Volume 2014, No. 1 Law Office Computing Page Puritas Springs Software Law Office Computing

VOLUME 2014 NO. 1 $ 7 . 9 9 PURITAS SPRINGS SOFTWARE Best Home Pages We think the importance of the through which you accessed INSIDE THIS ISSUE: home page has been greatly the world wide web. Once 1-3 reduced due to the invention of tabbed browsers arrived on the tabbed browsers. Although scene it was possible to create 1,4,5 conceived a group of 4 earlier in 1988, home pages Digital Inklings 6,7 tabbed brows- with each page Child Support 8 ing didn’t go being able to Spousal Support 10 mainstream “specialize” in a Uniform DR Forms 12 until the re- specific area of lease of Micro- your interest. Family Law Documents 13 soft’s Windows Take the Probate Forms 14 Internet Ex- weather for Ohio Estate Tax 16 plorer 7 in example. Every U.S. Income Tax (1041) 18 2006. Until then, your Home good home page should have Ohio Fiduciary Tax 19 page was the sole portal a minimal weather information; (Continued on page 2) Ohio Adoption Forms 20 OH Guardianship Forms 21 OH Wrongful Death 22 Loan Amortizer 23 # More Law Office Tech Tips Advanced Techniques 24 Deed & Document Pro 25 Bankruptcy Forms 26 XX. Quick Launch. The patch the application that you’re Law Office Management 28 of little icons to the right of the working in is maximized. If OH Business Forms 30 Start button is called the Quick you’re interested, take a look Launch toolbar. Sure, you can at the sidebar on page XX of Business Dissolutions 31 put much-used shortcuts on this issue. Living Trust/Estate Plan 32 your desktop, but thoughtful HUD—Settlement Stmts 33 desktop theory tends to frown XX. Pin A Program. So you Scamzamples 34 on a clutter of icons that have a clean, uncluttered In Good Humor 36 makes it hard to find any par- home and you like your Win- ticular one. Furthermore, if it’s 37 dows desktop the same way. If an application that you’re start- you do a lot of work from the Technical Support 38 ing and exiting through the Start button (and who doesn’t) Inbox 44 day, the Quick Launch icons don’t forget that you can stick Order Form 47 are always visible, even if you (Continued on page 4)

Call us at 330-989-3165 or 330-485-3165 Page 2 www.puritas-springs.com Volume 2013, No. 1 LogMeInFreeNot Best Home LogMeIn was one of our favor- (Continued from page 1) ite free utilities. We had written unforeseen evolution of web and about it in just about every however, with tabbed browsing mobile apps and the erosion of issue of Law Office Computing you could make one of your the need for the site.” and after testing the free ver- home pages (i.e., tabs) a link to sion we decided to purchase the Weather Channel (for hour When we listen to someone’s licensing for their professional by hour forecasts) or the Na- explanation and don’t under- version which we use every tional Weather Service. stand it, we assume it’s either day for technical support. complicated or bull. In ’s Still, even with tabbed browsing case who knows? Maybe it’s Even after buying the profes- you only view one tab at a time, both—complicated bull. sional version, we continued to use the free version as a convenience. So we were bummed to hear that free LogMeIn would no longer be free. Figuring that other offices may be missing free LogMeIn, we investigated whether there were any alternatives. And there were. Here are three. TeamViewer Claiming more than 200 mil- lion installations, TeamViewer is quite popular for a solution that we never heard of before. Like free LogMeIn, TeamViewer is free for all non-commercial users and can be downloaded from the TeamViewer web site. www..com/ Supports: Windows, Mac, , iOS, Android and Win- dows Phone 8 – incl. cross- platform connections. Of the three alternatives re- so it’s useful to have a landing Whatever, with iGoogle being ferred to in this side bar, we page or home-home page that considered by many, including tested TeamViewer over a gives you a lot of information at us, as our favorite home page, period of a months and you’ll a glance. That’s why we were the dissolution of Google created find our impressions on page fond of iGoogle, Google’s per- a browsing void. Of course, XX of this issue. sonalized home page. You set it every one of us has different up for the various news feeds, home page requisites or inter- sports, weather, etc. and you’re ests, but common among them good to go. Google dissolved are: weather, news, sports, mar- iGoogle allegedly due to “the ket, and entertainment. When

Call us at 330-989-3165 Volume 2014, No. 1 Law Office Computing Page 3

LogMeIn Pages Con’t Alternatives you think about it, newspapers nicely laid out set of links: sports, had it all worked out years ago. tech, travel, movies, news, food CrossLoop offers screen sharing The areas of interest correlate to and music, etc. In other words and remote computer access the sections of a newspaper, you can’t see the current components for free. It utilizes a except that you can see all the weather, but you can click on the web browser to store computer sections at the same time like a weather link to get that info. accounts and provide access to table of contents. Bottom line, instead of the pho- those computers that have been tos and animation, a lot of cool registered for the account. What So far we haven’t even men- stuff is only a click away. As far put us off about CrossLoop is tioned RSS feeds which provide as our limited investigation could the fact that it is a shell created you a continuous stream of news tell, this site is not customizable to run a virtual network in the about your special area of inter- like MSN or AOL. No advertising background. Therefore, a VNC est, i.e., daily blurbs about your is nice. is required on the client favorite personality. Now that computer. We were fond of the iGoogle is gone, the following list Yahoo! This is another semi- LogMeIn no-brainer approach had increased significance. The customizable site like AOL. We and the about clients, servers sites are listed in no particular think the layout is the least ap- and virtual networks scared us order. pealing of the three, but if your off. With LogMeIn for example, email service provider is Yahoo! you clicked, downloaded and MSN. Before iGoogle we used it may be a good fit for you. Also you were pretty much ready to MSN which has all or most of the like MSN and AOL, this site has go. There may be clients and features we’ve mentioned. The advertising. servers, but nasty details are only drawback we see is the kept out of sight and mind. More prominent advertising, but for Homepage.org. Imagine Best- information is available at the what you’re getting maybe it’s HomePageEver with linked icons CrossLoop web site: worth it or at least tolerable. It is or tiles instead of text links and http://www.crossloop.com/ customizable so that you can set you got Homepage.org. Much of it to display the weather for your the same, standard content and area, the scores of your favorite no advertising. It is not custom- team, your new service of izable. We found this site to be choice, etc. quite likeable with an impressive Even though we use Google array of links to news, weathers, extensive including Google AOL. In the dial up days when sports, entertainment and much voice, we were not aware that AOL was a major Internet player, more. We could imagine this Google produced a Chrome it gathered in a lot of users as home page as being a nice com- browser plugin that provides well as providing an email ser- plement to your other browser secure remote access. One vice. Today the AOL home page tabs simply because of it’s or- reason for that may be the fact has about everything that the ganization and diversity. that we use MSN page has (including the and so we were not familiar with prominent advertising) and pro- Chrome except by name. vides a handy gateway to those Chrome browser usage is re- with AOL email accounts that quired at both ends of the con- are a decade or more old. It is nection. You can download the not customizable to the extent of Chrome Remote Desktop app at MSN. the Store.

BestHomePageEver. Instead of having an image-based graphi- cal user interface, BHPE has a Call us at 330-989-3165 or 330-485-3165 Page 4 www.puritas-springs.com Volume 2013, No. 1

Windows 8 History Lesson # More Law Office After a brush with death on our computer we de- (Continued from page 1) about the background, it’s easier cided it was time to make sure application shortcuts to the Start on your graphics system to not we had an automated backup menu so they can be started even have a wallpaper. Speak- system in place - something we with navigating through multiple ing of wallpaper in the context of should have done when we set submenus. If you’d like to learn your desktop, you can get free the computer up. how to pin an application to your lined grid wallpaper that helps Start menu, read the sidebar on you keep and organized desktop Separate Windows 8 searches in page XX of this issue. at http://lifehacker.com/5840054/ Apps for "backup" and "restore" organize-your-desktop-with- turned up zilch. What the heck! XX. Less Is More. They say it’s these-lined-and-gridded- Did leave the backup/ better to keep desktop icons to a wallpapers/. restore application out? minimum and we believe them. When we visit a computer with XX. Sorting Bins. We’ve read Google to the rescue. As it turns too many icons it becomes diffi- that clutter causes stress and out, a quick search of "Windows cult to find a particular one and there’s already enough of that in 8 backup" turned up an article while the computer’s owner may a law office already. The sorting about File History, the Windows know exactly where everything is bins we’re referring to are really 8 backup/restore replacement. in the mess, Windows itself runs folders. Here’s the technique we Although we don't think there is better when desktop icons are think is a good one. Create a backward compatibility in terms new folder. Don’t bother naming of being able to restore from it. Drag all your desktop icons to backups created in previous it. When your desktop is cleared, versions of Windows, File His- open the new folder and take a tory is pretty cool and easy to hard look at the icons. It’s diffi- use. cult to recommend specific folder names because every office To read what we consider a differs. If, for example, you find good article about File History. kept to a minimum. Only in the your new folder’s got a lot of Click here. certain instances is it advised to template style documents, you place a document directly on the might create another new folder, desktop. Microsoft advises the name it Document Templates Documents folder as the place and drag all the template to for documents and if you want to the new Document Templates put an icon on the desktop, Folder. Now there are two fold- place a shortcut to the document ers on your desktop. Go back to instead. How to create or delete the unnamed folder and see if a shortcut? See the sidebar on there is another group of files page XX. that can be collected together. Create a new folder with an ap- XX. Choose A Work- propriate name and drag the Enhancing Wallpaper. A wall- group to it. Now you’ve got three paper should not interfere with folders on your desktop. Keep your ability to read the icon la- going until the unnamed folder is bels. Also, wallpapers that are empty or until you can’t think of visually busy can add to distrac- any more logical groupings. Give tion instead of creating a col- the unnamed folder the name lected atmosphere. Furthermore, Misc. You’re done. You just con- if you’re interested purely in verted 50 scattered icons into a speed and don’t give a hoot half dozen folders. Remember

Call us at 330-989-3165 Volume 2014, No. 1 Law Office Computing Page 5 Tech Tips Con’t that you can put folder within The useful ones will come back folders and that’s great when it on their own. There is also the makes sense, but each level of Temp folder folders makes you click an extra (C:\Users\UserName\AppData\L time to get to it. Reducing clutter ocal\Temp) which can contain helps aesthetics and makes you thousands of unnecessary files. more efficient, but you don’t See the sidebar on page XX for want to drill down six mouse the details of us following our clicks to get what used to be one own advice on an older, slower click. Finally, keep your folders computer in our lab. to 8 or less. Otherwise you’ll liable to waste time won- dering which folder you put something in.

XX. Out With the Old. Regardless of who put together a list about com- puter desktop organiza- tion, clearing out old, un- used files/icons is on the list. You needn’t delete these artifacts, but at least create a folder for them and drag them all in. This same technique is said to work well in closets. And while we’re on the subject of the parallels between good housekeeping and good XX. Sending to the Word Proc- computer-keeping, don’t forget essor. Nothing pleases us more to take out the trash periodically. than to acquaint a use with the If your Recycle Bin has files Send to Word Processing com- dated from a year or more ago, mand. For many users, the use chances are you don’t need it. a program to complete and print Sort your files by date deleted the forms and that’s it. In that and permanently delete all files context, they never really have a beyond a certain date. Another need to use the Send to Word place to look for detritus is your Processor command, so they Temporary Internet Files folder never become familiar with the (C:\Users\UserName\AppData\L added power and efficiency the ocal\Temporary Internet Files). command gives them. It’s not unusual for this folder to contain thousands of files. That’s XX. because Windows saves every Internet page and every compo- nent of every Internet page you ever visited. You can’t do much harm getting rid of these files.

Call us at 330-989-3165 or 330-485-3165 Page 6 www.puritas-springs.com Volume 2013, No. 1 Windows Digital We’ve heard about and played so much with our iPad, we found Where’s It Going? use of the Internet is driving the ourselves not knowing much evolution of our software and about Windows Surface until a It seems more recent but James hardware, and … Columbus attorney told us about Burke hosted a mesmerizing his. Windows Surface is a series of documentaries titled Sorry it took so long to get here, slightly bigger and slightly heftier “The Day the Universe that’s where devices like the tablet style computer. Where it Changed.” In it he would demon- iPad and Windows Surface are completely outshines the iPad is strate how some very singular very interesting. Begin thinking in it’s ability to run ordinary Win- discoveries or inventions dra- about it in terms of cell phones. dows software, unlike the iPad matically changed the world we The first ones were tremen- which has a different and incom- live in. dously convenient compared to patible from land lines. The next develop- Apple’s Mac. Some, like fire, are so obvious ment was to reduce the walky- and innocuous that we as talky bulk. Then smart phones What that means is that the Sur- “moderns” have a hard time and with the introduction of face can run any of your desktop fathoming their significance; smart phone, the trend has been computer’s program including others, like the printing press, toward lighter phones with big- any Puritas Springs Software take some thought to appreciate. ger screens. that you own. That’s a big plus. How about electricity? If our The negatives are just a few. generations are to be classified It shouldn’t take but a moment to The 32GB Apple iPad with Ret- as ages, we would agree with reason why. The Internet. ina display is $600; the 128 GB the designation Information Age, Windows 2 by com- which is also known as the Com- [Ernie: Personally I remember parison is $1,000. That doesn’t puter Age, Digital Age, and New being stranded years ago at the count the keyboard which (while Media Age. Atlanta airport because of a optional with iPad) is more of a storm. Our group of couples was necessary add on if you’re going We prefer Information Age be- forces to spend the night. While to treat the Surface like a serious cause we believe that it encom- we were taxiing in, and almost desktop computer (something passes everything from com- before any of us, begin anxious you can’t really do with an iPad). puter hardware to digital storage to get home, could take in this and transmission. The founda- information, one young lady If you find the Surface a lot tion of it all is information. It’s not whipped out her phone, found cheaper on line, don’t be duped hard to argue that one of the several close hotels, negotiated by the Surface RT. The RT is most significant developments a price for the entire group and about $300 and is more like the was the Internet. That would arranged transportation. All be- iPad in that it has a different OS make the browser one of the fore we had gotten off the plane. than a Windows desktop com- most important pieces of soft- What a gal!] puter. Our attorney friend from ware ever developed. Not to Columbus, was clearly sold on overstate, there were and are The point is that anyone who his and had it outfitted with all other “killer” apps—word proces- has done any browsing immedi- the extras. sors, spreadsheets and data- ately appreciates that bigger is bases come to mind—but even better. Sure, there may be a This relatively new product is they are now built on Internet point of diminishing returns when another step toward the ideal connectivity in terms of on-line it comes to screen size, but computer. More competent than dictionaries or libraries, on-line phones definitely are not there. It an ordinary tablet, more portably help and technical support, and was screen size (or rather lack practical than the smallest note- hyperlinks to name a few. of it) that made early smart book. phones obsolescent, and … What all this means is that the

