Gov Rick Perry 2008 Taxes

8/14/2019 Gov Rick Perry 2008 Taxes

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25 1040 2008 I ~ ..... u.s. Individual Income Tax Return IRS US:c Only - Do not W'l:e or stzmle In thiS spa.ceLabel ; : : C ~ 'Ole \ ' e 2 . ~ Ja'l .=-1::>: 31,2006. or other 13.\ ve2r beglnnlllg t"j'_"C,--- _ OMB No 1 5 - 1 ~ - 0 0 7 400 f ..I--Your f'rst n a m ~ and Irlltlal ' ----- Las; name Your soolal secur,!,' number(Sec L ,Inslru::']! A JAMES R. jpERRY -------------_t"on !.j'JC 1 ~ . , Ii-;;Joint return, s p o l l s e ~ f l ! s t nam;;;:nd I n l t i - a : - - - ~ - - I t:aStilame SDouse's soolal securdy numbeUs, the IRS L M. ANITA JPERRY _laDe!. H Home address (number and street). If )'OU Ilave a P.O. box. s e pag8 14. r ~ p t . riO. You must enlerCJtllervllse, E 1010 COLORADO . . your SSN(s:! above .. .please print R ---.------.or type. E City. lml,TI u PCJS' office. 5:3.:9, a ~ ZIP code If Y D ~ ) have [) foreign adaress. see pJge 1... ChecKing a boy, belQw WI:; n o Presidential AUSTIN TX 78701 changeyoul lax or relundElection Campaign Check here if you, or your spouse if filing jOintly, want $3 to go to this fund (see page 14) l-:---j You c-J Soous

1 0 Single 4 CJ Head of househol(; (With qualilying person). If the qualifyingFiling Status 2 LxJ Married filing JOintly (even If only one had income) person IS" Cllild bu: not vow dependent, enter thiS child's3 LJ Mar:red filing separately. Enter spouse's SSN above name here. Clle:;,. 0111,'

[lIlL flOX. and full name here. 5 0 OualrfVInO wldowierl Wltll deoendenl cllliel (see paoe 16)6a LXJ Yourself Ii someone can claim you as a dependenl, do not check box 6a 1~ r ~ ~ ~ S " ~ h d e ~ ~ e j 2Exemptions b l ~ l l o u . e . ----J No. of children- - - - - - ~ - - - : . . . . : - ~ - - I - --'-3) Depenacnl'S-' : --11-4i/";fQL1allfJ' on 6c whcC Dependents: I C) D e p e n a e n ~ s ~ O C I ; : 1 1 I \ 'I . ~ !nO adld tor _ Ilvec '-'vlth you 1'I security number r e l a _ , o n J n , ~ ,0 Child tax credit(1: Firs! name Last n::Ime I I you I lSec p2.Qe 17) did not live 'mIn! i -----+---- >'ou aue to divorce_SYDNEY PERRY ; [)AU(}WrER l ~ - - - - ~ ; e ' ; : ~ : ; ~ t l f ~ j , : ' 1 _ .. _I ,Dependents on BeI I nut enlered above-.------ ------ ------r ----------:----- Ad d n u r n b E ~ S

Total number oj exemptions claimed-+- ~ ~ ; ~ e e s ~ _-.WWages, salaries, liPS, etc. Af1ach Form(s) W-2 E'1'__ - - . 1 . l ~ _ Q . ~ Taxable Illterest. Attacll Schedule B if required . . . ~ . ) 77 Tax-exempt interest. Do not include online 8a La.b.....L --.l.-'-_Q 11 . '-IOrdinary dividends. Attach Schedule 13 if reqUIred . .. .. . . ! ! .J 28 I 04 3 _ ~Oualified dividends (see page 21) 21,L'lJ7 .1 Ilaxable refunds, credits, or offsetS at state a!ld localillcome taxes . ~ 1 _Alimony received ~ Business Income or (loss). Attach S c h ~ d u l e C or C-E/' . ! 12 iCaprtal gain or (loss). Attach Schedule 0 if required. If not required, check h818 D r---13T---- - L 0 06-:Utller gains or (iosses), Mach Form 4197 ~ - _ - ~IRA distributions ! 1 5 -J b Taxable amount p-5IJ.l1-----Pensions and annuities l J . 6 . 2 ~ J b Taxable amount ~ - b ~ - - - - - - - - - - - _ Rental real estate, royalties, partnerships, S corporations, trusts, etc. Mach Schedule E ~ 1 1 7 8 1 2_tiLJQ.2."Farm income or (loss). Attach Schedule rUnemployment compensation 19T--- - - - - - -Socralsecurity bcnefits ! 20a I J b Taxable amount (see page 25) ~ _ 2 C b [ - - - - - - -Otller Income. List type and amount (see page 28)________ . - - - - - - - ~ I

I rEE STATEMENT 1 21 65 000 .22 Add tile amounts in tile far II Ilt column for lines 7 IInoual! 21. ThiS is vour total income . i 22 I 282 r 609 .23 Educator expenses (see page 28) . .... .. . . ......24 ~ f T I ' ~ ~ ~ ~ s . b ~ ~ , ~ ~ ~ ~ ~ : ~ e 2 n 1 s 0 e ~ ~ r ; ~ ~ e ~ : ~ ~ . s , p8rformlng artists, and feG-basls governmentAdjusted

Gross 25 Health savings account deduction. Attach Form 8889Income 26 Moving expenses. Altacll Form 3903

27 One-half of self-employment tax. Attach Sclledule SE28 Self-employed SEP, SIMPLE, and qualified plans29 Self-employed health insurance deduction (see pagc 29)30 Penalty on early withdrawal of savings31a AlimollY paic1 b Recipients SSN _32 IRA deduction (see page 30)33 Student loan Interest cleductioll (see page 33) STMT L134 Tuition and fees doeiIlGI'I'. /\ltJCll Form e91135 Domestic p r o c : u c t i o : ~ a e : t . ~ : : . S derluctlon. I\llacll rorlll 890336 i\rIrilines 23 t:lr :JUGll 31a alill 321hrough 3 S . . .. . .. 4 ,942 ._

81CGJ l~ ~ _ c . : ' ~ _ 37 Sul:lraclline 313 irern ~ 1 1 8 J ! ~ I ~ r u j ! ."' __ 277,667.Lil /I Fur Disc:osure, Prj'/acy Act, and P,lpcrwork R e ~ ~ r e e Y g c 213. Form 1Ot,O (20C6j


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1____ 1 C ' ~ ~ 4868 i Application for Automatic Extension of Time' ' ' 'Clmen:o:lheh''ClJC' : To FHe U.S. Individual Income Tax Return I 2008

eve:1UC' Se"JIC( ( ? ~ ; ; I , ~ o r c.:1lenc:1' vea' :?l}J:: 0' ot ' le r ! ~ ! ) '''O'.T t;':'OI'1"In


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rorm 1040 (2008) JAMES R. & M. ANITA PERRY PageTax and 38 Amount from line 37 (adjusted gross l!lcome) 38 277 ,667 .Credits 39a CI18ck {q You were born befor2 January 2, 1944, [ I Blmd.)1 Total boxes

if: D Spouse was born before January 2,1944, 0 Blind. checked 39aStandilrd DDeduction lor -I If your spouse Itemizes on a separate return or yOil were a dual-status all-=n, see page 34 and cneck here .. 3gb i People who I c Check if slandard deduction includes real estate taxes or disaster loss (see page 34) 39c 0 i~ ~ ~ c ~ ~ ~ , n a ; ) 40 Itemized deductions (from Schedule A) or your standard deduction (see left margin) . 40 I 59 r 200I I I; ~ g ~ b w ~ ~ ! 41 Subtract Ime 40 from line 38 i - ~ - - - 2UL1_4_6J_.~ ~ a ~ ~ : d ac a i 42 If line 38 IS over S119,975, or you provided hOUSing to a Midwestern displaced mdlvldual, see page 36. Idependent I OtherWise, multiply $3,500 by the total number of exemptions claimed on line 6d 42 9 380.i 43 Taxable income. Subtract Ime 42 from line 41. If line 42 is more than line 41, enter -0- 43 I 209 , 087t*+- 44, 46. 3_.All other.': , 44 Tax. Check if an" tax is from: aD Form(s) 8814 b0 For m 4972 _iS'ne'e 0 ' I 45 Alternative minimum tax. Attach Form 6251 45 ~ ~ _ ~ __

IMa,""a filing 46 Add lines 44 and 45 ..... ~ _ 44 . 463 .I seoaralely, 1, - ! - .. .......-1 ,1""50 47 Foreign tax credit. Attach Form 1116 if required 1---"-,47 7 ' - - " 3 _ 4 " - ~ .iMarried filing I II lo,ntly or 48 Credit for child and dependent care expenses. Attach Form 2441 48 I

I: : J d a ~ ~ ~ r ~ 49 Credit for ttle elderly or the disabled. Attach Scheduie R . U 5 4 ~ 0 9 ! 1I S10 gOO 50 50--+ _ducation credits. Attactl Form 8863 I.."".iHead 01 51 Retirement savings contributions credit. Attach Form 8880 l_51 Ihousehold, ! I $5000 1 52 Ciliid tax credil (see page 42). Attach Form 8901 if required ~ h - - - - - - - - ' -Il . .__ 53 Credits from Form: a[] 396 b D 8839 c 0 5695 L - i : J ~ + - - - - - - - - - - - -

54 Other credits from Form: aD 3800 b 08801 c r - j Ls.iJ - - ~ - - - - - - - - I 55 f\dd lines '17 tlJrough 54. These are your total credits 55 734 .______ . i6 Subtract Ime 55 from line 46. If line .55 is more tllan [lile 46, enle, -0- I 5:6 j 729 _!Other 57 Sell-employment tax. Attach Schedule SE 57 i ~ ~ J 3 . l ! _Taxes 58 Unreported social security and Medicare tax from Form: a C 4137 be 8919 r : : t=8

59 Additional tax all IRAs, other qualified rek::ment plans, etc. Attach form 5329 If required 59 __60 Additional taxes: a. CJ AEIC payments bL! Household employment taxes. Attach Schedule H _

_ _ _ _ _ _ _6_1__Add lilles 56 t h r o u ( l l ~ 60. ThiS is your total tax ~ 6 l . . j _ ~ __=2lL.l_--Payments 62 Fo',, ,liewm' ,", with ho'd rcom fmm, W-' ,eO 1099 L62l" 2LJ3 1- ISTATEMENT 8

I63 t008 estimated tax payments and amounl apPII.ed 1rom2.00. 7 return 23_ 1 41_,-O_QQ.... III you nave 64 a Earned income credit (EIC) .. .... . 64a I '


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

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_______

& M. ANITA PERRYAMES R.

Casualty andTheft Losses 20 Casualty or thef t loss(es1. Atta ch Form 4684. (See DaGe A8.\..

(Seepage A9)

Job Expensesand CertainMiscellaneousDeductions

21 Unreimbursed employee expenses Job travel, union dues, job education, etc.Attach Form 2106 or 21 06EZ if required. (See page A9.)

