Current Versions

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 Franklin County Probate Forms Hamilton County Probate Forms HUD/CFPB Forms - Loan Estimate, Closing Disclosure Living Trust & Estate Planner Loan Amortizer Minor's Claims & Wrongful Death, Ohio Office Management, Law Ohio Business Forms 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

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 not affecting base calculation.
Basic Ohio Probate Forms	BOPF8	8.17
Version 8.01 - Initial release. Version 8.02 - Correction to calculation of Form 13.0/13.1. Version 8.03 - Correct import wb7 file import Form 13 category; correct first kin error on Form 1.0(F). Version 8.04 - Add test for attorney fee assets without category; update form 5.1 screen for new exemption. Version 8.05 - Fix Form 13 transfer error for category realty transferred. Version 8.06 - Alter tree view font & style settings; change color set for worksheets; fix Form 5.6 field completion; overrideable checkboxes. Version 8.07 - Add page127.dat file to install (Form 9.C). Version 8.08 - Modify Print Select dialog to include 9.C; correct link for Display menu General Information. Version 8.09 - Correct gender error to enclosure letters. Version 8.10 - Fix Form 5.10 to recognize stocks and realty categories; fix page backward button for Form 6.1. Version 8.11 - Enable Correct Form 4.0 checkbox tag. Version 8.12 - Display menu tags for Form 6.0 front and back; enable checkbox on Form 4.0; add checkbox to Form 12.0. Version 8.13 - Correct some variable assignments on Form 8.0. Version 8.14 - Correct variable assignments Form 7.0 (display only). Version 8.15 - Implement remove birth date command to Kin Worksheet; improved user error trapping. Version 8.16 - Update Print Select dialog Executor Fee Computation link; reassign various Print Select dialog links; disable/reserve attorney fee computation form; reformat Computation of Executor/Administrator Fee form; Form 5.10 make real estate field overrideable. Version 8.17 - Change behavior of RefreshClick routine so pages are refreshed when field-dependent changes are made on the worksheet.
Cuyahoga County Probate Forms	Cuyahoga4	4.15
Version 4.00 - Initial Release. Version 4.01 - Test auto update version. Version 4.02/4.03 - Add missing defaults to create answer; answer.pas; TAnswer.Create; i.e., NoOfCommRep := 0; fix import function of Time/Services Worksheet. Version 4.04 - Statutory update of Forms 5.1 and 6.0. Version 4.05 - Add and modify Display menu items; add Form 5.9 Distribution Date field to Asset Worksheet. Version 4.06 - Add Insert Today function; fix Distributee dialog''s selection on entry; new attorney fee computation sheet; correct menu label for importing cy3 file. Version 4.07/4.08 - Add new Report of Newly Discovered Assets and Judgment Entry; modify handling Executor Fee Computation error. Version 4.09 - Add and update overflow error messages. Version 4.10 - Adjust application of percentages on computation of attorney fee form. Version 4.11 - Enable Form 4.0 checkbox. Version 4.12 - Add additional checkbox to Form 12.0 "There has been no administration ... ". Version 4.13 - Add function for clearing the date field on the Kin worksheet. Version 4.14 - Fix alternate Display menu links to Form 6.0 (front & back); fix Print Select of Form 6.3 & 6.3AA. Version 4.15 - Add ability to erase mistakenly-started 13.1 and replace with blank worksheet (t.o.) for special circumstances requiring a blank-form filing.
Deed & Document Pro	Deed6	6.16
Version 6.01 - Test auto update function. Version 6.02 - Durable power of attorney, living will declaration, and surviving spouse affidavit template and app modifications. Version 6.03 - Enable Display menu for low resolution monitors. Version 6.04 - Correct auto-completion of Trustee in Revocable Trust; adjust top margins of recordable instruments. Version 6.05 - Update check/fix Quit-Claim template. Version 6.06 - Update check/fix Transfer on Death Designation Affidavit. Version 6.07 - Fix history list; modify statutory section reference in durable power of attorney. Version 6.08 - Correct agent's signature line on power of attorney form. Version 6.09 - Update default file to correct typo in warranty deed exceptions; update warranty deed template grantee name replaced by rtf code; correct verb number in Warranty deed witness clause; enable signature lines for quit-claim deed; fix/check satisfaction of mortgage template. Version 6.10 - Remove rtf code from Mortgage Deed; enable signature lines for Mortgage Deed; avoid random d2d1.dll in Mortgage Deed. Version 6.11 - Run check/fix on templates modifying pgs 2, 3, 6, 7, 11, 13, 29, 31; modify generic will's specific bequest property. description. Version 6.12 - Add digital rights management to durable power of attorney. Version 6.13 - Extension of durable power of attorney for health care to cover protected health information (HIPAA). Version 6.14 - Add provision for alternate attorney-in-fact in durable power of attorney. Version 6.15 - Modification to first sentence of Health Care POA. Version 6.16 - Living Will Declaration: transfer Declarant's name to notary clause.
