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1990-11-07
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987 lines
1099 Series
IRS 1098, 1099 Forms Preparation
Version 1.4
Released 08-21-90
Herron Software
P.O. Box 1288
Battle Ground, Washington USA 98604
COPYRIGHT 1987-1990 Phil Herron. ALL RIGHTS RESERVED.
DISCLAIMER OF WARRANTY
__________________________________________
THIS PRODUCT IS PROVIDED FOR EVALUATION, AS IS
AND WITHOUT WARRANTY OF ANY KIND. THE AUTHOR
MAKES NO EXPRESS OR IMPLIED WARRANTIES,
INCLUDING BUT NOT LIMITED TO MERCHANTABILITY
OR FITNESS FOR ANY PURPOSE. IN NO EVENT SHALL
THE AUTHOR BE LIABLE FOR LOSS OF PROFIT OR ANY
OTHER COMMERCIAL DAMAGE ARISING FROM EITHER
THE USE OF OR THE INABILITY TO USE THIS PRODUCT.
This product should be thoroughly evaluated
using backed up or noncritical data and files.
______________________________________________________________
Evaluation Preface Section
______________________________________________________________
Shareware.............................................. 0.1.0
What it is........................................... 0.1.1
License Terms........................................ 0.1.2
Registration......................................... 0.1.3
Benefits, Forms, Fees, Quantity discounts
Evaluation............................................. 0.2.0
Evaluation Version................................... 0.2.1
Evaluation Menu...................................... 0.2.2
Virus Prevention..................................... 0.2.3
_____________________________
0.1.0 Shareware
_____________________________
0.1.1 The SHAREWARE Concept
_____________________________
"Shareware" is a software distribution method which enables
the potential user to obtain software at very low initial
cost, for evaluation on a trial basis.
You can evaluate the software in your own environment, on your
own machine, with the programs and data that you normally use.
You're not required to become a registered user unless the
software meets your needs.
Another benefit of Shareware is lower pricing. By minimizing
the marketing and advertising expenses associated with more
traditional software distribution methods, Shareware products
can be priced lower. You don't pay for what you don't need or
use.
You are encouraged to share the evaluation version of this
software with others, so long as you follow the limitations
set forth in the LICENSE TERMS section below.
0.1.2 LICENSE TERMS
_____________________
This product and its documentation are copyrighted and owned
solely by the author, who reserves all rights to any benefits
derived from it. It is distinctly separate from, and should
not be confused with, those categories of software known as
"public domain" or "freeware."
You are granted the right to use the evaluation version of
this software on a trial basis for a limited amount of time,
to decide whether to continue using (and therefore whether
to register) the product.
You can transmit this evaluation version to associates by
copying on diskette or uploading to electronic bulletin
board or other online services, so long as the program,
documentation and any associated files are distributed
together, and not altered in any way.
0.1.3 REGISTRATION
____________________
When you send in the registration form and fee, you'll receive
by return mail a diskette containing the latest REGISTERED
version of the program and documentation.
BENEFITS OF REGISTRATION
The registered version WILL NOT include the Evaluation Menu
front end, start-up time delay or forms printing sections of
this version. Thus it will be more convenient to use, from
either the DOS prompt or from batch files. It will also be
12K-15K bytes smaller, for more efficient disk storage and
faster loading.
The registered version WILL include any new functions
or enhancements made to date.
You will receive notification of future updates and
new products.
You will be able to upgrade to newer versions at a
reduced cost.
REGISTRATION FORM
The registration form and a pre-addressed mailing cover
can be printed from the "Forms Printing" selection of
the Evaluation menu, discussed in section 0.2.2 below.
FEES
The single-quantity registration fee is displayed on the
initial Evaluation Menu screen. Higher quantities are
discussed below.
QUANTITY DISCOUNTS
Each registered copy of this software will be licensed for
operation at a single location (on a single terminal or
computer) at any one time. If you need to run the software
on more than one terminal or computer at the same time, the
appropriate number of registrations must be made.
Multiple-quantity registration fees are displayed in the
"QUANTITY DISCOUNT" section of the Evaluation menu.
You can take advantage of quantity discounts by ordering
multiple registrations of one program or single
registrations of several different programs at the same
time. You also save on shipping and handling charges
by registering several products together.
