m"T1 s:::::= :,:(1

)

~~

:::::I _.

(CUI

.,

e(D • "C (nO .~

enOl (D ::::I

;e. iDOl - :::::I

:E'< I» 01 UI 3 ::r(l)

-'::J

::::Ie.

tS.3

o (D

:::::I :::::I

- .....

CUI

0:E N;::::;: o :::r (11_ ...to.::r ?(D

~en N(D

cQ

C(D

"'tiS' ~-<

AI 0 ;::;''<-::::I" o (D

"'en ::!lCD =::J ::JI»

coS' 3 ~ 00 co 31

..... n ::r(l)

I» 0 ::J .....

w"tl os:::::

c.E

I» _.

,<n cn;;c I» (I) ::I!n CDO

"0. C.UI s::::: - (D:;C

Q.,O I» 0

S'3

N w N

:::t I»

::l. en <D ::J I»

- <D

o 3l

n <D

m I» n ::r

..c c

m

-

c)'

::::I

3

c (II

-

e-

CD

I» ::::I tJ)

:e CD

;;

C. I» ::::I C.

- ::::I"

(1)

I» "C "C

;:;

"C .,

iii' S'

~

::tJ -;

j1)

g

(") ::::I" CD a.

0-

.,

(1) m (")

::r

-< m t.n

~

c;;

tn "C o ::I tn (1)

.

CIJ s (Q

(j)

CIJ o I::

£

:::;-

» "T'I -;

m :::tJ :;tJ m > o

Z G')

--f ~ m

_.

z Ch -I :;tJ

C o --I

o

Z CIJ

» z CIJ

:a:

m

::tJ m » o ::r

o "T'I

--I ::r m Ch m

D c m en

:::! o z fJ)

c Z

=i

."m 00 :::Cen z"""i m»

:erri

moo s:oo ""Om r-Z 0» -<"""i mm

m'TI

l>z Zl> Oz 00 »z~ 20 cl>OO """i0 mr-

o ;::cen me: ""0;:0 Om ;:0;:0 -1m 00""0

o :::a """i

.....

a

z fI)

3 I'D

o

-

:::::I o o

3

I'D

en o s:::: ... o I'D

» Q. a.

... I'D III III

-0

.-+

'<

en

-

1Il

It

-

:::::I

8 3

III

» 3 o s:::: :::::I

-

-

-

m » ;::JJ

z m o

» z c

z a z .!.. Z < m CJ)

-I s: m z -I

Z o a :s: m

None (or less than $1,001)

$1,001 - $15,000

$15,001 - $50,000

><

$50,001 - $100,000

$100,001 - $250,000

$250,001 c $500,000

$500,001 $1,000,000

Over $1,000,000***

$1,000,001 - $5,000,000

$5,000,001 - $25,000,000

$25,000,001 - $50,000,000

!:

c:

III Q;0l o r :::::10

00 -hA

>Ol (II

rtI

m

c:

Over $50,000,000

None

XIX

x

Dividends

Rent

Interest ~

r--t--'_-lr--t--t--i--~--r--+--+-+-~~~----------------~~

t--~ __ -lI- __ t- __ t- __ l- __ -r __ -t __ -1 r- __ ~1-~~c~a~p:it~a~[G~a~in~s ------J

So

t- __ lI __ -t __ -t __ -i __ ~r- __ t- __ t-~1- __ -t __ -l~><~-1~E~x~ce~p~re~d~[~nv~e=s~tm~e~nt~F~u~n~d~ _J ~

t---t---t---i---l----r---r---r---t---+---f~~4_~E~x~ce~p~re:d~T~ru~s~t----------------~~

t- __ lI __ -r __ -t __ -t __ -1~ __ t- __ +- __ i- __ -t __ ~~~~~Q~u~a~li~fie~d~B~lin~d~T~ru~s~t _Jm

rn ~ en

ill m ~""O 0

1::J",~.g s e ~

ij) .._~...,

><

None (or less than $201)

><

$201 - $1,000

$1,001 - $2,500

$2,501 - $5,000

t--1 __ -r __ t--i __ -r __ t-_, __ -r __ +-~~~~$=5,~00~1~-~$1~5~,O~00~----------~~ t-~r_-t---t--lr--t---r--1---+--~--f-i-~~$~15~,~00~1~-~$~50~,~OO~0~------------J§

t __ -r __ lr __ t- __ t- __ r--lr--1 __ -+ __ -t __ ~-}~~$5~O~,0~0~1~-~$~10~0~,0~0~0~ ~~

