Gov Rick Perry 2006 Taxes

8/14/2019 Gov Rick Perry 2006 Taxes

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u.s. Individual Income Tax Return IRS Use Only - Do not write or staple In this space '1040 2006 (991Label(Seeinstructionson page 16.)Use the IRSlabel.

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LH

MB No. 1545-0074.202006, endingor the year Jan 1-Dec. 3 ', 2006, or other tax year beginning

Your socIal security numberast nameour first name and Inllial

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

f - - - " ' " ' J ~ A M = E = S ~ R ~ . - - - - - 1 ~ P ~ E = R = R = Y - - - - - - - - - - _ _ + - - - - - - -If a jOint return, spouse's first name and initial Last name

Otherwise, E 10 1a COLORADOplease print R CIty, town or post office, state, and ZIP code. 11 you have a foreign address, see page 16.or type. E Checking abox below will notPresidential AUSTIN TX 787a1 change your tax orrerundElection Campaign Check here if you, or your spouse if filing jointly, want $3 to go to this fund (see page 16) D You D Spouse

1 D Single 4 DFiling Status 2 [X ] Married filing jointly (even if only one had income)3 D Married filing separately. Enter spouse's SSN aboveCheck onlyone box. and full name here. 5 D

Exemptions

If more than fourdependentssee page 19_

IncomeAttach Form(s)W-2 here. Alsoattach FormsW-2G and1D99-R if taxwas withheld.

If you did notget a W-2,see page 23_Enclose, but donot attach, anypayment. Also,please useForm 1040-V.

AdjustedGrossIncome

6a [X ] Yourself. If someone can claim you as a dependent, do not check box 6ab [X] SpouseC Dependents: (2) Dependent's social

(1) FIrst name Last name security number~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ - , ' - - : : - ~ = you due to divorceor separation(see page 20)YDNEY PERRY AUGHTERDependents on 6cnot entered aboveAdd numbers I;l Total number of exemotions claimed ~ ~ ~ ~ e e s ~

7 Wages, salaries, tips, etc. Attach Form(s) W-2 7 103 709.8a Taxable interest. Mach Schedule B f required 8a 198.b Tax-exempt interest. Do not include on line 8a

9a Ordinary dividends. Attach Schedule B f required 9a 13 285.b Qualified dividends (see page 23) 7 835.

1011

... 12 D 13

1415b

..

5 900.16b17 36 664.1819

b Taxable amount (see page 27) 20b21 63 667.22 220 423..

586.772.

--. -36 16 358.37 204,065.

T8b..,9b10 Taxable refunds, credits, or offsets of state and local income taxes11 Alimony received12 Business income or (loss). Attach Schedule Cor C-EZ13 Capital gain or (loss). Attach Schedule D if required. If not required, check here14 Other gains or (losses). Attach Form 479715a IRA distributions b Taxable amount16a Pensions and annuities 16a I b Taxable amount17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attacll Schedule E

t:J18 Farm income or (loss). Attach Schedule F19 Unemployment compensation20a Social security benefits 20a 121 Other income. List type and amount (see page 29)

SEE STATEMENT 122 Add the amounts in the far riaht column far lines 7 throuqh 21. This is your total income ..23 Archer MSA deduction. Attach Form 8853 23CertaIn bUSiness expenses of reservists, performing artists: and 'fe'e-bas(s go:,.;ernme'nt24 officials. Attach Form 2106 or 2106-EZ25 Health savings account deduction. Attach Form 888926 Moving expenses. Attach Form 390327 One-half of self-employment tax. Attach Schedule SE28 Self-employed SEP, SIMPLE, and qualified plans29 Self-employed health insurance deduction (see page 29) .30 Penalty on early withdrawal of savings31a Alimony paid b Recipient's SSN 32 IRA deduction (see page 31)33 Student loan interest deduction (see page 33)34 Jury duty pay you ga'Je to your 8mployer

S'r'M'r'. .;1 33- . l i35 Domestic production activities deduction. Attach form 8903 ...1L36 Adl1 lines 23 tllrough 31a and 32 tllrough 3537 Subtract line 36 from line 22. This is your adjusted gross income

LH.iJ, For Disclosure, Privacy Act, and Paperw ork Reduction Act Notice, see page 80.

Head of household (with qualifying person). If the qualifyingperson is a child but not your dependent, enter this child'sname here. Qualifying widow(er) with dependent child (see page 17\

~ ~ ~ ~ s a ~ ~ e ~ ~ e d _2_No. or childrenon 6c who:

(3) Dependent's lived with yourelationship toyou did not live with

I'1

24252627 428 11293031a32

Form 1040 (2006)6"10001

1

02-05-07


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OMS No. 1545-0074Application for Automatic Extension of TimeForm 4868 To File U.S. Individual Income Tax Return 2006epanment o f the TreasuryInternal Revenue Service For calendar year 2006, or oth er tax year beginningIPart II .Identification "1 Your name(s)JAMES R. PERRY & M. ANITA PERRY

Address1010 COLORADO

City, town or post office, state, and ZIP codeAUSTIN TX 787012 Your social security number Spouse's social security number)3451 96 5106

, 2006, endingPart II I Individual Income Tax4 Estimate of total tax liability for 2006 ... $ 46,430 .5 Tolal2006 payments. ...... 46,430.6 Balance due. Subtract line 5 from line 4 O.7 Amount YOU are paying. O.8 Check here if you are 'out of the country" and a U.S.

citizen orresident ........ . . . .. . . . . . . . . . . . . . . . ...... D9 Check here if you file Form 1040NR or 1040NR-EZ and did not receive

wages as an employee subject to U.S. income tax withholding 0Form 4868 (2006)Hi \ For Privacy Ac t and Paperwork Reduction Ac t Notice, see instructions.

Lj,/cp'u'7 Y-1Y.( {C/-Ir-!if'dr/)(I/j tV10-3006 7u , 1(2.S/Ij-tJ.s1in,lX - - r 5 : ; O i - { , j { } O ~ J

:t( 71/q SLi :5L/ Q5U';;:/{,Jtl{,lO '5371;;,618711


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Form 1040 (2006) Page 2JAMES R. & M. AN.!. TA PERRYTax andCredi tsStandardDeduction for People whochecked anybox on lIne 39aor 3g b or whocan be claimedas a dependent

All othersSingle orMarrIed filingseparately,$5.150MaJTled filIngJOintly orQualltylngwldow(er),$10,300Head 01household,$7.550

OtherTaxes

Payments 64 Federal income tax withheld from Forms W-2 and 109965 2006 estimated tax payments and amount applied from 2005 return

If you have 66a Earned income credit (EIC) .a qualifyingchild. attach b Nontaxable combat pay election ' ~ 66b 1Schedule EIC. 67 Excess social security and tier 1RRTA tax withheld (see page 60)s'l'11'l' 768 Additional child tax credit. Attach Form 8812 ..69 Amount paid with request for ex1ension to file (see page 60) .70 Payments from: a DForm 2439 b DForm 4136 c DForm 888571 Credit for federal telephone excise tax paid. Attach Form 8913 if required72 Add lines 64 65 66a and 67 throuoh 71. These are your total pavments

38 204 065.

14 847.189 218.40D

4142 9 900.43 179 318.44 38 594.

6.

45 38 594.

6 .38 588.9 170.

590 .

48 348.STATEMENT 8

46

5657585960616263

469.

24.

50. 72 46,430.

73D

74a

2 063.6145.

38 Amount from line 37 (adjusted gross income)39a Check

if:{ D

DYou were born before January 2, 1942,Spouse was born before January 2, 1942,

DD Blind.}Blind.Total boxeschecked ". 39a I

b If your spouse Itemizes on a separate return or you were a dual-status allen, see page 34 and check here 39b40 Itemized deductions (from Schedule A) or your standard deduction (see left margin)41 Subtract line 40 from line 3842 If line 38 IS over $112,875, or you provided housing to aperson displaced by Hurricane Katrina,

see page 36. Otherwise, multiply $3,300 by the total number of exemptions claimed on line 6d43 Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -044 Tax. Check if any tax is from: aD Form(s) 8814 bD Form 4972 .45 Alternative minimum tax. Attach Form 625146 Add lines 44 and 45 .47 Foreign tax credit. Attach Form 1116 if required.48 Credit for child and dependent care expenses. Attach Form 2441 .49 Credit tor the elderly or the disabled. Attach Schedule R .50 Education credits. Attach Form 886351 Retirement savings contributions credit. Attach Form 888052 Residential energy credits. Attach Form 569553 Child tax credit (see page 42). Attach Form 8901 if required54 Credits from: a D Form 8396 b D Form 8839 c D Form 885955 Other credits:a D Form 3800 b D Form 8801 cD Form

474849505152535455

56 Add lines 47 through 55. These are your total credits57 Subtract line 56 from line 46. If line 56 is more than line 46, enter -0- .58 Self-employment tax. Attach Schedule SE .59 Social security and Medicare tax on tip Income not reported to employer. Attach Form 4137........... .... NO.0 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required61 Advance earned income credit payments from Form(s) W-2, box 962 Household employment taxes. Attach Schedule H63 Add lines 57 through 62. This is your total tax

6465

66a

6768697071

13 ,887 .32

Refund 73 If line 72 is more than line 63, subtract line 63 from line 72. This is the amount you overpaid ..Direct deposil? 74a Amount of line 73 you want refunded to you. If Form 8888 is attached, check here. See page 61and M in 74b, Rouhno I I D D Account I b number C Type Checkino SavJnOs d number74c, and 74d,or Form 8888 75 Amount of line 73 yOU want apPlied to your 2007 estimated tax ......... 75Amount 76 Amount you owe. Subtract line 72 from line 63. For details on how to pay, see page 62 ...You Owe 77 Eslimated tax Denaltv (see Daoe 62) .. ............ ...... ....... ..... ............ 177 IThird Party Do you want to allow another person to diSCUSS thiS return With the IRS (see page 63)? [X ] Yes. Complete the following. D NoDesignee Deslonee's llo..- PREPARER Phone llo..- Personal identIficatIon llo..name ,....- no ...... number (PIN) ,....Sign Under penalties of perjury, I declare that I have examined this return and accompanYing schedules and statements, and to the best of my knowledge and belief, they are true, correct,and complete. Declaration of preparer (other than t axpayer) is based on all Information of which pre parer has any knowledge.Here Your signature Date Your occupation Dayllme phone numberJoint return? GOVERNORee page 17.

Spouse's occupationateeep a copy Spouse's signature. If a loint return, both must signfor yourrecords. "ONSULTANTPaid Preparer's I Date Check if self- Ipreparer's SSN or PTINPreparer'ssi9nature employed Dip0 016418 4___________________________ - - -L - ' - - -__ - - - , - ' = = " ~ L _ _ _ _ _ " ' _ " _ _ = _ = = _ . " , : _ _ = _ = _ = " _ =I _Use Only Firm's name (or MEADOR & JONES LLP I ErN 74 .298451 6

yours if self-em ~ 2 4 1 4 EXPOSITION BLVD SUITE BC-230 I Phone nos 12 - 4 7 2 - 0 7 9 5610002 ployed), address,11-07-06 and ZIP code AUSTIN, TX 78703


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Department of the TreasuryInternal Revenue Service

Name(s) shown on tax return

Underpayment ofEstimated Tax by Individuals, Estates, and TrustsSee separate instructions.