Call us at 330-989-3165 Volume 2014, No. 1 Law Office Computing Page 7 browsing easy and fun, a real keyboard. That means a key- board that’s detachable like a Inklings standard desktop computer and with a real typewriter-style keys, Sorry it took so long to get here, tubes—we’re talking 13” moni- not the chiclet-style keys that that’s why devices like the iPad tors. Monitor is a good name, came with our 27” iMac all-in- and Windows Surface are very because in terms of design you one desktop. interesting. They represent the can think of the Monitor and the latest step that the Information Merrimac. As time went on the Finally it’s got to be light enough Age has caused in hardware screens got larger (our new Mac that when you detach the key- development. is 27”) but thanks to LED tech- board you can put it in your lap nology they weigh less and take and use it like people are cur- First of all, the physicality of up a lot less space. rently using tablets, i.e., gestur- hardware will always be driven ing and touch screen capabili- by user convenience. Desktop Here’s today’s headline: U.S. ties. computers are not going any- commercial sales for the first 11 where anytime soon. That’s months of 2013 show sales of because—for a law office for Windows PCs are flat, Apple example—it’s all about docu- PCs are down, and tablets of all ment generation. Word process- kinds are up big time. ing. Have you ever tried to use a touch screen for word process- You might at first think that this ing. If it involves more than a is only a reflection of the hard- phrase—forget it. ware cost, but recall that the cost of the iPad is $599. Compare We recently saw the results of a this Amazon ad: study that tabulated according to time of day, the type of device IdeaCentre C365 19.5- used to connect to the Internet. It Inch All-in-One Desktop, AMD was no surprise that during the E1-2500 1.4 GHz Processor, 4 day desktop computers were the GB DDR3 RAM; 500 GB hard largest group of devises con- drive, Windows 8.1, Wireless, 6 necting to the Internet. Not as USB ports, DVDRW, Weight - predictable was the fact that the 12.5 pounds. main device in the early evening was a . Pretty serviceable law office system for $449, no? It makes sense, the tablet is capitalizing on the desktop com- Did you notice that this hand- puter’s biggest drawback—the somely priced system was an all desktop. Evidently, a lot a peo- -in-one. That’s another trend. No ple are browsing while they more clunky box under the desk watch television. People need to with wires handing all over the do something in between the place. Five of our eight main contestants on American Idol or computers here at Puritas during a lull in the action on The Springs are all-in-ones. Bachelor. The point of all this is that maybe As phones or tablets gravitate that Columbus attorney is on to toward larger and lighter, isn’t something. The best device for that exactly what desktop com- the attorney of the 21st century puters are doing. The first desk- may be a computer with a top computers had 50lb CRT screen that makes Internet Call us at 330-989-3165 or 330-485-3165 Page 8 www.puritas-springs.com Volume 2013, No. 1

 Free downloadable up- grades. Revised Ohio Child Support Guidelines  A familiar look and feel—no learning curve.  Works in all versions of Win- Now available in native Mac dows including Windows 8, and iPad versions. Note that Cash Medical Support Windows 7 & Vista. the iPad version is available only through Apple’s iPad App The current worksheets were  Short form worksheets— Store. designed to respond to Ohio’s everything on one page—get increasing number of families your answers in seconds! 200+ that can’t afford to maintain  Detailed error checking and health insurance on their child- alerts. You're in good company when ren. As a result, the USDA’s you purchase Revised Ohio Expenditures on Children by  Shared Parenting Devia- Child Support Guidelines Families are used to estimate tion—supports every imagin- (WROCSG). Our customer the cost of health-related expen- able adjustment algorithm. scrolls boast more than 200 ditures that a family incurs. courts, and governmental, edu-  Three statutory table lookup These estimates are homoge- cational and non-profit agencies. nized by the Ohio Department of methods. Included in the list are domestic Job & Family Services into a  Annotated, statutory and relations courts, juvenile courts, table that permits the preparer to abbreviated worksheets. probate courts, child support calculate a “cash medical sup- enforcement agencies, Depart- port obligation.” The calcula-  No annual subscription or ment of Human Services, De- tion of cash medical support also update fees. partment of Job & Family Ser- requires reference to the U.S.  Companion CLE Course— vices, prosecutor's offices, ap- Department of Health & Hu- approved by the Supreme pellate courts, law libraries and man Services Poverty Guide- Court of Ohio Commission on universities throughout Ohio. lines to establish a limit on the Continuing Legal Education amount that can be assessed as for 1.75 total CLE hours in- The sidebar to the left doesn’t “cash medical support.” Again, struction. Must be purchased covers a lot, but it doesn’t cover WROCSG does it all automati- separately. everything, nor does it provide cally. You need not be con- all the details. For example, in cerned with either of these agen-  Automatically calculates or- order to give you the best esti- cies’ statistics—it’s all built into ders for incomes over mations of the child care credit, WROCSG. $150,000. the complete federal and state  Income Annualizer—from income tax calculations are Leave The Driving To Us built in. That’s right, WROCSG paystub to annual income. performs federal and state in- Anyone completing the work-  Local Tax Calculator. come tax calculations automati- sheet might justifiably think this cally. A program without this is all more than a bit confusing.  Support Scheduler—track ability can make errors amount- Don't worry about it. WROCSG and calculate payments, ar- ing to over $1,000! WROCSG will save you hours of re- rearages, and interest. does it all and does it better. search by doing all the collat-  Performs Line 8 and the 5.6% That’s why it’s the number 1 eral calculations for you— self-employment adjust- best-selling child support soft- even the income tax calcula- ments automatically. ware in Ohio regardless of the tions related to the child care claims of others. credit.  Sends forms to your word processor for review, format- ting, printing, emailing, faxing, making PDFs, etc.

Call us at 330-989-3165 Volume 2014, No. 1 CHILD SUPPORTLaw Office COMPUTATION Computing WORKSHEET Page 9 SOLE RESIDENTIAL PARENT OR SHARED PARENTING WORKSHEET

Name of Parties: JAMES SAMPLE & MARY MARTIN Case No. 13 DR 2341567 Number of Minor Children: 2 Date: April 25, 2013 The following parent was designated as residential parent and legal custodian: Sole Residential: -Mother -Father Shared: -Mother Obligor -Father Obligor

Line No. Father Mother Description Father Mother

INCOME Overtime & Bonuses (Line 1b) 1a Employment 55,000.00 25,900.00 O/T bonus year 3 0.00 0.00 1b Includible O/T 0.00 0.00 O/T bonus year 2 0.00 0.00 2a Gross receipts 0.00 0.00 O/T bonus year 1 0.00 0.00 2b Ordinary expenses 0.00 0.00 Average of 3 years 0.00 0.00 2c 5.8% of AGI 0.00 0.00 2d Adjusted AGI 0.00 0.00 Annual Contributing Cost Differential (Line 7b) 3 Interest/dividends 200.00 250.00 0.00 0.00 4 Unemployment comp 300.00 900.00 5 Workers comp 400.00 900.00 Adjustment For Resident Minor Children (Line 8) 6 Other income 500.00 900.00 Number of other children 1 2 7a Total gross income 56,400.00 27,500.00 Federal tax exemption 3,050.00 3,050.00 7b Health insurance max 2,820.00 1,375.00 Support Received 1,000.00 2,000.00 Local Taxes (Line 11) ADJUSTMENTS Income subject to tax 55,000.00 25,900.00 8 Other resident children 55,000.00 25,900.00 Tax rate 1.50% 2.00% 9 Support for other children 700.00 750.00 10 Spousal Support 900.00 950.00 Health & Human Services Poverty Guidelines (Line 14b) 11 Local taxes 825.00 518.00 Federal poverty level 11,490.00 11,490.00 12 Work deductions 0.00 0.00 150% of fed poverty level 17,235.00 17,235.00 13 Total adjustments 4,475.00 6,318.00 14a Adjusted gross income 51,925.00 21,182.00 Table Lookup Options (Line 17) 14b Cash medical support max 2,596.25 1,059.10 Low/Interpolate/High $13,194/$13,256/$13,267 15 Combined Income 73,107.00 Over $150,000 comb income No Limit No Limit 16 Percentage attributable to... 71.03% 28.97% Child Care Expenses (Line 19) OBLIGATION Total child care expenses 1,200.00 2,400.00 17 Basic obligation 13,255.68 Qualifying expenses 0.00 0.00 18 Annual obligation 9,415.51 3,840.17 Earned income 55,000.00 25,900.00 19 Child care expenses 1,200.00 2,400.00 Joint filer’s earned income 0.00 0.00 20a Marginal costs 1,900.00 1,950.00 Adjusted gross income 55,500.00 26,550.00 20b Cash med support 1,947.00 0.00 Number of children 2 2 Choose one: ADJUSTMENTS WHEN HEALTH INSURANCE IS PROVIDED Ignore low income limits Yes Yes 21 Additions 3,089.81 898.07 Use these tax liabilities No No 21 Subtractions 898.07 3,089.81 Federal tax liability 0.00 0.00 22 Annual obligation 11,607.25 0.00 State tax liability 0.00 0.00 23a Obligor’s obligation 11,607.25 0.00 Perform tax calculation No No 23b Non-means tested benefits 0.00 0.00 Filing status S S 23c Actual annual obligation 11,607.25 0.00 Deduction (standard/itemized) 0.00 0.00 Exemption 0.00 0.00 ADJUSTMENTS WHEN HEALTH INSURANCE IS NOT PROVIDED Alternate minimum tax 0.00 0.00 24 Additions 1,704.72 0.00 Foreign tax credit 0.00 0.00 24 Subtractions 911.69 0.00 Include Ohio credit 0.00 0.00 25 Obligation after adjustments 10,208.54 0.00 Calculated child care credit 0.00 0.00 26a Line 25a or 25b 10,208.54 0.00 Deviation (Line 27b) 26b Non-means tested benefits 0.00 0.00 Manual No No 26c Actual annual obligation 10,208.54 0.00 Amount 0.00 0.00 27a Deviation sole 0.00 0.00 Other options Yes No 27b Deviation shared -3,840.17 0.00 Offset obligations Yes No Time vs line 17 No No DECREE With Insurance Without Insurance Percentage 0.00% 0.00% 28 Final child support 7,767.08 6,368.37 Time vs line 23c/26c No No 29 For decree 660.21 541.31 Percentage 0.00% 0.00% 30 Final cash medical support 0.00 1,947.00 Include adjustments No No 31 For decree 0.00 165.50 Zero obligation No No

WEEKLY/MONTHLY BREAKDOWN Per Week Per Month Health Insurance Provided Per Child Total Per Child Total Child Support Obligation 74.68 149.37 323.63 647.26 Cash Medical Support 0.00 0.00 0.00 0.00 Processing Charges 1.49 2.99 6.47 12.95 Total 76.17 152.36 330.10 660.21 Health Insurance Provided Child Support Obligation 61.23 122.47 265.35 530.70 Cash Medical Support 18.72 37.44 81.13 162.25 Processing Charges 1.60 3.20 6.93 13.86 Total 81.55 163.11 353.41 706.81

The short form contains all the information from six pages of statutory worksheets as well as all the collateral information required to perform a calcula- tion. It also allows direct data entry so you can actually prepare a worksheet in seconds without excessive, annoying tabbing and scrolling.

Call us at 330-989-3165 or 330-485-3165 Page 10 www.puritas-springs.com Volume 2013, No. 1 Ohio Spousal Support

In addition to our normal Win- ITSE form across a range of 28 4. Set Spousal Support dows version, this application different spousal support is available in a native Mac amounts! We call it the Lifestyle This screen lets you deviate version. form because it provides an from any formulas or computer instructive comparison of each algorithms and set your own Think of it as a pretrial/trial party’s ability to meet essential spousal support amount to be preparation tool because it does and nonessential living used in the tax calculations, child more than simply calculate expenses at different levels of support, and expense spousal support. spousal support. Apart from the comparisons. You’re in control ITSE form, you’ll find this report of the calculation, not the Spousal Support/Alimony to be one of the most reveal- other way around. ing. In cases where spendable Following ORC § 3105.18(B), income doesn’t meet living 5. Child Support & Taxes Ohio Spousal Support Calcu- expenses, the analysis may lator (OSSC) provides a range benefit by being extended to Included in OSSC is a child sup- of potential spousal support distinguish between essential port calculator that is similar to amounts with a tax analysis and nonessential expenses. the one in Revised Ohio Child and income equalization con- Because the broken family Support Guidelines. What’s siderations. A complete child necessarily imposes the financial unique about it is that it is fully support calculation and needs- hardships related to supporting integrated into the spousal sup- based assessment of ability to two households on the income port calculation. Of course, at pay and sufficiency is also in- that previously supported one, the same time it’s doing all this, cluded. You can review the categorizing expenses as it is considering the tax conse- facts, results and rationale by essential or nonessential as- quences of the exchange and viewing its 40+ pages of forms sumes increased importance in incorporating the results into its and reports. an assessment of a party’s reports, i.e., the ITSE and Life- needs as it relates to the suffi- style forms. The Tax Issues 1. Income, Taxes, Support & ciency of a suggested spousal section has a breakdown of tax Expenses (ITSE) support amount to the recipient information related to who and the ability of the obligor to should take the dependency A comparison of the parties’ pay. A sample is on the Demos/ exemptions and how it affects income along with personal and Downloads page of our web site. both parties. When it’s best to living expenses (essential and split the dependency exemp- nonessential). Both before-tax 3. Statutory Considerations tions, you are notified and re- and after-tax information is ferred to the Child Dependency provided. Note that you can set More like a brief than an ac- Exemptions vs. Taxes report. a specific spousal support counting spreadsheet, this report amount and OSSC will give you sets forth the ORC § 3105.18(B) Companion CLE the same analysis on this form. criteria and relates the particular See the facing page of this is- facts and circumstances of the OSSC has a companion CLE sue. Note also that OSSC per- case to each. If you’re looking course. This course has been forms an income equalization for a factual basis to support or approved by the Supreme Court analysis that is accurate to argue against the court or op- of Ohio Commission on Continu- hundredths of a percent. posing counsel’s position, here’s ing Legal Education for 3.0 total the third place to look. CLE hours instruction. Note that 2. Support v. Lifestyle more than 2 hours of course content is incorporated in OSSC This report summarizes the at no cost. CLE credits must be information contained in the purchased separately. Call us at 330-989-3165 VolumeHusband: Ernest2014, ClesampleNo. 1 Law Office Computing Case No.: 13-9384 Page 11 Wife: Patricia Clesample Date: 4/25/2013 2012 Income, Taxes, Support & Expenses Description Husband Wife Total

This page was calculated using the following support amounts: Spousal Support Obligation 12,129 0 Child Support Obligation 6,888 0

Income Taxable Payroll—Wage/Bonus/Commission/etc. 0 30,501 Other Taxable Income Spousal Support (this marriage) 0 12,129 Spousal Support (prior marriages) 0 0 Other 70,916 0 Total Taxable Income 70,916 42,630 113,546 Percentage of Total Combined Taxable Income 62,456% 37.544% Nontaxable Child Support Received (this marriage) 0 6,888 Child Support Received (prior marriages) 0 0 Other 10 0 Total Nontaxable Income 10 6,888 Total Income 70,926 49,518 120,444

Taxes & Support Payments Taxes Federal 6,484 2,329 Earned Income Credit 0 0 FICA/Medicare 0 2,333 State 1,714 974 Local 0 410 Total Income Taxes 8,198 6,046 14,244 Support Payments Spousal Support This marriage 12,129 0 Prior marriage(s) 0 0 Child Support This marriage 6,888 0 Prior marriage(s) 0 0 Total Taxes & Support Payments 27,215 6,046 33,261

Total Taxable & Nontaxable Income Adjusted for Taxes & Payment of Spousal & Child Support 43,711 43,472 87,183 Percentage of Total Taxable & Nontaxable Income with Adjustments 50.137% 49.863%

Essential Personal & Living Expenses Lodging (except lawn/snow service) 0 4,800 Utilities (except cable tv, cellular srvc, long distance) 0 3,600 Food & Household 0 9,000 Transportation Car Payment 0 0 Other (lease, gas, oil, maintenance, bus, etc.) 0 8,400 Health (including health insurance) 0 0 Other insurance (excluding auto, home & health) 0 0 Child-related (i.e., tuition, books, not including support) 0 0 Miscellaneous (i.e., clothing, education, insurance) 0 2,280 Debt (i.e., loans, credit cards) 0 0 Total Essential Living Expenses 0 28,080 28,080 Percentage of Total Essential Living Expenses 0.000% 100.000%

Income/Deficit After Taxes & Essential Living Expenses 43,711 15,392 59,103 Total Nonessential Living Expenses 0 1,320 Income/Deficit After Taxes & Nonessential Living Exps 43,711 14,072 57,783

These figures are based on yearly spousal support of $12,129 as indicated in the gray title at the top of the page; however, you can analyze any level of support by manually setting the support amount. On this page you’ll see the tax consequences to the obligor and recipient. In addition, you’ll see if the support recipient is able to meet necessary living expenses at that level of spousal support. Just as important, you can also see whether the obligor is able both to make payments and to meet his or her necessary living expenses. Other potentially vital information is the comparison of the relative ability of the parties to meet not only necessary expenses, but also ordinary but nonessential expenses.