So

t--lI--t __ ~ __ t--1 __ -t __ ,_ __ t--1 __ ~-t-4~$~l~O~O,~OO~l~-~$~l,~OO~O~,o~o~o ~~

t- __ r--i __ -t __ 1- __ +- __ r--1 __ -+ __ ~ __ +-4-~~o~v:er~$~l~,O~O~O,~oo~o~-_' ~~

t--lI--t __ -r __ i- __ t--l~-+ __ -t __ '_ __ l-+-~~$~1,~OO~O~,0~O~1~-~$5~,~00~0~,0~O~O __Jm

Over $5,000,000

D

::;:;
z
0
:J
<l>
Q
-.~
~ sn
c:J:
a...,
~ :::J
_.w
:Jt\J
<> 0
0 ~
3~
('t) .en" -I
@o '<
'0
@::T m
_.ro
'" o $II
ro '"
0.<'D :::::I
oP- e.
':J >Ol
~o
~s. 3 5
c::T 0 0
<l> <'D c:
a.' :::::I ;x;
_<l>
0 :J ..... 0
:fS 0
rn ....
C" <n' -
rn :J ::I
:J '" n
[Jl '" 0
""a. 3
-(I>
0<>- m
..... _.
_:::J
$00
-'0
::J o
e::;:.;-
:5;·0
~o
III _
=-::r:
~
w=
3
-;
::T
i);' "'1J c: m r

o

roo(

-I

~

o m o

» en en m -I (J)

» z o

c Z m » ::0 Z m o

z o o s: m

en o c: ;:;c

o m en

." » :::c -I

C

III !:r.OJ 0, ::.0

0° _A:

»t:C til

(I)

~

None (or less than $1,001)

$1,001- $15,000

$15,001 - $50,000

$50,001 - $100,000

x

IX ><

$250,001 - $500,000

$100,001 - $250,000

$500,001 - $1 ,000,000

Over $1,OOO,OOO~'

$1,000,001 - $5,000,000

$5,000,001 " $25,000,000

$25,000,001 - $50,000,000

XXX Interest ~

f---r---r---~~~~~~~~~~~~~~~~~~~~--------------------~~

~ __ +- __ ~ __ ~ __ -+ __ ~ ~ __ +- __ 4- __ ~ __ ~~ __ ~~c~a~p~it~a~IG~ai~n~s ~~

Excepted Investment Fund :;-

~--t---+---;---'_--'_--~---r---r---+---t~~~--~------------------------~o

Excepted Trust 0

~-+ __ +-~ __ ;-~ __ ~ __ ~~ __ +--+-+-+ __ ~ ~3

Qualified Blind Trust I'D

-·m ~:.

C:::::r c.Q;I g; ::::I _" ffi ::::II'.) ,., a o~

3~ ro (ii'

~~ (f.i roO

~""O 0 o ::::r

~ ~ "?j en:;: ~. (D

~ ~ ~L~ ~ (i Q.

t---i---~---+--~--~~--~--~~~--~--"~'"~'~"~----------~~~---------------'--~ ~R

X X >< None (or less than $201) ~ :;l

g~

$201 - $1 ,000 2 9'

ro ro

$1,001 .. $2,500 ~ (D

o :;l

$2,501 - $5,000 ~~

» 0" '" :::s

$5,001 _ $15,000 ro ~ (')

~--t---'_---r---t---;r---r---+---;---~--_'~~~--~--~~--~--------------~3 $ ro 0

$15,001 - $50,000 0 .:!! g. 3

~--t---;----r---t---;~--r---+---;---~--_'~~~~~--~~~----------------~§ ~~ I'D

~ __ +- __ +- __ 4- __ ;- __ ~ __ '_ __ ~ __ ~ __ ~ __ ~~ __ 4-~$_50~,_00~1 __ -$~1~0~0~,0~0~0 ~~ ~~

$100,001 - $1,000,000 e, ~

~--t---'_---r---+---;----r---+---;---~--_.~~~----------------------------~g EO

Over $1 ,000,000*-* 0 c: 0'

f---r---r---~~~_'~~---4---4---4---f~~~----~--~----------------~3 ~~

$1,000,001 - $5,000,000 I'D 9'

~

Over $5,000,000 ilf

3 -; ::::r w"

x

Over $50,000,000

None

><

Dividends

Rent

x

D

z

o ::>

'"

o

~

"C

I'D

III

::J

Q,

»[lJ 3' 0° cO

:::sA ..... 0

a

." C OJ r

o

r

-<

-I

:::0 » C m c

» en (J)

m

ciJ

):It z c

c Z m » :::0 Z m C

z o a s:: m

en o c ::0 o m en

~ i

O:ro Or :=! 0 00 _'"

»ro Ul

II?

