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HomeMy WebLinkAboutANNUAL COMPLIANCES FILE 2 OF 2_AFFORDABLE HOUSINGao09
0 •
CITY OF NEWPORT BEACH
1•_._0_011�_ .,.
September 17, 2010
Irvine Apartment Management Company
Attn: Barbara Breton, Senior Manager
VILLA POINT II
110 Innovation Drive
Irvine, California 92617
Re: Villa Point II - Clearance: 2009 Annual Tenant's Certification
Dear Ms. Breton:
Thank you for your response to the 2009 Annual Tenant Income Certification monitoring
request dated May 21, 2010. Based on the documentation submitted support household
income and monthly rents charged, all occupied units are in compliance with the income
limits and allowable maximum rents in accordance with the recorded Affordable Housing
Agreement.
If you have any questions, please contact me at (909) 476-9696 ext 220.
Sincerely,
Program Consultant
c: Clint Whited, CDBG Consultant
3300 Newport Boulevard • Post Office Box 1768 • Newport Beach, California 92658-8915
Telephone: (949) 644-3200 - Fax: (949) 644-3229 • www.city.newport-beach.ca.us
40- #
Fran Meyer
From: Barbara Breton [bbreton@irvinecompany.comj
Sent: Monday, July 26, 2010 4:08 PM
To: fineyer@mdg-Idm.com
Subject: RE: Villa Point II 2009- Cert. Request for additional Information
Hi—
t. M/0 was 5/29/10
2. M/O was 4/29/10
1 show 2503 as still affordable. The switch I show from 2008 to 2009 was the removal of 2422 and the addition
of 2338.
Barbara D. Breton
HCCP, C0S,C10P, NCP-Exec., TaCC's
Director, Affordable Housing Compliance
Irvine Company Apartment Communities
110 Innovation I Irvine, California 192617-3040
Phone 949.720.34761 Fax 949.720.5257
bbretonAlrvinecomoanv.com
0 IRVINE COMPANY I APARTMENT
sinoo fs6 COMMUNITIES
Please consider the envimnmeM before priming
From: Fran Meyer [mallto:fineyer@mdg-Idm.com] /
Sent: Monday, July 26, 2010 3:49 PM
To: Barbara Breton
Subject: FW: Villa Point II 2009- Cert. Request for additional Information
01/
Ms. Brenton,
In review of the documentation submitted for the 2009 Annual Tenant Certification -
Villa Point II
I need to following to complete clearance:
1. Termination of lease, vacancy date for Unit #2407 for previous occupant: Branigan
2. Termination of lease, vacancy date for Unit #2503 for previous occupant:
Bewli/Arora
I notice for 2008 this unit was reported as affordable, but for 2009 the unit is
replaced with unit #2424 as vacant. Is this correct?
Thank you for your assistance in the matter,
Fran Meyer
LDMAssoclates, Inc.
10722 Arrow Route, Ste #822
Rancho Cucamonga, CA. 91730
Phone: (909) 476-9696x 220
Fax (909) 476-6086
k/
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IRVINE APARTMENT COMPANY
Villa Point II Summary as of May 2010
NEWPORT NORTH
Affordable Housing Agreement- dated November 13,1990
LOW. Villa
Points If
# APT.
RESIDENT
FLOOR
# OF
MOVE IN
MOVE
Household
RENT
RECERT
NAME $TTP
SIZE
OCC.
DATE
OUT DATE
Income
DUE
128
tA Needham
2+2
1 2
r 4130/10
NIA
$56,897.64
$1,575.00
6/01/11
234
Galindo
2+2
1 '
10/02/98
COG
$47,085.84
$1,485.00
6/01/10
`-
242
Antilla
1+1
1
9/30/05
CDC
$27,035.00
$1.240.00
6/01/10
ac-
249
✓ Torgerson
1+1
1
2122/08
COG
y$50,500.00
$1 336.00
6/01/10
1140
r4 Navarez
2+2
2
7/18109
Tax Refurns e$12,520.00
1.595.00
6/01/10
-%c-- y
1205
Coghill
2+2
2
8128104
COG
$51,942.00
$1.485.00
6101/10
144o
Yeager
1+1
1
9/12198
COO
$18,483.00
$1,240.00
6/01/10
t)k—
,1528
Greenberg
1+1
1
3/08
CDC
$38 950.00
$1,296.00
6/01/10
`-
1558
Dinari
1+1
1
1/10
NIA
$50,142.70
jj $1250.00
6/01/11
2338
IA Lippnik
2+2
4
11/10/09
Tax Re urns
$44,045.00
1,595.00
6/01/10
2341
Klein
2+2
1
9/11/98
CDC
$21,312.00
$1.510.00
6/01/10
0�-
2407
VACANT
2+2
)
6102110
/
24241
VACANT
2+2
6113110
-
yMutatcl
� c
2503 1
A Lozano
2+2
2
5/05/10
1 NIA
$19,195.07
$1,595.00
6/01/11
25191
Tennis
1+1
2 r
5112106
COG
$41 976.37
$1 243.00
6/01/10
2606
0 Preston
2+2
4
5108/10
N/A
$60 304.00
$1,495.00
6/01/11
2609
ACalderonlDaVall
2+2
2
11/18/09
Tax Return
$48,486.00 1$1,595.001
6101/10
2615
kA Russell ($242)
1+1
1
1/26/08
NIA
PHA ✓
$1,238.00
6/01/10 turc_
NI
2010 MI/No
support Needed at this time.
COG
One form for resident to return, signed by all adults
PHA
Copy ofSection 8 Rental Agreement needed from File
Tax Return
Tax Return Needed from Resident
VILLA POINT II (Off -site Newport North Apartments)
Unit No. �J2 c(
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(For tenants not in possession of a Section 8 certificate or voucher, income documentation must be obtained.)
IMe certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersigned is/are the only income earning occupant(s) of the above indicated
leased premises; and,
2. During 2009, the Total Annual Eligible Income" of the undersigned individual(s)
was $ 1 & ; and,
3. During 2009, my total o IN yer(t payment to Villa Point II (Off -site Newport North
Apartments) was $ �R1 ( — per month.
" Total Annual Eligible Income Includes: wages, tips, overtime, bonuses, commissions, net Income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point 11(Off-site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Nondncome Earning Household
Member(s):
Name Age
Signature(s) of Income Earning Household
Member(s):
sosture
Ignelui
Date:
• MAI ZV2 ✓
VILLA POINT it (Off -site Newport North Apartments)
Unit No. =-1=
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(Far tenants not In possession of a Section 8 certificate or voucher, Income documentation must be obtained.)
I/We certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersigned is/are the only income earning occupant(s) of the above Indicated
leased premises; and,
2. During 2009, the Total Annual Eligible Income" of the undersigned individual(s)
was $ �)-$ h� D ;and,
3. During 2009, my total monthly rent payment to Mile Point II (Off -site Newport North
Apartments) was $ 1 rr,-tib per month.
Total Annual Eligible Income includes: wages, tips, overtime, bonuses, commissions, net income from
a business or rental property, Interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point II (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Non -Income Earning Household Signature(s) of Income Earning Household
Member(s): Member(s):
Name Age
v' Signature
Signature
signaturo
Data: U6 jU�)/.WkO
•
VILLA POINT 11(Off-site Newport North Apartments)
Unit No.
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(For tenants not in possession of a Section 8 certificate or voucher, income documentation must be obtained.)
I/We certify to the management of Villa Point II (Off -site Newport North. Apartments) that:
1. The undersigned is/are the only income earring occupant(s) of the above Indicated
leased premises; and,
2. During 2009, the Total Annual Eligible Income" of the undersigned individual(s)
was $ s�Qt � ; and,
3. During 2009, my total monthly rent payment to Villa Point II (Off -site Newport North
Apartments) was $ 0 ;3�7 =`� per month.
* Total Annual Eligible Income includes: wages, tips, overtime, bonuses, commissions, net income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point II (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Nondncome Earring Household
Member(*):
Name Age
Signature(s) of Income Earring Household
Member(s):
Date:
Cf ' Signalum
signature
Signature
Jun 16 2010
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NAMB. DATE: �'NAME: DATE:
NAME: DAM TMe:
NAME DATE:
NAME DATE:
NAM DATE:
HAMS% DATE:
=.e lots '4't
LOn�
•
Revenue SOMW
;ome Tax Return
Label L YourfrstrameandiNgal Lastname
(see A NARVP.
Instruction$ R MICHELLE A
do page 14) E If a joint return, spouse's not name and Initial Last name
Uwan IRS L
Irbil. R Homo address (number and stree0, Ifyou have a P.O. box, Bee page 14.
Otherwise, E 400 SOUTH FLOWER STREET
please print R
"toe. E City, town or poalalfice,state, antl ZlPcoda. Il you have atoreign address. Poe p+
Ci
Presidential Orange
19 nge
Filing 2filingjoinity(evenIfonlyonehadIncome)
Status 3Married filing separately. Enter spouse•$ SSN above ►
Check only 6
—_ - n,.dfullnemehere. ►
Exemptions
If more than four
dependents, see
page 17 and
cheek brae r
Income
Attach Forms)
W2 hero. Also
attach Forms
W-20 and
1099-Rif tax
was withheld.
If you did not
get a W-2,
see page 22.
Ba Xlyoureelf. if someone can claim you as a dependent, do not check box 6
Yaxsociwwmwmxr6er
561-85-8295
spouWs sadd sepshy ournbor
You must enter
. your SSN(s) above. -
Checking a box nelow will not
change your tax or refund.
l i You jF-1, spouse
person). lase
-
c Dependents:
�Depends nra
(3)Dependent's
to
uall skit
queti n
81exseena1
social security number
relationship
u
echild
fa s
1 Flretname Last name
JADEN ORNELAS
623-51-147'
Son
Li
I
Enclose, but do
not attach, any
payment. Also,
please use
Form 1040 V.
Adjusted
Gross
Income
d
Total number of exemptions claimed • •
' .
7
$a
Id
9a
Is
10
11
12
13
14
Ise
16a
17
18
19
20a
21
Wages, salaries, Ups, etc. Attach Form(s) W-2
Taxebie interest. Attach Schedule B if required • • • • • • • ' ' ' • ' ' ' ' '
Tax-exempt Interest. Do not Include on line 8a • • • . • • • 8b
Ordinary dividends. Attach Schedule B if required • • • • • • • • • .. ' ' ' ' • • ' . ' •
Qualified dividends (see page 22) • • • • • • • • • • • • • • 9b I
Taxable refunds, credits, or offsets of state and local Income taxes (see page 23) • • • • • • •
Alimony received • • • • • • • • • • • • •. •"•"" •. •.... • • •"• • •
Business income or (loss). Attach Schedule C or C-EZ • • • • • • • • • • • • • • • . • • •
Capital gain or (loss). Attach Schedule D If required. If not required, check here ► (�
Other gains or (losses). Attach Form 4797 . • • • • • • • • • • • ... • • • • • • . • • •
IRA distributions • • 16e le Taxable amount (seepage 24)
Pensions and annuities 186, b Taxable amount (sea page 25)
Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E . • •
Farm Income or (loss). Attach Schedule F • • • • • • • • • • • • • ' • ' ' ' ' • ' ' ' • •
Unemployment compensation in excess of $2,400 per recipient (see page 27) • • • • • • • •
Social security benefits • 120a I I b Taxable amount pee page 21)
Other income
7
on
-----
92
-,- 0--
1
11
12
13
14
16b
16b
17
18
19
5b
21
22
Add the amounts in the far fight column for lines 7 through 21. This is your total Income • • ►
22
23
24
25
26
27
28
29
30
31a
32
33
34
35
36
37
Educator expenses (see page 29) • .. • • • • • • • • • • .
Certain business expensesd resen1sle, pedorming artists, and
fee -baste govemmentonicisls. Attach Fonn2106or2lMEZ • • .
Health savings account deduction. Attach Form 8889 • • • .
Moving expenses. Attach Form 39D3 • • • • • • • • • • • •
One-half of self-employment lax. Attach Schedule SE • • •
Self-employed SEP, SIMPLE, and qualified plans • • • . • •
Self-employed health insurance deduction (see page 30) • •
Penalty on early withdrawal of savings • • • • • • • •
Alimony paid b Reciplenrs SSN ►
IRA deduction (see page 31) • • . • • • • • • • • • • •
Student loan Interest deduction (see page 34) • • • • • • • •
Tuition and fees deduction. Attach Form 8917 . • • • • • • •
Domestic production activities deduction. Attach -Form 8903 •
Add lines 23 through 31a and 32 through 35 • • • • • • • •
Subtract line 36 from line 22. This is youradjusted gross income
27
,....
--,
ti
e
24
25
26
27
885
28
29
30
31a
32
33
34
35
• . '
'
. • • • • • • • • • • •►
37
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A, t and Paperwork Reduction Act Notice, 500 page 97, EEA
Bases
checked
eck d �.
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Deseadeftorift
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1040
•
Form 9325 Acknowledgement and General Information for
I
(Rev. January2010) Taxpayers Who File Returns Electronically
Thank you for participating in IRS a -Ole. MICHELLE A NARVAEZ
Taxpayer Name
400 SOUTH FLOWER STREET APT B5
Taxpayer Address (optional)
Orange CA 92868
1, X❑ Your federal Income tax return for 2009 was filed electronically with the FRESNO
Submission Processing Center. The electronic filing services were provided by Express Tax Service
2. n Your return was accepted on using a Personal Identification Number (PIN) as your electronic
signature. You entered a PIN or authorized the Electronic Return Originator (ERO) to enter or generate a PIN
for you. The Declaration Control Number (DCN) assigned to your return Is
3. Your return was accepted on . Please allow 4.6 weeks for the processing of your return.
The Earned Income Credit or a dependent's exemption on your return may be reduced or disallowed due to a
child's name and social security number mismatch.
4. C. Your refund or part of your refund may be offset due to a debt owed to the Internal Revenue Service, the Office
of Child Support Enforcement, or other government agency.
5. Your electronic funds withdrawal payment was accepted.
Your electronic funds withdrawal payment was not accepted. You must pay the balance due by the prescribed
due date. You may see your payment options in the "if You Owe Tax" section.
Your Form 4868, Application or Automatic Extension of Time to File U.S. Individual Income Tax Return, was
accepted on . The Declaration Control Number (DCN) assigned to your extension
PLEASE DO NOT SEND A PAPER COPY OF YOUR RETURN TO THE IRS. IF YOU DO, IT WILL DELAY THE
PROCESSING OF THE RETURN.
If You Need to Make a Change to Your Return
If you need to make a change or correct the return you filed electronically, you should send a Form 1040X, Amended U.S.
Individual Income Tax Return, to the IRS submission processing center that processes paper returns for your area. The
address is available at www.irs.gov, or you can call the IRS toll -free at 1-800.829-1040.
If You Need to Ask About Your Refund
The IRS notifies your Electronic Return Originator (ERO) when your return Is accepted, usually within 48 hours. If your
return was not accepted, the IRS notifies your ERO of the reasons for rejection. If it has been more than three weeks
since the IRS accepted your return and you have not received your refund, go to www.1m.gov and click on "Where's My
Refund" to view your refund status. Exception: If box 3 above is checked, please allow 4 to 6 weeks for processing of
your return. A notice will be sent to you advising of changes to your return.
Also, you can call the TeleTax line at 1-800-829-4477, for automated refund information. You should have available the
first social security number shown on your return, your filing status, and the exact amount of the refund you expect.
TeleTax gives you the date for mailing or depositing your refund. You should receive your refund check within 30 days of
the date given by TeleTax, or within one week of that date, if you chose direct deposit. If you do not receive It by then, or if
TeleTax does not give your refund information, call the Refund Hotline at 1-800.829.1954.
EEA Form 9325 (Rev. 1-2010)
The IRS uses refunds to cover overdue taxes and nomies you wnen mks occurs. i ne rmanciai munugunrarn onrvrw
(FMS) offsets refunds through the Treasury Offset Program (TOP) to cover past due child support, federal agency non -tax
debts such as student loans and state Income tax obligations. FMS sends you an offset notice if it applies your refund or
part of your refund to non -lax debts. If you have questions about the offset, contact the agency Identified In the notice.
You may also call the Treasury Offset Program Cali Center at 1-800304-3107, if you have additional questions.
If You Owe Tax
If your return has a balance due, you must pay the amount you owe by the prescribed due date. if you paid by electronic
funds withdrawal (direct debit) or by credit card, no voucher is needed. To use your credit card or debit card to pay by
phone or Internet, you may call, /-888-PAY-1040 (1.888-729.1040), 1-888.9-PAY-TAX (1-888.972-9829), or
1.888-UPAY-TAX (1-888-872-9829), or visit www.paylG4O.com, www.payUSAtex.com, orwww.officialpayments.com.
The service providers will charge a convenience fee, based on the amount of taxes you are paying. The fees and the
type of credit or debit cards accepted, may vary between providers. You will be told the amount of the fee during the
transaction and you will be given the option to either continue orend the transaction. To learn more about credit and
debit card payment options visit, www.irs.gov search e-pay.
if you are not paying electronically, you may use the Form 1040-V, Payment Voucher. You will receive the payment
voucher In the mail cryou can obtain it from your Electronic Return Originator. If the IRS does not receive your payment
by the prescribed due date, you will receive a notice that requests full payment of the tax due, plus penalties and Interest
If you can not pay the amount In full, complete Form 9465, Installment Agreement Request, which you may file
electronically. To apply for an Installment agreement online, go to www.irs.gov. You may also order Forth 9465 by calling
1.800-TAX-FORM (1.800-829-3676). If approved, the IRS charges a user fee to set up an installment agreement.
If You Need to Inquire About Your Electronic Funds Withdrawal Payment
You may call 1-888-35344537, to inquire about the status of an electronic funds withdrawal payment. If there is a change
to the bank account Information Included on your return, you should call this number to cancel a scheduled payment. You
should have available the social security number of the first person listed on the tax return, the payment amount, and the
bank account number. Cancellation requests must be received no later than 8:00 p.m. Eastern fine, two business days
prior to the scheduled payment date.
Refund Anticipation Loans
A refund anticipation loan is money borrowed from a lender based on the refund you expect to receive. This loan is a
contract between you and a lender. The IRS is not associated with this contract, nor does it grant or deny the loan. If you
have questions about refund anticipation loan, contact your Electronic Return Originator or the lender.
