Gov Rick Perry 2006 Taxes

~

'1040

2006

Individual Income Tax Return

For the year Jan 1-Dec. 3', 2006, or other tax year beginning

Label

IRS Use Only - Do not write or staple In this space MB No. 1545-0074

(991

2006, ending

t

Your first name and Inllial

L

(See instructions on page 16.) Use the IRS label. Otherwise, please print or type. Presidential

u.s.

.20

Last name

~ f---"'"'J~AM=E=S~R~.

Your socIal security number

-----1~P~E=R=R=Y----------__+-------

E

If a jOint return, spouse's first name and initial

L

M. ANITA

Last name

H

Home address (number and street), If you have a P.O. box, see page 16.

PERRY

10 1 a COLORADO

E R E

CIty, town or post office, state, and ZIP code. 11 you have a

AUSTIN

Election Campaign ~

Filing Status Check only one box.

[X]

3

D

C

foreign address, see page 16.

Checking abox below will not change your tax orrerund

787 a1

~D

Check here if you, or your spouse if filing jointly, want $3 to go to this fund (see page 16)

D

1 2

6a b

Exemptions

TX

[X] [X]

Single Married filing jointly (even if only one had income)

4

D D

(1) FIrst name

(2)

Last name

~~~~sa~~e~~ed (3)

security number

AUGHTER

Dependents on 6c not entered above Add numbers

Income

Enclose, but do not attach, any payment. Also, please use Form 1040-V.

~~~~ees~ 7

8a Taxable interest. Mach Schedule B if required

8a

103 709. 198.

9a

13 285.

b Tax-exempt interest. Do not include on line 8a 9a Ordinary dividends. Attach Schedule B if required b Qualified dividends (see page 23) 10 Taxable refunds, credits, or offsets of state and local income taxes Alimony received 11

..,

T8b 9b

I·' 7 835.

1

10 11

12 13

Business income or (loss). Attach Schedule Cor C-EZ Capital gain or (loss). Attach Schedule D if required. If not required, check here

14 15a

Other gains or (losses). Attach Form 4797

12 13

... ..

~

D

6"10001

LH.iJ,

<3 000. >

14

IRA distributions b Taxable amount 16a Pensions and annuities 16a b Taxable amount I 17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attacll Schedule E 18 Farm income or (loss). Attach Schedule F

15b

5 900.

16b 17 18

36 664.

19 Unemployment compensation 20a Social security benefits

19

20b

t:J

b Taxable amount (see page 27)

21

20a Other income. List type and amount (see page 29)

22

Add the amounts in the far riaht column far lines 7 throuqh 21. This is your total income ..

23 24

Archer MSA deduction. Attach Form 8853

25

Health savings account deduction. Attach Form 8889

25

26 27

Moving expenses. Attach Form 3903 One-half of self-employment tax. Attach Schedule SE Self-employed SEP, SIMPLE, and qualified plans

26 27

I

1

I

CertaIn bUSiness expenses of reservists, performing artists: officials. Attach Form 2106 or 2106-EZ

and 'fe'e-bas(s ·go:,.;ernme'nt

28 29 Self-employed health insurance deduction (see page 29) . 30 Penalty on early withdrawal of savings

31a Alimony paid b Recipient's SSN ~

IRA deduction (see page 31)

32

S'r'M'r'. .;1

33 34

Student loan interest deduction (see page 33)

Jury duty pay you ga'Je to your 8mployer

35 36

Domestic production activities deduction. Attach form 8903 Adl1 lines 23 tllrough 31a and 32 tllrough 35

37

Subtract line 36 from line 22. This is your adjusted gross income For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 80.

02-05-07

I;l

d Total number of exemotions claimed 7 Wages, salaries, tips, etc. Attach Form(s) W-2

SEE STATEMENT 1 Adjusted Gross Income

1

• lived with you

• did not live with

you due to divorce or separation (see page 20)

If more than four dependents see page 19_

If you did not

get a W-2,

see page 23_

_2_

on 6c who:

