JP6554650B2 - Inheritance information management device, inheritance information management system, inheritance information management program, inheritance information management method - Google Patents

Description

  In the inheritance, the present invention relates to a technique for managing information about the heir based on the inheritance property information and each heir configuration information associated with the inheritance procedure information.

In the inheritance, at the real estate agent, tax accountant, accounting office, etc., when, where, who, what, how, for whom, etc. You may be consulted about when to prepare and submit.
In addition, as consultants, there are many cases where they receive consultation on the existence of inheritance tax and inheritance procedures, so that information on the inheritance of the decedent can be obtained on the Internet so that information can be immediately provided to the consultant. A technology that allows you to easily calculate the inheritance tax amount by entering it can be used.
In addition, it is also possible to use a technology that can centrally manage drawing information such as a family tree showing the relationship between the deceased and the heir and provide information each time.

  In addition, in order to create an inheritance family tree from the relationship of the heirs, there is a technique for creating an inheritance family tree based on the character attribute data of the person and the family tree template, as a single inheritance family tree. (For example, see Patent Document 1 Japanese Patent Laid-Open No. 10-250261).

Furthermore, there has been a technique for displaying inheritance assets in association with each other from the heir composition diagram (see, for example, Patent Document 2 Japanese Patent Laid-Open No. 2017-102641).

Japanese Patent Laid-Open No. 10-250261

JP-A-2017-102641

  Inheritance for inheritance tax, inheritance tax, and inheritance procedures based on the inheritance information of the heir when the consultant receives consultation about inheritance, inheritance tax, and inheritance procedures. Inheritance tax filing apps have the following problems.

<Challenges for consultants>
From the point of view of the consultant, regarding the inheritance of the heir, when the consultant consults or after the consultation, the inheritance is determined and the inheritance tax amount is determined, and what kind of inheritance procedures will be performed It was not possible to manage the future response, and it was possible to associate the heir composition diagram with the inheritance, but it is unknown which heir inheritance has not been determined in the heir composition diagram was.
In particular, since the information and inheritance procedures to be provided for each heir are different, the problem is that the status of each heir cannot be grasped.

<Challenges for accounting firms>
Considering from the person in charge at the accounting office, what information is necessary and what kind of inheritance procedures are required to determine the inheritance after receiving consultation from the consultant about the inheritance of the deceased Although it was possible to manage the entire inheritance, it was not possible to manage and understand how much information was provided for each heir, what was missing, and what heir to do in the future. .
By distinguishing between the determination of inherited assets and the rough estimate, the consultant or accounting office staff cannot manage and grasp the information submitted and unsubmitted to determine the inherited assets. It only manages and understands information about people and heirs.
In addition, in order to determine inherited assets, each heir may need to provide information and inheritance procedures, and it is necessary to manage and grasp information in a timely manner. It is common for only the consultant to consult with the person in charge of the office, and if the procedure may be completely different for each heir, how much information is provided to each heir and what information is required? It was not possible to easily manage and understand how much inheritance procedures were completed and what kind of inheritance procedures would be necessary in the future.

That is, how to acquire inherited property information for advice.
In order to determine the inheritance tax, required documents, and inheritance procedures, it is necessary to determine not only the inheritance information but also all information such as the family information of the deceased. In many cases, it was necessary to inform the heirs of necessary documents, inheritance procedures, and information that must be prepared.

Also, for documents submitted by many heirs, it was not easy to know which heirs needed which documents and how long it took.

