Kbh 2008 Taxes Copy

Form

1040

O~~"r1""",1

tJ.

I

/ 011,., Tressury -

InWrlil' R<:"",nIlC

~r.,oe

For t!~l llear Jan 1 • Dec 31, 2008, N othPl' t~

Label {Sl~r.

1.. ~.ltlJcIICII)~.)

Usc the IRS label.

ELTJN R HUTCHISON KATHRYN B HUTCHISON

Otherwise, plCCise print or type.

Pmsidential Election Campaign

Filing Status Check only one box.

Exemptions

(')LJ

•

ChEclung abox

~ Clul:k here if \IO~, 1 2

or your 5PQ\1Se if ;ili,lQ jointly, \/Jant;3

t.tarriec filing separately. Enlel

IIllmc Ilere.

~pO~SC's

SSN

(;/(,;lI/]"1

you

;:)$

If you did not

get II W-2, 5ee In~trucil Dns.

r>1~l~e LJS~ fe>rll1 1040-V.

Adjusted

Gross Income

[EJ Spouse

. ., . . . . . . . .

..

(3) Dependent's (el::ltioI1Shi["l to you

Nfl. 01 c!liId'an

(4)

,f

I)tl6c

Q~"IIIY,"~"

2 -----=::...

who:

IlIIed

2_

Child rOI Clllld ";lhyou .....

OTER

B HUTCHISON T HUTCHISON

_

r.hllc (s~p. i",;truclions)

d,,~

to dlv••u

DAUG -=-==~\=~=-':'----+--...l,,:;:L-~ S4p••• tio'l lmt'9) ..

SON

(•••

-=-.:::..:..:..--

-I-----l..:..:L_

.

....L_.J.I........I.I_Add numbN'

_...... .

Wage~.

s"Iorics, tips. etc. Attach Form(s) W·2. .. . . . •.•. . . 83 TaXilblc interest. AI1Llch Schedule B if r~quireU. . . b Tax-exempt intQ(c!~t. Do not include on line &'1 ...•

not

L-_~ri~_·l"\t.rMd.bl)lJliIl

..l.-

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _---L

c.p9nll.nl~

011 fi(;

-..l.

::::::.::·f '8bl

.. .

_

1-7:---1

..........

15

I

:~';,.~.. ~I

..

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

b8~at-

359 .·f~-·'.:

41

--=6..::0..::1:...<....;1=-5:;:-:::.8..:..... ---:5~1.=:9~.

g'a Ordinary dividend!;. .o.ttach Schedule Sf reqUlr~J '1" ~ -. - f=9i::-a;::;±-'7~3'-.J,'-6:::..6~7__'_. b Qualified dlvld~nd5 (see instIl) ,......... _ _. ~bl 65 101. ':~·l':."~,~ 1(J TB;.;~ble r~func~. cre~lts. or cffsc1:; 01 zt.rte 3rJC locol Jnc,me1a~e$ ($00 ,n$'(l!cnons) . .... _ 10 '1 AlImony received..... . ............•...................... ~'1:--t--------1~

Bl~inp.~s

1::·

Capilal QJln or

10/1.

Other gains or (Io~es). Allach Form

1~,a

income or (loss). Alta>;:h Schedule C or C·E2.

(Io"~). At! Sen D if ~~qd.

Ii nQ: rC'Qcl, ck 1C'fC. . .

W

47n... . . .. .. . ..

...

I

... . .

.

. ..

~

12 1-::"3::--1-------::3::"',"'0:::-0=0-.

0

.... . .. .

. ..... f-1_4-:-:-t

IRA di:slribution:; ... . b Toxoblc amount (sec Jnstrs) !--'-1S'-"'-bl-16,a Pensions and ;:. Attach Schedule E. 17

En~luse, bu\ do n·)l Jttach. any p,yment /lbO,

..

will not

Las' name (~~ o~~~) • did no' _=='::;"':':;;;';":':':::'___,I_-----__+--------W·':::·:':"·':':":.:.: .. :'::"!-Ii~a witto~""

d Total number Df exemDt,ons cl<:limcd....

W-2G .lnd tQg9·R if tlx WJ!i. withheld.

~elow

do not check box fa. . . . . . .. . .. } - :~:.'..~76~~.1l.

"

_______________-----lIL....

"}

[RJ You

D Qualifying wi(j()',l/(er) with dp,pend€nt

(2) Dependent's socia! securilV nurrlbe( .

Firsl n(lme

llOUSTON

h~re. Abu ~ltach Forms

il uC'pcndcnt,

.

DC~rlde"1s:

~~THRYN

&. tull

Jbo~c

5

6a X Yourself. It someone c<w

1

Attach Form{s)

.i

.'lbOVil.

H~oo of household (with qual·tying person). (Soe instructions.) If the qualifying person is a child but not your dependent. enter this child's name here. ~

4

~

.~I..;.L_,__,:..::..:..:..:..o:.:":':":::

W-2

to go to :tis f~nd? (see Instructtons). . . . . . . . . . . . . . .. ~

Single X Mamec fllirlQ jointly (even It only OIlE h~ income)

a

(;

Income

numbf:!r (!;)

I:--.-----------------------------------J ch~ngc your tin or refund.

b X Souse.

If more than lour dependents see in:;lrucl,ons.

must C!ntcr your

social !jecunly

.i

lEi Fam\ income o( (loss). Attach Schedule F'. .•. .•........ 1~1

UnCn1pIO~'lllcnt compensation. . . . . . . . .

2Cla Social security berlefts..... 21 22

..

I 20a I

Otn~r

income Add the amo-lA';\s-;;-t;;' f,J;-ri'r; hl Coi~~n

. ..

n . 31a OlOO 32 - 35

a~'

Subtr~ct line 36 from

lIn ..

... ... 2.2 Thi~ i"

...::2;;.;3;,.J ••,-,0::...7.:...:5:::...:.-.

'071G~ "7 tl1ro~h-2T Thi~~-;';ur't;illli;;c-;;';e~ - - ';.l-::22::-+---....,,7;-:6~-1:--':"1";;O·4:--.

3.1,\ ~llcOtn ...... ml's I: prod uctlOO XlVI es "" lit Ion. " viC cnrl ~:JW . . . . . .. ..• Add linf'.!;

t-:::l-=-~-:-t---_~::-::-~,=,,=,--

21

Educ~tor

3(;

.

27 ( 14 7 ~ b ':Clxabl~ ~m~'~nt (*>~~. ir1st'rs):: J-=2;;.,Ob;;.r-

expenses (:;ee Ir'lslruefiors). . . . . ... ... . .... _ Certain bUSln~s (lqlOO~ts of re!:e:~istl:. performm~ cr1ists, <:nd. r~-b~~ g~vernlfl~nt or~:lals. MilCh Form 2\06 or 2106·EZ 2~, Heollh Sewings uccount deduction. Att3ch FOfrl'l 8889 2f; MOVing expenses. Attach Form 3903 . . .. 2,' One·half of self-employment :ax. Attach Schedule SE . .. . . 2f1 Selt-ernploycd SEP, SIMPlE, .:lnd qualified piMt. " . . .. 2!1 Self-employod heal1h in5urance lleducllclI (s:=e hS'J uClions) _.. ~(I Penalty on c'lrly wlthdr
-=2::.:S':-'--O~9_=9...;... 40 592. r--=-::---il-------':...:::...l:....::..:::..:::..:.. 1--'1.::.a-+ ~ _

. . .. .

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

-,.;;6...;.,.. =-==--=-:-__=___

23

.::?:"

I.q.::::

L' ·•.·" ··:;,1

f--!=2~4-1-

2S

;,:;.:c}

26

I·,.~· .y;

'Z7

1,111"'0

28

I:f!~!;i I;-}~:

29 30 31 a

I,/·fl ,.

32

1·/:",:/

33

1/' '(.: :,,:~

I~"·{'

~ J~

I:, 'r;.

. . .. ......••...... ..... .........•........ . .. r-.:-aEi::-t-_ _"'""'=~=--":"":,~O....;... VCU( adiusted moss income. ... .. .. ~ 'K7 761 104.

BAA for Dlsclosure, Privacy Act, and Paperwork Reduction Act Notice, see mstnlctlons.

FDI.4010JL

lO~1105

Form 1040 (2008)

pL:

3~~L~~~un~f~~,n~;7~~u~t~~g=~n~~~~)~, , , , .' , . , , .

Form 1040 (2008)

Tax and Credits

~Ia

Check If:

{IX][R]

" ,. , ' ,

' , ,. T01al boxes

D Blind, 0 Blind.

You were born before J"lnui:lry 2, 1944,

Spouse was bom before January 2, 1944,

~ 51 ~~: .2

I

;;,:~'.:;:',':

8

ch~cked ~ 39al

7;jft:".

2

b If ~our spouse itemizes on a separate return, or you W€r~ il dUal-status ~hf:H~ Set! 'n>lis and ck h~re ~ 39b 2,:;~'1z

C Check jf sta1dDrj dcductionocludes real eslJte tlxes cr diil:lster loss (>ee instructions), • . . .. • 39c for _4(1 I~mlz('(j dCd, uctiOfl$ (from S,chedule A) or :;our mrdard deduction (see left marg.n). . .. . .. _. . .. . .. 1-..;40~+----~8__=7~5~7~4..::... • Peopleany wtJobox c-.41 Sclotracl line 40 from IlI\e 38 ." 530 checked , ,.,."",.. .., _. , - .. , . _. . . .\-41..;":.,,...j..;;6;.,;7..;;3;;.t..=..;;.:... on line 39.=1. 39b, 4~: If Ime 38 is over $1 19,975, or YC4apwJided rousing to e M,dIt.·estem :1Jsplaced indiVidual. S~ I nstructIOrl!i. .\;iol".:i.\ or 39c or who' Olherwlse, mulllpir iJ,SOO by lhelo~1 rlumber C'f e'(frnption~ c.BlmedJn line 6d _.. . .. _. ~42~i....:9""",3=-3,;;;2..;.. can be claimed .4~: Ta~ahll! in~ome. Subtr
,..S-t..-n-d-ar-ci-----, OcduCllon

f:i?2.

:e:l::t:::i~[1S. ~I

Tax (see

ins!rs).

Check if any lax I!> from:

:

E~~~~~~~l.~ .,... ,,,,,,,,,.,, ,,.,.1-44.:-t-__. . :1: . : .9.: :1J. . .:O: .:2~4~.

Single or Married 1i1ing separately,

4~,

AI~rniltivt: minimum tax (:;.;-c in$l(uclio'1~). All<:Jcll Form 6251.. .

4(i

ACo Ilncs 44 Llnd

$:',450

47 Foreign

Married filing jointly' or

t.3)(

~

,

,

credit. AHach Form 1116 if reqUired .. , , , . , , , , ..

51

Retirement S;.wl~ contributions credit Atlach Form 8880.

Head ot household, $8,ODO

5'1

Sti 5j'

Other

Stl

'faxes

S!l 6(1

Payments OJ

qu':\llfying child, .)tt
L

61, 6~:

:;·li:~'.!

;:';:;(

,',,;,:';:: .

'¥y;,::~.

Refund 8irect deposit? See In$lruclions Clnd fill In

no. 73d or

~nd I-orm 8888.

Amount

You Owe

DltJer crs

tlom F~m:

ao D3roJ b

J

8801

0

C

:f;;:~1{,; i!J~~8if

54

Add lines 47 through 54. 'fhese ,lre your tOlal credits .. , . , ..... , , .. , , .' . , , ., , .. , ., . , .... 1--'-55-'--+-_~__ .~~4_2......:..9....;... Subtr
Self-e-npoymerJt tax. Al1aCh

SCh~ule

St..

'"

, .. ", .. ,.,

C

,.,.,.", .. ,.,

D

Unrcl)jrted social security and Med~~are till from form: il 4137 b 89'S ..• , , Addltl(.Yl~1 bx Gr IRAs :Jthcr qualified retl~emEf1glar:;, e1.C. AttaCh FOHn ill9 If r~qul~ed .

Add~tlOn~1 tal\'eS:.a

[j AEIC paYI!I~lll,

Add Iln~ %-GO. This i3 VDlJr to~llnx.

b ....

,, .

~ !i,)U$(,4'o'd tlllploynlcnt t~~es. A1ttl~11 Scllooule ff . .... , . .. ,.".....

f-5.:....7--t

_

, , . ,. ..,. f-5=.8=--t_.. 59

' ... ' ..... ' .. ,.".,.,.

~

_

~6()~~=~=======~~1~O::3~B~~O=. 61

200 975.

FcdCI\llincomi:U!xwl1hllcldtramFarmsW·2and1D99." 62 155 391," :~( 6~1 2008 estimated 1.1~ payments arid am:xmt oWl led feem 2OCJ7 re-JJrn. ' . , , , 6 3 11 0 380 '.:/i:~.\ 6401 Earned illComc crcdit(EtC) .. ··1···· .... ,. _...... '""""'64.=,8;:+-[,,,';(.:·,;,'.<".. :-:::1 b NonwKalJle comb.! p~y c!~ction. , .. ' "'1 64bl I.' . "'~/!;

6!; ExcllSs social se:u'ity ~mJ tier 1 RRTA tn Withheld (s~ InstrucIIIll'IS). . r-=65=--t--_~ -----1'<,\,;,:;;,.:';';;""J 6ti Additional cl1,ld lax credit. Attach form 6812." ... , , . , , ,. . 66 ~;".\ 67 "-moun! pjld with rcqU:SI for axtewoll 10 file (~ee instruction,). ... ... 67 .:," 6ft r.rel1i~ 1rcm ~orm: a 02~J9 ]) 4126 ~ SSOl d D88S5 68 :<;f,~~

{j~'

Thir~

200 . 1.;iX·,,·

~~; ~:~~~r~~ed;~~ i~~Dn: ~n~~ FOg: l If r~l~ 5695 . , : , . ~

' - - - - - - - - 5fi

73c,

22 9 .·;<,i~

51

5(i

---=-"='""'--co--=--=.O..:,..

..f.".46,.;,;,+__~.;;;1..;;9..;;1;;.L.O:..=.2.:4..;....

48

49 50

.. .

OU<:lil1ying wldow(er), $1 O.~OO

- ' ... _. f..45..:.;:;.-+--

47

Credit for ~hi Id arid dependent c.'lre elpen~es. A.ttach Fcrm 2441 . . .

4~1

.,, .

~I

Credit for the elderly or the disabled, Atlach Schf::du'e R.. , EducaMn credits. Attach Form 8863. , , ..... , . , ... , , .. , . . .

If you h<:l-.e

.. . .

,...

0

D

7(1

Flrs1-!lrne hOrr1~?;l)yer C(odil. All~cll Form 5405 .. ,. . . . . Rl;ICOVl;!IY I('Qotc c,-edit (500 wOI·ksI1eet) •. , , . ,. , , . , , .

71

Il.dd lines 52 :~rouQh 7ll. These are vour total DlIVmerrts

n

is roorc !h:n lifIC 61, ~ubtract line 51 from line 71. n.~ I" the ~rT()ullt you overpaid. . ... .... 72 Amount of line 72 you W~t1t refunded to you. If Form B888 is at1r.chcd, check here. ~ 01--'-73::::...-8+---------

7~lll

~

If line

7" 7(.

<

•

•

•

•

•

•

•

•

..~::: .._ •

•

•

•

•

•

•

•

•

••

•

~

•

71

195 774.

r

b Routing number • d Account number

7~~

<

69;i,!,~:(

70

"-mOllnt of line 72

YOlI

I"

\ , ..

want

t;;lX

D~n;;llty

I

applie~ to your 2OO'J estirn~ll'!d t~~ .... , ., ~

Amount you owe. SUblract lirl~ 71 11l'll1 LI~ 01. FJr ul:!lolb

E~tin-.ated

c Type:

Checking

II

!

(!;E!P.

instruclillr\"'~

\/II

0 Savings hp,i

I:":;;' 1'"ii}1

74

how l~ Pill, ~II€ In~1r ~\ion ... , ... , .... , , . _.,

I 76 I

5 983_

... 75

782. Y:C,'! '.:};:t',:.;;(;r:;~;~:;J~l':tl'~'
Party

.QeSIgnee Sign Here Joint rcti"Jrn? See Instructions. r<eep a copy

f'Jr your recards.

Undm reno1tie. of perjury, I declsre lhEll I Mve ~llarnincd th,> return iln" ~ocnm""nyi"iJ r,o-,~ci\,I~~ "nd ';\~tl;)r'lI;"t~ .,nd h \~ k~\ of m~ kn(lWIClIQ" ""',1 ocl,,:f, \'''Y .,... I,,,,,, (1)''''''.1, M.1 cCillplele. DllclaratoOl1 O! preparer (other man taxpayer) is based e>n ail informa~on of w1ich preparer h~ any "1C'..(led~c, Y()ur

~llJIlalUl

e

~-----:~---;--_:_;__-:-IF-:==-=:=~<=:_:_----f. SfXil.F..t'I'''; !oilJ"".,IL.rn. If .oi

.

.~

PrOllilrc·'. ....

Paid

~atur9

Preparcr's Use Only

FITTI'S fI"l~

,.

(Or vOur;So;1

..

:I01f'CmDli>vc~)"

[IN

nd~:e~"...nd

<:IP

PhOflC ft(l.

C.l\rKo

6,082. FDIAOll2L

10!l3105

Form 1040 (2008)

p.3

Underpayment of Estimated Tax by Individuals, Estates, and Trusts

221 0

Form

~

O~p&rtm@nt 01 t/I~ Tre<>sllr1 Ini~"l,~1 ~~W"'II,JE!' Service

2008

See $ej)arate instructions.

Altoch",,,:tl O~ $OlQL~"'. No. Q

.. Attach to Form 1040.1040,6., 1040NR, 11J40NR·EZ, or1041.

ELTON RAND K1'.THRYN B HUTCHISON

Do You Have To File Form 2210?

.....-------------------,

Complete lines 1 II-rough 7 belDw, Is line 7 less U)"Jn ~1 ,OOO?

Do not file Fonn 2210. You do not owe a iJen1llty.

No Complel£' lines

8 iJn
Yes

line 6 equal 10 or mort! than line 97

1

l'f Form 2210).

No may owe a penalty.

You

You do nat 0'1'10 a penalty. 00 nol1ile Form ZZlD (but If box E In Part II applies, you rnu~l lile POlQe

Does any box in Pari II below
You must file form 2210, Does box B. C, or 0 apply?

YOLl must figure your penalty_

Do notlile Form 2210. You
"ou ilrl" not rl"quired to fioure yO.Jr penalty becCluse the IRS will figure it :lnd ~end you a bill for ..ny urp
mo.

[Parr) i:tfE§J Rcguil'cd Annual Payment (see

instructions)

Enter y our 2008 lOlX after credits from Form 1040, :,n!! 56 (~p. in$tructions if nat filing Form 1040).

,

2 Other

l~ Xl;'!$, ind.Jdin(] ~elf·employment tax

(sec in:;\rucl,onG)

,

..

--

.

_

...

.......

.

...

1

.

:2

- ...

.

I,:;i~(;:)

3 RdunrJ
tO~31 of VO')( !';,\rnpd income crEdit, additionClI child tax credit, credit for federClI lax pale ,m tuels, hO
.. ..

... ..

4

Current year tax, Combine lines 1, 2, and 3. If less than $1,000, y<Ju do nol OWe;) pAn<'llty; do not file , " ' " , ," " . ... . . . . . . . . . ..... . .. Fonn 22. 10. , .. " . , . . , """'.",.,

5 EJ

Multiply line 4 b)i 90% (.90) ..

Withhol ding t<:1xes Do 1'101 incluce estimated ta.~ D;:-jyrrr~nh;. (:;t:t!

7

Suolr<Jct line 6 from line 4. If less th
a

Maximu m reQuirnd annual payment rosed On priQr' yC;;Jr'~ tOlX ($ec instructions).

9

Require d
.. ,.

..

o.

0

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

smaller

Of

"

•••

..

.

,.".

I

.., , .. ,.".,.o,,··W

line 5 or line 8, ,

0

.....

. .. _ ... .. '" do flotlile Form 2210, .. -'

.. -

.

3

O.

4

200,975.

180 878. ,0;i'&~;

,n~',fl.lClions} ....

.... , ....

,.'

190 595. 10,380.

,

'."

....

.. , . ,

...

G

I,

..

7

I

- _.

8 9

,I., .

'"

. ... " . , ..

...

"

. .

...

!,

155,394. 45,581. 210,354.

180 878.

Next: Is linQ 9 rnorc than line 6? ] No. You do 'lot owe a penalty. Do not file torm 2210 IAllcss b,'x E below applies.

~ Yes.

