Gov Rick Perry 2008 Taxes

25
L..... 1040 u.s. Individual Income Tax Return 2008 I~g IRS US:c Only - Do not W'l:e or stzmle In thiS spa.ce
Label ;::C~ 'Ole \'e2.~ Ja'l ~ .=-'1::>: 31,2006. or other 13.\ ve2r beglnnlllg 200f t"j'_"C,---
.. _ OMB No 15-1~-0074
I--Your f'rst nam~ and Irlltlal '----- Las; name Your soolal secur,!,' number
(Sec L ,
Inslru::']! A JAMES R. jpERRY -------------_t"
on !.j'JC 1~., ~ Ii-;;Joint return, spollse·~fl!st nam;;;:nd Inlti-a:---~--I t:aStilame

SDouse's soolal securdy numbe·
Us, the IRS L M. ANITA JPERRY _
laDe!. H Home address (number and street). If )'OU Ilave a P.O. box. se~ pag8 14. r~pt. riO.
You must enler
CJtllervllse, E 1010 COLORADO

.. your SSN(s:! above...
please print R ---.------.
or type. E City. lml,TI u· PCJS' office. 5:3.:9, a~d ZIP code If YD~) have [) foreign adaress. see pJge 1... ChecKing a boy, belQw WI:; no~
Presidential AUSTIN TX 78701 changeyoul lax or relund

Election Campaign ~ Check here if you, or your spouse if filing jOintly, want $3 to go to this fund (see page 14) ~ l-:---j You c-J Soouse
Filing Status
1 0 Single 4 CJ Head of househol(; (With qualilying person). If the qualifying
2 LxJ Married filing JOintly (even If only one had income) person IS" Cllild bu: not vow dependent, enter thiS child's
Clle:;,. 0111,'
3 LJ Mar:red filing separately. Enter spouse's SSN above name here. ~
[lIlL flOX. and full name here. ~ 5 0 OualrfVInO wldowierl Wltll deoendenl cllliel (see paoe 16)
Exemptions
6a LXJ Yourself Ii someone can claim you as a dependenl, do not check box 6a 1 ~r~~~S"~hde~~ej 2
bl~l§lou.£e . ----J No. of children
------~---:....:-~--I-· - - ' - 3 ) Depenacnl'S-': --11-4i/";fQL1allfJ' on 6c whc
C Dependents: I C) Depenaen~ s ~OCI;:11
I
I \ 'I.
security number
~. !nO adld tor C'
rela_,onJn,~ ,0 Child tax credit

_ Ilvec '-'vlth you 1
(1: Firs! name Last n::Ime I I you I lSec p2.Qe 17) • did not live 'mIn
! i -----+---- >'ou aue to divorce
_SYDNEY PERRY ; [)AU(}WrER l~---- ~;e';:~:;~tlf~j
, : '
~ 1 _~ .. _
-+-
I , D e p e n d e n t s on Be
-.------ ------------r I
----------:----- I nut enlered above
Add nurnbE~S
Total number oj exemptions claimed

Wages, salaries, liPS, etc. Af1ach Form(s) W-2 E71'__
' --.1.l~_Q.~h
~~;~ees~ _-.W
Taxable Illterest. Attacll Schedule B if required . ..~. ) 77 •
Tax-exempt interest. Do not include online 8a La.b.....L --.l.-'-_Q 11 . '-I
Ordinary dividends. Attach Schedule 13 if reqUIred . .. .. ..!!.J 28 043 _~
I
Oualified dividends (see page 21) ~ 21,L'lJ 7.1 I

laxable refunds, credits, or offsetS at state a!ld localillcome taxes . ~1~ _
Alimony received ~J
Business Income or (loss). Attach Sch~dule C or C-E/' . ! 12 i
Caprtal gain or (loss). Attach Schedule 0 if required. If not required, check h818 ~ D r---13 T---- -~ 0 06-:- > L
Utller gains or (iosses), Mach Form 4197 ~. -_-~

IRA distributions ! 15~ -J b Taxable amount p-5IJ.l1----- _
Pensions and annuities lJ.6.2~ ~ b Taxable amount J ~-b~-----------_
Rental real estate, royalties, partnerships, S corporations, trusts, etc. Mach Schedule E ~1178 1 2_tiLJQ.2."
Farm income or (loss). Attach Schedule r
Unemployment compensation 19T---------
Socralsecurity bcnefits ! 20a I J b Taxable amount (see page 25) ~_2Cb [ - - - - - - -
Otller Income. List type and amount (see page 28)________ .-------~ I
SEE STATEMENT 1 I 21 65 000. r
22 Add tile amounts in tile far II Ilt column for lines 7 IInoual! 21. ThiS is vour total income . ~ i 22 I 282 609 . r
23 Educator expenses (see page ·28) . . . . . ... . . ......

Adjusted 24 ~fTI'~~~~s.b~~,~~~~~:~e2n1s0e~ ~r' ;~~e~:~~.s, p8rformlng artists, and feG-basls government
Gross 25 Health savings account deduction. Attach Form 8889

Income 26 Moving expenses. Altacll Form 3903
27 One-half of self-employment tax. Attach Sclledule SE
28 Self-employed SEP, SIMPLE, and qualified plans
29 Self-employed health insurance deduction (see pagc 29)
30 Penalty on early withdrawal of savings
31a AlimollY paic1 b Recipients SSN ~ _

32 IRA deduction (see page 30)
33 Student loan Interest cleductioll (see page 33) STMT L1
34 Tuition and fees doeiIlGI'·I'. /\ltJCll Form e911

35 Domestic proc:uctio:~ ae:t.~::.S derluctlon. I\llacll rorlll 8903
36 i\rIrilines 23 t:lr :JUGll 31a alill 321hrough 3S. . .. . .. 4,942._
81CGJ l
~~_c.:'~_ 37 Sul:lraclline 313 irern ~118J!· ~I~ruj! ."' __

277,667.
Lil/I Fur Disc:osure, Prj'/acy Act, and P,lpcrwork Re~~reeYgc213. Form 1Ot,O (20C6j
4868 i Application for Automatic Extension of Time 1____ 1C'~~·
''''Clmen:o:lheh''ClJC' :
(?~;; I ,~or
To FHe U.S. Individual Income Tax Return
!~!)
I 2008
[Paft=n heve:1UC' Se"JIC( c.:1lenc:1' vea' :?l}J:: 0' ot'le r
T~_en-tificatTo-n------------=--'-~--~~_~=
'''O'.T t;':'OI'1"In<:; . 20']8, endlno
I Part II I - IndividuafincomeTax
4 Estimate 01 lotall"'. l,al)II:I\ fa' 7011(; s

5 laial 20rJ8 pJy1ll8rilS ____ 62 ,289,
JAMES R. PERRY & M. FRITA PERRY 6 Balance due. SLJlJtr:i~: !irlc :'
1010 COLORlmO 110m 11118 It o.
AUSTIN, TX 78701 7 l\rnJlIll! \'011 :ne D"\li:lg__~_~___ _1=:. _ O.
8 Check llcre i~ VOll are "[;1:: cf tile CI)U!l~1 I/, ;1:1Ci (; U_~~
2 '~:),JI ':,,-,s:;J: S"'c:url:',' nll:-,';J['- ~~ ;~:>.-,.;:'.e':::. ::;~j::'.J' :2eG,J'rtv 1',i.lm:::,iC'" ci:i/~rl Oi resident
. ~-~_: ~.:;!~~~
::c:.:", ,
fJT PEPR C 2~Oi',}J2 670 0000000000