In order to solve the above problems,
1st invention is the inheritance information management apparatus for accepting the input of the inheritance property and the information of the heir and supporting the inheritance tax filing procedure for each heir,
As information about inheritance,
Inheritance information input acceptance means for accepting the input of the type and size of the inheritance and the amount of money,
For each inherited property, a procedure information input acceptance means for accepting input of the procedure status including the collection status of the submission documents required for the inheritance tax return,
As information about heirs,
Heir information input receiving means for receiving input of heir information including the name and attribute of the heir;
In the inheritance property information input receiving means,
For each inherited property, there is provided an approximate / determined distinction input receiving means for distinguishing whether the amount or scale of the property is approximate / determined,
For each inherited property, there is a procedure management means (submission document data management table) such as submission documents that manages the submission documents and information necessary for filing an inheritance tax,
For each inheritance, accept the status of collection of submission documents required for the declaration of inheritance tax and / or the status of procedures including consultation with the necessary specialists, and the procedure management means for the submission documents (submission document data management table) It has a procedure status acceptance means for submitting documents, etc.
For each heir, based on information on which inheritance is to be distributed, the heir information of each heir and the inheritance distributed to each heir,
The status of procedures, including the status of collection of inheritance assets associated with each heir and the submission documents corresponding to each inheritance, with the distinction of whether the amount and scale of each inheritance is approximate / determined, Inheritance procedure status output means listed for each heir.
Moreover, 2nd invention is the inheritance information management apparatus of 1st invention,
further,
An inheritance family tree generation output means for generating and outputting an inheritance family tree based on the information of the heir received by the heir information input reception means;
Inheritance pedigree generation / output means comprises outputting (displaying, electronic file, printing) the inheritance property and procedure status associated with each heir for each heir,
Inheritance information information about the risk of excess and deficiency of information, including notes and information on debts, etc., is characterized by being able to notify, contact, advise, and guide consultants at any time.
In addition, the third invention,
The apparatus according to any one of the first and second inventions,
In the screen display in the inheritance family tree generation output means,
A selection receiving means for receiving a selection instruction for a predetermined area in the screen;
A display means for enumerating the inheritance property associated with the corresponding heir when the area indicating the heir is selected in the inheritance household diagram, and the status of the inheritance procedure associated with the inheritance;
It is characterized by providing.
Moreover, 4th invention is an apparatus as described in any one of 1st-3rd invention, Comprising:
In the screen display in the inheritance family tree generation output means,
The selection accepting means extracts each inherited property associated with the corresponding heir when the area indicating the specific heir is selected, and
Based on the rough / final distinction information received by the rough / final distinction input receiving means,
Calculate the estimated / determined amount for each inherited property that the heir inherits,
An approximate / determined ratio calculating means for calculating an approximate / determined ratio for the total amount of assets inherited by the heir,
An approximate / confirmed ratio display means for displaying the calculated approximate / confirmed ratio;
It is characterized by providing.
The fifth invention is a system for accepting input of information on inheritance and heir and supporting the inheritance tax filing procedure for each heir,
As information about inheritance,
Inheritance information input acceptance means for accepting the input of the type and size of the inheritance and the amount of money,
For each inherited property, a procedure information input acceptance means for accepting input of the procedure status including the collection status of the submission documents required for the inheritance tax return,
As information about heirs,
Heir information input receiving means for receiving input of heir information including the name and attribute of the heir;
In the inheritance property information input receiving means,
For each inherited property, there is provided an approximate / determined distinction input receiving means for distinguishing whether the amount or scale of the property is approximate / determined,
For each inherited property, there is a procedure management means (submission document data management table) such as submission documents that manages the submission documents and information necessary for filing an inheritance tax,
For each inheritance, accept the status of collection of submission documents required for the declaration of inheritance tax and / or the status of procedures including consultation with the necessary specialists, and the procedure management means for the submission documents (submission document data management table) It has a procedure status acceptance means for submitting documents, etc.
For each heir, based on information on which inheritance is to be distributed, the heir information of each heir and the inheritance distributed to each heir,
The status of procedures, including the status of collection of inheritance assets associated with each heir and the submission documents corresponding to each inheritance, with the distinction of whether the amount and scale of each inheritance is approximate / determined, Inheritance procedure status output means listed for each heir.
In addition, the sixth invention,
In the inheritance information management system of the fifth invention,
An inheritance family tree generation output means for generating and outputting an inheritance family tree based on the information of the heir received by the heir information input reception means;
Inheritance pedigree generation / output means comprises outputting (displaying, electronic file, printing) the inheritance property and procedure status associated with each heir for each heir,
Inheritance information information about the risk of excess and deficiency of information, including notes and information on debts, etc., is characterized by being able to notify, contact, advise, and guide consultants at any time.
A seventh invention is the system according to any one of the fifth and sixth inventions,
In the screen display in the inheritance family tree generation output means,
A selection receiving means for receiving a selection instruction for a predetermined area in the screen;
It is provided with a display means for enumerating inheritance property associated with the corresponding heir when the area indicating the heir is selected in the inheritance household diagram and the status of the inheritance procedure associated with the inheritance. .
Moreover, 8th invention is a system as described in any one of 5th-7th invention, Comprising:
In the screen display in the inheritance family tree generation output means,
The selection accepting means extracts each inherited property associated with the corresponding heir when the area indicating the specific heir is selected, and
Based on the rough / final distinction information received by the rough / final distinction input receiving means,
Calculate the estimated / determined amount for each inherited property that the heir inherits,
An approximate / determined ratio calculating means for calculating an approximate / determined ratio for the total amount of assets inherited by the heir,
An approximate / confirmed ratio display means for displaying the calculated approximate / confirmed ratio;
It is characterized by providing.
A ninth invention is the system according to any one of the fifth to eighth inventions,
In the terminal and server between the two connected to each other via the network,
It is characterized in that property information can be input at a counselor terminal, and information can be shared, notified, and reported to the consultation reception terminal, so that it is possible to provide guidance by collecting and managing inherited property information appropriately and efficiently.
The tenth aspect of the invention is an inheritance information management method for accepting input of information on inheritance assets and heirs and supporting an inheritance tax filing procedure for each heir,
As information about inheritance,
Inheritance information input acceptance step for accepting input of the type and size of the inheritance and the amount of money,
For each inherited property, a procedure information input acceptance step for submission documents that accepts the input of the procedure status including the collection status of the submission documents required for the inheritance tax return,
As information about heirs,
An heir information input receiving step for receiving input of heir information including the name and attribute of the heir;
In the inheritance property information input reception step,
For each inherited property, there is an approximate / confirmed distinction input receiving step for distinguishing whether the amount or scale of the property is approximate / confirmed,
For each inherited property, there is a procedure for managing submitted documents and other information necessary for filing an inheritance tax and a procedure management step (submitted document data management table).
For each inherited property, accept the status of collection of submission documents required for the declaration of inheritance tax and / or the status of procedures including consultation with the necessary specialists, and the procedure management procedure for the submission documents (submission document data management table) It has a procedure status reception step to register the submitted documents,
For each heir, based on information on which inheritance is to be distributed, the heir information of each heir and the inheritance distributed to each heir,
The status of procedures, including the status of collection of inheritance assets associated with each heir and the submission documents corresponding to each inheritance, with the distinction of whether the amount and scale of each inheritance is approximate / determined, And an inheritance property procedure status output step listed for each heir.
The eleventh invention is the inheritance information management method according to the tenth invention, wherein
An inheritance family tree generation output step for generating and outputting an inheritance family tree based on the information of the heir received in the heir information input reception step;
In the inheritance genealogy generation output step, the inheritance property and the procedure status associated with each heir are output for each heir (display, electronic file, print),
Inheritance information information about the risk of excess and deficiency of information, including notes and information on debts, etc., is characterized by being able to notify, contact, advise, and guide consultants at any time.
In addition, the twelfth invention
The method according to any one of the tenth and eleventh inventions,
In the screen display in the inheritance family tree generation output step,
A selection reception step for receiving a selection instruction for a predetermined area on the screen;
And a display step for listing inheritances associated with the corresponding heir when the area indicating the heir is selected in the inheritance household diagram and the status of the inheritance procedure associated with the inheritance. .
The thirteenth invention is the method according to any one of the tenth to twelfth inventions,
In the screen display in the inheritance family tree generation output step,
The selection receiving step extracts each inherited property associated with a corresponding heir when selecting a region indicating a specific heir,
Based on the rough / final distinction information received in the rough / final distinction input acceptance step,
Calculate the estimated / determined amount for each inherited property that the heir inherits,
An approximate / determined ratio calculating step for calculating an approximate / determined ratio for the total amount of assets inherited by the heir;
An approximate / confirmed ratio display step for displaying the calculated approximate / confirmed ratio;
It is characterized by providing.
The fourteenth invention is the method according to any one of the tenth to thirteenth aspects,
In the terminal and server between the two connected to each other via the network,
It is characterized in that property information can be input at a counselor terminal, and information can be shared, notified, and reported to the consultation reception terminal, so that it is possible to provide guidance by collecting and managing inherited property information appropriately and efficiently.
A fifteenth aspect of the invention is a program for causing a computer to function as the inheritance information management device according to any one of the first to fourth aspects.

  According to the present invention, even if it is not clear what kind of inheritance procedures and documents are required in the process of inheritance and the inheritance property, it is determined for each heir whether it is determined or not determined. By receiving and managing the inheritance property and inheritance procedure status (mixture) that are mixed, it is possible to collect information on inheritance and the inheritance procedure to be carried out. It should be possible to present easily and clearly what should be inherited.

FIG. 1-A shows an example of a stand-alone configuration in which only the client PC 10 is configured. FIG. 1B shows a configuration example of a client server in which the server 100 and the WS 20 are network-connected by a LAN. FIG. 1C is a configuration example in the cloud, in which the WS 20 is connected to the network by the WAN via the cloud 200. FIG. 1-D shows a consultant-accounting office configuration 1 in which a consultant PC 30 and an accounting office PC 40 are connected one-to-one via the Internet. 1-E is a configuration in which the server 100 is added to the Internet in addition to the configuration of the consultant-accounting office configuration 1 in FIG. 1-D, and both the consultant and the accounting office access the information registered in the server. It is the structure connected so that it can do.