Dependent's

relationship to

you

~~~~~~~~~~~~~~-,'--::-~=

Attach Form(s) W-2 here. Also attach Forms W-2G and 1D99-R if tax was withheld.

Spouse

No. or children

Dependent's social

SYDNEY PERRY

D

name here. ~ - - - - - - - - - - - - Qualifying widow(er) with dependent child (see page 17\

Married filing separately. Enter spouse's SSN above and full name here. ~ 5 Yourself. If someone can claim you as a dependent, do not check box 6a Spouse

Dependents:

You

Head of household (with qualifying person). If the qualifying

person is a child but not your dependent, enter this child's

..

~

21 22

63 667. 220 423.

23 24

28 29

4 586. 11 772.

30 31a 32 33

-.li ...1L

--. ­

36

~

37

16 358. 204,065. Form 1040 (2006)

':'I.

---------------------------_!_~~~~~~_!_-----------------------------

Application for Automatic Extension of Time To File U.S. Individual Income Tax Return

4868

Form

Depanment of the Treasury Internal Revenue Service

For calendar year 2006, or other tax year beginning

I Part II .Identification 1

" &

Part II

M. ANITA PERRY

1010 COLORADO City, town or post office, state, and ZIP code

2

TX

451 96 5106 LHi\

618711 10-30·06

Individual Income Tax

D

78701

Your social security number

I·

46,430. 4 Estimate of total tax liability for 2006 ... $ 46,430. 5 Tolal2006 payments. ...... O. 6 Balance due. Subtract line 5 from line 4 O. 7 Amount YOU are paying. ~ 8 Check here if you are 'out of the country" and a U.S. citizen orresident ...... . . . . . ... . . ............. ...... ~ 9 Check here if you file Form 1040NR or 1040NR-EZ and did not receive wages as an employee subject to U.S. income tax withholding ~

Address

AUSTIN

2006

, 2006, ending

Your name(s)

JAMES R. PERRY

OMS No. 1545-0074

)3

Spouse's social security number

0

Form 4868 (2006)

For Privacy Act and Paperwork Reduction Act Notice, see instructions.

Lj,/cp'u'7 7u, :t(

Y-1Y.( {C/-Ir-!if'dr/)(I/j

1(2.S/Ij-tJ.s1in,lX

--r5:;Oi-{,j{}O~J

71/q SLi :5L/ Q5U';;:/{,Jtl{,lO '5371;;,

tV

Form

JAMES R.

1040 (2006)

Tax and Credits ~

b

• People who checked any

40

box on lIne 39a

or 3gb

or who

41

can be claimed as a dependent

•

42

All others

Single or MarrIed filing separately, $5.150 MaJTled filIng JOintly or Qualltylng wldow(er),

$10,300 Head 01 household, $7.550

Other Taxes

Amount

If line 38

IS

40

14 847. 189 218.

39a I ~ 39b

D 41

over $112,875, or you provided housing to a person displaced by Hurricane Katrina, 42 43

44

Tax. Check if any tax is from: a D

45

Alternative minimum tax. Attach Form 6251

46 47

Add lines 44 and 45 . Foreign tax credit. Attach Form 1116 if required.

48

Credit for child and dependent care expenses. Attach Form 2441 .

49

Credit tor the elderly or the disabled. Attach Schedule R .

48 49

50

Education credits. Attach Form 8863

50

51 52

Retirement savings contributions credit. Attach Form 8880 Residential energy credits. Attach Form 5695

52

53 54

Credits from: a D

Form 8396 b D

Other credits:a D

Form 3800 b D

Form(s) 8814 b D

45 ~

Form 8839 c D

46

38 594.

56

6. 38 588. 9 170.

6.

47

51 53 Form 8859

54

57

Form 8801 c D Form - - Add lines 47 through 55. These are your total credits Subtract line 56 from line 46. If line 56 is more than line 46, enter -0- .

58

Self-employment tax. Attach Schedule SE .

58

59

Social security and Medicare tax on tip Income not reported to employer. Attach Form 4137

59

60 61

Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required Advance earned income credit payments from Form(s) W-2, box 9

62

Household employment taxes. Attach Schedule H Add lines 57 through 62. This is your total tax

55 ~

~

64

2006 estimated tax payments and amount applied from 2005 return

65 66a

'~I

66b

........... .... :NO.

57

590 .

60 61 62

Federal income tax withheld from Forms W-2 and 1099

63

48 348. STATEMENT 8

72

46,430.

13,887. 32 469.

1

7

67

Excess social security and tier 1 RRTA tax withheld (see page 60)s'l'11'l'

68

Additional child tax credit. Attach Form 8812 ..

68 69 70

69

Amount paid with request for ex1ension to file (see page 60) .

70 71

Payments from: a DForm 2439 b DForm 4136 c DForm 8885 Credit for federal telephone excise tax paid. Attach Form 8913 if required

72 73

Add lines 64 65 66a and 67 throuoh 71. These are your total pavments

24.

67

50.

71

~

If line 72 is more than line 63, subtract line 63 from line 72. This is the amount you overpaid ..

74a Amount of line 73 you want refunded to you. If Form 8888 is attached, check here. Rouhno D D Account b number ~ C Type Checkino SavJnOs ~ d number 75 Amount of line 73 yOU want apPlied to your 2007 estimated tax ......... ~

75 76 Amount you owe. Subtract line 72 from line 63. For details on how to pay, see page 62 ...

I

9 900. 179 318. 38 594.

44

Form 4972 .

Child tax credit (see page 42). Attach Form 8901 if required

b Nontaxable combat pay election

~

204 065.

Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0­

65

Refund

~

Itemized deductions (from Schedule A) or your standard deduction (see left margin) Subtract line 40 from line 38

66a Earned income credit (EIC) .

child. attach Schedule EIC.

".

If your spouse Itemizes on a separate return or you were a dual-status allen, see page 34 and check here

38

43

63 Payments 64 If you have a qualifying

Blind.} Total boxes Blind. checked

see page 36. Otherwise, multiply $3,300 by the total number of exemptions claimed on line 6d

55 56

Direct deposil? See page 61 and Min 74b, 74c, and 74d, or Form 8888

Page 2

M. AN.!. TA PERRY

38 Amount from line 37 (adjusted gross income) 39a Check { D You were born before January 2, 1942, D if: Spouse was born before January 2, 1942, D D

Standard Deduction for

&

I

I

73 ~ D

74a

~

1

2 063.

76

............ ............ 77 I 145. Third Party Do you want to allow another person to diSCUSS thiS return With the IRS (see page 63)? [X] Yes. Complete the following. No Designee Deslonee's llo..- PREPARER Phone llo..Personal identIficatIon llo..­ You Owe

77 Eslimated tax Denaltv (see Daoe 62) .. ............ ...... name

Sign Here Joint return? See page 17. Keep a copy for your records.

no

,....-

~

,....­

GOVERNOR Spouse's signature. If aloint return, both must sign

Spouse's occupation

Date

"ONSULTANT

Use Only Firm's name (or 11-07-06

number (PIN)

Under penalties of perjury, I declare that I have examined this return and accompanYing schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. Declaration of pre parer (other than taxpayer) is based on all Information of which pre parer has any knowledge. Your signature Date Your occupation Dayllme phone number

Paid Preparer's I Date Preparer'ssi9nature _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _---L

610002

D

......

yours if self-em­ ployed), address, and ZIP code

MEADOR & JONES

LLP

~2414 EXPOSITION BLVD AUSTIN, TX 78703

SUITE BC-230

Check if selfIpreparer's SSN or PTIN employed D i p 0 0 16 418

-'---_ _ I

4

---,-'=="~L_____"'_"__=_==_.",:__=_=_="_=

I ErN 7 4 . 2 9 8 4 51 6 I Phone nos 12 - 4 7 2 - 0 7 9 5

_

Underpayment of Estimated Tax by Individuals, Estates, and Trusts ~

Department of the Treasury Internal Revenue Service

~Attach

OMB No.1545-0140

2006

See separate instructions.

Attachment Sequence No.

to Form 1040, 1040A, 1040NR, 1040NR-EZ, or 1041.

06

Identifying number

Name(s) shown on tax return

JAMES R. & M. ANITA PERRY

Do You Have To File Form 2210? Complete lines 1 through 7 below. Is line 7 less than $1 ,OOO?

~r

Yes

......

Yes

...

Do not file Form 2210. You do not owe a penalty .

No

Complete lines 8 and 9 below. Is line 6 equal to or more than line 9?

You do not owe a penalty. Do not file Form 2210 (but if box E below applies, you must file page 1 of Form 2210).

~ No You may owe a penalty. Does any box in Part II below apply?

Yes

...

You must file Form 2210. Does box S, C, or D apply?

r

I~o t

No ~r

Do not file Form 2210. You are not required to figure your penalty because the IRS will figure it and send you a bill for any unpaid amount. If you want to figure it, you may use Part III or Part IV as a worksheet and enter your penalty amount on your tax return, but do not file Form 2210.

Part I I Required Annual Payment

I

Yes

~I

I

You must figure your penalty.

You are not required to figure your penalty because the IRS will figure it and send you a bill for any unpaid amount. If you want to figure it, you may use Part III or Part IV as a worksheet and enter your penalty amount on your tax return, but file only page 1 of Form 2210.

(see page 2 of the instructions)

1

Enter your 2006 tax after credits from Form 1040, line 57 (or comparable line of your return)

1

2

Other taxes, including self-employment tax (see page 3 of the instructions) .

2

38 588. 9 760.

3 4

48 348.

6 7 8 9

13 34 41 41

Refundable credits. Enter the total of your earned income credit, additional child tax credit, credit for federal tax paid

3

on fuels, and health coverage tax credit 4

Current year tax. Combine lines 1,2, and 3. If less than $1,000, see page 3 of the instruct1ions

5 6 7 8 9

Multiply line 4 by 90% (.90) ... .... .... ...... .... ... ..... ........ ...... ..... .. .......... ...... ..... Withholding taxes. Do not include estimated tax payments. See page 3 of the instructions

I

5

)

43 513.

Subtract line 6 from line 4. If less than $1,000, you do not owe a penalty; do notlile Form 2210. Maximum required annual payment based on prior year's tax (see page 3 of the instructions) . Required annual payment. Enter the smaller of line 5 or line 8 .

911. 437. 272. 272.

Next: Is line 9 more than line 6?

D

No. You do not owe a penalty. Do notfile Form 2210 unless box E below applies.

[X]

Yes. You may owe a penalty, but do notlile Form 2210 unless one or more boxes in Part II below applies. • If box S, C, or 0 applies, you must figure your penalty and file Form 2210. • If only box A or E(or both) applies, file only page 1 of Form 2210. You are not required to figure your penalty; the IRS will figure it and send you abill for any unpaid amount. If you want to figure your penalty, you may use Part III or Part IV as a worksheet and enter your penalty on your tax return, but file only page 1 01 Form 2210.

I"P:::-a-rt--'---;I-'-, I Reasons for Filing. Check applicable boxes. If none apply, do not file Form 2210. A

D

You request a waiver (see page 2 of the instructions) of your entire penalty. You must check this box and file page 1 of Form 2210, but you are not required to figure your penalty.

B

D

C

D

D

D

You request a waiver (see page 2 of the instructions) of part 01 your penalty. You must figure your penalty and waiver amount and file Form 2210. Your income varied during the year and your penalty is reduced or eliminated when figured using the annualized income installment method. You must figure the penalty using Schedule AI and file Form 2210. Your penalty is lower when figured by treating the federal income tax withheld from your wages as paid on the dates it was actually withheld, instead of in equal amounts on the payment due dates. You must figure your penalty and file Form 2210.

E

D

LHA

You filed or are filing a jOint return for either 2005 or 2006, bllt not for both years, and line 8 above is smaller Ulan line 5 above. You must file page 1 of Form 2210, but you are not required to figure your penalty (unless box S, C, or D applies). For Paperwork Reduction Act Notice, see page 7 of separate instructions.

Form

2210

(2006)

G12501 01·30-07

_4200411 786859 630

6.1 2006.05020 PERRY, JAMES R.

630

1

Form 2210 (2006)

J AME S R.

&

M. ANI'l'A PERRY

age

, Part IV I Regular Method (See page 3 of the instructions if you are filing Form

3

1040NR or 1040NR-EZ.)

Payment Due Dates Section A - Figure Your Underpayment

(c) 9/15/06

(b) 6/15/06

(a) 4/15/06

(d) 1/15/07

18 Required installments. If box Cin Part II applies, enter the amounts from Schedule AI, line 25. Otherwise, enter 25% (.25) of line 9, Form 2210, in each column 19 Estimated tax paid and tax withheld. For column (a) only, also enter the amount from line 19 on line 23. If line 19 is equal to or more than line 18 for all payment periods, stop here; you do not owe a penalty. Do not file Form 2210 unless you checked a box in Part II

18

10 318.

10.318.

10 318.

10 318.

19

13 947.

3 478.

10 478.

18 477.

10 478. 3 21lo

18 477. 3 05lo

7 107.

7 267.

15 426.

Complete lines 20 through 26 of one column before going to line 20 of the next column.

3 629. 7 107.

20 Enter the amount, if any, from line 26 in previous column 21 Add lines 19 and 20 22 Add the amounts on lines 24 and 25 in previous column

21 22

23 Subtract line 22 from line 21. If zero or less, enter -0-. For column (a) only, enter the amount from line 19

23

24 If line 23 is zero, subtract line 211rom line 22. Otherwise, enter -0­

24

O.

o.

25 Underpayment. If line 18 is equal to or more than line 23, subtract line 23 from line 18. Then go to line 20 of the next column. Otherwise, go to line 26 . ~

25

3 21lo

3 05lo

20

13 947.

26 Overpayment. If line 23 is more than line 18, subtract line 18 from line 23. Then 00 to line 20 of the next column. 26 3 629. Section B - Figure the Penalty (Complete lines 27 through 30 of one column before going to the next column.) April 16,2006 - June 30, 2006

4/15/06

,.... 27 Number of days from the date shown above line

"0 0

'i: Q)

a.

27to the date the amount on line 25 was paid or 6/30/06, whichever is earlier

~

III

0:

Days·

28 Underpayment on Ime 25

x

27

Number of days on line 27

x .07 ~ 365

July 1,2006 - April 15, 2007

C'l 29 Number of days from the date shown above line "0 0 29 to the date the amount on line 25 was paid or 'i: Q) 4/15/07, whichever is earlier a. ~

III

0:

30 Underpayment on line 25

x

6/15/06 Days:

28

$

$

Days:

9/15/06

6/30/06

6/30/06 Days:

1/15/07 Days:

Days:

SEE ATTACH ED WORKSHEE T 29

Number of days on line 29

x .08 ~ 365 30 $ $ 31 Penalty. Add all amounts on lines 28 and 30 in all columns. Enter the total here and on Form 1040, line 77;

Form 1040A, line 48; Form 1040NR, line 75; Form 1040NR-EZ, line 27; or Form 1041,line 26; but do not

file Form 2210 unless you checked a box in Part II

$

$

~

31

145.

$ Form

2210 (2006)

612'91/0'-30-07

.4200411 786859 630

6.2 2006.05020 PERRY. JAMES R.