Instructions to Electronic Return Originators
Line 2 - PIN Presence Indicator- Check box 2 If the taxpayer entered a PIN or authorized the ERO to enter or generate
the PIN for the taxpayer, and the Acknowledgement File PIN Presence Indicator is a 1, 2, or 3. Forth 8879, IRS a -file
Signature Authorization, Is required if the ERO enters or generates the PIN or if the Practitioner PIN method is used. Use
Forth $463, U.S. Individual Income Tax Transmittal for an IRS a -file Return, to sand required paper forma or
supporting documentation listed next to the form check boxes (do not sand Forms W-2, W-20, or logs-R).
Line 3- Exception Processing - Check box 3 if the Acknowledgement File Acceptance Code equals "E." The acceptance
code indicates that this return has been previously rejected and this subsequent submission still has invalid data.
Line 4 - Debt Code - Check box 4 if the Acknowledgement File Debt Code equals "I", "F", or "B". The "I" in the debt code
Indicates that a debt was found on the IRS File for this return. The "F" Indicates that a debt was found on the FMS File for
this return. The "B" indicates that a debt was found on both the FMS and IRS Files for this return. The "N" (or blank)
indicates that no debt was found on either the FMS or IRS Files.
Line 5- Payment Acknowledgement Literal -Check box 5Ifthe taxpayer requested to use electronic funds withdrawal to
pay the balance due, and the Acknowledgement File Payment Acknowledgement Literal field equals'PYMNT ROST
RECD."
Line 6 - Payment Acknowledgement Literal - Check box 6 if the taxpayer requested to use electronic funds withdrawal to
pay the balance due, and the Acknowledgement File Payment Acknowledgement Literal field does not equal "PYMNT
ROST RECD." If box 6 is checked, inform the taxpayer that he/she must pay by check, money order, debit card, or
credit card.
Note: EROS can use the Acknowledgement File information, translated by the transmitter, to complete Form 9325.
EEA Form 9325 (Rev. 1.2010)
0
For Privacy Notice, get form FTB 1131.
FORM
California Resident
Income Tax Return 2009 540 C1 Side
APE ATTACH FEDERAL RETURN_
561-85-8295 NARV **
MICHELLE A NARVAEZ
09 PBA 711510 AC
400 SOUTH
FLOWER
STREET
APT
85
ORANGE
CA
92868
01
4
72
0
408
0
APE 0
06
0
73
0
409
0
FS 0
09
0
74
0
410
0
3800 0
10
1
75
623511475
411
0
3803 0
12
0
76
0
412
0
SCHG1 0
14
0
77
1050
413
0
5870A 0
16
0
78
525
414
0
5805 5805F 0
17
11635
91
525
1].0
0
DESIGNEE 0
16
7274
92
0
111
0
TPIDP 00904181
31
55
93
525
112
0
FN
34
0
94
0
113
0
41
0
95
0
115
525
42
0
400
0
116
525
43
0
401
0
117
0
44
0
402
0
45
0
403
0
46
0
404
0
61
0
405
0
62
0
406
0
63
0
407
0
64
0
71
0
R
RP
DDR1 322280485
27332007
1
ee e n ons o m out you ou a awpyo yourwmp o re m, n erpena as penury, e re haw
Sign exmNnedthff1a Qn'd[naaccempanyinp schedules an
atoments, and to the be at ofmykno ledge antl better, ll iet ue, correct,and complete.
Here ,Yourstgnaturs Spouses/RDPs sianeWm(Ifa joint retum. both must aipn)
Dayame phone number(optional) 714-421-9935 Date 02-18-2010
1l la unlawful Paid PMPareta alpnatum (derlraYmafpaPrarsaaeedan Wkiorrnelion alMatlr Pr°p�artraaryrrotoMadp°) 10Paitl PrePerefs SSN/PTIN
to tape a
apauaa'ar
RDP's
aipnatum
Joint retuml
(see pop 17)
Finryaname(oryouraifselPapployed) EXPRESS TA9Im9MMCE
300 E. 4TH STREET SUITE 105; SANTA ANA, CA 92701
Do you want to allow another person to discuss this return with us (see page 17)7
P00904181
• FEIN
LfYes [X No
Print Third Party Designee's Name Telephone Number
p� 3101096 r—
• !
Your name:MICHELLE A NARVAEZ Your SSNoriTIN:561-85-8295
aro 1 ['Single
aws 2 DMarded/RDPfilingjointly.(seepage4)
3 1 '•Married/ROP filing separately. Enterspouse's/RDP's SSN or ITIN above and full name here
4 IRS Head of household (with qualifying person). (see page 4)
6 (Qualifying widow(er) with dependent child. Enter year spouse/RDP died.
If your California filing status is different from your federal filing status, check the box here • ' • • • ' • • • • • • • • •
e If someone can claim you (or your spouse/RDP) as a dependent check the box here (see page 7) • • • • • - • a 19
E 7 Personal: If you checked 1, 3, or above, enter 1 in the box. If you checked 2 or 5, enter 21n the box. yltgledeaesetly
x If you checked the box on line 6, see page 7 • • • . • • • • .. • • • ' • • • ' • • 7 1] X $98 = $ 9 00
• • 8 X $98 = $ 00
m g Blind: Ifyou(aryaurepoveerR�P)ere Waudly Mpeinxl. Dolor l; IrOolh eio visually Impaired. enter • ' ' '
It It 9 Senior. If you (or your spouse/RDP) are 65 or older, enter 1; if both are 65 or older, enter 2 • 8 X $98 = $ 00
1 10 Dependants: Enter name and relationship. Do not Include yourself or your spouse/RDP.
o
inSTATEMENT#1 Total dependent exemptions •101 X $98= $ 9 00
_
• 11 Exemption amount: Add line 7 through line 10. Transfer this amount to line 32 . ' • • 11 $ 00
12 State wages from your Form(s) W-2, box 16 ' • • • .. • • • ' • • • • • • ' ' • . • 12 100
T 13 Enter federal adjusted gross Income from Form 1040, line 37; Form 1040A, line 21; Form 1040EZ, line 4 .. • • • 43 1163 00
a 14 California adjustments -subtractions. Enterthe amount from Schedule CA (540), line 37, column B • • e 14 00
X c 16 Subtract line 14 from line 13. If less than zero, enter the result in parentheses (see page 9) • • ' • • • ' .. • ' 45 1163 00
b m 19 California adjustments -additions. Enter the amount from Schedule CA (540), line 37, column C • • • • • • • • • 16 00
a• 17 California adjusted grass Income. Combine line 15 and line 16 • • • • • • • ' ' • • • • . • • • • • • • • • • • • 17 1163 00
18 Enter the larger of your CA standard deduction OR your CA Itemized deductions • • • • • • • • • • • • • .• 18 7274 00
19 Subtract line 18 from line 17. This is your taxable Income. If less than zero, enter-0. • • • • • • ' • • • • .. • .
31 5 00
32 Exemption credits. Enter the amount from line 11. If your federal AGI is more than $160,739 (see page 10) . • • • . 32 19 00
T 33 Subtract line 32 from line 31. If less than zero, enter -0. ' • • .. • • • • • • . • • • • • ' • • ' • • • • • • • • 33 00
x 34 Tax. (see page 11) Check box if from: ❑Schedule G-1 'Form FTB 5870A • • • • • • • • • • • ' • • • 0 34 00
36 Add line 33 and line 34 ' • . ' . ' • • • • • • ' • • • ' . • 35 00
41 New jobs credit, amount generated (see page 11) .. ' • • . e 41 1 00
42 Newjobs credit, amount claimed (see page 11) • • • ' • • • • • • • • • • • • ' • • • 42 00
P 6 43 Credit Code amount • • • • 10-43 00
c d 44 Credit Code amount ►44 00
1 1 45 To claim more than two credits (see page 11) • • • ' • ' • • . • • • • • ' • • • ' • • • 46 00
I a 46 Nonrefundable renter's credit (see page 12) • • • • • • • ' • • • • • • • • • • • • • ' • 46 00
47 Add line 42 through line 46. These are your total credits • • • • . • ' • • • • • • ' ' • ' • . • • • • • • ' ' ' ' 47 00
48 Subtract line 47 from line 35. If less than zero. enter-0- • . ' • • . • . • • • ' ' • • • • • ' • • 4800
O T 61 Mlemative minimum tax. Attach Schedule P (540) • • • • . • .. ' ' • • • • • • ' • • e 61 00
ha 62 Mental Health Services Tax (see page 12) • ' • • • • ' • • • • • • • • • ' • • • • ' . • 62 00
e e 63 Other taxes and credit recapture (see page 13) • • .. • • • • • • • • • ' • ' . • • • • 63 00
r s 64 Add line 48, line 61, line 62, and line 63. This is your total tax • • • ' • • • • • • • • • • • • • • ' • • • ... • 64 C W
71 California Income tax withheld (see page 13) • • • • • • • . • • • • • • • • • • • ' .... • ' • ' ' ' • • • • 71 00
72 2009 CA estimated tax and other payments (see page 13) •• • • ' • • • ' • • • • • • ' • ' • • • • • • ' • • e 72 00
P 73 Real estate and other withholding (see page 13) • • • • .... • • • • • • • • ' ' ' . • .. • ' ' ' ' ' • • • 73 00
a 74 Excess SDI (or VPDd) withhold (see page 13) - • • • • • ........................... 0 74 00
m Child and Dependent Care Expenses Credit (see page 13). Attach form FTB 3506.
•
in75 Qualifying person's social security number • ' • • • • • • ' ' • • • ' • • • . • ' ' ' • 76 623-51-1475
t 79 Qualifying person's social security number • • • • • • • • • • • • • • • • • • • • ' • 76
a 77 Enter The amount from form FTB 3506, Part III, line 8 • • • • • ' • • • • • ' • • • • • • • 77 1050 00
78 Child and Dependent Care Expenses Credit from farm FTB 3606, Part III, line 12 • • • • ' • • • • • • • • • • • • 76 52d 00
79 Add line 71, line 72, line 73, line 74, and line 78. These are yourtotal payments (see page 14) • • • • • • • . • ..79 52 00
91 Overpaid tax. If line 79 Is more than line 64, subtract line 64 from line 79 • • • • • • • • • • ' ' • • • • . • • • . 91 57 00
om 92 Amount of line 91 you want applied to your 2010 estimated tax • • • • • • • • • ' ' ' • as 00
TeN 93 Overpaid lax available this year. Subtract line 92 from line 91 • • • • • • ' ' • • . • • • • • ' • • ' . ' • • • e 93 _ 52 00
TM
94 Tax due. If line 79 is less than line 64, subtract line 79 from line 64 • • • • • • • • ' • ' • • • • • • • • • • • • 00
use 95 Use Tax. This Is not a total line (see page 14) • • • • • • ' • • ' • • • • • • • ' • • • 96 100
Tax
1
Side 2 Form 540 C1 2009 043 3102096
MICHELLE A NARVAE2 561-85-8295
Code Amount
xr, California Seniors Special Fund (see page 22) • • • • - • • • • • • • • • • • • • • • • • • • • - • • a • ' • e 400
Alzheimees Dlsease/Relaled Disorders Fund - • • - • • • • • ' • • • • • • • • • • • • • • • • ' ' ' ' • • • 0 401
=y+ California Fund for Senior Citizens • - • - • • • • • • • • • • ' • • • ' • • • ' ' • • ' ' ' ' • • ° 402
•��� Rare and Endangered Species Preservation Program • - • • • - - - • • • • • ' • • • • • • • • ' • • • • • • • 403
State Children's Trust Fund for the Prevention of Child Abuse - • • • • • • • • • • • • • • • • • • • • • • • • • 404
California Breast Cancer Research Fund • - • • • • • • • • • • • • • • • • • a • • ' ' ' ' ' ' • ' ' • ' ' ' ° 405
California Firefighters'Memorial Fund • • • - - • • • • • • • • • • • • • • • • • • "' • • • •. • •. • • .0 406
Emergency Food For Families Fund - • • • - - • • • • • • • • • • ' • • • • • • • • • • • ' • ' ' ' • ' ' ' • • 407
California Peace Officer Memorial Foundation Fund - - • • • • • • • • • • • • • • • ' • • • • • • • ' • ' • • • 408
California Military Family Relief Fund - - - • • • - • • • • • • • • • • • • • • • • • • • ' ' ' • ' • ' ' ' ' • 0 409
California Sea Otter Fund • • • • • - • • • ' . • 0 410
California Ovarian Cancer Research Fund - 411
T. Municipal Shelter Spay -Neuter Fund • • • • • • • • • • • • • • • • • • • • • • • • a • • ' ' ' ' • ' ' a • • e 412
's California Cancer Research Fund • • • • • • • • • • ' • • • • • • • • • ' • • • • , ' , ' ' ' ' • ' ' ' ' ' • • 413
ALS/Lou Gehrig's Disease Research Fund • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • ' • • ' 0 414
7 ! 110 Add code 400 through code 414 This is your total contribution • • • • • • • • • • • • • • ' • • • • • • e 110 100_
^,m nt 111 AMOUNT YOU OWE. Add line 94, line 95, and line 110 (see page 15). Mail to:
YOUown FRANCHISE TAX BOARD, PO BOX 942867, SACRAMENTO CA 94267-0009 • • • ° 111 DD
we. 112 Interest, late return penalties, and late payment penalties • - - • • • • • • • • • ' • • • • • • • • • • • ' • 112 OD
eruct 113 Underpayment of estimated lax. Check box: Q FTB 5805 attached [j FTB 6805F attached • • - • at 113 00
a114 Total amount due (see page 16), Enclose, but do not staple, any payment - • • - • • • • • • • • • • • • • 114 00
D 115 REFUND OR NO AMOUNT DUE. Subtract line 95 and line 110 from line 93 (see page 16). Mail to:
FRANCHISE TAX BOARD, PO BOX 942840, SACRAMENTO CA 94240-0009 • ° 116 52a OD
Rr Fill In the Information to authorize direc it deposllof our refund into ono ortwo acm na. Donor attach avoided cheek e depooll SUP (NO Pepe 18)
ee r ar
1 c Have you verified the routing and account numbers? Use whole dollars only.
ut
n All or the following amount of my refund (line 115) is authorized for direct deposit into the account shown below:
d D
° 52 � oD
e o 322280485 (X�Checktng []Savings 22332007
d a • Routing number 0 Type ° Accountnumber ° 116 Direct deposit amount
I The remaining amount of my refund (tine 115) Is authorized for direct deposit into the account shown below:
t Q100
Checking ❑Savings
a Routing number a Type Account number 0 117 Direct deposit amount
4 31 3103096 1 Form 540 Cl 2009 Side 3
TAXABLE YEAR . CALIFORNIA FORM
2009 Child and Dependent Care Expenses Credit 3606
ae shown on return I SSN or
_.....______.....,.__�..-d_,a_....,....At� enne see innln,Minne
rani urraarnae,,,��,.,o.n....................___..__...
----'---...---._
SOURCE OF INCOIEIFUNOS
AMOUNT
SOURCE OFINCOMEIFUNDS
AMOIMr
•
•
•
•
Part II Persons or Organizations Who Provided the Care in California - You MUNI WMIJ10u, uua pa"
1 Enter the following Information for each person or organization that provided care In California. Only care provided In California qualities for
the credit iryeu need more space, attach a se
state sheet.
Provider
Provider
a. Care providers name
FIRST BAPTIST CH
b. Care providers address (number, Street,
1010 WEST 17TH STREET
apt. no., city, state, and ZIP Code)
Santa Ana CA 92706
c. Care providers telephone number
a7145477881
_
Person ('Organization
d, Is provider a person or organization
X Person Organization
e. Identification number(SSN or FEIN)
304-27-0123
f. Address where care was provided
(number, street, apt, no., city, state, and
1010 WEST 17TH STREET
zip code) POBox not acceptable.
Santa Ana CA 92706
g. Amount paid for care provided
L 3 000
Did you receive dependent cam benefits? ► ► ► ► ► No. 2LUUMPIUw rura lit uarvv.
Yes. Complete Part IV on Side 2 before you complete Part III.
PartIII Credit for Child and Dependent Care Expenses
(a) Pe
N) I pert
Qualifying persan's name llff�vIIneporson's Oualdylne pstill rcentage of
Qualified aspen
Que
nodal nearly nutMor(SSN) tlale of ldh physleel Inarted and aitli
DOB:
—1475 Diem
DOB:
Disah
3 Add the amounts in column (a) of line 2. no not enter more than $3,000 for one qualifying person or $6,000
for two or more qualifying persons. If you completed Side 2, Part IV, enter the amount from line 34 .. • • • .. • 3
4 Enter YOUR earned Income. See instructions • • • • • . • • • . • • • . • ................... • 4
Nonresidents: Enter only your earned income from California sources. If you do not have earned Income from
California sources, stop, you do not qualify for the credit. Military servicemembers, see Instructions.
Part -year residents: Enter the total of (1) your earned income from California sources received while you
were a nonresident and (2) all earned income recelved while you were a resident. Military servimmembers, "a Instructions.
6 If married or an RDP filing a joint retum, enter YOUR SPOUSE'SiROP's earned Income. (if your spouse/RDP was a
student or was disabled, see the instructions) If not filing a joint return, enter the amount from line 4 • • • • • • • • 6
Norauleaac Enter only your spouse'saiDPs earned income samcdaamiasoanxs. IrywaspouseIRDPdooinothaw:
eamed Income from Califomla sources, slop. you do net quality for the credit. Mllilat, seMcomemlreta, see line 4 instmdions.
Pat-yeanasidsi. Enter the total of(1) yourspouse'sIRDPs earned Income aorrrcamomiasaaees recalvedwhiloheor
she was a nonresident and (2) all earned Income your spousemOP recelved while he "she was a resident. Military
"Mcertambens, see Ise 41nswctions.
