment screen display in simulation. When “heritage division” is selected from the selection menu, the simulation program 15 is executed and this screen is displayed.

On the heritage assignment screen, the property to be divided and the heir are displayed in a table format. In this example, the heir is displayed in the horizontal direction and the property to be divided is displayed in the vertical direction. Then, an input column for the allocation data for the property of the heir is displayed on each cell where the property to be divided intersects with the heir. As allocation data, it may be entered as a share by percentage (fraction or percentage), or may be entered as a split amount. In addition, the property value for each property to be divided is also displayed. When the user inputs assignment data using the input device, the simulation program 15 acquires the assignment data. The heritage management system 1 performs heritage division simulation based on the allocated data.

When an assignment of a heir to a property is specified by a fractional ratio, the simulation program 15 calculates a value obtained by multiplying the value of the property by the fractional ratio, and uses that value as the allocation of the heir to the property. indicate. Furthermore, the amount allocated to the other property of the heir is added and displayed as “value of acquired property”.

Once all heirs have been allocated for all assets, one split proposal can be made. The division plan created in this way can be stored in the storage device 4. It is also possible to create different division plans by inputting different allocation data, and assign a plurality of division plans with different division plan names (eg, division plan 1, division plan 2,...). It may be stored.

Here, the value of the property used in this simulation program is based on the inherited property data 23 acquired by the inherited property registration program 13. Therefore, if the inheritance property data 23 is registered by the inheritance property registration program 13, the division simulation can be performed immediately. However, if the bookkeeping program 14 records after-sales revenue and expenses, the value of the property is changed accordingly. Since the simulation can be recalculated based on the value of the changed property, the division simulation based on the state of the latest inherited property can be easily performed.

FIG. 14 is a flowchart showing an overview of processing of the inheritance registration program, the book entry program, and the simulation program. As described above, the division simulation is performed based on the inherited property data. However, if the slip data is registered by the bookkeeping program, the simulation is performed based on the value adjusted for the variation.

FIG. 15 is a flowchart showing an outline of calculation of the current value of the inherited property. By executing the simulation program, the heritage management system queries the slip data stored in the storage device. The inheritance data account and the slip data debit account are contrasted. Then, the amount of the slip of the corresponding account item is increased or decreased with respect to the “starting value” of certain inherited property data, and the “current value” of the inherited property data is calculated.

In this example, the simulation program 15 displays the amount calculated based on the legal inheritance as the “scheduled acquisition amount”. Further, the difference between the planned acquisition price and the value of the acquired property is displayed as “difference from the planned acquisition price”. Thus, the user can always see the difference from the inheritance amount based on the legal inheritance while performing the simulation, and can be used as a reference for creating the division plan.

An "inheritance tax estimation" button is displayed on the heritage assignment screen in the simulation, and the inheritance tax estimation function can be selected. The heritage management program 10 registers data indicating the relationship between the inheritance amount and the tax rate in the storage device 4 as a table. Therefore, the heritage management program 10 can calculate the inheritance tax amount by referring to the table of the tax rate based on the value of the inherited property acquired by each heir according to the split ratio. Then, for the designated split proposal, the inheritance tax amount for each heir is estimated.

1. Heritage management system Computer 4. 4. Storage device Input device 6. Display device 10. Heritage management program11. Basic information registration program 12. Inheritance registration program13. Inheritance registration program 14. Bookkeeping program 15. Simulation program 21. Basic information data 22. Heir data 23. Inheritance property data 24. Inheritance change data (slip data)
25. Split proposal data

Claims (2)

A program executed by a computer and causing the computer to function as a heritage management system,
Has an heir registration program, an inheritance registration program, a bookkeeping program, and a simulation program,
The heir registration program acquires heir data and stores it in a computer storage device.
The inheritance property registration program obtains inheritance property data including value data for each individual inheritance property and stores it in a computer storage device.
The bookkeeping program prompts the user to enter information about changes in inheritance in the form of a book, obtains inheritance change data, stores it in a computer storage device,
The simulation program acquires allocation data for each heir to each inherited property, and calculates and displays the total amount of inheritance that each heir should acquire based on this allocation data, inheritance data, and inherited property fluctuation data. Heritage management program to be displayed on the device. A heritage management system having a computing device, a storage device, an input device, a computer having a display device, and a heritage management program installed in the storage device and functioning as a heritage management system,
A program that is executed by a computer and causes the computer to function as a heritage management device,
The heritage management program has an heir registration program, an inheritance registration program, a bookkeeping program, and a simulation program.
The heir data is acquired by the heir registration program and stored in the storage device of the computer.
Inheritance property data including value data for each individual inheritance property is acquired by the inheritance property registration program and stored in the storage device of the computer.
Encourage the user to input information about changes in inheritance in the form of a book with the bookkeeping program, obtain inheritance change data and save it in a computer storage device,
The allocation data for each heir to each inherited property is acquired by the simulation program, and the total amount of inherited property to be acquired by each heir is calculated and displayed based on this allocated data, inherited property data, and inherited property fluctuation data. A heritage management system that displays on the device.

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