~ 1,040

Label (See

inslruc ions on page 14.)

Check only one box.

U.S. Individual Income Tax Return

2009 ~

Last name

• 200G. endlllO

.20

L

~~W~I~L~L~I~AM~~H~.~~ __ ~~~ ~~==~ -+~ ___

E If a joi t return, spouse's first name and Inlli Spcu •••• ICc'al oecuity n~

LrT.AND~~R~EA~~L=.~~~~~~~~~~=IT~E~ -.~~~~~ __ ~_~. __ ~:~~:=-·

H Home address (number and street). II you have a P.O. box, see page 14. ApL no. You must enter

~~l~O~l~S~T~A~B~L~EW~O~O~D~C~O~UR~T~ ~ ~~~yo~u~r~~H(~s)~ab~~~e~.~~

E CIty. tC'IINI or po.l oIIice, sUit •• and ZIP cod .. n)'OU hlv. a lor 'gn ~d:t_. __ H.

77024

Single

Ma led flilng jointly (even If only one had income)

o Mar led filing sepa~ately. Enter spouse's SSN above

and full name here.

Exemptions

It more than fo r dependentsil see

page 17ao D chee here ~

WILLIAM WHITE

ON

ON

AUGHTER

ELENA WHITE

Oup,.".,ts on Gc net ttnt.rld ~

fWd r.umbot>l II

d Total number of exemDtions clalmed.............. . ~:::s~ I 5 I

STEPHEN WHITE

Income Attach Form(s) W-2 here. Also attach Forms W·2G and 1099·R if tax wu wlthh8ld.

If you did no getaW-2, see page 22.

Enclose, but do notattach,any payment Also, please use Form 1040-V.

Adjusted Gross Income

Wages, salaries, tips, etc. Attacll Form{s) W-2 o.F.C............................................................ 1---!.7-+ __ .......:2~3::.l2:::.L.8~6 ~2.!...

8& Ta.uble interest Attach Schedule B If required : T T.................................. 1-:: .• .;.8.7::~ •. "' .. -=l...J...:o5r..:9~4~.

b Tax-exempt interest Do eot include on ne 8a 8b 4 814. :;~.. i

9a Ordinary dMdcnds. Attach Schedule B if required r r............................... . .;:;9&:;... .. +. __ __::3o_:l::...<..1=9-=1c..:....

b Qualified orvioends (see page 22) 9b 2 4 12 5 . A" ~.1

10 Taxable refunds, credits, or offsets of state and local income taxes f--!1,,_0+ _

Alimony rEceived , .. , , : I-"'.;.'+ __ -::-:::-::---:--=-==--

Business Income or (loss). Attach Schedule C 01' C'EZ ·~12~ __ ..::2~8~1~4=6..!.7~.

Gaphal gain 01' (loss). AIIach Sc edule 0 If required. If no rSQuired, check he e ~ D 13 < 3 000. >

Other gaills or (losses). Attacl1 Form 4797 ~ :..... t-'-14.=.......t __ --=1""'7~8::..:.6-=3~.

~:: ~:!~~~~~:~n~ .. ~~· .. :::::::::::: I ~:: I I : ~:~:: :~:~: :::::::::::::::::: f-!!~:~bb+-------

Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach SChedule E t-'-17'-1 __ -,1=-5=-=.O..L...!7c...:0,,-7~.

7

11

12

13 14

17 18 19

Farm Income or (loss). Attach Schedule F s :c:«: "., .

lIrIotnploytn01\l """""n1&11 in .. ~". of 12,4OD per '"",poeM

(,"_tTl , , " .

Social security benefits I 20a I I b Taxable amount (see page 27)

Other income. List type and amoun (see page 29), --l::6':;

18

19

20a 21

20b

21

22 Add the amounts in the far rillhl CDlumn for lines 7 thlouoh 21. This is your total income

22

712 684.

23 Educator expenses (see pa.ge 29) " T........................ t-='28~ -;;:1~i,::

24 Certain bUsi ........ _"'1111 01 ,~, p.formi"9 arnall, an _01. govtmr114rTI 24 : '" .. '~

o1fod 5,AlI.a.~2106cr21C8-EZ f--!':!.......1I--------i' .

25 Health savings account deducllon. Attach Form 8889 26 '-)::;;;:

26 MoYlng 8)(penses. Attach Form 3903 26 f.~t~f:i:

One-half of self-employment talC. At1ach Schedule S£ 27 3 922. ;~t<;\~

Self-em loyed SEP, SIMPLE, and qualified plans 28 49 000. 1>/

Self-employed health insurance deductl<>n (see pag B 30) .. r29=....._,t- ., ;::ij:~;

30 Penalty on earlywtthdrawal ofsav.ngs " "....................... 30 :.:::.<'

31a Alimony paJd b Recipient's SS ~ 311 ;~~/~

32 IRA deduction (see page 31) 32 ;~:i; ~~

33 Student loon interest deduction (see page 34) ~38~1- -f~~:~;::

34 Tuhion and fees deduction. Allach Form 8917 ~34:!..-it--------fp.j~1~

36 Domestic roduction activities deduction. Attach Form 8903 35 ~;r-:"':

36 Add lines 23 th ough 31a and 32 through 35 .

37 Subtract IIna 36 from line 22. This is vour adlusted oross income .. 37

27 28 29

36

52 922.

659 762.

LHA For DiSClosure, Privacy Act, and PaperVlor1< Reduction Act Notice, see page 97.

Form 1 040 (200~)

Form 1040 (2009)

Tax and Credits

~dard DeckJotlon 1er·

• Peop~who

... oheck 1/'1)'

bo>toollno 3", Mb.or 40b or .. 0\0 "",btl

.~J cbJmDdul

<IECl<Inden'.

• AI olhoro:

Sing I or

... ...- ~lIn~ oeparatoly. ~5.100 Mamed fIIt1~ loIntly"; OU"iI)Iln~ wtdow(at). '11,_

11.><$" houuhold, sa.350

WILLIAM H. & ANDREA L. WHITE P"9.2

38 Amoun!lrom line 37 (adjusted gross income) ,...=.= = .. = -\--"3 8 rl-_--'6"-=-5.::.9....i..-'7'-'6~2~.

39a Check {D You were born befors January 2. 1945, D Blind.} Total boxes

it D Spouse ViaS bom belore January 2.1945. 0 Blind. ohecked... ~ S9a '-.=.-1'-' .

b "yow ~ It-miua on II ceparat.,.tur'n or you wert • du"slatlJ5 .dian,!!WIe ~9!:I ri and~ hare ~ 39b .;~-

40a Itemized deductions (lrom Schedule A) or your standard deduction (see len margio) .

b Ir)'OU .r. inot.",ng~ __ "Ion ~_ .... I .. 1.1. tallOI, nINI mcI.", vctIloII w nol ~ 4 0

diRllttrloll,.I_ londct1od<h C-p"985l1) Ob

41 Subtract fine 40a Irom fine 38 r.;'-4~1 -;I-_--=<....!...;:w.~'__"_.!..

42 Exemptions. If lilla 38 Is $125,100 or less and you did no pro~de ousino to a Mldwestem displaced Individual, .;;'." ,j

mul'ply $3.650 by tile number on line 60. Otherwise, see page 37 t--=-42"--ir- __ -==...L.=='-"'-~

43 Taxable income. Sublraclline 421r0fTliine 41. If line 42 Is more than line 41, enter -0- t--=-43=---._,1--_---=-==~:....:c..:::...:..

44 Tax, Check If any laX Is from: aD Form{s) 8814 b 0 Form 4972 r44,-+ __ .:...::~'-7-::-':::'':'

45 Alternative minimum lax. AIlach Form 625 1---"45"-ir---~_=_::~7':~~

46 Add lines 44 and 45 ~ !-"46;....,f __ "':";:....!...L..:!c.::.:,,--,-

47 Foreign taxa-edil Attach Fa m 1116 if required. 47 1 321. );:~:{

48 Credit for child and dependent care expenses. Attac Foon2441 48 T::,·.'S

49 Education credits Irom Form SB63, line 29 49 ~f~;~

50 Retilemenl savings contributions credit. Attach Form 8880 50 ):''iW';:

51 CIllid taxcrtdit(see paoe42) 51 ':~:::;

52 C edits lrom Form: a 0 8395 b 08839 cO 5695 52 ~~?L:~

Oilier credits from Form: aD 3800 b 08801 cD 53 .'~~~:::

84 666.
575 096.
12 165.
562 931,
162 563.
5 059.
167 622. 40.

Payments 61 Federal income tax withheld lromFonms W-2and 1099.............................. 6 22 142. ~~i,;

62 2009 estimated tax payments and amount applied from 2008 retum 20 000. ( .. f.~

63 Makiog vlOrk pay and oovemment re' ee credits. AIIach Schedule M :.:r., .. :~{ ;:;

64' Earned Income credit (EIC) e- _ z

b Nontaxable combat pay e'ection ~64::::b...J_ -1

65 Additional child tax credit. Attach Form 6812 ..

66 Refundable education credit Irom Fonm 83l!3, fino 16 1-""'---11-------..,

67 IrsHime hOfTlebuver credil Attach Fonm 5405 , .

68 Amount paid vlitll request for exlenslon to lilo (see page 72) .

69 E~ social security and tier 1 RATA IDXwtthheld (sse pace 72) .

70 Credits rom Form: l 02439 b 04136 c 08801 d 08885 .:.

other Taxes

Refund

:~ ~~::~O:~~;I~~~n~~:~~:: ~·~~~·F·~~;;;;·~·t:1·4137····b·LJ·i;9;·9··::::::::::::::::::::::::::::::::: t-=::::.~-t- .!.7...L.::8~4=:..4:..:...

58 Additional tax 0 lRAs, o1iler qualified tetirement plans, etc. A!tlch Form 5329 If required t--=5..:.8-+- _

59 AddlUonallaxes: 80 ABC payments bOO Ho sehold ernploymen taxes. Attach Schedule H 1-"6 9 +_~~4.~8>=.""1..:..

60 Ad Ilnes 55 throu h 59. This is our Iotal tax ".. . ~ 60 178 986.

71

142 142.

72

Paid Prcpa .... Prep"!rer'salgn.tu .. Use Only ------~~~~~~~~~~~~~--~----~~~~~~--~~L-~~~77~~---

Firm', name (or YOUT5 If Mfr-1!mfllOYW)._", .nd~COdt

.>0002 10.2O-9p

SCHEDULE A (Form 1040)

~"""R""v!:u~'§~ (9':1)

Itemized Deductions

~ Atta.ch to Form 1040.

~ See Instructions for Schadule A (Form 1040).

WILLIAM H.

& ANDREA L. WHITE

Medical and Dental Expenses

Taxes You Paid

(See

page A·2.)

3 685.

Caution. 00 not Include 8Xjlellses reimbursed or paid by others. ~(':

, Medical and dental expenses (See page A·'.) ···················T······j··· .. · .. ·· .. ·· .. ····· .. ···. "'}:- •. +-------I

2 Enter amount from Form 1040, line 38 l...!:2_,_ I --i-:·:···

3 Multiply line 2 by 7.5% (.075) ""'3"-1 --r--i

4 Subtract liM 3 from line 1. If Hne 3 is more than linB 1 enter·()..... 4 0 •

6 State and local (check only one box):

: ~ :::~ :::';es } S.~~ S.W~,TEME.N'r..JL. t-"6-+-_---=3"-'-'1=-4.:.4~.

6 Real estate taxes (Se& page A,s.) r6"-t _ ___,4:..;6"-L-'7_,4...,2,,_,.

7 New mota vehicle taxes from line 11 01 the worksheet on page 2.

Skip this liM if you checked box 5b 1-7~ -I

8 Other taxes. List type and amount ~ _

Is

9 Add nnes 5 through 8 ..

49 886.

. 9

Interest You Paid (See pagBA·6.)

Note. Personal interest Is not deductible .

Gifts to Charity Hyou made a gilt and got a benefit lor it, see page A-8.

11

10 Home mor'tgage interest and points reported to you on Form 109B 1-1'-=°+_-'2=-.:6'-'-'9......,,0..:0"".'1

11 Home mortgago interest not reported to you on Form 1098. If raid to the person ' ....

from whom you bought the home, see page A·7 and show tha person's name, ;.~:;

Identifying no., and address J.f,·~.l.:tl

~------------------------------------- ...

12 Points not reported to you on Form 109B t-'''''2+------l

13 Qualified mortgage insurance premiums (See page A·7.) t-''''3+-------l

14 Investment Interest. Attach Form 4952 II required. (See page A.a.) J...1L:t.J4 r--l

15 Add lioes 10 throuoh 14 .. 16

26 900.

16 Gifts by cash 0( check S.ij:,ij:, S.TA'l'~'.r: .. L. ~1~6+-_-'9:!....L..:!:.1.!:!.2.:::5-'-1.

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

You must attach Form 8283 if over $500 t-1!..!7+ --I

18 Carryover from prlor year L.111..1t.18 ..---!

19 Add lines '6throuoh 18 ..

9 125.

19

Casualty and

Theft Losses 20 Casualty Of'theft Ioss(es). Attach Form 4684JSee pag(l A-10.1

Job E.x.pensos and Certain Miscellaneous Deductions

(Seo pageA·10.)

2' Un reimbursed employee expenses- job travel, union dues, job education, etc.

Attach Form 2106 or 2' 06-EZ if required. (See page A·1 0.)