Call us at 330-989-3165 or 330-485-3165 Page 12 www.puritas-springs.com Volume 2013, No. 1 Smart Phone Ratings Uniform Domestic Relations Forms The Consumer Reports National Research Center tested 89 mod- In July 2010, the Supreme Court better forms more quickly and els and ranked them according of Ohio adopted new domestic efficiently allows you time for the to messaging, web browsing, relations forms enabling judges pursuit of additional billable battery life, camera image qual- and attorneys to enjoy state- hours, or simply more time to ity, and display size. wide uniformity in the mainte- yourself. Either way, you win. Verizon nance and presentation of finan- cial information, health insur- Features 1) Samsung Galaxy S4 ($200) ance, and other child-related 2) Samsung Galaxy S III information in family law pro- •Works in All Windows. Devel- ($100) ceedings. Developed by a sub- oped in and optimized for Win- 3) Motorola Droid Razr M (free committee of the Advisory Com- dows 8, Windows 7 and Vista, with 2-year contract) mittee on Children, Families, and UDRF runs in all 64- or 32-bit 4) Apple iPhone 5 ($100) the Courts, the forms were pro- versions of Windows. posed as a solution to the prob- 5) Samsung Galaxy Note II lems engendered by a system •Open & Save Files To Disk. ($200) where 88 counties had devel- Unlike PDF web forms, UDRF oped 88 different sets of forms in saves and opens your client Sprint family law cases. information on your hard drive— indispensable for making revi- 1) Samsung Galaxy S4 ($150) Better Looking Forms Faster sions. All UDRF forms reside in 2) LG Optimus G (free with 2- a single client file. year contract) Would you prepare a brief on 3) HTC One ($100) your typewriter? Of course not. •General Information Work- 4) Samsung Galaxy S III All law offices use word proces- sheet for assembling and auto- ($100) sors instead. One of the primary matically completing the com- advantages is the ease with mon, repetitive fields. 5) Apple iPhone 5 ($100) which revisions can be made. If clients were perfect and brought •Continuation Pages. For all T-Mobile (Price for first install- all the information you needed in the instances where you'll need ment based on two-year pay- the first appointment, and never them (and you will need them). ment plan) exaggerated or omitted any in- formation, you could probably •Auto-Math. UDRF takes care of 1) Samsung Galaxy S4 muck through with a typewriter. calculating and updating all your 2) HTC One But the real world isn’t like that. totals; if you make a change, the 3) Samsung Galaxy S III Uniform Domestic Relations totals are updated instantane- 4) Apple iPhone 5 ($100) Forms (UDRF) allows you to ously and automatically. make changes, corrections and 5) Samsung Galaxy Note II additions quickly and easily with- •Auto-Text-Fit. If you've got a bit out messy white-out, or mis- more information than will fit on matched or misaligned type- AT&T a line, UDRF will automatically writer fonts. With UDRF you just shrink the font size until it fits. 1) Samsung Galaxy S4 ($200) type ´n go—from zero to printed 2) Samsung Galaxy S 4 Active document in record time. •Exports all forms (blank or 3) LG Optimus G ($50) completed) to your word proc- Saving Time Means Saving $ essor for printing, faxing, 4) HTC One ($200) emailing or making PDFs (PDF- 5) Samsung Galaxy S III The creation of professional making functionality dependent ($100) looking forms can be considered on your word processor or own- an end in itself, but producing ing Adobe Acrobat). Call us at 330-989-3165 Volume 2014, No. 1 Law Office Computing Page 13 Document Index  Answer Family Law Practitioner’s Apprentice  Arrearages, Agreed Motion to Correct  Arrearages, Judgment Entry Mrs. Jones, you’ve got a In other words, once you enter on Motion to Correct lovely son, - er, daughter the parties’ names and case number in the worksheet, the  Bond, Judgment Entry - If you’ve taken the first step to- information populates all the Order to Post wards automating your family included forms automatically.  Child Support, Motion to law practice, you created word Formatting and typing captions Modify processing templates that you is a thing of the past. When it’s  Continuance, Judgment use to generate Separation correct the first time, you save Entry on Motion for Agreements or Judgment En- time. No more brainless gram-  Continuance, Motion for tries. Templates are good, but matical errors in an otherwise  Counterclaim they have several drawbacks. perfect document.  Dissolution of Marriage, Judgment Entry on Petition One is that changes related to Going Global gender and number can be diffi-  Dissolution of Marriage, cult to track. For instance, have The faster you can generate Petition for you ever reviewed a document perfect documents, the more you  Divorce, Complaint for at court and noticed an embar- save in case preparation and  Divorce, Judgment Entry on rassing, typographical error, like staff time. That’s why we give Complaint for referring to the husband as you the added ability to (1) set  General Information “she?” Or making a reference to global defaults via our De-  Health Insurance “children” when the parties have fault.flp file and (2) modify the Investigation Form only one child? Over the years, program templates to customize  Motion for Specific Acts familiarity with these documents documents for your specific makes errors increasingly diffi- uses. So, if you have certain,  Parental Rights and cult to spot. customized provisions in a par- Responsibilities, Motion to ticular document, you could alter Modify Allocation of Another drawback relates to the corresponding document  Pretrial Statement global variables—that is, infor- template to include your specific  Relocate, Notice of Intent to mation that remains constant language—permanently.  Residential Parent, Affidavit from one document to the next in  Restraining Order, Motion & the same case (for example, the Better Documents Faster Affidavit for Temporary case number, the parties’ names  Restraining Order, and addresses, and a host of The whole point of FLPA is to Temporary other items). With FLPA, from produce better documents the initial complaint to the faster and present them to you  Separation Agreement final judgment entry, you’re in your word processor. That  Shared Parenting Agreement never required to enter makes it especially user-friendly  Show Cause, Motion to information more than once. to law offices. Why law offices  Standard Visitation specifically? Because regardless Guidelines FLPA handles these issues by of computer skills, they are ex-  Support Pendente Lite, having you make one-time se- pert word processors! After all, Answer to Motion for lections as to the gender of the documents are a law office’s  Support Pendente Lite, parties and then FLPA consis- stock-in-trade. Financial Disclosure Affidavit tently changes all the nouns, pronouns, verbs and adjectives For more details visit the FLPA  Support Pendente Lite, to agree with your selections. page of our web site. Click on Motion for, with Notice Other basic information is han- the Family Law button.  Temporary Custody, Motion dled similarly and globally.  Withholding, Judgment Entry - Order to Terminate Call us at 330-989-3165 or 330-485-3165 Page 14 www.puritas-springs.com Volume 2013, No. 1

Cleaning Up Your Contacts Basic Ohio When you get a new phone, the first thing you likely want to do is Web Forms cally and instantaneously. In transfer your contacts to your seconds. new device. However, now pro- We’re sometimes asked what viders usually charge you for this the difference is between our 3. Using web forms is slow service— not cool. So here is a probate program and the court’s and mistake-prone. It goes free or almost free way to trans- web forms. It’s a legitimate ques- without saying that if you can fer your contacts or simply clean tion and the answer in two words make one change instead of a up an old list that is just simply is—speed and efficiency. That dozen, you can work faster. too outdated. means preparing probate forms Also, when you’re not re-typing, quickly and professionally. All you don’t risk making a mistake. Step 1: Install an app that lets successful probate practices, Get it right once and that data you merge or delete redundant large and small, use software to automatically transfers to all the contacts. For iOS, there is prepare their forms. Here’s why: necessary forms. Cleanup Duplicate Contacts ($1) or for Android, Go Contacts Pro 1. With the court’s web forms, 4. The Court’s PDF forms can- (free). Or you can tough it out changes made after a form is not be saved when completed. and delete the ones you don’t completed are time- Unless you own Adobe Acrobat want manually. consuming and difficult to ($500), you can’t save com- make. Perfect clients are few pleted web forms; you can only Step 2: Store your data. The and far between. The informa- print them. Even with Adobe, easiest way to do this is to make tion clients bring in is sometimes only individual forms can be them available via your e-mail inaccurate and needs to be cor- saved easily. So at the end of account. For example, in rected, or trails in late and must the probate case, you have your you may already find your con- be added. With the court’s web client information scattered in 40 tacts if your account is already forms, if you need to make different files! With WBOPF, all synced. Go to , if changes, you have two choices: your probate data is in one file. It you’d like to sync your account either do it over or white it out can be saved, copied, and trans- with your mobile device. and correct it on a typewriter. ported easily. With WBOPF, it’s like using a Step 3: Export. If you found your word processor. Make the 5. Continuation pages. Try contacts in your e-mail account, change and hit the print button. doing a multi-page inventory or skip this step. Otherwise, on Changes and corrections are account using the same web iOS, download My Contacts global. That means that you can page over and over. It makes Backup. On Android, go to the make one correction and every- any easy job hard and error People app, select Import/Export where that information reap- prone. With WBOPF, you just > Export to Storage. E-mail the pears it is updated. add assets and expenses. Con- VCF file to yourself. tinuation pages, subtotals and 2. Web forms don’t update everything else are handled Step 4: Start fresh. With your dynamically. Change a figure in automatically. contacts safely saved, remove an inventory or accounting and your contacts from your phone. you’ll be recalculating all the dependent subtotals and totals. Step 5: Upload. Log into your Once you’ve made the neces- webmail inbox from your desk sary recalculations, you’ll need Main Window. WBOPF has a and import the .VCF files. In to retype the PDF form or use convenient Main Window that Gmail go to Contacts > More > white out. With WBOPF, you combines helpful information correct the property value (or with one-click access to all the whatever) and all relevant subto- probate forms and worksheets. (Continued on page 15) tals and totals update automati- You won’t need training or in- Call us at 330-989-3165 Volume 2014, No. 1 Law Office Computing Page 15 Probate Forms (Continued from page 14) structional videos. Just start at true single entry system. the top and work to the bottom. Import and select the .VCF file Next of Kin & Legatees. Over  Capable of sending forms you downloaded. half the standard probate forms to your word processor for involve the spouse, kin and lega- review, formatting and printing, Step 6: Clean and delete. Look tees, so your probate program or spell-checking, grammar- through your list and do the should complete all the neces- checking, emailing, faxing, necessary trimming. sary notices, consents and making PDFs, etc. The function- waivers. WBOPF does exactly ality of your word processor is Step 7: Fill your phone. Set that. If you have 40 beneficiar- the only limitation. If you’ve your contacts list to stay in sync ies, WBOPF completes all the never used this function, you with your phone. In iOS, go to appropriate notices, consents don’t know what you’re missing. Settings > Mail, Contacts, Cal- and waivers, etc. with a mouse endars. Log in to your e-mail click.  Inventory and Accounting account and flip the Contacts form entries are automatically switch to On. For Android, go to Quality Not Quantity. Instead of sorted by category. settings > Add account and log paying for hundreds of forms onto Google (or other e-mail) that you don’t use or that are  Modifiable templates for account with your newly organ- incorrect, we give you the com- case-specific customization. ized contacts. Make sure Con- plete set of “Standard Probate tacts sync is turned on. Forms” as defined and prom-  Visit our web site and try our ulgated under Rules 51 and 52 free, fully functioning demo. When I replaced a very out- of the Supreme Court’s Rules for The site also has screen illustra- dated phone from the 3G net- the Superintendence of Ohio tions together with some sample work to a new Android on the Courts. That includes every forms. 4G network, I found it very help- standard decedent’s probate ful to go to the provider website form. All printouts comply with for detailed instructions con- the typographical specifications. cerning my contacts. Check out your providers website and Features Cuyahoga, Franklin, Hamilton search “transfer contacts” to find more information.  A Next Generation program The last time we checked, about that’s designed for Windows 8, 22,000 of Ohio’s 38,000 active Windows 7 and Vista. attorneys were practicing in the big three counties. Each one  Handles calculations works like WBOPF, the main automatically; most forms difference being the addition of complete themselves! This county specific forms. Included includes not just the mathemati- are forms that are not necessar- cally-oriented forms like the in- ily probate forms, but are often ventory and accounting forms, used in conjunction with probate, but also all consents, waivers i.e., enclosure letters, transfer and notices. documents, etc. If you’d like a complete list of the included  Exports probate files to the forms, visit our web site, go to Ohio Estate Tax program that the WBOPF page, and then the can, in turn, export client data to desired county (hyperlinks are the U.S. Estate Tax program—a near the top).

Call us at 330-989-3165 or 330-485-3165 Page 16 www.puritas-springs.com Volume 2013, No. 1 Following Our Own Advice Ohio Estate Tax In one of our feature articles we list some technology tips that Although the need for this pro- Tax (WOET) is still available if law offices could use to better gram is greatly diminished due you need it for handling an es- organize their computers. One to the repeal of the Ohio estate tate tax with a late 2012 date of of the suggestions was to delete tax which went into effect on death or for filing tardy returns. unnecessary temporary files January 1, 2013, Ohio Estate from Windows’ Temp and Tem- porary Internet Files folders. The perfect test subject was a 2007 Vista computer that was Included Forms & Schedules still on the front lines (so to speak) but getting slower all the Form 2 Ohio Estate Tax—Page 1 Form 3G Resident GST Tax time. One thing we had been Recapitulation—Page 2 Form 3N Nonresident Additional Tax ignoring was the Computer Information—Page 3 Form 4 Nonresident Estate Tax window which disclosed that the Schedule A Real Property Form 5 Estate & Additional Tax … C: drive was 85% filled. When Schedule B Stocks and Bonds Form 12 Application for Consent we inspected the two folder Schedule C Mortgages, Notes and Cash Form 12-A Nonresident Appl for Consent mentioned above, there were Schedule D Insurance Form 13 Appl for Consent to Transfer just under 23,000 files in the Schedule E Part I—Joint & Survivorship Form 14 Tax Release Temp folder dating back to Part II—Joint & Survivorship Form 14-A Nonresident Tax Release 2007 when we bought the com- Schedule F Other Miscellaneous Property Form 17 Estate & Additional Tax … puter. The Temporary Internet Schedule G Transfers During Lifetime Form 18 Close Corporation Valuation Files folder had about 10,000 files. To see if following this Schedule H Powers of Appointment Form 21 Application for Certificate … advice would improve things, Schedule I Annuities, Pensions, Retirement Form 22 Certificate of Estate Tax … we deleted most all of these Schedule J Debts & Administrative Exps Form 24 Certificate of Subordination … temporary files excepting those Schedule K Charitable Bequests Form 34 Qualified Farm Property ... that had been modified or cre- Schedule M Part I—Bequests to Spouse Form 35 Worksheet for Developing … ated within the last year. The Part II—Bequests to Spouse Form 36 Qualified Farm Property ... results were …. Form 2X Amended Ohio Estate Tax Form 41 Application for Extension Form 3 Ohio Resident Additional Tax

The Solution—Version 8

 Print shop quality printed valuations (your own ISP is forms. Approved by the Ohio required). Department of Taxation.  Imports Probate (WBOPF)  Main Window. Combines the file information. features of a tutorial with the  Auto-fit Text. WOET shrinks freedom of the Windows your answers to fit in the allot- menu. ted space.  Vista compatible. WOET  Sends forms to your word runs in all versions of Win- processor for further editing, dows including 8, 7 and Vista. spell-checking or formatting.  One-click access to on-line stock and mutual fund

