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Current Version List

Adoption, Ohio Forms

Amortizer, Mortgage & Loan

Bankruptcy, Official Forms

Business Dissolution Kit, Ohio

Child Support, Revised Ohio Guidelines

Cuyahoga County Probate Forms

Deed & Document Pro, Ohio

Family Law Practitioner's Apprentice, Ohio

Franklin County Probate Forms

Hamilton County Probate Forms

HUD Forms - Settlement Statements

Living Trust & Estate Planner

Loan Amortizer

Minor's Claims & Wrongful Death, Ohio

Office Management, Law

Ohio Business Forms

Ohio Estate Tax

Ohio Fiduciary Tax - IT1041

Ohio Guardianship Forms

Ohio Probate Forms

Spousal Support/Alimony, Ohio

Uniform Domestic Relations Forms

U.S. Estate Tax

U.S. Generation-Skipping Transfer Tax

U.S. Gift Tax

U.S. Income Tax for Estates & Trusts

Worker's Compensation, Ohio


Amortizer2

Amortizer2

2.04

Version 2.01 - Correct splash screen; fix automatic update function (Version 2.00 users will need to use the manual upgrade function on Help menu); increase trapping for illegal entries and associated error messages. Version 2.02 & 2.03 - Add missing schedule.rtf and schedule.dat files to installation (corrects error on Display Schedule). Version 2.04 - Minor rounding deviations occurring in displayed schedule but not affecting base calculation.
 
Basic Ohio Probate Forms

WBOPF7

7.23

Version 7.01 - Initial release. Version 7.02 - Modify Installshield Registry setup. Version 7.03 - Minor format change to Form 2.1 input screen; enable Main Window context menu; adjust InstallShield default directory parameters. Version 7.04 - Fix bulk printing issue with Form 24.4; disable rounding throughout program; suppress zeros on Forms 24.4 and 24.5. Version 7.05 - Update Forms 12.0 and 12.1; fix Form 7.0 display error. Version 7.06 - Add locator for Create ET8 directory. Version 7.07 - Additional changes to new Form 12.0; printer compatibility adjustment; remove system menu from Main Window to prevent access violation. Version 7.08 - Minor fomratting changes to PSF screen files. Version 7.09 - Update Form 24.0; checkboxes 2. Establish minimum column width for all worksheets . Version 7.10 - Programming maintenance; change IO Types (3) for certain Form 24.0 fields; reformat Insolvency Schedule 24.4 & 24.5; Form 6.1 ( Front) - correct viewing error. Version 7.11 - Fix Forms 24.0 and 24.4; reformat all RTF pages. Version 7.12 - refine RTF printed form templates. Version 7.13 - Enable override function;  slight bottom margin adjustment for printing;  minor formatting changes to avoid wrapping. Version 7.14 - Adjust override function; modify line calculation on Form 24.4/24.5 3; enable applicant/fiduciary signature line Form 24.5.  Version 7.15 - Enable Form 13.0 checkboxes. Version 7.16 - Fix variable class on Form 3774 eliminating Str2Float error. Version 7.17 - Fix variable class on Form 4.0 back (checkbox persistency); add page up/down key functionality to scrolling windows. Version 7.18 - Allow zero value expenses on accounting (13.1). Version 7.19 - Update Fiduciary's Acceptance form. Note this is a non-standard, generic form. Your county's form may differ slightly. Check any differences. Version 7.20 - Revise Form 12.0 to print on one page;  add bulk erase to worksheets (excepting kin worksheet);  fix time worksheet column width defaults. Version 7.21 - Hint correction on Kin Worksheet; enable print/send toolbar button for worksheets; fix Date field on Time/Services worksheet; adjust column widths for Time/Services worksheet; enable overriding via popup menu; revise DisplayPage routine for embedded panels. Version 7.22 - Modify memory management; remove scaling. Version 7.23 - Implement transfer of creditor name, address, etc. from the Kin Worksheet to the Expense Worksheet for completing Insolvency Schedule of Claims (Form 24.4); fix send/print Kin Worksheet to word processor function;  update Form 12.0 insolvent estate language in printout ; x typo in Form 12.0 insolvent estate screen layout
 
