j 1..

040

u.s. Individual Income Tax Return

20191 (99)

, .

... _-" I.·:~.,., T'"

IRS Use Only - 00 not write or staple in In's space.

. ----.-. Your-social security number

_l...ab~L_

For the year Jan. 1-000.31,2009, or other lax year beginning

, 2009, ending

OMS No. 1545-0074

Yourfirst-nameand-initlal-- -

(See--- L

instructions A WILLIAM H.

us

-"'-u---~~s-ii:"~:'~::";" ~~--. .. c= WH1T.E::-:

~=-ill_~~I_:.:~~H- ~qcJress;([i_!ljilper and~YfBt).lfy:~~~~~eaf'.O~_~x,~~~:~a_g~!~'~=· •.•• ·E_:_?:-::'_=: •. =:====== r.: ,"I'=I:-,;;c<cifJ.~IPt. nQ';e':'" youmust-enter-----

OtherWISe, -. "E;"'lDT-STA13LEWOOD COURT '.. . .... ;---:. .. ':""1'-:- - - .'C'c.·':· A your SSN(sTiibove .....

please print R- .

or type.' E City, town or post office, "tate, and ZIP code. If you havo a foreign address, see page 14. Cheoking a box below will not

Presidential HOUSTON TX 77024 ohange your tax or refund,

Election Campaign.... Cheok here if you, or your spouse if filing jointly, want $3 to go to this fund (see page 14)", CXJ You [XJ Spouse

1 D Single 4 D Head of household (with qualifying person). It the qualifying

Filing Status r;;--,

2 L...l.>....J Married filing jOintly (even it only one had income) person is a child but not your dependent, enter this child's

3 0 Married tHing separately. Enter spouse's SSN above name here .....

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

and full name here .... 5 D Qualifying widow(er) with dependent child (see paqe 16)

Check only one box

- - Last name

Exemptions

If more than four dependents, see page 17 and

check here ... D

6: ~ ~~~~Ss:If..~~.~~~.~~~.~.~~~.~I.~i.~.~~~.a~.~.~.~~~~d:~~~ .. ~~.~~~.~~~~~.~~~.~.~ ... ~;::::::::::.::::::::::::::::::::::::::::~ .. :::::: !:~~:i!End _2_

. •• . (3) Dependent's il1l~, on ecwhec 3

c Dependents: (2) Dependent's social lal:i hl t In~ _ I;vedwlth you

security n~mber re ons tp 0 chlm edit .--

(1) First name' Last name . . you (see page 17} ~o~l~un.O}~I~rv~~

WILLIAM WHITE !SON· . (:e';."~:~~tif~) __

ELENA WHITE "'--~ QAUGHTER

Dependent" on 60 not entered above

Isl

STEPHEN WHITE . " SON

: " Add numbers

d Total number of exernnfions claimed '- .. .»......... ~~~~~es ....

Income Attach Form(s) W·2 here. Also attach Forms W·2G and 1099-R if tax was withheld.

If you did not get a W-2, see page 22.

Enclose, but do not attach, any payment. Also, please use Form 1040-V.

7 Wages, salaries, tips, etc. Attach Form(s) W-2 p.f..c. ..... ~............................................ 7 232 862.

B: ~:~~:~::;;~~:·r::~~ ~~~~~~::! i:~el~:~r:u .. ·::::::::::~::::::::::::::::::'8b .. r· .. · .... · ...... ·~C '8i~i . f-,f~tB~i.::-ann -+-; 1=...L.-=S:....:9o....=4_:_.

9, Or.",~ dMd,"d,. _h Sc"'d"'l~ 1.' 1.................... r.7.':'9a"-* __ --=3:._:1:..t....:1:..::_9=1....:..,.

b Qualified dividends (see page 22) .~,~ ~'i~~~ _ ,... 9b I 24 125. i;~h)

~~ ::~~:r::~~~:~ c~e.~~~:.~~ .. ~~~~~.~ .. s r~ .. ~ _~~.~~~.~_~~~~~.:::::::::::::::::::::::::::::::::::::::::::::::::::::: ~~~:~=~====~=~====~:=

12 Business income or (loss). Attach Sct dule C or C- ·1--"12~ __ -=2=-8=-=1-'--"4:...:6:,_7=--=-.

13 Capital gain or (loss). Attach Sche ~ ~f required. If no uired, check here D 13 <3 000. >

~:a ~~~e~i~;ii~~;~~~osses). Attach F1~ I;~ - ~ b 'T~~~bi~'~~~~'~t"""""'''''''''' 1---"1154_,_b-+---_;1=....:...7...L....:=8c..::6:....:3~.

..................... ! ..

16a Pensions and annuities ftli..6a I' 1 b Taxable amount _ t--'-'16=b-l- _

17 Rental real estate, royalties, partnershi~rporations, trusts, etc. Attach Schedule E 1---'-1.:....7 -+- __ -=1:..:5::...0::...t.....:7,...;O:;:,_7.,:._:_.

1 B Farm income or (losstJttach Sche?~le F _......... 1--"1=-8 -l--------

Unemployment compensaj n In excess Of"'l ,400 per recipient 19

19 (see page 27) -:1.................. .. -............................................................ 1--''''-+--------

20a Social security benefit~ ! Oa I I b Taxable amount (see page 27) t.,:2;;,;0""bc::+- _

21 Other income. Listtype~ountJ ~e page_ 29) . S~~!{

22 Add the amounts in the far rioMmn for lines 7 through 21. This is your total income .. _........... ....,.. 22

712 684.

Adjusted Gross Income

910001 to·20·09

23 Educator expenses (see page 29) _....................................... 23 1$!!tI

24 CertaIn business expenses of reservists, perlormlng artists, and fee-basis govemment 24 I'!~m):

officials. Attach Form 2106 or 210e·EZ f-!:.:!,__l---------ii;~:!~i',:':'-'~;I

25 Health savings account deduction. Attach Form BBB9 ~2)!.5+ --1,§

26 Moving expenses. Attach Form 3903' f-!:2~6-+ ----:---1)"::,,;:

27 One-half of self-employment tax. Attach Schedule SE 27 3 922. r~t~;U

2B Self-employed SEP, SIMPLE, and qualified plans 28 49 1 000 • ;; Wj

29 Selt-employed health insurance deduction (see page 30) 29 ,~; ,j;~:

30 Penalty on early withdrawal of savings 30 !ifm~

Alimony paid b Recipient's SSN :: 31 a I~~}};:~:

IRA deduction (see page 31) 32 Wi5;;:':

Student loan interest deduction (see page 34) .. 33 12:t:~;

34 Itmn'l

31a 32

33 34

Tuition and fees deduction. Attach Form B917 _ .

35

Domestic production activities deduction. Attach Form B903 L.!;'.3~5__l_ +I;":ii",{,,jj·.··'1

Add lines 23 through 31a and 32 through 35 : ..

.............. _ _" ...

659 762.

36 37

36

52'922.

Subtract line 36 from line 22. This is vour adiusted cross income

37

Form 1040 (2009)

LHA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 97.

I

/ /

L

Payments 51 Federal income lax withheld from Forms W-2 and 1099 ,., ,

62 2009 estimated tax payments and amount applied from 2008 return

63 Making work pay and uovernrnent re~ree credits. Attach Schedule M ..

64 a Earned income credit (EIC) ".... .. .

b Nontaxable combat pay election .

65 Additional child tax credit. Attach Form 8812 , ..

66 Rell/ndable education creditfrom Form 8a63,line 16 " .

61 First-time homebuyer credit Attach Form 5405 " .

6S Amount paid wilh request for extension to file (see page 72) ,

69 Excess social security and tier 1 RRTA tax withheld (see page 72) ' ..

70 CredIts from Form: a D2439 b 04136 c 08801 d 08885 ...

!=am 1040

43
• All others: 44
Single or 45
Married filing 46
separately.
$5,700 47
Married filing 48
lolntlyor
Qualifying 49
wldow(er1
50
51
52
53
54
Taxes
58
59 Ifyo~ "ave

a qualilying child. attach Sch~leEIC.

DeSignee

Sj9n Here

Joint relurn? &>epage 15, Keep a copy

. fer yOU' record a,

:ExernptiDns. If lihe 3B is $125.100·~·~:;~~~~~'d~~u~id':A01 .

multiply $3,65[} by the number on lirlB 6d. Otherwise, see page 37 " " ..

Taxable income. Subtract line 42 from line 41. If line 42 is more ihan line 41, enter ·0-

Tax. Check if any tax is from: !I D Form(s) 8614. b D Form 4972 " :::::::.:::::::::::::::::::::::::

Allemative minim 11m tax. Attach Form 6251 " "."".

Add lines 44 and 45 " , ..

Foreign tax credit. Attach Form 1116 if rSQuired ..

Credit tor chlld and depencentcare expenses. Attach Form 2441 ".

Education credits from Form 8863, line 29 .

R etirem ent saving 5 contri butio ns cred it Attach Form 6880 ..

Child tax credit (see Dage 42) , , ..

Credits from Form: a D 8396 b 0 8839 c 0 5695 ..

other credits from Form: a D 3S0D b D 8801 c D

---

Add lines 47 through 53. These are your total credits ..

I 54 is more than line enter -0.

Self-employment tax. Attach Schedule SE , , .

Unreported social security and Medicare tax from Form: a 0 4137 b 0 8919 " .

Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required ..

Additional taxes; a 0 AE1C pay'ments b [Xl Housenolc employment taxes. Attach Schedule H ..

Add Ii nes 55 h 59. This is

D.9 YO,v want to allow another person to discuss this return with the IRS (see page 75)? Yes. Complete the following... .. .. N~

~:~ee! ... NANCY L. WAKEFIELD· ~~oqe... ( 713) 266 - 56 2 6~~;:~:~1~rllflcatlOn ...

UI1 dOl' peIlall"," 'of I doclare Ih all havs' 9xam;""d thi8 rei urn a~d a""".du~s and alalemenls, and 10 Ih 9 b est of my knoviie<ltle arid bell"r, Ihey me true, wrrect,

an d cemp fete, arer (o\h..- than loxpayer) is basad GI whiCh preparer has any, kn GWledgo. . .

Your

Paid Prepar..-'s Prep",rer'sslgnilwre

Use Only -----

SCHEDULE A (Form 1040)

OMS No. 1545·0074

Itemized Deductions

1I!- .. AttaGh to Eorm_1MQ.

-===--fnf~=R'~~u~s~~~eUry (99)

Name(s) shown on Porm 1040

._ Your social security' number-' .

4 Subtract line 3 from line 1 . If line 3 is more than line 1 enter ·0· _ _..... 4

3 685.

Taxes You Paid

(See pageA·2.)

5 State ano local (check only one box}:

: tij ~:~::I~~::'t:es } S.~.~ S.rA'r.~.~~N.rr s ..

6 Real estate taxes (See page A'S,) ..

7 New motor vehicle taxes from line 11 of the worksheet on page 2.

7

46,742.

5

6

Skip this line if you checked box 5b

8 Other taxes. Ust type and amount .... _

49,886.

9 Add lines 5 throuah 8 9

Interest You Paid

(See

page A·6.)

Note. Personal interest is not deductible.

Gifts to Charity

It you made a gift and got a benefit for it, see page A·B.

10 Home mortgage interest and points reported to you on Form 1098........................ 10 26 900.

11 Home mortgage interest not reported to you on Form 1098. If paid to the person /';;

from whom you bought the home, see page A·7 and show that person's name, tm

identifying no., and address :,~m

~ ~t

_________ -- -- 1-'1:..,:1+ --i

12 Points not reported to you on Form 109B 1-'1:.:;:2'-1· --1

13 Qualified mortgage insurance premiums (See page A·7.) f-1'-"S'-t- -1

14 Investment interest. Attach Form 4952 if required. (See page A·8.) .l..1'-'4'-'-- --r---I

15 Add lines 1Dthrouah 14 ;.......................... 15

26 900.

16 Gifts by cash or check S.~.~ S.rr.A'r.~.:t1~.N'r R.... 16 9 , 125 •

17 Other than by cash or check. If any gift of $250 or more, see page A·8.

You must attach Form 8283 if over $500 1-'1:,:.7+- ---1

18 Carryover from prior year 1:..::B~ --r--i

19 Add lines 16 thrOl.!Q111 B ~................... 19

9 125.

Casualty and Theft Losses

20

Job.Expenses 21 and Certain Miscellaneous Deductions

(See

page MO.)

20 Casualtv or theft losstes). Attach Form 4684. (See oaoe A·10.l .

Un reimbursed employee expenses- job travel, union dues, job education, etc. Attach Form 2106 or 21 o6·EZ if required. (See page A·1 0.)

.... _------------------------------------

16 880.

23 Other expenses- investment, safe deposit box, etc. Ust type and amount

~b~QQ~Y~~§ 1~L~8~~

21

22 Tax preparation fees 172'72;,+-------1

~fh~

11

2S

24 Add lines 21 through 23 H'2;:.;4~_-'1=---"'-6..L...:8'-'8:o..· =0-"-1'

25 Enter amount from Form 1040, line 3B 1251 659 762 .1~i~

26 Multiply line 2S'by 2% (.02) : L!2~6~_-'1=3...L..::l=.:9:..,:::.5~.

27 Subtract line 26 from line 24. If line 26 is more than line 24 enter ·0· 27

Other Miscellaneous Deductions

28 Other- from list on page A·11. Ust type and amount lt~l

. . ~

= = = = = = = = = = = = = = = = = = = = = = = = = = == = = = = = = = = = = = = = = = = = = = Ij\~~l

28

. Total Itemized Deductions

29 Is Form 1040, line 3 B, over $166,800 (over $83,400 if married filing separate Iy)? o No.

Your deduction is not limited. Add the amounts in the far right column } for lines 4 through 2B. Also, enter this amount on Form 1040, line 4oa.

[Xl Yes. Your ded uction may be limited. See page A·11 for the amount to enter.

SO If vou elect to itemize deductions even !hou_gh they are less than your standard deduction check here

LHA 919501 11-04-09 For Paperwork Reduction Act Notice, see Form 1040 instructions.

Schedule A (Form :1040) 2009

Schedule A (Form 1040) 2009

Page 2

Worksheet Before you begin: "" You cannot take this deduction if the amount on Form 1040, line 38, is equal to or greater than $135,000

----fo~Line_J-..- _J$260,00_0_ifmarried fiJi ng jointly)· __ m m _

New-motor "" '&3"e"ihe' instructions for line 7 on page A·6.--

a

taxes~-·1·Enter4Be=s.tat&-{)r"loca!-sale:s-0r-excisetaxesyou paid in .2009,,,, . .. _ ....

. . ----.------- ····:~-~~~.·.~~:{~t~:i~~.~·~.!£~~~·:.?:!~:~.~~~.:-~~:.~~~~.~~~~~.}~:~:~~~~-~!"; :.~.-.-- .. -

Use this worksheet to figure the amount to enter on line 7.

2 Enter the purchase price (before taxes) of the new motor vehicle(s} '---'2"'---'-- 1'::.;,:;:1

} .

9 Divide the amount on line 8 by $10,000. Enter the result as a decimal (rounded to at least three places). If the result is 1.000

or more, enter 1.000 L..,_,29___i _

(Keep a copy for your records.)

3 Is the amount on line 2 more than $49,500?

DNa. Enter the amount from line 1. DYes. Figure the portion of the tax from line 1 that is attributable to the first $49,500

of the purchase price of each new motor vehicle and enter it here (see page A·6).

4 Enter the amount from Form 1040, line 38

5 Enter the total of any-

Ij Amounts from Form 2555, lines 45 and 50; Form 2555·EZ, line 18; and Form 4563, line 15, and

• Exclusion of income from Puerto Rico

1·····················

6 Add lines 4 and 5 ..

7 Enter $125,000 ($250,000 if married filing jointly) ..

8 Is the amount on line 6 more than the amount on line 7?

DNa. Enter the amount from line 3 above on Schedule A, line 7. Do not complete the rest of this worksheet.

D Yes, Subtract line 7 from line 6

10 Multiply line 3 by line 9 ;...................... 1-'1""0~ _

11 Deduction for new motor vehicle taxes. Subtract line 1 ° from line 3. Enterthe result here

and on Schedule A line 7 11

919502 11-04-C9

Schedule A (Form 1040) 2009

SCHEDULEB

Interest and Ordinary Dividends

OMS No. 1545-0074

a'fllllI

Attaohment .0' 8 -.- ---- - --.- .. Sequenoe No.

"-':~:±AM H~ANDREA L.WHIl!'E

~:~I'_:i:::=:~_-H' fiLlsfnaine of payer. ff any IntereStI~lmEEJ'!3UeN$£Qse(j_ mortgageandtne:buyerused the

.;:;"lnterel::J,?"~ ---"property as-apersonaFresidence,see~Jia:gs:B~t::-a~~t7this;~1:;~it~firsLAi~b,shOwthat . ....•. .