6 Enter the smallest of line 3, line 4, or line 5 . • . • • • • • • • • • ....................... • 6
7 Enter the decimal amount shown In the chart on page 4 of the instructions for line 7 . • • • • • • • • • • • • • • • 7
8 Multiply line 6 by the decimal amount on line 7. Enter the amount here and on Form 640/540A, line 77;
or Long Form 54ONR, line 87 ............................. • ............ • 8
9 Enter the decimal amount listed In the chart on page 4 of the instructions for tine 9 • • • • • • • • • • . • • • • • • 9
10 Multiply the amount on line 8 by the decimal amount on line 9 • • • • • • • • • • • • • .. ' ........ • • • 10
11 Credit for prior year expenses paid in 2009. See instructions for line 11 • • • • . • • • • • • • ........ • • 11
12 Add line 10 and line 11. Enter the amount here and on Form 640/540A, line 78; or Long Form 540NR, line 88 • • • • 12
X
X
00
00
00
043 1 7251094 r— FfS3506 2009 Side1
Direct DepositiDebit Information
CA8879.LD2 Retain for your records 2009
Name ID Number
MICHELLE A NARVAEZ 561-85-8295
D REFUND OR NO AMOUNT DUE .. . • • • • ... • • • • • • . • ..............0 525
1 Have your refund directly deposited to one or two separate accounts.
Rr
oa
u It 30
d D 322280485 ]Savings 27339007 525
it
t
o * Routing number oType Account number ■ Amount you want to direct dopes
n o Remaining portion of total refund you want to direct deposit:
d a (,'Checking
t 'Savings
;-Routing number ♦Type oAccountnumber ■Amountyou want todirect deposit
aBalance Due ........................................
a D
a r -]Checking
n a cc Clsavings
o t oRoutingnumber oType oAccounlnumber ■ Amount you want todirect debit
DD
ibDale of withdrawal .................... ..............................
I
at
n
d
Notes:
Electronic Filing Authentication Record Information
0008 Pin Type Code
P
0020 Taxpayer Pdor Year AGI
0025 Taxpayer Signature
58295
0030 SpouselRDP PdorYearAGI
0035 SpouselRDP Signature
0040 Taxpayer Signature Date (YYYYMMDD)
20100218
0o45 JuraUDisclosure Code
D
0050 PIN Authorization Code
2
0060 ERO EFINIPIN
305958987 65
CABB79 L02
on
CA 640 Dependent Exemptions
Enter name and relationship. Do not Include
Dependent Dependent
2009
STM 01
Number
CA Arrot.LD
State: CA
For your records only.
Self-Ernoloyment Tax Worksheet
2009 SE Tax
STATE Summary
Names) as shown on state return
Social Security Number
MICHELLE A NARVAEZ
561-85-8295
PsiYl I Self-EmpiQvment Tax
Note. If your only income subject to self-employment lax is church employee Income, skip lines 1 through 4b. Enter-0-
on line
4c
and go to line 5o. Income from services you performed as a minister ora member of a religious order Is not church employee
income. See page SE-1.
A If you are a minister, member of a religious order, or Christian Science practitioner and you filed Form 4361, but you
had $400 or more of other net earnings from self-employment, check here and continue with Part I • • • • • •
• • •
• • • • • • • • ► ;
Is Net fans profit or (loss) from Schedule F, line 36, and farm partnerships, Schedule K-1 (Form 1085),
1a
box 14, code A. Note. Skip lines la and lb if you use the fans optional method (see page SE-4) • • • • • •
It If you received social security retirement or disability benefits, enter the amount of Conservation Reserve
Program payments Included on Schedule F, line So, or listed on Schedule K-1 (Form 1065), box 20, code X
1b
2 Net profit or (loss) from Schedule C, line 31; Schedule C-EZ, line 3; Schedule K-1 (Form 1065),
box 14, code A (other than farming); and Schedule K-1 (Form 1065-B), box 9, code A
Ministers and members of religious orders, see page SE-1 for types of Income to report on this
line. See page SE-3 for other income to report. Note. Skip this line If you use the nonfarm
optional method (see page SE-4) • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • •
2
12,520
3
12,520
3 Combine lines la, 1 b, and 2 • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • •
4111
11,562
4s If line 3Is more than zero, multiply line 3 by 92.35% (.9235). Otherwise, enter amount from line 3 • • • • • •
4b
to If you elect one or both of the optional methods, enter the total of lines 15 and 17 here • • • • • • • • • • •
c Combine lines 4a and 4b. If less than $400, atop; you do not awe self-employment fax.
Exception. If less than $400 and you had church employee Income, enter-0• and continue • • • • • • • ►
4c
11,562
6 a Enter your church employee Income from Form W-2. See page
SEA for definition of church employee Income • • • • • • • • • • • • • • • • 6a
It Multiply line 5a by 92.35% (.9235). If less than $100, enter .0. • • • • • • • • • • • • • • • • • • • • • • •
6b
6
11,562
6 Not earnings from saH-employment Add lines 4cand So • • • • • • • • • • • • • • • • • • • • • • • •
7 Maximum amount of combined wages and self-employment earnings subject to social security
tax or the 6,2% portion of the 7.65% railroad retirement (tier 1) tax for 2009 • • • • • • • • • • • • • • • • •
7
106,800.00
So Total social security wages and tips (total of boxes 3 and 7 on
Forn(s) W-2) and railroad retirement (tier 1) compensation. If
$106,800 or more, skip lines 8b through 10, and go to line 11 • • • • • • • • • • 8a
b Unreported tips subject to social security lax (from Forth 4137, line 10) • • • • • fib
c Wages subject to social security tax (from Forth 8919, line 10) • • • • • • • • • Bc
9d
dAdd lines Be, 8b,and Sic • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • •
9
106,800
9 Subtract line Bid from line 7. If zero or less, enter-0- here and on line 10 and go to'line 11 • • • • • • • • ►
10
1,434
10 Multiply the smaller of line 6 or line 9 by 12.4% (.124) • • • • • • • • • • • • • • • • • • • • • • • • • • •
11
335
11 Multiply line 6 by 2.9%(.029) ................ • ... • • • ... • ............
12 Self-employment tax. Add lines 10 and 11. Enter here and on Form 1040, line 69 • • • • • • • • • • • • •
13 Deduction for one-half of s40f�mployment tax. Multiply lure 12 by
12
1 769
50% (.50). Enter the result here and on Form 1040, line 27 • • • - • • • • • • • 1 13 885
1'
5PTit-F70ptional Methods To FI ure Net Earnings (see page SEA)
Farm Optional Method. You may use this method only if (a) your gross farm Income vlas not more
than $6,540, or (b) your net farm profits were less than $4,721.
_
14 Maximum Income for optional methods • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • •
16 Enter the smaller of: two-thirds (213) of gross farts income trot less than zero) or $4,360. Also
14
4,360.00
...... ... ... ..................
Include this amount on line 4b above • •
16
Nonfarm optional Method. You may use this method only if (a) your net nonfarm profits 1G6re less
than $4,721 and also less than 72.189% of your gross nonfarm Income4and (b) you had net earnings
from self-employment of at least $4001n 2 of the prior 3 years. caution. You may use this method no
more than five times.
16 Subtract line 15 from line 14 • • • • • • • • • • • • • • • • • • • • • • • • • , • • • • • • • • • • • • • • is
17 Enter the smaller of: two-thirds (2/3) of gross nonfarm Income (hot less than zero) or the
amount on line 1B. Also Include this amount on line 4b above • • • • • • • • • • • • • • • • • • • • • • • • 1T
1From Sch. F, line it, and Sch.K-11(Fann 1065). box 14. code 9. 3 From Scb. lC.11ine31;(FM, C-Zlin 3; Se mu(Jtn 1005)'box 14.
2From Sch. F. line 3e, and Bch. K-11Fonn 10651. box 14, code 4 From Sch. C, line 7: Sch. C•EZ. line is Salt. K-1 IF=1005). box 14,
A -minus the anxwntyou would have entered on Una It, had you not coda C; and Sch. K-1(Fetm t0ese), box 9, =a J2.
used tiro optionalmethod.
State: CA For your records only.
Ad usted Gross Income Split Worksheet
Names) as shown on state return
MICHELLE A NARVAEZ
2009 AGi
FD ST summary
Social Security Number
561-85-8295
Federal stow
Income & Adjustments
Col. A Col. B Cal. A (:d, B
Tax a er S oase Tax a ex ftoixse
7 Wages, salaries, tips, eta - • • • • • - • • •
ea Taxable interest. • • • • - • • • • • • •
9a Ordinary dividends. • • • • • • • • • • • •
10 Taxable refunds, credits, or offsets
of state and local income taxes • • • • • • •
11 Alimony received • • • - • • • • • - • • •
12 Business Income or (loss) • • • • • • • • • •
13 Capital gain or (loss)• • • - • • • • - • • • •
14 Other gains or (losses) • • • • - • • • • • •
16b Taxable amount of IRA distributions • - - • •
16b Taxable amount of Pensions and annuities •
17 Rental real estate, royalties, partnerships,
S corporations, trusts, etc. • • • • • • • • •
16 Farm Income or (loss) • • • • • • • • • • • •
19 Unemployment compensation • • - - - • • •
20b Taxable amount of Social security benefits •
21 Other Income .•••••••••••••••
22 Add the amounts in each column for
Ins 7thru21. This is your total income • •
7
9a
9a
10
_
11
12
12 520
12,520
13
14
15b
16b
17
16
19
20b
21
22
12,52
12,520
23 Educator Expenses • • • • • • • • • • • • •
24 Certain businew oxpensaa Ofmservi6ls,
perform4xl artists, & ro"asis an. oiNdals • • • •
26 Health savings account deduction • • • • • •
26 Moving expenses • • • • • • • • • • • • • •
27 One-half of self-employment tax • • • • - • •
29 Self-employed SEP, SIMPLE, and
qualified plans •-•••--•••
29 Self-employed health insurance deduction - •
30 Penalty on early withdrawal of savings • • •
31a Alimony paid ••••••••••••••• I
32 IRAdeductlon• - - • • • - • • • • • • • -
33 Student ban Interest deduction • • • • • • •
34 Tuition and fees deduction • • - • • • • • •
36 Domestic production activities deduction - - •
Line 36 other adjustments - • • • • • • • -
36 Add lines 23thru31aand 32lhru35• • • • •
37 Subtract In36fromIn22.ThisIsyourAGI • •
23
24
26
26
27
885
88
28
29
30
31a
32
33
34
36
36
885
88
37
11 635
11 635
1D
CAWK5805 Underpayment of Estimated Tax Worksheet 2009
Name California ID Number
MICHELLE A NARVAEZ 561-85-8295
1 Enter total taxable income from your 2009 Forms 540/540A or Long/Short Form 640NR, line 19, Form 541, line 20 . • • • 1 4,361
2 Forms 6401540A and Form 64ONR Biers figure the tax on the amount on line 1 using the tax rate schedule below,
unless form FTB 3800, Tax Computation for Children with Investment Income, is attached. If form FTS 3800
Is attached, complete a second form FTB 3800 using the tax rate schedule below and enter the recalculated
amount from the second form FTB 3800, line 18 • • • • • • • • • • • • . • • • • . • • • . • • • • • • • • • • • • • •
• 2 44
If form FTB 3803 is attached, complete a second form FTB 3803 using the tax rate schedule. Add the amount
of tax from each Farm FTB 3803, line 9, to any tax you entered on line 2.
3 Form 541 filers use the single tax rate schedule.
a Figure the tax on the amount on line 1 • • • • • • • • • • • • • • • • • • • • • • • • • 30
b Enter the amount from Form 541, line 21b and 21c • • • • • • • • • • • • • . • • • • 3b
c Add line 3a and line 3b, enterlhe total here and online 6, below • • • • • • . • • • • 3e
4 Nonresidents
a Enter your California taxable Income, Long/Short 540NR, line 35 • • • • • • • • • • • • 45
b Compute the CA Tax Rate: Tax on total
taxable income from line 2 • • • • • • • • • • 4b
Total taxable
Income from line 1
c Multiply the amount on line 4s by the CA Tex Rate online 4b • • • • • • .. • • • • . • • • • • . • • • • • . • •
4m
5 Enter the amount from Fortes 540/540A, line 11 (add $206 for each dependent claimed online 10) or
Long/Short Form 540 NR, line 11 (add $206 for each dependent claimed on line 10, multiply that amount by
your exemption credit percentage, Long/Short Form 540NR, line 38). If your federal AGI is more than $160,739
your credits may be limited. Complete the AGI Limitation Worksheet on page 6 • • • • • • • . • • • • .. • • • • • • •
• 5 402
6 Residents subtract the amount on line 5 from line 2, Nonresident subtract the amount on line 5 from line 4c • • • • ..
• 6
7 Enter the amount from Form 540, line 47, 540A, line 47, Long Farm 540NR, line 62, or
Short Forth 540NR, line 61, Form 641, line 24 (total credits) • • • • . • . • • • • • • • • • • • . . • • • • • • • • • •
• 7
8 Subtract the amounts on line 7 from line 6 ............ • • • ................... • • • • •
• 8
9 Alterative Minimum Tax, Form 540 filers, multiply the amount on Sch P, line 24 by.9655, less line 2, above.
Form 54ONR filers, recompute your'Sch P, multiply line 24 by .9655. Subtract line 4c, above, from line 43 of your
recomputed Sch P. Form 541 filers, multiply the amount on Sch P, line 8 by.9655, less line 3a, above.
Ifless than zero, enter zero .......................... • .. • • ... • ............
9
to Enter the amount from Forms 540/540A, line 62 or Long Form 540NR, line 72,
Form 541, line 27 (Mental Health Services Tax) • •................................. •
10
11 Add the amounts on line 8, line 9, and line 10 ........................ • • • . • • • • • . • • •
11
12 Enter the amount from Forms 540/540A, line 74 or Long Form 540NR, line 84 (Excess SDI or VPDI) • • • • • • • • • •
12
13 Enter the amount from Forms 540/540A, line 78 or Long Form 540NR, line 88 (Child and Dependent care Expense credo • • •
13 525
14 Add the amounts on line 12 and line 13 • • • • . • • • • • • • • . • • • • . • • • • • • • • • • • • • • • • • • • • •
14 525
16 Subtract line 14 from line 11. Enterthe amount here and on FM Form 5805, Part II, line 1 • • • • • • • • • • • • • • •
15 (52 5 )
See Computation below
Exemption Credits = $196
Dependent Exemption = $206
Total = $402
CANM5ae5 L02
star•:
Notes about the return
2009
PAGE 1
Name(s)
Your social security number
MTCHELLE A NARVAEZ
561-85-8295
1. CA 4803E (Head of Household Questionnaire) Not Completed
For your clients who file electronically, the Franchise Tax Board
highly recommends that they also file a form 9803E, Head of
Household Questionnaire, with their electronic return. The
Franchise Tax Board has a very active Head of Household Audit
Program. Every year FTB sends more than 200,000 audit letters to
taxpayers who claim the filing status, asking them for
information to verify their eligibility. By pre -Filing with a
4803e most electronic Filers can avoid receiving that audit
letter.
2. CA 540 2EZ is not produced due to income computed from sources
other than Total wages, Total Interest Income, Total Dividend
Income, & Total Pensions.
3. If you want to suppress the state's notes page from generating
when it only concerns long form vs short form do the following:
Escape out of the tax package data entry screen, go to
Setup -Options -States tab. Select CA From the list; check
box for "Suppress the CA Notes Page concerning ONLY
the reason a short form did not print."
Note: This will turn off ONLY notes about why a California
short form was not generated.
STNO7ES LD
Earned Income Credit Worksheet 2009
Form 1040, line 64a, Form 1040A, line 40a, or Form 1040EZ, line 8a
Name(s) as shown on form
1. Enter the amount from Form 1040 or Form 1040A, line 7, or Form 1040EZ, line 1 plus any nontaxable combat
pay elected to be Included in earned Income • . • • • • • • .. • . • . • • • • • . • . • • • • • • • • • • • 1.
2. If you received a taxable scholarship or fellowship grant that was not reported on a W-2 forth, enter that
amount here; plus any amounts received for work performed while an inmate in a penal institution; plus
any amounts received as a pension or annuity from a nonquallfied deferred compensation plan or a
nongovernmental section 457 plan . • . • • • • • • • • • • • • • • • . • • • • • • • • • • • • • • • • • • • 2•
3. Subtract line 2 from line 1 ... • ..... • .. • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • 3.
4. If you were self-employed or used Schedule C or C-EZ as a statutory employee, enter the amount from
the worksheet for self employed taxpayers • • • • • • • • • • • • • • • • • • • • • 4. 11,635
a. Add lines 3and 4•••••••-••••••••••.......I................••••• 6• 11,635
S. Look up the amount on line 5 above in the Etc Table on pages 55.71 to find your credit. Enter the credit here. 6. 3,043
If line 6 Is zero, stop. You cannot take the credlL Enter "No" directly to the right of Form 1040, line 64,
or Fonn 1040A, line 40a.
7. Enter your AGI or Form 1040EZ, line 4 . • • • • • • • • • • • • . • • • • • • • • • • • • • • • • • • • • • • 7. 11,635
8. Is line 7less than -
9 $7,500 If you do not have a qualifying child? ($12,500 if marled filing joint)
$16,460 If you have at least one qualifying child? ($21,450 If married filing joint)
Yes. Go t0 line 9 now.
No. Lookup the amount on line 7 above In the EIC Table to find your credit.
Enter the credit here .............................. • ............ 3•
9. Earned Income credit.
• If you checked "Yes" on line 8, enter the amount from line 6.
• If you checked"No"on line 8, enterthe smaller of line 6 or line 8 • • • • • • . • • • • • • . • • • • • • • • 9. 3,043
For additional Information on the EIC calculation see the forth instructions or IRS Publication 596.
I^..:ie'.7"
Worksheet B I Earned Income Credit (EIC)-Lines 64a and SOForm 1040
for Your Records
Use this worksheet If you answered "Yes" to Stop 6, question 3, on page 60.
• Complete the parts below (Parts 1 through 3) that apply to you. Then, continue to Part 4.
• If you are manied filing a Joint return, Include your spouse's amounts, if any, with yours to figure the amounts to
enter in Parts 1 through 3.
�N
So Employed,
j Members of the
omy, and
IC people With
Church
Employee
)Income Filing
chedule SE
1a. Enterthe amount from Schedule SE, Section A, line 3, or
Section B, line 3, whichever applies.
b. Enter any amount from Schedule SE, Section B, line 4b, and line 5a.
c. Combine lines to and 1b.
d. EnterI a amount from Schedule SE, Section A, line 6, or
Section B, line 13, whichever applies.
e. Subtract line 1d from 1c.