rorm 1040 (2008) JAMES R. & M. ANITA PERRY Page 2
Tax and 38 Amount from line 37 (adjusted gross l!lcome) 38 277,667.
Credits 39a CI18ck
if:
{q
D
You were born befor2 January 2, 1944,
Spouse was born before January 2,1944,
[ I Blmd.)1 Total boxes
0 Blind. checked ~ 39a
Standilrd
Deduction lor -I If your spouse Itemizes on a separate return or yOil were a dual-status all-=n, see page 34 and cneck here .. 3gb
D i
• People who I c Check if slandard deduction includes real estate taxes or disaster loss (see page 34) ~ 39c 0 i
~~~c~~~,na;) ~ 40 Itemized deductions (from Schedule A) or your standard deduction (see left margin) . 40 I 59 r 200 .
;~~ g~bw~~ I
! 41 Subtract Ime 40 from line 38
I I
i-~--- 2 UL1_4_6J_._
~~a~~:d ac a i 42 If line 38 IS over S119,975, or you provided hOUSing to a Midwestern displaced mdlvldual, see page 36. I
9 380.
t*+-
dependent I OtherWise, multiply $3,500 by the total number of exemptions claimed on line 6d 42 1
i 43 Taxable income. Subtract Ime 42 from line 41. If line 42 is more than line 41, enter -0- 43 I 209 , 087 .
• All other.': ,I 44 Tax. Check if an"J tax is from: aD Form(s) 8814 b 0 For m 4972 44, 46. 3_._
_ _
i S'ne'e 0' I 45 Alternative minimum tax. Attach Form 6251 45 ~~_~ __

I Ma,""a
I seoaralely,
filing 46 Add lines 44 and 45 ..... ~_I 44
-~
. 463 .
7'--"3_4"-~.
1,1 ... - ....... !
1 $""50 47 Foreign tax credit. Attach Form 1116 if required 1---"-,47 ,1
iI lo,ntly
Married filing
or 48 Credit for child and dependent care expenses. Attach Form 2441
I
48
I
I
::Jda~~~r~ I' 49 Credit for ttle elderly or the disabled. Attach Scheduie R . U54~09! 1
I
S10 gOO 50 Education credits. Attactl Form 8863 I.."".
50--+ 1 _
iHead 01 51 Retirement savings contributions credit. Attach Form 8880 l_51 I

!
household, I ~
1 52
$5000 Ciliid tax credil (see page 42). Attach Form 8901 if required ~h--------'-
I
l . . _ _ 53 Credits from Form: a [ ] 8396 b D 8839 c 0 5695 L-i:J~+------------
54 Other credits from Form: a D 3800 b 08801 c r-j Ls.iJ --~--------I
55 f\dd lines '17 tlJrough 54. These are your total credits 55 734 .
______.i6 Subtract Ime 55 from line 46. If line .55 is more tllan [lile 46, enle, -0- ~ ~ I ;5:6 ~j ~ 729 _!_
Other 57 Sell-employment tax. Attach Schedule SE 57 i ~~J3.l!_
Taxes 58 Unreported social security and Medicare tax from Form: a C 4137 b e 8919 r::t=8
59 Additional tax all IRAs, other qualified rek::ment plans, etc. Attach form 5329 If required 59 __
60 Additional taxes: a.
_______6_1__Add lilles 56 throu(ll~ 60. ThiS is your total tax
Payments 62 Fo',,,liewm' ,", with ho'd rcom fmm, W-' ,eO 1099
CJ
AEIC payments b L ! Household employment taxes. Attach Schedule H
~ ~ 63 t008 estimated tax payments and amounl apPII.ed 1rom2.00. 7 return

II you nave 64 a Earned income credit (EIC) .. .... .
L62l" ~
I 23_
64a
1
2 LJ3 ~
41_,-O_QQ....
~
1- ~
~6l..j_~
IS TAT EMENT 8
I
__=2lL.§l_£--.
_
<3 qualifying
Child, attach
I
b ~ontaxable combat pay election
I '"
~ L..§..4l. ------~-
L I
I I
'
I I
I Schedule EICJ 65 Excess social security and tier 1 RRTA tax wltilheld (see page 131)STHT 7 65! 10. I
66 Addltlona! child tax credit. Attach Form8812 I 66 I I I
67 Amoullt paid Witll request for extension file (see p~ge 61)
\0 L--rr-l ----r
68 Credits from Form: a D2439 b 04136 c I J8801 d D8885 ~_ ~--1 I
69 First-time homelJuyer credit. i\ttacll Form 5405 l 69J--- - ~ I

70 Recovery rebate credit (see worksheet on pages 62 and 63) I 70 I
'--'--"---'--
71 Add lines 62 tllIougr, 70. T_b~_Q..~rnolJlJ.91a~ts __ ~ _l1J 6 2~JL._
Refund
Dlrecl deposll?
See page 63
and fill
73c. and 73d.
III
or Form 8888
73b ~
72 If line 71 is more than line 61, subtract line 61 tram line 71. This is tile amount you overpaid
73 a Amount of line 72 vou want refunded to you If Form 8888 is attached, chec~ here
Routing
b number
I ~ C Type
0 I ,-
74 Amount of llile 72 you want applied to your 2009 estimated tax

Account I
Checking ~J Savings ~ d number L _ _--,-
~ I 74 L
~ [ __J
8 ,.6... 69.
---j
c: 72 I
17~3=a-+I--
8 669.
r
Amount 75 Amount you owe. SUbtract Ime 71 from Ime 61. For details on how to pay, see page 65 . . .. _ ~ 75 1-- _
You Owe 76 Estimated tax enaltv see aoe 65) 76 1 67 .
Third Party Do you want to allow another person to discuss tllis return WltI, tile IRS (see page 66)? lXJ Yes. Complete the following. D No
Designee ~~~~;ees~ PREPARER ~~one~ ~~~~~~:~'~~~llf'C"IIOn~
Sign Under penalties of perjury. I declare that I have examined thiS return and ac;companYlng schedules and statements, and to :ne best of my knowledge and belief. they are true, corre::!,
and complete. Declaration of preparer (other than tax.payer) IS based on all information of which preparer hil$ an)' knowledge
Here Your slgna.ture Date I Your occupation I Dayllme pllone number
JOint return?
See page 15
Keep a copy
for your
~ Spouse's signalure. If a JO'nl retur
--t- ---t-"~O~~V~E=R=N_'__'"O=R_~
I Spouse's occupal'on
~ _
records
CONSULTANT
Paid Preparer's DOlte Ctleck if self- Preparer's SSN or PTIN
Preparer's slgnalure I ____----"I_e_mp_'O_ye_d--,"==LJL _P~ Q 19_!.t8 4 _

Use Only £1p[lDQR & JONES LLP I I EIN 1.tL 2984516
~ 2-.AJ.A.. EXPOfU'l'I9..N BLVD 1 __ SUI.'J'_~__ BC_=-2 3 0 E~e' "';;J,2 ~ 17 2 - OB.5 __
AUSTIN, TX '7 f3 '7 0 3 _ ___
OM8 No 1545·00~4
SCHEDULES A&B Schedule A - Itemized Deductions
(Form 1040)
Department of the Treasury
~ Attach to Form 1040.
(Schedule B is on page 2)
See Instructions for Schedules A&B (Form 1040).
2008
Interni:ll Revenue ServIce (99)
NClrnelSj sho ..... n on Form 1040 Your social security number
JAMES R. & M. ANITA PERRY
, 1
Medical Caution. Do not include expenses reimbursed or palo by others.
and 1
2
Medical and dental expenses (see page A 1) ..
Enter amount from Form 1040, line 38 L2.1 1-'1---c-
!
Dental
Expenses 3 Multiply line 2 by 7.5% (.075) -131
4 Subtract line 3 from line 1. If line 3 IS more than line 1, enter ·0· r 4,i
Taxes You 5 State and local (check only one box):
!
Paid a o Income taxes, or
}
SEE .. STATEMENT 11
5 2
8~l
(See b [X] General sales taxes
page A2) 6 Real estate taxes (see page A5) 16 4 866.1
7
8
Personal property taxes.
Other taxes. List type and amount
J. ~ I
I
~------------- ------------------------ I
8 i
-------------------------------------
9 Add lines 5 throuqh 8 . 19 I 7 704.
Interest 10 Home mortgage interest and points reported to you on Form 1098 clQ. t--.-12.1-2L8l
You Paid 11 Home mortgage interest not reported to you on Form 1098. If paid to the person
from whom you bought the home, see page A6 and show that person's name,
(See identifying no., and address I
I
page A5)
~-------------------- ----------------- 1
~12
L-----~
I
Note, 11 I
Personal
Interest is
12 Points not reported to you on Form 1093 _-----j
not 13 Qualified mortgage insurance premiums (See page A6) 1134 I
deductible. 14 Investment interest. Attach Form 4952 if required. (See p3ge A6) . .
i ,
_ _ _ _ _ _ _1'-"5'----A'-'-"-dd"-"-lin-"e'-'s'-1:..:0'-t'-h"-'ro,--'u='-'h-'1-'4~~~~~~~~~~~~~_~~~~~~--,----T~
_ _~ __--'1_1'-"5:-;-i_ _",1.:=2 [ 2 18 .
Gifts to 16 Gifts by cash or check . .. . SEE STATEMENT 9 16 37 986.
Charity 17 Other than by cash or check. If any gift of $250 or more, see page A8.
If you made a
(jlft and qat a
18
You must attacll Form 8283 if over $500
Carryover from pnor year
~-----
benefit for it,
see page A-7. 19 Add lines 16 through 18 1191 37,986.
Casualty and
Theft Losses 20 Casualty or theft loss(es1. Attach Form 4684. (See DaGe A8.\..
Job Expenses 21 Unreimbursed employee expenses· Job travel, union dues, job education, etc.
and Certain Attach Form 2106 or 21 06·EZ if required. (See page A·9.)
Miscellaneous I
~QliIQIt ~ANP_ r:RQF'.~S_S]:.9l1b-~_J2Q~S 6_2_.
~
Deductions
r2'-'-1+---
22 Tax preparation fees 22 750.1
(See
23 Other expenses· investment, safe deposit box, etc. List type and amount
~EIiQl1_K_-J_ ~ _:R~YQC_A_BJ,~_~~])~)2 _ '-1
page A·9) TRUST STATE AGREEMENT FBO
-------------------------------------
:RICX _P_El'-E-:¥ _I2TQ _9_-_1].:: ~ § I ,-2_1_0_. 23 7 210.
24 Add lines 21 through 23 24 On...... 8 ,
277 667 -lJ-,--_=5..L,=5- ", 5,.: :3~.1

25 Enter amount from Form 1040, line 38 .
26 Multiply line 25 by 2% (.02)
27 Subtract line 26 from line 24. If line 26 is more than line 24. enter ·0· ........... 1271 2[469.
Other 28 Other· from list on page A·1 D. List type and amount
Miscellaneous ~
Deductions
---------------------------------~-------------I
-----------------------------------------------I~
j1sTHTJO~~ U
Total 29 Is Form 1040, line 38, over $159,950 (over $79,975 if married filing separately)?
Itemized L'..::J No. Your deduction is not limited. Add the amounts in the far right column
Deductions fm lines t, through 28. Also, enter this amollnt on Form 1040, iine 40. 59,200.
[X] Yes. Your deduction may be limited. See page A1 0 fer the amount to enter. I'
30 If vall elecl to itemize c!"rillctions even t:1Ouah they are less Ulan your standard deduction, Cllcck Ilere >- L'~
.'-'-'-"c:...:.:c"-"-~~"_-'="-'-- _
LHA 819501 11·10"'0 For Paperwork Reduction Act Notice, see Form 1040 instructions. Schedule A (Form 1040) 2008
4
14060812 786859 630 2008.03051 PERRY [ JAMES R. 630 2
Scr.eaules A&8 (Form 10401 200B GMB No 1545-087<1 Pogo 2
Name\s) shown on Form 1040 Do not enter name and social se:::LHlly nL..'mbe~ I~ shown on page 1 ! Your SD:::I()I security number
JAMES R. & M. ANITA PERRY I

Schedule B - Interest and Ordinary Dividends
Attachment 08
Sequence No
Part I List name of paye~_ If any interest is from a seiler-financed mortgage and the buyer used th" Amount
Interest property as a personal residence, see page 8-1 and list this interest first. Also, show that
buyer's social security number and add~ess ~
PLAINSCAPITAL BANK !
<----~-~~-
219.
FROM K-1 - J. R. PER=R,-"Y,----"C,.,.O,,-"-, _ ~ -----.l.2J-'
FROM K-1 -- REVOCABLE BLIND TRUST STATE AGR~EMEN~_
Note. If you
received a Form
1099-INT,
Form 1099-010,
fBO RICK PERRY DTD 9-13-96
=-~
f-------
f---
or substitute
statement from
a brokerage firm,
~
list the firm's
name as the
payer and enter
the total Interest
shown on that
form.
-----------------------
----I f---+-------
2 Add the amounts on line 1 2--l-- 17.2 __
3 Excludable interest on series EE and I US savings bonds Issued after 1989_ I
Attach Form 8815 3 I
4 Subtract line 3 from line 2. Enter the result here and on Form 1040, line 8a ~ I 4 377 .
Note. If line 4 is over $1 ,500, you must complete Part III. ~~-=---'I--'-+--- Amount
Part II
Ordinary
5 List name of payer
MELLON INVESTOR _SJ~RVICAS
~
. _
===_-_ 3.
Dividends MELLON INVESTOR SERVICES _ _---""2 8 •
FROM K-1 -:- R~YQ5:ABLE "BLINI2~' TRUST AGREEMENT FB_O_ I ~--- _
ANJ1'lLPERRY _ [ ---.ll2.....
,
FROM K-1 - REVOCABLE BLIND TRUST ~ThTE AGREEMENT
Note: If you FBO RICK PERRY DTD 9-13-96
received 2 Form
1099-01V or
substitute
statement from
a brokerage firm, 1-------------
list the firm's 5
name as the
payer and enter
the ordinary
dividends shown ~----- -----
on that form
r- -
~---~--
I--~~-~
1----
6 Add the amounts on line 5. Enter tile total here and on Form 1040, line 9a --------~~J ~_J QAl..
Note, If line 6 is over $1 ,500, yOLi must complete Part 111_
Part III
Foreign
Accounts
and
You must complete this part if you (a) had over $1 ,500 of taxable interest or ordinary dividends; or (b) h3d a foreign
account,J:Jr.,(Y) received a distribution from or were a grantor of, or a trClnsferor to, a foreign trust
7a At any tllll~ during 2008, did you hove an Interest III or a signature or otller authority over a financial account III a lorelgr~
cOllnlry, slIcll as a bank account. securities account, or otller financial account? See page R-2 tor exceptions <1:1d 1lllllQ
requireillents 101 ~orlTl TO F 90-22.1
_~~_
R II
I
'
res
I
No
_
_X __
Trusts b If "Yes," ,'nler tile 1111110 of the fOlel'1n countl'! ~
.~ During 20()2, did yOLi receive a disirilJl,t'OIl from, or :;cre y~l;-the grantor of, or trc,llsk,cr to, a foreign trltst:;--- II
1327501
11-11-08 If "Yes," you may Ilave to file Form 3520 See page B-2. X
LHA For Paperwork Reduction Act Notice, see Form 1040 instructions. Schedule 3 (Form 1040) 2008
5
14060812 786859 630 2008.03051 PERRY, JAMES R. 630 2
SCHEDULE D Capital Gains and Losses OMB No 1545-0074
(Form 1040)
~ Attach to Form 1040 or Form 1040NR.
~
~ See Instructions for Schedule 0 (Form 1040).
Use Schedule 0-1 to list additional transactions for lines 1 and 8.
2008
Internal Revenue SerVice (99)
Name(s) shown on return Your $0:::1<)1 security number

I PartllShori-Term Capital Gains and Losses - Assets Held One Year or Less
'(b)
(d" ~
I I
(a) DeSCrlpl,on of prapert,' I Date",:•
acquired (e) Do:. 5, old I J a l e s prlC,=
, (e) Cesl 01 (I) Ga,n DC (1055)
_____ ",,""" wo>" "ce" i ,Mo "'P' , ,M, ,,' '" I -'-------t M," ","" l_s_u_bt_ca_c_tI_e!_from (el)
[ I ----1
-----------------------1~ l------f------- .----t------
I I i
I, I
-------------- I I I
i I
-------------- I 1 I
2 Enter your short-term totals, if any, from Schedule 0-1, Ime 2 I 2 - -- -
3 Total short-term sales price amounts.
Add lines 1 and 2 in column (d) I 3
4 Short-term gain from Form 62 52 and short-term gain or (loss) !
5
from Forms 4684, 6781, and 8824
t~et short-term gain or (loss) from partnerships, S corporations, estates. and trusts
I·-~-~------
6
from Schedule(s) K-l SEE STATEMENT 13
Short-term capita: loss carryover. Enter the amount, if any. from line 8 of you, Capital Loss I: II <212 ,In.;>
Carryover Worksheet In the instructions
171 <212,747.>
(a) DeSOI()tlon of properly (e) Dalesaid (d) I' (e) Cos: 01' I (I) Ga'n or (loSS)'
(Example. 100 sh XYZ Co.) .. (M o. d )
ay. yr.
S<lI'~S prlc~ I other ba~:__
~
Subtract (e) from (d)
8 -+---'----'----I--'------LL i I
-+ 1 1--,
--~~-=--- - - --
~
----t--T-
1--
j-
-l i
i
J____
I
l---
9-E-n-te-r-your-l~ng-.-te-r-m-t-o-ta-l-s-, 9 ~I,:9 1
1~=.~~-=
1;1
I-f'-a-n-y,-f-ro-m-S-c-h-edule 0-1, line I [_____
10 Total long-term sales price amounts.

Add lines 8 and 9 in column (d) 01
11 Gain from Form 4797, Part!; long-term gain from Forms 2439 and 6252; and
long·term gain or (loss) from Forms 4684. 6781. and 8824 11 _ _. _
12 Net long term gain or (loss) from partnerships. S corporations, estates, and trusts
fromSclledule(s)K-l. SEE STATEMENT 14 ..J2i-<351~2_._>
13 Capital gain distnbutions SEE STATEMENT 15 ~ ()__..
14 Long-term capital loss carryover Enter the amou'lt, if any, from line 13 of your Capital Loss I 14 I(
Carryover Worksheet in the instructions .L......11.JL J
15 Net long-term capital g<lin or (loss). Combine lines 8 throUg~l 14 in column (I). Then go to I I
