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S P L I T _ I T DOCUMENTATION Version 1.10 October 12, 1988 Written By: In Consultation With: BVB Software Steven D. Barnes Harry W. Verheul Attorney at Law 12066 Excelsior Avenue 707 N. Douty Hanford, CA 93230 Hanford, CA 93230 TABLE OF CONTENTS 1 INTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . 1 1.1 Program Purpose . . . . . . . . . . . . . . . . . . . 1 1.2 Demonstration Version . . . . . . . . . . . . . . . . 1 1.3 Fully Functional Version . . . . . . . . . . . . . . . 1 1.4 Terminology/Convention . . . . . . . . . . . . . . . . 1 1.5 Printing the SI Documentation . . . . . . . . . . . . 2 2 QUICK START (AN OVERVIEW) . . . . . . . . . . . . . . . . . . 2 2.1 Starting the Program . . . . . . . . . . . . . . . . . 2 2.2 Understanding the Menu . . . . . . . . . . . . . . . . 2 Program Menu Tree (Organization) (2); Using the Menu (3) 2.3 The Communications Line . . . . . . . . . . . . . . . 4 2.4 The Client Worksheet . . . . . . . . . . . . . . . . . 4 Description of Worksheet (4); Worksheet Items (5); Worksheet Status Line (5); Moving Around Worksheet (5) 2.5 Loading a File . . . . . . . . . . . . . . . . . . . . 6 2.6 Adding, Editing, and Deleting Items . . . . . . . . . 6 Worksheet Mode (6); Adding Items (6); Editing Items (6); Deleting Items (7) 2.7 Writing Reports . . . . . . . . . . . . . . . . . . . 7 2.8 Saving a Client Worksheet . . . . . . . . . . . . . . 7 2.9 Creating Client Files . . . . . . . . . . . . . . . . 7 Methods (7); Information Forms (8) 2.10 Quit . . . . . . . . . . . . . . . . . . . . . . . . 8 3 ADVANCED USAGE . . . . . . . . . . . . . . . . . . . . . . 9 3.1 Program Startup . . . . . . . . . . . . . . . . . . . 9 3.2 The System Files . . . . . . . . . . . . . . . . . . . 9 3.3 Create or Load Client File . . . . . . . . . . . . . . 9 Create (9); Load (10) 3.4 Using the Worksheet . . . . . . . . . . . . . . . . . 10 Add Item (10); Locate Item (11); Edit Item (11); Delete Item (12); Summary Display (12); Balancing the Worksheet (13) 3.5 Save Client File: . . . . . . . . . . . . . . . . . . 13 3.6 File Management: . . . . . . . . . . . . . . . . . . 14 Erase File (14); Copy File (14); Rename File (14); Directory (14) 3.7 Information: . . . . . . . . . . . . . . . . . . . . 14 Client (14); Spouse (15); Judicial Form (15) 3.8 Producing Reports: . . . . . . . . . . . . . . . . . . 15 Print Report (15); Print Device (15); Type of Report (16) 3.9 Header: . . . . . . . . . . . . . . . . . . . . . . . 16 Demo Version (16); Working Version (16) 3.10 Quit Program: . . . . . . . . . . . . . . . . . . . 17 3.11 Automatic Backup of Existing Files: . . . . . . . . . 17 Backup Automatically Created (17); Retrieve Original File (17) 4 REFERENCE SECTION . . . . . . . . . . . . . . . . . . . . . 18 Add Item . . . . . . . . . . . . . . . . . . . . . . . . . 18 All Items, Summary of Values . . . . . . . . . . . . . . . 18 Amount of Item, Locate . . . . . . . . . . . . . . . . . . 18 Client Information Form . . . . . . . . . . . . . . . . . 19 Continuous Sheet Printing . . . . . . . . . . . . . . . . 19 Copy File . . . . . . . . . . . . . . . . . . . . . . . . 19 Create File . . . . . . . . . . . . . . . . . . . . . . . 20 Delete Item . . . . . . . . . . . . . . . . . . . . . . . 20 Description of Item, Locate . . . . . . . . . . . . . . . 20 Directory of Files . . . . . . . . . . . . . . . . . . . . 21 Disk, Print Report to . . . . . . . . . . . . . . . . . . 21 Edit Item . . . . . . . . . . . . . . . . . . . . . . . . 21 Erase File . . . . . . . . . . . . . . . . . . . . . . . . 22 Exclude Items, Summary of Values . . . . . . . . . . . . . 22 Header . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Information Type Report . . . . . . . . . . . . . . . . . 23 Judicial Information Form . . . . . . . . . . . . . . . . 23 Judicial Type Report . . . . . . . . . . . . . . . . . . . 23 Listing Type Report . . . . . . . . . . . . . . . . . . . 24 Load File . . . . . . . . . . . . . . . . . . . . . . . . 24 Number of Item, Locate . . . . . . . . . . . . . . . . . . 24 One Sheet Printing . . . . . . . . . . . . . . . . . . . . 25 Print Report . . . . . . . . . . . . . . . . . . . . . . . 25 Rename File . . . . . . . . . . . . . . . . . . . . . . . 25 Save File . . . . . . . . . . . . . . . . . . . . . . . . 26 Screen, Printing . . . . . . . . . . . . . . . . . . . . . 26 Spouse Information Form . . . . . . . . . . . . . . . . . 26 Quit . . . . . . . . . . . . . . . . . . . . . . . . . . 27 5 TECHNICAL INFORMATION . . . . . . . . . . . . . . . . . . . 28 5.1 Minimum Requirements . . . . . . . . . . . . . . . . . 28 5.2 Files Used . . . . . . . . . . . . . . . . . . . . . . 28 5.3 Programming Language Used . . . . . . . . . . . . . . 28 5.4 Monitor and Printer . . . . . . . . . . . . . . . . . 28 5.5 Backup . . . . . . . . . . . . . . . . . . . . . . . . 29 6 INSTALLATION . . . . . . . . . . . . . . . . . . . . . . . 29 6.1 Hard Disk System . . . . . . . . . . . . . . . . . . . 29 6.2 Floppy Disk Operation . . . . . . . . . . . . . . . . 30 7 ORDER INFORMATION . . . . . . . . . . . . . . . . . . . . . 31 S P L I T - I T PROGRAM DOCUMENTATION 1 INTRODUCTION 1.1 Program Purpose The name of this program indicates its purpose. It is designed to facilitate the entering, balancing, and listing of assets and debts in a divorce settlement. The program was developed with the assistance of an attorney who specializes in divorce cases. The program is capable of producing three reports. The first report is a plain listing of the items to be used by the client and attorney. The second report is designed to be used in court presentations. And the third report is a single page summary of all information concerning the client, the spouse, and the judicial. 1.2 Demonstration Version A demonstration version of the program is readily available cost free. More likely than not, the version you are using is a demonstraction version. This program has full capabilities, with the exceptions that reports can not be printed out to a printer (only to the disk or screen) and the name of your company or law firm and the client's attorney will not appear on the reports. If you find the program useful, a fully functional version can be ordered by use of the Order Form on page 31. Information on the program and how to order it can be obtained by calling BVB Software at (209) 584-6447. 1.3 Fully Functional Version The fully functional version will be prepared for you by BVB Software. It will contain all information about your firm and the one person who is assigned to the divorse case. With this information, the reports will contain all information necessary to make them usable. Also available is a "Site License" which will allow your company to change the name of the person representing the client. 1.4 Terminology/Convention The letters "SI" will be used as an acronym for Split-It. Throughout this documentation the following conventions and terminology will be used: 1 <Enter> . . . Represents a key on the keyboard, in this case, the Enter key. This is sometimes called the <Return> key. 'Text' . . . Represents letters to be typed in and entered on the keyboard. "Text" . . . Represents a word precisely as shown between the double quotes. [Files] . . . Represents a selection in one of the many menus. 1.5 Printing the SI Documentation To print the documentation for the program, first make sure that the file named "SI.DOC" is on the floppy disk or hard disk directory which you are currently logged onto, also make sure that your printer is on. Type 'COPY SI.DOC PRN'. 