JP2017146814A - Notarial deed will creation support tool - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a tool that assists a testator to reliably create a testament for distributing estate.SOLUTION: A distribution-for-each-inheritor display screen 38 accepts input of inheritance object items necessary to create a testament by the unit that cannot be inherited anymore by dividing it further. Furthermore, a check field is provided for each item in order to guarantee the correctness of a money translated value. The distribution-for-each-inheritor display screen 38 displays a list of all inheritors and accepts operation to distribute inheritance object items to each inheritor. A distribution ratio confirmation screen 50 calculates the total of money translated values of all the inheritance object items regarding each of all the inheritors, calculates the total and a legal portion of heirs and displays them in contrast. After these processes, inheritor-by-inheritor estate data 54 is printed out for creating the testament including all the inheritance object items, their money translated values, and the total of inheritance amount for each inheritor.SELECTED DRAWING: Figure 1

Description

  The present invention relates to a proof will preparation support tool capable of organizing data for a will, and making the contents intuitively and numerically satisfactory.

  Clarification of inherited property is also important for calculation of inheritance tax, and various tools for supporting data organization have been developed (Patent Document 1).

JP 2004-303104 A

The known prior art has the following problems to be solved.
If there are multiple heirs after clarifying the inherited property, the distribution method can be specified by the will. A testimony will whose content is legally guaranteed is made by the dictator dictating the purpose of the will and the notary writing the content. If the will has multiple heirs, the will will be specifically written about the method of heritage division. The type and total amount of the heritage are declared by the will himself, but if there is an error in the calculation of the valuation value of the real estate, there is a risk that a will will be made against the will. In addition, when there are legal heirs, there is a risk of conflict if the inheritance is not divided in consideration of the remaining part.
The present invention assists the testator to use his accurate data to fully reflect his intentions and make the content intuitively and numerically acceptable before making a will The purpose is to provide a tool for supporting the preparation of a will.

  The following configurations are means for solving the above-described problems.

<Configuration 1>
The items to be inherited that are necessary for the preparation of the will are received and listed in units that cannot be divided and inherited, and a checklist is provided to ensure the accuracy of the value converted for each item. Means for displaying the created inheritance item list creation screen;
Means for displaying a list of all heirs and displaying a distribution display screen for each heir who accepts an operation for distributing the inheritance target item for each heir;
For all the above heirs, refer to the above distribution display screen for each heir, calculate the total amount of the converted amount of all inheritance items, calculate the total amount and the remaining portion, and display the comparison ratio Means for displaying a confirmation screen;
For each heir, refer to the distribution screen for each heir, and print out the inheritance data for each heir to create a will that includes all items to be inherited, their converted values, and the total value of the heirs This is a tool for supporting the creation of a deed of will.

<Configuration 2>
Items to be inherited that are necessary for the preparation of a will are listed by accepting input in units that cannot be divided and inherited, and a check list to ensure the accuracy of the value converted for each item Means for displaying an inheritance target item list creation screen provided with an item identification code for distinguishing each item;
Means for displaying a list of all heirs and displaying a distribution display screen for each heir who accepts an operation for distributing the item to be inherited using the item identification code for each heir;
For all the above heirs, refer to the distribution screen for each heir, calculate the total amount of the converted amount of all inheritance items, and display the total amount as a graphic, and each heir Each time it receives input of unique condition data, calculates the remaining portion for the corresponding heir and includes it in the comparison display, and displays a distribution ratio confirmation screen to determine whether the total amount exceeds the remaining portion Means to
For each heir, refer to the distribution screen for each heir, and print out the inheritance data for each heir to create a will that includes all items to be inherited, their converted values, and the total value of the heirs This is a tool for supporting the creation of a deed of will.

<Configuration 3>
Means for displaying an inheritance target list creation screen described in Configuration 1 or 2, a means for displaying a distribution display screen for each heir, a means for displaying a distribution ratio confirmation screen, and inheritance-specific heritage display data; This is a support program for creating a will certificate that functions as a means to print out.

<Configuration 4>
A computer-readable recording medium on which the computer program according to Configuration 3 is recorded.