Call us at 330-989-3165 Volume 2014, No. 1 Law Office Computing Page 17 Where to buy com- U.S. Estate Tax puters Where you buy your next com- With U.S. Estate Tax (W706),  IRS-approved—your printed puter may help you determine we followed the Puritas Springs forms look print-shop- which brand, model, and/or Software philosophy—create an perfect on any printer. features are best for you. You’d easy-to-use, reasonably priced likely prefer a retailer with suffi- program for small- and medium-  All calculations are per- cient selection and service. Also sized law offices. The rest will formed dynamically and advantageous is the advice take care of itself. W706 is an- automatically. from knowledgeable sales staff other component of our Probate and positive previous experi-  Includes Schedules A Triple Pack. The Triple Pack is ences. Keep in mind that return through R-1, worksheets designed to let you take probate policies and restocking fees (Ln 9 & TG), and 20 custom information, export it to Ohio vary among stores and sites, so continuation pages for better Estate Tax, and finally to check them out before deciding organization and more profes- W706—all from a single set of where to shop. entries! If there was ever a pro- sional looking printouts. In a survey, Apple received high bate time saver, the triple pack is  Worksheets for beneficiaries, scores for its website and walk- it. See the products and prices assets and debts. Each allows in stores due to its product se- listed on the inside back cover you to work with centrally lection and service. High scores for the discounted Triple Pack located information that you were given to independent local price. can effortlessly stores. Individuals who pur- enter and change.  Windows 8, chased directly from manufac- Windows 7 &  Check Return turers enjoyed the ability to Vista compati- reviews nearly 100 customize features. ble, but runs in rules and remind- Retailer ratings reflect the over- all versions of ers for testing a tax all satisfaction with the shopping Windows. return before filing. experience and are not limited to selection of computers, price, and service (including knowl- edge and helpfulness of staff for walk-ins and usability for web- In Good Humor sites). Top 3 Websites/Catalogs: A paralegal, an associate and a cruising in a yacht with Brad Pitt. 1) Amazon.com partner of a very prestigious law Poof! She’s gone. 2) Newegg.com firm are walking through a de- 3) Costco.com serted city park and they find an “Me next! Me next! Says the Top 3 Manufacturer websites/ antique oil lamp. Together they associate. “Iwant to be in Ha- catalogs: rub it and a genie appears in a waii, relaxing on the beach with cloud of smoke. a professional hula dancer on 1) Apple.com one side and a Mai Tai on the 2) HP.com The genie says, “I usually only other.” Poof! He’s gone. 3) Toshiba.com grant three wishes, but under Top 3 Walk-in stores: the circumstances instead I’ll “You’re next,” the genie address give each of you just one. the partner. 1) Apple Store 2) Independents “Me first! Me first! Says the para- The partner barks, “I want those 3) Costco legal. “I want to be in Jamaica, two back in the office after lunch.” Call us at 330-989-3165 or 330-485-3165 Page 18 www.puritas-springs.com Volume 2013, No. 1 Ten Cool Computer Accessories U.S. Income Tax for Estates & Trusts

1) No use crying over a spilled How can we sell a Form 1041 commonly-filed returns, our on keyboard thanks to a program for $49.99? W1041 program is perfect! washable keyboard made Because we designed it specifi- Mandatory Electronic Filing by Logitech.com ($39.99) cally for non-professionals and A return is considered filed by a small- to medium-sized law of- 2) Keep your laptop cool with tax return preparer if the pre- fices doing simple returns for parer submits the return to the the Thermaltake Massive small- to medium-sized estates IRS on the taxpayer's behalf. For TM Laptop Cooler which and trusts. That means U.S. example, the act of submission Income Tax for Estates & features two 120mm fans includes the preparer dropping Trusts (W1041) is meant to that are regulated by four the return in the mailbox for the handle the returns that law of- temperature sensors that taxpayer. Acts such as providing fices typically prepare. W1041 filing or delivery instructions, an measure heat output. A gives you the ability to prepare addressed envelope, postage digital readout displays professional-looking, simple estimates, stamps, or similar temperature, and buttons returns at a low cost, making it acts designed to assist the tax- worth your while to do the easy let you adjust fan settings. payer in the taxpayer's efforts to returns yourself without out- ($24.99, Amazon.com) correctly mail or otherwise de- sourcing them. liver an individual income tax 3) Check out these cool col- The reality for most law offices is return to the IRS do not consti- ors. Water Dancing that complicated returns are tute filing by the tax return Speakers dance to the beat typically referred to specialist/ preparer or specified tax return of your music. Four multi- preparers anyway, so why spend preparer as long as the taxpayer colored LEDs create an big bucks for a program that’s actually mails or otherwise deliv- designed to handle those types ers the paper individual income attractive light show. of returns? For the other 99% of tax return to the IRS. ($15.51, Amazon.com) 4) Need more USB outlets? Try the Satechi 7-Port Included Forms & Schedules Premium USB Hub. It will add 7 more USB ports to Forms & Schedules Worksheets your computer. It is de- Form 1041 U.S. Estate & Trust—Page 1 Form 1041-ES Estimated Tax signed for the iMac, U.S. Estate & Trust—Page 2 Schedule D Unrecaptured Sec 1250 Gain Schedule A Charitable Deduction Schedule D Tax Worksheet MacBook Air, MacBook Schedule B Income Distribution Deduction Schedule D Qualified 5-Year Gain Pro, MacBook, and Mac Schedule G Tax Computation Schedule D Capital Loss Carryover Mini. ($54.99, Ama- Schedule I Alternative Minimum Tax Schedule D 28% Rate Gain zon.com) Schedule J Accumulation Distribution ... 5) If you can’t get enough Schedule K-1 Beneficiary’s Share Continuation Schedules Form 1041-A Informational Return Form 1041 Line 1 Interest Income iPhone accessories, you Form 1041-ES Estimated Tax Vouchers Form 1041 Line 2a Dividend Income may want to check out a Form 1041-QFT Qualified Funeral Trusts Form 1041 Line 15a Other Deductions Full-Size Keyboard for the Form 1041-T Allocation of Estimated Payments Form 1041 Line 15b Subject to 2% iPhone. It allows you to Schedule D Short-Term Capital Gains input text into your phone Schedule D Long-Term Capital Gains Miscellaneous (Continued on page 19) Complete published IRS Instructions for Form 1041 & associated schedules. Complete IRS Publication 950-Introduction to Estate & Gift Taxes Call us at 330-989-3165 Volume 2014, No. 1 Law Office Computing Page 19

(Continued from page 18)

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Call us at 330-989-3165 or 330-485-3165 Page 20 www.puritas-springs.com Volume 2013, No. 1 Computer Ratings Ohio Adoption Forms Desktop computers All-in-One Ohio Adoption Forms—  Exports all forms (blank or 1) XPS 27 Touch ($1600) Version 3 (WAdopt3)—a good completed) to your word choice for you. processor for printing, faxing, 2) ET2702-03 ($1800) emailing, spell-checking, FEATURES 3) HP Envy 23-d150 ($1250) grammar-checking, or mak- ing PDFs. 4) Toshiba PX35T-AST2G01  Adult Adoption Forms In- ($1300) cluded – Forms 19.0, 19.01  For Windows 8, Windows 7 5) Lenovo IdeaCentre A730 and 19.1 are included in addi- and Vista. ($1450) tion to the standard probate  Future minor upgrades can adoption forms. See the com- Full-sized be downloaded free automati- plete list of forms. 1) Dell XPS 8700 Special cally. Edition ($1850)  New General Information  For the distinct advantages Worksheet for managing, 2) Dell XPS 8700 ($800) of our smart forms over the assembling and automatically 3) Acer Aspire ($650) completing the adoption court’s web forms, see page 4. 4) Lenovo IdeaCentre K450- forms. 57317212 ($600)  New Accounting Worksheet. 5) HP Envy 700-010 The new accounting Laptop Computers worksheet is easier to 10 to 13-inch laptop/tablet com- use than ever before. bos  Auto-Text-Fit. If 1) Dell XPS 12 Convertible you've got a bit more Touch Ultrabook 4th gen. information than will ($1200) fit on a given line, 2) Dell XPS 12 Convertible WAdopt3 will auto- Touch Ultrabook 3rd gen. matically shrink the ($1100) font size until the text 3) Sony Vaio Duo 13 Ultra- fits the designated book ($1400) field to give your forms a clean, profes- 13-inch sional look. 1) Sony Vaio Pro ($1250) 2) Apple MacBook Air ($1000) 3) Book 9 ($1100) Included Forms & Schedules 15 to 16-inch 1) Apple MacBook Pro General Information Worksheet Form 18.9 Petitioner’s Account ME664LL/A ($2200) Form 18.0 Petition for Adoption of Minor Form 18.9 Petitioner’s Account Con’t Pg 2) Samsung Ativ Book 8 Form 18.1 Judgment Entry Setting Hearing Form 19.0 Petition for Adoption of Adult ($1200) Form 18.2 Notice of Hearing Form 19.01 Judgment Entry ... 3) Apple MacBook Pro Form 18.3 Consent to Adoption Form 19.1 Final Order of Adult Adoption MC975LL/A ($1900) Form 18.4 Judgment Entry Finding ... Petition of Foreign Adoption Form 18.5 Interlocutory Order of Adoption Consent to Name Change Form 18.6 Final Decree of Adoption … Affidavit of Adopted Person Form 18.7 Final Decree of Adoption … HEA 2757 Certificate of Adoption Form 18.8 Adoption Certificate for Parents Adoption Expense Worksheet Call us at 330-989-3165 Volume 2014, No. 1 Law Office Computing Page 21 Got Ink? How much are you spending in Ohio Guardianship Forms printer ink per year? Have you spent more money in ink than Six Years of Free Upgrades? processor for printing, faxing, the cost of your computer and emailing, spell-checking & printer? Well, according to Con- That's what our old Ohio grammar-checking, or mak- sumer Reports, this could be the Guardianship Forms (WOGF) ing PDFs. result of your printer consuming users received when they pur- ink even when it is not even chased WOGF in 1998. Of  Future minor updates can be actively printing. course, we can't guarantee that downloaded free automati- Researchers tested more than the guardianship forms won’t be cally. twenty-five printers to measure overhauled by the government how much excess ink was used next week, next month or next  For the advantages of our to print pages occasionally ver- year; but, if history means any- smart adoption forms over the sus printing the same amount of thing, you'll get excellent mileage court’s web forms, see page 4 pages all at once. from WOGF—Version 4. During of this issue. the extended life cycle of prior The printer that appeared to be versions, we were happy and Don’t Repeat This! the most economical with ink able to provide our customers was the Brother DCP-J140W. with free upgrades and no an- Enter basic information once. The two machines with the high- nual maintenance fees. A very WOGF automatically completes est excess usage were a Lex- consumer-friendly record. the forms based on your entries mark and an HP. These printers (i.e., guardian and ward’s name, used about five times more ink in occasional use compared with Features address, etc.). Enter assets and expenses once. Send the continuous printing. But who has the time for continuous printing  For Windows 8, Windows 7 entries to the appropriate forms these days? and Vista, 64- and 32-bit ver- by pointing and clicking. That sions. means entering lengthy real Most people desire a printer that estate legal descriptions and like is consistently frugal with ink and  Attorney Fees. WOGF keeps items only one time. performs well overall. track of your time and services These are the top five printers Virtually Unlimited Form Cop- and prepares an Application that meet this mark: for Attorney Fees with sup- ies and Continuation porting itemized statement. Schedules. Complete, display 1) Brother DCP-J140W and print nearly limitless 2) Epson XP-800  One click access to on-line multiples of most waivers, stock and mutual fund notices, bank certificates, etc. 3) Brother MFC J4510DW valuations. The same goes for continuation pages of the inventory and 4) Brother MFC-J4410DW  Conservatorships – including accounting forms. 5) HP Envy 120 Forms 20.0 through 20.2. Want A Discount? You can  Revised worksheets for han- now purchase WOGF as part of dling financial information. our Probate Combo or Probate Triple Pack and receive an ad-  Auto-Text-Fit. WOGF will ditional discount from the al- automatically shrink text to fit ready low price. See page 47 in the allotted space. (the inside back cover) of this issue for price information.  Exports all forms (blank or completed) to your word

Call us at 330-989-3165 or 330-485-3165 Page 22 www.puritas-springs.com Volume 2013, No. 1 A smart way to get Wrongful Death & Minor’s Claims organized Get organized using your Smart- Here’s a short list of handy fea-  Auto-Text-Fit. If you have a phone. tures that make Wrongful Death bit more information than will iOS & Minor’s Claims—a good fit in a form’s given space, choice for preparing your pro- WMinor4 will automatically Have you heard of Orchestra? bate forms. shrink the font size until the In this app, tasks can be added text fits. through typing, voice dictation, FEATURES or email, and you can collabo-  For the many advantages of rate with others, even if they do  Automatic form completion– our smart probate forms over not have the app. you complete our worksheets, the court web forms, see page Evernote is a digital filing cabi- and WMinor4 completes the 4 of this issue. net for note-taking. You can add forms, including both text and voice or photo notes and the app math.  For Windows 8, Windows 7 will accurately transcribe them and Vista, 64- and 32-bit ver- into searchable text.  Time & Services Work- sions. Fantastical makes scheduling a sheet—prepares a computa- breeze. You can add events in tion of attorney fees with item-  Network Versions Available plain language, import Facebook ized statement and Applica- at a discount. Share the same events, and sync with tons of tion and Judgment Entry. set of files and backup from web-based calendar services. one location. Call for details. Checkmark reminds you of  Export forms to your word important tasks at a convenient processor for spell-  Download minor updates time, like suggesting you mail checking, grammar- free automatically. See web that letter when it senses you checking, printing, faxing, site for free upgrade eligibility are about the pass the post of- emailing, editing or making details. fice. PDFs. Android Make your to-do list using Any.Do. You can add, remove, Included Forms & Schedules and prioritize tasks using simple gestures. If you miss a call, the Wrongful Death Form 22.1 Waiver & Consent app can alert you to return it or Form 14.0 Application to Approve … Entry Approving Settlement offers to send a prewritten text. Form 14.0 Kin Continuation Page Verification of Receipt … stores reminders, Form 14.0 Claimant Continuation Page Verification Continuation Page lists, images, voice notes, etc. in an instant. It also keeps all your Form 14.01 Entry Setting Hearing Report of Distribution entries easily accessible. Form 14.1 Waiver and Consent Miscellaneous Form 14.1 Continuation Page General Information Wrksht Agenda Calendar displays only events happening in the immedi- Form 14.2 Entry Approving Settlement Settlement Accounting Wrksht ate future. Form 14.3 Report of Distribution Time & Services Worksheet practically reads Form 14.3 Net Proceeds Continuation List of Medical Expenses your mind. By studying your Form 14.4 Entry Approving Report … List of Suit Expenses email and search history, it Fiduciary List of Time & Services learns what’s important to you Form 15.7 Application for Authority … Retainer Agreement and pushes it to your screen. Minor’s Claims Application for Attorney Fees Form 22.0 Application to Settle … Judgment Entry … Form 22.01 Entry Setting Hearing

Call us at 330-989-3165 Volume 2014, No. 1 Law Office Computing Page 23

A is for apple Loan Amortizer and awesome Apple has come out on top in the This new version has everything Balloon Payments ratings for computer technical you could want or need in loan support. It scored far higher than amortizing software. Amortizer2 handles balloon the other big companies for as- payments better than most am- pects that make for successful Previewing/Printing ortization programs. Instead of online and phone support: ease scanning page upon page of of contacting staff, clarity of ad- hard copy, Amortizer2 has the If you’re preparing real estate vice, technical knowledge, pa- documents and need to amortize balloon amount up top where tience, and time for follow-up. a loan to obtain the monthly you can see it. payment amount, Puritas There was stated to be high Springs Software’s Loan Am- Consumer Friendliness satisfaction with Apple’s in- ortizer—Version 2 house technical support service, (Amortizer2) will take care of all Here’s a neat feature. Click the the Genius Bar. Apple was able your needs. You won’t just get Impact of making extra mort- to solve more than 80% of their the bottom line numbers like gage payments button and computer issues. The makers of some calculators provide. Amor- you’ll see a dialog like the one Windows-based computers said tizer2 gives you an itemized below. Enter the amount of extra the staff’s patience, knowledge, spreadsheet view of each and payment and Amortizer2 will tell or clarity was fair at best. every payment in the entire you how much you save over the Note, if your computer is in poor schedule. It’s compatible with all life of the loan. condition, it’s better to confer on Windows word processors. the phone or via live chat than to seek infor- Excellent Length of Service mation on a website. Owners of Version 1 enjoyed Top 3 Manufacturers seven years of free upgrades for technical support: with no annual maintenance 1) Apple fees or other charges. Effec- tive Cost of Ownership—just 2) Local Independ- over $5 per year. ents 3) Lenovo

Call us at 330-989-3165 or 330-485-3165 Page 24 www.puritas-springs.com Volume 2013, No. 1 Cloud Ethics

In a monthly email in 2013 we or forum, or limitation on dam- •Recognizing that some data will described our experience with ages? require a higher degree of pro- cloud computing and in the tection than other data, will I •Likewise, does its EULA grant it course of the article we men- have the ability to encrypt certain proprietary or user rights over tioned that we could think of data using higher level encryp- my data? potential security issues with tion tools of my choosing? respect to the storage of confi- •What is the cost of the service, dential information at remote how is it paid, and what happens locations managed by third par- in the event of nonpayment? ties. One of our readers was kind enough to refer us to an •In the event of a financial de- fault, will I lose access to the American Bar Associations web data, does it become the prop- site article on this very issue. What follows is a list of ethical considerations compiled by the Iowa Committee on Practice Ethics and Guidelines (Ethics Opinion 11-01). The list refers to “SaaS” companies which means software as a service. So they’re including a lot more than simple storage, i.e., the application itself is on the cloud and you access the application via your browser. erty of the SaaS company, or is the data destroyed? •Will I have unrestricted access to the stored data? •How do I terminate the relation- ship with the SaaS company? •Have I stored the data else- where so that if access to my •What type of notice does the data is denied I can acquire the EULA require? data via another source? •How do I retrieve my data, and •Have I performed due diligence does the SaaS company retain regarding the company that will copies? be storing my data? •Are passwords required to ac- •Is it a solid company with a cess the program that contains good operating record, and is its my data? service recommended by others •Who has access to the pass- in the field? words? •In which country and state is it located, and where does it do •Will the public have access to business? my data? •If I allow nonclients access to a •Does its end user’s licensing agreement (EULA) contain legal portion of the data, will they have restrictions regarding its respon- access to other data that I want sibility or liability, choice of law protected?

