Gov Rick Perry 2006 Taxes

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

E
L
H
MB No. 1545-0074
.20
t 2006, ending For the year Jan 1-Dec. 3', 2006, or other tax year beginning
Your socIal security number Last name Your first name and Inllial
M. ANITA PERRY
Home address (number and street), If you have a P.O. box, see page 16.

If a jOint return, spouse's first name and initial Last name
Otherwise, E 101a COLORADO
please 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 not
Presidential AUSTIN TX 787 a1 change your tax orrerund
Election 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 D
Filing Status
2 [X] Married filing jointly (even if only one had income)
3 D Married filing separately. Enter spouse's SSN above
Check only
one box. and full name here. 5 D
Exemptions
If more than four
dependents
see page 19_
Income
Attach Form(s)
W-2 here. Also
attach Forms
W-2G and
1D99-R if tax
was withheld.
If you did not
get a W-2,
see page 23_
Enclose, but do
not attach, any
payment. Also,
please use
Form 1040-V.
Adjusted
Gross
Income
6a [X] Yourself. If someone can claim you as a dependent, do not check box 6a
b [X] Spouse
C Dependents: (2) Dependent's social
(1) FIrst name Last name security number
you due to divorce
or separation
(see page 20)
SYDNEY PERRY AUGHTER
Dependents on 6c
not entered above
Add numbers
I;l
d Total number of exemotions claimed

7 Wages, salaries, tips, etc. Attach Form(s) W-2 7 103 709.
8a Taxable interest. Mach Schedule B if required 8a 198.
b Tax-exempt interest. Do not include on line 8a
9a Ordinary dividends. Attach Schedule B if required 9a 13 285.
b Qualified dividends (see page 23) 7 835.
10
11
...
12
D 13 <3 000. >
14
15b
..
5 900.
16b
17 36 664.
18
19
b Taxable amount (see page 27) 20b
I
21 63 667.
22 220 423. ..
586.
772.
--.­
36 16 358.
37 204,065.
T8b
..,
9b
10 Taxable refunds, credits, or offsets of state and local income taxes
11 Alimony received
12 Business income or (loss). Attach Schedule Cor C-EZ
13 Capital gain or (loss). Attach Schedule Dif required. If not required, check here
14 Other gains or (losses). Attach Form 4797
15a IRA distributions b Taxable amount
16a Pensions and annuities 16a
I
b Taxable amount
17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attacll Schedule E
t:J
18 Farm income or (loss). Attach Schedule F
19 Unemployment compensation
20a Social security benefits 20a I 1
21 Other income. List type and amount (see page 29)
SEE STATEMENT 1
22 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 23
CertaIn bUSiness expenses of reservists, performing artists: and 'fe'e-bas(s ·go:,.;ernme'nt
24 officials. Attach Form 2106 or 2106-EZ
25 Health savings account deduction. Attach Form 8889
26 Moving expenses. Attach Form 3903
27 One-half of self-employment tax. Attach Schedule SE
28 Self-employed SEP, SIMPLE, and qualified plans
29 Self-employed health insurance deduction (see page 29) .
30 Penalty on early withdrawal of savings
31a 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
-.li
35 Domestic production activities deduction. Attach form 8903
...1L
36 Adl1 lines 23 tllrough 31a and 32 tllrough 35
37 Subtract line 36 from line 22. This is your adjusted gross income
LH.iJ, For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 80.
Head of household (with qualifying person). If the qualifying
person is a child but not your dependent, enter this child's
name here.
Qualifying widow(er) with dependent child (see page 17\
_2_
No. or children
on 6c who:
(3) Dependent's • lived with you
relationship to
you • did not live with
I·'
1
24
25
26
27 4
28 11
29
30
31a
32
Form 1040 (2006)
6"10001
1
02-05-07
':'I.

OMS No. 1545-0074
Application for Automatic Extension of Time
Form 4868
To File U.S. Individual Income Tax Return
2006
Depanment of the Treasury
Internal Revenue Service For calendar year 2006, or other tax year beginning
I Part II .Identification "
1 Your name(s)
JAMES R. PERRY & M. ANITA PERRY
Address
1010 COLORADO
City, town or post office, state, and ZIP code
AUSTIN TX 78701
2
Your social security number Spouse's social security number
)3
451 96 5106
, 2006, ending
Part II I· Individual Income Tax
4 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
...... .. . . . ... . ............. ...... .
D
9 Check here if you file Form 1040NR or 1040NR-EZ and did not receive
wages as an employee subject to U.S. income tax withholding
0
Form 4868 (2006) LHi\ For Privacy Act and Paperwork Reduction Act Notice, see instructions.
Lj,/cp'u'7 Y-1Y.( {C/-Ir-!if'dr/)(I/j tV
10-30·06
7u, 1(2.S/Ij-tJ.s1in,lX
:t( 71/q SLi :5
L
/ Q5U';;:/{,Jtl{,lO '5371;;,
618711
---
Form 1040 (2006) Page 2
JAMES R. & M. AN.!. TA PERRY
Tax and
Credits
Standard
Deduction for
• People who
checked any
box on lIne 39a
or 3gb or who
can be claimed
as a dependent
• All others
Single or
MarrIed filing
separately,
$5.150
MaJTled filIng
JOintly or
Qualltylng
wldow(er),
$10,300
Head 01
household,
$7.550
Other
Taxes
Payments 64 Federal income tax withheld from Forms W-2 and 1099
65 2006 estimated tax payments and amount applied from 2005 return
If you have
66a Earned income credit (EIC) .
a qualifying
child. attach b Nontaxable combat pay election 66b 1
Schedule EIC.
67 Excess social security and tier 1RRTA tax withheld (see page 60)s'l'11'l'
7
68 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 8885
71 Credit for federal telephone excise tax paid. Attach Form 8913 if required
72 Add lines 64 65 66a and 67 throuoh 71. These are your total pavments
38 204 065.
14 847.
189 218.
40
D
41
42 9 900.
43 179 318.
44 38 594.

6.


45
38 594.
6 .
38 588.
9 170.
590 .
48 348.
STATEMENT 8
46
56
57
58
59
60
61
62
63
469.
24.
50.
72 46,430.
73
D

74a
2 063. 76
145.
38 Amount from line 37 (adjusted gross income)
39a Check
if:
{ D
D
You were born before January 2, 1942,
Spouse was born before January 2, 1942,
D
D
Blind.}
Blind.
Total boxes
checked
".
39a I
b If your spouse Itemizes on a separate return or you were a dual-status allen, see page 34 and check here 39b
40 Itemized deductions (from Schedule A) or your standard deduction (see left margin)
41 Subtract line 40 from line 38
42 If line 38 IS over $112,875, or you provided housing to a person displaced by Hurricane Katrina,
see page 36. Otherwise, multiply $3,300 by the total number of exemptions claimed on line 6d
43 Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0­
44 Tax. Check if any tax is from: aD Form(s) 8814 bD Form 4972 .
45 Alternative minimum tax. Attach Form 6251
46 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 8863
51 Retirement savings contributions credit. Attach Form 8880
52 Residential energy credits. Attach Form 5695
53 Child tax credit (see page 42). Attach Form 8901 if required
54 Credits from: a D Form 8396 b D Form 8839 c D Form 8859
55 Other credits:a D Form 3800 b D Form 8801 cD Form
47
48
49
50
51
52
53
54
55
56 Add lines 47 through 55. These are your total credits
57 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.
60 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required
61 Advance earned income credit payments from Form(s) W-2, box 9
62 Household employment taxes. Attach Schedule H
63 Add lines 57 through 62. This is your total tax
64
65
66a
67
68
69
70
71
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 61
and Min 74b,
Rouhno I I D D Account I
b number C Type Checkino SavJnOs d number
74c, and 74d,
or Form 8888
75 Amount of line 73 yOU want apPlied to your 2007 estimated tax ......... 75
Amount 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 I
Third Party Do you want to allow another person to diSCUSS thiS return With the IRS (see page 63)? [X] Yes. Complete the following. D No
Designee 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 taxpayer) is based on all Information of which preparer has any knowledge.
Here Your signature Date Your occupation Dayllme phone number
Joint return?
GOVERNOR See page 17.
Spouse's occupation Date Keep a copy
Spouse's signature. If aloint return, both must sign
for your
records.
"ONSULTANT
Paid Preparer's I Date
Check if self- Ipreparer's SSN or PTIN
Preparer'ssi9nature employed Dip0 016 418 4
____________________________---L -'---__ I _
Use Only Firm's name (or MEADOR & JONES LLP
I ErN 74 . 298451 6
yours if self-em­
EXPOSITION BLVD SUITE BC-230
I Phone nos 12 - 472 - 0 7 95
610002 ployed), address,
11-07-06
and ZIP code
AUSTIN, TX 78703
Department of the Treasury
Internal Revenue Service
Name(s) shown on tax return
Underpayment of
Estimated Tax by Individuals, Estates, and Trusts
See separate instructions.
to Form 1040, 1040A, 1040NR, 1040NR-EZ, or 1041.
OMB No.1545-0140
2006
Attachment
Sequence No. 06
Identifying number
JAMES R. & M. ANITA PERRY
Do You Have To File Form 2210?
Complete lines 1 through 7 below. Is line 7 less than $1 ,OOO?
No

Complete lines 8 and 9 below. Is line 6 equal to or more
than line 9?
No
You may owe a penalty. Does any box in Part II below apply?
No

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

You are not required to figure your penalty because the IRS will
figure it and send you a bill for any unpaid amount. If you want to
figure it, you may use Part III or Part IV as a worksheet and enter
your penalty amount on your tax return, but file only page 1 of
Form 2210.
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 E below applies.
[X] Yes. You may owe apenalty, but do notlile Form 2210 unless one or more boxes in Part II below applies.
• If box S, C, or 0 applies, you must figure your penalty and file Form 2210.
• If only box A or E(or both) applies, file only page 1 of Form 2210. You are not required to figure your penalty; the IRS
will figure it and send you abill for any unpaid amount. If you want to figure your penalty, you may use Part III or Part IV
as a worksheet and enter your penalty on your tax return, but file only page 1 01 Form 2210.
I"P:::-a-rt--'---;I-'-, I Reasons for Filing. Check applicable boxes. If none apply, do not file Form 2210.
A D You request a waiver (see page 2 of the instructions) of your entire penalty. You must check this box and file page 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)
G12501
01·30-07
6.1
_4200411 786859 630 2006.05020 PERRY, JAMES R. 630 1
I
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 Underpayment
18 Required installments. If box Cin Part II applies, enter
the amounts from Schedule AI, line 25. Otherwise, enter
25% (.25) of line 9, Form 2210, in each column 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 line
19 is equal to or more than line 18 for all payment
periods, stop here; you do not owe a penalty. Do not
file Form 2210 unless you checked a box in Part II 19 13 947. 3 478. 10
Complete lines 20 through 26 of one column before
going to line 20 of the next column.
20
21
22
Enter the amount, if any, from line 26 in previous column
Add lines 19 and 20
Add the amounts on lines 24 and 25 in previous column
20 3 629.
21 7 107. 10
22 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 line
23, subtract line 23 from line 18. Then go to line 20 of
the next column. Otherwise, go to line 26 . ~ 25 3 21lo 3
26 Overpayment. If line 23 is more than line 18, subtract line
18 from line 23. Then 00 to line 20 of the next column. 26 3 629.
Section B - Figure the Penalty (Complete lines 27 through 30 of one column before going to the next column.)
Payment Due Dates
(c) (d) (b) (a)
1/15/07 9/15/06 6/15/06 4/15/06
318. 10 318.
478. 18 477.
478. 18 477.
21lo 3 05lo
267. 15 426.
o.
05lo
April 16,2006 - June 30, 2006
,....
27 Number of days from the date shown above line
"0
0
27to the date the amount on line 25 was paid or
'i:
Q)
6/30/06, whichever is earlier
a.
~
Number of days III
0:
28 Underpayment on on line 27
x
Ime 25
365
July 1,2006 - April 15, 2007 9/15/06
Days:
C'l
29 Number of days from the date shown above line
"0
0
29 to the date the amount on line 25 was paid or T
'i:
Q)
4/15/07, whichever is earlier
a.
~
Number of days III
0:
30 Underpayment on on line 29
x
line 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 not
file Form 2210 unless you checked a box in Part II
~
31
31
4/15/06 6/15/06
Days· Days:
27
x .07 ~
28 $ $
6/30/06 6/30/06
Days: Days:
ED WORKSHEE SEE ATTACH
29
x .08 ~
30 $ $
1/15/07
Days:
$
$ 145.
Form 2210 (2006)
612'91/0'-30-07
6.2
.4200411 786859 630 2006.05020 PERRY. JAMES R. 1
UNDEh ..... AyMENT OF ESTIMATED TAX WORKS• ...£T
Identifying Number Name(s)
JAMES R. & M. ANITA PERRY
(B)
. 000191781
.000219178
.000219178
.000219178
(F) (A) (D) (E) (C)
Daily
-Date
Number Days Adjusted
Penalty Rate Penalty Amount Balance Due Balance Due
-0­
04/15/06 10 318. 10.318.
04/15/06 <3 478. > 6 840.
<10 469. t> <3 629. >
06 15/06 10 318. 6 689.
1:::
/06
06/15/06 <3 478. b> 3 211. 15
06/30/06 o. 3 211. 77
09/15/06 10 318. 13 529.
<3 478. t>- 10 051. 09/15106
09/15/06 <7 000. b> 3 051. 107
12/31/06 o. 15 3 051.
01/15/07 10 318. 13 369.
01/15 07 <3 477.> 9,892.
01/15/07 <15 OOO.!> <5 108.>
I I I I
Penalty Due (Sum of Column F).
- Date of estimated tax payment, willlllOlding
credit date or installment due date.
612511
05-01-06
6.3
l4200411 786859 630 2006.05020 PERRY. JAMES R. 630 1
9 .
54.
72.
10.
I
145.
-------------------------------------
-------------------------------------
OMB No 1545-0074
SCHEDULES A&B
Schedule A - Itemized Deductions
(Form 1040)
2006
(Schedule B is on page 2)
Department of the Treasury
Internal Revenue Service (99) Attach to Form 1040. See Instructions for Schedules A&B (Form 1040).
Your socIal security number Name(s) shown on Form 1040
JAMES R. & M. ANITA PERRY
Medical Caution. Do not Include expenses reimbursed or paid by others.
and
1 Medical and dental expenses (see page A1) I' '2'" I'"
1
Dental 2 Enter amount from Form 1040, line 38 . '-""'-'-----------1
Expenses 3 Multiply line 2 by 7.5% (.075) 3
4 Subtract line 3 from line 1. If line 3 is more than line 1, enter -0- .. 4
Taxes You
5 State and local income taxes S.E.E ..S':I'A':I'EI1E.N':I' l2 .. sr.. 5 3 002.
Paid 6 Real estate taxes (see page A3).. . . .... 6 8 032.
(See
7 Personal property taxes. 7
pageA3.)
8 Other taxes. List type and amount
_
_9_-_1]-=­ § 1_3_. 8 13.
9 Add lines 5 throuah 8 . . .......... 9 11 047.
Interest 10 Home mortgage interest and points reported to you on Form 1098 . 10
You Paid
(See
page A3.)
11 Home mortgage interest not reported to you on Form 1098. If paid to the person
from whom you bought the home, see page A3 and show that person's name,
identifying no., and address