~ A t t a c h to Form 1040, 1040A, 1040NR, 1040NR-EZ, or 1041.

OMB No.1545-0140

2006AttachmentSequence No. 06

Identifying numberJAMES R. & M. ANITA PERRY

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

No~

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

NoYou may owe a penalty. Does any box in Part II below apply?

No~

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

Yes ......

Yes ...

Yes ...r

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

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

You must file Form 2210. Does box S, C, or D apply?I Yes You must figure your penalty.I ~ t ~

You are not required to figure your penalty because the IRS willfigure it and send you a bill for any unpaid amount. If you want tofigure it, you may use Part III or Part IV as a worksheet and enteryour penalty amount on your tax return, but file only page 1 ofForm 2210.Part I I Required Annual Payment (see page 2 of the instructions)1 Enter your 2006 tax after credits from Form 1040, line 57 (or comparable line of your return) 1 38 588.2 Other taxes, including self-employment tax (see page 3 of the instructions) . 2 9 760.3 Refundable credits. Enter the total of your earned income credit, additional child tax credit, credit for federal tax paid

on fuels, and health coverage tax credit 3 )4 Current year tax. Combine lines 1,2, and 3. If less than $1,000, see page 3 of the instruct1ions I 4 48 348.5 Multiply line 4 by 90% (.90) ... .... .... ...... .... ... ..... ........ ...... ..... .. ........ .. ...... ..... 5 43 513.6 Withholding taxes. Do not include estimated tax payments. See page 3 of the instructions 6 13 911.7 Subtract line 6 from line 4. If less than $1,000, you do not owe a penalty; do notlile Form 2210. 7 34 437.8 Maximum required annual payment based on prior year's tax (see page 3 of the instructions) . 8 41 272.9 Required annual payment. Enter the smaller of line 5 or line 8 . 9 41 272.

Next: Is line 9 more than line 6?D No. You do not owe a penalty. Do notfile Form 2210 unless box Ebelow applies.[X ] Yes. You may owe a penalty, but do notlile Form 2210 unless one or more boxes in Part II below applies. If box S, C, or 0 applies, you must figure your penalty and file Form 2210. If only box A or E (or both) applies, file only page 1 of Form 2210. You are not required to figure your penalty; the IRSwill figure it and send you abill for any unpaid amount. If you want to figure your penalty, you may use Part III or Part IVas a worksheet and enter your penalty on your tax return, but file only page 1 01 Form 2210.

I"P:::-a-rt--'---;I-'-,I Reasons fo r Filing. Check applicable boxes. If none apply, do not file Form 2210.A D You request a waiver (see page 2 of the instructions) of your entire penalty. You must check this box and file page 1of Form 2210,but you are not required to figure your penalty.B D You request a waiver (see page 2 of the instructions) of part 01 your penalty. You must figure your penalty and waiver amount and

file Form 2210.C D Your income varied during the year and your penalty is reduced or eliminated when figured using the annualized income installment

method. You must figure the penalty using Schedule AI and file Form 2210.D D Your penalty is lower when figured by treating the federal income tax withheld from your wages as paid on the dates it was actually

withheld, instead of in equal amounts on the payment due dates. You must figure your penalty and file Form 2210.E D You filed or are filing a jOint return for either 2005 or 2006, bllt not for both years, and line 8 above is smaller Ulan line 5 above. You

must file page 1of Form 2210, but you are not required to figure your penalty (unless box S, C, or Dapplies).LHA For Paperwork Reduction Act Notice, see page 7 of separate instructions. Form 2210 (2006)G125010130-07

6.1786859 630 2006.05020 PERRY, JAMES R. 630 1

I


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Form 2210 (2006) J AMES R. & M. ANI'l'A PERRY age 3, Part IV I Regular Method (See page 3 of the instructions if you are filing Form 1040NR or 1040NR-EZ.)Section A - Figure Your Underpayment18 Required installments. If box C in Part II applies, enter

the amounts from Schedule AI, line 25. Otherwise, enter25% (.25) of line 9, Form 2210, in each column 18 10 318. 10.318 . 10

19 Estimated tax paid and tax withheld. For column (a) only,also enter the amount from line 19 on line 23. If line19 is equal to or more than line 18 for all paymentperiods, stop here; you do not owe a penalty. Do notfile Form 2210 unless you checked a box in Part II 19 13 947. 3 478. 10Complete lines 20 through 26 of one column beforegoing to line 20 of the next column.

202122

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

20 3 629.21 7 107. 1022 3

23 Subtract line 22 from line 21. If zero or less, enter -0-.For column (a) only, enter the amount from line 19 23 13 947. 7 107. 7

24 If line 23 is zero, subtract line 211rom line 22.Otherwise, enter -0 24 O.25 Underpayment. If line 18 is equal to or more than line23, subtract line 23 from line 18. Then go to line 20 of

the next column. Otherwise, go to line 26 . 25 3 21lo 326 Overpayment. If line 23 is more than line 18, subtract line

18 from line 23. Then 00 to line 20 of the next column. 26 3 629.Section B - Figure the Penalty (Complete lines 27 through 30 of one column before going to the next column.)

Payment Due Dates(c) (d)b)a) 1/15/07/15/06/15/06/15/06

318. 10 318.

478. 18 477.

478. 18 477.21lo 3 05lo267. 15 426.

o.05lo

April 16,2006 - June 30, 2006,.... 27 Number of days from the date shown above line"00 27to the date the amount on line 25 was paid or'i :Q) 6/30/06, whichever is earlier.

Number of daysII0: 28 Underpayment on on line 27xIme 25365July 1,2006 - April 15, 2007 9/15/06

Days:C'l 29 Number of days from the date shown above line"00 29 to the date the amount on line 25 was paid or T'i :Q) 4/15/07, whichever is earlier. Number of daysII0: 30 Underpayment on on line 29xline 25 365 $

Penalty. Add all amounts on lines 28 and 30 in all columns. Enter the total here and on Form 1040, line 77;Form 1040A, line 48; Form 1040NR, line 75; Form 1040NR-EZ, line 27; or Form 1041,line 26; but do notfile Form 2210 unless you checked a box in Part II

31

31

4/15/06 6/15/06Days Days:

27

x .07 28 $ $ 6/30/06/30/06

Days: Days:ED WORKSHEEEE ATTACH

29

x .08 30 $

1/15/07Days:

$

$ 145.Form 2210 (2006)

612 '91 /0 ' -30-076.2

630 2006.05020 PERRY. JAMES R. 1


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

Identifying Numberame(s)JAMES R. & M. ANITA PERRY

(B)

. 000191781

.000219178

.000219178

.000219178

(F)A) (D) (E)C)Daily-Date Number Daysdjusted Penalty Rate Penaltymount Balance Due Balance Due

-0

04/15/06 10 318. 10.318.04/15/06 6 840.

06 15/06 10 318. 6 689.1::: /0606/15/06 3 211. 1506/30/06 o. 3 211. 7709/15/06 10 318. 13 529.

- 10 051.9/1510609/15/06 3 051. 10712/31/06 o. 15 051.01/15/07 10 318. 13 369.01/15 07 9,892.01/15/07

I I I I

Penalty Due (Sum of Column F).- Date of estimated tax payment, willlllOldingcredit date or installment due date.

61251105-01-06

6.3630 2006.05020 PERRY. JAMES R. 630 1

9 .54.

72.10.

I

145.


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OMB No 1545-0074SCHEDULES A&B Schedule A - Itemized Deductions(Form 1040) 2006Schedule B is on page 2)Department of the TreasuryInternal Revenue Service (99) Attach to Form 1040. See Instructions for Schedules A&B (Form 1040). Your socIal security numberame(s) shown on Form 1040JAMES R. & M. ANITA PERRYMedical Caution. Do not Include expenses reimbursed or paid by others.and 1 Medical and dental expenses (see page A1) I' 2'" I'" 1Dental 2 Enter amount from Form 1040, line 38 . ' -"" ' - ' -----------1Expenses 3 Multiply line 2 by 7.5% (.075) 34 Subtract line 3 from line 1. If line 3 is more than line 1, enter -0- .. 4Taxes You 5 State and local income taxes S.E.E ..S':I'A':I'EI1E.N':I' l2 . sr .. 5 3 0 0 2 .Paid 6 Real estate taxes (see page A3).. . . .... 6 8 0 3 2 .(See 7 Personal property taxes. 7pageA3.) 8 Other taxes. List type and amount

~ R ~ y Q ~ A ~ ~ ~ _ ~ ~ ~ ~ ~ Q y ~ y S ~ : _ ~ ~ Q _R I C . ~ _ P _ E ~ B : _ Q ' r Q _9_-_1]-= 1_3_. 8 13.

9 Add lines 5 throuah 8 . . . . . . . . . . . . 9 11 0 4 7 .Interest 10 Home mortgage interest and points reported to you on Form 1098 . 10You Paid(Seepage A3.)

11 Home mortgage interest not reported to you on Form 1098. If paid to the personfrom whom you bought the home, see page A3 and show that person's name,identifying no., and address~ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -Note. 11Personalinterest is 12 Points not reported to you on Form 1098. 12notdeductible. 1314 Investment interest. Attach Form 4952 if required_ (See page A-4.)Add lines 10 throuah 13.. . . _. . 13 14

Gifts toCharity 1516 Gifts by cash orcheck.. SEE.S':I'A':I'.E.l'1E.N':I'.lOOther than by cash or check. If any gift of $250 or more, see page A5. 1-'1=5+-_--=1'--'---=9'-'9=-=1-"-1.If you made agift and got abenefit for it,see page A-4. 1718

You must attach Form 8283 if over $500Carr yover from prior year .Add lines 15 throuah 17

1617

218

8 8 0 .

4 8 7 1 .Casualty andTheft Losses 19 Casualtv or theft loss(es). Attach Form 4684. (See paae A-6.L .. 19Job Expenses 20 Unreimbursed employee expenses - job travel, union dues, job education, etc.and Certain Attach Form 2106 or 21 06-EZ if required. (See page A6.)MiscellaneousDeductions ~ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

2021 Tax preparation fees r2=--'1+- 8 ~ 3 ~ 1 " _ _ = _ 1 . 22 Other expenses investment, safe deposit box, etc. List type and amount

(See _ ~ ~ ~ _ S _ T } l . J ~ M ~ : t i ' r _9 _page A-6.)22 1000.

2324

Add lines 20 through 22..Enter amount from Form 1040, line 38 . T2d i" 2 0 4 f-'2""3'+-__ - = 1 ' - . L - 8 " ' - - ' = 3 c . . : 1 ~ . 0 6 5

25 Multiply line 24 by 2% (.02) , - , 2 = = - , 5 ~ __ ~ 4 , - , - 0 ~ 8 , . : 1 " _ _ = _ 1 ' 26 Subtract line 25 from line 23. If line 25 is more than line 23, enter -0 26 o.