At the stage where a will submits a will to a lawyer or notary, etc., it is possible to check whether or not a property expert has made an appraisal and show the accuracy of the items described.
The ratio of the inheritance amount to each heir, including the remaining portion, can be intuitively recognized by the graph, and the testator can determine a more appropriate distribution ratio. Furthermore, it is possible to facilitate the work of distributing the inheritance amount so that the total amount of the inheritance amount exceeds the remaining amount.

FIG. 1 is a block diagram showing the overall structure of the system of the present invention. FIG. 2 is an explanatory diagram illustrating an example of the inheritance target item list creation screen 28. FIG. 3 is an explanatory diagram illustrating an example of the distribution display screen 38 for each heir. FIG. 4 is an explanatory diagram showing an example of the distribution ratio confirmation screen 50. FIG. 5 is an explanatory diagram showing a printout of inheritance-specific heritage data.

  Hereinafter, embodiments of the present invention will be described in detail for each example.

FIG. 1 is a block diagram showing the overall structure of the system of the present invention. 2 to 4 are explanatory diagrams of the operation screen.
The present invention provides a support tool for creating a will that does not cause an unnecessary dispute between heirs. For this purpose, a computer program that gives the following functions to the computer 12 is installed, and the user 14 inputs necessary data. The processing result is printed by the printing device 58 to obtain a print output 60 that can be referred to when creating a will.

  The arithmetic processing unit 16 of the computer 12 includes an operation screen display means 20, an inheritance amount calculation means 22, a retained earnings calculation means 24, and a print output means 26. Further, the storage device 18 of the computer 12 stores an inheritance target item list creation screen 28, a distribution display screen 38 for each heir, a distribution ratio confirmation screen 50, inheritance-specific heritage data 54, and inheritance-specific condition data 56. Has been.

  As illustrated in FIG. 2, the inheritance target item list creation screen 28 is displayed in the item display unit 30 in units that cannot be inherited by dividing the inheritance target items necessary for creating the will. It is for accepting input and listing up. This screen is provided with a check list 34 for ensuring the accuracy of the amount converted value display unit 32 for each inheritance target item and an item identification code 36 for distinguishing each item inheritance target item.

  The per-inheritance distribution display screen 38 includes an item distribution unit 44 for displaying an all-inheritance list 40 and using the item identification code 36 for each heir to receive an operation for distributing the inheritance target item.

  As shown in FIG. 4, the distribution ratio confirmation screen 50 refers to the distribution display screen 38 for each heir and calculates the total amount of the amount converted values of all inheritance target items. , The total amount is displayed in comparison with a figure. In the embodiment of FIG. 4, a bar graph is used for comparison, but a pie graph or the like may be used.

  Furthermore, the distribution ratio confirmation screen 50 accepts input of unique condition data such as a relationship for each heir, calculates the surviving portion for the corresponding heir, and displays it in the comparison display. This makes it possible to determine whether the total amount exceeds the remaining portion.

  By operating the above screen, for each heir, referring to the distribution screen 38 for each heir, inheritance for creating a will that includes all inheritance target items, their converted amounts, and the sum of the inheritance The personal heritage data 54 can be printed out. Hereinafter, the operation of each screen will be described in more detail.

[Inheritance item list creation screen]
FIG. 2 is an explanatory diagram illustrating an example of the inheritance target item list creation screen 28.
The inheritance target item list creation screen 28 is a screen including an item display unit 30, an amount converted value display unit 32, and a check list 34. List heirs and relationships for confirmation. In order to avoid conflicts between heirs, it is necessary to first list the inheritance targets without omission and clearly indicate their value-converted values. By operating this screen using an input means such as a keyboard, it is possible to perform an accurate operation with no leakage.

  Inheritance includes (1) the right to exist on the land, (2) the right to exist on the house and the house, (3) fruit trees and standing bamboo trees, (4) property, (5) intangible property rights, (6) Classified as financial assets. The item display unit 30 describes them without omission. If there is a property that has been gifted for life and has been gifted before life, be sure to list it as well.

  Various assets such as land, condominiums, company management rights, stocks, and other assets are subject to inheritance, but non-cash assets, including deposits and savings, are often difficult to split. For example, in the example of FIG. 2, the home house and its site are to be inherited by the spouse at once. Rental houses and condominiums cannot be divided any more, so we want to decide the distribution in this unit. Therefore, all items other than cash are listed on the item display unit 30 in units that cannot be further divided and inherited. This facilitates the work of distributing to the heir for each inheritance target item.