_____________________________
0.2.0 Evaluation
_____________________________
0.2.1 EVALUATION VERSION
__________________________
This software contains the complete and fully functional version
of the program, the latest available at the time of this release.
The program itself is identical to the REGISTERED version.
An Evaluation Menu and forms printing section were added
to ensure that:
(a) Registration information and forms will not
become separated from the program file.
(b) Users who might be unfamiliar with the process
of displaying a file's contents on the screen or
printer will have no difficulty learning about,
evaluating or registering this product.
0.2.2 EVALUATION MENU
_______________________
The program is invoked from the DOS prompt by typing its name
and pressing the RETURN or ENTER key.
The initial screen displays the warranty section and some
information about the program:
Program name,
Version number,
Release date,
Single-quantity registration fee.
It next displays the Shareware Product EVALUATION MENU.
A single key press will select the following functions
from the menu:
ESC - EXIT to DOS without evaluating this program
R - READ the documentation (THIS file)
x - EVALUATE this program
Q - QUANTITY Discount information
F - FORMS printing menu - registration & mailer
When you press "R" to READ the documentation, this file will
be shown one screen at a time. The display pauses whenever the
screen becomes full, and prompts...
<downArrow> or Esc
The <downArrow> character is similar to the "MORE" prompt in
other DOS utilities. It indicates that more is available.
Press ESCape to exit back to the Evaluation Menu, or any normal
typing key to continue (space bar is a convenient key to use).
0.2.3 VIRUS PREVENTION
________________________
If you'd like to evaluate this software but you're not sure
where it's been, you can order a copy straight from the source.
See the SHAREWARE PRODUCT CATALOG section at the end of this file.
_________________________________________________________________
Table of Contents Section
_________________________________________________________________
1099 Series................................................ 1.0
Introduction............................................ 1.1
Explanation............................................. 1.2
System Requirements..................................... 1.3
Installing........................................... 1.3.1
Help.................................................... 1.4
Operating Screen........................................ 1.6
Menu Selections......................................... 1.7
Entering data........................................... 1.8
Notes................................................... 1.9
Version History......................................... 2.0
Support.................................................... 9.0
Problem Resolution...................................... 9.1
Before Reporting........................................ 9.2
Reporting a problem..................................... 9.3
Custom Modifications.................................... 9.4
Correspondence.......................................... 9.5
Shareware Product Catalog................................. 10.0
******************************************
NEW in this version
******************************************
*** Left/Right justification, Upper/Lower
case conversions for individual lines.
*** Function to delete word to right of cursor.
*** Functions to move cursor to top or
bottom data screen.
*** Selectable printer number.
_________________________________________________________________
1099 Series
1.0
IRS 1098, 1099 Forms Preparation
_________________________________________________________________
1.1 INTRODUCTION
__________________
This product series provides quick, easy data entry and printing
for a number of Internal Revenue Service (IRS) forms.
It provides efficient forms preparation for single or multiple
clients, using data from manual or other accounting systems
that do not generate the appropriate forms.
Since printing placement is handled automatically (after
alignment in the printer), forms can be prepared much faster
and more accurately than by manual methods.
All entered data can be quickly reviewed before printing,
and edited if necessary.
Editing features include erasure by line, screen or form; line
copying; cursor movement or deletions by character or word;
insert or overwrite mode; upper/lower case conversion; left or
right justification.
Each program follows, as closely as possible, the layout of its
associated form. Prompting text on each data entry line is
condensed from that of the associated IRS form; line/box numbers
are presented where applicable. Data entry lines are arranged
into logical groupings such as payer information, recipient
information, and amounts.
Each program prints on standard pre-printed IRS forms, which are
available in quantity from most tax forms suppliers.
1.2 EXPLANATION
_________________
Programs are currently available for the following IRS forms:
1099-MISC Miscellaneous income statement
1099-INT Interest income statement
1099-S Real Estate Transactions statement
1098 Mortgage Interest statement
1.3 SYSTEM REQUIREMENTS
_________________________
PC, XT, AT or compatible.
DOS version 2.1 or later.
1.3.1 INSTALLING
__________________
The program can be run from diskette or from hard disk.
No installation is necessary, other than copying the
files to a drive and directory of your choosing.
1.4 HELP
__________
Can't remember the command line syntax?
