Fr Presldentlal Electlon "--_l F'F:RRY .lOMBNo sre I Your soc??l s?ourJ{y nu?nber JAMESR&MANTTA BOX 9?7 HASNELL OOf: TX S?ngle 7?57.1 ft s For P.ivacyAct?nd PapEURrwork Ae- duction Act Notice. s?s tnstructions. Do you want $1 to go to lhis fund? If spousg wanl $1 to oo to this tund? F?ling Status check only ono box, 2 J [4a??ed ?ling Jo?nt return (even ?f only one had ?ncome) 4 l?ling separate return. Enter spouse's SSN above and full name here, Head of household (!,vith qual?tying person), lf the qualily?ng person ?s your child not youl depEURndent, EURnler child's nam? here. spouso d?ed > 19 Exempllons (See Spouse lnstuctions on page 7.) (r)Nam? (rirst, ihltlal, and lastnamo) r > l-J t?l lf more lhan seven dependenls, use attachn?e nt. d llyourch?lddldn'tlivrwithyo?butlscl?idEURd?siourd.pond6ntundor?pro-lsssaoreem?nt,chockh6.6 Total number of gxem?tlons cla?rnEURd Wages, salaries, t?ps, elc, (anach Form(s) W-2) n tr fl 540, lncome copy B of I P?ease attach ? your .,? Forrns W-2, W-2G, and W-2P Taxable ?nterest lncorne Iax-exempt lnterest Div?dgnd ?ncomg incoms . ... .. . I 9 here. 1l 12 of lnstructions page 6 L I have 13 a W-2, see 14 lf you do not ,*"" n$r$X .P[t{Bl,!91) Alimony recEURived . . .iti . .-t . pR?PAssqD. r.^. Bus?ness tncome or (loss) (atrach schedute c) . .i. . . .'IEFF GR.F[| rarab?e rsrunds ot state ano roc? ?ncome ?. . 282. 15 16a 17 :il,i?:fl i :i,',:l::li"?ili"?"#'."? : . : : ;.",i,11u,*?iffi'i o: g0 Psnsions, IAA dist.l?ulions, and annu?lirs (i?cludlng roltov?r ?f : 026 -> b Taxable amount, any . t8 19 Rents,royalt?es,pannerships,EURslates,trusls,etc.(attachScheduleE),....,.. Farm ?ncome or (loss) (attach Schedule ? b Taxabls amount, lfany.. , other lnc DfR FEES-HNB Please attach check 20a 21 or r?ney order herg, 400. Add the amounts in l?nes 7, I and lO throuoh 21. Your tot?l lncom? Reimbursed employsEUR busjness ?xpensEURs from Form 2106 . 45 22 AdJuslments 24a 25 26 27 2A Your IRA deduct?on lo lncome (See b Spouse's IRA dsduction .,.. , . lnstuctions on page 12.) Self-employed health insurance deduction Keogh ret?rEURmsnt plan and self-employEURd SEP doductlon Penally on early w?thdrawal ol sav?ngs. Alimony paid (recip?ent's and social secur?ty no 28. These are vouf lotal narnEUR_ lhe TAX MACHINE - AMI JAMES 1 R. & M. ANTTA PERRY Tax 32a check Computatlon Amount from l?nEUR 30 (adjustod gross ?ncome) . , . , . . ?fr D You wsre 6s or el?n?; E SpousEUR was 65 or Blind, Add the number gf boxgs checked and ente? the total . 32a 'b lf you can be claimed as a dependent on anoth?r pEURrson's r?turn, check herEUR > c ll you afe ma?rEURd l?ltng a sepafate feturn and yourspouse ?temizes deductions, over I here, over ? oiyouaroadual-stat?saliein,seepagelSan'dche.ikhere....:-.-,-.-:-.' 32b I >32c E 620. -l box on lin?' 324, b, or c lf vou ct?ecked anv and Cautlon: vou ?.1? Itemlzed deductlons. lf you don't itemize, enter zero. ll you do itemiz?, attach Schedule A, enter the amounl from Schedule A, llne 26, ?ND sk?p lin? 33b <- b Standard deductlon. 34 35 '?"o,?'1".."" Llt:^gJ?{ 36 lo enter on l?no ?f Cautlon doesn't fslnote or Head of household. entor apply and vour frlinq Mariied f?linq iointlv o. Qualitu?nq widowter). ?nter $3.760 lslalus from page 1 r-s: LN4arried lil?n? bepaiately, EURnt?r $1,980 Subtract l?ne 33a or 33b, wh?chev?r ?pplies, from line 31. Enter thEUR result here Multipiy $1,900 by the total numb?r of exempt?ons claimed on line 6e or see chart on page I $2.s4o ' I .16 , 33b. g7 38 Taxablo lhcomEUR. Subtract llnEUR 35 lrom lin? 34, Enter the result (bul nol less than zoro) . Cautlon: lf under age 14 and you havEUR more lhan $1,OOO ol lnvestment lncome, check Enter tax. Check ?f from E Tax Table, E Tax Rate Schedules, ? Schedute D Add?t?onal laxes. Check ?f or 0 >D Form 861 from D Fom 4g7o or E Form 4922 lines 37 and 38. Enter lhe tot?-l Cred?t for child and depend6nt care ?xpensEURs C?edlts lSes on page 14.) lnstruc?ons 4'l 42 43 CrEURdit for thEUR EURld?rly/pEURrman?n|y and totalty d?sabt?d , Add lines 40 and 41. Enter the total . 44 45 46 47 48 49 50 51 Subtract l?n? 42 from l?ns 39. Enter lhe r?sull (but not less than zero) Fore?gn lax cred?t (attach Form 1116) General business cred?t. Check if ?Form ?goo. DForm gqog. ,,,. . E Form 5884, O Form 6478, fl Form ozos, or . tr Fom ss86l 45 | Add l?nes 44 and 45. Enter lhe total Subtract lin? 46 from lin? ? not less lhan Other Tax?s (lncludinq Adv?nc? E?C Payn?enlrs) Self-employment tex (attach Schedute SE) AlternativEUR min?mum tax (attach Form 625l) Tax from recaptur? of lnvestment credit (attach Form 4255). Soc?al secur?ty tax on tjp income not reported to EURmployer (attach Form 4134 Tax on ret?rement plans (attach Form 5329) . . . .. 53 Payments Attach Forms and W-2P to lront. Add 52, Th?s ?s vour total tax 55 56 Federal income tax w?thheld (lncluding tax shown on .1099(s)) 1987 estimated tax paymEURnts and amount applied from 1996 Earned ?ncome crEURdit Amount pa?d w?th Form 4868 Excess social secur?ty lax and RRTA lax w?thheld . . . . , Credit for Fedor?l tax on gasoline and spec?alfuets (attach 4 Rsgulated investrnent company credit (attach Form 24gg) . 6.893. , w-2.w-2G. 57 58 59 60 61 . Add lines 54 Refund o? Amount You Owe 62 63 64 65 lll?ne6't?s|argerthanl?ne53,entefafi?untovERPAlD.> Arnount of l?ne 62 to bEUR REFUNDEO TO YOU . . . . . Amount ol line 6210 be appl?ed 1o your 198s estimatsd lax . I 64 lf line 53 ls larger than line 61, enter AMOUT?T yOU OWE. Attach c?rect or nrone,v order lor full arnount payable to.'lntetnal Revenug Servlce.'Write your soclaj secur?ty numbEURr,'daytimg phone number and'1987 Form 1O4O'on it > lX f Form 2210 (2210? ls attached. are Vour total 286. > P?ease Sign Here \ Undsr pEUR??lti?s of p64u.y, ldscl?ro ih?t I h?vs sx?h?n6d lh?s rsrurn ?nd accomp??ying schEURdurss and sratsmEURnts, ??d to th? bEURsr of my know?EURds6 and bur?6t, thsy ?16 ?u6, cotrEURct, and complst?, ??cl?.?lior ol prsparsr (oth6? th?n i?xr;ay;4 ?s baEsd on ?ll?nforh?ilo; of which preparer h'as any rno;wrodge, I o*" r '""'?"???"? nrp. REGTSTERED NURSE Pald Prepareds Use Only yo?r.s, lf s6lf-EURnptoyod) ?nd ?dd.oss ) oo *Plus interest of $123 and penalty of ?72 for total of $3,85I ?-^ o_ t E.... 76380 Schedule A (Form 1040) Deparlh?nt ol th? Troasury Name(s) ?s s Schedule A -- ltemized Deductions OMB No. 1545-oo74 > Attach to Form 1040. > See lnslructlons lor how? on Fo.m 1040 ,f?