Note. 11
Personal
interest is
12 Points not reported to you on Form 1098. 12
not
deductible.
13
14
Investment interest. Attach Form 4952 if required_ (See page A-4.)
Add lines 10 throuah 13.. . . _.
. 13
14
Gifts to
Charity
15
16
Gifts by cash or check.. SEE.S':I'A':I'.E.l'1E.N':I'.lO
Other than by cash or check. If any gift of $250 or more, see page A5.
1-'1=5+-_--=1'--'---=9'-'9=-=1-"-1.
If you made a
gift and got a
benefit for it,
see page A-4.
17
18
You must attach Form 8283 if over $500
Carryover from prior year .
Add lines 15 throuah 17
16
17
2
18
880.
4 871.
Casualty and
Theft Losses
19 Casualtv or theft loss(es). Attach Form 4684. (See paae A-6.L .. 19
Job 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.)
Miscellaneous
Deductions

20
21 Tax preparation fees r2=--'1+-
22 Other expenses· investment, safe deposit box, etc. List type and amount
(See _9 _
page A-6.)
22 1000.

23
24
Add lines 20 through 22..
Enter amount from Form 1040, line 38 . T2d i" 2 0 4
f-'2""3'+-__
0 6 5 •
25 Multiply line 24 by 2% (.02) __
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 amount
Miscellaneous
Deductions
27
Total 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 column
Deductions
for lines 4 through 27. Also, enter this amount on Form 1040, line 40.
14,847. 28 }
LHA For Paperwork Reduction Act Notice, see Form 1040 instructions. Schedule A (Form 10'10) 2006
619501
11-10-06
7
.4200411 786859 630 2006.05020 PERRY. JAMES R. 630 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
......
SchedUles A&S (Form 1040) 2006 OMS No. 1545-0074 Page 2
Your social security number Name(s) shown on Form 1040. Do not enter name and social secunty number if shown on page 1.
JAMES R. & M. ANITA PERRY
Amount
6 .
192.
1
2 198.
3
4 198.
Amount
3 .
28.
12,935.
319.
5
6 13 285.
AHachment 08
Schedule 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 the
Interest property as a personal residence, see page B-1 and list this interest first. Also, show that
buyer's social security number and address
BANK OF AMERICA
PLAINSCAPITAL BANK
Note. If you
received a Form
1099-INT,
Form 1099-0ID,
or substitute
statement from
a brokerage firm,
list the firm's
name as the
payer and enter
the total interest
shown on that
form.
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 YORK
Dividends BANK OF NEW YORK
FROM K-1
-
REVOCABLE "BLIND" TRUST STATE AGREEMENT
FBO RICK PERRY DTD 9-13-9
FROM K-1 - REVOCABLE "BLIND" TRUST AGREEMENT FBO
Note: If you
ANITA PERRY
received a Form
1099·DIVor
substitute
statement from
a brokerage firm,
list the firm's
name as the
payer and enter
the ordinary
dividends shown
on that form.
Add the amounts on line 5. Enter the total here and on Form 1040, line 9a
6 . ... ............
Nate.
If I Ine 6 . IS over $1 500 vou must comole I te Part III
Part III
Foreign
Accounts
and
Trusts
627501
11-10-06
LHA For Paperwork Reduction Act Notice, see Form 1040 instructions.
8
4200411 7868SQ PRRRY. 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 No
account· 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? X
b If 'Yes,' enter ttlC name of the foreign cauntly >-
8 During 2006, did you receive a distribution from, or were you the grantor of, or transferor to, a foreign trust?
If "Yes," you may have to file Form 3520. See page B·2 .
X
Schedule B (Form 1040) 2006
1
I
OMS No. 1545-0074
SCHEDULE D
Gapital Gains and Losses
(Form 1040)
2006
Department of the Treasury
~ Attach to Form 1040 or Form 1040NR.
~
See Instructions for Schedule D (Form 1040).
~ ~ g ~ : ~ c : n ~ o . 12 Internal Revenue Service (99)
Your social security number Name(s) shown on return
JAMES R. & M. ANITA PERRY
Part I I Short-Term Capital Gains and Losses - Assets Held One Year or Less
(a) DescrIption of property
(Example: 100 sh. XYZ Co.)
(b) Date
acquIred
(Mo., day. yr.)
(c) Date sold
(Mo., day, yr.)
(d) Sales pnce
(e) Cost or
other baSIS
(f) Gain or (loss)
Subtcact (e) from (d)
1
2 Enter your short-term totals, if any, from Schedule D·1, line 2 2
3 Total short-term sales price amounts.
Add lines 1 and 2 in column (d)
...... -..
3
4 Short·term gain from Form 6252 and short·term gain or (loss)
from Forms 4684, 6781, and 8824. 4
5 Net short·term gain or (loss) from partnerships, S corporations, estates, and trusts
from Schedule(s) K·1
........ ...................................... . 5
6 Short·term 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 <11 > 686.
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) Date
acquired
(Mo., day, yr.)
(c) Date sold
(Mo., day, yr.)
(d) Sales pnce
(e) Cost or
other basis
(f) Gain or (loss)
Subtract (e) from (d)
8
9
10
11
12
13
14
15
Enter your long·term totals, if any, from Schedule D·1, line 9 9
Total long-term sales price amounts.
Add lines 8 and 9 in column (d) . 10
Gain from Form 4797, Part I; long·term gain from Forms 2439 and 6252; and
long·term gain or (loss) from Forms 4684,6781, and 8824
Net long·term gain or (loss) from partnerships, S corporations, estates, and trusts
from Schedulers) K·1 .
Capital gain distributions
........
Long·term capital loss carryover. Enter the amount, if any, from line 15 of your Capital Loss
Carryover Worksheet in the instructions
Net long-term capital gain or (loss). Combine lines 8 through 14 in column (f). Then go to
Part ilion page 2
. .......
11
12
13
14
15
(
13
<13
>
193.)
193.
LHA For Paperwork Reduction Act Notice, see Form 1040 or Form 1040NR instructions. Schedule 0 (Form 1040) 2006
620511/11-10-06
9
4200411 786859 630 2006.05020 PERRY, JAMES R. 630 1
& M. ANITA PERRY
16 Combine lines 7 and 15 and enter the result. If line 16 is a loss, skip lines 17 through 20, and go to
line 21. If a gain, enter the gain on Form 1040, line 13, or Form 1040NR, line 14. Then go to line
17 below 16 <24 879.>
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 0·8 of the
instructions. . 1----'1"'8'-+ _
19 Enter the amount, if any, from line 18 of the Unrecaptured Section 1250 Gain Worksheet on
page 0·9 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 Instructions for Form
1040 (or in the Instructions for Form 1040NR). Do not complete lines 21 and 22 below.
D No. Complete Form 1040 through line 43, or Form 1040NR through line 40. Then complete the
Schedule D Tax Worksheet on page 0·10 of the instructions. Do not complete lines 21 and
22 below.
21 If line 16 is a loss, enter here and on Form 1040, line 13, or Form 1040NR, line 14, the smaller of:
• The loss on line 16 or
• ($3,000), or if married filing separately, ($1,500) }
...S.E.E .. S'l'A'l'.E.ME.NT ..14... 21 l -=-0-=-0-=.0..=.)
Note. When figuring which amount is smaller, treat both amounts as positive numbers.
22 Do you have qualified dividends on Form 1040, line 9b, or Form 1040NR, line 10b?
[X] Yes. Complete Form 1040 through line 43, or Form 1040NR through line 40. Then complete
the Qualified Dividends and Capital Gain Tax Worksheet on page 38 of the Instructions
for Form 1040 (or in the Instructions for Form 1040NR).
D No. Complete the rest of Form 1040 or Form 1040NR.
Schedule D (F arm 1040) 2006
620512 11-10-06
10
PRRRV. R. f130 1
Qualified Dividends and Capital Gain Tax Worksheet - Line 44 Keep for Your Records
Name(s) shown on return
AMES 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. __ -,--,=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 }
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,
5. If you are claiming investment interest expense
on Form 4952, enter the amount from line 4g
of 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. 1,175.
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. 39,613.
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.
610451
11-14-06
10.1
4200411 786859 630 2006.05020 PERRY, JAMES R. 630 1
--
SCHEDULE E
(Form 1040)
Department of the Treasury
Internal Revenue Service (99)
Income and
(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. 1545-0074
2006
Name(s) shown on return
R. & 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, use
Schedule Cor C-EZ (see page E-3) Report farm rental income or loss from Form 4835 on page 2 line 40
1 List the type and location of each rental real estate property:
A
J.R. PERRY CO.
-
ROYALTY
B
C
Income:
3 Rents received
4 Rovalties received
Expenses:
5 Advertising
6 Auto and travel (see page E-4)
7 Cleaning and maintenance
8 Commissions
9 Insurance
10 Legal and other professional fees _
11 Management tees ___
12 Mortgage interest paid to banks, etc.
(see page H)
13 Other interest
14 Repairs
15 Supplies _
16 Taxes
17 Utilities
18 Other (list)
18
19 Add lines 5 through 18 19
20 Depreciation expense or depletion (see page E-4) 20
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
Yes No
A
B
C
21 Total expenses. Add lines 19 and 20 _
22 Income or (loss) Irom rental real estate
Or royalty properties. Subtract line 21
from line 3 (rents) or line 4 (royalties).
If the result is a(loss), see page E-5 to
lind out il you must file Form 6198
23 Deductible rental real estate loss. Caution.
Your rental real estate loss on line 22 may
be limited. See page E-5 to find out if you
must file Form 8582. Real estate professionals
must complete line 43 on page 2
21
22
23
2 For each rental real estate property listed
on line 1, did you or your family use it
during the tax year for personal purposes
for more than the greater of:
•
14 days or
•
10% of the total days rented at fair
rental value?
(See page E-3.)
Properties
B A
3 505.
551­
551­
2 954.
lk
24 Income. Add positive amounts shown on line 22. Do not include any losses _
25 Losses. AcId royalty losses from line 22 and rental real estate [asses from line 23. Enter total losses I,ere
26 Total rental real estate and royalty income or (loss). Combine lines 24 and 25. Enter tile result here.
If Parts II, III, IV, and line 40 on page 2 do not apply to you, also enter this amount all Form 1040,
line 17, or Form 1040NR, line 18. Otherwise, include tills amount In the total on line 41 on page 2
621491 1'-02-06 LHA For Paperwork Reduction Act Notice, see instructions.
Totals
C
(Add columns A, S, and C.)
3
4 3 505.
12
19
20 551.
24 2 954.
25
( )
26 2,954.
Schedule E(Form 1040) 2006
11
4200411 786859 630 2006.05020 PERRY, JAMES R. 630 1
Schedule E (Form 1040) 2006 Attachment Sequence No. 13
Name{s) shown on return. Do not enter name and socIal security number If shown on page'.
JAMES R. & M. ANITA PERRY
Caution: The IRS compares amounts reported on your tax return with amounts shown on Schedule(s) K-1.
I Part II I Income or Loss From Partnerships and S Corporations Note. If you report a loss from an at-risk activity for which
any amount is not at risk, you must check column (e) on line 28 and attach Form 6198. See page E·1.
27 Are you reporting any loss not allowed In aprior year due to the at-risk or basis limitations, aprior year unallowed loss from a
passive activity (if that loss was not reported on Form 8582), or unreimbursed partnership expenses? D Yes [X] No
If vou answered 'Yes" see oaoe E-6 before comoletino this section.
28 (a) Name
J.R. PERRY CO. A
B
C
0
(b) Enter Pfor
partnershipS
or Scorporalion
(C) Check
if foreign
partnership
(d) Employer
identification number
(e) Check 'f
any amount is
not at risk
P 75-1642655
P
Nonpassive Income and Loss Passive 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 from (b) Employer (c) Excess inclusion from
ass) from Schedules Q, 38 (a) Name
identification number Schedules Q, line 2c Schedules Q, line 3b
line 1b
39 Combine columns (d) and (e) on IV. Enter the result here and include in the total an line 41 below 39
I Part V I Summary
40 Net farm rental income or (loss) from Form 4835. Also, complete line below. 40
41 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 code B; Schedule K-1
(Form 1120S), box 17, code T; and Schedule K-1 (Form line 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 estate
aclivltlc3 ir) ,"hlCh you materially participated the passive activity loss rules 43 i I
(f) Passive loss allowed
(attach Form 8582 if required)
A
B
C
0
29a Totals
............. I
b Totals
......... I
30 Add columns (g) and (j) of line 29a
31 Add columns (f), (h), and (i) of line 29b
32 Total partnership and S corporation income or (loss). Combine lines 30 and 31. Enter the
result here and include in the total on line 1 below
I I Part III Income or Loss From Estates and Trusts
33 (a) Name
A SEE STATEMENT 15
B
Passive Income and Loss
(c) Passive deduction or loss allowed
I (d) Passive income
(attach Form 8582 if required) from Schedule K-1
A
B I
34a Totals I
b Totals .. ....... I
35
Add columns (d) and (f) of line
36
Add columns (c) and (e) of line .
(i) Section 179 expense (h) Nonpassive loss (j) Nonpassive income (g) Passive income
from Schedule K-1 deduction from Form 4562 from Schedule K-1 from Schedule K-1
3 722.
3 722.
o.
3 722. 30
( )
31
3 722. 32
(b) Employer
identification number
Nonpassive Income and Loss
(e) Deduction or loss
from Schedule K-1
(f) Other income from
Schedule K-1
15 807.
35
36
(
45
45
15
795.
795.
807. )
Schedule E(Form 1040) 2006
11-02-06
12
_4200411 786859 630 PRRRY_ R.
621501
1
2006
INCOME FROM PASSTHROUGH STATEMENT, PAGE 1
SCHEDULE E
Name JAMES R. PERRY
SSN/EIN -1....._
Passthrough J . R. PERRY CO. 10 75-1642655
TAXPAYER
PARTNERSHIP
Prior Year Unallowed Disallowed Due to Prior Year Unallowed Disallowed Due to Prior Year Passive Disallowed Passive
K·1 Input
Basis Loss Basis Limitation At-Risk Loss At·Risk Loss Loss Tax Return '-' .................. " ....... ~ ~ ..........
I SCHEDULE E PAGE 2
Ordinary business income (loss) .. 8 269
Rental real estate income (loss)
Other net rental income (loss)
Intangible drilling costs/dry hole costs
Self-charged passive interest expense
Guaranteed payments
Section 179 and carryover
Disallowed section 179 expense
Net income (loss) ........ 8 269 8 269
First passive other <4 547 <4 547 >
Second passive other ..............
Cost depletion
Percentage depletion ..
Depletion carryover .....
Disallowed due to 65% limitation
Unreimbursed expenses (nonpassive)
Nonpassive other ..... . ..........
Total Schedule E (oaae 2) ......... 3 722 3 722
I FORM 4797
Section 1231 gain (loss) . .. ...
Section 179 recapture on disposition
I SCHEDULE 0
Net short-term cap. gain (loss)
Net long·term cap. gain (loss) •• 0.
I
Section 1256 contracts & straddles ...
[
FORM 4952
Investment interest expense· Sch. A
Other net investment income ...
r ITEMIZED DEDUCTIONS
Charitable contributions .. 416
416
Deductions related to portfolio income
Other
13
821551
12-12-08
2006
INCOME FROM PASSTHROUGH STATEMENT, PAGE 2
SCHEDULE E
Name JAMES R. PERRY
SSN/EIN __••••L_
Passthrough J • R. PERRY CO 10 75-1642655
TAXPAYER
PARTNERSHIP
I
Prior Year Unallowed Disallowed Due to Prior Year Unallowed I Disallowed Due to Prior Year Passive Disallowed Passive
K·1 Input
Basis Loss Basis Limitation At-Risk Loss At·Risk Loss Loss Tax Return
IV' · ; ~ ~ E ~ ~ v ; ; ~ ~ D DIVIDENDS
Interest income ........... . ..............
Interest from U.S. bonds .......
Ordinary dividends
Qualified dividends
Tax·exemot interest income.
I FORM 6251
Depreciation adjustment after 12/31/86
1---­
Adjusted gain or loss ..... ,-.
f.-­
Beneficiary's AMT adjustment ......
Depletion (other than oil)
Other. ......... .......... ....
[ MISCELLANEOUS
Self·employment earnings (Ioss)/Wages 8 269
~
Gross farming &fishing inc
Royalties 3 505 3 505
'--­
551 Royalty expenses/depletion .. ......... 551
c---­
Undistributed capital gains credit ......
1----­
Backup withholding ... .. ........
Credit for estimated tax ........ . .. ,
=1==
Cancellation of debt ........
Medical insurance - 1040 ..
Dependent care benefits ...... .. ....
Retirement plans ...........
e--­
Qualified production activities income 8 269 8,26.1.-
Passthrough adjustment to Form 1040
1---­
Penalty on early withdrawal of savings
f.­
NOL ......
Other taxes/recapture of credits.
Credits .................................
Casualty and theft loss ...............
14
521552
12-04-05
2006
INCOME FROM PASSTHROUGH STATEMENT, PAGE 1
SCHEDULE E
Name JAMES R PERRY
SSN/EIN ~ _ ! ! ! ! ! ! ! ! ! ! _ . _
Passthrough REVOCABLE "BLIND" TRUST STATE AGREEMENT FBO RICK PERRY DT 10 74-6467584 TAXPAYER
ESTATE OR TRUST
.l.' ....I I . ~ J . ~ .... '-' ...... ~ .....
K·1 Input
Fr Year Unallowed
Basis Loss
Disallowed Due to
Basis Limitation
Prior Year Unallowed
At-Risk Loss
Disallowed Due to
At·Risk
Prior Year Passive
Loss
Disallowed Passive
Loss Tax Return
I SCHEDULE E PAGE 2
Ordinary business income (loss) .
Rental real estate income (loss)
Other net rental income (loss)
Intangible drilling costs/dry hole costs
Self·charged passive interest expense
Guaranteed payments
Section 179 and carryover ...............
Disallowed section 179 expense
Net income (loss)
First passive other
Second passive other. . .........
Cost depletion ......... ......
Percentage depletion . . ............
15 807 15 807
Depletion carryover .. ,. . ...
Disallowed due to 65% limitation
Unreimbursed expenses (nonpassive)
Nonpassive other. 45 795 45 795
Total Schedule E Inane 2) ................. 29 988 29 988
r FORM 4797
Section 1231 gain (loss) .........
Section 179 recaoture on disDosition
C
SCHEDULE D
Net short·term cap. gain (loss) .........
Net long·term cap. gain (loss)
Section 1256 contracts & straddles
I FORM 4952
Investment interest expense· Sch. A
Other net investment income ..........
r ITEMIZED DEDUCTIONS
Charitable contributions ...............
Deductions related to portfolio income 1 000
1 000
Other . .......... . ..........
15
621551
12-12-06
INCOME FROM PASSTHROUGH STATEMENT, PAGE 2 2006
SCHEDULE E
Name JAMES R. PERRY SSN/EIN ---.J••••
Passthrough REVOCABLE "BLIND" TRUST STATE AGREEMENT FBO RICK PERRY DT ID 74-6467584 TAXPAYER
ESTATE OR TRUST
J."vJ.., .... .......................
r INTEREST AND DIVIDENDS
Interest income ..... ........
Interest from U.S. bonds
Ordinary dividends
Qualified dividends
Tax-exemot interest income ...............
C
FORM 6251
Depreciation adjustment after 12/31/86
Adjusted gain or loss .......
Beneficiary's AMT adjustment
Depletion (other than oil)
Other.
C
MISCELLANEOUS
Self-employment earnings (Ioss)/Wages
Gross farming & fishing inc
Royalties
Royalty expenses/depletion
Undistributed capital gains credit
Backup withholding ....
Credit for estimated tax .
Cancellation of debt
Medical insurance - 1040
Dependent care benefits ......
Retirement plans .............
Qualified production activities income
Passthrough adjustment to Form 1040
Penalty on early withdrawal of savings
NOL
Other taxes/recapture of credits ....
Credits
Casualty and theft loss

Prior Year Unallowed Disallowed Due to Prior Year Unallowed Disallowed Due to Prior Year Passive Disallowed Passive
K-1 Input
Basis Loss Basis Limitation At-Risk Loss At-Risk Loss Loss Tax Return
12 935 12 935
7 804 7 804