2009
1a
12,520
1b
1c
12,520
Id
885
2. Do not Include on these lines any statutory employee income, any net profit from services performed
l rart t
as a notary public, any amount exempt from self-employment tax as the result of the filing and
approval of Form 4029 or Form 4361, or any income or loss from a qualified Joint venture reporting
only rental real estate income not subject to self-employment tax.
Se Employed
a• Enter any net farm profit or (loss) from Schedule F, line 36, and from 2a
NOT Required
fans partnerships, Schedule K-1 (Form 1065), box 14, code A.
To File
b. Enter any net profit or (loss) from Schedule C, line 31; Schedule C-EZ,
P Schedule VE i
line 3; Schedule K-1 (Form 1065), box 14, code A (other than farming); + 2b
For exampleyour
( and Schedule K-1 (Form 1065-B), box 9, code A
net earnings from
1
s•M�mployment
Ie WOM.6400.
c. Combine lines 2a and 2b. = 2V
ewers
l
*Reduce any Schedule K-1 amounts by any partnership section 179 expense deduction claimed,
unreimbursed partnership expenses claimed, and depletion claimed on oil and gas properties. If you
have any Schedule K-1 amounts, complete the appropriate line(s) of Schedule SE, Section A. Enter
your name and social security number on Schedule SE and attach It to your return.
^�
�r'rirtar 8
}¢tetutoty
Emplcyee�s
� 3. Enter the amount from Schedule C, line 1, or Schedule C-EZ, line 1, that 3
Filing Schedule
C or a4z
you are filing as a statutory employee.
1
i
r•'.
4a. Combine lines le. 2c, and 3. This Is your total self-employed Income. 11 635
' AlI Files Uflr�?.
(WorkshepttiV,
EEA
Forms 1040,
104ONR
Child Tax Credit Worksheet
CAUTIONI To be a qualifying child for the child tax credit, the child must be underage 17 at the and of 2009 and meet the other
requirements listed in instructions.
Psrt q' 1.
Number of qualifying children: 1 X $1,000. Enter the result. 1
1,000
2.
Enter the amount from Form 1040, line 38; Form 1040A, line 22; or Form 1040NR, line 36, 2 11,635
3.
1040 Filers. Enter the total of any-
9 Exclusion of Income from Puerto Rico, and
Amounts from Form 2555, lines 45 and 50; Form 2555-EZ, line 18; 3
and Form 4563, line 15.
1040A and 104ONR Filers. Enter -0-.
4.
Add lines 2 and 3. Enter the total. 4 11,635
6.
Enter the amount shown below foryour filing status.
0 Married filing jointly - $110,000
Single, head of household, or qualifying widow(er)-$75,000 5 75,000
9 Married filing separately -$55,000
6.
Is the amount on line 4 more than the amount on line 5?
NJ No. Leave line 6 blank. Enter-0- on Una 7.
[]Yes. Subtract line 5 from line 4. 6
If the result is not a multiple of $1,000, Increase it to the next multiple of $1,000.
For example, Increase $425 to $1,000, increase $1,025 to $2,000, etc.
7.
Multiply the amount on line 6 by 5e/a (.05). Enter the result. 7
0
B.
Is the amount on line 1 more than the amount on line 77
�] No. STOP
You cannot take the child tax credit on Form 1040, line 52; Form 1040A, line 33; or Form 1040NR, line 47. You also
cannot take the additional child lax credit on Farm 1040, line 66; Form 1040A, line 41; or Form 1040NR, line 61.
Complete the rest of your Form 1040, 1040A, or Form 1040NR.
(Yes. Subtract Tina 7 from line 1. Enter the result. Go to Part 2. 8
1,000
`stl 9.
Enterthe amount from Form 1040, Iine 46, Form 1040A, line 28, or Form 1040NR, line 43. 9
10.
Add the amounts from -
Form 1040 or Form 1040A or Form 1040NR
Line 47 Line 44 +
Line 48 Line 29 Line 45 +
Line 49 Line 31 +
Line 50 Line 32 Line 46 +
Form 5695, line 11 ............•'•"""""""""' +
Form 8834, line 22............•••••...••.....••...•• +
Form 8910. line 21 • • • • . • • • • • • • • • • • • • ................ +
Form 8936, line 14 • . • . • .. • • • • . • • • • .. • • • • .......... •. +
Schedule R, Iine 24................................. +
Enter the total. 10
11.
Are you claiming any of the following credits?
• Mortgage Interest credit, Farm 8396
• Adoption credit, Form 8839
Residential energy efficient property credit, Form 5695
District of Columbia first-time homebuyer credit, Form 8959
('X No. Enter the amount from line 10. 11
F-, Yes. Complete the Line 11 Worksheet on the next page to figure the amount to enter here.
12.
Subtract line 11 from line 9. Enter the result. 12
13.
Is the amount on line 8 of this worksheet more than the amount on line 12?
; No. Enter the amount from line 8. This Is your
Yes. Enter the amount from line 12. See the TIP below, child tax credit 13
FnlertlYa emoMlon
TIP You may be able to lake the additional child tax credit on Form 1040, line 66; Form 1D40A, line 41;
Form 1040, line52;
or Form 10401,111, line Si, only if you answered "Yes"online 13.
orFFormm 10044ONR 1line47.
a First, complete your Form 1040 through line 65, Form 1040A through line 40a,
or Forth 104ONR through Iine 60.
S Then, use Form 8812 to figure any additional child tax credit.
1Nr_ee12LD
• Carryover Worksheet •
List of items that will carryover to the 2010 tax return I 2009
(Keep for Your records)
shown on realm
Itemized Deductions Carryover Amount
Contributions subject to100%ofAGI limitations • . • • ' • • • ' • • • • • • ' • • • • • • • • • • • • • • • • • • •
Contributions subject to50%ofAGI limitations • • • • • • .............................. •
Contributions subject to 30% of AGI limitations (50%capital gains appreciated property) • • • • • • • • • .. • • • • .
Contributions subject to30%ofAGI limitations • • . • • • • • • • • • • • • • • • • • • • ' • • ' • • • • • • • • • • •
Contributions subject to 20%of AGI limitations (30% capital gains appreciated property) • • • • • • • • •
Taxable state and local refunds to Form 1040, line 10 - - • • • • ........................ • • • •
Stalellocal taxes paid in 2010 to flow to the Schedule A • • • • • • ........................ • •
Preparer Fee to flow to the Schedule A • • - - • • • • • • " ........................ • • • • 59
State donations and contributions carryover • • • • • • • • • ' ' • • • • • • • • • • • • • • ' • • • • • • • • • • ' '
State overpayment applied to next year ... • • • • • • ' • • • . • . • . • • • • • • • • • • • • • • • • • • ' • • •
Expenses
Office in home operating expenses ............. • .... • • . • ..... • ..... • . • ...... .
Office in home excess casualty losses and depreciation .. • • • • . • • • • • ' • • . • • • • • .. • • • . ' • • • • •
Disallowed investment interest expense • • • • • • • • • • • • ' • • • • .. • ' • • • • • • • • . • • . ' • • • •
Section 179 expense ................................. .............. .
Operating expenses, from Form WK_E, Sch E - Rental limitation on deductions when used for personal use . • • • • . .
Losses
Short-term capital loss . •.............................................. .
Long-term capital loss ................................................ .
Net operating loss • ..................................................
Nonrecaptured not section 1231 losses • • • • ' • • • • • • • ' • • • • • • • • • • •
Credits
Mortgage interest credit ................................... • • .......... .
General business credit (should be carded back before being carried forward) • • • • . • • • • • • • • • • • • • • •
Creditforprioryearminimum tax .. • .. • . • • ..... • • • • • • • • • • • • • • • • • • • • • I ....... .
Foreign Tax credit ...................................................
District of Columbia first time home owner's credit • • • • • • • • • • • • • • • • • • • ' • • • • • • • • • • • '
Adoption credit .....................................................
First-time homebuyer Credit .................................... • • ........ .
Other
Overpayment applied to next year's estimates • • • • • • • • • • • • • • • • • • • • • • • • • • • •
Federal tax liability for 2210 calculation ' • • • • • • . • • • • • . • • . • • • • • • • • • • • • • • • • • • • • • • • • U
State tax liability for state 2210 calculation • • • • • • • ' • • • • • • • ' • • • • • • • • • • • • • • • • • '
IRAbasis ... • ............. ' • • • • • • • • ..... Taxpayer Spouse
Excess depreciation, from Form WIC E, Sch E- Rental limitation on deductions when used for personal use • • •
Passive Activity
At Risk Limitations
Form 1040f2009)MTCHRT,TR A NAR&.7.
a 561-85-8295 Paget
38 Amount from line 37 (adjusted gross income) • • • • • • • • • • • • • • • • • • • •
Tax and 394 Check rr You were born before January 2, 1945, []Blind.) Total boxes
Credits 1 Spouse was born before January 2,1945, JBIInd. J checked ►39a
38
11,635
vs.
Standard Is If your spouse itemizes on a separate MUM oryouwere adual-status allan,wepg35and check hem III- 39bLle�`p
Deduction 40a Itemized deductions from Schedule A) or our standard deduction (see left margin) • • •
for_ ( Y 9)
40a
8 350
41
3.285
•People who to Iryou arohmmasingyeurstandard deduction bycerlern realestato lazes, newmetor
check any "Md&I, , ore net dismtoriuss. Match Schedule Land check hem(seepage 35) • • • - • - ►4ob
box on 41 Subtract line 40a from line 38 • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • •
39a, 39b or
40b orao 42 Exemptions. If line 38 Is $125,100 or less and you did not provide housing to a Midwestern
be
ccllaimeed as a displaced individual, muhiply $3,650 by the number on line 6d. Otherwise, see page 37 - • •
dependent,
see page 35. 43 Taxable Income. Subtract line 42 from line 41. If line 42 is more than line 41,enter-0- • • •
Is All others: 44 Tax (see page 37). Check if any tax is from: a OForm(s) 8814 b t�u Form 4972 • •
,,,,,`
42
7,300
43
0
µ
0
46
Single or, , 46 Alternative minimum tax (see page 40). Attach Form 6251 • • • • - • • • • •
Married Oling 46 Add lines 44 and 45 • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • ►
separately, • • -
$5,700 47 Foreign tax creditL Attach Form 11161f required • • • • • • • • 47
Married filing 48 Credit for child and dependent care expanses. Attach Form 2441 • • • • 48
8 boinll or 49 Education credits from Form 8863, line 29 • • • • • • • • • • • 49
S117er),
46
,
ua�ry ing
60 Retirement savings contributions credit. Attach Fann 8880 • • • !i0
$11,400 51 Child tax credit (see page 42) • • • • • - • • • • • • • • • • • 61 0
Head of 62 Credits from Form: a ss9e b 1839 c 15695 62
house
$8,350Ok1, 63 Other credits fromFartn: a�38e0 b L jBBDI e 63
54 Add lines 47 through 53. These are your total credits • • • • • • • • • • • • • • • • • • • •
,
--•
64
1 66
0
66 Subtract line 54 from line 46: If line 54 is more than line 46, enter-0. • • • • • • • • • • ►
66 Self-employmenttax. Attach Schedule SE • • • • • - - • • • • • • • • • • • • - - • • •
Other 67 Unreported social security and Medicare lax from Form: a �]4137 b J8919 • • • •
Taxes 58 Additional tax on IRAs, other qualified retirement plans, etc. Attach Foam 53291f required • •
69 Additional taxes: a ❑ AEIC payments b ❑ Household employment taxes. Attach Sch. H
6e
1,769
67
68
59
60 Add lines 55 through 59. This is your total tax • • • - • • • • • • - • • • • • • • • • • ►
so
1,769
Payments 61 Federal Income tax withheld from Forms W-2 and 1099 • • • •
62 2009 estimated lax payments and anrounlappiled from 2008 return ' ' • •
61
62
63
400
63 making work pay and government Mires, credit& Attach Schedule M • • •
If you have a 64a Earned Income credit (EIC) • • • • • • • • • • • • • • • • •
qualitying
child, attach b Nontaxable combat pay erection • • 64b
Schedule EIC. 66 Additional child tax credit. Attach Form 8812 • • • • • • • • •
64a
3,043
�w
B25
65
66
66 Refundable education credit from Form 6863, line 16 • • • • •
67
67 First-time homebuyer credit. Attach Farm 5405 • •
66 Amount paid with request for extension to file (see page 72)
L•e}
68
69
_
69 social security and liar 1 RRTA tax withheld (me page 72) �•
Excess
70 Credits from Form: a Cj2439 b ❑413s c LJa801 d 1 IaeeS
payments
• • • • • • ►
71
71 Add lines 61, 62, 63, 64a, and 65 through 70. These are yourtotal
4,268
72 If line 71 is more than line 60, subtract line 60 from line 71. This is the amount you overpaidn
Refund 73a Amount of line 72 you want refunded to you. If Form 8888 is attached, check here • • ► LJ
Dkeddeposit7
See page 73 ► b Routingnumber 3 2 2 2 8 0 4 8 5 ►c Type: Xchecking Savings
72
2,499
73A
2,499
and fill in 73b, ► d Accountnumber 2 7 3 3 2 0 10 17
730, and 73d,
or Form 8888. 74 AmoumdNx72 awanl SPPUdb2MOOOknWAdbx • .► 74
Amount 76 Amount you owe. Subtract line 71 from line 60. For details on how to pay, see page 74 • ►
You Owe 76 Estimated tax penalty (see page 74) • • • • • • • • • • • • 76
79
�'•. 'r
Third Party Do you want to allow another person to discuss this return with the iHJ (seepage yo)-r LJ Yes. uomprete me Touolmng. LXJ no
Uesi n@@ Designews Phone Penonalidemnmum �T—r I I ID
g name ► no. ► number(PIN) ► I I (
Sign Under penalties ofpe4ury.I declare that l he" examined this return and accompanying schedules and statements, and to the beater my knowledge and belief.
Here they are true, carnal, and complete. Declaration or preparer(other than taxpayer) Is based avail mfonnahon ofwhich pmpaverhas any knowledge.
Joint return? Yourelgnature Data Youroocupenon Daytime phone number
See page 15.58295 02-18-2010 AITRESS
Keep acopy spouses signature. its joint return. boar musleign. Date Spouss'aocalpauon 714-421-993.
for your
records, i`
Data _. PreoeMls SSN or PTIN
Paid
Npnres
J0
Preparer's
Use Onlyname
(or
years youn lr aelfamployad).
address, and ZIP cede
0
SCHEDULE C-EZ
(Form 1040)
Nana ofpropdelor
Net Profit From Business
(Sole Proprietorship)
► Partnerships, joint ventures, etc., generally must Ole Form 1066 or 1065-B.
It Attach to Form 1040,1040NR, or 1041. ► See Instructions.
General information
You May Use
Schedule C-EZ
J*
Instead of
Schedule C
Only If You:
Had business expenses of $5,000 or
less.
Use the cash method of accounting.
Did not have an Inventory at any time
during the year.
Did not have a not loss from your
business.
Had only one business as either a
sole proprietor, qualified joint venture,
or statutory employee.
And You:
2009
socalwmft,a-d-csw
Had no employees during the year.
Are not required to Ole Form 4562,
Depreciation and Amortization, for
this business. See the Instructions for
Schedule C, line 13, on page C•5 to
find out if you must file.
Do not deduct expenses for business
use of your home.
Do not have prior year unallowed
passive activity losses from this
business.
A Principal business or profession, including product or service B ; buwaasouas(aae esy
ENTERTAINMENT
711510
C Business name. If no separate business name, leave blank. D Ereery=aN(minin.)
MICHELLE A NARVAEZ
E Business address (Including suite or room no.), Address not required if same as on page 1 of your tax return.
400 SOUTH FLOWER
City, town or post office, state, and ZIP code
Orange CA 92868
Figure Your Net Profit
1 Gross receipts. Caution. See the instructions for Schedule C, line 1, on page C-4 and check
the box iF.
0 This Income was reported to you on Form W-2 and the "Statutory employee" box ❑
on that form was checked, or ►
You are a member of a qualified joint venture reporting only rental real estate
Income not subject to self-employment tax.
2 Total expenses (see Instructions). If more than $5,000, you must use Schedule C • • • • • • • • • • • •
3 Net profit. Subtract line 2 from line 1. If less than zero, you must use Schedule C. Enter on both
Form 1040, line 12, and Schedule BE, line 2, or on Form 1040NR, line 13. (if you checked the
box on line 1, do not report the amount from line 3 on Schedule BE, line 2.) Estates and trusts,
nnlor an ram 1041. lino 3 • • • • • - • • • • • • • • ' • • • • • • • • • ' ' ' • ' • ' •
Information on Your Vehicle. Complete this part only if you are claiming car or truck expenses online 2.
4 When did you place your vehicle In service for business purposes? (year, month, day) It.
5 Of the total number of miles you drove your vehicle during 2009, enter the number of miles you used your vehicle for:
a Business
b Commuting (see instructions)
c Other
e Was your vehicle available for personal use during of -duty hours? • • • • • • • • • • • • • • • ' • • • • • ' • • . Yet (—, No
7 Do you (or your spouse) have another vehicle available for personal use? • • • •. • • • • • • • • • • • • • • • •' ❑Yes No
Be S e Do you have evidence to support your deduction? • • • • • • • • • • • • • • • • ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' U Yes L No
"is the evidence written? • • • • • • • • • ' I I Yes I J No
Act Notice, 800
EEA
0
SCHEDULE SE OMe Nd.15/5 0074
(Form 104-0) Self -Employment Tax 2009
Department or 07
Attachment
reesury Attament
Internal Revenue Service (9g) ► Attach to Form 1040. ► See Instructions for Schedule SE (Form 1040). Sequence No. 17
Name of person with self-employment income (as shown on Form 1040) Social security number of person
MICHELLE A NARVAEZ with self-employment Income ► 561-85-8295
Who Must File Schedule SE
You must file Schedule SE !f:
You had net earnings from self-employment from other than church employee Income (line 4 of Short Schedule SE or line 4c of
Long Schedule SE) of $400 or more, or
You had church employee Income of $10828 or more. Income from services you performed as a minister or a member of a
religious order Is not church employee Income (see page SE-1).