~-------------------------------------

21

22 Tax preparation fees , 1o;22~ -!

:~. ~

~

~f.~~

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

~~~~Q~~J~g 1~~~8~~

23 16880.

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

: ~:~I::o~~::~~g;0~.1.040:ij~.~ .. 3B·:::::::::::::::::::::::::::::: .. L~r .. ·6·5·9 .. ;·;i6'2· . :~~~ 16 880.

26 Multiply~ne25by2% (.02) : 26 13--,-195.

V Subtract line 26 from Irne 24. If ~ne 26 is more than line 24 enter-O- . I 27

Other Mlscella.neous Deductions

28 Other- from list on page A·11. List type and amount ':<

~ - - - ---- - - - ---- -- - - - ----- - - - - - --- - ------- - -- - --- I:~!:t

----------------------------------------------- ~

j;:.

Total Itemized Deductions

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

28

29 Is Form 1040, line 38, over $166,800 (ovsr $83,400 if married filing ssparately)?

D No. Your deduction is not limited. Add the amounts in the far right column }

for lines 4 through 28. Also, enter this amount on Form 1040, line 40a. S.rr.:Mr;r. ... Z ~ 29 84 666.

[X] Yes. Your deduction may be limited. S88 page A·1 t for the amount to anter. I:~l~f.t~:~;:r.~~~~~~~~t~~;~tl~~

30 II YOU elect to item~ deductions even thou.llh they are lass than your standard deduc-tion clJeck bere .. 0 : ·:;:::tF+jt'T.;Gj::r;~::: .

Schedule A (FO(m :1040) 2009

LHA g111501 '1-OC-Oll For PaperwOl'k Reduction Act Notice, &ee Form 1040 Instructions.

Schedule A (Form 1040) 2009

Page 2

Woc1<sheet Before you begin: .... You cannot take this deduction if the amount on Form 1040. line 38. Is equal to or grealer than $135.000

for Line 7 • ($260.000 if married tiling jointly).

New motor vehicle taxes

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

(Keep a copy focyour records.)

.... See the instructions for line 7 on Page A-6.

Enter the state 0 local sales or excise taxes you paid in 2009 tor the purchase of any neVi motor vehicle(s) after Februwy 16.

2009 (see page A·6) "." ".,', .. ,.,., .

2 Enter the purchase price (before taxes) of the new motor vehicle(s)

3 Is the amount on line 2 morelhan $49.5001

o No, Enter the amount from line 1, DYes. F'lQure the portion 0 the tax fnom fine 1 mat Is attributable to me first $49,500

of the purchase price of each new motor vehicle and enter It here (se8 page A-6).

} ,." .. , , .. , .. , ,.,"' .. ,

I~r.> r~h~:~

3

4 Enter the amount frorn Form 1040, line 38

5 Enter the total of any .

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

• Exclusion of Income from Puerto R co

} .

10 Multiply line 3 by line 9 , .

11 Deduction for new motor vehicle taxes. Subtract line 10 from line 3. Enter the result here

aO<! on Schedule A line 7 .. .. .

11

Schedule A (Form 1040) 2009

SCHEDULE B

(Form 1040A or 1040)

a.~ol~s!:v"t":Y (119)

Interest and Ordinary Dividends

~ Attach to Form 1040A or 1040.

~ See Instructions.

WILLIAM H. & ANDREA L. WHITE

OMS No. 5<5-00U

Part I 1 Ust name of payer. If any interest is from a seJler·finanoed mortgaoe and the buyer used the

Interest property as a personal residence, see page B·1 and list this Interest first. Also, show that

buyer's social security number and address-~ _

GOLDMAN SACHS

Note. If you received a Form 1099·INT, Form1~lo, or substitute statement from a brokerage firm. list the firm's name as the payer and enter the total Interest shown on that form.

2 Add the amounts on line 1 ~2"-1 1:!:..L""5:..... 9~4!!...!....

3 Excludable Interest on series EE and I U.S. savings bonds Issued after 1989.

Attach Form 8815 t-'3"--<t---'7"~7"":--

4 Subtract nne 3 from fine 2. Enter the result here and on Form 1040A, or Form 1040, line Sa ~ 4 1 594.

JPMORGAN

MORGAN STANLEY

WELLS FARGO

FROM K-l - ENTERPRISE PRODUCTS PARTNERS

Amount

1 440.

52.

22.

3.

77.

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

Part II Ordinary Dividends

Note: Ilyou received a Form 1 099-0 IV or :rubstitute statement from a brokerage firm, bst the fWm's name as the payer and enter the ordinary dividends shown on that form.

5 Ust name of payer ~ GOLDMAN SACHS

Amount

31 184.

7.

5

FROM K-1 - ENTERPRISE PRODUCTS PARTNERS

6 Add the amounts on line 5. Enter1he total here and on Form 1040A or Form 1040 One 9a ... ~ 6

31 191.

Part III Foreign Accounts and Trusts

Note. If line 6 is over $1 500. vou must comotets Part III

You must complete this part if you (a) had over $1,500 of taxable Interest or ordinary dividends; (b) had a foreign account or Ic} received a distribution from or were a arantor of or a transferor to a foreion trust.

G27!1O ,O·20.()g

Yes No

• ,1 •••• :

:.,,!~. I:;' :.' _ . . ~:':;" "'1\';

7a Atany lime during 2009, did you have an interest in ew a Signature or other authority over a financial account in a foreign coontry, such as a bank account, securities account, Oi other financial account? Sge page B-2 for EIlCceptioos and filing

requirements few Fewm TD F 90-22.1 .

b If 'Yes,' entsr the name of ~e loreign country ~ _

8 During 2009, did you receive a dlstrtbution from, or WIIre you the grantor of, or translerorto, a foreign tNS!7

If "Yss," yOU may have to flle Form 3520. See page B-2 ........ . .

LHA For Paper\Y~ Reduction Act Notice. see Form 1040A or 1040 instructions.

x

x

Schedule B (Form 1040A or 1040) 2009

SCHEDULEC (Form 1040)

O_o'theT,"""'-"Y ",,",81 R_nuo _ C1KII

Profit or Loss From Business (Sole Proprietorship)

~ Partnerships,lointvenlllres, etc., generally must fife Form 1066 or 1066-B.

~ Attach to Form 1040, 1040NR, or 1041. ~See InstrucUons for Schedule C (Form 1040).

2009

~~ e. 09

OIll.B No. t546-007'

_ ,.,.my oomblllSSH)

WILLIAM E, WHITE

A Principal business or prol6ssion, Includtng product or service (see page C-2)

BOARD FEES INVESTMENT MANAGEMENT

BEnla"ClldlltV p esC-lI,10,&11 I

~ 541600

C Business name. If no separate business name, leave blank.

BOARD FEES INVESTMENT MANAGEMENT

o Em;>/Oll" 10 num_ (EN). W ony

Business address (including suite or room no.) ~ 101 STABLEWOOD COURT

CI ,townor ost ottice, state and ZIP code HousT"6N- - TX -7702-4- -- -- - - - -- - - --- - - - -- - - - -:- - - --

F Accounting method: (1) Cash (2) Awual (3) other (specify) ~ _

G Did you 'materially participate' in the operation of this business du 'ng 20091 If 'No,' see page (}3 lor Fmlt on losses 00 Yes 0 No

H If vou started or acouired this bllsiness durmn 2009 check here .. '" ..•... . . .. ~ n

I:P;i'i:H'j Income

Q-oss receipts or sales. Caution. Sec page C-4 and check the box It

• T is ir.come was reportad to you 00 Form w-2 and the 'stalutory employee" box on that form was checked, or

• You are a member of a qualified joint venture reporting only rental raales ate income not subject to self-employment tax. Also see pa~e C-3 for Omit on losses.

2 Returns and allowances .

3 Subtract line 2 trom line 1 .

4 Cost 01 goods sold (from Ii e ~2 on PIlO8 2) .

6 Brou prollt. Subtract line 4 from line 3 ..

6 Other income, including federal and state gasorJne or fuel tax credl or refund (see page C-4J .

7 Gross Income. Add linss 5 and 6 ... ..' .. ..............• ~

1~P..a&JI;J Expenses, Enter expenses for business use of your home only on line 30.

6 Advertising :............... 8 18 Office expenso ..

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 Commissions and' tees 10 a Vehicles, machmery, and equipment .

11 Contract la or b Other business property ..

(seepage(}4) 11 21 Repalrsandmalntsnance .

12 Depletion 12 22 Supplies (not included in Part III) .

13 DepreciatJon and section 179 23 Taxes and licenses .

expense deduction (not Included In

Part III) (see page C-5L................... 1---!'18~ --I

14 Employee benefit programs (othar

an on Itne 19) : .....,1""4-+- ---1

15 tnsurance (other than health) 1-:-!1~5+ __ ------l

16 IntBrsst: ~f~.r,

a Mortgage (paid to banks, etc.) .

bOther .

17 Legal and profession

Travel, meals, and entertainment

a Travel .

Deductible meals and

entertainment (see page C~) .

Ulillties .

26 26 27

Wages (less employment credRs) ..

Other expenses (from line 4a on

page 2) ..

16a

16b

services " . . 17 8 440.

2
3 287 231.
4
5 287 231.
6
7 287 231.
18
19
;;;:]1
20a
20b
21
22
23
·t1}~m
24&
24b
26
26 31 278 791.

2.7

28

Total expenses before expenses f business use 01 home. Add lines 8 througll27 ~

Tentative profit or (loss). Subtract line 28 fro lina 7 .

Expenses tor business use 01 your home. Atla~h Form 882.9 .

Net prollt or (toss). Subtract line 30 from line 29.

• 11 a profit, enter on bom Form 1040, line 12, and Schedule SE, line 2, or on Form 1040NR, line 13 (if you checked the

box on line 1, see page C-7). Estates and nusts, enter on Form 1041, line 3. ~

• II a loss, you must go to I ne 32.

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

• II you checked 32a. enter the loss on bolh Form 1040, line 12, and Schedule SE, line 2, or on Form 1040tlR,

line IS (ilyou checked the box on line 1, see lite Ine 31 instructions on paoe C-7). ES!ates and trusts, enter

00 Form 1041, line S.

• II you checked 32b, you must anach Form 6198. Your loss may be Omiled.

29

30 31

32

28 8 A.40.

29 278 791.

30

LHA For Paperwork Reduction Act Nolice, see page Co9 01 tile Instructions.

Schedule C (Form 1040) 2009

SCHEDULEC (Form 1040)

Dopor1ment eI tile TIea8Uf)' Inltma RiYtm.M ~ (9Q)

Profit or Loss From Business (Sole Proprietorship)

~ Partnerships. joint ventures, ete., generally must file Form 1065 or 1065-8.

~ Attacb to Form 1040. 1040NR. or 1041. ~See InstruoHons tor SchedulE C (Form 1040).

2009

~No.09

OMBN"'~07'

N ..... or """"*'"

ANDREA L. WHITE

A Principal business or prctesson, Including product or service (see page C-2)

WRITING

B Enlltco:lromIilDIS~.'UIl I

~ 711510

o Employ« 0 IKImber (CIlI). 11l1l1)I

C Bus' ess name. II no separate business name, leave blank.

ANDREA FERGUSON

Accounting method: Accrual (3) O!lleI (specify) ~ _

G D'd you "materially participate" in the operation of this business during 2009? If "No,' see paQs G-a for limit on losses .........................••... 00 Yes D No

H If vou started 01 aCQuired this business dllfina 2009 c~ hllr8 ..•....... . . ~ 0

I~arthl Income

Gross receipts or sales. Caulion. See pago G-4 and chfi:k the box It

• This income was reported to you on Form W-2 and the" "Statutory employee' box on that 100m was checla!d, or

} ~D

• You are a member of a Q aimed joint venture reporting only rental real estate Income not sub' CI to self-employment tax. Also see page c..a 10( lim' on losses.

2 Returns and alloY/anres .

:I Subtract line 2 from ine 1 ..

4 Cost 01 goods sold (from line 42 on page 2) .

5 Gron profit. Subtract nne 4 from line 3 .

6 OIher income, Including federal and state gasoline or ruel tax credit or refu d (sea paQe C-4) ..

7 Gross Income. AcId lines 5 and 6 . .. .. . ~

2 676.

2
3 2 676.
4
6 2 676.
6
7 2 676. 11P.aii·IIH Expenses. Enter expenSBs for business use of your horne only on line 30.

8 Advertising 8 18 OffICe expense r'8'+-----_

9 Car and truck expMses 19 Pension and profit-sharing plans. r.-:;19~ _

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

10 Commissions and fees 10 a Vehicles. machinery, and equipment p2",O,,_a t-------

11 Contract labor b Otiler business p operty p2""O""b t-------

(seB'pageC-4) 11 21 ~pairsanclmaintenance r21'+ _

12 Depletion 12 22 Supplies(nOllncluded In Part III) t-=22'+ _

13 Depreciation and section 179 23 Taxes and licenses I-:-.;:!:!~~'-:-,I- _

expense deduction (not included In 24 Travel, meals, and entertainment ."'~.

Part III) (seepage C·S} !--"'3::.....t -I a Travel .

Employee beneft programs (other Deductible meals and

than on ane 19) 1--"",,4 + --1 entertainment (see page v6) ..

Insurance {other than health} ~1;,6 ,..r--------l 25 UtlITtles ..

Interest ~~=,;L 26 Wages (less employment credll'3) ..

a Mortgage (paid to banks. etc.) 1-'-"6~a+ --j 27 Other expenses (Irom ~ne 48 on

bOther t-'!>!6""b+- --i page2) ..

17 Legal and professional

14

15 16

servIces 17

248

24b

26

26

27

28

Total expenses belore expenses lor business use of home. Add lines 8 through 27 ~

e alive profit or (loss). Sub raet fine 28lrom line 7 ..

Expenses for bus ness use of your home. Attach Form 8829 .

Net profit or (loss). Subtract line 30 from fine 29.

• If a profit. enler on both Form 1040, line 12. and Schedule SE. line 2. or on Form 1040NR. line 18 (II yo checked the }

box on line I, see pallt G-7}. Estates and trusts. enter on Form 1041. line 3.

• "a loss, you mus go to line 32. .

If you have a loss. check the box that describes your investment In thIs activity (see page G-7). }

• "you checked 32a, cnter 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 G-7). Estates and trusts, entl!(

on Form 1041, lina 3.

• If you checked 32b, you must attach Form 6198. Your loss may be limited.

29 30

31

32

28 O.

29 2 676.

ao

31 2 676.

32a D:::~t 32b D~::~"'t

LHA For Paperwork Reduction Act Notice, see page G-9 of the Insbuctlona.

Schedule C (form 1040) 2009

Capital Gains and Losses

~ Attach to Form 1040 or Form l040NR. ~ See Instructions for Schedule 0 (Form 1040). ~ Use Schedule 0-1 to list additional transactions for lines 1 and 8.

SCHEDULE 0 (Fonn 1040)

2009

==:"'12

Dep;wtm.nt of tho Trw.a.swy klt.mol R£MIf1UO SoM<;. (GQ

PQme(s)..nown Q1 rebJm

I. Your aoclaI oocu;iIy......m ...

~lILLIAM H. s ANDREA L. WHITE

I.PartIL./ Short-Tenn Capital Gains and Losses - Assets Held One Year or Less

(a) O ....... ·i"" orpro~ny (b) 0... (~cl[o-- Id

(E!<""";;;"oo XvZQ,1 IM~~)'I'.) iMo.::tyr.) (d) SoJca 1>'100

(e) Onl 0<
otncrb;;",
121 332.
68 500.
43 500.
30 444.
53 080. (I) CloIn or (loss)
&Al~'" (0) 1Jom (d)
3 615.
<35 124.>
2 000.
7 056.
<23 128.>
<4 408'.> 1 ENTERPRISE PRODUCTS
* PARTNERS rvARIOUS VARIOUS
JOHNSON CONTROLS INC 04/28/08 01/15/09
NUVEEN MUNICIPAL VALUE
FUND 10/07/0S 01/15/09
NEWMONT MINING
CORPORATION 10/13/0S 01/16/09
JOHNSON CONTROLS INC VARIOUS 01/21/09 124 947.

33 376.

45 500.

37 500.

29 952.

Enter your short-term totals, if any, from Schedule [)'1, line 2 .

Total short-term sales price amounts.

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

2 ·3

3 1 092

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

from Forms 4684, 6781, and 8824 t-=4y _

5 Net shert-term gain 01' (loss) from partnerships. S corporatlcns, estates, and tl1Jsts

fromSchedule{s)K·1 f-'S'-+ _

6 Short·term capital loss carryover. Enter the amount, If any, from fine 10 of your Capital loss

C a nryover Worksheet in the Instructions r6~(L.- ~

7 Net short-term caDital apin or flossl. Combine fnes 1 tbrouoh 6 in column (fl .

7 <49 989.>

HP.art~II,1 Long-Tenn Capital Gains and Losses - Assets Held More Than One Year

(e) Oocl or (f) Gd1 or ~oo.)

_ bellO SUblracl t.) I\'Cm (<I)

(a) Oosr:ripUon ofPfOl*1Y (b) Oat. (0) Oa,. .ol~

(Example: OOllh.XYZCo..) (M!:~~yr.) \MO., diy, yr.) (d) SoJ .. J>rigo

8
FRONTERA 10000 SHS !VARIOUS 01/08/09
CONOCOPHILLIPS 04/01/05 01/09j09
CHINA TELECOM CORPORATION 06/19/06 01/15/09
CONOCOPHILLIPS Kl'ARIOUS 01/21/09
GENENTECH INC. Kl'ARIOUS 03/11/09 3 395. O. 3 395.
209 290. 217 3S0. <8 090.>
32 905. 31 063. 1 842.
184 002. 265 465. <81 463.>
91 099. 73 85S. 17 241-
89 298. L~~!~ 'i;~/~~~j:~i. j~-::::!~ 5 49S. 9 Enter your long·term totals, If any, from Schedule [).1, line 9 r9'-t---"''''''-''-=.:..:a:.-:.r.~=~~-f-=~==:i~~~

10 Total long-term sales price amounts. 6 0 9 9 8 9 • ~r(#.j~~~m~~~?1~~:~16 ·~i~,@~~jf:;\~lr:~[i~

Add fines 8 arid 9 in ~umn (d) ~10~_""-"'~~~..!J,.....::;_..:..:.,;;,.:.:.:;".~-=:..+=.::"""-......:..:...::..:.-"!;_

11 Gain from Form 4797, Part I; long·term gain from Forms 2439 and 6252; and

Iong·term gain O((loss) from Forms4S84. 6781, and 8824 1--'-11"-+ _

12 Net Iong·term gain or (loss) from partnerships, S corporations, astates, and trusts

from Schedule(s) K·1 f--"12~ __ -=--::-::-:::-_

13 Capital gain distributions S.~~ S.'r.b.'r~.~NT. l.Q..................................... 1-"'13'-t-_--"'6..L...:::;0..:::;5..!.7~.

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

Carryover Worksheet Irl the instructions f-.J.:1'4'-+''-- ~)

15 Net long-term c<lpital gain or ~oss). Combine fines 8 through 14 in column (~. Then go to

Part lit 00 caoe 2 16

<55 520.>

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

Schedule 0 (Form 1040) 2009

9205" 'Q·2300V

* ENTIRE DISP OF PASSIVE ACTIVITY

_ PaR! 2

16

Combine nnes 7 and 15 and enter the result

If line 16is:

• A gain, enter the amount from line 16 on Form 1040, line 13, or Form 1040NR, line 14. Then go to ne 17 below.

• A loss, skip lines 17 through 20 below. Then go to line 21. Also be sure to compklte tine 22.

• Zero, skip nnes 17 through 21 below and enter·(). on Form 1040, line 13, or Form lQ40NR, line 14. Then go to line 22.

17 Are lines 15 and 16 both g ns?

o Yes. Go to ane 18.

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

18 Enter the amount, if any, from line 7 of the 28% Rate Gain Wor1<sheet on page [)'8 of the

instructions '" ~

19 Enter the amount, if any, from line 18 of the Unrecaptured Section 1250 Gain Wor1<sheet on

page [).9 of the instructions ~

20 Ive I nes 18 and 19 both zero or blank?

[XJ Yes. Complete Form 1040 through line 43, or Form 1040NR through line 40. Then complete the Qualified Dividends and Capital Gain Tax Wor1<sheet on page 39 of the Instructions fO( Form 1040 (or In the Instructions for Form l040NR). Do not complete tines 2 and 22 below.

o No. Complete Form 1040 through ~ne 43, or Form l040NR through line 40. Then complete the Schedule 0 Tax Worksheet on page [)'10 of the Instructions. Do not complete lines 21 and 22 below.

21 If ~ne 161s a loss, enter here and on Form 1040, line 13, or Form l040NR, line 14, the smaller of:

• The loss on line 16 or

• ($3,000), or if married fi n9 separately, ($1,500)

} S.&~ S.'l'Nr.ru~ .. .ri ..

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

22 Do you have qualified dividends on Form 1 040, ~ne 9b, or Form 1040NR, tine lOb?

[XJ 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 1040 R).

o No. Complete the rest of Form 1040 or Form 1040 R.

920512 10·Z:HlO

SChedule D (Form 1040) 2009

Continuation Sheet for Schedule 0 (Form 1040)

~ See Instructions for Schodule 0 (Form 1(40)..

~ Attach to Schedule 0 to list addlticmal transactions for linGs 1 and 8,

SCHEDULE 0-1 (Form 1040)

2009

o.pa!1menl or ,he ll_y lnI"nat R ..... uo Sorvlcl ('110)

Your soolll se~urity number

Name(s) shawn on retum

WILLIAM H. & ANDREA L. WHITE

I,Part:I'1 Short-Term Capital Gains and Losses - Assets Held One Year or Less

(al Oeacripllcn or p_ty (b) 0... ~Date _, (d) Sal .. price (el COal or (1) G:Un or 0->
""",*,0<1
~Ie< 100 =II. >rrZ CO.) I1>'c"do!',l".) c.,do!',l'I'J clll ... ba* SoJbtr.cl (e)fnrn (d)
NUVEEN MUNICIPAL VALUE FUNt 10/07/08 01/21/09 45 90l. 43 500. 2 401-
NATIONAL OILWELL VARCO INC. IVARIOUS 01/30/09 139 535. 191 405. (51 870. )
JOHNSON CONTROLS INC 110/14/08 03/18/09 9 670. 25 320. ( 15 650. )
NUVEEN MUNICIPAL VALUE FUN!: 0/08/08 03/26/09 44 044. 41 549. 2 495.
NUVEEN SELECT MAT MON PD VARIOUS 06/17/09 29 313. 26 910. 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 98 747. 110 100. (11 353.)
COCA-COLA COMPANY VARIOUS 09/08/09 74 473. 69 29l. 5 182.
GENERAL DYNAMICS
CORPORATION 10/15/08 09/08/09 61 034. 60 790. 244.
NUVEEN SELECT MAT MUN FD IVARIOUS 09/08/09 29 817. 27 800. 2 017.
CISCO SYSTEMS 03/18/08 09/09/09 110 822. 80 650. 30 172.
COCA-COLA COMPANY 03/11/09 11125/09 90 989 .r 74 632. 16 357.
CALL/OWNAR @ 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 111/25/08 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/GO @ 65 EXP 08/22/2009 01/05/09 08/22/09 4 150. O. 4 150.
CALL/EPO @ 25 EXP
09/19/2009 03/25/09 07/28/09 1 640. 1 640. O.
CALL/EPD @ 25 EXP
12/19/2009 04/23/09 07/27/09 2 375. 2 375. O.
CALL/EPD @ 25 EXP
12/19/2009 04123/09 10/27/09 475. 475. O.
CALL/CSCO @ 17.5 .EXP
01/16/2010 03/18/09 09109/09 9 200. 26 250. ( 17 050. )

2 Totals, Add tho amounts in column (d), Also, combine the j{~~l,]~i10fr~~:~i;l~;;
amounts in column (I). Enter here and on Schedule 0, line 2 A .••• ~2 821 234. <4 408. I '

I :

LHA For PaperwOl1c: Reduction Act Notice, see Form 1O<Wor Fonn 1040NR Instructions,

Schedule 0·1 (Form 1O<W) 2009

>

Sohedule ()'1 (Form 1040) 2009

