INHERITED PROPERTY COMPARISON SYSTEM

To provide an inherited property comparison system that can suggest a desirable inheritance plan for a customer (tax payer) if an insurance agency or a person in charge does not have full knowledge of the mechanism of inheritance taxes.SOLUTION: An inherited property comparison system 1 includes: an...

Ausführliche Beschreibung

Gespeichert in:
Bibliographische Detailangaben
1. Verfasser: NAGAMINE TSUNEO
Format: Patent
Sprache:eng ; jpn
Schlagworte:
Online-Zugang:Volltext bestellen
Tags: Tag hinzufügen
Keine Tags, Fügen Sie den ersten Tag hinzu!
Beschreibung
Zusammenfassung:To provide an inherited property comparison system that can suggest a desirable inheritance plan for a customer (tax payer) if an insurance agency or a person in charge does not have full knowledge of the mechanism of inheritance taxes.SOLUTION: An inherited property comparison system 1 includes: an at-hand property value recognition value 2; the total property value calculation unit 3; an insurance money calculation unit 4; an insurance fee calculation unit 5; a taxable property total value recognition unit 6; an exemption amount calculation unit 7; a tax amount calculation unit 8; an inheritance tax calculation unit 9; a donation tax calculation unit 10; an unpaid insurance fee calculation unit 11; a post-tax payment property calculation unit 12; an insurance money/cancellation money calculation unit 13; a post-tax payment property calculation unit 14; a total balance amount calculation unit 15; a display unit 16; an operation unit 17; a tax payment calculation unit for calculating the amount of taxes of all the inheritors; a post-tax payment calculation unit for calculating the property of all the inheritors after tax payment; and a function for displaying the difference between the inheritance tax and the actual property after tax payment when measures have been taken for inheritance of all the inheritors.SELECTED DRAWING: Figure 1 【課題】保険代理店や営業マンが相続税の仕組みを詳しく理解していなくても顧客(納税者)にとって好適な相続対策プランが提案できる「相続財産比較システム」を提供する。【解決手段】相続財産比較システム1は、手元財産額認識部2と、財産総額算出部3と、保険金算出部4と、保険料算出部5と、課税財産総額認識部6と、基礎控除額算出部7と、課税価格算出部8と、相続税算出部9と、贈与税算出部10と、未払保険料算出部11と、納税後財産算出部12と、保険金または解約金算出部13と、納税後財産総額算出部14と、総計差額算出部15と、表示部16と、演算部17と、を備える。さらに、相続人全員の納税額を算出する納税額算出部と、相続人全員の納税後の財産を算出する納税後財産算出部と、相続人全員の相続対策を行わない場合と相続対策を行なった場合の相続税と相続税を納めた後の実質手取り財産の差を算出して表示する機能を備える。【選択図】図1