You m<:,y owe a pe~lty. but do not file F'onn 22'10 unless one or more boxes in Part II below applies . • If box B, or l> applies. yOu Y'f',~t flgLlro your penalty 3f1d file Form 2210, • If only bOx A or E (or both) applies, tile only page 1 of Form 2:!10. Y01.J ore Mot rCQi.Jired to fjgure your j)C11OJlty; the IRS Will figure it ;Jnd sond y:>1J [\ bill fO! 3ny unpaid ..moun\. If you want 10 figure your penJlty, you may use Part III Of IV as CI work~hf:lf;!l c1rHJ f;!J1ll;'r our nalt on your tall return, but file only page 1 (If Form

c.,

mo.

,2arrJr.:,::;;f,;IVJ! Reasons for Filing. Check applicable boxes. If none apply, do not file Fonn 2210.

0 You rcqLJCSl2 waiver (see 'n5trl.Jr;t,on~) of yOur cn\lrc penalty. You mu!>t check thi<;. box ond file p;3«;le 1 01 Form 2210, but you <)rO not

A

reauired

to f,gurr. your penalty.

B

0 You rCQI,JC'~t ~ waiver (see inslwctior'\!') of pml of your penally. You must figure your penally and WClI'lier Olrnount Olnd file Form 22- 0_

C

[l Your incern; Vi'Jricd durinr;J tl1e year and your pon.;Jlty i~ roducod or eliminated when figured using the itnnv..l~(!d inc;:ome installment -

mrthod. YOll must figure 1he penalty u~ing Schedule

AI

and hie Form

2210.

Dwi\lJh<:ld, Your pen
D

1I1~lcCld

E ,

til~

0 You filcc or 3re filing a jOint return for Qithor 2007 or 2008, out no: for both yeClrS,
1 of

Form ?210. h,JI you ijre not reguirt"d lo figure your penaltv (unless box

BAA For Paperwork f~eduction Act Notice, sec sopOlra1e instructions.

FDIZ0313L

6, C,

or

I!;

0

sm"ller than line 5 i.1bow. ::;leellcs).

Y()U

Form 2210 (2:>08)

~Z'Z,iO'J

Form 2:210 (2008\

ELTON R AND

LP.ar.t;:JV;{;~j Rcaul~lr MethOd

KATHRYN B HUTCHISON

P
(See the InstrlJctioO!': ify.ou :UP. filino Form 1O4ONR or l040NR.EZ.)

l!,!t;;

Payment Due Oates

,1>:~;:

Section A - Figure Your Underpayment 18

p.4

R~quired ins;tallr1ents. If box C in P;:M\ " .a~lie$, enler the .omounls from Schedule AI, line ?~. Olherwlse, ~nlQf 25% (.25) 01 lir.e 9, Form ?.210, . .... ., .. Ir each column, ", " " , . "0· •

.

(a)

(b)

4/15108

6/15108

(c) 9/151Q8

(d) 1115/09

....

18

45 219.

45 219.

45 220.

45 .220.

tions). For column (A) only, ellso ontof tho amount from line 19 c,n line 23. II line 19 is equal to Or more than line 18 for <)11 p<Jymcnt periods. slo~here; clo n01 owe 3 penalty. 00 not fi~ Fol'm 10 un ess you checked;l box III Part II . .. . . . . .............. ..

19

38 849.

38 8<19.

38.848.

49,228.

38 849. 6,370.

38 848.

,.;,~r:}:::;':;;';k)~?%~f!.*-r(./;~t;;:~;-,::

12 740.

49,228. 19 112.

23

38,849.

32,479.

26 108.

...

24

~j:';:g;i',S;i!0:~t~;;~i;;;

O.

o.

~

25

6 370.

12 740.

19 112.

"

19 Estimated talC paid tlnd tax withheld (!>ee Jns1ruc·

rcou

CfH77p!off1 lines 20 fhrough 26 of one column

r',::.,'<

before going to Nne 20 of the next cell/mn.

20 21 22

23

enter tile ~moum, if any, from line 26 in 1he p','violJs c.olumn .... ... .. ..... '., ..... ... ZO Add linos 19 ~md 20 . , ,, , 21 Add tile 3mounts on linE's 24.& 25 In pre'o"ou:; column. 2Z

..... ....

.

. .. .

.

"

~

••••••

I

••••

Sul)lr
.

24 IIlinc 23 is zero, subtract lille 21 from line 22. OtherwlsP-. €r:ter

-0, . ... ... . . . ..

"

~

..

,c·

., -

..

,

Z5 umleiOlymerrt. It line 18 il> ~u
lint! 20 cf Ih~ ne;(t column. Otllerwise, go to II"'e 26

I~'\;(}:~:/' ::",,' .,'

:;::':""

.-:' "',

'/. '1....~.J~:~'{,~~1~,; :.~'.~:'i:J.::).~ ~riot~, ).t~,

26 Overpayment, II line 23 i5 morc th~n line lB, subtract line 18 from Jine 23. Then gc to line 2: of the next C<J luna... . . ..

Section B - Figure the Penalty A

~ p

27

I

l;I

28

or 6130108, Vlhicr.ever is cilrlier . Number of Unde rptlym'~n t days on (me 2"1 x on lone 2!i (~~

1

I 4115/08 Days

July 1, :2008 29

E R I

30

2 R

)(

,06 ...

31

32

R A

28

$

x

days

"''''vtl.('''';)

30,2008

~~Jine 29 x

D~ccml)cr

.OS

29

~

30

$

31,2008

'~umbcr of days from the dale shown OIbove linc 31 to ~he date the (lmoun1 on line 25 was paid or , 2/31108, whichever IS earlier. . , . , .. , ., Numb0r of Undorpoyrn~n1 day5 on line 31 x On IInr: 2~; 366 ;x .06 ...

$

.,;b
Janualry 1,2009 -

~

$

$ 12131108

1/1 ~/09

12131/08

April 15. 2009

33 Number of j;3YS from trle

d.:!le shown above line 33 to tllO dale the amount on line 25 was J)ald or 4/15/09. Whichever e1lrli~r , , , . NumbGr of UlJ(J erpaym:H I I line 33 on line 25 x d
I,

n I

o 34

3S

6J15/08

63.70 $

12J31 lOB

T

o

on line 25

(~"'"

3

P E

D~'

9/3(J/08

R I ()

Undcr?oyrn~nl

October I, 2008 -

E

a

5<'pt~mbl!r

~,umbcr ot days from 1~1t' dale silOwr, C1l;u,,~ 1111'" 29 to the date the amount on line 25 W{):) pOlio or 913D108, whichever IS e
A T p E:

"'''Ie'" _.'c.'''';;:''.. '',:.

6:30/08

T E

D

: .N· ','i':\

.c

p<.1id

R

a

15 104_

34 of one column before ooin{l to the next column.)

~":;':~}~

W
365

,n!Jr\ICl,CllI$)

A

p

~ . . . ).&1~'!jj:::j;

Numot'!r (It d;lyS Irom tho drltc shDwn above Ilrle

27 to the da1e the amount on lin'" 25

(; fl

o

(Complete lines 27 through

A~riI16. 2008 - June 3(1, 2008

E

~;f

:.f.""'·:it:;;'';

. . . .. _. .., ... 26

. .... - . . .

30 116 . ;'~'d'"

15

33

9D

39.27$

186.21

Penalty. Add all amounts on lines 28, 30. 32, ;;ind 34 In ali columns_ Enl(lr lhe 101al here <Jnd 0'1 Forn'l 1040, lin<~ 76: Form 1040A, IirIC' 48: Fcrm 1040NR. line 74: Form l040NR.EZ, line 26.

Do no~ file! form 2210 unl~ss

YOU

cheded a bel( in Part II,. "", ... ,.".",.". ., ... " .. ",

~

35

$

782.

Form 2210 (2008) ~DIZOJ1JL

02.'25J09

_..

At..g :24 Og C.Y2ZZp

SCHEDULE A f1~ Tre_rry

Internal ko\lCfllJO Service

(99)

~:~scs

TilX~

You

Paid

07

..ll:ll YY_ex.ex.~ SOC"",laI .. _Ye", urlly nl6l1e...-bll_' ~

_

iiY."'\;;~

2, 861. ft;r1~~ 57 083. J~;,~::

~'Jg;,!

L.__---1".i.,.i .

o.

4


5 Smte and lcc.'-'ll (check OI Jone b01<); a Income t~)(f!S, or

[J

6 instruction~.)

S.Qu.-:,C
CaLltion. Do nol Inc!ude expenses reimbursed or paid by others. J!i;!./f 1 MedlC<11 and dental cxpcm~ (sec ,n~tructiJm)i' .. '1' . _ . . . . .. . • .. •• 1 2 En!llramountfromFormlCl40,line3!l 2 I 761 104. 3 NUl11ply line 2 by 7.~% (.075) , .. ' L._3----'~ 4 Subtract [I'le 3 from line 1. If lim~ 3 IS ITIO'P. IhH'l liOl~ 1, f!nler -0-. . . ...

"~off:,"~

1l[~General~ale~taxe~

(See

Att.KIH'olI1\

~==-~_-

K}~HRYN

~(l. 154.~.OO74

2008

~ Attach to ronn 1040. see Instructions for SChedule A (Form 104
...

ELTON R AND B HUTCHISON .N:::JI:::::ne:.(.:s):.:s.:.no...;,.:.:,'_o.:.n::,.-o;.:rm:....I04O~=.::.;;=:.......::-:=.:;..;==..;;.;.:.- : Medical and

0M1l

Itemized Deductions

(F' orm 1 (140) [)epartrnt'nl 01

p.5

Rf!al Gstate iaxes (see Instructions). . . . . . ..

2 995.:t{;'};~.:

5 .,, 1---"6-+ . . . _ 1-..,..;.7-+

.,. ,

, Per~on31 property t:lxes. . . . , .. .,... 8 either t3xes. List type and amount .... _ _ _ _ _ _ _ _ _ _ _ _

..::3;....8;..,L...;. ,8...;.7..;6:...~~t·H;~::

-[·),";;;,,:·

,;14·'~~ ,::;:/~~i~~~!

:'~~;~~.~''"

41 B/I. tnterC!s,t

You Paid

10

10 !iJr;1C mtg in1erest 31d pcints reported to you On Form lfJ:!l.. .... .. 11 Home morlQill/€ inleres: not repC1'lcd to you on Form 109E.I11101~ tc till) ~cr>on frr>m 'Nhom you bought th8 oome, soa im.tructlan~ and shoo th2t perron's name,

IdCrltfYIn~ f1um!>cr, "~d ilddrcs~

46

::t)~7f ""':'.'

ifJ1eres.t is not deduclible,

Gifts to

Charity /1

~'OlJ

mild",

qift and Qol ~ bl"r'1efl t (or it, see

;3

in~~ructions,

12 f>'1 rm 1Cll rp.portod to y()U 011 Form 1098. See instr:; for spcl rules ... , ,.",.. 13 Oualiflt~d mortgage insurance premiLlrr:; (see I n:;lruclions) , , , .. , 14

Illv~t;lrnl::!nllnlerl'::;1. A.\t()cll FOI'r'14952

18 CarryovP.r 'from pnor year

'

19 Add lines 16 through 18, ....•...... , Casualty and Theft Losses

. , ., ,.

i~'::'"

13

.::'i:;

',i

23

24

:i;';<~'

::;~':;;::

-1~~~~&; -If;~;;;;;:-

,., .. ,. .", .. '--1...;.8

.

_.. ,

...

;i1.:;:i,

Other Mi 51;;e-llilne(l\ls

5,597.

20

o.

::;,i;/,~

I",::';'::' 1-",: lif;~;.;::

r:,;/::'~)':;

:jf~"'7

'.,N:,/.:

Olhar

c)(pCn~e5 -

investment, sate deposit box, etc, Li5t ..

~t:f:r

~;,;;;.

-;;.dd li;c;- 2i th~o~gh 23--: ~ ~ ~ ~,~ ~ - -,~ - ~.~ -.~-~.~- +.::.~;;;,:+-------.,:. "',

5~~:,;:, 25 Enter amollnt lrofT! Form 1040, Ilm!;,8.. . .. 1 25 I . .. . .. _., Z6 26 Multiply line ::?5 'J'f 2'% (.02). .. . . . . V SlJblri-JCI line 26 from line 24. If lillC 26 is more thJn line 2..::., enler -0-, .. , , ' . , . , ... , , " 28

19

------------------------------~~~----------~kl~~~":~,\~;'1 " ~22=",.+_-----_-___I.')::',.,@;.:.<'] type <:Ind tlmounl

ins1ruc~iOr'ls.)

(16,118.

S 597. :"-;'-'I\:"

:~I\:»;'

LnreimbursC'd employee cxpcnse~ - lOb Ir.3\1el union due~, J(lb CduC3tion, etc. Attach Form :l106 or 2106-EZ if r tll1uir"'d. (Sf!~ inwuctions.) .. ~_ __ _

'::'.~'.

15

1-.~...:,~..:,;_."I+

22 lox preparation fee~, " .. "

(See

",,~"