_t{ES R. & M. Med?cal and Prescr?ption drugs, insul?n, doctors, dentists, nurses, hosp?tals, Dent?l E-xpEURnse9 lnsuranc? premiums you paid for rnEURdlcal and dEURnt?l carEUR, etc. lnclude b Transpo(at?on and lodging expenses c Other >GI?SSES (Do not relmbursed or lSeEUR pald by others.) on page 21,) lnsructons 2 Add 3 4 Taxes You Pald r?nes la through rc, an? ?nrei Mult?ply the amount on Form 104o, l?nEUR31, by 7,S%(.o7s) Subtract lino 3 from line 2. lf zero or t?e?o??;*" .:lll:l. . l: and dent?l 5 6 State and local ?ncome laxes. Real estate taxes Other taxEURs > on page 22,) l?itir ct?o ns PERSONAL PROPERTY on lines 5 7. EntEURr tho tol?l h?r?.Tot?l tax?s lnterest You Pald after 8/16/86 and at any timEUR in 1987 the total of all your mortgage dobts was more than what you pa?d for your home plus ?mprovemonts, attach Form 8598 and check herEUR . , . ,>E . lSe6 on pagEUR 22.) fnstruc?ons 9a Deductjble homs n?rlgage ?nterest you pajd to f?nanclal lnst?tut?ons b Deduct?ble home mortgage ?nterest you paid to lnd?viduals > 10 11 12 Deductible points DeductiblEUR lnvestmEURnt ?nterEURst Personal ?nterest you paid a b llG_;_ _l-"_t_ _ _ _ _ _ _t _. t, Contrlbutlons You Mads lSe? lnstruc?ons on page 23.) 13 Add the amounls on lines 9a throudh a Cash contr?bulions less than $3,ClOo. b Mult?ply the amount on line 12a by 65% (.65). Enter thEUR result 11. and i2b. Ent?r th? t?tel I?l"-'L ----- - any ons Cash contr?but?ons totaling g3,Ooo or more to - - - - organlzation > - -{{- :- : :t]: : :- _- : 15 16 17 Other than cash. (You must atach Form 8283 if over g5oo.) Carryover from prior year . . ... . Add the amor-?nrs or theft 16, Enter the total here.Total contribulions Form 3903 or r,6J-2. Mlscellaneous Deductlons Sublect to 2% AGI LJmlt 20 21 Unreimbursed employeo business expenses (anach Form 2106) Olher expenses > lnsruc ons on pags 24.) Other Mlscollaneous Doductlong Total ltemlz?d lSo? 22 23 Add lh? arnounts on l?nes zo and 21. Mulliply the amount on Form .tO4O, line 31, by 2% (.o2). Enter the rEURsult here ent*rr,"-fo?llllllll. 24 subrract 22, Enler thEUR result lbut not less than M?scellaneous deduct?ons not subject to 2% AGI l?mit 26 Deductlons Add rhe arf?ounts on l?nes 4.9, 13. 17. ig. 19.24. and 25. Enterthe total h?re and on Form 1040. llne 33a For Paperwork Reductlon Act Notlco, a?? lnslructlons. 9 .620. SchEURdulEUR A (Form 1040) 1987 lncomg Name(s)?s oB o??e ??o. rs?s-oo,o Your soci?l security ?umb6r show. on Fofm 1040 JAMES Part I R. & M. ANTTA PERRY lnterest lncomo (SeEUR It you recelvod more lhan $400 ln taxablo lnterest lncomo, you must comp?ete Part I and t?st ALL lnterest recelved, lf you recelved, as a nomlnee, lnterest that ?ctually belongs lo another person, or you recelved or pald accrued lnteresl on securltles tanslerred betw?on lnterest lnterest ?ncome from so?lEURr-llnanced mortgages. (Ses lnstructions and l?st name of lns?uctons on pages I and 24,) payer.) 2 Also complete Part lll. OthEURr interest lncome (list namEUR of payer) > > -____ HASKELL NB-PERRY HOUSE--AC-----ittt-----r?----P-E-RRY-FOR-S-T-?-TE-R??-?C OLNEY SAVINGS --r-erl?-?-nf -r?er-r-o-l'r-??-B?-NK-----llll - Note: lf you rece?ved a Form ll 1099-lNT or Form 1099-OID -F_I-R-ST lfom a brokerage flrm, enter the flrm's nan?EUR and the total ?nterest - -N-A-T-T-O-N_A? NAT-I-O-N-A? -B_A-NK- ----- - -FARM -L-T-F E A-S-U-R?N-C E shown on that form. Part I I lf you recelved morEUR than $400 ln gross d?vldends ancl/o? olher dlstrlbutlons on stock, complete Part tl. lf you person. see ?aqe 25. dlvldends thet D?v?dEURnd lncome D?vidend ?ncome (list name of payEURr--?ncluds on l?no 4 cap?tal gain d?stibutions, nontexable distr?butions, EURtc.) > Dlvldend lncome (Seo lnstructions on pages '1o and 25.) H?SKELL BANCSH?RES TNC EF 50. HUTTON Also complete Parl lll. Note: lf your securi?es werEUR held by a brokerage f?rm, EURnt?r th? ffm's nemEUR and the total d?vidonds shown on Form 1099-Drv. I I Pa?? ?ll Forelgn 5 Add the amounls on line 4. EnlEURr ths tot?l h?r? 6 Cap?tal galn d?str?but?ons, Enter herEUR and on l?no 19, Sch?dule 0.1 7 No ntaxabl? d?str?butlo nS {Soo sch du t? o tnsrr? ct?o ns fo r ?dju sr? 6nr to 6 Add the amounts on llnes 6 and 7. EntEURr the total here . Subtract line I lrom llne 5. Enter the resull hore and on Form to4o, line 10 *ll you r?c?iv6d c?p?l?lg?in dislributions for th? y?a. dlstributlons on Fo.n 1040. ll?o 14. Wr?t?'CGD'on . ?nd yor? do not nssd Sch6du16 D lo repo.t ?ny other ga??s or loss?s, do not lil? th?i sch?dul?. th, d?tt?d Ii?6 t? tfi6 t?tt ?l lin? l?1. ?f you ?ecelved more lhan $400 ot lnlerest or dlvldends, OR It you had a lorelgn account or werEUR a a torelqn trust. vou must answ?r bolh ln Part lllAt any timEUR dur?ng the lax year, did you hqvo an lntEURrEURsl ln or a s?gnature or othEURr aulhor?ty over a l?nancial account ln a forelgn country (such as a bank account, secur?lJEURs account, or other f?nanclal account)? (See pags 25 of the lnstruct?ons lor excEURptions and filing requkemEURnts lor Form TD F 9O-22.r.) . . . . . . . . . Accounts and Forelgn Trustg (See lf Y?s,' EURnter lhe namEUR of thEUR forelgn country> 1 a forEURign lrust whlch exlstsd durlng the cunent tax yoar, whether or not you have any beneficial ?nterest in it? lf YEURs,'you may havEUR to frle Fonns 3520, 3520-4, or 926,. For Paporwork Reductlon Act Notlcs, 9oo Form lO4O lnst?uotlons. Schodulo B (Form '1040) 1987 lns?uctions on 1 wers you ths grantor of, or transferor to, H773 Schedule C (Form f040) Dopartnont or tho Trsasury lniEURrnal BEURv??u6 SEURrvico 3 Prof?t or (Loss) From Business or Profession (Sole Proprletorship) Partnershlps, Jolnt Ventures, etc., Must Flls Form 'l065. See lnsl lor Schedute Attach to Form t040, Form 1041. or Form 10415. > d rg87 Social securitv nqnbe. (SSN) Princ?pal business or profess?on, lncluding producl or serv?ce (see lnstructions) L&G?S HL Pr?ncipal bus?ness code Part l? > 155 2 Business namEUR and address > Method(s) used to valuEUR clos?ng lnventory: D Employer ID number (Not SSN) F G H hon?EUR? . I , I--T1J Did you 'malerially paniclpate' ln the operation of this bus?ness during 1987? (lf 'No,' see lns?uclions for limitations on losses.) l-TTK Was this buslness ln operation at the en d ol 1987?. .,...1X L How many n?nths was this buslness ln operalion during lgBT?. > 12 I (2) Lower of cost or Otner lanacn explanation) 1t? 1S? Accounting method: (1) El (3) orhEURr (specify) 1t? Was therEUR any change ln determin?ng quantilies, costs, orvaluations belween opening and clos?ng lnvenrotyf Are you deduct?ng exp?nses for an otfice ?n your . D?d you f?le Form 941 for thls bus?ness for any quarter ?n 1sB7? [ Cost E cash marker ? nccruaj D U >_________ 1rr."""'",,.**0,;- l--l. . . . l--Tf- E ??" M rlthisscheduleincludEURsaloss,crodit,doductlol?,lnco?EUR,o.olhertaxben?f?lrelalingto?t?xshEURlt?rroqu?redtobsrog?stEURred,chEURckhEURr?......,,..