2 QUICK START (AN OVERVIEW) 2.1 Starting the Program Installation of the program is very simple. If you are using a "floppy" only, no installation is necessary. if you plan to use "SI" on a hard disk, you must first install the program. Details of Software installation is contained in the Section entitled INSTALLATION, on page 29. Place the disk in the A: (or B:) drive, or it you have a Hard disk, change directories to where the "SI" program is located. Type in and enter 'SI'. After the entry Logo shows, the Main Menu will be shown (on the bottom of the screen), with the selection bar placed on the [Files] selection. You may also start the program with the name of the client file you wish to work with. This will load the client information and place you in the Worksheet so you may work with the file. This will be discussed later, in the Advanced Usage Section. 2.2 Understanding the Menu 2.2.1 Program Menu Tree (Organization): The following "tree" is a graphical representation of the various functions (commands) available within the program. Each of the commands will be explained in more detail in the Reference Section starting on page 18. 2 +------------------------+ | SPLIT_IT PROGRAM MENU | | ORGANIZATION | +------------------------+ +-Files--------+-Load | |-Save | |-Create | |-Management----------------------+-Erase | +-Information-------+-Client |-Rename | |-Spouse |-Copy | +-Judicial +-Directory +-Worksheet---+-Add Item | |-Edit Item | |-Locate Item----------------------+-Description | |-Delete Item |-Item Number | +-Summary of Values-+-All Items +-Amount | +-Exclude Item |-Report------+-Print (Start Printing) | |-Type-----------------------------+-Listing | +-Device (Output)----+-Continuous |-Judicial | |-One Sheet +-Information | |-Disk | +-Screen +-Header | | | | | +-Quit 2.2.2 Using the Menu: The menu appears at the bottom of the display screen and is illustrated below. (Not to scale) | | +----------------------------------------------------------+ | | |#####<-,-> then < to select, or first command letter#####| | [Files,] Worksheet, Report, Setup, Quit, | | Load, Save, Create, Information, Management, | +----------------------------------------------------------+ The above menu will be seen at the bottom, of the screen when the program is started. The top line is the Menu Bar, and it will give instructions on how to use the menu. On the Main Menu, the bar (first line) indicates how to activate commands on the Command Menu. In the above example, the [Files] command is selected. This and all other commands on the second line above, are options on the Main Menu. The third line shows 3 sub-commands. For example, the Files command has five sub-commands (Load, Save, Create, Information, and Management). To select (execute) a menu command you can either: 1. Highlight the command by moving the left or right cursor arrow (on the cursor pad), and then hitting <Return>, or 2. Hitting the first letter of the command you wish to select. On subordinate menus the Menu Bar will contain instructions on how to retreat from the current Command. The <Esc> key is used to backtrack to the Main Menu from anywhere in the program. 2.3 The Communications Line This line is immediately above the Menu Line and below the Worksheet area (see below), and it is generally blank. Important directions and hints will be displayed here. This line will also be used to prompt you for user input, such as "Quit program <Y>es or <N>o?". | | | <-------------Communications Area-------------------> | |#####<-,-> then < to select, or first command letter#####| | [Add Item], Edit Item, Delete Item, Locate Item | | Add an item to Worksheet | +----------------------------------------------------------+ 2.4 The Client Worksheet 2.4.1 Description of Worksheet: The following illustrates the appearance of the screen while in the Worksheet Mode. The example shows the Client Worksheet Heading, a shortened listing of items which would be a total of 5 items, and the Worksheet Status Line (bottom line of worksheet). 4 +================== W O R K S H E E T =====================+ | Item No. Item Description | | Total || C L I E N T | Respondent | | Value Debt || Value Debt | Value Debt | +==========================================================+ | 1 Real Estate | | 250000 -15000 || 250000 -15000 | 0 0 | +----------------------------------------------------------+ | 2 Household Furn., Furnishings, Appliances | /\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\/\ +----------------------------------------------------------+ | 5 Jewelry, Antiques, etc | | 35000 0 || 0 0 | 35000 0 | +CLIENT|----------------------------------|Resp. owes 5,000+ 2.4.2 Worksheet Items: Each item contains two lines of data and is separated with single horizontal lines. Specific information to be entered for each item is as follows; -------------Top Line of Item------------- * Item number, generated by program, * Description of Item, -----------Second Line of Item------------ * Total value of item, * Total debt, if any, against item, * Client's portion of value, * Client's portion of debt, if any, * Respondent's portion of value, * Respondent's portion of debt, if any. 2.4.3 Worksheet Status Line: The bottom of the Worksheet contains useful information about the status of the worksheet. On the left, the client file name appears, in the center, are instructions as to which keys to use to move around in the worksheet, and to the right is the net dollar "balance" of the sum of item values and debt for the entire worksheet. The "balance" gives you an immediate statement as to whether your client owes or is owed money. This will be useful in deciding how to assign values to the parties in the divorce. 2.4.4 Moving Around The Worksheet: While in the Worksheet Mode, each item occupies two lines, as explained above. The item currently selected is highlighted. Selection of items can be done by moving the selection bar (highlighting) to the item you wish to select. This can be done by using the cursor pad. The <up> and <down> arrows move the bar one item, while the <PgUp> and <PgDn> move the bar to the top or bottom of the page, and then to the next page. <Home> moves to Item 1, and <End> moves to the last item of the worksheet. Items can also be selected by description, item number, and item value (see Paragraph 3.4.2). 5 2.5 Loading a File It is assumed that sample client files, supplied with the program disk, are on the disk or hard disk directory for a file to be loaded. If no file exists, you will have to create one, as instructed in Paragraph 2.9 After the program is started, the [Files] command will be selected (highlighted) on the Menu Bar. Simply hit <Enter>, or hit <F> to select the Files option, this will bring up the Files Submenu, which is in turn positioned on [Load]. Again hit <Enter>. An alternate to this method is to hit <W> for Worksheet, and the program will then prompt you to: "<C>reate or <L>oad file. Hit <C> or <L>". Hit 'L' to load a file. A listing of all client files will now appear. Now position the selection bar (by using the cursor arrows) to the file you wish to select, hitting <Enter> when it is selected. This will retrieve the file and switch to the Worksheet Mode for working with the data. A client file can also be loaded from startup, by placing the client name on the "Command Line". See Program Startup on page 9. 2.6 Adding, Editing, and Deleting Items 2.6.1 Worksheet Mode: In the Worksheet Mode, the Menu selection is not in effect you instead have access to the items in the Worksheet. Once selected, you must exit the Worksheet Mode by hitting the <Esc> key, which will give you access to the Worksheet Menu (Add Item, Edit Item, Locate Item, Delete Item, Status Summary). Only Add Item, Edit Item and Delete Item are discussed below, The remainder of menu items will be explained in more detail in the Reference Section. 2.6.2 Adding Items: You must be in the Worksheet Mode to access [Add Items]. Hit <Esc> if in the Worksheet, or hit <W> and then <A> if on the Main Menu. This will place the cursor on a blank item line at the last line of the Worksheet. You may now enter in the data (described in Paragraph 3.4.1). The bottom line on the Worksheet frame, contains instructions on how to maneuver the cursor. 