Inforama Web Form Samples
• New Jersey Inheritance Tax
Attorneys are using Inforama to streamline the collection of estate information for the purpose of calculating inheritance tax. Documents are generated automatically and errors associated with manual entry are reduced.

This is the Inheritance Tax Form that was created in the Inforama Web Form designer. Attorneys and their assistants use it to record estate information when calculating inheritance tax.

Repeat Panels

This Web Form makes use of repeat panels throughout in order to capture beneficiaries and estate asset information. Navigate to the Beneficiaries page to see an example of this in action. Click on the first plus icon to add a new beneficiary and continue to add any number of beneficiaries. Navigate between the different pages and you will see how the information is stored.

Component Control

There are a number of pages in this Web Form that behave according to logic. For example go to the Transfer of Property page and add a new transfer in the first repeat panel. Now select a transfer type from the list and different components will appear below depending on the selection. You can also check the This is a trust transfer check box in order to show additional inputs.

Use of Pre-Defined Lists

Lists are used in a number of components in this web form. For example, wherever a state is recorded the dropdown is populated from a list of states.

When you add a beneficiary, you select the relationship of the beneficiary to the decedant. Click the magnifying glass icon on this input and select a relationship type from the list. The selected beneficiary will inserted into the input and the beneficiary class will be entered into the next input. When calculating inheritance tax the class is used to calculate the rate of inheritance tax that should be used.

Component Events

Try clicking the 'show more' link next to the 'Referrer Details' textbox to see how page components can be hidden and displayed. Now try selecting the 'Risk Address' checkbox to see another example of how components can be hidden and displayed.

Scripting

Scripting can be built into form, page and component events where more complex control is needed. Try going to the Personal Representative page and enter details for a new Executor, Personal Representative or Counsel. As details are entered the dropdown at the bottom of the page is automatically populated with those details.