Gov Rick Perry 2008 Taxes

25

L.....

1040

Label

u.s. ;::C~

'Ole

\'e2.~ Ja'l

~

.=-'1::>: 31,2006. or other 13.\ ve2r beglnnlllg

I--Your f'rst nam~ and Irlltlal

'----,

~

Ii-;;Joint return, spollse·~fl!st nam;;;:nd Inlti-a:---~--I t:aStilame

Us, the IRS

L H

M.

E

1010 COLORADO

E

City. lml,TI u· PCJS' office. 5:3.:9, a~d ZIP code If YD~) have [) foreign adaress. see pJge 1...

JAMES R.

jpERRY

ANITA

AUSTIN

Presidential

Election Campaign ~

0

1 2

LxJ

Clle:;,. 0111,'

3

LJ

C

SDouse's soolal securdy numbe· r~pt. riO.

pag8 14.

You must enler

.. your SSN(s:! above...

---.------.

ChecKing a boy, belQw WI:; no~

78701

changeyoul

l-:---j You

~

0

5

name here. ~ OualrfVInO wldowierl Wltll deoendenl cllliel (see paoe 16)

1

~r~~~S"~hde~~ej

C'

(1: Firs! name

Last n::Ime

_SYDNEY PERRY

rela_,onJn,~

security number

I

!

I i

;

[)AU(}WrER

,

-+-

-.------

,0

Child tax credit

you

I

lSec p2.Qe 17)

-----+----

' _~ ..

1

13

------------r

----------:-----

. ..

~

Oualified dividends (see page 21) laxable refunds, credits, or offsetS at state a!ld localillcome taxes

'-I ..!!.J

..

21,L'lJ 7.1

-J

~

D

Adjusted Gross Income

Educator expenses (see page ·28) .

24

~fTI'~~~~s.b~~,~~~~~:~e2n1s0e~ ~r' ;~~e~:~~.s,

25 26

Health savings account deduction. Attach Form 8889 Moving expenses. Altacll Form 3903

27 28

One-half of self-employment tax. Attach Sclledule SE

Self-employed SEP, SIMPLE, and qualified plans

29 30

Self-employed health insurance deduction (see pagc 29)

Penalty on early withdrawal of savings

81CGJ l

~~_c.:'~_

b Recipients SSN

. . . . ... . .

2_tiLJQ.2."­

~_2Cb [ - - - - - - I I 21 65 000.

.-------~ .

~ i

22

I

282 609 . r

......

p8rformlng artists, and feG-basls government

~

_

IRA deduction (see page 30)

STMT L1

33

Student loan Interest cleductioll (see page 33)

34 35

Tuition and fees doeiIlGI'·I'. /\ltJCll Form e911 Domestic proc:uctio:~ ae:t.~::.S derluctlon. I\llacll rorlll 8903

36

i\rIrilines 23 t:lr :JUGll 31a alill 321hrough 3S.

37

_

r

23

31a AlimollY paic1

-_-~

19T---------

b Taxable amount (see page 25)

Ilt column for lines 7 IInoual! 21. ThiS is vour total income

Add tile amounts in tile far

32

L

~.

1

SEE STATEMENT 1 22

II

i

r---13 T---- -~ 0 06-:- >

~1178

r

J

! 12

~-b~-----------_

J

! 20a I

_

p-5IJ.l1-----

Pensions and annuities lJ.6.2~ ~ b Taxable amount Rental real estate, royalties, partnerships, S corporations, trusts, etc. Mach Schedule E Farm income or (loss). Attach Schedule Unemployment compensation Socralsecurity bcnefits

I

~J

b Taxable amount

Otller Income. List type and amount (see page 28)________

28 043 _~

I

~1~

.

Utller gains or (iosses), Mach Form 4197

! 15~

_-.W

~~;~ees~

E71'__ ' --.1.l~_Q.~h ) 77 • --.l.-'-_Q 11 .

Alimony received Business Income or (loss). Attach Sch~dule C or C-E/' . Caprtal gain or (loss). Attach Schedule 0 if required. If not required, check h818 IRA distributions

nut enlered above Add nurnbE~S

..~.

.

La.b.....L

if reqUIred

'mIn >'ou aue to divorce

_

I

Total number oj exemptions claimed

Ordinary dividends. Attach Schedule

1

• did not live

, D e p e n d e n t s on Be

I

I

Wages, salaries, liPS, etc. Af1ach Form(s) W-2 Taxable Illterest. Attacll Schedule B if required Tax-exempt interest. Do not include online 8a

on 6c whc _ Ilvec '-'vlth you

l~---- ~;e';:~:;~tlf~j

:

~

2

----J No. of children

------~---:....:-~--I-· - - ' - 3 ) Depenacnl'S-': --11-4i/";fQL1allfJ' I C) Depenaen~ s ~OCI;:11 I \ 'I. ~. !nO adld tor I

or relund

c-J Soouse

person IS" Cllild bu: not vow dependent, enter thiS child's

Ii someone can claim you as a dependenl, do not check box 6a .

Dependents:

lax

CJ Head of househol(; (With qualilying person). If the qualifying

4

Mar:red filing separately. Enter spouse's SSN above and full name here. ~

bl~l§lou.£e

15-1~-0074

_

Single Married filing JOintly (even If only one had income)

LXJ Yourself

6a

Exemptions

thiS spa.ce

-------------_t"

Check here if you, or your spouse if filing jOintly, want $3 to go to this fund (see page 14)

Filing Status

[lIlL flOX.

TX

se~

In

OMB No

Your soolal secur,!,' number

JPERRY

Home address (number and street). If )'OU Ilave a P.O. box.

R

_

Las; name

L A

CJtllervllse, please print or type.

IRS US:c Only - Do not W'l:e or stzmle

200f t"j'_"C,--..

(Sec Inslru::']! on !.j'JC 1~., laDe!.

I~g

2008

Individual Income Tax Return

. ..

Sul:lraclline 313 irern ~118J!· ~I~ruj! ."'

Lil/I Fur Disc:osure, Prj'/acy Act, and P,lpcrwork

4,942._

. .. __

Re~~reeYgc213.

277,667. Form

1Ot,O

(20C6j

4868 ''''Clmen:o:lheh''ClJC'

[Paft=n

heve:1UC' Se"JIC(

:

(?~;; I ,~or

c.:1lenc:1' vea' :?l}J:: 0' ot'le r

!~!)

'''O'.T t;':'OI'1"In<:;

T~_en-tificatTo-n------------=--'-~--~~_~=

.

I Part II I - IndividuafincomeTax

4 Estimate 01 lotall"'. l,al)II:I\ fa' 7011(;

JAMES R. PERRY & M. FRITA PERRY

2

'~:),JI ':,,-,s:;J: S"'c:url:','

nll:-,';J['-

1C'~~·

2008

s ____ 62 ,289,

pJy1ll8rilS

6 Balance due. SLJlJtr:i~: !irlc :'

1010 COLORlmO

. ~-~_:

I

20']8, endlno

5 laial 20rJ8

AUSTIN, TX

1____

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

i

o.

110m 11118 It

78701

7

~~

;~:>.-,.;:'.e':::. ::;~j::'.J'

l\rnJlIll! \'011

:ne D"\li:lg__~_~___

8 Check llcre i~ VOll are "[;1:: cf tile ci:i/~rl Oi resident

:2eG,J'rtv 1',i.lm:::,iC'"

~.:;!~~~ ::c:.:", ,­

fJT

PEPR

C

2~Oi',}J2

670

0000000000

_1=:.

CI)U!l~1 I/, ;1:1Ci (; U_~~

_

O.

JAMES R.

rorm 1040 (2008)

Tax and Credits Standilrd Deduction lor

38

39a CI18ck if:

-I

~~~c~~~,na;) ~

~~a~~:d ac

! 41 i 42

dependent

I

i •

All other.':

i S'ne'e 0' I Ma,""a

filing

I seoaralely,

1

I

$""50

S10 gOO

iHead

01 household, $5000

45 46

[ I Blmd.)1 Total boxes

You were born befor2 January 2, 1944, Spouse was born before January 2,1944,

0

Blind.

checked

I'

~ 39a

..

~

Tax. Check if an"J tax is from: aD Form(s) 8814 b

0

i I i-~--2 UL1_4_6J_._

I

_

44 . 463 . -~

..... ~_I

Foreign tax credit. Attach Form 1116 if required Credit for child and dependent care expenses. Attach Form 2441

1---"-,47

49 50 51

Credit for ttle elderly or the disabled. Attach Scheduie R . Education credits. Attactl Form 8863 Retirement savings contributions credit. Attach Form 8880

I

7'--"3_4"-~.

-

!

.......­

,1

I

48

_

~~_~ __

45

I

U54~09!

1

I.."". 50--+ 1

_

l_51 I I ~

~h--------'-

Ciliid tax credil (see page 42). Attach Form 8901 if required Credits from Form: a [ ] 8396 b D 8839 c 0 5695 Other credits from Form: a D 3800 b 08801 c r-j

L-i:J~+------------

Ls.iJ

--~--------I

f\dd lines '17 tlJrough 54. These are your total credits

734 . ~ 729 _!_

55

57

Subtract Ime 55 from line 46. If line .55 is more tllan [lile 46, enle, -0Sell-employment tax. Attach Schedule SE

58

Unreported social security and Medicare tax from Form: a C

4137

~

I ;5:6 ~j

~

~~J3.l!_

57 i b e 8919

r::t=8

L62l" ~

Payments 62 Fo',,,liewm' ,", with ho'd rcom fmm, W-' ,eO 1099 ~ ~ 63 t008 estimated tax payments and amounl apPII.ed 1rom2.00. 7 return II you nave 64 a Earned income credit (EIC) .. .... . <3 qualifying I I '" Child, attach I b ~ontaxable combat pay election ~ L..§..4l. ------~I I Schedule EICJ 65 Excess social security and tier 1 RRTA tax wltilheld (see page 131)STHT

I

L

66 67 68

Addltlona! child tax credit. Attach Form8812 Amoullt paid Witll request for extension file (see p~ge 61) Credits from Form: a D2439 b 04136 c I J8801 d D8885

69 70

First-time homelJuyer credit. i\ttacll Form 5405 Recovery rebate credit (see worksheet on pages 62 and 63)

23_ 64a

59

1-

~

'

10.

66 I

l

I

----r

~--1

69J--- I 70 I '--'--"---'--­

71 Add lines 62 tllIougr, 70. T_b~_Q..~rnolJlJ.91a~ts 72 If line 71 is more than line 61, subtract line 61 tram line 71. This is tile amount you overpaid Dlrecl deposll? 73 a Amount of line 72 vou want refunded to you If Form 8888 is attached, chec~ here See page 63 Routing 0 ,Account I and fill III 73b ~ b number ~ C Type Checking ~J Savings ~ d number L­ _ _--,73c. and 73d. or Form 8888 74 Amount of llile 72 you want applied to your 2009 estimated tax ~ I 74 Amount 75 Amount you owe. SUbtract Ime 71 from Ime 61. For details on how to pay, see page 65 . You Owe 76 Estimated tax enaltv see aoe 65) 76

I

I

~_

I

~

I

__ ~

~

I

_l1J

c:­

72 I

17~3=a-+I--

[ __J

6 2~JL._ 8 669. r

---j

L

8 ,.6... 69.

~

. .. _

75 1--

_

67 .

1

Third Party Do you want to allow another person to discuss tllis return WltI, tile IRS (see page 66)? Designee ~~~~;ees~ PREPARER ~~one~

I

I

L--rr-l

\0

__=2lL.§l_£--.

IS TAT EMENT 8 I

I

65! I

_

~6l..j_~

I 7

__

~

2 LJ3 ~ 41_,-O_QQ....

1

Refund

D

lXJ Yes. Complete the following.

No

~~~~~~:~'~~~llf'C"IIOn~

Under penalties of perjury. I declare that I have examined thiS return and ac;companYlng schedules and statements, and to :ne best of my knowledge and belief. they are true, corre::!, and complete. Declaration of preparer (other than tax.payer) IS based on all information of which preparer hil$ an)' knowledge

Here See page 15 Keep a copy for your records

1

43 I

CJ

JOint return?

9 380.

209 , 087 . 44, 46. 3_._

t*+42

Alternative minimum tax. Attach Form 6251 Add lines 44 and 45

I

59 r 200 .

. 40 I I

59 Additional tax all IRAs, other qualified rek::ment plans, etc. Attach form 5329 If required 60 Additional taxes: a. AEIC payments b L ! Household employment taxes. Attach Schedule H _______6_1__Add lilles 56 throu(ll~ 60. ThiS is your total tax

Sign

i

0

For m 4972

47

______.i6

D

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

48

55

3gb 39c

Subtract Ime 40 from line 38 If line 38 IS over S119,975, or you provided hOUSing to a Midwestern displaced mdlvldual, see page 36. OtherWise, multiply $3,500 by the total number of exemptions claimed on line 6d

...

! 1 52 I l . . _ _ 53 54

Other Taxes

{q D

277,667.