2.6.3 Editing Items: To edit items, you must first locate the item to be edited. This can be done by merely browsing, or by using the Locate command (see Paragraph 3.4.2). Once located, 6 hit <Esc> for the command menu and <E> for the Edit mode. The cursor will be within the item bar. Follow the instructions on the lower line of the Worksheet frame for instructions on editing (also refer to Paragraph 3.4.3). 2.6.4 Deleting Items: Items are deleted by first locating the desired item while in the Worksheet Mode, and then by hitting <Esc> and <D>. You will first be asked if you are sure. If so, hit <Y>. The screen will be re-displayed. Deletion of items is also discussed in Paragraph 3.4.4. 2.7 Writing Reports Once the Worksheet data is entered or edited correctly, then you may create one of three reports. These reports, serve different purposes. The first, called Listing Report, is to be used by the attorney and client as a simple listing for reference and as a working hardcopy (see Exhibit A). The second, called Judicial Report, is intended to be used for presentation in a legal setting (illustrated as Exhibit B). The third report is called the Information Report (Exhibit C) and is intended to be a summary on which all information related to the case is summarized. It would be useful to include this report with the Listing Report. To access these reports, locate on the Main Menu by hitting <Esc> until it appears, and then selecting [Reports] (either hit <R> or cursor over to highlight [Report] and then hit <Enter>). 2.8 Saving a Client Worksheet To save the file you are working on, you must be at the Main Menu from which you can select the [Files], followed by [Save] on the sub-menu. The file you are working on may also be saved when you "Quit" the program. When you select 'Q' from the Main Menu, you will be prompted if you want to save the active file. See paragraph 2.10 below. (refer to paragraph 3.5 for further information). 2.9 Creating Client Files 2.9.1 Methods: There are four ways to create a client file: 1) Select [File], from the Main Menu and [Create] from the File Menu, 2) If no file is active, select [Worksheet] from the Main Menu, and then select <C> for Create, or 3) Enter file name from the command line at start up i.e. 'SI NAME' where "NAME" is the name of the client file you wish to create. 7 4) Copy one file name to another name. This can be used if you want to use existing information as a starting point. 2.9.2 Information Forms: Next, in any cases, you will be asked if you desire to fill out the Client Information Form and Spouse Information Form, since these forms must be filled out before printing Reports. You may, however, enter 'N' if you wish to fill them out later. 2.10 Quit This selection will terminate the session and exit the program. If there is a client file active, and you have not saved it, you will be asked if you want to save it. The default selection in <Y>, so if you do, hit 'Enter' otherwise, if you don't care about loosing the current worksheet information, hit 'N' to quit. If an file of the same name exists, a backup will be made of that file before it is overwritten. 8 3 ADVANCED USAGE 3.1 Program Startup The program is started by typing 'SI' at the DOS prompt. You should be located on the diskette or subdirectory in which the program file is located. At startup, you can specify the client file name after "SI". This will load the client file specified, and place you in the Worksheet Mode. If the file name does not exist, then the name will be ignored, and you will be asked if you wish to Load or Create a file. To specify the file name "CLIENT", type in 'SI CLIENT'. 3.2 The System Files The program is a single program entitled "SI.EXE". Typing in 'SI' will execute the program. Sample client worksheet files are provided to facilitate use of the program. They are named "CLONE.DTA" and "CLIENT.DTA". All data (client) files end with the extension ".DTA". "CLIENT" is a practice file which contains twelve typical items that might be found in a divorce settlement. Amounts are entered for the value and debt for each item. With this file you can practice modifying, the amounts to balance the net value. You can also easily practice printing the reports. "CLONE" is a data file with items that often are found in divorce settlements. The items have zeros entered for value and debt, so that you can use this a form for entering actual dollar amounts. Items that are not used can be deleted, and items not found can be added. Details of Software installation is contained in the Section entitled INSTALLATION, on page 29. 3.3 Create or Load Client File 3.3.1 Create: A client file can be created by selecting [File] on the Main Menu, and then [Create], or if no file is active, by the [Worksheet] selection which gives you the option of either Loading a file from the disk or Creating one. When you are prompted, hit 'C' for <C>reate. You must then give the file a name, fill out certain Information Forms, by add at least one item, and then save the file. The steps to be taken are: 1) You are first prompted to enter the file name. The default name shown will be "Noname". Use this name, if you like it (I would hope not). It is better to use a file name which is the same as your client, or at least similar to his name. If you wish to use a different name, merely type it in 9 - it will overwrite the default name. The name may not exceed 8 characters and may include only characters acceptable to those used by DOS for file names. 2) You will then be asked if you desire to fill out the Client Information Form and Spouse Information Form, since these forms must be filled out before printing Reports. You may, however, enter 'N' if you wish to fill them out later. Client and Spouse Information Forms are accessed by the [Files], [Information] selections. (see Paragraphs 3.9, 3.7). 3) Items are added to the file through the [Worksheet], [Add Item] selection (see Paragraph 3.4.1). 4) If a file is already active, this selection, will allow the user to erase the information currently in the computer's memory so that he can either [Load] another file, or create another file. This action will not erase the file from the disk, but only from the screen and the computer's memory. 3.3.2 Load: (Discussed in Paragraph 2.5) With this selection client files, if any, are displayed and the user may select a file and load it into memory for editing, printing, appending of items. If no files appear on the directory, then one must be created as discussed above. 1) This capability is accessed from the Main Menu by selecting [Files], [Load] (also by hitting the keys <F> and <L>). These are the default selections, therefore hitting <Enter> twice will display the list of files. These files are displayed alphabetically. Up to 36 files are displayed in the worksheet in two columns of 18 file each. 2) Selecting a file is done by positioning the selection bar over the client file name and hitting <Enter>. The cursor functions to position the bar as follows: <Home> - first file in directory <End> - last file in directory <Rt> - move to right column of files <Lft> - move to left column of files <Up> - move to previous file <Dwn> - move to next file 3.4 Using the Worksheet 3.4.1 Add Item: Items are added by first accessing the Worksheet Menu. Hit <W> and then <A> from the Main Menu, or if scanning items in the Worksheet Mode, hit <Esc> and then <A>. At this point an empty item data form will be created at the 10 end of the Worksheet, and the field for "Item Description" will be highlighted awaiting input. After this is entered, you must input the value of the item and then assign all or a part of it to either the Petitioner or Respondent. In the same way, the debt, if any, must be assigned. The following information applies to data entry: 1) The item name should be entered first. 