> th?s box, [ vou MUST anach Form 8271. a Gross recoipts or sales 4 5 b Less: Returns and allowanc?s c Subfact lino 1b from lins I a and enter the balance hero 2 Cost of goods sold and/or operations (from Part tll, lineB) 3 Subtract llne 2 from llne lc and entEURr lhs gross proflt here Add lines 3 and 4. Thls ls the qross lncome Advertislng Bad debts from sales or servlces: see lnstructions . Other ?ncome (includlng wlndfall profit rax credit or retund received in .f9A7). ... 23 Repairs 24 Supplles (not lncluded in Part Ill) 25 Taxes 26 Travel, mgals, and entenalnment: a Travel 7 10 Commissions 11 oepletion 12 Depreciation and sEURc?on 179 lrom Form 4562 (not lncluded ?n Pan 13 Dues and publlcations , 14 Employes bsn?lit programs d Subtract l?ne 26c from 26b 15 Freight (not lncluded in Pa?t lll) 16 lnsurance . 17 lnterest: a l?ortgage (pajd to flnanclel lnsttlutions) b Other 27 Ut?lit?es and relephone c Sublract line 28b lrom 28a 18 Laundry and cleanlng. . 19 Legal and professlonal services 20 of?ce expense 21 Pension and prof?t-sharing plans . . 22 Rent on buslness 30 Add amounls In 6 throuqh 29 other expenses (list type and 29. Thoss aJEUR the total deductlons N?t prollt or (loss). Subtract llne 30 from llne 5 and enter the resull lf a prof?t, EURnter on Form 1040, l?ne (or llne 5 of Form 1041 or Form 104 ...., 1 lf you havEUR a loss, you MUST answer lhis question: 'Do you have arnounts for which you are not at r?sk ?n this business?' 3 68 . Yes Ll No lf Yes,'you MUST attach Form 6198, lf'No,'enler the loss on Form 1040, llne f3, and on Sch SE, lins 2 (or l?ns 5 of Form lo41 or Form 104'tS). For Paperwork Feductlon ?ct Nollce, seEUR lnstrucllons. Schedule C (Form 1040) 1987 H773 RTCK PERRY lnventory at b?ginning of year, (lf d?tferent lrom last yeais clos?ng invenlory, attach explanat?on.) . 2 3 4 5 6 7 I Purchases less cost of ?tems wilhdrawn fof personai use Cost of labor. (Do not lnclude salary paid 10 yourself,). Materials and supplies other costs Add lines l through 5 . Less: lnventory at end of ve?! Cost ol ooods sold ancUor 609 , . Sublract lins T lrom line 6. Enler her6 ?nd in P?rt For Paperwork Beductlon Act Nollce, see lnstrucllong. Schedul? C (Form 1040) 1987 Schedule C (Form 1040) O???.tm6nt of the TrEUR?sury Profit or (Loss) From Business or Profession (Sole ProPr?etorship) Partnershlps, Jolnt Ventures, elc., Must Flle Form 1065. F?rm l04l. o? Form 1041S. > SeEUR lhst lor Schedule C rg87 Soc?al soourity numbor (SSNI Principal business or profess?on, including product or serv?ce (see lnstructions) Pr?ncipal business code LOT > 6 619 BOX 997.HASKET,L,TX 7952I Method(s) used to value closing inventoryi Business namEUR and address > Employer lD number (Not SSN) I J K FAccouni?ngmethod:(1)8cash1z?Enccrual(3)[othef(specify) G Was therEUR any change in detemining quant?ties, costs, or valuations botvveen opening and closing inventory? H Are you deduct?ng expenses for an office ln your hornEUR? , , . , . 1t? D Cost (2) ! Lower of cost or market (3) ? other (anach explanatjon) (lr yEURs, ?tr?ch oxpr.) Did you f?le Form 941 for thfs business for any quartEURr in 1987? DiA you 'matEURrially panicipate'?n the operatjon of this buslness during 1987? (lf'No,'se? lnstructions for lim?ta?ions on losses.) Was this buslness ?n operat?on at thEUR end of 1987?. 1 a Gross r?celpts or saleg b Less: Relurns and al?owances c Subtract l?ne 1b lrom line I a and EURnter th? balancEUR hero 2 Cost of goods sold and/or operat?ons (lrom Pan lll, lino 8) ?t Subtract l?ne 2 from line 1c and enter the gross protlt here . 4 Other ?ncome (including w?ndlall prof?t tax crsdlt or refund receivod 5 Add llnes 3 and 4. Thls 19 the qross lncomo Deductlons ?n 1987), 434. 23 24 25 26 Repa?rs 6 Advert?s?ng 7 Bad debts from sales or sery?ces: seEUR lnsttuct??ns Supplies (not lncluded in Part lll) Taxes Travel, meals, and ontertajnment: I I B?nk serv?cEUR charges . Car and ?uck expensEURs . a Travel 10 Commissions 11 Deplerion 12 Depreciat?on and sec?on 179 from Form 4562 (not lncluded ln Part 13 Dues and publicalions . 14 EmployEURe benelit programs 15 Freight (not ?ncluded ln Part 16 lnsurance , 17 lnterest: d Subtract llne 26c from 26b lll) . . 27 ut?lities and tEURlephone . a ft.4ongage (pajd to financ?al lnstitut?ons) b Other c Sublract line 28b from 28a 18 Laundry and cleanlng. . .. . 29 other expenses (llst type and '19 Legal and professlonal serv?ces 20 otl?ce expense 21 Pension and prolit-sharing plans 22 Rent on buslness 30 Add ?mou?ts Net prollt or (loss). Subtract line 30 lrom on deducllong l?ne 5 and enter the result. lf a prof?t, enter on Fotm 1040, l?ne 1 l?ne 5 of Form 1041 or Form 104 <573. > Yes lX No lf you have a loss, you MUST answer th?s questjon; 'Do you havEUR amounts for wh?ch you are not at risk ln th?s busln?ss?' l?'Yes,'you MUST attach Form 6198. lf 'No,' EURnter the loss on Form 1040, line 13, and oa Sch SE, llne 2 (or l?ne 5 ol Form to41 orFom1041S). For Paperwork Redqctlon Acl Nollce, soo lnstructlons. Schedu?o C (Form 1040) 1987 H773 Schedule C (Form 1040) Oep??m6nt ol tho Tre?sury Profit or (Loss) From Business or Profess?on (S?le ProPrietorshiP) Partnershlps, Jolnl Venlureg, etc,, Must Fll? Form 1065. F?rm 1041S. > S?e lnst f?r Social s?curity number (SSN) ANTTA PERRY Principal business or profess?o?, lncluding product or sEURrv?ce (sEURe lnstructions) B Princ?pal bus?ness?ode TNG ADMINISTRATOR C BusinEURss n?me and Eddress > .ANITA PERRY BOX 997 NURS MEURthod(s) used to valu? closing ?nventory: Lower ofcost or 12? 1l? PanlU > 9472 EmployEURr lD number (Not SSN) other (specify) >-________ F Accounting quantit?es, cosls, or valuatjons botween opening and clos?ng ?nventory? 0t 'yss,'?u?ch expr.) G Was there any change ?n dEURtermining H Are you doducting oxpensos for an oflico in your homEUR? I Did you file Form 941 forth?sbus?nEURssforanyquarterinlgST?,,,,, J Did you 'materially participate' ln the operat?on of th?s bus?ness during .f987? (lf 'No,' see lnstructions for limitat?ons on losses,) K Was th?s business ln operation at the end ol 1987?. > 12 L How many months was lhis bus?ness ?n operation during 1987?. D Cost t mslhod: (l) EI Cash market (2) fl Accrual (3) (3) E E Other (attach expt?nation) M llrhisschEURdulEURinclud?saloss,c.EURdit,doduction,lnoomo,oroth6rtaxbonof(rel?tl?sto?t?xshEURlt6rrsqulrodtoboregistEURr6d,ch6ckh616.,........> lf vou check this 1 fl MUST attach Forr? 8271. a Gross rsceipts or sales b Less: Returns and allowanceg c Subtract 2 3 4 5 line lb from line la and enter th? balancg her? Cost of goods sold and/or operations (from Part l?1, line 8) Subtract line 2 from line 1c and enter the gross proflt hsrEUR . Other incomEUR (?nclud?ng windfall protit tax cred?t or rEURfund recEURived ?n 1987). , . Add the qross lncome Repairs sales or sEURrvicos; . 