38

1,1

iI lo,ntly Married filing or

::Jda~~~r~

43

,I 44 I

Page 2

ANITA PERRY

c Check if slandard deduction includes real estate taxes or disaster loss (see page 34) 40 Itemized deductions (from Schedule A) or your standard deduction (see left margin)

I

a

M.

If your spouse Itemizes on a separate return or yOil were a dual-status all-=n, see page 34 and cneck here

• People who I

;~~ g~bw~~

&

Amount from line 37 (adjusted gross l!lcome)

Your slgna.ture

~

I

---t-"~O~~V~E=R=N_'__'"O=R_~ I Spouse's occupal'on

--t-

Spouse's signalure. If a JO'nl retur

Paid Preparer's Preparer's slgnalure Use Only

I Your occupation

Date

~

Dayllme pllone number

_

CONSULTANT DOlte I

£1p[lDQR & JONES LLP ~ 2-.AJ.A.. EXPOfU'l'I9..N BLVD AUSTIN, TX '7 f3 '7 0 3 I

1 __

Ctleck if self-

Preparer's SSN or PTIN

____----"I_e_mp_'O_ye_d--,"==LJL _P~ Q

SUI.'J'_~__ BC_=-2 3 0

19_!.t8 4 _

I EIN

_

1.tL 2984516

E~e' "';;J,2 ~ 17 2 - OB.5 __ ___

SCHEDULES A&B (Form 1040) Department of the Treasury Interni:ll Revenue ServIce

2008

(Schedule B is on page 2)

~

(99)

Attach to Form 1040.

See Instructions for Schedules A&B (Form 1040).

Your social security number

NClrnelSj sho ..... n on Form 1040

JAMES R. Medical and Dental Expenses Taxes You Paid (See page A2)

& M. ANITA PERRY ,

Caution. Do not include expenses reimbursed or palo by others. 1

Medical and dental expenses (see page A 1) ..

2

Enter amount from Form 1040, line 38

3

Multiply line 2 by 7.5% (.075)

4

Subtract line 3 from line 1. If line 3

5

State and local (check only one box):

a

o

Income taxes, or

b

[X]

General sales taxes

IS

J

1

1-'1---c! ­

L2.1

-131

more than line 1, enter ·0·

}

r

4,i

!

SEE .. STATEMENT 11

2

5

Real estate taxes (see page A5)

16

7

Personal property taxes.

J.

8

Other taxes. List type and amount

6

8~l

4 866.1

~

I I

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

------------------------------------Add lines 5 throuqh 8 .

9 Interest You Paid (See page A5) Note, Personal Interest is not deductible.

1545·00~4

OM8 No

Schedule A - Itemized Deductions

10 Home mortgage interest and points reported to you on Form 1098 11 Home mortgage interest not reported to you on Form 1098. If paid to the person from whom you bought the home, see page A6 and show that person's name, identifying no., and address

I

19

I I

1

13

Qualified mortgage insurance premiums (See page A6)

14

Investment interest. Attach Form 4952 if required. (See p3ge A6) .

L-----~

~12 11

Points not reported to you on Form 1093

7 704.

I

clQ. t--.-12.1-2L8l

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

12

i

8

I I

_-----j

I

1134

.

i

,

_ _ _ _ _ _ _1'-"5'----A'-'-"-dd"-"-lin-"e'-'s'-1:..:0'-t'-h"-'ro,--'u='-'h-'1-'4~~~~~~~~~~~~~_~~~~~~--,----T~ _ _~ __--'1_1'-"5:-;-i_ _",1.:=2

Gifts to Charity

16

Gifts by cash or check

. .. .

SEE STATEMENT 9

16

Other than by cash or check. If any gift of $250 or more, see page A8.

17

If you made a

~-----

You must attacll Form 8283 if over $500

(jlft and qat a benefit for it, see page A-7.

18

Carryover from pnor year

19

Add lines 16 through 18

Casualty and Theft Losses

20 Casualty or theft loss(es1. Attach Form 4684. (See DaGe A8.\..

I

~

r2'-'-1+---­ 22

Tax preparation fees

23

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

'-1

_

TRUST STATE AGREEMENT FBO -------------------------------------­

:RICX _P_El'-E-:¥ _I2TQ _9_-_1].::­ ~ § 24

Add lines 21 through 23

25

Enter amount from Form 1040, line 38 .

26

Multiply line 25 by 2% (.02)

I ,-2_1_0_.

23

7 210.

24

8 ,

On...... 277 667 -lJ-,--_=5..L,=5- ", 5,.: :3~.1 ........... 1271

27 Subtract line 26 from line 24. If line 26 is more than line 24. enter ·0· Other Miscellaneous Deductions

750.1

22

~EIiQl1_K_-J_ ~ _:R~YQC_A_BJ,~_~~])~)2

28

37,986.

1191

Job Expenses 21 Unreimbursed employee expenses· Job travel, union dues, job education, etc. and Certain Attach Form 2106 or 21 06·EZ if required. (See page A·9.) Miscellaneous ~QliIQIt ~ANP_ r:RQF'.~S_S]:.9l1b-~_J2Q~S 6_2_. Deductions

(See page A·9)

[ 2 18 .

37 986.

2[469.

Other· from list on page A·1 D. List type and amount ~ ---------------------------------~-------------I -----------------------------------------------I~

Total 29 Itemized Deductions

Is Form 1040, line 38, over $159,950 (over $79,975 if married filing separately)?

L'..::J

No.

[X]

Yes. Your deduction may be limited. See page A1 0 fer the amount to enter.

Your deduction is not limited. Add the amounts in the far right column fm lines t, through 28. Also, enter this amollnt on Form 1040, iine 40.

j1sTHTJO~~ U

30 If vall elecl to itemize c!"rillctions even t:1Ouah they are less Ulan your standard deduction, Cllcck Ilere

59,200.

I'

>- L'~

.'-'-'-"c:...:.:c"-"-~~"_-'="-'--

LHA

819501 11·10"'0

For Paperwork Reduction Act Notice, see Form 1040 instructions.

14060812 786859 630

4 2008.03051 PERRY [ JAMES R.

_

Schedule A (Form 1040) 2008

630

2

GMB No 1545-087<1

Scr.eaules A&8 (Form 10401 200B

Name\s) shown on Form 1040 Do not enter name and social se:::LHlly

nL..'mbe~ I~

!

shown on page 1

JAMES R. & M. ANITA PERRY List name of

paye~_

2

I

08

Attachment Sequence No

Schedule B - Interest and Ordinary Dividends Part I Interest

Pogo

Your SD:::I()I security number

Amount

If any interest is from a seiler-financed mortgage and the buyer used th"

property as a personal residence, see page 8-1 and list this interest first. Also, show that buyer's social security number and add~ess ~

PLAINSCAPITAL BANK FROM K-1 - J. R. PER=R,-"Y,----"C,.,.O,,-"-, FROM K-1 -- REVOCABLE BLIND TRUST STATE fBO RICK PERRY DTD 9-13-96

Note. If you received a Form 1099-INT, Form 1099-010, or substitute statement from a brokerage firm, list the firm's name as the payer and enter the total Interest shown on that form.

<----~-~~-­

-----.l.2J-'­

~

AGR~EMEN~_

=-~ f-------­

f---­

~

----I ----------------------2

Add the amounts on line 1

3

Excludable interest on series EE and I US savings bonds Issued after 1989_

5

List name of payer

f---+-------­

~

I 3

I

~ I 4 ~~-=---'I--'-+---

===_-_

MELLON INVESTOR _SJ~RVICAS . _ MELLON INVESTOR SERVICES FROM K-1 -:- R~YQ5:ABLE "BLINI2~' TRUST AGREEMENT FB_O_ ANJ1'lLPERRY _ FROM K-1 - REVOCABLE BLIND TRUST ~ThTE AGREEMENT FBO RICK PERRY DTD 9-13-96

Note: If you received 2 Form 1099-01V or substitute statement from a brokerage firm, list the firm's name as the payer and enter the ordinary dividends shown on that form

17.2 __

2--l--

Attach Form 8815 4 Subtract line 3 from line 2. Enter the result here and on Form 1040, line 8a Note. If line 4 is over $1 ,500, you must complete Part III.

Part II Ordinary Dividends

219.

!

_

377 . Amount

3. _ _---""2 8 • ~---

I

[

,

5

_

---.ll2.....

1-------------­

~-----­

r-­ -

-----­

~---~--­ I--~~-~­

1----­ 6

Add the amounts on line 5. Enter tile total here and on Form 1040, line 9a

Note, If line 6 is over $1 ,500, yOLi must complete Part 111_

Part III Foreign Accounts and Trusts 1327501 11-11-08

LHA

--------~~J

~_J QAl..

You must complete this part if you (a) had over $1 ,500 of taxable interest or ordinary dividends; or (b) h3d a foreign account,J:Jr.,(Y) received a distribution from

or were a grantor of, or a trClnsferor to, a foreign trust

R II

_~~_

7a At any tllll~ during 2008, did you hove an Interest III or a signature or otller authority over a financial account III a lorelgr~ cOllnlry, slIcll as a bank account. securities account, or otller financial account? See page R-2 tor exceptions <1:1d 1lllllQ requireillents 101 ~orlTl TO F 90-22.1 b If "Yes," ,'nler tile 1111110 of the fOlel'1n countl'! ~ .~ During 20()2, did yOLi receive a disirilJl,t'OIl from, or :;cre y~l;-the grantor of, or trc,llsk,cr to, a foreign trltst:;---­

'

res

I

No _

_X __

II

X

If "Yes," you may Ilave to file Form 3520 See page B-2.

For Paperwork Reduction Act Notice, see Form 1040 instructions.

I

Schedule 3 (Form 1040) 2008

5

14060812 786859 630

2008.03051 PERRY, JAMES R.

630

2

Capital Gains and Losses

SCHEDULE D (Form 1040)

~

~

Attach to Form 1040 or Form 1040NR.

Department of the Treasury Internal Revenue SerVice (99)

~

OMB No 1545-0074

Your

Name(s) shown on return

JAMES R.

2008

See Instructions for Schedule 0 (Form 1040).

Use Schedule 0-1 to list additional transactions for lines 1 and 8. $0:::1<)1

security number

& M. ANITA PERRY

I PartllShori-Term Capital Gains and Losses - Assets Held One Year or Less (a)

_____

'(b)

I

DeSCrlpl,on of prapert,'

i

",,""" wo>" "ce"

I

Date",:• acquired

,Mo "'P' ,

(e) Do:. ,M,

(d" ~

I I J a l e s prlC,= ,

5, old

I

,,' '"

[

(e)

-'-------t

(I)

01

--------------

I

I

I I I

I

i

1

2

Enter your short-term totals, if any, from Schedule 0-1, Ime 2

3

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

4

(el)

i

I I,

--------------

DC (1055)

l------f------- .----t------

I

I

Ga,n

l_s_u_bt_ca_c_tI_e!_from

----1

I

-----------------------1~

Cesl

M," ",""

I

2

I

3

- -- -

!

Short-term gain from Form 62 52 and short-term gain or (loss)

I·-~-~------

from Forms 4684, 6781, and 8824

5

t~et

6

Short-term capita: loss carryover. Enter the amount, if any. from line 8 of you, Capital Loss

short-term gain or (loss) from partnerships, S corporations, estates. and trusts

I: II

SEE STATEMENT 13

from Schedule(s) K-l

<212

,In.;>

Carryover Worksheet In the instructions

171 <212,747.> (a) DeSOI()tlon of properly (Example. 100 sh XYZ Co.)

(e) Dale ..

-+---'----'----I--'------LL

8

-+

--~~-=--- - - --

9-E-n-te-r-your-l~ng-.-te-r-m-t-o-ta-l-s-,

-l

9

~I,:9

I

Total long-term sales price amounts.

Add lines 8 and 9 in column (d)

i

01

long·term gain or (loss) from Forms 4684. 6781. and 8824 Net long term gain or (loss) from partnerships. S corporations, estates, and trusts

13

Capital gain distnbutions

15 LH/\

Cos: 01'

SEE STATEMENT 14 SEE STATEMENT 15

(I)

I

I

I

l---­

i J____

1~=.~~-=

1;1

[_____

_ _.

I

.L......11.JL

Net long-term capital g
I I

or Form 1040NR instructions.

14

()__..

I(

Long-term capital loss carryover Enter the amou'lt, if any, from line 13 of your Capital Loss

lO~O

_

..J2i-<351~2_._> ~

Carryover Worksheet in the instructions

Part III 0~e--=2,-----,-,-----,-,-----,-,-----,-~ For Paperwork Reduct,)n .I'\ct Notice, see Form

Ga'n or (loSS)'

~ Subtract (e) from (d)

other ba~:__

11

12

14

(e)

1

Gain from Form 4797, Part!; long-term gain from Forms 2439 and 6252; and

fromSclledule(s)K-l.

I'

I

1--,

----t--Tj-­ 1--

I-f'-a-n-y,-f-ro-m-S-c-h-edule 0-1, line

11

S
i

1

~

10

(d)

said ) (M o. d ay. yr.