1

UNDEh .....AyMENT OF ESTIMATED TAX WORKS • ...£T

Identifying Number

Name(s)

JAMES R. & M. ANITA PERRY (A)

(B)

-Date

Amount

(D) Number Days Balance Due

(C) Adjusted Balance Due

(E) Daily

Penalty Rate

(F) Penalty

-0­

04/15/06

10 318.

04/15/06

<3 478. >

1:::

10.318. 6 840.

<10 469. t>

<3 629. >

06 15/06

10 318.

6 689.

06/15/06

<3 478. b>

3 211.

15

. 000191781

9.

77

.000219178

54.

/06

06/30/06

o.

3 211.

09/15/06

10 318.

13 529.

09/15106

<3 478. t>-

10 051.

09/15/06

<7 000. b>

3 051.

107

.000219178

72.

15

.000219178

10.

12/31/06

o.

3 051.

01/15/07

10 318.

13 369.

01/15 07

<3 477.>

01/15/07

<15 OOO.!>

9,892. <5 108.>

I

I

I

I

I

145.

Penalty Due (Sum of Column F). - Date of estimated tax payment, willlllOlding

credit date or installment due date.

612511

05-01-06

l4200411 786859 630

6.3 2006.05020 PERRY. JAMES R.

630

1

SCHEDULES A&B (Form 1040)

OMB No 1545-0074

Schedule A - Itemized Deductions

2006

(Schedule B is on page 2)

Department of the Treasury Internal Revenue Service (99) Name(s) shown on Form 1040

~ Attach to Form 1040.

~ See Instructions for Schedules A&B (Form 1040). Your socIal security number

JAMES R. & M. ANITA PERRY Medical and Dental Expenses

Caution. Do not Include expenses reimbursed or paid by others.

Taxes You Paid (See pageA3.)

I' '2'" I'"

1 2

Medical and dental expenses (see page A1) Enter amount from Form 1040, line 38 .

3 4

Multiply line 2 by 7.5% (.075) Subtract line 3 from line 1. If line 3 is more than line 1, enter -0- ..

5

State and local income taxes

6

Real estate taxes (see page A3).. .

7

Personal property taxes.

8

Other taxes. List type and amount

1

'-""'-'-----------1

3 4

S.E.E ..S':I'A':I'EI1E.N':I' l2 .. sr..

5

3

002.

. ....

6

8

032.

7

_

~R~yQ~A~~~_~~~~~Qy~yS~:_~~Q RIC.~ _P_E~B:¥_Q'rQ _9_-_1]-=­ ~ § 9 Add lines 5 throuah 8 .

Interest You Paid

10 11

(See page A3.)

.

12

9

..........

12 13

Investment interest. Attach Form 4952 if required_ (See page A-4.)

14

Add lines 10 throuah 13..

Gifts to Charity

15 16

Gifts by cash or c h e c k . . SEE.S':I'A':I'.E.l'1E.N':I'.lO Other than by cash or check. If any gift of $250 or more, see page A5.

If you made a gift and got a benefit for it, see page A-4.

You must attach Form 8283 if over $500

16

17

Carryover from prior year

17

18

Add lines 15 throuah 17

18

19

Casualtv or theft loss(es). Attach Form 4684. (See paae A-6.L ..

19

20

Unreimbursed employee expenses - job travel, union dues, job education, etc.

Job Expenses and Certain Miscellaneous Deductions

047.

11

Points not reported to you on Form 1098.

13

Casualty and Theft Losses

11

10

Home mortgage interest and points reported to you on Form 1098 . Home mortgage interest not reported to you on Form 1098. If paid to the person from whom you bought the home, see page A3 and show that person's name, identifying no., and address

~-------------------------------------

Note. Personal interest is not deductible.

13.

8

1_3_.

..

.

14

_.

1-'1=5+-_--=1'--'---=9'-'9=-=1-"-1.

.

2

880. 4

871.

Attach Form 2106 or 21 06-EZ if required. (See page A6.)

~------------------------------------21

------------------------------------Tax preparation fees

22

Other expenses· investment, safe deposit box, etc. List type and amount

~ _~~~ _S_T}l.J~M~:ti'r_9

(See page A-6.)

20

8~3~1"__=_1.

r2=--'1+-

_

23 24

22 1000. ------------------------------------Add lines 20 through 22.. f-'2""3'+-_ _-=1'-.L-8"'--'=3c..:1~. Enter amount from Form 1040, line 38 . i" 2 0 4 0 6 5 •

25 26

Multiply line 24 by 2% (.02) Subtract line 25 from line 23. If line 25 is more than line 23, enter -0­

Other Miscellaneous Deductions

27

Other - from list on page A7. List type and amount

Total Itemized Deductions

28

T2d

,-,2==-,5~ _ _~4,-,-0~8,.:1"__=_1'

o.

26

~

27 Is Form 1040, line 38, over $150,500 (over $75,250 if married filing separately)?

D

No.

Your deduction is not limited. Add the amounts in the far right column

for lines 4 through 27. Also, enter this amount on Form 1040, line 40.

}

[X]

29 LHA

SJ'''ITJ,J,~

Yes. Your deduction may be limited. See page A7 for the amount to enter.

If you elect to itemize deductions even though they are less than your standard deduction, check here

For Paperwork Reduction Act Notice, see Form 1040 instructions.

......

28

14,847.

~D

Schedule A (Form 10'10) 2006

619501 11-10-06

.4200411

786859

630

2006.05020

7 PERRY. JAMES R.

630

1

OMS No. 1545-0074

SchedUles A&S (Form 1040) 2006

Page

2

Your social security number

Name(s) shown on Form 1040. Do not enter name and social secunty number if shown on page 1.

JAMES R. & M. ANITA PERRY AHachment Sequence No.

Schedule B - Interest and Ordinary Dividends Part I Interest

Amount

List name of payer. If any interest is from a seller-financed mortgage and the buyer used the

1

08

property as a personal residence, see page B-1 and list this interest first. Also, show that buyer's social security number and address ~

BANK OF AMERICA

PLAINSCAPITAL BANK

6.

192.

Note. If you

received a Form

1099-INT,

Form 1099-0ID,

or substitute

statement from

a brokerage firm,

list the firm's

name as the

payer and enter

the total interest

shown on that

form.

1

2

Add the amounts on line 1

3

Excludable interest on series EE and I U.S. savings bonds issued after 1989.

4

Attach Form 8815 ........... Subtract line 3 from line 2. Enter the result here and on Form 1040, line 8a

... ..........

2

.. ............. .. .... - ......... ..............

.................

3

~

4

Note. If line 4 is over $1 ,500, you must complete Part III.

Part II Ordinary Dividends

Note: If you received a Form

1099·DIVor

substitute

statement from

a brokerage firm,

list the firm's

name as the

payer and enter

the ordinary

dividends shown

on that form.

5

List name of payer

627501

11-10-06

LHA

198. Amount

~

BANK OF NEW YORK

BANK OF NEW YORK

FROM K-1 - REVOCABLE "BLIND" TRUST STATE AGREEMENT FBO RICK PERRY DTD 9-13-9 FROM K-1 - REVOCABLE "BLIND" TRUST AGREEMENT FBO ANITA PERRY

3. 28. 12,935. 319.

5

6 Add the amounts on line 5. Enter the total here and on Form 1040, line 9a N ate. If IIne 6 .IS over $1 500 vou must comole I t e Part III

Part III

Foreign

Accounts

and

Trusts

198.

. ...

............

~

6

You must complete this part if you (a) had over $1 ,500 of taxable interest or ordinary dividends; or (b) had a foreign account· or Ic) received a distribution from or were a arantor of or a transferor to a foreian trust.

13 285. Yes

No

7a At any time during 2006, did you have an interest in or a signature or other authority over a financial account in a foreign country, such as a bank account, securities account, or other financial account?

>-

X

b If 'Yes,' enter ttlC name of the foreign cauntly 8 During 2006, did you receive a distribution from, or were you the grantor of, or transferor to, a foreign trust?

X

If "Yes," you may have to file Form 3520. See page B·2 .

Schedule B (Form 1040) 2006

For Paperwork Reduction Act Notice, see Form 1040 instructions.

8 4200411 7868SQ

~~o

?oo~.nsn?n

PRRRY.

~AMR~

R.

1

SCHEDULE D (Form 1040)

OMS No. 1545-0074

Gapital Gains and Losses

Department of the Treasury Internal Revenue Service (99)

~ Attach to Form 1040 or Form 1040NR.

Your social security number

Name(s) shown on return

JAMES R. I

Part I

I

&

2006

~~g~:~c:n~o. 12

~ See Instructions for Schedule D (Form 1040).

M. ANITA PERRY

Short-Term Capital Gains and Losses - Assets Held One Year or Less (b) Date acquIred (Mo., day. yr.)

(a) DescrIption of property (Example: 100 sh. XYZ Co.)

(c) Date

sold (Mo., day, yr.)

(d)

(e) Cost or other baSIS

Sales pnce

(f) Gain or (loss) Subtcact (e) from (d)

1

2

Enter your short-term totals, if any, from Schedule D·1, line 2

2

3

Total short-term sales price amounts. Add lines 1 and 2 in column (d)

3

4

Short·term gain from Form 6252 and short·term gain or (loss)

...... - ..

from Forms 4684, 6781, and 8824. 5

4

Net short·term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K·1

6

........

Carryover Worksheet in the instructions 7

5

...................................... .

Short·term capital loss carryover. Enter the amount, if any, from line 10 of your Capital Loss .. ...............

Net short-term caoital cain or Iloss1. Combine lines 1 throuqh 6 in column

.......

6

(

<11 686. >

7

(f)

11 686.)

Part II I Long-Term Capital Gains and Losses - Assets Held More Than One Year

I

(a) DescrIptIOn of property (Example: 100 sh. XYZ Co.)

(b) Date acquired (Mo., day, yr.)

(c) Date

sold (Mo., day, yr.)

(d)

(e)

Sales pnce

Cost or

(f) Gain or (loss) Subtract (e) from (d)

other basis

8

9 10

Enter your long·term totals, if any, from Schedule D·1, line 9 Add lines 8 and 9 in column (d) .

11

9

Total long-term sales price amounts. 10

Gain from Form 4797, Part I; long·term gain from Forms 2439 and 6252; and long·term gain or (loss) from Forms 4684,6781, and 8824

12

11

Net long·term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedulers) K·1 .

12

13

Capital gain distributions

14

Long·term capital loss carryover. Enter the amount, if any, from line 15 of your Capital Loss

........

Carryover Worksheet in the instructions 15 LHA

. .......

13 14

Net long-term capital gain or (loss). Combine lines 8 through 14 in column (f). Then go to Part ilion page 2 For Paperwork Reduction Act Notice, see Form 1040 or Form 1040NR instructions.

15

(

13 193.) <13 193. >

Schedule 0 (Form 1040) 2006

620511/11-10-06

4200411 786859 630

9 2006.05020 PERRY, JAMES R.

630

1

& M. ANITA PERRY

16

Combine lines 7 and 15 and enter the result. If line 16 is a loss, skip lines 17 through 20, and go to line 21. If a gain, enter the gain on Form 1040, line 13, or Form 1040NR, line 14. Then go to line 17 below

17

Are lines 15 and 16 both gains?

D

D

Yes. Go to line 18. No. Skip lines 18 through 21, and go to line 22.

Enter the amount, if any, from line 7 of the 28"/0 Rate Gain Worksheet on page 0·8 of the

18

instructions. 19

.

~

1----'1"'8'-+

_

Enter the amount, if any, from line 18 of the Unrecaptured Section 1250 Gain Worksheet on

~ 1----'1-"'9-+

page 0·9 of the instructions.... .. 20

<24 879.>

16

_

Are lines 18 and 19 both zero or blank?

D

Yes. Complete Form 1040 through line 43, or Form 1040NR through line 40. Then complete the Qualified Dividends and Capital Gain Tax Worksheet on page 38 of the Instructions for Form 1040 (or in the Instructions for Form 1040NR). Do not complete lines 21 and 22 below.

D

No. Complete Form 1040 through line 43, or Form 1040NR through line 40. Then complete the Schedule D Tax Worksheet on page 0·10 of the instructions. Do not complete lines 21 and 22 below.

21

If line 16 is a loss, enter here and on Form 1040, line 13, or Form 1040NR, line 14, the smaller of: •

The loss on line 16 or

•

($3,000), or if married filing separately, ($1,500)

}

...S.E.E ..S'l'A'l'.E.ME.NT ..14...

21

-'3~,

l

-=-0-=-0-=.0. =.)

Note. When figuring which amount is smaller, treat both amounts as positive numbers. 22

Do you have qualified dividends on Form 1040, line 9b, or Form 1040NR, line 10b?

[X]

Yes. Complete Form 1040 through line 43, or Form 1040NR through line 40. Then complete the Qualified Dividends and Capital Gain Tax Worksheet on page 38 of the Instructions for Form 1040 (or in the Instructions for Form 1040NR).

D

No. Complete the rest of Form 1040 or Form 1040NR. Schedule D (F arm 1040) 2006

620512

11-10-06

10 ?nn~.n~n?n

PRRRV.

~~MR~

R.

f130

1

Qualified Dividends and Capital Gain Tax Worksheet - Line 44

Keep for Your Records

Name(s) shown on return

& M. ANITA PERRY

AMES R.

Before you begin:

/

See the instructions for line 44 that begin on page 36 to see if you can use this worksheet to figure your tax.

/

If you do not have to file Schedule D and you received capital gain distributions, be sure you checked the box on line 13 of Form 1040.

1. _ _---=1--'--7~9-,--,=3=1=8--,--.

1. Enter the amount from Form 1040, line 43 2. Enter the amount from Form 1040, line 9b

... 2.

-----'--7-L,. :::.8. :::.3. :::.5-=-.

3. Are you filing Schedule D7

[X]

D

Yes.

Enter the smaller of line 15 or 16 of ;~;::~~t~·_~~lther line 15 or line 16 IS

No.

} ..

3.

_

Enter the amount from Form 1040, line 13

4.

---'7'--.L,-",8--,,3,--,5~.

.... 5.

-"'o--=-.

4. Add lines 2 and 3

5. If you are claiming investment interest expense

on Form 4952, enter the amount from line 4g

of that form. Otherwise enter ·0·

-----'--7-'--,=8=3=5--,--.

6. Subtract line 5 from line 4. If zero or less, enter ·0·

6.

7. Subtract line 6 from line 1. If zero or less, enter ·0-

7. _ _---=1--'--7=1-'--,-=4=8=3--,--.

8. Enter the smaller of: •

The amount on line 1, or

•

$ 30,650 if single or married filing separately,

$ 61 ,300 if married filing jointly or qualifying widow(er),

$ 41 ,050 if head of household.

}

8.

----'6"-'1"--L...:,3"--,,,-0-,,-0--,--.

9. Is the amount on line 7 equal to or more than the amount on line 87

[X]

Yes. Skip lines 9 through 11; go to line 12 and check the" No" box.

D

No. Enter the amount from line 7

10. Subtract line 9 from line 8

9.

_

10.

_ 11.

11. Multiply line 10 by 5% (.05)

_

12. Are the amounts on lines 6 and 10 the same?

D

Yes. Skip lines 12 through 15; go to line 16.

[X]

No. Enter the smaller of line 1 or line 6

13. Enter the amount from line 10 (if line 10 is blank, enter -0-) .. 14. Subtract line 13 from line 12

12. 13.

-----'7'-,'---'8=--3=--=-5-=-.

14.

-----'7-=-,'---'8=--3=--=-5-=-.

O=---=-.

15. Multiply line 14 by 15% (.15)

15.

1,175.

16.

17.

37,419. 38,594.

18.

39,613.

19.

38,594.

16. Figure the tax on the amount on line 7. Use the Tax Table or Tax Computation Worksheet, whichever applies

_

17. Add lines 11, 15, and 16

.

..

..

.

__

..

18. Figure the tax on the amount on line 1. Use the Tax Table or Tax Computation Worksheet, whichever applies .. .. 19. Tax on all taxable income. Enter the smaller of line 17 or line 18. Also include this amount on Form 1040, line 44 .

..

..

610451 11-14-06

4200411 786859 630

10.1 2006.05020 PERRY,

JAMES R.

630

1

~upplemental

SCHEDULE E (Form 1040) Department of the Treasury (99) Internal Revenue Service

Income and

OMS No. 1545-0074

LO~$

2006