Not*. Even if you had a loss or a small amount of income from self-employment, it may be to your benefit to file Schedule SE and use
either"optional method" in Part II of Long Schedule SE (see page SE-4).
Exception. If your only self-employment Income was from earnings as a minister, member of a religious order, or Christian Science
practitioner and you filed Form 4361 and received IRS approval not to be taxed on those earnings, do not Ole 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 N you must file Schedule SE. If unsure, see Who Must File Schedule SE, above.
Are you a minialer, memberofa religious order, or Un asm
Science predblonerwho received IRS approval not to be taxed
on earnings kom these Sources, but you owe Self-employment
No
Are you using one of the optional methods mdgureyour not
earnings (See page 8E4)?
Did you receive church employee Income reported on Form
%2 or $108.28 or more?
You my tw Shod Sche" SE beloty
Yes
Was the total of yourwa0es and Ups Subject to Social security
or railroad millemeal(Uer It tax plus your not earnings from
sell mploymont more Nan$10s,800?
No
Did you receive UPS subled to social security or Medicare tax
thatyou didnot reportloyouremployer?
Did you report any wages on Fenn 8010, Unooeacled Social
Seedy end Medicare Tax on Wagas7
Yes
Yes
I Younariue Long So*" SEon p@gg2 I
Section A. Short Schedule SE, Caution. Read above to see if you can use Short Schedule SE.
la Net farm profit or (loss) from Schedule F, line 36, and farm partnerships, Schedule K-1 (Form
1065), box 14, code A ...........................................
1s
b If you received social security retirement or disability benefits, enter the amount of Conservation Reserve
Program payments Included on Schedule F, line 6b, or listed on Schedule K-1 (Form 1065), box 20, code Y
1b
2 Net profit or (loss) from Schedule C, line 31; Schedule C-EZ, line 3; Schedule K-1(Form 1065),
box 14, code A (other than farming): and Schedule K 1 (Form 1065-B), box 9, code J1.
Ministers and members of religious orders, see page SEA for types of income to report on this
line. See page SE-3 for other Income to report • • • • • • • • • • • • • • • • • • • • • • • • • • • • • •
2
12,520
3 Combine lines 1a, tb, and 2 • • • • • . • • • • • • • • • • • • • • • • • • • • • . • .. • • • • • • • • •
3
12,520
4
11,562
4 Net earnings from self-employment. Multiply line 3 by 92.35% (.9235). If less than $400, do
not file this schedule; you do not owe self-employment tax • • • . • • • • • • • • • • • • • • • • • • • • ►
s Self-employment tax. If the amount on line 41s:
$106,800 or less, multiply line 4 by 15.3% (.153). Enter the result here and on Form 1040, line 56.
e More than $106,800, multiply line 4 by 2.9%(.029). Then, add $13,243.20 to the result.
Enter the total here and on Form 1040, line 60 .............................. •
5
1,769
I
6 Deduction for one-half afgolf-employment tax. Multiplyllne5
by 50% (.5). Enter the result here and on Form 1040, line 27 • • • • . • • • • 1 6 885
For Paperwork Reduction Act Notice, see Form 1040 instructions. EEA Schedule SE (Form 1040) 2009
Child and Dependent Care Expenses oMe Ne.16/6A
Form 2"1 ► Attach to Form 1040, Form 1040A, or Form 1040NR. 2009
Department of the Treasury Attachment
► See separate Instructions. senuenceNo.
Part I I Persons or Organizations Who Provided the Care - You must complete this part.
nfvar haves mare then two care providers. see the instructions.)
1 (a) Care prcvider's
name
(b) Address
(number, street, apt. no., city, state, and ZIP code)
(c) Identifying number
(SSN or EIN)
(d) Amount paid
(see instructions)
FIRST BAPTIST CH
1010 WEST 17TH STREET
304-27-0123
3,000
Santa Ana CA 92706
[—Did you receive No —► Complete only Part 11 below.
1 dependent care benefits? I_ yes —► Complete Part III on page 2 next.
Caution. If the care was provided in your home, you may owe employment taxes. If do, you cannot file Form 1040A, For details,
see the Instructions for Form 1040, line 59, or Fern 104ONR, line 56.
(e) Quatdying person's name
ng persons, see the instructions.
(D)Qusllrylne Persm's sodel iGD
incurred
3 Add the amounts In column (c) of line 2. Do not enter more than $3,000 for one qualifying
person or $6,000 for two or more persons. If you completed Part III, enter the amount
from line34..........................................
4 Enter your earned Income. See Instructions • . • • • • • • . • • • • • . • • • • • • • • • • -
6 If married filing jointly, enter your spouse's earned income (d your spouse was a student
or was disabled, see the instructions); all others, enter the amount from line 4 • • • • • • • -
6 Enter the smallest of line 3, 4, or 5 ........................ • • • • . .
7 Enter the amount from Form 1040, line 38: Form
1040A, line 22; or Form 104ONR, Ilne 36 .. • • • • • • .. J 7 I 11, 63
8 Enter on line 8 the decimal amount shown below that applies to the amount on line 7
If line 71s: If line 71s:
But not
Decimal
Over over
amount Is
$0.15,000
.35
15,ODO-17,OOD
.34
17,OD0.19,0D0
.33
19,000 - 21,000
.32
21,ODO - 23,000
.31
23,000 - 25.000
.30
26.000.27,000
.29
27,000.29,000
.28
But not
Over over
Decimal
amount Is
S29,OOD-31,000
27
31,OD0 - 33.000
.26
33,OD0.35,000
.25
35,000 - 37,000
.24
37,0DO - 39,ODO
.23
39.000 - 41,000
.22
41,000 - 43,ODO
.21
43,000-No limit
.20
3
6
9 Multipy line 6 by the decimal amount on line 8. If you paid 2008 expenses in 2009, see _
the Instructions ........................................ �9
10 Enter the amount from Form 1040, line 46; Form
1040A, line 28; or Form 1040NR, line 43 • • • • . • • • • 10
11 Enter the amount from Form 1040, line 47; or Form
104ONR, line 44. Form 1040A filers, enter -0 . • • • • • • 11 _
12 Subtract line11 from line 10. If zero or less, stop. You cannot take the credit . • . • • • .. • • 12
13 Credit for child and dependent care expenses. Enter the smaller of line 9 or line 12
here and on Form 1040, line 48; Form 1040A, line 29; or Form 104ONR, line 45 • • • • • • • • . 13
For Paperwork Reduction Act Notice, see page 4 of the instructions. EEA
X.
SCHEDULE EIC
Earned Income Credit
OMe No. 1545.
(Form 1040A or 1040)
Qualifying Child Information
2009
Complete and attach to Form 1040A or 1040
nepaMRevenu a
Internall Revenue Senasuy rvlca (ee)
Only if you have a gU011fying Child.
Attachment
Sequence No.
Names) shown on return
YoaaorLl seoaey.U.O r
MICHELLE A NARVAEZ 1 301-03—Cc7D
Before you begin: • Seethe Instructions for Form 1040A, lines 41a and 41b, or Form 1040, lines 64a and 64b, to make
sure that (a) you can take the EIC, and (b) you have a qualifying child.
Be sure the child's name on line 1 and social security number (SSN) on line 2 agree with the child's social security card:
Otherwise, at the time we process your return, we may reduce or disallow your EIC. If the name or SSN on the child's
social security card Is not correct, call the,Soclal Security Administration at 1.800-772-1213.
9 If you take the EIC even though you are not eligible, you may not be allowed to take the credit for up to 10 years. See Instructions
CAUTION! for details.
0 It will take us longer to process your return and Issue your refund If you do not fill In all lines that apply for each qualifying child.
Qualifying Child Information Child 1 Child 2 Child 3
Flretnema Lastneme
First name
Last name
First name Lastname
1 phill's name
I you (rave more than three qualifying
children, you only have to list three to get
JADEN
the maximum credit.
ORNELAS
CC arff.sg r�
2 'fhelcfilltl m
s have an SSN as defined on
page 45 of the Form 1040A Instructions or
page 51 of the Form 1040 instructions
unless the child was bom and died in
2009. If your child was bom and died in
2009 and did not have an SSN, enter
"Died" on this line and attach a copy of
the child's birth certificate, death
certificate, or hospital medical records.
623-51-1475
3 Child's year of birth
Year 2005
Year
Year
Ifbomaner1990 andthedYldwas
itbam alter 1960
and the child was
Ilbomaner1990 atdmechddwas
younger than you (oryour spouse. if
younger then ym
(or your spouse. N
younger Nanyou(oryourspouset,lr
filing jointly), skip lines 4a and 4b: go
filing Jointly). skip
lines 4a and 4b; go
filing Jointly), skip free 4a and 4b; go
to line 6
Wines 5
line 5
4a Was the child under age 24 at the end of
Yes. D No.
LJ Yes.
No.
C Yes. G No.
2009, a student, and younger than you (or
your spouse, if filing jointly)?
Go to line S. Continue.
Go to line li.
Continue.
Go to line 6. Continue.
b Was the child permanently and totally
disabled during any part of 20097
Yes. No.
F Yes.
O No.
Yes. n No.
Continue. The child is not a
Continue.
The child is not a
Continue. The child is not a
qualifying child.
qualifying child.
qualifying child.
5 Child's relationship to you
(forexample, son, daughter, grandchild,
niece, nephew, foster child, etc.)
SON
6 Number of months child lived
with you in the United States
during 2009
is If the child lived With you for more than
half of 2009 but less than 7 months,
enter'7."
0 If the child was bom or d"red in 2009 and
your homechild'sa forThe
12 months
months
months
wolive during
entire he or she was
e
Do not enter more than 12
Do not enter
more then 12
Do not enter more than 12
2009, enter "12."
months.
months.
months.
For Paperwork Reduction Act Notice, $se Fermi 1040A EEA acneuule cic lrormi nIMVA or nwo) zwe
or 1040 Instructions.
-
Form 8812 Additional Child Tax Credit
Depamne nt or aro Treasury
shorn on re:um
and
Form 1040A, or Form 1040NR.
1 1040 filers: Enter the amount from line 6 of your Child Tax Credit Wokksheet (see the
Instructions for Form 1040, line 51).
1040A tilers: Enter the amount from line 6 of your Child Tax Credit Woksheet (see the
Instructions for Form 1040A, line 33).
1040NR filers: Enter the amount from line 6 of your Child Tax Credit Worhaheet (see the
Instructions for Form 1040NR, line 47).
If you used Pub. 972, enter the amount from line 8 of the wrksheet on page 4 of the publication.
2 Enter the amount from Form 1040, line 51, Form 1040A, line 33, or Form 1040NR, line 47 • • • • • • • • • • •
3 Subtract line 2 from line 1. If zero, stop; you cannot take this credit • • • • • • • • • • • • • • • • •
4a Earned Income (see Instructions) • • • • • • • • • • • • • • • • 'a 8,503
b Nontaxable combat pay (see Instructions) • • • 4b "
5 Is the amount on line 4a more than $3,000?
No. Leave line 5 blank and enter-0-on line 6. • • • r„
I Yes. Subtract $3,000 from the amount on line 4a. Enter the result • 9m 5,503
6 Muftiply the amount on line 5 by 15% (.15) and enter the result • • • • • • • • • • • • •
Next Do you have three or more qualifying children?
No. If line 6 is zero, stop; you cannot take this credit. Otherwise, skip Part II and enter the smaller of
line 3 or line 6 on line 13.
(� Yea. If line 6Is equal to or more than line 3, skip Part II and enter the amount from line 3 on line 13.
Otherwise, no to line 7.
1
2
2009
Artechm nt
7 Withheld social seourily and Medicare taxes from Form($) W-2, boxes 4 and 6.
If married filing jointly, Include your spouse's amounts with yours. If you
worked for a railroad, see Instructions • • • • • • • • • • • • • • • 7
9 1040 filers: Enter the total of the amounts from Form 1040, lines
`
27 and 57, plus any taxes that you identified using code
"LIT"and entered on the dotted line next to line 60. 9
1040A fliers: Enter-0-.
1040NR filers: Enter the total of the amounts from Form 1040NR, line
,
53, plus any taxes that you identified using code "u7"
and entered on the dotted line next to line 57.
9 Add lines 7 and 8 • • • • • • • • • • • • • • • • • • • • • • • • • • • • • 9
10 1040 filers: Enter the total of the amounts from Form 1040, lines
_
64a and 69.
1040A filers: Enter the total of the amount from Form 1040A, line
41a, plus any excess social security and tier 1 RRTA 10
taxes withheld that you entered to the left of line 44
(see instructions).
1040NR filers: Enter the amount from Form 1040NR, line 63.
11 Subtract line 10 from line 9. If zero or less, enter -0. • • • • • • • • • • • • • • • • • • • • • • • • • • • •
11
12
12 Enter the larger of line 6 or line 11 • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • •
Next, enter the smaller of line 3 or line 12 on line 13.
I' Additional Child a Credit
13 This Is your addlUonal child tax credit • • • • • • • • • • • • • • • • • • • • . • • • • • • • • • • • • • 13 825
Enter this amount on
Form 1040, line 65,
Form 1040A, line 42, or
Form 1040NR, line 61.
For Paperwork Reduction Act Notice, see Instructions. EEA Form 8812 (2009)
SCHEDULE M
(Form 1040A or 1040)
Depanmenl of Um Treasury
9 0
Making Work Pay and Government
Retiree Credits
► Attach to Form 1040A
or1040NR. It -see se
OMB No.1545-0074
Name(s) shown on Mum Yeuraoddfeuaaynarbar
MICHELLE A NARVAE2 561-85-8295
is Important: Seethe instructions if you can be claimed as someone else's dependent or are filing Form 1040NR.
Check the "No" box below and see the instructions if (a) you have a net loss from a business, (b) you received
a taxable scholarship or fellowship grant not reported on a Form W-2, (c) yourwages Include pay for work
performed while an Inmate in a penal Institution, (d) you received a pension or annuity from a nonqualified de-
ferred compensation plan or a nongovernmental section 457 plan, or (9) you are filing Form 2555 or 2555-EZ.
Do you (and your spouse if filing jointly) have 2009 wages of more than $6,451 (512,903 if married filing jointly)?
��� Yes. Skip lines la through 3. Enter $400 ($8001f married filing jointly) online 4 and go to line 5.
JXJ No. Enter your earned income (see Instructions) • . • • • • . • • • • .I 1a 1 8,503
b Nontaxable combat pay Included on
line 1a (see Instructions) • • . • • • • • • 11b
2 Multiply llne la by 6.2% (.062) .................. • • • • •
3 Enter SOO ($800 If married filing jointly) • • • • • • . • • • • • • . • • • • 1 3 1 400
4 Enter the smaller of line 2 or line 3 (unless you checked "Yes" online 18) • • • • • • • • • • • • • • • • • • 4
5 Enter the amount from Form 1040, line 38', or Form 1040A, line 22 • • • • • L 5
6 Enter $76,000 ($150,000 If married filing jointly) • • • • • • • • • • • • . • . L
7 lathe amount on line 5 more than the amount on line 6?
No. Skip line 8. Enter the amount from line 4 on line 9 below.
� Yes. Subtract line 6 from line 5 .................. • • 7
8 Multiply line 7 by 2% (.02)........................................ 8
9 Subtract line 8 from line 4. If zero or less, enter -0- • • • . • • • • • • • • • • • • • • • • • • • • • • • 9
10 Did you (or your spouse, if filing jointly) receive an economic recovery payment in 2009? You
may have received this payment If you received social security benefits, supplemental security
Income, railroad retirement benefits• or veterans disability compensation or pension benefits (see
Instructions). '
J] No. Enter-0-on line 10 and go to line 11.
[� Yes. Enter the total of the payments received by you (and your spouse, if filing ....... .
jointly). Do not enter more than $250 ($500 if married filing jointly)
11 Did you (or your spouse, If filing jointly) receive a pension or annuity In 2009 for services performed
as an employee of the U.S. Government or any U.S. state or local government from work not
covered by social security? Do not Include any pension or annuity reported on Form W-2.
No. Enter 4)- on line 11 and go to line 12.
j Yes. o If you checked "No" on line 10. enter $250 ($500 if married filing jointly
and the answer online 11 is "Yes" for both spouses)
e if you checked "Yes" on line 10, enter .0. (exception: enter $250 If filing • • • • • •
jointly and the spouse who received the pension or annuity did not receive
an economic recovery payment described on line 10)
12 Add lines 10 and 11 .. • • ........ • ....... • ...................... .
13 Subtract line 12 from line 9. If zero or less, enter-0. . • • • • • • . • • • • • • • • • • • • • • • • •
14 Making work pay and government ratires credits. Add lines 11 and 13. Enter the result here
and on Forth 1040, line 63; Form 104DA, line 40; or Forth 1D40NR, line 60 . • • • • • • • . • • • • • • • • •
Form 2555, 2555-FZ, or 4563 or you are excluding Income from Pued
i Act Notice, see Forth 1040A, 1040,.or EEA
1040NR Instructions.
+fi
11
14
Jun 02 2010 4:23PM HP.SSERJET FAX . p•1
VILLA POINT II (Oif-site Newport North ApaRrtents) (qqol
Unit No.
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(Forte"ots not in passadon er s Section a cerditato or voucher, Income docamentado* mast be obtained.)
INVe certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersigned Is/are the only income earning occupants) of the above indicated
leased premises; and,
2. During 2009, the Total Annual Eligible Income" of the undersigned Individual(s)
was $ and;
3. During 2009, my total monthly rent payment to Villa Point II'(Off--site Newport North
Apartments) was $ IaO f O • per month.
• Total Annual Eligible Income includes: wages, tips, overtime, bonuses, commiaatons, net income from
a business or rental property, Interest and dividends, social security payments, retirement fund or
pension payments and distributions, disabi8ty benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point 11(Off-site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided Information In the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification Is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Nevus and Acres of Non -Income Earning Household eignaturn(s) of Income Eaming Household
Member(*): Member(o):
Name Age
N f R sc /H Lj
M c.wrr yea s--
Dale:
C
•
VILLA POINT 11(Off--site Newport North Apartments)
Unit No. ,��b
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(For tenants not in possession of a section 8 certificate or voucher, Income documentation must be obtained.)
We certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersigned is/are the only income earning occupant(s) of the above indicated
leased premises; and,
2. During 2009, the Total Annual Eligible Income* of the undersigned Individual(s)
was $ �) J '?- J2' ; and,
3. During 2009, my total monthly rent payment to Villa Point II (Off -site Newport North
Apartments) was $ % 2 q L ' per month.
" Total Annual Eligible Income Includes: wages, tips, overtime, bonuses, commissions, net income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point 11(Off-site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents.to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the data indicated
below:
Names and Ages of Non -Income Earning Household
Member(s):
Name
Signature(s) of Income Earning Household
Msmber(s):
Age
r ,
Signstum
Date:
Signature
Slgnatum
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Iiableaod w all colkollray referred to
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8,Rgal; OwnsousandPi H edmd N3njhLHve And W100 (5]593,DO pw month
F. Raines Dalai noIRMST(IST) dayarsaeh alenme month.
0.3anviw Daaadl; Soven�Othad Aid M)IM (RMO
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Morgan Lhmn•k 060/1997
josinnetWnik 11/15=W --
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(949)7ZO4170
R. Iw,Mlerd'a Relay &Reavlatloee: Revision Dale: 3106(SY P.shihn"A')
A Prnebaa The Fra d= IoYW an Resident consist of residential Adt101011a Will any Ilppllanma window covemtga. caper and
othw Wl*inp lined an die rrarain than, and the amW and/orm mbar of Pokmg Spoca(a) hakd in 1.0 above. Lendlordmay
change RaYm11 dmlyut<d Owego od/ar petktog Spam, Dens time a ti m. Resident shaft comply vvhh the Poking Rules
wmlrwd in the Rules and Retuladom attached hrrcoomH>dt16R"A" the ofma OarggaaPaAing Spuefw artylhingetherlhn
Yapodtled Its the RWo nd Regulaama Isprahlbbed
A Tarns: Landlord make, on representation that the Pmmixs will be ready 1hr ono VnW on the commencement: doe of the Term. If
Landlord is unable 10 deliver possession ofthePmuaiacs tithe oommeroemem of the Tam. Landlord shall not be liable fardamaga
to ResldenL ban Resident shall not be responsible fa payment orRmt fan the POW belwem the commmocment of the Term ad
the limn, wl*n laidlord deRxm pwatdoa. V Landlord Is not able to deliver pYassion within many (30) drys of the
mlrawrleemertl dak afthe Tena.ithcr ladlordw Rcdded roq. prior W the tltm whm Lwrdbrd delivoe, puss edoru canal thb
Lute by glvhrg woman raU a to tun alive.
a Rant: Ruldenl shall pay Landlord ten Rod for No Pmmba each month is sWalce on or befra Rent Due Den. In xYldon, at
other romxrry obligations afResldml under this Lease Mull bedentrid a be additional Rer4 Anyrrrhmaculothalelm'7ttorin
0da Lase shag bedamedtolndude addidorW ReM. If Resident move, in on Res that day oftha comb, Resident") paYRat for
9a Rra momhwthe a+lawR abotM in Batton l.Em thamoralR tYta IfResidem movesln an my ray mbrthon the Ara day of
thn month, Re,1deM sMll pryMe InRkl Rea Pg7nenlYfollows:
h Llave in aflyda la andhefire thc23th ifRcddet moves In eDwthe is day ofthe mooch and Florin the 230 Ulna, mmmh
thrn Raiders shall make m initial Real payment on the movain died In sprnntad amount for the remaining days oftho moyWn
moods. For example. If Roklut move, in on the 30 dry of Septmsbr, them Rosidul "I pay Rant upon mavain in an assistant
equal Io2/O0 times Ike arnomtabsm In Section 1.E above. In tbbesxnple, the Reddem'sseand Rant payment shall be modem
Ootobw I In thelWl amomt shown InSeaion 133 ,
0. hlovo-"man a.. toe 7e• IfNYldent moves lamthe25o minter day ofthemaoth. than RrIldemhng makers, Mltial Real
psymmnequsim,the sumof (I) aprmatedportion ofthe minalMng day, afthamonth, PLil3 (11) the Fill aoont afthe wairamah's
Ram For "&Wks If Resident mores In an October 27. the Initial Rom Payment shall be the s6 el of (1) 4f31 times the amomt
shown In Section 1.B, plan (1) the full November Rama in the nmomc shown In Section I.E. 1n side Yample, live Raldent's wand
Real poyit er aalall be aaade an Dccanber 1 In the fall oaimt shown fs Swum 1]1
AN provisions of this Lease shell be so Nil farce and efca aameneacing at the move -in data or the data speei@d in Session 1.13
above, whkhareraawn Omar. 7hc Tam urthe l.rnrouauted In Scctlm l.Dslali mi be affmtcd bylhe move -in doe.
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Jun 15 2010 8:41AM HPOPSERJET FR% p.7
SOMeoui.E se
(Form 1040} 3elh Employment Tax
Who Must Pile Schedule SE
You must file Schedule SE it:
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91/10 391yd S2I3d-i3H�tMJ3"1 666G6ZDL95 DEtSI 0t6Z/DL/90
Jun 15 2010 8:42RM HFORSERJET FAX P.8
SCHEDULE EIC
(Fmm1a1"W1040
Odom you begin: •
Earned income Cmdlt
Qualifying Child in►ormatlon
CompledsandmmMto ft
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6664BEOZ99 bE--9t 0t0Z/bt/90
Jun 15 2010 8:42RM
HFIWSERJET FAX
0
p.9
Fora MI
Additional Child Tax Credit
! Pf m
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GGGLeapass 06:91 Olgatoi/se
Jun 15 2010 8:43RM
H*SERJET FRX
rare 8829
Expenses, for Business Use of Your Home
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6E:51 GTOZOT/So
Jun 15 2010 8:43AM
HPO'SERJET FAX
0
p. 12
SCHEDULE M
IFarmlowerlo"
114
DOYoupndl
ttlnslowft'?
BYaa. IN
rfa. EN
Making Work Pay rand Gtovemmod
Retiree Credits
m IaM&tatl.wIWlINa. ►rkwoomm"Olaa
b N*n%wbl•oombmpaylnoludadon
Wwa(satinumlona) . . . . . . . . I tb
I Mu2plylnalabyll2%(.002) . . . . . . . . . . . . . . . .
7 EnNrM00{I/tlOkmaRladlgn/I�MI)l. . . . . . . . . . . . . .
Murat••nlwar«ftla2«wl.s(ulYn.You 'Yea' •t
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0 f5�br776,OD0(7160,000ImarNdfilii0la
7 Iha amo untonino smme omnth•amounton tro St
!10. Iklpana/.Intorlho mourdtmmIha4enina7bakw.
Yaa. 9dbU•ottntsfrortlli'las . . . . . . . . . . . . . .
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12 AddanWIQWWtl . . . . . . . . . . . . . . . . . . .
17/lbuuotM»tskomltis&Nrsroorlao,arNer•D• . . . . . . . . . . .
11 rakktalaettlwy.nl7owrrplw,entbuuraadha.Addlnaallandl9.EnNrfh•rruAMn
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ST/LT 3mci S213cIMH MM
15GUf ZOO 06IST 0183/01/90
Jun IS 2010 8:44AM H*SERJET FAX is
p.13
supporting schedule* 2608
•MumsA DAM= 1 A CARLA, 2 LSPPIizK sBNi 636-55-6027
----------------------------------------r-r----------------------------------
•sCMVUL! C - SUCK LIPPXZK
LYNS i - GROSS RaCEXPTS OR SALSS/YA3NSNC6
reseriptioA a, At
y - - - - M --Y
SCAW MWALB OF AMR
NSLLS LARGO
TOTAL
20,744
41,43s
32,106
SCStLUL! C - BROCK LtPVNXK
LZNs as - TMESS AND LSC=NBSB
Deseriptioa Amount
--------------r---Y..-w-........------------------....-Y......................
SUSSNRss
ssAss
soNp
16O
37s
575
1,s10
SWC1 3wd SdBd-L-JH- XJ3-1 6661BZ4Z9S pB:St matspT/90
Jun 15 2010 8:44AM H*SERJET FAX • p•14
FOfPlhffoyNagw.gl tfaim IRS 4131.
APE
p
556-55-6027 LIPP 565-17-3761 09 PHA 236100 AC
SRECK E LIPPNIK A
CARLA I LIPPNIK R
RP
2338 NAPLES
NEMRT BEACH
01
06
09
10
12
14
16
17
18
31
34
41
42
43
44
45
46
61
62
63
64
71
Sign
Here
fiMYWOMAwn111D1ti
91/01 3 Wd
2
0
0
2
44045
0
0
40183
7274
599
0
0
0
0
0
0
120
0
0
0
87
598
CA 92660
72 0 pilyo
0
73 0 0
74 0 0
75
76 0 4120
77 0 413, 0
78 0 414 0
91 521 110 0
92 0 111 0
93 511 122 0
94
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400 0
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0
402
403 0
404 0
405 0
406 0
407 0
APE 0
FS 0
3600 0
3803 0
SCHC01 0
5870A 0
5805 5805F 0
DESIGNEE , 1
TPIDP 00142079
FN 431871840
DO NOT
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44 C(Wk Cade_ „_&Mmf ............ ► 44
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ACT! Q ManlmlHaudr5arvk#eTa 12j
as 07 CtlwvA"&Womdlreoaplum(wep+pel3)....................... 63
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•71 CmWArjWkwbmoIMWMhpId(mp4pel3j.................................................... • 71
72 2MCA"UmaMMxmWolherpaym"M(rrMpeoet3)........................................... g 72
73 nWMrapamdathorwtbhoMMo(lm W9e13) .......................... ............ ............073
I 74:iwMtBpllorVP011whhhaM(aaapao•13)..................................................... $ 74
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75 Ow*Atp pemodeamwmurky mumbw.AE .. A. Ill
70 owsmonopaaon'setxWapcurhynumhw
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Farm M ct 200e Skl• 0
ESSME6Z99 PCIST Graz/CT/9a
VILLA POINT 11(Off-site Newport
North Apartments)
Unit No.
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(For tenants not in possession of a Section 8 certificate or voucher, income documentation must be obtained.)
We certify to the management of Villa Point 11(Off-site Newport North Apartments) that:
1. The undersigned istare the only income earning occupant(s) of the above indicated
leased premises; and,
2. During 2009, the Total Annual Eligible Income' of the undersigned individuals)
;and,
3. During 2009, my total monthly rent payment to Villa Point iI (Off -site Newport North
Apartments) was $ 1<1 C, �"C, o _ per month.
Total Annual Eligible Income includes: wages, tips, overtime, bonuses, commissions, net income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point 11(Off-site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Non -Income Earning Household aignature(s) of Income Earning Household
Member(s): Member(s):
Name Age
s,gnewrs
signature
/ Signature
Date:��/d
VILLA POINT II (Off -site Newport North Apartments)
Unit No.
CERTIFICATIONOF CONTINUED HOUSEHOLD ELIGIBILITY
(For tenants not in possession or Section 8 certificate or voucher, income documentation must be obtained.)
Me certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersigned is/are the only income earning occupant(s) of the above indicated
leased premises; and,
2. During 20 9, the Total Annual Eligible Income"` of the undersigned individual(s)
was $ l 7 ; and,
3. During 2009, my total monthly rent payment to Villa Point II (Off -site Newport North
Apartments) was $ 'lad ° ' per month.
* Total Annual Eligible Income includes: wages, tips, overtime, bonuses, commissions, net income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point II (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Non -Income Earning Household Signature(s) of Income Earning Household
Member(s): Member(s):
Name Age
slgnaturo
Jun 16 2010 11:52RM HROSERJET FRX
_vim I
P O
P•1
0.
LEASE
�fl`',�-'
1{ /
TNIS LEm IS MADE AS OF Nn
r 16. 2t109 by end betwpm hetebaAw ("Landlord"), and V �'
be tener.0y Sable ad as all colledfvely
/
✓/
I; Douala haehrRer'Wtidnl.^
Ifmore tlni area, etch aledl )dnUy and
_Mrla
rttnaab a'RNWeor' hasda
1. Dafi , SgComoot0lt A
A, 0:
NemortNmth APamnntr
B. EMKWF Unit amber
2601 Ma on, laewportEadt CA 92660
Seen AdANs Cig.�a21P
C.
SpaeNO• 170 Mdlb"No.: 277
No. M VOWda2 11oraao PhaeNai
D. 1=:Camnglas on,
Mach 15,2010
andemhon
AKU 1A. 2010
a I109p.n
E. A&W.
Oao7hoo d Fe"•HnAed NIN1v.Ffve Aad ON100
(S 1495,001 par North
P.PJMIDae
neFIRST(ISTldgofearhcalendarmotdh.
OneThoufand Pour HpndKd'Merry AndOWI00
(flam.flDl
H. 2mij,gy,
?Lena Dateoe0lnh
NU
1. P= No Feb
. J. Auderinad ane,ofCorri aNev: Fred fka&W
Adiketifto NmixotNOMAPUbs"
2 MUeno
NewportBach, CA 92660
(949)720.3765
K. LwWlwd'sRules &I0Ol goes ReAsionlilm 3r06 (See ExWbIt•A-)
2, Fts6a The Peesnha INsd to Raidart consist oft, residentlal act toplhwwlth anY OPPllanoca window covering; carpetard
olhalhmithblgr llmdon the moralnfonn, and the Owfo nNornuNba otpafdng Speer(a)ihkd In LCabote. Landbrdmay
change Residanfs daignard Oarago and/or Perking Spaw ftvrn gm to date. R"Walt Shall WRVIY Will UK Pstleg RUIN
mealned in the Ru1N and Regulations aracbdd hercm a5 Exhibit ••A." Use otter Oaage or Parking Space fNmything other than
a specified in the Hula and Regulations isprohlb'asd
3. Taws lanclod malorsm rgr,Natatin that the Pandso, will be ready fbr owuparey n the comme000raot daseofAw Trans If
WtANd isumblab dohmpwdomoftbe Ptc lam a0K the Tara, ter4ord sIWI not be liable fordmges
to Resident, but Raidenl shall nor be rNporelbh for psymant direct far the period bcOvocn its mnenenccoeN of the TL7m and
the this who Landlord ddives. possession If Landlord Is to able 10 deliver pomealon w0hin thirty (30) depv of the
wnmteaNNm dab Ot a Term, obha Landlord or RorldtN may, pilortithe throe when t Wlord dsUwn pNaaron, camel rids
Lew by givingwrlaari aaicebthpothar.
d. RmU RaWent shall PRY Lwdlad UK Ran the the Ptemises oath monde m advance on or before Rent Doe Doe fn addihne,aU
agar monauy oWgallom otReddmtnoda this Lew shall bedanwd to be additional Rea. Any reRteaeto de tam "Rnt"in
thislAmshagbcdaun toincludesddlUaKlRent.IfRNidontnorNln as UK Orssdgohhe rhotd, RWdenlslNllpayRem for
the &elmmdIfPaldmt tsova in on try dayNherthm Me flan day of
the month, Reagent shall pay UK isidal Rempgment ea follows
a Mova in afterthe la and behre the 25th 1tRashlent morKi In a0a the to day of the mmidi end plotter Oe25e of the Nor h,
than Ratldea shall make an Initial Ras PgttKa on the movie time In apmaaed annoad for the mmaiaing d A of1M nevvin
ssualh. Foraa*s. if Rena mover in on the 39day ofScpkebm Wra Resident shall pgRnt upon n ovain In n woum
putt a l in d cttKl than onotmt rhotvn lnSon ).F I.E ahwe. InNtsexunpia Use ReaWat'saarond Rent pryrNmrhall haNadO n
Oaoba 11n Me1el(arwuntanown b SaUon 1.E
on the25e or later day of UK nand, it=Resident, shall make an Initial
In this
All provislaN oCd& Lame shall be to Nil fbtm and eRecr mamenciug on the enovOn case a The dine spcdfld in Sccdat I.D
abava whkheverowara ha. TlteTnn ufthe Lew Kissed InSWIon I,Dshall mtbeatfected b"Ornove•In doe
OC-Rev. IOnAt
2 OC Om WA•Lew
Jun 16 2010 11:52RM H*SERJET FRX • p•2
M WRNSSS WILE EDP,1hoprdesbwctobaae esw eattcd thtsiaesoftm dry and Year ibatabcvewdaea. EYelpttaS
below) EppettledrgxkdtesdletReadeNbm torland ad,drdseeab nd every tmm, oosenrdardprovisim ofddAGssa.
E]�C1f71 LANDLORDt
TMasdrdtnd aplw4 ardsnemWc) Hat Setda StlabM IrvineAWrnC%tCamMd4C%. LP..s Detav'a"Ura dprtnaddp
Combine prMslns ndr wkieb (e) tNe base My A Cammenitle Itic..
sdeamaretly toetlate Of a t."WY from ssgnib fo•ssoelb up" SY.'rnslrrlaeCompW' l
Ae mphate attic trm Instant. and (b)WItbeRntmryN nDAYvarcommdbn,RedoW diodud d
Inreamd datl wtYc tla W1enry.
NAME: DAZE: AAq-45 or..
NAME: as I l V I Name:
NAME: DATE• TNe: (•— NA"6.1
NAME: DATE:
NAME: DATE:
NmE; DATE:
Nµ{g; DATE:
x-s Ica. Mle
a•OCa,Ml14n
•
• ' ` nve02--14P0 .. ,
Form
""'iiepertiileltF6f"Tieos"pry=lnftvial iievenue'Semce.
-� -
t,
AC—
1040A
t1:S 'Individual- Income Tax Return. -,
2009 IRS Use onlY--Dolhot wale of ataple In this 6'ace.'
LabelYou
t
fast name and initlal
Last name
�" • "' ; 'oMa')Jo11545^ ..,
.Yoir; 'sb�ril.ddt+ritl!riumtwP
(see pagel7.)
LAURA M
CALDERON
i
g
621 46 n907 ,
Use the
E
If a joint return, spouse's first name and Initial
Last name
Spouie' '.-aactilsieurxt! pumber.:
IRS label.