~ Q l i I Q I t ~ A N P _ r : R Q F ' . ~ S _ S ] : . 9 l 1 b - ~ _ J 2 Q ~ S 6_2_.22 Tax preparation fees23 Other expenses investment, safe deposit box, etc. List type and amount

~ E I i Q l 1 _ K _ - J _ _ : R ~ Y Q C _ A _ B J , ~ _ ~ ~ ] ) ~ ) 2 _TRUST STATE AGREEMENT FBO- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - :RICX _P_El'-E-: _I2TQ _9_-_1].:: I ,-2_1_0_. 23

r2'-'-1+---22

I750.1

'-17 210.8 , On......4 Add lines 21 through 23 24

25 Enter amount from Form 1040, line 38 .26 Multiply line 25 by 2% (.02) 2 7 7 667 -lJ-,--_=5..L, 27 Subtract line 26 from line 24. If line 26 is more than line 24. enter 0 ........... 1271 2[469 .

OtherMiscellaneousDeductions

28 Other from list on page A1 D. List type and amount- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ~ - - - - - - - - - - - - - I - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - I ~

SCHEDULES A&B(Form 1040)Department of the TreasuryInterni:ll Revenue ServIce (99)NClrnelSj sho ..... n on Form 1040

MedicalandDentalExpensesTaxes YouPaid(Seepage A2)

InterestYou Paid(Seepage A5)Note,PersonalInterest isnotdeductible.

Gifts toCharityIf you made a(jlft and qat abenefit for it,see page A-7.

16 Gifts by cash or check . .. . SEE STATEMENT 9 16 37 986.17 Other than by cash or check. If any gift of $250 or more, see page A8 .

You must attacll Form 8283 if over $500 ~ - - - - -18 Carryover from pnor year19 Add lines 16 through 18 1191 37 ,986 .

Caution. Do not include expenses reimbursed or palo by others.1 Medical and dental expenses (see page A 1) .. 11-'---c--2 Enter amoun t from Form 1040, line 38 L2.1 !

-131Multiply line 2 by 7.5% (.075)Subtract line 3 from line 1. If line 3 IS more than line 1, enter 054 State and local (check only one box):a o Income taxes, or SEE . STATEMENT 11 b [X ] General sales taxes }6 Real estate taxes (see page A5)

7 Personal propert y taxes.8 Other taxes. List type and amount

9 Add lines 5 throuqh 8 .

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

11 I~ 1 L - - - - - ~ 12 Points not reported to you on Form 1093 _-----j13 Qualified mortgage insurance premiums (See page A6) 1134 I14 Investment interest. Attach Form 4952 if required. (See p3ge A6) . .i ,1 ' - " 5 ' - - - - A ' - ' - " - d d " - " - l i n - " e ' - ' s ' - 1 : . . : 0 ' - t ' - h " - ' r o , - - ' u = ' - ' h - ' 1 - ' 4 ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ _ ~ ~ ~ ~ ~ ~ - - , - - - - T ~_ __ --'1_1'-"5:-;-i__ ",1.:=2 [ 218 .

Schedule A - Itemized Deductions(Schedule B is on page 2)

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

, 1

!

19 It--.-12.1-2L8l

II1I

OM 8 No 1 5 4 5 0 0 ~ 4 2008Your social security number

Jr 4 ,i

7 704.

5 2 8 ~ 16 4 866.1J. I

IIi

Total 29 Is Form 1040, line 38, over $159,950 (over $79,975 if married filing separately)?Itemized L'..::J No. Your deduction is not limited. Add the amounts in the far right columnDeductions 59 ,200 .m lines t, through 28. Also, enter this amollnt on Form 1040, iine 40. 1 s T H T J O ~ ~ UX] Yes. Your deduction may be limited. See page A1 0 fer the amount to enter. I

30 If vall elecl to itemize c!"rillctions even t:1Ouah they are less Ulan your standard deduction, Cllcck Ilere >- L ' . ' - ' - ' - " c : . . . : . : c " - " - ~ ~ " _ - ' = " - ' - - _LHA 819501 1110"'0 For Paperwork Reduction Ac t Notice, see Form 1040 instructions. Schedule A (Form 1040) 2008

4786859 630 2008.03051 PERRY [ JAMES R. 630 2


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Scr.eaules A&8 (Form 10401 200B GM B No 1545-087


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OM B No 1545-0074SCHEDULE D Capital Gains and Losses(Form 1040) Attach to Form 1040 or Form 1040NR. See Instructions for Schedule 0 (Form 1040). 2008epartment of the TreasuryInternal Revenue SerVice (99) Use Schedule 0-1 to list additional transactions for lines 1 and 8.Name(s) shown on return Your $0:::1


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I

Joneaule D rForm 10401 2008 J AMESR . & M. AN I TAPERRY aoe 2L'art III Summary - - - - - - - - - - - - - - - - - - - - - - - _ . - - - - - - - - ~ - ~ - - - - - - - - - -16 Combine lines 7 and 15 and enter the result

If line 16 is: A gain, ente r the amount from line 16 on Form 1040, line 13, or Form 1040NR, line 14. Then

go to line 17 below.e A loss, ski;:> lines 17 through 20 below. Then go to line 21 . Also be sure to complete line 22 Zero, skip lines 17 through 21 below and enter 0 on Form 1040, line 13, or Form 1040NR,line 14. Then go to line 22.

17 Are lines 15 and 16 both gains?n Yes. Go to line 18.o No. Skip lines 18 through 21, and go to line 22.18 Enter the amount, if any, from line 7 of the 28% Rate Gain Worksheet on page 08 of the

instructions19 Enter the amount, if any, from line 18 of the Unrecaptured Section 1250 Gain Worksheet on

page 09 of the instructions.

20 Are lines 18 and 19 both zero or blank?[.J Yes. Complete Form 1040 througil line 43, or Form 1040NR through line 40 Then complete theQualified Dividends and Capital Gain Tax Worksheet on page 38 of the Instructions for Form1040 (or in the Instructions for Form 1040NR). Do no t complete lines 21 and 22 below.

[ ] [ ] No. Complete Form 1040 through line 43, or Form 1040NR through line 40. Then complete theSchedule D Tax Worksheet on page 010 of the instructions. Do not complete lines 21 and22 below.

21 If line 16 is a loss, enter here and all Form 1040, lille 13, or Form 1 O , ~ O N R , line 14, the smaller of: The loss on line 16 or SEE STATEMENTJ,6} ($3,008), or if married filing separately, ($1,500)Note. When figuring Wilich amount is smaller, treat both amoullts as positive Ilumbers.

22 Do you have qualified dividends on Form 1040, line 9b, or Form 1040NR, line 10b?[XJ Yes. Complete Form 1040 t h r o u g ~ Illle 43, or Form 1040NR through lille 40. Tlle:1 complete

tl18 Qualified Dividends and Capital Gain Tax Worksheet on page 38 of the Instructionsfor Form 1040 (or in the Instructions for Form 1040NR).

II No. Complete the rest of Form 1040 or Form 1040NF1.

19 I

21

~ 1 6 ~ 1 - - ~ < 5 6 7 r 5 2 3 .

181------

3 rOO 0 .)

Schedule D (Form 104D) 2008

820512 11-08-087630 2008.03051 PERRY, JAMES R. 630 2


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

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

Attach to Form 1040, 1040NR, or Form 1041. See Instructions for Schedule E(Form 1040).Name(s) shown on return

R. & M. ANITA PERRYYour social security number

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

1TLGtthe type and address of each rental real estate properly: I 2 For each rental real estate property listed i f u ~ATRESIDENTIAL RENTAL PROPERTY I online1,didyouoryourfamilyuseit I IIk51 ps ! I i 7)J ~ during the tax year tor personal purp.oses I A x- for more than fhe oreater of:B I - 14 days or. J. R. PERRY CO. - ROYALTY _ 10% of the total days rented at lair rJ3---- - C I rental value?______ [ (See page E 3.) CProperties Totalsrncome: - - - - A - - - - - - , - - ~ - B - - ~ C (Add columns A, B, and C.)I

3 Rents received- . 1 ~ o y a l t i e s received ... ... 6'241 6.271'1

o -+1 U ~ ~ ~Expenses:5 Advertising6 Auto and travel (see page E-4) . . . . . . ~ . --=f J --. I7 Cleaning and maintenancee Commissions

9 I IIJ011R-+- I!ctLt-- - ~ - - - - - + - - - -;1CD ---------l____ i

9 Insurance10 Legal and other professional fees11 Management fees 112 Mortgage mterest paid to banks, etc. --1

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

18 Otller (list) ._-

_. 18-- - ~ _ . -

19 I\dd lines 5 through 18 _.19_ I . - t iL--._------- ; - - 20 Depreciation expense or depfetion (see pagc E-5) ...lQ...1-- 986. ._----- 20986. .

!6,240,1 5,285.

IllluSt file Form 8582. Real estate professionals i 23 )I(ust complete Irne 43 on page 2 )24 Income. Add posillve amounts shown on line 22. Do not include any losses.

15 Supplies16 Taxes17 UtilltlCS

21 Total expenses. Add lines 19 and 20 .22 Income or (loss) from rental rea! estate

or royalty properties. Subtract line 21from line 3 (Ienls) or line 4 (royalties).If the result is a (loss), see page E-5 tofind out if you must file Form 6198

23 Deductible rental real estate loss. Caution.Your rental real estate loss on linc 22 maybe limited. See page E-5 to frnd out if you

L-1L ---- --- I1617 =+= . =E_ . -i I_ [ I21

22

---__ 1 1_ I_ j

2425 Losses. /\del royalty losses f r o n ~ line 22 and rental real estate losses from line 23. Enter total losses here ,..1Li.26 Total rental real estate and roy,1lt'l income or (loss). Comll:,!e I:nes 24 and 2S.i:nier the result tlere.

]. 0 .. . ,If f arts II, III, IV, "nd line 40 on I'c'J'> Il,O no, apply 10 you, also C,her IbiS amOll,ll';.I, nrm 1040,line 17, or FOII1l 1040NR. rrne 18. Olliel ' : i 1 S ~ , rnclude tillS amount in tile totnl on line 41 011 page 2 ~ __ - - - - - - , l = . . . . o l - , ~ ~ ~ _ I

821491 11-10-CS LHA For Paperwork Reduction Act Notice, see instructions. Schedule E (Form HHG) 20008630 2008.03051 PERRY, JAMES R. 630


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28

38

Scheaule E 'Form 1040\ 2008 Attachment Seauence No 13 Page

I Part II I Income or Loss From Partnerships and S Corporations Note. If you report a loss f!"Om an atrisk activity for whichany amount is not at risk, you must check column (e) on line 28 and attach Form 6198. See page E-1.

Name{s) shown on return 00 not enter name and ~ ; ) c l a l security number If snown on page 1 Your social security numberJAMES R. & M. ANITA PERRYCaution. The IRS compares amounts reported on your tax return with amounts shown on Schedule(s) K-1.

27 Are you reporting any loss not allowed in a Prlo: year due to the at-risk or baSIS limitations, a prior year unallowed loss from apassive activity (if that loss was not reported on Form 8582), or unreimbursed partnership expenses? 0 Yes LX] NoIf ou answered "Yes" see oaoe E-7 before com letlll this section.

l(b)Enler Plo'l (c) Check I (d) Employer (e) Check I;I partnerShip S Illorelgn any a m o u n ~ 1~ o Scorporation partnership not at riska) Name idenliflcatlon number~ I _ ' ~ P _ E _ R _ R _ Y ~ C _ O _ ' ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ = '~ D __ ~ ~ ~ _ 75-1642655 If1- = - J ...

