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Current Versions


Instructions for obtaining upgrades are at the bottom of this page.


Basic Ohio Probate Forms

WBOPF5

5.33

Version 5.01 - Fix default WB5 directory set problem; add Help file to image. Version 5.02 - Add Form 5.9 to distributee label on Asset Worksheet; correct grand total printout Form 13.1. Version 5.03 - Correction to caption of Form 6.0; fix category labels on inventory and accounting forms. Version 5.04 - Adjust cancel flag variable that sometimes prohibited viewing forms with continuation pages. Version 5.05 - Correct bond amount on Form 4.0 reverse; add copy/paste functionality to worksheets. Version 5.06 - Correct type on Form 5.1 (reverse). Version 5.07 - Fix error on insert of appends of Expense worksheet. Version 5.08 - Edit Form 13.3 caption in RTF; add Set Template Directory to Options menu; Form 13.1 duplicate labels; underlines on Form 2.0. Version 5.09 - Enable printing of Time/Services Worksheet. Version 5.10 - Add missing vouchers to Form 13.1; adjust Form 13.1 headings. Version 5.11 - Enlarge Form 12.0 caption; correct typo on Form 2.0 (reverse). Version 5.12 - Modify bene/legatee name printing on Form 1.0; make window scaling factor persistent; type in heading of Form 9.0. Version 5.13 - Correct file type labels in open/save dialogs; auto tx of SupCtReg No to Form 6.3; remove extraneous text Form 5.9. Version 5.14 - Address error #117 on close. Version 5.15 - Form 1.0 continuation page. Version 5.16 - Add Sample files; correct menu misspelling. Version 5.17 - type on Form 7.0; redesign worksheets; type Form 5.9. Version 5.18 - Remove extraneous language on Form 13.1; modify calc of Form 7.1. Version 5.19 - Fix V5.18 problem printing Asset Worksheet. Version 5.20 - Update statutory cite on Form 11.0; modify hints for Forms 13.5 & 13.7 on Kin Worksheet; modify handling of transferees on Forms 12.0/12.1. Version 5.21 - Adjust calculation of number of inventory pages. Version 5.22 - Update statutory value changes on Form 5.10. Version 5.23 - Add on-line manual; minor typo on Form13.0. Version 5.24 - Change page count method for Form 13.1; remove signature line Form 6.1, page 1; change signature designation on Forms 6.1 & 13.1; add accelerator keys for main menu; add Main Window interface. Version 5.25 - Fix two broken links in Main Window (Form 3.0 & 7.2). Version 5.26 - Correct the overflow trigger for Form 13.2. Version 5.27 - Update Main Window caption; and modify Save As routine for certain systems getting error. Version 5.28 - Fix city, state, ZIP transfer error. Version 5.29 - Revise Forms 5.10 & 12.0 for March 1, 2008 changes. Version 5.30 - Implement automatic ordering of entries in Time/Service Worksheet; remove key violation errors from Time/Service Worksheet; restore Options menu settings after reinstallation. Version 5.31 - Correct typo in Form 12.0.Version 5.32 - Update IRS SS-4 & 56 forms, minor corrections to Form 1.0; restyling of all rtf files. Version 5.33 - Update all DAT files; minor modify Main Window.
Cuyahoga County Probate Forms

Cuyahoga

1.14

Version 1.01 - Reconfigure expandable asset grid cells for 800x600 screens; change check for modified file on table exit; remove scroll bars on expandable table cells.  Version 1.02 - Update Form 13.8. Version 1.03 - Update Form 6.0 - Inventory and Appraisal. Version 1.04 - Correct behavior of Form 3.0 back side checkbox; make worksheet column widths persistent. Version 1.05 - Add Form DTE 100(EX) - Statement of Exemptions; correct pop-up hints on asset worksheet. Version 1.06 - Adjust calculation of number of inventory pages; add page 196 RTF & DAT to build. Version 1.07 - Update Form 5.10 for statutory change from $2,000 to $5,000. Version 1.08 - Fix corrupt RTF template for Form 13.1. Version 1.09 - Maintenance upgrade that adds pdf manual to Help menu. Version 1.10 - Add ability to export files to WOET7. Version 1.11 - Add Fast Find function to all worksheets; tune up export to WOET7. Version 1.12 - Incorporate new Form 4.0. Version 1.13 - Correct transposition of figures on new Form 4.0. Version 1.14 - Modification to WOET7 transfer routine, i.e., decedent's name, etc. Version 1.15 - Update probate forms; fix broken checkbox on Form 4.0.
Deed & Document Pro