Cuyahoga County Probate Forms

Cuyahoga3

3.13

Version 3.01 - Test auto update version. Version 3.02 - Correct typos in Form 6.0 (screen only) 2; correct field transposition on Inventory enclosure letter; remove Version 2 references from help file;  reformat all RTF files for 2-page printing. Version 3.03 - Deploy Form 6.0 (screen only) fix from 3.02; enable override function; system menu removed from Main Window; adjust global global margin for increased printer compatibility. Version 3.04 - Fix transfer of expense categories s to Ohio Estate Tax - Version 8. Version 3.05 - Enable Form 13.0 checkboxes. Version 3.06 - Reformat continuation pages; add Commissioner's Report continuation pages. Version 3.07 / Version 3.08 - Fix beneficiary transfer on Form 6.3; fix calculation errors on Attorney Fee Computation form. Version 3.09 - Fix Main Window tree view links; update Form 13.7A & standardize menu and window references; correct Attorney Fee Computation calculation; refine page count tabulation of Form 13.1. Version 3.10 - Change Form 3.0 (back) checkbox to normal input field; change margins of Form 6.0 (front); reformat Form 6.1 front side. Version 3.11 - Change Executor Fee Computation form/file name for compatibility with Win OS naming conventions; fix display/print of Executor Fee Computation form. Version 3.12 - Update all 133 RTF headers. Version 3.13 - Remove signature line from Form 2.2 screen; p/o was correct; fix Attorney fee category persistency (Fed Estate Tax NOT Required).
Deed & Document Pro

WDeed5

5.04

Version 5.01 - Corrections to Warranty Deed. Version 5.02 - Replace Transfer on Death Succession Affidavit with new Transfer on Death Confirmation Affidavit; enable splash screen; modify main window interface for better compatibility with all monitor sizes and screen resolutions. Version 5.03 - Correct typo in Item 3 of Residential Lease 2; modify download upgrade function. Version 5.04 - Modify language of Durable Power of Attornrey, paragraph (e).
 
Family Law Practitioner's Apprentice

FLPA2

2.08

Version 2.01 - 1. Update all worksheets; Version 2.02 - Change Separation Agreement Wizard to remove child questions; change all document routines to allow "zero" (no) dates. Version 2.03 - Fix Dissolution J/E wizard to avoid error for certain input. Version 2.04 - Main Window scroll to top; trap for illegal RTF characters in Asset Worksheet Description box; trap for pages with no input fields; update InstallShield Wizard for Vista/7. Version 2.05 - Trap for deleting the last record in a table; move registry entries to HKEY_CURRENT_USER; fix transfer of information to Clerk of Court's Instructions for Service. Version 2.06, 2.07 - Fix calculation on Pretrial Statement; adjust page 1 fields. Version 2.08 - Smooth progress bar; update version checking algorithm; modify screen refresh; fix transfererror on Date field of Instructions for Service; minor reformatting of Private Helath INsurance questionnaire.
 
Franklin County Probate Forms

Frank10

7.10

Version 7.01 - Correct total on inventory. Version 7.02 - Reformat Form 12.0; correct action of checkboxes on Form 12.1. Version 7.03 - Fix back side of Form 5.6A for transfer of worksheet info. Version 7.04 - Update error message program references; correct tabbing order on Form 2.0 back side; eliminate appearance of ampersand under signature line; enable transfer of data to WOET8. Version 7.05 - Additional revisions to transfer data to WOET8. Version 7.06 - Add signature lines to Form 2.0; correct transfer of worksheet info to Form 5.1. Version 7.07 - Modify page refresh algorithm for better updating. Version 7.08 - Add missing totals to Form 13.2. Version 7.09 - Change Judge's name on all probate forms; add automatic upgrade capability; update IRS Form SS-4 and correct tx of information from worksheet(s); change date format on Form 1.0; fix tx of SCtRegNo to Form 1.R. Version 7.10 - Update Form 10.0 (back).
 
Hamilton County Probate Forms

Hamilton2

2.02

Version 2.01 - Automatic version upgrade. Version 2.02 - Update About dialog; enable Exit command on File menu.
 

