tax analysts tax document service 1040 1 lvmm … · i : 1040 1 lvmm u.s. individual incame tax...
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i
: 1040 U.S. Individual Incame Tax k&m - _ 1Rs~onry-DaRBt~lswll~,nhb:- 1 lvMM ZJ 1 OMR u?. lts.wD74
.‘ Label (St% bstructlLms on aaall 19.1
c-1,
Your ftrst name ang Mial
k GEORGE W. E It a ioinl return. SDause’s first name and initial
IEi
&et name
USH I L08t name - hllsml’. rp&Y - .ri -. r_3. -~, le I ---- ~- . --- r --- I-,.Iy “LLmed
&emelRs l. ic AURA w. label- II--- *. nom eddrs~ (numbw and strw.tL If YOU nw.8 P.O. bra JB~ DBDB A Imtmrtant! A -- -~~
Olhervke. pleasa print Ci GPE. Prcsidonlial
2 C/O NOiTRERN TRtiS'r CO, 50 ii.' i2-S~~ ST, FE / 1;6
E" UQ. k-m or Punt dee% St-WE. ma m Lily If you nab8 wlo;sn +mmzB, em w 19.
CHICAGO, TL 60675
YOU *nurt tr!lRl 1 YOufSSN(S) JbEYs,
1 Eiecxion Campaign
b Note. Checking ‘Yes’ will not change your taz or rpduce your r&und, YOU Spouse
(See page 19 .) * Do you, or your souse if filing a jolni roturn, wanI $3 to gc ta this fund? ..,_ .___. p
Filing status 1 I Single
2 .& Married filing joint return (even I? only one had ihcotw) 3 I Matrled tiling separate retum.l%arspouse’s social security no, abow md full name h6ra.b 4 Head bf housenokl (with OUaWinG Person). (Sea page 19.) If the quallfybq pelfon is a ehila but nol your dspandant e,-&r vlls ehi1e.s
Check only D&3 eO2.
ndmB hem, ) aualltyog widow(er) wlln depenaan[ child (yaarspousa al.30 ) . (See pape 19.)
. C----AS--- 6a f&J Yo uhau. uyourp~u~ _.
f6St3T#pUQIl* L Np!!‘F?P: =l(ElO on w
.*,..,, ,... ,#,.a, ,,,.... . . . . ..__._._. -en -.. _. 2 A
c Dependents: P) Dqmamt’~ No. dysw
- Lmt ndma hwmnEllp 111 MY
2;:” en SC c--
AWGHTER . wm rim you 2
. did not IlV~ rm AUGRTER pw dYD b atwho
Ii mare man siz wsepmtian t==F-WZO aipenosnts,
see gags 20.
Total numheroterempllons clalme~................~..,~,,~,~...........,.. .~,
: : ! : : 1 - 1
: : I 1 .
7
d
an
b
9
-ID
11
12
13
lA
Isa
16a 17 18
75
2nP
27
Wager. salaries. tip6, ok fihacb Form(s) W-2
Taxable inlen&. A&h ScheiYule 8 il faquirad Tar-eumpc h&r&t Da nal include an Ihe & Ordinary diidenas, Aarch Schedule 8 if requked . . . . ..b ..a,-. n ..,. a.,... .,..,. -- .---.- -....-..-......,, I*....- . . . . . ..-- __ Tax&m relunds, credits. or offcurs of state and local Incam ues . . . . . . . . . ..I.. ..I...P..------- -....--..... , . . . . . . . . . . Mhony race-bad I...........,.~~~-~~~-~~..~~.........,.~~,.,,..,,........,,.....,...~.,~......-.--.-..............~~.-~~~~.~. Businass incama or (1055). Aaach Schwb C or C-G? ..,,.,..,,,,‘,,^,.....~*-,I.~.~~......,,....,.r.~,~.r.--..~-....__ cagkar gain or {loss}. Attach bch~~)e D if KQ@~UL I not nquired, check here . . ..__._____...-._ B 0 mar gains or {lasses). Actach Form 4797 _ . . .._...._______...,.,,....,......,~.,.‘.....l...-----.-.........1..1........---~.. Total 1Ra d$lrbuClon5 _.__ __.__..._,, 35~ ! b Tasmla amount mas page 23)
Total pensions and annulties ., ,.~. 16a 1 D TUPDtO amalnt (SUB page 231
Rental real sstata. royaltiar.~anReqnios. S cprpofations. bvsu, eto.AtLach ScttaUuIP E __ ___.___.,..,,,,,,,,,. Farm vlcome vr (kss). Ntxh Schedule F .__. _ ._._...._,._._._ _..__ _._____ . . . . . ..~...l,l...,...--.---------.......~..,..,,, un~7mpleymant compenraticto *......,----.....__----.---..*-....... . .._.~....,...,.I,,,.,.,.,-.,.--..~........,....,,...,,,,
Social securio; benstiJs . . . ..___..._ I ZDa 1 ] b TaaaMe amount (sew paga 251
ta 1 _75n I ~160 I
17 I c=91.592.> 79 I
other income. tit rybe and amount (see oaas 27) BWSEI/CHENEY PRES - TMS . FlUIN. INC
Incame
AnaCn Farmr W-2 anu W-2(I here. PlrG anPEn FurmIr) 1094l-A il sag ylas utlhhelfi.
ft you bid rwr get a w-z. fee paga 21.
Enclose. but do nbtaUxh,anr paymeflt.Also, @*a use Form 1 OQP-Y.
Adjusted Gross
income
24 Student loan Inwest dedu&on (ccc oaga 28) . . . . . . . -- ..-v...._ ___.._.v-s-.---q.. !&s ~rchw MSA daduetibn. Atich Farm BsS3 ..---. _ --_-_... -_._ _._..._. _ . . . . . . . . . .
26 Mowing axusssas. AR& Farm 5303 . .._.l-.....,.,.~..-....~..-~-.-.~~-~.-.., 27 One-hain ol salf-empiupent tax-Attach SdeOu18 SE _ . . . . ..--_._...........
Za Setf-amelo@d hcaUh )nru?aw dedudion (sea page 30) . ..___-_._... ,,, ,. 23 Ssfl-ernplayed SEP, slfbtPL& wd quriified plans ,1,..,....,1.............--..- SO Panaky on early withdrawl al savinos . . . . . . . ..*..*.*...........,.,.,.*~.....~.-...
aa pllmony pbid b hclplen~r 6SN * APd lhes 23 thraUQh 310 ..-,-.,--.--~~.--l...,,,~~.*....~..,~........,.,~...........-.