Programs in this series have no optional parameters;
just enter the program's name from the DOS prompt.
1.6 OPERATING SCREEN
______________________
An operating screen appears whenever the program's name is issued
from the DOS prompt (or from a batch file).
1099-MISC screens are shown below; other programs in the series
have similar screens, varying only in data entry prompts and
number of lines per screen.
The screen displays a copyright block, data entry section and
horizontal menu:
__ 1099M _______________________________________________________
|________________________________________________________________|
▓▓▓▓▓▓ Screen 1 - Payer ▓▓▓▓▓▓▓▓
Void ........ [ ]
Corrected ... [ ]
PAYER NAME .................... ▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒
Address 1 ...............
Address 2 ...............
City, State, ZIP ........
Federal ID # ............
░F1-help Alt-░Print -░Erase -░Mark -░Copy -░Quit or ░Esc
Each data entry section begins with a title in reverse video,
followed by prompting text on the left side, and data entry area
on the right.
Any unused space in the active line (the line containing the cursor)
contains a shaded pattern to indicate maximum field length.
The main menu at the bottom of the screen lists actions that can
be initiated by pressing highlighted keys, most in conjunction
with the ALT key.
Other screens in 1099M:
▓▓▓▓▓▓ Screen 2 - Recipient ▓▓▓▓
RECIPIENT ID # ............... ▒▒▒▒▒▒▒▒▒▒▒▒▒▒▒
Name - 1st,mid,last .....
Address .................
City, State, ZIP ........
Acct # (optional) .......
▓▓▓▓▓▓ Screen 3 - Amounts ▓▓▓▓▓▓
1. Rents ....................... $▒▒▒▒▒▒▒▒▒▒▒▒
2. Royalties ................... $
3. Prizes & Awards ............. $
4. Fed Income Tax W/held ....... $
5. Fishing Boat Proceeds ....... $
6. Med & health care pmts ...... $
7. Nonemployee compensation .... $
8. Substitute pmts in lieu of .. $
9. Direct Sales >=$5k/resale ... [ ]
1.7 MENU SELECTIONS
_____________________
NOTATION: Alt-x means the ALT key is held
while pressing another key.
HELP - F1 or Alt-H
Function key F1 displays a number of help screens containing
summaries of Menu selections, Editing and Movement keys.
PRINT - Alt-P
The Print submenu contains selections related to printing:
P - Print form: sends a completed form to the printer.
A - Alignment pattern: prints a form containing X's in
each position of each data field.
F - Formfeed/Pagefeed submenu:
F - sends a FormFeed (22 lines, the length of one
1099-series form) to the printer.
P - sends a PageFeed (66 lines, standard page length)
to the printer.
S - Select printer number 1, 2 or 3 (1 is default).
M - Margin setting: selects left margin to be used when
printing forms.
Esc - return to prior menu.
ERASE - Alt-E
The Erase submenu provides selectable data screen erasure:
E - Erase all data screens.
1 - Screen 1 erase.
2 - Screen 2 erase.
3 - Screen 3 erase.
Esc - return to prior menu.
MARK - Alt-M
Alt-M marks the current line as the source for one or more
copying operations.
COPY - Alt-C
The Copy submenu allows you to select a line to be copied.
Besides the following prompts, each associated line of text
(if one exists) is displayed.
C - Copy marked line (one selected with Alt-M), or
F - copy line from prior Form (the form previously
entered and erased).
Esc - return to prior menu.
QUIT - Alt-Q or Escape
This selection terminates the program after receiving
confirmation. The prompt is
Quit? (y/[n])
Any entry other than "Y" or "y" allows the program to continue.
1.8 ENTERING DATA
___________________
When first run, each program's evaluation version displays
descriptive text in most of the data entry fields. The
registered version starts up with all data fields blank.
Old data can be deleted by overwriting (typing in new data),
by using ^E or ^Y to erase each individual line, or by using
the Alt-E key combination to erase one or more screens.
The quickest method when entering the first form is to use
Alt-E E
Hold down the ALT key and press E to get the ERASE submenu,
then press E again (the ALT key is not needed with the
second E) to erase the data from all screens.