89 .I;f}!~

'2

20 Car.ualtv or theflloss(e::,). Attactl Form 45Bl-. (Sec Instruction~.). ..

Job Expenses 21 and Cerlaln Miscell:lneous Deductions

!;,

~,

(Sec 1"Slrs.). . . .. . ' ". 14 ., 15 A.dd lines 10 t11roU'.I11 14...... ,j::',,';.: 16 Giift:s by C
~~~re$500 ,i~~tr~ctio~5. :o~. rnUS~ .~t.l~ch ~ ~r~ .~83 if. .

I:z;.t· I;~

if required.

17 (Ith':!( th<)n by cash or chcck If any gift of :::250 or

t-~,~",/\

I':;~'"

}~{{i,~;

--

========::=::::::::::=:::=::=]i~ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - l'

Note. Perso/VlI

029.

Olbcr - from list in the instructions. List ty;:;e and (l'TIQl,Jn\ ____

......

-

__

-

-

-

__

-

-

-

__

.....

-

!,;,~;;;"

!j:;,::;;

__

0,

,,'.. 2.,

~

• );;:,\/. -

-

-

_

....

.0-

..........

~;;.;:.'?;;::.;

~ductions

Total

Itemized

o. Z9 I~; Form 1040, 11n~ 38, over $1:i9,9:iO (oller $19,975 if m~nif'rJ filing separa1ely)?

Doduetrons

REDUCTION - 6 012,

[J No.

30

Your deduction is not limited. Add the amour.is in the tar right column for lines 4 th'ou{',h?-8. Also, ent~' this amQur.t on Form 1040. line 40. r~ Ye5. Yuur' do;l~u(;liOII ,n"y be limited. Set: instructions 'for the amount to enter. 'L_" If YOU elect to itemize dOductioos cllfn thooah tr~' are 'es~ th:1n yoor ~tand8'd ~Jctlnn chP.d<; hl!rp- ..

BAA For Paperwork Hoouctlon Act Notice, see Form 1040 instruction:;.

ffiIA03C IL 031ct;oi09

J

n

--

29

87,574.

~;.~;~f'i"', :I.~ :;~+-: " c,;'lt~ i"l: ':~: -'f :?;:~:l':IlI~'·: ; ;,~'ft:~ ~ ';w'~;); :~• l ~&~I& +,\~·~;,ei-,~~\\;~ • 'I'C/'/lf'''''''f!

'~~'/~I!;&lr.(~~~."i;.:~, '~I'

'; ';~::·"nil.1I.:{··, """, "·V".:N:;,

'" "II

,

SCllCdulc A (Form 1040) 200)3

-

A4) 24 09 0224J

-

~chedule B (Corm 1041) 2008

p.6

Name($) snown on Form 10<10.

ELTON R AND

KATHRYN

Part I Interest

1

B HUTCF.ISON Schedule B - Interest and Ordinary Dividends

_

_

109. 10.

_

120. 18.

_U~~ _E~~A~PJ.._~E_RY~Cj:§_~.Q1.

_

_U~_S_E~~T...L[E.P.§~L_~~.QItg~tO~

_

28. 13. 221.

,»~O.f_~.f.:~I_~_7_S~h

(Sec ;l1strucbor.!: ~ar Form 1040.

,S:~_~~IJ]: ,;rg_M_O.s~_

i I r"le 3fl.)

]_R.912.US1§. J~lN§~SJ _ ~.jl..:.

§'
r('!:C~I~ ;1 (io'"n

,j'JbRI_N~,!:O~_f.;!u.:.rg¥_ ~Q}]_

10)')·:'IT, Form :O'~·OID,

~.ub£hlu1e

~

--- __ -

~r_~OB~~_~~2

Noto, 'f }10"

AmOllnt

Lisl name of pRyer. It nny interest 15 lrcm a seller-tinanccd rnortQOlQ~ Olncl the buyer used the prope.ty as ::J pmson<J1 residence, see the Inslruelior1s <Jnd list this intQ.cst first. Also, bhow 11101 buycr'~ social 5ecurity nl.Jrnber ilnd addre~s.. . , ..

_

_ __ _ __ _

_

_ _ _ __ __ _ _

,

or stc181i1ont

~((Jn :t btcMer';Qe 1lrm, 1i!";1 the flll'I'''1'S "if'1"T'W': ~~. Itt": 1""'yt':1 aftll l.'11l.'( tho loti' I

00

(~ue(e~t ~1lOwn

tlut IQrrn,

2

-------------------------------------------r~~-----~Add the
3

Excludable lnte>rest on 5E!.ies IT !md I U.S. !;Dvil1ll:; bonds ISSUed .3fter 1989, {l,ttach Form 8815 ", , , ,.,.,

4

Subtraclline 3 from line ? r:(llpr lhfl result here and on Form 1()4Jj line

Note. If Ime 4

I" OV~.

,., .. , .. , ,.~3~

Sa,....... ..... ..

_

519.

4

$1.500 you l1lu~t COMplete Part III.

Amount

Part II

Ordinary Dividends (See

In~~lnJ(':\lons for ~orm 1040, line 9.3.)

Not".ll va"

reef tvi!d'

9

Form

1O'l~.OIV \)(

Sut>Sllllllc ~1~lclnl:"1

"'om 8 !lrokeraoe film, I!'>.I :hl: ni'rrll~ ;l:;

lH'III'~

U'c f,J.:Jycor

il 0<1 c~te' t~e Or.r:"!I",'ry 1'1lVlrlMrts

s-t,-,)"""r- en th.;t

rN'rrI.

73 667. No1C'. If line 6 j<J over $1 500. VOIJ mLlSI complete Part III.

Part III Foreign Accounts

and

You rnLl!>t complete this part if YOU (a) had over $1 ,SOD of t3xable interest or ordinary di~id€r'lds, or (b) 11iv~d a distnbuhon from, or were (I or
<J

Yes

No

Z,~/i~:t,'!i: .~1';~,b'-:~, .;,:


7a At

Tn.Jsts (See

b If 'Yes,' enter the n;;me

Inslruction,'.) 8

ot

the foreign country. ,.- - - - - - - - - - - - - - - - - - - _ - _ - _ -

During 2008. did you rcc~ive a dis1ribLJtion from, Or ..... ere you the grantor of, or tr
BAA For PapefWork Reduction Ad Notice, see Form 1040 Instructions.

FDIA0401 L C9125IC18

h{';';~I:'«r) X

S:hcdulc B (form 1040) 2008

-

At..g 24 09 02:2~

SCHEDULE D (J1

tloc

OMIO No. 1~·0074

Capital Gains and Losses

(Form 1040) OOjJfll'1nlCl11.

p.7

2008

"Allach to Form 1040 or F'orm 1040NR. ~see lnsltl.lctions for SchedlSle D (Form 1040). .. Use Schedule ~l to lis1 additional trllnsactions for linl$ 1 and 8.

TrCol\~tr~

Intern31 Revsnue Serv,ce

:99)

,6,lt,9dVl1snl

Sequence No.

12

ELTON R AND KP.THRYN B HUTCHISON Lpi'ifT+;~) .:.1,., t"" '1 Short--rcrm Capital Gains and Losses - Assets Held One Year Or Less (b) D~,lr. ..r.Quirml

(a) o.e~"cption Of

fc:g~~~~<;~od~~

(Me.

~:S)l.

!.O~ (Mo, (lay. ;1)

(d) Sales

(c) D.,1e

yr)

(soc

llflal

irnl,~cl1On:;)

(f)
(e) Cos! or OlI">er Mol!

S(JW~CI

iflolfll\;tiomo)

(:>00

1

VARIOUS

6/10/08

167.

174 .

-7.

12/10/07

11/19/08

559.

1 154.

-60S.

~iIWNICIPAL

VARIOUS

6/10/08

194.

180.

14.

PIMCO I:-fUNICIPAL I I

vARIOUS

6/10/08

524.

534.

-10.

VARIOUS B/27/08 1.072 EDS 2 Enter :;our short·term totals, if :::my, from Schedule D· ~ , ilne 2 .... 2

22.

13.

5. 13.

12 BLACKROCK MUNICIPAL

46.051 HEN"DERSON GLOBAL 12 PIMCO

38

:3

T01al sho!'t·term sales price amDunts. P.dd

27.

,~_,.'- ~;I :::')!'l;:/i(;),-'i~t?l.>lfJlJ¥~,~ ~'" '~fi'~ A~·~i;i. ,,,,,~~,, V{1~ ~:,,~:q),~'t,. ;,':;:, .,""" ., ''',~:I.1 ,·;N'i-'AJt '''.'';''''-1;'; .iJ~f

;ft~~vl~§~:;'~·~jl{~[i;;:BrEi~?;

1 and 2 in

!in~~

.~ ;.A,'~rJ ';~:;.:~~~;:~;~~~~i){!~:k;'{~·:, ~') ?:l';

.. . .. .. , ...... .. , . . ..... .... . 3 1 484. \~:I,'~~'~;:;~~:!}~~;:;'I:~f#>;;;f~'ir:.\/ 4 Short-term gain from Form 6252 C.lnd shOlt-lcrrn gZlin or (Iof.s) from Forms 4684. 6781, and 8824 ...... , .... 4 5 Net :;;l)ort-lcrm g.)ln or (105:5) from pMtnerships, S corporations, e!;tates, and trusts from Schedule(s) K-l .... 5

colurT1n (d). ..

.

.

"

6 Shod-torm capltallDSS cL'lrryoll(!r. Enl~r the
0"'

!Part;u+Jid Long- ferm Capital Gams and Losses (b) oale

(d) ~"''''' Dr>;"

(c) D.lto so'Cl (1'.1". cay. \'01

8ICQUIIO:l (Iol~. U")'. "';

"'I'"

-590.

Assets Held More Than One Year

i,""'- .

(a) oes: ',ptlon CJI i'r<1p"lly (Edll>Plo: 00 ,.1 )/,Yl CO)

6

7

{~OO ll1~('l)(t'Of"1S>

(~) Co~;l or nth':1

h.r.e:.

(I) GII;n or (IQ'")

(~t)1) l1'\St~lio':;;~

5ubtr:]..;~ (~l

fro."

(d~

8

267 BLACKRDCK MUNICIP1I.L ~494.833 2U1RTFORD CAP1TAI

VARIOUS

6/10/08

3 715.

3,976.

V.ARIOUS 11/19/08

2S 093.

50,637.

VARIOUS

11/19/08

6 OOL

10,487.

VARIOUS

6/10/08

4 368.

4,038.

6/10/08 VARIOUS 796 PIMCO MUNICIPAL I I 9 9 Enter your long·'crm totals, 'f ;my, from Sc!',odule D·', l,ne 9..

10 98l.

494.346 HENDERSON GLOBAL 270 PIMCO

10 11

12

I

MUNICIPAL

~~I~~I~($~~~~ .~~~~. ~~~e ~~~u~t.~ •. ~ct.d

linc!; .8

J~ .9

3 105.

in ., "

53,263.

'0

11. 858. '::~;?~>;:~~tf~';~" ;';.f;,~~·;~.~(i~,:··!l/j:~'j~ ~:

':~¥~'~~{~j~fJ1~(;~i:,.~~:

-?_?-,~S_4}_._ -1,\

(\'1in

d slribltions. Sc:e instrs .......

"'

.. ...... '

"

'

.... .. " " ' " ,

.

.

.. .

.. .

. ....

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

14 Lorlitlefm capito,1 .Ioss carryover. E'lter the Clmount. if My, from line 15 of your Capital Loss Canyoller . .. , . , . . . ............. . Wor sheet In t,c Instructions ... , .. .. . . .. ..... . ..... . .. . ... "'" "

15 Net long-tenn capital gain or (loss). Combine lines B Ihrough 14 in colJrnn (r). Thtm go lo Parl 1/1 on r;;'10P. :2 ...... - . . . . . .. ... . ..................••....•.•.... , ...•. '. " " , " " .. " , , . I ' " " " "

for

Paperwork I~educhon Act Notice. !oee

torm

1040

or ronn 104CNR Instructions.

rDIA06 ~ 2L

11100108

'

••••

I"

486.

330. -877. -570. ~~~i:~i~ff~r(~/*J~;Qi~)'2~::~::~;~ '1~t:~i.~.~I¢·,:~~{f(~E:~\~\:t(~t:*8,~2,

G()in Irom Form 4797. Par11; IOrlg·lelrn gi.llrl rr'0r1 1 F"Qf'W. 2439 ,md 5252; and long-term gain or (105S) from Forms 4684. 6781, <)1"1(.1 8824 _. . . . . . . . . .. .'" .... .. .. . . . . . .. ..,. .... . . , . . ...... Net long-term g<,in or (10;;;;) from partnerships. S corpofCllion:.. eslCllcs. <:ind trusts from ScJ1crjU:C(~) K·l .. ... 12

13 c.lpital

BAA

-251.

"

1 050.

13

6,794.

14 15 S~heclule

-23,564. 0 (Form 1040) 2008

A~

24 09 02:23p

q

F

.:::S;Ch;C;d;UI;,C';O:(f;-:o~r:.:.;m~1~04;;:O~).:;2:;;.:OO;;:;:g---:E=.;L~T~O~N~R~AN=D:........::KA=T~H:.:..R=YN.::.:..-.::B....:;;H.=.UT=-C;:;;H;;,;.I;;;,:S;;,,;O;.:N,-=-,'r.an;!. 6""&'111"!~,\IJ"!

p.8

'-'_s1...,;_~

Is umm,ny

-24 154.

l6 Combine Iincs 7 ,md 15 Olnd cntc-r tile (esult . tf

PD...'il<.:.c..=2

I",e 15 1$; A gain, enter lhe 3m
•

•

A los5, skip ines 17 throuoh 20 below, Then go to line 21. Also be 5U1C to complete line 22. sk,p lires 17 \hrOI,JQh 21 OOlow;)nc! enlor ·0- en Form 1040. line 13, or Form 1 MONR. line 14·. Then 10 go Ii le 22.

•

Zero,

17 Are lines 15 artd 16 both oaim:?

o

o 18

Yes. Go to line 18, No. Skip lir,e~ 18 thmugh 21. anc go to :,ne 22,

Enter the amount. if Pony, Irom line 7 of the 2S% ROlle ailin Worksheet in thl: in:;lrI.JCllon:" .. , ......•.... , .

19 Ente' the aOloulll, il «ny, hom line 1B of Ihe Unrl!captured Section 1250 Gain Worksheet ir the in:;tructions..

2'0 Arc lincs 18 tlnd 19 both zero or blank; DYes. Complele Form 1040 through ~inc 43, or Form

1040NR through linC' 40. Then comploto lhl!

Di"idends arid Capital Gain TalC VVor~sheet In th~ Instructions tor Form 1040 (or

o Z1

In

Qualified

the Instructlon5 for

/-orrn 1O4ONH) , 00 not cornplcl0 li')C$ 21
No. Complet,~ Form 1040 lhrouoh line 43. or Form l(J4IJNR through 11n~ 40. Then cc>mplele the Schedule D T:ltX Workshce~ in UlC Illstruclions. Do not cOlllplele Iln~ 21 311d 22 below.

It line 16 i~ (llo~';, ellll,!r here ond <:n Form J040, line 13, or Form lD40NR. Iinc 14, the smaller of:

Schedule D (porm 1040) 2008

FOIAOG121.

11,'08108

-

ALg 24 09 02:24p

SCHEDULE 0·1

p.9

OMS Nc.

Doo<Jrtn1
1501~·)()7J1

Continuation Sheet for Schedule 0 (Form 1040)

(Form 1040) iro~s(J(,

llil"','''' f1~v~r~,~ :: .. ""c..

~ Sec instructions for Schedule 0 (Form 1(40). rille5 1 and 8.

~ Attach to ${:hcdulc 0 to list .lIdditional Iransadions for

. 9)

NSlT1o(,) S~i)Wf\ en ,eturn

ELTQN R AND I
,

(8)

~C,t('i)lIofl

1)1

(c) Date

(b) D;\I.. "c.quirad

1)"(JP~ltlt

(Mg, d"Y, yr)

iC:"","p1c 100 .ho,,,,- XVZCo)

(Mo,

0.335 PE'I'ROLEOM & J~S CORP VARIOUS

~'V,

(d) ~Ill'" ~,,(.,

so~1

YO

(c) C<)'ol '"

4/1B/OB

o~ •."

(I) G.in or Oo.~l

I),.",.,

s...l:II'~CI

(!iN onstruct"'"~)

(""'0 ",slre«:1 ens)

O.

13.

(el '·Qn·, «I)

13.

I

I

I

,

I

I

I I

i I

[

I 2 Totals. Add Uk am~~nlS in coluMn (d). Also, combine It'le

amounts in col Jmn f). En1er tmw and on Schedule D, IlnC' 2 ...

DAA For P:lpetWor~; Red~ction Af;t

tJOlict rel="nofollow">,

~

2

II

Form 1040 or Form 1 040NR In~b-lJctlons.

13.

[;1R¥f{l~t;i~11~£!~J:~!~;'

r:>IMCSGL OfJOGJOO

13.

Sehl'tdulc D-1 (Form 1040) 2008

._-

ALg 24 09 02:24p

Schedule 0-1 (Fl;lrm lCHO 2008 Name(.) s~wn on relll," , D
p.10

1,

ELTON R AND KATHRYN B HUTCHISON ~pai'fniE~'ALong·TI~rrn capital Gains and Losses - Assets Held More Than One Year ,

.,

(a) ~cr&nllon of ,,'epcrl)' (S,~"pl", 100 shares XYZ Co)

(b) D.,tr.

""'lUi,""

(C) Ll~tc ~OIC:I

(lola. oay, yr)

(d) ::>i>leS ""c~

(t!) CoM

IX Ol~r basis

(see ,nslJlI(;lions)

(~ 1~lru;:lilH'I~)

(Mo,dSy,yrl

(f) Gain or (10••) 5ublracl (e: fr(lm (d)

8

111.776

ED~,

VARIOUS

8/27/08

2 795.

3.675.

-880,

VARIOUS

4I1S/06

310.

0,

310,

8 PETROLEDt-1 & RES ( ORP

i

I

9 Totals. Add the

~mounls

in

column Cd). Also, combine the

l'lmounts in colur'ln -(n, Entf!r hare and on SchedlJle [) linp. q ..

FDIA06S6L O6IOGI08

",: """'i-"~".'''''''''' ~1r:,0';:/'1~'~.'/-V;~'; "'i'·;;':/'ijll1;P'· ,~~ :(''it;! ~";"PI(";;''S;'

7,11 ~~

9

3 105. '~'~:~fii:-~~~4\~rJ;~i~~~,;f~~~1 Sch(!d\!I~

-570. D·' (Form 1040) 2008

1_-

Aug 24 09 02:24p

p.11

ALTERNATIVE MIKIMUM TAX Capi1al Gains and losses

SCHEDULE D (Form 1040) D~ov·tnll!~f'l 01 lhc Tr~~"Jwr)' ,r.:~Tlll Rt;"ve'l..Je SCr"o'ICC

~

~':::'I

Usc Schcdl,Jle 0-1 to list 3dditionaJ traMsactions for lines 1 and 8. 'Yo~r

1

ELTON R AND I

2008

~At\<Jch to Form 10110 or F'Oml '040N~. ~See Instrl,Jctions (or SChedule 0 (Form 1040).

K~~HRYN

B HUTCHISON

2

I

Part L::=J Short·Term Capital Gains and Losses - Assets Held One Year or Less (b)

(a) DO'er'f:>I'O" "I

(e)!);,I.

Dale JCQ";'Nl

(Mo. c!<'y. ,,)

nrop<:1 ~" ([.... "'r>I~'

(d) Sa~ price

",,01

y,)

('.la. D:'y.

100 sl\i1',s XYf. Cn)

(c) COSL or el,er Ms', (sec

;n:;trlJ(.:H);~)

(5'le

soci.1 ~ecuril)l fII.lIIlb~r

(f) Gain

I~I'lJl,"\iQ"';)

or (10'.)

Subtract (0) ITorr (If)

1

12 BLACKRCCK MUNICIPAL -

VARIOUS

16.051 HEHDERSON GL9 BAL

167,

174,

-7.

12/10/07, E/19/08

559.

1, 164.

-605.

6/10/08

194.

180.

14.

6/10/08

524.

534.

r~mJICIPAL

VARIOUS

PIMCO MUNICIPAL II

VARIOUS

12 PIMCD

38

6/10/08

i

-10. ,

VARIOOS

1.072 EDS 2 E:nl('" ,IOUf short· term totals.

8/27/08

if any, jrOrTI ScllNJulc D·1. III"le 2.,

I

22,1

27.

13. :"': ....

2

.' .

. .':'

··<·';·"'·.,'i;~~:

3

Total short-lrmn sale's price amounts. Add line!> 1 (l"ll :2 "1 ,., , ... .. . 0_, • ._. ..... (;01 uron (d) ..... ". ,

4

3hort-tprm (jillr, from rcrm 6252 ond short-term rVlln or (Io:>s) trom Forms 46B4, 6781, ;md 8824 .. _.

'"

5 Nrt shDrt·term gain Or' 6 S'lorl-lCrtll

Worksheet

(o~s)

tron

'"

p.'lrtnC!r;'hl~s,

S corporalions,

tal lo'>s c~rrycvcr. Enl!" Il~ ,),nou"l. 111,0 Instructlon~ . . . . .. . .

If

c~t(Jtcs.

tru~ts

and

(a)

.,

;.:,.,;,.,;..,' ".......

!

..C>

,..

,

!;;1~',::;::::;,' ~ ;,~'.:

a

..

5

from Sclledule(s) K·1

any from linP. R of your Capi1al Loss Carryoller •••••••

0

• , 0,

•

..

7 N~t shorl·term ';apiLalgain or (Io"!». C:,.,rr,h,r1() lInes 1 lhrouoh 6 ill column (f)..

I Part II· .:: I Long-Term

,;";

13.

;:, 1 484. :~,!,,>,.:;,;;.,:;.,,},:; '. ,/:"

3

to·

C;)~ rrl

I

5.

.,.":,,i.:'

I'

.~~,

6

.. ,."

-590.

7

... . ...

C
(d) s.,'~ n"e>:

(e) J.,I.. :so1d

(b)

I),~sc"nl'<)rl 01

~:jIJ~1 'J (:::.Xi1'Tln l c

(~lo!

00 :,-I ... u~ XYZ :0:

roo(""ly,

yr~

(~tl'l.!

1'1 ':':.1

t>.l~I~

(e) C<,sl or el:lCi

~SOlJ ir~trLJdIOrl~)

'UC'IIQ f'l'S.)

(f)Galn 0.(1099) SllJtrC'ct (c) frtl'TI {rj:,

a 267 BLACKROCK I-IDNICIPAL l<19Ji .833 HA.'\.TFORD CAPITAl 494._3;18 f-JENDERSON GLOBAL

VARIOUS

6/10/08

3,715.

3,976.

-261.

VARIOUS

11/19/08

25 093.

SO ,__6}.7_._

-25,544.

11119/08

6 OOL

10 487.

-4 486.

4 038.

330,

VARlOUS i

270 PIMCO MUNICIPAL

VARIOUS:

6/10/08

4 368.

796 PIMCO MUNICIPAL Il

VARIOD

6/10/08 9

10 9Sl. 3 lOS.

10

53 263.

9 En1er your lon[I·1erm

IOW'~. it

,my, from Sct'M'!dlJlc D·1, line 9. , ,

10 ~gl~~I~(2)ternl salels p:j~.C amo.unt$•. ~dd .Iill.~~ 8 ~n.d 9 in .. 11

I"'i'" :".c.

,'o",.:,!·:'

."

'd,

'. ...

'.' e .;.

,M',

I)' (Ios;~.)

from p;Jrlnerslllps, S corporal,OnS,

:i,:/;'i:,'.' '..:. ~'

..

and 1rusts from SCr'lcdulc(s) K·1 ..

..... " , .. ' . '

...

1 050.

13

6 794.

C"pi~JI

14

Lonq·lerm cap tal lo~~ c;
15 Net fong·hum

I~apital

. ... " . ,

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

_II"

••••

....

gain Qr(loss). CO'llbine Ines 8 through 14 in CQlurnrl (r). Tllcn go to PC\rt ;,1 011 , .. .. .... - .. " , . .... ... -." " . .. . .. . ... . .. . ... " . BAA For f'apcrworl< Reduction Act Nollec:, »cc Form 1040 or Form 1040NR lOstnJcllons.

P,,(]':

2. .. ..

,.

""

,

.

. ...

.tl'

'\>{::,,'; ";K:;:::' .,' j,., -;. "!':i:;

11 12

13

gain

~iSl[ltUtlOr:5. Si:!~ In~l'" .... .

8~I
.,

<''5(,.. :', ::
·::;ain from Forr' 4797. Pari I; l~lIlCl·I("1l1 ga 11 from Forms 2439 and 62:2; and lorlQ-lcrrn QoJill or (IO~5) from ::'orms 46B4, 6'181 or.d 8824 .... .... . . .. . ........................... , ... ,., ....... " '.,.

12 Net lo,lg.tcrm 'Jain

-877. -570.

11.858. ' V~:·~;'/·"·

15

.

-23 564.

Sched\.lle D (FlJrrn .040) 2QCI:\

A~

24 09 0224p

~S:::,Ch~()~d~UI~c~O::";
-

p12

~_ _:..;Pil~Ql.:;:C..::2

........... h..l~6:...+-

Combine hn~ 'i and 15 and p.nter the re,~ll

'.; I'

,~".

-..:2:..:4~1c.:=:5.::.4...:....

:

A 9:1ln, entf~r th~ <Jfnoullt [,'om lille 1G on Form 1040, line IS. or FQrfn 1040NR,1,ne 11. Then ~o to line 17 below. ;.. lo-;s, sklr Ilne~ 17 1l1rouQi" 20 below. Tllcn qO to line 21. Also be sure to ccmplete 'Ine 22. ZtrO, s"ip . nes ~ 7 through 21 :lelow
•

• •

17 .OJe. iir,es 15

~II'; • 6 both gC\ln~?

C Yes. Go te

il1e 18.

~ No. Skip Ilr
Enl",' ll-c amount, if ;eny. from line 7 of the 28% Rate Gain Worksheet ,n tilt: Irl~lru(;\ions

19

En\er the ;:lmOLnt, the ill~tliJctions