Doc 2002-9736 (9 pgs)TAX ANALYSTS TAX DOCUMENT SERVICE
bpr- -- * raml I”YLl,ruub, “UL.1.. ., . y Y4,.-.-- .-. e-e-.. .- , “..
Tax and 36 Amount Tmm Ane 33 {aajustea grw home) .-.
. . . . . . . ,.., . . . . . _ _...... , ,,,..._._._..,., ..I.... . . . . . . ...* .,. . . . . - . . . . . . . a ,,....._.._._ 811,100. Credits 95~ Chock it 0 Yau WE 65 or ola~r, [1 Ehd: !1 Spauw was 65 or older, u alad.
cJwuLa4 (Dr- Add the ~~nber of pores cnec!w abaue anu enter the l&l hem ,.* . . . . . . ,,.... a..,. ,..-......,..,, b ir~weammm ~II~~~WBIIJW~UI~I~- *. crp Hrn 4Iw-cwus ark+ ._____ -
i 139 l 44 CLiLw dU
I sn,+.
+50 01
Il+ao or 42
57 52
Uemh~n UeducWts (fWI Schduls A} or your siandwd 6edurrtnn (soa left margin) t...,... I,,....... * . ..-.._._.....
6ubtrwt line 36 lrom lintl 3d _...,......_ .._~.....-..-.....~...,...,..............~,,,...*--.~...,,....~..-~ . . . . . . . . . . . . .._...........
d IJnu 34 Is $99,725 or loss, muuipIy SZ,IiO80(3 by the tow number o?eelempdons claimed on lkre 6d. K&e 3
is ovtr 399,725, SUB the wwWuaat an page 32 --..1~11..-....,1.....,..,.,.............,,..,..~..........,,,~,,.~.~...~...,,.,,....~. Tllxabfe Income. Subttact tins 38 from ljne 37. If UnB 38 1s mgre than ffne 37. ontur-O-
a Form(s) 13814 ho Farm 4972 ..,..I. . . . .._...... ,...,.a .,,,,,,
Tar. CDeck if Isr from D ,...-...................,.. V.,..~..,, ..,..,,,,,...._..__...,,.. Aliernallve mkdmum tax. At&n Form 6251 .- .-.....,.~.....____.,.,,~~.. _ -. . . . . - ..--.... . . . . . . .._..._......... . . . . . . . . .*..*...-.
Add 1lnes 40 anti 41 ___._..,,l,..l... __ . . . ...” - . . . . . . . . . . .._..__..___ _ __.,, 250,221. Farek~n tar crsdit. Atacn Form 7 116 If required .!.....--..,a ,..,,, a . . . . . -...--- . . .._.. Credk Ior cnild and dapenuent UJIB arp~~~ses. Attach Farm 2441 ,.L.. -._ -.-......, Credit tor the efaerly or the disabled. ATWI S~hedub R . . . . . . . . . ..~.~r.....‘...rr... Education maI&. NWI Farm 8863 . . . . . . . . . ..‘......‘~...~...~.~------~.~..........,,. Ra@ reductlan CC&L fee me wombsat. on pa94 36 .,...,....,.....,...,...-.....,., ChUd tar craoil (sso page 37) I.....~~.,.,.._-.,~.........-...~*....-...,,.~..,.....-..,,,,,, Adoption c(cdlL A&#I form 8039 _ . ..~.......~......,....I.....---.~..~-._..........,,.,,, Otrwcredhfrom: a Tt Ponn38M t Lt Form 8601
b 1-].F0rTIm8
D 0 Form(spec~).
. ..-.._. _ __.._.a
Tartas 54 Social wcuriry and Medicare ba on tip irwsme not repof&aa to employer. Awn Mm 4137 .,.l.l,r..,~-..,_,...,,....
55 55
Tax on auaBBad ptans, IncluGng JR& and other Ww~md accounrs. AUaFh 5329 H reavlrw _._..._..,,.,.., ,,,, ..,
Aduancm earned incorne~rdlpay~fbhrn Fo&)W-2 . . . . . . . . -- -.-. _ ..,,.,..... .,..- -_.. L..I,,.- ..--.._..,.,,.. _ ..,. ~,.., 57 Housshoid smployman~ taxes. Aluch Scheduh H ..,..,,,~.~..,.--.-....~...*.,,..........-........~~-..~-..--.........-.~~.~.*..
----.a . . . . . . . . -- . .._.a...... 1n mm return ,,.......___
b Nnn(azaDle earned income-
63 Addlrianal child ht credit. AEach form 6812 I,....---.--- ..-...........-- - -__..,,.,,,,.. a 64 Amounr palo with reqws~kr arlanslon to file (See pa9e 51) .- -..--..*$,,I,...... .
nwnts. Cneck if from a n Form 2439 b 0 hrm 47 96 _,._. ,,,I
Doc 2002-9736 (9 pgs)TAX ANALYSTS TAX DOCUMENT SERVICE
hpr-’
” (Form lcw ~spam,,m, 01 uu T-W tnwnal Rwmu= SohIP ml PI- rrlwn M FPlm 10110
.-
VW. l ‘CYY.w cm .I”...-“” --e-w-.-..-
(Schedule B is on page 2) ZUUl D mtaen ro.Ferm 1~0. b See IrvHrutiiom for S~hcdulss A and 8 (Form IWO). izz&eTie. 07
*ar Soad ravm nw!a*
GEORGE W. & LAUWi We BUSH Medical Gautlop. Do not Induck a.qmrcr relmaund or Paid by uthays,
.:;y;-j F 3 ,.&&
and 1 Madal and dental expenses (see pew A3 II . . . . *I ,,... *1,.11,.. - . . . . . . . . . . . s ..-.-.-.._......,,. ‘1
Enter amount frem form 104P, Iin0 34 _.. 31
-:. l
Dental 2 , .-..1,1..1,,.,~.....~.~... i;&
Experws 3 Mukipiy line 2 abnm by 7.5% (475) .., . _ . . . . . . . . ..l.....*..__-...........I . . . . . . . -..- .-.-.. ..I,.. ,.,...- 13 1 4 Subirjclllne3fromtine1.ifline~ismor~th;ulline1,enter-0-... _. . ,~ ,,,,.,.,, .,.. . . .._ . . . . . .._.._..__._. I 8
Taxes Y 0t.h 5 SIat~andlocdincometsxes _.....,.... 1s -.........,...,...._~...-.,.,.,.....,.. ,.,,..q ,I....B..I....--... 5
Paid 6 Prral asrate taxes (see page A-21. . . . . ..__._........._.~.-.~~~~..~......~...,......~..~~~.....,.,,......... 6 1
(See 7 PersonsI properly taxas .:....-. . . ..~.-...~-_--......-.....-....~~......,.,.........-.-........,.~.,,..,..,.... 7[
PW* A-21 8 Omer 1.~4~. Uu rype and wmunl: .z-’
,AD VALOREM TAXES ---------11-----1-~----~- 18 823 kjgl
----,,,,c,, - * ---------c-m---- -----me------------w ,e 18,823.’