J

I

15

< 354 ,776. >

Schedule 0 (Form 1040)

~O()G

e'2'C511 11-08-08

6

14060812 786859 630

2008.03051 PERRY, JN1ES R.

630

2

Joneaule D rForm 10401 2008

L£'art III 16

J AME SR. & M. AN I TAP ERRY

Summary

I

aoe

2

-----------------------_.--------~-~------------

~16~1--~<567r523.>

Combine lines 7 and 15 and enter the result If line 16 is: •

A gain, enter the amount from line 16 on Form 1040, line 13, or Form 1040NR, line 14. Then

e

A loss, ski;:> lines 17 through 20 below. Then go to line 21 . Also be sure to complete line 22

•

Zero, skip lines 17 through 21 below and enter ·0· on Form 1040, line 13, or Form 1040NR,

go to line 17 below.

line 14. Then go to line 22. 17

18

Are lines 15 and 16 both gains?

n o

Yes. Go to line 18.

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

19

18

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

page 0·9 of the instructions.

20

1------­

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

instructions

19

I

Are lines 18 and 19 both zero or blank?

[.J

Yes. Complete Form 1040 througil 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.

[][] 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 all Form 1040, lille 13, or Form •

The loss on line 16 or

•

($3,008), or if married filing separately, ($1,500)

}

1O,~ONR,

line 14, the smaller of:

SEE STATEMENTJ,6

3 rOO 0 .)

21

Note. When figuring Wilich amount is smaller, treat both amoullts as positive Ilumbers. 22

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

[XJ

Yes. Complete Form 1040 throug~ Illle 43, or Form 1040NR through lille 40. Tlle:1 complete tl18 Qualified Dividends and Capital Gain Tax Worksheet on page 38 of the Instructions for Form 1040 (or in the Instructions for Form 1040NR).

I I No. Complete the rest of Form 1040 or Form 1040NF1. Schedule D (Form 104D) 2008

820512

11-08-08

7

14060812 786859 630

2008.03051 PERRY, JAMES R.

630

2

Supplemental Income and Loss

SCHEDULE E

(From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc.)

(Form 1040) Department of the Treasury Internal Revenue Service

(99)

~

~

Attach to Form 1040, 1040NR, or Form 1041.

See Instructions for Schedule E(Form 1040).

Name(s) shown on return

Your social security number

R. & M. ANITA PERRY Income or Loss From Rental Real Estate and Royalties Note. If you are mlhe business of renting personal property, use Schedule Cor C-EZ (see page E 3). If you are an individual, report farm rental income or loss from Form 4835 on page 2, line 40. o

ATRESIDENTIAL RENTAL PROPERTY k 51 ps !Ii

7)J ~I 7

-~

B

~

PERRY CO. - ROYALTY

_ I

C

______ [

I ----A------,--~-B-·-~

3 Rents received

-.1~oyalties

... ...

received

Expenses:

......~.

5 Advertising 6 Auto and travel (see page E-4) 7 Cleaning and maintenance

e 9 10 11 12

~ 6'24°1

Insurance Legal and other professional fees Management fees Mortgage mterest paid to banks, etc.

C

6.271'1

--=f

CD

Commissions

=r

o

Properties

Income:

I

I

I

!

--

15 Supplies 16 Taxes

---- - - -

16

17 UtilltlCS 18 Otller (list) ~

17

C

U~~~

i

--1 ----14-----­ 1

I

----

=+= . =E .

-­

._-­

i

18

-­

rJ3-----­

I

J_

_.

x

I

J

R-+-

I

A

-+1

ctLt-- ~-----+--- -;1 L-1L

(see page E-5) 13 Other interest 14 Repairs

I

(Add columns A, B, and C.)

J --.­

I

I

Totals

---------l____

9 10 11

I

online1,didyouoryourfamilyuseit during the tax year tor personal purp.oses for more than fhe oreater of: ­ • 14 days or • 10% of the total days rented at lair rental value?

(See page E 3.)

I

I

J. R.

.

ifu~

I 2 For each rental real estate property listed

1TLGtthe type and address of each rental real estate properly:

I I

_[

---__

1

1

_

I

~ j __

--~_.-

19 I\dd lines 5 through 18 _.19_ ; - - . _ - - - - - - 20 Depreciation expense or depfetion (see pagc E-5) ...lQ... 1--­ 21 Total expenses. Add lines 19 and 20 . 21 22 Income or (loss) from rental rea! estate or royalty properties. Subtract line 21 from line 3 (Ienls) or line 4 (royalties). If the result is a (loss), see page E-5 to find out if you must file Form 6198

6,240,1

22

821491

11-10-CS

LHA

.

5,285.

)I(

)

24

line 22 and rental real estate losses from line 23. Enter total losses here

..

26 Total rental real estate and roy,1lt'l income or (loss). Comll:,!e I:nes 24 and 2S.i:nier the result tlere. . ,­ If f].arts II, III, IV, "nd line 40 on I'c'J'> Il,O no, apply 10 you, also C,her IbiS amOll,ll';.I, nrm 1040, line 17, or FOII1l 1040NR. rrne 18. Olliel ':i1S~, rnclude tillS amount in tile totnl on line 41 011 page 2 0

20

._-----­

I

i 23 24 Income. Add posillve amounts shown on line 22. Do not include any losses. fron~

986. 986. !

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

25 Losses. /\del royalty losses

.-tiL

I ;--­

For Paperwork Reduction Act Notice, see instructions.

,..1Li. I

~J__------,l=....ol-,~~~_

Schedule E (Form HHG) 2000

8

14060812 786859 630

2008.03051 PERRY, JAMES R.

630

13

Attachment Seauence No

Scheaule E 'Form 1040\ 2008 Name{s) shown on return 00 not enter name and

~;)clal

security number If snown on page 1

Page

2

Your social security number

& M. ANITA PERRY

JAMES R.

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 f!"Om 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 in a Prlo: year due to the at-risk or baSIS limitations, a prior year unallowed loss from a

28

passive activity (if that loss was not reported on Form 8582), or unreimbursed partnership expenses? If ou answered "Yes" see oaoe E-7 before com letlll this section. l(b)Enler Plo'l (c) Check I I partnerShip S Illorelgn (a) Name ~or S corporation partnership

0

= ±-

J ...

75-1642655

I

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

+==

=u=

29 a Totals b Totals

--­

(i) Section 179 expense ?I deduction from Form 4562~

I

20L-~_~

I

30

Add columns (g) and (j) of llile 29a Add columns (f), (tl), and (I) of line 29b

32

Total partnership and S corporation income or (loss). Combine lines 30 and 31. Enter ttle

31

I ( b ) Employer ­ I Identification number

(a) Name

SEE

STATE=M=E=N~T~1~7~

~t-- ----~=

_

I

----rw-----

------

Passive Income and Loss

(d) Passive Income from Schedule K-1

I

(e) Deduction or loss from Schedule K-1

----~---

(f) Other Income from Schedule K-1

----t-

+--­

A I

~---_.

~

Totals

.-

I

--

-----~._-------

----_._---------~~---

24,224.

I

._~--=

b Totals 2. Add columns (d) and (f) of line 34a 35 Add columns (c) and (e) of line 34b 36 37 Total estate and trust income or (loss). Combine Ililcs 35 and 36. Enter the result here and include in ttlC total on line 41 below I

------

Nonpassive Income and Loss

---

I

(c) Passive deduction or loss allowed (attach Form 8582 if reqlJlred)

34a

20 358.

32

Income or Loss From Estates and Trusts

33

~_~_

20 / 358.

30

resull here and include Iil the tolal on line 41 below

B

20,358.

--

31

Part III

(j) Nonpassive Iilcome from Schedule K-1

t

l

l

I

Nonpassive Income and Loss (h) Nonpassive loss from Schedule K-1

(g) Passive income from Schedule K-1

--

No

(e) Check I; any amoun~ 15 not at risk

(d) Employer idenliflcatlon number

~DI ~I_'~P_E_R_R_Y~C_O_'~~~~~~~ __~~~~~~='~~~_

f1-

LX]

Yes

35 I 36 I ( 37

I

24,2_?.A........_ 2. ) 24 222.

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

38

(a}_N_a_m_c

__ 1

~ .

(b) Employer identification number

I

(c) Excess inclUSion from d) Taxable Iilcome (net a, [~~edules Q, line 2c \oss) fromlineSchedules 1b

I

_ _---.J

--

(e) Income from Schedules Q, llile 31J

I

-------t---+-----~----

e) ani. Enter the result here and include In the total on line 41 below

39 -----,--,---------_._

.... _ - - ­

40 Total income or (loss). Combine lines 26, 32. 37, 39, and 40. Enter the result here and all Form 1040, lin~ Reconciliation of farming and fishing income. Enter vour gross farming and fistling income

17 or Form 1040Nfl. line 16

56,105.

rcported on Form 4835, line 7; Sclwclule K-1 (Form 10G5), box 14, code 13; Scl1Cdule f(-1

43

(Form 1120S), box 17, code T; and Schedule K-1 (Form 1Ot11), line 14, code F(see page E-8) !--,4'=-.2- ' - - - - - - - - - - - 1

R,;conciliation for real estate professionals. Ii you were a real eslale profeSSional (see p.lqe E-2). entu the;

,-,et

Income or (las:.:) you

re~l'rtc:.J

,1I',:./v,'llere on Form 1C·1O or Form 1iJ4Gr-JR

frorl~

Cl:1 rer'.tCiI le::1 estate I

43

- - - - - - - - .. - ---­ Schedule E(Form 1040) ;,C08

821501 11-10-')3

14060812 786859 630

9 2008.03051 PERRY,

J.~ES

R.

630

2

INCOME FROM PASSTHROUGH STATEMENT, PAGE 1

2008

SCHEDULE E Name JAMES R Passthrough;J R

PERRY

ID

_

PARTNERSHIP

L

Prior Year Unallowed Basis Loss

K-1 Input

NONPASSIVE

!

SSN/EIN

_

PE"-,R",R~Y=----"C~o.•.

I

TAXPAYER

75-1642655

Disallowed Due toll Prior Year Unallowed !Disallowed Due to Basis limitatloll At-Risk Loss At-Risk

_

I Prior Year

Passive ID.isallowed Passive

Loss Loss I..

Tax Return

1

I---------i

SCHEDULE E, PAGE 2

~

Ordinary business income (loss). Rental real estate income (loss)

26..J.il....

Other net rental income (loss)

Intangible drilling costs/dry hole costs ~

Self-cr,arged passive interest expense _

Guaranteed payments

E

Section 179and carryover

~~:~i~:;:::~~:;hec

Disallowed. section 179 expense

I

l

Cost depletion

I

Depletion carryover . Disaib'Ned due to 65% limitation . Un,'81;llbursed expenses (non passive)

-----t-

Section 1231 gain (loss) .

-~.

t

~

---

-------

I

<5 760.

1_

For~M 4797

I

---~ -----L _ _

L

Nonpassive other . Total Schedule E (page 2) .

1---

t---~

.-

I

26 "j_ ~-+I~ -~

~

Percentage depletion

I

---1-----j----

I::::

20 358

I--­

_---=~~--+

----~.

J =1

-----t

I

_

-j

-I

:

+­

I

l

~

-= ---.

I-~.

-.--1 ....

--T=--=-=---j~~·~'"·

1--------1I

-~ ----.4-----.--.-l ----+-------l ~

<_5....l.§.OJ2_

I

20 35JL.

f------+

---I

I

~

Section 179 recapture on disposition ______ SCHEDULED

----

~

Net shon-t",rrn cap. gain (loss)

[:~~i:n 125~~n~~c:~:2s:~~~ Investm!".n~t .sc~. Net long-term cap. gain (loss)

interest expense -

0'"" cd ,c,""mecH ,ocome ~

[

!

I I

AI_

.

ITEMIZED DEDUCTIONS

I

Charitable contributions. .

83

De"".cto" "I,ted to portlolo 'pcome I Oth""

.

t=== -

.i

f--I

==i=

J

1= --

__

_

10 82155 ~ (1:.-25-03

.

---------

~ -- JI

I

L

I

_

1---_____

c-- _

_

--1=---------­J

t-----__~

~

_

_

~

d

_

J

83.

INCOME FROM PASSTHROUGH STATEMENT, PAGE 2

2008

SCHEDULE E r~",me

JAI1ES --'L

SSN/EIN

PERRY

LR

?~',ssthrough

ID __~J642655

_

PE~R~R-"Y---,C"o,"",.~

NONPASSIVE

L_ INTEREST AND DIVIDENDS '''c''~1 '"come

m

I

Interest from U.S bonds

Prior Year Unallowed BasIs Loss

K 1 Input

Ordinary dividends

Tax-exemp [

AdJUste~ Olh,~

DepreCiation -- ;after 12/31/861 adJustmen

9

aln or loss AM..T.. a.d.

's

ther than

J""m," I)

!

I

_

_

_

j

MISCE. (1",jlW,g" g LLANEQUS

"~

=t

_

&flshlng . . . inc . ... .

. ,,,,,,/d,o d g"""""1

~ :~i~ ~.:est~ . :~:t "

fioy2.ltyeAp

C'lP. it"

IJed"I"bol, "Mlhhold'''9

_~_ffi~

....