Call us at 330-989-3165 Volume 2014, No. 1 Law Office Computing Page 25 Computer Deed & Document Pro Security

Here’s why this little program is to the next level. With global one of our best sellers. defaults you can now set cer- According to Consumer Re- tain defaults, i.e., county name, ports, most free software should Wizards — One click and Deed year, etc., for all 80 documents provide sufficient protection. & Document Pro’s (WDeed) at the same time. You can also add anti-spam Document Wizard takes you software if your e-mail program through your document step-by- Twice the Documents — We is letting through too many un- step, asking simple questions doubled the number of docu- wanted . and providing examples of the ments from the previous version. information requested. In order to add useful docu- Avast Free Antivirus was the ments, we took a survey of our most effective in the free cate- Live Document Window. WDeed users and received ex- gory at detecting malware. WDeed isn’t a black box that cellent suggestions concerning When paired with a firewall such pops out a complete deed or the documents law offices use as Windows’, it provides decent document. It has a “live” window most. As a result, there are now protection. Avira Free Anti- where you can see your docu- almost 80 deeds and docu- virus offered good, basic pro- ment come together as you pro- ments. Visit our web site for a tection and excelled at taking ceed. What’s more, it permits complete list. the right course of action when you to edit the document in that a treat was presented. Both free window and gives you a history Saving Your Wizard programs do tend to advertise button allowing you to back Answers— WDeed gives you for the sales of their pay ver- through each step of the docu- the option of saving your Wizard sions. ment building process. Very, answers. This is useful when very cool! you want to redo a document For extra protection and fea- without answering the Wizard tures, the top security suite was Word Processor Compatibility questions a second time. This is said to be G Data which was — Another click of the mouse also useful when you have simi- excellent at blocking online and you’re in your word proces- lar but different documents. With threats. In second place was sor looking at a completed docu- this feature, you preload your ESET, which protected well and ment. Old English fonts, charac- prior answers and change only had the least impact on the ter and paragraph formatting, those that need it. Think recipro- computer’s performance. In spell-checking and grammar- cal wills with one mouse click. third place was F-Secure which checking; anything is possible. was relatively inexpensive and The only limit is your word proc- Network Friendly — No, this is had the most effective firewall. essor, and today’s word proces- not a network program, but it’s sors don’t have many limits. easy to set up for network cen- tralization of documents and Customizable Documents and templates. The two advantages Defaults — Not only can you of this method are document preset unchanging information sharing and simplification of the like the preparer’s name, ad- backup process. Please give us dress, etc., you can also edit the a call for multi-user licensing. document templates themselves to add the customized language Quick-Create Buttons — A that your office uses. See the range of buttons exist for starting gray bar to the right. the Document Wizard and creat- ing your documents with one Global Defaults — We took the click of the mouse. concept of the default answers Call us at 330-989-3165 or 330-485-3165 Page 26 www.puritas-springs.com Volume 2013, No. 1 10 Facebook Safeguards Official Bank Do you have a love hate rela- creditor information (name tionship with Facebook? It’s Just One Look and address, etc.) together great to be able to get in touch with related claim informa- with an old friend with the click of The Main Window is your tion (date of claim, amount your mouse. But do you know MapQuest roadmap for process- of claim, etc.). Forget about who has been face stalking you? ing a bankruptcy filing. From top the various schedules and Be persistent in protecting your- to bottom, beginning to end, the continuation pages. All your self to keep your experience outline or tree view logically creditor/claim information is both enjoyable and safe. organizes data entry. Think of it in one place—on the Credi- as having the manual and tuto- tor Worksheet. 1) Do not place personal rial built right into the program. information on your Face- 5. Statement of Affairs—this book profile. Items such as Main Window Tour is the third and last work- your residential address, sheet where you enter an- phone number, date of birth Start by clicking on the [+] to the swers to the questions in can be free for anyone to left of the Start Here item to the Statement of Affairs. see. Check constantly to begin. You'll see: make sure you are not dis- 6. Current Income— playing personal informa- 1. General Information—this Schedule I—the schedule tion. The risk of identity is nothing more than a help appears on your screen and theft or being tracked down screen, like the Getting you enter your answers line by others is too great. Started screen. It outlines by line. the data entry process and 2) Be careful when posting provides information about 7. Current Expenses— photos. Ensure that you the importance of complet- Schedule J—same as have all your privacy set- ing the Voluntary Petition Schedule I, but for ex- tings set to maximum. first. penses.

3) Your Facebook page is 2. Voluntary Petition & Ex- You will have a pretty good feel not just private amongst hibits—this step involves for using the program simply by only your friends and completing the multi-page looking at the steps outlined in family. You never know Voluntary Petition along with the Main Window. who else may have access any applicable exhibits. to your page, so be wary of Bankruptcy Processing what you post. 3. Property & Exemptions— Send to Word Processor this is where you list the 4) Do not accept all Friend debtor’s property. Regard- WBank’s ability to send your Requests. Not every friend less of whether the property bankruptcy petition, including request is legitimate. There is real estate or personal all forms and schedules, to have been reports of private property, all property is your word processor as a sin- investigators, police offi- listed in one place—the gle, editable document opens cers, sex offenders, and Property Worksheet. You many doors. Reviewing, format- others creating fake ac- will also select your exemp- ting, spell-checking, grammar- counts to gain access to tion information here. The checking, printing, emailing, you online. Think before statutory exemption infor- faxing, making PDF files—it’s all you accept your next re- mation is modifiable. possible from your word proces- sor. You’re in control at this 4. Creditors & Debts—this is point. You can make decisions (Continued on page 27) where you enter all your about where answers are placed Call us at 330-989-3165 Volume 2014, No. 1 Law Office Computing Page 27

(Continued from page 26) ruptcy Forms quest. Do you really know this person? and how they are formatted. If Print-Shop-Perfect Forms something needs to be changed, 5) Keep a clean profile. Al- you don’t think about it, you sim- WBank's printed output is un- ways monitor what others ply do it. This useful feature lets paralleled thanks to new design may be posting about you you make changes that are not and layout techniques for ren- that could harm your pro- possible in WBank itself. Using dering the various forms and fessional or personal life. Send to Word Processor, not schedules. WBank also uses a only can you modify and format “shrink to fit” feature so that if 6) Watch what you place on your answers, but once the de- you type more than will fit in a your Wall. Think of it as sired form is in your word proc- particular area of the form, hitting the Reply All button. essor, you can also change the WBank will reduce the font size Everyone can read what forms themselves! And don’t of the text until it fits. you post. A good rule—if it’s overlook the use exotic printing too personal, don’t post it. functions like printing non- Chapters 7, 11, 12 & 13 sequential pages, duplex print- 7) Do not leave your com- ing, etc. All chapters use the same basic puter on with your Face- set of “Official Bankruptcy book account open. Any- Means Test Forms Forms” and WBank prepares one can sit down and start them all. Some software compa- making posts to your Wall, Of course, WBank includes the nies make you buy each bank- redesigning your site, or means test calculation forms, but ruptcy chapter separately! even entice friends to play it also includes and integrates all pranks on you. the extraneous IRS and Census Forms Included Bureau data that is required to 8) Be sure to have virus complete the forms. Don’t for- All of the “Official Bankruptcy software on your com- get that this information Forms” are included from Form 1 puter and keep it updated. changes every six months and through Form 23. WBank also There are several viruses those upgrades are free until includes other various commonly out there that attack your the release of a new major used forms. See the product email address library. The version. There are no annual info page of our web site for a viruses then send out posts to everyone in your library maintenance fees. complete list. asking them to become your friend while giving them the same virus.

9) Check your spelling and grammar. You don’t want to accidently type a word that is offensive or leads to a direct contradiction in your intended message.

10) Never provide too much information. Give details only in the appropriate envi- ronment. Protect your pri- vacy and be respectful of others privacy and you will be better for it.

Call us at 330-989-3165 or 330-485-3165 Page 28 www.puritas-springs.com Volume 2013, No. 1 Law Office Management

Law Office Management utilities, etc. Finally, BillB5 pre- 6. Subtotals any “attached” Pack—Version 5 (LOM5) is pares monthly/periodic billing. itemized time/service state- made up of three components: ments (up to 10); 1. ClientBase5 (CBase5) 1. Prints your personal letter- 2. BookBase5 (BBase5) head at the top of each bill; 7. Calculates a balance due; 3. BillBase5 (BillB5) no pre-printed stationery; 8. Posts a new balance for- Component Overview 2. Balance forward is automati- ward for next month’s bill; cally transferred from the and CBase5 is a name and address prior month’s bill; database that stores client 9. Prints the entire bill and item- names, addresses, telephone 3. Prints client’s full name and ized time/service statements. numbers and like information. address positioned for stan- BBase5 is an income and ex- dard window envelope; If you’d like to see what a simple pense database that manages printed bill looks like, visit our law office receipts and disburse- 4. Lists client payments and web site where we’ve included ments (client-related payments expenses since the last bill; several downloadable PDF files and expenses), and also trans- containing screen views and actions unrelated to clients such 5. Includes up to 10 optional, sample printed reports. as payment of the office rent or user-defined fields; ClientBase

CBase5 is the foundation of the Here are some highlights. Visit Sorting. Standard Windows Law Office Management tril- our web site for more info. behavior allows you to alphabet- ogy. Of the many name and ize or reverse-alphabetize by address programs, what sets List View/Table View. Use one clicking a column header. CBase5 apart is its relation to or both windows for viewing BBase5 and BillB5. clients in customizable ways. Hiding Columns. Too much information? Any of the 16 fields can be hidden.

Copy/Paste. A special copy/ paste function works with any other Windows program—except that CBase5 formats as a com- plete mailing address for inser- tion in a letter, etc.

Labels. Addresses in two stan- dard Avery label formats.

Fast Find. Zero in on a record in just a few keystrokes. No compli- cated searches or filters. Just hit .

Call us at 330-989-3165 Volume 2014, No. 1 Law Office Computing Page 29 Check Printing. BBase5 can print checks in a standard con- BookBase figuration. Customizable. BBase5 comes BBase5 logs all financial trans- Filters/Exporting. One of the with income and expense cate- actions regardless of whether most powerful tools. Filters and gories that are tailored to law they are client-related. exporting are the gateway to offices. BBase5’s extensive exporting No Complexity. Two windows – capabilities, i.e., sending data to Fast Find. Zero in on a record in the Income Window for income Excel. Samples at our web site. just a few keystrokes. and receipts; the Expense Win- dow for expenses and disburse- ments. That’s it.

Sorting. Both the Income and Expense Window allow you to arrange your transactions on any field by clicking the column title.

Hiding Columns. Screen too busy? Hide any columns you don’t want to see.

Intelliguessing. BBase5 has Quicken-style incremental searching that speeds up data entry considerably. BillBase

BillB5 is a billing module that creates next month’s file auto- logically. These statements can integrates with CBase5 and matically. After that, you only be attached to a client’s monthly BBase5 to form an automated add new bills and update the bill. billing utility. From now on, the monthly set. monthly billing will take only Calendar. BillB5 has an en- seconds. BillB5 also includes an hanced calendar. You can as- itemized statement function for sign any calendar item a client preparing and adding itemized number and the itemized state- statements to your monthly bill- ment can import that item. ing statements. It also has a calendar and produces daily/ Personalized Billing. Brief weekly/monthly printouts. Printing/Previewing. One at a memos remind your clients time or in monthly/periodic sets. about upcoming events or pay- Client Histories. Change one ment reminders. field in the billing record and you Itemized Statements. Not all can create precise histories. clients are charged flat fees. For Interest. Charging interest on time-based bills, there’s an item- overdue balances adds an in- Autopilot Billing. Once you set ized statement function. Items centive to timely payment. Do it up your monthly billing, BillB5 automatically arrange chrono- with one click of your mouse. Call us at 330-989-3165 or 330-485-3165 Page 30 www.puritas-springs.com Volume 2013, No. 1 Tablet Ratings Ohio Business Forms

Best-value tablets Ohio Business Forms (OBF) Professional Corporation: 1) Samsung (8GB) ($200) can be thought of as the Secre- tary of State’s business forms on 532 Initial Articles of Incorpora- 2) Kobo (32GB) ($250) steroids. This set of super-forms tion 3) Amazon (16GB) ($285) has two substantial advantages: 541 Certificate of Amendment by Shareholders 1. They eliminate redundant 540 Certificate of Amendment 7– to 8-inch screen, Wi-Fi only typing like retyping the name by Directors of the corporation a dozen 521 Statutory Agent Update 1) Samsung Galaxy Note 8.0 times per form; and 522 Continued Existence Cer- (Wi-Fi, 16GB) ($380) tificate 2) Samsung Galaxy Tab 3 8.0 2. They allow for easy changes 560 Certificate of Dissolution (Wi-Fi, 16 GB) ($300) and corrections; then press by Members the print button. There’s no 525 Application for Reinstate- 3) Google (Wi-Fi, 16 messy whiteout or retyping. ment GB) (2nd gen) ($230) 4) Apple iPad Mini (Wi-Fi, OBF includes the following Limited Liability Company: 16GB) ($330) forms: 533 Organization/ 5) Samsung Galaxy Tab 3 7.0 For Profit Corporation: Reorganization (Wi-Fi, 8 GB) ($200) 543 Certificate of Amendment 7– to 8-inch screen, 3G/4G+Wi- 532 Initial Articles of 521 Statutory Agent Update Fi Incorporation 525 Reinstatement 521 Statutory Agent Update 562 Certificate of Dissolution 1) Apple iPad Mini (Wi-Fi, 4G, 540 Certificate of Amendment 16GB) ($460) by Directors Limited Partnerships: 2) Samsung Galaxy Note 8.0 541 Certificate of Amendment (Wi-Fi, 4G, 16GB) ($500) by Shareholders 531 Application for Registra- 561 Certificate of Dissolution tion 3) Samsung Galaxy Tab 7.7 525 Application for Reinstate- 542 Certificate of Amendment (Wi-Fi, 4G, 16 GB) ($350) ment 521 Statutory Agent Update 4) Samsung Galaxy Tab 2 7.0 525 Reinstatement (Wi-Fi, 4G, 8 GB) ($300) Not For Profit Corporation: 563 Certificate of Cancellation

5) T-Mobile SpringBoard (Wi- 532 Initial Articles of Incorpora- Partnerships Having Limited Fi, 4G, 16 GB) ($390) tion Liability: 7– to 8-inch screen specialty 521 Statutory Agent Update 541 Certificate of Amendment See our web site for a listing of 1) Amazon Kindle Fire HD 8.9 by Shareholders included forms. (Wi-Fi, 4G, 32GB) ($415) 522 Continued Existence Cer- 2) Amazon Kindle Fire HD 8.9 tificate Miscellaneous Name Registra- (Wi-Fi, 4G, 32GB) ($415) 560 Certificate of Dissolution tion/Trade Mark: by Members 3) 7 (Wi-Fi, 16 525 Application for Reinstate- See our web site for a listing of GB) (2nd gen) ($230) ment included forms.