6 AdvEURrlising 7 Bad debts lrom seEUR lnstructions Supplies (not lncludsd in Part lll) Travel, mEURals, and ?nlerta?nmsnl: I I Bank service charges , Car and truck EURxpenses . . e Tr?vel 10 Commlsslons 11 Depletion 12 Deprec?at?on and sect?on 179 deduct?on l3 from Form 4502 (not lncluded ln Pan Dues and publications 14 EmployeEUR benEURl?t prograns 15 Freight (not ?ncluded ln Part lll) 16 lnsurance, 17 lnterest: a Mongage (paid to linanciaJ ?nstjtutions) b Olher d Subfact l?nEUR 26c from 26b 27 ut?litiae and relephone c Sub?act l?ne 28b from 28a 29 other expenses (l?st typo and 18 Laundry and cleanlng. 19 Legal and professlonal s?rvices 20 otfice expense 21 Pension and prol?t-sharing plans , Addamounts?ncolUmnsforl?nos61hroudh2g.Th?sear?th?tot?ldeductIong...........> Net prollt or (loss). Subtracl l?nEUR 30 from l?n?5 and EURnterths resutt. lf a prof?t, enter on Form 1040, line13, and on Schedule SE. l?n? 2 lor l?no 5 of Form 1o4l or Form I 911- . Y?s LI No 32 If you have a loss, you MUST answer this qusstion: 'Do you havEUR an?u nts lor wh?ch you ars not at rlsk in th?s bus?ness?' lf Yes,'youMUST attach Form 6198. lf 'No,' ?nter lhe loss on Form 1040, llns 13, and on Sch SE, line 2 (or llne 5 of Form f04l or Form t041S), Schedule C (Form 1040) 1987 For Paperwork Reductfon Act NotlcEUR, see lnstrucllong. 31 H773 SCHEDULE E (Form 1040) DEURp?rlr?ontof th?T16?su.Y lni6.??l RrvEURn0r SoruicEUR N?me{s} ?s shown on Forh 1040 Supplemental lncome Schedule (From rents, royaltlos, parthEURrshlps, ost?tes, trusts, REMICS, ?tc.) > Attach to Form 1040, Form 104f, or Form 1041S, E Y?urs?ci?? securitv ?u?r,?r J.AMES R. & M. ln the space provided below, sholv the k?nd ?nd location ol each rental For each property llsted, did you or a mEURmber of your For ?ach rental real estate property listed, family use for personal purposes any of the properties for more than lhe greater of 14 days or 10% of the total r?nted at l?k r?nt?l value dld you act?vely par?cipate ?n lhe operation of the act?v?ty dur?ng rhe tax See lnstructions Properv A c> OIL ROYAI-,TY-TEX?S-PRIDE _BUM_Iry?_BENT'S?95E!!r.TI:q?E_ > ? _> Totels columns A, B, and C) Property B _ _ _ Rental and Royalty lncome 4 Rents recelved 15.500. 6 Adved?s?ng 7 Au? and ?avel I clean?ng and ma?nlenanc? , . . . I commiss?ons 10 tnsurance. 11 Legal and other profEURss?onal f?es 12 Mortgags interEURst paid to financial ?nstilutions (sEUREUR lnstructions) 146. 13 othEURr ?nleresl 14 Repairs . . 15 Supplios . . 16 Taxes (Do not ?nclude windfatl prolit lax hero. See Part V, l?ne 4o.) . . 17 uriri?es 18 Wages and salar?es 19 Oth?r (llst) > 21 Tolal expenses other than deprec?at?on and deplet?on. Add l?nes 6lhrough 19 Depreciatlon expense (se? lnstructlons), or deplet?on (ssEUR Publ?cation 535). 432 . 70f. 22 Total. Add lines 20 and 21. 23 lncoms or (loss) from rental or royalty propenies. Subtr?ct line 22 from l?ne 4 (rents) or 5 (royalties) . . , Deduct?blEUR rentalloss. Cautlon: Your rental loss on l?ne 23 may bEUR lim?t?d. SEUREUR lnsfuct?ons to delermine lf you must f?lo Form 8582, Passlve Actlv?ty Loss llmitat?ons Proflts. Add rEURntal and royalty prof?ts lrom llne 23, and enter lhe total prof?ts here Losses. Add royalty losses lrom l?n? 23 and rental losses from llnEUR 24, and enter tho lotal (losses) hero Comblne amounts on lines 25 and 26. end enter the net Drofll or (loss) herEUR 24 25 26 27 28 Net larm rEURnlal profit or (loss) from Form 4835. (Also completEUR Part Vl, llne 43.) 29 Total rental or royalty lncom? or (loss), Comb?n? an?ounls on l?nes 27 and 28, and enter thEUR lotal her?, ll Pans ll, lll, lV and V on page 2 do not apply to you, enter ths an?unt f?om llne 29 on Form 1040, line 17. Otherw?se, lnclude the amount from llns 29 ln llne 42 on ?aqe 2 ol 3,851. Schedule E (Form 1040) 1987 For Paperwork Reductlon Act Notlco, see lnstructlons. H77 3 J?I'{ES R. & M. ANITA PERRY lncome or (Loss) from Partnershlps and S Corporations (a) N?mo lf you rEURpon a loss below and have amounts invested ?n lhat activ?ty for which you are not at rlsk, you I,/IUST check 'Yes' in column (e) and anach Fonn 6198. Otherwise. vou must check'No.' S?? lnslructions. (e) N?tat-Btsk? Yes I No Passlve Actlvltles Actlvltles ?) lro? Schod??? K-r Nonp?ss?6 incon6 (0 PassivEUR loss ?rlo??d a Totals 748. b Tot?ls 31 Add amounts ?n columns (g) and (J), llne 30a, Enter total incomEUR hEURre. 32 Add amounts ?n columns (0, (h), and (i), llne 30b. Enter totai here 33 Total pannership and S corporation lncome or (losg), Combine arnounts on l?nes 31 and 32. Enter the tolal here and lncludEUR in l?n? 42 below 981. (b) Enproy?r id6?t?lication nunbEURr (a) name Actlvltles (c) Pas6?v? dod?ction or loss ??lowEURd from Form 3532 (0 othEUR.ircom6l.o'n a Totals b Totals 35 36 37 Add arnounts ln columns (d) and (0, l?ne 34a. EntEURr total lncomEUR here Add amounts ln columns (c) and (e), l?ne 34b. Enter total (loss) hors . . Total EURstats and trust income or (loss). Combine arnounts on llnes 35 and 36. EntEURr the total here and lncludo in l?nEUR 42 below . . - - - (a) N??6 (e) lncom6lro? sch?du?68 o, 38 40 41 combine columns Windfall prof?t tax cred?t or refund recEURived ?n 1987 (see lns?uctlons) \Mndfall prof?t tax wilhheld ?n f987 (see lnsfuct?ons) Comb?ns amounts oh TOTAL incon?EUR or (loss). Combine lln?s 29, 33, 37, 38, and 41. Enter total here and on Form 1040, llne 17 F?rmers and l?shermen: Enter your share of cROSS FARMING AND INCOME a??licable to Pans l. ll, and l 832. Schedule F (Form 1040) O?part?6nt ol ths T.oasury l?teh?l?ev?nu? SeN?co Farm lncome and ExPenses > Attach to Form lO4O, Form lO4l, Form 1041S' or Form 1065 > Soo lnstructlons tor Scheduls F (Form 1040). Social O??B No. 1545-0074 1987 14 s.?iritv nu?har rSSNI RICK A PERRY d Pr??cipal Pro uct. (Oos?.?bs in ono orlwo words yoL?r Pr??cip?lc.oP oroutputfor th0 cur?nl t?x vsar') B Aqr?cu ltu r?l ActivitY Code. GR? C Accou?tins Method: O Em?loyer ?D numbor{NOT SSN) ? F c Accrual E Did you make an elec?on in a pr?or year to ?nclude comrnodity cfed?t loan proceEURds as ?ncome in that yea? ,materialty panicipate' in the operafon of this bus?ness during 19S7?' (lf'No,'see lnstructons for l?m?lat?on on losses.) D?d.you ?rA vou mak?no the election to not capilalize EURxpenses thal have a preproduclive period of mor? lhan 2 years? (See lnstructions D Yes ) Yes . . Yes Ul U t No No t No E lE?.d:$-Fann income 1 2 3 4 6 7 (Accrual method taxpayers complete Pa?