20

if
Aro IlIles 18 Jnd 19 both zero

0"

bl,"rlk?

::J Yes. Corm; elc Form 1040 (!,ro.loh line 43, or F'orm 1040NR tl1rough II~e 40. Then COMplete the. Qualiji~"

o

.... :,. Dividends .~nd Capital G:lin Tax Worksheet n the Insnctions :or Form 1040 (or in the lnstructlon~ for':", .~. Form l04DhR). Do not complc:c lines ?ol :'If'ld 22 below. ..

ND. C:Jrnplete Form 104D thr:llJ9h line 43, or Form l04~NR throl.lQh line 40. !hen complete the - 0 Tax Worltsh~ct In the. Inslrucl'()II~. Do not co'nplete hnes 21 ~nd 22 bela......

21

I~ IlflE'

• •

'16

i~ fJ kISS. enter herr, ilnd on Form

13.01

Form lJ4DNR. 'ine 14, :hp. smaller at

Tile f05S 0"1 lin~ 16 or } ($3,000), or i' rn<JII'cd tiling ;E'p<Jr<Jlc1y. ($1.500)

Note. '.'.t1e., fi;IJrir'Q which am:>lJr'11 22

lOao, hllc

~hcdule

IS ~,milller. tre~l

toll'. ClrnOl,Jn~s DS positive numbers.

D::o yel: have CjuOll,I'\JO divldc:lds or ~orrr '.040, line 9b, 0" Form l04C\lR. line tOb'

[R] Yes. CompletE' Form 1040 t11rough tir,e -13, or Form

lC40NR lhrol-,Ih line 40. Then complete the

QU:lllfl~d .. :

Dividend~ and Capital Gain Tax Wor1<sheet In :he In:;tru(;lIOll~ lor Fornl 1040 (or in th~ Instn,lCIIOf'lS for

o

Form 1040'lR).

No. C(]l1lpl~tE Ire r~~t o~ For,n 1040 or jOorm 1040NR. Schedule 0 (Form 1D<1{)) 2008

-

AL.g 24 09 CQ:25p

SCHEDULE (torm 1C40)

D·'

DeD3rtn,nl of It>
ELTeN R AND I Part I .>' (a)

~9g

KATHRY~

ALTERNATIVE MINIMUM TAX Continuation Sheet for Schedule 0 (Form 1040)

l)~cr(llion 0

PCOi>'"·t;.·

O~G

No. 1545·0074

2008

~ Sec instruet!oJ1S for Schedule 0 (rorm lD40). ~ Attach 10 Schedule D to list additional trclnsac::tions lor lines 1 and 8.

;~=~\o 12A

B AOTCHISON

l Short-Term Capital Gains and Losses -

((Jl~lITIP c: 100 s,l)dI't:S XYZ Co)

1

p13

(b) Ddc (Mo,

'''''Il',,''d

"i1\'.

Assets Held One Year or Less

{c) Dote

(d) $vic. r>'o<;C

001(1

(loC~

(M(>. (1',. I')

yr)

(I) Gal" or (k>.~)

(e) Co
;n5I,OCI;0''=')

S'Jt~l,lCI

(ei !,om

'.d)

1

0.335 PET:tO:"EUI-l & I ~S CORP 4/18/06

VMIOUS

O. ,

13.

13.

i

,

.

I

"

I

I

'I

2 1"oli1ls. Add th: "mOunl" in columCl ~. AI~[,). c"llibillC' the <:lmou!1ls in co'urrln ~(f). Enter here (;l on Schedule D. li"l-! 2 ~ BAA

rorPaperwor~ R4!ducllon

l~

2

Act Notice, see Form 1040 or F'orrn 1040NR Instructit)l\S,

13.

",, , ,(,';, ; ;,':.,:,:; ":'>'. ;";;,;",:<,:;';/ >:.;:,;:,:,

.i,;,: /::

rotoQ6S61.06lO6o'(j8

13.

Schedule D·1 (Form 10l.-O) 2008

ALg 24 09 CQ25p

p.14

ALTERNATIVE MIlnMUM TAX

SchedJlc 0·1 (Form H140' ?008

ELTON R AND I'Partll'

~ATHRYN

B

HOTCHISD~

-[Long·Term Capital Gains and Losses - Assets Held Morc Than One Year (b) ::<>10 ,'
(3) o."-,t,iprion 0 oropr,ri:l ([x~mrl.

100 ",ares J
(~,."

,I..q. 1')

(d) S~I.s P'Ie.>

(c) D.1e 5cld ('k>.

"'.y. p)

(e)

t~~CJ ir1'5tn,~j~t1'~~

cr> CIll" or (I~.,

~I O' ¢ '.... b-,.i"

(""e

~ublr3¢t (ej

,""I,uehon~)

!ro", (\)

g

111.776 EDS B PETROLEUM & RES COR£'

VARIOUS

8/27/08

2.795.

3 675.

-B80.

VARIOUS

<;,/15/08

310.

O.

310.

i I i i

I

,

I I

9 Totals. Add tI,e 81TlOW.ts

In

J'Tlollnl~ il' colu.rn (d)

"'i"<:'''~;f{,'

A15o, combine U,e

co'ur'Hl'Cf). Enter here And on Schedule D. lint:! 9 ..

I

9

3.105.

I C,.

")';'''''''."

<;'

'.-, •• ;"'::"~: '" ': ,0'",(.",:(,.;', ..

,

-570.

":i';

Sc;hecuie 0·1 (Form lOLCl) 2008

........

_._._--- -

.~...-

.....

A43 24 09 02:25p

p.15

Supplemental Income and Loss

SCHEDULE E

(From rentill real estate. royalties, partnerships, S c:orporiltions, estates, trusls, REMICs, etc) • Atblch tD Form 1040, 1040NR, or F'onn 1041. • Sec Inslructions lor SChedule E (Farm 1040).

(Form 1040) Ortf)l:"'\rtmr~ cf 1':11.:' T(~('.ul)' ~nterna. ~e,,1.i! SorvtCe

t~(s:

(99)

2008

ShOw,1 cn (~tum

ELTON R AND

~ATHRYN

B HUTCHISON

f;P~JiiJ~Y,fX1Incoml! or Loss From Rental Real Estate and Royalties Note. If you are in tile busin~~ of nenll'lQ J~J'li11 [lrOperly, use Sdledulc~; or C-EZ (~~~ I~SlfuctionS) If yoo Jle an indi'iidLal , -e~ri farm ren\;ll incotr~ or I~:; from F"orm 4835 on pag·. 2 line 40 1

List the type "'lld ;l.OOrASS of oach rental real estate I)rol)CrtY:

A

B_I~LB_O~._

2 For each rental

RE_N:J?;L_ J~/_Cf~@'l __________________

j:H'Operty li~ted

or yoor f~rnily

ORANGE CO'JNTY TX 77630

B

C

RESID£N'TBL RENTAL ~---------------------------------------1401 MOUN) 5T NACOGDOCHES TX 75961-4:J32

3 Rents received .. 01

~ 1Mr fo~ ~son~1 wpa;cs for more lhan the (J·eatt;t of: • 14 days, or • 10% of tnc 101.11 dJys r~nt8d at Fair 19I1tal ~alue?

011 & GAS VARICias - -- ROYALTIES -- ------- --------- ------- ---- ----

Income;

,

A . ..

..

".,

ROy'Jllcs recc~lCd. ..

. , ..

"

.. ,.

"""

IOstruclIOf1~.)

ProDerties. B

C

Adverlisil~ .. - ..

,-

.. ..

S Comr[li:;:;i()rl~ ..• , , .. " .. ..,. .. . ...... , ... <3 In:;lJranc~ .. 10 lCQ
11

.,

Managernent f,!es ..

.......

.

•••

..

2 016.

9

,

"10

11

....

12 Mortgage Interest p3id to banks, etc

... (sec in5tructlor 5) .. ' ... , ,.' . ., . 13 Other it11erest . .. .... .. . . . , . . ...... , , 14 Rcp<.lirs. . , ' . ..... ... . 15 :3LJpplie~ . ... , ' ... , ... . .. . ,.,. " ... . , 16 T
12 13 14 15

.. ..

,

"

950. 4

W 17

330. 57.

332. 500.

124.

J'E-QQ..OfItO~_T10

~:

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

23

24 Z5 26

.. ,

19

456.

(:,ee in::.lrlJCt,orl,) ... . . '.,. , , .... Total cxpcnsc~. Add lines 19 Clod 20...

20

2'

366. 822.

Income 0: (Ios~) from rental real es~t~ or 'oy~11y pr~perties.)llJJtractmt' 21 from line 3 (rents) or Ime 4 (rll¥"III~S). If the r~LJIt is J (IOH), ~C
22

Deprec;ldGorl e:q)€ns(: or depiction

7,853.

:,,:.';,:'

~~J1:,:& 19

B.309.

9.300. 20 17 153.

9,666.

:;,;> 2 453.

-3 943.1.

1,62.6.

DedLcti tl~ reol.1 mol estate loss, Caution. Your remal leal eslatll loss an lin·; 22 may be lillllted. S€'! instnJctio1s :0 lind out if yUJ must tile Fonn 115E2. Real asrntll profc~iarJI~ -3 943. nl"SI coowlclc line 43 on pair 2.. " , ' " , ... 23 Income, Add POSitive arrounts shown on line ,,2. 00 not include any ',o~~c, .. " .. . " " . '" , ...... , "" L.ossos, Add rCly~l\y los~e5 from line 22 ,md rcn~al real estate losses hom liOt::! 23. Er'IF!( lolfJl lossos here..

..

Total rental reJI E~t.1te ;Ind royalty income or (loss), Comt)jn~ lines 2~ Jrd 25. Enter Ire result Ilerc.1f Part; II. III. IV, 2nd line 40 an ~d~ 2 QJ n)t JllPly tD you, also enter t11is ~rnount en Form 11)40, line 17, or Form l04)NR, line 1 Otherw'$e, Inclu~e thi~ am~unt . . . .. ... . .... in too totll on line 41 on Ilaql'! 7 . . . ," . '"

e.

_

,.".

:W~;·>; .,', ,1:[~~;f;P/

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

22

:;~i(:~ /(;1'JW.

::'!}r

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

21

.ii::"j

J""

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

20

~~j;~: ;~1;j~1

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

---------------------- 18

"

;;'6!~

'1'1)"·'.%' .,

---------------------___________

,

i 12

OTHER EXPENSE:

""

~:;': .. ' ,'~,

;:t,~'(;;,t,'

-PAINTING- AND- DEC-ORATING - - -

19 ,lIdd lines 5 thr'"LJ\lh lB. __

B

f}i~,>?~t

e

I'

X

',~H:?'

5 6 7

.

6 AutQ <Jrd l(;lVe l (5('C In!;!rUCtioCiS). , ... 7 Clc;lning ond nlalnten3nc::e ..

A

No

15,663. 33(358.

3 4

2.438.

Expenses; 5

Yes

C X Totals '(Acid rolurnns A B. and C.I

1:3 210.

4

. ..

(Sec

2 453.

3

. ..

.

~cal estate on line 1,
•••••

I.

.

BAA For ?aperworl( Reduction ACI Notice. see instructions.

fDIZ2201L

l1ra'>!OO

•

•.

,.

I

••••

'.

'"

. ..

. ..

n:;r.:',:. '::0~~i.~:t:··;

~i[~!. Z4

34 989.

25

-3 943.

26

31 046.

Scredule E (Form 1040) 2008

-

ALg 24 09 0226p

SCHEDULE E

p16

Supplemental Income and Loss

~B

(From rental real estate, royaltill'S, parlnerships. S corporations. es1ates, (rusts, REMICs, etc) ~ Attach tt) Form 1040, 1040NR, or Form 1041 . .. See lns.lru<:liQns for Schedule E (Form 1(40).

(Form 1040)

No, 15450Q074

2008

No"""".) 300"" or n-lJr~

ELTON R AND rATHR~N B HUTCHISON [Rirt:f:":>.] Incomf~ or Loss From Rental Real Estate and Royalties

Note. If you a'e in t~e bU$i~css Jl renti1g oel:lcMI properly, use 1arm rel1t.allllCorr,e or losslrom F'f>rm 4835 'In p8g~ Z liflC 40 2 For 8ach rental real estate Li:c;1 tile IvDe and address or CDch rental rlliil estate property: Yes prO~Cl'ty listed on line I, did you

w C·E..Z (see instructions) If yO\;

Sr;hedul~ i~

~C:ll1 ifldi'Jid~31 ~ePJrt

:~~L~~~~~~E~~~~~~~~~~~~~~~~~~=~~~~~~~~~~~1 1

C

I-- - - - - -

_ •• -

-

-- -

--- ------ -

-

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

Income:

----l

Rents rE'celvM ...

3

4

RoyalLe<; received

4

lill1 year fcr ~(!'sonJI purposes lor more ttliln ttle ;,aater of:

•

I~

d;JyS, or

• 10% of the lolal day,

rented ~t fair r~ntal .aILe? (See IrnitrtJctCflS.)

No

A 8

c

Totals I (Add columns A,

c

A

3

or your family use it durmg the

e. and C.j

3

30 920.

Expenses: 5 6 7 8

Advertisino;" .... ,

.. .. .... . ..... instrucllo'ls).. Cleaning and maintenance .. . .

Aulo ar,d travel

5 6 7 S

(~,cc

Colllmi::;siom.. ..,.".,......

.

.

9 nsw,nce, , ,. ,.,."........ . .. 10 Legal and alhe" profeSSional fees. 11

~'ar,iJ~emenl fN~$ , .... ' ,. ....

9

10 11

. ..

12 13 14 15 16 17

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

------------------------------------------18

~;:::

f------+------+--------1, . ,';-.;,. r-----t------t------I,}::~.(,:;

f------+------I------L;~;.iSIi 19 AddilnE'55~0~gh18 20 21

,.

JepreClation e:,pe'lse or u~~ldion

0~~~r~lon0.", ,,·· Total cxpense~, Add lines 19 and 20

22 Inccme or (loss) f:~m

rr.nt~1 rf.J!

24 25 26

~2~O~~~~~~~~+~~~~~~~~~~~~~~~~2~O~~~~~~~~~ r=2:;.:1'---t+-1I;.,;~~

+

1;::'>::/

es:are or

'OYolty prOperMs, 3ublroct lint:' 21 from line 3 (ren~) or II"~ 4 (n'lall1t:'s). If the result IS J :1m). sec innuclcns to lind cut If you M~l

fileFormGI98 " "

23

~1~9~~~~~~~~~~~~~~~~~~~~~~~~-1~9~~~~~~~~~

I;';, ';;':: ,.

22

I/i;:/;:~

30920./

Dccluctlt:ie rent,;lr,,~1 P.$tlt~ Ic~~. Ciluliofl. '(our !llnl.1 1'1)<11 cstJte I~s en Iin~ 22 Illily be limited. Se: instruction~ :ll liM out II you must file Fonn 85f2. R':al cst~tc profcs~lonals mu;t complulc !Hle ~3 on page 2 ... , ... " .• , 23 Income. Acd POSitive amDunts shown on line 22, OQ not inclUde :lI1Y lo::;ses "'.""'" , .... ", .. ,. '.".. Los~c:s. Add r("ally lo:;:;~~ frorn lint:! 2:2 Olnd rental roal c::s:alc losses fro III line 23, Enter total losses here, ,. rc~1 cstre. If Port II, Ill, IV, aile: line 40 on PjliJo 2 do !lot ~p~ly to you, at~c eIlter thir.

Total rrot:ll

re~u!\

Ih~

Ci'rttlUnl (;" fDrm "~O, :1nE' 17, cr Form 100I0Nr?, line .. ~. Other¥JIS€1 locluoe In;s 1lmouI,l It(: ;etal on line 41 on Pi'1e 2, . . . ... . ... ..' , . , . , . . ... , ... ....

11

BAA rOt PapclWortl Reduction Act NotlC!!1 !'.cc mstruc110ns.

FD:Z23011.

.. .

l1.'llSIOl'.

,::£,';:;::,:

,,, ;;'~'~' 1:;:1"":' I:',.;;:

I".~,·t

24 25

r-=::'-1I--~~~~~~-

r-='-t-------

.. .. ..'.' , ... :Schedllie E (Form 104C) 2008

AL.9 24 09 0226p

~r.hp.nllip.

p.17

Altar:hmp.nt Sf! uonce No.1 3

E (Form l04{1 2008

ELTON R AND KATHRYN B HUTCHISON com l;;lrcs amounts reported on your l.'l)( return with amounts showli .att~lh":: Income l)r Loss From Partnerships and S Corporations

Caution: The rRS

NQw. ItyO \.I rc;:port <:l lo~;s trom an ?t-r1sk activity fer wttlch any Cltt<3Ch Form 6198. See InslrllCtl(lns. :D

not at risk, you mUSl ch!:ck Ihe box in column (e) on line Z8 ;;md

~mount f$

(~)

(b) Enter P for p;;!rlnor:;hi p; S for S r;;oroorClhor'l

Name

BAILEY MANACEMENT ENTERPRISE FRODOCTS PARTNERS, L.P.

A

- .

Arc \'DU reportinc any loss not allow~ In a prior ycar due to the w<'!:!. not reported on Form 8582), or ume Imbursed partnership expenses? .. , f I f 1l'lC: thO1$ !',l';!ctlon. If YOU ?nsw~re d "( es, see lnstruc lIons bcore comple

28

B

on SchodulC(s)

Pa c 2:

(c) ChecK i"

0 Yes

(e) CIleck It any amount is r'lot OIl ri5k

(ti) Employer tdentlfic<JtlDtl lumb€ r

foreign por1ncrship

~ No

P

P P

c MKT GROUP Ll.C D

NDngassive Inc;ome and Loss (i) Section 179 (j) Nonpa5siv~ expen~(l deductlDn incOme from from !='orm 4562 Schedule K·'

Passive Income and Loss (f) Pa:.~;ive los5 allow!!d (<:Jttnch Form 8582 It reGuirecJ)

~g) Passive

rom

(h) Nonp;;lGsive loss from Schedule K·'

Income

S(hedul~

K·l

9 546.

A

B PTP C

I

D

293 Tot;:, Is. b rotals. ,

30 Add Add

31

.... .,

. ,,, I; -.;:/; :.';"',: :. ,"<; .:;<

9,546. I;'/;;.}'f/)'~'( :'(,',

..,

:,j;.,i.:::';",,;::' ';:!r;::;.;::\./::~;:;

,:~::'

.... . ,,,,, ... 1

columns (g) ::lnd ~) of line 29<1, . columns (t), (h), (ind (i) of line 29b

,

.. . .... .. , .... "

.... , ""

, .

.

"

.

...

I

I

II'

... ...... .

, ..

.,., ,

. .... ...

- ........

. .

.

.,0.,

. :,:,.,;-:::,,,,.:,:,,: ... ',;"'",h;·

_

.

. .. 30

. ...

...

"

,

.

,''';~

.

... ,

., .

."

:...; .,;

";.> •

9,546.

31

~~\~cJ~~~~~:s~~gi'~~l~n~04rb~~~n.inco~t)or?oss).,~~mb,inc 'in~s. 30. and. 3: .E~terth~. res~lt. h~~~, ~nd, .. 32 9 546. '" IPartJO·gL:l:.:.:n:.::c;.:::o~m~c::....::::..o,--r=Lo.: : . $.: : . s"'-'-F.;.;ro;;, ;m.;.;. .:E:; , ;s; , ; t=.Clt.:.;:c;.;s;. . :a: . :n.:. :d: . . . .:. T.:. .:ru=..:st=$ ~------r------32

(""a:L)-'..:N:.:::a.:..:.m:..:::e~

33 r-

1

+~(b=..i}~E~m.::.r:.:pl.:::.OL:.·/c::..:.r...:.I::;D.:.n.::::.;..o._

-

B

Nonpa$$I\1~ Income

P..ssi\l~ Income and Loss

1

34.1 Totals. .. , , , . , ,

. . ........

.....

b Tolal~ ...

..

"

.. , .

,

.... , .. , . .... ..

,

.....' ...;-.', •. 1 •. ··.::

>::

>:.:,,;':

35

Add column." (d) i,lnd (f) ot line 34<), , .. , ,

36

Add columns (c) and (e) of line 34b ...

37

T(ltlll estate and tru~t in
IR:a r:tJv;~<.1 3S

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

.,

........

'. '"

from Schedule K·'

\:;'ii;'';>: .' ,

,', '

,

,)~;:,/

....

(e) Dedvclion or loss

(d) PaS5IVe income trom Schedule K·1

(c) Pa5sive deductioll or loss "llowed (;"11(... ,,11 Form 8582 if requirE'd)

.,.

"",."

I

••••

•

. ""

'"

'J"}".>.:'

...... ... " . ' " '

',:/,~f(!}},(;,:,:;i.,-'r.:~!«,

,

,

,

,

'

.. . ... .. . .. ...... ...... 'ZrI Income or Loss F'rom Real Estate MortClaqe Investment Conduits (REJYJICs) - Residual Holder (a) Name

, IPart \/. .;,lL..:s::.::u:.:.:m~m:..:.:a=:...I...

40 41

(b) Employer identlflc.3tion n\JmbfCr

"

~C} £>:ccss inclu~ion r~m Sc~dules C/, sl l,rlt! ~r.(~~ ,nS1rucliOns

--

'

(d) n.xable Income (net 105S6 from Sch'edules line 1b

"'

.

(0) In<;omt') frarr line: 3b SchedUles

a.

39

--r_.---

Net farm rWltF,i1 income or (loss) from Form 4835. AI~o, COrnplele lin(- 42 below. , ..

_

4D

iotal income or ,:1055). Combine line:. 26, 32, 37, 39.
Form 1040, Illie ·.7, or Form 1040NR. line 16.", .. " 42

::~

.. .... .... , , 35 . ... .... , . ... . 36 . ..

39 Combine column5 Cd' 3nd (e) onlv. F.:nt~r tile result here and Inc:ludo in the total on hne 4' belQ~ , . , , , . ..

.

(I) Other income

Schcd~lc K·1 ...._-_from .........

, 'Y~;;f-«:

. ...

and Loss

,

.

~

41

Rec:ondliation 01 farming and fi!>hing income. EntAr your gross farmmg ;;nd flShlllg incollle reporled on Form 4835, line 7; Sr,hc:!dulo K·1 (Form 1065), box 14. code S; :~chcdule K·' (form 11205), box 17, cCode I; ~l1d Sc;hel;lulc: K·' (Form 1041), lino 14, code F (see in~lructions) . , ... , . ".
43 Reconciliation for "cOilI estate professionals. If you were

BAA

FDIZ2J021.

()),'QI\IO~

Scheduln E (FDrm , 040) 2008

p.18

MGY L'-' Ut:' ULLOp

1116

Form

Foreign Tax Credit

2008

(Individual. Elitatl!. or Trust) ~

Atta
N"me

,r..; ~Wr'l

(J') p;"t(JA

1 or yOt Ir

V!~

rp.llJrn

ELTON R AND KATHRYN B HUTCHISON U~I;! <J ~ltj)arlll" Forrr 1116 for each cL1tegory ot income listed be ow. See C~te90ries c~ch Form 1116. Report all
01 Income In the im;~ructions. Check only one box u1 below.

:::J

a ~ Passi",& cat0l:lOry Income b General caleOC>rjl income

c Section 901 (J) im;ome d ~ Certam income re·sDurced by treClty

U

e

0 Lump-:;um distributions

t R..,;irJ.. nt of (Mmq 01 coun,ry) ... O. S . A. N()~: If YOt.

paid taxI::; to orlly one foreign covntry or U.S. pos~c~ion, usC' column A in P:Jrt I and line A m PrJrt II. If you paid ta>lC~ to more i'I sep.'lr",te colLlmn ''jna fine for ""ach country or possession.

than one forell'}rl 'au ·,try or U. s. possL'ssiol1, U~E'

1- _ _....:.F.:!.O~~~~Il"-='I1:..;~~u.'!.t.!Y_orU.S. Possession A B C g Enter the name ol1h~ foreign <:OLlntry or US. possession ..... , " . '" , ... " ., .. 1 a Gross inccme f10rn sources within country $110'1\'1)
.. VARIOUS

{~cc in~trLJctioni):

_