9 *dd~ln-5thrwm~ . .._.___ _ __, _ ,.......___._ ,-.. _ ,,__,...._.,,....,,.....~...~.....,..,,,,,,,,,,,,,,.,,.,~...,.,o,.......~... 1 9 10,823.
Interest 10 HOM mwt12n~e hterwt end wines repned to you an Farm ma ..__...,.,..,,._.. _ _____ J You Paid 11 Homo mortgage Interon not reported to yaw an form 1 OBK If puid te the pecan
irom whom you bought the home. see page A-3 and show UIQ~ puson’s name, ISee page A-:.)
identiiyina no.. and addretrs ä
p@j
-----.----4--w ------------------------- ?& ,
Note: Personal -_
11 -------------------c----------------- -
inWrest Is not deductible.
Gifts to Charity
12 ~ointsndreportedtoyoucn~1898.~SsepagleA~3 . . . . . . . . . . . . . . . ..__....... _ ___.. __.. ?2 13 Investment Interad Aru~h Form 4952 If required. (SW page A-3.) * ..,.., 1 . . . . . . ..-....... *‘I”. 16 Add h=s lfJWmw& ‘13 ,___...._.,,..__ _ .__.... I__.- ,.,,,.._......,.,....,......,,,....,.....,...............,,..... _ ___.____.._ ..( ._.., 114
15 GLfts by wsr~ or meek. tf you made any gM of S22so pr mwo. pr
SW page 44 . . . ..~~~~~~.........,,,,,..,...,..........,,.-.~.~~~.........,,.,,.,,..,.-,,--......~......,.......... 15 82,700- 16
11 you rnua a OIher than by cash or chetlc If any Qtk of $250 or mom. see paga A4
5i-x and pot a You must aReeh Form 8283 51 over 5500 ..,,,..,,....~.~~.~..~~.,.,,~*,~...-...-..~~.~.......~..... Esnefft for it. 17 see rraoa A4.
tarwvarfrom prforyccr ____._.....,,,...,.,......,.,,,,.........~ - ._._._____....,,..,....- _ _.____.._.__... 18 Add lines 16 IhrwQh 17.,...............,..,..,...............,.,,,...~~....,,,~.~.-~~...~~..,,....~~...............~.........-..-...- 19 82,700,
CasUill~ WI TheA Losses 19 Cssualry or tnoft k~ss@s~. Attach kwn 4684. (SW page A-5.) ..,,,,..._.._.._.__...................... _ .____.__.,,,_.__.... 19
ioe Eamtar Xl Linreimbursbd employee expenses -job tmv~, unicm dues, )Ob eduCetidn, etc. I$&= and Most
S$!
uuler You must attach Farm 2106 or 2106-~ !f requhed. (SW pwe AS.) &?.?
ä ++<
Fnfcellaneaus :““I$ ----c------------------I---------------- - Oeductionr 20’ q------f -m-----d- ----------------_c--- .
21 Tax pr6paration Is= ..,.......-----.-..-......,.... .-...a-.--...............,........-..---..m..... 21 1. , 250 u _.___._ 22 Othqr ekpanses - inwstm6nt. 9a(e deposit bar. etc List &pa and amoUnt ’
ä SEE STATE- 4 ------------------------------------- p'~, (Sf= IF2 page A6 for ez --,,,,,,,,,,,,,---r------------------..~~ t3xp6nsestD
c-:. F --------)~-----------~--I--------------- 2.: deduct here-) 11‘11.
------------------------------------- y!!
-_--------------*---------i---------------- . 22 33,441.
23 Add rieo 20 thmugh 22 . . . . . . . . . . . .._....._. * . . . . 9.. . . . . . . . . . . . . -- 23 ‘34,691. ,*....,._.....~.........--~......~....,..... _
24 EntwameUntRamFc4rmlDQD,llne3er ,,.,.-._..__._...........,.-. l*t 811~100-‘%!
25 Mulrip!yine24&0mby2%(.02l .r..____..........,,...,........---_ _ m... a _..,,.,, ..s.v.....- .-.--..- 2f, 16,222.
26 subtam line 25 from tine 23. If liis 25 b maw than line 23. enter 0 ,,,..,..-......_ _ . ..., ,,.*. . . . . .,,,..-m...... a .,.. 126 18,469.
oulw 27 met - fn~n rm M page A*. I& type and imoUnt Mlstelbnenus D- Deuuctlolas
~~~_,_,__c----------1-cl---------~~-----------~~---- ,---,,,--i-----~-------------------~-------~--- ___~~_,,____c------i-----~---------------~----- ----------------------------~-----~------------
47
Total 2~ IS Fwn rOso,lines4,sver$132850 (averS36,475tfmarri~fiW seam%)7 STMT 5
Iteminod 0 HO. ydf d&uclion Ls not llmirod. Add thu arntwnts k rhe far dem odum
Deductions for rim 4 thmugh 27, ~km. mar thLL mount on Form 1040. Une 36. . . ..-..._.____ b .=I 99,647- m Yes. Your dducticm may be Iimi-W. See page A-6 fortha ~~~euntto enter.
?+..“: ,I&&-“, ‘;( ‘,:‘“;~~i.‘> e,.-,&;::‘r b. ,g .=‘. ,& ?‘1:J-; *,q: : ‘;yf 4-3 ,T;“. ~->:=e; ‘~~~~,- ..‘.A... -_
LnA For papendork Reduction her Notice. SW km 1 w hIbwio= Sehsduls A [Farm WHO) 2091
:A%? 7
Doc 2002-9736 (9 pgs)TAX ANALYSTS TAX DOCUMENT SERVICE
04/l 9/o.? FKI 14:56 FAX
O-i/18/2002 THI: 15:03 FAX Apr-l:b.