Part III 0~e--=2,-----,-,-----,-,-----,-,-----,-~ I 15 < 354 ,776. >

LH/\ For Paperwork Reduct,)n .I'\ct Notice, see Form lO~O or Form 1040NR instructions. Schedule 0 (Form 1040) ~O()G
e'2'C511 11-08-08
6
14060812 786859 630 2008.03051 PERRY, JN1ES R. 630 2
Joneaule D rForm 10401 2008 J AME SR. & M. AN I TAP ERRY aoe 2
L£'art III I Summary -----------------------_.--------~-~------------
16 Combine lines 7 and 15 and enter the result ~16~1--~<567r523.>
If line 16 is:
• A gain, enter the amount from line 16 on Form 1040, line 13, or Form 1040NR, line 14. Then
go to line 17 below.
e A loss, ski;:> lines 17 through 20 below. Then go to line 21 . Also be sure to complete line 22
• Zero, skip lines 17 through 21 below and enter ·0· on Form 1040, line 13, or Form 1040NR,
line 14. Then go to line 22.
17 Are lines 15 and 16 both gains?
n Yes. Go to line 18.
o No. Skip lines 18 through 21, and go to line 22.
18
19
Enter the amount, if any, from line 7 of the 28% Rate Gain Worksheet on page 0·8 of the
instructions
Enter the amount, if any, from line 18 of the Unrecaptured Section 1250 Gain Worksheet on
page 0·9 of the instructions.
18
19
1------
I
20 Are lines 18 and 19 both zero or blank?

[.J Yes. Complete Form 1040 througil line 43, or Form 1040NR through line 40 Then complete 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.
[][] 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 all Form 1040, lille 13, or Form 1O,~ONR, line 14, the smaller of:
•
•
The loss on line 16 or
($3,008), or if married filing separately, ($1,500) } SEE STATEMENTJ,6 21 3 rOO 0 .)
Note. When figuring Wilich amount is smaller, treat both amoullts as positive Ilumbers.
22 Do you have qualified dividends on Form 1040, line 9b, or Form 1040NR, line 10b?
[XJ Yes. Complete Form 1040 throug~ Illle 43, or Form 1040NR through lille 40. Tlle:1 complete
tl18 Qualified Dividends and Capital Gain Tax Worksheet on page 38 of the Instructions
for Form 1040 (or in the Instructions for Form 1040NR).
I I No. Complete the rest of Form 1040 or Form 1040NF1.
Schedule D (Form 104D) 2008
820512 11-08-08
7
14060812 786859 630 2008.03051 PERRY, JAMES R. 630 2
SCHEDULE E Supplemental Income and Loss
(Form 1040) (From rental real estate, royalties, partnerships,
S corporations, estates, trusts, REMICs, etc.)
Internal Revenue Service (99) ~ Attach to Form 1040, 1040NR, or Form 1041. ~ See Instructions for Schedule E(Form 1040).
Name(s) shown on return Your social security number
R. & M. ANITA PERRY

Income or Loss From Rental Real Estate and Royalties Note. If you are mlhe business of renting personal property, use
Schedule Cor C-EZ (see page E 3). If you are an individual, report farm rental income or loss from Form 4835 on page 2, line 40.
o
1TLGtthe type and address of each rental real estate properly: I 2 For each rental real estate property listed ifu~
ATRESIDENTIAL RENTAL PROPERTY I online1,didyouoryourfamilyuseit I I
k 51
-~
ps !Ii 7)J ~I
7 during the tax year tor personal purp.oses
for more than fhe oreater of:
I
I A x
B I
~
• 14 days or
. J. R. PERRY CO. - ROYALTY _ • 10% of the total days rented at lair rJ3-----
C
______ [
I rental value?
(See page E 3.)

o
=r C
-+1
Properties Totals
Income:
I
----A------,--~-B-·-~ C (Add columns A, B, and C.)
~ 6'24°1 U~~~
3 Rents received
-.1~oyalties received ... ... 6.271'1

......~.
Expenses:
5 Advertising
6 Auto and travel (see page E-4)
7 Cleaning and maintenance
--=f J --. I
e Commissions CD ---------l____
I
i
--1
9 Insurance 9 I I
10
11
Legal and other professional fees
Management fees
10
11 J 1
12 Mortgage mterest paid to banks, etc.

(see page E-5)
13 Other interest
14 Repairs
R-+-
ctLt-- - ~-----+--- -;1
--
I
I
----14-----
----
I
L-1L
=+= . =E
15 Supplies ---- - - -
16 Taxes
17 UtilltlCS
18 Otller (list) ~
16
17
J_ . -
---__ _
1 1
~ j
._-
_.
-
18 i I
_[ I __
--~_.-
19 I\dd lines 5 through 18 _.19_ ; - - . _ - - - - - - - I

;-- .-tiL
20 Depreciation expense or depfetion (see pagc E-5) ...lQ... 1-- 986. ._----- 20
21 Total expenses. Add lines 19 and 20 . 21 986. .
22 Income or (loss) from rental rea! estate

or royalty properties. Subtract line 21
!
from line 3 (Ienls) or line 4 (royalties).
If the result is a (loss), see page E-5 to
find out if you must file Form 6198 22 6,240,1 5,285.
23 Deductible rental real estate loss. Caution.
Your rental real estate loss on linc 22 may
be limited. See page E-5 to frnd out if you
llluSt file Form 8582. Real estate professionals
I
must complete Irne 43 on page 2 i 23 )I( )
24 Income. Add posillve amounts shown on line 22. Do not include any losses. 24
25 Losses. /\del royalty losses fron~ line 22 and rental real estate losses from line 23. Enter total losses here ,..1Li.
..
26 Total rental real estate and roy,1lt'l income or (loss). Comll:,!e I:nes 24 and 2S.i:nier the result tlere.
. ,
If f].arts II, III, IV, "nd line 40 on I'c'J'> Il,O no, apply 10 you, also C,her IbiS amOll,ll';.I, nrm 1040,
I
~J__------,l=....ol-,~~~_
0
line 17, or FOII1l 1040NR. rrne 18. Olliel ':i1S~, rnclude tillS amount in tile totnl on line 41 011 page 2
821491 11-10-CS LHA For Paperwork Reduction Act Notice, see instructions. Schedule E (Form HHG) 2000
8
14060812 786859 630 2008.03051 PERRY, JAMES R. 630
Scheaule E 'Form 1040\ 2008 Attachment Seauence No 13 Page 2
Name{s) shown on return 00 not enter name and ~;)clal security number If snown on page 1 Your social security number

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 f!"Om 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 a Prlo: year due to the at-risk or baSIS limitations, a prior year unallowed loss from a
passive activity (if that loss was not reported on Form 8582), or unreimbursed partnership expenses? 0 Yes LX] No
If ou answered "Yes" see oaoe E-7 before com letlll this section.
l(b)Enler Plo'l (c) Check I (d) Employer (e) Check I;
28 (a) Name I partnerShip S Illorelgn any amoun~ 15
~or S corporation partnership idenliflcatlon number not at risk
~DI
~I_'~P_E_R_R_Y~C_O_'~~~~~~~ __~~~~~~='~~~_
f1-
Passive Income and Loss
= ±- I
75-1642655
Nonpassive Income and Loss

J ...
--
I
(f) Passive loss allowed (g) Passive income (h) Nonpassive loss (i) Section 179 expense ?I (j) Nonpassive Iilcome
(attach Form 8582 if required) from Schedule K-1 from Schedule K-1 deduction from Form 4562~ from Schedule K-1
--
+== t
20,358.
=u=
l
--
29 a Totals
30
b Totals l
Add columns (g) and (j) of llile 29a
I
I
30
20L-~_~
20 / 358.
31 Add columns (f), (tl), and (I) of line 29b 31
32 Total partnership and S corporation income or (loss). Combine lines 30 and 31. Enter ttle
resull here and include Iil the tolal on line 41 below 32 20 358.
Part III Income or Loss From Estates and Trusts
I ( b ) Employer
33 (a) Name
I Identification number
~_~_
B
SEE STATE=M=E=N~T~1~7~ _ ~t-- ----~=
----rw-----
I
------ ------
Passive Income and Loss Nonpassive Income and Loss

--- ----~---
I
(c) Passive deduction or loss allowed (d) Passive Income (e) Deduction or loss (f) Other Income from
(attach Form 8582 if reqlJlred) from Schedule K-1 from Schedule K-1 Schedule K-1
I
----t-
A I
~---_.
+--I
--
.- -----~._-------
~
----_._---------~~---
34a Totals I 24,224.

._~--=
b Totals 2.
35 Add columns (d) and (f) of line 34a 35 I 24,2_?.A........_
36 Add columns (c) and (e) of line 34b 36 I ( 2. )
37 Total estate and trust income or (loss). Combine Ililcs 35 and 36. Enter the result here and include in ttlC total on line 41 below 37 I 24 222.
I Part IV I Income or Loss From Real Estate Mortgage Investment Conduits (REMICs) - Residual Holder
--
38 (a}_N_a_m_c
~
. __ (b) Employer
identification number
I (c) Excess inclUSion from d) Taxable Iilcome (net
[~~edules Q, line 2c \oss) fromlineSchedules
1b
a,
I (e) Income from
Schedules Q, llile 31J
1 I _ _---.J
e) ani. Enter the result here and include In the total on line 41 below
-------t---+-----~----
39
-----,--,---------_._ .... _ - -
40
Total income or (loss). Combine lines 26, 32. 37, 39, and 40. Enter the result here and all Form 1040, lin~ 17 or Form 1040Nfl. line 16 56,105.
Reconciliation of farming and fishing income. Enter vour gross farming and fistling income
rcported on Form 4835, line 7; Sclwclule K-1 (Form 10G5), box 14, code 13; Scl1Cdule f(-1
(Form 1120S), box 17, code T; and Schedule K-1 (Form 1Ot11), line 14, code F(see page E-8) !--,4'=-.2- ' - - - - - - - - - - - 1
43 R,;conciliation for real estate professionals. Ii you were a real eslale profeSSional (see p.lqe E-2).
entu the; ,-,et Income or (las:.:) you re~l'rtc:.J ,1I',:./v,'llere on Form 1C·1O or Form 1iJ4Gr-JR frorl~ Cl:1 rer'.tCiI le::1 estate
I 43 - - - - - - - - .. - ---
Schedule E(Form 1040) ;,C08
821501
11-10-')3
9
14060812 786859 630 2008.03051 PERRY, J.~ES R. 630 2
INCOME FROM PASSTHROUGH STATEMENT, PAGE 1 2008
SCHEDULE E
Name JAMES R PERRY _ SSN/EIN
Passthrough;J R PE"-,R",R~Y=----"C~o.•. _ ID 75-1642655 TAXPAYER _
PARTNERSHIP
!
NONPASSIVE
SCHEDULE E, PAGE 2
L K-1 Input
I---------i
Prior Year Unallowed

Basis Loss
I Disallowed Due toll Prior Year Unallowed !Disallowed Due to
Basis limitatloll At-Risk Loss At-Risk
I Prior Year
Passive ID.isallowed Passive
Loss 1 Loss I.. Tax Return
Ordinary business income (loss). ~ 26..J.il....
Rental real estate income (loss)
Other net rental income (loss)
Intangible drilling costs/dry hole costs ~
Self-cr,arged passive interest expense _
Guaranteed payments
Section 179and carryover
E ---1-----j----
I 1---
t---~
-~. .- I I-~. -= ---. -.--1

....
~~:~i~:;:::~~:;hec 26 "j_ ~-+I~ -~ _---=~~--+ --T=--=-=---j~~·~'"·
Disallowed. section 179 expense
I
l -----t-
t
Cost depletion
Percentage depletion ~ I ~
Depletion carryover . ---~ --- -j J 1--------1- I
Disaib'Ned due to 65% limitation . ------ ------- ----~. =1 -~ ----.4-----.--.-l

Un,'81;llbursed expenses (non passive) L _ _ _ -I
Nonpassive other . L <5 760. I -----t I ----+-------l <_5....l.§.OJ2_
Total Schedule E (page 2) . 1_ 20 358 I:::: : ~ I 20 35JL.
I For~M 4797
Section 1231 gain (loss) . I-- + I f------+ ---I
Section 179 recapture on disposition
______ SCHEDULED ---- l ~ I I ~
Net shon-t",rrn cap. gain (loss) ~ . _
[:~~i:n 125~~n~~c:~:2s:~~~ 1=
Net long-term cap. gain (loss) -- 1---_____ _ _
J --1=---------J
==i= d
! c-- _
Investm!".n~t .sc~.
interest expense - AI_ I --------- t-----__~
0'"" cd ,c,""mecH ,ocome ~ . I
[ ITEMIZED DEDUCTIONS I __ _ _
~ -- JI ~ ~
.i
Charitable contributions. .
De"".cto" "I,ted to portlolo 'pcome I
Oth"" . t=== -
83
f---
I _
L
I
83.
J
10
82155 ~
(1:.-25-03
SCHEDULE E
r~",me JAI1ES --'L PERRY SSN/EIN
J
?~',ssthrough LR PE~R~R-"Y---,C"o,"",.~ _ ID __~J642655 _1'l;_X_PAYl';.~. _
PARTNeRSHIP
Prior Year Unallowed Disallowed Due to 'PrIOr Year Unallowed I Disallowed Due to Prior Year Passive Disallowed Passive
NONPASSIVE K 1 Input BasIs Loss BasIs limitation At-Risk Loss At·Rlsk Loss Loss Tax Return
L_ INTEREST AND DIVIDENDS
'''c''~1 '"come
Interest from U.S bonds I
m
i ~
>53'j
Ordinary dividends ! I
Qualified dividends I I I _ I -- I
Tax-exemp _ _
=i= -----E: W~
[
"FORM
"6251
""""co, : - - - - - j - - - j1
m,
t-==- I I --J t=---=t=----=--j-
t-----j ,-"--~
AdJUste~
DepreCiation
- -- - - ;after 12/31/861 _ _ _ _ _ ,
j =t
- adJustmen I __-{_
aln or loss
=3 l
_ -=r-- -+-- ----J-----:
_ __ .£11..
Olh,~ "~
's J""m," 6
±_
l __ .__
AM..T.. a.d.
[D,pl,l,o"
9
BeneTlcldry(0 I) _ _ _ __ __ _ I _
_.
I _
L 1 - -..
ther than 01 I _ _ __ . _
Self·employ.
MISCE.
g (1",jlW,g"
LLANEQUS
&flshlng 6~_.
. . . inc . ... .
2L
- - I -
_
26
~_
-- - =r l .
_
_ __
._j
-Royalties me"l ' 'letion
_+-=--1
_ _t
_ _ __ _ ___
GW%I"mm ' .' ' ' ' ' 9 '_"6,
. _ _
_ . ____._1ll6
. _._
. ,,,,,,/d,o
d g"""""1 ,1 - _
_ -+
~l
_ I
~ :~i~ ~.:est~ . :~:t " J---~

fioy2.ltyeAp C'lP. it" j C . --j _
IJed"I"bol, .... I I
I . __ I __ _ __
~
"Mlhhold'''9 ....
- . I
_~_ffi~ ~- ~ ~ ~ --~~--J~- ~~
1 I
Dependent care benefits
Retirement plans
C""II.,oo 10'0
Qualified production activities income
I- I _ _ t==--
Passthrough adjustment to Form 1040
Penaity on early withdrawal of savings 1-- _
NOL
Othor taYes/recapture of credits.
Credits
Casualty and theft loss J
j=- _
- I _- _ 1- __
11
521552
04~2 5-08
SCHEDULE E
Name li'l-:ES'----'R'-'-'-,----""-cE"R"-R,"Y'--- _ SSN/EIN
Passthrough REVOCbJildE "BLIND" TRUST AGREEMENT FEO ANITA PERRY 10 03-6092780 _ TAXPh.YER _
ESTATE OR TRUST ,----- f I - - I - ~ ,----------
_ i Prior Year Unallowed I
Disallowed _Due to PI ior Year Unallowed Disallowed Due to Prior Year Passive Disallowed Passive
OTHER PASSIVE I K 1 Input BaSIS Loss BaSIS Limitation At-Risk Loss At-Risk Loss Loss I Tax Return
[ SCHEDULE E, PAGE 2 I
Ordinary business income (loss) .

Rental real estate income (loss)
Other net rental Income (loss)
~-
Intangible drilling costs/dry hole costs
~_i
t= .
Self-cha~ged passive interest expense ,I,

Guaranteed payments
Section 179 and carryover
Disallowed section 179 expense
II
Net ir,co~le iJOSS)
First passive other
Second pClsslve other.
Cost depletion
Percentage depletion
Depletion carryover
~ ~
Dis;lliowed due to 65% limitation
Unreimbursed expenses (non passive)
r~onpassive other.
, i _ _ _ _ _l1 - - - - -
--
Total Schedule EO (page 2)
[-- FORM 4797
, +--+ ----
Section 1231 gain (loss) .
Section 179 recaj:Jture on disposi~ +-- I- I

L SCHEDULE D
Net short-term cap. gain (loss)
Net long-term cap. gain (loss) +-----------+-I-
Section 1256 contracts & straddles
--------J --- ~t--

I
~~~kntint:~:~e.:~:~se-sch.A ~ ·---~------l--------
--I- '-- _
Olrler net IllVestmen1Jrlcome ~.~.~~~'---l----------- ~ _
l---~_--'-'IT-"E"M!"-'IL.Z"'E-'='O....':D~,E"_'D~U~C~T!_'I~O'_'_'N~S'___+__- _
Charitable contributions
Deductions related to portfolio income
Other 1
I
I ±- C- - j
_
1
~
j
~
I
12
621551
04-25-08
SCHEDULE E
Name JAMES~R,,-,--.~PO-E",-R,-,-R,,-,-=-Y _ SSN/EIN
Passthrough REVQc;:,a,BLE "BLIND" TRUST AGREEMENT FBO ANITA PERRY ID 03-6092780 _'I'MPA'L~L _
ESTl'.TE OR TRUST
~ear Unallowcd ! Disallowed Due to
*-
I PriorYear Unallowed I Disallowed Due to Prior Year Passive Disallowed Passive
OTHER PASSIVE I
K-1 Input ~-------'2aSiS LOS~ Basis Limitation, At-Risk Loss f- At-Risk I Loss Loss
Tax Return
l INTEREST AND DIVIDENDS I '
interest incorne I ,
Interest from U_S_ bonds ~
Ordinary dividends ~
Qualified dividends _
11~
Tax-exempt interest income _ I
\
Adjusl:::dgainorloss
FORM 6251
.'
Beneficiary's AMT adjustment.
Depletion (other than oil) -.
.
I
r=
I '
I
~
-
~
L- -- --1
,
I
L --- -
-~------
--- ----.
--------
F" MISCELLANEOUS f== f-- I ~ , -----
~
--------t
Seli employment earnings (Ioss)/Wages .----e,--- 1---
I--==t-------=Jf-.----
i
~~::~t::~rnlng & fishing Inc l