Attachmenl Sequence No. 12A

Page 2

WILLIAM H. &

REA L. WRITE

Your social securilJ' number

Name(s sIlown on return. Do not enter name an social security number If shown on page 1.

f[P.ar:LI.i,I Long-Term Capital Gains and Losses - Assets Held More Than One Year

(a) OellCripllon or property (Example; '00 oil. XYZ co.)

(b)D ... ",~Irod (Mo., dlY. yr.)

(d) Sal .. """"

(e) Co.;", otnlH" beela

(f) Olin orOOOll &JblrBo1 (0) ~om (d)

(e) Dol. oolC! (Mo .• day. yrJ

BERKSHIRE HATHAWAY INC. CLASS A

08/08/05 04/08L09

89 298.

83 800.

5 498.

9 Totals. Add the amounts In column (d). Also, combine the amounts in column (fI, Enter here and on Schedule D line 9.

5 498.

89

Schedule 0-1 (Form 1040) 2009

SCHEDULE E (Form 1040)

Supplemental Income and Loss

(From rental real estate, royalties, partnorships, 5 cor-porations, estates, trusts, REMICs, etc.)

~ Mach to Form 1040, 1040NR, or Form 1041. ~ See Instruellons for Schedule E (Form 1040).

2009

Oepa1:rnent or the ne3:SUrY

"'ornll A"""""o S.,vfoe ('9Q)

=~.13

OMB No. 1545-0074

"ame(s) shown on return

Your S1Jcial security number

WILLIAM H. & ANDREA L. WHITE

~ Income or Loss From Rental Real Estate and Royalties Note. If you are In the business oj renting personal property, use Schedule C or C·ez (see page E·S). If you are an individual, report farm rental Income or loss from Form 4835 on page 2, ~ne 40.

List tile type and address of each rental real estate property: 2 For each rental real estate propei1'j lisled Yos No

A RENTAL PROPERTY 00 nne l,didyouoryourlamjlyuse~

134 N. 100 WEST MOAB UTAH during the tax year far personal purposes A X

B RENTAL PROPERTY or more than Ihe greater of: • 14 days or

156 N. 100 WEST MOAB UTAH • 10% Of the total days rented at flW B X

C ental value?

(See page E'3) C

Income:

10 325.

3 Rents received ...................•......................

4 Royalties received.... .. . ...

Properties

Totals

(Add columns A. B, and C.)

B

c

A

4

723.

13 ';';:Z:':

h-'-~-----:-:--+----- ...... -i---__;----I;fj~lTI 1-"'14-+-_---'1!:.L...!2"-"8'-!:6~.+- __ -'5~7!..:9"_'.'+_----__i~~;.;,:.

f-!'::=--t-----:-::-:-+-----::-:--::-t--------i·;lj(~

1--"'17+ ....:4:..::0:...::4:..:.+- __ __:::8:...::3'-"6'-'·+- ___i~:1:~

~------~~-+------------+- ---- ~~~~

18 ~-- -4~5~5~·t----- ..... -4~8~3-.+- -- __,ij{~

f-- ----+------+---------I:1t~£:

.~&~~

-------------------------+--,_----~~~+---~~~~~--------___i

19 Add fines 5ttlrough 18 pI9'_t_---72-'-::1":4":5:....:.+---'=1~8..::9-'!8~.'i_-----_+_.:..:19'_t_----=4~0_=4~3~.

20 Depreciation expense or depletion (see page E'5) ~204- ..... ~2W...;5==-1~9.!..+-- ..... ::.3~0:..;:4~O~. '- __ +=2~0'+ -"5CL..:5<..:5~9~.

21 Total expenses. Add lines 19 and 20 i--!'-21~---=4.L.:=6C!:6:...::4'-!.~--.;:;4..t.=:9-"3~8:....:.1_-----_I~~:;i:':

22 Income or (loss) f om rental real estate i~ji~t:s;

or royalty properties. Subtracl line 21 . ,:,:ji .:i

from Ene 3 (rents) or line 4 (royalties).

;.:~:~~ If ttle result is a (loss), see j}aga E·5 to

find out jf you must liIe Form 6198.................. 22 361 • 362 • .;j~~1:

~~-- ..... --"-'<-=.-'t------==~~t--- ..... ----i ,.",. ,

.1 :;~;::; ':

23 Deductible renlal real estate loss. Caution. ,.;. -;£

Your rental real estate loss on line 22 may '"(

be limfied. See paoe E·5 to find ou1 if you :i~:;r.~~

must file Folrmt Blin5824.3Real estate professionals ."'.:,.'.~.'~.~ __ :.;.;

must camp a e e on palJe 2 ...."2,,,3 ~-----__.---- - ------4 ..

24 Income. Add positive amounts shown on a~ 22. Do nol include any losses r24-'--1:--_...:_ _ __,:7~2::..:3~.

25 Losses. Add royalty losses from linc.22 and rental real estate losses Irom line 23. Enter t.olallosses here t-=-26"-+(:.... ---=.)

26 Total rental real esbte and royalty income or (loss). Combine lines 24 and 25. Entar the resu hera.

"Parts II, Ill, IV, and line 40 on page 2 do 110 apply to you, also enter this amount on Form 1040. line 17, or Form _1040t~R, nne 18. Otherwise, include this amount In the total on line 41 on page 2

Expenses:

5 AdVertising .

6 Aulo and trawt (see paJ}B E-4) ..

7 Clean g and maintenance .

8 COmmissions .

9 lnsuranca .

10 legal and other professional lees .

11 Management fees ..

12 Mortgace interest paid 10 banks, etc.

(see page E-S) ..

13 Other Interest........ .. ..

14 Repairs .

16 Suppr s ..

16 TaKes ..

17 UtUHies .

18 Other (IISI) ~ ,-:- _

SEE STATEMENT 12

SEE STATEMENT 13

5 300.

5 025.

3

~~t~~~~~

I-':'-I-------+-------i--------I~!i*l~

~7_,---------- ..... -r .......... ---- .......... +- ..... -- ..... ------i~~~~

r-"8-+-------t-------;.-------j:f!~i~~: r9'-......j-------+------t--------i~1·.~Ht} 1--'-:0=-1 +---------'f--------+-------i~i~~

i~;f~il

12

12

26

QZ14QI Wl-23·0Q LHA For Paperwort; Reduotion Act Notice, see Instructions.

Scbedule E (Form 1040) 2009

A!~ment 5eQu«lc1 No. 13 I'lojje 2

Name(a) .nown on r':Lm. Do no, en111' ~e and IOd.lltcUlty nurrt.' if snD'Wn on pope 1,

Your sooill aecuity number

1:P.ar:tll; H Income or Loss From Partnerships and S Corporations Note. If yOtJ report a loss from an at-risk activity rOf which any amount is not at risk, you must cMck column (e) on line 28 and attach Form 6198. S99 pag9 E·1.

27 Are you reporting any foss not allowed In a prior year due to the at·rlsk or basis limitations, a poor year unallowed loss from a

passive actMty (H mat loss was not reported on Form 8582), or unreimbursed par1nersttip upenses? 0 Yes [XJ No

It yOU answered "Yes' see naoe E-7 before comolBtina this section.

BTEC INVESTMENTS LLC

P

(e) Check Ir

-1l)I amount Js nCC 81 ".k

(b) EoI" P lor (~GII_ (d) Employer

,~~:;'~n ~:~p identification number

28

(a) Name

c

(h) Nonpassive loss (il Section 179 expense (j) Nonpassive Income

from Schedule K-l ~eductlon from Form 4662 from Sohedule K-l

A

ENTERPRISE PRODUCTS PARTNERS

P

76-0568219

*

g

o

Passive Income and Loss

Nonpassive Income and Loss

32 149 984.

(n Passive loss allowed (g) Passive income

(att3Ch Form 858211 requi"ed) trom Schedule K·l

o

163 000.

A

PTP~8~ -=1~3~0~1~6,. ,_----------r_--------~--------------

c

29bZ TTOotala~ II:}'<'''~''':' ··:1··c3:·\':,:0~i~1: '6':":.\.;' .. " ,,'. ' '.~'" 1,.-: •• 6 .: ,,;~ ...•.•. _-.0 ..• :., .. ~.-, .. :?.:':.: ....••••.• ~:';il .. :.",",:',,,::,,; .• /:/':,; F:1f.F\if.~~2:ii:":":2;:';'.

Rt • - .. ;~: .. - E. _.,.- - i!;~f:i.!::,:.. ~:::~::.:::. L. ;A;:: :~;r.i:~i·:ri

30 Add columns (g) and (D Clf Rne 29a .

31 Add columns (n, (h), and (I) 01 line 29b .

32 Total partnership and S corporalio income or (loss). Combl e ~nes 30 and 31. Enter the

result here and include In the total on line 41 below .

30 163 000.

91 13 016.)

l'Par'M II 'I Income or Loss From Estates and Trusts

(b) ElIljlloyer Identification number

38

(I) Name

A

B

(e) Deduction or loss (f) Other Income trom

from Sched~le K-1 Schedule K-l

Passive Income and Loss

Nonpasslve Income and Loss

A

(e) Passive deduction or klss allowed (attach Form 8582 If requlned)

(d) Passive Income from Schedule K-1

8

34a Totals .. , I:Jh:::.::·~:;:...~:~~~~~:~~l~·~~~1+J.~-'";~i ~11~!~j~i~~f~~?rIi::1~~·§ngA~:~~~~~·

b Totals : l ~~~m:;~f~·;~:~~t~~r:!·:~~..;.~~~T,~ :';hk·~n· ~r: f-j!~~::\::/?;.~:~~:~.:r:~;

35 Add columns (d) and (Q 01 Ene 34a 1--"'35,,-;- -:-

36 Add columns (c) and (e) of line 34b :..... t--='36~,.:._ -"-

37 Total estate and trust income or (loss). Combine lines 35 and 3S. Enter tile result here and include In tile total 00 fine 41 belCIW 37

1;P.ar±W 1 Income or Loss From Real Estate Mortgage Investment Condui1s (REMICs) - Residual Holder

(b) ElIljlloyer (c) Excess Inclusion from Id) Taxable income (net (e) Income Irom

38 (a) ame idenlilitatio number Bchedules Q, line 2c oss) from Sc.h~dules Q, Schedules Q line 3b

line II!. '

39 Combine cojumns (d) and (9) nnlv. Enter the result hl!lB and Include in Ihe total on line 41 belCIW ••....

39

~P.art;\1·:1 Summary * ENTIRE DISPOSiTION OF PASSIVE ACTIVITY

40 41 42

Ne fanm rental income or (loss) Irom Form 4895. Also, complete line 42 beloVi t-'4 .. 0+_--:--=-:~-:::-:::-=- __

Total income or (loss). co_ ...... 2&. 32,31, M. and 40. Enter I"" .oouit h ... "don Fam 10<10, 11. or F"", '040NR.II"" 15 ~ 41 150 707.

~~::~I~~I;~r~ ~~~,nl~n:~~ :~~~~n~~~;Fo~te;~o~: ::&8 4~~::e~B~~~::~~: ~~me ~~~t;~~~~~i~1~~:lli~~~1l:~:;j;{;{ -. ~:·qf~:·1:i~jJ.:::· •.. iit:.:~~.:':~1~f~.

(Fonm 11205), box 17, code U; and Schedule K-1 (Fonm 1041), 5ne 4, code F (see page E-.'l) 42;'1' . ;·.-\~;~~:~;f~,(:::i;:~;:~>~·:;:;··>

=:i:::=:~:.:~~:::~:~:~:E::=~~:~~:::;:.~:.t. ·~~~1~j!~1~i.~f6~~~~[~1l!W::-:~~::~ ;~:I:~!~1:i:~~lj:~t···~;;·i~~:,~t:~~J~~

48

02:1&01 0·23-011

Sc adule E (Form 1040) 2009

SCHEDULESE (Form 1040)

OMBNa. \500~74

Self-Employment Tax

200'9

o.p"""""'l 01 !he T-....y

"'l"",,1 R.v....., ~ IQII)

~ Attach to Form 1040. ~ See Instructions for Schedule SE (Form 1040).

Name of person with self-employment Income (as shown on Form 1040)

Social security number of person with self-employment income .... ~

ANDREA L. WHITE

Who Must File Schedule SE You must file Schedule SE if:

• You had net earnings from self-employment from other than church employee income ~ine 4 of Short Schedule SE or line 4c of Long Schedule SE) 01 $400 Of 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 t Ilgious erdor is not church omployeelncome (see page SE·1).

Note. Even if yo had a loss or a small amount of income from self·employment, it may be to your benefit to me Schedule SE and use either "optional method' In Part II of Long Schedule SE (see page S&4).

Exception. If your only self·employment income was from eamlngs as a minister, member of a reUgious order, or Christian Science practitioner and you filed Form 4361 and received IRS approval not to be taxed on those eamlngs, do not file Schedule SE. Instead, write 'Exempt·Form 4361" on Form 1040, line 56.

May I Use Short Schedule SE or Must I Use Long Schedule SE?

Note. Use this flowchart only 11 you must file Schedule SE. If unsure, see Who Must File Schedule SE, above.

Did you receive wages or tips in 2009?

No

Yes

Ase you a minister, member of a religious order, or Christian Science practitioner who receivad IRS approval not to be taxed on earnings from these sources, but you owe self~mployment tax on other earnings?

Was the total of your wages and tips subject to social security or railroad retirement (tier 1) tax plul your net earnings from self·employment more than $106,8001

No

No

Are you using one of tile optional methods to figure your net earnings (see page SE"",)?

Did you receive lips subject to social security or Medicare tax that you did not report to your employer?

No

No

Section A-Short Schedule SE. Caution. Read above to see If you can use Short Schedule SE.

1a Net farm profit or ~oss) from Schedule F, line 36, and farm partnerships, Schedule K·'

(Form 1065), box 14, code A 1--1"'6'+ _

b If you received social securlty retirement Of disability benefits, enter the amount of Consorvation Reserve

Program payments included on Schedule F. line Sb. or fisted on Schedule K·1 (Rlrm 1065), box 20, code Y ...... 1-1.:..:b"+ _

2 Ne profit or (loss) from Schedule C, Une 31; Schedule ~ lilIe 3; Schedule K·1 (Form 1065), box 14, code A

(other than farming); and Schedule K·l (Form 1065·S), eex 9, code Jl. inisters 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 0 report s:rm l~ 1--'2,._1-- ~2'-'-'6~7~6_._.

3 Combine lines 1 a, 1 b, and 2 !--'3'-j ..:2,_,_6 7..=6_._.

4 Net earnings from self~mployment Multiply line 3 by 92.35% (.9235). If less than S400.do not

file this schedule; you do not owe self-employment tax ~ j-:4:I.....+- --'2~..;:4~7~1c..!...

5 Self-employment tax. If the amount on line 4 is:

• $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 fine 4 by 2.9% (.029). Then, add $13,243.20 to the result.

Enter the total here and on Form 1040, line 56 5 378 •

6 g~t~~~:~e:~tohne~;h:~~0~:~~~mfc:~i~:t;x .. ~ultiPlyllne5by50% (.50). 16 I 189. ~;n~~;f~:-~·W~~f;:~~:;.:m~~~r;~!~:

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

Schedule SE (Form 1040) 2009

Pogo 2

Name of person with self-emplcyrnent income (as shown on Form 1040)

Soolal securlty number of person with self-employment income ~

WILLIAM H. WHITE

Section B - Long Schedule SE

;P...art~ Self-Employment Tax

Note. If your only Income subject to self·employment tax is church employee income, Skip fines 1 through 40. ElIte ·0· on Gne 4c and go to line 5a Income from services you performed as a minister 0( a member of a religious order Is not church employee income. See page SE·1.

A If yoo are a minister, member of a religious order, or Christian Science practitioner and you filed Form 4361, but you had $400 or

more of other net eamings fro self-employment, check here and continue with Part I .. ~ D

1 a Net farm profl1 or (toss) from Schedule F. line 36. and farm partnerships. Schedule K·1 (Form 1(65).

box 14, code A. Note. Skip I nes ra and 1 b it you use the farm optional method (see Page SE-4) f-'l"'u+ _

b It you received social security retirement or disability benefits, enter the amount of Conservation Reserve

Program payments Included on Schedule F. line 6:). or listed on Schedule K·1 (Form 1(65). box 20. code Y 1-'1::.b+ _

2 Net profit or (loss) from Schedule C,line 31; Schedule eEl, line 3; Schedule K·1 (Form 065). box 14. code A (othor than farming); and Schedule K·1 (Form 1065·8), box 9, code Jl. Ministers and members of religious orders, see pg SE-1 for types of income to report on this line. See pg SE·3 for other income to report,

Note. Skip this line If you use the nonfarm optional method (see page SE-4) S.~~ .. ,S.'rAT.B.M'B.N'l' lS. I-.Ii... 2+- __ ..o!2!..o7w8~.!..7.=!.9-=1~.

3 Combine lines ta, 1 b, and 2 1---'3~ __ ~2!..o7~8:w..7.!...=!.9-=1;..!..

4 a If line 3 Is more than zero, multiply line 3 by 92.35% (.9235). Otherwise. enter amount from fine 3 ~4a~f- __ _.2'-'5:<..7.!....L..::4'-'6:<..3~.

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

e Combine I 88 4a and 4b. If less than S4OO, stop; you do not owe self-employment tax. Exception.

4e

257 463.

If less than $400 and you had church employee income, enter o and contlnue"I". "'r" ~

5 a Enter your church employee Income from Form W-2. See page SE·1 ;~:a~;:;

;~(:~~:R

for definition of church employee income '-"5&:::...1.- -; ~ .. ,;:"

b Multiply fine Sa by 92.35% (.9235). If less than $1 00. enter -0- .

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

Maximum amount of combinad wages and self· employment earnings subject to social security tax or

the 62% portion of tha 7.65% railroad retirement (tlar 1) tax for 2009 ..

." , ••• '1

8 a Total social security wages and tips (total of boxes 3 and 7 on Form{s) i;;~~~

W·2) and raliroad retirement (tier 1) compansation. If $106,800 or more, skip ::.,~".;"

b ~::~::;;:; :0~j:t~0~:II::;:~~';'~'(i~~'F~~'413:;:'i~'1'oi"'::::::::::: 1 0 6 8 0 0 . ~t.Thi

c Wages subject to social security tax (from Form 8919, line 10) ,_,SC"""'.L. ---liJify

d Add lines 8a, 8b, and Sc : .

9 Subtract line 8d from line 7. If zero or less, enter·(J. here and on line 10 and go to line 11 ~

10 Muitlplythe smaller of line 6 arline 9 by 12.4% (:124) ..

11 Multiply line 6 by 2.9% (.029) .

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

13 ~:U;~:~~e~;~~:~~t~:~-:n7~~~~t:-O~~n~P~line12by ....... 1131 3 733. ;R~3~llij~~~W.~·~X~~~~~1~

5b

6

257 463.

6

7

7

106,800.00

8d

9

10

11

7 466.

12

7 466.

"Ra~.I!I· Optional Methods To Figure Net Eamings (see page SE-4)

4.360.00

Farm Optional Method. You may use this method only if (a) your gross farm Income' was not more than $6,540. or (b) your net farm profits 2 were less than $4,721.

14 Maximum income for optional methods ..

15 Entarthe smaller of: two-thlrds (213) of gross farm Income 1 (no IGSS than zero) 0( $4,360. so include this amount on line 4b above

14

15

Nonf..-m Optional Method. You may use this method only if (a) your net nonfarm profits 9 Vlere less than $4,721 and also less than 72.189% of your gross nonfarm Income!' and (b) you had net eamlngs from self-employment of at

least $400 in 2 of the prior 3 years.

Caution. You may use this method no more than five times.

16 Subtract line 15 from line 14 f-'-16"'-l _

17 Enter the smaller of: two-thirds (213) of gross nonfarm Income 4 (not less than zero) or the amount on

fine 16. Also include this amount on line 4b above '-'1.:..7_,_ _

1 From Sch. F,lins 1 • and Sch. K-l (Form 1065), box 14, code B. 3 From Sc . C , 11rl6 31; Sell. <rEZ,line 3; Si:I1. K- (Form 1065). box 14. co<ls A; and

2 F om Sch. F,line 36, and Sch. K-l (Form 1065), box 14, code Sch. K-l (Form 1065-8), box 9. code Jl.

A - minus the amount YOU would have entered online lb had you 4 From Sch. C .11rl6 7; Sch. C-EZ,I,ne ; sen, K·1 (Form 1065), box 14, code C; and

not used the optional method. . Sch. K -1 (Form 1065-8), box 9, code J2.

Schedule SE (Form 1040) 2009.

Fum 1116

Foreign Tax Credit

(Individual, Estate, or Trust)

~ Attach to Form 1040, 1040NR, 1041, or 99().. T.

OMS No. 11145-0'2'

2009

Name

Identifying number .. "'"'

on pig< 1 01 you' lax mum

WILLIAM H. & ANDREA L. ~~ITE

Use a separate 1'00111116 tOf each category of income listed below. See Cateoories 01 Income beginning on page 3 of the instructions. Check only one box on each Form 1116. Report al amounts In U.S. dollars e.xcep vhere specifled In Part II below.

I [XJ Passive category income c D Section 901(0 income e 0 Lump-sum distributions

b D General category irli:ome d D Cer1a!n Income re-seurced by trealy

1 Residemof(namaotcountry) ~ UNITED STATES

Note: If you paid t~es to only one foreign country or U.S. possession, use column A in Part I and line A in Part 11. If you paid taxes to more than one foreign country or U.S. possession, use 8 separate column and line for each country or possession.

Forei~ n Country or U.S. Possession

p:~ar:t~t.;q Taxable Income or Loss From Sources Outside the United States (for Category Checked Above)

ABC

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

pess ssion ~ VARIOUS %f

ta ::f::.~=:::"'ooOry ,.""~ i~i~7~[%~;1~~~fli[lt1 ~~lk~'l~~ ~

4 838.. 18

d Gloss foreign source iooome ..

e Gross lneorne from all sources ..

Dillide na 3d by line 3e ..

g Mult4>ly line 3c by fine 3f .

Pro rata share of Interest expanse:

orne mortgage int~rest (use WOOO; eet on paga 14

o the instructions) ..

b Other interest eJCpenS6 .

5 losses from loreig sources .

Add lines 2.. 30. 4a, 4b. and 5

4

a

277.

6

Total

{Add eols. A B and C.l

4 838.

6

277 .

7 Subtract line 6 from line ta. Enter the result here and on line 14 oaoe 2

, ~ 7

4 561.

Credit is claimed Foreign taxes paid or accrued

for taxes t---------:--------~.;;.;..;-';';;..;.;;;;.;.;..;;...:;.;;:..::.....::.c....::.:..:.;_::..:;_;;--..,....,..,.-:--:--::------------

(you must In foreign currency In U.S. doUars

~ cbecl: one) C (h) [XJP.;d

8 III D_'''d

OJ ~";;~~ (k) [)lyjdend. III ~~~~d (m) Intorwt

I,Rar:t-Il:1 Foreign Taxes Paid or Accrued

Taxes withheld at source on:

Taxes withheld at source on:

(r) Other oreign taxes paid Of iIOCI"ued

(0) Other fore cn taxes paid or accrued

B

(q) ~tor ... t

(s)TotaJ 100elcn taxes paid or aeerued (add cots, (0) lhrough (f»

1 392.

1 392.

A12/31/09

C

8 Add tines A throuah C column (s). Enter the total here and on line 9. page 2

................. ~ 8

Form 1116 (2OOV)

LHA For Paperwork Reduction Act Notioe, see seplll'ste Instruotions.

1 392 .

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

Page 2

p~a'rHII;1 Figuring the Credit

9 Enter the amount from Iina 8. These are your total foreign taxes paid or accrued

for the category 01 inoome checked abOVl! Part I 9

1 392. >:;

;:~:.1

10 Garryba or carryover (attach de1ailed computation) 1-1"'°+---------1. r-:

...

1 392. :::;::

11 Addanes9and 10 11

.',

12 Reduction in forsign taxes 1""2 --1(: 'i

13 Subtract line 12 from line 11. This Is the tolal amount of !oleig taxes available for credit ...,1=3T- -=1'-'-'3'-'9<...2~.

14 Enter the amount from line 7. This is your taxable Income or (loss) from sources oulside tile .:~;?

Un'ted Slates (b~lore adjrsiments) 10 !h'e category ofincome checked above Part I 14 4 561. 'It