~~~~~3~~~~T_~

Deductions and loss~s (CacnjDm SI]C' ifl5tru,tiom:;). 2 Expensc!'. dcfinilely relate
:"::':,"co '.;;;':i..:;t,

-i,:,,': ..,:. ';'::"';';:'

-1-

sl~l~nr~lO. , . , •.. , """

39.181. 777.

c Add lines 3a Md 3lJ .. , . d Cro,~ foreign ~ou:(;(; Income (sC\' in,hotions) """

';;'''\ I;,'

782 085. :: f---O~.O~O"'-O9':;:';9~3:...:.+-----+-----tO; .. ;:;<

e Gross income from .111 sources (SI!Ii ,n'lruc~cns)., ... r DIvide line 3d 8, line 3e (seE' instnx:tions) .

9MulI,p y line ::Jc by line 3f ... , , ... , , .

3 9 ..~.'.-'

Pro rata share (,I ,ntcrt:>~l c)(pcn:;~ (5CC in!>truct:ons): il Horne rnort~og( intcrest (use worksheet in the instrudons:, .. , .. ,. .. - .. .. .. . ._

b Oloor i",lcrc5t expense, . , ... , . , , . "

.,.

-+-

-I-

l-

Losses from foreign SOurCOS. , , , . . . .

-i,.::;:c:;,2~'

39.

6 Add lines 2, 3g, 40). 4b, and 5 7

. :;}:;:.;: .• ':;~<,\ " .. ';'"

1-_......:3=.9.t...:.1:.;8::.;1:..:..01-

(sec instrvctIQm)".....

bather deduclion:; (t".l3'h

5

:j.j; ,~j1:!")"

~~~}:;~f~i~::t::::::::oOO" ",",,,on?",,;C;10iihii 3J!;i~j":!!!fii5.i~t; f~;:):r~!\it(;11\1 tf~

3>

4

TOI~ (Add columns A, G, and C.l

39.

6

7

SubtractlJne 6 "rom lif'11' 1<'1. EntM 11l() result here ilnd on 'Ile 14 oaae 2 .

738.

i.

IParl:.II;.:1 Forei~n T
o

~

For,"!)" til-xes p.. i(! or <'IeCruec

Credit i£ claimed hr t~,es (yO\.! mLlSI checil one)

~

(h)

y

(i)

[XI Paid

n

(j)

Accrued

D(ll~ p
or ilccrl,Jcd

In U.S. dollor!;

In foreign c;urref'lc;y

TaxE5 (k)

:>ividcnds

wlHl~eld

al

~ource

(I) Rents & royallle:s

Oil: (m)

(n) Other

foreign I3xes paid or accrued

Interest

(r) Olher fore,gn

,l-----or-----.,....---....-., taxes palo (o) (p) Rents & (q) or :lccruf'd D~viClends

royalties

(S)T~tol ror~'o" Ivxes rJ'o'ld or o](:~rlje\j

(lldd (:>!urlllS (0:'

throu"h

331.

331.

A 12/31/2008

(r?)

Interest

8

c

!

S

Add linc'io .~ lhwjtlh C, column (05). Enter the toti'll 1"\I'!rf~ ;,no !)n line 9 Pi'XlP.:1.,

BAA F'or Paperwork Red\.lcliOI1 ~ct Notice, see se-pill'ate instructions. fDIZ2&I::l.

~

a:

331.

Form \2lCl9roa

'''6 (2008)

_

ALg 24 09 02:27p

~Fo~r;m;1~11;6~(2~00B~) ~E~L~~.~~O~N:R~AN~D~KA~T~R~R~Y1~~~BJHl!!OTlliC]HJ.I~S02!NL

p.19

-.J• •r

~~

P~gP. 2

t-~at:t!llI·!'-1 Figuring ihc Credit 9

Enter the amount from line 8. Thcse arc your 1ot~1 for(!IQn t
1 0 Carryback or carryover (attach detailed computation) Ilne~

l'

Add

1Z

~eductlon

13

Subtraclline 1? fr,)rt1 lir)l? 11. Ttlis

9

r--;.10;;...+---------i'i1

.

9 .md 10"" .. "."" in tcrelon ta~es (see Instructions) .. .

, .. 1-1.;.;;:z~

,.,.'

py)~!"j),

33 1.

11

1$ ttl~

~;~;;y.,/!:C( W;~~:\·.

331

"~~f~

.....j",.".~

total amount of fDreign taxc~ aV<;liiOlbiC for credit (See instructlom;) ... ~1;;;.3,.,.r

..--:3:::.:3=1...:.....

:
14

~r11erd;;lmthOVLn~ ftrOdnlslitnel 7. (Tb"'ifs IS YOdur t.:'lxi'lble in comhc or (Ios~) fro m sources,,:,·:.;,.~.~'.'.·'.':~.','.'.;~,' au:sl 9 Ponl e Cl es e ore a Justmenls) for t e category Df Income ... checked above Part I (see Instructions) .. , . . " , .. ,.".,.,. 14 738"~"'"

in5.lrwcll"n~)

15 Adju5.1mcnt!> 10 lin:: 14 (sec '" . , , ,, ",. ,." 16 Comlllne II'M:! Ci'lIOIJr)1$ on lines 14 Clnd 15, Thl~ is your net foreign source taxable' ,ncome, (if the result is z.ero or les~, you hal/e no toreign tax crcdlt lor tllC caleQory of irlcornl~ you checked abo'Je Part I. Skip lines 17 tllrolJ91l 21. However, ,f you (:Ife filing rnore lh,m one Form 1116, you must complete line 19.)..........

J--:.'5=-+-_~

-l·

:;ri;::;~ •

;~f'f:!r

738.

16

:i}o:',!(

"'i''':'~''''

~

17

Individuals: Eflter the .:Imount 1rom Form 1040, line 41

(; '. <.~:

i~-;:t~

(minus ary amour,t on Form 8914, line 2). If you arc a

rJome:;iderll alien, t!rJle r :he amOunt [rom Form 104ONR.

line 38 (mlr1i,Y.; nn~
....

'1~...

'8 Dillillp. line 16 by line 17. "line 15 is more thCln line 17, ente'

_. _ . __ ..

.

,

~

0.0012

18

.

19 Individuals: Enl",r 1/'11' GJrrlounl from FO'rT1 1040, linl;! 44. If yo~ are a nonreSident allen. enter tllo amount from Form 1040NR, line 41. Estates and trusts: Enter tile amount 'from Form 1041, SclledLlle G, line 1<1, or the lotal 01 rorm 990·T, Iinc5 35 und 37 , . , .. , , . , , . , . . . . .. ..,.,.,... .".. ..",. _. .. ., _ ' ,. _ , .. ' Caution: If you .1rl~ completing line J9 for ,;;cp3r:Jtc c:Jlcgory tJ (Jump-$um di-;!ributlons), see instructions. 20 21

Multiply linr. 19 by I,n(: 18 (max"Ylum !lmount 01 cr0dit) . _... .. E.nler thl;! smaller or line 13 or line 20. If this i:; tile ol1ly i=orm 1116 you are tiling, ~kip line:; 22 thrOllgh 21)
[~~fnv;.l Summary of Credits From Separate Parts III 22 Credil

lA)(E'S on \1O:>ni'lrOlI cmp.CJory inCOrM .....

.. . .. , ' '

trc
,

... ... '"

",

, "", ,

. .... . ... .

"

,

,

••

""

I

..

,

,

.

, Credil for !8)(E'S on lum D·SlJm diqributions . "'.;. , " " " , , " , .. , . ' . Add lines 22 throu~h 25.... , ... , ... , .. ". " , , , .... , .... , , .. , . ,.,. , .... . ..... ... . .. , En~er the smaller 'JI line 19 o~ line 2& ... .... . .. . ... .... ., .. Reduction of credil tor intern.:ltlonal boycott operatio"s. See instructions tor line 12 ....

26 25

..

•••

e·

"

i

21

229.

...

""

".

e."

.

,

J\."."S",

"'k-:'"I":.~·

24 25

25

n

229.

;:;;:'~'~~~:

23

Credit tor t.:lXCS on cert.:llt'l income rc·solJrccd by

..

20 I

':}<::'

22

24

'"

~

. ....

191,024.

In~tructic>n;,)

(se€

for liIX$~ un pOl:;:;ive Cbl00'ory incornl;!.... , ' , , .. , . " . ' . '

23 Credit tor

..

19 ,

; : ... ~

. ..

"

"

." :.

;,t;?(:: "

.......

."

,

...

,

,

... , 26 27

.••• , 0 " " "

. .....

'"

29 Subtr",ct line 28 from line 27. Ths i5 your foreign tax c.redit. Enter Ilere and on rOnTl 1040, line 47; Form 1040NR, lin~ 44; Forl11 1D41 SchedlJle G line 2a; or F'orm 990· T, line 40a . . . . . . . .. .... ..

•

e

••••••

,

,

~

229.

28

29

229. Form 1116 (2008;.

.... ALTERNATIVE MINIMUM TAX Foreign Tax Credit

11 16

form

p.20

(Individual. Estate. or Trost) ... A\t;lCh to Form 1040.1Q.40NR, '041, or ~

See separate inslruetioos.

2008

99O-T.

Name

ELTON R

A~ID

KATnRYN B HUTCHISON

Use " sCP~r;]j" Forr.') l ' 16 for e.:lch ca\CQory of jnco~ tistc{) bl;!low See Categories of Income in the il"strucllons. Check only Drle bOli 01"1 each Form 1116. Repor\ 311 amc>unls in U.S, dollars except where sp€citled in Part II below.

c :JSectlor9010) Income

a [mPassve C
:J

d

1 Res dent 01 (nDm.~ 01 country)

~

e

0 Cenain Incorne re-sourced by lre;;ty

o

Lump-.<\I'rfl distributions

U _S . A.

l~artJ:l TaxClblc Income or Loss From Sources Outside the United States (for Category Checked Above) Foreign Country or U.S. Possession A B C

Total . (Add i:(llumns A 8 and C,'I

944.

IJ C~!(~ if \inp.1J i~ [~m~Rn!::l:ion fillYlrWfJI ~m~lng~

~~

.HI ~plcyee, lOUf Mal eom~ns;lti()n from .ail sources IS $15(),OOO or more, ard YOu used ,In .1lternilllYe Ilasls to dcwmil1e it; 5Ilurce (ser. instnll:ljnl1~~ . . . .. . ....

Oeductions and 105S('S (Caulk,": See Instructions):

2. 3

.'.,

E~pens()s dClfinilcly related :0 the Inc:cmc 0:'1 li""l:! 1a (3 ttach ~tatemC~lC.. , , , .

~~~ ~~WM~~~e~~~~~~r cQductlon~

a Certain itemized de<JucliOn~ or stJ1dJrd deduction (~C'"

Inslruelions)

.,

.

1.:<;;:~~".~~tX;:]; tjx~i[: lj~Jif}~jj::; :tl1ii~3~0J~;2ffi~:{;; ;:~ ~;. [':;":/;

,.

I",· ";;';

bOther deducticns (atte.:11 $tal~rr enl). . . . . . . . . . . . • . . . I-------+----~--+_------_f:..'., ;;/ c Add lines 3a an( 3b ... . . . . . . . I::,:{: d Gr~s foreign source Incomo (soo IllSlfl.(tIOm). . . . . . 944 . l'i"'~;;

e Gross ,nC01lC frem ~'I ~O\lI"Ces (~el~Sbll(lI(,,")""""""" f-"",",,:_7_8~2~ ,O,":,6~5:--:-'+- +--1I:;·:.;:!;;:i:~ f Di ide line 3d by Ii ", 3," (:>l:'t! IIl:>tructIOns) I------..::O--'.c.;O;.O;...;;;1.;:2~O;..7;....+_------+_---~---U~,!:;:

..·.0.·f g MuILlu1y line 3c t)' line 3f. .... ' . . . ~.":,,.

4 I"'ro rata sl1m" 0': Interest expen~e (soc'c ir1$lruCti('JrI~): !"'.)5":.i:.:;'-T ·,;-···!1/t30?J/;·~·::··~,:J?7J:·N:;:c10Z(··:·n/~:·;:~y,I.~{·,::~, .;}~U

[: .•:-:, ::'. ~,S:U~,,~.;·0 ..;::!ii':.:: ,;".. f,,'·, ·,..•~~i;~~"'0/'I~F~1~')·~:~2·;·,~·· Y .>,.:,'.. ", ;"C.;.,••. i":'~,·PI~':· :": oil Home morlgilgo inlert!~( (use worksheet rn ,':':\i 1'lC inslrl.lcllons) , . b O:I1er ,illcfC~l expcn:oe

,.

SO\Jrw~ ,

f--------i~-----+----.....,

5

losses from foreign

6 7

Add lines ::'. 3g, .1", 4b. and 5 . Subtrl.lcl line 6 ~r~m line lao Enter the m:<>lJll her" ilnd on I:ne 14. P
.

..

"PaliUI ForeiCin Taxes Paid or Accrued (:;ice instrucllons) c

o

~

Crp(1it is cl~imetl

T (h)

rXl Po.id

(j)

Jatc P<:Jlc1

or accrued

6 7

9401.

rorei~n taxes ~id Or aCCrued

l~r hxes (YIlU mU5t cOOd Orle)

~ ~) nA::crLJ~

Of:.. ,::

In foreign currency Taxes Withheld a1 source on;

(k) DiVidends

0) Rents & rOY
(m) lnteresl

In L.S. dollars (n) Other foreign

taxo!'> paid or Jccru/ld

Tilxe:; wl1h.,eld at source on: (0) Dividends

(p) Rents &

(q) Interest

royalti~s

(S)Tolal t..u~!t-

r.,ir:l

iOiCIQI1

('I'

;xcrvo:1

taXO$ paid

(.do «:IW"T1nS (0)

or accrued

1Iooo'Jh (r)

331.

331.

A 12/31/2008

(r) Other foreiQn

61

c

e

Add line:> A thrO~Qh C. column (s.). Entc! the lot
fD1L2bl2l

,

,

.

331. rwn 1116 (2008)

BAA For P~P~l'Work Fieduetion Act Notkc, ~t separate instnlcticn>. 12/OSIQS

ALg 24 09 02:28p

-

ALTERNATIVE MINIMUM TAX

.:..F;;:.:Of.:.:,m;..1:..,:1.:.;16:::...1=(2.::,:OO::.:;;8:..,)...;:E;;:,::1:.:T:.;O~N:.-:;R:......:.::AND:::::..--.:KA=T:;.:HR.::.:.:YN:.:.;..-=B:..-:.:H:.::.U.;:,TC,;;;H~I::.:S::.;O:.:N:.:..-

-

p.21

~

~

Page

.2

[P~&lJl ,j Figuring the Credit 9

Enter the ",mount traIT1 line 8. These 2rc your lolt.ll foreign taxes paid or accr"cd br th~ cate'gory of income checl<ed above Pdrl l . . . . . .. ,.... .... . .,, .,..

10

C~rryb
11

Add

12

R'i!cuctlon In foreigll tJ~es (see In!;tructlons) , .

il:l~~

9

.... .. ...

det
10

"

9 :lnd lG" .. , ..... ,."

12

331.

13 S:.J:.tr
Iinr~

1;:~;J.~i

Enler amotlnl trom 7. This is your taxable ,ncome or (loss) from :>OurCeS cut~ide the UnitPod Slales (beforo <Jdjustmenh;) (or the category c.r i r l c D m e , ' , ; . ; ch'='Cked abovC' Part I (see Instruction:;). , . . , ,,. " , 14 944 'j:;:>:;;;

~~ ;~~~~I:~~ :;,~~~:: :;e,~~:~~c~';dl)5,' :rhl~l~v~ur'~~l'rO~~~~ "OI~I~~I~la't;le' I-l;.;;5-+--------l!nI;o'~:r;,~i;~,;~r: you

0,(,:

income. (It the reslJIt is zero or leS5, have no (oreign t::lx credit for the c<Jlr:gory ot Income yOIJ checked ",be'lie Pmt I. SlIip I;np~, 17 thrDi.l'iJh 21. However, ifYOl.J<Jrc tiling rTlor~ than one Form i116, you mus1 'ine 19,). ... r-.:.16:;...1-

944. I'. '":~

complete

.;;..:~:.j,.·:%·,;:,'~.:.

;~I ;;i

17 Individuals: Enter (mlnl.!~

r~1" amount from Form J04O, 1100 41 amoun~ on Form 8914, line ,2). If yOu
'0:

:.:" .l';:j·:~

,my 'l!>mc::;ident alien, tlnter the aHlount from F'orm 1040NR. line 38 (mil'"ll1!> any amount on Form 8914. line 2). Estates arid trusls; Enter your taxable ir.come without the deduction

tor yuur exemption.""..

"'''''''''''' ,......." '''',

Xi: 679 693 '1,.<:1~.

17

Caution: If you fi':Jl1red your fax l.ismg the lower r<Jt85 on qUi3lrfled divi(j~nd,;; or capii'-'JI gains, s!Je instructIOns. 18

Di"id(> line 16 by li"le 17. II line lG is more than line 17, C'llter T

19

Individuals: Enter the omounl frorr'l r-Olnl 1040, IlnC' 4'1 if you are," rlonresidcnt Llllen, errter the nmount tram Form 1040NF\, Ilrl:; 41.

"

. .. ". " " " ' "

.

Estiltps and trusts: Enlt!r Ihe amount from r-crm 1041, Schedule G, II~ 1<1, or the total of Form 990·T, " " .. - . . . . , , , .. , . ,. . ,.,.... _ ,. ,. , ,,' lines JG Cind 37. .. . Cautlon:lf you an~ r:ompleling line 19 fOf separflte cat~o(y c (lump-sum distributions), see instructJons.

20 Mdtlply line 19 by Iloe 1B (maximum amOUr1l of credit) .. , ., "... ... . ... ",.,.'",... .... 21

., .. , .. , , , . ,

EI1:er:he smaller JI lifle 13 or line 20. If thiS ,S the ol"lly Form 1115 you ~~re filing, skip lines 22 throuoh 21) ~mC enter [hi!; amounl un line 27_ Otherw'5e, complete t:,e appropri;;l\c l,rIP In P~rl IV (sef' in')tnJ(~lj()m;"\. . . . , , . . .. .", '" ", "... .. __

[:p:!rtrv; i Summary of Credits From Separate Parts 111 (sC'e instructions"> 22 Crec;it for tnllflS or pa~~ive CiJlcgory In::ome. .. " ' " .. ...... , ... ...

~

,,.,...

18

0.0014

19

186,B14.

20

262.

21

262.

;

,

,

'"

ta)(e~ or, general category ,ncome,., .... .. . Credit for taxe'.; or certain inCljmA rQ·50urced by lrNty .

25 Credit for

..

24

,

"

, ,

..

,'

'

... , .. . ,

. ,

...

.

...

. .. ......

I'" "";,

22

,

,

2;~e:

23 24

.. , ' .. " " ' " 25 '. '" .. . . 26 Add line::. 22 t~rough 25 . .... ....... , ,." . ... .. ..... . . .. ..... .. " ' " , . , . . ... . . .. . ,." ... .. .. , .. , . ....... ... 27 Enter the smaller or Iln~ 190' 111lC'~ .. ' . , , .... . . ... , ... ... ' 28 Redl)c~ion of credit for intcrn<:lllonal boycott oper3Iion~. See ~Ilstructiom; for lin~ 12. _.. ... . . " " " " .

25 Credll

(01

!.
.;;;;.~' '1'.:;; t' ,j',)( " , '-,'

distribullDn~ , . .... .

.

,

'

,

,'

0"."