Royalty expenses/depletion - _ I - - ---j -- -----j
Undistributed capital gains credit L I

Backup withholding l I
Credit fer estimated tax
Cancell,,:,Oil of debt
I
~ E
t
------
I~ -+ -- -f
t=--==t=-----i
----+----------1
Me(~ica[ :r,surance - 1040

Dependent care benefits
Retirement plans
Qualified protluction activities income
L-
I
------+----------- .-- - - - - -
---1-.
+=
---- - -
=-3---------
---
- -------
----.j
Passthrough adjustment to Form 1040

~~~ItYOC"'IYW'thd"W"Of"YI09' I
~
+- ---~
~ther taxes/recapture of credits
Credits
Casualty and theft loss
l-
L
I
=1
; - --
~I
i
p
__
1
_ _ _ _ _J -
I
I f-------
~
-=-
---.l
t
-I - -----
--------- I
- - - - - l---.J
,
13
821552
04-25-08
SCHEDULE E
Name ,JA11E='-S----'-'R~.___"P_"E'_'_R"'R'_'Y'___ _ SSN/EIN '
Passthrough J\EVOCABLE BLIND TRUST STATE AGREEMENT FBO RICK PERRY DTD ID TAXPAYER,~ _
ESTATE OR TRUST
I ... ~PrlorYear Unallowe~sallowe~ Due ~r1or Year Unallowed f ,Disallowed Due tol Prior Year Passive Disallowed PassiveI ,-l
_-.l"9NP,\SSIVE ~ Input BaSIS Loss BaSIS Limitation At-Risk Loss At Risk I Loss Loss _-+- TaxR~1
L ~CHEDULE E, PAGE 2 I ~
Ordincly business income (loss) L__ 4~0
86 j
Rental real estate income (loss) I __
Other net rental income (loss) 1 _
Intangible drilling costs/dry hole costs
Self-charged passive interest expense
Guaranteed payments
Section 179 21ld carryover
Disallowed section 179 expense
Net income (loss)

40_~
----1-----+ 1----4..Q·-QJ\-!l.·
E=- -j ~-- _ l-}_',~ _¥

f'irst passive other
Second passive other
~l-==-=
Cost depletion
Percentage depletion
Depletion carryover ,
Disallowed clue to 65% limitation
Unreimbursed expenses (nonpassive)

Nonpassive other
~-~
~.1
-~ , t I
1-
r------=-:
I
_ I ~15 864
~.2..
I1
Total Schedule E (page 2) 24 222 24 222.

[ FORM 4797 I t-
~-~=-EIL2,~H'l~:>.1
Section 123', gain (loss)
Section -liS recapture on disposition
~_SCHED_ULED
Net shorHenn cap. gain (loss)
Net long-term cap. gain (loss)
Section 1256 contracts & straddles
__
m..
----=<"-'3~5~
<212 8=-
~ +=
1= E .I =::::r:=-------- <_3~_L]J3]~
r FORM 4952
Investr'lent interest expense - Sch_ A
Oth8r I,et investment income
~it~:I~~~~~~~~~~CTIONS
Deduc\icns related to portfolio income
O\l,e:
'I
7 210.,
I
I
II
;
I
-t- ==t=
:I=-------t--
1. ~,
F--- =1
~
L
L
--E 7~nJL~
--I
14
821551
04-25-05
SCHEDULE E
Ndme JAMES -,R,,-,,--,_P"--"'E'-'R'-'R-"-Y _ SSN/EIN • • • •_'..-
Passthrough REVOCABLE BLIND TRUST STATE AGREEMENT FBD RICK PERRY DTD 10 _Tt,XP AY'-'E"'R-'---_ _
ESTATE OR TRUST
I
I Prior Year Unallowed I DisallowedDue 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
~~'-"J.l'-L"VV""" ~ ......
I INTEREST AND DIVIDENDS

interest income I 5 ___ 5~
Interest from U.S. bonds
Ordinary dividends 27 900 -------- ~-
27 900,
Oualified dividends 21 706 21~}QL
Tax-exempt interest Income .. 1 011 I

C-- FORM 6251 I
1 OJ.L.
DeprE;ciation adjustment after 12/31/86

I
±====f==
Adjusted gain or loss f--------
Beneficiary's AMT adjustment 1---
Depletion (other than oil)
[
Other
MISCELLANEOUS =t= I-----~
Self-employment earnings (Ioss)/Wages
Gross farming & fishing inc t
-- .L..-_. --~
Royalties
Royalty expenses/depletion C --
~
Undistributed capital gains credit -
Backup withholding.
Credit fcr c'stirnated tax.
Cancellation of debt [
-+ =t=
t=
Medical insurance - 1040 1 ----------
Dependent care benefits I I
I
1= t
Retirement plans f-------.--
I
I
~
Oualltled production activities IIlcome ..
P,,,'h,0"9 h 'dJo"m'o' to foem 1040
Penalty on early withdrawal of savings
-----+
~lOL -
Other taxes/recapture of credits. I --
Credits
Casualty and theft loss t
I
_.
15
821552
O':-25-C3
Schedule of Mineral Interest Properties - Summary
•
Identifying Number! i Taxable income including NOL carryover. 209,087.
986.
~~::I~:~::p~:~~ention
Name
I o.
Taxable income before % depletion . 210,073.
JAMES R. & M. ANITA PERRY I 65% of taxable income . 136,547.
Property Property Gross Royalty Severance
Number Description Income Paid Tax
A 1 p".R. PERRY CO.

B 2 I
C
D
E - - - ------ - - I-- - - - - - - - - - - -
FTOTAL
A
B
Depreciation
--
Amortization
Operating
Expense
+- Overhead
Expense
I
IDC
Expense
Dry Hole
Costs
C
D
E
F
- - - I- - - - - -
Other
Expenses
_. --------
Net Income
Before Depletion
------- -
% Depletion
1--- % Depletion Limited
to Net Income
- - - - -
% Depletion After
-
Quantity Limitations
- -
--r
I
- -
Adjusted
Basis
- - - - -
I
A 986. 986.
B I
C I
D
E
F
- - - - I- - - - - - - - j - - - - - - - - - - - - -- - - - - - - - - - - -
986.
- - -._-----
986.
- - - - - - - -
Beglnnln~ Production
Cost
Prior Year% Greater of Cost * Limited %
Recoverables Depletion
Depletion Carryover or % Depletion Depletion
I
A 986. 986.
B
C
D
E - - - - - ------ ------- - ------- - - - - - - - - - - - - - - - - I-- - - - - -
F 986. 986.
* Allowable Net Income
% Depletion C/O Excess • Net Income for
Excess Depletion
Depletion After Depletion
To Next Year IDC Excess IDC Calc.
A 986. <986.>
B
C
D
EI- _ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ~----- -
F 986. <986.> I
* "Limited % Depletion" - has been limited to 65% of Taxable Income

* "Allowable De~letion" - Greater of "Percentage Depletion" or "Cost Depletion" after calculation for the 65% taxable income limitations
or "Non-Oil & Gas Depletion"
* "Net Income for Excess IDC CALC" - 1,:1S been reduced by "Allowable Depietion' zUld "Excess IDC" has been added back_
813,01
1')-~,!-Ct1
JAMES R & --
M- ANITA PERRY _. --._-
Depletion Statement Number: 2 Depletion - Net Income 2008
Descri,Jiion of Depletion Statement:

I
Prop
No. I
Property
Description
Gross
Income
Roy,lty P,;d
Amortization
I S,",,,"ce
Tax
Operating
Expense
IDC
Expense
Dry Hole
Depreciation
Less 1245 Overhead OHler Net
Costs Recapture Expenses Expense Income
I
I
I
_I
I
I
~tal
I I I
!
I
I
I i
825551 O~-25-C8
JAHES R. & H. ANITA PERRY
2 Percentage, Cost and Preference Depletion - Page 1

I Depletion Statement Number: 2008
I D"""'l" " D,pletioo 51""","' PASSTHROUGH 5

Prior Year Adjusted
Percent Percent Greater of Disallowed Beginning Ending Basis for
~ Prop Property Depletion Depletion Cost Cost or Due to 65% Allowable
Excess
No. Description Accumulated Accumulated Excess
Available Carryover Depletion Percent Depletion
Depletion
Limitation Depletion Depletion Depletion
I
I
I
i
II
I
!
I I
I
i
I
I
ITot81_L
I
825553 04-25-08
[
L I
I l I
JAME~ E. & M. ANITA PERRY
I Depletio" Statement Number:
2
Percentage, Cost and Preference Depletion - Page 2
.. 2008
I f
Description of Depletion Statement:

PASSTHROUGH 3__
i Cost
Total Remaining Cost
Prop I Property Description Cost Accumulated I Current Year I Estimated
Depletion Cost Depletion
1 from Basis After Beginning Current Year Depletion from Total Cost
No. Depletion Payments Payments Payments Payments Res. for Cost Production Rate Production Depletion
i
I
I
I ! I
L-~
I
I
I I
IT'" I.
I I
825311 O~-25-08
JAMES R. & M. ANITA PERRY - - - - - _ . _.. _ - -
Depletion Statement Number: 4 Depletion - Net Income
~
2008

--
Prop Depreciation
Property Gross Royalty Paid I Severence Operating IDC Dry Hole Less 1245 Overhead OUler Net
No. , Description Income Amortization j 1 ax Expense Expense Costs Recapture Expenses Expense Income
i I
r
2: I
I
I
i
I
I
I
I
I
I
I
~
I
825551 04-25-C3
I
i
I
I
I
--------'
,L
~---
--
Deolction Statement Number:
4
Percentage, Cost and Preference Depletion - Page 1
20084,
Descriotion of Depletion Statement:

RENT & ROYALTY 2_
I
Prior Year Adjusted
I Percent Percent Greater of Disallowed Beginning Ending I
Basis for
Prop Property I
Depletion Depletion Cost Cost or Due to 65% Allowable Excess
No. Description Accumulated Accumulated Excess
Available Carryover Depletion Percent Limitation Depletion Depletion

Depletion Depletion Depletion
I
21
1
I
ITotal
I
825553 0":-25-03
Jp~ES R. & M. ANITA PERRY
-
2008
Deoletion Statement Number:
RENT & ROYALTY 2
I I i Total Cost
Depletion I Remaining
..
Cost
Cost
Depletion
Prop Property Description Cost Accumulated Current Year Estimated from Basis After Beginning Current Year
I
I
No. Depletion from Total Cost
Depletion Payments Payments Payments Payments Res. for Cost Production Rate Production Depletion
--
i
I
i
I
I
I
I
I
I
Total --.L I I __ I_
32531 i 04-:~-06
u A.M..t;::; .t<.. .I:'.t;KK'i.
I Depletion Statement Number: 6

Depletion - Net Income 2008
1
1=
I
I
Depreciation
Prop Property Gross Royalty Paid Severence Operating IDC Dry Hole Less 1245
Overhead Other Net
No. Description Income
Amortization Tax Expense Expense Costs Recapture Expenses Expense Income
I
I
,
i
Total
825551
I
O";'·::'5-C5
I
I
I
J
L.! A...r\l.t;::i K. l-'.t;KKJ:
Depletion Statement Number: 2008
Descriotion of Depletion Statement:

PASSTHROUGH 1
Prior Year I I
.~
Adjusted
Prop
I Percent Percent : Greater of Disallowed Beginning I Ending Basis for
I Property Depletion Depletion Cost Allowable
Cost or Due to 65% Accumulated Accumulated Excess Excess
No. I Description Carryover Depletion Depletion
Available Percent Limitation Depletion Depletion Depletion Depletion
:
I
I
I
I
I
I
ii I
I
i
II
I
ITotal I
825553 04-25-C8
-. . - . -. ~ ." .........
6 Percentage, Cost and Preference Depletion - Page 2 2008

Deoletion Statement Number:

PASSTHROUGH ~~~~_:L
Cost Cost
Total Depletion Remaining Cost
Prop Property Description Cost Accumulated Current Year Estimated Depletion
from Basis After Beginning Current Year Depletion from Total Cost
No. Depletion Payments Payments Payments Payments Res. for Cost Production Rate Production Depletion
I
I
I ,
I
I
Total i
825311 04-25-:)8
OMS No 1545-0074
~ SCHEDULE SE
",. (Form 1040)
Self-Employment Tax 2008

Internal Revenue ServIce (99)
~ Attach to Form 1040. ~ See Instructions for Schedule SE (Form 1040) .
., Name of person with self-employment income (as shown on Form 1040) Social security number of
person with self-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 amount of income from self-employment, it may be to your benefit to file Schedule SE and use either
"optional method" in Part II of Long Schedule SE (see page SE-4).
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 57.
May I Use Short Schedule SE or Must I Use Long Schedule SE?
Note. Use this flowchart only if you must file Schedule SE. If unsure, see Who Must File Schedule SE, above.
Did you receive wages or tips in 2008?

No Yes
, t ,r
Are you a minister, member of a religious order, or Christian Was the total of your wages and tips subject to social security
~
~
Science practitioner who received IRS approval not to be taxed or railroad retirement (tier 1) tax plus your net earnings from
on earnings from these sources, but you owe self-employment self-employment more than $102,OOO?
tax on otller earnings?
!
.. No
i:re you using one of the optional methods to figure your net
earnings (see page SE-4)? ~
.. No
Did you receive tips sub ject to social security or Medicare

tax that you did not report to your employer?
--~-~--
J
-
~~
No No
~
~ Security and Medicare Tax on Wages? f~,
Did you receive churcll employee income reported on Form W-2

Did you report any wages on Form 8919, Uncollected Social
of $108.28 or more?
= You may use Short Schedule SE below

-------'--------
~,--- Y_o._u_m_u_s_t_us_e_L_o_n....g_S_c_h_ed_u_1e_S_E_o_n_~p_a"-g e_2_ _ --=--..~
Section A-Short Schedule SE. Caution. Read above to see if you can use Short Schedule SE.
------ -----------------------------------------------,--,-------------
1a Net farm profit or (loss) from Schedule F, line 36, and farm partnerships, Schedule K-1
(Form 1065), box 14, code A f--"-1a---+ _
b If you received social security retirement or disability benefits, enter the amount of Conservation Reserve
Program payments included on Schedule F, line 6b, or listed on Schedule K-1 (Form 1065), box 20, code X f-..:.;1b---+ _
2 Net profit or (loss) from Schedule C, line 31; Schedule C-EZ, line 3: Schedule 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 pg SE·1 for types of income to report on this line. See pg SE-3 for other income to report ... S.'I'M'I' .. 18. f-2"'-+- ---'6'-5"'--'_0"-"0'-'0"-=-o
3 Combine lines 1a, 1b, and 2 1-'3 +- 6".."-'5:...,,'---"-0 0'--'0"'---"--.
4 Net earnings from self-employment. Multiply line 3 by 92.35% (.9235). If less than $400, do not
file this schedule; you do not owe self-employment tax.. ~ f-4-'-+- 6,'-(LO 2 ~_.__
5 Self-employment tax. If the amount on line 4 is:
• $102,000 or less, multiply line 4 by 15.3% (.153). Enter the result here and on
Form 1040, line 57.
• More than $102,000, multiply line 4 by 2.9% (.029). Then, add $12,648 to the result.
Enter the total here and on Form 1040, line 57 .. f-5=--'---- ~9 L.18 4--"-
6 Deduction for one-half of self-empiojlO1ent tax. Multiply line 5 by 50% (.5). 6 I .1
Enter the result here and on Form 1040. line 27 . ~_,~~~_~~.i........:"--.L. ~,---L5 9 2 °