~~~

15 Adjustments to lille 14 w1~5.L- --I:;:~~

16 CQmblae the amounts on lines 14 and 15. This Is your net foreign source taxable in corm. ':;,i

(If the rlfsuH is zero or less. you have no foreign tax credit for the category of income I I

~~ ~~~~ke~~.o~u~~~~~~~I~e~~~)Ug~.~.l:.~~~~:.~.~.~.~.r.~.~li~~.~~.~~~........... 16

17 Individnls: Enter the amount from Fonn 1040,I1ne 41 (minus any amount on Form 8914, line 6~ J you are a nonresident alien, enter tile amo nt from Form 1 40NR, line 38 (minus any amount on Form 8914,IIn8 6). Estates and trusts: Enter yo r taxable

Income without the deduction fo your exemption S.~~ S.~~~~~ 1.§. 17

561 311. '.:~~~

Caution: If you figured your tax using the lower rates on queJified dividends orcapllal gains, see instructions.

18 Divide line 16 by line 17. II line 161s more than line 17. en er' • 1-1",,8,_ .:... ""0 0..,8<..:1"'2=6

19 Individuals: Enter the amount from Form 1040,1Ine 44.lfyau ate a nanresl ent alien, enter the amount

from Form 1040NR. fine 4 •

Estales and trusts: Enter the amou t from Form 1041, Schedule G, line ta, or !he to 01 Form 99O-T.

liiles 36 and 37 r1!."-9+-_--=1:..:6""'2"'-'-'5:::..6"-'='.3-'..

Caution: If you 8re completing line 19 for separate categorye (lump-sum dlstrlbtltfons). see pg. 19 of the instructions.

20 Multiply line 19 by line 18 (maximum amount 01 credit) ~2O~ -=1!:..l..3::!.!;!2::1:..!-.

21 Enter the smaller of line 13 or Ime 20.11 this is tile only Form 1116 you are filing, skip Ones 22 through 26 and enter this

amount on line 27. Otherwise. complete the appropriate nne In Part IV .~ 21

1 321.

I'PartIY;1 Summary of Credits From Separate Parts '"

1 321.

22 Credit for taxes on passive cateoory Income 22 !~~.~

p+--------i;;:::.

23 Credit for taxes on general category Income , ,......... 23 ~Jt~

24 Credit for la1<6S on certain Income ra-sourcsd by treaty ...................................................= n~.;

25 Credit lor taxes on lump-sum dislributiollS ,. 1

26 Add lines 22 through 25 1-'26=t------ __ -

27 Enter the smaller o line 190rllne26 1"''Z7...,. .=1'"'-'3~2:::..1~.

28 Reduction 01 credit lor International boycon operations 1-'28=t--------

29 Subtract line 28 from II e 27. This Is your foreion tax credit. Enter here and on Form 1040, ~ne 47;

Form 1040NR ane 44: Form 1041 Schedule G, line_2a: or Form gg(}-T line 4(1a . .. . _._. __ .. _ _._ .. _.... ~ 29

Form 1116 (Wog)

~11511 12-otHH1

Form 4797

Sales of Business Property

(Also Involuntary Conversions and Recapture Amounts Under Sections 179 and 280F(bX2))

~ Attach to your tax return. .~ &e separate instructions.

2009

~'='~o;27

WILLIAM H. & ANDREA L. WHITE

1 Enter the gross proceeds from sales or exchanges reported to you for 2009 on Form{s) 1099·8 or 1099-5

(or substitute statement) that you are Including on ~ne 2. 10. or 20 .

............ 11

Fpa~;I.1 Sales or Exchanges of Property Used in a Trade or Business and Involuntary Conversions From Other Than Casualty or Theft-Most Property Held More Than 1 Year (see instructions)

ENTERPRISE PRODUCTS

<306.>

(e) Oop_don allowed or ,Ik>wable since ocqu;altlon

(f) CoM Of othl>" t ,I, plus lnpr ..... mante and 8JCpen.tlolaatt

(g) Gain or (loss) SYbnct (J)tum .he sum of (e!).nd (e)

(b) ~ .cqu~.d (e) Ool,salcI

(mo •• day.!'".) tno .. cloy.!,".)

(d) Gr __ plica

2

* PARTNERS

<306.>

9

Gain, if any. from Form 4684. line 43 .

Section 231 gain from Instanmen sales from Form 6252. ~ne 26 0( 37 .

Section 1231 gain or (loss) from like-l<ind exchanges from Form 8824 .

Gain. If any. from Ine 32. from other than casualty or theft ..

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

Partnerships (except electin9 large partnerships) and S corporations. Report the gain or (loss) to lowing the lnstruetons for Form 1065. Schedule K. line 10. or Form 1120$. Schedule K. r e 9. Skip lines 8. 9. 11. and 12 below.

Individuals, partners, S corporation snareholders, and all others. If ~ne 7 Is zero or a loss, enter the amount from line 7 on line 11 below and skip lines 8 and 9. II 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 D filed with your return and sldp lines 8. 9. 11, and 12 below.

Nonrecaptured net section 1231 losses from prior years (see instJlJctloos) .

SUbtrect line 8 from Una 7. If zero or less. enter.o.. If line 9 is zero. enter the gain from ne 7 on line 12 below. If

line 9 Is more than zero. enter the amount from line 8 on rile 12 below and enter the gain from line 9 as a long·term capital aaln on the Schedule D filed with your return (see InstJlJctions)

3 4 5 6 7

3

4

5

6.

7

8

8 9

I:Rar.t<!11

Ordinary Gains and Losses (see instructions)

10 Ordinary gains and losses not included on lines 11 through 16 (include property held 1 year or less):

ENTERPRISE PRODUCTS

18 169.

* PARTNERS WARIOUS WARIOUS

<306.>

11 Loss.1fany, from line 7 11

12 Gain. if any. from line 7 or amount from line 8. if applicable 1--'1"'2+ _

13 Gain. If any. from line 31 f-'1""3-+ _

14 Net gain or (loss) from Form 4684. lines 35 and 42a f--!1;;l:4+ _

15 Ordinary gain from installment sales from Form 6252. rne 25 or 36 f--!1~5+ _

16 Ordinary gain or 0055) from "ke-kind exchanges from Form 8824 t- 1116_~ __ -:'-=--:-~_

17 Combine lines 10 through 16 1--"'17;"..J",.,.-,.,.,...;:;1,...:7..,<-:.8:,.;6:.;3:,.;,.

1~·~~~~~~~~t]~:

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

a If the loss on ijne 11 includes a ass from Form 4684. line 39. column (b){iI), enter that part of the loss here. Enter the part of the loss from Income-producing 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 183.'

See InstJlJctions .

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

Form 1040 line 14 .

18

18a

18b 17 863.

LHA For Paperwork Reduction Act Notice, see separate instructions.