I - - Passive Income and Loss Nonpassive Income and Loss(f) Passive loss allowed (h) Nonpassive lossg) Passive income (i) Section 179 expense ?I (j) Nonpassive Iilcome(attach Form 8582 if required) from Schedule K-1 deduction from Form 4 5 6 2 ~ from Schedule K-1rom Schedule K-1+== 20 ,358 .t=u=

29 a Totals 2 0 L - ~ _ ~b Totals l l I30 Add columns (g) and (j) of llile 29a 30 20 / 358.31 Add columns (f), (tl), and (I) of line 29b 3132 Total partnership and S corporation income or (loss). Combine lines 30 and 31. Enter ttleresull here and include Iil the tolal on line 41 below 32 20 358 .

Part III Income or Loss From Estates and TrustsI (b) Employer 33 (a) Name I Identification number

~ _ ~ _ SEE S T A T E = M = E = N ~ T ~ 1 ~ 7 ~ _ ~ t - - - - - - ~ =B IPassive Income and Loss Nonpassive Income and Loss---- rw----- - - - - ~ - - -(c) Passive deduction or loss allowed (d) Passive Income (e) Deduction or loss (f) Other Income from

(attach Form 8582 if reqlJlred) from Schedule K-1 from Schedule K-1 Schedule K-1I----t-A I +-- .- - - - - - ~ . _ - - - - - - ~ - - - _ . I - - - - _ . _ - - - - - - - - - ~ ~ - -24 ,224 .4a Totals I. _ ~ - - = 2. Totals 5 Add columns (d) and (f) of line 34a 35 I 24,2_?.A........_

36 Add columns (c) and (e) of line 34b 36 I ( 2 . )37 Total estate and trust income or (loss). Combine Ililcs 35 and 36. Enter the result here and include in ttlC total on line 41 below 37 I 24 222.I Part IV I Income or Loss From Real Estate Mortgage Investment Conduits (REMICs) - Residual Holder

d) Taxable Iilcome (net I (e) Income from(b) Employer I (c) Excess inclUSion from \oss) from Schedules a, Schedules Q, llile 31Ja}_N_a_m_c . identification number [ ~ ~ e d u l e s Q, line 2c line 1bI __- - - . J1 - - - - - - - t - - - + - - - - - ~ - - - e) ani. Enter the result here and include In the total on line 41 below 39

-----,--,---------_._ ...._--40Total income or (loss). Combine lines 26, 32. 37, 39, and 40. Enter the result here and all Form 1040, l i n ~ 17 or Form 1040Nfl. line 16 56 ,105 .Reconciliation of farming and fishing income. Enter vour gross farming and fistling incomercported on Form 4835, line 7; Sclwclule K-1 (Form 10G5), box 14, code 13; Scl1Cdule f(-1(Form 1120S), box 17, code T; and Schedule K-1 (Form 1Ot11), line 14, code F(see page E-8) !--,4'=-.2- '-----------1

43 R,;conciliation for real estate professionals. Ii you were a real eslale profeSSional (see p.lqe E-2).entu the; ,-,et Income or (las:.:) you r e ~ l ' r t c : . J ,1I',:./v,'llere on Form 1C1O or Form 1iJ4Gr-JR f r o r l ~ Cl:1 rer'.tCiI le::1 estate

I 43 -------- .. - ---Schedule E (Form 1040) ;,C0882150111-10-')3

9786859 630 2008.03051 PERRY, J . ~ E S R. 630 2


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INCOME FROM PASSTHROUGH STATEMENT, PAGE 1 20SCHEDULE EName JAMES R PERRY _ SSN/EINPassthrough;J R P E " - , R " , R ~ Y = - - - - " C ~ o .. _ ID 75-1642655 TAXPAYER PARTNERSHIP L Prior Year Unallowed I Disallowed Due toll Prior Year Unallowed !Disallowed Due to I Prior Year Passive ID. isallowed PassiveNONPASSIVE K-1 Input Basis Loss Basis l imitatloll At-Risk Loss At-Risk Loss 1 Loss I.. Tax Return! SCHEDULE E, PAGE 2 I - - ------- i

Ordinary business income (loss). 26..J.il....Rental real estate income (loss)Other net rental income (loss)Intangible drilling costs/dry hole costs

elf-cr,arged pa ssive interest expense _Guaranteed paymentsSection 179and carryover - - -1- - - - - j - - - - t - - - ~ Disallowed. section 179 expense E I 1--- - ~ .- I I - ~ . -= --.~ ~ : ~ i ~ : ; : : : ~ ~ : ; h e c 26 "j_ - + I ~ - _---= ~ ~ - - + - - T = - - = - = - - - j ~ ~ ~ ' " Cost depletion l ----- t-Percentage depletion I Depletion carryover . - - - ~ --- -j J 1--------1-

isaib'Ned due to 65 % limitation . - - - - - - ------- - - - - ~ . =1 - ----.4-----.--Un,'81;llbursed expenses (nonpassive) L _ _ _ -INonpassive other . L


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_ ___ _

_

20NCOME FROM PASSTHROUGH STATEMENT, PAGE 2SCHEDULE Er ~ " , m e JAI1ES --'L PERRY SSN/EIN? ~ ' , s s t h r o u g h LR P E ~ R ~ R - " Y - - - , C " o , " " , . ~ _ ID __~ J 6 4 2 6 5 5 _ 1 ' l ; _ X _ P A Y l ' ; . ~ . PARTNeRSHIP

Prior Year Unallowed Disallowed Due to 'PrIOr Year Unallowed I Disallowed Due to Prior Year Passive Disallowed Passive ONPASSIVE K 1 Input BasIs Loss BasIs l imitation At-Risk Loss AtR lsk Loss Loss Tax ReturnL_ INTEREST AN D DIVIDENDS' ' ' c ' ' ~ 1 '"come m >Interest from U.S bonds I i Ordinary dividends ! IQualified dividends I I I _ I -Tax-exemp _ _[ FORM 6251 -----j--"""""co,

m, =i= --- E:epreCiation _ _ _ _ _ ,- -- - - ;after 12/31/861 t - - - - - j ,-" W -==- I I -J -- : t=---=t=----=--j- - - adJustmen I __ - { _aln or loss 6 . 9 's AM .. a.d.J""m," j =t =3 l ----J-----:D,pl,l ,o" (0 _ _[BeneTlcldry I) _ __ _ -=r- - -+ - -_ _ l __ .__

ther than 01 I _ I _ _ __ . _M I SCE . (1",jlW,g" .g LLANEQUS 26 - - I - -- - =r. &flshlng . _ ~ _ _O l h , ~ ..T " l L_ 1-- ..elfemploy ... inc ... . 6 2 L

GW%I"mm . _"6, _oyalties letion _ _ __ _ __ _ 1- me"l' ' ' ' ' ' ' '9'. ~ _ _ . ____._. ,,,,,,/d,o 1 _ _fioy2.ltyeAp dC'lP. it " g"""""1 , - _ -+ j - - j _IJed"I"bol, .... _ _ I ~ _

Mlhhold' ' '9 .... I . __ I _ _ _t I J - - - ~ - . +-=--1

C.

1 IDependent care benefitsRetirement plansC""I I . ,oo 10'0 I- I _ _ t==--Qualified production activities incomePassthrough adjustment to Form 1040Penaity on early withdrawal of savings_ ~ _ f f i ~ ~ 1-- - - ~ ~ - - J ~ - ~ NOLOthor taYes/recapture of credits.Credits j=- - _- _ 1 - __Casualty and theft loss J _

110 4 ~ 2 5-08521552


12/52

--

INCOME FROM PASSTHROUGH STATEMENT, PAGE 1 2SCHEDULE EName lil-:ES----R- --,----""-cE"R"-R,"Y--- _ SSN/EINPassthrough REVOCbJildE "BLIND" TRUST AGREEMENT FEO ANITA PERRY 10 03-6092780 _ TAXPh.YERESTATE OR TRUST ,----- f I - - I - , - - - - - - - - -_ iPrior Year Unallowed Disallowed _Due to IPI ior Year Unallowed Disall owed Due to Prior Year Passive Disallowed PassiveOTHER PASSIVE I K 1 Input BaSIS Loss BaSIS Limitation At-Risk Loss At-Risk Loss Loss I Tax Return

[ SCHEDULE E, PAGE 2 IOrdinary business in come (loss) .Rental real estate income (loss) ~ ther net rental Income (loss)Intangible drilling costs/dry hole costsS e l f - c h a ~ g e d passive interest expense ~ _ ,I,Guaranteed paymentsSection 179 and carryoverDisallowed secti on 179 expense t=et i r , c o ~ l e iJOSS) IIFirst passive otherSeco nd pClsslve other.Cost depletion

.Percentage depletionDepletion carryoverDis;lliowed due to 65% limitationUnreimbursed expenses (nonpassive) , i --r ~ o n p a s s i v e other. _____l1- - - - -Total Schedule EO (page 2)[-- FORM 4797 , +--+ection 1231 gain (loss) .Section 179 recaj:Jture on d i s p o s i ~ +-- I- IL SCHEDULE DNet short-term cap. gain (loss)Net long-term cap. gain (loss) +- - - - - - - - - - -+ - I-Section 1256 contracts & straddlesI --I- '- -~ ~ ~ k n t i n t : ~ : ~ e . : ~ : ~ s e - s c h . A --------J --- ~ t - - - - - ~ - - - - - - l - - - - - - - lrler net IllVestmen1Jrlcome ~ . ~ . ~ ~ ~ ' - - - l - - - - - - - - - - - _l - - - ~ _ - - ' - ' I T - " E " M ! " - ' I L . Z " ' E - ' = ' O . . . . ' : D ~ , E " _ ' D ~ U ~ C ~ T ! _ ' I ~ O ' _ ' _ ' N ~ S ' _ _ _ + _ _ - _Charitable contributions I _ 1

1 - C- - j jDeductions related to portfolio income IOther12

62155104-25-08


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- -

------ ---

INCOME FRO M PASSTHROUGH STATEMENT, PAGE 2 20SCHEDULE EName J A M E S ~ R , , - , - - . ~ P O - E " , - R , - , - R , , - , - = - Y _ SSN/EINPassthrough REVQc;:,a,BLE "BLIND" TRUST AGREEMENT FBO ANITA PERRY ID 03-6092780 _ ' I ' M P A ' L ~ L ESTl'.TE OR TRUST *-~ e a r Unallowcd ! Disallowed Due to I Prior Year Unallowed Disallowed Due to Prior Year Passive Disal lowed PassiveOTHER PASSIVE K-1 Input ~ - - - - - - - ' 2 a S i S L O S ~ Basis Limitat ion, At-Risk Loss If- At-Risk I Loss Loss Tax Returnl INTEREST AND DIVIDENDS I 'interest incorne I ,Interest from U_S_ bonds