With subsequent forms, you may want to use Alt-E with one of the
other erase options to clear only certain screens. For example,
if you are processing a number of forms containing the same payer
information but different recipient data, after printing a
completed form you can retain payer data for the next form by
using
Alt-E 2
and
Alt-E 3
to erase only the recipient data and amounts.
[ ] CHECKBOXES
To "mark" a box, enter an "X" in it. Any non-space character can
be used, and will be automatically converted to an uppercase "X"
when the cursor is moved to the next position.
To "UNmark" a box, enter a space character in it with the spacebar.
If you leave the NUMLOCK key set (on) to enable use of the numeric
keypad, press the «Shift» key to gain access to the Arrow, Home/End,
PgUp/PgDn keys.
After ENTERing or EDITing a data line, the Return (or Enter) key can
be used, but is not necessary. ANY of the MOVEMENT keys can be used
to go up or down to the next line to be edited.
Editing and Movement keys are summarized in several help screens
and below.
CURSOR MOVEMENT KEYS
─ ─ ─┘ move the cursor one line or character at a time.
^─ or Tab - move right to next word
^─ or Shift-Tab - move left to prior word
Home, End - move to beginning or end of line
^Home, ^End - move to top or bottom of screen
PgUp, PgDn - move to prior or next screen
^PgUp, ^PgDn - move to top or bottom screen of form
NOTATION: ^ means the CTRL key is held while pressing another key.
EDITING KEYS
INSert - Switch between Insert and Overwrite mode.
Insert mode moves existing characters to the
right as new ones are typed, and is indicated
by a tall cursor.
Overwrite mode (the default) overwrites
existing characters with new ones typed,
and is indicated by a short cursor.
BackSpace - Erase character to left of cursor
DELete - Erase character under cursor
^E or ^Y - Erase current line
^W or ^T - Erase word to right of cursor
^U - Uppercase/Lowercase conversion
(current line only)
^J - Justify Left/Right conversion
(current line only)
NOTE: ^Y and ^T above are included for users
familiar with WordStar commands.
1.9 NOTES
___________
DUPLICATING LINES
Repetitive data such as City, State, Zip can be duplicated
from a marked line or from the prior form.
FROM MARKED LINE
* Move cursor to line to be duplicated.
* Press the Alt-M key combination to MARK that line.
* Move cursor to destination line.
* Press Alt-C, then C to Copy marked data.
FROM PRIOR FORM
* Move cursor to destination line.
* Press Alt-C, then F to copy prior Form's data.
DEFAULT SETTINGS
Several prompts display a default/current value in brackets.
In each case, the default value can be retained by pressing
the Return key, as in these examples:
Printer number (1 .. 3): [1]
The current setting is printer 1; enter 1, 2 or
3, or press Return to retain the current setting.
Printer left margin (0 .. 99): [4]
The current left margin setting is 4; enter any
new value from 0 through 99, or press Return to
retain the current setting.
FORMS ALIGNMENT
The Print submenu selection "A" prints an alignment pattern
consisting of "X" characters in all possible printing
positions on the form.
The printer margin may need adjustment, either at the printer
or by changing the Margin from the Printing submenu.
The exact margin setting will depend on the printer being
used and on the source of the blank forms; forms from
different sources may vary somewhat in their positioning
of the form on the page.
2.0 VERSION HISTORY
_____________________
1.00 Initial release.
1.1 Added printer ready check and alignment pattern.
1.2 Redesigned menu and help screen; disabled ^Break.
1.3 Added selection of printer number and margin, and
^PgUp, ^PgDn to move to top or bottom data screen.
1.4 Added editing keys for justification, case, word delete.
_________________________________________________________________
9.0 Support
_________________________________________________________________
9.1 PROBLEM RESOLUTION
________________________
Please document and report any anomaly in program operation,
whether it's a genuine "bug" or just some feature of the
program that particularly "bugs" you.
If you're the first person to document and report a problem
that we agree needs attention, you'll receive a free upgrade
with the correction when it's been made. If you're a
registered user, you'll get the upgraded registered version;
if you haven't yet registered, you'll get the upgraded
evaluation version.
9.2 BEFORE REPORTING
______________________
Things to try prior to reporting a problem:
1 - Reread the documentation to make sure you understand
what we thought we understood when we wrote it.
2 - If the system reports "Bad command or file name" when
you attempt to run the program, its executable file
(or at least the file name you specified) was not found.