Retirement plans

10'0

Qualified production activities income Passthrough adjustment to Form 1040 Penaity on early withdrawal of savings

NOL

Othor taYes/recapture of credits.

Credits Casualty and theft loss

26

_

~- ~ ­

I

I-

I

j=-

J

-

I

_-

,

__-{_

l

_ ___

_

_

.

__

6

.£11..

_

__

I _

L 1 - -.. I

_

_

__ .

_+-=--1 _ _t _

_

j

.

--j

__ _

~

._j

____._1ll6 . _._

C .

I

_.

_

_

-+ ~l . _

__

_

=r­

-

__

±_

_

_

I

I

I

__

~ ~ --~~--J~- ~~

1-_

_

.

­

_

_

_

_

1-

11 521552 04~2 5-08

--

J---~

I

__

_

-

I

1

_

I

- - - - - j - - - j1

_

_

--

t-----j ,-"--~ W~ t=---=t=----=--jl _ -=r-- -+-- ----J-----:

_ l __ .__

-----E:

_

~_

,1

....

Dependent care benefits

C""II.,oo

_

I

:

I 6~_. 2L _ _ GW%I"mm -Royalties me"l ' 'letion ' .' ' ' ' ' 9 '_"6, .

Self·employ.

­

Tax Return

>53'j I _

_

I

I

01

~

=i= I I --J t-===3

"FORM "6251 """"co, m,

BeneTlcldry(0 [D,pl,l,o"

i

Prior Year Passive Disallowed Passive Loss Loss

I

I

Qualified dividends

Disallowed Due to 'PrIOr Year Unallowed I Disallowed Due to BasIs limitation At-Risk Loss At·Rlsk

J _

_1'l;_X_PAYl';.~.

PARTNeRSHIP

__

_

t==--­

INCOME FROM PASSTHROUGH STATEMENT, PAGE 1

2008

SCHEDULE E Name li'l-:ES'----'R'-'-'-,----""-cE"R"-R,"Y'---­

SSN/EIN

_

10

Passthrough REVOCbJildE "BLIND" TRUST AGREEMENT FEO ANITA PERRY ESTATE OR TRUST

I

OTHER PASSIVE

[

,-----

f

_

I

i Prior Year Unallowed

K 1 Input

-

-

03-6092780

I

-

I

_ TAXPh.YER

BaSIS Loss

,----------­

~

Disallowed _Due to PI ior Year Unallowed BaSIS Limitation At-Risk Loss

Disallowed Due to At-Risk

Prior Year Passive Disallowed Passive Loss Loss

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-cha~ged passive

interest expense

Guaranteed payments

iJOSS)

Tax Return

~~_i

Disallowed section 179 expense ir,co~le

I I

Section 179 and carryover Net

_

II

First passive other

t= .

,I,

Second pClsslve other. Cost depletion Percentage depletion Depletion carryover

~

Dis;lliowed due to 65% limitation

,

Unreimbursed expenses (non passive) r~onpassive

other.

Total Schedule EO (page 2) [-FORM 4797

,

i

~

--­

_ _ _ _ _l1 - - - - - ­

+--+

----

Section 1231 gain (loss) .

Section 179 recaj:Jture on disposi~

L

+--­

I-­

I

SCHEDULE D

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

~~~kntint:~:~e.:~:~se-sch.A

+-----------+-I- ­

--------J

Olrler net IllVestmen1Jrlcome ~.~.~~~'---l----------l---~_--'-'IT-"E"M!"-'IL.Z"'E-'='O....':D~,E"_'D~U~C~T!_'I~O'_'_'N~S'___+___

Charitable contributions

I

Deductions related to portfolio income Other

I

1

~ ~

--- ~t--

±-

_

'--

_

_

C- - j 12

621551 04-25-08

·---~------l--------

--I-

1

~

j

I

~

INCOME FROM PASSTHROUGH STATEMENT, PAGE 2 SCHEDULE E Name JAMES~R,,-,--.~PO-E",-R,-,-R,,-,-=-Y

SSN/EIN

_

ID

Passthrough REVQc;:,a,BLE "BLIND" TRUST AGREEMENT FBO ANITA PERRY ESTl'.TE OR TRUST

l

OTHER PASSIVE

INTEREST AND DIVIDENDS

I

Adjusl:::dgainorloss .' . Beneficiary's AMT adjustment. Depletion (other than oil) -.

F"

MISCELLANEOUS

Seli employment earnings (Ioss)/Wages

~~::~t::~rnlng & fishing Inc Backup withholding Credit fer estimated tax Cancell,,:,Oil of debt

Me(~ica[ :r,surance - 1040 Dependent care benefits

~~~ItYOC"'IYW'thd"W"Of"YI09'

~ther

taxes/recapture of credits Credits Casualty and theft loss

I

Prior Year Passive Disallowed Passive

Loss Loss

Tax Return

11~

_

I

I

r= I

~

'

f== ~

f--

--------t -

L

-

L-

,

--

I

~

L-

~

---

-----

.----e,---­

1---­

I--==t-------=Jf-.----­

l

----.­

--------­

-~------

,

I

-

-

E

------I~ -+

t

---j

--

-----j

------+----------- .-- - - - - -

---- - - ­

+= +-

~

I

=1

----+----------1

-f

---1-.

lL

-

I

--1

i

I

I

I

L ---­

I

l

I

_

~

; - --

~I i

p __

---~ 1 I

I

_ _ _ _ _J -

13 821552 04-25-08

f-

,

~

Retirement plans Qualified protluction activities income Passthrough adjustment to Form 1040

Disallowed Due to At-Risk

I

I

Royalty expenses/depletion Undistributed capital gains credit

Year Unallowed At-Risk Loss

'

I

_

_'I'MPA'L~L

I Prior

~-------'2aSiS LOS~ Basis Limitation,

~

Tax-exempt interest income _

FORM 6251

03-6092780

~ear Unallowcd ! Disallowed Due to

*-

K-1 Input

I

interest incorne Interest from U_S_ bonds Ordinary dividends Qualified dividends

\

2008

t=--==t=-----i

=-3------­---

----.j

---

-

-------

t

-I - -----­

-=-

--------- I

f------~ ---.l

- - - - - l---.J ,

INCOME FROM PASSTHROUGH STATEMENT, PAGE 1

2008

SCHEDULE E Name

,JA11E='-S----'-'R~.___"P_"E'_'_R"'R'_'Y'___

Passthrough J\EVOCABLE BLIND TRUST STATE AGREEMENT FBO RICK PERRY DTD ESTATE OR TRUST

... ~PrlorYear

I

_-.l"9NP,\SSIVE

L

~CHEDULE E, PAGE 2

SSN/EIN

_

~ Input

Ordincly business income (loss) Rental real estate income (loss) Other net rental income (loss) Intangible drilling costs/dry hole costs

I

L__

TAXPAYER,~

Unallowe~sallowe~ Due ~r1or Year Unallowed f ,Disallowed Due tol Prior Year Passive

BaSIS Loss

BaSIS Limitation

At-Risk Loss

~ 4~0 86

I

'

ID

At Risk

I

Loss

_

I ,-l

Disallowed Passive Loss

_-+-

TaxR~1

j

__

1

_

Self-charged passive interest expense

Guaranteed payments

Section 179 21ld carryover

Disallowed section 179 expense

Net income (loss)

f'irst passive other Second passive other Cost depletion Percentage depletion Depletion carryover ,

Disallowed clue to 65% limitation

Unreimbursed expenses (nonpassive)

E=- -j ~-- _

l-}_',~ _¥ t ,

~-~

Nonpassive other

-~

Total Schedule E (page 2)

I

~l-==-= _ I

24 222

Section -liS recapture on disposition

Net shorHenn cap. gain (loss)

m.. ----=<"-'3~5~ <212

Net long-term cap. gain (loss)

__

Section 1256 contracts & straddles

I 1

~15 864 ~.2..

24 222.

I

~_SCHED_ULED

t-­

8=~

+= 1=

E

~-~=-EIL2,~H'l~:>.1 .I =::::r:=--------­ <_3~_L]J3]~

FORM 4952

Investr'lent interest expense - Sch_ A Oth8r I,et investment income

~it~:I~~~~~~~~~~CTIONS

Deduc\icns related to portfolio income O\l,e:

'I

I 7 210.,

I

II

; I

-t- ==t= :I=-------t-1. ~, 14

821551 04-25-05

1----4..Q·-QJ\-!l.·

1r------=-:­

I

~.1

[ FORM 4797 Section 123', gain (loss)

r

----1-----+

40_~

F--- =1

~

L L

--E

--I

7~nJL~

INCOME FROM PASSTHROUGH STATEMENT, PAGE 2

2008

SCHEDULE E Ndme

JAMES -,R,,-,,--,_P"--"'E'-'R'-'R-"-Y

SSN/EIN • • • •_'..-

_

Passthrough REVOCABLE BLIND TRUST STATE AGREEMENT FBD RICK PERRY DTD

10

_Tt,XP AY'-'E"'R-'---_ _

ESTATE OR TRUST I Prior

K·1 Input ~~'-"J.l'-L"VV"""

~

......

Year Unallowed Basis Loss

I

I DisallowedDue to Prior Year Unallowed Disallowed Due to Prior Year Passive Disallowed Passive At-Risk Loss

Basis limitation

At Risk

Loss

Loss

Tax Return

INTEREST AND DIVIDENDS

I

I

interest income

___ 5~

5

Interest from U.S. bonds Ordinary dividends

27 900

Oualified dividends

21 706

Tax-exempt interest Income ..

C--­

--------

27 900,

~-

21~}QL

I

1 011

FORM 6251

1 OJ.L.

I

DeprE;ciation adjustment after 12/31/86

±====f==

I

Adjusted gain or loss Beneficiary's AMT adjustment

1---­

Depletion (other than oil)

=t=

Other

[

f--------­

MISCELLANEOUS

t­

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

--

.L..-_.

I-----~

C

Royalties Royalty expenses/depletion Undistributed capital gains credit

-­

Backup withholding. Credit fcr c'stirnated tax.

[

Cancellation of debt Medical insurance - 1040

I

Dependent care benefits

I

Retirement plans Oualltled production activities IIlcome

..

P,,,'h,0"9 h 'dJo"m'o' to foem 1040 Penalty on early withdrawal of savings

1= I I

~lOL

Other taxes/recapture of credits.

I

Credits

t

Casualty and theft loss

~

t=

O':-25-C3

=t=

-+­ t 1 I

~ ----------

f-------.--­

-----+­

-I

15 821552

--~ --

_.

Schedule of Mineral Interest Properties - Summary

•

~~::I~:~::p~:~~ention

I

o.

Taxable income before % depletion

JAMES R. & M. ANITA PERRY

Property Number

B

210,073.

136,547.

.

I 65% of taxable income

.

Gross Income

Property Description

1 2

A

209,087. 986.

i Taxable income including NOL carryover.

Identifying Number! Name

Severance

Tax

Royalty Paid

p".R. PERRY CO. I

C D E

-

-

------

-

FTOTAL Depreciation

+-

Operating

Expense

Amortization --

A B C D

E

-

-

I-­ - - - - -

-

F

­

_.

--------

------- -

Net Income Before Depletion

Other Expenses

Overhead Expense

1---­

-

-

-

-

-

-

B

I

I

D

-

-

-

I-­ - - - - - - -

-

j

-

-

-

-

-

-

-

-

-

-

-

-

--

-

-

-

-

-

-

-

-

-

-

-

-

Beglnnln~

Cost

Depletion

Production

-

-

-

-

-

-

-

Dry Hole Costs

--r

I

-

-

I

-

-

-

-

-

-

-

Adjusted Basis

1

-._-----­

-

-

-

-

-

-

986.

Prior Year% Depletion Carryover

Greater of Cost or % Depletion

I

A

­

986.

986.

Recoverables

-

% Depletion After Quantity Limitations

986.

C E

-

-

IDC Expense

I

% Depletion Limited to Net Income

% Depletion

A

F

I-- - - -

-

-

*

Limited % Depletion

986.

986.

B C D E

F

- -

-

-

-

------

*

-------

Allowable Depletion

-------

-

% Depletion C/O To Next Year

Net Income

After Depletion

986.

A

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

986.

-

-

-

-

­

986. • Net Income for Excess IDC Calc.

Excess IDC

Excess Depletion

I-- -

<986.>

B C D EI-­ _ - -

F

-

-

-

-

-

-

-

-

986.

-

-

-

-

-

-

-

-

-

<986.>

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

-

~-----

-

­

I

* "Limited % Depletion" - has been limited to 65% of Taxable Income

"Allowable De~letion" - Greater of "Percentage Depletion" or "Cost Depletion" after calculation for the 65% taxable income limitations or "Non-Oil & Gas Depletion" * "Net Income for Excess IDC CALC" - 1,:1S been reduced by "Allowable Depietion' zUld "Excess IDC" has been added back_ *

813,01 1')-~,!-Ct1

JAMES R

& -M- ANITA PERRY

Depletion Statement Number:

_.