  For each inheritance target item, the amount converted value must be accurately calculated and listed in the amount converted value display section 32. If this amount is ambiguous or has a large error, there may be a conflict between the heirs. In addition, there may be a situation where the legally inherited survivor cannot be secured. For example, for a property such as a rental apartment where rent income can be obtained, the amount must be converted in consideration of not only the line price but also the revenue price.

  Therefore, for example, an accurate appraisal by a real estate appraiser or the like is necessary. A check list 34 is provided so that it can be confirmed whether or not such measures are taken. At the stage where the will submits a will to a lawyer, a notary, etc. to create a will, the check list 34 can be displayed to indicate the accuracy of the items described on the inheritance target item list creation screen 28. For liabilities, it is advisable to determine the amount of debt repayment and exclude it from distribution. When the button 62 for starting the distribution work is clicked, a distribution display screen 38 for each heir is displayed.

FIG. 3 is an explanatory diagram illustrating an example of the distribution display screen 38 for each heir.
All the inheritance target items displayed on the item display unit 30 of the screen shown in FIG. An inheritor list 40 is displayed on the distribution display screen 38 for each heir, and an item distributor 44 is provided on the right side thereof. By inputting the item identification code 36 here, it is possible to clarify which inheritance target item is to be inherited for each heir.

  A cash allocation unit 46 is provided on the right side of the item distribution unit 44. Since the cash can be divided freely, it is preferable to determine the amount to be input to the cash allocation unit 46 for overall balance adjustment after distributing the other items to be inherited. A total display section 48 is provided at the rightmost end of the heir list 40, and displays the total value of the amount converted values of the items distributed thereto.

  For all the item identification codes 36 entered in the item distribution unit 44, refer to the amount converted value display unit 32 of the inheritance target item list creation screen 28, add the amount converted values, and calculate the amount in the cash allocation unit 46. By adding, the amount displayed on the total display section 48 can be calculated. When the button for viewing the graph is clicked, a distribution ratio confirmation screen 50 is displayed. If this confirmation can be made, the user can click the confirmation button 66 to print the will preparation material.

FIG. 4 is an explanatory diagram showing an example of the distribution ratio confirmation screen 50.
The most important thing is to decide which inheritance items are to be inherited by each heir. It was possible to confirm by the numbers on the total display section 48 of the distribution display screen 38 for each heir how much of the inheritance value was distributed to each heir. However, it is often difficult to get a feel with numbers alone. In addition, for legal heirs, it is necessary to secure a retained portion 52.

  To this end, the distribution ratio confirmation screen 50 is provided with a relationship display unit 42 along with the heir list 40. Then, the total amount of inheritance given to each heir is displayed in a bar graph, and at the same time, a process for calculating the remaining portion is executed. The total amount of the inheritance amount is a numerical value shown in the total display portion 48 of the distribution display screen 38 for each heir. The portion corresponding to the remaining portion 52 was displayed in a color-coded manner so as to be superimposed on the bar graph displaying the numerical values.

  The method for calculating the remaining portion is stipulated by law. Under the current law, for example, a spouse can inherit a half of heritage in principle, but a minimum of a quarter of heritage is retained. In principle, the eldest son and eldest daughter can inherit one-half of heritage, but one-eighth of heritage is the minimum. In the case where some of these assets have already been gifted before birth among these heirs, calculation is made by subtracting the gift before birth as a unique condition. In this embodiment, only a simple case is illustrated. If you set up a formula that complies with the current legal regulations, you can calculate automatically.

  With the distribution ratio confirmation screen 50, the ratio of the inheritance amount to each heir can be intuitively recognized, and the test subject can replace the inheritance target items so that the distribution ratio is more appropriate. Furthermore, for each legal heir, it can be seen that the total amount of the inheritance must exceed the surviving portion 52, which enables more accurate distribution of inherited property. When the confirmation is completed, the button 68 is clicked to redisplay the distribution screen for each heir.