e-­
l---­
-­

t---­
I---­
16

621552
2006
INCOME FROM PASSTHROUGH STATEMENT, PAGE 1
SCHEDULE E
Name JAMES R. PERRY SSN/EIN ---tI•••• _
Passthrough REVOCABLE "BLIND" TRUST AGREEMENT FBO ANITA PERRY ID 03-6092780
TAXPAYER
ESTATE OR TRUST
'-' ............... ~ ..... ~ ................
K-1 Input
Prior Year Unallowed
Basis Loss
Disallowed Due to
Basis Limitation
Prior Year Unallowed
At-Risk Loss
Disallowed Due to
At-Risk
Prior Year Passive
Loss
Disallowed Passive
Loss Tax Return
I SCHEDULE E PAGE 2
Ordinary business income (loss) .
Rental real estate income (loss)
Other net rental income (loss) .......
Intangible dri!ling costs/dry hole costs
Self-charged passive interest expense
Guaranteed payments
Section 179 and carryover
Disallowed section 179 expense
Net income (loss)
First passive other
Second passive other.
Cost depletion ..... ......
Percentage depletion
Depletion carryover.
Disallowed due to 65% limitation
Unreimbursed expenses (non passive)
Nonpassive other.
Total Schedule E (paqe 2) ....
I FORM 4797
Section 1231 gain (loss) .
Section 179 recapture on disposition
C
SCHEDULE D
Net short-term cap. gain (loss) ........
Net long-term cap. gain (loss) ............
Section 1256 contracts & straddles
I FORM 4952
Investment interest expense - Sch. A
Other net investment income
L ITEMIZED DEDUCTIONS
Charitable contributions.
Deductions related to portfolio income
....
. '
Other
17
821551
12-12-08
INCOME FROM PASSTHROUGH STATEMENT, PAGE 2
2006
SCHEDULE E
Name JAMES R"--a-.-'-P""E"'R"'R"'Y _
SSN/EIN ~ •••••__
Passthrough REVOCABLE "BLIND" TRUST AGREEMENT FBO ANITA PERRY 10 03-6092780
TAXPAYER
ESTATE OR TRUST
'-' ..l.. . L . l J . , : . . l ~ \ .L ... u ........... " .......
K-1 Input
Prior Year Unallowed
Basis Loss
Disallowed Due to
Basis Limitation
Prior Year Unallowed
At-Risk Loss
Disallowed Due to
At-Risk
Prior Year Passive
Loss
Disallowed Passive
Loss Tax Return
I INTEREST AND DIVIDENDS
Interest income .. .........
Interest from U.S. bonds
Ordinary dividends 319
319
Qualified dividends .........
Tax-exempt interest income .............
== FORM 6251
Depreciation adjustment after 12/31/86
Adjusted gain or loss
-­
Beneficiary's AMT adjustment
-­
Depletion (other than oil)
Other ............ ..............
~ MISCELLANEOUS
Self-employment earnings (loss)/Wages
Gross farming & fishing inc
Royalties .................
Royalty expenses/depletion
Undistributed capital gains credit
f---­
Backup withholding.
Credit tor estimated tax.
~ - ~
Cancellation of debt ......
Medical insurance· 1040
Dependent care benefits
Retirement plans ...........
. .::: I
Qualified production activities income ..... I
Passthrough adjustment to Form 1040 ~
Penalty on early withdrawal of savings
NOL
Other taxes/recaptu re of cred its ..
~
Credits
.. .. -..... .......
Casualty and theft loss
......
I
18
B21552
12-04-06
Schedule E
JAMES R. & M. ANITA PERRY
I
T Schedule K-1 Line Reference: (1065/11205/1041 \
T YI
S P Entity Act.
J E
1
No. No.
Name
1 p 1 1 R PERRY CO
",if, 2 I
3 I1EVOCABLE "BLIND" TRUST STATE A
"'W 3 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 Passive
Income Estate Income Activity Activity Loss
(Loss\ Inc. (Loss) (Loss) Loss CIO CIO
8 269
5/4/1
Interest
"
US Treasury
Bond
Interest
6aJ5aJ2a
Dividends
12 935
319
7/61" 8m3
TShort-T.,m
Royalties Capi'al
Gam (loss)
3 505
2006
9aJ8 aJ4 a 41"r
Net Guaranteed
ierm Capital Payments
Gain (Loss), to
-­
-
I
I
I
Totals ..
Component of:
8 269
Schedule E,
Page 2,
Various
Schedule E,
Page 2,
Various
Schedule E,
Page 2,
Various
Form 8582
Line 3c
Form
8582 AMT,
Line 3c
Schedule B,
Line 1
Schedule B,
Line 1
13 254
Schedule 8,
Line 5
3 505
Schedule E,
Lme4
Schedule D,
LI'1e5
Schedule D,
Line 12
Schedule E
Page ?,
Varlous
Schedule K-1
Line Reference:
*
(106511 10/9/*
Ordinary
Entity Act. Section 1231
Gain (Loss) \
No. No. Gain (Loss)
Farm 4797
1 1
2 3
L
I
I
I
\
Totals
Component of: Form 4797, Form 4797,
Line 2 Line 10
11/101"
I
Other
Income
46 795
I
46 795
Schedule 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"/12
Charitable
I I Deductions Wages for
SE Health Investment, I Investment AMT Dep, Minimurl
Section 179 Related to Investment Than 2% Other Net SE ExclUSion
Int. Expense lint. Expense Insurance tontributions PortfoliO I\dj on Post Tax
Shareho'ders Deductions Income Earnings Items Expense I Income :2%) Schedule A\ t§.chedule E) Premium 50% '86 Pronert Ad ustrnent
3 505 8 269 I
1 000
4 547 416
1 000
'­
I
I
I
,
I
3 505 8 269 5 547 1 000 416
Schedule E, Schedule E.
2007 Form 5251, Form 1040, ' Forrl 6251, Schedule A, SE Form 4952. iForm 1040, Form 4562, Schedule A, Schedule A, Page 2, Page 2,
Form 8801 Line 4a Line 29 line 7 LIne 17 Line 4 Line 13 Line 2 line 22 line 6 Lines 15 & 10 Various Various
i
-
* - No specific Schedule K-1line reference for these amounts.
628071 11-01-06
18.1
E
PASSTHROUGH RECAP - ADDITIONAL INFORMATION AND PRIOR YEAR BASIS CARRYOVERS
R. & M. ANITA PERRY
Schedule K·1
Line Re1erence'
-
(1065/1120S/1041) 6b/5b/2b 11/10/* 13/*/* 13/12/14 13/12/* 15/13/* 15/13/13 15/13/13 15/13/* 15/13/* 20/17/13
Sec. 1256
Qualified CredIt for
New Markets Credit for SS Recapture of
Entity Act. Qualified Dependent Production Employer's
Undistributed Empowerment
Increasing
No. No. Dividends
Contracts &
Care Benefits
Activities W-2 Wages
Capital Gains Zone Cred:t
Research Credit & Medicare Investment
Straddles Income ActiVities Taxes Credit
1
,
8 269 .L
2 3 7 804
I
2006
•
F=G
Totals
I
7 804 8 269
Component of: I Form 1040, Form 6781, Lorm 2441 Form 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
-­

Schedule K-1
Line Reference:
* * * * * * *
(1065/1120S/1041)
* * * * *
Schedule E
AMT
ST AMT LT AMT Sec. 1231
AMT
4797-Ord.
AMT
Other
AMT
Entity Act.
Schedule E Sec. 1231 47Q7-0rd.
Basis Basis Basis Basis LT Basis Basis Basis Basis
Other
No. No.
Basis BasIs Basis Basis
CarrYOver Carryover CarrYOVer Carryover Carryover Carryover Carryover Carryover Carryover Carryover CarryOVerS Carryovers
1---, ­
---­
f-------­
Totals
Component of:
Basis Basis BasIs BasIs Basis Basis Basis Basis Basis Basis Basis BasIs
Limitation Limitation Limitation Limitation Limitation Limitation Limitation Limitation Limitation limitation Limitation Limitation
Worksheet Worksheet Worksheet Worksheet Worksheet Worksheet Worksheet Worksheet Worksheet Wor'Ksheet Worksheet Worksheet

