AM.PR/1

Date of Death of Donor or Testator

PROBATE

Data Tag: AM.PR/1

Data Format: MM/DD/YY

Contains the date of death of a donor or testator. Transactions that result in a reduction of assets (for example, SEL and RDM) reference this field to determine whether the system assigns a short- or long-term tax code to the GLR (realized gain or loss) transaction. Included in the ONESOURCE account master file in place of BI/7 (date account opened) for estate type accounts. For more information, see Chapter 5 of the Tax Reference Guide.

AM.PR/2

Type of Trust

PROBATE

Data Tag: AM.PR/2

Choose from Trust Type

Information only.

AM.PR/3

Revocability

PROBATE

Data Tag: AM.PR/3

Choose from Revocability

Information only.

AM.PR/4

Probate Court and Address

PROBATE

Data Tag: AM.PR/4

Data Format: 3 lines/32(A)

Appears on the Summary of Account Schedule of Probates report.

AM.PR/5

Court Docket

PROBATE

Data Tag: AM.PR/5

Data Format: 32(A)

Information only.

AM.PR/6

Probate Division

PROBATE

Data Tag: AM.PR/6

Data Format: 32(A)

Identifies the Probate division. Used within the statement header as a data element reference for the Florida Court Probate Schedule.

AM.PR/7

Inception Date

PROBATE

Data Tag: AM.PR/7

Data Format: MM/DD/YY

Date inventory was reported to the court. Used for the Florida Court Probate Schedule.

AM.PR/8

Inception Amount

PROBATE

Data Tag: AM.PR/8

Data Format: 11(N)/9.2

Initial inventory amount reported to the court. Used for the Florida Court Probate Schedule.

AM.PR/9

Number of Accountings Allowed

PROBATE

Data Tag: AM.PR/9

Data Format: 3(N)

Accepts numbers from 0 to 100. Information only.

AM.PR/10

Last Accounting Allowed Date

PROBATE

Data Tag: AM.PR/10

Data Format: MM/DD/YY

Information only.

AM.PR/11

Last Accounting Prepared Date

PROBATE

Data Tag: AM.PR/11

Data Format: MM/DD/YY

Used by Mass Probate Report (MPR). Updated by responding yes to ROLLOVER LAST ACCOUNTING DATE in MPR. Used by PUR option 1 to determine if account transactions should be purged.

This field is updated to the current system posting date if you respond Yes to the ROLLOVER LAST ACCOUNTING PREPARED DATE prompt and use the current system posting date in the END DATE prompt in function CAA (Court Accounting (With Assets) [Type 22]).

AM.PR/12

Number of Accountings Taken

PROBATE

Data Tag: AM.PR/12

Data Format: 3(N)

Accepts numbers from 0 to 100. MPR face sheet adds 1 to this number and updates if the ROLLOVER prompt is answered yes. Table 17 (ordinal number) permits changing this cardinal number to an ordinal number for printing on MPR.

Protected Information (PI) Group

Account Master and Master Account Master

Protected Information Group

Field

Name/Format

Description