FIG. 5 is an explanatory diagram showing a printout of inheritance-specific heritage data.
By sequentially operating the inheritance item list creation screen 28, the distribution screen for each heir, and the distribution ratio confirmation screen 50, the inherited heritage data 54 that has been thoroughly examined for preparing a will is prepared. Can be generated. The testator prints this on the printing device 58 and starts the will writing work. The will will accurately convey the contents of the will to a lawyer or notary while referring to the printed output 60. The printed output 60 is not only a rough display of the inheritance amount, but also shows the exact grounds, and the items to be distributed are also clearly shown, so it is possible to reliably prevent the occurrence of conflicts between the heir and the content of the will. it can.

  In the embodiment of FIG. 3, the item identification code attached to the inheritance target item is used for the distribution operation to each heir. However, the item distribution unit 44 for allocating inheritance target items to heirs may be widened so that the inheritance target items can be directly entered. For example, the following operation can be performed by a computer application.

  First, for example, “Hanako” is selected as the heir. Click on the text that says “Hanako”. This is an input mode for an inheritance target item for “Hanako”. Next, for example, “home house and site” in the inheritance target item list is selected. This can also be done by clicking on the text portion labeled “Home House and Site”. Thus, control is performed so that the characters “home house and site” are automatically transferred to the item distribution unit 44 of “Hanako”. Thereafter, when the character portion displayed as “Ichiro” is clicked, the mode is switched to the input mode of the inheritance target item for “Ichiro”. By controlling in this way, it becomes possible to automatically fill in the inheritance target items directly with letters. In addition, although the example which displays separately the inheritance object item list creation screen 28, the distribution display screen 38 for every heir, and the distribution ratio confirmation screen 50 was demonstrated, these may be comprised by the integral continuous screen, The layout can be changed freely.

12 Computer 14 User 16 Arithmetic processing device 18 Storage device 20 Operation screen display means 22 Inheritance amount calculation means 24 Remnant amount calculation means 26 Print output means 28 Inheritance object item list creation screen 30 Item display section 32 Amount converted value display section 34 Check 36 Item identification code 38 Distribution screen for each heir 40 Inheritance list 42 Relationship display section 44 Item distribution section 46 Cash allocation section 48 Total display section 50 Distribution ratio confirmation screen 52 Remnants display section 54 Inheritance-specific heritage data 58 Printing device 60 Print output 62 button 64 button 66 Confirm button 68 button

Claims (4)

The items to be inherited that are necessary for the preparation of the will are received and listed in units that cannot be divided and inherited, and a checklist is provided to ensure the accuracy of the value converted for each item. Means for displaying the created inheritance item list creation screen;
Means for displaying a list of all heirs and displaying a distribution display screen for each heir who accepts an operation for distributing the inheritance target item for each heir;
For all the above heirs, refer to the above distribution display screen for each heir, calculate the total amount of the converted amount of all inheritance items, calculate the total amount and the remaining portion, and display the comparison ratio Means for displaying a confirmation screen;
For each heir, refer to the distribution screen for each heir, and print out the inheritance data for each heir to create a will that includes all items to be inherited, their converted values, and the total value of the heirs This is a tool for supporting the creation of a deed of will. Items to be inherited that are necessary for the preparation of a will are listed by accepting input in units that cannot be divided and inherited, and a check list to ensure the accuracy of the value converted for each item Means for displaying an inheritance target item list creation screen provided with an item identification code for distinguishing each item;
Means for displaying a list of all heirs and displaying a distribution display screen for each heir who accepts an operation for distributing the item to be inherited using the item identification code for each heir;
For all the above heirs, refer to the distribution screen for each heir, calculate the total amount of the converted amount of all inheritance items, and display the total amount as a graphic, and each heir Each time it receives input of unique condition data, calculates the remaining portion for the corresponding heir and includes it in the comparison display, and displays a distribution ratio confirmation screen to determine whether the total amount exceeds the remaining portion Means to
For each heir, refer to the distribution screen for each heir, and print out the inheritance data for each heir to create a will that includes all items to be inherited, their converted values, and the total value of the heirs This is a tool for supporting the creation of a deed of will.   A means for displaying the inheritance target list creation screen according to claim 1, a means for displaying a distribution display screen for each heir, a means for displaying a distribution ratio confirmation screen, and inheritance display data for each heir This is a program for supporting the preparation of a will of deed.   A computer-readable recording medium on which the computer program according to claim 3 is recorded.

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