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Probate Plus v3 newsfeed. 03-July-2007 Revised edition of PDF form support pack available for download. 20-Oct-2006 Revised edition of PDF form support pack available for download. Reason for issue : support for revised IHT200 form and new IHT215_3 practitioners guide. 11-Sept-2006 Revised edition of PDF form support pack available for download. Reason for issue : support for new IHT205 form. 12-Jun-2006 Revised edition of PDF form support pack available for download. Reason for issue : minor amendment to IHT205 support, expanded IHT30 support, added IHT215 to common forms folder. 28-Feb-2006 Revised edition of PDF form support pack available for download. Reason for issue : minor amendment to foreign property schedule. 21-Dec-2005 Revised edition of PDF form support pack available for download. Reason for issue : support for new IHT200, IHT205 and IHT207 forms, and includes popular forms in the pack to make sure your form library is easy to keep up to date. 02-Dec-2005 The Capital Taxes Office have released revised editions of the IHT forms. We're currently working on adding support for IHT205 and IHT207 forms. However, at present the new IHT200 has an issue where the "J" section does not automatically enter the tax calculations. The CTO are aware of the problem and advise using the old IHT200 as a work around (thresholds and rates are the same as the new IHT200). 04-Oct-2005 Revised edition of PDF form support pack available for download. Reason for issue : now includes popular forms in the pack to make sure your form library is easy to keep up to date. 20-Sep-2005 Revised edition of PDF form support pack available for download. Supports latest IHT200, IHT205, IHT207, IHT35, IHT38 forms. Reason for issue : new IHT200 form available. 02-Sep-2005 IHT200 printing assistant released. Find out more. 15-Jun-05 Revised edition of PDF form support pack available for download. Supports latest IHT200, IHT205, IHT207, IHT35, IHT38 forms. Reason for issue : new IHT205 form available. 26-Apr-05 Revised edition of PDF form support pack available for download. Supports latest IHT200, IHT205, IHT207, IHT35, IHT38 forms. Support for the new IHT200 form (11-04-2005 edition) and improved support for Joint Property (D4) section. Joint property assets need their asset "sub category" set to either of the following new categories... IHT Joint property (Joint Tenants) IHT Joint property (Tenants in Common) Additionally, the "with instalment option" (yes/no) needs to be set on the "Extra Information" page when adding/editing assets. This will ensure values are passed to the correct D4. 06-Apr-05 New tax year - update to the letter and document pack now available. See the downloads section for details. 25-Feb-05 Update to the letter and document pack now available. See the downloads section for details. 18-Feb-05 Sale ends today! Call the helpdesk on 020 7393 7266 to order at the reduced rate. 11-Feb-05 New edition of letter and document pack now available that supports the popular DL window envelope. See the downloads section for details. Sale now on. 15% off pay-as-you-go units until 18th Feb. Call UK helpdesk to order on 020 7393 7266. 12-Jan-05 Revised edition of PDF form support pack available for download. Supports latest IHT200, IHT205, IHT207, IHT35, IHT38 forms. Corrects date field error in IHT200 form support file. 10-Jan-05 Support database now searchable - enter a word or phrase and see the resulting articles. Go to the support database. New edition of PDF form support pack available for download. Supports latest IHT200, IHT205, IHT207, IHT35, IHT38 forms. Improved support for supplemental "D" sections of the integrated account edition of the IHT200. (Added D9, D15, D20, D21) With the requirement to return a IHT205 or IHT200 for just about every estate it makes more sense than ever to use Probate Plus v3 for all your probate matters. 31-Oct-04 New edition of PDF form support pack available for download. Supports latest IHT200, IHT205, IHT207, IHT35, IHT38 forms. With effect from 1 November where the estate qualifies as an excepted estate, all applications for a grant of representation must be accompanied by a return of estate information on form IHT205 (or IHT207 for those domiciled abroad). The forms are available for download at http://www.inlandrevenue.gov.uk/cto/formsee.htm for users of Adobe Acrobat (full versions, not Acrobat Reader). This latest PDF form support pack is for the "fill in on screen" editons of the forms (IHT205n_2.pdf and IHT207_2.pdf) be sure to save a copy of the form to your PC and open it from there before trying to fill it with Probate Plus v3. 