(From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc.) ~ Attach to Form 1040, 1040NR, Of Form 1041. ~ See Instructions for Schedule E(Form 1040).

Your social security number

Name(s) shown on return

R. & M. ANITA PERRY Income or Loss From Rental Real Estate and Royalties Note. If you are in the business of renting personal property, use Schedule Cor C-EZ (see page E-3) Report farm rental income or loss from Form 4835 on page 2 line 40 1 List the type and location of each rental real estate property: 2 For each rental real estate property listed on line 1, did you or your family use it A during the tax year for personal purposes J.R. PERRY CO. - ROYALTY for more than the greater of: B 14 days or 10% of the total days rented at fair rental value? C (See page E-3.)

• •

Properties

Income:

B

A 3 Rents received

4 Rovalties received

3

4

3 505.

C

Yes

No

A B

C Totals (Add columns A, S, and C.)

3 4

3 505.

Expenses:

5 Advertising

6 Auto and travel (see page E-4)

7 Cleaning and maintenance

8 Commissions -9 Insurance

10 Legal and other professional fees _

11 Management tees ___

12 Mortgage interest paid to banks, etc.

(see page H) 13 Other interest 14 Repairs 15 Supplies _

5 6 7

8 9 10 11 12

12 13 14 15 16

16 Taxes 17 Utilities 18 Other (list) ~

17

18

19 Add lines 5 through 18 20 Depreciation expense or depletion (see page E-4) 21 Total expenses. Add lines 19 and 20 _

19 20 21

22 Income or (loss) Irom rental real estate Or royalty properties. Subtract line 21 from line 3 (rents) or line 4 (royalties). If the result is a(loss), see page E-5 to lind out il you must file Form 6198

22

19

551­ 551­

551.

20

2 954.

23 Deductible rental real estate loss. Caution. Your rental real estate loss on line 22 may be limited. See page E-5 to find out if you must file Form 8582. Real estate professionals must complete line 43 on page 2

23 lk 24 Income. Add positive amounts shown on line 22. Do not include any losses _

25 Losses. AcId royalty losses from line 22 and rental real estate [asses from line 23. Enter total losses I,ere

26 Total rental real estate and royalty income or (loss). Combine lines 24 and 25. Enter tile result here.

If Parts II, III, IV, and line 40 on page 2 do not apply to you, also enter this amount all Form 1040,

line 17, or Form 1040NR, line 18. Otherwise, include tills amount In the total on line 41 on page 2

621491

1'-02-06

LHA

For Paperwork Reduction Act Notice, see instructions.

4200411 786859 630

11 2006.05020 PERRY, JAMES R.

2 954.

24 25

(

)

2,954.

26

Schedule E(Form 1040) 2006

630

1

Attachment Sequence No.

Schedule E (Form 1040) 2006

13

Name{s) shown on return. Do not enter name and socIal security number If shown on page'.

JAMES R. & M. ANITA PERRY Caution: The IRS compares amounts reported on your tax return with amounts shown on Schedule(s) K-1. I Part II I Income or Loss From Partnerships and S Corporations Note. If you report a loss from an at-risk activity for which any amount is not at risk, you must check column (e) on line 28 and attach Form 6198. See page E·1. 27

Are you reporting any loss not allowed

28

passive activity (if that loss was not reported on Form 8582), or unreimbursed partnership expenses? If vou answered 'Yes" see oaoe E-6 before comoletino this section. (b) Enter Pfor (C) Check partnershipS if foreign (a) Name or S corporalion partnership

In

aprior year due to the at-risk or basis limitations, a prior year unallowed loss from a

J.R. PERRY CO.

A

[X]

Yes

No

(e) Check 'f any amount is not at risk

(d) Employer identification number

75-1642655

P P

B

C

D

0

Nonpassive Income and Loss

Passive Income and Loss (f) Passive loss allowed (attach Form 8582 if required)

3 722.

A B

C

(i) Section 179 expense deduction from Form 4562

(h) Nonpassive loss from Schedule K-1

(g) Passive income from Schedule K-1

(j) Nonpassive income from Schedule K-1

o.

0 29a b

Totals Totals

30

Add columns (g) and (j) of line 29a

31 32

Add columns (f), (h), and (i) of line 29b

30 31

Total partnership and S corporation income or (loss). Combine lines 30 and 31. Enter the result here and include in the total on line ~ 1 below

32

I

Part III

............. .........

3 722.

I

I

3 722. (

)

3 722.

Income or Loss From Estates and Trusts

I

(b) Employer identification number

(a) Name

33

SEE STATEMENT 15

A B

Passive Income and Loss (c) Passive deduction or loss allowed (attach Form 8582 if required)

I

Nonpassive Income and Loss (d) Passive income from Schedule K-1

(f) Other income from Schedule K-1

(e) Deduction or loss from Schedule K-1

A B I 34a Totals

I

45 795. 15 807.

35

Totals .. ....... I Add columns (d) and (f) of line

36 37

Add columns (c) and (e) of line 3~b . Total estate and trust income or (loss). Combine lines 35 and 36. Enter tile result here and include in the total on line ~ 1 below

b

I

35 36 37

(

45 795. 15 807. ) 29 988.

Part IV I Income or Loss From Real Estate Mortgage Investment Conduits (REMICs) - Residual Holder (a) Name

38

39 I

3~a

(c) Excess inclusion from Id) Taxable income (net ass) from Schedules Q, Schedules Q, line 2c line 1b

I

39

Summary

Net farm rental income or (loss) from Form 4835. Also, complete line ~2 below.

40

Total income or (loss). Comb'ne I,nes 26, 32,37,39, and 40. Enter the result here and on Form 1040, line Reconciliation of farming and fishing income. Enter your gross farming and fishing income reported on Form 4835, line 7; Schedule K-1 (Form 1065), box 1~, code B; Schedule K-1 (Form 1120S), box 17, code T; and Schedule K-1 (Form 10~1), line 1~, code F(see page E-7)

43

(e) Income from Schedules Q, line 3b

Combine columns (d) and (e) on IV. Enter the result here and include in the total an line 41 below

Part V

40 41 42

(b) Employer identification number

Reconciliation for real estate professionals.

17 or Form 1040NR I,ne 18

~

41

36 664.

42 I

If you were a real estate professional (see Dage E-1),

cnk,· 1118 net income or (loss) you reported anYNhere on Foun 1040 or Form 1040NR from all rental re.:11 estate aclivltlc3

ir)

43

,"hlCh you materially participated unde~ the passive activity loss rules

i

I

Schedule E(Form 1040) 2006 621501 11-02-06

12

_4200411 786859 630

~on5.nsn~o

PRRRY_

~AMR~

R.

1

INCOME FROM PASSTHROUGH STATEMENT, PAGE 1

2006

SCHEDULE E Name JAMES R. PERRY

SSN/EIN

10

Passthrough J . R. PERRY CO.

-1. . . . ._

75-1642655

TAXPAYER

PARTNERSHIP

'-'

I

Prior Year Unallowed Basis Loss

K·1 Input

....... .......... SCHEDULE E PAGE 2

.................. "

~~

Disallowed Due to Prior Year Unallowed Basis Limitation At-Risk Loss

Disallowed Due to At·Risk

Prior Year Passive Disallowed Passive Loss Loss

Tax Return

8 269

Ordinary business income (loss) .. Rental real estate income (loss) Other net rental income (loss) Intangible drilling costs/dry hole costs Self-charged passive interest expense Guaranteed payments Section 179 and carryover Disallowed section 179 expense Net income (loss)

........

First passive other

8 269 <4 547

8 269 <4 547 >

3 722

3 722

Second passive other .............. Cost depletion Percentage depletion .. Depletion carryover ..... Disallowed due to 65% limitation Unreimbursed expenses (nonpassive) Nonpassive other .....

. ..........

Total Schedule E (oaae 2) .........

I

FORM 4797

Section 1231 gain (loss) .

.. ...

Section 179 recapture on disposition

I

SCHEDULE 0

Net short-term cap. gain (loss) Net long·term cap. gain (loss)

• • 0.

I

Section 1256 contracts & straddles ... [

FORM 4952

Investment interest expense· Sch. A Other net investment income ...

r

ITEMIZED DEDUCTIONS

Charitable contributions ..

416

416

Deductions related to portfolio income Other

13 821551 12-12-08

INCOME FROM PASSTHROUGH STATEMENT, PAGE 2

2006

SCHEDULE E Name JAMES R.

SSN/EIN __• • • •L_

PERRY

Passthrough J • R. PERRY CO

10

75-1642655

TAXPAYER

PARTNERSHIP I

IV' ·;~~E~~v;; ~~D

K·1 Input

Prior Year Unallowed Basis Loss

Disallowed Due to Prior Year Unallowed Basis Limitation At-Risk Loss

Disallowed Due to Prior Year Passive Disallowed Passive At·Risk Loss Loss

I

Tax Return

DIVIDENDS

Interest income ...........

. ..............

Interest from U.S. bonds

.......

Ordinary dividends Qualified dividends Tax·exemot interest income.

I

FORM 6251

Depreciation adjustment after 12/31/86

1---­

Adjusted gain or loss

f.-­

.....

Beneficiary's AMT adjustment

,-.

......

Depletion (other than oil)

Other.

[

. ...

......... ..........

MISCELLANEOUS

8 269

Self·employment earnings (Ioss)/Wages

~

Gross farming & fishing inc Royalties Royalty expenses/depletion

'--­ ..

.........

Undistributed capital gains credit ...... Backup withholding ...

. ..

=1==

,

..

.. ....

Dependent care benefits ...... Retirement plans

1----­

........

Medical insurance - 1040

...........

e--­

8 269

Qualified production activities income Passthrough adjustment to Form 1040

1---­

Penalty on early withdrawal of savings

f.­

NOL

8,26.1.-

......

Other taxes/recapture of credits. Credits .................................

Casualty and theft loss ...............

14 521552 12-04-05

3 505 551

c---­

.. ........

Credit for estimated tax ........ Cancellation of debt

3 505 551

INCOME FROM PASSTHROUGH STATEMENT, PAGE 1

2006

SCHEDULE E Name JAMES R

SSN/EIN

PERRY

Passthrough REVOCABLE "BLIND" TRUST STATE AGREEMENT FBO RICK PERRY DT

10

~_!!!!!!!!!!_._

74-6467584

TAXPAYER

ESTATE OR TRUST

K·1 Input .l.' ....II.~J.

~

I

.... '-' ......

~

.....

F r Year Unallowed Basis Loss

Disallowed Due to Prior Year Unallowed Basis Limitation At-Risk Loss

Disallowed Due to At·Risk

Prior Year Passive Disallowed Passive Loss Loss

Tax Return

SCHEDULE E PAGE 2

Ordinary business income (loss) . Rental real estate income (loss) Other net rental income (loss) Intangible drilling costs/dry hole costs Self·charged passive interest expense Guaranteed payments Section 179 and carryover

...............

Disallowed section 179 expense Net income (loss) First passive other Second passive other. Cost depletion

. ......... ......

.........

15 807

15 807

Nonpassive other.

45 795

45 795

Total Schedule E Inane 2) .................

29 988

29 988

1 000

1 000

Percentage depletion .

.

............

Depletion carryover .. ,.

.

...

Disallowed due to 65% limitation Unreimbursed expenses (non passive)

r

FORM 4797

Section 1231 gain (loss) ......... Section 179 recaoture on disDosition

C

SCHEDULE D

Net short·term cap. gain (loss)

.........

Net long·term cap. gain (loss) Section 1256 contracts & straddles

I

FORM 4952

Investment interest expense· Sch. A Other net investment income

r

..........

ITEMIZED DEDUCTIONS

Charitable contributions ............... Deductions related to portfolio income Other

. ..........

. ..........

15 621551 12-12-06

INCOME FROM PASSTHROUGH STATEMENT, PAGE 2

2006

SCHEDULE E Name JAMES R. PERRY

SSN/EIN

Passthrough REVOCABLE "BLIND" TRUST STATE AGREEMENT FBO RICK PERRY DT ESTATE OR TRUST

r

~"

---.J• • • •~_

74-6467584

TAXPAYER

~-

K-1 Input J."vJ.., ....

ID

.......................

Prior Year Unallowed Basis Loss

Disallowed Due to Prior Year Unallowed At-Risk Loss Basis Limitation

Disallowed Due to Prior Year Passive Disallowed Passive At-Risk Loss Loss

Tax Return

INTEREST AND DIVIDENDS

Interest income

.....

........

Interest from U.S. bonds Ordinary dividends

12 935 7 804

12 935

Qualified dividends

~-

7 804

Tax-exemot interest income ...............

C

FORM 6251

Depreciation adjustment after 12/31/86 Adjusted gain or loss

.......

Beneficiary's AMT adjustment Depletion (other than oil) Other.

C

MISCELLANEOUS

Self-employment earnings (Ioss)/Wages e-­ Gross farming & fishing inc l---­ Royalties Royalty expenses/depletion

-­

Undistributed capital gains credit Backup withholding .... Credit for estimated tax . Cancellation of debt Medical insurance - 1040 Dependent care benefits Retirement plans

...... .............

Qualified production activities income

~--

t---­

Passthrough adjustment to Form 1040 Penalty on early withdrawal of savings

I---­

NOL

Other taxes/recapture of credits ....

Credits

Casualty and theft loss

16

621552 12·04~OO

INCOME FROM PASSTHROUGH STATEMENT, PAGE 1

2006

SCHEDULE E SSN/EIN

Name JAMES R. PERRY Passthrough REVOCABLE "BLIND" TRUST AGREEMENT FBO ANITA PERRY

ID

---tI• • • • _

03-6092780

TAXPAYER

ESTATE OR TRUST

'-'

...............

~

I

.....

~

K-1 Input

................

Prior Year Unallowed Basis Loss

Disallowed Due to Prior Year Unallowed Basis Limitation At-Risk Loss

SCHEDULE E PAGE 2

Ordinary business income (loss) . Rental real estate income (loss) Other net rental income (loss) ....... Intangible dri!ling costs/dry hole costs Self-charged passive interest expense Guaranteed payments Section 179 and carryover Disallowed section 179 expense Net income (loss) First passive other Second passive other. Cost depletion

......

.....

Percentage depletion Depletion carryover. Disallowed due to 65% limitation Unreimbursed expenses (non passive) Nonpassive other. Total Schedule E (paqe 2) ....

I

FORM 4797

Section 1231 gain (loss) . Section 179 recapture on disposition

C

SCHEDULE D

Net short-term cap. gain (loss)

........

Net long-term cap. gain (loss) ............ Section 1256 contracts & straddles

I

FORM 4952

Investment interest expense - Sch. A Other net investment income

L

ITEMIZED DEDUCTIONS

Charitable contributions. Deductions related to portfolio income Other .

'

....

17 821551 12-12-08

Disallowed Due to Prior Year Passive Disallowed Passive At-Risk Loss Loss

Tax Return

INCOME FROM PASSTHROUGH STATEMENT, PAGE 2 SCHEDULE E Name JAMES R"--a-.-'-P""E"'R"'R"'Y

_

Passthrough REVOCABLE "BLIND" TRUST AGREEMENT FBO ANITA PERRY

2006

SSN/EIN 10

~• • • • •__

03-6092780

TAXPAYER

ESTATE OR TRUST

Prior Year Unallowed Basis Loss

K-1 Input '-' ..l..

.L.lJ.,:..l~

I

\

.L . . . u

........... " .......

Disallowed Due to Prior Year Unallowed Basis Limitation At-Risk Loss

Disallowed Due to Prior Year Passive Disallowed Passive At-Risk Loss Loss

Tax Return

INTEREST AND DIVIDENDS

Interest income ..

.........

Interest from U.S. bonds Ordinary dividends

319

Qualified dividends

319

.........

==

Tax-exempt interest income ............. FORM 6251 Depreciation adjustment after 12/31/86