Family Law Practitioner's Apprentice	FLPA2	2.11
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 transferor on Date field of Instructions for Service; minor reformatting of Private Health Insurance questionnaire. Version 2.09 - Fix overrideable field defaults on Financial Disclosure Affidavit. Version 2.10 - Correct affiant's signature on Defendant's Motion to Show Cause; begin code signing. Version 2.11 - Change document caption from "Shared Parenting Plan" to "Standard Visitation Guidelines"; remove layout dots from the upper left corner of document templates.
Franklin County Probate Forms	Frank15	8.11
Version 8.01 - Test automatic upgrade. Version 8.02 - Insert missing PSF files into InstallShield; add Form 2.D to calculation routine; correct identity for "domiciled" field of Form 4.5. Version 8.03 - Add computation of executor fee to calc list. Version 8.04 - Correct typo in Form 13.0 category. Version 8.05 - Worksheet draw cell color correction in Mac version; FitText adjustment for lines with CRs; Mac formatting adjustments; correction for Mac 1701 error. Version 8.06 - Fix checkboxes on Forms 12.0 and 12.1; correct typo on Form 12.0. Version 8.07 - Modify column graphics of Time/Services Worksheet. Version 8.08 - Kin worksheet Form 6.0 checkbox correction; add worksheet last row delete protect. Version 8.09 - Add Insert Today routine; update Forms 5.1 and 6.0 for new exemption values, etc.. Version 8.10 - Update Forms 4.0, 7.0, 7.0A, 12.1A, 13.6A, 13.8, 13.10. Version 8.11 - Update Form E-12.0; implement auto-calculation of Form 1.R2.
Hamilton County Probate Forms	Hamilton2	2.04
Version 2.01 - Automatic version upgrade. Version 2.02 - Update About dialog; enable Exit command on File menu. Version 2.03 - Update Forms 12.0 and 12.1. Version 2.04 - Update forms; code signing.
HUD/CFPB Forms	HUD4	4.24
Version 4.00 - New forms effective 8/1/15. Version 4.01 - Test automatic update function. Version 4.02 - New ErrorWindow routine with overriding provisions; correct field variables on GFE. Version 4.03 - Prohibit rounding of short dollar amounts. Version 4.04 - Remove overrideables from seller's column of HUD-1. Version 4.05 - Fix corrupt RTF file for printing page 1 of Closing Disclosure. Version 4.06 - Remove memory leak test results; default HUD 1 division of commission to Seller's column; Loan ID transferring to Closing Disclosure. Version 4.07 - Make Closing Disclosure overrideables optional; default HUD 1 division of transfer taxes (1204 & 1205) to Seller's column; parse names for multiple buyers & sellers; default signature date from closing date field. Version 4.08 - Implement V4.07 changes; HUD 1A - 3rd address line in print/preview. Version 4.09 - Enable section M of Closing Disclosure. Version 4.10 - Adjust treatment of HUD1 lines 1204/1205; remove Seller 1201/1203 values to GFE; enable printing of HUD1 Seller only copy in legal size. Version 4.11 - Activate HUD1 lines 904/905. Version 4.12 - Cosmetic modifications to RTF print templates; explanation dialog added to LE2CD button action; error messages for using both normal and alternate CD page 2; correct seller only printout of CD. Version 4.13 - Modify calculation of HUD1, Page 2, Series 1000. Version 4.14 - Enable previewing of Form 1099S. Version 4.15 - Recompile print template for 2-column Closing Disclosure, page 1. Version 4.16 - Change Closing Disclosure, page 3, line K03 to include Lender Credits; add Mac OSX Office 365 recognition. Version 4.17 - Add signature lines to all versions of Closing Disclosure, page 5; correct loan id field on Closing Disclosure, page 5; fix Closing Disclosure page 4, AIR table; include extended Closing Disclosure, page 2 in page 3, line K03. Version 4.18 - Fix access violation when printing; minor modifications to variable types on CD, pg 2; RTF formatting adjustments. Version 4.19 - Enable p/o of two CFPB Closing Disclosure p4 escrow descriptions. Version 4.20 - Modify Closing Disclosure page 5; default checkboxes & % field. Version 4.21 - Add Insert Today routine; modify Table of Contents & Tutorial links in Help menu; correct variable assignments for Seller's Modified Closing Disclosure Contact Information. Version 4.22/4.23/4.24 - Add Seller versions of Page 2a & 2b Closing Disclosure.