LHA For Paperwork Reduction Act Notice, see Form 1040 instructions. Schedule SE (Form 1040) 2008
824501
11-11-08
26
Schedule SE (Form 1040) 2008 Attachment Sequence No 17 Page 2
Name of person With self-employment income (as shown on Form 1040) Social security number of
person with self-employment
JAMES R. PERRY income ~ ~• • • • •II_
Section B - Long Schedule SE
Part I Self-Employment Tax
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 periormed as a minister or a member of a religiOUS order is not cllurcll 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 a Net farm profit or (loss) from Schedule F, line 36, and farm partnerships, Schedule K·1 (Form 1065).
box 14, code A. Note. Skip lines 1a and 1b if you use the farm optional method (see page SEA) 1a
b If you received social security retirement or disability benefits, enter the amount of Conservation Reserve
Program payments included on Schedule F, line 6b, or listed on Schedule K·1 (Form 1065), box 20, code X 1b
2 Net profit or (loss) from Schedule C, line 31; Schedule C·EZ, line 3; Sclledule K·1 (Form 1065), box 14, code A
(other than farming); and Schedule K·1 (Form 1065·B), box 9, code J1. Ministers and members of religious
orders, see pg SE·1 for types of income to report on this line. See pg SE·3 for other income to report.
Note. Skip this line If you use the nonfarm optional method (see page SE·4).SEE.S'J:'A.'J:'EMEN'l' 19 2 26 118.
3 Combine lines 1a, 1b, and 2 3 26 118.
4 a If line 3 is more than zero, multiply line 3 by 92,35% (,9235), Otherwise, enter amount from line 3 . 4a 24 120.
b If you elect one or both of the optional methods. enter the total of lines 15 and 17 here. 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 .. ... 4c 24,120.
5a ~o~t~~~~i~i~~h:fr~~U~:p~:;I:;::~::;:m FormW·2. Seepage SE·1 ... ... . l5a I
~---'---L-----------1
b Multiply line 5a by 92,35% (,9235), If less than $100, enter ·0· 5b

6 Net earnings from self-employment. Add lines 4c and 5b 6 24 120.
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 2008 7 102,00000
8 a Total social security wages and tips (total of boxes 3 and 7 on Form(s)
1,--_~l~Oz..L~
W·2) and railroad retirement (tier 1) compensation, If $102,000 or more, skip
b
lines 3b through 10, and go to line 11
Unreported tips subject to social security tax (from Form 4137, line 10)
I ::
8=b+ _
Be
i-.
......... I I -
c Wages subject to social security tax (from Form 8919, line 10) L--'=--' ---j
d Add lines 8a, 8b, and 8c 8d

9 Subtract line 3d from line 7. If zero or less, enter ·0· here and on line 10 and go to line 11 ~ "'~ - - - ._._----
10 Multiply the smaller of line 6 or line 9 by 12.4% (,124) JiL

11 Multiply line 6 by 2,9% ( . 0 2 9 ) , 11 699.
12 Self-employment tax. Add lines 10 and 11, Enter here and on Form 1040, line 57 _.1U 6 .o-..
9
.o-..9....
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 . 350.
Part II Optional Methods To Figure Net Earnings (see page SEA)
Farm Optional Method. You may use this method only if (a) your gross farm income' was not more than $ 6 ' 3 0 0 ' j j r
(b) your net farm profits 2 were less than $4,548,
14 Maximum income for optional methods 14 ----'4'.:,2::.:0::.:0::.:.=00
15 Enter the smaller of. two thirds (2/3) of gloss farm Income 1 (not less than zero) or $4,200 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 $4,548 and
also less than 72,189% of your gross nonfarm InCOm8~ 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 1---'1=6-+- _
17 Enter the smaller of: two·thlrds (2/3) of gross nonfarm income 4 (not less than zero) or the amQunt on
line 1G, Also Include this amount on line 4b above 117

1 ,
Frolll Sell, F, llile 11, and Sell. K·1 (Fo'ill 1065), box 14, code B. JFrom Sell, C, l'ilC 31; Set!. C-EZ, line 3; Sell. K-1 (Form 10G5), box 14, eoclc A; and
2 Frolll Sell. F, line 3G, Jnc! Setl. K-1 (Forlll 1065), box 14, cocie Seh, K-1 (Forln 10l15-fJ), [JOx 9, code J1.
A - minus tile aillount you woulclllJVe 811lercc! online 1b Ilac! you "From Sell. C ,Iin8 7; Sell. C-I'Z, line 1; Sch. K-1 (Forlll 10G5), box 14, code C: and
not used tllC optional method. Sell. K·1 (Form 1065-G), box 9, eodc J2.
824502 11-11-08 Schedule SE (Form 1040) 2008

27
T7\M'[;'C D
OMS No 1545-0121
Form 1116 Foreign Tax Credit

(Individual, Estate, or Trust)
2008
Internal Revenue Service (99) ~ Attach to Form 1040, 104ONR, 1041, or 990- T.
Name ,Identifying number as shown on page 1 of your tax return

Use a separate Form 1116 for each category of Income listed below. See Categories of Income beginning on page 3 of the instructions. Check only one box on each
Form 1116. Report all amounts in U.S. dollars except where specified in Part II below.
a [X] Passive category income c D Section 901(j) income e D Lump-sum distributions
b D General category income d D Certain income re-sourced by treaty
f 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 /I. 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)
Forei( n Countrv or U.S. Possession Total
A B C (Add cols. A,!"LE~
g Enter the name of the foreign country or U.S. OTHER
possession ~ rOUNTRIES !vARIOUS
1a Gross income from sources within country sllOwn above
and of the type checked above:
3 829. 1a 3,829.
b Check if line la 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) ~D
Deductions and losses (Caution: See pages 13 and 14
of the instructions):
2 Expenses definitely related to the income on line la
(attach statement)
3 Pro rata share of other deductions not definitely related:
a Certain itemized deductions or standard deduction 9 975.

9~5. --
b Other deductions (attach statement)
c Add lines 3a and 3b 9 975.1 9 975.1
d Gross foreign source income 3 829.
e Gross income tram all sources 292 361.

292 361.
f Divide line 3d by line 3e .013097 .000000
9 Multiply line 3c by line 3f 131.
4 Pro rata share of interest expense:
a Horne mortgage interest (use worksheet on page 14
of the instructions)
b Other interest expense
5 Losses from foreign sources
6 Add lines 2, 30, 4a, 4b, and 5

131. 6 131.
7 Subtract line 6 from line 1a. Enter the result here and online 14, oaoe 2 ~ 7 3 698.
I Part II I Foreign Taxes Paid or Accrued
Credit is claimed Foreign taxes paid or accrued
for taxes
(you must In foreign currency In U.S. dollars
---
>.
.... check one)
(n) Other (r) Other (s) Total foreign
§ (h) [X] Paid Taxes withheld at source on: foreign Taxes withheld at source on: foreign (axes paid or
taxes paid or
8 ill DAccrued taxes paid or
acclued acclued
acclued (add cols.
(0) tllIough (I))
(j) ga~~g~~dd (k) D,v,dends (I) ~~~~111;~d (m) Interest (0) DIVidends I (p) ~~vn~~I~~d (q) Interest
~
~ARIOUS 734. 734.
I
r-
I j-------------
C II
8 Add lines A l!IIOllgll C, column (s). Entel tile totalhele and uri line 9, page 2
-
-- .. ~ s I 734.
LHA For Paperwork Reduction Act Notice, see separate instructions.
Form 1116 ("-OS)
811501
12-09-08
28
1 II IICII01 ') '70COI:Cl C')II T7\'lA'P("1 n
Form 1116(2008) JAMES R. & M. ANITA PERRY Page 2
I Part III I Figuring the Credit
9 Enter the amount from line 8. These are your total foreign taxes paid or accrued
for ttle category of income checked above Part I 734.
10 Carryback or calryover (attach detailed computation) 10
11 Add lines 9 and 10 734.
12 Reduction in foreign taxes 12
13 Subtract line 12 from line 11. This is tile total amount or foreign taxes available for credit, 13 734.
14 Enter the amount from line 7. This is your taxable income or (loss) from sources outside the 'I
United States (before adjustments) tor tile category of income checked above Part I f-1'-4'+ 3--'--6"--"9C-'S------,.
15 Adjustments to line 14 15
16 Combine the amounts on lines 14 and 15. This is your net foreign source taxable income.
(If the result is zero or less, you have no foreign tax credit for the category of 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.) 3 69S.
17 Individuals: Enter the amount from Form 1040,line 41 (minus any amount on Form
8914, line 2). If you are a nonresident alien, enter the amount trom Form 1040NR,
line 38 (minus any amount on Form 8914, line 2). Estates and trusts: Enter your taxable
income without the deduction for your exemption SEE STATEMENT 20 17 206 046.
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 16 is more than line 17, enter "1" 18 .017947
19 Individuals: Enter the amount from Form 1040, line 44. If you are a nonresident 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,
lines 36 and 37 19 44 463.
Caution: If you are completing line 19 for separate category e (lump-sum distributions), see pg. 19 of the instructions.
20 Multiply line 19 by line 18 (maximum amount of credit) 20 79$..!
I
21 Enter the smaller of line 13 or line 20. If this is the only Form 1116 you are filmg, skip lines 22 tlHougll 26 and enter this
amount on line 27. Otherwise, complete the appropriate line in Part IV ~ 211 734.
I Part IV I Summary of Credits From Separate Parts III
22 Credit for taxes on passive category income 22
23 Credit for taxes on general category income 23
24 Credit for taxes on certain income re-sourced by treaty 24
25 Credit for taxes on lump-sum distributions, 2§._~ -I
26 Add lines 22 through 25 , 26
27 Enter tile smaller of Ime 19 or Ime 26 2LI- _ - 734.
~-------
28 Reduction of credit tor international boycott operations f-"2,,-.S'-f _

29 Subtract line 28 from line 27. This is your foreign tax credit. Enter here and on Form 1040, line 47;
Form 1040NR line 44' Form 1041 Schedule G,line 2a: or Form 990-T line 40a ~ 29 734.
Form 1116 (2008)
81151 ,
12-09-08
29
OMS No 1545-0121
ALTERNATIVE MINIMUM TAX
F orm 1116 Foreign Tax Credit 2008
D epartment of the Treasury
(Individual, Estate, or Trust)
In ternal Revenue Service (99) ~ Attach to Form 1040, 1040NR, 1041, or 990-T.
Name Identifying number as shown on page 1 of youc tax return
J AMES R. & M. ANITA PERRY

Use a separate Form 1116 for each category of income listed beloV!. See Categories of Income beginning on page 3 of the instructions. Check only on~ box on eacll
Form 1116. Report all amounts in U.S. dollars except wllere specified In Part 1/ beloV!.
a [X] Passive category Income c D Section 901(j) Income e 0 Lump-sum distributions
b D General category income d D Certain income re-sourced by treaty
f Residentof(nameofcountry) ~ 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
g
Part I I
Enter the name of the foreign country or U.S. PTHER

A
1
Taxable Income or Loss From Sources Outside the United States (for Category Checked Above)
00'"0'''';' u.s. pr''';oo
C
- Total
(Add cols. A Band C.l
possession ~ tOUNTRIES ~ARIOUS

1a Gross income from sources within country shown above
and of the type checked above:
3 829. 1a 3,829.
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 lJasis to
determine its source (see instructions) ~D
Deductions and losses (Caution: See pages 13 and 14
of the instructions):
2 Expenses definitely related to the income on line 1a
(at1ach stalement)
3 Pro rata share of other deductions not definitely related:
a Certain itemized deductions or standard deduction - - I
I
b Other deductions (attacll statement) I
c Add lines 3a and 3b l--
d Gross foreign source income I 3 829.
e Gross income from all sources 292 361 292 361-

f Divide line 3d by line 3e .013097
.000000
g Multiply line 3c by line 31 I
4 Pro rata share of interest expense:
a Home mortgage interest (use worksheet on page 14
of tile instructions)
b Other interest expense I
5 Losses from toreign sources
6 Add lines 2, 30. 4a. 4b, and 5 I6
7 Subtract line 6 from line 1a. Enter the result here and on line 14 paoe 2 ~ 7 3 829.
I Part II I Foreign Taxes Paid or Accrued
Credit is claimed Foreign taxes paid or accrued
for taxes
(you must In foreign currency In U.S. dollars

~ check one) (r) Other
(s) Total foreign
(n) Other
§ (h) [X] Paid Taxes withheld at source on: i foreign Taxes withheld at source on: foreign
taxes paid or
I
8 Li!LD Accrued taxes paid or
accrued
taxes paid or
accrued
accrued (add cols.

(0) through (r))
(j) ~a~~g~~~ (k) DIVidends (I) ~~;~111~~d (m) Inleresl (0) DIVidends (p) ~~;~i11~~d (q) Interest
A~ARIOUS I 734. 734.
B =c ---L---------L_____
~~~~~--2:.~~-,1----,8,--1,-- __]~
C I I I I I
8 Add IIn8s 1\ tllrougll C, colullln (s). Enter the total here "Ill: ;ill line 9. page 2
UIA For P;Jpelwolk Reduction Act Notice, see separuio instructions. Form 1'116 \."Oll8)
8115D1
12-09-08
30
?nnQ n<()l:;1 DRDDV .Tl>MRQ D
ALTERNATIVE MINIMUM TAX
Form 1116(2008) JAMES R. & M. ANITA PERRY Page 2
I Part III I Figuring the Credit
9 Enter the amount from line 8. These arc your total foreign taxes paid or accrued
for the category of income checked above Part I 9 734.
10 Carryback or carryover (attacll detailed computation) 101
11 Add lliles 9 and 10 11 734.
12 Reduction III foreign taxes