WDeed4

4.08

Version 4.01 - Add HIPPA medical release; modify notary clauses on all deeds; change cognovit note language. Version 4.02 - Correction to Mechanics Lien Affidavit. Version 4.03 - Correction to mortgage satisfaction. Version 4.04 - change to simple will, single, no children. Version 4.05 - Fix template for Satisfaction of Mortgage. Version 4.06 - Add manual to Help menu. Version 4.07 - Revise notary clause in deeds. Version 4.08 - Update Secretary of State forms, remove K Blackwell.
Family Law Practitioner's Apprentice

FLPA

1.02

This program has a Download Upgrade command on the Help menu. Version 1.03 - Minor change to the Download Upgrade function.
Franklin County Probate Forms

Frank06

6.12

There are no updates to this program at the present time. Version 6.01 - Correct calculation of attorney fee expenses on Form 13.0; enforce column minimums for worksheets; modify calculation of Forms 1.C & 1.CC. Version 6.02 - Minor corrections to Display menu Form 4.X. Version 6.03 - Adjust Save As function for certain systems Windows OS. Version 6.04 - Define default fee category value in asset worksheet; enhance appearance of Category field. Version 6.05 - Adjust calculation of number of inventory pages. Version 6.06 - Update Form 5.10 for statutory change from $2,000 to $5,000. Version 6.07 - Correct action of co-applicant gender checkbox on General Information Worksheet. Version 6.08 - Add WOET7 export capability. Version 6.09 - Adjust WOET7 export function. Version 6.10 - Modify transfer to WOET7 routine, i.e. decedent's name, etc. Version 6.11 - Update all form templates. Version 6.12 - Corrections to V6.11 modifications.
HUD Forms

WHUD2

2.16

Version 2.01 - Enable Modify Templates command. Version 2.02 - Correct type in line 603. Version 2.03 - Hide grid lines; add signature lines. Version 2.04 - Add field to Form 1A; Fix calculation of line 901. Version 2.05 - Add 2 fields for lines 801 and 802; subtract 1 day from per diem interest calculation; adjust interest per diem in Form 1A; adjust calculation of lines 1201, 1202 and 1203. Version 2.06 - Allow handling of non-numeric entries in dollar fields. Version 2.07 - Implement 9/2006 changes to Forms 1 & 1A. Version 2.08 - Fix corrupt RTF causing a 2135 error printing page 2. Version 2.09 - Add access to Owners Manual via Help menu. Version 2.10 - Fix printing Form 1A from File menu. Version 2.11 - Fix printing omission in Line 1108 text. Version 2.12 - Adjust alignment of all input boxes; remove negative sign on lines 302 and 602; adjust rtf page lengths. Version 2.13 - Implement manual pdf (whud2.pdf) accessibility from Help menu. Version 2.14 - Automate transfer of information from HUD1 series 210-219 to 510-519; overrideable. Version 2.15 - Update Form 1099-S for 2008. Version 2.16 - Fix placement/appearance of Line 700 field (Form 1).
Law Office Management

LOM2

2.05

Version 2.01 - Add convenience buttons for cancelling Fast Find in CBase4 & BBase4. Modify Printer Setup refresh function in CBase4, BBase4 & BillB4; add Quicken incremental search to client name/no. field of BillB4. Version 2.02 - Widen BillB4 billing statement address fields; reduce font in Title line; error trap blank entries in CBase4. Version 2.03 - Reduce BillB4 font size of billing stationery caption; implement copy/paste for BillB4 Note field. Version 2.04 - Arrange BillB4 attached itemized statements in chronological order; error trap BillB4 records lacking a Client No field. Version 2.05 - BillB4 mods to fix opening itemized statement problems after bill previewing; allow negative balance forwards.
Living Trust & Estate Planner