628076 02-12-J7 * - No specific Schedule K-1 line reference for these amounts.
18.2
JAME3 R. & M. ANITA PERR
SCHEDULE SE NON-FARM INCOME STATEMENT 16
DESCRIPTION AMOUNT
TEXAS
TOTAL
ASSOCIATION
TO SCHEDULE
AGAINST SEXUAL
SE, LINE 2
ASSAULT 63,333.
63,333.
SCHEDULE SE NON-FARM INCOME STATEMENT 17
DESCRIPTION AMOUNT
J.R. PERRY CO.
rOTAL TO SCHEDULE SE, LINE 2
8,269.
8,269.
41 STATEMENT(S) 16, 17
l4200411 786859 630 ? O O ~ . O S O ? O PRRRY. ~ A M R R R. 630 1
JAME3 R. & M. ANITA PERR
FORM 1116 WORLDWIDE CAPITAL GAINS STATEMENT 18
WORKSHEET FOR LINE 17
1 ENTER THE AMOUNT FROM FORM 1040, LINE 41
(MINUS ANY AMOUNT ON FORM 8914, LINE 6).
IF YOU ARE A NONRESIDENT ALIEN, ENTER THE
AMOUNT FROM FORM 1040NR, LINE 38 (MINUS ANY
AMOUNT ON FORM 8914, LINE 6). 189,218.
2 ENTER WORLDWIDE 28% GAINS
3 MULTIPLY LINE 2 BY 0.2000
4 ENTER WORLDWIDE 25% GAINS
5 MULTIPLY LINE 4 BY 0.2857
6 ENTER WORLDWIDE 15% GAINS
QUALIFIED DIVIDENDS
AND
7,835.
7 MULTIPLY LINE 6 BY 0.5714 4,477.
8 ADD LINES 3, 5 , AND 7 4,477.
9 SUBTRACT LINE 8
RESULT HERE AND
FROM LINE 1. ENTER
ON FORM 1116, LINE
THE
17 184,741.
42 STATEMENT(S) 18
.4200411 786859 630 2006.05020 PERRY, JAMES R. 630 1
JAMES R. & M. ANITA PERR
FORM 1116 ALTERNATIVE MINIMUM TAX FOREIGN TAX CREDIT STATEMENT 19
WORLDWIDE CAPITAL GAINS
WORKSHEET FOR LINE 17
1 ENTER THE AMOUNT FROM FORM 6251, LINE 28 199,194.
2 ENTER WORLDWIDE 25% GAINS
3 MULTIPLY LINE 2 BY 0.1071
4 ENTER WORLDWIDE 15% GAINS
AND QUALIFIED DIVIDENDS
5 MULTIPLY LINE 4 BY 0.4643
6 ADD LINES 3, AND 5 3,638.
7 SUBTRACT LINE 6 FROM LINE 1. ENTER THE
RESULT HERE AND ON FORM 1116 AMT, LINE 17 195,556.
43 STATEMENT(S) 19
14?00411 7RfiRr;q f i ~ O ?OOfi.or;o?o PRRRY. ~ A M R ~ R. f i ~ O 1
JAMEJ R. & M. ANITA PERR
FORM 8582 OTHER PASSIVE ACTIVITIES - WORKSHEET 3 STATEMENT 20
~ A M E OF ACTIVITY NET
CURRENT
INCOME
YEAR
NET LOSS
PRIOR YEAR
UNALLOWED
LOSS
OVERALL
GAIN
GAIN OR LOSS
LOSS
J.R. PERRY
rOTALS
CO. 3,722.
3,722.
O.
O.
3,722.
3,722.
:CORM 8582 SUMMARY OF PASSIVE ACTIVITIES STATEMENT 21
iNAME
J.R. PERRY CO.
FORM
OR
SCHEDULE
SCH E
GAIN/LOSS
3,722.
PRIOR
YEAR C/O
NET
GAIN/LOSS
3,722.
UNALLOWED
LOSS
ALLOWED
LOSS
~ O T A L S 3,722. 3,722.
JRIOR YEAR CARRYOVERS ALLOWED DUE TO CURRENT YEAR NET ACTIVITY INCOME
'OTAL TO FORM 8582, LINE 16
44 STATEMENT(S) 20, 21
4200411 786859 630 2006.05020 PERRY, JAMES R. 630 1
JAME3 R. & M. ANITA PERR
FORM 8903 QPAI FROM PASSTHROUGH ENTITIES STATEMENT 22
NAME OF PASSTHROUGH ACTIVITY QPAI AMOUNT WAGES AMOUNT
J.R. PERRY CO.
TOTAL 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
JAMEG R. & M. ANITA PERR
SCHEDULE A CASH CONTRIBUTIONS STATEMENT 10
AMOUNT AMOUNT
JESCRIPTION 50% LIMIT 30% LIMIT
UNITED METHODIST CHURCH
K-1 - J.R. PERRY CO.
3UBTOTALS
rOTAL TO SCHEDULE At LINE 15
37 STATEMENT(S) 10
4?00411 7RhRSQ PRRRV. R. 630 1
JAMEJ R. & M. ANITA PERR
SCHEDULE A ITEMIZED DEDUCTIONS WORKSHEET STATEMENT 11
1. ENTER THE TOTAL OF THE AMOUNTS FROM SCHEDULE A, LINES 4,
9, 14, 18, 19, 26, AND 27 .
2 • ENTER THE TOTAL OF THE AMOUNTS FROM SCHEDULE A, LINES 4,
13, AND 19, PLUS ANY GAMBLING AND CASUALTY OR THEFT
LOSSES INCLUDED ON LINE 27 .
3 . IS THE AMOUNT ON LINE 2 LESS THAN THE AMOUNT ON LINE 1?
IF NO, YOUR DEDUCTION IS NOT LIMITED. ENTER THE AMOUNT
FROM LINE 1 ABOVE ON SCHEDULE A, LINE 28.
IF YES, SUBTRACT LINE 2 FROM LINE 1 .
4. MULTIPLY LINE 3 BY 80% (.80) ..... 12,734.
5. ENTER THE AMOUNT FROM FORM 1040, LINE 38. 204,065.
6. ENTER: $150,500 ($75,250 IF MARRIED FILING
SEPARATELY) . 150,500.
7. IS THE AMOUNT ON LINE 6 LESS THAN THE AMOUNT
ON LINE 5?
IF NO, YOUR DEDUCTION IS NOT LIMITED. ENTER
THE AMOUNT FROM LINE 1 ABOVE ON SCHEDULE A,
LINE 28.
IF YES, SUBTRACT LINE 6 FROM LINE 5 53,565.
8. MULTIPLY LINE 7 BY 3% (.03) .... 1,607.
9 . ENTER THE SMALLER OF LINE 4 OR LINE 8 . .
L0 • DIVIDE LINE 9 BY 3 .
L1. SUBTRACT LINE 10 FROM LINE 9 .
L2. 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.
JCHEDULE A STATE AND LOCAL GENERAL SALES TAXES STATEMENT 12
)ESCRIPTION AMOUNT
;TATE
JOCAL
SALES
SALES
TAX
TAX
2,274.
728.
'OTAL TO SCHEDULE A, LINE 5 3,002.
38 STATEMENT(S) 11, 12
.4200411 786859 630 2006.05020 PERRY, JAMES R. 630 1
JAMES R. & M. ANITA PERR
SCHEDULE A GENERAL SALES TAX DEDUCTION WORKSHEET STATEMENT 13
1 ENTER YOUR STATE GENERAL SALES TAXES FROM THE
APPLICABLE TABLE.
TEXAS
IF, FOR ALL OF 2006, YOU LIVED ONLY IN CONNECTICUT, THE
DISTRICT OF COLUMBIA, HAWAII, INDIANA, KENTUCKY, MAINE,
MARYLAND, MASSACHUSETTS, MICHIGAN, MISSISSIPPI, NEW JERSEY,
RHODE ISLAND, VIRGINIA, OR WEST VIRGINIA, SKIP LINES 2
THROUGH 5, ENTER -0- ON LINE 6, AND GO TO LINE 7.
OTHERWISE, GO TO LINE 2.
2 DID YOU LIVE IN ALASKA, ARIZONA, ARKANSAS
(TEXARKANA ONLY), CALIFORNIA (LOS ANGELES
COUNTY ONLY), COLORADO, GEORGIA, ILLINOIS,
LOUISIANA, NEW YORK STATE, OR NORTH
CAROLINA IN 2006?
IF NO, ENTER -0-.
IF YES, ENTER YOUR LOCAL GENERAL SALES
TAXES FROM THE APPLICABLE TABLE. O.
3 DID YOUR LOCALITY IMPOSE A LOCAL GENERAL
SALES TAX IN 2006? RESIDENTS OF
CALIFORNIA, NEVADA AND TEXARKANA,
ARKANSAS, SEE INSTRUCTIONS.
IF NO, SKIP LINES 3 THROUGH 5, ENTER
-0- ON LINE 6 AND GO TO LINE 7.
IF YES, ENTER YOUR LOCAL GENERAL SALES
TAX RATE, BUT OMIT PERCENTAGES. 2.0000
AUSTIN
1 DID YOU ENTER -0- ON LINE 2 ABOVE?
IF NO, SKIP LINES 4 AND 5 AND GO TO LINE 6.
IF YES, ENTER YOUR STATE GENERAL SALES
TAX RATE, BUT OMIT PERCENTAGES. 6.2500
DIVIDE LINE 3 BY LINE 4. ENTER THE RESULT AS
A DECIMAL (ROUNDED TO AT LEAST THREE PLACES). .3200
DID YOU ENTER -0- ON LINE 2 ABOVE?
IF NO, MULTIPLY LINE 2 BY LINE 3.
IF YES, MULTIPLY LINE 1 BY LINE 5.
2,274.
728.
iA ADD LINE 1 AND LINE 6. 3,002.
iB
iC
PART-YEAR DAYS RATE.
MULTIPLY LINE 6A BY LINE 6B.
1. 000000
3,002.
ENTER YOUR
IF ANY.
GENERAL SALES TAXES PAID ON SPECIFIED ITEMS,
DEDUCTION FOR GENERAL SALES TAXES. ADD LINES 6C AND
ENTER THE RESULT HERE AND ON SCHEDULE A, LINE 5. BE
TO ENTER "ST" ON THE DOTTED LINE TO THE LEFT OF THE
ENTRY SPACE.
7.
SURE
3,002.
39 STATEMENT(S) 13
? n n ~ . n ~ n ? n PRRRY. ~ A M R ~ R. 630 1
JAME2 R. & M. ANITA PERR
SCHEDULE D CAPITAL LOSS CARRYOVER STATEMENT 14
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 AMOUNT.
6. ENTER THE GAIN, IF ANY, FROM SCHEDULE D,
LINE 15 .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. ..
7. ADD LINES 4 AND 6 .
8. SHORT-TERM CAPITAL LOSS CARRYOVER TO 2007.
SUBTRACT LINE 7 FROM LINE 5. IF ZERO OR LESS, ENTER -0- ...
9. ENTER THE LOSS FROM SCHEDULE D, LINE 15, AS A POSITIVE AMOUNT.
10. ENTER THE GAIN, IF ANY, FROM SCHEDULE D,
LINE 7 • • • . . • • • . • .
1l. SUBTRACT LINE 5 FROM LINE 4. IF ZERO OR LESS,
ENTER -0- . . . . . . . . .
12. ADD LINES 10 AND 11 . . . .
13. LONG-TERM CAPITAL LOSS CARRYOVER TO 2007.
SUBTRACT LINE 12 FROM LINE 9. IF ZERO OR LESS, ENTER -0­
189,218.
3,000.
192,218.
3,000.
11,686.
3,000.
8,686.
13,193.
13,193.
SCHEDULE E INCOME OR (LOSS) FROM ESTATES AND TRUSTS STATEMENT 15
NAME
EMPLOYER
ID NO.
PASSIVE
LOSS
PASSIVE
INCOME
NONPASSIVE
LOSS
NONPASSIVE
INCOME
REVOCABLE "BLIND"
TRUST STATE
A.GREEMENT FBO
NET INCOME FROM
DEPLETION
STATEMENT
:{EVOCABLE "BLIND"
rRUST AGREEMENT
PBO ANITA PERRY
74-6467584
74-6467584
03-6092780
o.
15,807.
45,795.
rOTALS TO SCHEDULE E, LINE 34 o. 15,807. 45,795.
40 STATEMENT(S) 14, 15
L4200411 786859 630 2006.05020 PERRY, JAMES R. 630 1
OMS No. 1545-1984
8903 Form
Domestic Production Activities Deduction
2006
Department of the Treasury Attachment
~ Attach to your tax return. ~ See separate instructions.
Sequence No. 143 Internal Revenue Service
I
Name(s) as shown on return
JAMES R. & M. ANITA PERRY
1 Domestic production gross receipts (DPGR) .
2 Allocable cost of goods sold. If you are using the small business Simplified
overall method, skip lines 2 and 3... .. .. I 2
3 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 3
4 If you are using the section 861 method, enter your pro rata share of deductions
and losses not definitely related to DPGR. All others, see instructions . 4
5 Add lines 2 through 4
6 Subtract line 5 from line 1
7 Qualified
If you are a .­
production
activities a Shareholder
income
b Partner
from pass·
through
entities:
c Beneficiary
Then enter the total qualified production activities income from h
Schedule 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
}
Schedule K-1 (Form 1041), box 14, code C
Identifying number
5
6
STATEMENT 22
8,269. 7
8 Qualified production activities income. Add lines 6 and 7. If zero or Jess, enter -0- here,
skip lines 9 through 15, and enter -0- on line 16 _. _.. _.... . .
...... ........ ......
9 Income limitation (see instructions):
• Individuals, estates, and trusts. Enter your adjusted gross income figured without the
domestic production activities deduction .......
• All others. Enter your taxable income figured without the domestic production
}
activities deduction (tax· exempt organizations, see instructions)
10 Enter the smaller of line 8 or line 9. If zero or less, enter -0- here, skip lines 11 through 15,
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 Shareholder
from pass·
b Partner
through
entities:
c Beneficiary
Then enter the total Form W2 wages from ..
Schedule K-1 (Form 1120S), box 12, code Q
Schedule K-1 (Form 1065), box 13, code U
Schedule K-1 (Form 1065-B), box 9, code S3
}
Schedule K·1 (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 Form
1099PATR, 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 on
Form 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 Act Notice, see separate instructions. Form 8903 (2006)
02-02-07
25
4200411 786859 630 2006.05020 PERRY, JAMES R. 630 1
1
Form 8283
Noncash Charitable Contributions
OMB. No. 1545-0908
(Rev December 2006)
Department of the Treasury
Internal Revenue Service
Attach to your tax return if you claimed a total deduction
of over $500 for all contributed property.
See separate instructions.
Attachment
Sequence No. 155
Name(s) shown on your income tax return Identifying number
JAMES R. & M. ANITA PERRY
Note. Figure the amount of your contribution deduction before completing this form. See your tax return instructions.
Section A. Donated Property of $5,000 or Less and Certain Publicly Traded Securities - List in this section only items (or groups of similar Hems) for which you
claimed a deduction of $5,000 or less. Also, list certain publicly traded securities even if the deduction is more than $5,000 (see instructions).
I Part I I Information on Donated Property - If you need more space, attach a statement.
(a) Name and address of the
donee organization
A
B
C
GOODWILL
AUSTIN TX
MARCH OF DIMES
lAUSTIN, TX
D
I