Other 27 Other - from list on page A7 . List type and amountMiscellaneousDeductions

27Total 28 Is Form 1040, line 38, over $150,500 (over $75,250 if married filing separately)?Itemized D No. Your deduction is not limited. Add the amounts in the far right columnDeductions for lines 4 through 27. Also, enter this amount on Form 1040, line 40. 14,847.8 S J ' ' ' I T J , J , ~

LHA For Paperwork Reduction Ac t Notice, see Form 1040 instructions. Schedule A (Form 10'10) 2006

61950111-10-06

77 8 6 8 5 9 63 0 2 0 0 6 . 0 5 0 2 0 PERRY. JAMES R. 6 30 1

[X ] Yes. Your deduction may be limited. See page A7 for the amount to enter.29 If you elect to itemize deductions even though they are less than your standard deduction, check here ...... ~


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SchedUles A&S (Form 1040) 2006 OM S No. 1545-0074 Page 2Your social security numberame(s) shown on Form 1040. Do not enter name and social secunty number if shown on page 1.

JAMES R. & M. ANITA PERRYAmount

6 .192.

1

2 198.34 198.

Amount

3 .28.12,935.

319.

5

6 13 285.

AHachment 08Schedule B - Interest and Ordinary Dividends Sequence No.Part I 1 List name of payer. If any interest is from a seller-financed mortgage and the buyer used theInterest property as a personal residence, see page B-1 and list this interest first. Also, show that

buyer's social security number and address BANK OF AMERICAPLAINSCAPITAL BANK

Note. If youreceived a Form1099-INT,Form 1099-0ID,or substitutestatement froma brokerage firm,list the firm'sname as thepayer and enterthe total interestshown on thatform.

2 Add the amounts on line 1 .. . . . . . . . . . . . ..................................... -......... ..............3 Excludable interest on series EE and I U.S. savings bonds issued after 1989.

Attach Form 8815 ...........4 Subtract line 3 from line 2. Enter the result here and on Form 1040, line 8a

Note . If line 4 is over $1 ,500, you must complete Part III.Part II 5 List name of payer Ordinary BANK OF NEW YORKDividends BANK OF NEW YORKFROM K-1 - REVOCABLE "BLIND" TRUST STATE AGREEMENTFBO RICK PERRY DTD 9-13-9FROM K-1 - REVOCABLE "BLIND" TRUST AGREEMENT FBONote: If you ANITA PERRYreceived a Form1099DIVorsubstitutestatement froma brokerage firm,list the firm'sname as thepayer and enterthe ordinarydividends shownon that form.

Add the amounts on line 5. Enter the total here and on Form 1040, line 9a6 .... . . . . . . . . . . . . Nate. If I ne 6 .S over $1 500 vou must comole te Part IIIPart IIIForeignAccountsandTrusts

62750111-10-06LHA For Paperwork Reduction Ac t Notice, see Form 1040 instructions. 87868SQ ~ ~ ? o o ~ . n s n ? n PRRRY. ~ A M R ~ R.

You must complete this part if you (a) had over $1 ,500 of taxable interest or ordinary dividends; or (b) had a foreign Yes Noaccount or Ic) received a distribution from or were a arantor of or a transferor to a foreian trust.7a At any time during 2006, did you have an interest in or a signature or other authority over a financial

account in a foreign country, such as a bank account, securities account, or other financial account? Xb If 'Yes,' enter ttlC name of the foreign cauntly >-

8 During 2006, did you receive a distribution from, or were you the grantor of, or transferor to, a foreign trust?If "Yes," you may have to file Form 3520. See page B2 . X

Schedule B (Form 1040) 20061


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OM S No. 1545-0074SCHEDULE D Gapital Gains and Losses(Form 1040) 2006epartment of the Treasury Attach to Form 1040 or Form 1040NR. See Instructions for Schedule D (Form 1040). ~ ~ g ~ : ~ c : n ~ o . 12nternal Revenue Service (99)Your social security numberame(s) shown on return

JAMES R. & M. ANITA PERRYPart I I Short-Term Capital Gains and Losses - Assets Held One Year or Less(a) DescrIption of property(Example: 100 sh. XYZ Co.)

(b) DateacquIred(Mo., day. yr.)

(c) Date sold(Mo., day, yr.) (d) Sales pnce (e) Cost orother baSIS (f) Gain or (loss)Subtcact (e) from (d)

1

2 Enter your short-term totals, if any, from Schedule D1, line 2 23 Total short-term sales price amounts.

Add lines 1 and 2 in column (d) ...... -.. 34 Shortterm gain from Form 6252 and shortterm gain or (loss)from Forms 4684, 6781, and 8824. 45 Net shortterm gain or (loss) from partnerships, S corporations, estates, and trusts

from Schedule(s) K1 ........ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Shortterm capital loss carryover. Enter the amount, if any, from line 10 of your Capital Loss

Carryover Worksheet in the instructions . . ............... ....... 6 ( 11 686.)7 Net short-term caoital cain or Iloss1. Combine lines 1 throuqh 6 in column (f) 7 86.I Part II I Long-Term Capital Gains and Losses - Assets Held More Than One Year

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

(b) Dateacquired(Mo., day, yr.)

(c) Date sold(Mo., day, yr.) (d) Sales pnce (e) Cost orother basis (f) Gain or (loss)Subtract (e) from (d)

8

91011

12

131415

Enter your longterm totals, if any, from Schedule D1, line 9 9Total long-term sales price amounts.Add lines 8 and 9 in column (d) . 10Gain from Form 4797, Part I; longterm gain from Forms 2439 and 6252; andlongterm gain or (loss) from Forms 4684,6781, and 8824Net longterm gain or (loss) from partnerships, S corporations, estates, and trustsfrom Schedulers) K1 .Capital gain distributions ........Longterm capital loss carryover. Enter the amount, if any, from line 15 of your Capital LossCarryover Worksheet in the instructionsNet long-term capital gain or (loss). Combine lines 8 through 14 in column (f). Then go toPart i l ion page 2

........

11121314

15

( 13

193.)193.

LHA For Paperwork Reduction Ac t Notice, see Form 1040 or Form 1040NR instructions. Schedule 0 (Form 1040) 2006

620511/11-10-06

9786859 630 2006.05020 PERRY, JAMES R. 630 1


10/50

& M. ANITA PERRY16 Combine lines 7 and 15 and enter the result. If line 16 is a loss, skip lines 17 through 20, and go to

line 21. If a gain, enter the gain on Form 1040, line 13, or Form 1040NR, line 14. Then go to line17 below 16

17 Are lines 15 and 16 both gains?D Yes. Go to line 18.D No. Skip lines 18 through 21, and go to line 22.18 Enter the amount, if any, from line 7 of the 28"/0 Rate Gain Worksheet on page 08 of the

instructions. . 1----'1"'8'-+ _19 Enter the amount, if any, from line 18 of the Unrecaptured Section 1250 Gain Worksheet on

page 09 of the instructions.... .. 1----'1-"'9-+ _20 Are lines 18 and 19 both zero or blank?D Yes. Complete Form 1040 through line 43, or Form 1040NR through line 40. Then complete the

Qualified Dividends and Capital Gain Tax Worksheet on page 38 of the Inst ructions for Form1040 (or in the Instructions for Form 1040NR). Do not complete lines 21 and 22 below.D No. Complete Form 1040 through line 43, or Form 1040NR through line 40. Then complete theSchedule D Tax Worksheet on page 010 of the instructions. Do no t complete lines 21 and22 below.

21 If line 16 is a loss, enter here and on Form 1040, line 13, or Form 1040NR, line 14, the smaller of: The loss on line 16 or ($3,000), or if married filing separately, ($1,500) } .. .S.E.E ..S'l'A'l'.E.ME.NT ..14... 21 l -=-0-=-0-=.0..=.)Note. When figuring which amount is smaller, treat both amounts as positive numbers.

22 Do you have qualified dividends on Form 1040, line 9b, or Form 1040NR, line 10b?[X ] Yes. Complete Form 1040 through line 43, or Form 1040NR through line 40. Then completethe Qualified Dividends and Capital Gain Tax Worksheet on page 38 of the Instructionsfor Form 1040 (or in the Inst ructions for Form 1040NR).D No. Complete the rest of Form 1040 or Form 1040NR.

Schedule D (F ar m 1040) 2006

620512 11-10-0610

? n n ~ . n ~ n ? n PRRRV. ~ ~ M R ~ R. f130 1


11/50

Qualified Dividends and Capital Gain Tax Worksheet - Line 44 Keep for Your RecordsName(s) shown on returnAMES R . & M. ANITA PERRY

Before you begin: / See the instructions for line 44 that begin on page 36 to see if you can use this worksheet to figure your tax./ If you do not have to file Schedule D and you received capital gain distributions, be sure you

checked the box on line 13 of Form 1040.

1. Enter the amount from Form 1040, line 43 1. __ - - - = 1 - - ' - - 7 ~ 9 -,--,=3=1=8--,--.2. Enter the amount from Form 1040, line 9b ... 2. -----'--7-L, ..:::.8..:::.3..:::.5-=-.3. Are you filing Schedule D7[X] Yes. Enter the smaller of line 15 or 16 of }; ~ ; : : ~ ~ t ~ _ ~ ~ l t h e r line 15 or line 16 IS . . 3. _D No. Enter the amount from Form 1040, line 13

4. Add lines 2 and 3 4. ---'7'--.L, - " , 8 - - , , 3 , - - , 5 ~ . 5. If you are claiming investment interest expense

on Form 4952, enter the amount from line 4gof that form. Otherwise enter 0 .... 5. -"'o--=-.

6. Subtract line 5 from line 4. If zero or less, enter 0 6. -----'--7-'--,=8=3=5--,--.7. Subtract line 6 from line 1. If zero or less, enter 0- 7. __---=1--'--7=1-'--,-=4=8=3--,--.8. Enter the smaller of:

The amount on line 1, or $ 30,650 if single or married filing separately, 8. ----'6"-'1"--L...:,3"--,,,-0-,,-0--,--.$ 61 ,300 if married filing jointly or qualifying widow(er), }$ 41 ,050 if head of household.

9. Is the amount on line 7 equal to or more than the amount on line 87[X] Yes. Skip lines 9 through 11; go to line 12 and check the" No" box.D No. Enter the amount from line 7 9. _10. Subtract line 9 from line 8 10. _11. Multiply line 10 by 5% (.05) 11. _12. Are the amounts on lines 6 and 10 the same?D Yes. Skip lines 12 through 15; go to line 16.[X] No. Enter the smaller of line 1 or line 6 12. -----'7'-,'---'8=--3=--=-5-=-.13. Enter the amount from line 10 (if line 10 is blank, enter -0-) .. 13. O=---=-.14. Subtract line 13 from line 12 14. -----'7-=-,'---'8=--3=--=-5-=-.15. Multiply line 14 by 15% (.15) 15. 1 , 1 7 5 .16. Figure the tax on the amount on line 7. Use the Tax Table or Tax Computation Worksheet, whichever

applies _ . .. 16. 37 ,419 .17. Add lines 11, 15, and 16 .. . __ .. 17. 38 ,594 .18. Figure the tax on the amount on line 1. Use the Tax Table or Tax Computation Worksheet, whichever

applies .. .. 18. 39 , 6 13 .19. Tax on all taxable income. Enter the smaller of line 17 or line 18. Also include this amount on Form

1040, line 44 . .. .. 19. 38 ,594 .