WTrust

1.09

This program cannot be upgraded via the Internet.
Loan Amortizer

PSSLA

1.01

Fixes cursor and enables controls in Send to Word Processor function. This program cannot be upgraded via the Internet.
Official Bankruptcy Forms

WBank6

6.46

 Version 6.25 - December 1, 2007 form changes. Version 6.26 - Add new non-attorney declaration Form 19. Version 6.27 - Corrections to Form 21 - Soc Sec Stmt. Version 6.28 - Fix for opening files created with Version 6.21 (available from 9/22/07 to 11/28/2007). Version 6.30 - Update for 1/1/2008 form & IRS data changes. Version 6.31 - Correct minor typo in Form B3A; correct "4. Review ..." links in Main Window. Version 6.32/6.33. Update for 2/1/2008 IRS & Census Bureau data. Version 6.34. Activate last page calc of means test; adds /s/ and date to last page (22A & 22C). Version 6.35 - 3/17/08 IRS & Census Bureau changes. Version 6.36 - Add keyboard error trapping to short dollar fields of means test forms. Version 6.37 - Update Form 10 - Proof of Claim. Version 6.38 - Update 10/1/08 IRS & Census Bureau data; new Ohio exemptions. Version 6.39 - Adjust some Property Worksheet caption/label widths. Version 6.40 & 6.41 - Adjust Property Worksheet Law Providing Exemption field. Version 6.42 - Update form changes for 12/1/08; modify rtf for Form 22C. Version 6.43 - Update form change for 12/19/08 (Form 22A); fix date field of new Form 8. Version 6.44, 6.45 & 6.46- Fix error loading certain prior version files.
Ohio Adoption Forms

WAdopt2

2.09

Very minor changes to Version 2.0 - 2.03. Major upgrade from Version 1.X. Version 2.05 includes the Rave Designer update for printing worksheets. Version 2.06 - Add Post Office field to General Information Worksheet. Version 2.07 - Fix Petitioner's names under signature line on page 2 of Form 18.9. Version 2.08 - Modify auto-calc Form 18.0, page 2. Version 2.09 - March 1, 2008 form revisions; reformatting all RTF form templates.
Ohio Business Dissolution Kit

OBDK

1.00

New release. Version 1.01 - Modify installation directory; new install for preserving registry entries.
Ohio Business Forms

OBF2

2.01

Update/revise most RTF templates.
Ohio Estate Tax

WOET7

7.20

Version 7.01 - Add W706 2007 database aliases for file exporting. Version 7.02 - Adjust InstallShield Wizard to avoid "Can't find object" error on start up; correct typo on Page 1; adjust operation of widow/widower box on Page 3. Version 7.03 - Add missing decedent info to import WB5 function. Version 7.04 - Correct the default 706 export folder in InstallShield; fix export to 706 function to remove "Invalid Integer" error. Version 7.05 - Fix transposition of items from Schedule M, Part 1 to Schedule M of 706 during export; correct default 706 directory location. Version 7.06. Cancel Schedule A realty value in AV column of Recapitulation. Version 7.07 - Reformat Form 22. Version 7.08 - Adjust executor/administrator field on Form 5; correct typographical errors in Form 34. Version 7.09 - Add intelligence to Print Selected Forms function. Version 7.10 - Automate calculation of credit on Form ET2X; change handling of dollar rounding on Schedule E; correct typographical error on Form ET2, page 3. Version 7.11 - Add Display menu entry points to cotenant continuation pages; correct cotenant continuation page list; add EST_TAX tables for transfers from Cuyahoga and Frank06. Version 7.12 - Add new Form 13. Version 7.13 - Active floppy commands. Version 7.14 - Add revised tax releases: Forms 12, 12A, 14, and 14A; reformat all ODOT logos for faster page loading and printing. Version 7.15 - Adjust new tax release calc rtns. Version 7.16 - Add rounding adjustments to all schedules. Version 7.17 - Correct Sched M1 calculation when using alternate values; correct minor math error on Sched F. Version 7.18 - Make 10./2007 changes to Form 13. Version 7.19 - Fix appearance of Sched I alternate values on Sched M. Version 7.20 - Fix repetition of assets on Form 12 continuation pages; field adjustments to Form 13.
Ohio Fiduciary Tax