@loo5 @Jo05
-em - ,.- . . . . ,_ .., -. . .
- ~~~.n~~m,llYo.~na~~~nynrMJUY-~n~il-npn~).
-1 -
--Mamunumcu
; ;
. GEORGE w- L LAURA Fs. BuStI 10
Scheduls E - Jnterest and Ordinary Dividends
Parr I Interma
Note: If you rsceived a Form roac4m Form 1 oSWX+, or subclltute
s:ateinent from U brOkSEiQ6 fi?lh liit 1 he fimY% name ias the payer am ~&IT rhs t&d hPwmst shown on that ram.
Part II Ordinary Dividends
Nste If you yeaiY&~“a~4rm
sua8tihrte statcmonl from ;L nfokenge firm. Gslt.s~rmE
payer and enter 7i-m ordinary &&ends shown on rhiil fotm.
I llsi name of payer. If any InkreSt is fram a SQ#Wfmm%U rrW@gB and tha buyer used the
propmy ms a pasmd residence, see page EW W-M IIS! Ms Intwest flraf. Also, show that buy~r’a e&al zxcxktity number and addmss b
BAN-K ONE WELLS FARGO BANK TEXAS BANP OF 2LMERfCA FRO34 K-l - THE LOIS-8 STAR TRUST i?E% x-3 - GWB RANGERS CORP- FROM K-l - NORTHERIU_TRUST CO AS TRUSTEE FROM K-l - NZN-RY G. FREEMAN JR TPUST
2 And the amounlb 2117 line 1 . . . . . . . ..I......... . . . . . ..~...-.-.~~.~_.~...*..........__.......~....*I..~,~.-....~....~,,....-.-~~~... 3 &ca~uablp Intercat on sades EE end I U.S. syinw bc+~ds kue$ aft;er t989 frarn firm 8878.
line 74. Ynu must snack Form 8825 -.----..-~...~...................~.,.,..,.,,.,,,,.I,..l,....,l...~.......~.-...-....~.,.
NCI~Q. H line P 15 over $400, you must complete Part 111.
5 tit name at payer. k&de only ordinary dGdenc&. If you WC&M any capital gain disiributiens.
see the in@udons far Furrn 1040. tine 13. b FROM S-1 - THE LONE STAli TRUST PROM K-l - GWB RANGERS. CORP. FROM K-1 - PORTHm TRUST CO AS TRUSTEE FROM K-l - HENRY G. FREEMAN JR TRUST
J
--EEL 14 359,
2 033" 15,706: 11,707.
5 E
t Note. llllne6 is over 400 ow USt Pan: 111 Y~IJ must arqlete rhla pan k ynu (8) had OVQr WO d t-s interti a ardlnary dh’idaneh; (b) had aforoiqrr mni: Yes UP Foreign bJ
ACCO~ 7a AI any he during 2001. did you here Go7 intiM in or a a~gnatllna of Qlhar authodty aver e tkten@al my<; .y .‘- :
and accaunl ifs a for&n ccwtr#, such a8 e bank accauni. secuilies account or ether fhandal Pscount? . . , , _, ,,,,___ ,.___ X “. -
T~5lS tr tf vs.: sneer the name P? vlc lodgn cama ) 8 During 2007, d& YOU rsceire a di&kubn from, or war0 YOU the ormar of. or Mew to. a lc@sn tW6W
t775l1 y lea-al If -‘&ES,’ nu m haVQ t0 fibs Form 35 0. se0 k=9e 6-2 .____. ._I,. . .._ _.__ _ ._..... .._,,....... 04, . ----.-- . . . . ,. . . . . . -... ,. . . .._
WA For Pa~rwork Ftartucrirn ASK Nti-k’+ See - 1Wo iW3UUttiorrr. rikhedulc B (Farm 1 orrq 2001
8
Doc 2002-9736 (9 pgs)TAX ANALYSTS TAX DOCUMENT SERVICE
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kCHEDULE C-R Net Profit Frqn Bwiness (Form IF01 b (Sole Ptopthorship)
” Dspaasva& d InsTrPlsun (Rgl ) ~~rlnorThiph,joial~enlu~t,eI~.,m~~~ile FormlO PrlPI-8.
l”UITO, parsnue SC!-+ b AMeh 90 FOrIn lOHI of 1041. b See trwru;~!o~~S.
bma af prcpriotoi
GEORGE W. BUSH [q(gI$$q General information
OM8 rln rSlbac7e
2DO1
%%-&. 09A Snelal oecurir~ nufnbcr (SsN)
I
You May Use Schedule C-E2 :
tnsread of Schedule C Only If You;
l Had business srpebsas of $2500 or lass.
- Use me casn mechad of acccoundng.
l Did not Owe an in\rentwy at any the during the year.
- Did nrd have a net loss tram your Dusin&~.
l bad mfy PIM butinass as a sol8 PlOPWDr.
r And You:
”
l HA no cmphyeea during !nc year. !
l h-e not rqulrad lo flk Farm 4562, Deweciafion an0 martiutbn, k3trhlr bu9ioass. Ste the inrlrucllons for I
Sohedula C, llna 13, on pag~l C-3 to llnd out I you mw fi(8.
l 00 nol dedust axpens~s lor business uee ot your hme.
l Do not have prior *ar unailobvaa passiue rcllviry If~s0es tram this burlnesr.
&I, Principal Dus4rasS nrprofeesicn. InJudlng product or service
h GAS PRODUCTION .