Call us at 330-989-3165 Volume 2014, No. 1 Law Office Computing Page 31 Best & Ohio Business Dissolution Kit Worst

Years ago it was said that OBDK will be a tremendous The Best & The Worst Computer roughly six out of ten new busi- time-saver. We discuss the ad- Retailers* nesses fail in the first five years. vantages of our smart forms Recent information from the over the web forms on page 14 Best web site for selection, price, University of Michigan raises of this issue. and service: Amazon.com that level—"more than 80 per- cent of new firms in the United Word Processor Best manufacturer web site for States end up failing and about Compatibility — One click of selection and service: Apple.com 10 percent of all U.S. companies the mouse and you're in your fold each year." The University word processor looking at a Worst manufacturer web site for Record. completed document. Not only price: Apple.com can you edit your answers, but When a business fails, certain also the forms themselves can Worst walk-in store for selection, procedures must be followed. be modified! All manner of for- price and service: Walmart Small businesses, in particular, matting—the only limit is your are notorious for ignoring the own word processing skills. * Results of a survey conducted dissolution/cancellation proce- by the National Research Center dures and most law offices are Customizable Documents and of Consumer Reports, compiled probably familiar with the way Defaults — Like all our other and published in December the Secretary of State and the programs, there's a Default file 2013. Ohio Department of Taxation through which you can preset investigate businesses that stop unchanging information like the Note: In spite of the near- filing required forms and returns. preparer's name, address, tele- hysterical support of it's custom- phone number, etc. This feature ers, it may be prudent to hold off Ohio Business Dissolution Kit helps you avoid typing your of- becoming a Mac office because (OBDK) is designed to organize fice/preparer information over the 2013 figures for operating and streamline the process of and over again. system market share indicate dissolving an Ohio business. that Apple is a long, long way The goal is to maximize your Network Friendly — OBDK is from the top at 12%. From our efficiency by helping you to com- easy to set up for network cen- experience, it's often the best plete and file the necessary tralization of documents and and safest policy to run with the forms and notices in a minimum templates. The two advantages pack -- and that would be Micro- amount of time. OBDK does this of this method are document soft Windows without a doubt. by assembling all the necessary sharing and simplification of the forms and guiding you through backup process. the dissolution process. Context-Sensitive Help — It's Not Just The Forms — Press and instantly receive Sure, some of these forms are the related help topic. available on the Internet, but note that OBDK lets you save all Pop-Up Menus — Right-click to these documents in one file. access pop-up menus for com- Furthermore, most of the forms mon functions, i.e., saving, pre- complete themselves, signifi- viewing and printing. cantly reducing your preparation time and eliminating potential errors. If you're currently using available Internet forms or your own word processing templates,

Call us at 330-989-3165 or 330-485-3165 Page 32 www.puritas-springs.com Volume 2013, No. 1

Our Favorite 5 Accessories Living Trust & Estate Planner Iomega External Hard Drive. You can pay a company to set pensive, complicated packages up a server or backup of your Word Processor Compatibility designed to plan Rockefeller- important data. You can rent sized estates. If you’re looking space on the cloud. But if those WTrust lets you do all your for- for trust software for your small- alternatives don’t appeal to you, matting, previewing and printing to medium-sized law office that consider an external hard drive. from your word processor. Char- serves ordinary people, you’ll Amazon listed the Iomega REV acter formatting (i.e., Old English need to look long and hard, and 35 GB external hard drive for fonts), special paragraph format- you won’t find much! $169.99. If you’re unfamiliar 1 ting, page breaks, spell checking TB is one terabyte, that’s 1,000 and grammar checking, are all a WTrust was created to fill the GB; that’s 1,000,000 MB—as in piece of cake when you’re in chasm between these two ex- those big things we used to call your word processor. tremes. We think it’s an extraor- megabytes. For many law of- dinary program designed for fices we might consider 1 TB to Breaking the Code ordinary estates. be the equivalent of infinite. The annual rate for 50 GB of storage WTrust permits users to go into Document Wizards on Apple’s iCloud is $100 for 50 the program to customize docu- GB ($40 for 20 GB; $20 for 10 ments. If, for example, you al- You won’t struggle with WTrust. GB). A small/medium size law ways use special language in The Document Wizard takes office with 6 to 10 computer your revocable living trusts, you through each document, and might require 1 GB per year so WTrust gives you access to the provides examples of the infor- computers if it wasn’t storing program templates. By modifying mation required. It can also sug- substantial volumes of video, the templates, you can insert gest answers based on your graphics or sound files. So if we your handcrafted clauses. Then, worksheet entries. WTrust ana- wanted to make a better com- every new document includes lyzes hundreds of places in the parison we might compare your language automatically. documents where there are iCloud’s $20 per year for 10 GB nouns, verbs, adverbs, etc., and to Western Digital’s 750 GB Setting the Defaults makes sure that every insertion external hard drive ($88 at Ama- is grammatically correct. One of zon). It’s hard to find a smaller Templates are one thing, but the most common problems with external hard drive these there’s also the matter of “filling lengthy documents like trusts is days—for example, the 500 GB in the blanks.” Much information that law offices have worked with drive is more than the 750 GB does not change from document them for so long and so often, drive. iCloud is only cheaper in to document. A typical example the documents are nearly im- the short term. Remember the may be an attorney’s name, mune to proofreading. Further- external hard drive is has 75X address and telephone number. more, spell-checkers don’t know the capacity for $88 and you To expedite this process, when the word “of” is misspelled can run it ‘till the wheels fall off. WTrust lets you set default infor- as the word “or.” Consequently, We’ve had our since 2007. An- mation as part of the document it’s easy to overlook grammatical other consideration is that cloud fields but not part of the tem- errors when preparing these storage is accessible from any plate. That way you needn’t re- documents. WTrust solves that computer anywhere. Your exter- enter unchanging information. problem by giving you a com- nal hard drive is only available if plete document you can — well, the network or computer that it’s The Problem & Solution trust. That saves you from em- connected to is on and accessi- barrassment when a client reads ble via the Internet. Most living trust software falls the document at home and finds into two categories: (1) bargain mistakes, however incongruous. SoundBlaster Wireless. We basement stuff that’s largely (Continued on page 33) useless, and (2) extremely ex- Call us at 330-989-3165 Volume 2014, No. 1 Law Office Computing Page 33

(Continued from page 32)

have an extensive collection of HUD Forms CDs and MP3 along with a re- spectable stereo system. The In recent years the U.S. Depart-  Performs tax prorations and problem? They’re in different ment of Housing and Urban prints a tax proration sum- areas of the lab. Sure we could Development implemented mary table. string a long cable between the updated Settlement Statement two, but the SoundBlaster Wire- forms. These forms were prom-  Performs all calculations less transmitter sends the output ulgated in response to wide- automatically and instantly. of iTunes to a companion re- spread abuses in lending prac- ceiver that is plugged directly in tices by banks and other finan-  In response to customer to our stereo. And it was easy to cial institutions. The gist of these demands, we added more set up. updated HUD settlement state- blank lines to key sections of ments is to add a page that re- the forms. All-In-One Printer. These have lates to describing differences come a long way in a short time. between the institution’s good  Includes and automates IRS Once poor in all functions, it now faith estimates (GFE) of closing Form 1099-S. performs as well or better than costs versus the actual closing individual machines: fax, scan- costs. In addition to underscor-  Prints settlement check(s). ner, copy machine, printer. The ing these differences, the new caution here for law offices GFE form also contains a sec-  Versatile printing capabilities would be in the copy machine tion that notifies the consumer that automatically adjust to department. If you depend on a about how the monthly payment legal or letter size. medium to high volume, sheet- can change (if applicable), what feeding copy machine, don’t the maximum monthly payment Have It Your Way expect the all-in-one printer to may become (again, if applica- compete. Same goes for scan- ble), and other information pre- In addition to simply printing the ning. We don’t do that volume of sumably important to the con- forms, WHUD lets you send your copying or scanning, so we love sumer/borrower. forms to your word processor ours. where you can review, edit, Program Features spell-check, grammar-check, MagicJack—We’ve written print, email, make PDFs, fax, about this little device (hardly While updating WHUD, we de- etc. You don’t need any special bigger than a matchbox) so we veloped new methods for supplies to generate print-shop- won’t repeat ourselves here. It’s achieving printed output that’s perfect forms because WHUD is our ridiculously cheap Internet “print-shop-perfect” and a pro- designed to use any printer and phone line. We’ve been using it gram interface that's intuitive and ordinary, letter or legal-size pa- for 2 years and have no com- scaled for any computer screen. per. You can do more than just plaints. We’ve also added a couple of modify forms; you can also open key documents such as IRS the modifiable form templates iPad—we’re able to stay con- Form 1099-S and settlement to make permanent program nected everywhere with the kind checks in order to make WHUD form changes. In addition, of portability it provides. Using more productive at closings WHUD lets you enter text where the Kindle app we can read or rather than simply filling out the amounts are expected. This is study PDF files without needing Settlement Statement. handy when you want to make to be sitting at a computer. Add notes or comments in the form’s the Netflix app and it’s more  Fully interactive and auto- money fields. handy than we ever expected. matic HUD Forms 1 & 1A.

 New set of fields for “paid outside closing” costs.

Call us at 330-989-3165 or 330-485-3165 Page 34 www.puritas-springs.com Volume 2013, No. 1

Problems Sending to the Word Processor Inbox—The Dude

One call we receive on a regu- HD, and the higher-quality ver- lar basis is from users that get Dudes. sion of HD (1080p). an error when they try to send forms to the word processor. If I usually find your mailer/ You also mention 3-D: because you have that problem there are brochure informative with tech of the extra data required to a couple of things you can stuff – news about hardware, create fast-moving 3-D images, check: software, tricks & techniques, content-producers need extra etc. But your last issue had an storage space on their media of 1. Check the Set the Word item so curious that I wonder choice. A standard DVD can Processor Setting. It’s on the whether y’all really know what hold either 4.7 GB (singe-layer) Options menu. If you have you’re talking about. or 8.5 GB (dual-layer) on a disc; Microsoft Word installed, Word Blu-Ray discs can hold 25 GB is the preferred option. If Specifically, the “Gripings & (single-layer) or 50 GB (dual- not ,use WordPad. For users of Grumblings” item on page 7 layer). You will not find a 3-D our very latest dual Windows/ about Blu-Ray. “[I]t’s not really movie on a regular DVD be- Mac releases, it is not neces- clear how blu-ray [sic] is better cause it simply cannot hold it – sary to set the word processor, than high definition” and “you all of the currently-available 3-D this if handled automatically. If don’t get a ‘better’ picture with discs are Blu-Ray. you have MS Word installed the blu-ray [sic] as opposed to HD”. program does all previewing Blu-Ray *is* HD, and it’s the only So, I’m not sure what it is that and printing through Word. If HD-format DVD medium (since you’re “Griping & Grumbling” not, Windows users will use HD-DVD failed to catch on as about. While I fully support y’all WordPad and Mac users will the HD DVD format back in pointing out ridiculous, exagger- use TextEdit. 2008). ated, and misleading claims, it seems to me that you shouldn’t 2. Check the RTF Work File Broadcast HD is either: 1280 x be complaining about Blu-Ray. Location. Also on the Options 720 progressive-scan (720p), menu. It should always be set to 1920 x 1080 interlaced scan Just my $0.02. the local drive, almost never to a (1080i), or 1920 x 1080 progres- server. Make sure it’s set to a sive-scan (1080p), and progres- JM, Attorney directory that actually exists. It’s sive-scan is sharper and clearer the location where our apps than is interlaced-scan. Standard Reply: On the chance that you store the temporary RTF file that DVDs are 720 x 480 progressive may not seek publicity, we de- is created when you use the -scan (480p), while Blu-Ray cided to protect your privacy by Send command. DVDs are 1080p. So, Blu-Ray omitting your full name. You discs are always higher resolu- know who you are. 3. Make Sure Word Is Closed. tion than regular DVDs and Word locks a document file higher quality than 1080i HD First of all, it’s good to know that when you have it opened, so broadcasts, and they’re the only someone actually reads the that other users cannot modify it medium by which one can get Digital Inklings page. Further- at the same time. Well, when HD video “to keep”. more, we assume that anyone you send a document to the who uses the plural appellative word processor, our apps create So, if you want to watch HD TV “Dudes” is also a fan of one of a temporary RTF file that is at home, you can get 720p or our favorite cult classics—The opened in Word. If you do this 1080i/p. If you want to watch Big Lebowski. After all, Jeff Le- once and then avail yourself of video, you can get 720p from a bowski was “The Dude.” It Windows multi-tasking function- regular DVD, or 1080p from a makes us think of you as a kin- ality and return to our app with- (Continued on page 35) Blu-Ray disc. Again, Blu-Ray *is* dred spirit. Call us at 330-989-3165 Volume 2014, No. 1 Law Office Computing Page 35 Caught Diddling (Continued from page 34) Anywho, as the story is retold, The only way to answer this out actually exiting Word the particular Gripe & Grumble question was to recreate the (technically closing the file will to which you refer was the prod- scene. Only this time we had two be enough), you will get an uct of a too late night discussion copies of the same movie—one error when you try to send the we had with cousin Dennis Blu-Ray and one standard DVD. second time because Word has (whose last name is also on the The movie was Transformers: put a lock on the temporary file protection list). Beleaguered by Dark of the Moon. and it can’t be recreated. the incessant Hollywood hype about Blu-Ray that precedes It’s Our Job 4. Make Sure Word Is Open. every DVD, either Ernie or Den- You read this right. What we nis groused (never noticed how Thanks so much for the concern mean is that if following item 3 many of these synonyms start and great service. above doesn’t solve the prob- with “gr”) that he couldn’t see lem, then try this. Some security what all the excitement was Maureen systems are pretty strict when it about and he didn’t see any comes to apps starting up other difference between Blu-Ray and More iPad Apps? apps. The problem is that that’s normal DVDs. It’s all a Holly- exactly what your Puritas wood conspiracy. Will you be developing other Springs application is doing. It is legal applications for the iPad? creating a temporary Word How this made the transition document and then starting from Saturday night drivel to Reply: Probably not. The types Word and opening the tempo- Digital Inklings is anybody’s of programs that we develop rary Word document. The solu- guess, but because it seems to would not convert well into iPad tion is often to keep Word mini- have begun with Ernie, we de- apps. With the exception of the mized with no files open. That cided to assign Ernie to this child support program they all way, the Puritas Springs app Reply. Here he is: inherently require data entry won’t need to start up Word which is best and most efficiently because you started it already. My recollection of that evening is done on a desktop computer. a bit fuzzy, but I do remember The child support application is 5. Make Sure Your File Has A begin irritated by the DVD pre- different because it is not at all Name. When your Puritas ambles which will sometimes unusual to work out a child sup- Springs app sends to Word, it include as much as half dozen port agreement in the hallway of creates a temporary file. Earlier trailers. I didn’t feel optimistic the court house. applications used the file name when I was presented with the to identify the temporary file. email challenge. One quick Well that worked find most of Wikipedia search disclosed that the time, but if you tried to send everything JM said was true. Blu a form before you named your -Ray resolution was 1920x1080 file, you’d get an error for your pixels versus standard DVD troubles. It happens that our file resolution of 480x720 pixels. naming convention ends up Aside from the letter-box factor attempting to crate a file that inherent in Blu-Ray’s horizontal begins with a space—an oper- resolution, the difference in verti- ating system no, no. cal resolution was 1 to 1.5. That should be significant. How could cousin Dennis and I have made that mistake?