2

--._-­

Depletion - Net Income

2008

Descri,Jiion of Depletion Statement: I

Prop No.

I

Property Description

Gross

Income

Roy,lty P,;d Amortization

I S,",,,"ce

Operating

Expense

Tax

IDC Expense

Dry Hole Costs

Depreciation Less 1245 Recapture

Overhead Expenses

OHler Expense I

I

I

,

I

I

I

I

I

i

~tal

I I I

I I I

!

825551 O~-25-C8

I

I i

_I

Net Income

JAHES R. & H. ANITA PERRY

2 I Depletion Statement Number: I

Percentage, Cost and Preference Depletion - Page 1

2008

D"""'l" " D,pletioo 51""","'

~ Prop No.

Percent Depletion Available

Property Description

PASSTHROUGH

Prior Year Percent Depletion Carryover

Greater of Cost or Percent

Cost Depletion

Disallowed Due to 65% Limitation

Allowable

Depletion

Beginning Ending Accumulated Accumulated Depletion Depletion

5

Adjusted Basis for Excess Depletion

Excess Depletion

I I

I

I

i

II I

!

I

I

I

I

I

i

I I

I

ITot81_L 825553 04-25-08

[

L

I I

l

I

JAME~

E.

&

M. ANITA PERRY 2

..

Percentage, Cost and Preference Depletion - Page 2

I Depletio" Statement Number:

Description of Depletion Statement:

PASSTHROUGH

i

Prop No.

I

Property Description

Cost

1

Accumulated I Current Year I Depletion Payments

Cost Depletion from Payments

Total Estimated Payments

Remaining Basis After Payments

Beginning Current Year Res. for Cost Production

Cost Depletion Rate

Cost Depletion from Production

i

I

I

I

I

!

I

I

IT'" 825311

I I

I

O~-25-08

I

I

I

I.

L-~

I f 2008

3__ Total Cost Depletion

JAMES R. & M. ANITA PERRY Depletion Statement Number:

- - - - - _ . _.. _ - - ­

4

Depletion - Net Income

~

2008

Description of Depletion Statement: --

Prop No.

,

Property Description

Gross Income

Royalty Paid Amortization

i

I

j

Severence 1 ax

Operating Expense

IDC Expense

Dry Hole Costs

Depreciation Less 1245 Recapture

I

2:

Overhead Expenses

r

OUler Expense

Net Income

I I

I

I

I i

I I

;

i

I

I

i

I

I I I

I

I

I

~

825551 04-25-C3

I

i

I I

I

--------'­

,L

JAMES R. & M. ANITA PERRY

~---

Deolction Statement Number:

--

4

Percentage, Cost and Preference Depletion - Page 1

20084,

Descriotion of Depletion Statement: Prop No.

Property Description

I

I I

Percent Depletion Available

RENT & ROYALTY

Prior Year Percent Depletion Carryover

Cost Depletion

Greater of Cost or Percent

Disallowed Due to 65% Limitation

Allowable Depletion

I

Beginning Ending Accumulated Accumulated Depletion Depletion

I

I

21

I

I

1

I

I

!

I

I

I

I

I

I

ITotal

825553 0":-25-03

I

I

Adjusted Basis for

Excess

Depletion

2_ Excess Depletion

R. & M. ANITA PERRY

Jp~ES

Deoletion Statement Number:

-­

4

Percentage, Cost and Preference Depletion - Page 2

Description of Depletion Statement:

I

RENT i

I

Prop No.

I

Property Description

2008

Cost

Accumulated Current Year Depletion Payments

I

Total Estimated Payments

Cost Depletion from Payments

I Remaining .. Basis After Payments

Beginning Current Year Res. for Cost Production

&

ROYALTY Cost Depletion from Production

Cost Depletion Rate

2

Total Cost Depletion --

2

i I

I

I I

i

I I

I

I I Total 32531 i

I

--.L

04-:~-06

I

I

__

I_

u A.M..t;::; .t<.. I Depletion

.I:'.t;KK'i.

Statement Number:

6

Depletion - Net Income

2008

Description of Depletion Statement: Prop No.

1=­

1­

I

Property Description

Gross Income

Royalty Paid Amortization

I

Severence Tax

I

IDC Expense

Dry Hole Costs

Depreciation

Less 1245

Recapture

Overhead Expenses

Other Expense

Net Income

I

I

I

I

I

I

Operating Expense

I

I

I

I

I

I

I

I

I

,

i

I

I

Total

I

825551

O";'·::'5-C5

I

I

I

J

L.! A...r\l.t;::i

K.

l-'.t;KKJ:

6

Depletion Statement Number:

Percentage, Cost and Preference Depletion - Page 1

2008

Descriotion of Depletion Statement: Prop No.

I

I

Property Description

I

Percent Depletion Available

Prior Year I : Percent Cost Depletion Depletion Carryover

:

I I

I I

I

I

i

I I

I I

ii i

II

ITotal

I I

825553 04-25-C8

I

PASSTHROUGH I Greater of Cost or Percent

Disallowed Due to 65% Limitation

Allowable Depletion

Beginning I Ending Accumulated Accumulated Depletion Depletion

Adjusted Basis for Excess Depletion

.~

1 Excess Depletion

-.

.

- . -.

~

." .........

Deoletion Statement Number:

6

Percentage, Cost and Preference Depletion - Page 2

2008

Description of Depletion Statement: Prop No.

Property Description

PASSTHROUGH Cost

Accumulated Current Year Depletion Payments

Total Estimated Payments

Cost Depletion from Payments

Remaining Basis After Payments

Beginning Current Year Res. for Cost Production

I

I

,

I

I I

I I

Total

i

825311 04-25-:)8

Cost Depletion Rate

Cost Depletion from Production

~~~~_:L Total Cost Depletion

OMS No 1545-0074

~ SCHEDULE SE ",. (Form 1040)

2008

Self-Employment Tax

Department of the Treasury

Internal Revenue ServIce

(99)

~

Attach to Form 1040.

~

See Instructions for Schedule SE (Form 1040) .

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

Social security number of person with self-employment

M. ANITA PERRY

~

income

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 amount 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-4). 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 57.

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 2008?

,

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 otller earnings?

,r

Was the total of your wages and tips subject to social security or railroad retirement (tier 1) tax plus your net earnings from self-employment more than $102,OOO? ! .. No

~

.. No i:re you using one of the optional methods to figure your net earnings (see page SE-4)?

~

=

You may use Short Schedule SE below

-------'--------­

J

~~

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

-

--~-~--

No

No Did you receive churcll employee income reported on Form W-2

of $108.28 or more?

~

~ ~ Security and Medicare Tax on Wages?

Did you report any wages on Form 8919, Uncollected Social

~,---

e_S_E_o_n_~p_a"-g

Y_o._u_m_u_s_t_us_e_L_o_n....g_S_c_h_ed_u_1

f~,

--=--..~

e_2_ _

Section A-Short Schedule SE. Caution. Read above to see if you can use Short Schedule SE. ------

-----------------------------------------------,--,-------------­

1a Net farm profit or (loss) from Schedule F, line 36, and farm partnerships, Schedule K-1 (Form 1065), box 14, code A b If you received social security retirement or disability benefits, enter the amount of Conservation Reserve Program payments included on Schedule F, line 6b, or listed on Schedule K-1 (Form 1065), box 20, code X

f--"-1a---+

_

f-..:.;1b---+

_

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 pg SE·1 for types of income to report on this line. See pg SE-3 for other income to report

...

S.'I'M'I' .. 18.

3 Combine lines 1a, 1b, and 2

1-'3 +-

---'6'-5"'--'_0"-"0'-'0"-=-o 6".."-'5:...,,'---"-0 0'--'0"'---"--.

~ f-4-'-+-

6,'-(LO 2 ~_.__

f-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: • $102,000 or less, multiply line 4 by 15.3% (.153). Enter the result here and on

Form 1040, line 57.

• More than $102,000, multiply line 4 by 2.9% (.029). Then, add $12,648 to the result. Enter the total here and on Form 1040, line 57 ..

f-5=--'----

6 Deduction for one-half of self-empiojlO1ent tax. Multiply line 5 by 50% (.5). 6 Enter the result here and on Form 1040. line 27 . ~_,~~~_~~.i........:"--.L. LHA For Paperwork Reduction Act Notice, see Form 1040 instructions. I

824501 11-11-08

26

~9

L.18 4--"-­

.1

~,---L5

9 2 °

Schedule SE (Form 1040) 2008

Schedule SE (Form

1040) 2008

Attachment Sequence No

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

Social security number of

JAMES R. PERRY

income

17

Page

2

person with self-employment

~ ~• • • • •II_

Section B - Long Schedule SE Part 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 periormed as a minister or a member of a religiOUS order is not cllurcll 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 a Net farm profit or (loss) from Schedule F, line 36, and farm partnerships, Schedule K·1 (Form 1065). box 14, code A. Note. Skip lines 1a and 1b if you use the farm optional method (see page SEA) b

1a

If you received social security retirement or disability benefits, enter the amount of Conservation Reserve Program payments included on Schedule F, line 6b, or listed on Schedule K·1 (Form 1065), box 20, code X

1b

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

2

(other than farming); and Schedule K·1 (Form 1065·B), box 9, code J1. Ministers and members of religious orders, see pg SE·1 for types of income to report on this line. See pg SE·3 for other income to report. Note. Skip this line If you use the nonfarm optional method (see page SE·4).SEE.S'J:'A.'J:'EMEN'l' 3

19

2

Combine lines 1a, 1b, and 2

3

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

5a

~o~t~~~~i~i~~h:fr~~U~:p~:;I:;::~::;:m

FormW·2. Seepage SE·1 ... ...

4a 4b

.. ...

. l5a

4c

I

Multiply line 5a by 92,35% (,9235), If less than $100, enter ·0·

5b

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

6

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 2008 W·2) and railroad retirement (tier 1) compensation, If $102,000 or more, skip lines 3b through 10, and go to line 11 b

Unreported tips subject to social security tax (from Form 4137, line 10)

c

Wages subject to social security tax (from Form 8919, line 10)

i-.

.........

I

Be

I

-­

L--'=--'­

---j

8d

~ "'~ - - - ­

Subtract line 3d from line 7. If zero or less, enter ·0· here and on line 10 and go to line 11

._._----­

JiL

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

11

Multiply line 6 by 2,9% ( . 0 2 9 ) ,

12

Self-employment tax. Add lines 10 and 11, Enter here and on Form 1040, line 57

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 .

Part II

102,00000

I :: 1,--_~l~Oz..L~ 8=b+­ _

d Add lines 8a, 8b, and 8c 10

24 120.

7

8 a Total social security wages and tips (total of boxes 3 and 7 on Form(s)

9

24,120.

~---'---L-----------1

6

b

26 118. 26 118. 24 120.

11

_.1U

699. .o-..9.... 6 .o-.. 9

350.

Optional Methods To Figure Net Earnings (see page SEA)

Farm Optional Method. You may use this method only if (a) your gross farm income' was not more than $ 6 ' 3 0 0 ' j j r (b) your net farm profits 2 were less than $4,548, 14

Maximum income for optional methods

14

15

Enter the smaller of. two thirds (2/3) of gloss farm Income 1 (not less than zero) or $4,200 Also Include this amount on line 4b above

15

----'4'.:,2::.:0::.:0::.:.=00

Nonfarm Optional Method. You may use this method only if (a) your net nonfarm profits 3 were less than $4,548 and also less than 72,189% of your gross nonfarm InCOm8~ 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·thlrds (2/3) of gross nonfarm income 4 (not less than zero) or the amQunt on

1---'1=6-+-

117

line 1G, Also Include this amount on line 4b above 1 2

,

Frolll Sell, F, llile 11, and Sell. K·1 (Fo'ill 1065), box 14, code B. Frolll Sell. F, line 3G, Jnc! Setl. K-1 (Forlll 1065), box 14, cocie A - minus tile aillount you woulclllJVe 811lercc! online 1b Ilac! you not used tllC optional method.

From Sell, C, l'ilC 31; Set!. C-EZ, line 3; Sell. K-1 (Form 10G5), box 14, eoclc A; and Seh, K-1 (Forln 10l15-fJ), [JOx 9, code J1. "From Sell. C ,Iin8 7; Sell. C-I'Z, line 1; Sch. K-1 (Forlll 10G5), box 14, code C: and Sell. K·1 (Form 1065-G), box 9, eodc J2.

J

Schedule SE (Form 1040) 2008

824502 11-11-08

27 T7\M'[;'C

D

_

OMS No 1545-0121

1116

Form

2008

Foreign Tax Credit

Department of the Treasury Internal Revenue Service (99)

~

(Individual, Estate, or Trust) Attach to Form 1040, 104ONR, 1041, or 990- T. ,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 beginning on page 3 of 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 category income

c

b

D

General category income

d

D D

Section 901(j) income

e

D

Lump-sum distributions

Certain income re-sourced by treaty

f Resident of (name of country) ~ 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 /I. If you paid taxes to more than one foreign country or U.S. possession, use

I Part I I

a separate column and line for each country or possession.

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

g

Enter the name of the foreign country or U.S.

possession ~ 1a Gross income from sources within country sllOwn above and of the type checked above:

Forei( n Countrv or U.S. Possession B C

OTHER rOUNTRIES

Total (Add cols.

A,!"LE~

!vARIOUS

3 829.

1a

3,829.

6

131. 3 698.

b Check if line la 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):

Expenses definitely related to the income on line la (attach statement)

Pro rata share of other deductions not definitely related:

2

3

9 975.

a Certain itemized deductions or standard deduction b Other deductions (attach statement)

c Add lines 3a and 3b d Gross foreign source income e Gross income tram all sources f

Divide line 3d by line 3e

9 Multiply line 3c by line 3f Pro rata share of interest expense:

a Horne mortgage interest (use worksheet on page 14

9~5.

9 975.1 3 829.

292 361.

.013097 131.

--

9 975.1

292 361.

.000000

4

of the instructions) b Other interest expense

5 6

Losses from foreign sources

Add lines 2, 30, 4a, 4b, and 5

131. ~

7 Subtract line 6 from line 1a. Enter the result here and online 14, oaoe 2

7

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

§

8

Foreign taxes paid or accrued In foreign currency

(h) [X] Paid ill DAccrued (j) ga~~g~~dd

Taxes withheld at source on: (k)

D,v,dends

(I) ~~~~111;~d

(m)

Interest

In U.S. dollars (n) Other foreign taxes paid or acclued

Taxes withheld at source on: (0)

DIVidends

~ARIOUS C 8 Add lines A l!IIOllgll C, column (s). Entel tile totalhele and uri line 9, page 2 LHA For Paperwork Reduction Act Notice, see separate instructions.

-

I (p) ~~vn~~I~~d

~

(q)

C')II

(s) Total foreign (axes paid or acclued (add cols. (0) tllIough (I))

734.

I

734. j-------------­

II -- ..

~

s

734.

I

Form

28 '70COI:Cl

Interest

r-

I

811501

12-09-08

1 II IICII01 ')

---

(r) Other foreign taxes paid or acclued

T7\'lA'P("1

n

1116 ("-OS)

Form 1116(2008) JAMES R. I

Part III

I

& M. Figuring the Credit

Page 2

ANITA PERRY

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

734.

10 Carryback or calryover (attach detailed computation)

10

734.

11 Add lines 9 and 10 12 Reduction in foreign taxes

12

13 Subtract line 12 from line 11. This is tile total amount or 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) tor tile category of income checked above Part I

'I f-1'-4'+­

15 Adjustments to line 14 16 Combine the amounts on lines 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.)

13

734.

18

.017947

19

44 463.

3--'--6"--"9C-'S------,.

15

3 69S.

17 Individuals: Enter the amount from Form 1040,line 41 (minus any amount on Form 8914, line 2). If you are a nonresident alien, enter the amount trom Form 1040NR, line 38 (minus any amount on Form 8914, line 2). Estates and trusts: Enter your taxable income without the deduction for your exemption SEE STATEMENT 20

17

206 046.

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 16 is more than line 17, enter "1" 19 Individuals: Enter the amount from Form 1040, line 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, lines 36 and 37 Caution: If you are completing line 19 for separate category e (lump-sum distributions), see pg. 19 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 filmg, skip lines 22 tlHougll 26 and enter this amount on line 27. Otherwise, complete the appropriate line in Part IV I

Part IV

I

Summary of Credits From Separate Parts III

22 Credit for taxes on passive category income

23 24 25 26

79$..!­

20 I

~ 211

734.

22 23 24

Credit for taxes on general category income Credit for taxes on certain income re-sourced by treaty Credit for taxes on lump-sum distributions, Add lines 22 through 25 ,

2§._~

-I

26

27 Enter tile smaller of Ime 19 or Ime 26 28 Reduction of credit tor international boycott operations

2LI-­ f-"2,,-.S'-f­

29 Subtract line 28 from line 27. This is your foreign tax credit. Enter here and on Form 1040, line 47; Form 1040NR line 44' Form 1041 Schedule G,line 2a: or Form 990-T line 40a

~

_

-

_

734.

29 Form

81151 , 12-09-08

29

734.

~-------

1116 (2008)

ALTERNATIVE

1116

F orm

OMS No 1545-0121

MINIMUM TAX

2008

Foreign Tax Credit

D epartment of the Treasury In ternal Revenue Service (99)

~

(Individual, Estate, or Trust) Attach to Form 1040, 1040NR, 1041, or 990-T.

Name

Identifying number

as shown on page 1 of youc tax return

J AMES R. & M. ANITA PERRY Use a separate Form 1116 for each category of income listed beloV!. See Categories of Income beginning on page 3 of the instructions. Check only Form 1116. Report all amounts in U.S. dollars except wllere specified In Part 1/ beloV!. a

[X]

Passive category Income

c

b

D

General category income

d

D D

Section 901(j) Income

e

0

on~

box on eacll

Lump-sum distributions

Certain income re-sourced by treaty

f Residentof(nameofcountry) ~ 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

Part I

I

I

a separate column and line for each country or possession.

1

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

00'"0'''';' u.s. pr''';oo

Total (Add cols. A Band C.l

-­

C

g

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

~ARIOUS

3 829.

3,829.

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 lJasis 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

(at1ach stalement) Pro rata share of other deductions not definitely related:

3

a Certain itemized deductions or standard deduction b Other deductions (attacll statement)

I

- -

I

I

c Add lines 3a and 3b d Gross foreign source income

l--

3 829.

292 361­ .013097

I

e Gross income from all sources f Divide line 3d by line 3e g Multiply line 3c by line 31

292 361.000000

I

Pro rata share of interest expense:

4

a Home mortgage interest (use worksheet on page 14 of tile instructions) b Other interest expense

I

Losses from toreign sources

5 6

I6

Add lines 2, 30. 4a. 4b, and 5

~

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

3 829.

7

I Part II I Foreign Taxes Paid or Accrued Credit is claimed for taxes

(you must check one) ~

§

Foreign taxes paid or accrued

In foreign currency

[X] Paid

(h)

8 Li!LD

i

Taxes withheld at source on:

I

Accrued

(j) ~a~~g~~~

(k)

DIVidends

(I) ~~;~111~~d

(m)

Inleresl

A~ARIOUS B

C 8 Add IIn8s 1\ tllrougll C, colullln (s). Enter the total here UIA

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

(0)

(p) ~~;~i11~~d

DIVidends

(q)

(s) Total foreign taxes paid or accrued (add cols. (0) through (r))

734.

734.

---L---------L_____

I

I

I

I

line 9. page 2

For P;Jpelwolk Reduction Act Notice, see separuio instructions.