W'---------I
13 Subtract IlIle 12 from line 11. ThiS IS the total amounf of foreign taxes available for credit 13 734.
14 Enfer the amount from IlIle 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 14 3 829.
15 Adjustments to IlIle 14 15
16 Combllle the amounts on lines 14 and 15. This is your net foreign source taxable income.
(If tile result IS zero or less, you have no foreign tax credit for the category of income
you checked above Part I. Skip IlIles 17 through 21. However, if you are filing more than
one Form 1116, you must complete line 19.) . 3 829.
17 Individuals: Enter the amount from Form 1040, IlIle 41 (minus any amount on Form I
8914, line 2). If you are a nonresident alien, enter the amount from Form 1040NR,
line 38 (minus any amount on Form 8914, line 2). Estates and trusts: Enter your taxable I
income without the deduction for your exemplion SEE STATEMENT 21 17 21 7 371.
Caution: If you figured your tax using the lower rates on qualified diVidends or capital gains, see instructions.
18 Divide line 16 by line 17. If line 16 is more than line 17, enter "1" 18 .017615
19 Individuals: Enter tile amount from Form 1040, line 44. If you are a nonresident alien, enter the amount
from Form 1040NR, line 41.
Estates and trusts: Enter the amount from Form 1041, Schedule G, IlIle 1a, or the total of Form 990-T,
lines 36 and 37 19 43,598.
Caution: If you are completing line 19 for separate category e (lump-sum distributions), see pg. 19 of the instructions
20 Multiply line 19 by line 18 (maximum amount of credit) 20 768.
~
21 Enter the smaller of line 13 or line 20. If this is the only Form 1116 you are filing, skip lines 22 through 26 and enter this
amount on IlIle 27. OtherWise, complete the appropriate line in Part IV 211 734.
I Part IV I Summary of Credits From Separate Parts III
22 Credit tor taxes on passive category income
23 Credit for taxes on general category income 23 1 ---------l
24 Credit for taxes on certain income re-sourced by treaty 241
25 Credit for taxes on lump-sum distributions
26 Add lines 22 througll 25 . 26
27 Enter the smaller of IlIle 19 or line 26 2l.f----- ___ _ .1J.-4_____
28 Reduction of credit for international boycott operations r 2=8'-t- _
29 Subtract line 28 from line 27. This is your foreign tax credit. Enter here and on Form 1040, IlIle 47;
Form 1040NR, line 44' Form 1041 Schedule G, line 2a: or Form 990-T IlIle 40a ~ 29 734.
Form 1116 (2008)
8i 1511
le-Og·OS
31
OM9 No 1545-0191
Form 4952 Investment Interest Expense Deduction

200851
~ Attach to your tax return. Attachment
Internal Revenue Service (99) Sequence No
Name(s) shown on return Identifying number
R. & M. ANITA PERRY
Total Investment Interest Expense
Investment Interest expense paid or accrued in 2008 (see instructions) SEE S TA'I'EHEN'I' 2 2 --'--+--
f-I ---=2.
2 Disallowed investment interest expense from 2007 Form 4952, line 7 2
3 2.
4 a Gross income from property held for investment (excludi ng any net
gain from the disposition of property held for investment ) STH'I' 23 4a 34 691
b Qualified dividends included on line 4a W 21 737.
12,954.
c Subtract line 4b from line 4a
......... '14d
c-1 c
d Net gain from the disposition of property held for investm ent I
e Enter the smaller of line 4d or your net capital gain from the disposition
of property held for investment (see instructions)

I~ --
Subtract line 4e from line 4d 41
9 Enter the amount from lines 4b and 4e that you elect to Include in investment income
(see instructions)
40
h Investment income. Add lines 4c, 4f, and 4g 4h 12,954.
5 Investment expenses (see instructions) SEE.. S.'I'liTEHEN'I' 24
6 Net investment income. Subtract line 5 from line 4h. If zero or less, enter -0 9,499.
I Part 11I11nvestment Interest Expense Deduction ~~------------- ~_._----------
8
Disallowed investment interest expense to be carried forward to 2009. Subtract line 6 from line 3.
If zero or less, enter -0·
Investment interest ex ense deduction. Enter the smaller of line 3 or 6. See Instructions ..... STMT .25
L 7 -+--
8
0""'.
2•
LHA For PLJpcrwork Reduction Act Notice, see separ::lte instructions. Form 4952 (2008)
818901
1J-2~08
32
1 I1f'1Cf'lQ1 ") '7Qt::Qt:::Q t::":1f'1 ") f'I f'I 0 f'I ":1 f'I t::: 1 n DD n 'U' c')n
Form 8903 Domestic Production Activities Deduction 2008
Department 01 the Treasury
~ Attach to your tax return. ~ See separate instructions. Attachment
Internal Revenue Service Sequence No 143
tJame(s) as s own on return I Identifying number
1 Domestic production gross receipts (DPGR)
.tt=
2 Allocable cost of goods sold. If you are using the small business simplified
overall method, skip lines 2 and 3
3
3 Enter deductions and losses allocable to DPGR (see instruclions) /4 ! -------i
4 If you are uSing the small business simplified overall method, enter the amount
of cost of goods sold and other deductions or losses you ratably apportion to
DPGR. All others, skip line 4
5 Add lines 2 through 4 5
6 Subtract line 5 from line 1 6
7 Qualified production activities income from estates, trusts, and certain partnerships and S corporations (see
instructions) f---"7'----f-----~._-_00 _
8 Add lines 6 and 7. Estates and trusts, go to line 9, all others, skip line 9 and go to line 1D ~ _.------_._
9 Amount allocated to beneficiaries of the estate or trust (see instructions) 9

10 Qualified production activities income. Estates and trusts, subtract line 9 from line 8, all others, enter amount
from line 8. If zero or less, enter ·0· here, skip lines 11 through 19, and enter ·D· on line 2D 10 o.
11 Income limitation (see instructions):
• Individuals, estates, and trusts. Enter your adjusted gross income figured without the
domestic production activities deduction
• All others. Enter your taxable income figured without the domestic production
activities deduction (tax·exempt organizations, see instructions)
12 Enter the smaller of line 1D or line 11. If zero 0, less, enter ·D· here, skip lines 13 through 19,
and enter ·D· on line 2D
13 Enter 6% of line 12
14 Form W·2 wages (see instructions)
15 Form W·2 wages from estates, trusts, and certain partnerships and S corporations (see instructions)
16 Add lines 14 and 15. Estates and trusts, go to line 17, all others, skip line 17 and go to line 18.
17 Amount allocated to beneficiaries of the estate or trust (see instructions)
18 Estates and trusts, subtract line 17 from line 16, all others, enter amount from line 16
19 Form W·2 wage limitation. Enter 5D% of line 18
20 Enter the smaller of line 13 or line 19 o.

21 Domestic production activities deduction from cooperatives. Enter deduction from Form 1099·PATR, box 6
22 Expanded affiliated group al!ocatlon (see instructions)
23 Domestic production activities deduction. Combine lines 20 through 22 and enter the result here and on
:o-:-::-::-:-,-F.::..O...:.fI1,--l 1040, line 35; Form 1120, line 25; or the applicable line of your return
g;?i71.6s LHA For Paperwork Reduction Act Notice, see separate instructions. Form 8903 12008)
33
')()()Q ()':l()~1 D't;'ODV .T7'-M't;'C 0
Form 1116 u.s. and Foreign Source Income Summary
NAME
JAMES R. & M. ANITA PERRY r

FOREIGN
INCOME TYPE TOTAL u.s. PASSIVE
CompensatIOn
136,084. 136,084.
Dividends/Dlstrib utlons
28,043. 28,043.
Interest
377. 377.
Capital Gains
6. 6.
BlJ sin ess/Profess io n
Rent/Royalty
12,511. 12,511.
StatelLocal Refunds
Partnership/S Corporation
26,118. 26,118.
TrustiEstate
24,222. 24,222.
Other Income
65,000. 61,171. 3,829.
Gross Income 292,361. 288,532. 3,829.
Less:
Section 911 Exclusion
Capital Losses
3,006. 3,006.
Capital Gains Tax Adjustment
Total Income - Form 1116 289,355. 285,526. 3,829.
Deductions:
BusinesslProfesslon Expenses 5,760. 5,760.
Rent/Royalty Expenses 986. 986.
Partnership/S Corporation Losses
Trust/Esfate Losses
Capital Losses
Non-capital Losses
Individual Retirement Account
Moving Expenses
Self-employment Tax Deduction 4,942. 4,942.
Self-employment Health Insurance
Keogh Contributions
Alimony
Forfeited Interest
Foreign Housing Deduction
Other Adjustments
Capital Gains Tax Adjustment
Total Deductions 11, 688. 11,688.
Adjusted Gross Income 277,667. 273,838. 3,829.
Less Itemized Deductions:

Specifically Allocated 37,245. 37,245.
Home Mortgage Interest 11,980. 11,980.
Otller Interest
Ratably Allocated 9,975. LMh 131.
Total Adjustments to Adjusted Gross Income 59,200.
59,069. _ _ _ _--=1'-"'31.
Taxable Income Before Exemptions 218,467.

214,769. 3,698.
827931
04-25-08
34
1'" ()C()01 'I I"'"]OCOC("\ C'")r'I

Form 1116 Allocation of Itemized Deductions
N~ME

Total Itemized Deductions Form1115
Itemized After Sec. 58

--
Deductions Reduction
Ratable
Specifically U.S. Specifically Foreign
I
Taxes 7 704. 7 554.1 7 5~

Interest - Not Including Investment
Interest 12 218. 11 980. 11 980.
Contributions 37 986. 37 245.