··~;:buyer's social security number and address·~- - -_-_ --_ ..

GOLDMAN SACHS

MORGAN STANLEY

WEI.iL S FARGO

F-ROM K-1 - ENTERPRISE PRODUCTS PARTNERS

2 Add the amounts on line 1

3 Excludable interest on series EE and I U.S. savings bonds issued after 1989.

Attach Form 8815

4 Subtractline 3 from line 2. Enter the result here and on Form 1040A, or Form 1040, line 8a

Name(s) shown on retum

Your soclal sacwity number

(Form 1040A or 1040)

.. __ Dapsrtment. oUhe Treasury 799)- ~ttach to.Eorrn JOtJOA.or1040, _

lnternal Revenue Servict! \

3

. ====Atm:lilnt

---- ---~'--' .--,,-,_._:_.

1,440.

52.

22.

3.

77.

1

Note. If you received a Form 1099-INT,

Form 1099'010, or substitute statement from a brokerage firm, list the firm's name as the payer and enter the total interest shown on that form.

Part II Ordinary Dividends

Note: If you received a Form 1099-DIVor substitute statement from a brokerage firm, list the firm's name as the payer. and enter

. the ordinary dividends shown on that form.

Part III Foreign Accounts and Trusts

2

1 594.

1,594.

Amount

31 184.

7.

5

31,191.

Note. If line 4 is over $1 ,500, you must complete Part III.

5 List name of payer ....

GOLDMAN SACHS

You must complete this part if you (a) had over $1 ,500 oftaxable interest or ordinary dividends; (b) had a foreign account' or c received a distribution from or were a rantor of or a transferor to a forei n trust.

Yes No

FROM K-1 - ENTERPRISE PRODUCTS PARTNERS

6 Add the amounts on line 5. Enter the total here and on Form 1040A or Form 1040, line sa ...... 6

7a At any time during 2009, did you have an interest in or a signature or other authority over a financial account in a foreign country, such as a bank account, securities account, or other financial account? See page B·2 for exceptions and tiling

requirements for Form TD F 90-22.1 " " .. " _ " " ..

b If "Yes," enter the name of the foreign country ~~ _

8 During 2009, did you receive a distribution from, or were you the grantor of, or transferor to, a foreign trust?

927501

10·20-09 If "Yes," au ma have·to file Form 3520. See pa e B·2 _._ __ ._. __ _ .. _ __ . __ ._ _.............. X

LHA For Paperwork Reduction Act Notice, see Form 1040A or 1040 instructions. Schedule B (Form 1040A or 1040) 2009

SCHEDULE C Profit or Loss From Business

(Form 1040) (Sole Proprietorship)

Deparlment of the Treasury .... Parmershtps, joint ventures, etc., generally must file Form 1065 or 1065-B.

----- .. "lnternafRev-enlie-Service' n(9"Qr- ---·---'''·-~7\tt:a:thtoF-orm-to-4"O~'O-40NR~·-OT1041. ~Se'e-tnstructions tor Schedule 'C (Form 1040): .

OMB No. 1545-0074

. - WILLIAM H. - WHITE,.

- --

Name of proprietor

Social security number (SSN)

C Business name. If no separate business name, leave blank:-- o EmployerIDhumi,-er(EIN),lrany

BOARD FEES INVESTMENT MANAGEMENT

E Business address (including suite or room no.) .... l Q.:)._ _S_~l\.J3ltJ?WQQI2. _C_OJJJt1' _

City, town or post office, state, and ZIP code HOUSTON r TX 77024

F Accountlne method: (1) [XJ Cash (2) D Accrual (3) D Other (specify) .... _

B Did you 'materially participate" in the operation at this business during 2009? If "No,' see page C-3 for limit on losses [XJ Yes D No

H If d . d thO busl durt 2009 h k h .". D

- YOU starte or acuune IS usmess unno c ec ere ................................................................... , ... •••...•...•......•.•...•..•..• T.·· .•
PRartj,(ifij Income
1 Gross receipts or sales. Oautlon. See page C-4 and check the box it:
• This income was reported to you on Form W-2 and the "Statutory employee' box }
on that form was checked, or .... D 1 287 231.
....... , ...............................
• You are a member of a Qualified joint venture reporting only rental real estate
income not subject to self-employment tax. Also see page C'3 for limit on losses.
2 Retu rns and allowances ...................................... " ............................................. , .................................................... 2
3 Subtract line 2 from line 1 ........................................................................... , ••••••••••••• u ............................................ 3 287 231.
4 Cost of goods sold (from line 42 on page 2) ................................................................................................................ 4
5 Bra ss profit. Subtract line 4 from line 3 ..................................................................................................................... 5 287,231.
6 Other income, including tedernl and state gasoline or fuel tax credit or refund (see page C-4) ................................................ 6
7 Gross income. Add lines 5 and 6 .......... T ...... + ...................................................................................... dH_·· ........ .... 7 287 231.
Ileatt~llq Expenses. Enter expenses for business use of your home only on line 30.
g Advertising .................................... 8 18 Office expense .......................................... 18
9 Car an d truck expenses 19 Pension and proftt-sharing plans .................. 19
(see page C-4) .............................. 9 20 Rent or lease (see page C-6): i~~1§
10 Commissions and fees .................. 10 a Vehicles, machinery, and equipment ............ 20a
11 Contract lab or b Other busin ess prop erty ........................... 20b
(see page C-4) .............................. 11 21 Repairs and maintenance ........................... 21
12 Depletion .................................... 12 22 Supplies (not included in Part III) ............... 22
13 Depreciation and section 179 23 Taxes an d licenses ................ , ................... 28
expense deduction (not included in 24 Travel, meals, and entertainment ~~l~~
Part Ill) (see page C-5). .................... 13 a Travel ................................................... 248
14 Employee benefit programs (other b Deductible meals and
than on line 19) .............................. 14 entertainment (see page C-6) ..................... 24b
15 Insurance (other than health) ............ 15 25 Utilities .. , ...... , ......................................... 25
16 Interest iijjBV:~ 26 Wages (less employment credits) ............... 26
a Mortgage (paid to banks, etc.) ......... 16a 27 Other expenses (from line 48 on
b Other .......................................... 1Gb page 2) ................................................... 27
17 Legal and professional lEt:;;' ~~t':r
services 17 8 440. ,;!'.:di:f;
••••••••• ........................... r ••
26 Total expenses before expenses for business use of home. Add lines 8 through 27 ....................................... , .............. p.. 26 8 440.
29 Tentative profit or (loss). Subtract line 28 from line 7 ............................................ , ...................................................... 29 278 791.
3D Expenses for business use of your home. Attach Form 8829 ............................................................. , ............................ 30
31 Net profit or (loss). Subtract line 30 from line 29.
• If a profit, enter on both Form 1040, line 12, and Schedule SE, line 2, or on Form 1040NR, line 13 (il you checked the
box on line 1, see page C·7). Estates and trusts, enter on Form 1041, line a. 31 278,791. • If a loss, you must go to line 32.

32 If you have a loss, check the box that describes your investmentin this activity (see page C-?).

• If you checked 32a, enter the loss on both Form 1040, line 12, and Schedule SE, line 2, or on Form 1040NR, line 13 (if you checked the box on line 1, see the line 31 instructions on page C·7). Estates and trusts, enter

on Form 1041, line 3.

• If you checked 32b, you must attach Form 6196. Your loss may be limited.

} }

32a D All investment is at risk.

32b D Some investment is not at riSK.

LHA For Paperwork Reduction Act Notice, see page G-9 of the instructions. 920001 10-22-09

Schedule C (Form 1040) 2009

SCHEDULE C (Form 1040)

Profit or Loss From Business OMB No. 1545·0074

(Sole Proprietorship) "_'i'. :.':m

~ Partnerships, joint ventures, etc., generally mustfile Form 1065 011060-B. ~UU

·~···Afl.a:ch.t!l...Eru:m_1040,]04nNR, or 1041. - ~Se~.[fjsfiuc1iOliSfOfSIDfed!lleC (Form 10401-:-'-· -_~~t~sWb~n~o.09

Department of lh~_J_fl.'a_s_lJI"Y _

lolernal Flavenue Service (99)

Name of proprietor

Social security number (SSN)

____ ..J.. _. ril))ii~]£rul#ne_;;sijt~f4Jfessron;in?!u.d.\ng pr()9"uQOr~rviie{s~e~J)<lQeC"2)

·····WR.ITING- ---. . .,:.= ... - .. _--.'.- ..

C Business name. If no separatetJusiness name, leave blank.

ANDREA FERGUSON

O'Employer ID number (EIN), if any

E Business address (including suite or room no.) ~ 1, Q.~ J3_T.ft.J3.1Ji:WQQ12 _C_OJJJ..J _

City, town or post office, state, and ZIP code HOUSTON , TEXAS 77019

Gross receipts or sales. Caution. See page 0.4 and check the box it

• This income was reported to you on Form W-2 and the "Statutory employee" box on that form was checked, or

• You are a member of a Qualified jOint venture reporting only rental real estate income not subject to self-employment tax. Also see page C-3 for limit on losses.

} ~D

2 Returns and allowances .

S Subtract line 2 from line 1 ..

4 Cost of goods sold (from line 42 on page 2) ..

5 Gross profit Subtract line 4 from line 3 .

6 Other income, including federal and state gasoline or fuel tax credit or refund (see page C·4) .

7 Bross income. Add lines 5 and 6 p...

I'p.~tt;m-H Expenses. Enter expenses for business use of your home only on line 30.

B Advertising 8 1 B Office expense .

9 Car and truck expenses 19 Pension and profit-sharing plans .

(see page C·4) 9 20 Rent or lease (see page C-6):

10 11

Commissions and lees ..

Contract lab or

(seepage C-4) .

Depletion ..

Depreciation and section 179

expense deduction (not included in

Part III) (see page C-5L.. .

Employee benefit prog rams (other

than on line 19) : .

Insurance (other than health) .

a Vehicles, machinery, and equipment ..

b Other business property ..

Repairs and maintenance .

Supplies (not included in Part III) .

10

11

21 22 23

Taxes and licenses .

12 13

12

24

Travel, meals, and entertainment: 3 Travel

13

14

b Deductible meals and

entertainment (see page C-6) .

20 Utilities ..

26 Wages (less employmentcredlts) .

27 Other expenses (from line 48 on

page 2) .

14

15

16 Interest

a Mortgage (paid to banks, etc.) .

bOther .

17 legal and professional

15

16b

services 17

2B

Total expenses before expenses for business use of home. Add lines 8 through 27 ~

Tentative profit or (loss). Subtract line 28 from line 7 .

Expenses for business use of your home. Attach form 8829 .

Net profit or (Joss). Subtract line 30 from line 29.

• If a profit, enter on both Form 1040, line 12, and Schellule SE, line 2, or on Form 1040NR, line 13 (if you checked the J box on line 1, see page C-7). Estates and trusts, enter on Form 1041, line 3.

• If a loss, you must go to line 32. .

If you have a loss, check the box that describes your investment in this activity (see page C-7). }

• If you checked 32a, enter the loss on both Form 1040, line 12, and Schedule SE, line 2, or on Form 1040NR,

line 13 (if you checked the box on line 1, see the line 31 instructions on page C-7). Estates and trusts, enter

on Form 1041, line 3.

• II you checked 32b, you must attach Form 619B. Your loss may be limited.

29 30

31

32

2.
3 2 676.
4
5 2 676 .
6
7 2 676 .
18
19
~~i~
2.0a
2.0b
21
2.2
23
f:~~~
243
24b
25
26 27

2,676.

28 0 •

29 2 676.

30

31

32a 0 Allinveslment is at risk.

32b 0 Some investment is not at rtsk.

LHAForPaperwork Reduction Act Notice, see page C-9 of the instructions.

Schedule C (Form 1040) 2009

920001 10-22-09

Capital Gains and Losses

.... See Instructions for Schedule D (Form 1040). .... Use Schedule' D" 1-to··list·additionai-transactions-tor--Hnes-1-anci-8-. -- ..

*

- 3 Total short-term sales price amounts.

Add lines 1 and 2 in column (d) _ .. _._ _ ._._ .. _ .

4 Short·term gain from Form 6252 and short-term gain or (loss)

from Forms 4684, 6781, and 8824 _ _ _ _ __ ..

5 Net short-term gain or (loss) from partnerships, S corporations, estates, and trusts

from Schedule(s) K·1 _ __ _ __ ._ .. _._._ .. __ ._ _ __ .. _ .. _ .. __ .. __ .

6 Short·term capital loss carryover. Enter the amount, if any, from line 10 of your Capital Loss

Carryover Worksheet in the instructions _ .. _._ .. _ .. _ _ .. _ .. __ __ .. _ _ .. _ _

(e) Cost or other basis

(f) Gain or (loss) Sublract (e) from (d)

B

9

10 Total long-term sales price amounts.

Add lines 8 and 9 in column (d) __ __ ..

11 Gain from Form 4797, Part I; lonq-term gain from Forms 2439 and 6252; and

long-term gain or (loss) from Forms 4684, 6781, and 8824 __ __ . __ __ .

12 Net long-term gain or (loss) from partnerships, S corporations, estates, and trusts

from Schedule(s) K·1 _ _ _ _ _ .. _._ _._ .. _ .. _ _ __ _ _ .. _ .. __ _ .. _ _ .. _. _ _ .. _._. __ .. _.

13 Capital gain distributions _ __ p..~.E S..'r.b~E.:t1E.:t9:'r JQ __ . __ .

14 Long·term capital loss carryover. Enter the amount, if any, from line 15 of your Capital Loss

Carryover Worksheet in the instructions

15 Net long-term capital gain or (loss). Combine lines 8 through 14 in column (fl. Then go to

LHA For Paperwork Reduction Act Notice, see Form 1040 or Form 1040NR instructions.

Schedule D (Form 1040) 2009

920511 10·Z~·09

* ENTIRE DISP OF PASSIVE ACTIVITY

16

Combine lines 7 and 15 and enfer-the result

~~ .. ==---==-== .. ==::,:::::-:=ltJiQe_16 is,~: ~---:---,,-,---:--c==============:::s.=::::=~="=~i=-==:- ~. =;== • __ A_gain,,-EJ_l]_t51!Jb~_a.n19lJ.rl:t:-fniioijine 16J::ifbFtitril l040; line 13,OLEorm1040NR, line·

gofoline 17 below. - _ .. --,'" ~,~ ~. - -._ --.- _--.-

• A loss, skip lines 1 ?through 20 below. Then'gi)Ttrline21, 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?

o Yes. Go to line 18,

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

18 Enter the amount, if any, from line 7 of the 28% Rate Gain Worksheet on page O-B of the

instructions , __ ,,,, _ _ .. __ ,,,,,,.,.,.,, ,.,., .. ,. __ .. _._ _._." "._ ".,.,'.". .,_. ~

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

page 0·9 of the instructions ._, .. ,.,., .. , .. ,.,._.,.,._,., __ _." __ .. ,, _, _._._,.,,:, , .. , __ ,. __ .,. __ . .

20 Are lines 18 and 19 both zero or blank?

[1[J Yes. Complete Form 1040 through line 43, or Form 1040NR through line 40. Then complete the Qualified Dividends and Capital Gain Tax Worksheet on page 39 of the Instructions for Form 1040 (or in the Instructions for Form 1 040NR). Do not complete lines 21 and 22 below.

o No, Complete Form 1040 through line 43, or Form 1040NR through line 40, Then complete the Schedule D Tax Worksheet on page D-10 ofthe instructions, Do not complete lines 21 and 22 below,

21 If line 16 is a loss, enter here and on Form 1040, line 13, or Form 1040NR, line 14, the smaller of:

• The loss on line 16 or

• ($3,000), or if married filing separately, ($1,500)

} ._ S_E_E_,._S.'rb'r,EJ~E_N'r .l.-.l.-_.,.,., .. __ ..

Note. When figuring which amount is smaller, treat both amounts as positive numbers.

22 Do you have qualified dividends on Form 1040, line 9b, or Form 1040NR, line 1 Db?

[1[J Yes, Complete Form 1040 through line 43, or Form 1040NR through line 40. Then complete the Qualified Dividends and Capital Gain Tax Worksheet on page 39 of the Instructions for Form 1040 (or in the Instructions for Form 1040NR), .

o No, Complete the rest of Form 1040 or Form 1040NR,

920512 10-23-09

Page 2

Schedule D (Form 1040) 2009

Continuation Sheet for Schedule 0 (Form 1040) .

tlepartm"riCiiftneTreaaury -'---"--"-' ... Seei nstructions for Schedule o (Form--1040).--- ....

Intarnel Revenue S';·rv;os (99)-", Attacn-to-Schedule D to list additional transactions for lines 1 and S.