61045111-14-0610 . 1630 2006 .05020 PERRY, JAMES R. 630 1


12/50

--

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

~ u p p l e m e n t a l Income and L O ~ $ (From rental real estate, royalties, partnerships,S corporations, estates, trusts, REMICs, etc.)

Attach to Form 1040, 1040NR, Of Form 1041. See Instructions for Schedule E(Form 1040).

OMS No. 1545-00742006

Name(s) shown on returnR. & M. ANITA PERRY

Your social security number

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

1 List the type and location of each rental real estate property:A

J .R . PERRY CO. - ROYALTYBC

Income:3 Rents received4 Rovalties receivedExpenses:5 Advertising6 Auto and travel (see page E-4)7 Cleaning and maintenance8 Commissions9 Insurance

10 Legal and other professional fees _11 Management tees ___12 Mortgage interest paid to banks, etc.

(see page H )13 Other interest14 Repairs15 Supplies _16 Taxes17 Utilities18 Other (list)

18

19 Add lines 5 through 18 1920 Depreciation expense or depletion (see page E-4) 20

34567891011

121314151617

Yes NoA

BC

21 Total expenses. Add lines 19 and 20 _22 Income or (loss) Irom rental real estate

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

23 Deductible rental real estate loss. Caution.Your rental real estate loss on line 22 maybe limited. See page E-5 to find out if youmust file Form 8582. Real estate professionalsmust complete line 43 on page 2

21

22

23

2 For each rental real estate property listedon line 1, did you or your family use itduring the tax year for personal purposesfor more than the greater of: 14 days or 10% of the total days rented at fairrental value?(See page E-3.)

PropertiesB

3 505.

551551

2 954.

lk24 Income. Add positive amounts shown on line 22. Do not include any losses _25 Losses. AcId royalty losses from line 22 and rental real estate [asses from line 23. Enter total losses I,ere26 Total rental real estate and royalty income or (loss). Combine lines 24 and 25. Enter tile result here.

If Parts II, III, IV, and line 40 on page 2 do not apply to you, also enter this amount all Form 1040,line 17, or Form 1040NR, line 18. Otherwise, include tills amount In the total on line 41 on page 2

621491 1'-02-06 LHA For Paperwork Reduction Act Notice, see instructions.

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

34 3 505.

12

1920 551.

24 2 954.25 ( )

26 2,954 .Schedule E(Form 1040) 2006

11786859 630 2006.05020 PERRY, JAMES R. 630 1


13/50

Schedule E (Form 1040) 2006 Attachment Sequence No. 13Name{s) shown on return. Do not enter name and socIal security number If shown on page'.

JAMES R. & M. ANITA PERRYCaution: The IRS compares amounts reported on your tax return with amounts shown on Schedule(s) K-1.I Part II I Income or Loss From Partnerships and S Corporations Note. If you report a loss from an at-risk activity for which

any amount is not at risk, you must check column (e) on line 28 and attach Form 6198. See page E1.27 Are you reporting any loss not allowed In aprior year due to the at-risk or basis limitations, a prior year unallowed loss from a

passive activity (if that loss was not reported on Form 8582), or unreimbursed partnership expenses? D Yes [X ] NoIf vou answered 'Yes" see oaoe E-6 before comoletino this section.

28 (a) NameJ .R . PERRY CO.

BC0

(b) Enter PforpartnershipSor Scorporalion(C) Check

if foreignpartnership (d) Employeridentification number(e) Check 'fany amount isnot at risk

P 75-1642655P

Nonpassive Income and Lossassive Income and Loss

37 Total estate and trust income or (loss). Combine lines 35 and 36. Enter tile result here and include in the total on line 1 below 37 29 988.I Part IV I Income or Loss From Real Estate Mortgage Investment Conduits (REMICs) - Residual Holder

Id) Taxable income (net (e) Income fromb) Employer (c) Excess inclusion from ass) from Schedules Q,8 (a) Name identification number Schedules Q, line 2c Schedules Q, line 3bline 1b

39 Combine columns (d) and (e) on IV. Enter the result here and include in the total an line 41 below 39I Part V I Summary40 Net farm rental income or (loss) from Form 4835. Also, complete line ~ below. 4041 Total income or (loss). Comb'ne I,nes 26, 32,37,39, and 40. Enter the result here and on Form 1040, line 17 or Form 1040NR I,ne 18 41 36 664.42 Reconciliation of farming and fishing income. Enter your gross farming and fishing income

reported on Form 4835, line 7; Schedule K-1 (Form 1065), box 1 ~ code B; Schedule K-1(Form 1120S), box 17, code T; and Schedule K-1 (Form 1 0 ~ 1 ) , line 1 ~ code F(see page E-7) 42 I

43 Reconciliation for real estate professionals. If you were a real estate professional (see Dage E-1),cnk, 1118 net income or (loss) you reported anYNhere on Foun 1040 or Form 1040NR from all rental re.:11 estateaclivltlc3 ir) ,"hlCh you materially participated u n d e ~ the passive activity loss rules 43 i I

(f) Passive loss allowed(attach Form 8582 if required)ABC0

29a Totals . . . . . . . . . . . . . Ib Totals . . . . . . . . . I30 Add columns (g) and (j) of line 29a31 Add columns (f), (h), and (i) of line 29b32 Total partnership and S corporation income or (loss). Combine lines 30 and 31. Enter the

result here and include in the total on line 1 belowI Iar t III Income or Loss From Estates and Trusts33 (a) NameA SEE STATEMENT 15B

Passive Income and Loss(c) Passive deduction or loss allowed I (d) Passive income(attach Form 8582 if required) from Schedule K-1

AB I

34a Totals Ib Totals .. ....... I

35 Add columns (d) and (f) of line 3 ~ 36 Add columns (c) and (e) of line 3 ~ .

(i) Section 179 expenseh) Nonpassive loss (j) Nonpassive incomeg) Passive income from Schedule K-1 deduction from Form 4562 from Schedule K-1rom Schedule K-13 722.

3 722.

o.

3 722.0( )1

3 722.2(b) Employeridentification number

Nonpassive Income and Loss(e) Deduction or lossfrom Schedule K-1 (f) Other income fromSchedule K-1

15 807.3536 (

454515

795.795.807. )

Schedule E(Form 1040) 200611-02-06

12 786859 630 ~ o n 5 . n s n ~ o PRRRY_ ~ A M R ~ R.

621501

1


14/50

20NCOME FROM PASSTHROUGH STATEMENT, PAGE 1SCHEDULE EName JAMES R. PERRY SSN/EIN -1.....Passthrough J . R. PERRY CO. 10 75-1642655 TAXPAYERPARTNERSHIP

Prior Year Unallowed Disallowed Due to Prior Year Unallowed Disallowed Due to Prior Year Passive Disallowed PassiveK1 Input Basis Loss Basis Limitation At-Risk Loss AtRisk Loss Loss Tax Return-' . " ....... ~ ..........SCHEDULE E PAGE 2

Ordinary business inco me (loss) .. 8 269Rental real estate income (loss)Other net rental inco me (loss)Intangible drilling costs/dry hole costsSelf-charged passive interest e xpenseGuaranteed paymentsSection 179 and carryoverDisallowed sect ion 179 expenseNet income (loss) ........ 8 269 8 2First passive other


15/50

200NCOME FROM PASSTHROUGH STATEMENT, PAGE 2SCHEDULE EName JAMES R. PERRY SSN/EIN __L_Passthrough J R. PERRY CO 10 75-1642655 TAXPAYERPARTNERSHIP IPrior Year Unallowed Disallowed Due to Prior Year Unallowed isallowed Due to Prior Year Passive Disallowed PassiveK1 Input Basis Loss Basis Limitation At-Risk Loss AtRisk Loss Loss Tax Return ; ~ ~ E ~ ~ v ; ; ~ ~ DIVIDENDS

. ..............bonds .......

income.FORM 6251iation adjustment after 12/31/86 1---

..... ,-. f . - ary's AMT adju stment . . . . . . ......... .......... ....

MISCELLANEOUS8 269

& fishing inc3 505 3 505'--

551oyalty expenses/depletion .. . . . . . . . . . 551- - - gains credit ...... 1----.. ........

........ . .. =1==debt ........1040 ..

...... .. ............... e--production activities income 8 269 8,26.

gh adjustment to Form 1040 1---on early withdrawal of savings f.

. . . . . .credits.

.................................d theft loss ...............

14


16/50

200NCOME FROM PASSTHROUGH STATEMENT, PAGE 1SCHEDULE EName JAMES R PERRY SSN/EIN ~ _ ! ! ! ! ! ! ! ! ! ! _ .Passthrough REVOCABLE "BLIND" TRUST STATE AGREEMENT FBO RICK PERRY DT 10 74-6467584 TAXPAYERESTATE OR TRUST

.l.' . I I . ~ J . ... '-' . .....K1 Input Fr Year UnallowedBasis Loss Disallowed Due toBasis Limitation Prior Year UnallowedAt-Risk Loss Disallowed Due toAtRisk Prior Year PassiveLoss Disallowed PassiveLoss Tax Return

SCHEDULE E PAGE 2income (loss) .

real estate income (loss)me (loss)

costs/dry hole costspayments

. . . . . . . . . . . . . . .ed sect ion 179 expense

(loss)other

other. . . . . . . . . . .. . . . . . . . . . . . . . .

. . . . . . . . . . . . . 15 807 15 80.. ,. . .. .due to 65% limitationother. 45 795 45 79

2) ................. 29 988 29 98FORM 4797

SCHEDULE Dgain (loss) . . . . . . . . .

gain (loss)contracts & straddlesFORM 4952

expense Sch. A. . . . . . . . . .

ITEMIZED DEDUCTIONScontributions ...............

to portfolio income 1 000 1 00. . . . . . . . . . . . . . . . . . . . . .

15


17/50

INCOME FROM PASSTHROUGH STATEMENT, PAGE 2 200SCHEDULE EName JAMES R. PERRY SSN/EIN ---.J ~ Passthrough REVOCABLE "BLIND" TRUST STATE AGREEMENT FBO RICK PERRY DT ID 74-6467584 TAXPAYERESTATE OR TRUST

J."vJ.., . ~ .......................