E&-ass nama. Nno separate business name, leave blank. &E LONE STAR TRUST
B Enmr cnue mm pages t-7 & a b 211110 I
0 hployer ID number (Et& if an9
E Business addrars (In~udlog sd$ nr mom no,]. Aoore&s net nwirnd itxwne as on Fnnn lOti.pa$e 1. ’ P.O. BOX 3362 city, cad or past affice. shle. snu ZIP code MIDLAND r TX 79701
,T&gqgg Ffaure Your Net Profit ._
1 Gfors recelpa. Caution. lltnis income was reportsa 10 ycu an Form w-z and tie ‘SPhitcw employee” oox oh tmt form WPS checked, see Statutory Employees in UIO inrtruclions for Ccnrdule C, fine 1, on
page C-2 and check nwa.. _____.........._.......,,~....-.....,l.....~... SE$ STATEMENT 6 b a 1 L .,I.-..- . . . . ..--_....-... .,.. . . . . ,......-....._ *.*.. ,,,,,.,,.. II 155 - 1
2 TalaL expenses. If more inan I2,500, youmusl use Schedule C. Sac instrudlens SEE STATEMENT 7 ..,.....,.....-.............,,,..... . . ..a..., 3 ..,.,,,.. I
3 Net profif.. Subrnd lie 2 from llob 1, It less lhan sera.you nUt UJO &hsaula C. EnlPlr on Furm 1040. flna 12, ana am on Schedule SE, line 2. (58Cutcry employees aa nor r~porirnk mount on Schoduk 6E. line 2. Esbrer and tktb, inter on Form 7041, line 9.) 3 ___._ ,.....,.~.....~...~.........,.,.......‘,~...~......,.,.,....~...~...~..~.....,~,.. . . . . . . . . . . . . . . . . . . . . . . . ..~....
Information on Your Vehicle. Gomplore thlr pan only ti you we cfaimhto car or truck expenses on [ins 1. -4
d When dfu you place your vehisie in servica for bwineSS purpas;es? &flOldl.UaY. Yaon b I I I
s ’ M Ihe total number of miles you drous your vehicle dudnp 2001, a&r Ule numbor 01 fnk you usel your whlcle for:
a Susinsss b GommuIlng cOuinr
6 00 YCJIJ 1 oryaur spouse) nave awurer vehick aulilPbk w p~~~eluso? _.___.......,........ _~ .-.-. * IS... ..-* . . . . . --_ .-I..e...e.._.....,.. *,* .,....._.. a., n I!=. m No
7 Was your which 3vaiiabie tar pemanal USI during 0fl-W hfiua? _I...___...........,.......,~....~~......I.-...... -.---.---*.........r.....~.......,~...,. I-tres ONU
Ba Ooyaq naree~inencstP~lpDo~yoUrQWuC~LII? . ..-.--.....,..,-..-.- ___ ______.......... . . ___.._.,_._._.. ,...-.--.-- . ..-........... ,, . . . . . .._..._____. . . .._ .,,.+Il r”7 Yes 0 NP
I) p ‘Yes l is Ihe &JenEe w&en? _l.l...,..,,,,..__.........,....,......... _ . ..___._...,................. ,.... ,s.-,.- . . . . -l.---.......Y..-..-.....,---... .--..--ss-~ Yes 0 HO’
LHA For Paprwrnrk Relwtbn AEL Malice. see Form quo ilutib*. SchtWe C9 (Form 11140) Zu0-1 178341
rrJaE41
9
Doc 2002-9736 (9 pgs)TAX ANALYSTS TAX DOCUMENT SERVICE
a. ..^ -̂ _..
a*. .LL--- -
fmnl7640) .
DlpVoMFOf rnT~W hIand Rauanue SMly ml ,
N.M”@JbWrnW~~~~
tOJJl&aI Uzrll Ib al&l lnu33ts:,
b Attach to Fern, 1040. ) 8ea Inshsdc.ns for Schedule D (Form 9440). I
*mu md aaaJmt ““Ins
GEORGE W- 4 LAURA W. BUSH I-- ! “&#@ Short-Term C&pita/ Gains and Losses - Assets Held One Year or Less
(a) ~a~~rfen or rq.w ;LU;g (8) 6Db Dfkm ld -41 w
~&man-w~ 1MPh rf2e.i (f) Gain or (rwt)
(Cl me ado I”,
1 [ I
Enter your shen-wrn totak ..1.....1....,1.11.,,...,.,,. m1111111*1 Total shart-term salcc ptict emaunt!&
Pdd lines ‘I MO 2 in column (d) -....,..........--..--..-.,.I-.-
Shrrlt*tsrm gain frwn Fwn B262 and short-term &II or posSt from Foms 4686.6701. and 6824 __...,.....,..~.~~~~~......~,.,...,.......~.,.,,..,~,,.,..,........~.~~.~~.....~.~..~... 6
Net short-tertrm gam or (loss) from ~nekhi~. S cor~iOn6, e~tihIa0, and trusts from Sohodule(a) K-I _.......... -.a.-- . . . . . . . -,-- 5EE s’JJJ=YWXR...@ . . . . -,-.-.-...,ll,~.LI.l...,..~.....~.~-....,,...,,,,,,.,,,,,~ , 0
bhm-terrn spiral loss c;rrryovor- Gnt, the emount, if any. frwtt llne 8 of your 2oDQ capital LPI55 carryaver Wa?~e.sl . . . . . . . . . ..--..-.-..-.....-...........*....*..............--.-.~~_.....__.......
Not shon-tern tap&al gain or [bss)- Cambim lines 1 thfwh 8 in &M~NI (fj. ._. . . .._.._. ___ 7 I ..,....,..I..~ ------- c:
)@iij:~:~ kpng-Term Capital Gains ahd Losses - Assets Held More Than One Vdr i& q-j ; ,>i
la) oecrl~00n 01 pi -_ --- ILWnw~Msu.mc4 IL! !t&z (S)b;rs Ed0
ta)-wi- @I CQJIa Lll6aln or M~e5~ tvl.Z0% rate gain WmroMb &anmtl~mmlq
ot(lPss) - ~5~6 Imu. bnor)
9
10
11
72
13 ta
16
16
f2&3r your kng3erm tofals
-ratEI kilag-tern selss price Pmounts.
Gain from kxm 4797. htt I; lan#dm gain bun hrrrs a38 end 6252: and I
lonpmm gaiq or (#os) from m 466U, 6781. and 8824.. . . . . . ..--. i --_._.-_. . . . . . . . . . . . . . . . . ..,,.,,....-. - 11
Net br@rerm gain or (lass) from parm@rshipr, S CQf’Poraths, ast91es. and tN8b >frnm Schedule(s) 161 . SEE . ..rn m2lxEHEN~.~~~~.~ ..,,.,.,...., -1.. . . . . . , ..,.I ,,.I.....*.*...‘.~.,.--....~ . . . . . .-. x2 55,126.