Foon 4797 (2009)

*ENTlRE DISP OF PAS ACT

118011 10-22·09

FoI1ll4797(2009)WILLIAM H. & ANDREA L. WHITE

Page 2

l;p-ai't:J1I1 Gain From Disposition of Property Under Sections 1245, 1250, 1252, 1254, and 1255 (see instructions)

19 (a) Description of section 1245. 1250. 1252, 1254. or 1255 property: (b) Date acquired (el Date sold
(mo, day. yr.) (me, day. yr.)
A
B
C
0
These columns relate to the properties on
lines 19A through 190. ... Property A Property B PropertyC Property 0
20 Gross sales price (Note: See iine 1 before completino.) 20
21 Cost 01 other basis plus expense of sale ............ 21
22 Depreciation (or depletion) anowed or allowable •.. 22
23 Adjusted basis. Subtract line 22 from line 21 ...... 23
24 Total gain. Subtract line 23 from line 20 ........ 24
25 If section 1245 property:
e Depreciation allowed or allowable from line 22 ... 25a
bErner the small .... of line 24 or 25a ........ , .. 26b
26 If section 1250 property: If· straight line depreciation
VIas used, enter .0- on I ne 26g, except for a corporatlon
subject to section 291.
a Addltlonal depreciation alter 1975 (see Instructions) ... 26a
b Applicable percentage rroltiplied by the smaller
of line 24 or line 26a (S89 Ins1ructlons) ............... 26b
e Subtract line 26a from ne 24. If residential rental
property or tine 24 is not mere than ~ne 26a, skip 26c
lines 26d and 269 .............................................
d Additional depreciatlon after 1969 and before 1976 ...... 26d
e Enter the smaller of loe 26c Of 26d .................. 26e
f Section 291 amount (corporatio s only) .... , ....... 26f
a Add fines 2Gb 269 and 261 ... ...... . ..... 26a
27 If section 1252 ~rorrty: Skip this section If you did not
dispose of farm n or if Itlis form is being complet8d for
a partnership (otller IIlan an electing large partnership).
a Soil, water, and land clearing expenses ............... 27a
b Line 27a multiplied by applicable percentage ............... 27b
c Enter the smaller of line 24 or 27b ....... 27c
28 If section 1254 prop«ty:
a Intangible drimno and develOpment costs, expenditures
for development of mines and other natural deposits,
mining ellj)loration costs, and depletion (see tnstructions) 28a
b Enter 100 srnetler of line 24 or 28a ...... ............ 28b
29 If section 1255 property:
a Applicable percentage of payments excluded 29a
from Income under section 126 (see ilstruclions)
b Enter the smaller of line 24 or 2~ (see instructions) 29b Summary of Part III Gains. Complete property oolumns A through D through Line 2gb before going 10 line 30.

30 Total gains for properties. Add property columns A through D. line 24 ............................................................... 30

31 Add property columns A through D, ~nes 25b, 26g, 27c, 28b. and 29b. Enter here and on ne 13 ........................... 31
32 Subtract ~ne 31 from Hne 30. Enter the pOltion from casualty or theft on Fonn 4684, tine 37. Ente( the portion
from otMl'than easuaftv or theft 00 Form 4797 fine 6 32
~P.artU(J Recapture Amounts Under Sections 179 and 280F(b)'(2)'When Bu~i~;;~~ u~e 'D~~p'~ to 500/0 or Less (S9Q Instructions)

(al Section (b) Section
179 280F(b){2)
33 Sect 100 179 expense deduction or depreciation allowable in prior years ................................. 33
34 Reoomputed depreciation (see instnx:tions) 34
35 B.ec.aoture amount. Subtract nrlf~ 34 from line 33:·S~~~;;~·~t';:;ctk;~~·i~;~;h~~~·~~·~~~~rt .... ·· .. 35 Form 4797 (2009)

I. I

1

~6251 OMS No. 15~5-007~
Alternative Minimum Tax - Individuals 2009
OIJ)4lJ1n'1ont ef tn. Treas..ry ~ ~032
kltem.lil A.venue Service (VV) Attach to Form 1040 or Form 1040NR.
Name(s) snown on Form 1040 or Form 1040NR Your social securilY number
WILLIAM H. & ANDREA L. WHITE
HP-a'rt'L'1 Altemative Minimum Taxable Income
1 ~"lIn~ scn_,eA lForm 100<0), enlor "'oem""n' lTom Form 1040. "'o41(m"- ony .... unton F",m 89 ~,Inoe). and 00 '0 "'.2. 0"' .... , ...
e.nter the amount .om Fortn 1040, line a& C"*"U3 any amount Wl Form eo141 no 6). iU'ld go t h7.Pf_1han_"" ... as.n~ .. _q ... 1 575 096.
2 Moc:tlcal and d",taI, Elller1h8 smaller ofSdlodul,AtFc.m 1040~ in e e, or 2_5* ~025)ClRlIm 1040, 308. If l«O or 100" Clt\1Cf -o- ............... 2
3 Taxes from Schedule A (Form 1040), lines 5,6. and 8 ....................................................................................... 3 49 886.
4 Enter the home mortgage Interest adJustlMnt. if any, from line 6 of the wor1<sheet on page 2 of the Instructions ... 4
5 MlscellaJ\eOus deductions from Schedule A (Form 1040). line 27 ...... , ..................... "_ ..... __ ._ .. """" ... _ .. _ ... _ ........... 5 3 685.
6 If Form 1040, line 38. Is over $166,800 (over $83,400 if manied f~lng separately), enter the amount from line 11
of the Iteml~ed Deductions Worksheet on page A-11 of the Instructions for Schedule A (Form 1040) ............... 6 <4 930.
7 If nllng Schedule L (RJrm 1040A or 1040). enter as a negative amount the sum of lines 6 and 20 from that schedule "".:._ ... _ .. _ 7
8 Tax refund from Form 1 040. line 1 0 or line 21 ................................................................................................... 8
9 Investment Interest expense (difference between regUlar tax and AMI) ................ " .......................................... 9
10 Depletion (difference between regular tax and AMl) __ .. _ ...... _ ... _ ....... _" .. """."." ... ".,. __ ~._. __ ... _ ..... ,._"" .. _ ..... _._, .... __ 10
11 Net operating loss deduction from Form 1 040. line 21. Enter as a positive amount ................................. _ ........... 1t
12 Alternative tax net opei3ting loss deduction "." ..... " ... "" .... _ ... ____ . __ ._ .. _ ... _ .. __ .. __ .. _ ..... __ ........ _. __ ._ ... __ .. _."_,,, ............ 12
13 lmersst from specified private activity bonds exempt from e regular tax ___ . __ .,.S.~.~ .. ,S,'l'~'r.~,_.l,S, 13 455.
14 Qualified smal business stock (7% of galn excUded under section 1202)." .. "." .. "."".""." ......... _ .. __ ... _ ... _._ ... ",._. 14
15 Exercise of incentive stock options (excess of AMT income over regular tax iocome) __ .... _ .... _. __ ... _., ... , ... ,. ___ . __ ._ .... 15
16 Estates and trusts (amount from Schedule K-1 (Form 1041). box 12, code AI ".,._. ___ . __ .. _ .. _._ .. _._ .... _ .. " .. __ ... __ ... _. ____ . 16
17 Electing large partnerships (amount from Schedule K-1 (Form 1065-B). box 6) ................................................... 17
18 Djsposition of property (diffetence between AMT and regular tax gain Q( loss) ...................................................... 18 <2 607.
19 Depreciation on assets placed in service after 1986 (dlffe ence bet Vgen regUlar tax and AMl) ........................... 19
20 Passive activities (difference between AMI and regular tax inoome or loss) .. " .. S.i~".s.'r~'r.~lm'l'._ .. l.:z. 20 787.
21 Loss limitations (difference between AMT and regular tax Income or loss) ......................................................... 21
22 Circulation costs (difference between regular ax and AMl) .............................................................................. 22
23 Long-term contracts (difference between AMT and regular tax Income) ............................................................ 23
24 Mining costs (difference between regular tax and AMl) ..................................................................................... 24
25 RllSearch and experimen costs (difference between regular tax and AMl) ...................................................... 25
26 Income from certafn InstaDment sales before January 1.1987 ........................................................................... 26
TI Intangible driJrng costs preference .................................................................................................................. TI
28 Other adjustments, including income-based related adJustments .. ,._ ... _. __ .. __ .. __ ..... _ ... __ ._ .. _. __ . __ ._ ... _ ... _ ... _. ___ ._ .. " ...... 28
29 Alternative minimum taxable income. Combine lines 1 through 28, (If man1ed filing separately and fine
29 Is more than $216,900. see Instructions.) ......................................................................................... .... \. .... 29 622 372.
I'Par'f!Jrq Alternative Minimum Tax (AMn
30 Exemption. (If you Vlere under age 24 at the end or 2009. see instructions.) :; ~.:;: . ~.
~. ,( ..
IF your filing status is_ .. AND Ifne 29ls not over THEN enter on line 3D '.~.::- .
--. ._- ~i L~~~f
Single or head of household ._ .. __ ._ .. _ .. _" .. " .. " .. " .. $112,500 ........................ $46.700 } :.: ~. ::
Manied filing jointly or qualifying widow(erj ...... __ . 150,000 70.950 !:.~~. ~::'
........................ 30 O •
Manied filing separately .-.-- .... -- ..... - ... " .. ",."""" 75,000 ........................ 35,475 .............................. ,t::;
If line 29 is over the amount shown above for your Ing status. see inst ctions.
31 Subtract line 30 from line 29, If more than zero, go to line 32. If zero or less. enter-e- here and on Hnes ~:.A~~:
34 and 36 and skip the rest of Part " ...................................................... 40 ....................................................... 31 622 372.
32 • • you w ..... F_ 2555 ,,255HZ, see pog. 9 ¢ ... lnstruct •• ,, for the amount to enter, } I::~;/;i
• If you reported capital gain distrbutions directly on Form 1040. line 13; you reported qualified dividends
on Form 1040, line 9b; or you had a gain on both lines 15 and 16 of Schedule D (Form 1040) (as refigured 1·_····
,., 32 167 628.
for the AMT, if necessary), complete Part JJI on page 2 and enter the amount from line 55 here. ,~~f~~J
• All others; If line 31 is $175.000 or less ($87,500 or less if married fiJ'ng separatefy). multiply Ilne 31 by
26% (.26). Otherwise, multiply line 3 by 28% (,28) and subtract $3.500 ($1.750 If manied filing
separately) from the result,
33 Altematlve minimum tax foreign tax credit (see ins uctlons) 33 1 327.
..............................................................................
34 Tentative minimum tax. Subtract fine 33 from nne 32 34 166 301.
..........................................................................................
35 Tax from Forf)11040, line 44 (minus any tax from Form 4972 and any foreign tax credit from Form 1040. line 47l-
If you used Sch J to figure your tax. the amount from line 44 of Form 1040 must be refigured without sing sen 35 161 242.
36 AMT. Subtract line 35 from tjne 34, If zero or less enter ·0·. Enter here and on Form 1040 line 45 ....... 36 5 059.
GIG4S1 >

>

12-11-09 LHA For Pap rwork ReductIon Act Notice, see Instructtons.

Form 6251 (2009)

Form 6251 (2009) WILLIAM H. & ANDREA L. WRITE

I(Partlll;'1 Tax Computation Using Maximum Capital Gains Rates

Page 2

37

622 372.

38

24

167 628.

37 Enter the amount from Form 6251, line 31. If you are ruing Form 2555 or 2555-EZ, enter the amount from

line 3 of the worksheet in the Instructions .

38 Enter the amount from line 6 of the Qualified Dividends and Capital Gain Tax Worksheet in the nstructions for Form 1040, line 44, or the amount from

line 13 of the Schedule D Tax Wor1<sheel on page 0..10 of the instructions for Schedule D (Form 1040), whichever applies (as refigured for the AMT, if

necessary) (s&e the i structions). If you are fiJi 9 Form 2555 0 2555-EZ,

see Instructions for the amount to enter .

39 Enter the amount from Schedule D (Form 1040), linD 19 (as refigured for the AMT, if necessary) (see instructions). If you are ling Form 2555 or 2555-EZ,

see instructions for the amount to enter .

40 If you did not complete a Schedule D Tax Worksheet for the regular tax or the AMT, ente the amount from line 38. OthelWlse, add lines 38 and 39, and enter

the smaller of that re$ult or the amount from line 10 ot the Schedule DTax

Worksheet (as refigured for the AMT, If necessary). If you are filing Form 2555

or 2555·EZ, see instructions for the amount to ente .

41 Enterthesm811erofline370rline40 r-=4'-'1+ __ ~~2~4 1~2~5'-!...

42 Subtract line ~1 from line 37 1-"4""2-+- __ -"'5..:::9..::8~2=4-'-7-'-.

43 If Ine 42 is S175,OOO or less ($87,500 or less If married fiOng 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 ~ ~437.:t- __ ...:1"-'6::..;4=..L..;0~0~9~.

1'<"'.<',:

i~~;~~t 67 900. :dj~:::

f:~~

44 Ente.

• $67,900 if marrfed filing jointly or qualifying wldow(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 Qualified Dividends and Capital Gain

Tax- Wor1<sheet in the instn.lctlons for Form 1040, line 44. or the amount from line 14 of the Schedule D Tax- Worksheet on page 0..10 otthe Instructions for Schedule D (Form 1040), whichever applies (as figured for the regular tax). If

you did not complete either worksheet for the regular tax, enter ·0· ..

46 Sublract line 45 fro line 44. If zero or less, enter ·0· .

47 Enter the smaller of 5n9 37 or line 38

48 Enter the smaller of fine 46 or line 47

49 Subtract line 48'from Ii e 47

50 Multiply line 49 by 15% (.15) ••.. ~ t-=50.=,.+- -'3"-'-..::;6..=1""9:....:..

I~;:~;:~ 2 4 12 5 • t:fW::t

125 • -::~;~::j ::;::;i/

. : ..' -t

1-"39=<--j~ --l::(h:

, ~';.:' ~ ;

40

44

If line 39 is zero or blank, skip lines 51 and 52 and'go to line 53. Othorwise, go to line 51. ;1~1?J~

51 Subtract line 47 from Ine 41 1L-:6"'1 1 --lCT/

52 M Itlply line 51 by 25% (.25) ~ 1- 52+- _

53 Add fines 43.-50, and 52 1-"5:::<.3+- __ ..:1::..;6 7:_r.....::;6"'2""8~.

54 If line 37 is $175,000 or less ($87,500 or less if married fiting separately), multiply line 37 by 26% (.26). otherwise, multiply rne 37 by 28% (.28) and subtract $3,500 ($1,750 if married filing separately) from

54

170 764.

the result .

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

this amount 00 line 32. Instead enter it on line 4 of the worksh&et in the instruC'lions .

55

Form 6251 (2009)

OMI! Nt>. 15~H'121

ALTERNATIVE MINIMUM TAX Foreign Tax Credit (Individual, Estate, or Trust)

~ Att;)ch to Form 1040, 1040NR, 1041, or 99()-T.

Fam 1116

2009

~No.19

Name

Identifying number auholm on p_ \ ely_ to>< roo.."

WILLIAM H. & ANDREA L. WHITE

Use a separate Form 1116 fO( each category of income listed below. See Categories 01 Income beginning on page 3 ot the instructions. Oheck only one box on each Fotm 11 6. Report all amounts in U.S. dollars except where specified In Part II below.

I [XJ Passi~e category income e D secron 901(D income e D Lump-sum distributions

b 0 General category income d D Certain income re-soerced by treaty

I Resident of(name of country) ~ UNITED STATES

Note: If yoo paid taxes to only'one foraign 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 8 separate column and line for each country or possBSSion.

HPar:t1 ·1 TS.llable Income or Loss From Sources Outsicla the United States (1or Category Checked Above)

Forelc n Countrv or u.s. Possession

Total

(Add cots. A.. B and C.)

. ABC

Enter the name 01 the foreign country or U.S.

b Check if line 18 is compensation tor personal services as an employee, you' total compsnsaton from all sources is $250,000 or more, and you used an aJtemati~e basis to

'determine ~s source (see instructions) ~ D

4 838.

4 838.

Deductions and losses (Caution: See pages 13 and 14 of the instruction~:

2 Expenses definitely related to the income on line 1a

(attach statement) ..

3 Pro rata share of other dedu ons not definitely related:

II Certain Itemized decluctlons Ot standard deduction 'iL

b Othe deductions (attach statement) ,.. ~; ~

c Add lines 3a and 3b . ~~:f

d Gross foreign source income . 4 8 3 8 . "::<

e Gross Income Irom all sources f--_.l:<8~8'"'2~-=8wO!.o' 9.!.o.!..f--------f---------';;H

Divide line 3d by line 3e • 0 0 5 480 :j~.

9 Mu~ly line 3c by line 3f b=o-=......,==".,t-====-:::-c-=+==-,=:==-:-:-:-f ..

i~~h~~1n;A~~~¥}r~/ i~~~~·r~~~~-:i~~~fi~F~Jt~ ~t~~~~~:ir~;!11~;~:l~ ;.~~:

a ome mortgage interest (use worlcst1eet 0 page 14 ;;;~f

o the instructions) f--------f--------I--------I;.~;:

;-,;;

b Other interest expense 1-------+-------+--------1;;:::.

5 Losses from mlgn sources :<"',

6 Add 6nes·2, 30. 43 4b and 5 .

4

Pro rata share of interest expense:

8

7 Subtraclline 6 from line ta Enter the result here and on line 14. oaoe 2

.. ~ 7

HRart 11:1 Foreign TaxesPaid or Accrued

Credit is claimed Foreign taxes paid or accrued

for taxes 1------------------'-.=:..:=-;::....:::=.:.:.:....:::..;;.;.;;.,;;;..:;..:..;;.;.;:=.:=------------------

(YOD must In foreign currency In U.S. dollars

f; checi< one) § (h) CXJ Poid 81 {Ij_D Ac<:Nod

(j) g,!~~ (k) DlvI_eII (I) ~~~~d (m) 1M .....