Note. If the amount YOU claimed as a deduction for an item is $500 or less YOU do not have to com
(c)Date of the
con(nbutlon
A VARIOUS
B 10/15/06
C
0
E
Dale acquired (e)How acqUired
,y'donor (mo. yr) by donor
VAR. !PURCHASE
VAR. PURCHASE
(f) Donor's cost or
ad usted baSIS
8 000.
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, ETC
PICTURE
lete columns (dl. (e). and (f).
(g)
2 630.
250.
(h) Method used to determine the fair
market value
rrHRIFT SHOP VALUE
rrHRIFT 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. Complete
lines 3a through 3c if conditions were placed on a contribution listed in Part I; also attach the required statement (see instructions).
2 a Enter the letter from Part I that identifies the property for which you gave less than an entire interest
If Part II applies to more than one property, attach a separate statement.
Total amount claimed as a deduction for the property listed in Part I: (1) For this tax year _
(2) For any prior tax years _
Name and address of each organization to which any such contribution was made in a prior year (complete only if different from the
donee organization above):
Name of charitable organization (donee)
Address (number, street, and room or suite no.)
Cilyor lown, stale, and ZIP code
d For tangible property, enter the place where the property is located or kept _
e Name of any person, other than the donee organization, having actual possession of the property
3 a Is there a restriction, either temporary or permanent, on the donee's right to use or dispose of the donated property?
b Did you give to anyone (other than the donee organization or another organization partiCipating with
tile donee organization in cooperative fundraising) the right to the income from the donated property or
to the possession of the property, including the right to vote donated securities, to acquire the
property by purchase or otilerwise, or to designate the person having such income, possession, or right
to acqu ire? ..
c Is tl18re arestriction limiting the donated property for aparticular use?
Yes No
--­
LHA For Paper.vork Reduction Act Notice, see separate instructions, rorm 8283 (Rev. 12-200G)
019931 01-05-07
.4200411 786859 630 2006.05020
26
PERRY, JAMES R. 630 1
Form 1116 u.s. and Foreign Source Income Summary
NAME
JAMES R. & M. ANITA PERRY
INCOME TYPE TOTAL
Compensation
Dividends/Distr ibutlons
Interest
Capital Gains
BusinesslProfession
RenVRoyalty
StatelLocal Refunds
Parlnership/S Corporation
TrusVEstate
Other Income
Gross Income
Less:
Section 911 Exclusion
Capital Losses
Capital Gains Tax Adjustment
Total Income - Form 1116
Deductions:
BusinesslProfession Expenses
RenVRoyalty Expenses
Parlnership/S Corporation Losses
TrustlEstate Losses
Capital Losses
Non-capital Losses
Individual Retirement Account
Moving Expenses
Self-employment Tax Deduction
Self-employment Health Insurance
Keogh Contributions
Alimony
Forfeited Interest
Foreign Housing Deduction
Other Adlustments
Capital Gains Tax Adjustment
Total Deductions
Adjusted Gross Income
Less Itemized Deductions:
Specifically Allocated
Home Mortgage Interest
Other Interest
Ratably Allocated
Total Adjustments to Adjusted Gross Income
Taxable Income Before Exemptions
103,709.
13,285.
198.
3,505.
8,269.
29,988.
69,567.
228,521.
228,521.
4,547.
551.
3,000.
4,586.
11,772.
24,456.
204,065.
4,543.
10,304.
14,847.
189,218.
U.S.
103,709.
13,285.
198.
3,505.
8,269.
29,988.
69,537.
228,491.
30.
30.
228,491. 30.
4,547.
551.
3,000.
4,586.
11,772.
24,456.
204,035. 30.
4,543.
10,303.
14,846.
189,189.
1.
1.
29.
627\;131
05-01-06
27
l4200411 786859 630 2006.05020 PERRY, JAMES R. 630 1
Form 1116 Allocation of Itemized Deductions
NAME
JAMES R. & M. ANITA PERRY
Itemized Deductions
After Sec. 68
Reduction
10 304.
4,543.
14 847.
14 847.
---_.
Form 1116 Total
I
Itemized
Deductions
Specifically U.S. Specifically Foreign Ratable
Taxes 11 047., 10,304. I
I
Interest - Not Including Investment
Interest
Contributions 4 87l. 4 543.
Miscellaneous Deductions
SUbject to 2%
other 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 ntal
nvestment Interest
p
ost Aug. 27 Contributions _. __
Casualty Losses
Gambling Losses _
Foreign Adjustment _
Totalltemized Deductions
~ 8 '
Total Allowed on Schedule A 4 543. 10 304.
627871
05-01-06
28
.4200411 786859 630 2006.05020 PERRY, JAMES R. 630 1
L
Form 1116 Foreign Tax Credit Carryover Statement (Page 1 of 2)
NAME
•• _
Foreign Income Category iii:isIVE INCOME
Regular
Foreign tax paid/accrued.
2. FTC carryback to 2006
for amended returns ..
3. Reduction allocated to excluded income
4. Foreign tax available
5. Maximum credit allowable
6. Unused foreign tax ( + )
or excess of limit ( - )
7. Foreign tax carryback
8. Foreign tax carryforward
9. Less treaty adjustment
10. Foreign tax or excess limit remaining
Total foreign taxes from all available years to be carried to next year
1. Foreign tax paid/accrued
2. FTC carryback to 2006
for amended returns ..
3. Reduction allocated to excluded income
4. Foreign tax available
5. Maximum credit allowable
6. Unused foreign tax ( + )
or excess of limit ( - )
7. Foreign tax carryback
8. Foreign tax carryforward
9. Less treaty adjustment
10. Foreign tax or excess limit remaining
2003 2004 2005 2006
9 .
9 .
6 •
3.
3 •
3 •
2000 2001 2002 1999
627915/08-09-06
29
L4200411 786859 630 2006.05020 PERRY, JAMES R. 630 1
Form 1116 Foreign Tax Credit Carryover Statement (Page 2 of 2)
NAME
__ --,&UMh. ••••_,"------_
Foreign Income Category INCOME
Alternative Minimum Tax
1. Foreign tax paid/accrued
2. FTC carryback to 2006
for amended returns.
3. Reduction allocated to excluded income
4. Foreign tax available
5. Maximum credit allowable
6. Unused foreign tax ( + )
or excess of limit ( - )
7. Foreign tax carryback
B. Foreign tax carryforward
9. Less treaty adjustment
10. Foreign tax or excess limit remaining
Total 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 income
4. Foreign tax available
5. Maximum credit allowable
6. Unused foreign tax ( + )
or excess of limit ( - )
7. Foreign tax carryback
B. Foreign tax carryforward
9. Less treaty adjustment
10. Foreign tax or excess limit remaining
1999 2000 2001 2002
627915/08-09·06
30
_4200411 786859 630 2006.05020 PERRY, JAMES R. 630 1
2006
JAMES R. & M. ANITA PERRY
I 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
i
l ~ . R . PERRY CO.
EEVOCABLE "BLIND" TRUST
2
l
STATE AGRE
Percentage
Depletion
1st Iteration
551.
15,807.
Limited
Allocation
Percentage
Ratio
Depletion
.033684 551.
. 9663161 15 , 807 .
Cost
Depletion
Percentage
Depletion Final
Iteration
551.
15,807.
Reallocation
Ratio
.033684
.966316
Allowable Depl.
after the
§5% LirTiitation
551.
15,807.
Excess
Percentage
Depl. Carryover
Total
16 . 358 .11 . 0000 001 16. 358 • 16.358.1 1. 000000 16.358.
525531/05-01-05
1
JAMES R. & M. ANITA PERF
FORM 1040 MISCELLANEOUS INCOME STATEMENT
DESCRIPTION AMOUNT
TEXAS ASSOCIATION AGAINST SEXUAL ASSAULT 63,333.
EDFINANCIAL SERVICES 334.
TOTAL TO FORM 1040, LINE 21 63,667.
["ORM 1040 IRA DISTRIBUTIONS STATEMENT
GROSS
~ A M E OF PAYER DISTRIBUTION TAXABLE AMOUNT
~ L I N NATIONAL BANK 5,900. 5,900.
rOTAL TO FORM 1040, LINE 15 5,900. 5,900.
32 STATEMENT(S) 1, 2
.4200411 786859 630 2006.05020 PERRY, JAMES R. 630 1
2
3
JAME2 R. & M. ANITA PERR
•
FORM 1040 SEP DEDUCTION STATEMENT
M. ANITA PERRY
1. PLAN CONTRIBUTION RATE OR SELF-EMPLOYED PERSON'S RATE .200000
2. NET EARNINGS FROM SCHEDULE C, SCHEDULE F, OR SCHEDULE K-1 63,333.
3. DEDUCTION FOR SELF-EMPLOYMENT TAX FROM 1040, LINE 27 ... 4,475.
4. SUBTRACT LINE 3 FROM LINE 2 . 58,858.
5. MULTIPLY LINE 4 TIMES LINE 1 . 11,772.
6. MULTIPLY $220,000 BY YOUR PLAN CONTRIBUTION RATE. ENTER
THE RESULT BUT NOT MORE THAN $44,000 . 44,000.
7. ENTER THE SMALLER OF LINE 5 OR LINE 6 . 11,772.
8. CONTRIBUTION DOLLAR LIMIT . 44,000.
*IF ANY ELECTIVE DEFERRALS WERE MADE, GO TO LINE 9.
*OTHERWISE, SKIP LINES 9 THROUGH 18 AND ENTER THE SMALLER
OF LINE 7 OR LINE 8 ON LINE 19.
9. ALLOWABLE ELECTIVE DEFERRALS
10. SUBTRACT LINE 9 FROM LINE 8
ll. SUBTRACT LINE 9 FROM LINE 4
12. ENTER ONE-HALF OF LINE 11 . . .
13. ENTER THE SMALLEST OF LINES 7, 10 OR 12
14. SUBTRACT LINE 13 FROM LINE 4 . . . .
15. 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.
16. SUBTRACT LINE 15 FROM LINE 14 . . . . .
17. CATCH-UP CONTRIBUTION (AGE 50 OR OLDER)
18 . ENTER THE SMALLER OF LINE 16 OR LINE 17
19 . ADD LINES 13, 15 AND 18. ENTER HERE AND ON LINE 28,
FORM 1040 . . . . . . . . . . 11,772.
33 STATEMENT(S) 3
L4200411 786859 630 2006.05020 PERRY, JAMES R. 630 1
4
JAMES R. & M. ANITA PERR
FORM 1040 STUDENT LOAN INTEREST DEDUCTION STATEMENT
1. ENTER THE TOTAL INTEREST PAID IN 2006
LOANS. DO NOT ENTER MORE THAN $2,500
ON QUALIFIED STUDENT
2,500.
2. ENTER THE AMOUNT FROM FORM 1040, LINE 22 .. 220,423.
3. ENTER THE TOTAL OF THE AMOUNTS FROM FORM 1040, LINES 23
THROUGH 32, LINE 34, AND ANY WRITE-IN ADJUSTMENTS YOU
ENTERED ON THE DOTTED LINE NEXT TO LINE 36 16,358.
4. SUBTRACT LINE 3 FROM LINE 2 204,065.
5. ENTER THE
* SINGLE,
* MARRIED
AMOUNT SHOWN BELOW FOR YOUR FILING STATUS.
HEAD OF HOUSEHOLD, OR QUALIFYING WIDOW(ER)-$50,OOO
FILING JOINTLY-$105,OOO . 105,000.
6. IS THE AMOUNT ON LINE 4 MORE THAN THE AMOUNT ON LINE 5?
[ ] NO. SKIP LINES 6 AND 7, ENTER -0­ ON LINE 8, AND GO
LINE 9
[X] YES. SUBTRACT LINE 5 FROM LINE 4 .
TO
99,065.
7. DIVIDE LINE 6 BY
ENTER THE RESULT
PLACES). IF THE
$15,000 ($30,000 IF MARRIED FILING JOINTLY).
AS A DECIMAL (ROUNDED TO AT LEAST THREE
RESULT IS 1.000 OR MORE, ENTER 1.000 1. 000
3 • MULTIPLY LINE 1 BY LINE 7 .... 2,500.
3. STUDENT
LINE 1.
LOAN INTEREST DEDUCTION. SUBTRACT
ENTER THE RESULT HERE AND ON FORM
LINE 8 FROM
1040, LINE 33 O.
",ORM 1040 WAGES RECEIVED AND TAXES WITHHELD STATEMENT
r
,
) EMPLOYER'S NAME
AMOUNT
PAID
FEDERAL
TAX
WITHHELD
STATE
TAX
WITHHELD
CITY
SDI
TAX W/H
FICA
TAX
MEDICARE
TAX
r
r
OFFICE OF THE
GOVERNOR
SPE CORPORATE
SERVICES, INC
103,320.
389.
13,781.
97.
5,840.
24.
1,598.
6.
rOTALS 103,709. 13,878. 5,864. 1,604.
34 STATEMENT(S) 4, 5
L4200411 786859 630 2006.05020 PERRY, JAMES R. 630 1
5
6
JAMES R. & M. ANITA PERR
FORM 1040 QUALIFIED DIVIDENDS STATEMENT
ORDINARY QUALIFIED
NAME OF PAYER DIVIDENDS DIVIDENDS
BANK OF NEW YORK
BPillK OF NEW YORK
FROM K-1 - REVOCABLE "BLIND" TRUST
STATE AGREEMENT FBO RICK PERRY DTD
9-13-9
3.
28.
12,935.
3 .
28.
7,804.
TOTAL INCLUDED IN FORM 1040, LINE 9B 7,835.
35 STATEMENT(S) 6
L4200411 786859 630 2006.05020 PERRY, JAMES R. 630 1
7
JAMES R. & M. ANITA PERR
FORM 1040 EXCESS SOCIAL SECURITY TAX WORKSHEET STATEMENT
TAXPAYER SPOUSE
1.
2.
3.
4.
5.
ADD ALL SOCIAL SECURITY TAX WITHHELD BUT NOT MORE
THAN $5,840.40 FOR EACH EMPLOYER (THIS TAX SHOULD
BE SHOWN IN BOX 4 OF YOUR W-2 FORMS). ENTER THE
TOTAL HERE . . . . . . . . . . . . . . . . . . . . .
ENTER ANY UNCOLLECTED SOCIAL SECURITY TAX ON TIPS OR
GROUP-TERM LIFE INSURANCE INCLUDED IN THE TOTAL ON
FORM 1040, LINE 63 . . ...
ADD LINES 1 AND 2
SOCIAL SECURITY TAX LIMIT
SUBTRACT LINE 4 FROM LINE 3. EXCESS SOCIAL SECURITY
TAX INCLUDED IN FORM 1040, LINE 67. . ....
5,864.
5,864.
5,840.
24.
FORM 1040 FEDERAL INCOME TAX WITHHELD STATEMENT
r
S DESCRIPTION AMOUNT
r OFFICE OF THE GOVERNOR 13,781­
r SPE CORPORATE SERVICES, INC 97.
J BANK OF NEW YORK 1­
S BANK OF NEW YORK 8 .
rOTAL TO FORM 1040, LINE 64 13,887.
3CHEDULE A MISCELLANEOUS DEDUCTIONS SUBJECT TO FLOOR STATEMENT 9
)ESCRIPTION AMOUNT
:"ROM K-1 - REVOCABLE
?ERRY DTD 9-13-9
"BLIND" TRUST STATE AGREEMENT FBO RICK
1,000.
rOTAL TO SCHEDULE A, LINE 22 1,000.
36 STATEMENT(S) 7, 8, 9
L4200411 786859 630 2006.05020 PERRY, JAMES R. 630 1
8
DepaJ1ment of the Treasury
Internal Revenue Service (99) ~ Attach to Form 1040. ~ See Instructions for Schedule SE (Form 1040).
SCHEDULE SE
(Form 1040)
Self-Employment Tax
OMS No. 1545-0074
2006
Name of person with self-employmf'nt income (as shown on Form 1040) Social security number of
person with self-employment
M. ANITA PERRY income ~
Who Must File Schedule SE
You must file Schedule SE if:
• You had net earnings from self·employment from other than church employee income (line 4 of Short Schedule SE or line 4c of Long Schedule SE)
of $400 or more, or
• You had church employee income of $108.28 or more. Income from services you performed as a minister or a member of a religious order
is not church employee income (see page SE·1).
Note. Even if you had a loss or a small amoun: of income from self·employment, it may be to your benefit to file Schedule SE and use either
"optional method" in Part II of Long Schedule SE (see page SE·3).
Exception. If your only self·employment income was from earnings as a minister, member of a religious order, or Christian Science practitioner and
you filed Form 4361 and received IRS approval not to be taxed on those earnings, do not file Schedule SE. Instead, write "Exempt-Form 4361" on
Form 1040, line 58.
May I Use Short Schedule SE or Must I Use Long Schedule SE?