HUD Forms

WHUD3

3.15

Version 3.00 - New forms effective 1/16/09. Version 3.01 - Save field without tabbing; Vista compatibility changes. Version 3.02 - Fix Send To Word Processor button. Version 3.03 - Add additional (3) blank lines to HUD-1 Sections 800, 1000, 1100; update Form 1099-S. Version 3.04 - Main Window scroll to top on startup; trap for no input fields on a page; modifications to Form 1A. Version 3.05 - Allow entry of per diem interest at greater than 2 decimal places. Version 3.06 - Update InstallShield Wizard for Vista/7. Version 3.07 - Correct line 801 error in Form 1-A; add more blank lines; add more address lines. Version 3.08 - Add more fields.; add math to adjusted loan original field line 803. Version 3.09 - Correct RTF changes made in V 3.08; allow negative GFE "increases". Version 3.10 - Correct RTF Form 1, Page 2, line 1109. Version 3.11 - Adjust proration table to use banker's year uniformly 365.25 days per year; add field to flood certification line 807. Version 3.12 - Remove Form 1, lines 801 & 802 from total tally to avoid duplication via line 803; same for Form 1A. Version 3.13 - Series of changes involving lines 1101, 1201 & 1203 to enhance compliance with standard practices; automatic updating. Version 3.14 - Update to 2010 IRS Form 1099-S. Version 3.15 - Update to 2011 IRS Form 1099-S.
 
Law Office Management

LOM5

5.25

Version 5.01 - Modify auto upgrade function; fix BBase5 file autoload function. Version 5.02 - Fix help file links and manual; timer link. Version 5.03 - Adjust BillB5 paths to avoid file not found errors on certain systems when printing bills. Version 5.04 - Fix itemized statement function; add Set Default Hourly Rate to Options menu. Version 5.05 - Fix itemized statement delete function; add menus; add trapping. Version 5.06 - Avoid BillB5 print error on reinstalls. Version 5.07 - BillB5: Automatic backup for itemized statements; fix calculation of total hours on itemized statements; add horizontal space to bill address areas; CBase5: Remove memMemo label from memo component; address issues related to mem file synch errors. Version 5.08 - CBase5: Fix Select All/None commands to eliminate invalid pointer error; modify Restore command. Version 5.09 - CBase5: Fix Show/Hide Column function; add accelerator commands for; additional mods to backup/restore. Version 5.10 - BillB5 - Clear bill image between successive bills to prevent overprinting. Version 5.11 - CBase5: Don't find deleted records; skip deleted records when scrolling; modify Pack function; avoid errors deleting multiple records. Version 5.12 - CBase5: Fix auto client numbering whebn adding more than 100 names in a day; fix exporting filtered names; fix filter restoring deleted names . Version 5.13 - BBase5 - Stop accessing deleted CBase5 records; fix cancel filter from undeleting records; BillB5 - Stop accessing deleted CBase5 & BBase5 records. Version 5.14 - BillB5: add traps for missing itemized statements; fix bill repeat on periodic billing; add client name to itemized statement. Version 5.15 - All: Add Registry persistency for updating; BillB5: Fix deleted itemized statement entries appearing in bills. Version 5.16 - CBase5: Start new range error fix; BBase5: Present windows on last entry, sort filter client number drop down, expand file exists filename definition. Version 5.17 - CBase5: Add memolist error trapping; BBase5: Improve auto completion; BillB5: Alphabetize client selector drop down; set active control in client drop down; credit balance designation; add shorthand feature; modify import calendar function of itemized statement. Version 5.18 - BillB5: retain itemized statement references after period printing. Version 5.19 - BillB5: Fix deleted IS from bill totals; sorting by last name after save. Versions 5.20/5.21 - BillB5: Fix deleted IS from bill totals; changing bill labels to reflect "credit" balances. Version 5.22 - CBase5: Fix laser label printing function. Version 5.23 - BillB5: Modify calendar backup/restore function. Version 5.24 - BillB5: Note persistency between successive periodic billing files; BBase5: Populate account field on new records from history. Version 5.25 - BillB5: Correct calculation of interest on unpaid bills.
 
Living Trust & Estate Planner

WTrust2

2.05

Version 2.01 - Successful auto update test. Version 2.02 - Add second Revocable Living Trust; fix Wizard jump function. Version 2.03 - Replace Trust, Revocable DAT file. Version 2.04 - Re-enable open and save functions. Version 2.05 - Associate correct help file.
 