CapM gain ditiknionn. 13 . . . ..___.__ ___.- . . . . . . * . . . . . - . ..--....*......e . . . . . . . . . . . . . ..I... I I,......, a,.*,,-... . . . . I-.I..-
Long-t- cap&al lass carr$wer. Entarr in both columns (f) rztN (e) thn amount. If any. from Jine 73 of your ZOO0 Capital Lass Catryavar W-4 ,....,........,,...,.,.,.....,..~..~~~~.....~~~....,.....
Combine lines 8 thrcugh 14 in c&m k?) _ ..~.,~.,,.,.*,,1,,..~.......-....~...~.,......-~~.-.......-.~~~~~-.~~.....~
N~IC long-lomn coral gain or f&as). Cumbine lines B through 74 Ln c0lWll~ # .__.. . ..-......, b Id- Go to PaflU m page 2.
* 28% rate =Ln er ~~~~cludtas &t ‘cdkdbles gains and ~DY and up tm 60% of the e&let gain on qwl&Bd small buGmess SWk. Ses instructioos.
WA For Papar~aN btedvdan Acl ~Miu3, SW fhrlt ?m i&rIJ&OW. S&adule D kwm 1-0) 2001
lz25ltnPLgP1 10
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- Apr - .” :
.-
b SCHEDULE Ji Supplemental Income and Loss OMB No. 75459074
Form 1040) (Fram rerrCa1 maI estatn, royaltlas, -orships,
S corpemfi~n5,0state6. trusts, FGMICa ek) ’ 2001 i oq2armwr .I bu r-m lnfamuFlsud,rrr~ (es) l Pnasn to Fnrm 1040 w Furm 1941. b Sea In5tfutiins IDT Scholule E (Form r04q
name(s) sbwn on return tow SOCbJ sesurifv numQer
GEORGE W- & LAURA W. BUSH Lea;Fj
I- Yaw IIYOU are in thn business of ronring personal pnrperry, WI income or Loos From Rental Real EBtate and Royalties
t
I 1 shw !ht kind and locatior! af WA rental teal astlb prop&f: 2 Foreact~ ranwl raal estate properly Wed 1 Yss Na
A on Ik~na 1, did yau of yowr famiiy use it
ONE STAB TRW!YJ! - ROY~+.IJTY dutiig the tax year ler Dsrronal purposes I
for mm man tne glealer at l 14 days.Dr l 10% of Me Wel dsys mnlsd at hi!
ranul value? I (sne page E-l.) .C
3 f~rn~ra=hd m....,.... a.,( ,,a, a ,,,.,...,,....,...,,,.. 2 4 Roygl@&5 fwsived . . . . ..-.......-... __..-..p ..,,...,l..l, 4
Expenses
5 ~ovenising ..,,,.,.......---._.....: . . . . ..-...._-..-...-.-- 6 AuCP and 113W (set page E-2) 6 _ ,.,-1..>1,,.*1....*1 - 7 Cleaning and mainlivwce . . . . . . . . ..L..._._.__....... 7
B tnmmis6ions ,..........-..-.... .._ . . .._ _ . . . . . . . . .._..... J-
Q rn6um-m . . . ..__......- _ .--._. -..-.._ ---..--.......,,.*., 9 10 Legal and Dther pmfesslcnal fens ,,* ..,,.,.,,.___,. t 10
73 hlanawmwtfbe5 . . . . .._..._...______.....-......--.... .& 12 Mortgage inraraapab to banks. etc.
(500 PJQ@ w . . p__._I.. I . . . . . . . . . . ,, ,..* ..,,.....-..... 12
13 Omerimerast . . . . . .._ _ ..,._._.._____.___._____ _ _.___ __._. 2 14 Rrpaifs . . . .._......................... _ _......,(..,...... I 2
15 swm5 __.. _.....,,,., ., I . ..__._ ._ .._............ ~ . .._.
76 Tares .,,,./,..._......__.~..~..........~.......~..~.....,,~ i7 llviis . . ..__................--..-... ~ .,.,. _ ..-.--.. _.._. 17 18 other (Ih) b
SEE STATEMFX’NT 11
18
19 Add linesL?through 18 _ _ . . ,%, ,.,,,..,,,1..,.11,1..~..~ rs_
20 oeprecialion expense or aawtian (see page E-31 _._...,....,......,.-.....--...-....-.---. ja
21 Tail eqtenses. Ada lines 19 ana 20 _“__ __ __.___... A
22 ~namm or (loss) Jmrn rental real osb@ or royalty proponies, SuPtrxf llnc 21 from En0 3 (renrsl or line 0 (myalgfis). If tfie IRSUP is a (Ws), +BB page E3 to tincoulIIpcrm~stfi)eFo~6188 .,... , ,.,., ,,.,.%. 22
23 Deau~rlb~e rental real esllte toss, Caution. Your renlal real estate !oss on Une 22 may be Iimilad. Sat page E-3 1r~ fin6 out #YOU must file Form 8582. Reel rslata pr&ssionaJs mvsc camplete mfe4t an page 2 _____..___...-... a
24 Lwpme. wb pusitiue amoms Nwr~ an lins 22. DO Mt
L I
in
Pf ODCtiE5 TOWS A ! B c (Add colttmns A, 3. and C.1
, <.: t.. _‘- e :- -:-.
I ~_
. . . .
..< .< -.,
1 i
“1.e I - .“W .-.. . . .
i<;,,::
I ;;;‘:I ;; . ;:::y
/
I :i:i+.
1 1 Q* :. . . .- * :::< .,.r 1 ,; 7.: :,I
I 1,069.
I
1,069. 1,069.
f , cIude pny l~ssw _._._....., . . . . . . . . . .‘a. . . . , . . . . . . q ..,..._._.._.-----..---~...~.- -.... 3,133. I.
ts l.orses. AOd myalQ lossat twn lina 22 and nn!al maI estat0 lppges frnmkls 2S.Enbrtnhl losses here .._ -....-_........-.*....,....... . 25 ( -1
26 T&J renbl rerl t~lnle snd rap@ home or (lack). CumDl~h IkM 24 Md 25. Elltir ols resul here. If Parts 11.11I. IV, and tine 38 un gstgs 2 do nat apply ta you. al60 BIN Dbii unounl on Form Wta, he 17. 0v1eruise, l~a12se tnl5 amount in tns btaal on lute 40 on Pa@ 2 _.., .,,,., ,. ,,,_ .__,__..___._._._________,,. _ .,.,.,,....,,...~..,......., _. 26 _ 3,133.