Ordinary dividends Qualified dividends _ 1 Tax-exempt interest income _ I\ FORM 6251 I IAdjusl:::dgainorloss . ' . L ---=Beneficiary's AMT adjustment. ' , - - -- ----.Depletion (other than oil) -. I - L- -- --1 I - ~ - - - - - - -------F" f==ISCELLANEOUS f-- I ,Seli employment earnings (Ioss)/Wages i .----e,--- 1---~ ~ : : ~ t : : ~ r n l n g --------t l I--==t- ------=Jf-.----fishing IncRoyalty expenses/depletion - _ I - - - - - j -- ---Undistributed capital gains credit IBackup withholding l ICredit fer estimated tax I t -f ----+---------Cancell,,:,Oil of debt EM e ( ~ i c a [ :r,surance - 1040 L- I -+ t=--==t=----Dependent care benefits I -- -------+----------- . - ------ ---- --Retirement plans =-3------ualified protluction activities income ---1-. - - - - - -Passthrough adjustment to Form 1040 +=~ ~ ~ I t Y O C " ' I Y W ' t h d " W " O f " Y I 0 9 ' I I ; - -- +- - - - ~ -I - -----~ t h e r taxes/recapture of credits 1 -=- tredits l- I __ I --------Casualty and theft loss L =1 i I f------- -----____J- ---.l

1382155204-25-08


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__

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INCOME FROM PASSTHROUGH STATEMENT, PAGE 1 20SCHEDULE EName , J A 1 1 E = ' - S - - - - ' - ' R ~ . _ _ _ " P _ " E ' _ ' _ R " ' R ' _ ' Y ' _ _ _ _ SSN/EIN Passthrough J\EVOCABLE BLIND TRUST STATE AGREEMENT FBO RICK PERRY DTD ID T A X P A Y E R , ~ ESTATE OR TRUST

I .. . ~ P r l o r Year U n a l l o w e ~ s a l l o w e ~ Due ~ r 1 o r Year Unallowed f ,Disallowed Due to l Prior Year Passive Disallowed PassiveI,_-.l"9NP,\SSIVE Input BaSIS Loss BaSIS Limitation At-Risk Loss At Risk I Loss Loss _-+- T a x R ~L ~ C H E D U L E E, PAGE 2 I L__ 4 ~ jrdincly business income (loss) 8 6Rental real estate income (loss) I __Other net rental income (loss) 1 _Intangible drilling costs/dry hole costsSelf-charged passive interest expenseGuaranteed paymentsSection 179 21ld carryoverDisallowed section 179 expenseNet income (loss) 4 0 _ ~ - - - -1- - - - -+ 1----4..Q-QJ\f'irst passive otherSecond passive otherCost depletionPercentage depletion E=- -j ~ - _l-}

epletion carryover ,Disallowed clue to 65% limitation ~ - - _ ' , ~ _ t 1- ~ l - = = - r------=-:nreimbursed expenses (nonpassive) INonpassive other I _ I ~ 1 86~ . ~ . 2 Total Schedule E (page 2) 24 222 24[ FORM 4797 I t-Section 123', gain (loss)Section -liS recapture on disposition~ _ S C H E D _ U L E DNet shorHenn cap. gain (loss)


15/52

--------

-- --

- - - - - - - -

20NCOME FROM PASSTHROUGH STATEMENT, PAGE 2SCHEDULE ENdme JAMES -,R,,-,,--,_P"--"E-R -R-"-Y _ SSN/EIN_'Passthrough REVOCABLE BLIND TRUST STATE AGREEMENT FB D RICK PERRY DTD 10 _Tt,XP AY'-'E"'R-'---__ESTATE OR TRUST

K1 Input~ ~ ' - " J . l ' - L " V V " " " ......

I INTEREST AND DIVIDENDSinterest income I 5Interest from U.S. bondsOrdinary dividends 27 900Oualified dividends 21 706Tax-exempt interest Income ..C-- FORM 6251 1 01 1DeprE;ciation adjustment after 12/31/86Adjusted gain or lossBeneficiary's AMT adjustmentDepletion (other than oil)Other[ MISCELLANEOUSSelf-employment earnings (Ioss)/WagesGross farming & fishing incRoyaltiesRoyalty expenses/depletionUndistributed capital gains creditBackup withholding.Credit fcr c'stirnated tax.Cancellation of debtMedical insurance - 1040 IDependent care benefits IRetirement plans IOualltled production activities IIlcome .. IP,,,'h,0"9h 'dJo"m'o' to foem 1040 1=enalty on early withdrawal of savings~ l O L Other taxes/recapture of credits. ICreditsCasualty and theft loss t

IPrior Year UnallowedPrior Year Unallowed I DisallowedDue to Disallowed Due to Prior Year Passive Disallowed PassiveAt-Risk Lossasis Loss Basis limitation At Risk Loss Loss Tax Return

_ _ _27 9~ 2 1 ~ }

I 1 OII f-------

1-- - ====f===t= I - - - - - ~ .L. . -_. C - -

t= -+ =t=-

It f-------.------+ -I

15O':-25-C3821552


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

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

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

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

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

Schedule of Mineral Interest Properties - SummaryIdentifying Number! i Taxable income including NOL carryover. 209,087.Name 986.I ~ ~ : : I ~ : ~ : : p ~ : ~ ~ e n t i o n o.

Taxable income before % depleti on . 210,073.JAMES R. & M. ANITA PERRY I 65% of taxable income . 136,547.

PropertyNumberp".R.

I- - -

I- - -

- -

- -

ABCDE - - -FTOTAL

12

ABCDE - - -F

ABCDE - - -F -

ABCDE - - -F

ABCDEI- _ - -F -

PropertyDescriptionPERRY CO.

Depreciation Amortization

- - - _.

Net Incomether Before Depletionxpenses

II

jB e g l n n l n ~ ProductionRecoverables

I

Net IncomeAfter Depletion* AllowableDepletion986.

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

OperatingExpense

% Depletion

CostDepletion

% Depletion C/OTo Next Year

Gross RoyaltyIncome Paid

I-- - - - - -

+- Overhead IDC Dry HoleExpense Expense CostsI --r1--% Depletion Limited % Depletion After I Adjustedto Net Income Quantity Limitations Basis

986. 986. 1

- ._-----986. 986.Prior Year% * Limited %reater of CostDepletion Carryover or % Depletion Depletion

986.86.

I-- - - - - - 986. 986. Net Income forxcessExcess Depletion IDC Excess IDC Calc.

~ - - - - - - I

SeveranceTax

* "Allowable D e ~ l e t i o n " - Greater of "Percentage Depletion" or "Cost Depletion" after calculation for the 65% taxable income limitationsor "Non-Oil & Gas Depletion"* "Net Income for Excess IDC CALC" - 1,:1S been reduced by "Allowable Depietion' zUld "Excess IDC" has been added back_

813,011 ' ) - ~ , ! - C t 1


17/52


18/52

R. & H. ANITA PERRY2Depletion Statement Number:D"""'l" " D,pletioo 51""" ," ' Prop PropertyNo. Description

iIII!I

Ii

I

Percentage, Cost and Preference Depletion - Page 1

Prior YearPercent Percent Greater of DisallowedCostDepletion Depletion Cost or Due to 65%Depletionarryovervailable Percent LimitationII

I

I

I

I I

[ II l

AllowableDepletion

PASSTHROUGHAdjustedBeginning Ending Basis forAccumulated Accumulated ExcessDepletion Depletion Depletion

2008

5ExcessDepletion

I


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E . & M. ANITA PERRY .. I2 Percentage, Cost and Preference Depletion - Page 2 2008Depletio" Statemen t Number:Description of Depletion Statement:

iIrop Property DescriptionNo. 1

I

PASSTHROUGH 3Cost CostTotal RemainingDepletion Cost DepletionCost Accumulated Current Year I Estimated Beginningasis After Current Yearrom Total Cosepletion fromDepletion Payments Payments Res. for Costayments Payments Production Depletionroductionate

I

II

I

II I I. L -

i

O ~ - 2 5 - 0 8I I


20/52

-

R. & M. ANITA PERRY-----_._.._- - 4 Depletion - Net Income 2008

Gross OUler NetIncome Expense Incomer

I

II ,L iI04-25-C3

epletion Statement Number:escription of Depletion Statement:

Prop PropertyNo. , Description

2:i

IIIiII;

i

Ii

IIIIII

Royalty Paid I Severence Operating IDC Dry Hole Depreciation OverheadLess 1245Amortization j 1ax Expense Expense Costs Recapture ExpensesIII

I

I --------'


21/52

--R. & M. ANITA PERRYof Depletion Statement:

PropNo.

4 Percentage, Cost and Preference Depletion - Page 1Prior YearI PercentI Percent Greater of DisallowedProperty I Cost Allowableepletion Depletion Cost or Due to 65%Description Depletionarryover Depletionvailable Percent Limitation

21

I1 I!I

II

II

I

I

RENT & ROYALTYAdjustedIBeginning EndingAccumulated AccumulatedDepletion Depletion

I

Basis forExcess

2008

2_ExcessDepletionDepletion

0":-25-03


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- -

R. & M. ANITA PERRY4 -Percentage, Cost and Preference Depletion - Page 2Deoletion Statement Number: 2008

Description of Depletion Statement: RENT & ROYALTY 2I I i Total Cost I . . CostDepletion Remaining Cost Depletionrop Property Description Cost Accumulated Current Year I Estimated from Basis After Beginning Current Year Depletion fromNo. Depletion Payments Payments Payments Payments Res. for Cost Production Rate Production2

iI

I

IIiIIII

I I __IITotal --.L

i 0 4 - : ~ - 0 6

Total CosDepletion

I_


23/52

2008

A.M..t;::; .t


24/52

L.! A...r\l.t;::i K. l- '.t;KKJ:6Depletion Statement Number:

Descriotion of Depletion Statement:I PercentProp I Property DepletionNo. I Description Available

:II

II

IIii Ii

IIII

825553 04-25-C8

Percentage, Cost and Preference Depletion - Page 1 2008PASSTHROUGH

. Prior Year I I AdjustedPercent : Greater of Disallowed Beginning I Ending Basis forDepletion Cost Cost or Due to 65% Allowable Accumulated Accumulated Excess ExcessCarryover Depletion Percent Limitation Depletion Depletion Depletion Depletion Depletio

II

i


25/52

- . . - .-. ." ......... 6 Percentage, Cost and Preference Depletion - Page 2 2008eoletion Statement Number:Description of Depletion Statement: PASSTHROUGH ~ ~ ~ ~ _

Total Cost CostDepletion Remaining Cost Depletionrop Property Description Cost Accumulated Current Year Estimated from Basis After Beginning Current Year Depletion from Total CoNo. Depletion Payments Payments Payments Payments Res. for Cost Production Rate Production Depletio

I

,

III

I

Total i25311 04-25-:)8


26/52

OMS No 1545-0074 SCHEDULE SE",. (Form 1040) Self-Employment Tax 2008Department of the Treasury

Internal Revenue ServIce (99) Attach to Form 1040. See Instructions for Schedule SE (Form 1040).., Name of person with self-employment income (as shown on Form 1040) Social security number of

person with self-employmentM. ANITA PERRY income Who Must File Schedule SEYou must file Schedule SE if You had net earnings from self-employment from other than church employee income (line 4 of Short Schedule SE or line 4c of Long Schedule SE)of $400 or more, or You had church employee income of $108.28 or more. Income from services you performed as a minister or a member of a religious orderis not church employee income (see page SE-1).Note. Even if you had a loss or a small amount of income from self-employment, it may be to your benefit to file Schedule SE and use either"optional method" in Part II of Long Schedule SE (see page SE-4).Except ion. If your only selfemployment income was from earnings as a minister, member of a religious order, or Christian Science practitioner andyou filed Form 4361 and received IRS approval not to be taxed on those earnings, do not file Schedule SE. Instead, write "Exempt-Form 4361" onForm 1040, line 57.May I Use Short Schedule SE or Must I Use Long Schedule SE?Note. Use this flowchart only if you must file Schedule SE. If unsure, see Who Must File Schedule SE, above.