SCHEDULE 0-1 (Form 1040)

OMS No. 1545-0074

._--+- ------Attachment - .

-r--' SequenceNo.12A

....... ·-------·-:.:· .. :: .. ·-=--:::c~~.~O~-".~-·~ .. ~ .. ~~~,;jg=..~. ..- -.----.

".

Nam~('" shown nn return

Your SO Ili a:! security number

(al Description of property (blDate (e) Date sold (d] Sales price (e) Cost or (f] Gain or (los.)
acquired
(Example: 100 sh, XVZ Co.) (Mo., day, yr.) (Mo., day, yr.) other basis Subtract (eJ from (d)
NUVEEN MUNICIPAL VALUE FUND 10/07/08 01/21/09 45 90l. 43 500. 2 401.
NATIONAL OILWELL VARCO INC. VARIOUS 01/30/09 139 535. 191 405. (51 870.)
JOHNSON CONTROLS INC 10/14/08 03/18/09 9 670. 25 320. (15,650.)
NUVEEN MUNICIPAL VALUE FUND 10/08/08 03/26/09 44 044. 4L 549. 2,495.
NUVEEN SELECT MAT MUN FD WARIOUS 06/17/09 29 313. 26r910. 2 403.
SINGAPORE FUND INC VARIOUS 06/17/09 38 599. 37 475. 1 124.
BERKSHIRE HATHAWAY INC.
CLASS A 10/10/08 09/08/09 98r747. 110 100. (11,353. )
COCA-COLA COMPANY WARIOUS 09_L08/09 74_L473. 69 291. 5 182.
GENERAL DYNAMICS
CORPORATION 10/15/08 09/08/09 61 034. 60,790. 244.
NUVEEN SELECT MAT MUN FD WARIOUS 09/08/09 29 817. .27 ,800. 2 017.

CISCO SYSTEMS 03/18/08 09/09/09 110,822. 80_I_650. 30,172.
COCA-COLA COMPANY 03/11/09 11/25/09 90 989. 74 632. 16,357.
CALL/DWNAR @ 90 EXP
01/17/2009 02/28/08 01/17/09 2 950. o . 2 950.
CALL/BIIB @ 55 EXP
07/18/2009 12/22/08 07/18/09 3 950. o . 3 950.
CALL/COP @ 60 EXP
05./16/2009 11/25/08 01/21/09 20 400. 5 480. 14 920.
CALL/KO @ 50 EXP'
05/16/2009 10/21/08 05/16/09 3 150. o . 3 150.
CALL/GD @ 65 EXP 08/22/2009 01/05/09 08/22/09 4 150. o . 4 150.
CALL/EPD @ 25 EXP
09/19/2009 03/25/09 07/28/09 1 640. 1 640. O.
CALL/EPD @ 25 EXP
12/1912009 04/23/09 07/27/09 2 375. 2 375. o.
CALL/EIP!) @ 25 EXP
12/19/2009 04/23/09 10/27/09 475. 475. o.
CALLICSCO @ 17.5EXP
01/16/2010 03/18/09 09/09/09 9 200. 26 250. (17 050. )

2 Totals. Add the amounts in column (d). Also, combine the !'~[·i[b~;~mJl;}*r{·.NM·,Jt
amounts in column (f). Enter here and on Schedule D, line 2 ........................... ~ 2 821 234. <4 408. >

LHA For Paperwork Reduction Act Notice, see Form 1040 or Form 1040NR instructions.

Schedule 0·1 (Form 1040) 2009

910191 10-23-09

Schedule D-1 (Form 1040) 2009

Attachment Sequence No. 12A

Page 2

Name(s) shown on return. 00 not enter name and social security number it shown on page t.

WILLIAM H~-ANDREA L. WHITE

Your social security number

.. 11Rii!;t~ILI [on9-·1 arm Capitat:Gains:::and=Losses - ASsets Held More Thall 0, Ie "leal

:/ ... _~.~: _ ... d~.=~;~-~Ja~;f:'f~~~~f f~i~~~ ~ __

.- .. _._. ..... ._"-

BERKSHIRE HATHAWAY INC. CLASS A

08/08/05 04{08j09

89 298.

-

5 498.

. _._( e) Cost or -otH:ei'-b~E!il.5---~·-

83 800.

9 Totals. Add the amounts in column (d). Also, combine the

amounts in column (fl. Enter here and on Schedule D line 9 9

5 498.

910192 10-23·09

Schedule 0-1 (Form 1040) 2009

SCHEDULE E (Form 1040)

Supplemental Income and Loss

(From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMJCs, etc.)

(QQ)....Atiichlo:F-orm1040 ;-1040NFl,o[ Form1IiIC- ~Seelni;tructions to r ScheduleT(Fofm1 040)-:- :-~~l~~~~c~nto~~~--

Your social security number

-----Dep-arlrnent-oftheTreasury

--Internal Rev.nue Service

hl~mo(" \ ~hnlMn nn ""urn

OMS No. 1545-0074

-========~W~IIJ~-----'=T:iLIAMH-~- --&---'-1UIDff-- YQR~E~A~::~h~-_. __ ~-Wrr~-~I~- T~E~~~~~~:---

----~~~~~-------lffiiiffl:&r?I-----liiCqme--or-1J9sS'Er()rrt:~~~-aI~$tll-_E:~t~nd-R(l~altigSNtite.-lfYOlrarein'tlTeilUSirleSsD1±ell~nlrP_I:tir_op_eJ1Yihstr-_

--_. C Schedule C or C"EZ (see page E-3) 11 you areanindlvldual, ~eport tarmrmital income or loss from Form 4835 on paoe-2-,'line -40~c,

1 List the type and address onaah rental real estate property: 2 For each rental real estate property listed Yes No

A RENTAL PROPERTY on line 1, did you or your family use it

1.3.4-N. 100 WEST MOAB UTAH during the tax year for personal purposes A X

B RENTAL PROPEfRTY for more than the greater of: • 14 days or

15'6 N. 10 0 WEST, MOAB UTAH • 10% ot the total days rented at fair B X

C rental value?

(See page E-3) C

Properties Totals

ABC (Add columns A, B, and C.).

3 Rentsrecelved .. . __ ...... __ ._ .. .. _............ 3 5,025. 5 r 300. 3 10 325.

~~------~~~~----~~~~~------------_r~+-----~~~~~

4 Royalties received ... .. _ .. _ .. _ .. _ .. __ ......... _ ...... _ 4 4

Expenses:

6 Advertising -- __ __ _ _ .. __ 1-----'6'--1----------t--------1---------J;o

6 Auto and travel (see page E-4) -------- .. - .. __ .. 1-----'6'--1---------+--------1---- -1';,

7 Cleaning and maintenance 1-----'7'---1--- +- +- 1'""-,,.

8 Commlssions_ .. __ - "'"'' 1-----'8'--1--- -1- -+- -1 ~!

1~ ~neSgu~a~~~ oth~~-~·~~i~~·~i~~~-I-i~-~~ .. :::::::::::::::::: 1~ Illl~~'\

~~ ~~~:~~:~;:e~::~ ~~id-t~-b~~k~:-~t~~-- ---.. 11 l~w~l

(seepageE-5) . .. _ .. _ . ~1~2_r-------~-------~--_~--~12~- ---~

:~·:.:.:.::;;-h::.:;;

Income:

13 Other interest _ .. __ _ .. _ __ _ .. _ ..

14 Repairs _ __

15 Supplies .. __ .. _ __ _ .. _ .

16 Taxes .. _ .. _ _ .. .. _ _ .. __ ..

17 Utilities _ _ .. .. _ .. _

1S Other (list) .. ~

SEE STATEMENT 12

13

1 286.

579.

14

15

404.

836.

16

17

455.

SEE STATEMENT 13

483.

18

19 Add lines 5 through 18_ .. .... ........ _ ........ ,

19

2 145. 1,898. 19 4 043.

20 Deprndationexpenseordep~tion(seepageE-5) ~2~0~--~2~5~1~9~.~--~3~O~4~O~.~--~---~2~o~---~5~,~5~5~9~.

21 Total expenses. Addlines 19 and 20 _ r-=-2.:_1 -+- __ ---"4'--',._6=----=-6-=4:_:.+- 4'O::'.I....::. ,9_:3::__:8:::___:_0t_-----______i:

22 Income or (loss) from rental real estate

or royalty properties. Subtract line 21 . tram line 3 (rents) or line 4 (royalties). If the result is a (loss), see page E-5 to

find out if you must file Form 6198_",, __ ..... __ . f---'=-22"----j --'3:::____:::_6--'=1:_:.'-I--- ______:::3~6~2==____=__.t_-----______i

23 Deductible rental real estate loss. Caution.

Your rental real estate loss on line 22 may

be limited. See page E-5 to find out if you must file Form 8582. Real estate professionals

mustcornplete line 43 on page 2 .. __ " ..... ", L!:2~3-L --LIl. _iJJ. ___'F

24 Income. Add positive amounts shown on line 22. Do not include any losses "" _,, __ ,,_ .. "." .. "" "_ .. ,, .. _ .. " _" _ " r---=-24-'-------t,------ ------'7----'2=--3~.

25 Losses. Add royalty losses from line 22 and rental real estate losses from line 23. Enter total losses here _ .. ,, .. .. _ _ 1---"2.=-5---1'-( --'-)

26 Total rental real estate and royalty income or (loss). Combine lines 2~ and 25. Enter the result here.

If Parts II, III, IV, and line 40 on page 2 do not apply to you, also enter this amount on Form 1040, line 17, or Form 104QNR, line 1B.Otherwise, include this amount In the total on line 41 on page 2 .. _

723.

26

9214B1 10-23+09 LHA For Paperwork Reduction Act Notice, see instructions.

Schedule E (Form 1040) 2009

SChedule E (Form 1040) 200B

Attachment Sequence No: 13 Page 2

Na"'e(s) shown an return. Do not enter name and sociaL security number II shown an page 1.

Your social security number

~2.i ~ __ l\rej'OU'fepgr1jng ~nyJoAS3lotalfuweaJia prior year. due]O'theat -risk or basis ljmltation~, -~-p~ar.utiaJI9~~!IJQ~stc9J!!~._. . ..~ ..

passlVB'actMtY·(ii11rariuss'Was norriWiKiiliiwForiiI8582), or unreimbursed-partnership experiS.8S", _ :.:': .. " ,.-,,;. ,.:.i:i;.~' ::=t=]'fes-OO'No-

ltvnaanswerec ''Yes' see oaaeFTb-gfore completing this section. . ...

28

(a) Name

(d) Employer identification number

* ~B~E~N~T=E~R=P~R~I~S=E~P~R=O=D~U~C~T=S-=P=A=R=TN==ER=S~ ~-P~~--~~7~6--0=5~6~8~2~1=9~------

G

D

(h) Nonpassive loss from Schedule K"1

(i) Section 179 expense (j) Nonpassive income

~eduction from Form 4562 from Schedule K"1

A BTEC INVESTMENTS LLC P

(b)EnlerPl0r (e) Check parlners~IPiS I foreign er S corpora.on partnership

(e) Check If any amount is not at ri5K

Passive Income and Loss

Nonpassive.income and Loss

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

163 000.

(gl Passive income from Schedule K-1

A

PTP~B~ ~1~3~O~1~6~'~ 1- -r ~ ___

C

b Totals I 13 016. 1,,)~,:;;-:;>c."'c;;;·,::':;'Yid:rH ""}:~:';j""':":i"·";;"';'i;i;gi:Tf"::

3D Add columns (g) and (j) of line Z9a _ _.......... 30 163 f a a 0 •

31 Add columns (f), (h), and (i) of line 2gb _........................................... 31 ( 13 016.)

I"PaIt1IWi!lncome or Loss From Estates and Trusts

32 Total partnership and S corporation income or (loss), Combine lines 30 and 31. Enter the

result here and include in the total on line 41 below 32

149 984.

33

(a) Name

(b) Employer identification number

A

Passive Income and Loss

Nonpassive Income and Loss

B

(e) Passive deduction or loss allowed (attach form 8582 if required)

(d) Passive income from Sclledule K"1

(e) Deduction or loss (f) Other income from

from Schedule K-1 Schedule K-1

A

b Totals.................. ....... I '::;t,D;:';'!'f'\;;o',:,>,

35 Add columns (d) and (f) of line 34a .. r35~ _

36 Add columns (c) and (e) at line 34b _ ~36~..:..( ~)

37 Total estate andtrust income or (lOSS). Combine Iines35 and 36. Enter the result here and include in the total ali line 41 below 37

11g~i~~I;\'t,'1I Income 'or Loss From Real Estate Mortgage Investment Conduits (BEIVlIO$) - Residual Holder

(b) Employer (e) Excess inclusion from (d) Taxable income (net (e) Income from

38 (a) Name identification number Schedules a, line zc loss) from Schedules G, Schedules a, line 3b

line 1b

39 Combine courmns (d) and (e) onlv. Enter the resulthere and include in the total on line 41 below __ 39

40 41 42

43

921501 10-23-09

Schedule E (Form 1040) 2009

SCHEDULE SE (Form 1040)

Self-Employment Tax

___ Department.cf the TreaSlJ(L~ Internal Revenue Service __ (~g)

Attachmenl- ·1· 7 SequencE----No.

OMS No. 1545-0074

Name of person with aelt-employment income (as shown on Form 1040)

Social security number of

. -. ._.. -. _.

~~=_'~~l'itjJV'llI.seEile Sb1i~i:h.ile SE You musHileSchedule SEif:

• 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" of Long Schedule SE (see page SE4).

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 1 040, line 56.

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 tillS in 2009?
No Yes
" t ,,.
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 yes ...... or railroad retirement (tier 1) tax plus your net earnings from
on earnings from these sources, but you owe sell-employment ~ self-employment more than $106,BOO?
tax on other earnings?
~ No No
Are you using one of the optional methods to figure your net Yes Did you receive tips subject to social security or Medicare ~
earnings (see page SE-4)? ... tax that you did not report to your employer?
No No
Did you receive church employee income reported on Form W-2 Yes ~ Did you report any wages on Form 8919, Uncollected Social ~
of $108.28 or more? I ... Security and Medicare Tax on Wages?
~ No
~,.
I You may use Short Schedule SE below I You must use Long Schedule SE on page 2 I
... Section A~Short Schedule SE. Caution. Read above to see if you can Lise 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 _ 1---. 1!!:a4-- _

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 Y .. _._. t--"1b"-l- _

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,W.:t1."r ... J.4. ~2~+-- ___;2!:...L-"'6~7~6~.

3 Combine lines 1 a, 1 b, and 2 _............................................................................................. f-----.!3'"--1 -'2"--L~6...!.7..::6~.=_

4 Net earnings from self-employment. Multiply line 3 by 92.35% (.9235). If less than $400. do not

file thisSdhedLile; you do not owe self-employment tax 1--4-'----+- __:2::o..L_,4:_7'-=1-=-..

5 Self"emplqyment tax. If the amount on line 4 is:

o $106:800 or less, multiply line 4 by 15.3% (.153). Enter the result here and on Form 1040, line 56.

• More than $106,800, multiply line 4 by 2.9% (.029). Then, add $13,243.20 to the result.

Enter the total here and on Form 1040, line 56 _ .

6 Deduction for one-half of self-employment tax. Multiply line 5 by 50% (.50). I 6

Enterthe result here and on Form 1040 line 27 .

189.

LHA For Paperwork Reduction Act Notice, see Form 1040 instructions.

924501 1O-20-0g

Schedule SE (Form 1040) 2009

Schedule SE (Form 1040) ;!OOg

Attachment Sequence No. 17

Page 2

Name of person with sott-ernployment income (as shown on Form 1040)

Social security number of

_ _l)erson_~~!~ self-employment . __ ._ ....

income _ ~ ~

---WILLIAM H. WHITE Sectton B ~ Lon:g:::S:ctJed

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 110- D

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 1 a and 1 b if you use the farm optional method (see page SE·4) 1---'1.:::a-+ _

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 Y ... 1-'1""h-+ _

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.

Note. Skip this line if you use the nonfarm optional method (see page SEA) _ .. S.~$ $.'X.ArrE.~E.N'r J5 i---=2~----=2=-7!...8"'-'-...:..7..:::9'-=1::....:.....

3 Comb ine lines 1 a, 1 b, and 2 1---'3"--11-- __ -=2=--7=--=-B..L....:7,-'9::,.=1~.

4 a If line 3 is more than zero, multiply line 3 by 92.35% (.9235). Otherwise, enter amount from line 3 f--"'4c:::a-+ 2",_",5:..;7,-,--"4:..:6:..3,,,-=-.

b If you elect one or both of the optional methods, enter the total of lines 15 and 17 here 1-"4"'b'-+ _

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 5 a Enter your church employee income from Form W·2. See page SE·1

for definition of church employee income '--"5""a-'- ---'I'.".""":1

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

6 Net earnings from self-employment. Add lines 4c and 5b ..

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 2009 .