LHA For Psperwark Red&on Asl tk%leq FBO Form 1040 insburthm% 12 ScheE~l~ E Farm ‘104012Dm
Doc 2002-9736 (9 pgs)TAX ANALYSTS TAX DOCUMENT SERVICE
- OnrrwrD+?n10rVJZOJ? GEORGE v. 4 LAURA -v - BUSH
Lg!$&!ll:!;d Taxable Gain or Deductible Lass 17 WMne lloee Tand ‘16 and emer the resu&. tf a ICY%. gc to ltne la. If again, enter the geln an Fom ln40, I I .
1B
b-,~ X.3, Bnd cornpI& Fam 1040 through Ms JB ,.,,. * .--.....,.. **..A- . . . . . ..,......-.-........II,.~...~-----~-.~...~....,.....,.........~,.
,N~SIZ l If both Iincc 16 and 17 are gelns and Form ‘1040, the 39, Is mcro Khan Zc#a, s~mplescr Part IV Mow.
a tm~isa, skip the red of Schedule D end ebmplete Form 1040.
I! line 17 is B iass, enter IWE and on Form 104G, fine 13. U’IO cmalleroT [o)that IWX at
Lb) [83,UX11 tar, H married flllna separerdy. ($1,505~l.TMn complete Form 1040 through llna 37 . . ..__._____.._.. ~ . . . . . _
Next: - If the Ws en line 17 is more than the kass on line 18 ec If i+n 7040, line 37. is kss than zero, skip Pan IV below and complete the CapiW bss Camyovor Workhoe ail page D6 of the insvuctions bBfor$ &-j~plering the resf of Form 1060.
SEE SZ'ATEMEW 10 - Qlnerwko, skip Pm-t IV bobw and eomphb the mst of form lO40-
from llnc l? of zhhe WQ
instrudkns __ ______...,..._ ..I.. .,,...I, I..,.,. . . . . . . ..f. -
#t aine ‘1~ or line 7 9 is more KIWI zere, cernp~ote the on ~QS D-4 ottha inslruaions to figure the rmoumt ta anbar an Enes P, a, urdr0
below, and skip all other lines below. Otharwke, go 10 (ima %I.
20 Enlor your t3xaSale income from Form 7OWllne 39 .~..‘.....(...~...,,,,..,.....-....,, 21 Gircrr the smaller of line 16 w IIne 17
of Scheaulo D..w .I__..., ,,, ,.___._._.--_.a.. . ..-. . . . . . . . . . . . . .
22 I1 you are deducting rnvestmenr Imerest sxpensa on form d952, emer the amount from Form 4952,
lina Ia. Orharwlsa enter -0. _..._,__.,_..,,...__.~~...,...... 23 Sobtm line 22 from Une 21, If zero or kss. enter 9 ..*.,.....,.,,,.,,l....-.....-.*,....~---. 24 SuMracK fins 23 Ron line 20. If 7.130 or 1~9, WWr Q ._.. ~,.,___._...____.....,,...,.._.._.. _.
25 Figure the tax on ths amclbnc PII iins 24. ti the k %kFie of for be SchecUes
26 &ta the stiallar Cf.
27
28
29
30 31
l The amount on lina 20 or 0 546,200 if married fiIiC!g jointly or qudfyyhg widow@@
=7,050 3 wgle: _..__...,.~....-..,...,..,, $36250 if beau of t?WSehQl~ or
522.600 if fnarded flting aeparateiy
11 fine 28 is greater ,wn line 20, go to lime 27. Qlheruriss, 6kb llnoe 27 Umugh 33 and p io line YL
En&r the amcunl frcfn line 24 .~ . . . . . .._. __* . . . . . . . . . --- . ..I.. _... a** . . . . . 4. ..,,.....,,,, ,.s.....v
Sub&z lina 27 lrem line 26. If zero or Issr;, @War 4 go to the 34 .._-.-._ - ___..
htw your quslKied S-par gain, if any, lfcm Wte? of the worksheet oh Pa0e I58 . . . . ..___.__._....._-.--.... , &ger the smaller of line 28 or Iins 29 ,,,.,. N . . .._.......-. --_.. .-. . . . ._ . _ . &&@y fina 30 by 8% @8) __..,._,._..,,_. _ . ..____... A..- __.....e.--mm_. , . . . . . . . . . . . . . ..-...s.I .-.----.....I, . . . . . -.
32’ Subrmcl line 30 from tills a ,..,,.1,.,.,,..,.1.........,....~ .*..._....,.,,..4..-............,..--..--.
33
34 35 3s 37
38 39
CrD
MultjpiyI(ne32 by 10% {.I01 _______.__..,,,..___.~~..,,,..~...~~........~.~. _ ..____.,.,....r.l...............---.- _ . . . . . . . . . . . - . . . . . . . . . . . o,..II
lfme amounts m ~prcs 23 end 243 we lb same, skip lines 34 through 37 Jnd 510 to line 38.
&br the ~mam d line 20 w iihe 23 ,,,. __,__ _...,,.~.._ ____ . . . . . . ..-*....._..... s,.-.---.-.- .-.. . 34i r mer the smeunr from line 28 Q rine 26 is bWik. entmr Q-3 . ..*..-..,.l.,...,,*,,.......,... 351
$ubnacr line 35 froln line w . ,.,,,,.,.,.,..,.........~,..,....,..~....l...l..........,.---~.~.......... ,361
Mukiply he 39 by 20% up) .,....~,.,,,,~,..,,~....~.,*,,,.~..~.~......~..~~~~..~.,..~...~~~~~,...“~..~.-..~.~,............-~~...........-
&#!~Ci26,3l,%.and37 ._.^.,.-,,___-1.1...=..-....,.,......-.--.... . . . . . . . ..__.__......... - . ..- _._ . . ..I....... --..,...,,a I,.. m . . . . . . . ,. ,a FQUEI me fa on the amount on tine 24. Use theTaxTaMe Or Tax Rate Bchedukx% whkjwwx ~PP- _.I . . . . . . . . . 3B
h on ~11 bble --cpm ~nJucling capit,& &XI). Ento? rho Em&or d line 98 CS line % hera WICI on
Form JDQO, jjf,e 40 ..______l.,___,.l... ____,,~_,,,~,,.,,.__..,,.,.,,,,.......~....,......~. _ _..... ,- .-...-.- _-..- . . . . _ w........ ..e,>-..- . . . . . . . - . . . . II-- I,'= 1
las%z la-2s-m seadarts 0 (Form 1900) 2DOl .-
II
Doc 2002-9736 (9 pgs)TAX ANALYSTS TAX DOCUMENT SERVICE
,.., -, .atu*t, *,I ,*.. “V l,u,cllW 111.m o,y l - l RwIw 111.m I) =-u”I,eub Lyyc 1.