Official Bankruptcy Forms

WBank7

7.39

Version 7.26 - Add Georgia exemption files. Version 7.27 - Modification to automatic upgrade function for compatibility with non-standard installations. Note: we are continuing to work on the automatic upgrading feature. If your system downloads but does not install the new version, please do so manually as you have in the past. Version 7.28 - Modification to Alabama & North Carolina District Multipliers; new forms effective 12/1/11 - Form 1, Forms 9A-9I, Form 10; new means test information; allow for clearing priority type once selected; trap against deleting statement of affairs entries. Version 7.29 - Additional form changes to Form B3B; additional form changes to Form B201A; modification to calculation of Form B22C, Line 50. Version 7.30 - Reformat Form 8 dialog; update Form 22A, Line 52 calculatory amounts. Version 7.31 - Update revision date on pages 2 and 3 of Voluntary Petition. Version 7.32 - Update means test information effective 5/1/12. Version 7.33 - Update means test information efffective 11/1/2012. Version 7.34 - Update forms 7, 9A through I, 10 & 21. Version 7.35 - New median incomes for means test; rounding for version checking; updated federal exemptions; updated Ohio exemptions. Version 7.36 - Update Ohio exemptions for 1/1/13 cost of living increase. Version 7.37 - Update means test median incomes. Version 7.38 - Complete 4/1/13 form updates. Version 7.39 - May 1, 2013 means test update.

Ohio Adoption Forms

WAdopt3

3.13

Version 3.00 - New BDE-less release. Version 3.01 - Vista compatibility changes. Version 3.02 - Add fast find function to expense worksheet; add additional hot keys to expense worksheet. Version 3.03 - Improve mouse responsiveness and shrink text to fit. Version 3.04 - Change sort algorithm for actual cost column of Accounting Worksheet; update worksheet. Version 3.05 - Fix transfer of information to Foreign Petition. Version 3.06 - Add new forms effective 12/1/09 and 1/1/10 - Forms 18.0, 18.2, 18,4. Version 3.07 - Main Window scroll to top on start up; trap illegal RTF characters in worksheet NameAdrs box; update Installshield Wizard for Vista/7. Version 3.08 - Add error trap for deleting last record in worksheet; added printer compatibility. Version 3.09 - Fix send to word processor function; enhanced network printing compatibility; reformat multiple forms; more printing changes; change HKey from LOCAL MACHINE TO CURRENT USER; automatic updating; add Option for RTFWork Directory; fix default directories. Version 3.10 - Correct transfer of information to Form 18.4. Version 3.11 - New Supreme Court Form 18.9. Version 3.12 - Update Form HEA 2757 Certificate of Adoption; update Affidavit of Adopted Person. Version 3.13 - Minor corrections to Form HEA 2757.
 
Ohio Business Dissolution Kit

OBDK

1.06

Version 1.01 - Modify installation directory; new install for preserving registry entries. Version 1.02 - Restyle enclosure letters/notices. Version 1.03 - Update Form 563; change non-expedite post office box on all SOS forms. Version 1.04 - Minor changes; correct Form 561 checkbox; change letterhead for certain notice letters; correct "severely" typo in two letters. Version 1.05 - Main Window scroll to top at start; correct heading field of Secy of State enclosure letter; correct date of incorporation field on Form 561; correct 9-digit zip code in Form D-5 instructions. Version 1.06 - Update Installshield Wizard for Vista/7,
 
Ohio Business Forms

OBF2

2.02

Version 2.01 - Update/revise most RTF templates. Version 2.02 - Main Window scroll to top on start up; add trap for no input fields on page; update Installshield Wizard for Vista/7.
 
Ohio Estate Tax

WOET8

8.19

Version 8.01 - Change handling of cotenant designations on Schedule E, Part 2. Version 8.02 - Allow non-alphabetizing of worksheets. Version 8.03 - Make corrections to Import Probate command; handling of personal identifiers. Version 8.04 - Enable paging on Form 12. Version 8.05-8.06 - Fix Schedule M, Parts 1 & 2. Version 8.07 - Modify print routine for compatibility with certain network printers; modify import probate routine for empty cotenant worksheets. Version 8.08 - Modify shrink to fit function to stabilize font size in schedules. Version 8.09 - Fix transfer of alternate value from page 2 to page 1. Version 8.10 - Reformat forms 12 & 14 for multi-line descriptions; fix Send To button for all continuation pages; allow import of empty WB6 files. Version 8.11 - Main Window scroll to top on start up; trap for illegal RTF characters in worksheet memo box; trap for no input fields on a page; clarify rounding confusion re: Sched E, Part 1. Version 8.12, 8.13 & 8.14 - Change Form 34, page 3 calculation for lines 6a-d. Version 8.15 - Trap for deleting the last record in a table; trap for importing WB6 file with no kin; automatic updating. Version 8.16 - Adjustment to the calculation of Form 34 (CAUV), page 1, Line 4(a) amount. Version 8.17 - Move registry entries to HKEY_LOCAL_MACHINE. Version 8.18 - Modification to allow importing new probate (effective 9/1/11) files. Version 8.19 - Update Form ET-2; update Form ET-24.
 