~~~~~--2:.~~-,1----,8,--1,-- __]~

30 n<()l:;1

I

Form

8115D1 12-09-08

?nnQ

Interest

I

=c "Ill: ;ill

(r) Other

foreign

taxes paid or

accrued

Taxes withheld at source on:

DRDDV

.Tl>MRQ

D

1'116 \."Oll8)

Form 1116(2008) I

Part III

JAMES R.

& M.

ALTERNATIVE MINIMUM TAX ANITA PERRY

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

734.

9

10 Carryback or carryover (attacll detailed computation)

101

11 Add lliles 9 and 10

11

12 Reduction

Page 2

Figuring the Credit

I

III

734.

W'---------I

foreign taxes

13 Subtract IlIle 12 from line 11. ThiS IS the total amounf of foreign taxes available for credit

13

734.

18

.017615

19

43,598.

20

768.

211

734.

14 Enfer the amount from IlIle 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

14

15 Adjustments to IlIle 14 16 Combllle the amounts on lines 14 and 15. This is your net foreign source taxable income. (If tile result IS zero or less, you have no foreign tax credit for the category of income you checked above Part I. Skip IlIles 17 through 21. However, if you are filing more than one Form 1116, you must complete line 19.) .

15

17 Individuals: Enter the amount from Form 1040, IlIle 41 (minus any amount on Form 8914, line 2). If you are a nonresident alien, enter the amount from Form 1040NR, line 38 (minus any amount on Form 8914, line 2). Estates and trusts: Enter your taxable income without the deduction for your exemplion SEE STATEMENT

3 829.

3 829. I

I

21

17

21 7 371.

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" 19 Individuals: Enter tile amount from Form 1040, line 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, IlIle 1a, or the total of Form 990-T, lines 36 and 37 Caution: If you are completing line 19 for separate category e (lump-sum distributions), see pg. 19 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 26 and enter this amount on IlIle 27. OtherWise, complete the appropriate line in Part IV

I Part IV I

Summary of Credits From Separate Parts III

~

22 Credit tor taxes on passive category income

1

23 Credit for taxes on general category income

23

24 Credit for taxes on certain income re-sourced by treaty

---------l

241

25 Credit for taxes on lump-sum distributions

26 Add lines 22 througll 25 .

26

2l.f-----­

27 Enter the smaller of IlIle 19 or line 26 28 Reduction of credit for international boycott operations

___ _ .1J.-4_____

r 2=8'-t-­

29 Subtract line 28 from line 27. This is your foreign tax credit. Enter here and on Form 1040, IlIle 47; Form 1040NR, line 44' Form 1041 Schedule G, line 2a: or Form 990-T IlIle 40a

~

_

734.

29 Form

8i 1511

le-Og·OS

31

1116 (2008)

OM9 No 1545-0191

4952

Form

Department of the Treasury

Internal Revenue Service

Investment Interest Expense Deduction

200851

~ Attach to your tax return.

(99)

Attachment

Sequence

Name(s) shown on return

No

Identifying number

R. & M. ANITA PERRY

Total Investment Interest Expense

SEE S TA'I'EHEN'I' 2 2

Investment Interest expense paid or accrued in 2008 (see instructions)

2

---=2.

--'--+--

f-I

Disallowed investment interest expense from 2007 Form 4952, line 7

2

3

2.

c-1­ c

12,954.

4 a Gross income from property held for investment (excludi ng any net

STH'I' 23

gain from the disposition of property held for investment ) b Qualified dividends included on line 4a

34 691­

4a

W

21 737.

......... '14d

c Subtract line 4b from line 4a

I

d Net gain from the disposition of property held for investm ent

I~

e Enter the smaller of line 4d or your net capital gain from the disposition

of property held for investment (see instructions)

--

Subtract line 4e from line 4d

41

9 Enter the amount from lines 4b and 4e that you elect to Include in investment income

(see instructions)

40

h Investment income. Add lines 4c, 4f, and 4g

I

12,954.

4h

SEE.. S.'I'liTEHEN'I' 24

5

Investment expenses (see instructions)

6

Net investment income. Subtract line 5 from line 4h. If zero or less, enter -0­

9,499.

Part 11I11nvestment Interest Expense Deduction

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

7

Disallowed investment interest expense to be carried forward to 2009. Subtract line 6 from line 3. If zero or less, enter -0·

8

Investment interest ex ense deduction. Enter the smaller of line 3 or 6. See Instructions .....

LHA

For PLJpcrwork Reduction Act Notice, see separ::lte instructions.

STMT .25

L

~_._----------

7 -+--

0""'.

8

2•

Form

4952 (2008)

818901 1J-2~08

32 1 I1f'1Cf'lQ1 ")

'7Qt::Qt:::Q

t::":1f'1

") f'I f'I 0

f'I ":1 f'I t::: 1

n DD n

'U'

c')n

Form

8903

2008

Domestic Production Activities Deduction

Department 01 the Treasury Internal Revenue Service

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

Attachment Sequence No

tJame(s) as s own on return

I

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 overall method, skip lines 2 and 3

3

4

Enter deductions and losses allocable to DPGR (see instruclions) If you are uSing the small business simplified overall method, enter the amount of cost of goods sold and other deductions or losses you ratably apportion to

.tt= 3

/4

!

-------i

DPGR. All others, skip line 4

5

5 Add lines 2 through 4 6

Subtract line 5 from line 1

6

7 Qualified production activities income from estates, trusts, and certain partnerships and S corporations (see f---"7'----f-----~._-_00

instructions)

~ 9

8 Add lines 6 and 7. Estates and trusts, go to line 9, all others, skip line 9 and go to line 1D

9 Amount allocated to beneficiaries of the estate or trust (see instructions)

_

_.------_._­

10 Qualified production activities income. Estates and trusts, subtract line 9 from line 8, all others, enter amount from line 8. If zero or less, enter ·0· here, skip lines 11 through 19, and enter ·D· on line 2D

10

o.

11 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) 12

Enter the smaller of line 1D or line 11. If zero 0, less, enter ·D· here, skip lines 13 through 19, and enter ·D· on line 2D

13

Enter 6% of line 12

14

Form W·2 wages (see instructions)

15

Form W·2 wages from estates, trusts, and certain partnerships and S corporations (see instructions)

16

Add lines 14 and 15. Estates and trusts, go to line 17, all others, skip line 17 and go to line 18.

17 Amount allocated to beneficiaries of the estate or trust (see instructions) 18

Estates and trusts, subtract line 17 from line 16, all others, enter amount from line 16

19

Form W·2 wage limitation. Enter 5D% of line 18

20

Enter the smaller of line 13 or line 19

o.