INTEREST AND DIVIDENDS..... ........

bonds

FORM 625112/31/86

.......

oil)

MISCELLANEOUS

& fishing inc

....tax .

on o f debt1040

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

production activities incomeassthrough adjustment to Form 1040

Penalty on early withdrawal of savingsNOLOther taxes/recapture of credits ....CreditsCasualty and theft loss

~ Prior Year Unallowed Disallowed Due to Prior Year Unallowed Disallowed Due to Prior Year Passive Disallowed PassiveK-1 Input Basis Loss Basis Limitation At-Risk Loss At-Risk Loss Loss Tax Return

12 935 12 937 804 7 80~

e-l---

-

~ - t---I---

16 1 2 0 4 ~ O O 621552


18/50

200NCOME FROM PASSTHROUGH STATEMENT, PAGE 1SCHEDULE EName JAMES R. PERRY SSN/EIN ---tI _Passthrough REVOCABLE "BLIND" TRUST AGREEMENT FBO ANITA PERRY ID 03-6092780 TAXPAYERESTATE OR TRUST

'-' ............... ..... ................ K-1 Input Prior Year UnallowedBasis Loss Disallowed Due toBasis Limitation Prior Year UnallowedAt-Risk Loss Disallowed Due toAt-Risk Prior Year PassiveLoss Disallowed PassiveLoss Tax ReturnSCHEDULE E PAGE 2

e (loss) .real estate income (loss)

rental income (loss) .......costs/dry hole costs

179 expense

other.. . . . . . . . . . .

carryover.to 65% limitationxpenses (non passive)

other.E (paqe 2) ....

FORM 4797

SCHEDULE D. . . . . . . .

erm cap. gain (loss) .......... ..contracts & straddlesFORM 4952

nvestment interest expense -S ch. AITEMIZED DEDUCTIONS

Charitable contributions.Deductions related to portfolio income

. . . .'ther

1782155112-12-08


19/50

INCOME FROM PASSTHROUGH STATEMENT, PAGE 2 20SCHEDULE EName JAMES R"--a-.--P""E"'R"'R"'Y _ SSN/EIN _Passthrough REVOCABLE "BLIND" TRUST AGREEMENT FBO ANITA PERRY 10 03-6092780 TAXPAYERESTATE OR TRUST

'-' . L . l J . , : . . l ~ \ .L ... u . " . K-1 InputPrior Year Unallowed

Basis LossDisallowed Due toBasis Limitation Prior Year UnallowedAt-Risk Loss Disallowed Due toAt-Risk Prior Year PassiveLoss Disallowed PassiveLoss Tax ReturnI INTEREST AND DIVIDENDS

Interest income .. .........Interest from U.S. bondsOrdinary dividends 319 3Qualified dividends .........Tax-exempt interest income .............== FORM 6251Depreciation adjustment after 12/31/86Adjusted gain or loss -Beneficiary's AMT adjust mentDepletion (other than oil)Other . . . . . . . . . . . . . . . . . . ........MISCELLANEOUSSelf-employment earnings (loss)/WagesGross farming & fishing incRoyalties .................Royalty expenses/depletionUndistributed capital gains credit f---Backup withholding.Credit tor estimated tax. ~ - ancellation of debt ......Medical insurance 1040Dependent care benef itsRetirement plans ........... ..::: IQualified production activities income ..... IPassthrough adjustment to Form 104 0 Penalty on early withdrawal of savingsNOLOther taxes/recaptu re of cred ts .. redits .. .. -..... .......Casualty and theft loss

...... I

18B2155212-04-06


20/50

ER. & M. ANITA PERRY

Schedule K-1 Line Reference: (1065/11205/1041 \Entity Act.No. No. Name

1 1 ~ R PERRY CO2 I 3 I1EVOCABLE "BLIND" TRUST STATE A3 4 !REVOCABLE "BLIND" TRUST AGREEME

PASSTHROUGH RECAP - BASIC INFORMATION

1/1/6 2/2/7 3/3/8 * *Ordinary I Rental Real Other Rental Passive ! A ~ T PassiveIncome Estate Income Activity Activity Loss(Loss\ Inc. (Loss) (Loss) Loss CIO CIO

8 269

5/4/1Interest

"US TreasuryBondInterest

6aJ5aJ2aDividends

12 93531 9

7/61" 8m3TShort-T.,mRoyalties Capi'al

Gam (loss)3 505

2006

9aJ8 aJ4 a 41"rNet L o n g ~ Guaranteed

ierm Capital PaymentsGain (Loss), to p a ' t n e ~ 1 -

-

I

..of:

8 269Schedule E,

Page 2,Various

Schedule E,Page 2,Various

Schedule E,Page 2,Various

Form 8582Line 3cForm8582 AMT,Line 3c

Schedule B,Line 1 Schedule B,Line 113 254

Schedule 8,Line 53 505

Schedule E,Lme4

Schedule D,LI'1e5

Schedule D,Line 12

Schedule EPage ?,Varlous

K-1*~ ? O S i 1 0 4 1 ) 10/9/*

OrdinaryAct. Section 1231 Gain (Loss) \No. Gain (Loss) Farm 47971 12 3

L

III

Form 4797, Form 4797,Line 2 Line 10

11/101"I OtherIncome46 795

I

46 795Schedule E,

Page 2,Vanous

13/121" 12/11/" 13/121" 131121" 13112/* "I" 20/17/14 131"1" * 141"r 17/15/12 *1"/12 "1"/12Charitable I I Deductions Wages forSE Healthnvestment, I Investment AMT Dep, MinimurlSection 179 Related to Investment M O r ~ Than 2%ther Net SE ExclUSionInt. Expense lint. Expense Insuranceontributions PortfoliO I\dj on Post TaxShareho'dersDeductions Income Earnings Itemsxpense I Income :2%) Schedule A\ t.chedule E) Premium0% '86 Pronert Ad ustrnent

3 505 8 269 I1 000

4 547161 000 '-I

I I,

I

3 505 8 26954700016 Schedule E,chedule E. 2007orm 5251,orm 1040, ' Forrl 6251,chedule A, ~ c h e d ~ . t l e SEorm 4952. iForm 1040,orm 4562, Schedule A,chedule A, Page 2,age 2, Form 8801ine 4a Line 29 line 7 LIne 17 Line 4ine 13 Line 2ine 22ine 6ines 15 & 10 Variousarious i -* - No specific Schedule K-1line reference for these amounts.

11-01-06 18.1


21/50

E PASSTHROUGH RECAP - ADDITIONAL INFORMATION AND PRIOR YEAR BASIS CARRYOVERSJ ~ ~ ~ E S R. & M. ANITA PERRY

-6b/5b/2b 11/10/* 13/*/* 13/12/14 13/12/* 15/13/* 15/13/13 15/13/13 15/13/* 15/13/* 20/17/13Sec. 1256 Qualified CredIt for New Markets Credit for SS Recapture ofntity Act. Qualified Dependent Production Employer's Undistributed Empowerment IncreasingNo. No. Dividends Contracts & Care Benefits Activities W-2 Wages Capital Gains Zone Cred:t Research Credit & Medicare InvestmentStraddles Income ActiVities Taxes Credit

1 , 8 269L2 3 7 804I

2006

GI 7 804 8 269

of: IForm 1040, Form 6781, Lorm 2441 Form 8 Form 8903, Form 1040, Form 8844, Form 6765, Form 8874, Form 8846, Form 8611,! Line 9b Lme1 Line 12 Line 7 Line 13 Line 70 Line 3 Line 62 Line 2 Line 5 Line 8

chedule K-1ine Reference: * * * * * * * * * * * *

Schedule E AMT ST AMT LT AMT Sec. 1231 AMT 4797-Ord. AMT Other AMTEntity Act. Schedule E Sec. 1231 47Q7-0rd.Basis Basis Basis Basis LTBasis Basis Basis Basis OtherNo. No. Basis BasIs Basis BasisCarrYOver Carryover CarrYOVer Carryover Carryover Carryover Carryover Carryover Carryover Carryover CarryOVerS Carryovers 1---, ---

of: Basis Basis BasIs BasIs Basis Basis Basis Basis Basis Basis Basis BasIsLimitation Limitation Limitation Limitation Limitation Limitation Limitation Limitation Limitation limitation Limitation LimitationWorksheet Worksheet Worksheet Worksheet Worksheet Worksheet Worksheet Worksheet Worksheet Wor'Ksheet Worksheet Worksheet

~ * - No specific Schedule K-1 line reference for these amounts. 18.2


22/50

JAME3 R. & M. ANITA PERR

SE NON-FARM INCOME STATEMENT 16

AMOUNTASSOCIATION

TO SCHEDULE

AGAINST SEXUAL

SE, LINE 2

ASSAULT 63,333.

63 ,333 .

SE NON-FARM INCOME STATEMENT 17

AMOUNTPERRY CO.

SE, LINE 28,269.8 ,269 .

41 STATEMENT(S) 16, 17630 ? O O ~ . O S O ? O PRRRY. ~ A M R R R. 630 1


23/50

JAME3 R. & M. ANITA PERR1116 WORLDWIDE CAPITAL GAINS STATEMENT 18

WORKSHEET FOR LINE 17

ENTER THE AMOUNT FROM FORM 1040, LINE 41(MINUS ANY AMOUNT ON FORM 8914, LINE 6).IF YOU ARE A NONRESIDENT ALIEN, ENTER THEAMOUNT FROM FORM 1040NR, LINE 38 (MINUS ANYAMOUNT ON FORM 8914, LINE 6). 189,218 .ENTER WORLDWIDE 28% GAINSMULTIPLY LINE 2 BY 0.2000

WORLDWIDE 25% GAINSMULTIPLY LINE 4 BY 0.2857ENTER WORLDWIDE 15% GAINSQUALIFIED DIVIDENDS AND 7,835.MULTIPLY LINE 6 BY 0.5714 4,477.ADD LINES 3, 5 , AND 7 4,477.SUBTRACT LINE 8RESULT HERE AND FROM LINE 1. ENTERON FORM 1116, LINE THE17 184,741 .

42 STATEMENT(S) 18786859 630 2006.05020 PERRY, JAMES R. 630 1


24/50

JAMES R. & M. ANITA PERR1116 ALTERNATIVE MINIMUM TAX FOREIGN TAX CREDIT STATEMENT 19WORLDWIDE CAPITAL GAINSWORKSHEET FOR LINE 17

ENTER THE AMOUNT FROM FORM 6251, LINE 28 199,194.ENTER WORLDWIDE 25% GAINSMULTIPLY LINE 2 BY 0.1071ENTER WORLDWIDE 15% GAINSAND QUALIFIED DIVIDENDSMULTIPLY LINE 4 BY 0.4643ADD LINES 3, AND 5 3,638.SUBTRACT LINE 6 FROM LINE 1. ENTER THERESULT HERE AND ON FORM 1116 AMT, LINE 17 195,556.

43 STATEMENT(S) 197RfiRr;q f i ~ O ?OOf i .or ;o?o PRRRY. ~ A M R ~ R. f i ~ O 1


25/50

JAMEJ R. & M. ANITA PERR

8582 OTHER PASSIVE ACTIVITIES - WORKSHEET 3 STATEMENT 20

OF ACTIVITY NETCURRENTINCOME

YEARNET LOSS

PRIOR YEARUNALLOWED

LOSSOVERALL

GAINGAIN OR LOSS

LOSSPERRY CO. 3,722.

3,722.O.O.

3,722.3 ,722.

8582 SUMMARY OF PASSIVE ACTIVITIES STATEMENT 21

PERRY CO.

FORMOR

SCHEDULESCH E

GAIN/LOSS3 ,722 .