2) The input bar is then positioned at the item's value. After entering the item's value (or debt), it is automatically placed under the Petitioner's (first) column. You then have one of three choices: a) assign to first column (hit <Enter>), b) move to next (Respondent's) column by use of either the up or down cursor key, or c) enter any portion of the amount (less than or equal to the value) by typing in the numeric amount and then hitting <Enter>. 3) If the values (or debts) are split up, the remainder is computed and assigned to the other party automatically. At any point, you may save all the information on the form by hitting the key combination <Ctrl>-<Enter>. 4) When you have completed entering information for an item, you will be placed into the next blank item form, ready to enter data for the next item. If you wish to discontinue entering information hit <Esc> and you will be returned to the Worksheet Menu. 3.4.2 Locate Item: With this selection you will be able to locate any item in the Worksheet by Description, Item Number, or Value Amount. To access this feature, hit <W> from the Main Menu, or <Esc>, <L> if browsing the Worksheet. A sub menu will be offered, in which you may select <N>umber, <D>escription, or <A>mount. Make the desired selection, and you will then be prompted for the value to be located. The description will locate any occurrence of the entered letters, regardless of case. If found, the item location will be highlighted, and you will be placed in the Worksheet Mode. 3.4.3 Edit Item: To edit an item, you must obviously locate the item. Either browse through the worksheet or Locate the Item (see above). Once the item is found, hit <Esc>, and then <E> to edit. The following steps then apply: 1) At this point you may select the field within the item bar by using the cursor pad. The lower line of the 11 worksheet frame contains instructions on which keys to use. Generally, Cursor Up moves one field backward and Cursor Down moves one field forward. 2) A field may be edited either by retyping the data, or by positioning the cursor the specific characters of a field and entering characters. Typing overwrites the data, however, hitting the <Ins> key will toggle to insert mode. 3.4.4 Delete Item: Deletion of an item is relatively simple. You must first locate the item while browsing in the Worksheet Mode or by Locating the item as described in paragraph 3.4.2 above. To delete the item hit <Esc>, <D> if you are in the Worksheet Mode, or hit <D> if you had just located the item. You will be prompted to delete the item; hit <Y> to affirm the prompt, or <N> if you had accidentally hit <D>. 3.4.5 Summary Display: This selection on the Worksheet Menu calls up a submenu which allows a selection of either summarizes all items [All Items], or a summarizes all except the current selected item [Exclude Current Item]. The summary is displayed at the bottom of the Worksheet and is illustrated below: +============================================================+ | SUMMARY OF VALUES AND DEBTS | | CLIENT'S Respondent's Totals | | ---------------------------------------------------------- | | Value Totals 525,000 482,000 1,007,000 | | Debt Totals (46,500) (3,500) (50,000)| | Net Totals 478,500 478,500 957,000 | | | | Values and debts are balanced | +=================== Hit any key to resume! =================+ This summary should assist in understanding the relative values and whether your client owes or is due value. Hitting any key removes the display box and returns you to the worksheet. 1) All Items Summarized: This selection quickly summarizes all values and debts for both the respondent and petitioner. It all shows the totals for each party and a grand total. 2) Exclude Current Item: This selection does the same as for all items, but it excludes the currently highlighted item from the computations. This is a convenient way of checking what the effect of removing an item has on the overall worksheet's balance. If the results are to your liking, then delete the selected item. The summary will indicate that it is a summary which is excluding an item. For example, if 12 item number 2 were selected, the message would read "Petit. owes $6,000 with item 2 excluded". 3.4.6 Balancing the Worksheet: One of the most useful features of "SI" is the ability to quickly balance the dollar values and/or assignments to petitioner or respondent. This can be easily and quickly done in the edit mode of the worksheet. The effects of any change to an item's value, can be immendiately seen on the worksheet status line. A balanced worksheet will display "Balanced" on the right side of the worksheet. This will assist in knowing when and how much of an item or items need to be reassigned to Balance the Worksheet. Bottom Line of Worksheet +----------------------------------------------------------+ | 5 Jewelry, Antiques, etc | | 35000 0 || 0 0 | 35000 0 | +CLIENT|----------------------------------|Resp. owes 5,000+ 1) To reassign an item's value (or debt) to the other party, first locate the item, then enter the edit mode <Esc>,<E>, cursor down the the value (35000 above), and hit <Enter>. This will move the value to Petitioner's (first) column. If this is where you want it hit <Ctrl>-<Enter> otherwise hit the <Rt> arrow to move the Respondent. Hit <Ctrl>-<Enter> to assign. The right and left arrow move the amount to the other column. 2) To assign a portion to one or the other party, access the item as discussed above. Then, after hitting <Enter> (and <Rt> arrow to get Respondent's column) enter the portion of the item's value to be assigned to that party. For example, lyou may wish to assign 10000 of the 35000 to the respondent. Do this by going to the Respondent Column and entering 10000 over the 35000. The difference will be automatically assigned to the other party. 3.5 Save Client File: Once a client file has been created or modified, it must then be saved on disk if it is to be retained for future use. This is accessed by the [Files], [Save] selection. If you are not on the Main Menu, hit <Esc> until you are stationed there, and then hit <F>,<S>. 1) If the file already exists, it will be overwritten. This means that the previous data will be updated. A backup copy is made of the existing file before it is overwritten, in the event, you did not intend to overwrite it. The backup file has the extension ".BAK". See Paragraph 3.11 for added information. 13 2) Once saved, you may return to the Worksheet Mode to continue modifying the items, you may go to the [Reports] selection to print reports. 3.6 File Management: 3.6.1 Erase File: If you wish to erase a file, you must first enter the [Files], [Management] sub-menu. from there, select [Erase]. You will be presented with a directory of the client files from which you may use the highlighted bar to select the name to erase. Use the cursor arrows to select the file (see Paragraph 2.5). When selected hit <Enter>, and you will be asked to confirm that you want to delete the file. The default selection is No. If you do want to delete, hit <Y> otherwise hit <N> or <Enter>. 3.6.2 Copy File: This selection allows you to create another file with identical data contained in it, but with a different file name. This is useful if you want to use an existing file as a template, or starting file, in which you can change, add, or delete data. The "Clone" file on the original system disk, is intended to be used in this fashion - it has zeros entered for all values. For Example, select the [Copy] option from the [Files], [Management] sub-menu. A directory of files will be shown; now position the bar on "CLONE" and hit <Enter>. Enter the new name when prompted. Now you have a new file to start entering data on. 3.6.3 Rename File: In order to rename a file, select [Files], [Management], and then [Rename]. This will display a directory of files from which you locate the file to rename. Position the selection bar on the file, and hit <Enter>. You will be prompted for the new name to be used. If the name already exists, you will not be able to use it. If you must use the new for the file name, the existing file must first be erased, (see above). 