•

'

,

;l~~",i,.' .

'II/",.(~",.

"

,

'

,

Z9 SUbtract line 2B (Dm line 2/', TI1is

IS your foreign tax credi1. C::nlI;H here and on Form 1040, line 47; F'orm 104QNR, Ilnf~ 44: F()rm I 041 ~c;nedule G line 2Cl' or Form 990·7 lim~ 40.,. . ..... '", .. " ....

"'.

,

26

., ..

27

.. ..

28

.'

'

,

.

29

262. 262 Form' "6 (2008)

FOIZ2C 12L

121CO:
._-

ALg 24 09 02:28p

p.22 O'AB NO.

Child and Dependent Care Expenses

Fonn2441

2008

~ Attal:h to Fonn 1040 or Form 1 040N~. ~

1~-OO74

Allacrmcnl

See s~parate instructions.

S4!Q
21

EL70N R AND Ki~THRYN B HOTCHISON

I:P~rt'lt;:d Persons or OrQanizations Who Provided the Care - You must cemplet~ thiS (It yO\) h
(c) IGentilyin~no.

(b) Addrp-l>S (no.• slreet, ,)pt no .. city. stale, Clnd ZIP code)

(a) CClrt! provlder'~ OClmc

1

parI.

the ,nstruct,or':s.)

(d) Amount pOlid

(SSN or E )

(see inslrLJcllo'lS)

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

SEE STATEMENT -1

>----------------------[ Caution.

If IIle

care

Did yOLJ receive dependent care bellelit5?

1-------

--:-~----J

,,';1$

provided In ycw"

I)CITC,

No ----I~~

Complete only Poll II below.

Yes ------"~~

Complete P~rt III en page 2 next.

you may owo cmplo)'menl Ie-xcs. Sec the instructIOn.<- for Form 1040.

lin~'

60,

01

Form ;QtlONR,

line 56.

11fj1,ar:tm~>;;~J'or Child and Dependent care Expenses 2

Informi'ltion
S. 11

()LJ have more ll'\i:)n twa

,€r$ons sec the instrl.lClions.

(b) Quatifying porson's ~oci;;\1 secLJrity number

(a) QU;3lifying per5;on's name

(c) Qualified expenses you Incurred
.

bted

KATf.RYN

HUTCHISON

HOUSTON

HUTCHISON

3 4 5

i~

column (a)

22,840. n,840.

:""';l';';: Add lll", <J1l10unls in column (c) 01 I,ne 2, 00 no! cnter mort') than $3,OO~ for one ql.iOJl,fylng person or 1i6,OOO MM.J'Y< for two or more ~r::;on:.;. If yOLi complettld Part III, enter ll'\c omount from lin", 35. . , ,."" 1.-:3~----.-::;l.1.I.::O:.:;O:.:;O~.~ Enter your earl1cd income. $<:,,, inl rel="nofollow">truclions, . , . 4 463 130. If m(Jrried filing jOintly. enter your '5Pouse's earned inco'11c (It your spouse WOlS (J student dlsablec, sell the Instruction',) all others. enter the ::JrTlOunt tram line 4. . . .. . ..

:If was

~,*,,

6

Enler the smallest of line 3.4, or 5

7

Enler tr,c, ilmoLn: from Form 1040. line 38, or Form 1040NR, line 35 ...

8

Enter on line

8

138 028. -=1:J. 000 .

761 :'04.

7

lhe decimal amOu(l~ Shown below that JppliCS to Ihe amount on I,rc 7 If line 7 is: But not Ov~r over

$0- 15,000

II linc 7 is: Decimal amount is .35

OV\'r

l3ul not o\lcr

Oedmal amOl.l11t i$

$29.000- 31,000

.27

31.000 - 33,000

.26

1!;.,000- 17,000

.34

17.000- 19.000

.33

33.000- 35,000

.2:J

19,000- 21,000 21.000- 23,000

,32

35,000- 37.000

24

31

23.000- 25,00030 25.000- 27.OCO .29

37,000 - 39,000 39,000 - 41.000 41 ,000 - 43,000

,22 .21

27.000- 29,00028

43,000 - 1\0 limit

.20

x

.20

.::'3

MUltiply line 6 !Jy the detim",1
10

BAA For Paperworl: ReduC1lon Act Notice.

S~ !Separ"le Inslnd1ons.

F:lIAJ2121

~orm 244l

11·'llOIOS

(200&)

AL{l 24 09 0229p

p.23

:~LTON R AND KATHRYN

2441 (200B)

~

f'orm B HUTCHISON ;:::;;:~~_--.;;::;~~~===-.:....:.:..;:==

2

Page ....---_....;...;;;.;o.~

ltirtfllC::j Dependent Care Benefits 14

15

, .. . . . . .

lEi

~rll(:r :hc: amoul't,

17

Combine lincs 14 tI1rough the quali1yi rlg

19 Enter the

per~on(s)

small·~r

.

~6.

Soe instruction:;., .,

,

of line 17

. o~

16

5 000.

.

,. ,. . . .. .

i~'1 :2<:08 for the C1\re of

. . ..

.

.

18 ..

er :er the <,mount from line 20.

18

45 680.

19

5 000. 463 130,

138 028 .

..

000.

Z2

E:nlcr tilC smallest of line 19. 20. Or 21, ....

23

Enter ttle ;;moulit from line 14 that you rccclVed from your -eceiv0.flry such amounts, enler ·0,. . .

24

SUblrfJct line 2;: from line 17.

25

Sn\H $5,000 (12,500 if mnrricd filing sep~r;)'cly ~nd you w~re rCCiuircd to enter your 5POu:;.f;!'~ ~"rn ..d Illcome on Iln~ 21) . ,. . _ , ' , ,......... " .. , . ,. , . . .. . ,. ,.

"

5 000.

15

.

Enter Yol.lr tlilmed income. See in~lructions. Enter the ::lmount show,' below th
.. :

14

if <Jny, you forieited or c,micd forward to 2009. Soe in[;trLlction5 ..

18 £ntN Ihe total ,rmOlJnt oi qualified expenses Ineu'reu

20

.>.NI, •

~n!cr th€ amOunl, jf any, you carried o\ler from 2007 an::i Us.ed In 2008 during the grace period.

Se!;' H"I.<;lrudions

21

~'~)~L;I

Enter tile tolal amount oi dependent care benefits you received in 200S. Amounts yOIJ recei\lcd as an Employee should Oe shown in box lOot YDur Form(s) W-2. 00 not include amounts rE!porlcd as ffilges In bcx - of Form(s) W·2. If you werc self-employed or you received under
5

sore '

proprietorship or p
',

,

., .. ,

,

.

23

O.

.:

5 000. 'ri~~::.:;~

24

'11""",,/,

.'i~lo,Jll

26

Deducliblc bcnefit~. Enter tl-,e small~t of lino 22, 23, or 25. AiSO, include this amounl on 1I'Kl
27

Enter 11-,(' smaller of II nc 22 or 25.

.. .... .. ..

5 DOD

26

0

5 000.

27 L.,;2::.;8~

28 E11er the
25

--1''''''''''''j

29

ExclUded benefils, SutJ~r;:lclline 28 from line 27. If .::erc or Ics~. enter -0-. , ...

29

30

Taxable bonofi':s. SuetrOl,l lin.. 29 from I'n~ '4. If "~I(} e>r less, enter -0-, A130, include this amount on ForM 1040, I,nc 7, or Form 1C40NR. I,llI'! B. On tre- dotted lir.c f]O~t 10 form 1(40, lint:' 7 or Forrr 1 D4oNR, line S. enter 'OCG' .

30

5 000.

0

TO claun the child ""f1<J c]r'per.denl care credit com plf:'lf:' lines 31 through 35 below, (~'5.000 if two or mere qualifying perSOlls)

..... . -. . . ..... -, ... .,.

.....

. 32

6 000. 5,000.

.

33

1,000.

34

':<Jmplelf" tin!:' :! on paQe 1 of thi~ form. 00 not InclurJp. in column (c) any benefits shown on line 32 at)(w~. Then. ~dd the .Jn10unts ir column (c) and en1e' :hC tolal here ... , ,. , .................. , .......... _. .

34

40,680.

35

Enter the smalJl!t of /inc 33 or 34. Also. enter this amoun on Ilnc 3 on paoe 1 0' tl1:s form LInd

35

1, Dca.

31 32

tnler

$3,000

Add lines 26 and 29 ....

,

..

. . .. . . .

....

,

., .

...

,

".

'"

'

.

..

",'

. ...... ,.,

,

.. , .......

. ..

.

..

'"

31

33 Subtrc1clline 3:2 from line 31. If zmo or less, stop. You cnnnot take the c'eoit Exception. It you pclld 2007 expen~e~ In 20GS. see lhe Instructions tor 11r'1f:' 9, .......... ", ...... _............

comDI~I~ lirlt~

4Ulrnl mh 1J, ,,,,,.,,,

I , , , ,

I I I I , , I I I .,."

I , , , , , , , "

••••••••••

.•

""""""'"

'"

,

"""

.

Form 2441 (2008)

-

p24

Sales of Business Property

Forrn4797

2008

(Also Involunmry Conversions and Recapture AmOlln1s Under Soe
ELTON R AND 1

~~1HRYN

AU
~

Sec separatl1 instructions.

B HUTCHISON

Enter the "ross xoceeds from sales or e)(changc~ reported to you for 2::108 on Form(s) 1099·8 or 1099-S (or subs11tute ""d,,mcn! that ou me mcllJdm o~ III"Je ?, 10 or 20 see m!'.tructlons "........

1

fParf.lJ:r) Sales or Exchanges of Property Used in a Trade or Business and Involuntary Conversions From Other Than Casualty or Theft - Most Property Held More Than 1 Year (see Instructions) (g) GO;" or (Ion) Sl.b1rr;ct ~f)

:;um ot

3 Gclln.

It

11Of"l'1 ~I~

,m,j \..,

-6.

FROM K-l

4

(~I

.'Iny, fro'n

Form 4684,

\;rIC

45 ..... , .

. .... ,.,

SectlC!r'\ 1'-31 g"ln from inst~lIment ~1E!s from Form 6252, Ine 2& or 37

..... " " , 1-,;;;3-+ ... ,.",."

5 Sr.ctlon 1231 \.I.,n or (105<.) from; Ke·kmd exch"nges frOTl Form 8824.. " .. " .. , Goin,;f any, lro-n line 32. Irorn cl l 1cr th3n c;l<;u;)lty or theft. . .. .. "7 Combine I'nes 'i: throwgh 6. E,,1er I~" gain or (Io~~) IlClC ",rd 0" Ihl'> !lpprc;Jriale I,lie as tollows.. . ... . .. .. .. Partnerships (oxcept elel;!ing 1111'gl: partncrs1'llps) 21nd S corporations. Report thl? gain.or (loss) following the instrllctloliS fur "-orm 1065, Schedule K, I,no 10, or Form 112OS, Schedwle K, line 9. Skip lines 8. 9, 11, ard (;

_

t---...:4-+

_

f-.:;5-f-~-

_

f-~(j-+--~---

-6.

7

.';;t'./<;~·;;/,:;!:.t:\!::;:;;,;\. ';;·;,

(/;;~ft;!il{fAi;f~~<:f:!it;~s

,"rt!'~~);;'~:K:!~~:[.~!r~~~;~:fh':;i'~::':~.

12 holOIN,

Individuals, p.,ntners, S corporiltion ~llaf~nolders, ilnd all othel'S. If line 7 i~ zero or a loss. enlGr lt1C ",mount from :<;·';:jj,?i'i;~·d.;,i:;/:;r;;j;;7,·:~·;:;y IIt'~c 'on line l' bt'tlow and skip .Ilnes 8 and 9. If line 7 is 3 oain Jnd you did 110t hilve any prior YC
'c·":",,.,,(,,;:,,<~''''''':'';''''7''''

Nonrccaptured net sechon 1231 losses from prior years (see in:;\rucl,ol's).

9

SlJblr.'lct line 8 from line 7. It zero or lASS, er.ter -0-. If liliC.9 IS zero enlAr :110 gain ~om.ll"e 7 08 line 12 below, If I ; ne 9 IS rnor'c 11<:111 zero, cnter the ':HTlOIJrlI f,omllOO S on ll~ 12 be low ;,no erirH the g31n from hn€ 9 as a ; lono-term capil ~I (Jain 0" thl> Schedule D til",d wltb yOur le~lItn r~pp instructIOns), .,.......... . .. ,... . .. . ..

\P'~rt~II,,,1

Lo~s,

galn~ and

9

losses not incllJ{ied on lines i 1 thrOiJoh 16 (inchK:le property held 1 year or less):

if ,my, fr(·m line 7. .

... , .. .. .

"

(~in. if <:Iny. frC'T1 lin'" 7 or amount frorrl line 8. If
_

Ordinary Gains and Losses (see Instructions)

10 Ordinary

" '2 13

. .. , " " " ' "

f-~8'-t-

8

if any, fr"rn llnl." 31,..

'4 Nel \/Olirl

-6.

l~

. . _.... , .. ,

, ... ,. , . ,. .

or (Io~.s) 1rom Form 4684, linc~ 373M 4il
~~_~_ _

f---=1,;;3'-t

_

1-'-1-'-A-+_~

''Ie 25

'5

Orcinory gain f'om install'11ent Soles from Form 6252,

or 36"

16

OrdinMy (Jilin c,r {los:;) from like ' kine! p.xchar.ges from Form 8824 .. .

17

Combine lines 10 \I1rougt11&.

." .. ,...

t--'1~5-+

.. , . , . , .. .

f--'.'...6-+-

.. ..... , .. " . , . . . . . . . . . . .

_ _ _

-6 .

17

.~-2'I':'-"',";";~f,;·.,I:~" ,,-.; ;(~,.,,;':; "~."';:~'~":':

18 ~or :\11 e~copt Indlvid~
BAA For Psperwor~: Reduction Act No1ice, ~ee separate instructions.

fDIZlOC'l

lGbl

-6.

Form 4797 (2008)

12) 15IOP

Aug 24 09 02:29p

p.25

C'MIl N<>. '!>45. aO/~

6251

i'ocrn

::'!~.JllI·I~lt ul UIU ;ro~... ~ury Irl~~'rlH.·1 n,:-y(n\l(": ~';;",r .... o-

\arne~s)

Alternative Minimum Tax - Individuals SEe

~ ~

i¥;)

~parate

AtI
SeQuen:e No.

F,1,70N R

AND KArHRYN B HUTCHISON

how to camp-Ide each line.

If fil:ng Schedule A~Form 1C4C), ",nler the
rr

2

,

,

..

~

Iirw 9, ." ...

T;;xes from Schedule A (Form 1040),

....

,

II,

•••

,

•.

"21~ r",(uncl l,clY I'orm

1040, lint! 10 or line 21 ... _

,

.. " " ' ..

... .

.

...

.

'."

I

.

"

10

Depiction (difference betw~!cn rCQJlwr t;:;x ;mc1

11 12

N",t Cper;:lling loss dcducloon from Form ]040, line 21, Enter M'::J pos:tivo amount. ... . . ..

13

QU;'Jlifif>(J ~rrH:l11 blJf.incss st
Ar.q

.. '.

•••

.. . . .,., ......

Illvc~~menl 'ntC'rco·l eXD~n:,t! (di~rcrcnce :Jetwcen r~'ilul;;H b~ ~nd.xMT) ...

3

...

10

Intclcst "rom spt::cili0d priv2te actl ....lty bon:!s C!xC!mpt from the regu!;;:r Icl)( , , . , .. . , . . . . .. .. .... . .... . ....

12

",

. .

.,.,.

. . . . . .. , .. ,

Itom SclledL.lc K·l (Form 1C65-8), box 6) . ....

'

,.,

, ,

Electing I~H~e !Xl l'l~ISh1P5 (
DISposlllon of pr(,pcrly (difference tolelween AM- nnd regular lax gain or loss)

lB

DcprCcI2tio1 on asse'.s prnccd in scrvic~ :.Her 1986 (difference between reQuldr IClx Clnd AIIllT) ... , loss~ , .

.

. ...

'"

....

,

..... . ....

.

....

P~.. ~;"ivf'
Loss Ilrnil~Jtio,,~ (difference belw~+-!r AMT ;)l1d reguloJr tax incofT1e" or loS~), . , .........

cmd regul"r loll; irlcom0. or

Clrcul"tion cosl~ (di'fcfcncc between r"oul;)r k'lX
22 Long-terrTl «'nll·flel" (rJ,tfc:rcnce between Ar-IT ;md regular

....

......

,

....

,

t:-l~ income), ..........

24

Mining <;o:;l:; (eJ,flcrcr,ce between reo"l;!r t
25

Income from cerlain installment :.;()h.;~ l1cforc JJnuary 1, 1587., ..

•••

.. ..

..... . . . -. . . .. . , drillinG costs pnderL·I)Cc. , . Oll)er Gdjustmenl.!,;;, incluc!ir\g incorno-boscd re:31ed .adjLlstnl{lnts

26 Inlanglble

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15 16 17

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19

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20

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....

,

,

!part II

'

I A!tcma1ive Minimum Tax

30 Exemption. (If yOJ

w~r() LJl1u:r

29

709 919.

age 24
THEN

AND line 29 is not Ovt;r , •.

Ir YOl,Jr filing s1atus is • • • SInQIr. or head o· houset\Old..... ,.

. .. _..

Marm:cl filing IOlrr::y or qll",lify,rlg wldow(er)... Married filin~ sepClmtely

28

..

,

-52.

23 24 25

'

. . .... . .. _ . .. . ., .. . ..... .." , Altcrnntive !ax net oper
l.

. 21 22

. ....

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14

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18

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19 2D 21

,

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13

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16

29

,

11

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,

17

28

6 7 8 9

.

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41 87l.

5

...

...... ..... . '.

14 Exerci<;r' of Incentive sIeck option~. (exscss of A~lT income o... ~r regul.ar tax income). , . , '" . t:5tLltCS J:'Id trusts (mnount tWrn Sch~dulc K.] (Form 1041), bo)l, , 2, Cocl() A)... - .. ,.

27

,

673 530.

4

.. . .. -

,

15

23

,.

,

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2

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:3 9

'

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,

.,. , ..... .. ., . . .... .. . .. , 4 Enter the holYl(.' mortgage Inlerest ajjU5tment. it ::any, from line 5 of the worksheet in the instructions. , ... , . 5 MiscellaneoU'.j dcjuclion~ from Sche:lule A (Form 1040) line 27,.". , . , . " , . '" .. .... . .. . .. . .. 6 H FOnll 1040. Iir( 38, i~ ()ver $159,95D (over $79.')75 It morrice: filing separately), enter Ihl:! amount from lillt! 11 of 111(: Itcnizcd Dtdudlons Worksheet in t~ Instrvctions for S~hcdulc A (Form 1040).,. , .... ' 7 If clairninIJ tht. sLmclard dedUCtion, f,.'nicr nny amDunt from ::orm 4684, :InC 1&1, os a neg<3t,ve amount. , ... 3

32

~.

UlOl'lr, 01 Form 1040 or F(),m lQl10M'l

[Par:. I', "I Alternative Minimum Taxable Income (See Instructions for 1

2008

instructiofls.

Attach to Form 1040 or Fonn 1040NR.

. .. , . , .,

$112,500

,

,...

150,000

~nlcr

on

1<

line 30 ...

_

. ' .

$45,200

"

}

69,950

"'''':::'.

.

" .. 30

,... ... 75.000. , _. 34,975 i:lbo,·e ror your filir.£ status. see instructions, ,. 31 Subtrnct line 30 from lin~ 29, If more tl-,.:m zero, ;]0 to line 32. If 7.NQ Dr less, enter -0· here and on lines 34 I .;. ,'JrlC) 35 flnd skip the re~l of Pm: " ... , . , . , . . . . .. , .. , . . .. ..... .. . , . . .. _.. ..,.' ......:....:..:.... , , , .. , f.:731.;."..1-_ _.......;.7...:0:....:9:...L..;9:o.::;.l=.9...:.... 3Z • I r you ~rc llltn<; I-'orm 2555 1,)' 2555·EZ, sec inE.uuctlor:" lor ~hC! omount to e n t e r , · ; ,;:"

If Inc 29 is over the

." .. '

(lmoun~ shown

• If yvU rn~orted cap tBl g.linui,lrl/)uIIOI\$ dl·~clly o~ Pcrm 104~, line 13; ~!lll rAp OUK·'.....IS(', n1111t'rly Ilrp ell hy ::'8% (.28) !JI)d subtract $3,500 ($; ,750 ,f mmflcd filing scporotcly) trom tho re~ul:,

tox.

.. 3:i:

-'.

.;

..