-ls ll and lll, and line 12 oi Part l.) Do not lnclude sales of llvestock held lor draf? breedlnq, gport or Sales of l?vestock and other items you bought tor resale Cost or other bas?s of ?ivestock and olher ?tems you bought for resale - Cash Method - Complete Parts I and ll these sales on Form 4797. Sublract l?ne 2 from l?ne 1 . Sal?s of livEURstock, produce, grains, and other products you raised 5 a Total d?stsibutjons receivEURd from Cooperatives (from Form '1099-PATR) b Less: Nonlncome ?tems Net distdbu?ons. Subtract linEUR 5b from line 5a Agricultural program payrnEURnts: I I 10 11 a Cash b ??alerials and sEURN?ces Commod?ty credit loans under electjon (or forfEUR?tEURd) .. , 12 CrO? lnSUrAnce pfoc??ds. ll6locrior?ttachEURdto?ncludoin?nc??slnyoartollow?nsd?m?86'ch6cr?ere.... Machine work (custom h?re) incomo OthEURr lncornEUR, ?ncludlng FEURderal and stat? gasollne tax crod?l or telund (seEUR ?nstructjons) . . . . Gross lncome, Add amounts on lin?s 3, 4, 6, and 7a through 11. lf accrud rnelhod taxpayer, EURnter ? E lhe amount from Part lll, ffi 13 line52. .. such as taxes. lngurance. Breedlng lees Chemlcals . 14 15 Conservation expsnses (you must anach Fofm 8645). DeprEURclatjon, and Sec?on 179 expense deduction (from Form 4562) Employee benel?t programs other than on l?ne 26 Fsed purchased FertilizEURrs and lime Freight, truck?ng Gasol?ne, fuel, oil l6 17 18 19 20 21 22 23 lnsuranca, lnterest; a MortgagEUR (pajd to t?nancial institu- ttons). b Other . arnounts ln coiumns lor l?nes 13 throuqh 35c ?, p"per*-i lf'Yes,'you MUST attach Form 6198. lf 'No,'enter tle lq"s on Form 1o4o' lln Ru?rctlon Act Notlco, see Form 1040 lnstructlons. H7 7 3 schedulo F (Form 1040) 1987 SCHEDULE SE (Form 1040) Oepart?n6nt ol th? lro?sury lnl?rn?l B6v?nu? S?Nic? Computat?on of Soc?al Secur?ty Self-Employment Tax OMB N?. > See lnstructlons tor Schedule SE (Form '1040). > Attach to Fofm 1040. Soc?al s?cur?ty number of person r income > Name ol pEURrson with selt-employmenl income (as shovrn on social secu?ty card) AN with lf your only self-employrnEURnt ?ncome was from earnings as a minister, membEURr of a rEURl?gious order, or Chr?st?an Science practitioner, AND you f?lEURd Form 4361, then DO NOT file Sch?dule SE. lnstead, wr?t? 'Exempt-Form 436f' on Form 1040, line 48. However, if you c B f?led Form 4361, but have $40o or more of olher e?rnings subject lo self-EURmployment tax, continue w?th Pan I and check here > lf you filed Form 4029 and havo receivEURd IRS approval, DO NOT ffe SchEURdule SE. Wr?te 'Exempt-Form 4029'on Form 1040, linEUR 48. lf youf only earn?ngs subject to self-employment tax are wages from an electjng church or church-control?ed organizat?on thal ?s exempt from employer soc?al security taxes and you are not a minister or a rnEURmber o1 a relig?ous order, skip l?nes t -8, Enter zero on line 9. Cont?nue wilh line E ll?. Nct farm prof?l (or loss) from Schedule F (Form 1040), line 37, and falm partnerships, Schedule K-1 (Form 1065), lino 14a Net profit (or loss) lrom Schsdule C (Form 1040), line 31, and Schedute K-1 (Form 1065), l?ne 14a (other than farming). (See lnstruct?ons for oth?r incomEUR lo rEURport.) Employ??s ol an elecUng church or church-contfolled DO NOT enter vour Form W-2 waoes on lin? 2. See the lnslruct?ons ?f I .517 Se? lnstruct?ons for l?mltations. Generally, this part may be uscd only Your gross farm ?ncor?EUR1 was nol more than g2,4ooi or "Who Can Use Scheduls SE in lnstructions, you meet any of the follow?ng tests: Your gross faIm Incomel was more than $2,400 and your net larm prof?ts2 werEUR less than $1,600; or Your net nonlarm profits3 were less lhan $1,600 and your not nonfarm prol?ts3wers also less than two-th?rds (2/3) of your g?oss nonfarm inc.a Noto: lf l?ne 2 above is two-thirds (2/3) or mor? of your gross nonfarm ?ncomel or, if l?ne 2 is $16,000 or mors, you may not use thEUR optional method. 1 A B C rrom SotroOule r irorm 1o4o),lin? 12. ?nd Sch?du16 K-1(Fo.m 1065) lrno 14b, 3Fromscn6duleC(Fo.m1O4O),|?no31,?ndSchEURdL?lsK-1(ror?106s),rin611|?. Farm Oplional Method--lf you moet tesl A or B above, EURnterthe smaller of: two-thirds (2/3) of gross farm ?ncome lrom Schedule F (Form 1o4o), lins 12, and farm pannerships, SchEURduls K-'1 (Form 1065), l?ne14b;or$1,600 5 6 ...... . Subtracl l?ne 4 from l?ne 3 . Nonfarm Optional lvlethod--lf you meet test C above, ontsr the smallesl ol: two-th?rds (2/3) of gross nonfafm ?ncoms from Schedule C (Form 1040), l?ne 5, and SchodulEUR K-1 (Form 1065), l?ne l4c (other I I 10 1 Enter the an?ount from Pan I, l?ne 1, or, if you EURlected the farm opdonal method, Pan ll, llns 4. Enter the srnount from Part l, l?ns2, or, lf you EURlected the nonfarm optional rnEURthod, Part ll, l?ne6. .. Add llnes 7 and S. lf less thEn $400, do not file this sch?dule (Exceptton: lf you ars an employee of an electing church or church-cont?olled organ?zat?on, enter zEURro and complete ths resl ol thls schedulEUR.) . . .. .. 8, s17. The largest amount of comblned wages and sEURlf-employment saJnings subject to social security or railroad retirsment tEx (tier 1) for'1gB7ls sscur?ty wages and tps from Forms W-2 and railroad retirement compensation (tier 1), Note: lvled?care qual?fied government employeEURs whose wages are only subject to the 1.45% MEURd?care (hospital insurancs bEURnEURf?ts) tax and ?mployees of certajn church or church-controlled organizations should not lnclude those wages on th?s l?ne. (See lnstruct?ons,) 1 a Total soclal b UnreportEURd tips subject to social sEURcurity tax from Form 4137, line I, or to ra?lroad retirement tax (l?er I ) . . . 11b . . . . 12 a Subtract line 11c from l?ne 10, (lf zero or less, EURnter zero.). c Add llnes 11a and 4.O24- b Enter your rnEURd?care quslil?ed government wages if you arEUR requlred to uss ths woftsheEURt ?n Part lll of rhe rnslrucdons I c Enlet your Fom W-2 wages ol $100 or rnore from an EURlecling church or church-contolled ...ltZOl . organtzaon...., I and 12c hZcl I d Add llnes 13 Enterlhesmall?rotline12aorllne12d,, . . . lf llne 13 ls $43,800 enter $5,387.40 on l?no 14. Otherw?se, multlply line 13 by .123 and EURnter result on llne 14 tax. EntEURr thls amount on Form 1040. llne 48 For Paperwork Beducllon Act No?ce, soo lnatrucllons, Schedulo SE (Form 1040) 1987 H773 SCHEDULE SE Computation of Soc?al Secur?ty Self-Employment Tax See lnstr?cllons tor Schodul? SE (Form 1040). > Att?ch to Form 1040. Social secur?ty numbEURr of person OMB No. 1545-0074 (Form 1040) O?p?rir6nt ol th? Tro?su?y lnt?rnrl R6v6?u6 S6rui.6 tg 1 7 t_l NamEUR of person w?th sell-employment ?ncome (as shown on social security card) RICK PERRY lf your only se?f-employment income was from earnings as a minisler, rnEURmber of a rel?g?ous order, or Chr?st?an Science pract?tioner, AND you filEURd Form 4361, thon DO NOT l?le Schodule SE. lnstEURad, write 'Exempt-Form 4361' on Form 1040, l?ne 48. However, if you c B filed Form 4361, but have $400 or more of other earnings subject to s?lf-EURmployment tax, continue w?lh Part I and chgck here > 11 you liled Fom 4029 and havEUR rEURce?ved IRS approval, DO NOT fle Schedule SE. Write 'Exempt-Form 4029' on Form 1040, lin? 48, lf your only earnlngs subject to self-employmsnt lax arc wages hom an electing church or church-cont?olled organizalion lhat ?s EURxempt from employer socialsecur?ty taxes and you are not a minisler or a rnember of a religious ordEUR( sk?p lines 1-8. Enterzero on Net farm prolit (or loss) from Schedul? F (Form 1040), line 37, and farm paJtnersh?ps, SchEURduls K-l (Form 1065), line 14a Nel pro?t (or ioss) from Schedule C (Form fo40), l?ne 31, and Schedule K-1 (Form '1065), l?ne 14a (other than farming). (Seo lnstructions for other ?ncome lo report,) Employees of an electing church or church-controllod DO NOT enter vour Form W-2 w?oes on line 2. S?e the <572.