3.6.4 Directory: This selection is accessed by [Files], [Management] and [Directory]. This merely shows a listing of files, which you can scan visually. You may not do any modifications to any files. 3.7 Information: 3.7.1 Client: The client form allows for the input of data about your client. It is accessed from the [Files], [Information] sub-menu by selecting [Client]. This form will also has the name of the person representing the client. Refer to Exhibit C for illustrations of the form and the information to be furnished. 14 1) If you have a Demo Version of "SI", the representative's name will be generic and not be accessable. The "Demo" message will appear, and you will have the opportunity to print an order form (by hitting <Alt>-<P>), or you can use the order form on page 31. 2) If you have obtained a working version, and a "Site License" you will be able to enter the attorney's name, otherwise, the name will be permanent. These selections are accessed by <C>, <S>, or <J> respectively. 3.7.2 Spouse: Information about the spouse, is entered on this form. It is accessed much the same as the client form, except that from the [Files], [Information] sub-menu, you select [Spouse]. Refer to Exhibit C for illustrations of the form and the information to be furnished. 3.7.3 Judicial Form: This form allows input of information concerning the court in which action is taken and about the case number. Refer to Exhibit C for illustrations of the form and the information to be furnished. 3.8 Producing Reports: 3.8.1 Print Report: This selection is found on the [Reports] submenu. From the Main Menu hit <R> and then <P>. It merely starts printing the selected report to printer, screen, or disk, depending on which device is selected below. You are prompted as to which report will be output to which device. The default setting for Report Type is the Listing report, and the print device is screen. These can be changed as described below. 3.8.2 Print Device: This selection allows you to select the device to output a report to. To invoke the command from the Main Menu, hit <R>, <D>. The output options are then presented on the menu line. You should hit <P>, <D> or <S>, depending on your preference. Each selection is discussed below: 1) Printer: This is the default output device for the fully functional version of Split_it. While you are working and adjusting, you should use the screen as an output. If you have the Demo version you will not be able to print directly to the printer, you will have to obtain the working version. Refer to the Order Form on page 31. 2) Screen: This selection sends output to the screen, and is the normally selected output device in the Demo version. In the fully functional version, the printer is the default selection. The screen can be selected from the [Report], [Device] menu. This is used to preview the report before actually printing to the printer. 15 3) Disk: This option will probably not be used often. It produces an exact copy of the selected report onto the default disk (currently logged) as a DOS file (also known as ASCII format). This file can then be transmitted by modem and phone to others needing the information, or can be read into you word processor for "doctoring up". The reports are saved in disk files which have the same name as the client's file name, but the extensions are ".LRP", ".JRP" and ".IRP" for the Listing, Judicial, and Information reports respectively. 3.8.3 Type of Report: The type of report can be selected from the [Reports] submenu by hitting the <T> for [Type]. There are three types which are discussed below: 1) Listing: This is a simple listing presented in a format very similar to that appearing on the computer display. It is intended to be merely a report listing all the items along with their values so that the information can be reviewed and corrected. To get a complete detail of all possible information about the divorce action, the Information Sheet should be attached to the report. 2) Judicial: The judicial report is intended to be the "final Product" of this program. It should be used in presentations at judicial settlement hearings. It is in an acceptable form and contains appropriate affidavits to be considered legal. If it is not exactly acceptable for your use, you can print this report to the disk, and then load it into your word processor for enhancements and modifications. 3) Information Sheet: This is a single sheet report containing all information entered on the File Information Forms and Setup form. The information consists primarily of names, addressed, phone numbers and legal information about those involved in the legal action. Exhibit D and E illustrate this information. 3.9 Header: 3.9.1 Demo Version: This selection presents you with a form containing information about the lawfirm or company, if you have the "Demo" version the information will be generic and not applicable on printed reports. The Demo version displays a message which identifies it as such and gives you the option of printing out an order form by hitting <Alt>-<P>. A complete working version can be obtained from BVB Software by filling in the Order Form on page 31. 3.9.2 Working Version: If you have obtained the fully functional version of "Split_it", then the information will 16 contain the information you furnished upon ordering the program. This information will be necessary since it is used in creating some reports. Exhibit E illustrates the form and the information contained thereon. 3.10 Quit Program: This selection will terminate the session and exit the program. If there is a client file active, and you have not saved it, you will be questioned if you are sure you want to leave. If you want to save the file, do so first, and then Quit. Otherwise, if you don't care about loosing the current worksheet information, hit <Y> to quit. 3.11 Automatic Backup of Existing Files: 3.11.1 Backup Automatically Created: When a file is saved, whether it is when you quit, or when you save the file (through [Files], [Save]), the program backs up existing files with the same name, if one exists. This is in case you did not intend to lose the original file. You will be prompted that the backup file was created. The file will be renamed using the client's name (up to first 8 characters) and adding the extension ".BAK". For example "CLIENT.DTA" is renamed to "CLIENT.BAK". 3.11.2 Retrieve Original File: To retrieve the file, you must exit the "SI" program and be at the DOS prompt. The idea is to use the DOS "RENAME" command to change the ".BAK" extension to ".DTA". You will need to change either the client file ("CLIENT.DAT") name or the name of the backed up file ("CLIENT.BAK"). This is necessary because the backup file will be renamed using the extension ".DTA", and two such files can not exist. To rename the backup, type in 'REN CLIENT.BAK CLIENT.DTA'. 