(r) Other foreign taxes paid or accrued

(s) T otaiioreion taxes paid or accrued (add eels, (0) through (r»)

(n) Other foreign taxes paid or accrued

Taxes withheld at source on:

Taxes withheld a source on:

B

(q) _'~1""

A12/31/09

1 392.

1 392.

C

• 8

1 392.

8 Add lines A throuah C, column Isl. Enter the total here and on line 9. aaoe 2

I.HA For Paperwork Reduction Act Notice, see separate instructions.

Form 1116 (lOOOl

U1\50, 12.()IH)U

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

Page 2

I:Part~m,1 Figuring the Credit

9 Enter the amount from line 8. These are your total foreign taxes paid or accrued

for the catllgory ot Income checked above Part I 9

10 Carryback or carryQve (attach deta.~d computation) . 10

..

:. : j~

1 392. /;::

11 Add lines 9 and 10 1 "..... 11

12 Reduc~on in lorelgn taxes " 1""2'-'- --1 ..

13 Subtract line 12 Irom ne t 1. This is tile total amou t of foreign taxes avallab e for credit "'" .. ...,1~3+- -=1:..L..:3:...9"-=2~.

14 Enter the amount [rom line 7. Thls YOIIr taxable income or (loss) from sources outside tha

United States (before ad~stmen1S) lor the category 0 Income checked above ParI! 14

4 838. "':,

..

..

15 AIr stments to line 14 " L1~5:.1- --I::. r.

16 Comb:ne the amoums on lines 4 and 15. This Is your net foreign source Iaxlible Income. ~!:.,:

(If the result Is zero or less, you have no fqreign tax credit for the category of Income l I .1.'.1

~~ ~~k~~ f~.o;;::u~i ~~~~In~: J~/~9~)~~.~.~:.~~~:e~~r:.i.~~~.~.~.~~.~.I~.~.~~~.~.~~~........... 16 4' 838. :~i~:

17 Individuals: Enter the amount from Form 1040, line 41 (minus any amount on Form 89 4.lln8 6). you are a nonresident allen, enter the amount from Form 1040NR.

line 38 (minus any amoun on Form 8914. line 6). Estates and trusts: Enter yoor taxable

Income without the deduction for your exemption S.l::.l:! s.~~~~ l~. 17

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

18 Divide line 16 by line 17.11 line 161s more than fine 17, enter '1' 1-1",8,_ .!., -",O~O,-,7,-,9~1-",-6

19 Individuals: Enter 1IIe amountlrom Form 1040, line 44.lfYGU area nonreslden alien, enter tne amount

from FGrm 1040NR, line 41.

Estates and trusts: Enter the amount from Form 1041. Schedule G, line ta, or the tolal of Form 990-1.

lines 36 and 37 1-'1"'-9t--_----=1~6.:...7:.....L6~2=8.!_.

Caution: If you are comp!etlng line 19 for separate categOl)'e (lump-sum distributions). see pg. 19 of the instructions.

20 Multiply line 19 by line 18 (maximum amount of credit) ,................................................................................. t--=2O=+ -=1c.L.:.3:...:2::..:..7~.

21 Enter the smaller ofline 3 or line 2(J. l!this Is the Gnly Form 1116 you are Ii g. skip lines 22 throog 26 and enter this

amount on 11M 'l7. OtherwisE comjl_lete the appropriate Bne In Part IV . ~ 21

1 327.

1·:Rait.11V~1 Summary of Credits From Separate Parts III

1 327.

22 Credit for taxes on passive category income _............... t--=22=+--------t}l;j

23 Credrt for taxBs on general category Income .•... 23 ~~

24 Credit for taxes on certaln Income re-sourced by treaty 24 ::~~g

25 Credit for taxes on lump·sum distributions , ..............• ,....................... 25 ~~~~

26 Add lines 22 through 25 t-=2=8+- ---,-_--,-=__

27 Enter the smaller of I.ine 19 or line 26 ~2oL.f7 .::1..t..:3~2~7.!...!..

28 Reduction 0 credtt for internation boycott operatiGns "'2"'6+- _

29 Subtract fine 28 from line 27. This is your foreign tax oredit. EnIlIr here and on Form 1040, line 47;

Form 1040NR ~ne 4~' Form 1041. Schedule G line za; or Form 990-T line 40a .

Fctm 1116 (2OOQ)

SCHEDULE H (Form 1040)

Employer Identification number

i

Household Employment Taxes

(For Social Security, Medicare, Wlthlleld Income, and Federal Unemployment (FUTA) Taxes) ~ Attach to Form 1040, 1040NR, 1040-85, 01' 1041.

~ See separate instructions.

OMe No. 1545-1971

2009

=~.,44

Name of employer

Social security numbar

WILLIAM H. & ANDREA L. WHITE

A Did you pay eny one household employee cas wages of $1,700 or more in 2009? (If any household employee was your spouse, your child under ",ge 21, yOlJr parent, or anyone under age 8, see the line A Instructions on page H-4 before you answer this question.)

[X) Yes, Skip lines e and C and go to line 1.

o No. Go to line e.

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

o Yes. Skip line C and go 0 line 5.

o No. Go to lne C.

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

o No. Stop. Do not file this schedule.

D Ye5. Skip lines 1·9 and go to line 10 on page 2, (Calendar year taxpayer'S having no household employees In 2009 do not have to complete this form for 2009.)

bPart'J,1 Social Security, Medicare, and Federal Income Taxes

Total cash wages subject to social security taxes (see page H4) I 1 I

2 Social security taxes. Multiply hne 1 by 12.4% (.124) :.................... ~2~ .£,.2!...L..:l"'9~2..!.... ;::rj£i:

1 7 6 8 0 • ;~~1~1

3 Total cash wages subject to Medicare taxes (see page H4) I 3 I

4 Medicare taxes. Multiply line 3 by 2.9% (.029) ,.. f--4'--t ...::5~1"'-=:::3..!....

5 Feder Income tax withheld, If any _ _....................................................... 1-""5-l- ~2~O~8~O:..:...

6 Total scctal security, Medicare, and feeleral income taxes, Add fines 2, 4, and 5 " ~6~f- ....:!4..w7w8o!..::!5..!....

7 Advance earned Income credit (ElG) payments, if any .".................................................................................... 1-!..7+ _

8 Net taxes (subtract lina 7 from line 6) _ L...:8~L_ ....:!4..w7w8o!..::!5..!....

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 patent.)

D No. Stop. Include the amount from Rne 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 Ii e 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

WILLIAM H & ANDREA L WHITE

SchedUle H tFcrm 1(40) :lOOII . POlIO 2
jiP.art:II;:.1 Federal Unemployment (FUTA) Tax
Yes No
10 Old you pay unemployment contributions to only one state? (It you paid contributions to Michigan. check "No.") ..................... 10 X
11 Did you pay all state unemployment contributions tor 2009 by April 15, 2010? FIScal year filers, SIIil page H·5 ........................... 11 X
12 Were al wa.g9s that are taxable tor FUTA tax also taxable for your state's unemployment tax? ................................................ 12 X Next: If you checked the "Yes" box on all the lines above, complete Section A.

If you checked the ''No'' box on any of the lines above, skip Section A and complete Section B.

Section A

13 Name of the state where you paid unemployment contributions ~ TX

14 State report 9 number as shown on $late unemployment tax retum ~ ~ ..... _

17

.1:·~? .7

16 Contributions paid to your state unemploymenlfund (see page H·5) l 151 15 . :\(::

16 Total cash wages subject to FUTA tax (see page H·5) f-!1~6+- _..:.7-L...:O!,;O~O~.

56.

17 FUTA tax. MultiDlv line 16 bv .008. Enter the result here skin Section B. and 00 to Hne 26

Section B

18 Complete aU columns below that apply (d you need more space, see page H-5):

(f) Multiply col. (e) by.~'

(g) M<AllpIy 001. (e) by col. (t)

(h)

Slbtraol eel. (II) ~cmcol.(I). tfutOOflua, .,ter ..0.,

: :~~~·I~~~~·;i·~·~;·~;';I~~·~·9 .. :::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::''j''';;'r'' H ILT~'7;.-,J~~'-::dr-----'----

21 Total cash wages subject to FUTA tax (see the line 16 instructions on page H·5) J--!'2:.,!1+ _

: ~~:~ ::~:!~ :~:: ~::~::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: .. r .. ;a .. r · .. · .. · .. · .. : ···· · ~t4=,~~:~'lf! --------

24 Entsr the smalier of line 20 or line 23

(Michigan employers must use the worksheet in the separate instructions and check here) ........ .......... ...... D!--= 24'+ _

25_ FUTA tax. Subtract line 24 from line 22. Entef the result here and go to line 26 . 25

I:Part'lIl'!1 Total Household Employment Taxes

26 Enter the amount from line 8. If you checked the "Yes· box on line C of page 1, enter.(). t--:".26e:!....1- --"4"-'-~7..:.8""5.:..:...

27 Add line 17 (or line 25) and line 26 (see page H-5) L...,O,2"",7 -'- .....;;:4......,8""4""-'"'1..:...

28 Are you required to file Form 10407

[XJ Yas. Stop. Include the amount from line 27 above on Form 1040,llne 59, and check bo~ b on that tine. Do not complete Part IV beloY/.

You rna have to complete Part IV. See page H-5 for details.

Apt.. f'OCIn. or IlUlto no.

Clly, IDwn e- poe! 0111 ee, ""e,1nd ZIP code

und ... penaltle. 0' perjuy.1 dotI"", I11III1 hive ......,Ined lhla _10, ...... ding ococ:rnp.nyi1g " .. lamont&. M<l1D tho bo .. 01 my ~-~.dJIe and bellel. n Is lruo, ccrnoc:t. and oompl" .. No pa1 01 II1Y p.ymen1.-1D a otale unemploYM"'11Und d_ 88. aodU "'118, 01' Ie 10 be. declJctod !rom the payments to employ .... Ooe_Uon of """at ... (0_ than taItpO)'Ot) Ie _ on oil kI'cflI*lon of whict1~has ... ykna 0<1910

Paid

Preparer's .... s.ignature r

I Date

I Check jf I Preparer's SS

self·employed D I

or P11N

Preparer's Use Only

Finn's name (or EIN

yours If self·employed), ... --------------------------1 Phone no. address and ZIP code ~

Schedule H (Form 1040) 2009

g10lS2 11-24-OV

Form 8606

2.009

Nondeductible IRAs

0),43 No. 154~.0074

~ See separate instructions.

=",:,~;:.:a~ !VII) ~ Attach to Fonn 1040. Form 1040A. or Form 1040NR. ~~-=:..,. 48

Name. II married. file a separate ferm lor each spouse required to file Form 8606.. See page 5 of !he ilstructions. I Your social secu!ily number

WILLIAM H. WHITE

Fill In Your Address Only Home address (numbe: and street. or P.O. box If maills not delivered to your home) I Apt no.

If You Are Filing'Thls ... 1-------------------------------------'-----

Fonn by Itself and Not ,.. City, town or post offi~. slate. and ZIP code

With Your Tax Return

Nondeductible Contributions to Traditional IRA!: and Distributions From Traditional, SEP. and SIMPLE IRAs Complete this part only if one or more of the following apply.

• You made nondeductible contributions to a tradttionallRA for 2009.

• You took disb1butlons from a traditional. SEP. or SIMPLE IRA in 2009 and you made nondeductiblB contributions to a traditional IRA in 200g or an earlier year. Forthls purpose. a distribution does not Include a rollover (other than a repayment of a qualified disaster recovery assistance distribution). qualified charitable distributio • one- ime distribution to fund an HSA. conversion, recharactarization, or return of certain contrlbutions.

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

Enter your nondeductible contributions to traditional IRAs for 2009, including those made fO( 2009 from

January 1. 2010, through Ap 15,2010 (see page 5 of the Instructions) 6 000.

2 Ente your tot basis in traditionallRAs (see page 5 of the instructions) 2 3 3 150.

3 Add6nes1and2 : 3 39150.

lin 2009, dJdyou take a distribution ,t=NO Enter the amount from line 3 on line 14.

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

or make a Roth IRA conversion? Yes Go to line 4.

4 Enter those contributions included on line 1 that \IIe18 made from January 1. 2010. through April 15. 2010

5 Subtract ~ne 4 from line 3 ..

4

5

:~Y·i:;

~ .. ::::

:--;::::>: i~>.,:!··

6 ~'-.",:

~~I--------~~~~!;~

;.:.;J .~.:.";.

E.:-~~~ :::':~:j !::~~:: 'J : L:~:.: l;

~:~~U!.~

iJ

j-,W8~1- ~,.~ .. "

~4~::~ ;n~':i

~1~o~x~ ~~!~1

:l~::,:i

1-'1..!.1+ ---' -j~;!t:;~:

,,';.·,',1

12 )[::;:;

~~------------~

13 Add lines 1 and 12. This is the nontaxable portion of aU your distributions ~1"'-3!- -=-=:---=-=:-:-_

14 Subtract line 13 from line 3. This is your total basis in tradltionallRAs fOf' 2009 and earlier years f-'1"'4+ __:::3""-!t......=1 .. S:.;0,._._.

15 a Subtract line 12 from line 7 1--"15a=-1- _

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

of the Instructions). Also enter this amount on Form 8930. Une 22 .. pl5b=-I- _

c Taxable amount. Subtract IIne15b from line 15a, If more than zero, also include this amount on

Form 1040, line 15b; Form 1040A, line 11b; or Form 1040NR, line 16b 17'15~c'+-""'",.,..,.,,....,.,,,...,.,,...,.,-_,..,,..,,...,,......,,.

~;~~~ ~~uth:a&~ ~~:c:j~':,,~r;;:~~:8~:-7':~e ~~=~~r Ime 15c if you were vnder age ~\;::~:::;<'f;~i~~·;'1ij~!=:;::1~:fE;~;

6

Enter the value of aU your traditional. SEP, and SIMPLE IRAs as of December 31, 2009. pkJs any outstanding rol1overs. SUbtract any repayments of qualified disaster recovery assistance distributions. If

the result Is zero or less. enter -0- (see page 6 of the Instructions) .

Enter your distributions from traditional. SEP. and SIMPLE IRAs In

2009. Do not InclUde rollo\lers (other thanrepayments of qualified disaster recovery assistance distnbutions), qualified charitable distributions, a one-time dlstri)ution to fund an HSA, conversions to a Roth IRA, certain returned contributions, or recharacterizatlons of traditional IRA

contributions (see page 6 of the instructions) ..

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

=~e~~~7~a~: ~· .. ~.~~.~~~.~~:~:~:.~~~.~.~~T :is,amount on line 16

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

places. If the result is 1.000 01' more. enter '1.000" .

Multiply ine 8 by line 10. This is the nontaxable portion of the arnou t you

converted to Roth IRAs. Also enter this amount on line 17 .

Multiply line 7 by line 10. this Is the nontaxable portion of your distributions

that you did not convert to a Roth IRA ..

7

7

8

9 10

11

12

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

Form 8606 (2009)

Form 8S06 (2009) WILL rAM H. WHI TE

_ ., Page 2

dp,arHI 2009 Conversions From Traditional, SEP, or SIMPLE IRAs to Roth IRAs

Complete this part it you converted part or aD of yourlraditionaJ, SEP, and SIMPLE lRAs to a Roth IRA in 2009 (excluding any portion you recharacterized).

Caution: If your modified adjusted gross Income Is over $1 00,000 or you are married fHing separately and you lived with your spouse at any time in 2009, you cannot convert any amount from traditional, SEP, or SIMPLE IRAs to Roth IRAs for 2009, If you erroneously made a conversion, you must rachsllIcterfze (correct) it (see page 7 of the instructions).

16 If yCXJ completed Part I. enter the amount from line 8. otherwise, enter the net amount you converted from
traditional. SEP, and SIMPLE IRAs to Roth lRAs In 2009, Do not Include amounts you tater recharacterized
back to tmd~ional, SEP. or SIMPLE IRAs In 2009 or 2010 (see pagll7 of the instructions) .............................. 16
17 If you completed Part I. enter the amount from line 1 , Otherwise. enter your basis In the amount on line 16
(see page 7 of the Instructions) ..................................................................................................................... 17

18 Taxable amount. Subtract nne 17 from line 16. Also include this amount on Form l040.linll 15b;
Form l040A, line 1 1 b; or Form 1 O4ONR, ~ne lSb ...... - ..... ..... . .. - . " ..... 18 Dlstnbutlons From Roth IRAs Complete this part only if you took a distribution from a Roth IRA In 2009. For this pu POSe. a distribution does not Include a rollover (0 er than a repayment of a qualified disaster recovery assistance distribution), qualified charitable distribution. one-trne distribution to fund an HSA. recharacterization, or retum of certain contributions (see Pa~ 7 of the instructions).