L
i; t
Omerwise
H
Home address (number and atroeq. If you have a P.O, box, sae page 77.
Apt no.rr''ROeteritat
please pent
n
P.O. Box 7063
.�. gr•SsN(q)ebovp.
E
City, town crpost office, state, and ZIP code. If you have a foreign address,
see page 17. a,itox;belo, WWlV66t a -
Presidential
61r.::J; atr tax Ortertllid,
ElectionCsmpalgn
yieck'N:ICyotY_ody"ours(iousa'N.(Iliriglolhtly;'want;$33ago.tothlsfupd(Seepage17) .'r Q'•You, -; '(1,spodee-
Filing
11 ❑ Sindle'.
4 ® Head.of.household (Whlj,lualifymg person). (See page 16.)
status
2 'Q' Marriad'fiiing Jointly (even if.only, one had income)
'If the qualifying person Is a child but not your -dependent,
Check only
3 Q'.Marded filing,a6parately.Erderspouse's SSN.aboVe and'
enter this child' rla '''here. 00-
one box.
full name`,hale,.►
5 (� Qua(ifying,widow(erliwkh',depehd8kit,ehlld (I;Q; ge l9); —_
Exemptions ...6g JR,You self.' 'If's6meond bad dlalirfyoh'as,a•dbOenderit,. do ndt check'
n
bo*6a.-
c�hAIMIL,
cfwMdb 1
p' CI sP, QVIS01-
61 P600, Jent'd:
. Ue net
• _ (2) pb••g,n's aodfal ''
onecwhoi,
'(3),. penitents (4)✓li qu01144ng
De' ehlltl,fdretlNsf ^,
- Of.-Nstname Cdsrname rdynOmber•' .telatlonshipto�You
- ',aaxoriiid10)se- e did l
If more than six
dependents,
- -
MARIA A _ _
_' 20 ..s.
_ eriihYod duo • ,
iodtvoreior
see page 20.
,
w
on HIPS,
d'Tothlri'6"[ber'ofetternptions.claimed.
Income
:
7 Wades,•salaries,ti s,;etc::Attach-Porm(Q 2.
e'' 7_ 48,486
00
Attach
..� .'-.,-'-> -.• ., ".:,'=:
Form(s) W-2
8a• Tezetile;lnterest..Attach SohedtiJerB•,If ie' aired.
•.'_ .' 8a
_
here. Also
b'- •�aX_exe i0t.ihterest., Do not lncIUde-on;line:8a.,
attach t3a prdlnarydividends. Attach:Schedule.Bitreauired. 92,
Forfn(a)
1099-R if tax
b:
, qu211 vie viti
was withheld.
,'1-"
Cam 'pile. gl�in.d
If you did not
14a
'IRA � '" ' •
get a W2, aee
distributions•.
page 24.
•Pew n$l�and
Enclose, but do
-
•anrlultles.` •.'.
not attach, any
,
payment. Mao,
13.
Unelpploymet
pleessuse Porm
•Alaska,Perril9
10404.
-
Adjusted
gross
income
Aci
i .,
FOf Privacy N000, get form FTB7131.
name Imes last name
L,A,U,R,A M I C A L D
YOU
FORM
540A c1 stde 1
^4 6M0.9.0
L, n e a c 11 - A 9 2 6 5 8-
If you filed your 2008 tax return under a different last name, write the last name only from the 2008 fax return.
0 Taxoaver-.---
n 1 Q Single 4 0 Head of household (with qualifying person). (seepage 4) _
1}�g9 2 OMarried/RDP filing jointly. (seepage 4) 5 0 qualifying widow(er) with dependent child.Enteryear spouse/RDP died
rn 3 O Married/RDP filing separately. Enter spouse's/RDPs SSN or ITIN above and full name here
If your California filing status is different from your federal filing status, III In the circle here. . ......... . ....... •
8 If someone can claim you (or your spouselRDP) as a dependent fill in the circle here (see page 7)............. • 6 n
...o ,,,,o o, m,e o, unu nnu 1 u: mumply the amount you enter in the box by the pre-printed do8ar amount for that Ii
7 Persarel: If you filled in 1, 3, or 4 above, enter 1 In the box If you filled in 2 or 5, enter 2 in the box
If you filled in the circle on line 6, see page 7......................
8 Blind., If you (or yourspouse/RDP) are visually Impaired, enter 1; if both are visually impaired, emer2..... 813X
8 8eeipr If you (or yourspouse/RDP) are 65 or older, enter 1; if both are 65 or older, enter 2.......... 0 9 ❑ X
10 Dependents: Enter name and relationship. Do not InelNde yourself oryovrspoe Mop.
Maria (mother) Total dependent exemptions ........ _. • 10 X
11 EXIMPtlon amount -Add line 7through fine 10. Transfer this amount to line 32....:..................11
$98=$ 98
$98 = $
$98 = $
$98=$ 98
12 • State wages from your Form(s) W-2, box 16......................................... 0 12 . 4 8 4 8 6 0_0
13 Enter federal adjusted gross Income from Form 1040, line 37;1040A, line 21; or 1040E2. line 4........... 13. d R d a c mo
14 CalUorele Income Adjustments. See pages 8 and 9 for line 14a through,line 14f.
StateIncome tax refund, ......................... . ..... 14s
unemployment compensation .......................... 14b
U.S, social security or railroad retirement .... . ............ 140
California non-taxable interest or dividend income ........... 141
California IRA distributions ........ . .................... 14e
Non-taxable pensions and annuities ...................... 14f
Total California Income adjustments. Add line 14a through line 14f...........
..........41 140, 1 . . 0000
17 Subtract line 14gfrom line 13. This Isyour California adjusted grpssIncome ...................... 017• .4.8. 4 13 600
18 Enterthe Your California itemized dedNetlons or standard deduction
larger of. shown below for your filing status:
• Single or MarrWIRDP filing separately ............................ $3,637
• Married/RDP filing jointly, Head of household, or qualiying widow(er) ... $7,274
If the circle on line 61s filled in, STOP. (see page 9) ........... . .... ............ • 18 , �_ 7y 0�0
18
Subtract line 18 from line 17. This is your taxable Income If less than zero, enter-0...................18
4 1 2
Do
81
Tax. See Tax Table
62
......................
...................... 31,1
Exemption credits. Enterthe amount from line 11.
If line 13 is more than $160,739, see page 10............... . .. ....32 , L 9. & 00
18
. _
Nonrefundable renters credit. (see page 12) .. . .................. • 46 1� 2 0 . 00.
17
Total credits. Add line 32 and line 46
18
........................................................
........
Subtract line 47 from line 31
3, 1 6• 00
12
..............................................................
Mental Health Services Tax. (see page 12)...............
48. —.
6 4 00
14
Add line 48 and fine 62. This is total tax If less
82
g 0
your than zero, enter-0 .........................*
64,
_ ,00•
3121097 r-
May 26 2010 3: 03PM HRSERJET FAX
�.,^Fax Numbers:
W 30 ^ 'p� Occupancy
"' "" : ob*— 'f�l (714) 480-2701
t eCCointnurnty Resources ,tp \ (714) 48D 2937
i.,
.x7 h•.v.�ww- p
r a ri ate Cs O Id Ilil t 0-ti 3I n o. ./-1.16 h I t J Leasing/Inspections
1770 N. Broadway - Santa Ana, CA 92706 (714) 480-2822
(714) 460-2700 • (714) 480-2926 Too Special Housing Programs
http;//www,ochousing•oro (724) 480.2922
12/17/2009
Irvine Apartment Communities LP
Q/0 Newport North Apts
2 Milano
Newport Beach CA 92660
--_Dear: lrvineApartmentCammunities LP ....._
Tenant ID:P117919
Henrietta L. Russell
2615 San Marco
Newport Beach, CA 92660
This letter is to inform you of a CHANGE IN RENT as follows:
Previous Tenant Share
$
242.00
r'�� �O�Y
Previous Housing Assistance Payment
$
996.00
r
Previous Rent to Owner
$
1233.00
Tenant's New Share Rent
$
249.00
New Housing Assistant Payment
$
989.00
New Contract Rent
$
1238.00
IMPORTANT NOTICE - PENDING RENT INCREASES:
The above contract rent amount may not reflect a pending rent increase (new contract rent you requested.) You
will receive a separate notice with adjusted owner portion from your Field Representative when the rent
increase is completed.
AMENDMENT TO HOUSING ASSISTANCE PAYMENTS CONTRACT:
The contents of the Housing Assistance Payment Contract signed on 02/01/2008 shalt prevail except for the
changes shown above. 'These bhanges will become effective 02/01/2010.
If you have questions please call Yvonne Taylor at 714-480-2709.
YT12117l2009
HAPPYeoflware, Inc.
June 16, 2010
City of Newport
C/O Ms. Fran Meyer
LDM Associates, Inc.
10722 Arrow Route, Suite 822
Rancho Cucamonga, CA 91730
RE: Villa Point II
2009 Annual Compliance for Qualified Households
Dear Fran,
The attached information is in response to your request dated May 21, 2010 and is related
to our 18 affordable units at Newport North Apartment Homes participating in the Villa
Point II Program.
Please let me know if you require any further information to support our current
household(s) compliance.
Irvine Company LLC,
*warn Limited Liability Company
HCCP, COS, C10P, NCP-Exec.,TaCC's
Director, Affordable Housing Compliance
Irvine Company Apartment Communities
110 Innovation I Irvine, California 1 92617-3040
Phone 949.720.3476 1 Fax 949.720.5257
bbreton ,irvinecomapny.com
CC: Kenneth McCarren
t4, IRVINE COMPANY I APARTMENT
Since 1864 COMMUNITIES
PO a 6
CITY OF NEWPORT BEACH
uz P.O. BOX 1768, NEWPORT BEACH, CA 92659-1768
low
August 11, 2009
Irvine Apartment Management Company
Attn: Barbara Breton, Senior Manager
VILLA POINT II
110 Innovation Drive
Irvine, California 92617
Re: Villa Point II
Clearance: 2009 Annual Tenant's Certification
Dear Ms. Breton:
Thank you for your response to the 2009 Annual Tenant Income Certification monitoring
request dated June 5, 2009. Based on the documentation submitted support household
income and monthly rents charged, all occupied units are in compliance with the income
limits and allowable maximum rents in accordance with the recorded Affordable Housing
Agreement.
If you have any questions, please contact me at (909) 476-9696 ext 220.
Sincerely,
�n Meyer
Program Consultant
3300 Newport Boulevard, Newport Beach
www.dty.newport-beach.ca.us
0
Irvine Company Communities
Newport North/Villa Point II Program
Affordable Housing Agreement- dated November 13, 1990
�0 \�
,n� '
#
APT.
RESIDENT
NAME $TTP
FLOORI
SIZE
# OF
JOCC.1
I MOVE IN
DATE
I Compliance
I Status
1HOUSEHOLD1
I INCOME
RENT
126
I? Bahamonde
2+2'
3
4/28/07
Received
$16,279.00 ,
$1,485.00
✓
234
Galindo
2+2/
1
10/02/98
Received
$43,318.00
$1,485.00
✓
'242
Antilla
1+1
1
9/30/05
Received
$39,015.00
$1,240.00
249
Tor erson
1+1
1
2/22/08
Received
$47,038.00 •
$1,336.00
✓
•1140
Gross
2+2
Moved out
7/05/09 /
AJ 20• -
l'L32i'
1205
rl, Co bill
2+2 '
2
8/28/04
Received
$48,329.56
$1,485.00
1440
rL Yeager
1+1
1
9/12/98
Received
$19,955.00
$1,240.00
/
'1528
iL Greenberg
1+1•
1
4/13/08 A
Received
$37,486.00.
$1,294.00'
'1558
Feinber
1+1
1
Moved out
5106/09 t
.2341
I! Klein
2+2
1
9/11/98
Received
$20,899.00
$1,510.00
2407
fL Brani an
2+2 /
2
9115/07
Received
$45,246.00
$1,565.00
2424
Crain
2+2 /
Moved out
3/10/09 .o
2503
- Bewli/Arora
2+2/
2
5/12/08
Received
$49,000.00
$1,595.00
(,[7�•
2519
1?- Tennis
1+1
2
5/12/06
Received
$41,831.42
$1,240.00
'
2605
Roseli
2+2 /
4
6/28/02
Received
$1,485.00
Z aV-
2609
i° Hazewinkel
2+2 /
1
9/24/94
Received
$46,000.00
$1,485.00
2615
Russell TTP$231
1+1
1
1/26/08 X
Received
$12,828.00
$1,238.00
2422
Fr nco
2+2
5
Moved outl
6124109
Total number of apartment:
# of property deemed Incon
TTP = Total Tenant Paymen
July 22, 2009
City of Newport
CIO Ms. Fran Meyer
LDM Associates, Inc.
10722 Arrow Route, Suite 822
Rancho Cucamonga, CA 91730
RE: Villa Point II
2008 Annual Compliance for Qualified Households
Dear Fran,
The attached information is in response to your request dated June 5th and is related to
our 18 affordable units at Newport North Apartment Homes participating in the Villa
Point II Program.
We appreciate the extra time needed to secure this information from our affordable
families.
Please let me know if you require any further information to support our current
household(s) compliance.
Sincerely,
The Irvine Company LLC,
*�Dela e Limited Liability Company
J L
ara Breton
CP, COS, C9P, NCP-Exec.,TaCC's
Senior Manager
BMR Compliance
Irvine Company Apartment Communities
110 Innovation I Irvine, California 1 92617-3040
Phone 949.720.3476 1 Fax 949.720.5257
bbreton(@—irvinecomayny.co
CC: Kenneth McCarren
Opp? IRVINE COMPANY I APARTMENT
Since 1864 COMMUNITIES
Jul 21 2009 2:15PM
P. 1
HP LASERJET FAX
•
0 1 ._
�r, f Wb.' 1, �
PXitoltza
VILLA POINT II (Off -site Newport North Apartments) �4r
Unit No. ? a
C911'riFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(For teaanta oot•In p0e04eaion ofa'Section 8 iertifiente.or vonoher, Incontedocumentation mtttt•be ebtAine4 j
IIWe certify to the management of Vitla'Peint !I (Off Newport North Apartments) that
1. The undersigned is/am-the only income'earning occupanf p) of the above indicated
leased prerhis; ' and,
2. During.2l)t)t3,•the.Total Annual. Eligible I»com'e*of ihe'undersigned Individuai(s) _
— -.... _. vres 4, _;and,
3. During 2008, my total monthly rent payment to Villa Point II (Off -site Newport -North
Apartments) was $ 4 g cJ per month';
" Total Annual Ellgibie income Ihciudes: wages, tips, overtime, bonuses, commissions, net Income from
a business or rental property, Interest.and dividends, social security payments, retirement.fund or
pension payments and distributipns,.disabiiitybenefils, workers' compensation and disability pay,
severance pay, alimony, child support, all regularand special pay and allowances of a member of the
Armed Forces'(to exclude hostile fire allowance).
The undersigned acknowledge(s) that Vlllsi;Point II (Off -site Newport North Apartments) and the City of
Newport Beach are'relying on -the accuracy of the provided information'in'the6'leasing of an apartment to
the undersigned; and In conferdng•on-the•undersigned the monetary benefits of the Agreement which
restricts the'renfs collectible fbr occupancy of the above indicated leased'premfses.
The.undersigned consents to -the dellvery.,of•a copy. of this• Certification •of•Continued' Household Eligibility
to the dity of Newpotf'Bdach.
This Certificatton is made under penalty of.per)ury In Newport Beach, Califomia.on the•date'Indicated
below:
Names and Ages ol.Non•Incoms, Esming Household
Member(s):
Name Ape
r1oery-%a Wo
?1 &OV "GnDN-tb-a U 4,3
Srgnature(s) of Income Earning Household
Member(*):
Date:'
0
VILLA POINT II (Off -site Newport North Apartments)
Unit No. d01
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
gatzt ao
(For tenants not in possession of a Section 8 certificate or voucher, income documentation must be obtolned.)
UWe certify to the management of Villa Point II (Off -site Newport North Apartments) that;
1. The undersigned islare the only income earning occupant(s) of the above indicated
leased, premises; and,
2. During 2 08 the,rr��Total Annual Eligible Income* of the undersigned individual(s)
was $ d'© ; and,
3, During 2008, my total mon hl, ren payment to Villa Point II (Off -site Newport North
Apartments) was $ 11-0 per month.
" Total Annual Eligible Income includes: wages, tips, overtime, bonuses, commissions, net income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point it (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased. premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach,
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Non -Income Earning Household
Member(s):
Name Age
Signatures) of Income Earning Household
Member(s):
Signature
I/
VILLA POINT II (Off -site Newport North Apartments) ✓
Unit No. �—
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(Cor tenants not in possession of a Section 8 certificate or voucher, Income documentation must be obtained.)
INVe certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersigned is/are the only income earning occupant(s) of the above indicated
leased premises; and,
2. During 2008, the Total Annual Eligible Income* of the undersigned individual(s)
was$` °1tdt ;and,
3. During 2008, my total monthly rent payment to Villa Point II (Off -site Newport North
Apartments) was $ la4O per month,
" Total Annual Eligible Income includes: wages, tips, overtime, bonuses, commissions, net income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance.pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point II (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date Indicated
below:
Names and Ages of Non -Income Earning Household
Member(s):
Name Age
Signature(s) of Income Earning Household
Member(s):
Signature
Signature
Signature
Data. d `� j0-V a of
VILLA POINT II (Off -site Newport North Apartments)
Unit No.
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(for tenants not in possession of Section 8 certificate or voucher, income documentation must be obtained.)
INVe certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersigned is/are the only income earning occupant(s) of the above indicated,
[eased premises; and,
2. During 2008, the Total Annual Eligible Income* of the undersigned individual(s)
was $ —�r—; and,
3. During 2008, my total monthly rent pa anent to Villa Point II (Off -site Newport North
Apartments) was $ M 1. 3?z� per month.