257 463.

257 463.

106,800.00

8a Total social security wages and tips (total of boxes 3 and 7 on Form(s) W·2) and railroad retirement (tier 1) compensation. If $106,800 or more, skip

lines 8b through 10, and go to line 11 p8""a+ l==---:O:.,:6::...L-=-"'-''-=1.

b Unreported tips subject to social security tax (from Form 4137, line 10) f---"B""b+ -------+

c Wages subject to social security tax (from Form 8919, line 10) l.....-"::::c:....J.. .r.'''''''.:.'1

d Add lines 8a, 8b,and 8c __ +-=8:.::;d-+- _

9 Subtract line Sd from line 7. If zero or less, enter ·0- here and on line 10 and go to line 11 _ .. _ .. _.................... ~ 1---'9=--+- _

10 Multiply the smalJerofline 6 or line 9 by 12.4% (124) 1----'1.:;:,0-+ ---:-=-_

11 Multiply line 6 by 2.9% (.029) 1-'1--"-1-+'- --''-'-.:;;...:0...;::...;'-

12 Self-employment tax. Add lines 10 and 11. Enter here and on Form 1040, line 56 .

4,360.00

13 Deduction for one-half of self-employment tax. Multiply line 12 by

50% (.§O).l!n .tl'\e result here and on Form 1040, line 27.............................. 13

:~~:~J,tI;~U~lq"" ethods To Fi ureNet"Earnill s (see page SE·4)

Farn; 6~ti(jn~rM'giWgd. You may use this method only if (a) your gross farm income 1 was not more than $6,540, or (b) your net farm profits 2 were less than $4,721.

14 Maximuminc,0me for optional methods .

15 Enter the sn\i!Uer of: two-thirds (2/3) of gross farm income 1 (not less than zero) or $4,360. Also include

this arilouhf6hJine 4b above .

Nonfarm ·Qpticinalf~E!thod. You may use this method only if (a) your net nonfarm profits 3 were less than $4,721 and also lessthan 72.18~;% of your gross nonfarm incornef 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 flve times.

16 Subtract line 15 from line 14 1---'1""6'-+ _

17 Enter the smaller of: two-thirds (2/3) of gross nonfarm income 4 (not less than zero) or the amount on .

line 16. Also include this amount on line 4b above L....;1,_,_7_L _

1 From Soh, F, line 11, and Sch. K-1 (Form 1065), box 14, code B. 3 From Sch, C , line 31; Soh, C-EZ, line 3; Sch. K·1 (Form 1065), box 14, code A; and

2 From SGh. F, line 36, and Sch. K·1 (Form 1065), box 14, code Sch. K-1 (Form 1065-B), box 9, code J1.

A - mnus the amount you would have entered on line 1b had you 4 From Sch. C, line 7; SCh. C-EZ, line 1; Sch. K-1 (Form 1065), box 14, code C; and

not used the optional method. Sch. K-1 (Form 1065-B), box 9, code J2.

924502 10-20-09

Schedule SE (Form 1040) 2009.

Form 111:6

OMB No. 1545-0121

. "

Oeparlme"foTthe Tr."'UrY--lnterrial Reve"iJeService (gQ)

Foreign Tax Credit

-----.- (Indivldual, Estate,_OLTr.ust) __ .

_______... Attach to Form 1040, 1040NR, 104-1Tor 990-T.

Atlachment· 19' Sequence No .

lri~nfifuinn...number as shown on page 1 of your tax return

............... -.--.- .. - .. -.--~~~:~~~~ ====~-'

- ----W-r:CL'lAR;c]-k. & ·ANDREA~E

:ccc:·,,··.··:::c·"'~~ "''::-::::: =-.::::- ~~~~~~;".,.--, -.---- .. - .

... _...... ..'

. Use a separ<itif-FormTC\5iO'2eaciTcategu~yM'l"come1rStffii below. 8eeCate1!ories-ofiticome~beginlilftt)::6ii;page-a:iif1heinstrlJ~tlflnS".CheG~qnly onii'box o'neaeR":'::-

Form 1116. Report all amounts in U,S;doliars except where-specified in Part II below. . . . . . . ..

a [Xl 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 (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 coun

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

possession .

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

b Check if line 1a is compensation tor 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 jnctrll,,!tinncl

Deductions and losses (Caution: See pages 13 and 14 of the instructionS):

2 Expenses definitely related to the income on line 1a

(attach statement) .

3 Pro rata share of other deductions not definitely related:

a Certain itemized deductions or standard deduction

b other deductions (attach statement) .

c Add lines 3a and 3b ..

d Gross foreign source income .

e Gross income from all sources .

Divide line 3d by line 3e .

9 Multiply line 3G by line 3f .

4 Pro rata share of interest expense:

a Home mortgage interest (use worksheet on page 14

of the instructions) .

b Other interest expense .

5

(s) Total foreign taxes paid or accrued (add cols. (0) through (r))

LHA For Paperwork Reduction Act Notice, see separate instructions.

911501 12-08-09

Form 1116 (2009) WILLIAM H. & ANDREA L. WHITE

Page 2

.10.,Qaff,yDaGk::9r--Carryoverj.~acMetaijed Gomputa~tioo~n~) --:::':'" .~. '':': .. :.:,' .. ::::'. '';'''::';' "~:'~'§1"~§;::§: :~; -. ~.::.;;;:: .~·:·:~ .. §,c.§ •. § ... § ... § ... § .. ~ .. ~10~.....::~§§===:-:- .. ~._~c ~:-·~i;J-.:: .,---:--,,--:---::c==='===:::'=="':::::" ::cc-';;,,:;'~' .~ ...

- .•...........•....•..• :-1i;;;~;~~~:9::an{btD ~.:~ ~~:::-::~:~ .. : .. -.:.~.::.-:-.~~= .. ~:- ~~=::: :~s:~: .. ~:.·.:i-,:1~:·::_. . ~. ·1-~~9~2=::= ~'1'~ ---.-----::::~:.~~= .. -.~~ .. ~ ..•. ~-= .. =.~~-"" ..

12 Reduction in foreign taxes " ".................. 12 .!H~;

~;Bartt~lIJm F!guring the Credit

I::H --------_... ...,:':

9 -- 1 392. ';';'i 1'./;]

. . 9 Enter thJl_9..mounUrom Iin!l.B,Ihese are Y_Qurtotal foreigntaxesp_a.[g or accJJI_~Q_n _

for the category of-income checked above Part I ~: : ..

13 Subtract line 12 tram line 11. This is the total amount of foreign taxes available for credit ,.,.1""3'+- =1..L...::3'-'9~2,_,'-...

14 Enter the am.ount from line 7. This is you: taxable income or (loss) from sources o. utside the (Wi;

United States (before adiustments) for the category of income checked above Part I 14 4 561 • If):;

,'\1'

15 Adiustments to line 14 L1!.!;5:.L_ -1 r;~~

16 Combine the amounts on lines 14 and 15. This is your net forei[ln source taxable income. lii~

(Ifthe result is zero or less, you have no foreign tax credit for the category of income I I '\

you checked above Part I. Skip lines 17 through 21. However, if you are filing more than i I

17 1::~::~:I::1~~;~~~ema:::~~~~e:e ~:r~i~~4~·:;;~~·~·~·~~·i~~·~·~·~~~~·~~~·~·~~·~~;~ .. ·............. 16 4 561. {lJl

8914,line 6). If you are a nonresident alien, enter the amount from Form 1040NR, .in)

line 38 (minus any amount on Form 8914, line 6). Estates and trusts: Enter your taxable iVY\

income withoutthe deduction for your exemption S.~~ S.TA~E~~NT .. .l.~. 17 561 311 .I'=;'?i

Caution: 1f you figWed your tax using the lower rates on qualified dividends or capital gains, see instructions.

18 Dlvlde line 16 by line 17.lf line 16 is more than line 17, enter "1' 1-1""8+- ..o. • ..=0'-'0'-'8=-1=2'-=..6

19 Individuals: Enter the amount from Form 1040, line 44. If you are a nonresident alien, enter the amount

tram Form 1 04 0 N R, line 41.

Estates and trusts: Enter the amount tram Form 1041, SChedule G, line 1a, or the total of Form 990-T,

lines 36 and 37 .

19

162 563.

Caution: If you are completing line 19 forseparatecategorye (lump-sum distributions), see pg. 19 of the instructions.

20 Multiply line 19 by line 1B (maximum amount of credit) r2""0+- --=1:..L..:3=-2=1,_,'-...

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 line 27. Otherwise, complete the appropriate line in Part IV 21

1 321.

22 Credit for taxes on passive category income 22 ii:B[

23 Credit for taxes on general category income j.!!2~3+----_----1it:fm

24 Credit for taxes on certain income re-soureed by treaty _.............................. 24,;;

~~':

25 Credit for taxes on lump-sum distributions L:2~5~ -1"''''''1

26 Add lines 22 through 25 : 1-'2~6~ -c---,----,-_

27 Enter the smaller of line 19 or line 26 1-'2:.:7-+- =1-<..:3:..;2=1...:...

28 Reduction of credit for international boycott operations 1-'2""8~ _

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

1 321.

911511 12·08-09

Form 1116 [2009)

Sales of Business Property

(Also Involuntary Conversions and Recapture Amounts Under Sections 179 and 280F{b}(2))

. ---+·-Attach-to-your-ta)C-retur~·--"""'-See--separate instructions.-

Department of the Treasury --------Wil<ffna\ RBVenm.-Servlce-(gg)

Name(s) shown on return

OMB No. 1545-0184

1"lfl"'S

:-4 ~ ','

,._~.\.'T._;_.-_~ ;,--:;

AllaCl'!ment 21

--- -------Sequence No. -------

IdenUfylng number

u-----WrhLIAM H. & ANDREA··~WH-I[!E __

tEnter t~fgrosspro~~~a~ _~~om_s_a.J·eS;2[~9jjanges:~grtedt?;~~_-.tor200.9.0_·n.Fof.'m(.S) 1099:S .. -o.r1D99'S - .9=-- __

-----. -- - .. --:(orsubstitute-st<!tement) that you areil'lettmit}Q--onJirie2i-'10~~ : .. ~~: : ;;:: ::c~~:::-:.~ : :~~~1'H --- ----_- - __ -. ----

IlRiimjl*U S·~!.es·o-rExdJ:li3nges of Propf:)rwUsed~in a Trade"or Business and lnvcluntaryOonverslonsFrom Ot!1er Than Casualty or Theft ... Most Property Held More Than 1 Year (see instructions)

(d) Grass sales price

(a) Description of property

(e) Date sold (mo., day, yr.)

ENTEr&PRISE PRODUCTS

(e) Depreciation allowed or allowable since acquisltion

(f) Cost or ather . basis, plus improvements and expense of sale

(b) Date acquired (mo., day, yr.)

2

(g) Gain or (10SS) Subtract (Q from the sum of (dj and (e)

* PARTNERS

<306.>

3 Gain, if any, from Form 4684, line 43 :.............. 1---'3"'-+-- ~ __

4 Section 1231 gain from installment sales from Form 6252, line 26 or 37 f-:4;::_t-'--------

5 Section 1231-gain or (loss) from like-kind exchanges from Form 8824 ; _ .. 1---'5~+-- __ ~ _

6 Gain, if any, from line 32, from other than casualty or theft " " 1-6=,-,-. +-- ----:_

7 Combine lines 2 through 6. Enter the gain or (loss) here and on the appropriate line as follows: .

Partnerships (except electing large partnerships) and S corporations. Report the gain or (loss) following the instructions for Form 1065, Schedule K, line 10, or Form 1120S, Schedule K, line 9. Skip lines 8, 9, 11, and 12 below.

Individuals, partners, S corporation shareholders, and all others. If line 7 is zero or a loss, enter the amount from line 7 on line 11 below and skip lines 8 and 9. If line 7 is a gain and you did not have any prior year section 1231 losses, or they were recaptured in an earlier year, enter the gain from line 7 as a long-term capital gain on the Schedule o filed with your retum and skip lines 8, 9, 11, and 12 below.

S Nonrecaptured net section 1231 lossesfrorn prior years (see instructions) J...-!8~+-_- _

9 Subtract line 8 from line 7. If zero or less, enter -0·, If line 9 is zero, enter the gain from line 7 on line 12 below. If line 9 is more than zero, enter the amount from line 8 On line 12 below and enter the gain from line 9 as a long-term

ca ita! ain on the Schedule D filed with our return see instructions) " "........................ 9

Ordinary Gains and Losses (see instructions)

11 Loss, if any, from line 7 .

12 Gain, if any, from line 7 or amount from line 8, if applicable """" .

13 Gain, if any, from line 31 :.

14 Net gain or (loss) from Form 4684, lines 35 and 42a " .

15 Ordinary gain from installment sales from Form 6252, line 25 or 36 ..

16 Ordinary gain or (loss) from like-kind exchanges from Form 8824 .

17 Combine lines 10 through 16 .

18 For all except individual returns, enter the amount from line 17 on the appropriate line of your return and skip lines a and b below. For individual returns, complete lines a and b below:

a If the loss on line 11 includes a loss from Form 4684, line 39, column (b)(ii) , enter that part of the loss here. Enter the part of the loss from incorne-producinq property on Schedule A (Form 1040), line 28, and the part of the loss from property used as an employee on Schedule A (Form 1040), line 23. Identify as from "Form 4797, line 18a."

See instructions .

b Redetermine the gain or (loss) on line 17 excluding the loss, if any, on line 18a. Enter here and on

LHA For Paperwork Reduction Act Notice, see separate instructions.

*ENTIRE DISP OF PAS ACT

9 180 11 10-22-09

Form 4797 (2009)

Form 4797 (2009}WILLIAM H. & ANDREA L. WHITE Page 2

l~iP.at;t:mn Gain From Disposition of Property Under Sections 1245,1250,1252,1254, and 1255 (see instructions)

- ----_.-----_.----- .. -,._ .. _ .. . _ .. _ ... "'_"'- . --
- ._-_.". ------ (b) Date acquireu-- (e) Date sold
19 (a) Description of section 1245, 1250, 1252, 1254, or 1255 property: (mo. dav,yr.) (mo., day, yr.)
.~ .. -- _ ... ---
A .. c_ .. ..... _ .... ---- -- . - __ ._ _.- .. ~ . -=
--- --". -- __ ~,_ ,.c - . --------
"~ ~. -. "'--, .. ._- -- -,.,- -,,----.
B --- --cecc- c-=~--c _:;C:C, -_ - - ,--, " '-,= -- _-::-_-- ----c- ------
_---- _ .. _- ",_ --- . __ ...
__:.'~j!£cc --- _:~: ' . -"'--'-~ . -- .... --__,...' _
,- C ---~-"',_~------- ,'--".---' " .. -,-" --
D _.,,_ .. _-_ ----
These columns relate to the properties on
lines 19A through 19P, ~ Property A Property B Property C Property D
20 Gross sales price (Note: See iine 1 betore comllieting.) 20
21 Cost or other basis plus expense of sale ........ , ... 21
22 Depreciation (or depletion) allowed or allowable .. _ 22
23 Adjusted basis, Subtract line 22 from line 21 , ..... 23
24 Total aain. Subtract line 23 from line 20 ... _._ ..... _ .. _ 24
25 If section 1245 property:
a Depreciation allowed or allowable from line 22 ... 25a
b Enter the smaller of line 24 or 25a ._ ....... _ .. H ••• __ ._ 25b
26 If section 1250 property: If-straight line depreciation
was U sed, enter -0- on line 26g, except for a corporation
subject to section 291.
a Additional depreciation after 1975 (see instructions) .. - 26a
b Applicable percentage multiplied by the smaller
of line 24 or line 26a (see instructions) r •••••••••••••• 26b
c Subtract line 26a from line 24. If residential rental
property or line 24 is not more than line 26a, skip 26c
lines 26d and 26e -_ ...........................................
d Additional depreciation after 1969 and before 1976 ...... 26d
e Enter the smaller of line 260 or 26d .................. 26e

f Section 291 amount (corporations only) ......... ". 26f
q Add lines 26b 2.6e and.26f _._._ ............. __ ._._ .. _ ... 260
27 If section 1252'JlrOperty> Skipth is sea.lion if you did not
dispose of farmland or if this form is being completed for
; a partnership (other than an electing large partnership),
a Soil, water, _and land clearing expenses ......... _ ... _. 27a
b Line 27a multiplied by applicable percentage _.H ......... H 27b
c Enter the smaller of line 24 or 27b ............. _ ... _ .. _ 27c
28 If section 12!?4property:
a Intarilijble~rilliiioan(ld:llvelOllment costs, expenditures
for deyel(Jpine~t dfnilfies and other natural deposits,
mining exploration costs, anddeplstlon (see instructions) 28a
bEnt -ler-of liRe,24 or 28a ._._ ...... _. __ ... _.:. 28b
'.
29 If~:
a Ap. . ." ........ '. ' ... Mpayments excluded 29a
frbiiiihbOmEj"uM~er-sedion 126 (see instructions)
b Enterthe-$m<1lil~;' otllne 24 or 29a (see instructions) -2gb
":-"
._-" Sumh'raryoftRaf.t"ltI Gains. Complete property columns A through D through line 29b before going to line 30.