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	Trust3	3.08
Version 3.01-3.05 - Auto update test. Version 3.06 - Modify nomination of guardian clause in power of attorney; allow overriding of testator in pour over will. Version 3.07 - Enable overrideable memos on Revocable Living Trust. Version 3.08 - Add missing template files to install.
Official Bankruptcy Forms	Bank10	10.03
Version 10.00 - Initial release with new forms effective 4/1/2018. Version 10.01 - Test automatic upgrade function. Version 10.02 - New means test data effective 4/1/18. Version 10.03 - New means test data effective 5/1/18.
Ohio Adoption Forms	Adopt4	4.11
Version 4.01 - Version test for automatic update. Version 4.02 - Enable manual & tutorial; update directory references in default locations dialog; update Form 19.0. Version 4.03 - Update caption of About dialog; modify worksheet on change behavior re: ModifiedFile flag; adjust screen set widths for better setup on a wider variety of monitors. Version 4.04 - Multiple enhancements to worksheet screen. Version 4.05 - Modify FitText for worksheet descriptions with carriage returns; minor code cleanup. Version 4.06 - Fix for FitText unit; modify date string error trapping; update Form HEA2757 (effective 8/2015); correct typos in Form 18.9 Petitioner's Account. Version 4.07 - Re-implement V4.06 changes; upgrade to XE7. Version 4.08 - Update Word detection routines for Windows and Mac. Version 4.09 - Update forms effective 3/1/17. Version 4.10 - Implement updated SetPageProperties routine. Version 4.11 - Add worksheet last row deletion protection.
Ohio Business Dissolution Kit	*OBDK2*	2.04
Version 2.01 - Version test for automatic update. Version 2.02 - Update About dialog caption; add co rep to directory (auto); minor adjustment to handling of checkboxes on Form 562, page 1 & Form 563, page 1. Version 2.03 - Update Forms 560, 561 and D-5; enhanced MS Word detection; add deleting temporary file function; add Shrink Font function for better screen rendering on Macs and older computers; check menu underscores. Version 2.04 - Enable Help buttons; revise Form D-5.
Ohio Business Forms	OBF3	3.05
Version 3.01 - Test auto update functionality. Version 3.02 - Update PTF print format files for Mac version. Version 3.03 - Update Forms 560 & 561 (PSF & RTF); Word detection enhanced; add deleting temporary file function; add Shrink Font function for better screen rendering on Macs and older computers; check menu underscores. Version 3.04 - Update complete form set; update StartWordProcessor routine; correct tree view focus for Form 533B. Version 3.05 - Update complete form set.
Ohio Fiduciary Tax	*PIT1041_17*	17.01
Version 17.01 - Initial release/Automatic upgrade test.
Ohio Guardianship Forms	OGF6	6.09
Version 6.00 - Initial Release. Version 6.01 - Auto update test revision. Version 6.02/6.03 - Adjust default locations. Version 6.04 - Do not allow deleting last worksheet row; tables must contain at least one blank row; fix rounding of displays; allow CRs in memo fields. Version 6.05 - Reform sample and test gd6 files; update Form 17.7. Version 6.06 - Update General Information Worksheet tags. Version 6.07 - Enable Force Word, Force WordPad, and Find Word commands. Version 6.08 - Update form 17.5. Version 6.09 - Add worksheet last row deletion protection; fix Time/Services worksheet printout.
Ohio Spousal Support Calculator	*MA_2018*	20.06
Version 20.01 - Test auto upgrade. Version 20.02 - Implement tax reform changes for 2018. Version 20.03 - More tax reform changes; revise ITSE form. Version 20.04 - Update function for 2019 spousal support treatment. Version 20.05 - ITSE revision. Version 20.06 - Reformat child support short forms (printed version only); enable printing multi-page property divisions.
