The following list provides merge code fields for the schedule information in Trustee Suite. Use these codes to edit the 341(a) Prep report or to create your own version.
|
Field # |
Field Description | Trustee Suite/Schedule Line |
|
1 |
Debtor 1 Name | Case Information |
|
2 |
Debtor 1 Address 1 | Case Information |
|
3 |
Debtor 1 Address 2 | Case Information |
|
4 |
Debtor 1 Address 3 (City, State Zip) | Case Information |
|
5 |
Debtor 2 Name | Case Information |
|
6 |
Debtor 1 SSN | Case Information |
|
7 |
Debtor 2 SSN | Case Information |
|
8 |
Petition Date | Case Information |
|
9 |
Tape Location | Case Information |
|
10 |
Case Number | Case Information |
|
11 |
Schedule | Schedule A through D or Empty |
|
12 |
Property Type ID | Schedule B Type of Property |
|
13 |
Sort Last | System Use |
|
14 |
Asset Number | Asset Import |
|
15 |
Asset Description | Asset Import – Trustee Suite Description |
341(a) Prep Merge Codes (continued) |
|
Field # |
Field Description | Trustee Suite/Schedule Line |
|
16 |
Asset Memo | Asset Import |
|
17 |
Asset Amount | Asset Import – Schedule A and B Current Value |
|
18 |
Asset Petition Unknown | Asset Import |
|
19 |
Sequence Number | System Use |
|
20 |
Asset Description | Asset Import – Schedule A and B Property Description |
|
21 |
Asset Nature Interest | Asset Import |
|
22 |
Asset Owner Type | Asset Import – H, W, J or C |
|
23 |
Asset Lien Amount | Asset Import |
|
24 |
Schedule C Column 1 /
Schedule D Column 1 |
Schedule C Description of Property,
Schedule D Creditors Name and Address |
|
25 |
Schedule C Column 2 /
Schedule D Column 4 |
Schedule C Specify Law Providing Each Exemption
Schedule D Date Claim was Incurred, Nature of Lien, and Description |
|
26 |
Schedule C Amount Column 3 | Schedule C Value of Claimed Exemption |
|
27 |
Schedule C Amount Column 4 | Schedule C Current Value of Property without Deducting Exemption |
|
28 |
Schedule D Amount Column 8 | Schedule D Amount of Claim without Deducting Value of Collateral |
|
29 |
Schedule D Amount Column 9 | Schedule D Unsecured Portion if Any |
|
30 |
Signatures | Form B1 page 3 |
|
31 |
Household Size | Means Test Line 14b |
|
32 |
Taxes | Means Test Line 24 |
|
33 |
Payroll Deduction | Means Test Line 25 |
|
34 |
Life Insurance | Means Test Line 26 |
|
35 |
Court Order Payment | Means Test Line 27 |
|
36 |
Education | Means Test Line 28 |
|
37 |
Childcare | Means Test Line 29 |
|
38 |
Health Care | Means Test Line 30 |
|
39 |
Telecommunication | Means Test Line 31 |
|
40 |
Insurance Savings | Means Test Line 33 |
|
41 |
Contributions to the care of household or family | Means Test Line 34 |
|
42 |
Protection against Violence | Means Test Line 35 |
|
43 |
Excess Energy | Means Test Line 36 |
|
44 |
Education for Dependent Child | Means Test Line 37 |
|
45 |
Additional Food | Means Test Line 38 |
|
46 |
Charitable Contributions | Means Test Line 39 |
|
47 |
Income Current Year | Statement of Financial Affairs Line 1 |
|
48 |
Income Last Year | Statement of Financial Affairs Line 1 |
341(a) Prep Merge Codes (continued) |
|
Field # |
Field Description | Trustee Suite/Schedule Line |
|
49 |
Income Year Before | Statement of Financial Affairs Line 1 |
|
50 |
Other Income Current Year | Statement of Financial Affairs Line 2 |
|
51 |
Other Income Last Year | Statement of Financial Affairs Line 2 |
|
52 |
Other Income Year Before | Statement of Financial Affairs Line 2 |
|
53 |
Payments to Creditors | Statement of Financial Affairs Line 3a |