37 245.
I
Miscellaneous Deductions
Sublecl to 2% 2 469. 2 421 ~32Jo_'
Other Miscellaneous Deductions

Not Including Gambling Losses
Foreign Adjustment ,
Total Itemized Deductions

Sub ject to Sec. 58 60 377. 59 200.
Add Itemized Deductions

I
Not Sub ]ecl to Sec. 58:
Medical/Dental
I
Investment Interest
Post AUQ. 27 Contributions"
Casualty Losses
Gambling Losses
I
Foreign Adjustment ,
Total Itemized Deductions 60 377.
Total Allowed on Schedule A 59 200. ~225. 9 975.
827871
04-25-08
35
Form 1116 Foreign Tax Credit Carryover Statement (Page 1 of 2)
NAME
JAMES R. & M. ANITA PERRY F
Foreign Income Category IPASSIVE INCOME
Regular 2005 2006 2007 2008

1. Foreign tax paid/accrued 734.
2. FTC carryback to 2008
for amended returns
3. Reduction allocated to excluded income

4. Foreign tax available 734.
5. Maximum credit allowable 798.
6. Unused foreign tax ( + )
or excess of limit ( - )
<7 287.> <64.1>
7. Foreign tax carryback
8. Foreign tax carryforward
9. Less treaty adjustment
<7 287.1> <64.1>
==
10. Foreign tax or excess limit remaining
Total foreign taxes from all available years to be carried to next year
2001 2002 2003 2004

1. Foreign tax paid/accrued 0
for amended returns

4. Foreign tax available
5. Maximum credit allowable
-
80 Foreign tax carryforward 0

10. Foreign tax or excess limit remaining .___0._
2000 1999
1. Foreign tax paid/accrued
for amended returns

5. MaXimum credit allowable

8. Foreign tax carryforward
827915 03-06-0'J
36
.. ----------------
Form 1116 Foreign Tax Credit Carryover Statement (Page 2 of 2)

NAME
Foreign Income Category IPASSIVE INCOME
Alternative Minimum Tax 2005 2006 2007 200B

1. Foreign tax paid/accrued 734.
for amended returns

4. Foreign tax available 734.
5. Maximum credit allowable 768.
01 excess of limit ( - )
<6 561.> <34. I>
B. Foreign tax carryforward.
<6 56l. I> <34. I>
Total foreign taxes from all available years to be carried to next year
---
2001 2002 2003 2004

1. Foreign tax paid/accrued.
2. FTC carryback to 200S
for amended returns
3. Reduction allocated to excluded Income


B. Foreign tax carryforward
10. Foreign tax or excess limit remaining ~----------~.
2000 1999
1. Foreign tax paid/accrued
for amended returns
3. ReductIOn allocated to excluded income

4. Foreign tax available.

B. Foreign tax carryforward.
827916 03-06·03
37
Depletion 65% of Taxable Income Allocation 2008
Taxable income including all available NOL carryover 209,087.

Plus allowable depletion 986.
Minus cost depletion
Taxable income before percentage depletion 210,073.
65% 0.65
65% of taxable income 136,547.
Percentage Limited Percentage Allowable Depl.
Property Property Description Depletion Allocation Percentage
I Cost Reallocation
Excess
Number Depletion Final after the Percentage
1st Iteration Ratio Depletion Depletion Ratio
Iteration 65% Limitation DeDI. Carryover
I
I
lP· R .
0'
I
PERRY CO. 986. 1. 000000 986. 986. 1.000000 986.
21
I
, I
W
825531 04-25-08
986. 1.000000 986. 986. 1. 0000001 986.
J~iES R. & M. ANITA PERRY
~.
FORM 1040 MISCELLANEOUS INCOME STATEMENT 1
DESCRIPTION AMOUNT
TEXAS ASSOCIATION AGAINST SEXUAL ASSAULT 65,000.
TOTAL TO FORM 1040, LINE 21 65,000.
39 STATEMENT(S) 1
JAHES R. & M. ANITA PERRY
FORM 1040 PERSONAL EXEMPTION WORKSHEET STATEMENT 2
1. IS THE AMOUNT ON FORM 1040, LINE 38, MORE THAN THE AMOUNT SHOWN ON LINE 4
BELOW FOR YOUR FILING STATUS?
NO. STOP. MULTIPLY $3,500 BY THE TOTAL NUMBER OF EXEMPTIONS CLAIMED
ON FORM 1040, LINE 6D, AND ENTER THE RESULT ON LINE 42.
YES. CONTINUE
2. MULTIPLY $3,500 BY THE TOTAL NUMBER OF EXEMPTIONS CLAIMED

ON FORM 1040, LINE 6D . . . . . . . . . . . . . 10,500.
3. ENTER THE AMOUNT FROM FORM 1040, LINE 38 . . 277,667.
4. ENTER THE AMOUNT FOR YOUR FILING STATUS 239,950.
SINGLE $159,950
MARRIED FILING JOINTLY OR WIDOW(ER) $239,950
MARRIED FILING SEPARATELY $119,975
HEAD OF HOUSEHOLD $199,950
5. SUBTRACT LINE 4 FROM LINE 3 . . . . 37,717.

6. IS LINE 5 MORE THAN $122,500 ($61,250 IF
MARRIED FILING SEPARATELY)?
[ ] YES. MULTIPLY $2,333 BY THE TOTAL NUMBER
OF EXEMPTIONS CLAIMED ON FORM 1040,
LINE 6D. ENTER THE RESULT HERE AND
ON FORM 1040, LINE 42. DO NOT
COMPLETE THE REST OF THIS WORKSHEET.
[X] NO. DIVIDE LINE 5 BY $2,500 ($1,250
IF MARRIED FILING SEPARATELY). IF
THE RESULT IS NOT A WHOLE NUMBER,
INCREASE IT TO THE NEXT WHOLE
NUMBER (FOR EXAMPLE, INCREASE
7.
°.00 0 4 TO 1) . . . . . . . . . . .
MULTIPLY LINE 6 BY 2% (.02) AND ENTER THE RESULT
16 .
AS A DECIMAL. . . . . . . 0.32
8. MULTIPLY LINE 2 BY LINE 7 3,360.
9. DIVIDE LINE 8 BY 3 1,120.
10. SUBTRACT LINE 9 FROM LINE 2. TOTAL TO FORM 1040, LINE 42. 9,380.
FORM 1040 TAX-EXEMPT INTEREST STATEMENT 3
NAME OF PAYER AMOUNT
FROM K-1 - REVOCABLE BLIND TRUST STATE AGREEMENT FBO RICK PERRY 1,011.
TOTAL TO FORM 1040, LINE 8B 1,011.
40 STATEMENT(S) 2,
3
J~iES R. & M. ANITA PERRY
?ORM 1040 STUDENT LOAN INTEREST DEDUCTION STATEMENT 4
ENTER THE TOTAL INTEREST PAID IN 2008 ON QUALIFIED STUDENT
LOANS. DO NOT ENTER MORE THAN $2,500 2,500.
.:.. . ENTER THE AMOUNT FROM FORM 1040, LINE 22 282,609.
ENTER THE TOTAL OF THE AMOUNTS FROM FORM 1040, LINES 23

THROUGH 32 PLUS ANY WRITE-IN ADJUSTMENTS YOU ENTERED ON
THE DOTTED LINE NEXT TO LINE 36 4,942.
..
": SUBTRACT LINE 3 FROM LINE 2 277,667.
ENTER THE AMOUNT SHOWN BELOW FOR YOUR FILING STATUS.

* SINGLE, HEAD OF HOUSEHOLD, OR QUALIFYING WIDOW(ER)-$55,OOO
* MARRIED FILING JOINTLY-$115,OOO . 115,000.
IS THE AMOUNT ON LINE 4 MORE THAN THE AMOUNT ON LINE 5?
[ ] NO. SKIP LINES 6 AND 7, ENTER -0- ON LINE 8, AND GO TO
LINE 9
[X] YES. SUBTRACT LINE 5 FROM LINE 4 . 162,667.
DIVIDE LINE 6 BY $15,000 ($30,000 IF MARRIED FILING JOINTLY).
ENTER THE RESULT AS A DECIMAL (ROUNDED TO AT LEAST THREE
PLACES). IF THE RESULT IS 1.000 OR MORE, ENTER 1.000 1.000
MULTIPLY LINE 1 BY LINE 7. 2,500.
STUDENT LOAN INTEREST DEDUCTION. SUBTRACT LINE 8 FROM
LINE 1. ENTER THE RESULT HERE AND ON FORM 1040, LINE 33 O.
?JRM 1040 WAGES RECEIVED AND TAXES WITHHELD STATEMENT 5
FEDERAL STATE CITY

AMOUNT TAX TAX SDI FICA MEDICARE
- EMPLOYER'S NAME PAID WITHHELD WITHHELD TAX W/H TAX TAX
~ OFFICE OF THE
GOVERNOR 135,925. 21,289. 6,324. 2,10l.
~ SPE CORPORATE
SERVICES, INC 159. 40. 10. 2.
':'JTALS 136,084. 21,329. 6,334. 2,103.
41 STATEMENT(S) 4, 5
"
JAYIES R. & M. ANITA PERRY
FORM 1040 QUALIFIED DIVIDENDS STATEMENT 6
ORDINARY QUALIFIED
NAME OF PAYER DIVIDENDS DIVIDENDS
MELLON INVESTOR SERVICES 3. 3•

MELLON INVESTOR SERVICES 28. 28.
FROM K-1 - REVOCABLE BLIND TRUST STATE
AGREEMENT FBO RICK PERRY DTD 9-13-96 27,900. 21,706.
TOTAL INCLUDED IN FORM 1040, LINE 9B 21,737.
42 STATEHENT(S) 6
JAHES R. & M. ANITA PERRY
FORM 1040 EXCESS SOCIAL SECURITY TAX WORKSHEET STATEMENT 7
TAXPAYER SPOUSE
1. ADD ALL SOCIAL SECURITY TAX WITHHELD BUT NOT MORE

THAN $6,324.00 FOR EACH EMPLOYER (THIS TAX SHOULD
BE SHOWN IN BOX 4 OF YOUR W-2 FORMS). ENTER THE
TOTAL HERE . . . . . . . . . . . . . . . . . 6,334.
2. ENTER ANY UNCOLLECTED SOCIAL SECURITY TAX ON TIPS OR

GROUP-TERM LIFE INSURANCE INCLUDED IN THE TOTAL ON
FORM 1040, LINE 61
3. ADD LINES 1 AND 2 6,334.
4. SOCIAL SECURITY TAX LIMIT 6,324.
5. SUBTRACT LINE 4 FROM LINE 3. EXCESS SOCIAL SECURITY

TAX INCLUDED IN FORM 1040, LINE 65. . . 10.
FORM 1040 FEDERAL INCOME TAX WITHHELD STATEMENT 8
T
S DESCRIPTION AMOUNT
T OFFICE OF THE GOVERNOR 21,289.

T SPE CORPORATE SERVICES, INC 40.
J MELLON INVESTOR SERVICES l.
S MELLON INVESTOR SERVICES 8.
SCHEDULE A CASH CONTRIBUTIONS STATEMENT 9
AMOUNT AMOUNT AMOUNT

DESCRIPTION 100% LIMIT 50% LIMIT 30% LIMIT
BIG BROTHERS BIG SISTERS 65.

LAKE HILLS CHURCH 2,850.
MARCH OF DIMES 9,996.
TEXAS ASSOCIATION AGAINST SEXUAL
ASSAULT 9,996.
SPECIAL OPERATIONS WARRIOR
FOUNDATION 9,996.
43 STATEMENT(S) 7, 8, 9
')()()Q ()-:l()[:;1 DVDDV T7\MVC' D c:.-:l() ')
TEXAS GOVERNOR'S MANSION

RESTORATION FUND 5,000.
FROM K-1 - J.R. PERRY CO. 83.
SUBTOTALS 37,986.
TOTAL TO SCHEDULE A, LINE 16 37,986.
44 STATEMENT(S) 9
1 A 1"'1 CI"'IO 1 r) '70COCCl C'JI"'I '1""0 (\")f\C1 nT:"nn"v T1\"lA"T:"l""1 'ii C'JI"'I
SCHEDULE A ITEMIZED DEDUCTIONS WORKSHEET STATEMENT 10
1. ENTER THE TOTAL OF THE AMOUNTS FROM SCHEDULE A, LINES 4,

9, 1 5, 1 9, 2 0, 2 7, AND 28 . . . . . . . . . . . . . . 60,377.
2. ENTER THE TOTAL OF THE AMOUNTS FROM SCHEDULE A, LINES 4,
14, AND 20, PLUS ANY GAMBLING AND CASUALTY OR THEFT
LOSSES INCLUDED ON LINE 28. ALSO INCLUDE IN THE TOTAL ANY
AMOUNT INCLUDED ON SCHEDULE A, LINE 16, THAT YOU ELECTED
TO TREAT AS QUALIFIED CONTRIBUTIONS FOR RELIEF EFFORTS
IN A MIDWESTERN DISASTER AREA . . . . . . . . . . . . . o.
3• IS THE AMOUNT ON LINE 2 LESS THAN THE AMOUNT ON LINE 17
IF NO, YOUR DEDUCTION IS NOT LIMITED. ENTER THE AMOUNT
FROM LINE 1 ABOVE ON SCHEDULE A, LINE 29.
IF YES, SUBTRACT LINE 2 FROM LINE 1 . 60,377.
4. MULTIPLY LINE 3 BY 80% (.80) . . . . . 48,302.
5. ENTER THE AMOUNT FROM FORM 1040, LINE 38. 277,667.
6. ENTER: $159,950 ($79,975 IF MARRIED FILING
SEPARATELY) . . . . . ..... . ... 159,950.
7. IS THE AMOUNT ON LINE 6 LESS THAN THE AMOUNT
ON LINE 57
IF NO, YOUR DEDUCTION IS NOT LIMITED. ENTER
THE AMOUNT FROM LINE 1 ABOVE ON SCHEDULE A,
LINE 29.
IF YES, SUBTRACT LINE 6 FROM LINE 5 117,717.
8. MULTIPLY LINE 7 BY 3% (.03) . . . . 3,532.
9. ENTER THE SMALLER OF LINE 4 OR LINE 8 3,532.
10. DIVIDE LINE 9 BY 1.5 . . . . 2,355.
11. SUBTRACT LINE 10 FROM LINE 9 . . . 1,177.
12. TOTAL ITEMIZED DEDUCTIONS. SUBTRACT LINE 11 FROM LINE 1.

ENTER THE RESULT HERE AND ON SCHEDULE A, LINE 29 . . . . 59,200.
SCHEDULE A STATE AND LOCAL GENERAL SALES TAXES STATEMENT 11
DESCRIPTION AMOUNT
STATE SALES TAX 2,150.