PRIORYEAR C/O NETGAIN/LOSS

3,722.

UNALLOWEDLOSS ALLOWEDLOSS

3,722. 3 ,722.YEAR CARRYOVERS ALLOWED DUE TO CURRENT YEAR NET ACTIVITY INCOMETO FORM 8582, LINE 16

44 STATEMENT(S) 20, 21786859 630 2006.05020 PERRY, JAMES R. 630 1


26/50

JAME3 R. & M. ANITA PERR8903 QPAI FROM PASSTHROUGH ENTITIES STATEMENT 22

OF PASSTHROUGH ACTIVITY QPAI AMOUNT WAGES AMOUNT

PERRY CO.TO FORM 8903, LINES 7 AND 13

8,269.8 ,269.

O.O.

45 STATEMENT(S) 22?nnh _ni : ;n?n PRRRV ,T1.>.MRC: R_ h':\n 1


27/50

JAMEG R. & M. ANITA PERR

A CASH CONTRIBUTIONS STATEMENT 10

AMOUNT AMOUNT50% LIMIT 30% LIMIT

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

TO SCHEDULE At LINE 15

37 STATEMENT(S) 107RhRSQ h ~ ? O O h . O ~ O ? O PRRRV. ~ A M R S R. 630 1


28/50

JAMEJ R. & M. ANITA PERR

A ITEMIZED DEDUCTIONS WORKSHEET STATEMENT 11

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

15,918.

o.

15,918.

1 ,607.536.1,071.

14,847.

A STATE AND LOCAL GENERAL SALES TAXES STATEMENT 12

AMOUNTSALESSALES TAXTAX 2,274.728.TO SCHEDULE A, LINE 5 3,002.



29/50

JAMES R. & M. ANITA PERR

GENERAL SALES TAX DEDUCTION WORKSHEET STATEMENT 13

YOUR STATE GENERAL SALES TAXES FROM THEAPPLICABLE TABLE.TEXASIF , FOR ALL OF 2006, YOU LIVED ONLY IN CONNECTICUT, THEDISTRICT OF COLUMBIA, HAWAII, INDIANA, KENTUCKY, MAINE,MARYLAND, MASSACHUSETTS, MICHIGAN, MISSISSIPPI, NEW JERSEY,RHODE ISLAND, VIRGINIA, OR WEST VIRGINIA, SKIP LINES 2THROUGH 5, ENTER -0 - ON LINE 6, AND GO TO LINE 7.OTHERWISE, GO TO LINE 2.DID YOU LIVE IN ALASKA, ARIZONA, ARKANSAS(TEXARKANA ONLY), CALIFORNIA (LOS ANGELESCOUNTY ONLY), COLORADO, GEORGIA, ILLINOIS,LOUISIANA, NEW YORK STATE, OR NORTHCAROLINA IN 2006?IF NO, ENTER -0- .IF YES, ENTER YOUR LOCAL GENERAL SALESTAXES FROM THE APPLICABLE TABLE. O.DID YOUR LOCALITY IMPOSE A LOCAL GENERALSALES TAX IN 2006? RESIDENTS OFCALIFORNIA, NEVADA AND TEXARKANA,ARKANSAS, SEE INSTRUCTIONS.IF NO, SKIP LINES 3 THROUGH 5, ENTER-0 - ON LINE 6 AND GO TO LINE 7.IF YES, ENTER YOUR LOCAL GENERAL 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). .3200DID YOU ENTER -0 - ON LINE 2 ABOVE?IF NO, MULTIPLY LINE 2 BY LINE 3.IF YES, MULTIPLY LINE 1 BY LINE 5.

2,274.

728.ADD LINE 1 AND LINE 6. 3,002.PART-YEAR DAYS RATE.MULTIPLY LINE 6A BY LINE 6B. 1 . 0000003,002 .ENTER YOURIF ANY.

GENERAL SALES TAXES PAID ON SPECIFIED ITEMS,

DEDUCTION FOR GENERAL SALES TAXES. ADD LINES 6C ANDENTER THE RESULT HERE AND ON SCHEDULE A, LINE 5. BETO ENTER "ST" ON THE DOTTED LINE TO THE LEFT OF THEENTRY SPACE.

7.SURE3,002.

39 STATEMENT(S) 13? n n ~ . n ~ n ? n PRRRY. ~ A M R ~ R . 630 1


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JAME2 R. & M. ANITA PERR

D CAPITAL LOSS CARRYOVER STATEMENT 14

. ENTER THE AMOUNT FROM FORM 1040, LINE 41 ..... ENTER THE LOSS FROM SCHEDULE D, LINE 21, AS A POSITIVE AMOUNT.. COMBINE LINES 1 AND 2. IF ZERO OR LESS, ENTER -0 . ENTER THE SMALLER OF LINE 2 OR LINE 3 .. ENTER THE LOSS FROM SCHEDULE D, LINE 7, AS A POSITIVE AMOUNT.. ENTER THE GAIN, IF ANY, FROM SCHEDULE D,LINE 15 .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..

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

. 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 2007.SUBTRACT LINE 12 FROM LINE 9. IF ZERO OR LESS, ENTER -0

189,218.3,000.192,218.3,000.11,686.

3,000.8,686.

13,193.

13,193.

E INCOME OR (LOSS) FROM ESTATES AND TRUSTS STATEMENT 15

EMPLOYERID NO. PASSIVELOSS PASSIVEINCOME NONPASSIVELOSS NONPASSIVEINCOME

"BLIND"STATEFBOINCOME FROM

"BLIND"AGREEMENTANITA PERRY

74-6467584

74-6467584

03-6092780o.

15,807.

45,795.

TO SCHEDULE E, LINE 34 o. 15,807 . 45,795.



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OMS No. 1545-19848903orm Domestic Production Activities Deduction 2006Department of the Treasury Attachment Attach to your tax return. See separate instructions. Sequence No. 143nternal Revenue Service IName(s) as shown on return

JAMES R. & M. ANITA PERRY1 Domestic production gross receipts (DPGR) .2 Allocable cost of goods sold. If you are using the small business Simplified

overall method, skip lines 2 and 3... .. .. I 23 If you are using the section 861 method, enter deductions and losses definitely

related to DPGR. Estates and trusts, see instructions. All others, skip line 3 34 If you are using the section 861 method, enter your pro rata share of deductions

and losses not definitely related to DPGR. All others, see instructions . 45 Ad d lines 2 through 4

6 Subtract line 5 from line 17 Qualified If you are a .production

activities a Shareholderincome b Partnerfrom passthroughentities: c Beneficiary

Then enter the total qualified production activities income from hSchedule K-1 (Form 1120S), box 12, code P _ _ _.Schedule K-1 (Form 1065), box 13, code T ..Schedule K-1 (Form 1065-B), box 9, code S2 }chedule K-1 (Form 1041), box 14, code C

Identifying number

5

6

STATEMENT 22

8,269.

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

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

domestic production activities deduction ....... All others. Enter your taxable income figured without the domestic production }ctivities deduction (taxexempt organizations, see instructions)

10 Enter the smaller of line 8 or line 9. If zero or less, enter -0- here, skip lines 11 through 15,and enter -0- on line 16

11 Enter 3% of line 10

12 Form W-2 wages (see instructions )

13 Form W2 If you are a ..wages a Shareholderfrom pass b Partnerthroughentities: c Beneficiary

Then enter the total Form W2 wages from ..Schedule K-1 (Form 1120S), box 12, code QSchedule K-1 (Form 1065), box 13, code USchedule K-1 (Form 1065-B), box 9, code S3 }chedule K1 (Form 1041), box 14, code D

8

9

10

11

12

13

8 269.

204,065.

8,269.248.

14 Add lines 12 and 13 14

15 Form W2 wage limitation. Enter 50% of line 14 . 15

16 Enter the smaller of line 11 or line 15 16

17 Domestic production activities deduction from cooperatives. Enter deduction from Form1099PATR, box 6 . 17

18 Expanded 2ffiliated group allocation (see instructions) 18

19 Domestic production activities deduction. Combine lines 16 through 18 and enter the result here and onForm 1040, line 35; Form 1120, line 25; Form 1120-A, line 21; or the aoplicable line of your return 19 o.610911 LHA For Paperwork Reduction Ac t Notice, see separate instructions. Form 8903 (2006)02-02-07

25786859 630 2006.05020 PERRY, JAMES R. 630 1


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1

Form 8283 Noncash Charitable Contributions OMB. No. 1545-0908(Rev December 2006)Department of the TreasuryInternal Revenue Service

Attach to your tax return if you claimed a total deductionof over $500 for all contributed property. See separate instructions. AttachmentSequence No. 155

Name(s) shown on your income tax return Identifying number

JAMES R. & M. ANITA PERRYNote. Figure the amount of your contribution deduction before completing this form. See your tax return instructions.Section A. Donated Property of $5,000 or Less and Certain Publicly Traded Securities - List in this section only items (or groups of similar Hems) for which youclaimed a deduction of $5,000 or less. Also, list certain publicly traded securities even if the deduction is more than $5,000 (see instructions).I Part I I Information on Donated Property - If you need more space, attach a statement.

(a) Name and address of thedonee organization

ABC

GOODWILLAUSTIN TXMARCH OF DIMESlAUSTIN, TX

D Iote. If the amount YOU claimed as a deduction for an item is $500 or less YOU do not have to com(c)Date of thecon(nbutlonA VARIOUSB 10/15/06C0E

~ d Dale acquired (e)How acqUired,y'donor (mo. yr ) by donorVAR. !PURCHASEVAR. PURCHASE(f) Donor's cost orad usted baSIS8 000.750.

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

("'LOTHING, HOUSEHOLD GOODS, ETCPICTURE

lete columns (dl. (e). and (f).(g) ( ~ ~ ~ u e ~ t ; o a ~ ~ )

2 630.250.(h) Method used to determine the fairmarket valuerrHRIFT SHOP VALUErrHRIFT SHOP VALUE

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

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

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

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

Cilyor lown, stale, and ZIP code

d For tangible property, enter the place where the property is located or kept _e Name of any person , other than the donee organization , having actual possession of the property

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

tile donee organization in cooperative fundraising) the right to the income from the donated property orto the possession of the property, including the right to vote donated securities, to acquire theproperty by purchase or otilerwise, or to designate the person having such income, possession, or rightto acqu ire? ..

c Is tl18re a restriction limiting the donated property for a particular use?

Yes No

--LHA For Paper.vork Reduction Act Notice, see separate instructions, rorm 8283 (Rev. 12-200G)019931 01-05-07

786859 630 2006.05020 26PERRY, JAMES R. 630 1


33/50


34/50

Form 1116 Allocation of Itemized DeductionsNAME

JAMES R. & M. ANITA PERRYItemized Deductions

After Sec. 68Reduction

10 304.

4,543.

14 847.

14 847.