11-Sep-04 New edition of PDF form support pack available for download. Supports latest IHT200, IHT35, IHT38 forms. 31-Aug-04 Summer sale ends today! Call the helpdesk on 020 7393 7266 to order at the reduced rate. Probate Plus v3 support database new items added. 24-Aug-04 Summer sale ends 31st August! 15% off pay-as-you-go units, contact the UK helpdesk on 020 7393 7266 to order. New edition of PDF form support pack available for download. Supports latest IHT200, IHT35, IHT38 forms. 15-Jul-04 HOT! Summer sale now on! 15% off pay-as-you-go units, contact the UK helpdesk on 020 7393 7266 to order. New support database now available for Probate Plus v3. New Probate Plus CD to ship to all users mid July onwards...more soon... 28-Apr-04 New edition of the PDF form filling pack now available. (Requires v3.5.7.582 or higher of Probate Plus). Supports latest (15-Apr-2004) IHT200 form. See downloads section for details. 07-Apr-04 New letter and document pack for Probate Plus v3 now available. The document pack contains over 180 commonly used documents for use during probate administration. 17-Mar-04 1. New edition of the PDF form filling pack now available. (Requires v3.5.7.582 or higher of Probate Plus). 2. Probate Plus v3 update available. New version is now v3.5.7.582. To obtain the update, use the "Internet..Check for product updates" menu in Probate Plus. IMPORTANT : If you purchased the optional client-server add-on for Probate Plus (the Advantage Database Server) please ensure you have at least version 6.2 of the server. v3.5.7.582 of Probate Plus will not operate with ADS prior to v6.2. What's new in this release of Probate Plus? Fixes... :: IncomeByTaxYearThenType menu wording was wrong. Now set to "Income by tax year then income type". :: If user does not have read/write rights to "C:\" then v3.5.7.557 fails on exit when attempting to write to SQLLog.txt. Turned off SQLDebug code. :: Posting "child" details now sends full description correctly. :: When repeat-adding assets the categories were not remembered although present in dialog on new asset? :: Addressee dialog was kept open after adding a asset-addressee link in the list of assets. Reports... :: IncomeByTaxYearThen Rate/Type now include income debit postings as well. Reports modified to show totals for these postings. :: NEW : (FAS) Ability to run an asset report for specific asset categories and sub-categories. HASP... :: Application termination on discovery of non-initialised pre-programmed HASP key. DB Schema... :: Title field in deceased can't cope with "Major-General" etc. Field size for title was increased. Word add-in... :: Revised MS-Word add-in to offer better performance and stability Misc... :: Verisign digital signature of PPv3. Links... :: Posting "child" details name of link changed to "detail" (now Mater/Detail rather than Master/Child). NEW - COM... :: ComServer new command : BringToFront. NEW - UI... :: MS-Word text link builder user interface improved. :: New layout for Estate Summary. :: New entry in Estate Summary showing Accrued Income total. :: Asset browser title displays the currently selected view. :: "View" menu for easy access to areas of the current open file. :: "Today" page shows assets set to "income only" but having a base value as a new warning. :: "Today" page, drill-down possible to fix / investigate messages further. :: "Today" page, drill-down for beneficiary related messages implemented. :: "Today" page, drill-down for IHT payment record implemented. :: "Today" page, drill-down for executors implemented. :: "Today" page, drill-down for matter dates implemented. :: Asset income dialog box was modified to hide un-necessary sections when accrued income selected as the record type. :: When new asset added, and cash tracking account created, PPv3 asks if you want to realise the asset to the cash tracking account. :: If accrued income is selected, the income dialog adapts to only show relevant information. :: "File..Open matter" dialog includes sortable date column and PECS activation column in list view. NEW - System... :: Option for installer to set a registry key that forces PPv3 to reset the MainForm toolbar. :: New version of database layer components. ADS must be v6.2 or higher. :: PPCurrentMatter function to return accrued income total. :: (FAS) What happens when