FIG. 2-A is a functional block diagram in a single PC configuration, and shows an example of functions necessary for the report information management apparatus. FIG. 2B is a functional block diagram of the client server configuration and the cloud configuration, and both have the same configuration. Fig. 3-A1 is a diagram of the first half of Fig. 3-A. After the information of the counselor or the inheritance counselor and heir is input and registered from the accounting office side in the overall processing flow, the heir And displaying the correlation of each heir, displaying and inputting the status of the inheritance procedure, or displaying and inputting the status of the inherited property. FIG. 3-A2 is a diagram of the latter half of FIG. 3-A. FIG. 3-B is an inheritance procedure input process flow. FIG. 3C is an inheritance input process flow. FIG. 3D shows an input flow of inheritance procedure information (such as collection status of submitted documents). FIG. 4A is an inheritance consultant information management table in which the relationship between the consultant and the heir is registered. FIG. 4-2 is an heir composition information management table, which is a table in which the relationship between the heir and the heir is registered. FIG. 4C is an inheritor correlation diagram information management table for registering information for generating an inheritance family tree screen display. FIG. 4-4 is an inheritance correlation diagram creation rule management table for registering rules for generating an inheritance family tree. FIG. 4-5 is a submitted document data management table for registering and managing the overall inheritance procedures performed by each heir. FIG. 4-6 is an inherited property information data table for registering and managing the entire property information inherited by each heir. FIG. 4-7 is a data management table between the consultant and the accounting office, and is a table for registering and managing exclusive processing between the consultant and the accounting office and progress management information. FIG. 4-8 is an inheritance property-inheritance procedure linkage management table, which is a table for registering and managing what inheritance procedures are generated from the inheritance property. FIG. 4-9 is an inheritance procedure management table for registering and managing what documents are required according to the inheritance procedure. Fig. 5-1 is an inheritance family tree information display screen, which shows the correlation between the deceased and each heir in the family tree, and shows the inheritance procedure status and / or inheritance status of each heir. The graph shown can be displayed. FIG. 5-2A is an inheritance procedure status display screen (inheritance procedure confirmation example). In the inheritance family tree information display screen (FIG. 5-1), after pressing the “inheritance procedure status” button, the person image data area is displayed. It is a screen displayed when selected, and is an example of a screen displayed when a specific procedure among the inheritance procedures is completed. FIG. 5-2B is an inheritance procedure status display screen (inheritance procedure unconfirmed example). On the inheritance family tree information display screen (FIG. 5-1), after pressing the “inheritance procedure status” button, the person image data is displayed. This is a screen that is displayed when an area is selected, and is an example of a screen that is displayed when a specific procedure among the inheritance procedures is not yet confirmed. FIG. 5-3 is an inheritance property information input screen. When the person image data display area is selected after the “inheritance property information acquisition status” button is pressed on the inheritance family tree information display screen (FIG. 5A). This is the screen that is displayed. FIG. 5-4 is an input screen for inheritance procedure information (collection status of submitted documents, etc.). FIG. 5-5 is an input screen for inherited property information (screen display, printed matter, PDF, etc.). FIG. 6A is a management data access sequence diagram between the consultant PC and the accounting firm PC. In the consultant-accounting firm configuration 2 (FIG. 1E), the consultant PC30-server 100-accounting firm PC40. Shows a sequence for inputting and managing the status of inheritance procedures and the status of acquisition of inherited properties while mutually linking and exclusive processing. Fig. 6-2 is an example of the cooperation process between the consultant's PC and the accounting office PC, and shows the sequence in which the consultant and the accounting office process the processes from inheritance tax consultation to the reporting process in mutual cooperation. It is.

1. 1. Configuration of System Example As shown in FIG. 1, the system configuration of the present invention includes (A) a stand-alone configuration, (B) a client-server configuration, (C) a cloud configuration, and (D) a consultant-accounting office. Configuration 5 and (E) Consulter-accounting office configuration 2 are shown.
The system components include a PC 10 in a stand-alone configuration, and the processing is completed on the PC. The PC may be not only a desktop PC or a notebook PC but also a tablet terminal or a smartphone terminal.

In the client server configuration, the server 100 and the WS terminal 20 are configured, and an operator operates the WS terminal 20 to perform data input, screen display, output operation, and the like. The server 100 receives operation information and data operations from the WS terminal 20. In response to this, processing is performed by cooperation between the two, such as processing by each function unit of the server 100 and returning to the terminal. In the configuration example, two WS terminals are connected in the configuration example, but one WS terminal or a plurality of WS terminals may be used. The WS terminal may be not only a desktop PC or a notebook PC, but also a tablet terminal, a smartphone terminal, or the like.
The client server configuration is a type used in an accounting office or a corporate accounting department, but is not limited thereto.

The cloud configuration is a configuration example in which the server is configured on the cloud as the cloud 200, and the processing content is the same as the client server configuration.
The consultant-accounting office configuration 1 is a configuration example in which data input, screen display, and output operations can be performed mutually between the accounting office PC 40 and the consultant PC 30 across the Internet. In this configuration, the accounting office PC 40 and the consultant PC 30 perform exclusive processing in cooperation with each other so that data is not damaged.
The consultant-accounting office configuration 2 is a configuration example in which the server 100 is added to the consultant-accounting office configuration 1 with the Internet interposed therebetween. Data is registered in the server 100 and consulted with the accounting office PC40. This is a configuration example in which data input, screen display, and output operation can be performed mutually on the operator PC 30, and the accounting office PC 40 and the consultant PC 30 perform exclusive processing in cooperation with each other so that the data is not damaged.

2. Functional Block of Each Component FIG. 2 shows a functional block diagram of each component. 3 shows a functional block diagram of the PC 10 in a stand-alone configuration, (B) a client-server configuration, and (C) a cloud configuration.

2-1. Functional block configuration of the PC 10 in a stand-alone configuration The PC 10 has an input unit 11 that accepts an input operation such as a KB or a mouse or a gesture operation if it is a mobile terminal, and an output unit 12 that performs a screen, print output, or the like.
Further, the program code stored in the storage unit is developed on a RAM (Random Access Memory), and the program is executed by the central processing unit (CPU), whereby the processing of each functional unit of the control unit 14 is performed.
The communication unit 13 performs communication processing with an external network.
The storage unit 15 stores the input inheritance consultant information management data, heir composition information management data, heir correlation diagram information management data, and the like.
The input unit may be a keyboard, mouse, touch panel, voice, etc., the output unit may be a display, projector, printer or the like, and the storage unit is not only a memory (RAM, ROM) but also a USB memory, The external network connected to the communication unit may be a LAN or WAN, the LAN may be wired or wireless, and the WAN communication line may be high speed or low speed.

2-2. Functional Blocks of Client Server Configuration and Cloud Configuration FIGS. 2B and 2C are diagrams showing functional blocks of the client server configuration and the cloud configuration.
Each functional unit in FIG. 2A is configured in the server 100 or the cloud 200, receives operations from the WS terminal 20 via the network, and each of the control units 140 (or 240). The function unit executes processing using data stored in the storage unit 150 (or 250).
In the cloud configuration, various types such as a virtual server and a virtual PC can be used.

2-3. Functional block between the consultant and the accounting office The functional block between the consultant and the accounting office is not shown in the figure, but regarding the accounting office PC40 and the consultant PC30, each functional unit has the same configuration as the PC10, and both terminals Is connected to the network via an Internet connection. Furthermore, a configuration of the server 100 connected to both terminals of the consultant PC 30 and the accounting office PC 40 via a network is also conceivable (not shown).
In this case, an operation from the consultant PC 30 or the accounting office PC 40 is accepted, and each function unit of the control unit in the server executes processing using data in the storage unit.
In the cloud configuration, various types such as a virtual server and a virtual PC can be used.