No,Are you a minister, member of a religious order, or ChristianScience practitioner who received IRS approval not to be taxedon earnings from these sources, but you owe self-employmenttax on otller earnings?

. . Noi : re you using one of the optional methods to figure your netearnings (see page SE-4)?

NoDid you receive churcll employee income reported on Form W-2of $108.28 or more?

You may use Short Schedule SE below------- '--------=

Did you receive wages or tips in 2008?Yest ,r

Was the total of your wages and tips subject to social security or railroad retirement (tier 1) tax plus your net earnings fromself-employment more than $102,OOO? !. . No Jid you receive tips sub ject to social security or Medicaretax that you did not report to your employer?

- - ~ - ~ - -

~ -No

Did you report any wages on Form 8919, Uncollected SocialSecurity and Medicare Tax on Wages? f ~ ~ , - - Y_o._u_m_u_s_t_us_e_L_o_n..._S_c_h_ed_u_1 e_2__-=--..

Section A-Short Schedule SE. Caution. Read above to see if you can use Short Schedule SE.------ -----------------------------------------------,--,-------------1a Net farm profit or (loss) from Schedule F, line 36, and farm partnerships, Schedule K-1(Form 1065), box 14, code A f--"-1a---+ _

b If you received social security retirement or disability benefits, en ter the amount of Conservation ReserveProgram payments included on Schedule F, line 6b, or listed on Schedule K-1 (Form 1065), box 20, code X f-..:.;1b---+ _

2 Net profit or (loss) from Schedule C, line 31; Schedule C-EZ, line 3: Schedule K1 (Form 1065), box 14, code A(other than farming); and Schedule K1 (Form 10658), box 9, code J1. Ministers and members of religious orders,see pg SE1 for types of income to report on this line. See pg SE-3 for other income to report .. . S.'I'M'I' ..18. f-2"'-+- ---'6'-5"'--'_0"-"0'-'0"-=-o

3 Combine lines 1a, 1b, and 2 1-'3 +- 6".."-'5:...,,'---"-0 0'--'0"'---"-4 Net earnings from self-employment. Multiply line 3 by 92.35% (.9235). If less than $400, do not

file this schedule; you do not owe self-employment tax.. f-4- '-+- 6,'-(LO 2 ~ _ 5 Self-employment tax. If the amount on line 4 is:

$102,000 or less, multiply line 4 by 15.3% (.153). Enter the result here and onForm 1040, line 57.

More than $102,000, multiply line 4 by 2.9% (.029). Then, add $12 ,648 to the result.Enter the total here and on Form 1040, line 57 .. f-5=--'---- ~ L.18 4--"-

6 Deduction for one-half of self-empiojlO1ent tax. Multiply line 5 by 50% (.5). 6 .Enter the result here and on Form 1040. line 27 . ~ _ , ~ ~ ~ _ ~ ~ . i . . . . . . . . : " - - . L . ~ , - - - L 5 9 2 LHA For Paperwork Reduction Ac t Notice, see Form 1040 instructions. Schedule SE (Form 1040) 200882450111-11-08

26


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OM S No 1545-0121

Form 1116 Foreign Tax Credit 2008(Individual, Estate, or Trust)Department of the TreasuryInternal Revenue Service (99) Attach to Form 1040, 104ONR, 1041, or 990-T.Name ,Identifying number as shown on page 1 of your tax returnJAMES R. & M. ANITA PERRYUse a separate Form 1116 for each category of Income listed below. See Categories of Income beginning on page 3 of the instructions. Check only one box on eachForm 1116. Report all amounts in U.S. dollars except where specified in Part II below.a [X] Passive category income c D Section 901(j) income e D Lump-sum distributionsb D General category income d D Certain income re-sourced by treatyf Resident of (name of country) UNITED STATESNote: If you paid taxes to only one foreign country or U.S. possession, use column A in Part I and line A in Part /I. If you paid taxes to more than oneforeign country or U.S. possession, use a separate column and line for each country or possession.IPart I I Taxable Income or Loss From Sources Outside the United States (for Category Checked Above)

Forei( n Countrv or U.S. Possession TotalA B C (Add cols. A , ! " L E ~OTHER

rOUNTRIES !vARIOUS

1a 3 ,829 . 829.

(attach statement)3 Pro rata share of other deductions not definitely related:a Certain itemized deductions or standard deduction 9 975. 9 ~ 5 . b Other deductions (attach statement)c Add lines 3a and 3b 9 975.1 9 975.1d Gross foreign source income 3 829.e Gross income tram all sources 292 361. 292 361.f Divide line 3d by line 3e .013097 .0000009 Multiply line 3c by line 3f 131.

4 Pro rata share of interest expense:a Horne mortgage interest (use worksheet on page 14

of the instructions)b Other interest expense

5 Losses from foreign sources6 Add lines 2, 30, 4a, 4b, and 5 131. 6 131.7 Subtract line 6 from line 1a. Enter the result here and online 14, oaoe 2 7 3 698.I Part II I Foreign Taxes Paid or Accrued

Credit is claimedfor taxes In foreign currency

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

1a Gross income from sources within country sllOwn aboveand of the type checked above:

b Check if line la is compensation for personal services asan employee, your total compensation from all sources is$250,000 or more, and you used an alternative basis todetermine its source (see instructions) ~ Deductions and losses (Caution: See pages 13 and 14of the instructions):

2 Expenses definitely related to the income on line la

Foreign taxes paid or accrued In U.S. dollars(you must>. check one)... (n) Other (h) [X ] Paid Taxes withheld at source on: foreign Taxes withheld at source on:8 ill DAccrued taxes paid or(j) g a ~ ~ g ~ ~ d d (k) D,v,dends (I) ~ ~ ~ ~ 1 1 1 ; ~ d (m) Interest acclued (0) DIVidends I (p) ~ ~ v n ~ ~ I ~ ~ d

~ A R I O U S

8 Add lines A l!IIOllgll C, column (s). Entel tile totalhele and uri line 9, page 2 -LHA For Paperwork Reduction Act Notice, see separate instructions.81150112-09-08

28I IC I I 0 1 ') ' 7 0COI :C l C')II T7 \ ' lA 'P ("1

(q) Interest

(r) Other (s) Total foreignforeign (axes paid ortaxes paid or acclued (add cols.acclued (0) tllIough (I))734. 734.r-I j - - - - - - - - - - - - -II s I 734..

Form 1116 ("-OS

n


29/52

Page 2orm 1116(2008) JAMES R. & M. ANITA PERRYI Part III Figuring the Credit9 Enter the amount from line 8. These are your total foreign taxes paid or accrued

for ttle category of income checked above Part I 734.10 Carryback or calryover (attach detailed computation) 1011 Add lines 9and 10 734.

12 Reduction in foreign taxes 121314

Subtract line 12 from line 11. This is tile total amount or foreign taxes available for credit,Enter the amount from line 7. This is your taxable income or (loss) from sources outside the 'IUnited States (before adjustments) tor tile category of income checked above Part I f-1'-4'+ 3--'--6"--"9C-'S------,.

13 734.

1516

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

15

3 69S.17 Individuals: Enter the amount from Form 1040,line 41 (minus any amount on Form8914, line 2). If you are a nonresident alien, enter the amount trom Form 1040NR,line 38 (minus any amount on Form 8914, line 2). Estates and trusts: Enter your taxable

income without the deduction for your exemption SEE STATEMENT 20 17 206 046.1819

Caution: If you figured your tax using the lower rates on qualified dividends or capital gains, see instructions.Divide line 16 by line 17.lf line 16 is more than line 17, enter "1"Individuals: Enter the amount from Form 1040, line 44. If you are a nonresident alien, enter the amountfrom Form 1040NR, line 41.

18 .017947

Estates and trusts: Enter the amount from Form 1041, Schedule G, line 1a, or the total of Form 990-T,lines 36 and 37Caution: If you are completing line 19 for separate category e (lump-sum distributions), see pg. 19 of the instructions.

20 Multiply line 19 by line 18 (maximum amount of credit)21 Enter the smaller of line 13 or line 20. If this is the only Form 1116 you are filmg, skip lines 22 tlHougll 26 and enter this

mount on line 27. Otherwise, complete the appropriate line in Part IVI Part IV I Summary of Credits From Separate Parts III

1920 I211

4479$..!463.

734.

22 Credit for taxes on passive category income 2223 Credit for taxes on general category income 2324 Credit for taxes on certain income re-sourced by treaty 2425262728

Credit for taxes on lump-sum distributions,Add lines 22 through 25 ,Enter tile smaller of Ime 19 or Ime 26Reduction of credit tor international boycott operations

2 . _ ~ -I262L I -

f-"2,,-.S'-f_ 734.~ - - - - - - -_

29 Subtract line 28 from line 27. This is your foreign tax credit. Enter here and on Form 1040, line 47;Form 1040NR line 44' Form 1041 Schedule G,line 2a: or Form 990-T line 40a 29 734.

Form 1116 (2008)

81151 ,

2912-09-08


30/52

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DIn

F

epartment of the Treasuryternal Revenue Service (99)

orm 1116 ALTERNATIVE MINIMUM TAXForeign Tax Credit(Individual, Estate, or Trust) Attach to Form 1040, 1040NR, 1041, or 990-T.

OMS No 1545-0121

2008N

Jame

AMES R . & M . AN ITA PERRYIdentifying number as shown on page 1 of youc tax return

Use a separate Form 1116 for each category of income listed beloV!. See Categories of Income beginning on page 3 of the instructions. Check only o n box on eacllForm 1116. Report all amounts in U.S. dollars except wllere specified In Part 1/ beloV!.a [X] Passive category Income c D Section 901(j) Income e 0 Lump-sum distributionsb D General category income d D Certain income re-sourced by treatyf Residentof(nameofcountry) UNITED STATESNote: If you paid taxes to only one foreign country or U.S. possession, use column A in Part I and line A in Part II. If you paid taxes to more than oneforeign country or U.S. possession, use a separate column and line for each country or possession.

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

g1a

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

b Check if line 1a is compensation for personal services asan employee, your total compensation from all sources is$250,000 or more, and you used an alternative lJasis todetermine its source (see instructions) ~ Deductions and losses (Caution: See pages 13 and 14of the instructions):

2 Expenses definitely related to the income on line 1a(at1ach stalement)3 Pro rata share of other deductions not definitely related:

a Certain itemized deductions or standard deductionb Other deductions (attacll statement)c Add lines 3a and 3bd Gross foreign source incomee Gross income from all sourcesf Divide line 3d by line 3eg Multiply line 3c by line 31

4 Pro rata share of interest expense:a Home mortgage interest (use worksheet on page 14

of tile instructions)b Other interest expense

5 Losses from toreign sources6 Add lines 2, 30. 4a. 4b, and 5

Total100'"0'''';' u.s. pr''';oo -C (Add cols. A Band C.lPTHERtOUNTRIES ~ A R I O U S

3 829. 3,829.a

II

l--292 361-.000000

I

I

I

3 829.292 361.013097

I

I 67 Subtract line 6 from line 1a. Enter the result here and on line 14 paoe 2 7 3 829.I Part II I Foreign Taxes Paid or Accrued

Credit is claimed Foreign taxes paid or accruedfor taxes In foreign currency In U.S. dollars(you mustcheck one) (n) Otheriaxes withheld at source on: Taxes withheld at source on:h) [X] Paid foreignI taxes paid oraccrued8Li!LD Accrued (m) Inleresl (0) DIVidends (p) ~ ~ ; ~ i 1 1 ~ ~ d (q) InterestI

(j) ~ a ~ ~ g ~ ~ ~ (k) DIVidends (I) ~ ~ ; ~ 1 1 1 ~ ~ d A ~ A R I O U S BC

(r) Otherforeigntaxes paid oraccrued734.