Note. Use this flowchart only if you must file Schedule SE, if unsure, see Who Must file Schedule SE, above.
Did you receive wages or tips in 2006?
No
~ t
Are you a minister, member of a religious order, or Christian
Science practitioner who received IRS approval not to be taxed Yes
on earnings from these sources, but you owe self-employment
~
tax on other earnings?
+No
Are you using one of the optional methods to figure your net
earnings (see page SE-3)?
~
No
Old you receive church employee income reported on Form W-2
of $1 08.28 or more?
~
~ No
I
You may use Short Schedule SE Below
I
Yes
,,.
Was the total of your wages and tips subJect to social security
or railroad retirement tax plus your net earnings from self­ ~ ~
employment more than $94,200?
~ r No
.... No
Did you receive tips subject to social security or Medicare
tax 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 K·1
(Form 1065), box 14, code A
.......... .. ........... ... ................................. .. ..... ..... .....
2 Net profit or (loss) from Schedule C, line 31; Schedule C·EZ, line 3; Schedule K-1 (Form 1065), box 14, code A
(other than farming); and Schedule K-1 (Form 1065-8), box 9, code J1. Ministers and members of religious
orders, see page SE·1 for amounts to report on this line. See page SE·3 for other income to report
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 not
file this schedule; you do not owe self-employment tax ~ ................
5 Self-employment tax. If the amount on line 4 is:
•
$94,200 or less, multiply line 4 by 15.3% (.153). Enter the result here and on
Form 1040, line 58.
.....................
}
•
More than $94,200, multiply line 4 by 2.9% (.029). Then, add $11,680.80 to the result.
Enter the total here and on Form 1040, line 58.
6 Deduction for one-half of self-employment tax. Multiply line 5 by 50% (.5).
Enter the result here and on Form 1040, line 27 .
I 6 I 4 475.
LHA For Paperwork Reduction Act Notice, see Form 1040 instructions.
624501
10-24-06
19
14200411 786859 630 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
Schedule SE (Form 1040) 2006 Attat:nment Sequence Nc. 17 Page 2
Name of person with self-employment income (as shown on Form 1040)
JAMES R. PERRY
Social security number of
person with self-employment
income ...
Section B - Long Schedule SE
I Part I Self-Employment Tax I
Note. If your only income subject to self-employment tax is church employee income, skip lines 1 through 4b. Enter -0- on line 4c and go to
line 5a. Income from services you performed as a minister or a member of a religious order is not church employee income. See page SE-1.
A If you are a minister, member of a religious order, or Christian Science practitioner and you filed Form 4361, but you had $400 or
more of other net earnings from self-employment check here and continue with Part I __ .. . _..
1 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 Schedule 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 religious
orders, see page SE-1 for amounts to report on this line. See page SE-3 for other income to report_
Note. Skip this line if you use the nonfarm optional method (see page SEA) _.. S.EE .. 2 8 269.
3 8 269. 3 Combine lines 1 and 2 .. .
7 636. 4 a If line 3 is more than zero, multiply line 3 by 92.35% (.9235). Otherwise, enter amount from line 3 ... 4a
4b
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
5 a Enter your church employee income from Form W-2. See page SE-1 I
for 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 .
94,200.00
8 a Total social security wages and tips (total of boxes 3 and 7 on Form(s)
W-2) and railroad retirement (tier 1) compensation. If $94,200 or more, skip
lines 8b through 10, and go to line 11 .
7
94.589. 8a
b Unreported tips subject to social security tax (from Form 4137, line 9) 8b
c 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 . 9
10 Multiply the smaller of line 6 or line 9 by 12.4% (.124) . . . 10
11 Multiply line 6 by 2.9% (.029) . 221. 11
221. 12 Self-employment tax. Add lines 10 and 11. Enter here and on Form 1040, line 58 . 12
13 Deduction for one-half of self-employment tax. Multiply line 12 by
50% (.5). Enter the result here and on Form 1040, line 27 .
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 code A; and
Seh. 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_00
15 Enter the smaller of: two-thirds (2/3) of gross farm income 1 (not less than zero) or $1,600. Also include
this amount on line 4b above
15
Nonfarm Optional Method. You may use this method only if (a) your net nonfarm profits 3 were less than $1,733 and
also less than 72.189% of your gross nonfarm and (b) you had net earnings from self-employment of at
least $400 in 2 of the prior 3 years.
Caution. You may use this method no more than five times.
16 Subtract line 15 from line 14
......... .................................. ................ ...... ............ ......... ....... 16
17 Enter the smaller of: two-thirds (2/3) of gross nonfarm income 4 (not less than zero) or the amount on
line 16. Also include this amount on line 4b above
........................ ...... . . . . . . . . . . . .. ..... ... ....... ..... -........
17
1 From Seh. F, line 11, and Seh. K-1 (Form 1065), box code B.
2 From Seh. F, line 36, and Seh_ K-1 (Form 1065), box code A.
4 From Seh. C, line 7; Seh_ C-EZ, line 1; Seh. K-1 (Forni 10G5), box code C; and
Seh. K-1 (Form 1065-G), box 9, code J2.
624502
Schedule SE (Form 1040) 2006
10-24-06
20
_4200411 786859 630 2006.05020 PERRY, JAMES R. 630 1
Form 1116
Depanment of the Treasury
Internal Revenue Service (99)
Foreign Tax Credit
(Individual, Estate, or Trust)
~ Attach to Form 1040, 1040NR, 1041, or 99O-T.
OMS No. 1545-0121
2006
Name
JAMES R. & M. ANITA PERRY
Identifying 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 distributions
b D High withholding tax interest e D Dividends from a DISC or former DISC Section 901(j) Income
D Financial services income f D Certain distributions from a foreign sales Certain income re-sourced by treaty
corporation (FSC) or former FSC
General limitation Income
k Resident of (name of country) ~ UNITED STATES
Note: If you paid taxes to only one foreign country or U.S. possession, use column A in Part I and line A in Part II. If you paid taxes to more than one
foreign country or U.S. possession, use a separate column and line for each country or possession.
I Part I [iaxable Income or Loss From Sources Outside the United States (for Category Checked Above)
I
Foreic n Country or U.S. Possession Total
A B C (Add cols. A B and C.)
I Enter the name of the foreign country or U.S. OTHER
possession ~ 00UNTRIES
1a Gross income from sources within country shown above
and of the type checked above:
30. 1a
b Check if line 1a is compensation for personal services as
an employee, your total compensation from all sources is
$250,000 or more, and you used an alternative basis to
determine its source (see instructions)
...... ~ CI
Deductions and losses (Caution: See pages 13 and 14
of the instructions):
2 Expenses definitely related to the income on line 1a
(attach statement)
3 Pro rata share of other deductions not definitely related:
a Certain itemized deductions or standard deduction 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 .000131
g 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 sources
6 Add lines 2, 30, 4a, 4b, and 5 1. 6
7 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 Accrued
Credit is claimed
Foreign taxes paid or accrued
lor taxe s
In foreign currency In U.S. dollars
(you must
>.
check one)
{w)Other
...
(s) Other
§ (m) OOpald
Taxes withheld at source on:
foreign
Taxes withheld at source on: foreign
8 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
accrued
A VARIOUS 9 .
B
-
C
8 Add lines Athrougll C, column (x). Enter the tot3111ere and all line 9, page 2 .........
30.
1.
29.
(x) Total foreign
taxes paid or
accrued {add cols.
(t) through (w))
9 .
-
-
9.
LHA For Paperwork Reduction Act Notice, see separate instructions. Form 1116 (2006)
611501
12-02-06
21
L4200411 786859 630 2006.05020 PERRY, JAMES R. 630
8
1
I
agc­ :....:Fo:.:..:rm.:..:....;..11:...;.1.:..6'-.:(2.:..00:..:6.!....) """""_p--: e_2
I Part III Figuring the Credit
9 Enter the amount from Ime 8. These are your total foreign taxes paid or accrued
for the category of mcome checked above Part I 9 • 9
10 Carryback or carryover (attach detailed computation) 10
11 Add lines 9 and 10 9 . 11
12 Reduction in foreign taxes 12
9 . 13 Subtract line 12 from line 11. This is the total amount of foreign taxes available for credit 13
14 Enter the amount from line 7. This is your taxable income or (loss) from sources outside the
United States (before adjustments) for the category of income checked above Part I 29. 14
15 Adjustments to Ime 14 15
16 Combine the amounts on Imes 14 and 15. This is your net foreign source taxable income.
(If the result is zero or less, you have no foreign tax credit for the category of income
you checked above Part I. Skip lines 17 through 21. However, if you are filing more than
one Form 1116, you must complete line 19.) . 29.
17 Individuals: Enter the amount from Form 1040, Ime 41 (minus any amount on Form 8914,
line 6). If you are a nonresident alien, enter the amount from Form 1040NR, line 38 (minus
any amount on Form 8914, Ime 6). Estates and trusts: Enter your taxable income without
the deduction for your exemption SEE STATEM:ENT 18 17 184 741.
Caution: If you figured your tax using the lower rates on qualified dividends or capital gains, see instructions.
18 Divide line 16 by line 17. If line 16 is more than line 17, enter "1" 1-1""'8"+- ----".'--'°"'--"'°__'°'-'1=5'--"--7
19 Individuals: Enter the amount from Form 1040, Ime 44. If you are anonresident alien, enter the amount from
Form 1040NR, line 41.
Estates and trusts: Enter the amount from Form 1041, Schedule G, line 1a, or the total of Form 990-T,
Ii nes 36 and 37 1-1.:..:o9'-t-
Caution: If you are completing line 19 for separate category g(lump-sum distributions), see pg. 18 of the instructions.
20 Multiply line 19 by line 18 (maximum amount of credit) f-'20=--t- -"6--"-.
21 Enter the smaller of line 13 or line 20. If this is the only Form 1116 you are filing, skip lines 22 through 30 and enter this
amount on line 31. Otherwise, complete the appropriate line in Part IV 21 6.
I Part IV I Summary of Credits From Separate Parts III
22 Credit for taxes on passive income
23 Credit for taxes on high withholding tax interest
24 Credit for taxes on financial services income
25 Credit for taxes on shipping income
26 Credit for taxes on dividends from a DISC or former DISC and certain
distributions from aFSC or former FSC
27 Credit for taxes on lump-sum distributions
28 Credit for taxes on ccrtain income re-sourced by treaty.
29 Credit for taxes on general limitation income
30 Add lines 22 through 29
31 Entel the smaller of line 19 or line 30
32 Reduction of credit for international boycott operations
33 Subtract line 32 rrornline 31. This is your foreign tax credit. Entcr here and on Form 1040, line 47;
FOim 1040NR, linc 44; Form 1041, Schedule G, line 2a; or Form 990-T, '10a
22
30
23
24
25
26
27
28
29
31 6 •
32
33 6 •
Form 111 G (2006)
611511
12-02-06
22
14200411 786859 630 2006.05020 PERRY, R. 630 1
OMS No 1545-0121
ALTERNATIVE MINIMUM TAX
1116 Form Foreign Tax Credit
2006
(Individual, Estate, or Trust)
Department of the Treasury
Internal Revenue Service (99) Attach to Form 1040, 1040NR, 1041, or 9oo-T.
Name Identifying number as shown on page 1 of your tax return
JAMES R. & M. ANITA PERRY
Use a separate Form 1116 for each category of income listed below. See Categories of Income on page 3 or the instructions. Check only one box on each Form 1116.
Report all amounts in U.S. dollars except where specified in Part II below.
a [X] Passive income d D Shipping Income Lump-sum distributions
D High withholding tax interest e D Dividends from aDISC or former DISC Section 901(j) income
D Financial services income t D Certain distributions from a foreign sales Certain income re-sourced by treaty
corporation (FSC) or former FSC
General limitation income
k Resident of (name of country) UNITED STATES
Note: If you paid taxes to only one foreign country or U.S. possession, use column A in Part I and line A in Part II. If you paid taxes to more than one
foreign country or U.S_ possession, use a separate column and line for each country or possession.
I Part I I Taxable Income or Loss From Sources Outside the United States (for Category Checked Above)
I
1a
Enter the name of the foreign country or U.S.
possession
Gross income from sources within country shown above
and of the type checked above:
b Check if line 1a is compensation for personal services as
an employee, your total compensation from all sources IS
$250,000 or more, and you used an alternative basis to
determine its source (see instructions)