17 4 REFERENCE SECTION In this section, Split_It commands (menu selections) are shown alphabetically. "Menu Selection" shows the selections that must be made starting from the Main Menu. If not in the Main Menu, you can easily get there by hitting <Esc> until you are there. Add Item Menu Selection: Worksheet, Add Items Action: This command will place you into the Worksheet mode at the end of the Worksheet and present you with an empty form into which you can enter data concerning an item's description, value and debt. If you are already in the Worksheet Mode, hit <Esc> and then <A>. Comments: During this action, you will be required to "assign" the item value and debt to either the Petitioner or Respondent. All Items, Worksheet Summary of Values Menu Selection: Worksheet, Summary, All Items Action: This command displays a window over the worksheet which will calculate the total values and debts for both parties. It also shows the net amounts and a grand total of values and debts. This selection is useful as a quick check on the overall worksheet balance. Comments: Also refer to "Exclude Current Item" in the [Worksheet], [Summary of Values] menu. 18 Amount of Item, Locate Menu Selection: Worksheet, Locate Item, Amount Action: The value of an item can be searched for by using this selection. It only scans for the items value and not any debt against it. Comments: None Client Information Form Menu Selection: File, Information, Client Action: This action brings up a form on which information about the client can be entered. This data will be included in reports. Refer to Exhibit D. Comments: This information is used on reports, so it must be entered if reports are to be complete. Continuous Sheet Printing Menu Selection: Report, Device, Printer Action: The printer is the device to which reports will be directed when you give the Print command. With this selection, the printer must be the continuous feed paper type (fan- fold paper). The printer prints the entire report, unless you hit a key to stop. Comments: If you have a single sheet printer into which you must feed the sheets one at a time, then refer to the "One Sheet" selection. 19 Copy File Menu Selection: File, Management, Copy Action: This command will result in another copy of the selected file to be copied (created) as another file name. The user will have to give another name to the selected file. If that file name already exists, you will be asked if you want to abort or overwrite the existing file. Comments: This command is useful if you currently have a file which can be used as a model for another client. Just Load the model file and when prompted for a name, type in the other client. Create File Menu Selection: File, Create Action: This allows you to start a new client file worksheet. It will discard the current data being worked on in memory and present the user with a clean worksheet for entry of new data. Comments: This action does not erase the file on disk, only in memory. Delete Item Menu Selection: Worksheet, Delete Item Action: Any items may be deleted from the listing by entering this selection. You must first position the selection bar on the item. Once positioned, execute the command. You will be given a second chance; you will be asked if you are sure. If you are already in the Worksheet Mode, hit <Esc> to exit and then hit <D>. Comments: None 20 Description of Item, Locate Menu Selection: Worksheet, Locate Item, Description Action: This action allows you to select an item by searching for any string of characters occurring within the item's description. The search is not case sensitive. This means that upper case or lower case letters will be accepted. The selection bar will stop at any item that contains the letters to be found. if nothing is found, the bar will remain at the original position. Comments: None Directory of Files Menu Selection: File, Management, Directory Action: This command merely displays the listing of client files, you can not select files for any actions such as erasing, copying, etc Comments: None Disk, Print Report to Menu Selection: Report, Device, Disk Action: Directs the report printout to the disk. If you are logged onto a floppy disk, it will be printed there, if on the hard disk the report will be printed there. Comments: This output device is useful if you wish to send reports to another person via disk, or via phone transmission. This device remains the output device unless you specifically change it. 21 Edit Item Menu Selection: Worksheet, Edit Item Action: This command allows you to access the currently selected item and change any of the item's information. I you are already in the Worksheet Mode, then hit <Esc> to exit and then <E>. Comments: As in the Adding of item information, you will be required to "assign" an item's value or debt to either the Petitioner or Respondent. This feature will be most useful in checking the effect of changes in the assignment of amounts (values or debts) on the overall workheet balance. The idea is to have "Balance" appear on the status line. Exclude Current Item, Summary of Values Menu Selection: Worksheet, Summary, Exclude Current Item Action: This command displays a window over the worksheet which will calculate the total values and debts for both parties, excluding the values for the current selected item. It shows the net amounts and a grand total of values and debts. This selection is useful as a quick check as to the effects of excluding an item from the worksheet, without having to delete it. If the effects are desireable, then you may wish to delete the item. Comments: Also refer to "All Items" in the [Worksheet], [Summary of Values] menu. Erase File Menu Selection: File, Management, Erase Action: By this action, you can erase files. You are presented with the file directory from which you can select the file to be erased. You are first asked if you are sure. Comments: None 22 Header Menu Selection: Header Action: This menu selection brings up the Header form which contains information related to the firm. This information is included with the program when you receive a fully functioning version. If you are using a Demo version, then "generic" information will show. An example form is shown in Exhibit E. This information will be printed on many of the reports. Comments: Also see Client, Spouse and Judicial forms. Information Type Report Menu Selection: Report, Type, Information Action: This selection, prints a single sheet that reports the information contained on all of the forms. It would be useful as a cover sheet for the Listing Report. It contains all addresses, phone numbers, and judicial information. Exhibit C illustrates this report. Comments: Also see the Judicial and Listing Reports. Judicial Information Form Menu Selection: File, Information, Judicial Action: This action brings up a form on which information about the judicial data can be entered. This data will be included in reports. Refer to Exhibit D. Comments: This information is used on reports, so it must be entered if reports are to be complete. 23 Judicial Type Report Menu Selection: Report, Type, Judicial Action: With this selection, you will get a report that is a legal type report that should be acceptable in a court of law, or in hearings and other legal proceedings. The report relies on information contained on the various forms (Client, Spouse, Judicial, and Header). Exhibit B illustrates this report. Comments: Also see the Listing and Info Sheet Reports. Listing Type Report Menu Selection: Report, Type, Listing Action: With this selection, you will get a report that is a line for line listing of the worksheet items, as they are displayed on the Worksheet screen. It is used as a simple reference report and a working copy. It will be usefull to the client. Exhibit A illustrates this report. Comments: Also see the Judicial and Info Sheet Reports. Load File Menu Selection: File, Management, Load Action: This selection will display the directory of client file names. You can then move the selection bar and select by hitting <Enter>. The Client file will be loaded onto the computer and you will be Placed in the Worksheet Mode. If no files exist you will be asked if you wish to Add Items (see Add Items). Comments: None. 24 Number of Item, Locate Menu Selection: Worksheet, Locate Item, Number Action: This action allows you to select an item by its number. Comments: Selection by number would only be useful if there are many items to select from, since browsing with the cursor pad keys moves through to items relatively fast. One Sheet Printing Menu Selection: Report, Device, One Sheet Action: The printer is the device to which reports will be directed. With this selection, the program will stop after each page of printing, and prompt you to insert the next page. This selection is intended for single sheet printers. Comments: Refer to selection "Continuous Printing" if you have a continuous feed paper feed. This is sometimes called fan-fold paper. Print Report Menu Selection: Report, Print Action: This selection will cause the selected report to actually be printed. It is like "Go". The type of report and the output device should be previously selected, or the default settings will be used. The default settings are Listing Report to the Screen. Comments: A prompt appears which tells you which report will be output to which device. Refer to following sections for further information. 