3. Processing flow 3-1. Overall Process Flow FIG. 3-A is a diagram showing an overall process flow when registering heir information and heir composition information of the report management system of the present invention.
A person with expertise such as an accounting office staff or tax accountant operates the PC 10, WS terminal 20, accounting office PC 40, etc., or a consultant operates the consultant PC 30, PC 10 or accounting office PC 40 The entire processing flow when the processing is advanced by the control unit or storage unit of the server 100 or the cloud 200 is shown.

The report management application is activated (S3A-1), and an inheritance consultant is selected (S3A-2).
If you have already registered an inheritance counselor, you can select a counselor based on the screen that displays the information obtained from the inheritance counselor information management table (Figure 4-1). For example, initial input processing of consultant information is required.

After selecting an inheritance consultant, heirs configuration information is input (S3A-3).
In the input of the heir composition information, the relationship between the heir who corresponds to the legal inheritance and the parents, heirs, and husbands of the heir is input as information for understanding the relationship between the heir and the heir.
In addition, since the person who is not a related person can also be considered as the heir, in that case, it is not necessary to input information related to the related relation.

After the heir configuration information is input, the heir configuration information is registered, and the input result is recorded in the heir consultant information management table (FIG. 4-1) and the heir configuration information management table (FIG. 4-2). (S3A-4).

An inheritance family tree generation process is performed based on the configuration information of the deceased and the heir (S3A-5).
In the household chart generation process, an inheritance family tree screen is generated on the screen based on the data registered in the heir composition information management table (FIG. 5-1).

The screen display is a legal heir based on the heir composition information management table (FIG. 4-2), the heir correlation diagram information management table (FIG. 4-3), and the inheritance correlation diagram creation rule management table (FIG. 4-4). If the correct inheritance family tree is not displayed, the input person adjusts the display position and contents while viewing the display screen (FIG. 5-1) (S3A-6). ).

The contents displayed on the display screen (FIG. 5-1) are the heir configuration information management table (FIG. 4-2), the heir correlation diagram information management table (FIG. 4-3), the inheritance correlation diagram creation rule management table ( By registering in Fig. 4-4), the correct inheritance tree will be displayed at the next startup.

After the display adjustment (S3A-6) of the inheritance family tree is completed, an initial input process of inherited property information is performed (S3A-7), and a process of reading the inherited property information of the heir is performed (S3A-8). In this embodiment, the inheritance property information of the deceased is input by a separate input process, and the input information is stored in the submitted document data management table (FIG. 4-5) or the inheritance property information data table. Obtain from (Fig. 4-6). However, the inheritance information and the like of the deceased may be input after creating the inheritance family tree.
In addition, the inheritance property reading process may be performed before the inheritance family tree is displayed.

The inheritance family tree display screen displays each heir registered with the inherited. In the embodiment, a pie chart is displayed on the person image data (FIG. 5-1). Since this is only an example, for example, the deceased person and each heir may be displayed in a rectangle, and if it can be distinguished from other heirs such as illustrations, anthropomorphic data instead of person image data Good.
Further, although the successor is marked with an X, the image data may be displayed in a light color, and if it is a gift before life, the same image data as the heir may be used.

In the embodiment, it is displayed as a pie chart, but it may be a bar chart or a mark for displaying the situation on another screen display. The mark may be a character, a figure, a symbol, or the like. Furthermore, information may be displayed on another screen by pressing a mark, or information may be displayed on the same screen.

The pie chart display can be switched by pressing the “inheritance procedure status” and “inheritance property information acquisition status” buttons at the bottom of the display screen (S3A-9). When the “inheritance procedure status” button is pressed, the inheritance is displayed. For each person, the ratio of those whose inheritance procedures have been completed (confirmed) and those that have not been completed (unconfirmed) is displayed (S3A-12, S3A-13). Note that the inheritance procedures that appear here are all inheritance procedures that should be carried out by the heir, and include procedures that are carried out at government offices, banks, companies, etc. when the deceased died.
Furthermore, when inputting, inheritance procedure input processing (S3A-15) can be performed.

When the “acquisition of inherited property information” button is pressed, the accounting office displays the information acquired for determining the inherited property information and the inheritance tax for each heir, and the ratio of the information not acquired (S3A). -10, S3A-11). The information presented here is all information necessary for determining the inheritance tax for all heirs.
Furthermore, when inputting, inheritance property information input processing (S3A-14) can be performed.

In addition, when neither the “inheritance procedure status” button or the “inheritance property information acquisition status” button is pressed on the inheritance family tree information display screen (FIG. 5-1), the submitted document data management table (FIG. 4-5) and all the information in the inheritance property data table (Fig. 4-6) are extracted, and the combined information on the progress (confirmed / unconfirmed) status of the entire inheritance procedure and the information on the inheritance status is obtained. It may be displayed as a pie chart.

3-2. Inheritance Property Information Input and Generation of Inheritance Procedure Information FIG. 5-5 is an input screen for inheritance property information (screen display, printed matter, PDF, etc.).
Here, during the initial input process of inherited property information (S3A-7), input is made to the input screen (Fig. 5-5) of inherited property information (screen display, printed matter, PDF, etc.), and then the registration of the inherited property information is performed. At this time, the process of generating the inheritance procedure information based on the inherited property information and registering it in the submitted document data management table is described.
Inheritance property information (screen display, printed matter, PDF, etc.) input the inheritance property from the input screen (Fig. 5-5), but it is determined what property will be inherited. As for inheritance, procedures are determined by laws and ministerial ordinances, etc., and these are managed by the inherited property-inheritance procedure linkage management table (Fig. 4-8).
For example, on inheritance property information (screen display, printed matter, PDF, etc.) input screen (Fig. 5-5), enter 1,500,000 yen only for Mr. Kihanako In that case, the inheritance property-inheritance procedure linkage management table (FIGS. 4-8) recognizes the residential land (property ID: 3) and the individual property (0), and the individual registration inheritance (procedure ID: 115). Applicable.
Since it is found from the inheritance procedure management table (Fig. 4-9) that there are 7 types of required document types (required number of types: 7), 7 sets of “document ID” and “document type” from the subsequent cell Is extracted and registered in the submitted document data management table (FIG. 4-5).
In the submitted document data management table (Fig. 4-5), the address information of the acquisition destination and the submission destination is registered as "acquisition destination information" and "submission destination information". The address of the nearest government office or the like may be registered using a known map search technique from the heir composition information management table (FIG. 4-2).
In addition, since documents necessary for inheritance procedures are revised according to the age, the inheritance property-inheritance procedure linkage management table (Fig. 4-8) and the inheritance procedure management table (Fig. 4-9) can be modified and added as appropriate. It may be.

3-3. Inheritance Procedure Input Processing Flow FIG. 3-B is an inheritance procedure input processing flow.
After the “inheritance procedure status button” displayed on the inheritance genealogy information display screen (FIG. 5-1) is clicked, the flow proceeds to this flow when the target heir is clicked.
An inheritance procedure status display screen (FIGS. 5-2A and 5-2B) is displayed on the screen, and further input (S3B-1) and registration (S3B-2) can be performed.