21 Domestic production activities deduction from cooperatives. Enter deduction from Form 1099·PATR, box 6 22 Expanded affiliated group al!ocatlon (see instructions) 23 Domestic production activities deduction. Combine lines 20 through 22 and enter the result here and on :o-:-::-::-:-,-F.::..O...:.fI1,--l 1040, line 35; Form 1120, line 25; or the applicable line of your return LHA For Paperwork Reduction Act Notice, see separate instructions.

g;?i71.6s

Form 8903 12008)

33 ')()()Q

()':l()~1

D't;'ODV

.T7'-M't;'C

0

u.s.

Form 1116

and Foreign Source Income Summary

NAME

JAMES R.

r

& M. ANITA PERRY FOREIGN TOTAL

INCOME TYPE CompensatIOn

Dividends/Dlstrib utlons

Interest

Capital Gains

BlJ sin ess/Profess io n

Rent/Royalty

StatelLocal Refunds

Partnership/S Corporation

TrustiEstate

Other Income

Gross Income

u.s.

136,084. 28,043. 377. 6.

136,084. 28,043. 377. 6.

12,511.

12,511.

26,118. 24,222. 65,000. 292,361.

26,118. 24,222. 61,171. 288,532.

PASSIVE

3,829.

3,829.

Less:

Section 911 Exclusion

Capital Losses

Capital Gains Tax Adjustment

Total Income - Form 1116

3,006.

3,006.

289,355.

285,526.

Deductions: BusinesslProfesslon Expenses Rent/Royalty Expenses

5,760. 986.

5,760. 986.

4,942.

4,942.

11, 688.

11,688.

277,667.

273,838.

37,245. 11,980.

37,245. 11,980.

9,975. 59,200.

131. LMh 59,069. _ _ _ _--=1'-"'31.

3,829.

Partnership/S Corporation Losses Trust/Esfate Losses Capital Losses 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 Adjustments Capital Gains Tax Adjustment Total Deductions Adjusted Gross Income

3,829.

Less Itemized Deductions: Specifically Allocated Home Mortgage Interest Otller Interest Ratably Allocated Total Adjustments to Adjusted Gross Income Taxable Income Before Exemptions

218,467.

827931 04-25-08

34

1'" ()C()01

'I

I"'"]OCOC("\

C'")r'I

214,769.

3,698.

Allocation of Itemized Deductions

Form 1116 N~ME

JAMES R.

&

M. ANITA PERRY Total Itemized Deductions

Form1115

Itemized Deductions After Sec. 58

Reduction

--

Specifically U.S.

Ratable

Specifically Foreign

I

Taxes

7 704.

7

7 554.1

5~

Interest - Not Including Investment Interest Contributions Miscellaneous Deductions Sublecl to 2%

12 218.

11 980.

11 980.

37 986.

37 245.

37 245.

I

2 469.

2 421­

~32Jo_'

Other Miscellaneous Deductions ­ Not Including Gambling Losses

Foreign Adjustment , Total Itemized Deductions Sub ject to Sec. 58

60 377.

59 200.

Add Itemized Deductions I

Not Sub ]ecl to Sec. 58: Medical/Dental I

Investment Interest Post AUQ. 27 Contributions" Casualty Losses

I

Gambling Losses Foreign Adjustment , Total Itemized Deductions Total Allowed on Schedule A

60 377. 59 200.

827871

04-25-08

35

~225.

9 975.

Foreign Tax Credit Carryover Statement (Page 1 of 2)

Form 1116 NAME

JAMES R.

F

& M. ANITA PERRY IPASSIVE INCOME

Foreign Income Category 2005

Regular 1. Foreign tax paid/accrued

2006

2007

2008

734.

2. FTC carryback to 2008

for amended returns

3. Reduction allocated to excluded income

734. 798.

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

or excess of limit ( - )

<7 287.>

<64.1>

<7 287.1>

<64.1>

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

==

Total foreign taxes from all available years to be carried to next year 2001 1. Foreign tax paid/accrued

2002

2003

2004

0

2. FTC carryback to 2008

for 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

80

Foreign tax carryforward

- ­

0

9. Less treaty adjustment 10. Foreign tax or excess limit remaining

.___0._­

2000 1. Foreign tax paid/accrued 2. FTC carryback to 2008

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

827915 03-06-0'J

36

1999

..

----------------

Form 1116

Foreign Tax Credit Carryover Statement (Page 2 of 2)

NAME

JAMES R. & M. ANITA PERRY IPASSIVE INCOME

Foreign Income Category Alternative Minimum Tax 1. Foreign tax paid/accrued

2005

2006

2007

200B

734.

2. FTC carryback to 2008

for amended returns

3. Reduction allocated to excluded income

734. 768.

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

01 excess of limit ( - )

<6 561.>

<34. I>

<6 56l. I>

<34. I>­

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

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

---

2001

2002

2003

1. Foreign tax paid/accrued. 2. FTC carryback to 200S

for 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

~----------~.

2000 1. Foreign tax paid/accrued 2. FTC carryback to 2008

for 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

827916 03-06·03

37

1999

2004

JAMES R.

&

M. ANITA PERRY

Depletion

65% of Taxable Income Allocation

2008

209,087. 986.

Taxable income including all available NOL carryover Plus allowable depletion Minus cost depletion

210,073. 0.65 136,547.

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

Percentage Depletion 1st Iteration

Property Description

Limited Percentage Depletion

Allocation Ratio

I

Cost Depletion

Percentage Depletion Final Iteration

Reallocation Ratio

Allowable Depl. after the 65% Limitation

Excess Percentage DeDI. Carryover

I

I 0'

lP· R .

PERRY CO.

986. 1. 000000

986.

986. 1.000000

I

986.

21

I

I

I

I

W 825531 04-25-08

I

,

986. 1.000000

986.

986. 1. 0000001

986.

J~iES

R. & M. ANITA PERRY

~.

FORM 1040

MISCELLANEOUS INCOME

DESCRIPTION

STATEMENT

1

AMOUNT

TEXAS ASSOCIATION AGAINST SEXUAL ASSAULT

65,000.

TOTAL TO FORM 1040, LINE 21

65,000.

39

STATEMENT(S) 1

JAHES R. & M. ANITA PERRY

PERSONAL EXEMPTION WORKSHEET

FORM 1040 1.

2. 3. 4.

5. 6.

7. 8. 9.

STATEMENT

2

IS THE AMOUNT ON FORM 1040, LINE 38, MORE THAN THE AMOUNT SHOWN ON LINE 4 BELOW FOR YOUR FILING STATUS? NO. STOP. MULTIPLY $3,500 BY THE TOTAL NUMBER OF EXEMPTIONS CLAIMED ON FORM 1040, LINE 6D, AND ENTER THE RESULT ON LINE 42.

YES. CONTINUE

MULTIPLY $3,500 BY THE TOTAL NUMBER OF EXEMPTIONS CLAIMED ON FORM 1040, LINE 6D . . . . . . . . . . . . . 10,500. ENTER THE AMOUNT FROM FORM 1040, LINE 38 . . 277,667. ENTER THE AMOUNT FOR YOUR FILING STATUS 239,950.

SINGLE $159,950

MARRIED FILING JOINTLY OR WIDOW(ER) $239,950

MARRIED FILING SEPARATELY $119,975

HEAD OF HOUSEHOLD $199,950

SUBTRACT LINE 4 FROM LINE 3 . . . . 37,717. IS LINE 5 MORE THAN $122,500 ($61,250 IF MARRIED FILING SEPARATELY)? [ ] YES. MULTIPLY $2,333 BY THE TOTAL NUMBER OF EXEMPTIONS CLAIMED ON FORM 1040,

LINE 6D. ENTER THE RESULT HERE AND

ON FORM 1040, LINE 42. DO NOT

COMPLETE THE REST OF THIS WORKSHEET.

[X] NO. DIVIDE LINE 5 BY $2,500 ($1,250

IF MARRIED FILING SEPARATELY). IF

THE RESULT IS NOT A WHOLE NUMBER,

INCREASE IT TO THE NEXT WHOLE

NUMBER (FOR EXAMPLE, INCREASE

00 0 4 TO 1) . . . . . . . . . . . 16 .

MULTIPLY LINE 6 BY 2% (.02) AND ENTER THE RESULT AS A DECIMAL. . . . . . . 0.32 MULTIPLY LINE 2 BY LINE 7 3,360. DIVIDE LINE 8 BY 3 1,120.

°.

10. SUBTRACT LINE 9 FROM LINE 2. TOTAL TO FORM 1040, LINE 42.

FORM 1040

9,380.

TAX-EXEMPT INTEREST

STATEMENT

NAME OF PAYER

3

AMOUNT

FROM K-1 - REVOCABLE BLIND TRUST STATE AGREEMENT FBO RICK PERRY

1,011.

TOTAL TO FORM 1040, LINE 8B

1,011.

40

STATEMENT(S) 2, 3

J~iES

R. & M. ANITA PERRY

?ORM 1040

STUDENT LOAN INTEREST DEDUCTION

STATEMENT

ENTER THE TOTAL INTEREST PAID IN 2008 ON QUALIFIED STUDENT

LOANS. DO NOT ENTER MORE THAN $2,500 ~

.:..

.

2,500.

ENTER THE AMOUNT FROM FORM 1040, LINE 22

282,609.

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

..

":

4,942.

SUBTRACT LINE 3 FROM LINE 2

277,667.

ENTER THE AMOUNT SHOWN BELOW FOR YOUR FILING STATUS. * SINGLE, HEAD OF HOUSEHOLD, OR QUALIFYING WIDOW(ER)-$55,OOO * MARRIED FILING JOINTLY-$115,OOO .

115,000.

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

162,667.

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

1.000

MULTIPLY LINE 1 BY LINE 7.

2,500.

STUDENT LOAN INTEREST DEDUCTION. SUBTRACT LINE 8 FROM

LINE 1. ENTER THE RESULT HERE AND ON FORM 1040, LINE 33

?JRM 1040

-

EMPLOYER'S NAME

~

OFFICE OF THE GOVERNOR SPE CORPORATE SERVICES, INC

~

4

':'JTALS

O.

WAGES RECEIVED AND TAXES WITHHELD

AMOUNT PAID

FEDERAL TAX WITHHELD

STATEMENT

STATE CITY TAX SDI WITHHELD TAX W/H

FICA TAX

5

MEDICARE TAX

135,925.

21,289.

6,324.

2,10l.

159.

40.

10.

2.

136,084.

21,329.

6,334.

2,103.

41

STATEMENT(S) 4, 5 "

JAYIES R. & M. ANITA PERRY

FORM 1040

QUALIFIED DIVIDENDS

STATEMENT ORDINARY DIVIDENDS

NAME OF PAYER MELLON INVESTOR SERVICES MELLON INVESTOR SERVICES FROM K-1 - REVOCABLE BLIND TRUST STATE AGREEMENT FBO RICK PERRY DTD 9-13-96 TOTAL INCLUDED IN FORM 1040, LINE 9B

6

QUALIFIED DIVIDENDS 3.

3•

28.

28.

27,900.

21,706. 21,737.

42

STATEHENT(S) 6

JAHES R. & M. ANITA PERRY

FORM 1040

EXCESS SOCIAL SECURITY TAX WORKSHEET

STATEMENT TAXPAYER

1. ADD ALL SOCIAL SECURITY TAX WITHHELD BUT NOT MORE THAN $6,324.00 FOR EACH EMPLOYER (THIS TAX SHOULD BE SHOWN IN BOX 4 OF YOUR W-2 FORMS). ENTER THE TOTAL HERE . . . . . . . . . . . . . . . . .

7

SPOUSE

6,334.

2. ENTER ANY UNCOLLECTED SOCIAL SECURITY TAX ON TIPS OR GROUP-TERM LIFE INSURANCE INCLUDED IN THE TOTAL ON FORM 1040, LINE 61 3. ADD LINES 1 AND 2

6,334.

4. SOCIAL SECURITY TAX LIMIT

6,324.

5. SUBTRACT LINE 4 FROM LINE 3. EXCESS SOCIAL SECURITY TAX INCLUDED IN FORM 1040, LINE 65. . . FORM 1040

10.

FEDERAL INCOME TAX WITHHELD

STATEMENT

8

T

S DESCRIPTION T T J S

AMOUNT

OFFICE OF THE GOVERNOR SPE CORPORATE SERVICES, INC MELLON INVESTOR SERVICES MELLON INVESTOR SERVICES

21,289. 40. l.

8.

TOTAL TO FORM 1040, LINE 62

21,338.

SCHEDULE A

CASH CONTRIBUTIONS

DESCRIPTION

AMOUNT 100% LIMIT

STATEMENT AMOUNT 50% LIMIT

BIG BROTHERS BIG SISTERS LAKE HILLS CHURCH MARCH OF DIMES TEXAS ASSOCIATION AGAINST SEXUAL ASSAULT SPECIAL OPERATIONS WARRIOR FOUNDATION

AMOUNT 30% LIMIT

65. 2,850. 9,996. 9,996. 9,996.