multi-site (addresses) but single network-wide PPv3. Users can now locally override the "OurFirm" setting with an alternate address book record. NEW - Links... :: Addressee email address. :: Addressee website address. :: Link builder - ability to launch MS-Word and print active document. :: Accrued income text link added. :: (MSJ) Date of grant application. :: (MSJ) Date of grant receipt. :: (FAS) Fee earners initials. (New field - "FeeEarnerInitials"). :: Our firms email address. :: (MSJ) Date of will. (New field - "DateOfWill"). NEW - Assistants... :: PP assistant - add "accrued income report" in "other tasks". :: Jump direct to assistants page from separate Help menu items. :: Add IHT200 and Word (letter pack) assistants. :: PP assistant - added drill down to cash balances. NEW - Word add-in... :: Menu item to link to Law Systems website. :: Menu item to show PPv3 main window. :: Open "letter and documents pack" folder from the Probate Plus menu in Word. NEW - Wizards... :: Asset wizard. Available when adding an asset - add, setup cash a/c, auto-collect asset and setup accrued income. NEW - PDF... :: Ability to list supported PDF forms added to "Forms" menu. (Only looks for available map files, doesn't check for existence of the form). 8-Mar-04 Probate Plus v3 training day winners - Mowbray Woodwards of Bath. Year-end special - 10% off training days until 31st March 2004. 31-Jan-04 New Year Sale ends. 14-Jan-04 New edition of the PDF form support pack is now available for Probate Plus version 3. Includes support for the new (12-Jan-04) IHT200 integrated account from the Capital Taxes Office. 02-Jan-04 New Year Sale now on. 15% off price of units until end of Jan 2004. 31-Aug-03 Summer sale ends. 14-Aug-03 New edition of the form filling "map pack" now available for Probate Plus version 3. Includes support for new IHT200 form containing revised interest rates. 5-Aug-03 Update to Probate Plus v3 available. New version is now 3.5.7.554. To obtain the update, use the "Internet..Check for product updates" menu in Probate Plus. 26-Jun-03 New edition of the form filling "map pack" now available for Probate Plus version 3. Includes improved support for IHT200 form where the estate has no accrued income postings. 17-Jun-03 Probate Plus v3 update available. New version is now v3.5.7.551. To obtain the update, use the "Internet..Check for product updates" menu in Probate Plus. New edition of the form filling "map pack" now available for Probate Plus version 3. 27-May-03 New edition of the form filling "map pack" now available for Probate Plus version 3. New version of the on-line help system for Probate Plus version 3. Update to Probate Plus v3 is available. Use the "Internet..Check for product updates" menu in Probate Plus. 8-Apr-03 PDF form "map pack" has been updated. Support added for the new revision of the IHT200_Comp form. 31-Mar-03 PDF form "map pack" updated. 19-Mar-03 Update to Probate Plus v3 is available (v3.5.7.538). To update your Probate Plus v3 installation, open Probate Plus then click on the "Internet" menu followed by "Check for product updates". The following issues have been addressed : Assets report (change in value reports) where extra lines were visible in the report that should not be seen. Access violation error that could appear in Adobe Acrobat after form filling had been carried out. Better support for revised editions of the IHT200 form from the CTO. PDF form "map pack" update available. The pack is required for Probate Plus to correctly communiacte with various PDF form documents. This edition of the map pack adds support for more variants of the IHT200 form from the CTO. The map pack also requires you use at least v3.5.7.536 of Probate Plus, be sure to check that you have the latest version. 13-Mar-03 Revised letter and document pack for Probate Plus v3 now available. Includes modifications to the standard "auto" oath, now revised for tax years 00/02 and 02/03. See downloads section for Probate Plus v3 for details. 11-Mar-03 Recommended : Update to Probate Plus v3 is available (v3.5.7.536). To update your Probate Plus v3 installation, open Probate Plus then click on the "Internet" menu followed by "Check for product updates". This urgent update addresses the following areas... Bug in standard assets report where transfer and retained value columns were not being shown. 28-Feb-03 Special offer now closed. 