Deductions and losses (Caution: See pages 13 and 14
of the instructions):
2 Expenses definitely related to the income on line 1a
(attach statement)
3 Pro rata share of other deductions not definitely related:
a Certain itemized deductions or standard deduction
b Other deductions (attach statement)
c Add lines 3a and 3b
d Gross foreign source Income
e Gross income from all sources
f Divide line 3d by line 3e
g Multiply line 3c by line 3f
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 sources
6 Add lines 2, 30, 4a, 4b, and 5
7 Subtract line 6 from line 1a. Enter the result here and on line 14 Daoe 2
I Part II I Foreign Taxes Paid or Accrued
Foreic n Countrv or U.S. Possession Total
A B C (Add cols. A Band C.l
OTHER
COUNTRIES
30. 1a 30.
30.
228 521.
.000131
6
" 7 30.
Cred it is claimed
Foreign taxes paid or accrued
for taxes
In foreign currency In U.S. dollars
(you must
>.
check one)
(w)Other (x) Total foreign
L.
(s) Other
§ (m) [Xl Paid
Taxes witrlheld at source on:
foreign
Taxes withheld at source on: foreign taxes paid or
8 JI!l D Accrued
taxes paid or taxes paid or accrued (add cols.
(0) (p) Dividends (q) (r) Interest
accrued
(t) DIvidends
(u) (V) Inlerest
accrued (t) !tHough (w))
A VARIOUS 9 . 9 .
B
I
d i
I
J_
J
8 Add lines A through C, column (XI. Enter the total here and on line g, 2
B I 9.
-
LHA For Paperwork Reduction Act Notice, see separate instructions. Fcnn 1116 (2005)
511501
12-02-05
23
L4200411 786859 630 2006.05020 PERRY, JAMES R. 630 1
ALTERNATIVE MINIMUM TAX
,-,Fo",-,rm",--,-1.:...;11..:..13-'.:(2:..:,.OO:....:6.!-)---'J"-'AM:.====E""S'------"-R-'-','------.:&"'-----"'-'M:..-'.,'------"-&-'=-'-IJI=--=-T=..:A'------"P'--'E='.-'R:.-"R"-'--"-Y
i Part III i Figuring the Credit
9 Enter the amount from line 8. These are your total foreign taxes paid or accrued
for the category of Income checked above Part I
10 Carryback or carryover (attach detailed computation)
11 Add lines 9 and 10
12 Reduction in foreign taxes
13
14
Subtract line 12 from line 11. This IS the total amount of foreign taxes available for credit
Enter the amount from line 7. This is your taxable income or (loss) from sources outside the
United States (before adjustments) for the category of income checked above Part I
15
16
Adjustments to line ..
Combine the amounts on lines and 15. This is your net foreign source taxable income.
(If the result is zero or less, you have no foreign tax credit for the category of income
you checked above Part I. Skip lines 17 through 21. However, if you are filing more than
one Form 1116, you must complete line 19.) .
. ......
17 Individuals: Enter the amount from Form line 1(minus any amount on Form 89H,
line 6). If you are a nonresident alien, enter the amount from Form line 38 (minus
any amount on Form line 6). Estates and trusts: Enter your taxable income without
the deduction for your exemption
............. SEES':I'ATEMENT.l.9
----'_ Page 2
9
10
11
12
9 .
9 .
13 9 •
30. 14
15
1161 30.
195 556. 17
Caution: If you figured your tax using the lower rates on qualified dividends or capital gains, see instructions.
18 Divide line 16 by line 17.lf line 161s more than line 17, enter '1" .. 18 .000153
19 Individuals: Enter the amount from Form line If you are a nonresident alien, enter the amount from
Form line H
Estates and trusts: Enter the amount tram Form 1, Schedule G, line 1a, or fhe total of Form 990-T,
lines 36 and 37 37 863. 19
Caution: If you are completing line 19 for separate category g(lump-sum distributions), see pg. 18 of the instructions.
20 Multiply line 19 by line 18 (maximum amount of credit) 20 6 .
21 Enter the smaller of line 13 or line 20. If this is the only Form 1116 you are filing, skip lines 22 through 30 and enter this
amount on line 31. Otherwise, complete the appropriate line In Part IV
6 . 21
IPartlVI Summary of Credits From Separate Parts III
22 Credit for taxes on passive income
23 Credit for taxes on high withholding tax interest
24 Credit for taxes on financial services income
25 Credit for taxes on shipping income .
26 Credit for taxes on dividends from a DISC or former DISC and certain
distributions from aFSC or former FSC
27 Credit for taxes on lump-sum distributions ..
28 Credit for taxes on certain income re-sourced by treaty ..
29 Credit for taxes on general limitation income
30 Add lines 22 through 29 .
31 Enter the smaller of line 19 or line 30
32 Reduction of credit for international boycott operations
33 Subtract line 32 from line 31. This is your foreign tax credit. Enter here and on Form line
Form line ·14; Form 10H Schedulc G, line 2a; or Form 990-T, lillC 40a

