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Ohio Estate Tax

In General

With Ohio Estate Tax (WOET), we followed the Puritas Springs Software philosophy—that is building an easy-to-use and reasonably priced program specially created for small and medium-sized law offices. In addition to being a stand-alone product, this is the central application in the Probate Triple Pack that lets you take probate information, export it to the Ohio Estate Tax program, and then to the W706. And you do it all from a single set on entries! If there was ever a probate time saver, this program is it.

Partial Feature List

Aside from cranking out professional-looking forms with lightening speed, what else ranks as an important consideration when purchasing new software? Price, of course! That's another area where we excel. We've always tried to provide more software for the money than any other company. At $159.99 we feel this is true of WOET!

  • Print shop quality printed forms. Approved by the Ohio Department of Taxation. WOET forms look print-shop-perfect on any Windows compatible printer.
  • Bigger is Better. Our forms have a new slightly larger font size that is easier to read.
  • New Main Window Interface. Combines the user-friendliness of a Wizard with readily accessible help and quick access to all forms.
  • All calculations are performed dynamically and automatically.
  • WOET is a standalone program. It is not a word processor or spreadsheet template that must be completed manually or that requires additional software or hardware to generate printed returns. However, WOET will export any of its forms to your word processor in the event you wish to use special print functions, fax or email forms, make pdf copies, etc.
  • Vista-compatible, context-sensitive help means you can highlight a menu command, press <F1> and go straight to the related help topic.
  • Imports Basic Ohio Probate Forms files.
  • Exports U.S. Estate Tax files.
  • Dozens custom continuation pages for better organization and a more comprehensible final product.
  • Worksheets are provided for entering cotenants/joint tenants, assets and debts. Each allows you to work with centrally located information that you can effortlessly change, delete, insert, append and organize.
  • One-click access to on-line stock and mutual fund valuations (your own Internet Service Provider is required).
  • Auto fit - makes your entries fit in the required space even if your text is too long.
  • Copy/Paste compatible with most Windows programs.
  • Tutorial included in the on-disk, pdf manual for stepping beginners through a sample estate tax return.
  • Upgrades available by download—you can stay up-to-date on late-breaking changes by downloading your upgrade from our web site. Any day of the week, anytime of the day or night.
  • Network Version Available. Makes network installation, maintenance and use easier than ever before.
  • Free downloadable demo.

Listing of Included Forms

Form 2 Ohio Estate Tax Form - page 1
Form 2 Recapitulation - page 2
Form 2 Information - page 3
Schedule A Real Property
Schedule B Stocks and Bonds
Schedule C Mortgages, Notes and Cash
Schedule D Insurance
Schedule E Part I - Joint and Survivorship Property
Schedule E Part II - Joint and Survivorship Property
Schedule F Other Miscellaneous Property
Schedule G Transfers During Lifetime
Schedule H Powers of Appointment
Schedule I Annuities, Pensions, Retirement Plans
Schedule J Debts and Administrative Expenses
Schedule K Charitable Bequests
Schedule M Part I - Bequests to Surviving Spouse
Schedule M Part II - Bequests to Surviving Spouse
Form 2-X(i) Amended Ohio Estate Tax Resident Return
Form 3 Ohio Resident Additional Tax Return
Form 3G Ohio Resident GST Tax Return
Form 3N Ohio Nonresident Additional Tax Return
Form 4 Ohio Nonresident Estate Tax Return
Form 5 Ohio Estate and Additional Tax Return Filing Notice
Form 12 Application for Consent to Transfer
Form 12A Nonresident Application for Consent to Transfer
Form 13 Application for Consent to Transfer Insurance Proceeds 
Form 14 Resident Tax Release
Form 14A Nonresident Tax Release
Form 17 Ohio Estate and Additional Tax Estimated Payment
Form 18 Close Corporation Valuation Form
Form 21 Application for Certificate of Release of Estate Tax Lien
Form 22 Certificate of Tax Payment/Real Property Disclosure
Form 24 Application for Extension of Time to File
Form 34 Qualified Farm Property Valuation Election Application
Form 36 Qualified Farm Property Annual Report ...
Form 41 Application for Extension of Time to Pay Estate Tax

System Requirements

Ohio Estate Tax for Windows (WOET) is a true Windows application that was developed in and optimized for Windows 7 and Vista although it runs in any of the following versions of Windows (Windows 98, Windows 2000 and Windows XP).

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