(s) Total foreigntaxes paid oraccrued (add cols.(0) through (r))734.=c - - -L - - - - - - - - -L_____I I I I

8 Add IIn8s 1\ tllrougll C, colullln (s). Enter the total here "Ill: ;i l l line 9. page 2 I ~ ~ ~ ~ ~ - - 2 : . ~ ~ - , 1 - - - - , 8 , - - 1 , - - _ _ ] UIA For P;Jpelwolk Reduction Act Notice, see separuio instructions. Form 1'116 \."Oll88115D112-09-08 30

?nnQ nMRQ D


31/52

ALTERNATIVE MINIMUM TAXForm 1116(2008) JAMES R. & M. ANITA PERRY Page 2I Part III I Figuring the Credit9 Enter the amount from line 8. These arc your total foreign taxes paid or accrued

for the category of income checked above Part I 9 734.10 Carryback or carryover (attacll detailed computation) 10111 Add lliles 9and 10 11 734.12

13

Reduction III foreign taxesSubtract IlIle 12 from line 11. ThiS IS the total amounf of foreign taxes available for credit W'---------I 13 734.

14 Enfer the amount from IlIle 7. This is your taxable income or (loss) from sources outside theUnited States (before adjustments) for the category of income checked above Part I 14 3 829.

1516

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

15

3 829.17 Individuals: Enter the amount from Form 1040, IlIle 41 (minus any amount on Form8914, line 2). If you are a nonresident alien, enter the amount from Form 1040NR,

line 38 (minus any amount on Form 8914, line 2). Estates and trusts: Enter your taxableincome without the deduction for your exemplion SEE STATEMENT 21

I

I17 21 7 371.

Caution: If you figured your tax using the lower rates on qualified diVidends or capital gains, see instructions.18 Divide line 16 by line 17. If line 16 is more than line 17, enter "1" 18 . 01761519 Individuals: Enter tile amount from Form 1040, line 44. If you are a nonresident alien, enter the amountfrom Form 1040NR, line 41.

Estates and trusts: Enter the amount from Form 1041, Schedule G, IlIle 1a, or the total of Form 990-T,lines 36 and 37 19 43,598.Caution: If you are completing line 19 for separate category e (lump-sum distributions), see pg. 19 of the instructions

20 Multiply line 19 by line 18 (maximum amount of credit) 20 768 .21 Enter the smaller of line 13 or line 20. If this is the only Form 1116 you are filing, skip lines 22 through 26 and enter this

amount on IlIle 27. OtherWise, complete the appropriate line in Part IVI Part IV I Summary of Credits From Separate Parts III 211 734.22 Credit tor taxes on passive category income23 Credit for taxes on general category income24 Credit for taxes on certain income re-sourced by treaty 2

31---------l241

25 Credit for taxes on lump-sum distributions26 Add lines 22 througll 25 . 2627 Enter the smaller of IlIle 19 or line 26 2l.f----- ___ _.1J.-4____28 Reduction of credit for international boycott operations r2=8'-t- _29 Subtract line 28 from line 27. This is your foreign tax credit. Enter here and on Form 1040, IlIle 47;

Form 1040NR, line 44' Form 1041 Schedule G, line 2a: or Form 990-T IlIle 40a 29 734.Form 1116 (2008)

8i 1511le-OgOS31


32/52

- -41

40

4h 12,954.

2 2

Form 4952 Investment Interest Expense Deduction OM 9 No 1545-01912008Department of the TreasuryInternal Revenue Service (99) Attach to your tax return. Attachment 51Sequence NoName(s) shown on return Identifying number

Total Investment Interest ExpenseInvestment Interest expense paid or accrued in 2008 (see instructions)Disallowed investment interest expense from 2007 Form 4952, line 7

SEE S TA'I'EHEN'I' 22 f-I--'--+-- ---=2

2

R. & M. ANITA PERRY

4 a Gross income from property held for investment (excluding any netgain from the disposition of property held for investment STH'I' 23 4a 34 691

b Qualified dividends included on line 4a 21 737.c Subtract line 4b from line 4a 12,954.c-1......... '14d

I Net gain from the disposi tion of property held for investm ente Enter the smaller of line 4d or your net capital gain from the disposition

of property held for investment (see instructions) I Subtract line 4e from line 4d

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

h I nvestment income. Add lines 4c, 4f, and 4g

9,499.5 Investment expenses (see instructions) SEE.. S.'I'liTEHEN'I' 246 Net investment income. Subtract line 5 from line 4h. If zero or less, enter -0

I Part 11I11nvestment Interest Expense Deduction L ~ _ . _ - - - - - - - - - -~ ~ - - - - - - - - - - - - -7 Disallowed investment interest expense to be carried forward to 2009. Subtract line 6 from line 3.If zero or less, enter -0 7 -+-- 0""'.8 Investment interest ex ense deduction. Enter the smaller of line 3 or 6. See Instructions . . . . . STMT .2 5 8 2

LHA For PLJpcrwork Reduction Act Notice, see separ::lte instructions. Form 4952 (2008)8189011 J - 2 ~ 0 8

") '7Qt: :Qt: : :Q t::":1f'1 ") f'I f'I 0 f'I ":1 f'I t::: 1 n32DD n 'U ' c')n


33/52

Form 8903 Domestic Production Activities Deduction 2008Department 01 the Treasury Attachment Attach to your tax return. See separate instructions.Internal Revenue Service Sequence No 143

I Identifying numberJame(s) as s own on returnJAMES R. & M. ANITA PERRY

1 Domestic production gross receipts (DPGR)2 Allocable cost of goods sold. If you are using the small business simplified

3

overall method, skip lines 2 and 3

Enter deductions and losses allocable to DPGR (see instruclions) .tt=4 ! - - - - - - - i4 If you are uSing the small business simplified overall method, enter the amountof cost of goods sold and other deductions or losses you ratably apportion toDPGR. All others, skip line 4

5 Add lines 2 through 4 56 Subtract line 5 from line 1 67 Qualified production activities income from estates, trusts, and certain partnerships and S corporations (see

instructions) f - - - " 7 ' - - - - f - - - - - ~ . _-_00 _8 Add lines 6 and 7. Estates and trusts, go to line 9, all others, skip line 9 and go to line 1D _. - - - - - -_ ._9 Amount allocated to beneficiaries of the estate or trust (see instructions) 9

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

11 Income limitation (see instructions): Individuals, estates, and trusts. Enter your adjusted gross income figured without thedomestic production activities deducti on All others. Enter your taxable income figured without the domestic productionactivities deduction (taxexempt organizations, see instructions)

12 Enter the smaller of line 1D or line 11. If zero 0 , less, enter D here, skip lines 13 through 19,and enter D on line 2D13 Enter 6% of line 12

14 Form W2 wages (see instructions)15 Form W2 wages from estates, trusts, and certain partnerships and S corporations (see instructions)16 Add lines 14 and 15. Estates and trusts, go to line 17, all others, skip line 17 and go to line 18 .17 Amount allocated to beneficiaries of the estate or trust (see instructions)

18 Estates and trusts, subtract line 17 from line 16, all others, enter amount from line 1619 Form W2 wage limitation. Enter 5D% of line 1820 Enter the smaller of line 13 or line 19 o.21 Domestic producti on activities deduction from cooperatives. Enter deduc tion from Form 1099PATR, box 622 Expanded affiliated group al!ocatlon (see instructions)23 Domestic production activities deduction. Combine lines 20 through 22 and enter the result here and on

:o-:-::-::-:-,-F.::..O...:.fI1,--l1040, line 35; Form 1120, line 25; or the applicable line of your returng;?i716s LHA For Paperwork Reduction Ac t Notice, see separate instructions. Form 8903 12008)33

')()()Q ( ) ' : l ( ) ~ 1 D ' t ; 'ODV .T7'-M't; 'C 0


34/52

Form 1116 u.s. and Foreign Source Income SummaryNAME rAMES R. & M. ANITA PERRYINCOME TYPECompensatIOnDividends/Dlstrib utlonsInterestCapital GainsBJ siness/Profess ionRent/RoyaltyStatelLocal RefundsPartnership/S CorporationTrustiEstateOther IncomeGross Income

Less:Section 911 ExclusionCapital LossesCapital Gains Tax Adjustment

Total Income - Form 1116

Deductions:BusinesslProfesslon ExpensesRent/Royalty ExpensesPartnership/S Corporation LossesTrust/Esfate LossesCapital LossesNon-capital LossesIndividual Retirement AccountMoving ExpensesSelf-employment Tax DeductionSelf-employment Health InsuranceKeogh ContributionsAlimonyForfeited InterestForeign Housing DeductionOther AdjustmentsCapital Gains Tax Adjustment

Total DeductionsAdjusted Gross IncomeLess Itemized Deductions:

Specifically AllocatedHome Mortgage InterestOtller InterestRatably Allocated

Total Adjustments to Adjusted Gross IncomeTaxable Income Before Exemptions

82793104-25-08

TOTAL136,084 .28,043.377.

6.12,511 .26,118.24 ,222.65 ,000.292,361.

3,006 .289,355.

5,760 .986.

4,942 .

11, 688.277,667.

37,245 .11,980 .9,975 .59,200.

218,467.

34

u.s.136,084.28 ,043.377.6.

12,511 .26 ,118 .24 ,222 .61,171.288,532.

3,006 .285,526.

5,760 .986.

4,942 .

11 ,688 .273,838.

37 ,245.11,980 .LMh59,069.

214,769.

FOREIGNPASSIVE

3,829 .3 ,829 .

3 ,829 .

3 ,829 .

131.____ --=1'-"'31.3,698 .

()C()01 ' I I " ' " ]OCOC (" \ C'" ) r ' I


35/52

--

Form 1116 Allocation of Itemized DeductionsN ~ M E

JAMES R. & M. ANITA PERRYTotal

ItemizedDeductions

I

Taxes 7 704.Interest - Not Including Investment

Interest 12 218.ContributionsMiscellaneous DeductionsSublecl to 2%

37

2986.469.

Other Miscellaneous Deductions Not Including Gambling Losses

Foreign Adjustment ,Total Itemized Deductions

Sub ject to Sec. 58 60 377.Add Itemized Deductions

Not Sub ]ecl to Sec. 58:Medical/DentalInvestment InterestPost AUQ. 27 Contributions"Casualty LossesGambling LossesForeign Adjustment ,Total Itemized Deductions 60 377.Total Allowed on Schedule A

Form1115After Sec. 58

ReductionItemized Deductions

Specifically U.S. Specifically Foreign Ratable

I

I

I

7 554.1 5 11 980. 11 980.37 245. 37 245.2 421 ~ 3 2 J o _ '

59 200.