33

Altcrn~tvc :nininum

1'!:'n\;:l(iVA minimum tox, Subtract I:ne

35

Tfl< Im·m Form l04Q, Ime 4'1 (mious OJny tLIX trom Form 4972 ~~no (lily forp.:gn t,llX crodlt 1rom Forn1 1040, Inc 47). If vou u:;ed Schedule J to trgure your la~, \Il\.! <;rlK)unl rro~' line 44 ot Form 1040 must be fl'fiourp.d .. , , . . , . , , .' .".. ,.... . ,."... .., .. withQut using Scnectulf! J (see InstrJctions).. ,

36

AMT, ::;I)otr~c;t lin!!

35 from line 34 If

33

('01T) I,oc.' 32..

7MO or If!!>!'., on!,:r

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.

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. . ,1-=33=-+-

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r--"'34""-+-__....;1;;..;.8,.;;;6.o...;;5;.;5;;.:~:;;. • .;....

·0·. En1f-!r h<:!rf> ;snri an Form 1040. line 45. , , .. , , . .. 36

For f3PC-IWOrk I~cclucticn Act Notice. ~cc separate illstruclions,

186 814.

"

_

3.ll

BAA

toreigf"l t(l~: ¢redi~ (sec instruclion:.) "

' " ,,:.

190,795.

o. Form 6251 (2008)

p.26 F'orm 6251 (2008)

!Par(lIl"l

ELTON R AND KATHRYN B HUTCHISON

£

L

Page 2

Tax Co'nputation Using Maximum Capital Gains Rates

37

Enter llle amour,' from Form 5?5i, dre ::n, If you ilrC fl\inQ Form 2555 cr 2555·EZ, enter tile amount from inp. 3 at the worksll(~ct In the in!>tructID,1~. , .,. , _. , .. , . . ............• ' ,.. . .. ,'. f-,-S=='7:,.,.,.f-_ _--...:7....::0:...,:9:..L.9;;...=1.:;9....:.....

38

Er'1I<:' 11110 omol.lnl from line 6 (Jf lile QlI:.'IlifL('!Ci Dividend:; ,)nO Capit,,1 Gillrl Ti::I)\ Wor~sheel in ~he inslWC:lons tor Forn 1040. line 44, or the amount from m~ 13 at the S~h~dule D TOix WDr".stll:'e\ in the ;n:;\ructions 10r SCllcr;!ule D (Form 1040), W~' Clcver
39

40

Enler ;he amounl fr(J~n Schedulo D (Form 104.0), line 19 (as refigured lor (',0' AMT. if nece~::;ht\l) (~ee In:;.lruction5). II you
I;;'.H'S

lj,.:_>:

:/',::::; 65 101. ~::,;(/;::

38

.

It 'IOU did nol (;vnplcle " SCh(~dulc D T<J~ WOlksheet tor the rogul~r tax or tl'la AMT, enter Irle ~mocrl !run /inc 33. Otherwise, acid Ime~ 3S end 39, and Mtp-r t11v smaller ot 11-8! re5ull Or Ille;
40

41

E[I~N

42

~"lJblri'lc: line

43

f line 42 I~· $175,OOC or I(;'~~ ($87,500 0' les!'. i1 mcrried Idlng sepamlely), mvillpiv line 42 0\' 26% (.26). O;hcrWIS>:, TnUI/ipiy line 42 by 21;1% (.28) Clnd suDtrilcl $3.500 ($1,750 It rni:llficd lilill£ separately) Irom

the sm..ller or line 37 or lil'le 40 41 trcjffl l,nC) 37 .. "

lh<: result.

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...... ',. 41

.

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I'· 44

':J1\cr: • $65.1OG II married 1ilin<J JOintly cr qualltYII'!) WiCOW(0 1·). • $32,5GO if s;-,)IC cr married filing scparately,

Of

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44

,.

45

;i,;;:

Enter \he cmel nt from linG 7 01 the Ov
46 SUbtr.Jcl

lin~ ~!j 1'0111

line 44, If ZNC or Ie,s, enti'r

47

Enl<;. rrlC smaller of line 37 Dr I,n~ 38

48

Enter [he

small~r

',; )',.

....:5=:..=:.9::.9,1..;;;,O,.;:9;...;7-'.'-i

.(j •...

o· line 46 01 I ne 47.. ,

Subtract linG 47 Irom lin... '11

52

MUltiply linA 51 Dy 25% (25) .

53

Ad:! lines 113, E:O, ar·c 52

64

..

...

It lint;! 37 i,; $115,::100 or result ..

.

\

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50

9 765_

1\

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......... 1L:..51'---1'-,

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" ... ~5::..:3~_ _---'1:::..;8"-'6::.L...=8;.;:;1,.;;.4.:...

I(~:,::. ($87.500 or less if m[lTried lilrnq :;cp
O\I1GrWI~C. multiply line :,/ by 28% (.28) ;:]nd 11('

55

..

line 39 is zer" or bl:lnk, skip lines 51 and 52 .. nd go l() line 53. Otherwlse, 00 to Iifle 51.

51

<

65 101-

V.ultlply line 4<,) by' 15% (.15).....

II

_,I

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49 SublrLlclline .1:: from line 47, .... 50

1""<

65 1 0 0 .

• $43.6!:lO I~ he<:J(! Of l1oL5ehoki.

__ ,....

.

i

,;ublraCI :$3,5JO ($1.7:JO i, 'f1,;,r,;ed 1:lng sepm
Enter the smi:l' Icr of line !l3 or line 54 here and on line 32. If you are filing Form 2555 or 2555.E:.Z. do I1(It entO'r this ,-,mollnl en line 32. Inste
1=9.::.5.J....=:.2~7..:7..:...

186 814, Form 6251 (2008)

•

A4] 24 09 CQ::?Dp

p.27

Household Employment Taxes

SCHEDULE H

(For Social Security, Medicare, Wilhheld Income, and Federal Unemployment (FUTA) TOlXes)

(rorm 1040)

~

I)cp~llmel1t or tne TrC
SLTON R AND A

44

o\tIach'l1(,'I~

See nparale instl1Jctions.

S

uerloe No,

B HUTCHISON

Did you pay anyone household employee cash W~f;i~ of $1 ,GOO Of more In 2008? (It af1Y t",o~etlold employee WiJS your sp:luse, yO.Jr child under aJc 21, your palen!. or anyone und8r Olge 18, see the ,in(> A Instruclion::. before you answer Ihis question,)

[RJ

Yes. Skip linES B ::md C and go to line 1.

D No.

B

~

(~'9

KA:~RYN

2008

Attach to Form 1040, 1040NR, 104Q.SS, or lC41.

Go to lire B.

Did rOll Withhold fedefGlI ,ncome lax durino 2008 for any hOl,(,cllOld employee?

~ Yes. Skip linE, C arid 1)0 to line 5.

I ...... C

ND.

Go

10 lire

C

Did VOI.J pny total cash wages of $1,000 or more in any cClI1;!1dar quarter of 2007 cr 2008 10 all househol<J CITlPloyce$? (00 not count cas~ W
aoe /'1, or

yOUf parent.)

D No.' Stop. DC) nol file 1hls schedulo.

o

Yes. Skip lines 1·9 clnd ~IO to line 10 on pa{Jc 2. (CalendCJr yCOlf t3xp,:tyers having no household erlployee,:. II) 2008 do not have to complete this form 10r 2008).

[P'art:ILrg Social Security, wage~

;;ubic:ct to

Medicare, and Federal Income Taxes

... ".1

socl.;1 security 13xes (~€e In5Ln.'Clion~)

I

1

Tot::!1 CJsh

?

S()r,ifl! secuflty ta<€s. Multiply line 1 by' 12.4% (.124).. " ...

3

Tolill cash wdges ~.ublect1o Medic;)re taxes

.lJ

Medi<.'~re tnx0S Mlilhrly linr. 3 by 2.9% (,029)

5

Federal iflcomc

6

lobil stlci,,1 security, MeIH~~re, 3I1V ltldcr:l' income bxes. Add ;ines 2, 4. il~d 5. , . . . . ... . ... ", ... , '"

7 Advance cClrned

t.lX

(lie!.: in~!ructlons).

1

'"

1

3

.

No. Stop. InClude the

I%J

Yes. Co lQ Ilnc.- lOon p
1,629 .

.

. . .. .,., .. "" .... .

,

,.,

..:1:.L...:6..=.O.:::-O~.

. , j----=6'-t-_ _--=1::..:O:...L::lc.::9~6_'__. .." ..

f--o-=7~

_

, . , , , , • , , , .. L....::8:-1-~_----"J"-", O:..c...::. 1 .=.9.;;.6.;..'

9 Did you P3Y total c
=:J

4 ".. " .. 1-"5'-1-

(EIC) p<Jyrncnts, Ii any, . , , .. . .

8 Net taxes (subtract linc 7 from line G). ,

6 967.

I

wilhMICI, if ::lny ..

nCom~ credit

2

employ~cs.?

~mount from line 8 <Jbovc on Form 10<10, line 60, ;;'00 <;Ileck box bon II1ilt line. It you oilrp. not required 10 file Form 1')40, see the line 9 Instructions.

BAA 'For Pn'Jilcy A.ct

~nd

Paperwork Reduction Act Notice, sec separate Instructions.

"011\<;412L

11119108

S:t"IE'dule H (Form 1040) 2008

AU:] 24 Og 02:31p

Schf'dlJlc H (Form 1040' 2008

ELTON

..-

HUTCHISON

R AND KATHRYN B

r:Rar:tJt-<"~'1I='cdcral Unemplovment (FUTAl Tax

....... '. ,

p.28

.... ,

Page 2 Yeo$

X

10

Did you pLl), unem ~Ioymcnt contributions 10 only one ::;lc["'?. " ,

11 lZ

Did you pay all 51<:lc unemployment cc·ntnbuhon,; for 2008 by April 15, 2009" Fiscal Y~CJr filers, sec instructions

11

X

Werf:) af: W.::lg('~ th;lt "rc taxolJle for FUTA t::lX al~o t~iX<Jbl(' for your stClte's unemployment t.:lX? .... ..... .

12

X

,.

'

..

-'"

....

.••

I

"

+', ••.•.•••

..... ,., ..

No

10

If you checked tile 'Yes' box en all the linel:>
Next:

Section A 13

N<)mc of the state wllcrc you paid

14

Stelle mporting rumbor as shown on Sf;:)te unemploymontlax returrL. •

uncmploym~!fll COrllr;.bulions....

15

Contributlon~ paid 10 your ~t:Jtc unemployment tund (se;; 'fiSllidiOolS) .. ,

16

Total Cash wOlgcs subject to FUTA lax (:;ee inslru~tlons~ ...

17

FUTA tax. MUltlplj IlIle 16 b

, ,. •

_

15 " ........ ,

~

...... , ... ' 17

Section B. <'Iml .. 0 to lin!'! 26,

.008, Enter thA result here, gki

~16:...r

Section B Cc:npletl:' (\11 columns below 111;)1 ~

18

(;)J r~amO'

I'

(e)

(b)

(e)

StJtc reporllng n umber <;l~ shown on

Taxable wage:; (LIS defined in sl..'1h? ac:t)

of stale' st()tc L1nempl(l'/rr1~nt tax return

From

19 995.

TX

a

VA

(1)

exper 1er1ce Stale Mulliply rale period experience column (c) rate by.054

SI;:]~c

(h)

(i)

Subtract column (g)

Conlribu1lon~

(e)

TO

1/08 12/0$

000.

(g) Multiply column (c) by column

. 0010

20.

1 060 .

432.

202.

230.

1/08 12/08

AcId columns (h) ;)n(J (i) of line 19. .

21

Tolal t;'
22

Multiply linp.'1 bj' 5.2% (.06:2). , .

23

Multiply lin~ 21 b)' 5.4% (,OM)

,

20

'

1 426. 1,242.

. ~nd

:0 line :26

amount from line 8, If you cI'lCcked the 'Yes' box Mi,ne C of pa(le 1,

(see

enter -0·..

instructions),

2A

1, 242.

25

184.

26

10 196.

27

10,380.

P>.re you reQuired to file F(lrm 1MO"

28

IRl

Yos. Stop. Ircludro the L1n1ount from 11M 27 above on rom, 1040. line 60.
No.

:Part>IV":;'

C·I:,-, Icow',

Q'

You may Il:1Ivc to CDml?lt:!~o Pilrl IV. See Instructicns Addr~.s

pO,t :>fIico.

~"I •.

and Signature -

Complete thl:; pari only it regu~red. See thp. I,nc 28 instructions,

"'Id ZIt-' cooo

UMor PCn<' I..', of 1l~I"r~, I ell cl""" Ih,,1 I h~ye

~xa~'il'>(\r:llhi. !iCh~"'ulo. 'r1C luclil'J (l«t>mrJ"nyillQ !ltB'Jlmtnb. ~nd to II".. bo"l uI 'I'" M""'le<"I';lr~( (ol''Ii!Ir lhan Ia~P"Y") " b~~

part Gl ;,ry ~~~nlel1t made 10, ,t;ol" UII"nlr>!cJvnw.,\ luro ~1~;rne<J as ~ crc~n Ufl (in intr.rm;,iior' or wt'ICh Dr'O.'J4,rj~' ft;,J~ ,)n)' knou"hJet~.r,.

~

22 995.

. . , , .... ,

1;'P,artdll';'1 Total H~us.ehold Employment Taxes

line 17 (or line 25) (lmiline 26

20.

1 512 ..

(:>f:C tl1C line 16 Jn51ruc\lo,1s)...

24 En1er lh'" smaller of line 20 or line 23 . 25 ruTA tax:. Sublra'ct 11M 24 from line Z2. Enter the "esuH hP.rp.

2"1 Add

paid 10 state unemployment fund

222.

1

19

20

Ente.-r the

enter ·0·.

1 080.

19 Totals ....

26

trom column (f). I f ;;,~ro or less,

w"".

-=-~~-:--------------------------

.

~~--------Dilte

Date

Paid

t-'Ie I:aror': s'~n~t,,,~

~ ,.....Jl.-

J...:::::.;.:~~~-'-'-.l...-J.L~---------

Preparcr's Use Only f'D14.~I21

, 1,19108

$(hodule H (Form 1040) 2008

ALg 24 09 0231p

Form

p.29

OME' No, 1545.0074

8606

Nondeductible IRAs to-

~,='T~~{~'s:~~rv :99)