30 Total gains for all properties. Add property columns A through D, line 24 _._ _._ __ .. _._._ _ ""'''_ ~3:!::.O+ _

31 Add property columns A through D, lines 25b, 26g, 27c, 28b, and 29b. Enter here and on line 13 .... _. __ .... " _ .. _ ... _ .... _ 1-----"3-'-1-+- _

32 SUbtr?9t li0e 31 from line 30. Enter the portion from casualty or theft on Form 4684, lins 37. Enterthe portion

frontotIiH_thait_casualtv or theft on Form 4797 line 6 """_'" _. . . __ ._._ _ __ ._ _. _. . ." .. _ . __ 32

1,1F!af;f~iN~r~e6~liittire Amollhts Under Sections 179 and 280F(b)(2} When Business Use Drops to 50% or Less (see lnstru ctions)

(a) Section (b) Section
179 280F(b)(2)
33 Section 179 expense deduction or depreciation allowable in prior years . __ .. _ ..... __ ..... _ ...... _ ..... _. 33
34 Recomputed depreciation- (see instructions) .......................................................... ,. ............ 34
35 Recapture amount. Subtract line 34 from line 33. See the instructions for where to report ..... 35 918012 10-22-09 Form 4797 (2009)

6~'51

~:_/ ~ - -:- .

Form· ./_ '·c"' ,

Alternative Minimum Tax - Individuals

'" Attach to Form 1040 or Form 1040NR.-'--·

If filing Schedule A (Form 1040), enter the amount from Farm 1040, line 41 (minus any amount on Form 8914, lineflJ:~and go 10 line 2. Ofherwise, enter the amQunl from Form 1040, line 38 (minus any amaunl an Farm 8914, line 6), and go 10 line 7. (If less than zero, enter as a negalive amount,)

2 Medical and denial. Enter the smaller of Schedule A (Farm 1040), llns 4, or 2.5% (,025) of Form 1040, line 38, If zero or less, enter -0- " ..

3 Taxes from Schedule A (Form 1040), lines 5,6, and 8 .

4 Enter the home mortga,ge interest adjustment, if any, from line 6 of the worksheet on page 2 of the instructions .

5 Miscellaneous deductions from Schedule A (Form 1040), line 27 " " ..

6 If Form 1 040, line 38, is over $166,800 (over $83,400 if married filing separately), enter the amount from line 11

of the Itemized Deductions Worksheet on page A-11 of the instructions for Schedule A (Form 1040) .. " .

7 If filing Schedule L (Form 1040A or 1040), enter as a negative amount the sum of lines 6 and 20 from that schedule " : ..

8 Tax refund from Fonn 1040, line 10 or line 21 " " " " " "

9 Investment interest expense (difference between regular tax and AM1) " ..

10 Depletion (difference between regular tax and AM1) : ..

11 Net operating loss deduction from Form 1040, line 21. Enter as a positive amount " .

12 Alternative tax net operating loss deduction " .. " " " ..

13 lntsrest from specified private activity bonds exempt from the regular tax S.~.~ ,S.';I;'.~';I;'.J:::.M~.N?; l.a.

14 Qualified small business stock (7% of gain excluded under section 1202l... .

15 Exercise of incentive stock options (excess of AMT income over regular tax income) " ..

16 Estates and trusts (amount from Schedule K1 (Form 1041), box 12, code A) .

17 Electing large partnerships (amount from Schedule K·1 (Form 1065·8), box 6) ..

18 Disposition of property (difference between AMT and regular tax gain or loss) ..

19 Dep reciation on assets placed in service after 1986 (d ifference between reg ular tax and AM1) _. _ ..

20 Passive activities (difference between AMT and regular tax income or loss) S.~.~ S.?;.~'r~.M~.N?; l.:z,

21 Loss limitations (dlfference between AMT and regular tax income or loss) " ..

22 Circulation costs (difference between regular tax and AM1) . " _.

23 Long-term contracts (difference between AMT and regular tax income) " " .

24 Mining costs (difference between regular tax and AM1) : ..

25 Research and experimental costs (difference between regular tax and AMT) ,,"" ..

26 Income from certain installment sales before January 1, 1987 ..

27 Intangible drilling costs preference , , ..

28 Other adjustments, including income-based related adjustments .. , " ; .

29 Alternative minimum taxable income. Combine lines 1 through 28. (If married filing separately and line

29

30 Exemption. (If you were under age 24 at the end of 2009, see instructions}

IF your filing status is... AND line 29 is not over THEN enter on line 30

SingleorheadbfhbUsehold " $112,500 $46,700 }

Married flUng jbintiy Or qualifying widow{er) 150,000 "................ 70,950

Marriedfilingsepar:ately.................................... 75,000 35,475 ..

If Urie 29 is q\lEirthe"amount shown above for your filing status, see instructions.

31 Subtract lir1'e 30'fromiine 29. If more than zero, go to line 32. If zero or less, enter ·0· here and on lines

34 and 36 and skip the rest of Part II " " c ..

32 • If you are filing" Form 2555 or 2555·EZ, see page 9 of the instructions for the amount to enter.

• If you repor:t€ld capital gain distributions directly on Form 1040, line 13; you reported qualified dividends on Forrrii040,line 9b;or you had a gain on both lines 15 and 16 of Schedule D (Form 1040) (as refigured for the AMi, if necessary), complete Part ilion page 2 and enterthe amount from line 55 here.

• All others: If line 31 is $175,000 or less ($87,500 or less if married filing separately), multiply line 31 by 26% (,26). Otherwise, multiply Ilne 31 by 28% (.28) and subtract $3,500 ($1,750 if married filing separately) from the result.

33 Alternative minimum tax foreign tax credit (see instructions) .. " " " " " "

34 Tentative minimum tax, Subtract line 33 from line 32 " " " " .

35 Tax from Form 1040, line 44 (minus any tax from Form 4972 and any foreign tax credit from Form 1040, line 47).

If you used Sch J to figure your tax, the.amount from line 44 of Form 1040 must be refigured without using Sch J 45

LHA For Paperwork Reduction Act Notice, see instructions.

OMB No. 1545-0074

628.

Form 6251 (2009)

WILLIAM H. & ANDREA L. WHITE

utation Usin Maxiinum O~'ital Gains Rates

'~Enterthe'amount from Form6251,line3~.If-youare-filing·Form 2555.oJ:-2555·EZ, enter.the. amount from

line 3 of the worksheet in the instructions " ~~~ " , :-' 37

=====::::'~=: '::,'.~. ~li:!",:' ee1iothe~~~~~?!~~Sf~_~_~a~:::1ihe44::-or::tl:iJHum:!.qntfrorn===-::--::· _ _jnac13 oftheSob..ed ule [I Tax Workshe-el.ori:page OTO:OUhELinstructions foC, _ ..

$ohaduie b(Form-lo40); wfiicliei,ierapphes'(a.sreifI9ureafort~~:~~t,if . necessary) (see the instructions). If you are filing Form 25550r2555·EZ,

see instructipns for the amount to enter ,......... f--"3",,8+ ~:!....=..L.:.~..:=....!.m::"";d

39 Enter the amount from Schedule D (Form 1040), line 19 (as refigured for the AMT, if nscessaryl (see instructions). If you are filing Form 2555 or 2555·EZ,

See instructions for the amount to enter t--"3=9-+ I',:·.,,:::

40 If you did notcomplete a Schedule D Tax Worksheet for the regular tax or the AMT, enter the amount from line 38. Otherwise, add lines 38 and 39, and enter the smaller of that result orthe amount from line 10 of the Schedule D Tax' Worksheet (as refigured for the AMT, if necessary). If you are filing Fonn 2555

or 2555·EZ, see instructions for the amount to enter c___4""0:.....J.. ---":!....=...L..:.=c.::!...!.j",",_'.

.. __ .. _, ...

Page 2

622 372~.~--

41 Enter the smaller of line 37 or line 40 J.-..=4!:.-'14 .-.!2:i.4::...L-=1=...2~5:...:...

42 Subtract line 41 from line 37.............................................................................................................................. f---=4~2,-+ __ ----,5=9-,,8:...L-'2=4...!.7_.:... 43 If line 42 is $175,000 or less ($87,500 or less if married filing separately), multiply line 42 by 26% (.26).

Otherwise, multiply line 42 by 28% (.28) and subtract $3,500 ($1,750 if married filing separately) from

the result ..

44 Enter:

• $67,900 if married f[ling jointly or qualifying widow(er), }

• $33,950 if single or married filing separately, or ..

• $45,500 if head of household.

45 Enter the amount from line 7 of the Qualffied Dividends and Capital Gain Tax Worksheet in the instructions for Form 1040, line 44, or the amount from line 14 of the Schedule D Tax Worksheet on page D·10 of the instructions for Schedule D (Fonn 1040), whichever applies (as figured for the regular tax). If

you did not complete either worksheet for the regular tax, enter ·0· !--='4~5C4- .::!.5'-!:3::..;8~~~L.!..r:;~,ii{,?,1

47 Enter the smaller of line 37 or line 38

48 Enter the smaller of line 46 or line 47

49 Subtract line 48 from line 47

50 Multiply line 49 by 15% (.15)

44

47

24

48

49

24

••••• _ •••••••••••• , _ ~ r

51 Subtract line 47 from line 41

If line·39 is zero or blank, skip lines 51 and 52 and'go to line 53. Otherwise, go to line 51.

51

164 009.

3 619.

52 Multiply line 51 by 25% (.25) 1--"'5:=2+ _

53 Add lines 43,50, and 52 .

53

54 If line 37 is $175,000 or less ($87,500 or less if married filing separately), multiply line 37 by 26% (.26).

Otherwise, multiply line 37 by 28% (.28) and subtract $3,500 ($1,750 if married filing separately) from the result

•••••••••••••• _ L •••••••••••••••••• , •••••••••••••••••••••••••••••••••••• __ •• _ •••••••••••• _ •• ro_ ••••••••••••••• ••• ~ ••••••••••••

54

170 764.

55 Enter the smaller of line 53 or line 54 here and on line 32. If you are filing Form 2555 or 2555·EZ, do not enter

this amount on line 32. Instead enter it on line 4 of the worksheet in the instructions , ..

55

167 628.

167 628.

Form 6251 (2009)

Department of the Trflasury Internal Revenue Service (99)

ALTERNATIVE MINIMUM TAX Foreign Tax Credit

. (IndividuClI; Estate,' or Trust)------· ~ttach to Form 1040, 1040NR, 1041;'Ur990-T.

OMS No. 1545-0121

Use a separat(l Form 1116 for each 'category OfJncoITuilisteolle1ow. See Gateyones oflncomebeginningon.pagti.oiat1~lrtrrstructior\S1-GtWCk onliPne 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

b D General category income d D Certain income re-sourced by treaty

~~==~~,~~~~~;-""--,,

"--.-'" .>._'.- --

b,o.wp on page 1 Of )'Ollr tax retltrp

e D Lump-sum distributions

f Resident o!(name of country)~ UNITED STATES

Note: ,fy6up;i'd ia~~~to t/h/y,cih~fDkM~c'~u'~try or U:S;possession, use column A in Part I and line A in Part II. If you paid taxes to more than one

or U.S.' column and fine for each coun

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

possession _ .

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

b Check if Ii ne 1 a is cornp ensation for personal services as an employee, your total compensation from all sources is $250,000 or more, and you used an alternative basis to determine its source (see instructions)

Deductions and losses Caution: See pages 13 and 14

of the instructionS): .

2 Expenses definitely related to the income on line 1a

(attach statement) _ .

3 Pro rata share of other deductions not definitely related: a Certain itemized deductions or standard deduction

b Other deductions (attach statement) .

c Add lines 3a and 3b .

d Gross foreign sou rce income ..

e Gross income from all sources .

Divide line 3d by line 3e .

g Multiply line 3c by line 3f ..

4 Pro rata share of interest expense:

a Home mor.tgage interest (use worksheet on page 1~

of the instructions) .

b Other interest expense _ .. . ..

5 Losses from foreign sources ..

(s) Total foreign taxes paid or accrued (add eels, (0) through (r))

LHA For Paperwork Reduction Act Notice, see separate instructions.

911501 12-08-09

ALTERNATIVE MINIMUM TAX Form 1116(2009) WILLIAM H. & ANDREA L. WHITE

Page 2

·.··- ... ·:t·~-

... "SSi;392: I~~j ~-~-'~:~=--/;:-,~~ .. :

12 Reduction in foreign taxes 1-1.,.2:.J.... -.l!.;;m;

I lRaTIt]J1tl I Fig~fing'the Oredit

···_-_······-·9 ... Enter-the-amountfrolfi-HRe·K-These-ar.e-your-·total toreig n-taxes paldor-aseru ed·· . . ------

for the category of income checked above Part I .-~~~:..... .........9

13 Subtract line 12 from line 11. This is the total amount of foreign taxes available for credit f,-;1,_,,3'4-- ___;1=-<--=3--=9:..:2=-·~.

14 Enter the amount from line 7. This is your taxable income or (loss) from sources outside the ':tn

United statss (before adjustments) for the category of income checked above Part I 14 4 ,83 8 .;~ili

'\H' :it}"

15 Adjustments to line 14 1...1.:.;:5'-'- +:

16 Combine the amounts on lines 14 and 15. This is your net foreign source taxable income. };:

~::~~~\'~;!£~~~~~~I;:~~~:~~ ~~:::~:~t~~i~:'~~~fh~n 1,.1 4 838 .Ip,~

17 Individuals: Enter the amount from Form 1040, line 41 (minus any amount on Form I[~:t:jl

8914, line 6). If you are a nonresident alien, enter the amount from Form 1040NR,

line 38 (minus any amount on Form 8914, line 6). Estates and trusts: Enter your taxable I:'~i

income without the deduction for your exemption S.~:s. S.'r.b.'rE:M:s.N'r. .. .l..9. 17 611 1 71 .he,'

Caution: If you figured your tax using the lower rates on qualified dividends or capital gains, see instructions.

16 Divide line 16 by line 17. If line 16 is more than line 17, enter "1' f-1~8+- _:_.-=Oc.:O:...7:...9:::...:::1:..;..6

19 Individuals: Enter the amount from Form 1040, line 44. If you are a nonresident alien, enter the amount

from Form i040NR, line 41.

Estates and trusts: Enter the amount trom Form 1041, Schedule G, line ta, or the total of Form 990-T,

lines 36 and 37 ~1"'-9+- __ ;:::1"""6--'-7...J.,....:6:..:2=..;8:::...:...

Ca ution: If you are completing line 1 9 for separate categorye (lump-sum distn'butions), see pg. 1 9 of the instructions.

20 Multiply line 19 by line 18 (maximum amount of credit) 1-"2:::o+- ----'1=.L-"3'-"2::_7~.

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 line 27. Qtherwlse, complet~the appropriate line in Part IV . 21

1 327.

22 Credit for taxes on passive category income 1-"22:::;. +---------I1~fi~

23 Credit for taxes on general category income :................................ 23,,::;;,

24 Credit tor taxes on certain income re-sourced by treaty 24 ~.:;.;~.~.:.~.;

25 Credit for taxes on lump-sum distrib utions ....2=>:5"'-- ------l .

26 Add lines 22 through 25 r=2==6'-+- --,-

27 Enter the smaller of line 19 or line 26 1-'2"'7+ ----'1"".L...:: ,3,--,2::..7-'--=..."

2B Reduction of credit for international boycott operations """"'" ~2~8~ _

29 Subtract Iine28 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 za; or Form 990-T line 40a 29

1_L327.

911511 12·06-09

Form 1116 (2009)

SCHEDULE H (Form 1040)

Household Employment Taxes

(For Social Security, Medioare, Withheld Income, and Federal Unemployment (FUTA) Taxes)

_ ~ Attach to For11!1040, 1040NRr_ 1040-SS, or 1041 • ... See

A Did you pay anyone household employee cash wages of $1 ,700 or more in 2009? (If any household employee was your spouse, your child under age 21, your parent, or anyone under age 18, see the line A instructions on page H-4 before you answer this question.)

[XJ Yes. Skip lines Band C and go to line 1.

D No. Go to line B.

B Did you withhold federal income tax during 2009 for any household employee?