> 2 , 42A . L:-I=i:-:-..:-i.-i.- Schedule SE'in 'Who Can Us? See lnstruct?ons for limitalions. Genefally, th?s pan may bEUR used only if you mEURet any of the following tests: Your gross farm ?ncom?r was not more than $2,4OOi or Your gross farm lncomel was more than g2,4oo and your net farm prof?ts2 WerEUR lEURss than $1,600; or Your not nonfarm prof?ts3 were less lhan $ l,600 End your not nonlarm prof?ls3werEUR also less than lwo-lhlrds (r3) of your gross nonfarm ?ncj Note: 11 linEUR 2 above ?s two-thhds (2/3) or rnors of your gross nonfarm lncomel or, if line 2 is $16,000 or mors, you may not use the optonat method. A B C lFromschod?r16F(Formro4o),llno12.?ndsch6d?16K-t(For?106s)?ins14b. SFromsch.dur?c(Form1o4o),trns31.?ndschsdur?K-1(to.m1065),ti?6 F.om Scheduls F (ForE 104O), line 37, ?nl ll?o . 14a. 2 14a, ar.om 3 4 5 6 Sct'?Oute C (Corm t04Ol. l?ns 5, and Schedul? K-1 t?or?r 1065). tin? 14c. Maximum ?ncome for opfonal methodg Farm optional Melhod--lf you meet lest A or B above, entEURr the small?r of: two-th?rds (?3) of gross fafm incornEUR from Schedule F (Form 1040), llne 12, and farm partnEURrshlps, Schedule K-1 (Form t065), l?ns 14b; or $1,600 Subtract l?nEUR 4 from l?ne 3 . Nonfarm Optional Method--ll you meet test C abovEUR, enter the smallest ol: two-thlrds (2/3) ol gross nonfarm ?ncome from SchEURdule C (Form 1040), line s, and Schedule K-1 (Form 1065), l?ne lilc (other or $1.600: ?r. lf 8 9 I, or, lf you elected the farm optional method, Pat ll, lins 4. Enter th? arnount from Part I, line 2, or, ?f you elected the nonfarm optional n?EURthod, Part l?, l?ne 6. Enter the amount from Part l, llne 10 1 Add lines 7 and 8. lf lsss than $40O, do not flEUR this schedule (Exceptlon: lf you are an employEURe ol church or church-conrolled organlzatlon, EURnter zero aod complete the rest ol lh?s schodule.) . . . The largest amount of comb?ned wages and se?f-employment EUR?nings subject to soc?al secur?ty or ra?lroad retirement tax (lier 1) for 1987 ?s ... , ?,856. I a Total soc?al secur?ty wages and tlps from Forms W-2 and ra?koad retiremEURnt compensation (liEURr'l). Note: MedlcarEUR qual?f?ed government emptoyeEURs whose wages are only subject to the 1,45% Med?cars (hospital ?nsurancEUR bene?ts) lax and employeos of cenaln church or church-controllEURd organ?za?ons should not lnclud? thoss wages on th?s line. (See lnstruclions,) . . . . , . . . . . . . 7 . 647 . b Unreported tips subj?ct to soclal security tax lrom Form 4137, railroad retiren'?EURnltax (tler l?nEUR I, or to l). . . c Add lines 11a and 1 lb 12 a Subtract lin? 11c from llns 10, (lf zero or less, enter zero.). b Enter your mEURd?ca/e quali?ed government wagEURs if you arEUR required to use the worksheet in Pan lll of c the lnstructions I Enter your Form W-2 wages of $1OO or n?o?.e from an EURlecting church or church-controlled ... h2bl organizarion . . . . I d Add lines I and 12c . 13 EntEURrthe smaller of lln? 12aorl?ne12d. , , . lf lino 13 is $43,800 enter $5,387.40 on line 14, Otherw?se, multiply line 13 by ,123 and enter result on l?ne 14 lax. Enter this amount on Form 1040. l?no 48 . hzcl For Paporwork Reducllon Act Notlco, soo lnstrucllong. Schedulc SE (Form f040) 1987 H773 ,.,^2?l?I Deparlment of th6 Tre?sury lnte.??l Fevenu6 Seryic? Name(s)as shown on t?x retur? Underpayment of Estimated Tax by lndividuals and Fiduc?aries > See separ?te lnstructlons > Attach to Fo?'m 1040 or Form l04 t OMB No. JAMES R. & M. ANITA PERRY ln mosl cases, IRS can figure the penalty for you and you do not hav? lo complet? th?s lorm, See ths separato ?nstructions for more lnl?rmali?n. For 1987, you will not owEUR a penalty for any underpayment of your taxes, and you do not need to completEUR this fom ?f you have salary lncom? on Form 1040, lins 7, lhat ?s equalto or greater than your adjusted gross ?nc?m? on Form 1040, line 31. ll you have salary ?ncoms lhal ?s less lhan youf adjusted gross lncon?e, part of the penalty will be waived, You can comptete lhis form through l?ne 32 to fgure ths penalty, Or, ?f you choosq, IRS w?ll figure the penalty for you ?n most casEURs. See the separate instruciions, li,ae?F 1 Figurtng Your Underpayment 2 3 1987 tax after credils (from Form 1040, line4TorForm1041,|?ne26). Oth?r t?x?s (see ?nstructjons) . ,. 893. 4 5 6 Add lines 1 and 2. . Earned ?ncomEUR cr?d?t Credit for Federal tax on gasollne and speclal fuels Cred?t lor ov?rpa?d wlndfall prof?t tax attr?butabl? to ?nounls withheld 7 I Add lines 4,5, and 6 Subtract l?ne 7 from l?ne 3. Multlply l?ne I by Bo% 10 11 12 13 14 I (.so). . ...,.. lS 5L4. 893. WithholOing taxes from 1987 Form lO4O, l?nes s4 and SB (or Form 104.f , line 31c). ltnctude any credii from Form 4469.) Subtract l?n? lOfromlineS. lf result ls less than $500, do not complEURtEUR rest of fofm Enter your 1986 tex (sEURe Ins?uctions) Enter ths sm?llEURr of llne g or llnEUR 12 tr1,'! (d) 1S88 Div?de ??ne 13 by four (4) and enter the result ln each column. However, lf you usEUR the annual?zEURd lncomEUR installment molhod, complete ths worksheet ln lhe lnstrucl?ons and enter lh? efnount from llns 26 ln each column ol l?ne 14 Complet? l?nes 15 through 22 for ono column bEURfore comple?ng 1380. the next column. EstimatEURd tax pa?d and tax w?thhetd. (For cotumn (a) only, enter lhEUR a.n?ount lrom llne .f5 on llns iS) lf l?ne 15 is EURqual to or more than l?ne 14 for all paymEURnt periods, do not complEURts thEUR rest of this form, However, lf iou us?d the annuaiized income ?nstallment mEURthod, you must ?ttach lhis lorm to your return. 15 823 . 16 Enter amounl, ?f any, from l?ne 22 of prev?ous column 17 Add line 15 and 16 . . . . . 