25-Feb-03 Update to Probate Plus v3 is available (v3.5.7.534). This update addresses the following areas... Misc : MRU of database connections set to 25, up from 5. UI : (TANNERS) Asset browser - date column for asset transactions so sorting by date is possible (rather than just posting order). Misc : (MSJ) DlgSystemSetup - list management scroll box thumb scrolls correctly. BUG : (MSJ) Matter browser was not synchronising correctly with current open matter. PDF : Set to use ShellExecute to open a PDF document rather than direct via COM (NT4 problems opening PDFs). UI : Asset browser - Asset sub category column can be selected/sorted on etc. When set as a column, subcategory is not added to the Description field for the asset. UI : Asset browser - Right-click to select column customisations. UI : Asset browser - can select alternating row colours in Options..Configure system. PDF : More totalling functions added. PDF system can send totals of asset categories (or sub-categories) to a form field. PDF : PDF map builder - can create a category or sub-category total from list of all categories. Reports : Assets by sub-category (only shows those with a sub-category). Links : Ensure text-links are transmitted when viewing the bill payment browser. UI : Asset browser - New asset list view "Regular assets" = All "normal" assets IE not income only or non-estate. UI : Asset browser - New asset list view "Without sub-category" = All assets with no "sub-category" entry. PDF : PDF link builder can strip unused fields from MAP file to save space. BUG : (MSJ) Notes were not correctly saving to database in some circumstances. 19-Feb-03 Revised help system for Probate Plus v3 now available from downloads section for Probate Plus v3. Fixes occasional bug with corrupt help file contents. 17-Feb-03 Revised document pack available from downloads section for Probate Plus v3. Specific update is to the auto-oath document, the signatory "year" fields now automatically reflect the current year rather than being stuck on 2002. 01-Feb-03 Special offer available until end of Feb-03. 15% off pay-as-you-go units. Please contact UK helpdesk on 020 7393 7266 for details. 16-Dec-02 Update to Probate Plus v3 is available (v3.5.7.515). This update is recommended as it addresses the following areas... BUG : Printing system errors when no local Windows default printer specified. BUG : "Age at death" calculation could be incorrect in some circumstances and provide wrong age to text linking system. Links : Holding/value pair of master asset not being broadcast when addressee link selected. BUG : Printer bin / copies selection not always adhered to when set in printer settings dialog. System : Can right-click to select printer setup in DlgPrintOrder. BUG : "Insufficient free items to..." sometimes triggered when in fact sufficient items are actually available. Reports : Notes report correctly wraps at right margin. UI : New - (MSJ) When opening BrowseMatters, open at current live matter. BUG : (MSJ) When adding connected person in BrowseMatters, if not present in addr book, addressee is not added to connected list after add to addr book but needs to be re-added manually after. BUG : (MSJ) Reports saved in QRP format wrongly deleted after subsequent open by "Open saved QRP report". 9-Dec-02 The Probate Plus v3 distribution CD has been shipping for the past week. If you have not yet had your copy, please contact the helpdesk if it does not arrive within the next 3 days. 7-Nov-02 Probate Plus v3 available online. If you've not recently updated your installation of Probate Plus v3, do so now by opening PPv3 and clicking the menu items "Internet..Check for product updates". Official CD release of Probate Plus v3 scheduled for end of November. 19-Sep-02 Document pack revised. Check PPv3 download area for details. 9-Sep-02 Pre-release information section for Probate Plus v3 added to "products" area of this web site. 3-Sep-02 The summer sale is now closed. Next upcoming event is the release of Probate Plus v3. Keep an eye out in your inbox for notification (if you're a member of the Probate Plus mailing list). 20-Aug-02 8 working days of the summer sale remaining. You can still obtain your units at 15% off RRP if you call 020 7393 7266 (UK). Letter and document pack for Probate Plus v3 available in downloads section. Probate Plus v3 soon to be officially released. 26-Jul-02 Summer sale still on. To order your reduced price units, please call the helpdesk on 020 7393 7266 (UK). 02-Jul-02 Probate Plus v3 Pre-Release available to beta-test sites. 12-Jun-02 News service will be starting soon.