D Yes. Skip line C and go to line 5.

D No. Go to line C.

C Did you pay total cash wages of $1,000 or more in any calendar quarter of 2008 or 2009 to all household employees? (Do not count cash wages paid in 2008 or 2009 to your spouse, your child under age 21, or your parent.)

D No. Stop. Do not file this schedule.

D Yes. Skip lines 1·9 and go to line 10 on page 2. (Calendar year taxpayers having no household employees in 2009 do not have to complete this form 'for 2009.)

I~Paftt"~I~1 Social Security, Medicare, and Federal Income Taxes

2 Social security taxes. Multiply line 1 by 12.4% (.124) .

2 192.

8 Net taxes (subtract line 7 from line 6) .__8::...._L_ 4-"...L-'7c..8=5:...:_.

4

513.

4 Medicare taxes. Multiply line 3 by 2.9% (.029) ..

5 Federal income tax withheld, if any : ..

5

2 080.

6 Total social security, Medicare, and federal income taxes. Add lines 2,4, and 5

6

4 785.

7 Advance earned income credit (EIC) payments, if any : !--.!..7-+ _

9 Did you pay total cash wages of $1 ,000 or more in any calendar quarter of 2008 or 2009 to all household employees? (Do not count.cash wages paid in 2008 or 2009 to your spouse, your child under age 21, or your parent.}

D No. Stop. Include the amount from line 8 above on Form 1040, line 59, and check box b on that line. If you are not required to file Form 1040, see the line 9 instructions on page H·4.

[XJ Yes. Go to line 10 on page 2.

LHA For Privacy Act-and Paperwork Reduction Act Notice, see page H-7 of the instructions.

Schedule H (Form 1040) 2009

910351 11·24-09

1!~artHlnl Federal Unemployment (FOTA) Tax

Schedule H (Form 1040) 2009 WILLIAM H. & ANDREA L. WHI TE

Page 2

__ "f_es __ lIJ.o

10 Did you pay unemployment contribution's to only one state? (If you paid contributions to MiCfiigan, check "No.") -.~- ~1;!01--'X""-+ __

11 Did yuo pay "lil staLe UI ,,,,,lLployl nent eOl'ltributiom: for 2009 by Apli! 15, 20101' Fiscal 'year filers, see page H 5. . "... v

_12. Wer.e a.1l Wag~re tax:aDJe::f~-taxalso:taxatfie-fo~ your stat~ '9_y.nemQ]Qyment"ta:e'~'H::':' :.:::~ .:=-=---=-:::.: .:.: .... :===:o=:=-··~-=:1;.;:2"=,=X;;,.....J_--::

-Ne~t .!tY_P_U_Gh~Gkedc-~ .. ~~Y~s_"tJp:~()nallthe:ji"il~s_ab()ve., .• cci:mplete-SectioQ6: __ ... .... ~_._.~.-.-~-.:~ ..... -.-.--. . . --, ...

- ----If you ¢necKed ItfllQ"1)o)<on-ai'iyutthe1ines abuyo, skip-SectiOHfl-.-and completeSedl~~:~

13 Name of the state where you paid unemployment contributions TX

14 State reporting number as shown on state unemployment tax return c. .....

section A

15 Contributions paid to your state unemployment fund (see page H·5) '---'1'--"5:....L. ---"=~., .' -v. .• -.,.1

16 Total cash wages subject to FUTA tax (see page H·5) .

SectionB

16

7 000.

17

56.

18 Complete all columns below that apply (if you need more space, see page H·5):

(a) (b) (c) (d) (e)

Name Slate reporting number Taxable wages (as State experience rate State

of as shown on state donned in state ael) period experience

slate uneIllP:~;r.~ennax From To rate

(f)

(g)

Multiply col. (c) by col. (e)

(h)

Subtract col. (g) 1rom col. (I).

It zero or less, enter -0·.

Ii}

Contrtbutlons paid to state unemployment

fund

Multiply col. (c) by.054

: :=;;;;;;;~;;j' ~~~·[,j·;;·n;~,~::: :::::::: ::::.: :::::.:..: ::::::: ::: ::: . r;;;r .. 1c....,.::1;~9Jy,_.J,..,;i~..------'-----~

21 Total cash wages subject to FUTA tax (see the line 16 instructions on page H·5) !--.!2:_1'-t _

22 Multiply line 21 by 6.2% (.062} ····l T ·· ··.. ~22::::d~ _

23 Multiply line 21 by 5.4% (.054)........................................................................... 23 '3ii~;g~

24 Enter the smaller of line 20 or line 23

(¥ichiQl:jn empt?yers mU5tu~ethe worksheet in the separate instructions and check here) D 1-'2::.4"'-1 _

25 FUTA tax. Subtract line 24 from line 22. Enter the result here and qo to line 26 . 25

I".Bamntt( Total Househ6ICFEmployment Taxes

26 Enter the amount from line B. If you checked the "Yes" box on line C of page 1, enter ·0· 1----"2""6'-+ --:4"-'-..:.7....:8"-"'5_,_.

27 Add line 17 (or line 25) and line 26 {see page H·5} L.....::2:.:..7-l..- ..:;;4,_.L'-'8::;_4.=.:::1:...:...

28 Are you required to file Form 10407

[X] Yes. Stop. Include the amount from line 27 above on Form 1040, line 59, and check box b on that line. Do not complete Part IV below.

Youmay ha.ye to. complete Part IV. Seepage H·5 for details.

Aqflr~$$'Elna!Sjghature - Complete this part only if required. See the line 28 instructions on page H·5.

Address (nUmber anchitree!) or P .0. bo~ If mall is not delivered to street address ApL, room, Or suite no.

City, town or post office, state, and ZIP code

Under ~eniIm.s 'if p:erNry,.1 declar~ that I have examined this schedule, including accompanying statements, and to the best of my knowledge and belief, It is true. correct, and complete. No part of any payment made to a stitti; tmarnployrrienl fund claimed OS a credit was, or is to be, deducted trom the payments to employees. Dectarationof preparer (other than taxpayer) is based on alllntOlTIlalion of which prepsr er has any knoWledge.

-~ Employer's signature

~ Date

Preparer's Use Only

Preparer's ..... siQnature::P

I Date

I Check IT I Preparer's SSN or PTIN

self·emQlo_y_ed D

Paid

Firm's name (or EIN

yours if self·employed), .... ....:.... ----1 Phone no.

address and ZIP code ~

Schedule H (Form 1040) 2009

910S52 11-24·09

... See separate instructions.

Nondeductible IRAs

OMB No. 1i>45·Q074

IYe~;'''tmenl of ftieTreast:iry

Internal Revenue S~vice (99)

:I~.~~i'W Nt;n$eClucfibleContributicins to TraditionallRAs and Distributions From Traditional, SEP, and SIMPLE IRAs Complete this part only if one or more of the fpllowin.g gPPly.

• You made nondeductible contributions to a traciition?-I IRA for 2009.

• YoutQOkdjs.tripdtiori$fr()m atr.a,<iHtional, Sl3:p,'()r~IMPLE IRA in·g009anci you made nondeductible contributions to a traditional IRA in 20d9 or an earlier year. For this purpose, ~distribution does not include a rollover (other than a repayment of a qualified disaster reCOYNY assistance distribution). qU$..Hfied charitable distribution, one-time distribution to fund an HSA, conversion, recharacterization, or return of certain contributions.

• You converted part, but not all, of your traditional, SEP, and SIMPLE IRAs to Roth IRAs in 2009 (excluding any portion you recharacterized) and you made nondeductible contributions to a traditional IRA in 2009 or an earlier year:

Enter your nondeductible contributions to traditionallRAs for 2009, including those made for 2009 from

January 1,2010, through April 15, 2010 (see page 5 of the instructions) ..

Enter your total basis in traditionallRAs (see page 5 of the instructions) ..

2 3

Add lines 1 and 2 ..

In 2009, did you take a distribution 1---- No ----i ....... Enter the amount from line 3 on line 14.

from traditional,.SEP, or SiMPLE IRAs, Do not complete the rest of Part I.

~o~r~m~a~k~e~a~R~b:!.th~·~IR~A~~c~o~n~ve=:r~·s~io~n~?:__J- __ Yes ,.. Go to line 4.

Enter those contributions included on line 1 that were made from January 1,2010, through April 15, 2010

4 5 6

6

000.

Subtract line 4 from line 3 .

Enter the value of all your traditional, SEP, and SIMPLE IRAs as of December 31, 2009, plus any oUtstanding rollovers. Subtract any

repayments of qualified disaster recovery assistance distributions. If

the result is zero or less, enter ·0· (see page 6 of the instructions) !--'6"--t--------- p<"",c'"

Enter your distributions from traditio.nal,SEP, and SIMPLE IHAs in 2009. Do not incllide'r6Ilovers'(Cither th arrrepaymsnts 'of ql!Jalified disaster

recovery assistance dis~ributions), qualified charitable distributions, a one.tirn~di~tributio~ to fund anHSAo., ccnverslons.to.aRoth.las, certain returned contrihb'Hcins, or recharacteifzations of traditional IRA

contributions (see page 6 of the instructions) f-7,__t-------:-----t

Enter the net amount you converted from traditional, SEP, and SIMPLE IRAs to Roth IRAs in 2009. Do not include amounts converted that you later reoharacterized (see pg. 6 of the lnstr.). Also enter this amount on line 16

9 Add lines 6, 7, and 8 '---'9"--.L........ --l:~.,.

10 Divide line 5 by line 9. Enter the result as a decimal rounded to at least 3

places. If the result is 1.000 or more, enter "1.000" 1--'1"'0-+'-'-x -j

11 Multiply line 8 by line 1 O. This is the nontaxable portion of the amount you

converted to Roth IRAs. Also enter this amount on line 17 1--'1'-'1-+ -'- _

12 Multipiy line 7 by line 10. This is the nontaxable portion of your distributions

that you did not convert to a Roth IRA 1-'1~2:.....l.. --l

7

8

13

Add liries ·11 and 12. This is th e nontaxable portion of all your distributions

14 Sublract line 13 from line 3. This is your total basis in tradilionallRAs for 2009 and earlier years ..

15 a Subtract line 12 from line 7 .

13

33

150.

39

150.

14

15a

39 150.

b AtnClUntpn line1Sa attributable to qualified disaster recovery assistance distributions (see page 6

oftheiristh..tc;tlons). Also enter this amount on Form 8930,line 22 1-"15"'b"-l- _

c Taxa6i~:afuOurit. Subtract line 15b from line 1Sa. If rnors than zero, also include this amount on

Form "fb~2i,'line 1Sb; Form 1040A, line 11 b: or Form 1040NR, line16b .

Note: You may be subject to an additional 100/0 tax on the amount on line 15c if you were underage

59 112 at the time of the distribution (see page 7 of the instrlictions).

LHA For Privacy Act and Paperwork Reduction Act Notice, see page 8 of the instructions.

919601 10·26·09

Form 8606 (2009)

Form 8606 (2009) WILLIAM H. WHITE

j'R~itt~1I 20()9 G.onversions From Traditional, SEP, or SIMPLE IRAs to Roth IRAs

________ Complete.thiS_J!:.RrLifyoucoDy_eJfed_pactoLaILof_Y_QULtradltional. SE;p,_and SIMPLEJRAs to a HothJB8in_2_009 (excJuding any_p_ortion you recharacterized).

_, Page 2

';a\ltio!l. ,'f Vow modified adjusted gloss iucome is ovel $100,000 01 }otJ ale I7tailied filing sepaiatefy and you lived with V0t11 spot1se

=-~'--='==~~-="=~'="==:::='-=c-;c·=c.=' ·=-=::--=---:_:_ataoy tllJ]~ in g_Q99JJioucannot:conve(tan:~Ftrom'tm.ditiQaa1;SEP,· orSjMPLF; IRAs to' Roth IRAS1l5E2UD9,H you-~slij_::" .

--macl_efjnC_Q_~,~ersion, you must'ret;1.l1!iiag!~.rize,-,({;OrrectUUs~;,page 70Ltfie instruct[q~s). ........n_ _ .n', _

16

."...._,.".- ... _ ... _---._'.'.'..- ... '.-",-.-,.::,: . ','. ""--

If you completed Part I, enter the amount from line 8. Oth~rwise,enter the netamount you converted from traditional, SEP, and SIMPLE IRAs to Roth IRAs in 2009. Do not include amounts you later recharacterized

back to traditional, SEP, or SIMPLE IRAs in 2009 or 2010 (see page 7 of the instructions) .. _,:,_" ,", 1-'1-"6-+- ~ _

17 If you completed Part I, enter the amount from line 11. Otherwise, enter your basis in the amount on line 16

(see page 7 of the instructions) '''"'''''".,.,.,''',, ,,'.'''',,''''',.,'_"""".,''',. '''',''''''''.''''''',,'_,. J.--!1~7-+ _

18 Taxable amount. Subtract line 17 from line 16. Also include this amount on Form 1040, line 15b;

Form 1040A, line 11b; or Form 1040NR, line 16b""" " ,,"""'''_'''''''''' ""." """'''"."'''',,.,,:.,,... 18

;1R;ar:t~JlF Distributions From Roth'lRAs

Complete this part only if you took a distribution from a Roth IRA in 2009. For this purpose, a distribution does not include a rollover (other than a repayment of a qualified disaster recovery assistance distribution), qualified charitable distribution, one-time distribution to fund an HSA, reoharacterzatlon, or return of certain contributions (see page 7 of the instructions),

19 Enter your total nonquallfied distributions from Roth IRAs in 2009 including any qualified first-time hornebuysr
distributions (see page 7 of the instructions} , .. " ... " .. """"""_""""" .. ""."" .. "."."."""""""""", ... ,,,, .. _"",,"'" 19

20 Qualified first-time homebuyer expenses (see page 7 of the instructions). Do not enter more than
$10,000 .r ......... __ ......................................................................................................................................... 20

21 Subtract line 20 from line 19. If zero or less, enter ·0- and skip lines 22 through 25 .......................................... 21

22 Enter your basis in Roth IRA contributions (see page 7 of the instructions} ...................................................... 22

23 Subtract line 22 from line 21, If zero or less, enter -0- and skip lines 24 and 25. If more than
zero, you may be subject to an ad d itlonal tax (see page 7 of the instructions) ................................................ 23
24 Enter your basts in conversions from traditional, SEP, and· SIMPLE lRAs and relievers from qualified
retirement plans to a Roth IRA (see page 7 of the instructions) """"_"""""'_"_" ... " .... ,,,, ... ",,"",,"", .. , '"'' .. " ... 24

25a Subtract line 24 from line 23, If zero or less, enter -0- and skip lines 25b and 25c "_""""""_ ...... """.,, .... "",,,, .. 25a
b Amount on line 25a attributable to qualified disaster recovery assistance distributions (see page
7 of the instructions). Also enter this amount on Form 8930, line 23 ............................................... _ ...... ~""'~" 25b
c Taxable amount. Subtract line 25b from line 25a. If more than zero, also include this amount on
Form 1040, line 15b; Form 1040A, line 11 b; or Form 1040NR, line 16b ••••••••••••••••••••••••••••••••• + ............ , •••••••••••• + 250
Under penalties of perjury, I declare that I have examined this form, including accompanying attachments, and to the best of my
Sign Here Only If You knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of
Are Filihg'tKJs'F.orm which pre parer has any knowledge,
by Itself and NotWith
YourTa.;<:Re:turn ~ ~
Your signature Date
Paid Preparer\s ~ I Date I eneck If self-freparer's SSN or PTIN
PteparerJs s'ignature employed D
USe Only Firm's name (or ~ IEIN ;
yotirslfself-em- I Phone no.
ployeCl), Mdress,
and. ZIP code Form 8606 (2009)

919802 10~2B-09

CiU~fiU::

Form cJ,iii"i,~

.., See separate instructions.

Nondeductible IRAs

OMB No.1 54 5·0074

,--. Department "nl1eTieasl:lfY""' -.--- ----.,,, -------"'-----

Internal Revenue Servlc,,--(99) .... Attach·toForm 1040, Form 1040A, or Form~1040NR.

Name, If married, me a S8~arate form for each E~GYG8 I1lqtlired to tile Form 8606 See page 5 (Jfthe.in~tr"r.tinll-"

I 'Ynur ,,""i~I'R~l!liritv number

,-4i!i~~~~rF~fuiWffi~~I?-"~~ ~~_ddres~ef~'~~~t: diEO. box if~~iI.!~ __ ~?~!lelrv_e_::re,=d::-:J~Q'-,:~illiI'illis' '='";(J",,ffi=e:::,:)======::.--=-===_:: 4~APt. :n_~. __

Form by tt~~lf?n~i'N~;-',. .' City, townOTP;~;~~ice, stat~~nd ZIP code "

Wit!1 Your T?x R~wrn

'~~~tt;iEi No'rrgEii:liJctible'Contributions to Traditional IRAs and Dlstrlbutlons From Traditional, SEP, and SIMPLE IRAs Oomplate.this.part only if one or more of the following apply .