Sec

2008

separa'~ ins1ructions.

~~~;~l~O 4S

~ At1aeh to Form 1040. F'OnTI 1040A. or F'orm 1040NR.

KA':'HRYN B HUTCHISON He>me acldres-; (ml'11IIl~( ~Ild street. Of

F"illin YOl.lr Addross Only if You Are Filin(l This Form by Itself I~ C~~ lown or and N
f>DSI

po. bOA

I~

,n...ll! I'S

fIQ( '(t~Irv.e.,.tlJd

10 your hcrT'lC'}

on,ce

[P!t:tT;:;J~""N"'o-n-'d""ed"';"..J.u c-t"':':bj ~l-e-:C"'o-n-:-tr~i :-buu,....,..·o-n-s-t"'o""':T="ra -c d""'it7'"jo-n-a"':"'1':":IR:-A:-s-an-d-:-::D~j s""t-:ri-;-b-u~ti-o-ns""""F""ro-m-"'T:-r-a""':'d it:-'j""o-n-a:-I,-=S:-=E==P:-,-a-n""'::d--SIMPLE IRAs Complete ;rm pori only if one Of mo'e of the folloWlrIQ 8pply. • You !Tilde nOl1deduct,ble cOl1trll)lJtions to

(l

tradlllonClI IRA fo~ 2008,

• YI)U leok dlstribullons from a traditiONll, SEP, or SMPLE IRA in 2008 and you mOld\) nondeductibll:! contributions to a ,rad,:ioni:ll IRA in 2008 or
• You CUllvcrtc:d p;:;r!. bul not ;)11. of your lr
Er,ler YCl,Jr ~oll(edu~tlble conlr,butions to tr!ldi~ion,!1 IR~s f~r 2008, including tho~e mildp. lcf 2008 fr om Ji'lnlJi). y 1, 200 .. thr
1

6 ;,) 00 .

2

Entef yeur Iota: ;)11'1'15 in tradition;; I IRk; (sec: instflJc:tlor,~) .

2

50, 613"

3 Add lines I ::md 2." 1'2008, diu you til-e it c;~lrilJution from t"~dition~l,

_...•.. ,.,

, .. "

. .•. , , . ,

..

,,.

.

.. .

. .. , . , , , ., .•.

, .• ".',..

.

,

"

"

f-3-.r--_---'S-.;6'""--'6;..;1;;;.8;..;....._

No __~__ ~ Enter th~ amourlt from II'ne 3 on I,'~e 14. ~ ~ ,, Do not complete the rest 01 Pelrt I, Yes ~ Go 10 line 4.

SEP, or SIMPLE IMs, gr make • RnttllRA conver!;, Oil?

,--:;;"'; ;.. ' ."

': .:.:.;:~:;.:;: .:

.,',.... 11" ...

4

Entertho5C corlr1butions included on line I that were made from JiJl1'Jary 1, 2009, lhrougt- April 15, 20C9 ..• i-4~+-

_

5

SUbtract line 4 'rom line 3. . , . , .,

_

, , , .. , • , ,

.• , , , .,

',."

~f

6 EnLer 111<.' value all yOllr 1raditioml, SEP,
or

,.,.

,..",S;:.,.,f--

~:/~:< :; : i;i:'y:

':':::

'.1

qualified ~i:;iJ~Lf;1 r'ccovery ;,!'>sisl::lnec distributions. If the result 1(; 7p.rl'l ~r 11.'ss, enter -0- (~,cc il1structions)..... ... " . . . . . . . . . .... ".,... .. f-.:::.6--t-----------,Ii:P;:.... :

7

~;~~ri~~t~,~f,O~~r~C'1Cl!
8

I;';·' .'

Enter yo,Jr distriDuti<)f's from \rodi:ional, SED, ::Jnd SIMPLE IRAs In 200S Do nOI In"liJde rollovers (other t~ar'l repaymllnls of qualified disaster recovery assiSI<Jncc dl~tribulions), QU
I.·.. :,;, :,;"',

'.;,Sf

,~-;:;

::;;~;;.'

7

..,..

;},:

En1er th~ net a ..,ount yOI,J converted ffom traditional, ~EP, (;1n~ SIMPLE IRAs to Roth lf~A~ in 2008. Do not Inc!ude 3mounl~ converted fl'\:.'If you I"tef reCllllr:lcterized (:>c(; instruction:», AISoo enter this Clrr'()\ll)l <:n line 1& _..

0(!>

8 ',;.'.

9 Add lines 6, 7, Clnd 8.

9 _!-----t>::,~;!! , ... ,1L-...::....

.

10

Divide Lne 5 bv linr. 9. Enter the re~u!1 as a decim81 rounded to at lea:;t 3 places_ It the ((,~1,J1t i~ 1,000 or more, ellfe' '1.000' ", .. , , , ... , .....

11

MultilJly .inc 8 b~' line 10. This IS the nonlGlX
,;,;,.>. :,

110 X

., -;..;.....-f'-'------lj:;:';:,

,:! C:

11

12

lo/,lI,JllrJ)ly lil:c 7 by line 10. This is thfi' nO'lI<.lX;)ble portion of )'OUf di!;!nbut,ons , lhDt you did not convert to:::l Roth IRA , .. , ", ", . . ,. iL..:,,:12;....J'-

13

Add lines 11 and 12, TI)i5

IS

. /',~ .

tre fl(lr'lt;lx,1ble portion of
lii~,:~<

-I,:,..i,~:: ,

14 SubtrEiCI line

1.3 from line 3. ThiS IS your to\~1 baSIS In tradition'" IRA!. lor 200B arK! eariler years

15a SlIblr;;:t line

1:~ from :in"

7.

,.

""

.,

_

. .. " .. f-'-1~3_1 .....

,", ""'"

114 i

-:-_ _ 56 ,6: B.

. 15a

b Amoun: Of~ 11m 153 3ltribut.1ble to QU<:llir,ed di!'>aster reccvery ClSSistance distribution-.; (scc instructions), Also ,mlCf 1I11~ amolJt: ()n Form 8930, line 13 " ,., , .. " "................. , .. ,. ,j--.:1.:::5.::b+-

_

c TAxable llnlOUllt. Subtract liM 1Sb from 11,1e 15
Note: You may be SlJoje,t to .:)/'1 addi!iorli,ll ] 0% tax on the nmourpt on :;n~ r5c jf you were under iJge 59-712 al tile time of the distribution (sec instructions). BAA For Privacy Ad and Paperwork Reduction Act Notkc. see in!>tructions. fD1A61" 2~ atl:l61C9

Form 8606 (200B)

A.Lg :::'4 09 0231p

p2D OMO No.

Form

4562

[)e,Dar:..,,~.,t 0: 1h~

Depreciation and Amortization

2008

(Including In1onnation On Listed Property)

T,OMSltry

hllEJof"ki.t Revenue 5eorvloo

rilte

"::)Sl

in~ll\Jctions,

.. Attach to

1~%·Oln

67

ur tllX return.

''';,)(\,'';8:=.; S~OWr') t,1I'' 1 Itturn

ELTON R AND SCHE~ULE

~iTHRYN

B HUTCHISON

E (ffi£NTAL) - RESIDENTIAL RENTAL

I:p.artrl Election To Expense Certain Property Under Section 179

Note: If y)u h,JVe any listed omperty, comolete PlJrt v before VOll r;omoiete Part I,

tile in5trl.ic\ion~,

MGl)\irli\,Jm LinlOUI"l. SP.P.

1

a higl1ef Iimi:

for

1 $250,000. f--''--i----,,-:::.=.o....r....;;...;..;;..;. f---'2=-+-_ _-:_ ~3~:--_ _2$....:8:.:0;.;O;.L.'::'O;;.:.O.;;O~.

for certain businesses. .

2 Tutal cost of $CC tion 175 property pl.1!ced In &ervlce (S()C irstructJons), , , " , . 3 T:1rcshold cost c·1 section 179 rroperly ooforc reduction in lirnilCltion (see im;truclions). . Reduction in limrl«lior;. Subtracliine 3 from line 2. If 7:p.ro Dr less, enter -D......

4

1--....:4---!-'

S Dell;)r liMitation for 100X ycar. Suljtr
- :-l-i:-.t-c-d-p-r-o-pe-.rt-y-.-'E-n-t-e-r-,:-':-) -~-m-':-':-:-':-:,-:-m-' '-'I:-:-:-:?9-.

5

(1 _" _'_' '_>_'_·'~le~O_' .;.:_'_):~ ~ ~(~C~)~E~ ~C:~ed~_C_(>:S\~ ~:i~t:i~

,1_

-.-.-.-..-.-.-,-,.-,-,-.-.,-,-,-.-.+1-(Ib_'}_<:'_"'_,

TotDI elected cost Of sectIon \ 79 property. Add aTlounts ,:1 column (c), II(\C~ 6 and 7.

8

_

~_ _

f---'8:::--1-

the

Tentative deduction. Ent~r smaller Of line 5 or line 8 .... " . , .. , , . . . ... 9 1-:"''--+------Carryov",r of disallowed doductlon tron line 13 ot your 2007 Form 4562.,., ... ,.... . .. ,.,., ....~'~o-+ EU~lnes5 iflcomr. 'imitation. Enl!;'r .he ~maJler of bVll,noss Income (not ~~" II1i:JI1 zerc) or :,ne S (~ee instrs) .. ~11.:-+_ Section 179 eX~C'lse deduction. Add lines 9 rind 10. btr. not enter more th.:W line 11,... 12 C;)(ryo\lcr of disallowr:d deduction ~o 2009. Add line:; 9 omd 10 less line 1;:,. ~I 13 I

9 10 11 12 13

_

do

Not~:

Do not [f!;e P;:lfl /I or Part iii bit/OW for fisted prc;rperly. Instead, use Pi';Ir1, V

l£Pat:t~)r.!"~1 SpeCial Depreciation Allowance and Other Depreciation

(Do not include listed proportv. !'See 'nstwctiol1s,)

dcpreo:.tion 1!I1Iowance lor Q\,J~llli~d property (olllCr than listed propcrly~ ~1<1(;",d ;,) ~Iv;ce rllJr;nQ the .. , .. .. 14 ........ ... . . . , . .... ... . .. " , . , . . . ... Plope~,y subject to sp.ctlon 168(1)(1) elcction. ... . .. .. , . ... , . . . . - .. ... . . , . . .. . ... . , . 15 Other deprecicilion (illcluolnQ p,eRS), ....... , ... , ... ... . .. - . " ' " .. .. ' . .... . . ... " 16 ::,,'(;Ci~1

14

Ii.lX

15

ycc.r (see instructIOns)

,", ,

,

, 16

,

'

J MACR~J. DepreciatIon (Do not 1I1c!(Jde Iisleel property.) (Sc~ lr'1st uctlons) '

!Part'lII,

~

,

,

r

Section A 17

M:"CRS deductions for ~Sse15 plilCC'O in service ,n t;'x ~:l(S bEl\llnning befo(e 2CDB

18

it you
Secti on B - Asse t s PI aCe d·In ~ Nice D Ufln(] ' 2008 Tall Year USing th e Gen~1':I1 Deprecialion S,vslem (c) [J"CI~ lOr' at'llroc'~ljon (b) I\IJJII~' .,':; (d) (f) (e)

(..)

CI(l,,~jh:;.IhtJfI uf J"'JVI..l4~~'

b 5-ycLlr prOperly .. ..

.

c 7-ye
,

.

f 2O.year propcr1\1... 9 25-yciJr properlY, ..

"

.

...

...

"

.,

.....

.:.',

."."

: '.,,: ~ . .~, :,.

.. ",".' ..

~~."

'.:;;

'.

.... '

Mctl10d

MM MM

S/1 S/L S/L

MM

S/L

25 vrs

.'.

14 615. 6 336_

VARIOUS

..

COfl1101 lIK"iI'

i Nonre!;i(),:;nti;J1 re.3l

27.5 vrs 27.5 yrs 39 VJ;S

...... .. MM .. ~cc uon c - A50sets PI II ccd In SCN! ce DurmQ 20081' ax Y ear usinQ the A tcrnb

p'operly . . . .

20a Class lifc.. ... b 12·year, , , . " . c 4D·year, . , , " .

E.eart:lV "j 21 2~

23 BAA

"

.

..

..

,

".'~' .

. - ... II.:.

. .. ,

.".

'l:" ..

..

;"

ct(.~f JI J(" ~ lOt •

. '.

II1$lruct,Cns)

244.

93.

S/L ve Depreciation

,

s.ystcm

S/L

..

S/L S/t

12 '.Irs

,. ,

Summ~ry (See

(9) Dt,~I;,cl~hon

.'

7/23/08 ""

I1ceo'lcry D"r·<)I1

., .'.

".,.' ,

h RcsldentiClI renlill

~&

.~ 1n!"."',dlCln:-.)

..

",i:'

.. .

on",. -

. ' ..":;:!...; ," '~~" .,:";, '. ,.

. , . ..

d ~ a·year properly ...

e 15'ycor propert", , ,

{bl~ir-r.:r...";jinll[!~;frr1r.rll

vaG< nl.Jccd 11"\ scr\flCe

19<1 3-yr:ar eroperly, . . . .. .

properly

, ..

MM

40 v:r:s

..

~i~lCd properly. t::ntef OJIHlU:1t from line 28. .... " ... " .. " ... ' Total. Add amounl, h;"n lil1C 12, lines 14 \hmuQ117 , lines 19 f.nd 2C ir column (Q). and t:Je i'ppropri~tc 1i1r:~ of your r~I~II\, Partner~hips and S corporations - ~ee 1~~lrUctlO1S. "

,

.... .. ,.' . "

..

"

Enl~r ,

. ,.

f70r assets SIIUIN:~ obove ;,;nd pl
for Paperwor!( Reduction Act Notice, see sc-par'ilte instructions.

...

,

"Ilf! 21.

'1CfC ~nG on

I

23

..

."

.

I

°DI:rcdl2L 06:12IOS

... " "

,

....

,,,,,

'"

,

21

.

22

9 300. ~:'~.': I:jj~·~;("~;,.r~~~?;:f~<~.'~ ~;;1~\/0" ;.. ; .

:'. ~~'. ':'" ,:,~,~:1' ':~'~,?:r!~()'f::~~\~t. {i. '~:(~;~y,~,~' 'I: I, .. /i.;{.",;j( "'.~!.-"(~~"'-""·l"O<~'~ ~ Form 4562 (2008)

.

ALg 24 09 0232p

4562

Form

ELTO~ Sus Ir'lC"iS

Qr

p31

Depreciation and Amortization

2008

(Including Information on Listccl Property)

Dop;onmerl Dr 1M TrO'\~w)' I'llemal R6\/{)no.~ !.ervice N~OO(~:, ~f) Ot'l

_....

:99)

.. See separate instf1letions.

.. An
Iotl"n

R AND

Kl~THRYN

B HUTCHISON

:.dl'l,':,. to 'Which 1/"1S tonn rottltr.:..

SCHEDULE A (POINTS)

!Parbh:'d Election To Expense Certain Property Under Section 179

r.

1

Natf!: If yOLo 'nave any lisle d ()(OOertv. c;omOIf~ I te P.a. V be~ore yOU COtnOIete I Por t I iV!t\(~tion 179 property placed in service (see InSlwctions) ..

1

$250 000.

2 3

..

$800 COO.

4

.. .. , .

. .. 2 3 Threshold r.ost (It section 179 property b~fDre reduclion in limitation (see instructior)s) .............. . . . . . . , 4 Rpduction in limit~tlon. Sub\r()clline 3 from linc 2. If zero Qr less, c:nter -0·....... _ .. . '., , . , ... oj,

••

,

•••

5 ColI
.. . . . .. ...

(i) D~>r:rl >011011

6

()I

. ....................... , . "

.. .

(lJ) C",\

>!'o!J'9n'l

,.,

••

"

It marrieC riling ., , , ...

..

...

(bu.'''''", ''''' nnly)

- .. .... , " (c) e:lcclc~ C,
5

ii:gJ!~i~(~¥~Jj~~.~if~

'.)";;-I:!"!i;''.;{C(.r~..;~;,rI'~~~U ~)~.~/,.,J ";",.7~~,: r~ ,~';:~~;''':~ '!,i;?!'

~/<~::"l.'4.{j,t~~';¢I:';II:".p -""':7,,.;.;...~I!I'>,.'/I' ~-'-'-;'" ') ",.,'/'-.;,.I,.''Z.... ~,

.

.... . ." Llsled property Enter (he :lmounl trom line 29 ........ I 7 8 Total eleded cost of section 179 pro;Jerty Add amounts Ln column (c), 'irw~ 6
7

".r'.1'

1Sf;\A:~~ , _ ,I, ;i;iii',WtI{;)~?;,;)I;//Iii~ "IJII _If. i.

·J.wll

I

"

...

Note:

Jo

I:Pareu,/:! 14

l'

II! tie/ow for listed J;ro"erty Instead. tlsP. P'lrt V. SpeciOlI Depreciation Allowance and Other Depreciation (Do not Include li<;t€>cl

flot use Port II or Part

nropcrtv-' rSee il1struct:DClS.)

I

Special depreciation allowance tOf qualified property (ol'ler than listed property) ploced in service dl,Jrin!J Ihc: [::IX year (see i(~frl,Jctlons) ,.. . . _.........

15 Property subjcct to section 168(f)(1) election. 16 O(llc'depreciahon (Includino ACRS)....

ilcc.ounts c eck hare.. .

,..... .

.. . .

. .. . .. ,

.~QrVjr.r'!

Ofi

V-

Vj~

,......

(d)

(l>u'\lnesslinY
Jo'C~' plll<;~ lr"',

.,.

(C) ~,. to! 001>l&<;ii100"

(b) Month "n(I

(a) Clo";rc~:,,,n of prcrJ(',ly

.... .....

~14.:--

_

1-'-'15::-,.16 I

_

not include li~.ted property.) (See inslrLJdion~) section A

l:part'.II1;;'1 MACRS Depreciation (00

as:;~t

;.'/~"'~> r-'i-.';,f,t,~· r·f,~'2:~{·({(i: ;,'.~':)':>': :

J;~C",,,,,ry period

Irl$;ffOCbOns)

.

(e)

CeI""",I"",

~

(I)

(g) C"I"e"a110n

M.t1<>d

dctli1Ct~'"

....:.1g=a..:::3:-·yz..:.e::.::il:.:.r....tp:.:.r.:.opt;;e;;:.r".tv,~.-'-.:-."':",;..'' '-''-'-'f'''':''': :C:., \;;.f--------+------+----+------+-------b 5·y'M

pr()perl~

, .:;/';:

-~C,..::7:.....y'-e:..:3-'-r...J:p-'-r.:;.opc;.;c;.;.r.;
... . -'.:

f--------+------4------I--------I---------

d lO·vear proporIV.... , .. , ..,::,./.:';";.,:: ";:";::./',::,

~,...:....:;....:.=...t".._ =;'_~.L,;...:...:"':"':"':"'-'-!I.';;~. I!' 15·ve;-lr

P'OPN·V..

. .... I.:::

_=....:..:.:.~'--"'---"=-"~.:....:..;",;,-'--i::."

:.,'::

.

f 20-ycar proper,. . .. .•.:, :

9 25,¥e.:lr propf,:q... . . ....

.. ..:.\ ...

'I----~-+-----+---+--~--+--~~i

, . f--------+---::-:----+----+----:~=__-_+--------

h Rosident.al renl<J1 :)foperly.. .... . , .. . ..

I

~onresldenliHI rC<:l1

Sit

25 vrs 27.5 vr5 27.5 yrs

MM

S/L

MM

39 yrs

MM

S/L SIt

MM

Sit

property..... , . ~Oectlon

C - ASSl:ls P <'Ie-cd In Se1'\li(;e DurinCi 200B Tax Year Uslna the Alternative Dt!oreciation System 20a CI
--==-=b:";;1;';;2-;;';vc'="1I':':'..-':r"" ..'-'-.-'-' ..-'-.:.-.,;,..; .•.:-.:...:...--'--11,,:;.. c ;lO-yeLlr ...

,.7 ~..

. . :;;

.. .....

12 yrs 40

yrs

S/1 MM

S/L 21 22

BAA For PClpc.-worl<. Redl.lchon Act l'Jobco, sec separate instructions.

rnz(Il I2\. 06112/08

Fum. 4562 (2008)

_.

ALg 24 09 02:3?:p

l.:.:.:::.:..:::....:.:.;~

2008 RI.TON R AND KATHRYN B HUTCHISON \ ~<:Ige 2 erty (Include alJlDmobijles, certain oUlcr vchicles cellular \elp.phones, cert~in COripu\crs, .md properly us.eo10r Listed

PrI'r

emerlalnmen , rCCre::ltlon, or <'Iml;scment.)

Note: For i!Jlly vehicle for which YOu (ire US;rrq tn~ st::Jndard mileage rpte or o'educlin(} le()Se expense, corrrplede only 24a, 24b, collHTm$ «J) through (c) cf Sect/or) A iJll of Section B I3T1d Sectien C if appl/C(ible . Section A .- Dc praciation ~nd Other Information CClIl.ltion: See the instructions for limifs for DlilsseOO€f ;)ulomob,Jes.)

24a)c \QU

1'31'f

eVidence

te

~IJUnort the bl$i~esS/Ir\ICStrnCl'lt lise ~hilrJi:!
\'It!r:I~t!'s

Bus ,nessl mEnt

Ja~ DI~D:"i III Sc\'MOO

- tI'" u· ~'Cp."IY (1,.1 tir5t)

!

(c)

(b)

(a)

I Ilvt:!§ I

I I Yes I I No 124b

.. "

(d)

I

B~srs

cast<J! Il.lsis

dcp,,~~lturl

for

(busl ne-&S1'~'fC~rnc,:r11

"~I~I

us~

(h)

(i)

Re<:OVflY

Mc1ho<11

[),,~recialioo

f""iOd

COOIICotiQn

dcldLJGtlor"'

t:lected SEcl'on 179 ~DSt

25 Speci.:ll dcprccl3tJ(I~ (lilowancc ,for qUCllificd liste~~proj)",rty p~':lce~).in service during the tax ye<Jr
27

Peor"'\' "'d

~ In

F'.'

n

Qual~tied

1m

bl)SIMSS use

;03 " " , ; " ,

~~ In~tfuc,lons

..

r lNo

Yes

I

(g)

us.e orly)

poroon1.'~t~

If 'Yes,' is tile evid01CC written? .. \ , ,

(t)

(e)

. .. ..... .... ." ... ,. . ..

~pLii~J;,r~J.~9tj:~

~d:.,'FI/r.~~..:?·W:;!:';;~·;';;.

25

b""n,,, """

;:". ;".':

=28

"'.

Add amounts 111 c(·lumn (h}. lines 25 thriJugll 27. Enter hp.rc and on 11"'" 21, p~gc I . . .

29 Add
...

1..

j)-"lQC

,.

.. .

"

,

...

,

.

..... 128

",. , ",

;< '

. ..

....

!N::W~1,

.."

...129

,

Section B - Informanon on Use of Vehicles Comple:e thi~ section ff>( vehicles used by a sole proprietor, partner, or other 'more than 5% owner,' or reltltcd persoll. It yOll prOVided vehIcles to your employ~C$, fir5t anSwer tho Quesliom; ir, Section C to &1')oP. il you meet an exception to completin{l tlli& section for those l,Iollicles

(a)

30

Total Du::.in055IinvestrT1er'll miles dnven during the year (do not include commuting miles) " , ... . . . . . . , Tol31 comrnulin~ ~ljl("; driven dUflna the year. ..

..

31

32

"

(c)

(d)

Vehicle 3

Vehicle 4

(b) V~/1iclc

V€hicle 1

2

(f)

(e) Vcll'cle

5

Vehicle 6

...

... , .

Total other perSQllClI (noncommullng) ,. . . miles drivl;'r'l.. , "" . . .

..

33 Tclal

mjle~

driven dur'ng 1I1e 'lear, Add lines 30 thrOUg:l :::2. " .. ". .... , ,., ..

No

Yes

Yos

I

No

No

YIl!!S

No

Yes

i

34 W(lS the vchicle clllJllable for pp.rsonal use dL.:ring off·duty hours? ... . " .. "'"

No

Yes

No

Yes

r,'

35

Wa'], Ihe verllcle uscd pnm1lfily by a mOle UkH' ~% UV!I{It:1 or rp.li'lted per:lOn-) .. ..

36

I~ aneth" r

I

I

,

Vcllicle "v.,il;Jblc for

Der;;Ol'l(,l1 u::.c? ..

..... . . .

""'"

.

..

SectIon C - QUB!ltions for Employers Who PrQllidr Vehicles for Usc by

T~lr

EmplQyees

Answer l/lese ('jlll'!!>tian:; to determine if you r'T1f!HI an exception lo completing $p.cl'Qn B for vehicle::, usod by employee~ who are not more lhnn 5'0 owners Of rclJtecl ~efsons (see in:;lruction,) (f10l1111~in il wntlen poiley SIClIC'n('nt that prohlbits :]11 pe'son(.l~ u::,c of vehicles, Incluc1ino commuting, bi' your employees? .,.. .. .," " . "" ... ." . . , , ... ,...... . .. . ..

Yes

37 Do yuu

.....

rnalrtBin il written policy sl
. ..

No

'

38 Do ycu 39 Do

you tre.,l alt

u;c! of vehicles by

cmploy,*,~

;JS personal usc?

,

..

,

",., ,

"

.

.•

,.,.

It

••

....

"'.··

'."

,

,'

,

..

,.,.

'

,.' ,

40 Do you pro,-"de more tll()n five vl:!hiclt::s. to your employees, obtain loforrrli:ltion from i'OUr employees "bol.lllhc lise of the vch"::'C'$. ~nd 'el~in the inform
." ..... , ........... , .... , ............ , .................... , ..

00 you meel the ·eql.urcments con(A'~rnlllg qualified Jutomobile demonstration use? (S('C' inslructlomi,).... Note: If your (lfl:;IVN to 37, 38, 39. ... 0 Of 41 IS 'Yes, • do not complete Sec lion 8 for the covered 1I6hicles, , [P-:artVI I Amort/z·)tlon .Ill

.. .

,

..

",

... i;~;j~r:!;?lB ,~t;:*:f;~~3;;V:'i

<.

(b)

(3) DoSC/il,lion 0: C\')sls

42

B

D:'.ite

(c)

dlll{)'\liull~1 bn~

n!;

(f)

(d)

(0)

,o,fTlOniZtlble

C<:xlo

Amom.:;>lion

"m~L1'l


Pe1IQ(l

0(

r rel="nofollow">erc"n1B~~

Arroortl;";1tIQn

forthil; ,'ea'

AmMli;.:~tion of co~L<. th;:lt belll.,s (]IJr',nq vour ?OOR Lax year CSE!Po in:;lr uctiol1~);

OF A VA

MOR~GAGE

I

2,000,

5/15/08

15

461

89.

1

43

Amor\lz<Jt!On of '::05ts t~a~ beQan before your 2008

•• ·

.. , ..

"

44

Total. Add Llmollnl!'; In column (I). See the ,nslruction'S for wnere to r~r>ort ...

""

,

lax

year

..

.

. , I""

....

...

......... ,

". ,

., .

" .. 143

..144

89. " Form 4562 (2008)