Ohio Fiduciary Tax

WIT1041_12

12.05

Version 12.01 - Automatic upgrade release. Version 12.02 - Change tabbing order on Estmated Worksheet; correct error in 2011 version of registry causing error on startup of 2012 version; smooth progress bar; update default directory references in Default Directory dialog. Version 12.03 - Correct rounding issue with version update counter. Version 12.04/12.05 - Fix File Copy command from Print Select dialog; refine version comparison routine.
 
Ohio Guardianship Forms

WOGF4

4.19

Version 4.00 - Initial Release. Version 4.01 - Activate calculations disabled in initial release. Version 4.02 - Fix Time/Services Worksheet Send To... function. Version 4.03 - Add persistency to default hourly rate; make part of file save. Version 4.04 - Update three database worksheets. Version 4.05 - Enable Recapitulation on Form 15.5 & guardian's signature. Version 4.06 - Change handling of no-dates in date field appearing as 12/31/1899. Version 4.07 - Allow blank or incomplete entries in both worksheets. Version 4.08 - Fix column transposition on 2d page of Time/Services printout. Version 4.09 - Modify print routine for compatibility with certain network printers; add Form 15.8 page 2 access to Display menu. Version 4.10 - Avoid table locking error that occurs the sorting on the date field and dates are not being entered. Version 4.11 - Remove blank record auto delete function from all three worksheets. Version 4.12 - Main Window scroll to top on start up; trap for illegal RTF characters in all worksheet memo boxes; trap for no input fields on a page; correct refresh lag from Expense & Time Worksheets. Version 4.13 - Fix continuation page of Time/Services printout (3-column version, c.f.. 4.08 above). Version 4.14 - Add ability to insert records into database worksheets; modify alphabetizing characteristics; add "other" function to set word processor. Version 4.15 - Implement row drag and drop in all worksheets. Version 4.16 - Fix Time Worksheet V4.15 update; move registry key to HKEY_CURRENT_USER. Version 4.17 - Add missing RTF folder to InstallShield for Send To Word Processor function; automatic updating. Version 4.18 - Enable Add at End button on Time/Services Worksheet; move registry entries to HKEY_CURRENT_USER. Version 4.19 - Update Forms 17.0 and 17.1 2; revise version checking algorithm.
 
Ohio Spousal Support Calculator

MA_2011

14.06

Version 14.01 - Auto update test revision. Version 14.02 - Update Ohio tax table. Version 14.03 - Reverse shared olbigor checkbox labels on page 1 of printed child support worksheet. Version 14.04 - Remove Main Windows's close button (aviod access violation); update ODJFS cash medical support amounts; fix identity switching of shared parenting orders . Version 14.05 - Modify print select command when no form is viewed; free MainBuffer on close. Version 14.06 - Maximize Main Window on reactivation; clear child support amounts when appropriate for tax summary page; enable Ohio tax info on Tax Summary.
 
Ohio Worker's Compensation

WComp2

2.10

Version 2.01 - Correct functionality of first Form C-30 field. Version 2.02 - Add Form Form BWC-1113/C-9; change date fields to input; correct minor type on C-86; fix field mismatch on FROI. Version 2.03 - Change set word processor preference; fix send single form to word processor function. Version 2.04 & 05 - Make most fields overrideable; correct minor typographical error; add <CTRL><T> to place "today's" date in date fields; speed calc routines. Version 2.06 - Correct extension on imported WCM files. Version 2.07 - Add new forms and revise: BWC 1205, 1208, 1372 (C-240), 1372 (C-241a), 1373. Version 2.08 - Correct "generaged" v. "generated" typo on Form 1214; Main Window scroll to top on start up; trap for no input fields on a page; update Installshield Wizard.for Vista/7. Version 2.09 - Update BWC1205. Version 2.10 - Update BWC 1115; implement auto updating.
 
