Page | of 1 Teresa Mitchell From: Carol Puckett Sent: Monday, December 21, 2009 7:41 AM To: Teresa Mitchell Subject: FW: Attached Image Attachments: 2117_001.pdf From: Carol Puckett Sent: Friday, December 18, 2009 2:05 PM To: Mark Hendrix ‘Subject: FW: Attached Image ‘These were the initial 626,527 letter request forms we received for the Investment credits, From: canon1@oktax.state.ok.us [mailto:canon} @oktax.state.ok.us} Sent: Wednesday, October 21, 2009 2:37 PM To: Carol Puckett ‘Subject: Attached Image sinoDecember 12 2006 Dear closed its Fund October 31 with a total Preferred Unit investment of and a credit facility of | ofa total Fund size of 1 apologize for the dolay, but we have waited on the Oklahoma Tax Commission to provide us with current forms, 4 order for Preferred Unit Hoiders to receive a two for one tax credit, the Fund must retum + This will be retuned pro rata among the Fund’s twenty investors. Your Preferred Unit investment represents 36.7377% of the Preferred Units. We enclose your check for ‘. You should reduce your cost basis in the Preferred Units by this amount. This will assure you of a 200% return on your investment, Enclosed are two Oklahoma Tax Commission Forms 526A and one Form 526, which you will need for your credits, ‘The Fund invested in the following Portfolio Companies: ‘We will fumish you with financials and other information on the Portfolio ‘Companies, the Fund and the Capital Company when the financials have been completed: On behalf of all of those associated with » We thank you for investing with us, We think that your investments will provide you additional return, as well as some useful K-1 benefits. {want fo caution you that this tax credit can only be used to recover or pay gross production taxes «#8 well as income, insurance premium and bank franchise taxes which were paid or payable by the entity purchasing the ‘Tax Credits, ‘Thank you very much and if you have any questions, please do not hesitate to call, Yours truly,TAX YEAR. 2006 § 526-0 Identification Number Identification Number Name of investor ‘Name of Rural Small Business Capital Company Address Total credit allowable in 2005 _ (Cary the cra laimod this year to Form E14CR. the ante crel Is no bing ced ths yar, campite Pat fr tho eubeoquon caryove yeas, Under penaties of perry, declare that Ihave examle 7" = + is tuo, accurate and campo. Officer, Generel Parner or Mambory el 1. Total orodit allowable in 2005... 4... esses eee 2. Credits used in pror years: (@)_2005 )_2008, 2010 1§ (o)_20111$ n)_20121$ § 8. \(e) 2007 (2008. 2009, “2013, “2044, ‘Total credits used prior to this yoar 6.6... ee. 3. Unused credk available (line 1 1686 1N6 2)... eee eee eee ee 4, Credit claimed this year,___ (camry to Form 8110R)....... 5.__ Unused balance carryover (tine 3 fess line 4) (ten year carryover nit)