In the embodiment, since the “inheritance procedure status” button is clicked on the inheritance family tree information display screen (FIG. 5-1), the click is made in the person image data area of ○ Hanako, so the inheritance procedure status display screen When the display is switched, the progress (confirmed / unconfirmed) status of the entire inheritance procedure of ○ Hanako is extracted from the submitted document data management table (Figure 4-5) and displayed on the screen (Figure 5-2A). .

In addition, by pressing the area indicating “indefinite procedure” in the pie chart displayed in the person image data area, the indefinite procedure in the inheritance procedure is extracted from the submitted document data management table and displayed on the screen. It can be displayed, and by pressing the area showing “Procedure” in the pie chart displayed in the person image data area, the confirmation procedure in the inheritance procedure is extracted from the submitted document data management table. It can also be displayed on the screen.

In addition, when you click the "Inheritance Procedure Status" button on the inheritance genealogy information display screen (Figure 5-1) and click on the person image data area of ○ Taro, the inheritor, the inheritance procedure information (submission documents) Display screen (Fig. 5-4). In addition, the input screen of inheritance procedure information (collection status of submitted documents, etc.) may be displayed in time series units as well as in the exemplified format, or may be displayed separately for each heir, and for each heir Differentiated display may be performed by color coding or line drawing.

FIG. 4-5 is a submitted document data management table.
As an example of inheritance procedure management, when each inheritor has different inheritance procedures, the inheritance procedure is different for each heir, using the submitted document data management table (Figure 4-5) as an example. Explain how the management of the procedure is reflected in the submitted document data management table.

  As legal heirs of the deceased O Taro, there are O Hanako, O Ki Ichiro, O Ki Sako, and for each heir, O Ki Hanako, deposit inheritance, O Ki Ichiro Inheritance of inheritance (automobile) has occurred for registered inheritance and Ogi Soko. When there is a will, different inheritances may be distributed to each heir in this way. In that case, the documents prepared for inheritance by each heir are completely different, and the document submission destination is diverse. Stipulated by the law and patterned, the information related to the inherited property and the procedures and documents associated therewith are stored in a database (not shown), and consultation based on the hearing information from the consultant Inheritance procedures to be performed by the person can be listed in the submitted document data management table.

  For example, in the case of Oka Hanako who inherits deposits, the will of the heir, the death report of the heir, the testimony of the heir's will, the certified copy of the family register of the heir, the seal certificate of the heir In the case of Oki Ichiro, who is a registered heir , Fixed asset evaluation certificate, real estate all matters certificate, inheritance heritage split agreement is necessary, and in the case of Kisako to inherit inheritance (automobile), heir seal certificate, garage certificate, movable property You will need a transfer certificate, car verification, car tax tax certificate, car tax / car acquisition tax declaration, self-insurance certificate, application form, and fee payment form.

As an example in which the inheritance procedure is confirmed, an inheritance procedure status display screen (inheritance procedure confirmation example) (FIG. 5-2A) that displays the inheritance procedure status of ○ Hanako concerning the deposit inheritance procedure.
In addition, as an example where the inheritance procedure has not been finalized, an inheritance procedure status display screen (inheritance procedure unconfirmed example) that shows the inheritance procedure status of Kisako Koso regarding the property inheritance (automobile) procedure (Figure 5-2B) ). In this screen, information on the status of inheritance procedures and information on individual document collection are displayed. Information on individual documents required to complete a specific inheritance procedure is listed, and the status of obtaining documents is entered. Can do. A specific inheritance procedure can be carried out at the stage when the individual document is prepared, and further, a confirmation input can be performed when the specific inheritance procedure is completed.

In addition, when individual documents are prepared and a specific inheritance procedure is started, it may be possible to notify a consultant, a person in charge of an accounting office, or the like by sound or a screen display.
Further, the location of an individual document acquisition destination or a specific inheritance procedure document submission destination may be displayed as map information. For example, in the submitted document data management table (Fig. 4-5), in the case of Kisako's movable inheritance (automobile), the tax payment certificate for automobiles will be obtained from the tax office nearest to the Land Transport Bureau, When the station specifies, the nearest tax office may be found from the map and registered in the submitted document data management table, or the map data may be stored as information in the submitted document data management table.

  How much time each heir needs to collect the above documents, where they can get them, where to finally submit the required documents, and who are relevant experts in collecting the documents Since the information is managed by the submitted document data management table (Fig. 4-5), the consultant can check and the accounting office staff can grasp the situation.

  In addition, the person in charge of the accounting firm usually contacts only the consultant (inheritance representative), but based on the information obtained from the consultant, other heirs are provided with necessary procedures, time limit information, etc. You may enable it to notify each heir as useful information.

3-4. Inheritance Property Input Processing Flow FIG. 3-C is an inheritance property input processing flow.
After the “inheritance property information acquisition status” button displayed on the inheritance family tree information display screen (FIG. 5-1) is clicked, the process proceeds to this flow when the target heir is clicked.
An inheritance input screen (FIGS. 5-3 and 5-5) is displayed on the screen, and further input (S3C-1) and registration (S3C-2) can be performed.

In the embodiment, since the inherited family tree information display screen (FIG. 5-1) is clicked, the “inheritance property information acquisition status” button is clicked, and the person image data area of ○ Hanako is clicked. When the display is switched to (2), the acquisition status of the entire inheritance property of ○ Hanako is extracted from the inheritance property data table (FIG. 4-6) and displayed on the screen (FIG. 5-3).

In addition, by pressing the area indicating “approximate inheritance” in the pie chart displayed in the person image data area, the acquisition status of the approximate inheritance is extracted from the inheritance asset data table and displayed on the screen. By pressing the area indicating “Procedure Procedure” in the pie chart displayed in the person image data area, the acquisition status of the confirmed inherited property is extracted from the inherited property data table and displayed on the screen. You can also.

In addition, when the “inheritance information acquisition status” button is clicked on the inheritance genealogy information display screen (FIG. 5-1) and the person image data area of ○ Taro, the inheritor, is clicked, the inheritance information ( Displays an input screen (FIG. 5-5) for screen display, printed matter, PDF, and the like. In the inheritance property information input screen, the status of acquisition (determined / estimated) of the entire inheritance property is extracted and displayed on the screen as a list. The status of obtaining (determining / estimating) the entire inherited property displayed in the list at this time may be in time series units, or may be displayed separately for each heir, and at that time, the colors may be color-coded or drawn for each heir. May be displayed separately.
Furthermore, in this embodiment, information obtained / unacquired at the accounting office for the inheritance is shown in a pie chart, but the amount of the inheritance may be represented in a pie chart.

3-5. Procedure Information (Submission Document Collection Status, etc.) Input Flow FIG. 3-D shows the procedure information (collection document collection status, etc.) input flow.
After the “inheritance procedure status button” displayed on the inheritance genealogy information display screen (FIG. 5-1) is pressed, the flow proceeds to this flow when the inherited person is clicked.
Read the registered data from the submitted document data management table (Fig. 4-5) (S3D-1), and display the input screen (Fig. 5-4) for inheritance procedure information (collection status of submitted documents, etc.) on the screen. Further, input (S3D-2) and registration (FIG. 3-D-3) can be performed.
In the flow, input and registration is performed from the screen, but the list displayed on the input screen of inheritance procedure information (collection status of submitted documents, etc.) is printed, filled in further, read with a scanner etc., and submitted document data It may be registered in the management table.