(D

!it

Over $5,000,000

-I
'<
"'C
(D
0
~
:i
"
0
3
(D
~
"C
(D
QI
:=!
Q,
»c::J
3r
00
cO
:;:I A
-n
0
-
» ::::J
"
3 0
0 3
c:: (D
::::J
-
0
~
S"
n
0
3
(D ~ ~
'" '"
~ ~
<D "
IX x
>< o

"0
»
;::0
--I
-
OJ
z
0
z

"0
c::
OJ
r-
0
r-
oo(
--I
;::0
»
c
m
0
»
en
en
m
--I
en
»
z
a
c
z
m
>-
:::0
Z
m
a
z
0
0
3:
m
en
0
c
;c
0
m
en
l
"
z
i » Q. Q.

... (I)

en fII

'-J ~ N 1.l N --
2. 0 Q ~ ....
0 (0 (0
~ 0 (0 (0
0 cs- ..p ootJ (0 ...,.
Vl '5' .... s-... ~
. ~ -oW ~ .... ....
~ ~ C) w
V\ '" *' *'
~ ~ r-? k' ~ eta '"
§_::J ~
, "\ '\ ~ ~ 0 o o

Date Incurred

I nterest Rate

Term if Applicable

" >

:;::c

-t

s

- .

r-

5> m

r-

3

m Ul

o o

3

"C I'D ::::I (II

AI

= o

:s

~

w

~

N

_.

o

Ol

N

m x III

3

"Q

~

Z AI

3

I'D

o

-

-

'Z .:r:

-

-

r:

~

-f '< "C I'D

o

-

o

..,

I.Q AI ::::I N' AI

-

::::I

"'0 o

!. ::!: o ::::I

::t CD

ii

!:"T1

o ...

=<0 ~3

m >< o

s:::: 0.. <D

-u o (J)

~

::J (F)

:iE s:

Cit a. CD

-.

tI)

(Q a < CD

...,

::J

3 CD :::J

.r-

=;tI)

CD

...,

:::J

~

o

...,

1:1 o ;:;0: 0' !l:L (!l ::J

= <ii'

(F)

tI) ::J 0..

~

a (f)

(II (f) a ro -< o

-

III

::J

::r o ::J a

ill -<

:::J III

-

c:

-.

CD

-

-

." o en

=i o z en

::t m ro

o C -I en

-

o

m

c:

.

(1J

.

G') o < m ;;0 z s: m Z -I

o ....

-_\

I

o..:::c III C1)

CD< - Cir

;!=E

('[) 0 00 .....

CD::tJ

~~

"00 o ..

::l.et

C/l ••

§..,

= ::r O'CD

CD m

"' .... (l)m

"0"0

~o 0;::1.. :::;:JC/l

5: ~.

CD= ::::Je::::!:([I Ill ....

O'~

"< _.

..... (1)

::r~ (1)(1)

()o.. 00' 3'< 3g: --(I)

@=o

CD 0 -'3 ::J 3 Jl) __

n;:;:

Oro 0([1

0..

III Jl)

::J 0 o ::J (1) to

:E ~. 5i:f ~:::f CD ro

mO ...... 0

::r=l -'(1)

~ C/l _."0 :::;:J 0

06_

o _.

< ::J (I)!'c

3-g

30- CD= ::sO

);m

o ."0 _0

->.::1.. co(/)

~~~2:

C/l::J

Q)~ 30.. ~m 0..'< (l)cn

0..0

. - .....

zr CD

::J !.c

III 0 ::J 0 o..::::s

8ar

.... ::::s

met g,o

.....

::tJ

~

o

it

r-

(ii'

.....

-c o c ..,

zr o

3 CD Q) ::::J 0.

o =I: o· CD til 0.. a.

CD

(J) CJ)

III ::::J a.

'0 ::r o ::s CD

::J c::

3

0' (J)

:-'

-0 CD

Q) C/l (I)

CJ)

<0'

::::l

'< o c::

..,

CD

"C o

..... .....

o CD ::I.

-?

::J to

s:

Ql

.....

'< o s:::: ..,

....

(IJ

"C o ::l. (ij'

o o

3

"0 m

CD

N:le 0:r ~ttI 0;

.....

o

'TI

CD

-

::r

00

ro

'0 o ::l.

:E

;:::0: ::r

.....

::r CD

CI)

~

(')

-

o

o

:3 3

....

:::t: ttl (1)

g

~ ~.

::0 o o

3 N N a

S:~

(Il _

~~

o

::!1 (I) (J}

III "C c:: g:;

....

CD "0 o

-

zr

CD

(f) CD ::J

III

CD en CD

r0- o

.....

o o

3 3

;:::;.:

m

CD

o ::s

m

-

:::r

C')'

C/l

3

s:::: fJ)

.....

c en

en ro ::J !ll

-

ro

~

(fJ :::J""

3' c.o

6'

::J

III Ui o

.....

zr (ii'

o o

C') o Z "T1

C m Z -t

» r

c

-

CIJ

o r o en c: ::::c m

o

"T1

o » z c

c » -I m en

::r: o :s: m

» c o :::c m en en

Sign up to vote on this title
UsefulNot useful