• You made nOndElch,lctible cont(ib\Jtions to atraditionallRA for 2009.

• Y6irtq'ok,'qi$.t'ri~qti0iisfror,ii~tr#:~!fibrW.I"SEP,or.$tMPLE IRA in~?OO~ and you made nondeductible contributions to a traditional IRA in 2009 oranearlier year. Fortlii's purpose, a distribution does not include a rollover (other than a repayment of a qualified disaster recovery assistance disttlpl,ltion), qLJalified charitable distribution, one-time distribution to fund an HSA, conversion, recharacterizatlon.or return of certain contributions.

• You oonverted part, but not all, of your traditional, SEP, and SIMPLE IRAs to Roth IRAs in 2009 (excluding any portion you recharacterizsd) and you made nondeductible contributions to a traditional IRA in 2009 or an earlier year.

January 1,2010, through April 15, 2010 (see page 5 of the instructions)

Enter your nondeductible contributions to traditional tRAs for 2009, including those made for 2009 from

Enter your total basis in traditionallRAs (see page 5 of the instruotions) __ __ .

Add lines 1 and 2 __ , , .. , , ,' , __ ,., ..

2 3

In 2009, did you take a distribution )---- No ------I .... Enter the amount from line 3 on line 14.

from traditional, SEP, or SiMPLE tRAs, Do not complete the rest of Part I.

~o:'!.r~m~a~k~e:.:a~·~R~o~th~IR~A~· ~c~o~n~v:::e::rs~i~on~?:_. __ J--- yes------1 .... Go to line 4,

5

4 Enter those" contributions included on line 1 that were made from January 1, 2010, through Apr1l15, 2010

Subtract line 4 from line 3 , .. ,., , ,', .

6 000.

24 500.

30 500.

6 Enter the value of 811 your traditional, SEP, and SIMPLE IRAs as of December 31 ,2009, plus any outstanding rollovers, Subtract any repayments of qualified disaster recovery assistance distributions. If

the result is zero or less, enter ·0· (see page 6 of the instructions) __ 1---'6::..._+-----------iW;;~

7 Enter your distributions from traditional, SEP, and SIMPLE IRAs in . 2009.00 rrot-includerollovers (6ther than repayments of qualified disaster recovery assistance distributions), qualified charitable distributions, a one·timedJstributi9ntO fund anHSA,conversions to a Roth I RA, certain returned doilt~jbutlorisl'or rectlata6ferizations 6t traditional IRA

contributions (see page 6 of the instructions) f--7'--+-- _

8 Enter the net amount you converted from traditional, SEP, and SIMPLE iRAs to Roth IRAs in 2009, Do not include amounts converted that you later recharacterized (see pg, 6 of the instr.). Also enter this amount on line 16

9 Add lines 6, 7, and 8 __ l...-'9,,__l_ -l ,,:,';;: "i?1

10 Divide line 5 by line 9. Enter the result as a decimal rounded to at least 3

plaoes.Jf the result is 1.000 or more, enter "1.000" " f---'1~O'-+:;.:.X --l

11 Multiply line 8 by line 10. This is the no ntaxable portion of the amount you

converted to Roth IRAs, Also enter this amount on line 17 __ " 1---'1"'1'-+ ---1

12 Multiply line 7 by line 1 O. This is the nontaxable portion of your distributions

that you did not convert to a Roth IRA " " .. " "." " , ~1!:::2---'- -I

13 Add line;s11 and "2. This is the nontaxable portion of all your distributions " __ " 1---'10:<3'-+ _

14 Subtract line 13 from line 3. This 'is your total basis in traditionallRAs for 2009 and earlier years " 1---'1""4'-+ ""3_,0O-L..::SO";0::...::,O_:..,.

15 a Subtract Hne 12 from line 7 " __ " __ .. __ 1---"15"'8'"-+ _

b Amount-on line 15a attributable to qualified disaster recovery assistance distributions (see page 6

of the ini3tft)(:.tions). AI~b ~nf~r this amount on Form 8930, line 22 __ .. " __ ""'"'''''''' " __ "".......... 1---"15"'b:<.+ _

c Taxab'i,e i:iri1411t'it. Subtract line 15b from line 15a. If more than zero, also include this amount on

For·rrii640·~irtt~ i5b; Form 1 040A, line 11 b; or Form 1040NR, line 16b " " .

Note: You may be subject to an additional 10% tax on the amount on line 15c if you were underage 59 112 at the time of the distribution (see page 7 of the instructions).

LHA For Privacy Act and Paperwork Reduction Act Notice, see page 8 of the instructions.

1119801 10·28·09

Form 8606 (2009)

Form 6606 (2009) ANDREA L. WHITE

Paae 2

~W~~I*t~!f 2009tJ;pnversions From Traditional, SEP, orSIMPLE IRAs to Roth IRAs

· .... _----GompletejW~part-jLYl)l..lJXIn'll9rted part or.all.of.your.tradltional, SEE,_and SIMPLE IRtIs to a R.Qih IRAjn.2009 (exQILJsiirmClIlY porl;i.Q[!__ .. you·recharacrerlZe·d).

Ca'ltlol:t' 11 YOllr wodjjjed adjusteo' !pUSS income is "VA' $100.000 Ot yOu ale mailied filing sepalateiv and yotJ Ii~ed with yt3tlfstJ6l;JSe

16

..... :.. .

If you cornpletedPartl, enter the amount from line.8. Otherwlee.enter the net arnountvou-cenvertsd from traditional,SEP, and SIMPLE IRAs to Roth IRAs in 2009. Do not include amounts you later recharacterized

back to traditional, SEP, or SIMPLE IRAs in 2009 or 2010 (see paqe 7 of the instructions) 1---'1~6'-+_~ _

17 If you completed Part I, enter the amount from line 11. Otherwise, enter your basis in the amount on line 16

(see page 7 of the instructions) """-'1'-'-7-+ _

18 Taxable amount. Subtract line 17 from line 16. Also include this amount on Form 1040, line 15b;

Form 1040A, line 11 b: or Form 1 040NR, line 16b. .. 18

19 Enter your total nonqualified distributions from Roth IRAs in 2009 including any qualified flrst-tirne homsbuyer
distributions (see page 7 of the instructions) ................................................................................................... 19

20 Qualified first-time homebuyer expenses (see page 7 of the instructions). Do not enter more than
$10,000 ...................................................................................................................................................... 20

21 Subtract line 20 from line 19. If zero or less, enter -0· and skip lines 22 through 25 ............. ~ ............................ 21

22 Enter your basis in Roth IRA contributions (see page 7 of the instructions) ................................... - .. - ............... 22

23 Subtract line 22 from line 21. If zero or less, enter ·0· and skip lines 24 and 25. If more than
zero, you may be subject to an additional tax (see page 7 of the instructions) ................................................ 23
24 Enter your crasis in conversions from traditional, SEP, and SIMPLE IRAs and rollovers from qualified
retirement plans to a Roth IRA (see page 7 of the instructions) .............................. , ......................................... 24

25a Subtract line 24 from line 23. If zero or less, enter ·0· and skip lines 25b and 25c ............................................. 25a
b Amount on line 25a attributable to qualified disaster recovery assistance distributions (see page
7 of the instructions). Also enter this amount on Form 8930, line 23 ............................................................... 25b
c Taxable amount. Subtract line 25b from line 25a. If more than zero, also include this amount on
Form 1 040, line 15b; Form 1 040A, line 11 b; or Form 1.040NR, line 16b ............................................................ 25c
Under penalties of perjury, I declare that I have examined this form, including accompanying attachments, and to the best of my
Sign Hrrre OnlY If You knowledge and belief,.it is true,correot, and complete, Declaration of preparer (other than taxpayer) is based on all information of
Are FilihgThisFdtm which preparer has any knowledge.
by Itself and N(]t With
Your Tax RetiJrn ~ ~
Your signature Date
Paid Preparer's ,~ ! Pate ! Checl< If self- I.!preparer's SSN or PTIN
signature employed 0
Pt~p1:tt~r'$ ....
Use "()Hly l'in1l's name (or ~ I EtN ;
yoUr!fl! seff-em- I Phone no.
ploY~d)i address,
an'd'Zlp code Form 8606 (2009)

919802 . 10-28-09

Form 1116

Foreign Tax Credit Carryover Statement (Page 1 of 2)

N~ _

WILIlIAM H. & ANDREA L .-WHITE

L_---,------,---~~~~~~~~.~~.~-~.- .. ~.:~.~--~~s SI~:,E~1=S5?_~_~----=---

-::_---'-~-'_"-R-':;r'~~:::;i:,::~~:e'd;ii~~iillililil;ll~ii~ili~iiiiIIIF:~~~~l=

for amended returns ::I. Reduction allocated to excluded income ..... _ .. _

:: ~;:~~u~xc~~~:!a~::wabie IHllllmllll~;I~IIIIIIIIIIIIII=

6. Unused foreign tax ( + )

or excess of limit ( -) .

7. Foreign tax carryback .

a. Foreign tax carryforward

9. Less treaty adjustment

10. Foreign tax or excess

limit remaining . ,,_._._.

Total foreign taxes from all available years to be carried to next year .. .. _ _. __ . __ _ _ _._. __ . : __ .. . ._ .. _._ _

excluded income

1. Foreign tax paid/accrued

2. FTC carryback to 2009

for amended returns ::I. Red uction allocated to

4. Foreign tax avallable . .. ._. .... __ ........

5. Maximum credit allowable

6. Unused foreign tax ( + )

or excess of limit (-) _ .. _ .. . __ ._._ _ .. _.

7. Foreign tax carryback _ .. _ .. _ _ .. _ .. _

B. Foreign tax carryforward .. . _._ _ _._. _ .. _ .. _.

9. less treaty adjustment ._ .

10. Foreign tax or excess

limit remaining . ._ ......... _ ... _. __ .. _ ... _ ..... _ .. _._

927915 04-24-09

Form 1116

Foreign Tax Credit Carryover Statement (Page 2 of 2)

NAME

WILLIAM H.--&.- ANDREA L. WHITE-

AtU------- :-:.:-.~. ::.:~;~~~~lll~~lmiliiii~l~iiiiliiil~II~=~~~E~

1. FOreig,~, tax paid/accrued

2.. FTC carrybaok to 2009 for amen'oed returns

3. Reduction allocated to

exc!UQ~dincome .. _ .. _ ...

4. For~igntax.available ...

5. Maximum credit allowable .

6. Unused foreign tax ( + )

or excess of limit (-) ..

7. Foreign tax carryback _._ S. Foreign tax carryforward

9. Less treaty adjustment

10. Foreign tax or excess

limit remaining .

Total foreign taxes from all available years to be carried to next year __ . __ .. _ _ _ .. __ ._ _._ _._._. __ _ .. __ . _

excluded income

1. Foreign tax paid/accrue d 2.. FTC carryback to 2009

for amended returns

3. Reduction allocated to

4. Foreign tax available ... _. .. __ . .. __ .

5. Maximum credit allowable .. _ __ . __ .. _ .

6. Unused foreign tax ( + )

or excess of limit ( -) _. __ _ . ..

7. Foreign tax carryback ._ _ _ .. __ .. ..

8. Foreign tax carryforward .. _ _ .. __ ._. __ ._ __ ._

9. Less treaty ad illstme nt

10. Foreig n tax or excess

limit remaining _. __ . __ _ _._. ..

927915 05-14-09

WILLIAM H. & ANDREA L. WHITE

FGR-M--1040----

-E-ERSONAL-EXEMP-TION _WDRKSHEET _

BTATEMEN_T .... _1

~:~~;~~II~;i[!I3_p~1J~Y~$3~i~~~;~~~~:::~::O:::I=~:----_4-4_-'-'~=-_ .'~

11IME 6D, -AND ENTER THE RESULT-ON LINE 42.

3 • 4 .

,650 BY THE TOTAL NUMBER OF EXEMPTIONS CLAIMED

I LIN-E 6D . .. .. .. • . . I • .. .... .... II •

1I:l1QJJl'a"'I' FROM FO!,{¥ 10'* 0, M IlIj"E3 8 • • 6 5 9 , 7 6 2 •

$fOUNT FOR Y'OtrRF:tjjING STATUS .• 250 I 200 .

, $166,800

FILING JOINTLY OR WIDOW(ER) $250,200

MA1~RIEP FILING SEPARATELY $125,100

OF HOUSEHOLD $208,500

LINE 4 FROM _LINE 3 • • . • . • • •

IS LINE 5 MORE THAN $122/500 ($61,250 IF MARRIED ;FILING SEPARATELY)?

[X] YES. MULTIPLY $2/433 BY THE TOTAL NUMBER OF EXEMPTI0l'rS CLf..-IMED ON FORM 10401 LINE 6D. ENTER THE RESULT HERE AND ON FORM 1040, LINE 42. DO NOT

COMPLETE THE REST OF THIS WORKSHEET. DIVIDE LINE 5 BY $2,500 ($1,250

IF MARRIED FILING SE-PAR.,ATELY). IF

THE RESULT IS NOT A WHOLE NUMBER, INCREASE IT TO THE NEXT WHOLE

~:s~R (FOR EXAMPLE, INCREASE 0.0-004 TO 1) • . . . • . . . . . .

MULTIPLY LINE 6 BY 2% (.02) AND ENTER THE RESULT

AS A DECrMl. . • . . . . . - .•..

MULTIPLY LINE 2 BY LINE 7 . . . . . . . • . . . • DIVIDE LINE 8 BY 3 . . • . . • . . . . • . . . .

18,250.

2 .

5 • 6 .

409/562.

[ ] NO.

12,165.

7 .

8 . 9.

10. SUBTRACT LINE 9 FROM LINE 2. TOTAL TO FORM 1040, LINE 42.

STATEMENT(S) 1

WILLIAM H. & ANDREA L. WHITE

.. _._SEP_ __ .P_~PVCTION

STATEMENT

2

·-=W~I--l:!LI~_::.~WHITE .

........ . =- --= .. -=.--.= .. - .. =-.-.=. ==== ..... ~ .. _ .. ,~~== .. =. === .. _==.-.::= ... :O:=:~.~=:: ... _==._--.==-_.-=. =--c'-~~ •

- - ~ -, --

._-----_ .. _, .

--

--·----91~gJ::iAN~OWTR.1BU:T3:0N--RATE· ·eP2":.-SE~E8¥EDP:ER-S ON,,'S--R-AW-E . - _. __ u.~-"-"'·· ...• · .. :~c~:-4=9;o~O=.Q@=~.·

-. ~2.NmTEARN,fu)rGS FROM SCHEDl;JLE C, SCaEDriLE F ,-,G)R SCHEDULE K-l 278,791.

3. DE'DjiJ(\f!.;">:N F()R SELJr~E'MPL:O;¥MI1lNT TAX FROM 1040, LINE 27 • • 3,733.

~: ~,~~fu~tr;~Y~i~~ ! ~~~~~:L~~~~21 : : : .: : : : : : : : • • • 2 ~ ~ : ~ i ~ :

6. . ... "'~$245, OQOBXXQ't1;RPHA]J" CONTRIBUTION RATE. ENTER

T BUT NeiT "lli05R;E?\'W:~$'49 , 0 0 0 . • • • • • 49 ,000.

7. EMIDElR/'TH;E SMALLER OF LI'l\r(E 5 OR LINE 6 • • • • • • • • • 49 ,000 •

8. Cd'wltk:IBUTION DOLLAR L~:iiI~ . . . . . . . . . . . . . . . 49 , 00 0 •

*IF AN):" ELECTIVE DEFE:~RA:LS WERE MADE, GO TO LINE 9.

*OTHElRWISE, SKIP LIN-ruB 9 THROUGH 18 AND ENTER THE SMALLER

OF LINE 7 OR LINE 8 ON LINE 19.

9. ALLOWABLE ELECTIVE DEFERRALS ••••

10. SUBTRACT LINE 9 FROM LINE B • • •

11. SUBTRACT LINE 9 FROM LINE 4

12. ENTER ONE-HALF OF LINE 11 • • • •

13. ENTER THE SMALLEST OF LI~ES 7, 10 OR 12 •••

14. SUBTRACT LINE 13 FROM LINE 4 • . •

15. ENTER THE SMALLER OF LINE 9 OR LINE 14 . . . . . . . . *IF CATCH-UP CONTRIBUTIONS WERE MADE, GO TO LINE 16. *OTHERWISE, SKIP LINES 16 THROUGH 18.