3-6. Modified example (between consultant and accounting office) Processing sequence (FIGS. 6-1, 6-2)
As an example of the processing flow, the example of registration of heir information and the linkage between inherited property and inheritance procedure documents has been described. However, as an alternative, an example of a method for inputting and displaying both between the advisor and the accounting office. Describe.

As a configuration of the modified example, a consultant-accounting office configuration 1 (FIG. 1-D) and a consultant-accounting office configuration 2 (FIG. 1-E) are assumed.

FIG. 6A is a sequence diagram regarding exclusive processing when an attempt is made to input inherited property information, inherited procedure information, etc. between the consultant and the accounting office.
First, when the consultant wants to perform additional processing from the consultant PC 30 to the inherited property information and the inherited procedure information, the application is started and a use permission request for inherited property information, etc. is issued to the server 100 (S6-1). Thus, when the server is permitted to use the data, it becomes possible to access data such as inherited property information (S6-10, S6-11, S6-2).

Access management to data is managed by the use flag of inherited property information etc. in the data management table between the consultant and the accounting office (FIGS. 4-7).
In this example, if access is possible when the consultant PC 30 requests access to inherited property information, etc. (when the inherited property information usage flag is 0), the server 100 sets the inherited property information used flag. Set 1 If access is possible when the accounting office PC 40 requests access to inherited property information, etc. (when the inherited property information use flag is 0), the server 100 sets 2 to the inherited property information use flag. . When the consultant PC or the accounting office PC ends access to the inherited property information and the like, the server 100 sets 0 to the inherited property information and the like use flag.
In this way, when the inheritance information etc. use flag is 0, both the consultant PC 30 and the accounting office PC 40 can receive access permission to the inheritance information etc. of the server 100. The exclusive processing is realized by enabling access to the inheritance property information only when the consultant PC 30 is 1, and when the inheritance property information use flag is 2, only the accounting office PC 40 is accessible.

After that, the screen information and the like are acquired through the exchange between the consultant PC 30 and the server 100 to grasp the status of the inherited property information and the status of the inheritance procedure, and perform input processing as necessary (S6-3, S6-12, S6). 13, S6-4, S6-5).
After the processing is completed, registration processing (S6-6, S6-16, S6-17, S6-18, S6-7) and termination processing (S6-8, S6-19, S6-20, S6-9) are performed. .

On the other hand, if the consultant PC 30 is processing data on the server 100 and the accounting office PC 40 requests the server 100 to access inherited property information, etc. (S6-23, S6-14), the server 100 is currently consulting. Since the administrator PC 30 is accessing the data of the server 100 and the use flag of inheritance property information etc. is set to 1, the notification of access not permitted is sent to the accounting office PC 40 and the process is terminated (S6-). 15, S6-24, S6-25).
After the processing of the consultant PC 30 is completed, the accounting office PC 40 accesses the server 100 again, obtains access permission to the inherited property information and the like from the server 100, and performs information browsing and input processing (S6-). 26, S6-21, S6-22, S6-27).
In this way, exclusion processing of inherited property information and the like is realized, but this is only an example, and exclusion processing may be realized by other methods.
In addition, after releasing the data lock to the consultant PC 30 in the server 100, a notification of access permission may be issued to the accounting office PC 40.

FIG. 6B is a sequence diagram in the case where the property information and the status of the inheritance procedure are mutually exchanged while mutually exchanging between the consultant and the accounting office (consultation reception side).
By issuing a notice of access permission between the consultant PC 30 and the accounting firm PC 40, consultation consultation (S6-2-1) to consultation permission (S6-2) on inheritance procedures and collection of inherited property information on each other's PC -2) After conducting a consultation contract (S6-2-3), hearing (S6-2-4), initial setting of the inheritance procedure of the consultant, and hearing result report (S6-2) -5) After establishing a method for exchanging information between the consultant and the person in charge of the accounting office by receiving the hearing result report (S6-2-6), information input and receipt or notification by both parties (S6-2-7) , S6-2-8) While collecting inherited property information or exchanging the status of inherited procedures, the inheritance tax return (S6-2-9) is completed after the completion of the inheritance procedure (S6-2-9) or the acquisition of inherited property information (S6-2-10). S6-2-11) Inheritance tax return A series of processes from completion notification (report submission) (S6-2-12) to receipt of inheritance tax return completion notification (S6-2-13) may be operated in cooperation with each other (FIG. 6). 2).
Further, in the example, the accounting office performs the inheritance tax reporting process, but the consultant may file the declaration as well as the blue tax declaration.
At this time, it is possible to register the process management flag in the data management table between the consultant and the accounting office (FIGS. 4-7) to indicate how far the exchange has progressed between the consultant and the accounting office staff. It may be.
However, this processing sequence is merely an example, and other processing may be included, or a completely different management method may be taken.
In this case, for example, it is possible to advise the advisor from the accounting office on points of caution based on the information on the current inherited property.

In order to grasp the inheritance, it is necessary to grasp the information of the deceased, but the deceased may have already died, and it is possible that not all the information has been grasped. For example, if you do not know that the deceased is a joint guarantor and there is a debt, the creditor may claim after the inheritance. You may add a function to hear information about private relationships and notify the consultant.

4). Table 4-1. Inheritance Consultant Information Management Table FIG. 4A is an inheritance consultant information management table.
The inheritance consultant information management table is a table for associating the consultant ID, the heir ID, and the heir ID. When a separate advisor contract is concluded with the accounting office, the customer ID is also set. The
Also, although the presence / absence of a will is set as an item, 1 is set if the deceased has left the will.

4-2. Inheritance Configuration Information Management Table FIG. 4-2 is an heir configuration information management table.
The heir composition information management table is a table for associating the heir ID and each heir ID of the legal heir. If there is a blood relative, the parent ID, child ID, husband / wife ID can be determined, so that the relationship with the deceased can be grasped and used when creating the family tree.
However, if there is a will even if there is no blood relative, it may be subject to inheritance. In this case, all values of the parent ID, child ID, husband / wife ID are not set, so automatic Cannot be incorporated into a family tree. In that case, a family tree is generated manually.

4-3. Inheritance Correlation Diagram Information Management Table FIG. 4-3 is an inheritance correlation diagram information management table.
This is a table that is referred to and registered in the inheritance family tree generation process (S3A-5) and the inheritance family tree adjustment process (S3A-6), and the position coordinate information with the person image data of the heir after generation of the family tree (X, Y), the template information of the line connecting the heir and the corresponding heir and the registration destination information of the template image are registered.

4-4. Inheritance correlation diagram creation rule management table FIG. 4-4 is an inheritance correlation diagram creation rule management table.
This is a table that is referenced and registered in the inheritance family tree generation process (S3A-5) and the inheritance family tree adjustment process (S3A-6), and how the person image is displayed on the display screen during the automatic generation of the family tree. Rules are set for placing data. The lower the number, the higher the priority.
In the inheritance correlation diagram creation rule management table, several types of rules are registered by default. In this example, three examples are registered. However, any number of rules may be added, and added or deleted in the middle. You can also.