First, make sure no typos or misspellings have crept
into your command line; next, try changing your PATH
setting, or make the drive & directory where the program
resides the "current" drive & directory.
3 - If the program is being run from a batch file, try
deleting lines previous to the line that actually
invokes the program, to see if some prior activity
is causing the problem.
4 - If you have any memory-resident or "TSR" utilities
installed (pop-up calculators/note pads, keyboard
enhancements, etc.), try removing them from memory
and running the program again to see if the problem
reoccurs.
9.3 REPORTING A PROBLEM
_________________________
If the problem persists, please document it as completely and
accurately as possible; we have to be able to duplicate it
before we can begin to resolve it.
Include at least the following:
1 - Version of DOS you are using.
2 - Machine type, drives, memory, etc.
3 - Programs executed prior to the problem.
4 - Problem program's name and version number.
5 - Where and how you obtained the problem program.
6 - Address and/or phone number where you can be contacted.
7 - Anything you can think of that might relate to the problem;
for example, listings of your AUTOEXEC.BAT and CONFIG.SYS
files, or any batch files used to run the program.
8 - Any relevant printouts.
NOTE: If you're a registered user, you'll find the utility
UserResp.Exe on the distribution diskette; it can be used
to print a pre-addressed mailer and a problem report.
If you have not yet registered, send problem reports to the
address below (or print the pre-addressed mailer from the
Evaluation Menu).
9.4 CUSTOM MODIFICATIONS
__________________________
If you need custom modifications to this software for your
particular application, please write to the below address
with complete details of your requirements.
9.5 CORRESPONDENCE
____________________
We welcome any comments or suggestions you might have
concerning improvements and future enhancements to this
product. Send all correspondence and orders to:
Phil Herron
P.O. Box 1288
Battle Ground, Washington USA 98604
_________________________________________________________________
10.0 Shareware Product Catalog
_________________________________________________________________
This section contains a list of our other Shareware products;
it may be updated whenever products are added or changed.
____________________________________________
If you'd like to try any of the programs in this catalog,
but can't find them locally, you can order evaluation disks
straight from the source...
Each disk (5.25" DSDD 362K) holds up to five programs and associated
documentation files. Include $4.00 for the first disk, shipping and
handling. Add $2.00 for each additional disk of programs you want
to evaluate (Example: $4.00 for 1 to 5 programs, $6.00 for 6-10,
$8.00 for 11-15, etc.). All payments in U.S. funds; Washington
State residents must add 7.6% of the total for sales tax. If
your address is outside the U.S. and Canada, include an
additional $6.00 for shipping.
Include your mailing address and the names of the programs you
want to try. By return mail you'll receive the latest versions
for evaluation.
____________________________________________
Or, you can download them from several online services...
GENIE - in the IBM PC Software Library (menu 616)
DELPHI - in the GROUP/PC compat/ DATABASE/GEN area
Once in the download areas, search for keyword HERRON.
____________________________________________
PROGRAM SPECIFICATIONS AND REGISTRATION FEES
MAY CHANGE WITHOUT NOTICE.
____________________________________________
1099 Series - Entry/editing/printing of IRS forms:
1099M - 1099-MISC Miscellaneous income statement
1099i - 1099-INT Interest income statement
1099S - 1099-S Real Estate Transactions statement
1098 - 1098 Mortgage Interest statement
ChkD - Check_Disk_space reports disk drive space usage. It reports
drive cluster size, then drive space TOTAL, FREE and USED by actual
value and by percentage. Faster and more convenient than the DOS
"dir" or "chkdsk" utilities for displaying drive information.
ChkM - Check_Memory_space reports standard system memory (RAM) space
usage. It reports memory space TOTAL, FREE and USED by actual value
and by percentage. Faster and more convenient than the DOS
"chkdsk" utility for displaying system memory information.
CleanOut - Clean_Out_files searches all directories of the default
drive for file(s) specified on command line (wildcards * and ? are
legal). Each time a matching file is found, the user is prompted
for disposition: Delete or Save. File contents, either text or
binary, can be VIEWED before deciding. A single press of the "S"
key saves a file; a double press of the "D" key deletes it. An
optional mode allows deletions without confirmation. Useful for
cleaning out .BAK file leftovers, among others.