Adjusted gain or loss

-­

Beneficiary's AMT adjustment

-­

Depletion (other than oil) Other ............ ...... ........

~

MISCELLANEOUS

Self-employment earnings (loss)/Wages Gross farming & fishing inc Royalties

.................

Royalty expenses/depletion Undistributed capital gains credit

f---­

~-~

Backup withholding. Credit tor estimated tax. Cancellation of debt

......

Medical insurance· 1040 Dependent care benefits Retirement plans ........... . . : : : Qualified production activities income .....

I I

Passthrough adjustment to Form 1040 ~ Penalty on early withdrawal of savings NOL Other taxes/recaptu re of cred its .. Credits .. .. - ..... ....... Casualty and theft loss

......

~

I

18 B21552 12-04-06

Schedule E

PASSTHROUGH RECAP - BASIC INFORMATION

2006

JAMES R. & M. ANITA PERRY I

1/1/6

Schedule K-1 Line Reference: (1065/11205/1041 \ T T S P Entity Act. J E1 No. No. Name

YI

",if,

1 2 I

"'W

3

1

p

Ordinary Income (Loss\

1 ~T R

PERRY CO 3 I1EVOCABLE "BLIND" TRUST STATE A 4 !REVOCABLE "BLIND" TRUST AGREEME

2/2/7 I

3/3/8

*

Rental Real Other Rental Estate Income Inc. (Loss) (Loss)

*

Passive !A~T Passive Activity Activity Loss Loss CIO CIO

5/4/1

"

6aJ5aJ2a

7/61"

Interest

US Treasury Bond Interest

Dividends

Royalties

8m3

41"r

TShort-T.,m Net Long~ Guaranteed Capi'al ierm Capital Payments Gam (loss)

8 269

9aJ8 aJ4 a

Gain (Loss), to

pa'tne~1

3 505 12 935

-­

319

-

I I

I

8 269

Totals .. Component of:

Schedule E, Page 2, Various

Schedule K-1 Line Reference: (106511 ~?OSi1041)

Entity No.

Act. No.

1

1

2

3

11/101"

*

10/9/*

Ordinary I Section 1231 Gain (Loss) \ Gain (Loss) Farm 4797

Other

Income

13/121"

12/11/"

I

I Charitable Section 179 tontributions Expense I 50%

Schedule E, Page 2, Various

Schedule E, Page 2, Various

Form 8582 Line 3c

13/121"

131121"

13112/*

"I"

20/17/14

I

Deductions Related to PortfoliO Income :2%)

Investment, Investment Other Int. Expense lint. Expense Investment Deductions Schedule A\ t§.chedule E) Income

1 000

131"1"

*

SE Health Insurance Premium

Wages for MOr~ Than 2%

3 505 Schedule E, Schedule D, Schedule D, Lme4

LI'1e5

141"r Net SE Earnings

Shareho'ders

3 505

4 547

416 46 795

13 254 Form Schedule B, Schedule B, Schedule 8, 8582 AMT, Line 1 Line 1 Line 5 Line 3c

Schedule E Page ?,

Line 12

Varlous

17/15/12

*1"/12

"1"/12

AMT Dep,

Minimurl

I\dj on Post

Tax

'86 Pronert

Ad ustrnent

ExclUSion Items

8 269 I

1 000

'­

I

L

I

I

I

I ,

I \

I

Totals Component of: Form 4797, Form 4797, Line 10 Line 2

I

46 795 Schedule E,

Page 2,

Vanous

416 Schedule A,

Lines 15 & 10

1 000 Form 4562, Schedule A, line 22 line 6

5 547 Schedule E. Page 2, Various

Schedule A, i Line 13

* - No specific Schedule K-1line reference for these amounts. 628071

11-01-06

18.1

Schedule E,

Page 2, Various

3 505 Form 4952. Form 1040, Form 1040, Line 4a Line 29 line 7

i

8 269 ~ched~.tle SE ' Forrl 6251, Line 2

LIne 17

Form 5251, Line ~ 4

2007 Form 8801

-

~hedUIC J~~~ES

PASSTHROUGH RECAP - ADDITIONAL INFORMATION AND PRIOR YEAR BASIS CARRYOVERS

E

•

-

Schedule K·1 Line Re1erence' (1065/1120S/1041)

Entity No.

2006

R. & M. ANITA PERRY

6b/5b/2b

Act. No.

Qualified Dividends

11/10/*

13/*/*

Sec. 1256 Dependent Contracts & Care Benefits Straddles

,

1

13/12/*

15/13/*

15/13/13

15/13/13

Qualified Production Activities Income

Employer's W-2 Wages

Undistributed Capital Gains

Empowerment Zone Cred:t

CredIt for Increasing Research

ActiVities

15/13/*

15/13/*

20/17/13

New Markets Credit for SS Recapture of Credit & Medicare Investment Taxes Credit

8 269

.L

7 804

3

2

13/12/14

I

F=G I 7 804 Totals Component of: I Form 1040, Form 6781, Lorm 2441 Lme1 Line 12 ! Line 9b

8 269

Form 8~ Form 8903, Form 1040, Form 8844, Form 6765, Form 8874, Form 8846, Form 8611, Line 62 Line 2 Line 5 Line 7 Line 13 Line 70 Line 3 Line 8 -­

~-

Schedule K-1

Line Reference: (1065/1120S/1041)

Entity No.

Act. No.

* Schedule E Basis CarrYOver

* AMT

Schedule E Basis Carryover

* ST Basis CarrYOVer

* AMT Basis Carryover

*

LT Basis Carryover

* AMT LT Basis Carryover

*

*

Sec. 1231 Basis Carryover

AMT

Sec.

1231

BasIs

Carryover

*

*

4797-Ord. Basis Carryover

AMT

47Q7-0rd. Basis Carryover

*

*

Other Basis CarryOVerS

AMT

Other Basis Carryovers

1---, ­ ---­

f-------­

Totals Component of:

628076 02-12-J7

Basis Limitation Worksheet

Basis Limitation Worksheet

BasIs Limitation Worksheet

BasIs Limitation Worksheet

Basis Limitation Worksheet

* - No specific Schedule K-1 line reference for these amounts.

Basis Limitation Worksheet

Basis Limitation Worksheet

Basis Limitation Worksheet

18.2

Basis Limitation Worksheet

Basis limitation Wor'Ksheet

Basis Limitation Worksheet

BasIs Limitation Worksheet

~1

JAME3 R. & M. ANITA PERR

SCHEDULE SE

STATEMENT

NON-FARM INCOME

DESCRIPTION

16

AMOUNT

TEXAS ASSOCIATION AGAINST SEXUAL ASSAULT

63,333.

TOTAL TO SCHEDULE SE, LINE 2

63,333.

SCHEDULE SE

STATEMENT

NON-FARM INCOME

DESCRIPTION

17

AMOUNT

J.R. PERRY CO.

8,269.

rOTAL TO SCHEDULE SE, LINE 2

8,269.

41 l4200411 786859 630

?OO~.OSO?O

PRRRY.

~AMRR

R.

STATEMENT(S) 16, 17 630 1

JAME3 R. & M. ANITA PERR

FORM 1116

1

WORLDWIDE CAPITAL GAINS WORKSHEET FOR LINE 17

STATEMENT

ENTER THE AMOUNT FROM FORM 1040, LINE 41 (MINUS ANY AMOUNT ON FORM 8914, LINE 6). IF YOU ARE A NONRESIDENT ALIEN, ENTER THE AMOUNT FROM FORM 1040NR, LINE 38 (MINUS ANY AMOUNT ON FORM 8914, LINE 6).

189,218.

2

ENTER WORLDWIDE 28% GAINS

3

MULTIPLY LINE 2 BY 0.2000

4

ENTER WORLDWIDE 25% GAINS

5

MULTIPLY LINE 4 BY 0.2857

6

ENTER WORLDWIDE 15% GAINS AND QUALIFIED DIVIDENDS

7,835.

7

MULTIPLY LINE 6 BY 0.5714

4,477.

8

ADD LINES 3, 5 , AND 7

9

SUBTRACT LINE 8 FROM LINE 1. ENTER THE RESULT HERE AND ON FORM 1116, LINE 17

.4200411 786859 630

18

4,477.

42 2006.05020 PERRY, JAMES R.

184,741.

STATEMENT(S) 18 630 1

JAMES R. & M. ANITA PERR

FORM 1116

ALTERNATIVE MINIMUM TAX FOREIGN TAX CREDIT WORLDWIDE CAPITAL GAINS WORKSHEET FOR LINE 17

1

ENTER THE AMOUNT FROM FORM 6251, LINE 28

2

ENTER WORLDWIDE 25% GAINS

3

MULTIPLY LINE 2 BY 0.1071

4

ENTER WORLDWIDE 15% GAINS AND QUALIFIED DIVIDENDS

5

MULTIPLY LINE 4 BY 0.4643

6

ADD LINES 3, AND 5

7

SUBTRACT LINE 6 FROM LINE 1. ENTER THE RESULT HERE AND ON FORM 1116 AMT, LINE 17

7RfiRr;q

fi~O

19

199,194.

3,638. 195,556.

43 14?00411

STATEMENT

?OOfi.or;o?o

PRRRY.

STATEMENT(S) 19 ~AMR~

R.

fi~O

1

JAMEJ R. & M. ANITA PERR

FORM 8582

OTHER PASSIVE ACTIVITIES - WORKSHEET 3 CURRENT YEAR

~AME

OF ACTIVITY

NET INCOME

PRIOR YEAR UNALLOWED LOSS

NET LOSS

STATEMENT

OVERALL GAIN OR LOSS GAIN

LOSS

J.R. PERRY CO.

3,722.

O.

3,722.

rOTALS

3,722.

O.

3,722.

:CORM 8582

iNAME J.R. PERRY CO.

SUMMARY OF PASSIVE ACTIVITIES

FORM OR PRIOR SCHEDULE GAIN/LOSS YEAR C/O SCH E

~OTALS

NET GAIN/LOSS

3,722.

3,722.

3,722.

3,722.

20

STATEMENT

UNALLOWED LOSS

21

ALLOWED LOSS

JRIOR YEAR CARRYOVERS ALLOWED DUE TO CURRENT YEAR NET ACTIVITY INCOME 'OTAL TO FORM 8582, LINE 16

4200411 786859 630

44 2006.05020 PERRY, JAMES R.

STATEMENT(S) 20, 21 630 1

JAME3 R. & M. ANITA PERR

FORM 8903

STATEMENT

QPAI FROM PASSTHROUGH ENTITIES

QPAI AMOUNT

NAME OF PASSTHROUGH ACTIVITY

22

WAGES AMOUNT

J.R. PERRY CO.

8,269.

O.

TOTAL TO FORM 8903, LINES 7 AND 13

8,269.

O.

45 ?nnh _ ni:;n?n

PRRRV

STATEMENT(S) 22 ,T1.>.MRC:

R_

h':\n

1

JAMEG R. & M. ANITA PERR

STATEMENT

CASH CONTRIBUTIONS

SCHEDULE A

JESCRIPTION

AMOUNT

AMOUNT

50% LIMIT

30% LIMIT

10

UNITED METHODIST CHURCH K-1 - J.R. PERRY CO.

rF~RYTOWN

~ROM

3UBTOTALS

rOTAL TO SCHEDULE At LINE 15

STATEMENT(S) 10

37 4?00411

7RhRSQ

h~O

?OOh.O~O?O

PRRRV.

~AMRS

R.

630

1

JAMEJ R. & M. ANITA PERR

SCHEDULE A 1. 2•

3.

4. 5. 6. 7.

8. 9. L0 •

L1. L2.

STATEMENT

ITEMIZED DEDUCTIONS WORKSHEET

ENTER THE TOTAL OF THE AMOUNTS FROM SCHEDULE A, LINES 4, 9, 14, 18, 19, 26, AND 27 . ENTER THE TOTAL OF THE AMOUNTS FROM SCHEDULE A, LINES 4, 13, AND 19, PLUS ANY GAMBLING AND CASUALTY OR THEFT . LOSSES INCLUDED ON LINE 27 IS THE AMOUNT ON LINE 2 LESS THAN THE AMOUNT ON LINE 1? IF NO, YOUR DEDUCTION IS NOT LIMITED. ENTER THE AMOUNT FROM LINE 1 ABOVE ON SCHEDULE A, LINE 28. IF YES, SUBTRACT LINE 2 FROM LINE 1 . 12,734. MULTIPLY LINE 3 BY 80% (.80) . . . . . 204,065. ENTER THE AMOUNT FROM FORM 1040, LINE 38. ENTER: $150,500 ($75,250 IF MARRIED FILING SEPARATELY) . 150,500. IS THE AMOUNT ON LINE 6 LESS THAN THE AMOUNT ON LINE 5? IF NO, YOUR DEDUCTION IS NOT LIMITED. ENTER THE AMOUNT FROM LINE 1 ABOVE ON SCHEDULE A, LINE 28. IF YES, SUBTRACT LINE 6 FROM LINE 5 53,565. MULTIPLY LINE 7 BY 3% (.03) . . . . 1,607. ENTER THE SMALLER OF LINE 4 OR LINE 8 . . . DIVIDE LINE 9 BY 3 SUBTRACT LINE 10 FROM LINE 9 . TOTAL ITEMIZED DEDUCTIONS. SUBTRACT LINE 11 FROM LINE 1. ENTER THE RESULT HERE AND ON SCHEDULE A, LINE 28 .. . .

JCHEDULE A

STATE AND LOCAL GENERAL SALES TAXES

)ESCRIPTION

11

15,918.

o. 15,918.

1,607. 536. 1,071. 14,847.

STATEMENT

12

AMOUNT

;TATE SALES TAX JOCAL SALES TAX

2,274. 728.

'OTAL TO SCHEDULE A, LINE 5

3,002.

.4200411 786859 630

38 2006.05020 PERRY, JAMES R.

STATEMENT(S) 11, 12 630 1

JAMES R. & M. ANITA PERR

SCHEDULE A

GENERAL SALES TAX DEDUCTION WORKSHEET

STATEMENT

ENTER YOUR STATE GENERAL SALES TAXES FROM THE APPLICABLE TABLE. TEXAS IF, FOR ALL OF 2006, YOU LIVED ONLY IN CONNECTICUT, THE DISTRICT OF COLUMBIA, HAWAII, INDIANA, KENTUCKY, MAINE, MARYLAND, MASSACHUSETTS, MICHIGAN, MISSISSIPPI, NEW JERSEY, RHODE ISLAND, VIRGINIA, OR WEST VIRGINIA, SKIP LINES 2 THROUGH 5, ENTER -0- ON LINE 6, AND GO TO LINE 7. OTHERWISE, GO TO LINE 2. 2 DID YOU LIVE IN ALASKA, ARIZONA, ARKANSAS (TEXARKANA ONLY), CALIFORNIA (LOS ANGELES COUNTY ONLY), COLORADO, GEORGIA, ILLINOIS, LOUISIANA, NEW YORK STATE, OR NORTH CAROLINA IN 2006? IF NO, ENTER -0-. IF YES, ENTER YOUR LOCAL GENERAL SALES TAXES FROM THE APPLICABLE TABLE. O. 3 DID YOUR LOCALITY IMPOSE A LOCAL GENERAL SALES TAX IN 2006? RESIDENTS OF CALIFORNIA, NEVADA AND TEXARKANA, ARKANSAS, SEE INSTRUCTIONS. IF NO, SKIP LINES 3 THROUGH 5, ENTER -0- ON LINE 6 AND GO TO LINE 7. IF YES, ENTER YOUR LOCAL GENERAL SALES TAX RATE, BUT OMIT PERCENTAGES. 2.0000 AUSTIN 1 DID YOU ENTER -0- ON LINE 2 ABOVE? IF NO, SKIP LINES 4 AND 5 AND GO TO LINE 6. IF YES, ENTER YOUR STATE GENERAL SALES TAX RATE, BUT OMIT PERCENTAGES. 6.2500 DIVIDE LINE 3 BY LINE 4. ENTER THE RESULT AS A DECIMAL (ROUNDED TO AT LEAST THREE PLACES). .3200 DID YOU ENTER -0- ON LINE 2 ABOVE? IF NO, MULTIPLY LINE 2 BY LINE 3. IF YES, MULTIPLY LINE 1 BY LINE 5.

13

1

2,274.

728.

iA ADD LINE 1 AND LINE 6.

3,002.

iB PART-YEAR DAYS RATE. iC MULTIPLY LINE 6A BY LINE 6B.

1. 000000

3,002.

ENTER YOUR GENERAL SALES TAXES PAID ON SPECIFIED ITEMS, IF ANY. DEDUCTION FOR GENERAL SALES TAXES. ADD LINES 6C AND 7. ENTER THE RESULT HERE AND ON SCHEDULE A, LINE 5. BE SURE TO ENTER "ST" ON THE DOTTED LINE TO THE LEFT OF THE ENTRY SPACE.

39 ?nn~.n~n?n

PRRRY.

3,002.

STATEMENT(S) 13 ~AMR~

R.

630

1

JAME2 R. & M. ANITA PERR

STATEMENT

CAPITAL LOSS CARRYOVER

SCHEDULE D

14

ENTER THE AMOUNT FROM FORM 1040, LINE 41 . . . . ENTER THE LOSS FROM SCHEDULE D, LINE 21, AS A POSITIVE AMOUNT. COMBINE LINES 1 AND 2. IF ZERO OR LESS, ENTER -0­ ENTER THE SMALLER OF LINE 2 OR LINE 3 .

189,218. 3,000. 192,218. 3,000.

5. ENTER THE LOSS FROM SCHEDULE D, LINE 7, AS A POSITIVE AMOUNT. 6. ENTER THE GAIN, IF ANY, FROM SCHEDULE D,

11,686.

1. 2. 3. 4.

LINE 15

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

3,000.

7. ADD LINES 4 AND 6 . 8. SHORT-TERM CAPITAL LOSS CARRYOVER TO 2007. SUBTRACT LINE 7 FROM LINE 5. IF ZERO OR LESS, ENTER -0-

...

8,686.

9. ENTER THE LOSS FROM SCHEDULE D, LINE 15, AS A POSITIVE AMOUNT. 10. ENTER THE GAIN, IF ANY, FROM SCHEDULE D, LINE 7 • • • . . • • • . • . IF ZERO OR LESS, 1l. SUBTRACT LINE 5 FROM LINE 4. ENTER -0. . . . . . . . . 12. ADD LINES 10 AND 11 . . . . 13. LONG-TERM CAPITAL LOSS CARRYOVER TO 2007. SUBTRACT LINE 12 FROM LINE 9. IF ZERO OR LESS, ENTER -0­

13,193.

SCHEDULE E

NAME REVOCABLE "BLIND" TRUST STATE A.GREEMENT FBO NET INCOME FROM DEPLETION STATEMENT :{EVOCABLE "BLIND" rRUST AGREEMENT PBO ANITA PERRY

INCOME OR (LOSS) FROM ESTATES AND TRUSTS EMPLOYER ID NO.

PASSIVE INCOME

STATEMENT

NONPASSIVE LOSS

15

NONPASSIVE INCOME

74-6467584 45,795. 74-6467584 15,807. 03-6092780

rOTALS TO SCHEDULE E, LINE 34

L4200411 786859 630

PASSIVE LOSS

13,193.

o. o.

40 2006.05020 PERRY, JAMES R.

15,807.

45,795.

STATEMENT(S) 14, 15 630 1

OMS No. 1545-1984

8903

Form

Department of the Treasury Internal Revenue Service

Name(s) as shown on return

2006

Domestic Production Activities Deduction

I

~ Attach to your tax return. ~ See separate instructions.

Attachment Sequence No.

143

Identifying number

JAMES R. & M. ANITA PERRY 1 Domestic production gross receipts (DPGR)

.

2

Allocable cost of goods sold. If you are using the small business Simplified

3

If you are using the section 861 method, enter deductions and losses definitely

overall method, skip lines 2 and 3...

..

..

related to DPGR. Estates and trusts, see instructions. All others, skip line 3

I

2 3

4 If you are using the section 861 method, enter your pro rata share of deductions

and losses not definitely related to DPGR. All others, see instructions

.

4

5 Add lines 2 through 4

5

6 Subtract line 5 from line 1

6

7 Qualified production activities income from pass·

through

entities:

If you are a .­

Then enter the total qualified production activities income from

a Shareholder

Schedule K-1 (Form 1120S), box 12, code P

b Partner

Schedule K-1 (Form 1065), box 13, code T

STATEMENT 22

h

_ _ _..

}

..

Schedule K-1 (Form 1065-B), box 9, code S2 Schedule K-1 (Form 1041), box 14, code C

c Beneficiary

7

8,269.

......

8

8 269.

}

9

204,065.

8 Qualified production activities income. Add lines 6 and 7. If zero or Jess, enter -0- here, skip lines 9 through 15, and enter -0- on line 16

_. _.. _....

.

.

......

........

9 Income limitation (see instructions): • Individuals, estates, and trusts. Enter your adjusted gross income figured without the

domestic production activities deduction .......

• All others. Enter your taxable income figured without the domestic production activities deduction (tax· exempt organizations, see instructions) 10 Enter the smaller of line 8 or line 9. If zero or less, enter -0- here, skip lines 11 through 15, 10