WIT1041_07

7.04

Version 7.01 - Adjusting formatting of page 2; correct error traps for line 28, etc. Version 7.02 - Change import 2007 federal location from et7  to it7 directory. Version 7.03 - Activate contact checkboxes at bottom of page 1; make line 18 credit overrideable. Version 7.04 - Update IT1041 & ES mailing adrs based on latest ODOT change.
Ohio Guardianship Forms

WOGF3

3.23

Version 3.01 - Minor help context number changes. Version 3.02 - Fix renumber command; fix Print `is Form function for expense and time worksheets. Version 3.03 - Fix renumber command - 2nd time, contained reference to Asset table instead of Time in TimeWrk; fix errors in Form 15.81 (Incorrect variable assignments); fix errors in Form 16.3 (incorrect variable assignments); fix errors in Form 17.3 (incorrect variable assignments); fix errors in Form 15.8 page 2 (incorrect variable assignments); minor reformatting to 4 RTFs; add delete function. Version 3.04 - Correct typo in Form 17.0 'ALLED' to 'ALLEGED'. Version 3.05 - Modification of Form 15.1. Version 3.06 - Rave Designer update for printing worksheets. Version 3.07 - Correction/change to wording of entry on Form 15.7. Version 3.08 - Minor typographical fix to Computation of Gdn Fee form. Version 3.09 - Statutory change for Form 15.2. Version 3.10 - Changes to 15.8 account; missing line on some page breaks; accounting period transfers automatically to subsequent pages. Version 3.11 - Enable worksheet Help buttons. Version 3.12 - Allow typing in Time Worksheet Description field; modify record number of time worksheet that caused key violation on some systems; allow typing in Asset Worksheet Description field; allow typing in Expense Worksheet Description field. Version 3.13 - Add newly revised Form 17.1 and new Form 17.1a; reformat all RTF files; update DAT files; Eliminate horizontal scrolling in new asset worksheet. Version 3.14 - V3.13 revisions; persistency of window scaling. Version 3.15 - Update Form 15.1. Version 3.16 - reformat all RTF form captions; misc formatting changes. Version 3.17 - Fix Form 20.2 Person Only checkbox; modify calculation of page length for certain monitors. Version 3.18 - Minor changes; Fix bad RTF file for Form 16.1 (for users seeing codes instead of the form). Version 3.19 - Add new manual to Help menu. Version 3.20 - Add new Form 17.8; add fast find to worksheets. Version 3.21 - Revisions to Forms 15.9, 16.1 & 17.0, effective 3/1/8. Version 3.22 - Fix transfer error to Form 15.1. Version 3.23 - Add copy/paste functionality to the 3 worksheets.
Ohio Spousal Support Calculator

MA_2007

9.02

Version 9.01 - Activate Download Upgrade function. Version 9.02 - Correct two minor typos in splash screen & default ma8 dialog.
Ohio Worker's Compensation

WComp2

2.07

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 others: BWC 1205, 1208, 1372 (C-240), 1372 (C-241a), 1373.
Revised Ohio Child Support Guidelines