CleanTxt - Clean_Text converts WordStar text files to straight ASCII.
It strips out certain control characters, and will optionally expand
tab characters to the appropriate number of spaces.
CleanZ - Most text editors won't read files beyond the first control-Z
end-of-file character. Control-Z's can become embedded in a text
file when several files are combined using the DOS "type" command.
CleanZ will strip out each control-Z, or it will optionally replace
each with a seldom-used character, to ease the task of locating the
former boundaries in combined files.
DiskInit - Diskette_Initialize erases all files and subdirectories on
a 5.25 inch 362k DSDD diskette in about two seconds. It does not
initialize marked bad sectors, but tells you to reformat instead.
ErrLev - ErrLev is a utility for testing batch file "if errorlevel"
statements. During testing, executable program calls are commented
out and replaced with "ErrLev nn", where nn is the DOS errorlevel to
be simulated. The simulated errorlevel then exercises branching
commands in the batch file under test.
FindD - Find_Directory searches the default drive for specified
subdirectory names, and lists the complete path to those found.
FindF - Find_File searches the default drive for specified files, and
writes the file information to screen or disk. Useful for locating
misplaced files or for generating a listing of all files and
subdirectories on the default drive.
FreqCh - Letter-frequency analysis of text or binary files; handles
the full 256-character extended Ascii set; display is sorted in
order of Ascii code or frequency of occurrence.
Gen - Generate_file replaces several trial-and-error methods of
building specific-sized files for printer, storage or timing tests.
It generates files of any size from zero to twenty million bytes,
much faster than typing random characters into a text editor.
Besides generating files on disk, it can send characters directly to
the console screen, printer or other DOS device.
Index - Text file INDEX word list utility. Strips punctuation,
digits, whitespace, trivial words and words shorter than a specified
minimum, then writes remainder to disk file, one word per line.
KeyCode - KeyCode responds to each press of a key or combination of
keys by displaying the key or combination pressed, its associated
Ascii character (if any), key type (normal or extended), Ascii code
and Scan code.
KeySet - KeySet's interactive mode displays the current settings of
the CapsLock, NumLock, ScrollLock and PrtSc (Print Screen) keys, and
allows them to be changed. The command line mode directly sets the
keys to specified states, allowing use of a batch file for
presetting at system boot-up or between applications.
PhLBL - Ph_Label prints label text stored in easily-maintained ASCII
files. Each label/card/tag can contain embedded commands for date,
time, left margin, and selectable printer attribute for each line;
5, 8.5, 10, 12, 17 or 20 characters per inch pitch, normal/bold/
underlined on Epson compatible dot-matrix printers.
PrinTest - PrinTest repetitively displays the status of ports assigned
to parallel printer interfaces. It can be used to isolate problems
to the printer interface card, the cable or the printer itself. It
reports printer and port number, status byte and status condition.
Qscr - QuickScreen converts a single text screen to an executable file
for more rapid display. The resulting .COM file will write a screen
of text much faster than batch file ECHO statements. Useful for
setting up compact menu systems, demos and tutorials.
ScanF - Scan_File speeds up the search for ASCII text strings within
executable files. It filters out the unintelligible control and
extended characters, allows user definition of minimum string length
for display, and pauses after each screen of information.
ScanM - Scan_Memory speeds up the search for ASCII text such as ROM
copyright statements and machine identification, anywhere within
standard system memory space. It filters out the unintelligible
control and extended characters, displays each string longer than
three characters, and pauses after each screen of information.
Split - Split_file breaks huge text files down into smaller ones that
will fit into your text editor or onto a diskette. Useful for
working on large files with a limited filesize memory-resident
notepad utility.
StoRm - STOrage_RooM reports the amount of disk space required for
storage of a specified file or group of files on any disk, using any
version of DOS. It takes into account all of the factors involved
in determining file storage size. It locates files specified on the
command line and determines their actual total size and the amount
of room needed to store them. Useful for determining the number of
files that will fit on a disk.
_____________ Future releases ______________
AcctSort - Fast entry of dollar amounts & assignment to
user-designed charts of accounts; user-selected limit
checking of $ and account numbers.
_______________________________________________________________
| |
| COPYRIGHT 1990 Phil Herron. ALL RIGHTS RESERVED |
|_______________________________________________________________|