4-5. Submitted Document Data Management Table FIG. 4-5 is a submitted document data management table.
In this table, inheritance procedure information is managed, and each heir ID and successor ID, property ID, procedure ID, document ID, document submission destination ID, document acquisition destination ID, etc. are associated with each other. It has a management flag for the status of obtaining documents and the status of procedures, and manages all inheritance procedures.
In addition, since document submission destination IDs and document acquisition destination IDs and their location information are also managed, it is possible to guide where each heir obtains materials and where to submit the materials.

4-6. Inheritance Property Information Data Table FIG. 4-6 is an inheritance property information data table.
This table is for managing inherited property information. Inheritance IDs, inherited IDs, property IDs, amount information of inherited properties are linked to each other, and the status of property information confirmation and property sharing / individual I manage.
The procedure ID, document ID, document submission destination ID, document acquisition destination ID, and the like are associated with each other, and the management status of each document acquisition status and procedure status is managed, and the entire inheritance procedure is managed.

4-7. Consultant-Accounting Office Data Management Table FIG. 4-7 is a consultant-accounting office data management table.
This table manages the coordinating process between the consultant and the accounting office, links the consultant ID and the accounting office charge ID, and manages the flag for grasping the progress status of the inheritance process. .
This table makes it possible to grasp the level of consultation between the consultant and the accounting firm.
Further, a report or a report management flag may be provided in this management table so that it is possible to manage what service is provided to the consultant.

4-8. Inheritance-inheritance procedure linkage management table FIG. 4-8 is an inheritance-inheritance procedure linkage management table. In this table, an inheritance property and an inheritance procedure are associated with each other, and an asset ID and a procedure ID and shared / individual association are managed.

4-9. Inheritance Procedure Management Table FIG. 4-9 is an inheritance procedure management table.
This table associates the inheritance procedure with the property of the submitted document, and manages the association of the procedure ID and a plurality of document IDs.

5). Display screen 5-1. Inheritance Family Tree Information Display Screen FIG. 5A is an inheritance family tree information display screen.
On the display screen generated by the inheritance family tree generation process (S3A-5) and the inheritance family tree adjustment process (S3A-6), the line connecting the person image data and each person image data, the inheritance procedure status, the inheritance property information acquisition status , And an end switching button.

5-2. Inheritance procedure status display screen (Fig. 5-2A, Fig. 5-2B)
FIG. 5-2A and FIG. 5-2B are inheritance procedure status display screens. It includes a list display of information on the deceased, information on the status of inheritance procedures, information on collection of individual documents, and buttons for “display all procedures”, “display finalized procedures”, and “display undefined procedures”. The list display portion is a scroll type in the example, but may be a wizard type or a page switching type.
FIG. 5-2A is a display example of a confirmation procedure, and FIG. 5-2B is an unconfirmed display example, illustrating the difference in display. In the example, the unconfirmed procedure is colored and the confirmed procedure is not colored, but conversely, the confirmed procedure may be colored and the unconfirmed procedure may not be colored.

5-3. Inheritance Property Information Input Display Screen FIG. 5-3 is an inheritance property information input display screen.
Inheritance property is displayed as a list, and in the example, property items are displayed separately, but may be displayed without being divided.
On the screen, the buttons “Display all inherited assets”, “Display defined inherited assets”, and “Display estimated inherited assets” are arranged to indicate how far the inherited property information is collected from the heir. Easy to grasp.

5-4. Inheritance Procedure Information Input Display Screen FIG. 5-4 is an inheritance procedure information input screen.
In principle, once the inheritance is determined, the inheritance procedure is determined, but it is possible that different procedures may occur, so it is possible to input manually.
The screen is divided into lists for property, debt, and status, so that it is possible to know whether inheritance procedures have been finalized or not yet confirmed, as well as the necessary documents, number of copies, and availability of individual documents. It has become.
In addition, related experts can be displayed, and it may be possible to cooperate with other experts in the inheritance procedure.

5-5. Inheritance Property Information Input Display Screen FIG. 5-5 is an inheritance property information input display screen, but is an inheritance property information display that is displayed when a heir is selected.
The difference from FIG. 5-2A and FIG. 5-2B is the difference between the display of inheritances only for each heir or the display of all inheritances.

  In this way, what inheritance procedures and documents are required in the process of consulting inheritance by the inheritance information management apparatus, inheritance information management system, inheritance information management program, and inheritance information management method according to the present invention. You can only manage whether there is an inheritance.

  In addition to the use for the purpose of declaring the inheritance tax itself, it can also be used for the purpose of managing property, for example, for property management as preparation for income tax return processing.

  10 Client PC

Claims (15)