---_.Form 1116otal IItemized

Deductions Specifically U.S. Specifically Foreign Ratable

Taxes 11 047., 10 ,304 .I

Interest - Not Including InvestmentInterest

Contributions 4 87l . 4 543.Miscellaneous Deductions

SUbject to 2%

oher Miscellaneous Deductions Not Including Gambling Losses _

Forelgn Adjustment _Totalltemized Deductions

Subject to Sec. 68 _ 15 918.Add Itemized Deductions

Not Subject to Sec. 68:Medical/De ntalnvestment Interest

post Aug. 27 Contributions _. __Casualty LossesGambling Losses _Foreign Adjustment _Totalltemized Deductions ~ 8 Total Allowed on Schedule A 4 543. 10 304.

62787105-01-06

28786859 630 2006.05020 PERRY, JAMES R. 630 1


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L

Form 1116 Foreign Tax Credit Carryover Statement (Page 1 of 2)NAME, - , - J ~ A M ~ E = S " , - - - - " R " " - - , " - - - - - - - - " " & , - - - - " " M , , - - " - . ~ A N , " - , - " , - - I T " , , - , A , - , , - - - - - - , , P , - - , E , , - , , - R - , - , , - R - , - , , , Y ~ _

Foreign Income Category iii:is IVE INCOMERegular

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

for amended returns ..3. 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/accrued2. FTC carryback to 2006

for amended returns ..3. 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 remaining

2003 2004 2005 2006 9 .

9 .6 3.

3 3 2000 2001 2002999

627915/08-09-06

29786859 630 2006.05020 PERRY, JAMES R. 630 1


36/50

Form 1116 Foreign Tax Credit Carryover Statement (Page 2 of 2)NAME; I J h A M ~ E ~ S __R ~ --,&UMh.~ A N l l i J I ~ T - : l A u P ~ E : B R B R X Y _,"------_

Foreign Income Category ~ A S S I V E INCOMEAlternative Minimum Tax

1. Foreign tax paid/accrued2. FTC carryback to 2006

for amended returns.3. 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

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

2003 2004 2005 2006 9 .

9 6 I 3

3 3 .

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

lor amended returns .3. 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

10. Foreign tax or excess limit remaining

1999 2000 2001 2002

627915 /08 -09 06

30786859 630 2006.05020 PERRY, JAMES R. 630 1


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2006

JAMES R. & M. ANITA PERRYI Depletion 65% of Taxable Income Allocation

Taxable income including all available NOL carryover 179,318.Plus allowable depletion 16,358.Minus cost depletion

Taxable income before percentage depletion 195,676.65% 0.65

65% of taxable income 127,189.Property l'Number Property Description

il ~ . R . PERRY CO.EEVOCABLE "BLIND" TRUST2lSTATE AGRE

PercentageDepletion1st Iteration

551.15,807.

LimitedAllocation PercentageRatio Depletion.033684 551.. 96631 61 1 5 , 8 0 7 .

CostDepletionPercentageDepletion FinalIteration

551.15,807.

ReallocationRatio

.033684

.966316

Allowable Depl.after the5% LirTiitation

551.15,807.

ExcessPercentagDepl. Carryo

Total 16 . 358 .11 . 00000 01 16. 358 16.358.1 1. 000000 16.358.525531/05-01-05


38/50

1

JAMES R. & M. ANITA PERF

1040 MISCELLANEOUS INCOME STATEMENT

AMOUNTASSOCIATION AGAINST SEXUAL ASSAULT 63,333 .334.TO FORM 1040, LINE 21 63,667.

1040 IRA DISTRIBUTIONS STATEMENT

GROSS OF PAYER DISTRIBUTION TAXABLE AMOUNT

NATIONAL BANK 5,900. 5 ,900. TO FORM 1040, LINE 15 5,900. 5,900.

32 STATEMENT(S) 1 , 2630 2006.05020 PERRY, JAMES R. 630 1

2


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3

JAME2 R. & M. ANITA PERR 1040 SEP DEDUCTION STATEMENT

ANITA PERRY. PLAN CONTRIBUTION RATE OR SELF-EMPLOYED PERSON'S RATE .200000. NET EARNINGS FROM SCHEDULE C, SCHEDULE F, OR SCHEDULE K-1 63,333.. DEDUCTION FOR SELF-EMPLOYMENT TAX FROM 1040, LINE 27 ... 4,475 .. SUBTRACT LINE 3 FROM LINE 2 . 58,858.. MULTIPLY LINE 4 TIMES LINE 1 . 11,772 .. MULTIPLY $220,000 BY YOUR PLAN CONTRIBUTION RATE. ENTERTHE RESULT BUT NOT MORE THAN $44,000 . 44,000.. ENTER THE SMALLER OF LINE 5 OR LINE 6 . 11,772 .. CONTRIBUTION DOLLAR LIMIT . 44,000.*IF ANY ELECTIVE DEFERRALS WERE MADE, GO TO LINE 9.*OTHERWISE, SKIP LINES 9 THROUGH 18 AND ENTER THE SMALLEROF LINE 7 OR LINE 8 ON LINE 19.. ALLOWABLE ELECTIVE DEFERRALS. SUBTRACT LINE 9 FROM LINE 8SUBTRACT LINE 9 FROM LINE 4. ENTER ONE-HALF OF LINE 11 . . .. ENTER THE SMALLEST OF LINES 7, 10 OR 12. SUBTRACT LINE 13 FROM LINE 4 . . . .. ENTER THE SMALLER OF LINE 9 OR LINE 14 .*IF CATCH-UP CONTRIBUTIONS WERE MADE, GO TO LINE 16.*OTHERWISE, SKIP LINES 16 THROUGH 18.. SUBTRACT LINE 15 FROM LINE 14 . . . . .. CATCH-UP CONTRIBUTION (AGE 50 OR OLDER). ENTER THE SMALLER OF LINE 16 OR LINE 17

ADD LINES 13, 15 AND 18. ENTER HERE AND ON LINE 28,FORM 1040 . . . . . . . . . . 11,772 .



40/50

4

JAMES R. & M. ANITA PERR1040 STUDENT LOAN INTEREST DEDUCTION STATEMENT

ENTER THE TOTAL INTEREST PAID IN 2006LOANS. DO NOT ENTER MORE THAN $2,500 ON QUALIFIED STUDENT 2,500.ENTER THE AMOUNT FROM FORM 1040, LINE 22 . . 220,423.ENTER THE TOTAL OF THE AMOUNTS FROM FORM 1040, LINES 23THROUGH 32, LINE 34, AND ANY WRITE-IN ADJUSTMENTS YOUENTERED ON THE DOTTED LINE NEXT TO LINE 36 16,358.SUBTRACT LINE 3 FROM LINE 2 204,065.ENTER THE* SINGLE,* MARRIED

AMOUNT SHOWN BELOW FOR YOUR FILING STATUS.HEAD OF HOUSEHOLD, OR QUALIFYING WIDOW(ER)-$50,OOOFILING JOINTLY-$105,OOO . 105,000.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

LINE 9[X] YES. SUBTRACT LINE 5 FROM LINE 4 .TO

99,065.DIVIDE LINE 6 BYENTER THE RESULTPLACES). IF THE

$15,000 ($30,000 IF MARRIED FILING JOINTLY).AS A DECIMAL (ROUNDED TO AT LEAST THREERESULT IS 1.000 OR MORE, ENTER 1.000 1. 000MULTIPLY LINE 1 BY LINE 7.... 2,500.STUDENTLINE 1. LOAN INTEREST DEDUCTION. SUBTRACTENTER THE RESULT HERE AND ON FORM LINE 8 FROM1040, LINE 33 O.

1040 WAGES RECEIVED AND TAXES WITHHELD STATEMENT

NAME AMOUNTPAIDFEDERALTAXWITHHELD

STATETAXWITHHELDCITYSDITAX W/H FICATAX MEDICARETAX

OF THECORPORATEINC

103,320.389.

13,781.97.

5,840 .24.

1,598.6.

103,709. 13,878. 5,864 . 1,604.


5


41/50

6


1040 QUALIFIED DIVIDENDS STATEMENT

ORDINARY QUALIFIEDOF PAYER DIVIDENDS DIVIDENDSOF NEW YORKOF NEW YORKK-1 - REVOCABLE "BLIND" TRUST

AGREEMENT FBO RICK PERRY DTD

3.28.

12,935.

3 .28.

7,804 .INCLUDED IN FORM 1040, LINE 9B 7,835.



42/50

7


1040 EXCESS SOCIAL SECURITY TAX WORKSHEET STATEMENT

TAXPAYER SPOUSE.

.

.

.

.

ADD ALL SOCIAL SECURITY TAX WITHHELD BUT NOT MORETHAN $5,840.40 FOR EACH EMPLOYER (THIS TAX SHOULDBE SHOWN IN BOX 4 OF YOUR W-2 FORMS). ENTER THETOTAL HERE . . . . . . . . . . . . . . . . . . . . .ENTER ANY UNCOLLECTED SOCIAL SECURITY TAX ON TIPS ORGROUP-TERM LIFE INSURANCE INCLUDED IN THE TOTAL ONFORM 1040, LINE 63 . . ...ADD LINES 1 AND 2SOCIAL SECURITY TAX LIMITSUBTRACT LINE 4 FROM LINE 3. EXCESS SOCIAL SECURITYTAX INCLUDED IN FORM 1040, LINE 67. . ....

5,864.

5 ,864.5 ,840.

24.

1040 FEDERAL INCOME TAX WITHHELD STATEMENT

AMOUNTOF THE GOVERNOR 13,781

CORPORATE SERVICES, INC 97.OF NEW YORK 1-OF NEW YORK 8 .

TO FORM 1040, LINE 64 13 ,887 .

A MISCELLANEOUS DEDUCTIONS SUBJECT TO FLOOR STATEMENT 9

AMOUNTK-1 - REVOCABLE

DTD 9-13-9 "BLIND" TRUST STATE AGREEMENT FBO RICK 1 ,000 .TO SCHEDULE A, LINE 22 1 ,000 .

36 STATEMENT(S) 7, 8, 9786859 630 2006.05020 PERRY, JAMES R. 630 1

8


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DepaJ1ment of the TreasuryInternal Revenu e Service (99) Attach to Form 1040. See Instructions fo r Schedule SE (Form 1040).

SCHEDULE SE(Form 1040) Self-Employment TaxOM S No. 1545-0074

2006Name of person with self-employmf'nt 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 selfemployment 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 no t church employee income (see page SE1).Note. Even if you had a loss or a small amoun: of income from selfemployment, it may be to your benefit to file Schedule SE and use either"optional method" in Part II of Long Schedule SE (see page SE3).Exception. If your only selfemployment income was from earnings as a minister, member of a religious order, or Christian Science practitione r andyou filed Form 4361 and received IRS approval not to be taxed on those earnings, do no t file Schedule SE. Instead, write "Exempt-Form 4361" onForm 1040, line 58.May I Use Short Schedule SE or Must I Use Long Schedule SE?Note. Use this flowchart only if you must file Schedule SE, if unsure, see Who Must file Schedule SE, above.

Did you receive wages or tips in 2006?No

tAre you a minister, member of a religious order, or ChristianScience practitioner who received IRS approval not to be taxed Yeson earnings from these sources, but you owe self-employment tax on other earnings? +oAre you using one of the optional methods to figure your netearnings (see page SE-3)?