16. SUBTRACT LINE 15 FROM LINE 14 ......••...•

17. CATCH-UP CONTRIBUTION (AGE 50 OR OLDER) ••••

18. ENTER THE SMALLER OF LINE 16 O~ LINE 17 •• . .

19. ADD LINES 13, 15 AND lB. ENTER HERE AND ON LINE 2B,

FORM 10 4 a . . . .. . . . . .. .

... ---. -.

. .

FORM 1040

TAX-EXEMPT INTEREST

STATEMENT

3

NAME OF PAYER

AMOUNT

GOLDMAN SACHS

TOTAL TO FORM 1040, LINE 8B

STATEMENT(S) 2, 3

WILLIAM H. & ANDREA L. WHITE

----F-GRM 1 040-

·-----WAGES BECEDlED---AND TAXES WITHHELD

STATEMENT_-------.4.

TOTALS

149,1$5. 83,677.

232,862.

22,142.

6,622. 2,286.

T CITY OF HOUSTON

T WEDGE SERVICES, LLC

FORM 1040

QUALIFIED DIVIDENDS

STATEMENT

5

NAME OF PAYER

ORDINARY DIVIDENDS

QUALIFIED DIVIDENDS

GOLDMAN SACHS

FROM K-l - ENTERPRISE PRODUCTS PARTNERS

31,184. 7 .

24,118. 7 .

TOTAL INCLUDED IN FORM 1040, LINE 9B

SCHEDULE A

CASH CONTRIBUTIONS

STATEMENT

6

DESCRIPTION

AMOUNT 50% LIMIT

AMOUNT 30% LIMIT

TROOP 55-BSA

AIDS FOUNDATION UNIVERSITY OF SAINT THOMAS HOUSTON ORCHID SOCIETY ALZHEIi\fIDR'SAS$OCIATION

THE :KElt:rf;rETH LLOYD EDUCATION FOUNDATION MS-1S0

vOLtiNJrEER HOUSTON B6B'wa{)W~U:®FF'6UNDATION J~G dF}»Wli)!{

AS'S0C]iAmDi®N OF 'HISPANIC MUNICIPAL OFFICERS VFW''''>':'

vETE~S .lUND W0ill®ED VETERANS AMElizIC1iS" ,rJi¥ST P,MTROL

AM~It±~~ 'GX . ' ,

R:i\t.EJI~;S"I']JE';UNIT'ED METHODIST CHURCH ENGINEElitfNG 'MIN']: STRIES INTERNATIONAL

200. 100. 50. 25. 25. 'S a .

100. 100. 50. 75. 50. '

1,000. 1,000. 1,000. 2,000.

250. 50.

STATEMENT(S) 4, 5, 6

WILLIAM H. & ANDREA L. WHITE

HOUSTON AUDUBON SOCIETY

-- ·SA-'I-NI];'-LtJK~S-lJNITED---1.v.IE.'I!HOD.IS.T--.

VOICElS :SRElA;-IeING GR.OO1'ID =====NATIONAL C@UNCIL OF JEWISH WQM;EN

50. __ 5_00.~ .. _ ... 30.

.. ~~~~g:

TOTAL TO SCHEDULE At LINE 16

STATEMENT(S) 6

WILLIAM H. & ANDREA L. WHITE

ITEMLZED .. DEDItCTIONS

._STATEMENT ... __ .7

·-'·-1.- ENBR "THE TOTAL-OF T:H~El=M10UNT-S=ER-GM-::-:SCREklk1t.E· A, LINES 4 ,."~-.

'~~':·~2'~'±Y:~i~~.~fTi~"T~&k~~-~F-li~~-2£a=-~~~eM.;;-S~kR~~i~":~: '-i~~~:~"-{, ·::·i~~~~u' 8~~:~~:~:~,cO~.'-

1;1.1:-" ,,20 I Ft.,.:uS bN¥:~: .... ING AND CASUALTY OR THEFT

'-<~i<{ .. -,~~~M9kB:Q-:~UP ,ON,,. ::'~'&o~~~':~~':"~~~" - • • • • • • • • D • • • • •

3. I~:' ".' ~0UNT0N LINE 2 !JESS THAN TJIE AMOUNT ON LIWE 1?

;[:~,,;t~t:f~'¥tQU:R :o.:E;J~tJC!I!IQ:(:'J .:CS.,;N9 ... ,;[, LTJ.I1ITED. ENTER THE AMOUNT

······,LTNE 1 ABOVE ON SCHEDULE ALINE 2 9 . :";~iT~:~S,tT~:s,~~GT·L'ill.*~:?~tritllt~G$i Lft~E 1 • • • . • • • • • •

:;ELYLINE 3 BY 80% (.:~rO). • • . • •.• . • 71,677.

'TJ;tE AMOUNT FROM FORM 1040 I LINE 38. . . 659 I 762.

E~_: $-166 I 800 ($83,400 IF MARRIED FILING sili>:i?ARATEL Y ) • • • • • • • • • • • • • • • • •

7. IS T~E AMOUNT ON LINE 6 LESS THAN THE AMOUNT

ON LINE 5? .

IF Nb, YOUR DEDUCTION IS NOT L'IMITED. ENTER THE AMOUNT FROM LINE 1 ABOVE ON SCHEDULE A, LINE 29.

IF YES/ SUBTRACT LINE 6 FROM LINE 5 MULTIPLY LINE 7 BY 3% (.03) •...

ENTER THE SMALLER OF LINE 4 OR LINE 8 •

DIVIDE LINE 9 BY 1. 5 •••••••

SUBTRACT LINE 10 FROM LINE 9

o •

4. 5 • 6.

89,596.

166,800.

8 • 9. 10. 11.

492,962. 14,789.

. . . .

14/789. 9,859. 4,930.

. . .

12. TOTAL ITEMIZED DEDUCTIONS. SUBTRACT LINE 11 FROM LINE 1.

ENTERTIiE RESULT HERE AND ON SCHEDULE A, LINE 29 • . . .

84,666.

SCHEDULE A

STATE AND LOCAL GENERAL SALES TAXES

STATEMENT

8

DESCRIPTION

AMOUNT

STATE SALES TAX LOCAL SALES TAX

2,382. 762.

TOTAL TO SCHEDULE A, LINE 5

3,144.

STATEMENT(S) 7/ 8

WILLI~ H. & ANDREAL. WHITE

SCHEDULE. A

STATEMENT 9

=::-~==_.==._ ..... _== .. ==' .. _. ===========~======'~c8-2~

--

6

YOLF~;L:r:VED ONLY IN CONNECTICUT r

'. J 'M;iE~~m:~gWWji;~~EY ~INE,

):~~~~~:~~;~e ,,;~.r..Cf-{lT1o;I-~i~~I~: i1f5PGtl~~S L~NE 7.

:2.-

J ARfZQNA, ARKANSAS,

... . COUNTY ONLY) I

GE@RGIA S LOUISIANA

I,-.~.~.;., .... " .. :,'. "r .. c, , " ,- •• I

'. ..... , l'if~W YO~ SWATE, NORTH CAROLINA,

SOlJ'PH CAROLIijA, TENNESS-EE, UTAH I OR VIRGINIA}l,\I" 2009?

IF.NO, Eliifi~:R -0-.

IF YES, ENTER YOUR LOCAL GENERAL SALES

TAXES FROM. THE APPLICABLE TABLE. O.

DID YOUR LOCALTTY IMPO'S'E A LOCAL GENERAL

SALES TAX Il-'r:20 0 9?RE:'StDENTS OF

CALIFORNIA ANB :NEVADA. SE'E INSTRUCTIONS.

IF NO, SKIP LIN~S 3 THROUGH 51 ENTER

-0- ON LINE 6 ~D GO TO LINE 7.

IF YES, ENTER YOUR LOCA·L GENERAL SALES

TAX RATE ,BUT OMIT PERCENTAGES. 2 • 0 000

HOUSTON

DID'ybU ENTER -0- ON LINcE 2 ABOVE?

IFl\IQ, . S~:I:g~I,l'!:'~S 4 .~. 5 llJ'lDGO TO LINE 6. IF'YcES,ElNTE:R,':y®h'STATEGBN®R:AL SALES

TAX RATE, BtTT Q~IT BERCENT#§}ES. 6.2500

DIVIDE LINE 3 BY LINE 4. ENTER THE RESULT AS

A DECIMAL (ROUNDED TO AT LEAST THREE PLACES). .3200

DID YOU ENTER -0- ON LINE 2 ABOVE?

IF NO, MULT.I PLY LINE 2 BY LINE 3.

IF YES, MuLTIPLY LINE 1 BY LINE 5.

2

3

4

5

762.

6A ADD LINE 1 AND LINE 6. 6B PART-YEAR DAYS RATE.

6C MULTlPLY LINE 6A BY LINE 6B.

3,144.

1. 000000 3,144.

8

EN'llER YOUR GEN,ERAL SALES TAXES PAID ON SPECIFIED ITEMS ,

IF···~. . ...

Dl1!EJ,tJ;~:Tr0N . FOIl GENERAL SALES TAXES. ADD LINES 6CAND 7. E}NTER:.·THE~,ESJJr:ltr UtERE AND ON SCHEDULE A,LINE 5 AND CHECK Bbil'iB flON '··'.iJ:IHAT LfNE.

7

3,144.

STATEMENT(S) 9

WILLIAM H. & ANDREA L. WHITE

CAPITAL GAIN DISTRIBDTIONS

_____ S_CHEDDLE._D=-- __

TOTALS TO SCHEDDLE D, LINE 13

STATEMENT 10

b,057.

6,057.

STATEMENT(S) 10

WILLIAM H. & ANDREA L. WHITE

______B_CHEDULE__D_. .

. . _CAPIT1i1r_1.rQS_S CARRYOVER __

··,-·1. ENTER~HE AMOUNT FROM -li'QR~10 40·-,~E=41~~ __ '_-'H • . •• ••• .---:c._=~ 575cj_4L_::s;q::c-c-c--

--===;_2n'-~-±ij6Y-~~~~;i~~_~S~M:~~}7~? - ._ .... ~~....... ..~~_ .. -~::::: .. ::._ .... _. _. .. _.___.~=-_'-.'- --~~~-~~-.. ..... . ... -

.. .. ;'Yi~s .~":~N'-i!~R THE 1!..M:OUNT FROM YOURFGlRM' 8 914y LINE 6 . . . .•

3. S" ";'¢"W:E$NE2~RQM::y';qg'#l 1 • • • • • • • • • • • . • • • • •

4. E .... ''l1~'ELOSS FRQ)M sc'Hi~buLE D, LINE 21, AS A POSITIVE AMOUNT.

5. C>.. <NE. ~:CDrElS 3 .zu:ID 4. 'rF -ZERO OR LESS , ENTER - 0 - • • • •

6. ENTERTliE SMALLER OF LINE 4 OR LINE 5 • . • . • • • • •

··,~;:~~~:i1:·~:/ .. :.-.-.,i. \~-;-~.~" . ' . ••. . - - - ,- _,.,-:

575,096. 3,000. 578,0.96. 3,000.

7. ENT:e:R THE LOSS FROM SCHEDULE D, LINE 7, AS A POSITIVE AMOUNT.

8. ENTER THE GAIN, IF ANY,' FROM SCHEDULE D /

Ll'l'TE 15 " 'II ..

9. AIm LINES 6 AND 8 ••• • • • • • • . . • • • • • • • • • • .

10. SHORT-TE'RM CAPITAL LOSS CARRYOVER TO 2010.

SUBTRACT LINE 9 FROM LINE 7. IF ZERO OR LESS, ENTER -0- .•.

49,989.

3,000.

11. ENTER THE LOSS FROM SCHEDULE D, LINE 15, AS A POSITIVE AMOUNT.

12. ENTER THE GAIN, IF ANY, FROM SCHEDULE D,

LINj:!: 7 .. . .. . . .. • " . .. • ... lit .. •

13. SUBTRACT LINE 7 FROM LINE 6. IF ZERO OR LESS,

ENTER . -0 - .. .. .. • " .. • .. .. • It .. .. .. .. •

14 .. ADD LINES 12 AND 13 . . . . .. . . . . . . • . . . . . .

15. LONG-TERM CAPITAL LOSS CARRYOVER TO 2010.

SUBTRACT LINE 14 FROM LINE 11. IF ZERO OR LESS/ ENTER -0-

46,989. 55,520.

SCHEDULE E

OTHER EXPENSES

STATEMENT 12

RENTAL PROPERTY - 134 N. 100 WEST MOAB UTAH

DESCRIPTION

AMOUNT

PROFESSIONAL FEES- BH PROFESSIONAL FEES- REMAX

341. 114.

TOTAL TO SCHEDULE E/ PAGE 1, LINE 18

455.

STATEMENT(S) 11, 12

WILLIAM H. & ANDREA L. WHITE

.BCHEDUL'EE __ ...

_ ____Q.THER__E_XRENSES

.----==- __ --_. __ ._ - _-_ --

---------- .--~--- ... -.-

.~···AMOLJNT

PROFES:$,:EQN:A:L FEES- BH PROFESSIONAL 'FEES- REMAX

377. 106.

TOTAL TO SCHEDULE E, PAGE 1, LINE 18

483.

SCHEDULE SE

NON-FARM INCOME

STATEMENT 14

DESCRIPTION

AMOUNT

WRITING

TOTAL TO SCHEDULE SE, LINE 2

2,676.

SCHEDULE SE

NON - FARM INCOME

STATEMENT 15

DESCRIPTION

AMOUNT

BOARD FEES, INVESTMENT MANAGEMENT TOTAL TO SCHEDULE SE, LINE 2

278,791.

278,791.

STATEMENT(S) 13, 141 15

WILLIAM H. & ANDREA L. WHITE

________ E'_ORM_____lllEi _

___ WQ:R_LDW:i:P:IS c::JH'ITAL_@!HNS _

WORKSHEET PGR-LINE 17

STATEMENT

- .-~-------

16

575,096.

2 EI\JTER WORLDWIDE 28%GAI-NS
3 MUl:JT-IP!,JY l:!INE 2 BY 0.2000
4 ENTER WORLDWIDE 25% GAINS
5 MULTIPLY LINE 4 BY 0.2857
6 ENTER WORLDWIDE 15% GAINS AND
QUALIFIED DIVIDENDS
7 MULTIPLY LINE 6 BY 0.5714
8 ENTER WORLDWIDE 0% GAINS AND
QUAL-IFIED DIVIDENDS
9 ADD LINES 3, 5, 7 I AND 8
10 SUBTRACT LINE 9 FROM LINE 1. ENTER THE
RESULT HERE AND ON FORM _1116, LINE 17 24,125. 13,785.

561,311.

FORM 6251

PASSIVE ACTIVITIES

STATEMENT 17

NET INCOME (LOSS)

NAME OF ACTIVITY FORM

BTEC INVE'STMENTS LLC SCE E RENTAL El~3~J,RERTY - 134 SCE E N. 100 W$lST"MOAB UTAH

RENTAL PROFERTY - 156 SCE E N. 1 b 0 wfj}§\t', MOAB UTAH

AMT

REGULAR

ADJUSTMENT

163,000. 1,148. 362_.

163,000.

361.

787.

362.

STATEMENT(S) 16, 17

WILLIAM E. & ANDREA L. WHITE

fQ_R.I1 __ 6 251

INTEREST FROM SPECIFIED PRIVATE ACTIVITY BONDS- STATEMENT

18

:-_-=_SCRIP'rJ:UN m-----------c.:::=::'---::'::~ g = =~--~--~~~§--===-- ====-~~-_- __ ~~_--'-=-:~__ _ :==~-~~:;=::AM~-~_-~- F-- ;;;;;;O;;;;;JJ~N~-T,=~=~=~-c-~=====

t--GQI1~~-- SAG-B:S~- -- n______ _ ==-:_c__-"--'------- - ------ - ------- H-__c:~-C-- - -, 4?~_. ~:"-'

TOTAL TO rORM 6251, LINE 13

455.

STATEMENT(S) 18

WILLIAM H. & ANDREA L. WHITE

____ l1f,J~~~NATIVE _MINIMUM TAX F:QR,EIGN TAXQR.EDI'I' _A'l:'ATEMENT __ 19 __

WG)R~~~E Cl\.PI'rAL GAINS -------

WbRKSHEETFOR LINE 17

1

2 ENTER WORLDWIDE 25% GAINS 3 MULTIPLY LINE 2 BY 0.1071 4 ENTER W0RLDWIDE 15% GAINS

AND QUALIFIED DIVIDENDS

24,125. 11,201.

5 MULTIPLY LIN-E 4 BY 0.4643

6 ENTER WORLDWIDE 0% GAINS AWD QUALIFIED DIVIDENDS

7 ADD LINES 3, 5t AND 6

rr.aoi ,

8 SUBTRACT LINE 7 FROM LINE 1. ENTER THE RESULT HERE AND ON FORM 1116 AMT, LINE 17

611,171.

STATEMENT(S) 19