Ed,
I can give you an answer to 1) above -
If you use the freeware FileZ
(
http://www.freewarepalm.com/utilities/filez.shtml) you should be able beam Note Pad over from your older device. This is accessed by drilling down the internal 'tree' to the program, checking it off and clicking Details. You will want to individually beam over Note Pad and Note Pad_enUS.
You'll note I said 'should be able..' above - the only caveat I have on this is that while this worked using my TX, the T3 is slightly older and is using a different OS version. I guessing that Note Pad is compatible across the range, but it may not work on the Treo.
Incidentally, you could, if they're compatible, also beam across Expense (and any other program Palm felt worthy to dump but which you found useful), but note the current Desktops have no support for Note Pad or Expense any more. A hotsync will back them up, you just can't view them anymore on your computer.