NoOld you receive church employee income reported on Form W-2of $1 08.28 or more?

NoI You may use Short Schedule SE Below I

Yes,,.

Was the total of your wages and tips subJect to social securityor railroad retirement tax plus your net earnings from self ~ employment more than $94,200?~ No

.... No Did you receive tips subject to social security or Medicaretax that you did not report to your employer?

... You must use Long Schedule SE on page 2

Section A-Short Schedule SE. Caution. Read above to see if you can use Short Schedule SE.1 Net farm profit or (loss) from Schedule F,/ine 36, and farm partnerships, Schedule K1

(Form 1065), box 14, code A .......... .. ........... ... ................................. .. ..... ..... .....2 Net profit or (loss) from Schedule C, line 31; Schedule CEZ, line 3; Schedule K-1 (Form 1065), box 14, code A

(other than farming); and Schedule K-1 (Form 1065-8), box 9, code J1. Ministers and members of religiousorders, see page SE1 for amounts to report on this line. See page SE3 for other income to report S'rM.'r J 6

3 Combine lines 1 and 2 . . . . . . . . . . . . . . . . 4 Net earnings from self-employment. Multiply line 3 by 92.35% (.9235). If less than $400, do no t

file this schedule; you do not owe self-employment tax ...............5 Self-employment tax. If the amount on line 4 is: $94,200 or less, multiply line 4 by 15.3% (.153). Enter the result here and onForm 1040, line 58. .....................} More than $94,200, multiply line 4 by 2.9% (.029). Then, add $11,680.80 to the result.Enter the total here and on Form 1040, line 58.

6 Deduction for one-half of self-employment tax. Multiply line 5 by 50% (.5).Enter the result here and on Form 1040, line 27 . I 6 I 4 475.LHA For Paperwork Reduction Act Notice, see Form 1040 instructions.

62450110-24-06

19630 2006.05020 PERRY, JAMES R.

1

2 63 333.3 63 333.4 58 488.

5 8 949.

Schedule SE (Form 1040) 2006

630 1

I


44/50

Schedule SE (Form 1040) 2006 Attat:nment Sequence Nc. 17 Page 2Name of person with self-employment income (as shown on Form 1040)JAMES R. PERRY

Social security number ofperson with self-employmentincome ...

Section B - Long Schedule SEI Part I Self-Employment TaxNote. If your only income subject to self-employment tax is church employee income, skip lines 1 through 4b. Enter -0- on line 4c and go toline 5a. Income from services you performed as a minister or a member of a religious order is not church employee income. See page SE-1.

A If you are a minister, member of a religious order, or Christian Science practitioner and you filed Form 4361, but you had $400 ormore of other net earnings from self-employment check here and continue with Part I __ .. . _.1 Net farm profit or (loss) from Schedule F, line 36, and farm partnerships, Schedule K-1 (Form 1065),

box 14, code A. Note. Skip this line if you use the farm optional method (see page SEA) . .._ ... _.2 Net profit or (loss) from Sche dule C, line 31; Schedule C-EZ, line 3; Schedule K-1 (Form 1065), box 14, code A eJr--

other than farming); and Schedule K-1 (Form 1065-8), box 9, code J1. Ministers and members of religiousorders, see page SE-1 for amounts to report on this line. See page SE-3 for other income to report_Note. Skip this line if you use the nonfarm optional method (see page SEA) _.S.EE .. S ' J : ' . ~ . : : I ' E I 1 E N ' J : ' _ J . 7 2 8 269.

3 8 269. Combine lines 1 and 2 .. . 7 636.a If line 3 is more than zero, multiply line 3 by 92.35% (.9235). Otherwise, enter amount from line 3 ... 4a4b

c Combine lines 4a and 4b. If less than $400, stop; you do not owe self-employment tax. Exception.If less than $400 and you had church employee income, enter -0- and continue s.a I _.... f---'-'4c=--+ -'--7 ~ - . h 5 a Enter your church employee income from Form W-2. See page SE-1 Ifor definition of church employee income 1L-'=--"---- --1

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

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

5b 6 Net earnings from self-employment. Add lines 4c and 5b . 6 7 636.7 Maximum amount of combined wages and self-employment earnings subject to social security tax or

the 6.2% portion of the 7.65% railroad retirement (tier 1) tax for 2006 . 94,200.008 a Total social security wages and tips (total of boxes 3 and 7 on Form(s)

W-2) and railroad retirement (tier 1) compensation. If $94,200 or more, skiplines 8b through 10, and go to line 11 .

7

94.589.ab Unreported tips subject to social security tax (from Form 4137, line 9) 8bc Add lines 8a and 8b Be

9 Subtract line 8c from line 7. If zero or less, enter -0 here and on line 10 and go to line 11 . 910 Multiply the smaller of line 6 or line 9 by 12.4 % (.124) . . . 1011 Multiply line 6 by 2.9% (.029) . 221.1 221.2 Self-employment tax. Add lines 10 and 11. Enter here and on Form 1040, line 58 . 1213 Deduction fo r one-half of self-employment tax. Multiply line 12 by

50% (.5). Enter the result here and on Form 1040, line 27 . 111.I Part II I Optional Methods To Figure Net Earnings (see page SE-3)

3 From Seh. C, line 31; Sen. C-EZ, line 3; Seh. K-1 (Form 1065), box 1 ~ code A; andSeh. K-1 (Form 1065-B), box 9, code J1.

Farm Optional Method. You may use this method only if (a) your gross farm income 1 was not more than $2,400, or(b) your net farm profits 2 were less than $1,733.14 Maximum income for optional methods ..... .......... ......... ................ ....... 14 1,600_0015 Enter the smaller of: two-thirds (2/3) of gross farm income 1 (not less than zero) or $1,600. Also include

this amount on line 4b above 15Nonfarm Optional Method. You may use this method only if (a) your net nonfarm profits 3 were less than $1,733 andalso less than 72.189% of your gross nonfarm i n c o m e ~ and (b) you had net earnings from self-employment of atleast $400 in 2 of the prior 3 years.Caution. You may use this method no more than five times.16 Subtract line 15 from line 14 ......... .................................. ................ . . . . . . ............ . . . . . . . . . ....... 1617 Enter the smaller of: two-thirds (2/3) of gross nonfarm income 4 (not less than zero) or the amount on

line 16. Also include this amount on line 4b above ........................ ...... . . . . . . . . . . . . . . . . . . ... ....... . . . . . -........ 171 From Seh. F, line 11, and Seh. K-1 (Form 1065), box 1 ~ code B.2 From Seh. F, line 36, and Seh_ K-1 (Form 1065), box 1 ~ code A.

4 From Seh. C, line 7; Seh_ C-EZ, line 1; Seh. K-1 (Forni 10G5), box 1 ~ code C; andSeh. K-1 (Form 1065-G), box 9, code J2.

624502 Schedule SE (Form 1040) 200610-24-0620786859 630 2006.05020 PERRY, JAMES R. 630 1


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Form 1116Depanment of the TreasuryInternal Revenue Service (99)

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

OM S No. 1545-0121

2006Name

JAMES R. & M. ANITA PERRYIdentifying number as shown on page ' of your tax return

Use a separate Form 1116 for each category of income listed below. See Categories of Income on page 3 of the instructions. Check only one box on each Form 1116.Report all amounls in U.S. dollars except where specified in Part II below.a [X ] Passive income d D Shipping income Lump-sum distributionsb D High withholding tax interest e D Dividends from a DISC or former DISC Section 901(j) IncomeD Financial services income f D Certain distributions from a foreign sales Certain income re-sourced by treatycorporation (FSC) or former FSC General limitation Incomek 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 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 [ iaxable Income or Loss From Sources Outside the United States (for Category Checked Above)

I Foreic n Country or U.S. Possession TotalA B C (Add cols. A B and C.)

I Enter the name of the foreign countr y or U.S. OTHERpossession 00UNTRIES

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

30. 1ab Check if line 1a is compensation for personal services as

an employee, your total compensation from all sources is$250,000 or more, and you used an alternative basis todetermine its source (see instructions) . . . . . . CIDeductions and losses (Caution: See pages 13 and 14

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

a Certain itemized deductions or standard deduction 10 304.b Other deductions (attach statement)c Add lines 3a and 3b 10,304 .d Gross foreign source income 30.e Gras s income from all sources 228 521.f Divide line 3d by line 3e .000131g Multiply line 3c by line 3f 1.

4 Pro rata share of interest expense:a Home mortgage interest (use worksheet on page 13

of the instructions)b Other interest expense

5 Losses from foreign sources6 Add lines 2, 30, 4a, 4b, and 5 1. 67 Subtract line 6 from line 1a. Enter the result here and on line 14 Daoe 2 .. 7

I Part II I Foreign Taxes Paid or AccruedCredit is claimed Foreign taxes paid or accruedlor taxe s In foreign currency In U.S. dollars(you must>. check one) {w)Other.. (s) Other (m) OOpa l d Taxes withheld at source on: foreign Taxes withheld at source on: foreign8 Inl D Accrued taxes paid or taxes paid or

(0) g a ~ ~ g ~ ~ d d (p) DIVidends (q) ~ ~ ~ I ~ I : ~ d (r) Interest accrued (t) Dividends (u) ~ ; ; ~ I ~ I : i d (V) Interest accruedA VARIOUS 9 .B -C8 Add lines Athrougll C, column (x). Enter the tot3111ere and all line 9, page 2 .........

30.

1.29.

(x) Total foreigntaxes paid oraccrued {add cols.(t) through (w))9 .

-

-9.LHA For Paperwork Reduction Act Notice, see separate instructions. Form 1116 (2006)61150112-02-06

21786859 630 2006.05020 PERRY, JAMES R. 630

8

1


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I

agc-....:Fo:.:..:rm.:..:....;..11:...;.1.:..6 -.:(2.:..00:..:6.!....). . . . : : J ~ A M . . : = . . = ; E ~ S - - : . R ~ . ' - - - . . : & = - - ~ M : . . : . . ~ f u ~ I / I = - T ~ A : . . . . . . . . = P - = E = . = R ~ R : . . ; . v = - ~ """""_p--: e_I Part III Figuring the Credit9 Enter the amount from Ime 8. These are your total foreign taxes paid or accrued

for the category of mcome checked above Part I 9 10 Carryback or carryover (attach detailed computation) 1011 Add lines 9 and 10 9 .112 Reduction in foreign taxes 12

9 .3 Subtract line 12 from line 11. This is the total amount of foreign taxes available for credit 1314 Enter the amount from line 7. This is your taxable income or (loss) from sources outside the

United States (before adjustments) for the category of income checked above Part I 29.415 Adjustments to Ime 14 1516 Combine the amounts on Imes 14 and 15. This is your net foreign source taxable income.(If the result is zero or less, you have no foreign tax credit for the category of incomeyou checked above Part I. Skip lines 17 through 21. However, if you are filing more thanone Form 1116, you must complete line 19.) . 29.17 Individuals: Enter the amount from Form 1040, Ime 41 (minus any amount on Form 89

Gov Rick Perry 2006 Taxes

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