LOCAL SALES TAX 688.
TOTAL TO SCHEDULE A, LINE 5 2,838.
?nnR _ n1nl;1 PR'R'RV .T~MRC; 'R_ h1n ?
JANES R. & M. ANITA PERRY
SCHEDULE A GENERAL SALES TAX DEDUCTION WORKSHEET STATEMENT 12
1 ENTER YOUR STATE GENERAL SALES TAXES FROM THE

APPLICABLE TABLE. 2,150.
TEXAS
IF, FOR ALL OF 2008, YOU LIVED ONLY IN CONNECTICUT,
THE DISTRICT OF COLUMBIA, INDIANA, KENTUCKY, MAINE,
MARYLAND, MASSACHUSETTS, MICHIGAN, NEW JERSEY,
RHODE ISLAND, OR WEST VIRGINIA, SKIP LINES 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,
CALIFORNIA (LOS ANGELES COUNTY ONLY),
COLORADO, GEORGIA, ILLINOIS, LOUISIANA,
MISSOURI, NEW YORK STATE, NORTH CAROLINA,
SOUTH CAROLINA, TENNESSEE, UTAH, OR
VIRGINIA IN 2008?
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 2008? RESIDENTS OF
CALIFORNIA AND NEVADA SEE INSTRUCTIONS.
IF NO, SKIP LINES 3 THROUGH 5, ENTER
-0 ON LINE 6 AND GO TO LINE 7.
IF YES, ENTER YOUR LOCAL GENERAL SALES
TAX RATE, BUT OMIT PERCENTAGES. 2.0000
AUSTIN
4 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
5 DIVIDE LINE 3 BY LINE 4. ENTER THE RESULT AS
A DECIMAL (ROUNDED TO AT LEAST THREE PLACES). .3200
6 DID YOU ENTER -0 ON LINE 2 ABOVE?
IF NO, MULTIPLY LINE 2 BY LINE 3.
IF YES, MULTIPLY LINE 1 BY LINE 5. 688.
6A ADD LINE 1 AND LINE 6. 2,838.
6B PART-YEAR DAYS RATE. 1.000000

6C MULTIPLY LINE 6A BY LINE 6B. 2,838.
7 ENTER YOUR GENERAL SALES TAXES PAID ON SPECIFIED ITEMS,

IF ANY.
8 DEDUCTION FOR GENERAL SALES TAXES. ADD LINES 6C AND 7.

ENTER THE RESULT HERE AND ON SCHEDULE A, LINE 5 AND CHECK
BOX "B" ON THAT LINE. 2,838.
46 STATEMENT(S) 12
14060812 786859 630 2008.03051 PERRY, JAMES R. 630 2
J~IES R. & M. ANITA PERRY
SCHEDULE D NET SHORT-TERM GAIN OR LOSS FROM STATEMENT 13
PARTNERSHIPS, S CORPORATIONS, AND FIDUCIARIES
DESCRIPTION OF ACTIVITY GAIN OR LOSS
REVOCABLE BLIND TRUST STATE AGREEMENT FBO RICK

PERRY DTD 9-13-96 <212,747.>
TOTAL TO SCHEDULE D, PART I, LINE 5 <212,747.>
SCHEDULE D NET LONG-TERM GAIN OR LOSS FROM STATEMENT 14
PARTNERSHIPS, S CORPORATIONS, AND FIDUCIARIES
DESCRIPTION OF ACTIVITY GAIN OR LOSS 28% GAIN
REVOCABLE BLIND TRUST STATE AGREEMENT FBO RICK

PERRY DTD 9-13-96 <354,782.>
TOTAL TO SCHEDULE D, PART II, LINE 12 <354,782.>
SCHEDULE D CAPITAL GAIN DISTRIBUTIONS STATEMENT 15
TOTAL
N.~E OF PAYER CAPITAL GAIN 28% GAIN
FROM K-l - REVOCABLE BLIND TRUST STATE AGREEMENT FBO

RICK PERRY DTD 9-13-96 6.
TOTALS TO SCHEDULE D, LINE 13 6.
47 STATEMENT(S) 13, 14, 15

14060812 786859 630 2008.03051 PERRY, JAMES R. 630 2
JM~ES R. & M. ANITA PERRY
SCHEDULE D CAPITAL LOSS CARRYOVER STATEMENT 16
1. ENTER THE AMOUNT FROM FORM 1040, LINE 41 . 218,467.

2. ENTER THE LOSS FROM SCHEDULE D, LINE 21, AS A POSITIVE AMOUNT. 3,000.
3. COMBINE LINES 1 AND 2. IF ZERO OR LESS, ENTER -0 221,467.
4. ENTER THE SMALLER OF LINE 2 OR LINE 3 ..... 3,000.
5. ENTER THE LOSS FROM SCHEDULE D, LINE 7, AS A POSITIVE F~OUNT 212,747.

6. ENTER THE GAIN, IF ANY, FROM SCHEDULE D,
LINE 15 . . . . . . . . . . . . . .
7. ADD LINES 4 AND 6 . 3,000.

8. SHORT-TERM CAPITAL LOSS CARRYOVER TO 2009.
SUBTRACT LINE 7 FROM LINE 5. IF ZERO OR LESS, ENTER -0 209,747.
9 . ENTER THE LOSS FROM SCHEDULE D, LINE 15, AS A POSITIVE AMOUNT. 354,776.
10. ENTER THE GAIN, IF ANY, FROM SCHEDULE D,
LINE 7 . . • . . • • • • . •
11. 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 2009.
SUBTRACT LINE 12 FROM LINE 9. IF ZERO OR LESS, ENTER -0 354,776.
SCHEDULE E INCOME OR (LOSS) FROM ESTATES AND TRUSTS STATEMENT 17
EMPLOYER PASSIVE PASSIVE NONPASSIVE NONPASSIVE

NAME ID NO. LOSS INCOME LOSS INCOME
REVOCABLE "BLIND" 03-6092780

TRUST AGREEMENT
FBO ANITA PERRY o.
REVOCABLE BLIND
TRUST STATE
AGREEMENT FBO 24,224.
INVESTMENT
INTEREST EXPENSE 2•
TOTALS TO SCHEDULE E, LINE 34 2. 24,224.
14060812 786859 630 2008.03051 PERRY, JAMES R. 630 2
JM1ES R. & M. ANITA PERRY
SCHEDULE SE NON-FARM INCOME

4S---.
STATEMENT 18
DESCRIPTION AMOUNT
TEXAS ASSOCIATION AGAINST SEXUAL ASSAULT 65,000.
TOTAL TO SCHEDULE SE, LINE 2 65,000.
SCHEDULE SE NON-FARM INCOME STATEMENT 19
DESCRIPTION AMOUNT
J.R. PERRY CO. 26,118.
TOTAL TO SCHEDULE SE, LINE 2 26,118.
14060812 786859 630 2008.03051 PERRY, JAMES R. 630 2
FORM 1116 WORLDWIDE CAPITAL GAINS STATEMENT 20

WORKSHEET FOR LINE 17
1 ENTER THE AMOUNT FROM FORM 1040, LINE 41.

IF YOU ARE A NONRESIDENT ALIEN, ENTER THE
AMOUNT FROM FORM 1040NR, LINE 38 218,467.
2 ENTER WORLDWIDE 28% GAINS
3 MULTIPLY LINE 2 BY 0.2000
6 ENTER WORLDWIDE 15% GAINS AND

QUALIFIED DIVIDENDS 21,737.
7 MULTIPLY LINE 6 BY 0.5714 12,421.
8 ENTER WORLDWIDE 0% GAINS AND

QUALIFIED DIVIDENDS
9 ADD LINES 3, 5, 7, AND 8 12,421.
10 SUBTRACT LINE 9 FROM LINE 1. ENTER THE

RESULT HERE AND ON FORM 1116, LINE 17 206,046.
50 STATEMENT' ( S) 20
?nnp,. n~nl:)1 PRRRY . •T.ll.MR.q R_ h~n ?
Jill1ES R. & M. ANITA PERRY
FORM 1116 ALTERNATIVE MINIMUM TAX FOREIGN TAX CREDIT STATEMENT 21

WORLDWIDE CAPITAL GAINS
WORKSHEET FOR LINE 17
1 ENTER THE AMOUNT FROM FORM 6251, LINE 29 227,463.

AND QUALIFIED DIVIDENDS 21,737.
5 MULTIPLY LINE 4 BY 0.4643 10,092.

AND QUALIFIED DIVIDENDS
7 ADD LINES 3, 5, AND 6 10,092.
8 SUBTRACT LINE 7 FROM LINE 1. ENTER THE

RESULT HERE AND ON FORM 1116 AMT, LINE 17 217,371.
FORM 4952 INVESTMENT INTEREST EXPENSE STATEMENT 22
DESCRIPTION CURRENT CARRYOVER
FROM K-1 - REVOCABLE BLIND TRUST STATE AGREEMENT

FBO RICK PERRY DTD 9-13-96 2.
TOTALS TO FORM 4952, LINES 1 AND 2 2.
FORM 4952 INCOME FROM PROPERTY HELD FOR INVESTMENT STATEMENT 23
DESCRIPTION AMOUNT
INTEREST INCOME 377.

DIVIDEND INCOME 28,043.
J.R. PERRY CO. - ROYALTY 6,271.
TOTAL TO FORM 4952, LINE 4A 34,691.
51 STATEMENT(S) 21, 22, 23

14060812 786859 630 2008.03051 PERRY, JAMES R. 630 2
Jfu1ES R. & M. ANITA PERRY a 4
FORM 4952 INVESTMENT EXPENSES STATEMENT 24
DESCRIPTION AMOUNT
J.R. PERRY CO. - ROYALTY 986.

SCHEDULE A DEDUCTIONS 2,469.
FORM 4952 INVESTMENT INTEREST EXPENSE DEDUCTION SUMMARY STATEMENT 25
DISALLOWED ALLOWED
INVESTMENT INVESTMENT INVESTMENT INVESTMENT
FORM OR INTEREST INTEREST INTEREST INTEREST
NAME SCHEDULE EXPENSE EXPENSE C/O EXPENSE EXPENSE
FROM K--l - REVOCABLE B SCH E 2. O. 2•
TOTALS 2• o. 2•
? (H) ~ _ () -:{ () t:; 1 PH'RRV .TIl MRQ R h-:{() ?

Gov Rick Perry 2008 Taxes

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Gov Rick Perry 2008 Taxes

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25

Inslru::']! A JAMES R. jpERRY -------------_t"

on !.j'JC 1~., ~ Ii-;;Joint return, spollse·~fl!st nam;;;:nd Inlti-a:---~--I t:aStilame

CJtllervllse, E 1010 COLORADO

Presidential AUSTIN TX 78701 changeyoul lax or relund

rela_,onJn,~ ,0 Child tax credit

Total number oj exemptions claimed

Oualified dividends (see page 21) ~ 21,L'lJ 7.1 I

Utller gains or (iosses), Mach Form 4197 ~. -_-~

23 Educator expenses (see page ·28) . . . . . ... . . ......

Gross 25 Health savings account deduction. Attach Form 8889

28 Self-employed SEP, SIMPLE, and qualified plans

29 Self-employed health insurance deduction (see pagc 29)

30 Penalty on early withdrawal of savings

31a AlimollY paic1 b Recipients SSN ~ _

33 Student loan Interest cleductioll (see page 33) STMT L1

34 Tuition and fees doeiIlGI'·I'. /\ltJCll Form e911

~~_c.:'~_ 37 Sul:lraclline 313 irern ~118J!· ~I~ruj! ."' __

4 Estimate 01 lotall"'. l,al)II:I\ fa' 7011(; s

fJT PEPR C 2~Oi',}J2 670 0000000000

0 Blind. checked ~ 39a

i S'ne'e 0' I 45 Alternative minimum tax. Attach Form 6251 45 ~~_~ __

1 $""50 47 Foreign tax credit. Attach Form 1116 if required 1---"-,47 ,1

iHead 01 51 Retirement savings contributions credit. Attach Form 8880 l_51 I

~ ~ 63 t008 estimated tax payments and amounl apPII.ed 1rom2.00. 7 return

69 First-time homelJuyer credit. i\ttacll Form 5405 l 69J--- - ~ I

74 Amount of llile 72 you want applied to your 2009 estimated tax

You Owe 76 Estimated tax enaltv see aoe 65) 76 1 67 .

Preparer's slgnalure I ____----"I_e_mp_'O_ye_d--,"==LJL _P~ Q 19_!.t8 4 _

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

JAMES R. & M. ANITA PERRY

277 667 -lJ-,--_=5..L,=5- ", 5,.: :3~.1

JAMES R. & M. ANITA PERRY I

JAMES R. & M. ANITA PERRY

10 Total long-term sales price amounts.

Part III 0~e--=2,-----,-,-----,-,-----,-,-----,-~ I 15 < 354 ,776. >

16 Combine lines 7 and 15 and enter the result ~16~1--~<567r523.>

17 Are lines 15 and 16 both gains?

n Yes. Go to line 18.

o No. Skip lines 18 through 21, and go to line 22.

page 0·9 of the instructions.

20 Are lines 18 and 19 both zero or blank?

Schedule D (Form 104D) 2008

R. & M. ANITA PERRY

(See page E 3.)

-.1~oyalties received ... ... 6.271'1

12 Mortgage mterest paid to banks, etc.

19 I\dd lines 5 through 18 _.19_ ; - - . _ - - - - - - - I

22 Income or (loss) from rental rea! estate

JAMES R. & M. ANITA PERRY

Nonpassive Income and Loss

Passive Income and Loss Nonpassive Income and Loss

34a Totals I 24,224.

Prior Year Unallowed

Loss 1 Loss I.. Tax Return

Ordinary business income (loss). ~ 26..J.il....

Rental real estate income (loss)

Other net rental income (loss)

Intangible drilling costs/dry hole costs ~

Self-cr,arged passive interest expense _

Section 179and carryover

-~. .- I I-~. -= ---. -.--1

~~:~i~:;:::~~:;hec 26 "j_ ~-+I~ -~ _---=~~--+ --T=--=-=---j~~·~'"·

Disallowed. section 179 expense

~~:~i~:;:::~~:;hec 26 "j_ ~-+I~ -~ _---=--+ --T=--=-=---j·~'"·

Section 179 recaj:Jture on disposi~ +-- I- I