I

59 200. ~ 2 2 5 . 9 975.

82787104-25-08

35


36/52

Form 1116 Foreign Tax Credit Carryover Statement (Page 1 of 2)NAME

JAMES R. & M. ANITA PERRYForeign Income Category

Regular1. Foreign tax paid/accrued2. FTC carryback to 2008

for amended returns3. Reduction allocated to excluded income4. Foreign tax available5. Maximum credit allowable6. Unused foreign tax ( + )

or excess of limit ( - )7. Foreign tax carryback8. Foreign tax carryforward9. Less treaty adjustment

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

1. Foreign tax paid/accrued 02. FTC carryback to 2008


or excess of limit ( - )7. Foreign tax carryback80 Foreign tax carryforward 09. Less treaty adjustment

10. Foreign tax or excess limit remaining

2005

FIPASSIVE INCOME

2006 2007 2008734.

734.798.


37/52

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

- - -

..

Form 1116 Foreign Tax Credit Carryover Statement (Page 2 of 2)NAME

JAMES R. & M. ANITA PERRYForeign Income Category

2005lternative Minimum Tax1. Foreign tax paid/accrued2. FTC carryback to 2008


01 excess of limit ( - )7. Foreign tax carrybackB. Foreign tax carryforward.9. Less treaty adjustment

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

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

for amended returns3. Reduction allocated to excluded Income4. Foreign tax available5. Maximum credit allowable6. Unused foreign tax ( + )

or excess of limit ( - )7. Foreign tax carrybackB. Foreign tax carryforward9. Less treaty adjustment


1. Foreign tax paid/accrued2. FTC carryback to 2008

for amended returns3. ReductIOn allocated to excluded income4. Foreign tax available.5. Maximum credit allowable6. Unused foreign tax ( + )

or excess of limit ( - )7. Foreign tax carrybackB. Foreign tax carryforward.9. Less treaty adjustment


IPASSIVE INCOME2006 2007 200B

734.

734.768.


38/52

2008R. & M. ANITA PERRY

Depletion

Taxable income including all available NOL carryoverPlus allowable depletionMinus cost depletion

Taxable income before percentage depletion65%

65% of taxable income

Property Property DescriptionNumber

II0' R PERRY CO.P .I21

I

209,087.986.

210,073.0.65136,547.PercentageDepletion1st Iteration

986.

I

I

986.

65% of Taxable Income Allocation

Limited Percentage Allowable Depl. Excessllocation Cost Reallocationercentage Depletion Final after the PercentageRatio Depletion Ratioepletion Iteration 65% Limitation DeDI. Carryov1 . 000000 986. 986. 1.000000 986.

I,

1.000000 986. 986. 1 . 0000001 986.


39/52

1

J ~ i E S R. & M. ANITA PERRY~

1040 MISCELLANEOUS INCOME STATEMENT

AMOUNTASSOCIATION AGAINST SEXUALTO FORM 1040, LINE 21

ASSAULT 65,000.65,000.

39 STATEMENT(S) 1


40/52

JAHES R. & M. ANITA PERRY

1040 PERSONAL EXEMPTION WORKSHEET STATEMENT

. IS THE AMOUNT ON FORM 1040, LINE 38, MORE THAN THE AMOUNT SHOWN ON LINE 4BELOW FOR YOUR FILING STATUS?NO. STOP. MULTIPLY $3,500 BY THE TOTAL NUMBER OF EXEMPTIONS CLAIMEDON FORM 1040, LINE 6D, AND ENTER THE RESULT ON LINE 42.YES. CONTINUE. MULTIPLY $3,500 BY THE TOTAL NUMBER OF EXEMPTIONS CLAIMEDON FORM 1040, LINE 6D . . . . . . . . . . . . . 10 ,500. ENTER THE AMOUNT FROM FORM 1040, LINE 38 . . 277,667.. ENTER THE AMOUNT FOR YOUR FILING STATUS 239,950. SINGLE $159,950MARRIED FILING JOINTLY OR WIDOW(ER) $239,950MARRIED FILING SEPARATELY $119,975

HEAD OF HOUSEHOLD $199,950. SUBTRACT LINE 4 FROM LINE 3 .... 37,717 .LINE 5 MORE THAN $122,500 ($61,250 IFMARRIED FILING SEPARATELY)?[ ] YES. MULTIPLY $2,333 BY THE TOTAL NUMBEROF EXEMPTIONS CLAIMED ON FORM 1040, LINE 6D. ENTER THE RESULT HERE AND

ON FORM 1040, LINE 42. DO NOTCOMPLETE THE REST OF THIS WORKSHEET.[X] NO. DIVIDE LINE 5 BY $2,500 ($1,250IF MARRIED FILING SEPARATELY). IFTHE RESULT IS NOT A WHOLE NUMBER,INCREASE IT TO THE NEXT WHOLENUMBER (FOR EXAMPLE, INCREASE00 04 TO 1) . . . . . . . . . . . 16 .. MULTIPLY LINE 6 BY 2% ( .02) AND ENTER THE RESULTAS A DECIMAL. . . . . . . 0.32

. MULTIPLY LINE 2 BY LINE 7 3 ,360 .. DIVIDE LINE 8 BY 3 1,120.SUBTRACT LINE 9 FROM LINE 2. TOTAL TO FORM 1040, LINE 42. 9,380.

1040 TAX-EXEMPT INTEREST STATEMENT

OF PAYER AMOUNTK-1

TO- REVOCABLE BLIND TRUSTFORM 1040, LINE 8B

STATE AGREEMENT FBO RICK PERRY 1,011.1 ,011.

40 STATEMENT(S) 2,

3

3


41/52

4

R. & M. ANITA PERRY

1040 STUDENT LOAN INTEREST DEDUCTION STATEMENT

ENTER THE TOTAL INTEREST PAID IN 2008 ON QUALIFIED STUDENTLOANS. DO NOT ENTER MORE THAN $2,500 2,500. ENTER THE AMOUNT FROM FORM 1040, LINE 22 282,609.ENTER THE TOTAL OF THE AMOUNTS FROM FORM 1040, LINES 23THROUGH 32 PLUS ANY WRITE-IN ADJUSTMENTS YOU ENTERED ONTHE DOTTED LINE NEXT TO LINE 36 4,942.SUBTRACT LINE 3 FROM LINE 2 277,667.ENTER THE AMOUNT SHOWN BELOW FOR YOUR FILING STATUS.* SINGLE, HEAD OF HOUSEHOLD, OR QUALIFYING WIDOW(ER)-$55,OOO* MARRIED FILING JOINTLY-$115,OOO . 115,000.IS THE AMOUNT ON LINE 4 MORE THAN THE AMOUNT ON LINE 5? [ ] NO. SKIP LINES 6 AND 7, ENTER -0 - ON LINE 8, AND GO TOLINE 9[X] YES. SUBTRACT LINE 5 FROM LINE 4 . 162,667.DIVIDE LINE 6 BY $15,000 ($30,000 IF MARRIED FILING JOINTLY).ENTER THE RESULT AS A DECIMAL (ROUNDED TO AT LEAST THREEPLACES). IF THE RESULT IS 1.000 OR MORE, ENTER 1.000 1.000MULTIPLY LINE 1 BY LINE 7. 2,500.STUDENT LOAN INTEREST DEDUCTION. SUBTRACT LINE 8 FROMLINE 1. ENTER THE RESULT HERE AND ON FORM 1040, LINE 33 O.

1040 WAGES RECEIVED AND TAXES WITHHELD STATEMENT

NAME AMOUNTPAIDFEDERALTAXWITHHELD

STATETAXWITHHELDCITYSDITAX W/H FICATAX MEDICARETAX

OF THECORPORATE

INC135,925.

159.21,289.

40.6,324.

10.2 ,10 l .

2.136,084. 21,329. 6,334. 2,103.

41 STATEMENT(S) 4, 5"

5


42/52

6

JAYIES R. & M. ANITA PERRY

1040 QUALIFIED DIVIDENDS STATEMENT

ORDINARY QUALIFIEDOF PAYER DIVIDENDS DIVIDENDS

INVESTOR SERVICESINVESTOR SERVICESK-1 - REVOCABLE BLIND TRUST STATERICK PERRY DTD 9-13-96

3.28.

27,900.

3 28.

21,706.INCLUDED IN FORM 1040, LINE 9B 21,737.

42 STATEHENT(S) 6


43/52

JAHES R. & M. ANITA PERRY

1040 EXCESS SOCIAL SECURITY TAX WORKSHEET STATEMENT

TAXPAYER SPOUSE1. ADD ALL SOCIAL SECURITY TAX WITHHELD BUT NOT MORE

THAN $6,324.00 FOR EACH EMPLOYER (THIS TAX SHOULDBE SHOWN IN BOX 4 OF YOUR W-2 FORMS). ENTER THETOTAL HERE . . . . . . . . . . . . . . . . . 6,334.

2. ENTER ANY UNCOLLECTED SOCIAL SECURITY TAX ON TIPS ORGROUP-TERM LIFE INSURANCE INCLUDED IN THE TOTAL ONFORM 1040, LINE 61

3. ADD LINES 1 AND 2 6,334.4. SOCIAL SECURITY TAX LIMIT 6,324.5. SUBTRACT LINE 4 FROM LINE 3. EXCESS SOCIAL SECURITY

TAX INCLUDED IN FORM 1040, LINE 65. . . 10.

1040 FEDERAL INCOME TAX WITHHELD STATEMENT

AMOUNTOF THE GOVERNOR 21,289.

CORPORATE SERVICES, INC 40.MELLON INVESTOR SERVICES l.MELLON INVESTOR SERVICES 8 .

TO FORM 1040, LINE 62 21,338.

A CASH CONTRIBUTIONS STATEMENT

AMOUNT100% LIMIT AMOUNT50% LIMIT AMOUNT30% LIMITBROTHERS BIG SISTERSHILLS CHURCH

OF DIMESASSOCIATION AGAINST SEXUALWARRIOR

65.2,850.9,996.9,996.9,996.

43 STATEMENT(S) 7, 8, 9')()()Q ( ) - : l ( ) [ : ;1 DVDDV T7 \MVC ' D c:.- :l( ) ')

8

9


44/52

JAMES R. & M. ANITA PERRYGOVERNOR'S MANSION

FUNDK-1 - J .R. PERRY CO. 5,000.83.

37,986.TO SCHEDULE A, LINE 16 37,986.

44 STATEMENT(S) 91"1 CI"'IO 1 r) ' 7 0 COCC l C'J I " ' I '1""0 (\")f\C1 nT : "nn"v T1\"lA"T:"l""1 'i i C'J I " ' I


45/52

JAMES R. & M. ANITA PERRY

A ITEMIZED DEDUCTIONS WORKSHEET STATEMENT 1

1. ENTER THE TOTAL OF THE AMOUNTS FROM SCHEDULE A, LINES 4,9, 1 5, 1 9, 20, 27, AND 28 . . . . . . . . . . . . . .2. ENTER THE TOTAL OF THE AMOUNTS FROM SCHEDULE A, LINES 4,14, AND 20, PLUS ANY GAMBLING AND CASUALTY OR THEFTLOSSES INCLUDED ON LINE 28. ALSO INCLUDE IN THE TOTAL ANYAMOUNT INCLUDED ON SCHEDULE A, LINE 16, THAT YOU ELECTEDTO TREAT AS QUALIFIED CONTRIBUTIONS FOR RELIEF EFFORTSIN A MIDWESTERN DISASTER AREA . . . . . . . . . . . . .3 IS THE AMOUNT ON LINE 2 LESS THAN THE AMOUNT ON LINE 17IF NO, YOUR DEDUCTION IS NOT LIMITED. ENTER THE AMOUNTFROM LINE 1 ABOVE ON SCHEDULE A, LINE 29.IF YES, SUBTRACT LINE 2 FROM LINE 1 .