25 Rename File Menu Selection: File, Management, Rename Action: This command allows you to select a file and to rename it to another name. If a file with the selected name already exists, then you are advised of this fact and then the command is aborted. If you still want to rename the file, you must first erase the existing file whose name you want to use. Comments: Copy File to make another file of the same data with another name. Save File Menu Selection: File, Save Action: This command will save the file you are working with. You may rename the file at this point. If a file exists, as is usually the case, you will be asked if you want to overwrite it. Comments: None Screen, Printing Menu Selection: Report, Device, Screen Action: The default output device is to the screen. This is probably the most commonly used device during creation of the data. Comments: Each time you enter the Reports selection the default device automatically becomes the screen. While in the Reports selection the selected device will remain that which is selected. 26 Spouse Information Form Menu Selection: File, Information, Spouse Action: This action brings up a form on which information about the client's spouse can be entered. This data will have the spouse's name but no other data will be required, as the spouse's attorney information is more appropriate. Refer to Exhibit D. Comments: This information is used on reports, so it must be entered if reports are to be complete. Quit Menu Selection: Quit Action: This selection will leave the program. If you have been working with a file, and the Worksheet is active, you will be prompted if you are sure? If so, hit the <Y>, if not merely hit <Enter>, since the default response is <N>. Comments: None 27 5 TECHNICAL INFORMATION 5.1 Minimum Requirements Computer . . The minimum memory size is recommended at 256K. This allows room for the program and about 100 items. Disks . . . . The program may easily be run with a single floppy disk or with a hard disk. 5.2 Files Used The Split_It "SI" system consists of the following types of files: Program . . . This file is the program file and it is named "SI.EXE". There are two versions of the program, one is a Demo version and the other is a complete working version. Read me . . . The file entitled "README.SI" contains a brief description of the files contained on the disk, and how to print the documenation manual. Print Doc . . This is a batch file which when executed will print the documentation. Client files These files are created by the user. The name (8 characters) is user created, but the extension is always ".DTA" Report files These files are generated by the program when reports are output to the disk. They have the same name as the client files, but end in an extension that indicates the report type. ".LRP", ",JRP", and ".IRP" for Listing, Judicial and Information reports respectively. 5.3 Programming Language Used The programming language used to develop the program Turbo Pascal Version 4. The source listing and files are available from BVB Software for a fee of $100. 5.4 Monitor and Printer Screen . . . The screen may be a monochrome or a color screen. The program automatically selects the appropriate video driver. The program works in the text mode only (no graphics are involved). Printer . . . Any printer will work with this program. It must be a parallel type hooked to the LPT1 port. The reports are designed to use only 28 the IBM character set. No special effect, such as italics, underline, or boldface, are used. 5.5 Backup There is no automatic backup incorporated into the program. Therefore it is up to you to backup the files when you have invested sufficient time to warrant saving. Some suggestions are offered: 1) While working with a file, you should save the data at least each 10 minutes. Do this by hitting <Esc> until you are on the Main Menu, then hit [Files], [Save]; hit <Enter> for your client file name and then <Y> when asked if you want to overwrite the existing file. 2) To insure that all of your client files are backed up, you should include them into your routine backup procedures for all the other important files you have (you do back them up). Either using DOS "BACKUP" or a commercial program such as "FASTBACK". At a minimum back up you client files to a disk on the "B:" drive by doing the following: 1) place you backup disk in the "B:" drive, 2) log onto the drive that contains your client files i.e. "C:\SI", 3) type 'COPY *.DTA B:', 3) to save report files type 'COPY *.?RP B:'. 6 INSTALLATION 6.1 Hard Disk System It is suggested that you create a separate directory for the program and data files associated with the "SI" system. A knowledge of DOS command is helpful, but if you follow these instructions, you should have no trouble. From the "Root" directory (At the "C:>\" prompt) type in and enter 'MD SI'. This will create a separate Subdirectory into which you will now copy the program and data files. Move into the "SI" subdirectory by typing 'CD SI'. You are now into the "SI" subdirectory and all copy instructions will target this directory. Place the program disk into the "A:" disk drive and type in and enter 'COPY A:*.*'. If you are not located in the "SI" subdirectory, a more general command will accomplish the same copy instruction: 'COPY A:*.* C:\SI'. The following files should be copied onto the Hard Disk: "SI.EXE", "SI.DOC", "CLIENT.DTA", and "CLONE.DTA". 29 6.2 Floppy Disk Operation With a floppy disk system the operation can be done with one or two disks described as follows: One disk . . The simplest is to keep the client files and program on the same disk. It can then be used on the "A:" or "B:" drive. You must be logged onto the drive that contains the disk. Two disk . . With this method, the client files will be on one disk drive and the program will be on the other. The currently logged drive should contain the client files. For example if on "B:>" then the client file disk should be in that drive. The program disk should be in the "A:" drive and is executed by typing 'A:SI'. 30 7 ORDER INFORMATION To order a complete working version of Split_It, fill out the following information: ============================================================= COMPANY INFORMATION This information will be coded into the program so that it will appear on the File Header Form and all reports. The attorney's name is not necessary if a site license is obtained. The Site License will allow you to enter the attorney's name. ============================================================= Name of Firm:_____________________________________________ Street Address:_________________________________________ Mailing Address:________________________________________ City:__________________________ State:___ , Zip:________ Phone:________________________ Attorney's Name:__________________________________________ ============================================================= ORDER INFORMATION -------------------------------------------------------------- Quantity x Price Each = Total Amount -------------------------------------------------------------- Program _________ $100.00 _________ Plus Site License, if desired $100.00 _________ California residents include Sales Tax (6%) _________ Total Price _________ ============================================================= Mail this form, along with check made out to BVB Software for the amount computed on the form to: BVB Software 12066 Excelsior Avenue Hanford, CA 93230 Indicate diskette size: _____ 5 1/4, or _____ 3 1/2" Your