A device for accepting input of inheritance property and heir information and supporting the inheritance tax filing procedure for each heir,
As the information on the inheritance property, and inheritance property information input receiving means for receiving an input of type gold amount of heritage,
For each inherited property, a procedure information input acceptance means for accepting input of the procedure status including the collection status of the submission documents required for the inheritance tax return,
Heir information input receiving means for receiving input of heir information including the name and attribute of the heir as information on the heir;
With
In the inheritance property information input receiving means,
For each inherited property, there is provided an approximate / confirmed distinction input receiving means for distinguishing whether the amount of the property is approximate / confirmed,
For each inherited property, there is a procedure management means (submission document data management table) such as submission documents that manages the submission documents and information necessary for filing an inheritance tax,
For each inheritance, accept the status of collection of submission documents required for the declaration of inheritance tax and / or the status of procedures including consultation with the necessary specialists, and the procedure management means for the submission documents (submission document data management table) It has a procedure status acceptance means for submitting documents, etc.
For each heir, based on information on which inheritance is to be distributed, the heir information of each heir and the inheritance distributed to each heir,
The procedure situation, including the collection status of filings corresponding to the heritage and the heritage that was tied to each heir, and gold amounts of each inherited property with the distinction of whether / confirm is approximate, inheritance An inheritance information management device comprising inheritance property procedure status output means enumerated for each person. The inheritance information management device according to claim 1, further comprising:
An inheritance family tree generation output means for generating and outputting an inheritance family tree based on the information of the heir received by the heir information input reception means;
Inheritance pedigree generation / output means comprises outputting (displaying, electronic file, printing) the inheritance property and procedure status associated with each heir for each heir,
Regarding the risk of excess and deficiency of information on the status of procedures for inherited property information, including notes and information on liabilities,
It is characterized by being able to notify, contact, advise, and instruct consultants at any time.
Inheritance information management device. A device according to any one of claims 1 or 2,
Generate an inheritance family tree based on the heir information received by the heir information input receiving means
In the screen display in the output inheritance genealogy generation output means,
A selection receiving means for receiving a selection instruction for a predetermined area in the screen;
A display means for enumerating the inheritance property associated with the corresponding heir when the area indicating the heir is selected in the inheritance household diagram, and the status of the inheritance procedure associated with the inheritance;
Characterized by comprising,
Inheritance information management device. The device according to any one of claims 1 to 3,
Generate an inheritance family tree based on the heir information received by the heir information input receiving means
In the screen display in the output inheritance genealogy generation output means,
A selection receiving means for receiving a selection instruction for a predetermined area in the screen;
The selection accepting means extracts each inherited property associated with the corresponding heir when the area indicating the specific heir is selected, and
Based on the rough / final distinction information received by the rough / final distinction input receiving means,
Calculate the estimated / determined amount for each inherited property that the heir inherits,
An approximate / determined ratio calculating means for calculating an approximate / determined ratio for the total amount of assets inherited by the heir,
An approximate / confirmed ratio display means for displaying the calculated approximate / confirmed ratio;
Characterized by comprising,
Inheritance information management device. A system for accepting input of information on inheritance and heir and supporting the inheritance tax filing procedure for each heir,
As information about inheritance,
And heritage information input receiving means for receiving an input of type gold amount of heritage,
For each inherited property, a procedure information input acceptance means for accepting input of the procedure status including the collection status of the submission documents required for the inheritance tax return,
As information about heirs,
Heir information input receiving means for receiving input of heir information including the name and attribute of the heir;
With
In the inheritance property information input receiving means,
For each inherited property, there is provided an approximate / confirmed distinction input receiving means for distinguishing whether the amount of the property is approximate / confirmed,
For each inherited property, there is a procedure management means (submission document data management table) such as submission documents that manages the submission documents and information necessary for filing an inheritance tax,
For each inheritance, accept the status of collection of submission documents required for the declaration of inheritance tax and / or the status of procedures including consultation with the necessary specialists, and the procedure management means for the submission documents (submission document data management table) It has a procedure status acceptance means for submitting documents, etc.
For each heir, based on information on which inheritance is to be distributed, the heir information of each heir and the inheritance distributed to each heir,
The procedure situation, including the collection status of the filings that corresponds to the heritage and the heritage that was tied to each heir, and gold amounts of each heritage is accompanied by a distinction of whether / confirm is approximate, inheritance Inheritance property procedure status output means listed for each person,
Inheritance information management system. The inheritance information management system according to claim 5, further comprising:
An inheritance family tree generation output means for generating and outputting an inheritance family tree based on the information of the heir received by the heir information input reception means;
Inheritance pedigree generation / output means comprises outputting (displaying, electronic file, printing) the inheritance property and procedure status associated with each heir for each heir,
Regarding the risk of excess and deficiency of information on the status of procedures for inherited property information, including notes and information on liabilities, etc.
It is characterized by being able to notify, contact, advise, and instruct consultants at any time.
Inheritance information management system. A system according to any one of claims 5 or 6,
Generate an inheritance family tree based on the heir information received by the heir information input receiving means
In the screen display in the output inheritance genealogy generation output means,
A selection receiving means for receiving a selection instruction for a predetermined area in the screen;
A display means for enumerating the inheritance property associated with the corresponding heir when the area indicating the heir is selected in the inheritance household diagram, and the status of the inheritance procedure associated with the inheritance;
Characterized by comprising,
Inheritance information management system. It is a system as described in any one of Claims 5-7, Comprising:
Generate an inheritance family tree based on the heir information received by the heir information input receiving means
In the screen display in the output inheritance genealogy generation output means,
A selection receiving means for receiving a selection instruction for a predetermined area in the screen;
The selection accepting means extracts each inherited property associated with the corresponding heir when the area indicating the specific heir is selected, and
Based on the rough / final distinction information received by the rough / final distinction input receiving means,
Calculate the estimated / determined amount for each inherited property that the heir inherits,
An approximate / determined ratio calculating means for calculating an approximate / determined ratio for the total amount of assets inherited by the heir,
An approximate / confirmed ratio display means for displaying the calculated approximate / confirmed ratio;
Characterized by comprising,
Inheritance information management system. It is a system as described in any one of Claims 5-8, Comprising:
In the terminal and server between the two connected to each other via the network,
The property is characterized in that property information can be entered at the counselor's terminal, and information can be shared, notified, and reported to the counseling terminal, so that proper and efficient inheritance property information can be collected and managed.
Inheritance information management system. A method for accepting input of inheritance property and heir information and supporting an inheritance tax filing procedure for each heir,
As information about inheritance,
And heritage information input accepting step of accepting the input of the type and the gold amount of heritage,
For each inherited property, a procedure information input acceptance step for submission documents that accepts the input of the procedure status including the collection status of the submission documents required for the inheritance tax return,
Heir information input receiving step for receiving input of heir information including the name and attribute of the heir as information on the heir;
In the inheritance property information input reception step,
For each inherited property, there is an approximate / confirmed distinction input receiving step for distinguishing whether the amount of the property is approximate / confirmed,
For each inherited property, including the document management procedure (submission document data management table) such as the document to be submitted, which manages information on the documents and procedures required for filing an inheritance tax,
For each inherited property, accept the status of collection of submission documents required for the declaration of inheritance tax and / or the status of procedures including consultation with the necessary specialists, and the procedure management procedure for the submission documents (submission document data management table) Including the registration of submission status of submitted documents, etc.
For each heir, based on information on which inheritance is to be distributed, the heir information of each heir and the inheritance distributed to each heir,
The procedure situation, including the collection status of filings corresponding to the heritage and the heritage that was tied to each heir, and gold amounts of each inherited property with the distinction of whether / confirm is approximate, inheritance Including an inheritance procedure status output step enumerated for each person,
Inheritance information management method. The inheritance information management method according to claim 10, further comprising:
An inheritance family tree generation output step for generating and outputting an inheritance family tree based on the information of the heir received in the heir information input reception step;
Inheritance genealogy generation output step includes outputting (displaying, electronic file, printing) the inheritance property and procedure status associated with each heir for each heir,
Regarding the risk of excess and deficiency of information on the status of procedures for inherited property information, including notes and information on liabilities,
It is characterized by being able to notify, contact, advise, and instruct consultants at any time.
Inheritance information management method. 12. A method according to any one of claims 10 or 11,
Generate an inheritance family tree based on the heir information received in the heir information input receiving step
In the screen display in the inheritance family tree generation output step to output
Including a selection receiving step for receiving a selection instruction for a predetermined area in the screen;
A display step for enumerating inheritances associated with the corresponding heir when the area indicating the heir is selected in the inheritance household diagram, and the status of the inheritance procedure associated with the inheritance;
Including,
Inheritance information management method. A method according to any one of claims 10 to 12, comprising
Generate an inheritance family tree based on the heir information received in the heir information input receiving step
In the screen display in the inheritance family tree generation output step to output
Including a selection receiving step for receiving a selection instruction for a predetermined area in the screen;
The selection reception step extracts each inherited property associated with the corresponding heir when an area indicating a specific heir is selected, and the rough / final distinction information received in the rough / final distinction input reception step. On the basis of the,
Calculate the estimated / determined amount for each inherited property that the heir inherits,
Including an approximate / determined ratio calculating step for calculating an approximate / determined ratio for the total amount of assets inherited by the heir;
An approximate / confirmed ratio display step for displaying the calculated approximate / confirmed ratio;
Including,
Inheritance information management method. A method according to any one of claims 10 to 13, comprising
In the terminal and server between the two connected to each other via the network,
The property is characterized in that property information can be entered at the counselor's terminal, and information can be shared, notified, and reported to the counseling terminal, so that proper and efficient inheritance property information can be collected and managed.
Inheritance information management method. A program for causing a computer to function as the inheritance information management device according to claim 1.