4 . MULTIPLY LINE 3 BY 80% ( .80) ..... 48,302.5. ENTER THE AMOUNT FROM FORM 1040, LINE 38. 277,667.6. ENTER: $159,950 ($79,975 IF MARRIED FILINGSEPARATELY) . . . . . ..... . ... 159,950.7 . IS THE AMOUNT ON LINE 6 LESS THAN THE AMOUNTON LINE 57IF NO, YOUR DEDUCTION IS NOT LIMITED. ENTERTHE AMOUNT FROM LINE 1 ABOVE ON SCHEDULE A,LINE 29.IF YES, SUBTRACT LINE 6 FROM LINE 5 117,717.8 . MULTIPLY LINE 7 BY 3% ( .03) .... 3,532.9 . ENTER THE SMALLER OF LINE 4 OR LINE 80. DIVIDE LINE 9 BY 1.5 ....1. SUBTRACT LINE 10 FROM LINE 9 . . .

2. TOTAL ITEMIZED DEDUCTIONS. SUBTRACT LINE 11 FROM LINE 1.ENTER THE RESULT HERE AND ON SCHEDULE A, LINE 29 . . . .

60,377

o

60,377

3,532.2,355.1,177.

59,200.

A STATE AND LOCAL GENERAL SALES TAXES STATEMENT 11

AMOUNTSALESSALES TAXTAX 2,150.688.TO SCHEDULE A, LINE 5 2,838.

45 STATEMENT(S) 10, 11?nnR _n1n l ; 1 PR'R'RV . T ~ M R C ; 'R_ h 1 n ?


46/52

JANES R. & M. ANITA PERRY

A GENERAL SALES TAX DEDUCTION WORKSHEET STATEMENT 12

ENTER YOUR STATE GENERAL SALES TAXES FROM THEAPPLICABLE TABLE. 2,150.TEXASIF , FOR ALL OF 2008, YOU LIVED ONLY IN CONNECTICUT,THE DISTRICT OF COLUMBIA, INDIANA, KENTUCKY, MAINE,MARYLAND, MASSACHUSETTS, MICHIGAN, NEW JERSEY,RHODE ISLAND, OR WEST VIRGINIA, SKIP LINES 2THROUGH 5, ENTER -0 ON LINE 6, AND GO TO LINE 7.OTHERWISE, GO TO LINE 2.YOU LIVE IN ALASKA, ARIZONA, ARKANSAS,CALIFORNIA (LOS ANGELES COUNTY ONLY),COLORADO, GEORGIA, ILLINOIS, LOUISIANA,MISSOURI, NEW YORK STATE, NORTH CAROLINA,SOUTH CAROLINA, TENNESSEE, UTAH, ORVIRGINIA IN 2008?IF NO, ENTER -0 - .IF YES, ENTER YOUR LOCAL GENERAL SALESTAXES FROM THE APPLICABLE TABLE. O.YOUR LOCALITY IMPOSE A LOCAL GENERALSALES TAX IN 2008? RESIDENTS OFCALIFORNIA AND NEVADA SEE INSTRUCTIONS.IF NO, SKIP LINES 3 THROUGH 5, ENTER-0 ON LINE 6 AND GO TO LINE 7.IF YES, ENTER YOUR LOCAL GENERAL SALESTAX RATE, BUT OMIT PERCENTAGES. 2.0000AUSTINDID YOU ENTER -0 ON LINE 2 ABOVE?IF NO, SKIP LINES 4 AND 5 AND GO TO LINE 6.IF YES, ENTER YOUR STATE GENERAL SALESTAX RATE, BUT OMIT PERCENTAGES. 6.2500DIVIDE LINE 3 BY LINE 4. ENTER THE RESULT ASA DECIMAL (ROUNDED TO AT LEAST THREE PLACES). .3200YOU ENTER -0 ON LINE 2 ABOVE?IF NO, MULTIPLY LINE 2 BY LINE 3.IF YES, MULTIPLY LINE 1 BY LINE 5. 688.

ADD LINE 1 AND LINE 6. 2,838.PART-YEAR DAYS RATE. 1.000000MULTIPLY LINE 6A BY LINE 6B. 2,838.ENTER YOUR GENERAL SALES TAXES PAID ON SPECIFIED ITEMS,IF ANY.DEDUCTION FOR GENERAL SALES TAXES. ADD LINES 6C AND 7.ENTER THE RESULT HERE AND ON SCHEDULE A, LINE 5 AND CHECKBOX "B" ON THAT LINE. 2,838.

46 STATEMENT(S) 12786859 630 2008.03051 PERRY, JAMES R. 630 2


47/52


48/52

J M ~ E S R. & M. ANITA PERRYCAPITAL LOSS CARRYOVER STATEMENT 16

1 . ENTER THE AMOUNT FROM FORM 1040, LINE 41 .2. ENTER THE LOSS FROM SCHEDULE D, LINE 21, AS A POSITIVE AMOUNT.3. COMBINE LINES 1 AND 2. IF ZERO OR LESS, ENTER -0 4. ENTER THE SMALLER OF LINE 2 OR LINE 3 .....5 . ENTER THE LOSS FROM SCHEDULE D, LINE 7 , AS A POSITIVE F ~ O U N T 6. ENTER THE GAIN, IF ANY, FROM SCHEDULE D,

LINE 15 . . . . . . . . . . . . . .7. ADD LINES 4 AND 6 .8. SHORT-TERM CAPITAL LOSS CARRYOVER TO 2009.SUBTRACT LINE 7 FROM LINE 5. IF ZERO OR LESS, ENTER -0 9 . ENTER THE LOSS FROM SCHEDULE D, LINE 15, AS A POSITIVE AMOUNT.ENTER THE GAIN, IF ANY, FROM SCHEDULE D,

LINE 7 . . . . . SUBTRACT LINE 5 FROM LINE 4. IF ZERO OR LESS,ENTER - 0 - ADD LINES 10 AND 11 . . . .LONG-TERM CAPITAL LOSS CARRYOVER TO 2009.SUBTRACT LINE 12 FROM LINE 9. IF ZERO OR LESS, ENTER -0

218,467 .3 ,000 .

221,467 .3,000 .

212,747 .

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

354 ,776 .

INCOME OR (LOSS) FROM ESTATES AND TRUSTS STATEMENT 17

EMPLOYERID NO. PASSIVELOSS PASSIVEINCOME NONPASSIVELOSS NONPASSIVEINCOME

"BLIND"AGREEMENT

FBOEXPENSE

03-6092780o.

2 24 ,224 .

TO SCHEDULE E, LINE 34 2. 24 ,224 .

48 STATEMENT(S) 16, 17786859 630 2008.03051 PERRY, JAMES R. 630 2


49/52

---.NON-FARM INCOME STATEMENT 18

JM1ES R. & M. ANITA PERRY

AMOUNTASSOCIATIONTO SCHEDULE

AGAINST SEXUALSE, LINE 2

ASSAULT 65,000.65,000.

SE NON-FARM INCOME STATEMENT 19

AMOUNTPERRY CO.TO SCHEDULE SE, LINE 2

26,118 .26 ,118 .

49 STATEMENT(S) 18, 19786859 630 2008.03051 PERRY, JAMES R. 630 2


50/52

JAMES R. & M. ANITA PERRY

1116 WORLDWIDE CAPITAL GAINS STATEMENT 20WORKSHEET FOR LINE 17

1 ENTER THE AMOUNT FROM FORM 1040, LINEIF YOU ARE A NONRESIDENT ALIEN, ENTERAMOUNT FROM FORM 1040NR, LINE 38

41.THE 218,467.

2 ENTER WORLDWIDE 28% GAINS3 MULTIPLY LINE 2 BY 0.20004 ENTER WORLDWIDE 25% GAINS5 MULTIPLY LINE 4 BY 0.28576 ENTER WORLDWIDE 15% GAINSQUALIFIED DIVIDENDS AND 21,737.7 MULTIPLY LINE 6 BY 0.5714 12,421 .8 ENTER WORLDWIDE 0% GAINSQUALIFIED DIVIDENDS AND

9 ADD LINES 3, 5, 7, AND 8 12,421.SUBTRACT LINE 9RESULT HERE AND FROM LINE 1. ENTERON FORM 1116, LINE THE17 206,046.

50 STATEMENT' ( S) 20?nnp, . n ~ n l : ) 1 PRRRY . T.ll.MR.q R_ h ~ ?


51/52

Jill1ES R. & M. ANITA PERRY

FORM 1116 ALTERNATIVE MINIMUM TAX FOREIGN TAX CREDIT STATEMENT 2WORLDWIDE CAPITAL GAINSWORKSHEET FOR LINE 17

1 ENTER THE AMOUNT FROM FORM 6251, LINE 29 227,4632 ENTER WORLDWIDE 25% GAINS3 MULTIPLY LINE 2 BY 0.10714 ENTER WORLDWIDE 15% GAINS

AND QUALIFIED DIVIDENDS 21,737.5 MULTIPLY LINE 4 BY 0.4643 10,092.6 ENTER WORLDWIDE 0% GAINS

AND QUALIFIED DIVIDENDS

7 ADD LINES 3, 5, AND 6 10,0928 SUBTRACT LINE 7RESULT HERE AND FROM LINE 1. ENTER THEON FORM 1116 AMT, LINE 17 217,371

4952 INVESTMENT INTEREST EXPENSE STATEMENT 2

CURRENT CARRYOVERK-1 - REVOCABLE BLINDRICK PERRY DTD 9-13-96

TO FORM 4952, LINESTRUST1 AND

STATE2

AGREEMENT 2.2 .

4952 INCOME FROM PROPERTY HELD FOR INVESTMENT STATEMENT 2

AMOUNTINCOMEINCOMEPERRY CO. - ROYALTY

TO FORM 4952, LINE 4A

37728,0436,27134,691

51 STATEMENT(S) 21, 22, 23786859 630 2008.03051 PERRY, JAMES R. 630 2


52/52

Jfu1ES R. & M. ANITA PERRY a4952 INVESTMENT EXPENSES STATEMENT 24

AMOUNTPERRY CO. - ROYALTYA DEDUCTIONSTO FORM 4952, LINE 5

9862,4693,455

4952 INVESTMENT INTEREST EXPENSE DEDUCTION SUMMARY STATEMENT 25

NAMEFORM ORSCHEDULE

INVESTMENTINTERESTEXPENSEINVESTMENTINTERESTEXPENSE C/O

DISALLOWEDINVESTMENTINTERESTEXPENSE

ALLOWEDINVESTMENTINTERESTEXPENSEFROM K--l - REVOCABLE B SCH E 2. O. 2 TOTALS 2 o. 2

Documents

Gov Rick Perry 2008 Taxes