diskette will be mailed within 5 working days 31 EXHIBIT A ASSET/DEBT REPORT Marriage Dissolution of Samuel J. Smith and Susan S. Smith Sunday, August 21, 1988 at 2:09pm Item No. and Description Total || Petitioner | Respondent Value Debt || Value Debt | Value Debt =========================================================================== 1 Real Estate 250,000 (15,000) || 250,000 (15,000) | 0 0 ------------------------||------------------------|------------------------ 2 Household Furn., Furnishings, Appliances 12,000 0 || 0 0 | 12,000 0 ------------------------||------------------------|------------------------ 3 Jewelry, Antiques, Art, Coin Collections, etc. 35,000 (1,500) || 0 (1,500) | 35,000 0 ------------------------||------------------------|------------------------ 4 Vehicles, Boats , Trailers 50,000 (3,500) || 50,000 0 | 0 (3,500) ------------------------||------------------------|------------------------ 5 Savings, Checking, Credit Union, Cash 125,000 (25,000) || 125,000 (25,000) | 0 0 ------------------------||------------------------|------------------------ 6 Life Insurance (Cash Value) 250,000 0 || 0 0 | 250,000 0 ------------------------||------------------------|------------------------ 7 Equipment, Machines, Livestock 25,000 (5,000) || 20,000 (5,000) | 5,000 0 ------------------------||------------------------|------------------------ 8 Stock, Bonds, Secured Notes 60,000 0 || 0 0 | 60,000 0 ------------------------||------------------------|------------------------ 9 Retirement, Pens., Profit-Sharing, Anuities 120,000 0 || 40,000 0 | 80,000 0 ------------------------||------------------------|------------------------ 10 Acct. Receivables, Unsecured Notes, Tax Refunds 40,000 0 || 40,000 0 | 0 0 ------------------------||------------------------|------------------------ 11 Partnerships, Other Business Interests 0 0 || 0 0 | 0 0 ------------------------||------------------------|------------------------ 12 Other Assets and Debts 40,000 0 || 0 0 | 40,000 0 ------------------------||------------------------|------------------------ Page 1 Exhibit A-1 PROPERTY ASSET/DEBT SUMMARY CLIENT Respondent Total -------------------------------------------- Total Value 525,000 482,000 1,007,000 Total Debt (46,500) (3,500) (50,000) Net Amount 478,500 478,500 957,000 Assets and Debts are Balanced Page 2 Exhibit A-2 EXHIBIT B JUDICIAL REPORT I. M. Foryou | FOR COURT USE ONLY: 999-000-1111 | P.O. Box 321 | Sometown, None 99999 | Attorney for Samuel J. Smith | ---------------------------------------------| SUPERIOR COURT OF None | COUNTY OF King | 1400 21st St | P.O. Box 9898 | County Seat 99999 | Main Branch | ---------------------------------------------| MARRIAGE OF | Petitioner: Smith, Samuel J. | Respondent: Smith, Susan S. | --------------------------------------------------------------------------- PETITIONER'S CASE NUMBER: 88-6534 COMMUNITY & QUASI-COMMUNITY PROPERTY DECLARATION =========================================================================== Prop. for Div Item Brief Gross Amt. of Net Award to No. Description F.M.V. Debt F.M.V. Pet. Resp. --------------------------------------------------------------------------- 1 Real Estate 250,000 (15,000) 235,000 235,000 0 2 Household Furn., Furnishings, Appliances 12,000 0 12,000 0 12,000 3 Jewelry, Antiques, Art, Coins, Collection, etc 35,000 (1,500) 33,500 (1,500) 35,000 4 Vehicles, Boats, Trailers 50,000 (3,500) 46,500 50,000 (3,500) 5 Savings, Checking, Credit Union, Cash 125,000 (25,000) 100,000 100,000 0 6 Life Insurance (Cash Value) 250,000 0 250,000 0 250,000 Page 1 Exhibit B-1 7 Equipment, Mach., Livestock 25,000 (5,000) 20,000 15,000 5,000 8 Stocks, Bonds, Secured Notes 60,000 0 60,000 0 60,000 9 Retirement, Pens., Profit Sharing, Annuities 120,000 0 120,000 40,000 80,000 10 Accts. Reveivables, Unsecured Notes, Tax Refunds 40,000 0 40,000 40,000 0 11 Partnerships, Other Bus. Interests 0 0 0 0 0 12 Other Assets and Debts 40,000 0 40,000 0 40,000 ------------------------------------------------------- TOTALS 1,007,000 (50,000) 957,000 478,500 478,500 ------------------------------------------------------- I declare under penalty of perjury that, to the best of my knowledge, the foregoing is a true and correct listing of assets and obligations and that the amounts shown are correct; and that this declaration was executed on Saturday, September 3, 1988 at SomeTown State. ____________________________________ I. M. Foryou Page 2 Exhibit B-2 EXHIBIT C INFORMATION SHEET Marriage Desolation of Samuel J. Smith and Susan S. Smith Sunday, August 21, 1988 at 1:30pm ====================================================================== PREPARED BY for CLIENT I. M. Fouryou Samuel J. Smith Law Offices 1234 Any Street P.O. Box 1234 Somewhere, ST 99999 City or Town, ST 99999 Home: 999-222-3333 000-123-4567 Bus: 999-111-2222 ---------------------------------------------------------------------- RESPONDENT Susan S. Smith INFORMATION Represented By: Otto Quit P. O. Box 333 Anywhere, ST 99999 000-111-2222 ---------------------------------------------------------------------- JUDICIAL INFORMATION, CASE NO. 88-9786 Superior Court of KING, Main BRANCH 9876 Main St County Seat, ST 99999 ---------------------------------------------------------------------- PROPERTY VALUE/DEBT SUMMARY CLIENT Respondent Total -------------------------------------------- Total Value 525,000 482,000 1,007,000 Total Debt (46,500) (3,500) (50,000) Net Amount 478,500 478,500 957,000 Assets and debts are balanced ---------------------------------------------------------------------- Exhibit C-1 EXHIBIT D FILE INFORMATION FORMS +-------------------------------------------------------------------+ | | | C L I E N T I N F O R M A T I O N | | ------------------------------------------------------------------| | Client Information: | | | | Last Name: Smith | | First Name & M.I.: Samuel J. | | Mail Address: 1234 Any Street | | City: Somewhere State: ST Zip: 99999 | | Phone: 999-111-2222 | | ----------------------------------------------------------------- | | Represented By: | | | | Law Firm: Law Offices | | Attorney: I. M. Fouryou | | Client Represented as: [x] Petitioner, or [ ] Respondent | | | +-------------------------------------------------------------------+ +-------------------------------------------------------------------+ | | | S P O U S A L I N F O R M A T I O N | | ----------------------------------------------------------------- | | Spouse Information: | | | | Last Name: Smith | | First Name & M.I.: Susan S. | | ----------------------------------------------------------------- | | Represented By: | | | | Attorney: Otto Quit | | Mail Address: P. O. Box 333 | | City: Anywhere State: ST Zip: 99999 | | Phone: 000-111-2222 | | | +-------------------------------------------------------------------+ +-------------------------------------------------------------------+ | | | J U D I C I A L I N F O R M A T I O N | | | | County of: King | | Branch: Main | | Street Address: 9876 Main St | | Mail Address: 10000 Main St | | City: County Seat State: ST Zip: 99999 | | | | Case Number: 88-9786 | +-------------------------------------------------------------------+ Exhibit D-1 EXHIBIT E +------------------------------------------------------------------+ | | | M A S T E R H E A D E R | | | | Firm's Name: Law Firm | | Street Address: 1234 15th St | | Mailing Address: P.O. Box 321 | | City: Sometown State: ST Zip: 99999 | | Phone: 999-000-1111 | | | | | +------------------------------------------------------------------+ +=================================================================+ | SUMMARY OF ASSETS AND DEBTS | | CLIENT'S Respondent's Totals | | ------------------------------------------------------------- | | Value Totals 525,000 482,000 1,007,000 | | Debt Totals (46,500) (3,500) (50,000)| | Net Totals 478,500 478,500 957,000 | | | | Assets and debts are balanced | +===================== Hit any key to resume! ====================+ Exhibit E-1