19 EnteI' your total nonquallfied distributions from Roth IRAs ' 2009 including any qualified first·time homebuyer
distributions (see page 7 of the instructions) .. "." .. ", .. "'."." .. " .. ,,, ................ ,., ........ , .... ,., .. , ... " .. " .. ,,, ........... ,, .. 19
20 Qualified first·tlme 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. erlte -0- and skip IIne& 22 through 25 .......................................... 21

22 Entaryour basis In Roth IRA contributions (see page 7 of ths instructions) "."." .... " ............ " ... , ... ,."" ..... , .... , .. 22

23 Subtract line 22 from line 21, I zero or less. enter.()· and skip lines 24 and 25, If mora than
zero, you may be subject to an a~ditional tax (see page 7 of the inswctlons) ................................................ 23
24 Enter your basis 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
253 Subtract fine 24 from line 23. If zero or leSS. linter -D. and skip lines 25b and 25c ,.".".",., .. ", .. " ................ ,." ... 25a
b Amount on line 25a attributable to qualified disaster recovery assistance distributions (sse page
7 of the instructions), Also enter this amount on Form 8930. me 23 ............................................................... .2Sb
e Taxable amount. Subtract line 25b from line 25a. If more than zero, also Inc II this amount on
Form 1040 line 15b; Form 1040A.1ine 11b; or Form 1040NR line 1Sb ......... ... ~ .. ...... '" 25c
Under penailles of perjury, I declare that I haw examined this form, Including accompanying attachments, and to the best of my
Sign He!'e Only If You knowledge aIld belief.' is true. correct, and complete. Declaration of preparer (other lhan taxpayer) is based on a Information of
Are Filing This Fonn which prepar has any knowledge.
by Itself and Not With
Your Tax Return ~ ~
Your signature Date
Paid ~"a ~ 10.· .1 Chock U .... I i~' SSN '" PllN
Preparer's $igna.~ ""pio)'ed D
Use Only F1rm'sn:lrnG(a ~ I EIN ,
yocnN ....... I_no,
~DdCr_,
andZ1P code Fonn8606

~ See separato Instructions.

Nondeductible IRAs

OMB No. '$~-O07'

2009

D~loIIheTl .. aUl)' At_I

IntBnaJ A"""",. Service (\Ill) ~ Attach to Form 1040, Form 1040A, or Form 1040NR. se_Ho. 48

Name. It married, file a separate form for each spouse required to file F0f11l860S. See page 5 of the instruclioos. I Your $oci~1 securilY number

ANDREA L. "'TRITE

~F=III:..lln=y"'ou"'r':'A-d=ct'-'e:"'s-s':':O':'n"'I""y='r-H-O-m-e-ad-d-re-SS-(-n-um-b:-e-r -an:-d-str-e-e-t,-Q(:-P~.O':".-b-OX-If -m-al-I Is-no-t-de-:iive-red-to-y-O-Ur:-h-O-m-e)-----'- I ApI. no. -

I' You Are Filing This ... i----------------------------------__..L----Form by Itself and Not ~ City, town or post office. state, and ZIP code

Wrtn Your Tax Return

!'p.art'l Nondeductible Contributions to TraditionallRAs and Distributlol\$ From Traditional, SEP, and SIMPLE IRAs Complete this part only if one or more of the following apply.

• You made nondeductible contributions to a tradltSonallRA for 2009.

• You took distributions from a traditional, SEP, or SIMPLE IRA in 2009 and you made nondeductible contributlol\$ to a traditional IRA In 2009 or an earier year. For this purpose, a distribution does not include a rollove (other than a repayment of a qualITIed disaster recovery assistance distribution). qualified char'itable distribution, one-time distribution to fund an HSA. conversion, recharacterization, or return of certain contributions.

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

Enter your nondeductible contt1butions to traditional IRAs for 2009, Including those made lor 2009 from

January 1, 2010, through April 15, 2010 (see page 5 01 the Instructions) r-1'-11-- .....::;6.....,0~O~0-'-.

2 Enter your total basis In tradltionallRAs (see page 5 of the instructions) }-.!2"--11- __ -'2~4""-:5:-:0~0...!...

3 Add lines 1 and 2 ,__,,3'-:rl _,3""0"-'-=.S""0_,,0'-'-.

r.; .1-

.... :. :~.'

:;:' ~:.;:. ;'~~~~.

Er:r~~~

lin 2009, did you take a distribution , t= No ~ Enter the amount from ~ne 3 on ~ne '4.

from traditional, SEP, or SIMPLE IRA&, Do not complete the rest of Part I.

or make a Roth IRA conversion? Yes ~ Go to line 4.

4 Enter those contributions included on line 1 thaI were made from January 1,2010, through April 15, 2010 1-'4:..,_t---------

5 Subtract nne 4 from line 3 r,5"':-:ir--------

6 Ente the value of all your traditional, SEP, and SIMPLE IRAs as of ;Q;;)

December 31,2009, plus any outstanding rollovers. Subtract any ;;':,,"

repayments of qualified disaster recovery assistance distributions. If 1--"-+ -l·.-.i.::;_~L:;I:, .. ; .. !.~.;~ .• :,

the result is zero or less. enter ·0· (see page 6 of the in6tructlons) .... ....... ....... 6 __ ..

7 Enter your distributions from traditional, SEP, and SIMPLE IRAs in iq;;~

2009. Do not include rouovers (other than repayments of quaftfled disaster ~~~f.:\l

recovery assistance distnbutlons), qualified charitable distributions, a ';;!'-i::

one-tlme distributicn to fund an HSA, conversions to a Roth IRA, certain .L~~

retu~~oontri( butions, o~ ~~ara':~tlons) of traditional IRA I,,~ .. ~;.'.i:~:;.:.

conm ons see page 0 c tons 1-'7'--1- -; __

8 Enter the net amount you convertod from traditional, SEP, and SIMPLE ,~~,,~~:

IRAs to Roth IRAs in 2009. Do not include amounts converted that you later 8 ~ .. : •. ""~:~.~~.,_~ .... ~ ... ~ .• ::~." ... ·.;,itJ:i . ."~ .•.••. • ..

=:~~~7~~:a P~ ... ~.~~.~~.~~~~:~:.~~.~.~~tiLr-'~:<..hl_sLI·am_ou_n_t o_n_lln_e_'_6 __ -;:t ;,;:~~

10 DI\~de line 5 by line 9. Enter e result as a decimal rounded to at least 3 1-~+':,_ --i; .. !~, ..•• :.:;.~.~ .• ::.: •. ,1:.:~.~,: .. ~.~.,:~:

places. If the result Is 1.000 or more, enter '1.000' 10 X _

11 Multiply line 8 by fine 10. This is the nontaxable portion of the amount you

converted to Roth IRAs. Also enler this amount on line 17 11 Ji:~~;

12 Muttiply tine 7 by line 10. Th~ ts the nontaxable portion of your distributions :r:!.~:~~

tt~f=~

that you did not oonvert to a Roth IRA 1......!1~2-.L.. --i,·":;:,,

13 Add lines 11 and 12. This Is the nontaxable portion of all your distributions .

14 Subtract line 13 from line 3. This is your total basis In tradltionallRAs for 2009 and earlier years ..

15 a Subtract line 12 from line 7 ..

b Amount on line 15a attributable to qualll1ed disaster reoovery assistance distrlb\rtlons (see page 6

of the instructions). Also enter this amount on Form 8930, line 22 ..

e Taxable amount. Subtracliine lSb from lile 15a. If more than zero. also include lhis amount on

Form 1040, line 15b; Form 1040A, line t tb; or Form 1040NR, line 16b ..

Note: You maybe subject to an edditi0fJ8110% taxon the amount on line 15c If you were underage

59 1/2 at the time of the cJjstn"bution (see page 7 of the instructions).

9

13

14

30 500.

15a

15b

15c

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

Form 8606 (2009)

Form 8606 (2009) ANDREA L. WHITE

Page 2

~PC!r'! . .lI. 2009 Conversions From Traditional, SEP, or SIMPLE IRAs to Roth IRAs

Complete this part if you converted part or all of your traditional, SEP, and SIMPLE IRAs to a Roth IRA in 2009 (ex.cludlng any portion you f9Characterized).

Caution: " your modDled edjusted gross income is over $100,000 or you ere married filing separately end you lived with your spouse at any time in 2009, youcannot convert any amoun from tracJitionEII, SEP, or SIMPLE IRAs to Roth IRAs (or 2009. "you erroneouSly made 8 convsr.sjon. you must recharacterlze (correct) it (see psge 7 of the instructions).

16 If you completed Part I, enter the amount from line 8. Otherwise, enter the net amount 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 201 0 (see page 7 of the Instructions) .............................. 16

17 If you completed Part I, enter the amount from ane 11. ~e, enter your basis in the amount on line 16
(see page 7 of the instructions) ............... , .................................................................................................. ". 17

18 Taxable amount Subtract line 17 from line 16. Also include this amount on Form 1 040, line lSb;
Form 1040A, line 11 b; or Form 1040NR, line 16b .... .. ~ .... - . ..... - ..... __ .. . .... 18 Dlstnbutlons From Roth IRAs Complete this part only it you took a distribution from a Roth IRA in 2009. For this purpose, a distJibutlon does not include B rollover (other than a repayment of a qualified disaster recovery assistance distribution), qualified charitable distribution,

one-time distribution to fund an HSA, recharactsrization, or retum of certain contributions (see page 7 of the instructions).

19 Enter your total nonquaftfied distributions from Roth IRAs in 2009 inotuding any quaflfied first·time homebuyer
distributions (see page 7 of the instructions) ................................................................................................... 19
20 Qualified first·time home buyer expenses (see pag 7 of the instructions). Do not enter more than
$10,000 ....... , ................................................................................................... , ........................................ _ .. 20

21 Subtract line 20 from line 19. If zaro or less, enter o- and Skip fines 22 through 25 .......................................... 21

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

23 Subtract ne 22 from line 21. If zero or lass, enter.()- 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
211- Enter your basis in conversions from traditional, SEP, and SIMPLE IRAs and rollovers from qualified
ra . ament plans to a Roth IRA (see page 7 of the Instructions) ............................................... _ .................. _ ..... 24

25a Subtract line 24 from ns 23. If zero or less, enter ·0· and skip r as 25b and 25c ................................... _ ......... 25a
b Amount on line 25a attributable to qualified disaster recovery esslstance distributions (see page
7 of the Instructions). Also enter this amount on Form 8930, ijne 23 ............................................................... l25b
c Taxable amount, Subtract nne 25b from line 25a. If more than zero, also include this amount on
Form 1040. line 15b: Form 1040A line 11b: or Form 1040NR.llne 16b ... -- ........ -- ...... .. ...... 25c
Under penalties of perjury, I declare lI1all have examined this form, includl 9 accompanying attaChments, and to the best of my
Sign Here Only If You knowledge and belief, H is true, correct, and complete. Declaration 01 preparer (other than taxpayer) is based 0 allinformalion af
Are Filing This Form wIlicl1 praparer nas any knOll/ledge.
by Itself and Not Wlth
Your Tax Return ~ ~
Your signature Dale
Paid f'npaJw'a ~ I~ I ~ If ,,011· ! toplI"'. S9N or prlN
Preparer's oIiJ'1Wt employed 0
Use Only Firm's nlm. (or ~ I EIN :
)'011" foelf....,- I_no..
pIoyedl.-.
ondZIPCOde Form 8606 C2C1OV)

Fonn 1116

Foreign Tax Credit Carryover Statement (Page 1 of 2)

NAME

WILLIAM H. & ANDREA L. WHITE

!PASSIVE INCOME

Foreign Income Category

2008

Z009

2006

2007

2004

2005

Regular

1. Foreign tax paid/accrued

2. FTC carryback to 2009 for amended returns

3. Reduction anocated to

1 392.

excluded lncoms ~\lr~.ml~it~\~W.:~r.;l i~~dlfr;~,rr!i:::;:?'; (.]i~:::l~i;::;~:~:~~·:~',::f. i;li:)r:!i::iJ;~;jl~l:['\:: i~t::;;:ji::l;)~::'::~:;;::;:::~;

4. Foreign tax available [i':>?,;"t[:':::··;:::·;:i:: :;.; ~~r..,::~, '::i~/,:~::,;·:·: ~~.:: :U:. i\:·:·;::":; ':: ::,~:;:.>;;,,: ·ii/ . '-::::,:; ::';,,':,,': ::,: 1 392.

5, Maximum credit aliowable r;:;."'::,:;)":.5:;.:['::,:[;::.'i,,,G::;,:;::;_' ;-.::' :_::.::':..;f:;_:_;_~::.' ifF::.: !L:;.!' .. ;;":::::;,;1,;;7":;.~'.:i/::.:')::::'::.:' ::':' "::.:~.:'!.,1 r::..;!·l::.:~.::~..:.': 'c.::~::.:' '_'!::.:;::;_;"::.'(.:..: ;-:_:ii.:...:: • .:..,:,' r::::,:'!::,~~::,·;'::,:·::::,;;·..::,':'::.:'r.::·;.;:::f:":;.'~.:;:i,;;;"'~: i:::i:j: _:',.:i: ~::;' :c:."...:";:'::::::';' '..:;!i",': ' .... :::.: • .:.;' ::.::;;:;;' : .... i:j! __ .... 1 ...... '-3::W20!..:!:1'-.~ 6, Unused foreign tax ( + )

or excess of liml (-) ...

7. Foreign tIX carryback ...

8. Rlreign tIX carryterward

9. Less treaty adiusnnent

10. Foreign tax or excess

limit remaining ..

Total foreign taxes from all available years to be eamed to rnlxt year

<842.>

71.

71.

71.

<771.>

1. Foreign tIX paldlaccrued

2. FTC carryback to 2009

lor amended returns

3. Reduction aBocated to

excluded income ..

4. Foreign tax available .

s, Maximum credH allowable ·1,~·;;:::;,"i;::·!~::t·~·,i

6. Unused foreign tax ( + )

or excess of limit ( -) ..

7. Foreign tax carryback ~irJ;r~f:~lf!:?:,~~~!~~~~~ ~t~:;t~~1 il!.~~~::~:?j~~·:. ·~ts;~:}~~~~;?f.r·~r:~-;i!,::i ~~:;!Ji.:~~:t~'!i;t~~~!;:J (.li~t~;- ;~::f.~~ii}·~~n~ffi

8. Foreign tax carryforward ..

9. Less treaty adjustment .

to. Forsign tax or excess

lim~ remaining ..

Form 1116

Foreign Tax Credit Carryover Statement (Page 2 of 2)

NAME

WILLIAM H. & ANDREA L. WHITE

Foreign Income Category

!PASSIVE INCOME

2004 .

1. Foreign tax paid/accrued y. :ii~~.;ji:{f;:? ~; ~:<:\T: ,:: ».,:.:. ,:::':;t;, :/.:';;",' ".' . ~·l: i.i: !;::-\ '.: :-ok .. j:: .. ': .• ;;:;::~:::: ... >.,,:.

2. :rCa:::~e::09 rf~~~~:::~~),'dF::i:i )Hll~~:;::i::1:~:::f ~/: ':~:l~l}~i~;;~~~;W~~}! 1~t~~;~if~gr;:!~!:;:!l :.::~lj?::::::::itj;:·;::

:!~:~~n~:ted to ;j:::;i~~~'~;;:;~:tt~;~J; ~~;~~:;~!~V~;::!.'·::;;:; i :;'~h~:~::t~F~j{;~!fL? ~;l:~::~)~l~~~i;~;i~i3[~W ·:.;::·~:Hf::):;;.<j:;:;f

4. Foreign tax available ... -:;:':f.": :'.f:~~i~tWf.)·) '!':'jg::" '::~':''':;:::::i '!':"'~:_:'.";." . .' :~;::"' .:'! :.:~::;..::.,,:::~ ':" :;. f .. ~ '; ::::!': .( ..

5. Maximum cred.tallovrable ;':;:.r~.·:~·~<_.:~:L!; :~ ~;':'i,,;;.:;1: ",;:;;'::,' ';~r,~;:;l;, ;'!;':';::",:;_ , .:'~':.,j·i;~t~i:;: .-~:;::::: :;;. _~_:·;:::;~::i·i·:::;:.'::

6. Unu~d foreign lax ( t ) ()f excess of limit ( .) ...

7. FOf'elgn tax carryback .. , 1~;~:t~~~~:;:i·~~~;·:¥~~j:~. ;;ifJ~h~~·~·:~~:t:~l;~ ;i:- ;~~g:~:"'~~:;::i:~~!'~:~~~ ~;~ . }~':":.f:~;bt;; :.:.:..(; :;

8. FOlelgn lax carryforward

3.

2005

2006

2007

65.

2008

2009

1 392.

1 392. 1 327.

<850.>

65.

65.

9. Less treaty adrustment

10.

Foreign lax or excess

limit remaining ..

Tolal foreign taxes from aU avaflable years to be carried to next year

<785.>

1999 2000 2001 2002 2003

1. Forelgn lax pald/accrued

2. FTC carryback to 2009 Ol amended returns

3. Reduction allocated to

excluded income ..

4. Foreign tax avalla.ble .

6. M2)(jmum credit allowable

6. used foreign tax ( + )

01 excess of limit (.) ..

7. Foreign tax carryback " .

8. foreign tax carryfOlward .

9. Less ireaty adjustment .

10. Foreign tax or excess

limit remaining "."" .

51275118 06- \4-09

WILLIAM H. & ANDREA L. WHITE

FORM 1040

PERSONAL EXEMPTION WORKSHEET

STATEMENT 1

1. IS THE AMOUNT ON FORM 1040, LINE 38, MORE THAN THE AMOUNT SHOWN ON LINE 4 BELOW FOR YOUR FILING STATUS?

NO. STOP. MULTIPLY $3,650 BY THE TOTAL NUMBER OF EXEMPTIONS CLAIMED ON FORM 1040, LINE 60, AND ENTER THE RESULT ON LINE 42.