18 Add amounts on l?n? 20 and 21 of lhe prev?ous column and enter the result 19 20 21 22 Enter linEUR 17 m?nus lin? 18, lf zero or less, enter zero. (For column (a) only, enter ih? ffr?unt from l?ne 15) .... Rema?n?ng undEURrpaymEURnt l?om previous period, lf the arnounl on llne 19 ls zero, enter l?ne 1a m?nus lins tZ . UNDERPAYMENT. tf nEUR 14 is targer than or equat to llne 19, enter lins 14 minus l?ns i9. Then go to l?ne .iS of nexl column, OthEURrw?se, go to ??ns 22 OVERPAYMENT. tf tine 19 ?s larger than tine 14, enler 80. line l9 minus l?ne 14. of next column For Paperwork Reductlon Act Notlco, seo ?nstrucflons. H773 JAUES Form 2210 (1987) R. & M. AN]TA PERRY 56 page2 l?lF?E?llil Figurins lhs Penalty (d) Jan.15,1gsg 23 Underpaymenl from line 21, pagEUR 1 1380, Rato Perlod 1 r987) - 9% (Aprll 15, 1987--September 30, 24a b Compulat?on starting date for this Number of days FROM the date on l?ne 24a TO the dat? l?ne 23 was paid or SeptEURmber 30, 1987, whichever is EURadi?r per?od ,. ,. C NumbEURr ol d?ys on line 24b 36:s Rato Perlod 2 x 9ol" x underpayment on l?n? 23 (sEURe lnstructions) - 10% (October 1, 1g87--December 3r, 1987) 25a b Computation sl?ting date for this period NumbEURr of days FRO[4 the date on line 25a TO the date line 23 was paid o? December 31, 1s87, whichever is earl?EURr C -------?65 Rate Perlod 3 NumbEURr of davs on line 25b x loo? x underpayment on l?ne 23 (s?e lns?uct?ons) - ll% (January l, 1988--Aprll 15, ts88) 26a Computation starting dalo for thls perlod . Dec. 31. 1987 b C Number of days FROM thEUR date on l?ne 26a TO the date llne 23 was pald or April 1s, 1gBB, whlchever ls earl?er. -----------j:366 Number of davs on line 26b x 1170 x und?rpayment on line 29 (se? lnstructions) 27 Penalty (add all arr?unts on llnes 24c, 25c, and 26c in all columns). Form 1o4o filers, ?l you have an entry on Form 1040, llnEUR 7, complete lines 28 through 32. OthEURrwisEUR, enter the amount ltom l?n? 27 ln the spacs provlded on Form 1040, l?no 65 and check thEUR box on that llne. Fom to4l f?lers. EURntEURr the srnount from 28 llne 27 in the spaco provlded on Fofm 1041, l?ne gS and check lh? box on that l?ne Enter a??untfrom Form 1040, l?no7 ..., 128 l$ 150. 30 ?a 29 30 Enter adjusted gross incoms from Form 1040, lin? g1 Div?de line 28 by line 29 and enter lhe result as a decimal a??unt. Do not enter more than 1.0 3t 32 Multlply line 27 by l?ne go. Thts ls lhe amount of your penatty to bEUR waived . Subtracl llne 3 t lrcm line 27. Enter thls an?ount ln the space prov?ded on Form 1040, line 65 and check the box on that llnEUR 49. ,",^4?55 Oop?.lment ol tho Tr6?surv lnl?rn?l ??v???6 s?ru?.? N?ne(?)?s shown on r?r!rn Recapture of lnvestment Credit (lncluding Energy lnvestment Cred?t) > Attach to vour incomo lax r?lurn JAMES R. & M. Knd of prop?rty--State whether r?covery or nonr?covery (seEUR thEUR instruclions for Form 3460 for definitions) If energy propertv, show ty?EUR, Also lndicate ?f rehab?litation P?.op?rtles A B ?TRPIJANE ; D E o U c T T I o N o ? E c T U E f x For Paperwork Feductlon Act Nollce, see lngtruc?ons. H773 ,","458? Oepartmontol ihe l.o?sury l?lernal R?ve?u6 Servico Depreciation and Amortization > SeEUR separate lnstructlons. > Attach thls lorm to vour return. t rg87 R?CK PERRY Ausinoss o.?cliviiy to which this forn 16lates SCH C-PILOT entertainment, rec?ealion, or amusement. lnstead, use Paft lll.) Sectlon A. -- Electlon 1o ?ssets Pl?ced ln Servlce Durln(' Thls Tex 4 Usted property -- Enter total from Part lll, S?ction A, co?umn (h) Total (add lhes 1 and 2, but do not enter mor? than 910,000) . . Enler th? afr?ounl, ?f any, by which lhEUR cosl of all seclion 179 propEURrty placed ?n sEURrv?cEUR durinq this tax year is more than $20o,o0o 4 from line 3, lf result is less than zoro. enter zero. lse? ?nstruclions for other 5 Subtract line Sectlon B. (a) Class of propertv -(0 o?duction 6 Acceleraled Cost Recovery System (ACRS) (seEUR lnstructlons): For assets placEURd ?n service ONLY tax vear beqinninq in 1987 a 3-year propEURrty s-year propeny 7-year property b C d e fo-year property ?s-year property zo-year propeny Rosjdon?al rsntal property f g h 7 Nonresidentjalrealproperty I Enter tolal from Part lll, SEURclion A, column ACRS deduction for ass?ts ?lac?d ln Ljsted property -- (g) . . . . -- Other . . Sectlon C. PropEURrty subject to section f68(fX1) election (seo ?ns?uctjons) 10 olher shlps and S corporat?ons--Do NOT ?nclude any amounts EURntered on line 5) . 12 For assets above placed in serv?ce durlng the curent yEURar, enter thEUR ponion of thEUR basis attributable to additional section 2634 costs. (SeEUR lnstructlons for who must use.). (0 ffi 156. (a) o?scrlptlon of propsrty Arnonlzation lof ?ropertv placEURd in serv?ce ^??odi:ation Arnortization lor 3 Total. Ent?r her? and on other For Paperwork Reductlon Act Notlce, seo lnstructlons. Form4562 {feoz) ,.,^4582 O6p?rtnEURrt ol Deprec?ation and > Soe separate lnstructlons. > Atlach thls form to vour return. ON4B No. 1 lh. Trd?sury ?8 7 G7 N?mEUR(s)?sshown on.6ru.? RTCK PERRY Bus?nEURss ?. ?ctlv?ly to which this lo?o r?l?les BI-.,DG RENI-SCH E entenainment, recreation, or amusement. lnstead, use Pan lll,) Sectlon A. -- Electlon to Assets Placed ln Servlce Durlnq Thls Tax Year 2 Usted property -- Enter lot?l from Part lll, Section A, column (h). . ., . . 3 Total (add lines 1 and 2, but do not enter more than $10,000) . . . . . . 4 Enter the ar?unl, ?f any, by wh?ch the cost ol all sect?on 179 propEURrty placed 5 ln serv?ce during this tax year is n?ore than $2oo,0oo Sublract line 4 from l?ne 3. lf rEURsult is less than zero. enter zero. lsoe ?nstrucl?ons for other (a) Class ol property (0 o6ducrion 6 Accelerated Cost Recovery System (ACRS) (see lnstructions)t For assets placed ln serv?ce ONLY a b C s-ysar property s-year property 7-year propeny 1o-yEURar propEURrty 15-yEURar prop?rty 2o-year property Resldenfal rental property Nonresident?al rEURal propeny d e f g h Listed property -- Enter total from Pan lll, Section A, column (g) for assels ?l?ced ?n serv?ce Driot to 1987 Sectlon C, Property subject lo sectjon 168(fxl) election (see lns?uctions) .. -- Olher 10 orh?r ships and S co?orations--Do NOT lnclude any afi?ounls EURnt?red on llnEUR S) . 