NOC~: farmh~ orllshshinp W Schcaub E, you must enter your 9~~6 on 11n0 41 below. fi& &se pr0fessicnalS IlWSt c0mpMe Lie 42 b&W.
rp.&$&/ Income or Lo% From Pannerships and S Corpomtions Naze: ff you repon a 10~s from an at&k a~twy. you me check ehher column on line 27 ro deccribo
Paaive Iwome end Loais ~e~p8~iVs income and
A I a 1
(d) Psssiue ius6 allowecl (ranch Fenn 6582 ii required)
(ttl Patslue Incamu Itom Schedule K-1
(I) NonomcCa loss from Schedule Km1
a, se&n 170 expensr oeouclian
(k) Nospa:atve Income Tram sched~~o n-1
from Form 4582 9,928-
84,797-l
-
El
2Q TdalS ,,,,.,........-
b 70~15 .____........._
I , ) _
;,;:,+;;yg~~; I; -&&$k ~~~~i~~~~C,,~~~~~-~~~~;i .p, I ,,“..(.I# *. .,.~,, _>I... . ..- .I- I . :-:-->r; .; A; 5: :;;; r:&$d ;“.%I 94,?25-[
;‘;->.,.:- ).). 1’ .-....;. r ._.. ::*;*,: ,..‘?L . . . . . .m I.... . .~r:‘,:‘~‘i’:.-s:“,::: ::,y... ,* :::;
25 A& calomns (h) and [tJ of line 25a ..“‘,““...-‘...“,~...--.........-.-. -_.._.._ ~, ‘i”“‘...“.~“‘.,......~~............,-,,,....,,,,,........,...~.. I 29 I
so ndu columns (gl, [il, and 0) of line 281.._..___.,_.......,.....,,,....... . . . . . . . . . . . . . . ..-.-.-........... ___ . . . _ ._..., II, .~~~._.._..~~...._..._.____.~~~ (I, . 30 if 94,?25- 1 37 TO~BI partnorrhip ma s corpontloh income of (lars). Combine lines 29 and 30. fm Yre
rsswt her0 anrl incwae in the lalaf on line 40 below _.._. . . . . . . . . .._....“._... ,....._..._.~,,,...,...........~.,,,~,,...,,..... ,.,.,..,......-....,, El <34,725-B ~.p~~::~~;~ Income or Loss From Estates and Trusts
32
A I SEE STATEMENT 12
ial Nama @I Employer loentlfWian number
B 1 I Pax&e kbmu and Los6 f NonfaasaiUP Income and Less
(G) Passl~a rPaclucdon or Ion aflawed ill) Passive kcm8 16) Oiuludon or lrtas tram Srhsdula K-1
(It other income from W.WI Form BSSZ! II repulmd) from Scnenule W-7 ScheduL 6-i
A i , 6 1
,
93a Top,16 .,.,,.,.._).. I ..,,.,,.., %?>
0 fcM5 .._._.,........____...-- ir’[f;iQf,.j’. .:..- cM..!WL,. I,.,‘.:; .:.*.. “.‘~e;.zi;~~.t, ,:*:.-. “.‘:‘;-.,y-,;;...’ .‘il -.:;=‘;
. .< ,.*. I.,... F^: -‘1.- I&’ --.::.:,y-: ‘y.:.:.‘” ..: , \_ . ! . ,+ ;&.? .,< : 1. ::
34 Ada comns (d) and (1) cffinc,33e ._-____ ..,,,..,_.,...,,.,,.,.....~........,,,,,....~.~.~~.....,...~~ _._ . .._. _ . . . . . . ..___.__...................... 1 ,,.,.
35 iida rolumna (~1 and (a) 07 line 330 _..,,,,.,.._.._._..,,,....~~~............~.~.~..~.~.....,.,.~......~........... _ _.____....ll,_l,...,..,.,...,,.~.......
96 T~&al astilts and trust income or (loss]. CornDkre linss 34 and 35. FXer tic result hlrrn and inclyda in the total on lina 40 below _~..,...,__-.,--..-...,........... . . . . . . . . . . . . ..___............... < ,*...,........,,I........-.-.~~.........-...-... I
~~&$y#kj lncomrs or Loss From Real Estate Martgage Investment Conduits (REMll;s) - Rssid% Holdw
37 (al Name mj EmWw (cl Frc0ss lncwlan tram &$$!$$$~&e& (16) Income twm
iuenrka~ion numiw scmws 0. the 2c llne 1D s~nmos a, rtft2 3b
I , 1 I I
,
38 Combine columns [a) and (8) only. EnLvr the fesull here and IncluQe in tne total an ffns 00 Oeiow . , . . __ _ . . . . . . . . . . . . . . u.. I 38 I
~p&&.$fc~.~ Summary + ENTIRE DISPOSITION OF PASSIVE ACTIVITY 39 Nst farm rental incorns or (10s) born Form 11u6. Also. Wpkte line It Oelow ,.-.._._.,,.,.,.,..-....,..........--~-.-.-..~.~....,......-.. 59 I
00 Taral Income or (kss). CPmbine ha6 26,3l,s6, S&and 39~fnlsrtha result h@n and on FarmJOPO. Iii8 17 , - ...” .._..._.. , b * bD( 491,592.%
41 Recantlilath ol Fmnlnp ana Fkirnlng lnenmt. Enteryour gross IanWng and fishUlQ ~ncQlTl0 mported on Farm 483s. line 7; Schadule K-l (Form l&s), lb@ 15b; SchsdUb
K-1 (Form 11205). line 23; ana Sckedute M (Farm 1041), line 14 [see pI~6 Ed) .___...,._,.... 47
62 fleconcilallon IDI Real ESUW Praksslanak d you wan a real u~te proW?riunal.
13 .’ .
Doc 2002-9736 (9 pgs)TAX ANALYSTS TAX DOCUMENT SERVICE