|
54 |
Payments to Creditors | Statement of Financial Affairs Line 3b |
|
55 |
Payments to Creditors | Statement of Financial Affairs Line 3c |
|
56 |
Suits & Admin Proceeding | Statement of Financial Affairs Line 4a |
|
57 |
Suits & Admin Proceeding | Statement of Financial Affairs Line 4b |
|
58 |
Repossession | Statement of Financial Affairs Line 5 |
|
59 |
Assignments and Receivership | Statement of Financial Affairs Line 6a |
|
60 |
Assignments and Receivership | Statement of Financial Affairs Line 6b |
|
61 |
Gifts | Statement of Financial Affairs Line 7 |
|
62 |
Losses | Statement of Financial Affairs Line 8 |
|
63 |
Debt Consolidation | Statement of Financial Affairs Line 9 |
|
64 |
Safe Deposit Boxes | Statement of Financial Affairs Line 12 |
|
65 |
Setoffs | Statement of Financial Affairs Line 13 |
|
66 |
Property held for another person | Statement of Financial Affairs Line 14 |
|
67 |
Nature, Location & Name of Business | Statement of Financial Affairs Line 18a |
|
68 |
Nature, Location & Name of Business | Statement of Financial Affairs Line 18b |
|
69 |
Books, Records & Financial Statements | Statement of Financial Affairs Line 19a |
|
70 |
Books, Records & Financial Statements | Statement of Financial Affairs Line 19b |
|
71 |
Books, Records & Financial Statements | Statement of Financial Affairs Line 19c |
|
72 |
Books, Records & Financial Statements | Statement of Financial Affairs Line 19d |
|
73 |
Inventories | Statement of Financial Affairs Line 20a |
|
74 |
Inventories | Statement of Financial Affairs Line 20b |
|
75 |
Current Partners | Statement of Financial Affairs Line 21a |
|
76 |
Current Partners | Statement of Financial Affairs Line 21b |
341(a) Prep Merge Codes (continued) |
|
Field # |
Field Description | Trustee Suite/Schedule Line |
|
77 |
Former Partners | Statement of Financial Affairs Line 22a |
|
78 |
Former Partners | Statement of Financial Affairs Line 22b |
|
79 |
Withdrawal from a partnership | Statement of Financial Affairs Line 23 |
|
80 |
Tax Consolidation Group | Statement of Financial Affairs Line 24 |
|
81 |
Pension Funds | Statement of Financial Affairs Line 25 |
|
82 |
DSO | Schedule E Domestic Support Obligation Check Box |
|
83 |
No Executor | Schedule G No Executor Check Box |
|
84 |
Executory Contract Name | Schedule G Name and Mailing Address |
|
85 |
Executory Contract Description | Schedule G Description of Contract |
|
86 |
Marital Status | Schedule I Debtor’s Marital Status |
|
87 |
Dependents (Relationship) | Schedule I Relationship |
|
88 |
Total Income Debtor | Schedule I Line 3 Debtor |
|
89 |
Total Income Co-Debtor | Schedule I Line 3 Spouse |
|
90 |
Payroll Deduction Debtor | Schedule I Line 5 Debtor |
|
91 |
Payroll Deduction Co-Debtor | Schedule I Line 5 Spouse |
|
92 |
Monthly Take Home Debtor | Schedule I Line 6 Debtor |
|
93 |
Monthly Take Home Co-Debtor | Schedule I Line 6 Spouse |
|
94 |
Subtotal Line 7-13 Debtor | Schedule I Line 14 Debtor |
|
95 |
Subtotal Line 7-13 Co-Debtor | Schedule I Line 14 Spouse |
|
96 |
Total Monthly Income Debtor | Schedule I Line 15 Debtor |
|
97 |
Total Monthly Income Co-Debtor | Schedule I Line 15 Spouse |
|
98 |
Total Monthly Expenses | Schedule J Line 18 |
|
99 |
Monthly Net Income | Schedule J Line 20c |
|
100 |
Sum Unsecured Priority Claims | Summary of Schedules Line E Liabilities Column |
|
101 |
Sum Unsecured Non-priority Claims | Summary of Schedules Line F Liabilities Column |