Form 1116 (2006)
25
26
27
28
29
22
23
24
I
30
31 6 .
32
-­
33
6 "
611311
12-02-06
24
_4200411 786859 630 2006.05020 PERRY, JAMES R. 630 1
Identifying number
Name(s) shown on return
JAMES R. & M. ANITA PERRY
I Part I I 2006 Passive Activity Loss Caution: Complete Worksheets 1, 2, and 3 on page 2 before completing Part I.
8582 Form
8epanmenl of the Treasury
lntemai Revenue Service (99)
OMS No. 1545-1008
Passive Activity Loss Limitations
2006
­
See separate instructions.
Attach to Form 1040 or Form 1041.
88
Rental Real Estate Activities With Active Participation (For the aefrnition of active participation see
Special Allowance for Rental Real Estate Activities on page 3 of the instructions.)
1a Activities with net income (enter the amount from Workshee: 1,
1a I column (a)) ...... .......
b Activities with net loss (enter the amount from Worksheet 1,
I
column (b)) ............... ............
4
c Prior years unallowed losses (enter the amount from Worksheet
1, column (c)) ................ .... . ... .. . . .. . .............. 1c i
d Combine lines 1a 1band 1c .. 1d
Commercial Revitalization Deductions From Rental Real Estate Activities
2a Commercial revitalization deductions from Worksheet 2, column (a) . 2a
b Prior year unallowed commercial revitalization deductions from
Worksheet 2, column (b)
...... ............... ............ . ............
2b
c Add lines 2a and 2b ....... 2c
All Other Passive Activities
3a Activities with net income (enter the amount from Worksheet 3,
e
column (a)) ............ ...........
722.
b Activities with net loss (enter the amount from Worksheet 3,
column (b)) _....... . .......
3b
c Prior years unallowed losses (enter the amount from Worksheet 3,
W column (c)) ........................................... . ..
d Combine lines 3a 3b and 3c .. 3d 3 722.
4 Combine lines 1d, 2c, and 3d. If the result is net income or zero, all losses are allowed, including any prior year
unallowed losses entered on line 1c, 2b, or 3c. Do not complete Form 8582. Report the losses on the forms and
schedules normally used

3,722 •
.......... .......... ..........
If line 4 is a loss and: • Line 1d is a loss, go to Part II.
• Line 2c is a loss (and line 1d is zero or more), skip Part II and go to Part III.
• Line 3d is a loss (and lines 1d and 2c are zero or more), skip Parts II and III and go to line 15.
Caution: If your filing status is married filing separately and you lived with your spouse at any time during the year, do not complete
Part /I or Part /II. Instead, go to line 15.
LEili!.!!J Special Allowance for Rental Real Estate Activities With Active Participation
Note: Enter a/l numbers in Part /I as positive amounts. See page 8 of the instructions for an example.
Enter the smaller of the loss on line 1d or the loss on line 4
6 Enter $150,000. If married filing separately, see the instructions 6
7 Enter modified adjusted gross income, but not less than zero (see the instr.) 7
5
...
...
Note: If line 7 is greater than or equal to line 6, skip lines 8 and
9, enter-O- on line 10. Otherwise, go to line 8.
8 ............. 8
Subtract line 7 from line 6
9 Multiply line 8 by 50% (.5). Do not enter more than $25,000. If married filing separately, see the instructions .. 9
Part III Special Allowance for Commercial Revitalization Deductions From Rental Real Estate Activities
Note: Enter a/l numbers in Part /II as positive amounts. See the example for Part /I on page 8 of the instructions.
Enter the smaller of line 5 or line 9
If line 2c is a loss 0 to Part III. Otherwise 0 to line 15.
10
......
10
5
11 Enter $25,000 reduced by the amount, if any, on line 10. If married filing separately, see instructions 11 2..
12 Enter the loss from line 4 . . 12 _
13 Reduce line 12 by the amount on line 10 13 _
14 Enter the smallest of line 2c treated as a ositive amount line 11 or line 13.. 14
Part IV Total Losses Allowed -----­
15 Add the income, if any, on lines 1a and 30. and enter the total. --------·------.-1-.1:Jt - ­
16 Total losses 8110wed from all passive <lctivities for 2C',{)6. ,4.dd lines 10,14, and 15. See the II1-"-6 -.--­
to find out how to report the losses on your tax return ... SEE .BTATEMEN'J-:"c...:2=...=1,--,,--, _
LHA 619761/10-17-06 For Paperwork Reduction Act Notice, see separate instructions. Form 8582 (2006)
24.1
14200411 786859 630 2006.05020 PERRY, JAMES R. 630 1
'-' Pane 2
Caution: The worksheets must be filed with your tax return. Keep a copy for your records.
Worksheet 1 - For Form 8582 Lines 1a , 1band 1c (See instructions) , ,
Current year Prior years
I
Overall gain or loss
Name of activity
(a) Net income (b) Net loss (c) Unallowed
(d) Gain (e) Loss
(line 1a) (line 1b) loss (line 1c)
Total. Enter on Form 8582, lines 1a,
1b, and 1c

, Worksheet 2 - For Form 8582 Lines 2a and 2b (See instructions)
Name of activity
(a) Current year
deductions (line 2a)
(b) Prior year
unallowed deductions (line 2b)
(c) Overall loss
Total. Enter on Form 8582, lines 2a
and 2b
Worksheet 3 - For Form 8582 Lines 3a , 3b, ,
Name of activity
and 3c (See instructions)
Current year
Total. Enter on Form 8582, lines 3a,
3b, and 3c
(a) Net income
(line 3a)
SEE ATTAC!RED
3 722.
Prior years
(b) Net loss (c) Unallowed
(line3b) loss (line 3c)
lENT FOR we
Overall gain or loss
(d) Gain (e) Loss
tRKSHEET 3
Worksheet 4 - Use thiS worksheet If an amount IS shown on Form 8582 , Ime 10 or 14 (See instructions)
Name of activity
Form or schedule
and line number
to be reported on
(see instructions)
(a) Loss (b) Ratio
(c) Special
allowance
(d) Subtract
column (c)
from column (a)
Total
Worksheet 5 - AllocatIOn of Unallowed Losses (See instructions)
Name of activity
Total
- 'u
Form or schedule
and line number
to be reported on
(see instructions)
(a) Loss (b) Ratio (c) Unallowed loss

-
619762 10-17-06 Form 8582 (2006)
24.2
_4200411 786859 630 2006.05020 PERRY, JAMES R. 630 1