Revised Ohio Child Support Guidelines

WROCSG7

7.21

Version 7.01 - Test for automatic version updating. Version 7.02 - Enable number of children field in sole/shared worksheet; minor typo in line 7 worksheets. Version 7.03 - Correct line 1a calculation; rebuild default file; change line 16 variable types. Version 7.04 - Swap shared parenting obligor labels in caption; add all collateral legislative materials; add all specific line help; incorporate new ODJFS CMS figures. Version 7.05 - Enable override function; modify formatting percentages in dialogs; miscellaneous minor formatting changes. Version 7.06 - Correct misc minor typos in split screen; enable overriding in dialogs; modify transfer of date to & from short forms. Version 7.07 - Add decorative fonts. Version 7.08 - Avoid path error on sending single pages to word processor; reduce date field size (enlarging text) on short forms; enable name of parties field on short forms; avoid repeat of over 150T on check worksheet function; modify federal tax exemption to $3,800 in help and default file; correct line 8 dialog result placement on split worksheet; enable line 11 override warnings (sole worksheet); adjust Start Screen size in FormCreate; add line 8 and line 11 equates in Page7 (split) conversions; enable split line 11 auto calculation in LocalTaxDlg 11; modify default file edit handling . Version 7.09 - Adjust handling of shared deviation based on percentage. Version 7.10 - Minor, non-calculatory change to avoid negatives on line 22; modify processing fee dialog; make uniform presentation of decimals in dialogs; set overrideability on lines 8 & 11 of sole/shared worksheet; fix display of split parental line 17 options (non calculatory). Version 7.11 - Correct typo in split short form; modify formatting of whole numbers. Version 7.12 - Update ODJS table in help file; modify formatting change of line 6 text; adjust V7.11 change of whole numbers. Version 7.13 - Change field type of split number of children (child care dialog) from dollar to whole number; split parental child care conversion adjustments; redefine variables on split short form (psf). Version 7.14 - Modify main screen for non-standard screen sizes; add persistency to income estimator; add hint/help for overriding local tax and child care dialogs fields; deviation dialog - minor rewording. Version 7.15 - Reset all display/send/print options; cure finicky sole/shared obligor checkboxes; update Ohio minimum wage. Version 7.16 - Update Ohio minimum wage fore 2013; enable page up/page down keys for form scrolling; update 2013 federal dependency exemption. Version 7.17 - Modify rendering of percentages in annotation areas (display only); correct display of 150% HHS level (display only); modify sole/shared checkbox handling on startup; adjust default file accordingly; add more testing for deviation dialog checkbox user mistakes. Version 7.18 - Update 2013 HHS Poverty Guideline amount; update 2012 tax calculation data for child care credit. Version 7.19 - Change version comparison command from trunc to round functions; change behavior of representation checkboxes under signature line; reformat Start Screen buttons for added clarity; fix line 27b description text repeat; preventing no-coverage orders on agreed wash entries; fix conversion errors (short/long form) related to shared deviation dialog; update checkbox onclick routine to enable immediate, dynamic calcing. Version 7.20 - Adjustment to 7.19 update (fixing list index error when printing annotated sole page 6). Version 7.21 - Fix persistency of split $150T limit checkbox; fix deviation calculation for adjustments in mother's column (line 27b).
 
Revised Ohio Child Support Guidelines

WROCSG8
Mac - Only

8.08

Version 8.00 - Initial release. Version 8.01 - Test auto upgrade feature. Version 8.02 - Correct percentage handling by processing fee dialog; add new application icon.  Version 8.03 - Reword deviation dialog; modify child care dialog; correct application of percentage in deviation dialog.  Version 8.04 - Update 2013 Ohio minimum wage; update 2013 federal dependency exemption; update default file.  Version 8.05 - Change default directory prompt; correct display of 150% HHS level (display only); modify sole/shared checkbox handling on startup; adjust default file accordingly; add more testing for deviation dialog checkbox user mistakes. Version 8.06 - Allow modification of default.wr8 file; fix percent handling of processing fee. Version 8.07 - Update  2012 HHS Poverty Guideline amount; fix Access Violation error from redisplaying worksheets; update 2012 federal and ohio tax calculation.  Version 8.08 - Brought up to date with Windows & iPad revisions; fixed override for panel-embedded fields; changed memory handling; added dual deviation checkboxes.
 