8,269.

11 Enter 3% of line 10

11

248.

12 Form W-2 wages (see instructions)

12

and enter -0- on line 16

13 Form W2 wages from pass· through

entities:

If you are a ..

Then enter the total Form W2 wages from ..

a Shareholder b Partner

Schedule Schedule Schedule Schedule

c Beneficiary

K-1 K-1 K-1 K·1

(Form (Form (Form (Form

1120S), box 12, code Q 1065), box 13, code U 1065-B), box 9, code S3 1041), box 14, code D

}

13

14

Add lines 12 and 13

14

15

Form W2 wage limitation. Enter 50% of line 14 .

15

16

Enter the smaller of line 11 or line 15

16

17

Domestic production activities deduction from cooperatives. Enter deduction from Form 1099PATR, box 6

.

17

18 Expanded 2ffiliated group allocation (see instructions)

19

18

Domestic production activities deduction. Combine lines 16 through 18 and enter the result here and on Form 1040, line 35; Form 1120, line 25; Form 1120-A, line 21; or the aoplicable line of your return LHA For Paperwork Reduction Act Notice, see separate instructions.

610911 02-02-07

4200411 786859 630

25 2006.05020 PERRY, JAMES R.

19 Form

8903

630

o. (2006)

1

Form

Noncash Charitable Contributions

8283

~

(Rev December 2006) Department of the Treasury Internal Revenue Service

OMB.

Attach to your tax return if you claimed a total deduction of over $500 for all contributed property. ~ See separate instructions.

No.

1545-0908

Attachment

Sequence No.

155

Identifying number

Name(s) shown on your income tax return

JAMES R. & M. ANITA PERRY

Note. Figure the amount of your contribution deduction before completing this form. See your tax return instructions. Section A. Donated Property of $5,000 or Less and Certain Publicly Traded Securities - List in this section only items (or groups of similar Hems) for which you claimed a deduction of $5,000 or less. Also, list certain publicly traded securities even if the deduction is more than $5,000 (see instructions).

I Part I I Information on Donated Property - If you need more space, attach a statement. (b) DeSCrIption of donated property

(a) Name and address of the donee organization

1

(for a donated vehicle, enter the year, make, model, conditIon, and mileage, and attach Form 109B-C if required.)

GOODWILL AUSTIN TX MARCH OF DIMES lAUSTIN, TX

A

B

("'LOTHING, HOUSEHOLD GOODS, ETC PICTURE

C D I

~

Note. If the amount YOU claimed as a deduction for an item is $500 or less (c)Date of the ~d) Dale acquired (e)How acqUired ,y'donor (mo. yr) con(nbutlon by donor A VARIOUS VAR. !PURCHASE 10/15/06 VAR. PURCHASE B

YOU

do not have to com lete columns (dl. (e). and (f). (h) Method used to determine the fair (f) Donor's cost or (g) (~~ ~~ue~t;oa~~) market value ad usted baSIS

8 000. 750.

2 630. rrHRIFT SHOP VALUE 250. rrHRIFT SHOP VALUE

C 0

E

[PartJI]

Partial Interests and Restricted Use Property - Complete lines 2a through 2e If you gave less than an entire interest in a property listed in Part I. Complete lines 3a through 3c if conditions were placed on a contribution listed in Part I; also attach the required statement (see instructions).

2 a Enter the letter from Part I that identifies the property for which you gave less than an entire interest ~ If Part II applies to more than one property, attach a separate statement. Total amount claimed as a deduction for the property listed in Part I: (1) For this tax year ~ (2) For any prior tax years ~

_ _

Name and address of each organization to which any such contribution was made in a prior year (complete only if different from the donee organization above): Name of charitable organization (donee)

Address (number, street, and room or suite no.)

Cilyor lown, stale, and ZIP code

d For tangible property, enter the place where the property is located or kept ~

_

e Name of any person , other than the donee organization , having actual possession of the property ~ Yes

3 a Is there a restriction, either temporary or permanent, on the donee's right to use or dispose of the donated property? b Did you give to anyone (other than the donee organization or another organization partiCipating with

tile donee organization in cooperative fundraising) the right to the income from the donated property or

to the possession of the property, including the right to vote donated securities, to acquire the

property by purchase or otilerwise, or to designate the person having such income, possession, or right

to acqu ire? ..

c Is tl18re a restriction limiting the donated property for a particular use? LHA For Paper.vork Reduction Act Notice, see separate instructions,

No

--­ rorm 8283 (Rev. 12-200G)

019931 01-05-07

.4200411 786859 630

26 2006.05020 PERRY, JAMES R.

630

1

Form 1116

u.s. and Foreign Source Income Summary

NAME

JAMES R. & M. ANITA PERRY INCOME TYPE Compensation

Dividends/Distr ibutlons

Interest

Capital Gains

BusinesslProfession

RenVRoyalty

StatelLocal Refunds

Parlnership/S Corporation

TrusVEstate

Other Income

Gross Income

TOTAL

U.S.

103,709. 13,285. 198.

103,709. 13,285. 198.

3,505.

3,505.

8,269. 29,988. 69,567. 228,521.

8,269. 29,988. 69,537. 228,491.

30. 30.

228,521.

228,491.

30.

Less:

Section 911 Exclusion

Capital Losses

Capital Gains Tax Adjustment

Total Income - Form 1116

Deductions:

BusinesslProfession Expenses

RenVRoyalty Expenses

Parlnership/S Corporation Losses

TrustlEstate Losses

Capital Losses

4,547. 551.

4,547. 551.

3,000.

3,000.

4,586.

4,586.

11,772.

11,772.

24,456.

24,456.

204,065.

204,035.

4,543.

4,543.

10,304. 14,847.

10,303. 14,846.

1. 1.

189,218.

189,189.

29.

Non-capital Losses

Individual Retirement Account

Moving Expenses

Self-employment Tax Deduction

Self-employment Health Insurance

Keogh Contributions

Alimony

Forfeited Interest Foreign Housing Deduction Other Adlustments Capital Gains Tax Adjustment Total Deductions Adjusted Gross Income Less Itemized Deductions: Specifically Allocated Home Mortgage Interest

30.

Other Interest Ratably Allocated Total Adjustments to Adjusted Gross Income Taxable Income Before Exemptions

627\;131

05-01-06

l4200411 786859 630

27 2006.05020 PERRY, JAMES R.

630

1

Form 1116

---_.

Allocation of Itemized Deductions

NAME

JAMES R . & M. ANITA PERRY

Taxes

Total

Itemized Deductions

Itemized

After Sec. 68

Deductions

Reduction

11 047.,

Form 1116

Specifically U.S.

10 304.

I

Ratable

Specifically Foreign

I

10,304.

I

Interest - Not Including Investment

Interest

Contributions

4 87l.

4,543.

15 918.

14 847.

4 543.

Miscellaneous Deductions

SUbject to 2%

other Miscellaneous Deductions ­ Not Including Gambling Losses _ Forelgn Adjustment _

Totalltemized Deductions Subject to Sec. 68 _ Add Itemized Deductions

Not Subject to Sec. 68:

Medical/De ntal nvestment Interest p ost Aug. 27 Contributions _. __

Casualty Losses

Gambling Losses _ Foreign Adjustment _ Totalltemized Deductions

Total Allowed on Schedule A

~8'

14 847.

4 543.

10 304.

627871 05-01-06

.4200411 786859 630

28 2006.05020 PERRY, JAMES R.

630

1

Form 1116

Foreign Tax Credit Carryover Statement (Page 1 of 2)

NAME

,-,-J~AM~E=S",----"R""--,"--------""&,----""M,,--"-.~AN,"-,-",--IT",,-,A,-,,------,,P,--,E,,-,,-R-,-,,-R-,-,,,Y~

••

iii:is IVE

Foreign Income Category Regular L Foreign tax paid/accrued. 2. FTC carryback to 2006

3. 4. 5. 6. 7. 8. 9. 10.

2003

2004

_

INCOME 2006

2005

9.

for amended returns ..

Reduction allocated to excluded income Foreign tax available Maximum credit allowable Unused foreign tax ( + )

9.

or excess of limit ( - )

3.

6•

Foreign tax carryback Foreign tax carryforward Less treaty adjustment Foreign tax or excess limit remaining

3• 3•

Total foreign taxes from all available years to be carried to next year 1999

2000

2001

2002

1. Foreign tax paid/accrued 2. FTC carryback to 2006

3. 4. 5. 6.

for amended returns ..

Reduction allocated to excluded income Foreign tax available Maximum credit allowable Unused foreign tax ( + )

or excess of limit ( - )

7. Foreign tax carryback 8. Foreign tax carryforward 9. Less treaty adjustment 10. Foreign tax or excess limit remaining

627915/08-09-06

29 L4200411 786859 630

2006.05020 PERRY, JAMES R.

630

1

Form 1116

Foreign Tax Credit Carryover Statement (Page 2 of 2)

NAME

;IJhAM~E~S __R~.--,&UMh.~ANlliJI~T-:lAuP~E:BRBRXY

• • • •_,"------_ ~ASSIVE INCOME

Foreign Income Category

2003

Alternative Minimum Tax 1. Foreign tax paid/accrued

2004

2006

2005

9.

2. FTC carryback to 2006

for amended returns.

3. Reduction allocated to excluded income

9•

4. Foreign tax available 5. Maximum credit allowable 6. Unused foreign tax ( + )

6• I

3•

or excess of limit ( - )

7. Foreign tax carryback

B. Foreign tax carryforward 9. Less treaty adjustment

3• 3.

10. Foreign tax or excess limit remaining Total foreign taxes from all available years to be carried to next year 1999

2000

2001

2002

1. Foreign tax paid/accrued. 2. FTC carryback to 2006

lor amended returns .

3. Reduction allocated to excluded income 4. Foreign tax available 5. Maximum credit allowable 6. Unused foreign tax ( + )

or excess of limit ( - )

7. Foreign tax carryback B. Foreign tax carryforward 9. Less treaty adjustment 10. Foreign tax or excess limit remaining

627915/08-09·06

_4200411 786859 630

30 2006.05020 PERRY, JAMES R.

630

1

JAMES R. & M. ANITA PERRY

I

Depletion

65% of Taxable Income Allocation

Taxable income including all available NOL carryover Plus allowable depletion

2006

179,318. 16,358.

Minus cost depletion Taxable income before percentage depletion 65% 65% of taxable income Property Number

l' i

l~.R.

Property Description

PERRY CO. EEVOCABLE "BLIND" TRUST 2lSTATE AGRE

Total 525531/05-01-05

195,676. 0.65 127,189. Percentage Depletion 1st Iteration

Allocation Ratio

551. .033684

Limited Percentage Depletion

Cost

Depletion

Percentage

Depletion Final

Iteration

Reallocation Ratio

Allowable Depl.

after the

§5% LirTiitation

551.

551.

.033684

551.

15,807. . 9 6 631 61 1 5 , 807 .

15,807.

.966316

15,807.

16 . 358 .11 . 0 000 0 01 16. 358 •

16.358.1 1. 000000

16.358.

Excess

Percentage

Depl. Carryover

JAMES R. & M. ANITA PERF

FORM 1040

STATEMENT

MISCELLANEOUS INCOME

DESCRIPTION

1

AMOUNT

TEXAS ASSOCIATION AGAINST SEXUAL ASSAULT EDFINANCIAL SERVICES

63,333. 334.

TOTAL TO FORM 1040, LINE 21

63,667.

["ORM 1040

~AME

OF PAYER

STATEMENT

IRA DISTRIBUTIONS GROSS

DISTRIBUTION

2

TAXABLE AMOUNT

NATIONAL BANK

5,900.

5,900.

rOTAL TO FORM 1040, LINE 15

5,900.

5,900.

~LIN

.4200411 786859 630

32 2006.05020 PERRY, JAMES R.

STATEMENT(S) 1, 2 630 1

•

JAME2 R. & M. ANITA PERR FORM 1040

SEP DEDUCTION

STATEMENT

3

M. ANITA PERRY 1. 2. 3. 4. 5. 6. 7. 8.

9. 10. ll. 12. 13. 14. 15. 16. 17. 18 . 19 .

PLAN CONTRIBUTION RATE OR SELF-EMPLOYED PERSON'S RATE NET EARNINGS FROM SCHEDULE C, SCHEDULE F, OR SCHEDULE K-1 DEDUCTION FOR SELF-EMPLOYMENT TAX FROM 1040, LINE 27 . . . SUBTRACT LINE 3 FROM LINE 2 . MULTIPLY LINE 4 TIMES LINE 1 . MULTIPLY $220,000 BY YOUR PLAN CONTRIBUTION RATE. ENTER THE RESULT BUT NOT MORE THAN $44,000 . ENTER THE SMALLER OF LINE 5 OR LINE 6 . CONTRIBUTION DOLLAR LIMIT . *IF ANY ELECTIVE DEFERRALS WERE MADE, GO TO LINE 9. *OTHERWISE, SKIP LINES 9 THROUGH 18 AND ENTER THE SMALLER OF LINE 7 OR LINE 8 ON LINE 19. ALLOWABLE ELECTIVE DEFERRALS SUBTRACT LINE 9 FROM LINE 8 SUBTRACT LINE 9 FROM LINE 4 ENTER ONE-HALF OF LINE 11 . . . ENTER THE SMALLEST OF LINES 7, 10 OR 12 SUBTRACT LINE 13 FROM LINE 4 . . . . ENTER THE SMALLER OF LINE 9 OR LINE 14 . *IF CATCH-UP CONTRIBUTIONS WERE MADE, GO TO LINE 16. *OTHERWISE, SKIP LINES 16 THROUGH 18. SUBTRACT LINE 15 FROM LINE 14 . . . . . CATCH-UP CONTRIBUTION (AGE 50 OR OLDER) ENTER THE SMALLER OF LINE 16 OR LINE 17 ADD LINES 13, 15 AND 18. ENTER HERE AND ON LINE 28, FORM 1040 . . . . . . . . . .

L4200411 786859 630

33 2006.05020 PERRY, JAMES R.

.200000 63,333. 4,475. 58,858. 11,772. 44,000. 11,772. 44,000.

11,772.

STATEMENT(S) 3

630 1

JAMES R. & M. ANITA PERR

FORM 1040 1.

STATEMENT

STUDENT LOAN INTEREST DEDUCTION

ENTER THE TOTAL INTEREST PAID IN 2006 ON QUALIFIED STUDENT LOANS. DO NOT ENTER MORE THAN $2,500

2.

ENTER THE AMOUNT FROM FORM 1040, LINE 22 . .

3.

ENTER THE TOTAL OF THE AMOUNTS FROM FORM 1040, LINES 23 THROUGH 32, LINE 34, AND ANY WRITE-IN ADJUSTMENTS YOU ENTERED ON THE DOTTED LINE NEXT TO LINE 36

4

2,500. 220,423.

16,358.

4.

SUBTRACT LINE 3 FROM LINE 2

204,065.

5.

ENTER THE AMOUNT SHOWN BELOW FOR YOUR FILING STATUS. * SINGLE, HEAD OF HOUSEHOLD, OR QUALIFYING WIDOW(ER)-$50,OOO * MARRIED FILING JOINTLY-$105,OOO .

105,000.

6.

IS THE AMOUNT ON LINE 4 MORE THAN THE AMOUNT ON LINE 5? [ ] NO. SKIP LINES 6 AND 7, ENTER -0­ ON LINE 8, AND GO TO LINE 9 [X] YES. SUBTRACT LINE 5 FROM LINE 4 .

7.

DIVIDE LINE 6 BY $15,000 ($30,000 IF MARRIED FILING JOINTLY). ENTER THE RESULT AS A DECIMAL (ROUNDED TO AT LEAST THREE PLACES). IF THE RESULT IS 1.000 OR MORE, ENTER 1.000

3•

MULTIPLY LINE 1 BY LINE 7 . . . .

3.

STUDENT LOAN INTEREST DEDUCTION. SUBTRACT LINE 8 FROM LINE 1. ENTER THE RESULT HERE AND ON FORM 1040, LINE 33

",ORM 1040

r

, )

99,065.

EMPLOYER'S NAME

r OFFICE OF THE GOVERNOR r SPE CORPORATE SERVICES, INC rOTALS

L4200411 786859 630

2,500. O.

WAGES RECEIVED AND TAXES WITHHELD

AMOUNT PAID

1. 000

FEDERAL TAX WITHHELD

STATEMENT

CITY STATE TAX SDI WITHHELD TAX W/H

FICA TAX

5

MEDICARE TAX

103,320.

13,781.

5,840.

1,598.

389.

97.

24.

6.

103,709.

13,878.

5,864.

1,604.

34 2006.05020 PERRY, JAMES R.

STATEMENT(S) 4, 5 630 1

JAMES R. & M. ANITA PERR

FORM 1040

STATEMENT

QUALIFIED DIVIDENDS ORDINARY DIVIDENDS

NAME OF PAYER

6

QUALIFIED DIVIDENDS

BANK OF NEW YORK

3.

3.

BPillK OF NEW YORK

28.

28.

12,935.

7,804.

FROM K-1 - REVOCABLE "BLIND" TRUST STATE AGREEMENT FBO RICK PERRY DTD 9-13-9 TOTAL INCLUDED IN FORM 1040, LINE 9B

L4200411 786859 630

35 2006.05020 PERRY, JAMES R.

7,835.

STATEMENT(S) 6 630 1

JAMES R. & M. ANITA PERR

FORM 1040

STATEMENT

EXCESS SOCIAL SECURITY TAX WORKSHEET

TAXPAYER 1. ADD ALL SOCIAL SECURITY TAX WITHHELD BUT NOT MORE THAN $5,840.40 FOR EACH EMPLOYER (THIS TAX SHOULD BE SHOWN IN BOX 4 OF YOUR W-2 FORMS). ENTER THE TOTAL HERE . . . . . . . . . . . . . . . . . . . . .

7

SPOUSE

5,864.

2. ENTER ANY UNCOLLECTED SOCIAL SECURITY TAX ON TIPS OR GROUP-TERM LIFE INSURANCE INCLUDED IN THE TOTAL ON FORM 1040, LINE 63 . . ... 3. ADD LINES 1 AND 2