YES. CONTINUE

2. MULTIPLY $3,650 BY THE TOTAL NUMBER OF EXEMPTIONS CLAIMED

ON FORM 1040, LINE 6D . . . . . . . . . . .. .... 18,250.

3. ENTER THE AMOUNT FROM FORM 1040, LINE 38 . . 659,762.

4. ENTER THE AMOUNT FOR YOUR FILING STATUS 250,200.

SINGLE $166,800 MARRIED FILING JOINTLY OR WIDOW(ER) $250,200

MARRIED FILING SEPARATELY $125,100

HEAD OF HOUSEHOLD $208,500

5. SUBTRACT LINE 4 FROM.LINE 3 . . . . . . . . 409,562.

6. IS LINE 5 MORE THAN $122,500 ($61,250 IF MARRIED fILING SEPARATELY)?

[Xl YES. MULTIPLY $2,4'33 BY THE TOTAL NUMBER OF EXEMPTIONS CLAIMED ON FORM 1040, LINE 6D. ENTER THE RESULT HERE AND ON FORM 1040, LINE 42. DO NOT COMPLETE THE REST OF THIS WORKSHEET.

[ ) NO. DIVIDE LINE 5 BY $2,500 ($1,250 IF MARRIED FILING SEPARATELY). IF THE RESULT IS NOT A WHOLE NUMBER, INCREASE IT TO THE NEXT WHOLE NUMBER (FOR EXAMPLE, INCREASE

0.0004 TO 1) . . • . . . . . . . . 12,165.

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

AS A DECIMAL . . . . . . . .

8. MULTIPLY LINE 2 BY LINE 7 .

9. DIVIDE LINE 8 BY 3 . . .

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

STATEMENT(S)

WILLIAM H. & ANDREA L. WHITE

FORM 1040

SEP DEDUCTION

STATEMENT 2

WILLIAM H. WHITE

1. PLAN CONTRIBUTION RATE OR SELF-EMPLOYED PERSON'S RATE

2. NET EARNINGS FROM SCHEDULE C, SCHEDULE F, OR SCHEDULE K-1

3. DEDUCTION FOR SELF-EMPLOYMENT TAX FROM 1040, LINE 27 ..

4. SUBTRACT LINE 3 FROM LINE 2 ... , , , .....

5. MULTIPLY LINE 4 TIMES LINE 1 , , , ., , . • . . . ,

6, MULTIPLY $245,000 BY YOUR PLAN CONTRIBUTION RATE. ENTER THE RESULT BUT NOT MORE THAN $49,000 , , . , , ,

7, ENTER THE SMALLER OF LINE 5 OR LINE 6 .. , . , .

8. CONTRIBUTION DOLLAR LIMIT , .

*IF ANY ELECTIVE DEFERRALS WERE MADE, GO TO LINE 9. *OTHERWISE, SKIP LINES 9 THROUGH 18 AND ENTER THE SMALLER

OF LINE 7 OR LINE 8 ON LINE 19.

ALLOWABLE ELECTIVE DEFERRALS SUBTRACT LINE 9 FROM LINE 8 SUBTRACT LINE 9 FROM LINE 4 ENTER ONE-HALF OF LINE 11

ENTER THE SMALLEST OF LINES 7, 10 OR 12 SUBTRACT LINE 13 FROM LINE 4 •

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.

SUBTRACT LINE 15 FROM LINE 14 . . . . . . . . . CATCH-UP CONTRIBUTION (AGE 50 OR OLDER) ..•. ENTER THE SMALLER OF LINE 16 OR LINE 17 •... ADD LINES 13, 15 AND 18. ENTER HERE AND ON LINE 28,

FORM 1040 .. . . . . . . .. .

9. 10. ll. 12. 13. 14. 15.

.200000 278,791- 3,733.

275,058. 55,012.

49,000. 49,000. 49,000.

49,000.

FORM 1040

TAX-EXEMPT INTEREST

3

STATEMENT

AMOUNT

4,814.

4,814.

STATEMENT(S) 2, 3

16. 17. 18. 19.

NAME OF PAYER

GOLDMAN SACHS

TOTAL TO FORM 1040, LINE 8B

WILLIAM H. & ANDREA L. WHITE

FORM 1040

WAGES RECEIVED AND TAXES WITHHELD

STATEMENT 4

FEDERAL STATE CITY
T AMOUNT TAX TAX SDI FICA MEDICARE
S EMPLOYER'S NAME PAID WITHHELD WITHHELD TAX W/H TAX TAX
T CITY OF HOUSTON 149,185. 22,142. 6,622. 2,286.
T WEDGE SERVICES, LLC 83,677.
TOTALS 232,862. 22,142. 6,622. 2,286. STATEMENT 5

FORM 1040

QUALIFIED DIVIDENDS

NAME OF PAYER

ORDINARY DIVIDENDS

GOLDMAN SACHS

FROM K-l - ENTERPRISE PRODUCTS PARTNERS

31,184. 7.

TOTAL INCLUDED IN FORM 1040, LINE 9B

QUALIFIED DIVIDENDS

24,118. 7.

24;125.

SCHEDULE A

CASH CONTRIBUTIONS

STATEMENT 6

STATEMENT(S) 4, 5, 6

DESCRIPTION

AMOUNT SOt LIMIT

TROOP 55-BSA

AIDS FOUNDATION UNIVERSITY OF SAINT THOMAS HOUSTON ORCHID SOCIETY ALZHEIMER'S ASSOCIATION

THE KENNETH LLOYD EDUCATION FOUNDATION MS-150

VOLUNTEER HOUSTON

BOB WOODRUFF FOUNDATION JONGCENTER

ASSOCIATION OF HISPANIC MUNICIPAL OFFICERS VFW

VETERANS AND WOUNDED VETERANS AMERICAS LAST PATROL AMERICAN GI

RIVERSIDE UNITED METHODIST CHURCH ENGINEERING MINISTRIES INTERNATIONAL

200. 100. 50. 25. 25. 50.

100. 100. 50. 75. 50.

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

250. 50.

AMOUNT 30% LIMIT

WILLIAM H. & ANDREA L. WHITE

HOUSTON AUDUBON SOCIETY SAINT LUKES UNITED METHODIST VOICES BREAKING GROUND

NATIONAL COUNCIL OF JEWISH WOMEN CITY OF HOUSTON CHARITABLE FUND

50. 500. 30. 600. 1,820.

SUBTOTALS

9,125.

TOTAL TO SCHEDULE A, LINE 16

9,125.

STATEMENT(S) 6

WILLIAM H. & ANDREA L. WHITE

SCHEDULE A

ITEMIZED DEDUCTIONS WORKSHEET

STATEMENT 7

1.

ENTER THE TOTAL OF THE AMOUNTS FROM SCHEDULE A, LINES 4,

9, 15, 19, 20, 27, AND 28 .

ENTER THE TOTAL OF THE AMOUNTS FROM SCHEDULE A, L'INES 4, 14, AND 20, PLUS ANY GAMBLING AND CASUALTY OR THEFT LOSSES INCLUDED ON LINE 28 .....•...•....

IS THE AMOUNT ON LINE 2 LESS THAN THE AMOUNT ON LINE 1? IF NO, YOUR DEDUCTION IS NOT LIMITED. ENTER THE AMOUNT FROM LINE 1 ABOVE ON SCHEDULE A, LINE 29.

IF YES, SUBTRACT LINE 2 FROM LINE 1 •.•. MULTIPLY LINE 3 BY 80% (.80) .•..•.... ENTER THE AMOUNT FROM FORM 1040, LINE 38 .. ENTER: $166,800 ($83,400 IF MARRIED FILING SEPARATELY) . . . . . . • • . . . . •

IS THE AMOUNT ON LINE 6 LESS THAN THE AMOUNT ON LINE 5?

IF NO, YOUR DEDUCTION IS NOT LIMITED. ENTER THE AMOUNT FROM LINE 1 ABOVE ON SCHEDULE A, LINE 29.

IF YES, SUBTRACT LINE 6 FROM LINE 5 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

89,596.

89,596.

14,789. 9,859. 4,930.

84,666.

2.

3.

4. 5. 6.

71,677. 659,762.

STATEMENT 8'

166,800.

7.

8.

9.

10. 11.

12.

492,962. 14,789.

TOTAL ITEMIZED DEDUCTIONS. SUBTRACT LINE 11 FROM LINE 1. ENTER THE RESULT HERE AND ON SCHEDULE A, LINE 29 . . ..

SCHEDULE A

STATE AND LOCAL GENERAL SALES TAXES

AMOUNT

2,382. 762.

3,144.

STATEMENT(S) 7, 8

o.

DESCRIPTION

STATE SALES TAX LOCAL SALES TAX

TOTAL TO SCHEDULE A, LINE 5

WILLIAM H. & ANDREA L. WHITE

SCHEDULE A

GENERAL SALES TAX DEDUCTION WORKSHEET

STATEMENT

1 ENTER YOUR STATE GENERAL SALES TAXES FROM THE APPLICABLE TABLE.

TEXAS

IF, 'FOR ALL OF 2009, YOU LIVED ONLY IN CONNECTICUT, THE DISTRICT OF COLUMBIA, INDIANA, KENrUCKY, MAINE, MARYLAND, MASSACHUSETTS, MICHIGAN, NEW JERSEY, RHODE ISLAND, OR WEST VIRGINIA, SKIP LINES 2 THROUGH 5, ENTER -0- ON LINE 6, AND GO TO LINE 7. OTHERWISE, GO TO LINE 2.

2 DID YOU LIVE IN ALASKA, ARIZONA, ARKANSAS, CALIFORNIA (LOS ANGELES COUNTY ONLY), COLORADO, GEORGIA, ILLINOIS, LOUISIANA, MISSOURI, NEW YORK STATE, NORTH CAROLINA, SOUTH CAROLINA, TE.NNESS EE, UTAH, OR VIRGINIA IN 2009?

IF NO, ENTER -0-.

IF YES, ENTER YOUR LOCAL GENERAL SALES

TAXES FROM THE APPLICABLE TABLE. O.

3 DID YOUR LOCALITY IMPOSE A LOCAL GENERAL SALES TAX IN 2009? RESIDENTS OF CALIFORNIA AND NEVADA SEE INSTRUCTIONS. IF NO, SKIP LINES 3 THROUGH 5, ENTER

-0- ON LINE 6 AND GO TO LINE 7.

IF YES, ENTER YOUR LOCAL GENERAL SALES

TAX RATE, BUT OMIT PERCENTAGES. 2.0000

HOUSTON

4 DID YOU ENTER -0- ON LINE 2 ABOVE?

IF'NO, SKIP LINES 4 AND 5 AND GO TO LINE 6. IF YES, ENTER YOUR STATE GENERAL SALES

TAX RATE, BUT OMIT PERCENTAGES. 6.2500

5 DIVIDE LINE 3 BY LINE 4. ENTER THE RESULT AS

A DECIMAL (ROUNDED TO AT LEAST THREE PLACES). .3200

6 DID YOU ENTER -0- ON LINE 2 ABOVE?

IF NO, MULTIPLY LINE 2 BY LINE 3. IF YES, MULTIPLY LINE 1 BY LINE 5.

6A ADD LINE 1 AND LINE 6.

2,382.

762.

3,144.

1.000000 3,144.

3,144.

STATEMENT(S) 9

9

6B PART-YEAR DAYS RATE.

6C MULTIPLY LINE 6A BY LINE 6B.

7 ENTER YOUR GENERAL SALES TAXES PAID ON SPECIFIED ITEMS, IF ANY.

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

ENTER THE RESULT HERE AND ON SCHEDULE A, LINE 5 AND CHECK BOX liB" ON THAT LINE.

WILLIAM H. & ANDREA L. WHITE

/.

SCHEDULE D

CAPITAL GAIN DISTRIBUTIONS

STATEMENT 10

TOTAL CAPITAL GAIN

NAME OF PAYER

GOLDMAN SACHS

6,057.

TOTALS TO SCHEDULE D, LINE 13

6,057.

28% GAIN

STATEMENT(S) 10

WILLIAM H. & ANDREA L. WHITE

SCHEDULE D

CAPITAL LOSS CARRYOVER

STATEMENT 11

1. ENTER THE AMOUNT FROM FORM 1040, LINE 41 .....•.

2. DID YOU FILE FORM 89141 X NO. ENTER -0-

YES. ENTER THE AMOUNT FROM YOUR FORM 8914, LINE 6

3. SUBTRACT LINE 2 FROM LINE 1 .

4. ENTER THE LOSS FROM SCHEDULE D, LINE 21, AS A POSITIVE

5. COMBINE LINES 3 AND 4. IF ZERO OR LESS, ENTER -0-

6. ENTER THE SMALLER OF LINE 4 OR LINE 5 .....

AMOUNT.

575,096.

575,096. 3,000. 578,096. 3,000.

49,989.

3,000. 46,989. 55,520.

55,520.

SCHEDULE E

OTHER EXPENSES

STATEMENT 12

7. ENTER THE LOSS FROM SCHEDULE D, LINE 7, AS A POSITIVE AMOUNT

8. ENTER THE GAIN, IF ANY, FROM SCHEDULE D,

LINE 15 . . . . . . . . . . . . . .

9. ADD LINES 6 AND 8 .

10. SHORT-TERM CAPITAL LOSS CARRYOVER TO 2010.

SUBTRACT LINE 9 FROM LINE 7. IF ZERO OR LESS, ENTER -0-

11. ENTER THE LOSS FROM SCHEDULE D, LINE 15, AS A POSITIVE AMOUNT.

12. ENTER THE GAIN, IF ANY, FROM SCHEDULE D,

LINE 7 • • • • • . • • • .• • .••

13. SUBTRACT LINE 7 FROM LINE 6. IF ZERO OR LESS,

ENTER -0- . . . . . . . .. . .

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-

RENTAL PROPERTY - 134 N. 100 WEST MOAB UTAH

DESCRIPTION

PROFESSIONAL FEES- BH PROFESSIONAL FEES- REMAX

TOTAL TO SCHEDULE E, PAGE I, LINE 18 .

AMOUNT

341. 114.

455.

STATEMENT(S) 11, 12

WILLIAM H. & ANDREA L. WHITE

SCHEDULE E

OTHER EXPENSES

STATEMENT 13

RENTAL PROPERTY - 156 N. 100 WEST, MOAB UTAH

DESCRIPTION

AMOUNT

377. 106.

PROFESSIONAL FEES- BH PROFESSIONAL FEES- REMAX

TOTAL TO SCHEDULE E, PAGE 1, LINE 18

483.

NON-FARM INCOME

STATEMENT 14

SCHEDULE SE

DESCRIPTION

AMOUNT

WRITING

2,676.

TOTAL TO SCHEDULE SE, LINE 2

2,676.

SCHEDULE SE

NON-FARM INCOME

STATEMENT 15

DESCRIPTION

AMOUNT

278,791.

BOARD FEES, INVESTMENT MANAGEMENT TOTAL TO SCHEDULE SE, LINE 2

278,791.

STATEMENT(S) 13, 14, 15

WILLIAM H. & ANDREA L. WHITE

FORM 1116

WORLDWIDE CAPITAL GAINS WORKSHEET FOR LINE 17

STATEMENT 16

1 ENTER THE AMOUNT FROM FORM 1040', LINE 41.

IF YOU ARE A NONRESIDENT ALIEN, ENTER THE AMOUNT FROM FORM 1040NR, LINE 38

575,096.

2 ENTER WORLDWIDE 28% GAINS

3 MULTIPLY LINE 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
QUALIFIED DIVIDENDS
9 ADD LINES 3, 5, 7, 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

REGULAR

ADJUSTMENT

163,000. 361.

163,000. 1,148. 362 .

BTBC INVESTMENTS LLC SCE E RENTAL PROPERTY - 134 SCH E N. 100 WEST MOAB UTAH RENTAL PROPERTY - 156 SCH E N. 100 WEST, MOAB UTAH

7B7.

362.

. ,

STATEMENT{S) 16, 17

WILLIAM H. & ANDREA L. WHITE

FORM 6251

INTEREST FROM SPECIFIED PRIVATE ACTIVITY BONDS STATEMENT 18

DESCRIPTION GOLDMAN SACHS

TOTAL TO FORM 6251, LINE 13

AMOUNT

455.

455.

STATEMENT(S) 18

WILLIAM H. & ANDREA L. WHITE

STATEMENT 19

FORM 1116

ALTERNATIVE MINIMUM TAX FOREIGN TAX CREDIT WORLDWIDE CAPITAL GAINS WORKSHEET "FOR LINE 17

1 ENTER THE AMOUNT FROM FORM 6251, LINE 29 2 ENTER WORLDWIDE 25% GAINS

3 MULTIPLY LINE 2 BY 0.1071

4 ENTER WORLDWIDE 15% GAINS AND QUALIFIED DIVIDENDS

24,125. 11,201.

5 MULTIPLY LINE 4 BY 0.4643 6 ENTER WORLDWIDE 0% GAINS AND QUALIFIED DIVIDENDS

7 ADD LINES 3, 5, AND 6

8 SUBTRACT LINE 7 FROM LINE 1. ENTER THE RESULT HERE AND ON FORM 1116 AMT, LINE 17

622,372.

11,201.

611,171.

STATEMENT(S) 19