WROCSG6

6.18

Version 6.01 - 1st set of court-suggested revisions. Version 6.02 & 6.03 - Modify calculation of CMS to use "combined" income; correct typo in worksheet; fix tx of info to statutory worksheet. Version 6.04 - Correct typo line 26, statutory sole printout; allow line 28 Col II calc when mother obligor; remove CMS from abbreviated breakdown; remove parenthetical, line 21 split worksheet; modify line 20b in accordance with ODJFS memo. Version 6.05 - Remove Name field activation; strike line 31 parenthetical; align line 31 fields to right. Version 6.06 - Change Copy/Get menu labels; implement Get/Copy. Version 6.07 - Color correction of page 6 of sole/shared worksheet; fix abbreviated short form breakdown. Version 6.08 & 6.09 - Redesign Sole/Shared Line 27 annotation (gray box) and help topic; make lines 20b and 27 overrideable; add testing for incorrect Split worksheet deviation entries (line 25); adjust split worksheet page 7 colors. Version 6.10 & 6.11- Revising calculation of line 20b consistent with ODJFS letter. Version 6.12 & 6.13 - Allow data entry on statutory and short forms; short split rtf typo; choose obligor menu item added; add more worksheet checks. Version 6.14 - modified conversion routines for statutory & abbreviated worksheet; add ability to print Main Window instructions; correct typo in error notice. Version 6.15 - Add basic support table to Help menu; make Print Select dialog smart to active worksheet; fix line 24 shared parenting; change Ohio child care credit calc. Version 6.16 - Continue data enabling of abbreviated & statutory worksheets; add help topics; allow qualifying expenses to child care computation; handle excess deviations; update Ohio income tax tables; return to last open worksheet feature; add file name to all rtfs; modify Default.WR6. Version 6.17 - Change text of child care annotation, fix line 20b for 6 or more children; reformat deviation text; correct misc typos in worksheets. Version 6.18 - Adjust federal tax exemption to 3650 for 2009; unify sole/shared line 23b/26b to one entry; unify split parental line 22b-22e/24b-24e to one entry; modify "Send This Worksheet" command to include all pages of selected forms that are multi-page forms; putting Version number on printouts; parsing the name "Andrew" (has the word "and" in it); modify wording re: including Ohio child care credit; move split line 26 to page 7; minor rtf formatting changes; CGI>$150,000; change interface & help topics.
 
U.S. Income Tax for Estates and Trusts - Form 1041

W1041_08

12.01

Version 12.01 - Adjust import function of page 1 caption fields.
U.S. Estate Tax - Form 706

W706_08

11.05

Version 11.01 - Fix import Ohio Estate Tax function. Version 11.02 - Change et7 menu item; revise import et7 again. Version 11.03 - Fix transfer of alternate values to 706, page 1. Version 11.04 - Minor formatting changes to Schedule K & continuation page. Version 11.05 - Open page 2, Part 4, Line 5, All unascertainable beneficiaries ... field for data input.
U.S. Gift Tax - Form 709

W709_08

12.01

Version 12.01 - Add manual to Help menu.
Wrongful Death & Minor's Claims

WMinor3

3.11

Version 3.01 - Adjust save with slash at end routine. Version 3.02 - Adjust save with slash at end routine; fix call to special help topics; fix Download Upgrade function. Version 3.03 - Rave Designer update for printing worksheets. Version 3.04 - Minor typographical changes to Form 22.0. Version 3.05 - Minor typographical changes & resave all rtfs with new headers. Version 3.06 - Reverse amounts of suit expenses & attorney fees on Form 14.2; fix itemization of suit expenses so that it works with minor claims as well as death claims. Version 3.07 - Fix key for classes in preview/print of accounting table. Version 3.08 - Fix switch of attorney fees & suit expenses on form 22.2. Version 3.09 - Update RAVE files for printing worksheets (category applicability); Form 22.0 - Correct attorney fee/suit totals w/med expenses. Version 3.10 - Fix display and printing of Form 14.0, page 2, continuation pages for kin or survivor overflows. Version 3.11 - Correct printing of Form 14.2 (both sides); adjust printing of accounting worksheet.



Instructions for Obtaining Upgrades

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 2.00 to Version 2.03 of Ohio Adoption Forms is free. If Version 3.0 were released, Ohio Adoption Forms Version 2 would no longer be free to upgrade. Note that this reference to the Adoption program is an example and no major revision to Ohio Adoption Forms is currently planned.

Our preference is that, if possible, you upgrade via the Internet; however, not all programs have that capability. In the event you cannot upgradeable via the Internet, send your original program disk and include a self-addressed, stamped return mailer. It is not necessary to include an enclosure letter.

Note: It is occasionally necessary to remove a program before reinstalling the newer version. You can do so without fear of losing or harming your client files. Just follow the instructions.

 

Product
Information

Bankruptcy
U.S. Estate Tax
U.S. Gift Tax
Form 1041
HUD Forms
Office Mgmt
Living Trusts
Child Support
OH Estate Tax
Probate
OH Business
Guardianships
Minor's Claims
Adoptions
Workers Comp
Family Law
OH Alimony
 Deed & Docs
Fiduciary Tax
Bus Diss Kit


The Cleveland Trust Building | 645 McKee Trail | Hinckley, Ohio  44233 | 330-278-3252

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Last modified: 08/26/08