5,864.

4. SOCIAL SECURITY TAX LIMIT

5,840.

5. SUBTRACT LINE 4 FROM LINE 3. EXCESS SOCIAL SECURITY TAX INCLUDED IN FORM 1040, LINE 67. . .... FORM 1040

24. STATEMENT

FEDERAL INCOME TAX WITHHELD

8

r S DESCRIPTION

AMOUNT

r OFFICE OF THE GOVERNOR r SPE CORPORATE SERVICES, INC J BANK OF NEW YORK S BANK OF NEW YORK

13,781­ 97.

rOTAL TO FORM 1040, LINE 64

13,887.

3CHEDULE A

1­ 8.

MISCELLANEOUS DEDUCTIONS SUBJECT TO FLOOR

)ESCRIPTION

STATEMENT

9

AMOUNT

:"ROM K-1 - REVOCABLE "BLIND" TRUST STATE AGREEMENT FBO RICK ?ERRY DTD 9-13-9

1,000.

rOTAL TO SCHEDULE A, LINE 22

1,000.

L4200411 786859 630

36 2006.05020 PERRY, JAMES R.

STATEMENT(S) 7, 8, 9 630 1

OMS No. 1545-0074

SCHEDULE SE (Form 1040)

2006

Self-Employment Tax

DepaJ1ment of the Treasury

Internal Revenue Service

~

(99)

Attach to Form 1040.

~

See Instructions for Schedule SE (Form 1040).

Name of person with self-employmf'nt income (as shown on Form 1040)

Social security number of

M. ANITA PERRY

income

person with self-employment ~

Who Must File Schedule SE You must file Schedule SE if: • You had net earnings from self·employment from other than church employee income (line 4 of Short Schedule SE or line 4c of Long Schedule SE) of $400 or more, or • You had church employee income of $108.28 or more. Income from services you performed as a minister or a member of a religious order is not church employee income (see page SE·1). Note. Even if you had a loss or a small amoun: of income from self·employment, it may be to your benefit to file Schedule SE and use either "optional method" in Part II of Long Schedule SE (see page SE·3). Exception. If your only self·employment income was from earnings as a minister, member of a religious order, or Christian Science practitioner and you filed Form 4361 and received IRS approval not to be taxed on those earnings, do not file Schedule SE. Instead, write "Exempt-Form 4361" on Form 1040, line 58.

May I Use Short Schedule SE or Must I Use Long Schedule SE?

Note. Use this flowchart only if you must file Schedule SE, if unsure, see Who Must file Schedule SE, above.

Did you receive wages or tips in 2006?

,,. Yes

No

t

~

Are you a minister, member of a religious order, or Christian Science practitioner who received IRS approval not to be taxed on earnings from these sources, but you owe self-employment tax on other earnings?

Was the total of your wages and tips subJect to social security or railroad retirement tax plus your net earnings from self­ employment more than $94,200?

Yes ~

+

~~

No

~

Are you using one of the optional methods to figure your net

earnings (see page SE-3)?

~r No .... No

No Old you receive church employee income reported on Form W-2

of $1 08.28 or more?

~ No Section A-Short Schedule SE. Caution.

~

~

You may use Short Schedule SE Below

I

~

Did you receive tips subject to social security or Medicare tax that you did not report to your employer?

I

...

You must use Long Schedule SE on page 2

I

Read above to see if you can use Short Schedule SE.

1 Net farm profit or (loss) from Schedule F,/ine 36, and farm partnerships, Schedule K·1 (Form 1065), box 14, code A

..........

..

1

.. ..... ..... . ....

........... ... .................................

2 Net profit or (loss) from Schedule C, line 31; Schedule C·EZ, line 3; Schedule K-1 (Form 1065), box 14, code A (other than farming); and Schedule K-1 (Form 1065-8), box 9, code J1. Ministers and members of religious orders, see page SE·1 for amounts to report on this line. See page SE·3 for other income to report

3 Combine lines 1 and 2

S'rM.'r J 6

................

3

63 333. 63 333.

4

58 488.

5

8 949.

2

4 Net earnings from self-employment. Multiply line 3 by 92.35% (.9235). If less than $400, do not file this schedule; you do not owe self-employment tax

................

~

5 Self-employment tax. If the amount on line 4 is: $94,200 or less, multiply line 4 by 15.3% (.153). Enter the result here and on • Form 1040, line 58.

•

}

More than $94,200, multiply line 4 by 2.9% (.029). Then, add $11,680.80 to the result. Enter the total here and on Form 1040, line 58.

6 Deduction for one-half of self-employment tax. Multiply line 5 by 50% (.5). Enter the result here and on Form 1040, line 27 . LHA

I

6

.....................

I

For Paperwork Reduction Act Notice, see Form 1040 instructions.

4 475. Schedule SE (Form 1040) 2006

624501

10-24-06

14200411 786859 630

19 2006.05020 PERRY, JAMES R.

630

1

Schedule SE (Form 1040) 2006

Attat:nment Sequence Nc.

17

Name of person with self-employment income (as shown on Form 1040)

Social security number of person with self-employment

JAMES R. PERRY

income

Page

2

... ~

Section B - Long Schedule SE Part I

I

I

Self-Employment Tax

Note. If your only income subject to self-employment tax is church employee income, skip lines 1 through 4b. Enter -0- on line 4c and go to line 5a. Income from services you performed as a minister or a member of a religious order is not church employee income. See page SE-1. A

If you are a minister, member of a religious order, or Christian Science practitioner and you filed Form 4361, but you had $400 or

more of other net earnings from self-employment check here and continue with Part I __ .. . _..

1

eJr--­

Net farm profit or (loss) from Schedule F, line 36, and farm partnerships, Schedule K-1 (Form 1065),

box 14, code A. Note. Skip this line if you use the farm optional method (see page SEA) . .._ ... _..

Net profit or (loss) from Schedule C, line 31; Schedule C-EZ, line 3; Schedule K-1 (Form 1065), box 14, code A

2

(other than farming); and Schedule K-1 (Form 1065-8), box 9, code J1. Ministers and members of religious orders, see page SE-1 for amounts to report on this line. See page SE-3 for other income to report_ Note. Skip this line if you use the nonfarm optional method (see page SEA) _..

3

Combine lines 1 and 2

S.EE .. S'J:'.~.::I'EI1EN'J:'_J.7

..

4 a If line 3 is more than zero, multiply line 3 by 92.35% (.9235). Otherwise, enter amount from line 3 ... b

If you elect one or both of the optional methods, enter the total of lines 15 and 17 here

c

Combine lines 4a and 4b. If less than $400, stop; you do not owe self-employment tax. Exception.

If less than $400 and you had church employee income, enter -0- and continue 5 a Enter your church employee income from Form W-2. See page SE-1 I

s..a

4a 4b

.

_.... ~

I

1L-'=--"----

for definition of church employee income

8 269. 8 269. 7 636.

2 3

.

-'--7 ~-.h

f---'-'4c=--+ --1

b Multiply line 5a by 92.35% (.9235). If less than $100, enter -0­

5b

7 636.

6

6

Net earnings from self-employment. Add lines 4c and 5b

7

Maximum amount of combined wages and self-employment earnings subject to social security tax or

.

the 6.2% portion of the 7.65% railroad retirement (tier 1) tax for 2006

94,200.00

7

.

8 a Total social security wages and tips (total of boxes 3 and 7 on Form(s) W-2) and railroad retirement (tier 1) compensation. If $94,200 or more, skip lines 8b through 10, and go to line 11

9 10

.

b

Unreported tips subject to social security tax (from Form 4137, line 9)

c

Add lines 8a and 8b

8b

Be

Subtract line 8c from line 7. If zero

or less,

enter -0· here and on line 10 and go to line 11

Multiply the smaller of line 6 or line 9 by 12.4% (.124) .

.

11

Multiply line 6 by 2.9% (.029)

12

Self-employment tax. Add lines 10 and 11. Enter here and on Form 1040, line 58

13

Deduction for one-half of self-employment tax. Multiply line 12 by 50% (.5). Enter the result here and on Form 1040, line 27 .

I

94.589.

8a

Part II

I

.

9

.

10 .

Optional Methods To Figure Net Earnings

.

12

221. 221.

14

1,600_00

11

111.

(see page SE-3)

Farm Optional Method. You may use this method only if (a) your gross farm income 1 was not more than $2,400, or (b) your net farm profits 2 were less than $1,733. 14

Maximum income for optional methods ..... .......... .........

15

Enter the smaller of: two-thirds (2/3) of gross farm income 1 (not less than zero) or $1,600. Also include this amount on line 4b above

................

.......

15

Nonfarm Optional Method. You may use this method only if (a) your net nonfarm profits 3 were less than $1,733 and also less than 72.189% of your gross nonfarm income~ and (b) you had net earnings from self-employment of at least $400 in 2 of the prior 3 years. Caution. You may use this method no more than five times. 16

Subtract line 15 from line 14

17

Enter the smaller of: two-thirds (2/3) of gross nonfarm income 4 (not less than zero) or the amount on

......... .................................. ................

line 16. Also include this amount on line 4b above ........................ ...... 1 2

From Seh. F, line 11, and Seh. K-1 (Form 1065), box 1~, code B. From Seh. F, line 36, and Seh_ K-1 (Form 1065), box 1~, code A.

3

4

......

. . . . . . . . . . . ..

.....

............

... .......

.........

.....

- ........

16

17

From Seh. C, line 31; Sen. C-EZ, line 3; Seh. K-1 (Form 1065), box 1~, code A; and Seh. K-1 (Form 1065-B), box 9, code J1. From Seh. C, line 7; Seh_ C-EZ, line 1; Seh. K-1 (Forni 10G5), box 1~, code C; and Seh. K-1 (Form 1065-G), box 9, code J2.

Schedule SE (Form 1040) 2006

624502 10-24-06

_4200411 786859 630

. ......

20 2006.05020 PERRY, JAMES R.

630

1

OMS No. 1545-0121

1116

Form

2006

Foreign Tax Credit

Depanment of the Treasury Internal Revenue Service (99)

~

(Individual, Estate, or Trust) Attach to Form 1040, 1040NR, 1041, or 99O-T.

Name

Identifying number

as shown on page' of your tax return

JAMES R. & M. ANITA PERRY Use a separate Form 1116 for each category of income listed below. See Categories of Income on page 3 of the instructions. Check only one box on each Form 1116. Report all amounls in U.S. dollars except where specified in Part II below. a

[X]

Passive income

d

b

D

High withholding tax interest

e

Financial services income

f

D

k Resident of (name of country) ~

D D

D

Shipping income

Lump-sum distributions

Dividends from a DISC or former DISC

Section 901(j) Income

Certain distributions from a foreign sales corporation (FSC) or former FSC

General limitation Income

Certain income re-sourced by treaty

UNITED STATES

Note: If you paid taxes to only one foreign country or U.S. possession, use column A in Part I and line A in Part II. If you paid taxes to more than one foreign country or U.S. possession, use a separate column and line for each country or possession.

I Part I [iaxable Income or Loss From Sources Outside the United States (for Category Checked Above) I

I

Enter the name of the foreign country or U.S. possession ~ 1a Gross income from sources within country shown above and of the type checked above:

Total (Add cols. A B and C.)

Foreic n Country or U.S. Possession A

B

C

OTHER 00UNTRIES

30. b Check if line 1a is compensation for personal services as an employee, your total compensation from all sources is $250,000 or more, and you used an alternative basis to determine its source (see instructions) ...... ~ CI Deductions and losses (Caution: See pages 13 and 14 of the instructions): Expenses definitely related to the income on line 1a 2 (attach statement) 3 Pro rata share of other deductions not definitely related: a Certain itemized deductions or standard deduction b Other deductions (attach statement) c Add lines 3a and 3b

10 304. 10,304. 30. 228 521. .000131 1.

d Gross foreign source income e Gras s income from all sources f Divide line 3d by line 3e 4

30.

1a

g Multiply line 3c by line 3f Pro rata share of interest expense: a Home mortgage interest (use worksheet on page 13 of the instructions)

b Other interest expense 5 Losses from foreign sources 6 Add lines 2, 30, 4a, 4b, and 5

1.

7 Subtract line 6 from line 1a. Enter the result here and on line 14 Daoe 2

..

1. 29.

6 ~ 7

I Part II I Foreign Taxes Paid or Accrued Credit is claimed lor taxe s (you must >. check one)

... § (m) 8 Inl D

Foreign taxes paid or accrued In foreign currency

In U.S. dollars

Taxes withheld at source on:

OOpald Accrued

(0) ga~~g~~dd

(p)

DIVidends

(q) ~~~I~I:~d

(r)

Interest

(s) Other foreign taxes paid or accrued

Taxes withheld at source on: (t)

Dividends

(u) ~;;~I~I:id

(V)

Interest

{w)Other foreign taxes paid or accrued

A VARIOUS

9.

B

-

C 8 Add lines A througll C, column (x). Enter the tot3111ere and all line 9, page 2

LHA

(x) Total foreign taxes paid or accrued {add cols. (t) through (w))

For Paperwork Reduction Act Notice, see separate instructions.

.........

9 .

-

9.

8 Form

1116 (2006)

611501

12-02-06

L4200411 786859 630

21 2006.05020 PERRY, JAMES R.

630

-

1

:. . :Fo:.:. :rm.:. :. . ;. 11:. .;.1.:. 6'-.:(2.:..00:..:6.!....)....::J~AM..:=..=;E~S--:.R~.'---..:&=--~M:..:..~fu~I/I=-T~A:........=P-=E=.=R~R:..;.v=-~ I

Part III

I

agc­e_ """""_p--: 2

Figuring the Credit

9 Enter the amount from Ime 8. These are your total foreign taxes paid or accrued

for the category of mcome checked above Part I

9•

9

10 Carryback or carryover (attach detailed computation)

10

11 Add lines 9 and 10

11

12 Reduction in foreign taxes

12

9.

13 Subtract line 12 from line 11. This is the total amount of foreign taxes available for credit

15 Adjustments to Ime 14 16 Combine the amounts on Imes 14 and 15. This is your net foreign source taxable income.

(If the result is zero or less, you have no foreign tax credit for the category of income

you checked above Part I. Skip lines 17 through 21. However, if you are filing more than

one Form 1116, you must complete line 19.) . 17 Individuals: Enter the amount from Form 1040, Ime 41 (minus any amount on Form 8914, line 6). If you are a nonresident alien, enter the amount from Form 1040NR, line 38 (minus any amount on Form 8914, Ime 6). Estates and trusts: Enter your taxable income without the deduction for your exemption SEE STATEM:ENT

9.

13

14 Enter the amount from line 7. This is your taxable income or (loss) from sources outside the United States (before adjustments) for the category of income checked above Part I

29.

14 15

29.

18

17

184 741.

Caution: If you figured your tax using the lower rates on qualified dividends or capital gains, see instructions. 18 Divide line 16 by line 17. If line 16 is more than line 17, enter "1"

1-1""'8"+-