Call us at 330-989-3165 or 330-485-3165 Page 36 www.puritas-springs.com Volume 2013, No. 1 Free From In Good Humor Google Google Tools - All available from the Seinfield on Lawyers

Google Voice - if you've got To me a lawyer is basically the Japanese Proverb person that knows the rules of multiple phone numbers (i.e., Only painters and lawyers can the country. We’re all throwing home, office, cell, etc.) and change white to black. would like to manage them from the dice, playing the game, mov- one phone, check out Google ing our pieces around the board, Voice. We've been trying it out but if there’s a problem, the law- yer is the only person that has Customary Tribute for about 2 months and we don't anticipate getting rid of it any read the inside of the top of the A lawyer, a used car salesman, time soon. We may even use it box.” and a banker were gathered by a coffin containing the body of as a way to say goodbye to our current telecommunications an old mutual fried. In his grief, service provider. Powers of Persuasion one of the three said, “In my family, we have a custom of Lawyer: Now that you have been giving the deceased some - a possible way of acquitted, will you tell me hon- money, so they’ll have some- staying current on clients and estly? Did you steal that car? news. Google Alerts sends you thing to spend in the afterlife.” an email every time certain key Client: After hearing your amaz- They all agree that this custom words (you pick the key words of ing argument in court this morn- was appropriate. The banker course) show up in news feeds. ing, I’m beginning to think I did- dropped a hundred dollar bill into If you want to keep tabs on n’t. the casket, the car salesman did the same. The lawyer took out someone or something, take a Good Mourning look at this Google tool. the bills and wrote a check for A young lawyer was attending a $300. funeral. Another mourner arrived - quickly locate useful books, magazines, legal late and asked the lawyer, treatises, statutes, opinions, and “Where are they in the service?” Say It Ain’t So The lawyer gestured at the min- legislative histories. Comedian Norm Crosby: When ister and replied, “He’s just you go into court, you are putting opening for the defense.” - it used to be that your fate into the hands of you would use MapQuest to get twelve people who weren’t smart a nice map and driving instruc- enough to get out of jury duty. tions. Now Google Maps gives NY Blues you all that AND lets you stand Convicted con man Peter Hors- in the middle of the street and ford, who was accused of imper- Hung Up On Policy Syntax look out over the front yard. This sonating a lawyer, had trouble A very respectable lawyer was could be quite useful for getting a trial date in New York filing some insurance papers "visiting" the scene of the acci- in 1988. The problem was that when he case to the questions: dent/crime without really going four of the judges considered for “If your father is dead, state the there. his trial were disqualified from cause.” Reluctant to reveal that hearing the case—because he his father had been hanged for had argued cases in their court- cattle rustling, the lawyer wrote: rooms. “I should have suspected “He died while taking part in a he wasn’t a lawyer,” remarked public ceremony when the plat- one of the judges. “He was al- form gave way.” ways so polite and punctual.”

Call us at 330-989-3165 Volume 2014, No. 1 Law Office Computing Page 37

Scamples AMMYY?

Open Here any here, but we wanted to Some time ago, either in a pre- make this a number one tip off vious issue of Law Office Com- From: that something’s not right. It’s puting or in our monthly enew- [email protected] amazing that more senders don’t letter version, we were referred to remote connection software Subject: run their garbage through a spell checker. curiously name AMMYY. We FW: IMPORTANT—Suspicious tried it out at the request of a IT Activity 9HKARCDP9ZIS2L3 Unusual syntax or usage— friend and we thought it worked Attachment: ”Greetings, addressing you is well. It connected two com- Case_9HKARCDP9ZIS2L3.zip Norberto Oconnell.” With the puters that LogMeIn was failing

word “greetings” your eyebrow to connect, and it installed in Greetings, addressing you is should be beginning to raise. Not about one minute, so we re- Norberto Oconnell, Superior that we don’t use the word, it’s membered it well for that rea- Accounting Officer at Federal just that a typical email might son. Reserve. We have received an start with “hello” or more for- inquiry from your Financial Insti- Upon that good recommenda- mally, “dear sirs”, etc. tution regarding an incoming tion and experience, we investi- “Addressing you is Norberto money transfer from Country gated further into AMMYY and Oconnell.” There are a couple Energy with concern on the com- noted plenty of Google hits points here. For one thing, the pany's current activity which is related to scams and frauds. sentence construction smacks of valued as "High Risk Activity". In Delving in to the plethora of a writer whose first language is order to release the funds to results, we believe that AMMYY not English. We might say “my your account please complete is a legitimate program that name is ….” Things begin to add the attached form "IIMT Form scurrilous persons use to exploit up when we come to Norberto 401". the unwary. Oconnell. In our combined years

none of here at Puritas Springs In the words of a potential vic- Please note if no further action have ever seen “Oconnell” tim, the scam goes like this: will be taken the funds will be spelled this way. Next, it has an remain locked in the Federal “I got a call from a guy with a attachment. Alarms should go off Reserve System or returned to really heavy Indian accent respecting emails with attach- the Money transfer initiator. claiming to be working with ments, and they should go off Microsoft. extra loud when the email wasn’t Norberto Oconnell requested or initiated by you. He told me that my computer Superior Accounting Officer had multiple problems. Office of Inspector General Googling it. Finally, if you’re still c/o Board of Governors of the He then told me to hit the Win- doubtful, google it. In this case, Federal Reserve System 20th dow icon on my keyboard and R googling “norberto oconnell St. and Constitution Ave. N.W. (which is to activate Run) email” resulted in hits that gave Mail Stop K-300 some details about the email’s After that, he told me to type in Washington, D.C. 20551 origins. In that regard, we doubt "www..com" and hit en- Phone 800-827-0392 whether the Federal Reserve is ter.” Direct Line 800-827-6557 sending their emails from India. The upshot is that AMMYY is a Color this one malicious. Observations: Here is a what legitimate application, but it, like we hope is a comprehensive list any remote connection soft- of points that should raise the ware, can be applied to ill pur- red flag on this and any other pose. Whether you’re pro or con questionable email. on the issue of gun control, the AMMYY situation is similar to Spelling errors. There aren’t the argument that people kill, Call us at 330-989-3165 or 330-485-3165 not guns. Page 38 www.puritas-springs.com Volume 2013, No. 1 Momentary Memory Lapse To: Technical I can’t remember how to put the automobiles transferred to the driver was up-to-date. This was surviving spouse on the front of Divide by Zero Error incorrect. After checking the Intel the Inventory! site, I saw that there have been Our most recent releases are two updates to the driver soft- I know it is a drop down menu created using a very sophisti- ware. After updating to version somewhere, but I can’t remem- cated development environment 8.15.10.2555, the floating point ber where it is. that allows us to access the error disappeared.” Can you give me the steps on newest operating system fea- version 7.20? tures. In addition, the program In total we’ve gotten about six thus created can be built to run calls on this and it’s worked in all Judy A. Baksa as a Windows program or a Mac instances except one. Our re- Legal Assistant program. When we talk about search in this area proved timely REPLY: We’d be happy to and accessing the newest operating because soon after we received the technique is the same for all system features, we don’t mean our second call, the error oc- releases of Basic Ohio Pro- leaving older OSes in the dust. curred on our newest Windows 8 bate Forms Version 7. On the Windows programs are compati- computer. We took a look at Asset Worksheet, go to the ble back to Windows XP (i.e., Device Manager|Display Category dialog (by using the XP, Vista, 7 and 8) and Mac adapters and ours was another appropriate Change button); set back to 10.6.00 (i.e., Snow Intel chipset—Intel HD Graphics. the Form 6.0/6.1 drop down to Leopard through Mavericks). We right-clicked on it and se- 1st Automobile or 2nd auto- With some regularity we’ve been lected properties. On the Driver mobile as the case may be. getting a technical support in- tab there was an Update Driver quiry informing us that the their button. We clicked it and let it JAB: Thanks so much! program issues an error on start search the Internet for an up- up: dated driver. After a few mo- ments it found one and installed Floating Point Exception; Divide it and we never looked back. by Zero Error The only unsolved mystery was the user with the laptop that Response: When we were first maintained it was up to date notified of this error, it posed a when it was not. Manual installa- bit of a stumper. Googling the tion of graphic adapter device error message took us right to drivers is not the sort of thing to the answer—second hit. The attempt via a remote connection solution we found was by John and therefore, we’re anxious to Frazier, a well-known software hear back about this and we developer and administrator of hope to let you know in one of the Embarcadero Newsgroup: our monthly email editions of Law Office Computing. “The floating point divide by zero error was caused by an out-of- See Inbox in this issue. date video card driver. My video card is an Intel G41 Express Basic Ohio Probate Forms Chipset. My driver version was Insolvent Estates 8.15.10.1872. When I opened the Device Manager, right Good afternoon, Ernie!! clicked on the video card and pushed the Update Driver but- I have used Puritas Springs for ton, I got a dialog saying that the my probate work since the very Call us at 330-989-3165 Volume 2014, No. 1 Law Office Computing Page 39

Support Support In Reverse first version and have always Court’s rules cannot be refused. Clever Updating Trick loved it, .... As a result, there usually is no Several times a week users ask need to modify the templates. us what to do with their old pro- …. Another negative to the Modify grams. Will installing the new Templates command is that the one erase the old one? Should If there is a way to add a tem- process involved three steps they manually uninstall the old plate or to change the template, which were not clearly explained one when they install the new could you please let me know? in the help files and therefore it one? What to do? The best and was easy for user to corrupt the easiest advice to follow came As always, I love your products template. from a user who said she simply and plan on using Puritas for the deleted the old icon. Why did remainder of my career. Thank Still, the need to modify the tem- we think this was so so clever? you. plates exists in some counties Because by deleting the desk- because while you may be in top icon, two things are accom- Dawn M. Welsh compliance with the Supreme plished: (1) you prevent yourself Legal Assistant Court’s rules, as they say, you from going into the out-dated can’t fight city hall. For that rea- program accidentally (thinking Reply: In the interest of space son we set out in the sidebar to it's the current version) because we deleted a few paragraphs on the next page the steps we it's no longer on your desktop; related to specific questions and use here at Puritas to modify the and (2) if, for some legitimate suggestions, however we sin- templates. reason, you need to consult the cerely value user suggestions old program, you can always do and some of the best features Again, please accept our sincer- so by navigating the Start menu over the last 25 years have been est thanks for taking the time to to manually start the old version the result of user suggestions. give us your suggestions and for up. Whoever you are, thanks for the kind words. the tip. Your question regarding tem- plates is important to us because What Windows? it is common to most, if not all, all of the Puritas Springs Soft- How do I know what version of ware catalog. In our older pro- Windows I have? grams there was an item on the Options menu labeled Modify Reply: This question is typical of Templates. After evaluating the law offices. We’re never sur- function over the years, we prised in technical suport when eventually removed the item for we ask a user what versino of several reasons. Most users Windows they’re using and they didn’t use the function because don’t know. That’s because law the Ohio Supreme Court Rules offices are busy doin’ the law of Superintendence for the thing and they don’t have idle Courts state that probate forms time to sharpen their computer must substantially comply with skills or understand their sys- the Supreme Court’s typographi- tems. The way we check the cal specifications (expressed in Windows version is click on the Rules 51 and 52). Although Start button in the lower left counties are free to create addi- corner of your screen, right- tional forms and make modifica- clicking the Computer item and tions to existing forms, forms selecting Properties. If there’s that comply with the Supreme no Start button, it’s probably Call us at 330-989-3165 or 330-485-3165 Page 40 www.puritas-springs.com Volume 2013, No. 1

Modifying Templates From: Technical

Now You See It—CBase5’s In answer to Dawn Welsh’s We had a Gateway all-in-one Disappearing ListView question about modifying tem- computer running Windows Vista plates here are the steps. First, that would periodically shut Ernie: Every so often I get a call if there is no Modify Templates down during a restart. That in from a Law Office Management command on the Options menu, itself wasn’t so terrible, but then user who either intentionally or you must use Windows Explorer the computer would refuse re- inadvertently deleted their List to locate your program’s tem- boot. Turning the power on and View and couldn’t make it visible plate folder. The template files off didn’t help. Letting the com- again. I use the program con- are RTF files and are usually puter rest and then turning it stantly, every day, and so I was located either with the program back on didn’t help. We’re a curious that I had never run or with the client files. Here are software company. Hardware is across this before. I remote con- some examples using the pro- not our specialty. What to do? nected to the user and sure bate program: The computer wasn’t under war- enough, the List View was gone ranty and computer repairs are C:\Program Files\Puritas\WBOPF7\RTF and nothing I tried brought it sometimes not worth undertak- C:\Puritas\WBOPF7\RTF back. Ten or fifteen minutes into ing due the relatively inexpen- the session I realized I wasn’t sive cost of a new computer. You’ll know you’re in the right solving the problem and every- What to do? place because the folder will thing I checked was set cor- contain sequentially numbers rectly. After the better part of an hour files, i.e., page0.rtf, page1.rtf, spent trying to decide—what to page2.rtf, page3.rtf, etc. The I thought back to a hilarious do—something the murky back- problem here is that there’s no 2006 BBC comedy series called waters of our memory said: “try way to tell which page is which “The IT Crowd.” The Netflix de- unplugging it.” What the heck we form. The best way is to use scription goes like this: had tried all we had in our limited Windows Explorer with the Pre- bag of trick. Why not? view Pane enabled so that you “In the age-old clash of IT vs. the can see the contents of the file corporation, a pair of basement- The computer was unplugged mocked up making it much dwelling dweebs squares off from the wall for a minute of two easier to find the right file. against their cloddish owner- and then plugged back in. We By the way, when you find the come-lately, with their ambitious pressed the power button and file, make a copy of it just in but tech-illiterate manager run- voila, it rebooted normally. The case things go awry. Click on ning interference.” moral of the story is that the the file and then press option we were considered were , then . Very funny stuff. One of the gags all a couple hundred bucks, so if That should make your copy. IT pulled when it answered the you’re ever faced with a com- phone was to immediately ask if puter that won’t reboot, don’t just Once you’ve located the file, the user had tried rebooting the turn the power off. Unplug it. open it in Microsoft’s Word for computer. I figured it worked for Windows and make your them I might as well try it. After Afternote: If this were a perfect changes. Note that the forms all, nothing else I tried had world, that would be the end of are very meticulously formatted worked. I rebooted their com- the story, but it’s not. This same using (much like a web puter, fired up CBase5 and lo computer always has a hard page) so modifications must be and behold—the List View win- time rebooting. In other words, at made very carefully and don’t dow. Thanks IT Crowd. least once a month we sit down hesitate to use if in the morning and find that the anything unexpected occurs. Speaking of The IT Crowd is stuck between shutting down When you’ve completed your Gateway Unplugged and restarting. The only remedy (Continued on page 41) is to power it off and then power- Call us at 330-989-3165 Volume 2014, No. 1 Law Office Computing Page 41