Revised Ohio Child Support Guidelines	ROCSG10	10.18
Version 10.01 - Test for automatic version updating. Version 10.02 - Update line 8 federal dependency exemption; add short cut key combinations for menu commands. Version 10.03 - Delete temporary files on close; remove rounding. Version 10.04 - Restore default of erase obligation deviation method to effect only child support obligation and not cash medical support. Version 10.05 - Correction to child care credit calculation; adjustment to ini file affecting print function (mostly on Macs). Version 10.06 - Implement file click and load; modify calculation of flat fee processing & associated help topic. Version 10.07 - Minor change to sole/shared checkboxes behavior (calc1.pas); fix Ohio child care credit display in short form; update Ohio minimum wage to $8.15/hr; $16,952/yr; update Federal Dependency exemption; update Federal tax tables; update Federal standard deduction. Version 10.08 - Modify handling of mother's deviation checkboxes. Version 10.09 - Update for 2017 Health & Human Services Poverty Guidelines. Version 10.10 - Update for 2017 ODJFS Cash Medical Support table. Version 10.11 - Change the behavior of sole/shared worksheet to add warning of $600 minimum order in shared order; remove auto correction function of sole/shared checkboxes; implement new deviation checkbox where cms=0. Version 10.12 - Relink help button in Deviation dialog; 2018 Ohio minimum wage; 2018 Federal tax tables; 2018 federal dependency exemption; 2018 Ohio tax tables; 2018 Ohio dependency exemptions. Version 10.13 - Repeal of personal exemption (line 8). Version 10.14 - Adjustments related to H.R. 1; new tax tables; new standard deduction. Version 10.15 - Adjust annualized minimum wage amount. Version 10.16 - Update posting of deviation (wash option) to short form and avoid Str2Flot_2 printing error. Version 10.17 - Update error message 1155 re: no defined word processor; modify deviation variable transfer between annotated and short forms. Version 10.18 - Correct name transfer error between annotated and short form.
Uniform Domestic Relations Forms	*UDRF3*	3.04
Version 3.01 - Auto upgrade test. Version 3.02 - Update references to udrf2, i.e. error messages, readini.pas, manual, etc.; fix display for Affidavit 1, page 5, letter sections rearranged; update ini file references; update default location references. Version 3.03 - Correct variable assignments to Notice of Appearance. Version 3.04 - Update default.ud3 file for Property Affidavit ("NONE"); add Notary expiration date to Affidavits 2 through 5; add alternate service language to Miscellaneous forms.
U.S. Income Tax for Estates and Trusts - Form 1041	P1041_17	21.04
Version 21.01 - Auto upgrade test. Version 21.02 - Add draft 2017 Form 1041 Instruction and other DRAFT files (already added to deployment and IS); add Insert Today routine; add final 1041 instructions. Version 21.03 - Change import command to cover beneficiary info only; no financial information. Version 21.04 - Update QDT exemption amount and threshold.
U.S. Estate Tax - Form 706	P706_17	21.03
For Dates of Death in 2017. Version 21.00 - Initial release. Version 21.01 - Auto upgrade test version. Version 21.02 - Update for final version IRS release of forms, schedules and instructions. Version 21.03 - Add disable ShrinkToFit function; remove form close query routine on A/D worksheet; implement import bp8 function.
U.S. Gift Tax - Form 709	P709_17	21.01
For Gifts Made in 2017. Version 21.00/21.01 - Initial release & auto upgrade test. Version 21.02 - Add Insert Today routine; minor typo correction to year on page 1; remove "Draft" from endorsement. Version 21.03 - Modify Form 709, Part 4, Line2 calculation algorithm. Version 21.04 - Modify help test for page 3, line 2; update IRS pdf resources.
Wrongful Death & Minor's Claims	WMinor5	5.10
Version 5.00 - Initial release. Version 5.01 - Test automatic upgrade function. Version 5.02/5.03 - Adjust setup of application screen width and tree width for better viewing on all monitors. Version 5.04 - Minor program enhancements; avoid refresh/update issues. Version 5.05 - Standardize handling of ini file. Version 5.06 - Enable Form 22.1 to be previewed as a single page. Version 5.07 - Modify line breaks in memo descriptions containing carriage returns. Version 5.08/5.09 - Update for forms effective January 1, 2015; update for claims of adult wards; substantial programming/worksheet enhancements. Version 5.10 - Code signed; adjustment to preview/print function. 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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