43 ')()()Q

9

()-:l()[:;1

DVDDV

STATEMENT(S) 7, 8, 9 T7\MVC'

D

c:.-:l()

')

JAMES R. & M. ANITA PERRY TEXAS GOVERNOR'S MANSION RESTORATION FUND FROM K-1 - J.R. PERRY CO.

5,000. 83. 37,986.

SUBTOTALS

37,986.

TOTAL TO SCHEDULE A, LINE 16

44 1

A 1"'1 CI"'IO 1

r)

'70COCCl

C'JI"'I

'1""0

(\")f\C1

nT:"nn"v

STATEMENT(S) 9 T1\"lA"T:"l""1

'ii

C'JI"'I

JAMES R. & M. ANITA PERRY

SCHEDULE A 1. 2.

3•

4. 5.

6. 7.

8. 9. 10. 11.

12.

ITEMIZED DEDUCTIONS WORKSHEET

STATEMENT

ENTER THE TOTAL OF THE AMOUNTS FROM SCHEDULE A, LINES 4, 9, 1 5, 1 9, 2 0, 2 7, AND 28 . . . . . . . . . . . . . . ENTER THE TOTAL OF THE AMOUNTS FROM SCHEDULE A, LINES 4, 14, AND 20, PLUS ANY GAMBLING AND CASUALTY OR THEFT LOSSES INCLUDED ON LINE 28. ALSO INCLUDE IN THE TOTAL ANY AMOUNT INCLUDED ON SCHEDULE A, LINE 16, THAT YOU ELECTED TO TREAT AS QUALIFIED CONTRIBUTIONS FOR RELIEF EFFORTS IN A MIDWESTERN DISASTER AREA . . . . . . . . . . . . . IS THE AMOUNT ON LINE 2 LESS THAN THE AMOUNT ON LINE 17 IF NO, YOUR DEDUCTION IS NOT LIMITED. ENTER THE AMOUNT FROM LINE 1 ABOVE ON SCHEDULE A, LINE 29. IF YES, SUBTRACT LINE 2 FROM LINE 1 . MULTIPLY LINE 3 BY 80% (.80) . . . . . 48,302. ENTER THE AMOUNT FROM FORM 1040, LINE 38. 277,667. ENTER: $159,950 ($79,975 IF MARRIED FILING SEPARATELY) . . . . . ..... . ... 159,950. IS THE AMOUNT ON LINE 6 LESS THAN THE AMOUNT ON LINE 57 IF NO, YOUR DEDUCTION IS NOT LIMITED. ENTER THE AMOUNT FROM LINE 1 ABOVE ON SCHEDULE A, LINE 29. IF YES, SUBTRACT LINE 6 FROM LINE 5 117,717. MULTIPLY LINE 7 BY 3% (.03) . . . . 3,532. ENTER THE SMALLER OF LINE 4 OR LINE 8 DIVIDE LINE 9 BY 1.5 . . . . SUBTRACT LINE 10 FROM LINE 9 . . . TOTAL ITEMIZED DEDUCTIONS. SUBTRACT LINE 11 FROM LINE 1. ENTER THE RESULT HERE AND ON SCHEDULE A, LINE 29 . . . .

SCHEDULE A

STATE AND LOCAL GENERAL SALES TAXES

DESCRIPTION

10

60,377.

o. 60,377.

3,532. 2,355. 1,177. 59,200.

STATEMENT

11

AMOUNT

STATE SALES TAX LOCAL SALES TAX

2,150. 688.

TOTAL TO SCHEDULE A, LINE 5

2,838.

45 ?nnR _ n1nl;1

PR'R'RV

STATEMENT(S) 10, 11 .T~MRC;

'R_

h1n

?

JANES R. & M. ANITA PERRY

SCHEDULE A 1

2

3

4

5 6

GENERAL SALES TAX DEDUCTION WORKSHEET

ENTER YOUR STATE GENERAL SALES TAXES FROM THE APPLICABLE TABLE. TEXAS IF, FOR ALL OF 2008, YOU LIVED ONLY IN CONNECTICUT, THE DISTRICT OF COLUMBIA, INDIANA, KENTUCKY, MAINE, MARYLAND, MASSACHUSETTS, MICHIGAN, NEW JERSEY, RHODE ISLAND, OR WEST VIRGINIA, SKIP LINES 2 THROUGH 5, ENTER -0­ ON LINE 6, AND GO TO LINE 7. OTHERWISE, GO TO LINE 2. DID YOU LIVE IN ALASKA, ARIZONA, ARKANSAS, CALIFORNIA (LOS ANGELES COUNTY ONLY), COLORADO, GEORGIA, ILLINOIS, LOUISIANA, MISSOURI, NEW YORK STATE, NORTH CAROLINA, SOUTH CAROLINA, TENNESSEE, UTAH, OR VIRGINIA IN 2008? IF NO, ENTER -0-. IF YES, ENTER YOUR LOCAL GENERAL SALES TAXES FROM THE APPLICABLE TABLE. O. DID YOUR LOCALITY IMPOSE A LOCAL GENERAL SALES TAX IN 2008? RESIDENTS OF CALIFORNIA AND NEVADA 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 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.

6A ADD LINE 1 AND LINE 6.

12

2,150.

688. 2,838.

6B PART-YEAR DAYS RATE. 6C MULTIPLY LINE 6A BY LINE 6B. 7

ENTER YOUR GENERAL SALES TAXES PAID ON SPECIFIED ITEMS, IF ANY.

8

DEDUCTION FOR GENERAL SALES TAXES. ADD LINES 6C AND 7. ENTER THE RESULT HERE AND ON SCHEDULE A, LINE 5 AND CHECK BOX "B" ON THAT LINE.

14060812 786859 630

STATEMENT

46 2008.03051 PERRY, JAMES R.

1.000000 2,838.

2,838.

STATEMENT(S) 12

630 2

J~IES

R. & M. ANITA PERRY

SCHEDULE D

NET SHORT-TERM GAIN OR LOSS FROM PARTNERSHIPS, S CORPORATIONS, AND FIDUCIARIES

STATEMENT

DESCRIPTION OF ACTIVITY

13

GAIN OR LOSS

REVOCABLE BLIND TRUST STATE AGREEMENT FBO RICK PERRY DTD 9-13-96

<212,747.>

TOTAL TO SCHEDULE D, PART I, LINE 5

<212,747.>

SCHEDULE D

NET LONG-TERM GAIN OR LOSS FROM PARTNERSHIPS, S CORPORATIONS, AND FIDUCIARIES

DESCRIPTION OF ACTIVITY

STATEMENT

GAIN OR LOSS

REVOCABLE BLIND TRUST STATE AGREEMENT FBO RICK PERRY DTD 9-13-96

<354,782.>

TOTAL TO SCHEDULE D, PART II, LINE 12

<354,782.>

SCHEDULE D

N.~E

CAPITAL GAIN DISTRIBUTIONS

FROM K-l - REVOCABLE BLIND TRUST STATE AGREEMENT FBO RICK PERRY DTD 9-13-96

6.

TOTALS TO SCHEDULE D, LINE 13

6.

14060812 786859 630

28% GAIN

STATEMENT TOTAL CAPITAL GAIN

OF PAYER

14

15

28% GAIN

47 STATEMENT(S) 13, 14, 15 2008.03051 PERRY, JAMES R. 630 2

JM~ES

R. & M. ANITA PERRY CAPITAL LOSS CARRYOVER

SCHEDULE D 1. 2. 3. 4.

STATEMENT

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 .....

5. ENTER THE LOSS FROM SCHEDULE D,

LINE 7, AS A POSITIVE F~OUNT 6. ENTER THE GAIN, IF ANY, FROM SCHEDULE D,

LINE 15 . . . . . . . . . . . . . .

7. ADD LINES 4 AND 6 . 8. SHORT-TERM CAPITAL LOSS CARRYOVER TO 2009.

SUBTRACT LINE 7 FROM LINE 5. IF ZERO OR LESS, ENTER -0­

NAME REVOCABLE "BLIND" TRUST AGREEMENT FBO ANITA PERRY REVOCABLE BLIND TRUST STATE AGREEMENT FBO INVESTMENT INTEREST EXPENSE

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

PASSIVE LOSS

PASSIVE INCOME

3,000. 209,747. 354,776.

354,776.

STATEMENT

NONPASSIVE LOSS

17

NONPASSIVE INCOME

03-6092780

o. 24,224. 2•

TOTALS TO SCHEDULE E, LINE 34

14060812 786859 630

218,467. 3,000. 221,467. 3,000. 212,747.

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, 11. SUBTRACT LINE 5 FROM LINE 4. ENTER - 0 ••• • • . . . . 12. ADD LINES 10 AND 11 13. LONG-TERM CAPITAL LOSS CARRYOVER TO 2009. SUBTRACT LINE 12 FROM LINE 9. IF ZERO OR LESS, ENTER -0­ SCHEDULE E

16

2.

48 2008.03051 PERRY, JAMES R.

24,224.

STATEMENT(S) 16, 17 630 2

4S---.

JM1ES R. & M. ANITA PERRY

SCHEDULE SE

NON-FARM INCOME

STATEMENT

18

AMOUNT

DESCRIPTION TEXAS ASSOCIATION AGAINST SEXUAL ASSAULT

65,000.

TOTAL TO SCHEDULE SE, LINE 2

65,000.

SCHEDULE SE

NON-FARM INCOME

STATEMENT

19

AMOUNT

DESCRIPTION J.R. PERRY CO.

26,118.

TOTAL TO SCHEDULE SE, LINE 2

26,118.

14060812 786859 630

49 2008.03051 PERRY, JAMES R.

STATEMENT(S) 18, 19 630 2

JAMES R. & M. ANITA PERRY

FORM 1116

1

WORLDWIDE CAPITAL GAINS WORKSHEET FOR LINE 17

STATEMENT

ENTER THE AMOUNT FROM FORM 1040, LINE 41. IF YOU ARE A NONRESIDENT ALIEN, ENTER THE AMOUNT FROM FORM 1040NR, LINE 38

218,467.

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

21,737.

7

MULTIPLY LINE 6 BY 0.5714

12,421.

8

ENTER WORLDWIDE 0% GAINS AND QUALIFIED DIVIDENDS

9

ADD LINES 3, 5, 7, AND 8

10

20

12,421.

SUBTRACT LINE 9 FROM LINE 1. ENTER THE RESULT HERE AND ON FORM 1116, LINE 17

206,046.

50 ?nnp,.

n~nl:)1

PRRRY . •T.ll.MR.q

STATEMENT' ( S) 20 R_

h~n

?

Jill1ES R. & M. ANITA PERRY FORM 1116

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

STATEMENT

227,463.

1

ENTER THE AMOUNT FROM FORM 6251, LINE 29

2

ENTER WORLDWIDE 25% GAINS

3

MULTIPLY LINE 2 BY 0.1071

4

ENTER WORLDWIDE 15% GAINS AND QUALIFIED DIVIDENDS

21,737.

5

MULTIPLY LINE 4 BY 0.4643

10,092.

6

ENTER WORLDWIDE 0% GAINS AND QUALIFIED DIVIDENDS

7

ADD LINES 3, 5, AND 6

8

SUBTRACT LINE 7 FROM LINE 1. ENTER THE RESULT HERE AND ON FORM 1116 AMT, LINE 17

FORM 4952

10,092. 217,371.

INVESTMENT INTEREST EXPENSE

DESCRIPTION

STATEMENT

CURRENT 2.

TOTALS TO FORM 4952, LINES 1 AND 2

2.

INCOME FROM PROPERTY HELD FOR INVESTMENT

DESCRIPTION

22

CARRYOVER

FROM K-1 - REVOCABLE BLIND TRUST STATE AGREEMENT FBO RICK PERRY DTD 9-13-96

FORM 4952

21

STATEMENT

23

AMOUNT

INTEREST INCOME DIVIDEND INCOME J.R. PERRY CO. - ROYALTY

377. 28,043. 6,271.

TOTAL TO FORM 4952, LINE 4A

34,691.

14060812 786859 630

51 STATEMENT(S) 21, 22, 23 2008.03051 PERRY, JAMES R. 630 2

a

Jfu1ES R. & M. ANITA PERRY INVESTMENT EXPENSES

FORM 4952

4

STATEMENT

24

AMOUNT

DESCRIPTION J.R. PERRY CO. - ROYALTY SCHEDULE A DEDUCTIONS

986. 2,469.

TOTAL TO FORM 4952, LINE 5

3,455.

FORM 4952

NAME

INVESTMENT INTEREST EXPENSE DEDUCTION SUMMARY

STATEMENT

25

DISALLOWED ALLOWED INVESTMENT INVESTMENT INVESTMENT INVESTMENT INTEREST INTEREST INTEREST INTEREST EXPENSE EXPENSE C/O EXPENSE EXPENSE

FORM OR SCHEDULE

FROM K--l - REVOCABLE B SCH E

2.

O.

2•

TOTALS

2•

o.

2•

52 ? (H)

~

_ () -:{ () t:; 1

PH'RRV

STATEMENT(S) 24, 25 .TIl MRQ

R

h-:{()

?