12 For assEURls above placed ?n servlce dur?ng tho cunent yeat, enter the pon?on ol ths basls attribulable lo additional sect?on 263A costs. lse? lnstnrctlons 478. (a) o6scr?pllon ol propo.ty Arnortlzatlon for Drooerlv ?lacod ?n tn seryrce on Other Deductions or Other For Paporwork Reductlon Act Nollco, 9oo lnst?uctlons. Form4562 (1es7) ,.,^4797 hlarnalRov?nuEUR SeNic6 Oopartment ol tho Tr6asu.y Na?e(s) as shown o? r0tur? Gains and Losses From Sales or Exchanges of Assets Used ?n a Trade or Business and lnvoluntary Convers?ons (And Compulat?on of Recapture Amounts Under Sections 179 and 2gOF) > Atlech lo vour t?x relurn- Se? lnstructlons r J?MES R. & M. ?NITA PERRY Sales or Exchanges of Property Used in a Trade or Buslness and Involunt Than Casually and Theft-Property Held More Than 6 months (More Than 1 Notes: under 'SpEURc?al Rules.) ear lf Acquired Atlet 12131t87) . UsEUR Form 4684 lo report lnvoluntary conversions from casualty and theft. .lf you sold property that you claimed th? lnvestr?EURnt crEURd?t on, get Form 425?5 to see ?i you are liable for recapture of the credit. . F?le Fofm 6198 ?f you aro reporting a loss and have amounts ?nvested in lhe activ?ty lor wh?ch you arEUR not at rlsk, (SeEUR instruct?ons a Complete Form 8582 befors you complele y Convers?ons From Other Fom 4797 if you are repoling Pass?vEUR Loss Umitations.) a loss from a pass?ve actjvity. (See instructions under is a Sl?lemenl (a) o?sor?prion ol of Proceeds From Broker. and Barl?r 3 4 5 Gajn, lf any, from Fom 4684, Sec?on B, l?ne 21 . Section 1231 ga?n from lnstallrnEURnt sales from Fotm 6252, l?ne 23 or 31 Gain, if any, lrom Pan lll, line 32 from other than casuatty and lhett as lollows (partnerships se? 6 Add lines 2lhrough 5 ?n columns (g) and (h) 7 Comb?ne columns (g) and (h) of line 6, Enter gah or (loss) here, and on the 6ppropiate llne ?ns?uct?ons for your line referencss.): lhe I 9 If l?ne 7 ?s z?ro or a loss, enter the arnount on lins f1 below and skip linss I and 9, (S corporatlons, enter the loss on Schedule K (Form 112oS), line 5.) lf ?ine 7 is a ga?n and you did not havs any prior year sectlon 1231 tosses or they were recaptured ?n an EURarl?er year, ?nter thEUR gain as a long-term cap?tal gain on Sch?dule D and skip lines B, 9, and i2 below. Nonrecaptured net section 1231 losses lrom prior years. (See ?nstructjons.) . . Subtfact llne a from IlnEUR 7. lf zero or less, ?nter zero . lf line I the amount from llne ls zero, enter the amount from lin? 7 on l?ne 12 below. lf l?ne ?s rnore than zero, enter th? amount from l?nEUR as a long-term capital qain on schedulEUR D. see specific ins?uctions for line 9. I I I on tine 12 betow and enter [F'ffi]n?? ordinary Gains and Losses (e) oepreci?tlon (a) o?scrlption ol (0 costor oth?r (b)oaro?cquk6d (c) o?r? sotd (d)cross saros (o.??l?wable) (g)Loss flf)mrnus ths um or (d)?nd (6)) (h) oen m?nus(r)J (dl?lus{s) not ?ncluded on llnes 11 hEURld 6 months o? after 11 Loss, lf any, lromllneT.,,,. lll . 12 Galn, lf any, from line 7 or an?unt from line 8 if applicablEUR l3 cajn, if any, from llne 31, pen 14 Net galn or (loss) from Form 4684, Soclion B, llnes 19 an d 2oa . , , 15 Ord?nary galn from ?nstalln?EURnt sales from Form 6252, l?nes 22 and/or gO 16 Recaptute of sEURction 179 deducllon lor panners and S corpora?on shareholders from property 17 Add llnes 10 lhrough 16 ln columns (g) and (h) . . . . 18 Combino columns (g) and (h) ol line 17, Enter gain or (toss) here, and on ths appropr?ate l?nEUR as lo?lows: dispos?lions by partnershlps and S corporat?ons. (see ?nstructions) ... . a b For allexcept lndlvlduaj rEURturns: Enter the ga?n or (loss) from line 1e, on the return be?ng filed. For lndlv?duai returns: (1) lf the loss on line 1l lncludes a loss lrom Form 4684, Section B, Part ll, cotumn (bxl?), EURnter that part of tho loss herEUR and on line 18 ol SchEURdulo A (Form io'4o). lden?fy as from ,Form 4797, t?ne 1Bb(1)'. Redgtermine the the loss llf anv) on llnEUR 18b(1), EntEURr here and on Form 1040, l?ne.t5, 11773 For Paperwork Redqctlon Act Noflce. aeo lnstrucllons. Na?ne(s) J?-I,?ES R. & M. ANTTA PERRY 2210 PENALTY COMPUTATION WORKSHEET PAYMENT RECORD Payment dale o4/I5/87 o6/t5/87 o9/L5/87 oI/L5/88 Amount 82I. 82I. 821_. 823. Period 821. 1 557. Per?od 2 Pe?iod 3 per?od 4 264. 293. azl-. 530. Total payments applled Underpayment PERIOD 1 PENALTY Payment date o4/ 15/ 87 06/15/87 It378. 557. Days 6l9IO Amount 8.38 !,378. I,LIA. Days L,378. Days 530. l_,380. 11% Amount 10% Amount Date of payment PERIOD 2 PENALTY Payment date / rs/ or/15/ oe o6/ r5/ 87 87 88 Days 92 J_07 90/o Amounl 18.62 Days 92 10/" Amount 7.39 Days 15 11% Amount 7.73 r.32 Dale of payment . 1987 Name(s) J?MES R. & M. SSN ANITA PERRY 2210 PENALTY COMPUTATION WORKSHEET Page 2 PERIOD 3 PENALW Payment date 9% 100/o or/15/88 Days 15 Amount f.96 11"/. Days 92 Amount 13 . 3 6 Days Amount 2 15 .39 Dale of paymenl . PERIOD 4 PENALW Payment date 15 3.14 92 21 .37 L06 Days 27.02 11% Amount Dale of payment . Perlod 91 37.74 Perlod 4 PENALTY CALCUT.ATION 9% penalty l0% penalty 11% penalty Total penalty 1 8.38 Perlod 2 26.35 7.39 Perlod 3 5. 10 't 32 34.73 29 .4r 37.74 150. 1987 James l-987 Form R. & Anjta Perry 1040 Schedule I Oil & cas Mining & Allowable Deplet?on t---------.-- Oil & Gas Sales - Gross (Enron) - GPT Net $ r,21s $ I,I59 Less Expense - Operating and Ad Valorem Tax Net Before Depletion !__:!! (609) Depl,etion: 504 Net 158 cross AllowabIe L82 L82 Building Rents - Schedule E, Rents Rece?ved: Schedule 2 Column Perry for State Representative Gas Joe Thigpen Lone Star TOTAL 6,500 7,800 $r5,s00 l-2 $ r,200 Mortgage fnterest - Schedule E, Line Haskell National Bank *75-0323610 J, B. Duncan #--.. Other lnterest - Schedule E. Line Haskell National Bank 13 $ L,527 s3-!i4? r,619 ?___i2f Schedule 3 1099 Items Reported to Reported on 1987 Form 1040 by J. R. Perry # i Ag Progr:am Payments (per CCC-182, Haskell- Co., Texas') ?4I ,64: Patronage Dividends - plains Cotton Co-op #75-086gg9g 25E - Jones-Haskell- Grain Co-op #75-I306579 5Bl Name(s) JAMES F?l?ng R. & M. ANITA PERRY .. .2 SUMMARY STATEMENT Number of exemptions SSN status 4 Wages INCOME i..r'. ?'.ir.? 30,540. lnterest and Dlvldends Self-employment lncome Capital galns Rents, royallles, K1s . . Taxable pens?ons Farm income Other lncome Total income IRA adjustment Other adjustments I 6,706, 4, t344 832 . , ,.,.. 45 <572.> t224. . . Adlusted gross lncome, Last year's AGI DEDUCTIONS M?dlcal 45,224 49t472. , Taxes. . lnterest Contr?butlons S2L 7 Casualty/thefl Mlscellaneous Total ltemlzed Standard deductlon Taxable Income I,612, t487. 9 , 620 . 3 ,7 60. 28,OO4, 4 ?able/Schedule XfZ Schedule D Form 8615 . Addltlonal taxes tO87 , Effectivetax rate . . ., 11"?;;u,..}4_..{ Ma?glnal tax rate . 28.0 CREDITS & OTHER TAXES Nonbuslness credils . Buslness c?edlts Alternat?ve m?nimum Self-employment tax Other taxes Tax liab?lity Underpayment penalty Totaf payments Refund due Applled to next year's Next year's EURstlmates CARRYOVERS r,27 6, . .,,.....,., , 6,893. 49. 3 ,286. ._," ' ' :' ' ''.'; 'i'r'!.'s'i l_,530. lax . . 3,656. Contrlbutlonc?rryovefs . . Buslness cfedil carryovers , . . Passlve Ioss carryover lnvestmentlnterestcarryovef ..... 1987