Uniform Domestic Relations Forms

UDRF

1.04

Version 1.01 - Fix gender checkbox on Affidavit 3, Child "c". Version 1.02 - Stop printing empty child pages on Affidavit 3 - Parenting Proceeding Affidavit. Version 1.03 - Fix extra child #3 caption fields on Affidavit 3 - Parenting Affidavit 2; move registry entries to HKEY_CURRENT_USER. Version 1.04 - Update About dialog; correct Main Window help topic; allow 2 periods in dollar fields; implement automatic updates.
 
U.S. Income Tax for Estates and Trusts - Form 1041

W1041_12

16.14

Version 16.01 - Auto upgrade test. Version 16.02 - Enable Display menu subitems; publish final IRS Form 1041 (still awaiting final publication of instructions and worksheets); fix persistency of two beneficiary ID fields on Schedule K-1. Version 16.03 - Enable Import command; trap for full text dates. Version 16.04 - Enable Display submenu items; fix Schedule J name & ID fields. Version 16.05/16.06 - Enable paging buttons; enable access to continuation/multi pages; update miscellaneous PSF screen pages; update Default Directory examples. Version 16.07 - Finial IRS release of Form 1041 and associated worksheets. Version 16.08 - Fix error on Schedule I (AMT), page 2 display. Version 16.09/16.10 - Update version comparison routine; reformat EIN labels and fields on all forms; remove unused Help menu commands. Version 16.11 - Add Final/Amended check boxes to Schedule K-1. Version 16.12 - Clarify non-numeric keystroke error message (1178); add access to K-1 apportionment dialog via Options menu;  auto refresh upon change of beneficiary Schedule K-1 allocation; enable final/amended Schedule K-1 checkboxes in printout. Version 16.13 - change character of Other Information checkboxes on Form 1041, page 2. Version 16.14 - Auto-convert <ENTER> to <TAB>; activate popup menu for edit boxes, i.e. overriding.
 
U.S. Estate Tax - Form 706

W706_13

16.01

For Dates of Death in 2013. Version 16.01 - Successful verification of auto upgrade function.
 
U.S. Gift Tax - Form 709

W709_12

16.06

Version 16.01 - Auto upgrade test version. Version 16.02 - Add page up/down keyboard functionality; update to final IRS form set; update and correct Basic Exclusion and Basic Credit amounts. Version 16.03 - automate print/send select checkboxes. Version 16.04 - Allow non-traditional data entry methods. Version 16.05/16.06 - Update Schedule B Prior Gift worksheet; version control advance.
 
Wrongful Death & Minor's Claims

WMinor4

4.08

Version 4.00 - Initial release. Version 4.01 - Add Done dialog to fast find feature. Version 4.02 - Minor change to Accounting Worksheet to check for deleting blanks; correct minor typo in Main Window; change install to better compute default worksheet column widths; improve mouse accuracy; improve shrink to text function. Version 4.03 - Fix persistency of WM4 file location (Options menu); repair context-sensitive help links. Version 4.04 - Minor change to Kin Worksheet (delete blank routine); allow saves on Asset Worksheet table. Version 4.05 - Update operation of database worksheets. Version 4.06 - Main Window scroll to top on start up; trap for illegal RTF characters in all worksheet memo boxes; trap for no input fields on a page; trap for deleting the last record in a table; add 9/1/11 form changes & CPID form; expand program for additional pages & dual open function; no automatic sorting of worksheets; reformating name lists (justification & font size) on certain forms; eliminate default appearance of 1899 as year zero. Version 4.07 - Add missing RTF & DAT files to install process (affected ability to print worksheets). Version 4.08 - Add Next Page button to Form 14.3; fix printing page 2 of Form 14.3.


Upgrades - Free vs. Pay

The above list includes all of our current programs and contains the full product name, abbreviated name, current version and miscellaneous notes. The information contained in this list is subject to change without notice.

Minor upgrades are reflected in changes in the version number to the right of the decimal. Major upgrades usually, but not always, involve a change to the left of the decimal in the version number. Unless otherwise noted, minor upgrades are free until the release of a subsequent major upgrade. For example, upgrading from Version 5.10 to Version 5.30 of Basic Ohio Probate Forms is free. However, upgrading from Version 4.5 to Version 5 would not be free.




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