----".'--'°"'--"'°__'°'-'1=5'--"--7

19 Individuals: Enter the amount from Form 1040, Ime 44. If you are a nonresident alien, enter the amount from Form 1040NR, line 41. Estates and trusts: Enter the amount from Form 1041, Schedule G, line 1a, or the total of Form 990-T,

Ii ne s 36 and 37 1-1.:..:o9'-tCaution: If you are completing line 19 for separate category g (lump-sum distributions), see pg. 18 of the instructions. 20 Multiply line 19 by line 18 (maximum amount of credit) f-'20=--t21 Enter the smaller of line 13 or line 20. If this is the only Form 1116 you are filing, skip lines 22 through 30 and enter this amount on line 31. Otherwise, complete the appropriate line in Part IV

I Part IV

I

~

....:3::....8"'-L..:::5'--=9::....4~.

-"6--"-.

21

6.

30 31

6•

Summary of Credits From Separate Parts III

22 Credit for taxes on passive income

22

23 Credit for taxes on high withholding tax interest

23

24 Credit for taxes on financial services income

24

25 Credit for taxes on shipping income

25

26 Credit for taxes on dividends from a DISC or former DISC and certain distributions from a FSC or former FSC

26

27 Credit for taxes on lump-sum distributions

27

28 Credit for taxes on ccrtain income re-sourced by treaty.

28

29 Credit for taxes on general limitation income 29 30 Add lines 22 through 29 31 Entel the smaller of line 19 or line 30 32 Reduction of credit for international boycott operations 33 Subtract line 32 rrornline 31. This is your foreign tax credit. Entcr here and on Form 1040, line 47; FOim 1040NR, linc 44; Form 1041, Schedule G, line 2a; or Form 990-T, li~e '10a

32

~

6•

33 Form

111 G (2006)

611511 12-02-06

22 14200411 786859 630

2006.05020 PERRY,

J&~ES

R.

630

1

1116

Form

OMS No 1545-0121

ALTERNATIVE MINIMUM TAX

2006

Foreign Tax Credit (Individual, Estate, or Trust) ~ Attach to Form 1040, 1040NR, 1041, or 9oo-T.

Department of the Treasury Internal Revenue Service (99)

Identifying number

Name

as shown on page 1 of your tax return

JAMES R. & M. ANITA PERRY Use a separate Form 1116 for each category of income listed below. See Categories of Income on page 3 or the instructions. Check only one box on each Form 1116. Report all amounts in U.S. dollars except where specified in Part II below. a

[X]

Passive income

D

High withholding tax interest

D

d

Financial services income

k Resident of (name of country) ~

D

D tD

Shipping Income

Lump-sum distributions

Dividends from a DISC or former DISC

Section 901(j) income

Certain distributions from a foreign sales corporation (FSC) or former FSC

Certain income re-sourced by treaty

e

General limitation income

UNITED STATES

Note: If you paid taxes to only one foreign country or U.S. possession, use column A in Part I and line A in Part II. If you paid taxes to more than one foreign country or U.S_ possession, use a separate column and line for each country or possession.

Part I

I

I Taxable Income or Loss From Sources Outside the United States (for Category Checked Above)

I

Enter the name of the foreign country or U.S. possession ~ 1a Gross income from sources within country shown above and of the type checked above:

Total (Add cols. A Band C.l

Foreic n Countrv or U.S. Possession C B

A

OTHER COUNTRIES

30.

30.

1a

b Check if line 1a is compensation for personal services as an employee, your total compensation from all sources IS $250,000 or more, and you used an alternative basis to determine its source (see instructions) ~D Deductions and losses (Caution: See pages 13 and 14 of the instructions): 2 Expenses definitely related to the income on line 1a (attach statement) 3 Pro rata share of other deductions not definitely related: a Certain itemized deductions or standard deduction b Other deductions (attach statement) c Add lines 3a and 3b d Gross foreign source Income

30. 228 521. .000131

e Gross income from all sources f Divide line 3d by line 3e g Multiply line 3c by line 3f Pro rata share of interest expense:

4

a Home mortgage interest (use worksheet on page 13 of the instructions) .', b Other interest expense 5 6

Losses from foreign sources Add lines 2, 30, 4a, 4b, and 5

6

7 Subtract line 6 from line 1a. Enter the result here and on line 14 Daoe 2

"

~ 7

30.

I Part II I Foreign Taxes Paid or Accrued Cred it is claimed for taxes (you must >. check one) L.

Foreign taxes paid or accrued In foreign currency

§ (m) [Xl Paid 8 JI!l D Accrued (0) £a~~g~~dd

Taxes witrlheld at source on: (p)

Dividends

(q) ~Oey~ITj~~d

(r)

Interest

In U.S. dollars (s) Other foreign taxes paid or accrued

Taxes withheld at source on: (t)

(u) ~oe~~111~d

DIvidends

(V) Inlerest

(w)Other foreign taxes paid or accrued

A VARIOUS

9.

9.

B

I

I

d

i

J_

8 Add lines A through C, column (XI. Enter the total here and on line g, p~ge 2

LHA

(x) Total foreign taxes paid or accrued (add cols. (t) !tHough (w))

For Paperwork Reduction Act Notice, see separate instructions.

J ~

B

9. -

I Fcnn

1116 (2005)

511501 12-02-05

L4200411 786859 630

23 2006.05020 PERRY, JAMES R.

630

1

ALTERNATIVE MINIMUM TAX

,-,Fo",-,rm",--,-1.:. .;11..:. 13-'.:(2:. :,.OO:. . :6.!-)---'J"-'AM:.====E""S'------"-R-'-','------.:&"'-----"'-'M:..-'.,'------"-&-'=-'-IJI=--=-T=..:A'------"P'--'E='.-'R:.-"R"-'--"-Y

i Part III

i

- - - - ' _ Page 2

Figuring the Credit

9 Enter the amount from line 8. These are your total foreign taxes paid or accrued for the category of Income checked above Part I

9.

9

10 Carryback or carryover (attach detailed computation)

10

11 Add lines 9 and 10

11

12 Reduction in foreign taxes

12

9.

13

9•

18

.000153

19

37 863.

20

6.

21

6.

30 Add lines 22 through 29 . 31 Enter the smaller of line 19 or line 30

30 31

6.

32 Reduction of credit for international boycott operations

32

13 Subtract line 12 from line 11. This IS the total amount of foreign taxes available for credit 14 Enter the amount from line 7. This is your taxable income or (loss) from sources outside the United States (before adjustments) for the category of income checked above Part I 15 Adjustments to line 1~ .. 16 Combine the amounts on lines 1~ and 15. This is your net foreign source taxable income. (If the result is zero or less, you have no foreign tax credit for the category of income you checked above Part I. Skip lines 17 through 21. However, if you are filing more than one Form 1116, you must complete line 19.) .

30.

14 15

. ......

30.

1161

17 Individuals: Enter the amount from Form 10~O, line ~ 1 (minus any amount on Form 89H, line 6). If you are a nonresident alien, enter the amount from Form 10~ONR, line 38 (minus any amount on Form 891~, line 6). Estates and trusts: Enter your taxable income without the deduction for your exemption ............. SEES':I'ATEMENT.l.9

556.

195 17 Caution: If you figured your tax using the lower rates on qualified dividends or capital gains, see instructions.

18 Divide line 16 by line 17.lf line 161s more than line 17, enter '1" .. 19 Individuals: Enter the amount from Form Form 10~ONR, line H

10~O,

Estates and trusts: Enter the amount tram Form lines 36 and 37

line 10~

~~.

If you are a nonresident alien, enter the amount from

1, Schedule G, line 1a, or fhe total of Form 990-T,

Caution: If you are completing line 19 for separate category g (lump-sum distributions), see pg. 18 of the instructions. 20 Multiply line 19 by line 18 (maximum amount of credit) 21 Enter the smaller of line 13 or line 20. If this is the only Form 1116 you are filing, skip lines 22 through 30 and enter this amount on line 31. Otherwise, complete the appropriate line In Part IV ~

IPartlVI

Summary of Credits From Separate Parts III

22 Credit for taxes on passive income

22

23 Credit for taxes on high withholding tax interest

23

24 Credit for taxes on financial services income

24 I

25 Credit for taxes on shipping income .

25

26 Credit for taxes on dividends from a DISC or former DISC and certain distributions from aFSC or former FSC

26

27 Credit for taxes on lump-sum distributions ..

27

28 Credit for taxes on certain income re-sourced by treaty ..

28

29 Credit for taxes on general limitation income

29

33 Subtract line 32 from line 31. This is your foreign tax credit. Enter here and on Form Form 1040~JR, line ·14; Form 10H Schedulc G, line 2a; or Form 990-T, lillC 40a

10~O,

line

~7;

-­

~

.~

6"

33 Form

1116

(2006)

611311 12-02-06

_4200411 786859 630

24 2006.05020 PERRY,

JAMES R.

630

1

Form

8582

OMS No. 1545-1008

lntemai Revenue Service

2006

Passive Activity Loss Limitations ~ See separate instructions.

8epanmenl of the Treasury

~~t~~~~~n~o. 88

~ Attach to Form 1040 or Form 1041.

(99)

Identifying number

Name(s) shown on return

JAMES R.

&

­

M. ANITA PERRY

I Part I I 2006 Passive Activity Loss

Caution: Complete Worksheets 1, 2, and 3 on page 2 before completing Part I.

Rental Real Estate Activities With Active Participation (For the aefrnition of active participation see Special Allowance for Rental Real Estate Activities on page 3 of the instructions.) 1a Activities with net income (enter the amount from Workshee: 1, column (a)) ...... . ......

1a

I

I

b Activities with net loss (enter the amount from Worksheet 1, column (b)) ............... ............

4

c Prior years unallowed losses (enter the amount from Worksheet 1, column (c)) ................ .... . ... .. . . .. . .............. d Combine lines 1a 1band 1c ..

1c

i 1d

Commercial Revitalization Deductions From Rental Real Estate Activities 2a Commercial revitalization deductions from Worksheet 2, column (a) . b Prior year unallowed commercial revitalization deductions from Worksheet 2, column (b) ...... ............... ..... .. .....

2a 2b

. ............

c Add lines 2a and 2b

2c

.......

All Other Passive Activities 3a Activities with net income (enter the amount from Worksheet 3, column (a)) ............

b Activities with net loss (enter the amount from Worksheet 3, column (b)) _ .......

...........

. .......

e W

722.

3b

c Prior years unallowed losses (enter the amount from Worksheet 3, column (c)) ........................................... . .. d Combine lines 3a 3b and 3c .. 4 Combine lines 1d, 2c, and 3d. If the result is net income or zero, all losses are allowed, including any prior year unallowed losses entered on line 1c, 2b, or 3c. Do not complete Form 8582. Report the losses on the forms and schedules normally used If line 4 is a loss and:

..........

..........

..........

• Line 1d is a loss, go to Part II.

3d

3 722.

~J

3,722 •

• Line 2c is a loss (and line 1d is zero or more), skip Part II and go to Part III. • Line 3d is a loss (and lines 1d and 2c are zero or more), skip Parts II and III and go to line 15. Caution: If your filing status is married filing separately and you lived with your spouse at any time during the year, do not complete

Part /I or Part /II. Instead, go to line 15.

LEili!.!!J Special Allowance for Rental Real Estate Activities With Active Participation Note: Enter a/l numbers in Part /I as positive amounts. See page 8 of the instructions for an example.

5

Enter the smaller of the loss on line 1d or the loss on line 4 ...

6

Enter $150,000. If married filing separately, see the instructions

7

Enter modified adjusted gross income, but not less than zero (see the instr.)

5

6

7

...

Note: If line 7 is greater than or equal to line 6, skip lines 8 and

9, enter-O- on line 10. Otherwise, go to line 8.

8

9 10

Subtract line 7 from line 6

8

............. Multiply line 8 by 50% (.5). Do not enter more than $25,000. If married filing separately, see the instructions ..

9

Enter the smaller of line 5 or line 9 ......

10

If line 2c is a loss

0

to Part III. Otherwise

0

to line 15.

Part III Special Allowance for Commercial Revitalization Deductions From Rental Real Estate Activities Note: Enter a/l numbers in Part /II as positive amounts. See the example for Part /I on page 8 of the instructions. 11

Enter $25,000 reduced by the amount, if any, on line 10. If married filing separately, see instructions

211 . .

12

Enter the loss from line 4 .

.

13

Reduce line 12 by the amount on line 10

14

Enter the smallest of line 2c treated as a ositive amount line 11 or line 13.

.

12

_

13

_

14

Part IV Total Losses Allowed 15 16

-----­

Add the income, if any, on lines 1a and 30. and enter the total.

Total losses 8110wed from all passive
LHA

--------·------.-1-.1:Jt- ­

619761/10-17-06

... SEE

instructi(JIl~~

For Paperwork Reduction Act Notice, see separate instructions.

14200411 786859 630

1-"-6

II

-.--­

.BTATEMEN'J-:"c...:2=..=1,--,,--,

24.1 2006.05020 PERRY, JAMES R.

_ Form 8582 (2006)

630

1

!..-'Fo~r!llm-"8~58~2~(2,,,,0~06=..L)~J~AM~E:=..S~~R~.~&==----~M,-!.----=fu..:=..!.~.±.I-=T~A"---,P"--E",,-,,-,R,-,,R",-,Y,,----

' - '

Pane 2

Caution: The worksheets must be filed with your tax return. Keep a copy for your records.

Worksheet 1 - For Form 8582 , Lines 1a , 1band 1c ,

(See instructions)

Current year

Prior years

Name of activity (a) Net income (line 1a)

Total. Enter on Form 8582, lines 1a, 1b, and 1c

(b) Net loss (line 1b)

Overall gain or loss

I

(c) Unallowed loss (line 1c)

(d) Gain

(e) Loss

~

Worksheet 2 - For Form 8582 , Lines 2a and 2b

(See instructions) (b) Prior year unallowed deductions (line 2b)

(a) Current year deductions (line 2a)

Name of activity

(c) Overall loss

Total. Enter on Form 8582, lines 2a

~

and 2b

Worksheet 3 - For Form 8582 , Lines 3a , 3b , and 3c

(See instructions)

Current year

Overall gain or loss

Prior years

Name of activity (a) Net income (line 3a)

SEE

(b) Net loss (line3b)

ATTAC!RED

(c) Unallowed loss (line 3c)

STATE~lENT FOR

(d) Gain

(e) Loss

we tRKSHEET 3

Total. Enter on Form 8582, lines 3a,

~

3b, and 3c

3 722.

Worksheet 4 - Use thiS worksheet If an amount IS shown on Form 8582 , Ime 10 or 14 Form or schedule and line number to be reported on (see instructions)

Name of activity

Total

Worksheet 5 - AllocatIOn of Unallowed Losses

Total

-

(c) Special allowance

(d) Subtract column (c) from column (a)

~ (See instructions)

Form or schedule and line number to be reported on (see instructions)

Name of activity

(b) Ratio

(a) Loss

(See instructions)

(a) Loss

~

'u

(b) Ratio

-

(c) Unallowed loss

Form 8582 (2006)

619762 10-17-06

24.2 _4200411 786859 630

2006.05020

PERRY,

JAMES

R.

630

1