Support (Continued from page 40) ing it back on. Crawling around files are stored. You can usually changes, save your file and on the floor under the desk is not leave the other settings alone. then re-open it using WordPad necessary in this scenario. In instead of Word. Then resave it. other words at least once a What you’ve just done by resav- month when Microsoft performs ing the file is you’ve stripped the a Vista update (because we’re Word header and replaced it set to automatically download with a much simpler, much upgrades and because we have smaller (sometimes by a factor our computers on 24/7) we find of 5 or more) file. the computer in this condition the next morning. Finally, open the RTF file one more time in NotePad and paste Again, the solution is simply to the header.txt file contents in press the power button on and place of the header that’s there off, but we’d like to google a now. Here’s what we mean: solution to this issue someday, Your header.txt file contents will but it’s always just a few levels look something like this: too low on the priority list. {\rtf1\ansi\ansicpg1252\deff0 \deflang1033\deflangfe1033 ….;}} Where’s Your Stuff? {\colortbl ;\red255\green0 ...;} \margl1080\margr1080\margt720 With some regularity we get \margb360 calls where the user "lost" their Depending on whether you files. There's two main reasons have word wrap turned on or off why this happens: (1) client files the header will only be probably aren't where they're supposed to 3 to 6 lines. It will begin “{\rtf” be, or (2) the program pointer and it will end “\margb360”. (Default Locations on the Op- Copy the header to the Win- tions menu) is NOT pointing to dows clipboard by selecting the the folder where the files are file contents () and actually located. pressing on your keyboard. An easy way to avoid the prob- Then go to the pagex.rtf file that lem is leaving file storage set- you also have opened in Note- tings to their defaults. Reinstalla- Pad and replace the existing tion and updating typically set header. The header you’re re- those locations automatically. Of placing begins “{rtf\” and ends course, in the case of network on the line just before the line users, for example, this is not that begins {\*\generator Msfte- possible because the files need to be stored on a server. There- dit … . fore, the solution is to go to the Now, from within NotePad, save Options menu and set the pro- the pagex.rtf file you just modi- gram's Default Location to the fied. You’re done. Go ahead desired server location. One bit and test your modified page by of advice in this regard is - only printing or sending to your word change ONE of the default loca- processor and making sure your tions. The one that represents page comes out correctly. If it the location where your client doesn’t, delete the page file, Call us at 330-989-3165 or 330-485-3165 Page 42 www.puritas-springs.com Volume 2013, No. 1 Windows Tips Using Amazon’s Free

There's something to be said for Google provides 15 GB of free Where is IE9's Menu Bar? off-site storage. Two important storage, Amazon and Apple both advantages are: provide 5 GB of free storage. We Ever miss the menu bar that didn't try all three, but did try used to be in Internet Explorer First, files stored off site are setting up the Amazon Cloud but isn't readily visible in Internet available to all your devices - at Drive and found that it was quite Explorer 9? We do. And we home, at the office, anywhere. easy. learned we could get it back (at Not that an office server can't be least temporarily) by tapping made accessible from home, but Two Easy Steps . off-site storage is typically free and accessible without consum- If you've done any shopping at Where is IE9's Drop Down His- ing office resources, i.e., leaving Amazon, you probably already tory List? your office server on 24/7. Fur- have a user name and pass- thermore, often special hardware word. That's about all you need It's still there. What's missing is or software is required to permit to activate your cloud account. the familiar drop down list box such access. Start by visiting that was in the upper left corner www.amazon.com. Log in if you in past versions. Now, although Second, if catastrophe strikes don’t log in automatically, and in the drop down triangle is no (i.e., fire or flood) and your office the Shop by Department drop longer visible, you can see the equipment is damaged or de- down on the left side of your same list by clicking on and stroyed, files stored off-site are home page you'll see a link la- holding down the back button. untouched. Once you've set up beled Amazon Cloud Drive. your replacement equipment you Hover over that link and you'll Windows 8 Charm Bar can download your backed-up see a submenu with an item files and you're ready to roll. For labeled Get the Desktop App. Want to save time getting to the many business offices this may In Illustration 1 below, the cloud Windows 8 charm bar? If your not be so important, but for law drive application is already in- hands are already on the key- offices, where computer docu- stalled so the screen might be board, try pressing the Windows ments are the stock in trade, it is slightly different. See the second key with . of critical important to have item in the expanded submenu: these types of safeguards in Windows 8 Task Bar place. Cloud Drive for PC and Mac Get the app for your computer A potentially quicker way to cy- That’s where the cle through open apps? Press “cloud” comes the Windows key with the in. The term key. "cloud" has be- come synony- Windows 7 Surprise mous with off- site storage, and Many of the potentially useful some big play- gestures that we mentioned in ers are providing the Windows 8 article can be such storage at duplicated in Windows 7 so long no cost. Apple as the computer has a touch has the iCloud, screen and the task doesn't Amazon has its Cloud Drive, and involve the Metro interface. Google has a (Continued on page 44) cloud as well. Illustration 1—Getting Started Call us at 330-989-3165 Volume 2014, No. 1 Law Office Computing Page 43 "Cloud Drive" and is located at: "C:\Users\UserName\Cloud Cloud Drive Drive\." We're assuming here that you're already familiar with the relatively simple process of That’s the place to click. When ing from home and having ac- mapping a drive. If not, check you do, you’ll the installation cess to your client files? Or out the Windows help topic on page which is shown in Illustra- maybe you have two offices and this subject. We went to Win- tion 2. you'd like to share files without dows Help and Support and toting searched "map a drive" and Here’s stick came up with a step-by-step your memory article describing the process of simple around in adding a drive letter. You should two-step. your be able to master it in 10 or 15 First, brief- minutes. Although it's not neces- when the case. sary, we map a drive to the local Run "Cloud Drive" folder for conven- button The an- ient reference, i.e., "x" instead of appears swer is "C:\Users\UserName\Cloud (usually the cloud Drive." near the can let bottom of Illustration 2—Installation Screen you do 2. Saving and Opening Files the Inter- all that. net Explorer screen), click on it. Here are the steps we took to Regardless of whether you de- The desktop application will cloud-enable our Form 1041 tax cided to map your Cloud Drive download. Next, when the program. Actually, the program folder, you can perform Step 2 in download begins to run you see doesn't matter too much, the either of two ways. the dialog in Illustration 3. technique is the same for all our programs. First, if it's a one-time save or Click on the Create my Cloud you only wish to single out one Drive folder button and you’re 1. To Map or Not To Map particular file for cloud storage, done. in the open or save dialog simply When you set up a cloud drive navigate to the local "Cloud It’s Installed—Now What? as we described above, you end Drive" folder. up with a folder on your com- Backing up your data (client puter that is synchronized to a Second, set a program's default files) is important. But how about server at Google (or wherever). file location on the Options menu convenience? What about work- In Windows the folder is named to always open and save files to the local Cloud Drive folder. In other words, you always want to store all of your files in the cloud. Once you set the default location option, you won't even need to navigate tot he cloud folder. When you open or save files from within a Puritas Springs Software program, your program will automatically go to the cloud.

Your kids have probably been doing it with music files for years. Shouldn't you take advan- tage it? If security is an issue - and it probably should be - there Illustration 3—Create my Cloud Drive folder is a Google security statement Call us at 330-989-3165 or 330-485-3165 available at:

https://support.google.com/a/ answer/60762

Page 44 www.puritas-springs.com Volume 2013, No. 1 Secret Copy/PasteWindows Commands Tips Con’t Inbox Everyone knows about and

. But Divide by Zero ful. when they don't work in a par- ticular program, try [I am having problems with your What concerns me is that your for copy and for 2013 U.S. Income Tax for Es- product is NOT within the first paste. They work in just about tates and Trusts]. It won’t open page results from Bing, Yahoo or any Windows program where pages, allow me to input any- Dogpile. What does come up are you can enter and select/ thing or go to the next page. …. cloud based products (which I highlight text. They often work Attached are a few of the errors. abhor) and 1041 preparation when and

software within very expensive don't. Barbara Carlsen "professional" packages. Fortu- nately I found you through Google using variations of "1041 Three Top Notch Free Pro- Reply: Good Morning Ms. Carl- tax preparation software for grams sen. Sorry to hear of your trou- bles. Your attachment helped mac". Avira security software immensely. At $49.99 you bring 1041 prepa- ration into the realm of 1040 www.avira.com/en/avira-free- You may have more than one which is exactly what I am look- antivirus problem, but foremost is the “divide by zero” error. My infor- ing for. TeamViewer remote access mation is that the error is the Reply: We really appreciate your software result of your video card driver being out of date. This can be kind words. Thanks for letting us independently googled by know about those other search http://teamviewer.com searching “fmx divide by zero engines. We’ll take immediate error.” steps to see if we can get listed OpenOffice word processing, with those other services. spreadsheet, presentation, etc. I believe I can help you. Give me software a call at your convenience and I The Customer Is Always Right will remote connect to you and www.openoffice.org apply the necessary fixes. Good Morning. Our office cur- rently uses your Puritas software Google Tools - All available Ms. Carlsen: Thank you so program for Estate/Probate/Trust from the Google toolbar much for this information. …. clients. Your customer service is Everything sense to be working far above any other company we - if you've got fine. Thank you. Thank you. have ever worked with and we multiple phone numbers (i.e., Thank you. greatly appreciate that. Our com- home, office, cell, etc.) and pany is very small, 3-4 people in would like to manage them from the Title Office, 2 Attorneys in one phone, check out Google the Estate/Probate/Trust area Voice. We've been trying it out Thank God for Google and a Legal Assistant. Being a for about 2 months and we don't small company, keeping cost anticipate getting rid of it any I recently purchased affordable is a big factor for us. time soon. We may even use it Thank you. as a way to say goodbye to our W1041_13.app (Mac version) and am very glad I did! current telecommunications Reply: You’re very welcome. service provider. … You seem to be the only soft- The Truth About Notary Seals ware company that provides a stand alone 1041 tax preparation product and for that I am grate- I saw the brief note about pre-

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Volume 2014, No. 1 Law Office Computing Page 45 the that article in the sidebar on Inbox page XX for all the details. printing an image of the notary seal on documents, something I day. have done since 1989 or so. Short & Sweet One thing your readers might want to take note of is that the Please continue to send emails. law provides that the seal of the Thanks! State of Ohio - which is within the overall notary seal - is to be Judith Nicely, Attorney one inch diameter. This means that most mass-produced rubber Reply: Will do! stamp notary seals are too small (and not compliant), because they reduce the entire seal to Cloud Ethics one inch across. Ernie, because you asked ... The surrounding words and bor- ders - NOTARY PUBLIC - Please find a link to an ABA STATE OF OHIO - must go out- article summarizing the current side the one inch area. . . mean- climate for lawyers on the cloud: ing that a correctly sized seal will http://www.americanbar.org/publications/ usually be 1.25 - 1.5 inches gpsolo_ereport/2012/september_2012/ across. ethics_cloud_computing_lawyers.html

Steven B. VanSlyck Also, I switched to the cloud Attorney at Law after reading an OSBA article discussing it, but I can't locate Reply: We’re thinking that you’re the article right now. It was either referring to a sidebar on page 25 in the OSBA magazine or the of Law Office Computing, Vol- Solo Practitioner Newsletter. ume 2013, No. 1, “Adding A Notary Seal.” While we gave Maybe the ABA can give you specifics about how you could some fuel for the medical re- preprint the notary seal on a cords discussion. Deed Pro document—a war- ranty deed for example—we Good luck, didn’t get specific about size of the seal. In consequence, your Elizabeth Martindell additional information is greatly appreciated. Reply: Thanks. We’ve summa- rized some the issues raised in

It’s Our Pleasure

Ernie, thanks for all your help!

Debra Starbird, Attorney

Reply: Your email makes our

Call us at 330-989-3165 or 330-485-3165 Page 46 www.puritas-springs.com Volume 2013, No. 1 Product Upgrades

We no longer print version infor- paring the current version to the mation here because, by the end version number of your software, of the mailing cycle, most of the you can see if you’re out of date information is no longer current. and what you’re missing. An- It’s better to refer to our web site: other way is to click on your www.puritas-springs.com/ program’s Help menu and select currvers.aspx. First, it’s updated Download Upgrade and then almost daily. Second, web pages Check Availability. If a newer don’t have the physical size version is available, it will give limitations of paper, so we can you the option of downloading it. include much more information. UPGRADING FOR DUMMIES AUTOMATIC UPGRADES If you must manually perform the Our programs have the ability to upgrade and you need specific, download upgrades automati- step-by-step upgrading instruc- cally. When you start a program, tions, we’ve got just the thing. it determines whether you are Click on the Upgrade Instruc- connected to the Internet and tions link near the top of every checks for an available upgrade. page of our web site and you’ll If one is available, you are asked find everything you need to get whether you wish to download it. the latest and greatest. If you select Yes, the new ver- sion is downloaded and installed JOINING OUR EMAIL LIST automatically. We cannot emphasize enough In almost all cases, this avoids the importance and benefits of the necessity of needing to getting on our email list. Here manually install upgrades; how- are two: ever, if your system does not permit automatic upgrading, the  Special discounts and deals manual upgrade instructions can are available via our email- be found in your pdf manual on only sales. each program’s Help menu.  Subscribers get advance no- CHECKING THE CURRENT tice of updates and new re- VERSION leases.

By “current version,” we mean You can join by visiting our the latest available version of a Home page and clicking on the program. One way to determine Join Email link near the top. No the current version is to visit our registration or personal informa- web site (www.puritas- tion is required; simply enter springs.com), and click on the your email address in the text Version Info link that appears input field and click the Submit near the top of every page. All button. Don’t forget that if you programs are listed in alphabeti- have security or spam preven- cal order along with brief sum- tion software, you may need to maries of the changes. By com- add us to your white list. Call us at 330-989-3165 Volume 2014, No. 1 Law Office ComputingPurchaser Information Page 47 Order Form Name: Address: City, State ZIP: Puritas Springs Software Telephone: The Cleveland Trust Bldg. Card No. & Exp Date: 645 McKee Trail Card Security Code: Hinckley, Ohio 44233-9202 Email Address: 330-989-3165/330-485-3165

Quantity Software Title Price Total Official Bankruptcy Forms (WBank) $199.99 U.S. Estate Tax (W706) $159.99 U.S. Gift Tax (W709) $49.99 U.S. Income Tax for Estates & Trusts (W1041) $49.99 HUD Settlement Statement Forms (WHUD) $99.99 Living Trust & Estate Planner (WTrust) $129.99 Loan Amortizer (PSSLA) $49.99 Law Office Management Pack (OffMgt) $129.99 Ohio Programs Revised Ohio Child Support Guidelines (WROCSG) *-Mac version $129.99 Ohio Spousal Support Calculator (MA) **-Check here for Mac version $199.99 Family Law Practitioner’s Apprentice (FLPA) $199.99 Uniform Domestic Relations Forms (UDRF) $99.99 Basic Ohio Probate Forms (WBOPF) ($99 with purchase of county forms) $269.99 Cuyahoga County Probate Forms ($99 with purchase of all-Ohio WBOPF) $269.99 Franklin County Probate Forms ($99 with purchase of all-Ohio WBOPF) $269.99 Hamilton County Probate Forms ($99 with purchase of all-Ohio WBOPF) $269.99 Ohio Estate Tax (WOET) $159.99 Ohio Guardianship Forms (WOGF) $169.99 Ohio Wrongful Death & Minor’s Claims (WMinor) $79.99 Ohio Adoption Forms (WAdopt) $69.99 Ohio Fiduciary Tax (WIT1041) $49.99 Deed & Document Pro (WDeed) $89.99 Ohio Business Forms (OBF) $69.99 Ohio Business Dissolution Kit (OBDK) $69.99 Combination Discount Packs Family Law Combo (WROCSG & MA) or (WROCSG & FLPA) $224.99 Family Law Triple Pack (WROCSG, MA & FLPA) $299.99 Family Law Complete (WROCSG, UDRF, MA & FLPA) $379.99 Probate Combo (WBOPF & WOET) or (WBOPF & WOGF) or (WBOPF & W706) $327.99 Probate Triple Pack (WBOPF, WOET & W706) or (WBOPF, WOET & WOGF) $439.99 Probate Complete (WBOPF, WOGF, WOET, W706, W709, WAdopt, WMinor, W1041, WIT1041) $649.99 Practitioner’s Legal Suite (Every program in our library) $999.99 Continuing Legal Education Revised Ohio Child Support Guidelines—Sup Ct Reg No: $69.99 Ohio Spousal Support Calculation—Sup Ct Reg No: $119.99

Ohio residents and business must include sales tax for their county of business/ Subtotal residence. Prices assume a single-user license. Call for multi-user/multi-machine licens- ing and price information. All prices are subject to change based on time lapses Sales Tax between newsletter/catalog production and distribution. *Available in Windows, Mac & iPad versions. S/H $7.00 **Available in Windows & Mac versions only. Total

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