* Total Annual Eligible Income includes: wages, tips, overtime, bonuses, commissions, net income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay; alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point II (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Non -income Earning Household
Member(s):
Name Ago
Signature(s) of Income Earning Household
Member(s):
Signature
t,.S/ign lu(re
Date: l �t 1001
Keep this forofor your records -DO NOlMAIL TO FTB
Declaration Control Number (DCN) r�
= — I I I 1 1 1� — L�I I I —I — ❑ Date Accepted
TAXABLE YEAR California Online e-file Return Authorization FORM
2008 for Individuals 8453AL
Your first name and Initial
Last name
Your SSN or ITIN
TERRI B TORGERSON
550-23-8693
If Joint return, spouse's/RDP's first name and Initial
Last name
Spouse's/RDP's SSN or ITIN
Address (including number and street, PO Box, or PMB no.)
Apt. noJSte.no.
Daytime telephone number
PO BOX 3264
714 852-1087
City
State
ZIP Code
TUSTIN
CA
92781
Part I Tax Roti
1 California adjusted gross income. (Form 540, line 17; Form 540 2EZ, line 16; Long Form 540NR, line 21;
or Short Form 540NR, line 21)................................................................1
2 Refund or No Amount Due. (Form 540, line 66; Form 540 2EZ, line 28; Long Form 540NR, line 73;
or Short Form 540NR, line 73)................................................................2
3 Amount you owe. (Form 540, line 62; Form 540 2EZ, line 27; Long Form 540NR, line 69;
or snort corm 54DNK, line uu).................................................
4 0 Direct Deposit of Refund
5 ❑ Electronic Funds Withdrawal Be Amount 5b Withdrawal Date (MM/DD/YYYY)
$47,039.00
$29.00
Part III Make Estimated Tax Payments for Taxable Year 2009 These are = installment payments for the current amount you owe.
First Payyment
Due 4/15/09
Second Payment
Due 6/15/09
Third
Payment
Due 9/15/09
Fourth Payyment
Due 1/15/10
6 Amount
7 Withdrawal Date
PartW Banking Information (Have you verified your banking Information?)
8 Amount of refund to be directly deposited to account below $29.00 12 The remaining amount of my refund for direct deposit
9 Routing number 322079353 13 Routing number
10 Account number 375759091 14 Account number
11 Type of account: 91 Checking ❑ Savings 15 Type of account: ❑ Checking ❑ Savings
Part V
I authorize my account to be settled as designated 1n Part II. If I check box 4,1 declare that the direct deposit refund information in Part IV agrees with the
authorization stated on my return. I authorize an electronic funds withdrawal for the amount listed on line 5a and any estimated payment amounts listed
on line 6 from the account listed on lines 9,10, and 11. If I have filed a joint return, this is an irrevocable appointment of the other spouse/RDP as an agent
to receive the refund or authorize an electronic funds withdrawal.
Under penalties of perjury, I declare that the Information I provided to the Franchise Tax Board (FTB), either directly or through a4lle software, including
my name, address, and social security number (SSN) or Individual taxpayer identification number (ITIN), and the amounts shown in Part I above, agrees
with the information and amounts shown on the corresponding lines of my 2008 California income tax return. To the best of my knowledge and belief,
my return is true, correct, and complete. If I am filing a balance due return, I understand that if the FTB does not receive full and timely payment of my tax
liability, I remain liable for the tax liability and all applicable Interest and penalties. I authorize my return and accompanying schedules and statements to
be transmitted to the FTB directly or through the e4lie software. If the processing of my return or refund is delayed, I authorize the FTB to disclose to
me, either directly or through the e4ile software, the reason(s) for the delay or the date when the refund was sent.
Sign
Here
It is unlawful to forge a spouse's/RDP's signature.
For Privacy Noece, get form ftB i ii is FTB 8453-OL 02 2008
. Keep this fo0for your records - DO N66MAIL TO FTB
Your name: TERRI B TORGERSON Your SSN or ITIN: 550-23.8693
35 Enterthe amountfrom Side 1,line 34.....................................................................35 1672100
36 California Income tax withheld (see page 15)...... • • • • • • ............................0 36�� 1701 00
37 2008 CA estimated tax and other payments (see page 15) ..............................• 37 00
38 Real estate and other withholding, Forms 592-B, 593, and 594 (seepage 15)....... ........• 38 00
39 Excess SDI (or VPDI) withheld. To see If you quality (seepage 16).......................• 39 00
Child and Dependent Cara Expenses Credit (see page 16). Attach form FTB 3506.
• 40 a 41
• 42 ---� • 43 l00
44 Add line 36, line 37, line 38, line 39, and line 43, These are your total payments (see page 16) ....................... 44 1701 �00
45 Overpaid tax. If line 44 Is more than line 35, subtract line 35 from line 44........................................ 45 29100
46 Amount of line 45 you want applied to your 2009 estimated tax .............................................. • 46 00
47 Overpaid tax available this year. Subtract line 46 from line 45................................................ • 47 29 00
48 Tax due. If line 44 is less than line 35, subtract line 44 from line 35.............................................. 48 00
49 Use Tax. Thisls not a total line (seepage 16)................................... Is 49 JO0
CA Seniors Special Fund (see page 60) ..................
► 400
Alzheimer's Disease/Related Disorders Fund ..............
► 401
o CA Fund for Senior Citizens ...........................
Rare and Endangered Species Preservation Program........
0- 402
► 403
a State Children's Trust Fund for the Prevention of Child
CA Breast Cancer Research Fund .......................
Abuse . ► 404
► 405
0 CA Firefighters' Memorial Fund .........................
► 405
Emergency Food For Families Fund .....................
► 407
CA Peace Officer Memorial Foundation Fund. ► 408
CA Military Family Relief Fund .......... ► 409
CA Sea Otter Fund ................. . ...► 410
CA Ovarian Cancer Research fund ....... ► 411
Municipal Shelter Spay -Neuter Fund .....► 412
CA Cancer Research Fund .............► 413
ALS/Lou Gehrig's Disease Research Fund . ► 414
61 Add code 400 through code 414. These are your total contributions ... . . . . ......................... . ........... • 67 0 j00
62 AMOUNT YOU OWE. Add line 48, line 49, and line 61 (see page 17). Do not send cash.
Mail to: FRANCHISE TAX BOARD, PO BOX 942867, SACRAMENTO CA 94267.0001................062
63 Interest, late return penalties, and late payment penalties...................................................... 63 00
64 Underpayment of estimated tax. Fill in circle: O FTB 6805 attached 0 FTB 5805F attached .................... • 64 00
65 Total amount due (seepage 18). Enclose, but do not staple, any payment ......................................... 65 00
66 REFUND OR NO AMOUNT DUE. Subtract Ilne 49 and line 61 from line 47 (seepage 18).
Mall to: FRANCHISE TAX BOARD, PO BOX 942840, SACRAMENTO CA 94240-0002 ................. 066 _ _ _29 00
Fill In the information to authorize direct deposit of your refund Into one or two accounts. On not attach a voided check or deposit slip (see page 18).
Have you verified the routing and account numbers? Use whole dollars only.
All or the following amount of my refund (line 66) is authorized for direct deposit into the account shown below:
322079353 0 Checking 375759091 00
❑ Savings
_
a Routing number .Type •Account number 9 67 Direct deposit amount
The remaining amount of my refund (line 66) is authorized for direct deposit Into the account shown below:
❑ Checking , OD
❑ Savings --
• Routing number *Type *Account number • 68 Direct deposit amount
IMPORTANT: Seethe Instructions to find out If yyou should attach a copy of your complete federal return. Under penalties of perjury,
I declare that I have examined this return, Inclutling accompanying schedules and statements, and to the best of my knowledge and
Sign
belief, it Is true, correct, and complete.
Here Yourdgnature apouseWIRDP's signature pfalDlnl return, both must sign) Dame phone number(opllonaii
(714)852-1087
It Is unlawful to
forge aspouss's/ROP§ X
signature. Pal
Joint MIMI?
(see page 19)
Do you want to allow another person to discuss this return with us (see page 19)? ............ • O Yes ❑ No
Side 2 Form 540 Of 2008
7 3102083
, Keep this foi0for your records -DO NOOMAIL TO FTB
For Privacy Notice, get form FTB 1131. FORM
California Resident Income Tax Return 2008 540131 Side 1
Fiscal —at filers only! Enter month of year and: month _ _ vear 2009.
Your first name
Initial
Last name
Your SSNorrnN
TERRI
B
TORGERSON
550-23-8693
If joint return, spoum's/RDP's first name
InNa
Last name
Spouse'srRDPs SSN or ITIN
Address (Including number and street, PO Box, or PMB no.)
Apt noble. no.
PEA Code
PO BOX 3264
City (If you have a foreign address, see page 9)
State
ZIP Code
TUSTIN
CA
92781
If you tiled your 2007 tax return under a different last name, write the last name only from the 2007 tax return.
e Taxpayer 9 Spouse/RDP
1 0 Single 4 0 Head of household (with qualifying person). (see page 3)
2 0 Marrled/RDP filing jointly. (see page 3) 5 0 Qualifying wldow(er) with dependent child. Enter year spouse/RDP died
3 0 Marded/RDP filing separately. Enter spouse's/RDP's SSN or ITIN above and full name here
If your California filing status Is different from your federal filing status, fill In the circle here ....................• 0
6 If someone can claim you (or your spouse/RDP) as a dependent, till In the circle here (see page 9)..............• 60
► For fine 7, line 8, line 9, and line 10: Multiply the amount you enter In the box by the pre-printed dollar amount for that line. Whole dollars only
7 Personal: If you filled In 1, 3, or 4 above, enter 1 In the box. If you filled In 2 or 5, enter 2, in the box.
If you filled In the circle on line 6, see page 9.................................................. 7 UIX $99 = $ 99
8 Blind: If you (or your spouse/RDP) are visually impaired, enter 1; if both are visually Impaired, enter 2 .... 8 ❑ X $99 = $
9 Senior: If you (or your spouse/RDP) are 65 or older, enter 1; if both are 65 or older, enter 2........... • 9 FIX $99 = $
10 Dependents: Enter name and relationship. Do not include yourself or your spouse/RDP.
Total dependent exemptions........... e10 X $309= $
11 Exemption amount: Add line 7 through line 10. Transfer this amount to line 21 ......................11 $ 99
12 State wages from your Form(s) W-2, box 16 or CA Sch W-2, line 3 .......................... • 12 47039 0o
13 Enter federal adjusted gross income from Form 1040, line 37;1040A, line 21; or 1040EZ, line 4......................... 13 47039 00
14 California adjustments —subtractions, Enterthe amount from Schedule CA (540), line 37, column 8 .................. • 14 00
16 Subtract line 14 from line 13. If less than zero, enter the result In parentheses (see page 11) .......................... 15 47039 oo
16 California adjustments —additions. Enter the amount from Schedule CA (540), line 37, column 0..................... • 15 00
17 California adjusted grass Income. Combine line 15 and line 16................................................ • 17 47039 oo
18 Enterthe Your California Itemized deductions from Schedule CA (540), line 44; OR
larger of: Your California standard deduction shown below for your filing status:
• Single or Married/RDP flling separately ...... . . .................... $3,692
• Married/RDP filing jointly, Head of household, or Qualifying widow(er) ... $7,384
If the circle on line fits filled in, STOP. (see page 11)......................... I................. • 18 3692100
19 Subtract line 18 from line 17. This Is your taxable Income. If less than zero, enter-0 ............................... 19 43347 00
20
Tax. RII in the circle if from: STaxTable 0Tax Rate Schedule 0 FB 3800 O FIB 3803..................0i
20
1771
00
21
Exemption credits. Enterthe amount from line 11. if yourfederal AGI is more than $163,187, see page 13...............
21
99
00
22
Subtract line 21 from line 20. If less than zero, enter-0... . . ......... .........................................
22
1672
oo
23
Tax (see page 13). FlII in the circle if from: O Schedule G-1 O FB 587OA..................................1
23
00
24
Add line 22 and line 23................................................................................
24
1672
00
25 Enter credit name code no and amount ......... ►25 100
26 Enter credit name code no and amount ......... ► 26 00
27 To claim more than two credits (see page 14) ...... ................................. • 27 00
28 Nonrefundable renter's credit (see page 14)........................................ • 28 00
29 Add line 25 through line 28. These are your total credits....................................................... 29 00
30 Subtract line 29 from line 24. If less than zero, enter -0.... .................................................... 30 1672 00
31 Alternative minimum tax. Attach Schedule P (540) ........ . .......................... • 31 00
32 Mental Health Services Tax (see page 15) . ........ . . . ....... . ...................... • 32 00
33 Other taxes and credit recapture (see page 15)...................................... • 33 00
34 Add line 30, line 31, Ilne 32, and Ifne 33. ThIs is your total tax ................................................ • 34 1672l00
---I' 3101083 F_
•,
•
0
Deparbnant of thm Treasury— Internal Revenue Semw
Form
income Tax Return for Single and
1040EZ
Joint Filers With No Dependents (99)
2008
OMB No. 154SW
Yourfirstname MI Last name
Your social security number
Label
(son lnstwcllons)
L
TERRI B TORGERSON
550-23-8693
Ifelolmr tum, spouWa Nat name MI Lost name
Spouw's social security number
9
UsethelRS
E
L
Othefrwise,
H
Home address street). If you have a P.O. box am instruction.
Aptre.
You must enter your
po`type. t
R
PO BOX 3264
SSN(s)above.
City, loam or post office. If YOU have a foreign address, swlnalmclions.
Stale 7JPwtle
Checking a box below will not
E
Presidential
mrremTrr
M 92781
change your tax or refund.
Campaign '
ea Famed Income crad ( ) (on . .
lose Inns)
Check here if you or your spouse If a joint return, want $3 to 0o to this fund?......... ► n
You
n spouse
Income
1
Wages, salaries, and Ups. This should be shown in box 1 of your Form(s) W-2.
Attach your Form(s) W-2......................................
1
47,039.
2
Taxable Interest. If the total Is over $1.500, you cannot use
AttachForm
1040EZ...........................................
2
W-2 here.
3
Unemployment oompensa8on and Alaska Permanent Fund
dividends(see lnsWctons).....................................
3
Enclose
but do not
attach, any
4
Add lines 1 2 and 3 This is your adjusted gross Income . ....................
4
47,039.
payment.
5
If someone can claim you (or yours pouse If a joint return) as a dependent, check the
applicable box(es) below and enter the amount from the worksheet.
You Spouse
If no one can claim you (or our spouse if a joint return), enter $8,950 if single; $17,900 if
married6lingjointly Seelnstruall ns ...............................
5
8,950.
6
Subtract line 5 from line 4. If line 5 is larger than line 4, enter-0-. This Is your
taxableIncome ........................................ ►
6
38,089.
Payments
tax
7
Federal Income tax withheld from box 2 of your Form(s) W-2 .. .
7
6,504.
and
it EIC 1 tructt s.
)
Be
saens ......................
b Nontaxable combat pay election .................. 8 b
9 Recovery rebate credit (see instructions) .............................. 9 0.
10 Add lines 7 8e and 9 These are Your total payments ..................... ► 10 6,504.
11 Tex. Use the amount on line 6 above to find your tax in the tax table In the instruction
DOOKIeL I nen, enter me tax imm ma iaDiu vn uns nin .. ..... .. .. . . , .
Refund 12a If line 10 Is larger than line 11. subtract line 11 from line 10. This is your refund.
Have It dremy If Form 8888 is attached, check here ► ► 12a 641.
...................
depoenetll sea
'"012b tied ► bRoulingnumber .. 322079353 ► cT e: Checking QSavings
and 12d or Form
8088' ► dAccountnumber.. 375759091
Amount 13 Iffinellislarger.
than line 10, subtract line 10 from line 11. This is the amount you owe.
You owe For details on how to pay, see Instructions ........................... ► 13
Third party Do you want to allow another person to discuss ttlisreuonwilhlhelRS(seekwitictmts)? ........... U Yes. Completethefollamng. XUNo
designee timlip es Phone Pemonoi lD
flame ► no. ► no.(PIN) ►
Sign
Under penalges of rlurWedare that l have examined this whom, and to the bestof my kroxledoe and belief It is lee ooaecLandecwmtelylBbdlanumeand
here sources fincomeln ce during are tazyea. Decimation ofpwpewr(ohherthan the tavayer) Is based an R lnfwnalion ofwhkb to pwponerhas any koMedge.
Vauralgnture (Date IYouracwpagon IDnylimo phone no
Jolnlrehom? '
See Inthe•
Bons. Keep
a copy for
yourrewlds.
Data Pawnees SSN or PTIN
Preperefs
Paid signahom ► Rsmdayed
preparer'8 ours Self —Prepared
Flmrename(orcod
Ube onlyaddress,
anyed). �N
etltlress, antl 2lP code ►
aAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see Instructions. FDRA0201 10/31/08 Form 1040EZ (2008)
Name(s) Shown on Return
Tax Payments Worksheet • 2008
► Keep for your records
Social Secunty Number
Estimated Tax Payments for 2008 (if more than 4 payments for any state or locality, see Tax Help)
Federal
state
Local
Date
Amount
Date
Amount
ID
Date
Amount
ID
1
2
3
4
5
Tot
Payments..
04/15/08
04/15/08
04/15/08
06/16/08
06/16/08
06/16/08
09/15/08
09/15/08
09/15/08
01/15/09
01/15/09
01/15/09
Estimated
.
Tax Payments Other Than Withholding
(If multiple states, see Tax Help)
Federal
State
ID
Local
ID
6 Overpayments applied to 2008....
7 Credited by estates and trusts
8 Totals Lines 1 through 7 ......
9 2008 extensions ............
....
_
_
_
Taxes Withheld From:
Federal
State
Local
10 Forms W-2......................
11 Forms W-2G .....................
12 Forms 1099-R ....................
13 Forms 1099-MISC and 1099-G...........
14 Schedules K-1 ....................
15 Forms 1099-INT, DIV and OID
16 Social Security and Railroad
17 Form 1099-B .......
18 a Other withholding ....
b Other withholding ....
c Other withholding ....
19Loc'_ Total Withholding Lines 10
20 Total Tax Payments for 2008
...........
Benefits .......
St _Loc
St Loc _
St Loc _
St I-
through 1Be...
...........
6,504.
1,701.
6,504.
1,701.
6,504.
1,701.
Prior Year Taxes Paid In 2008
(If multiple states or localities, see
Tax Help)
state
ID
Local
ID
21 Tax paid with 2007 extensions
22 2007 estimated tax paid after
23 Balance due paid with 2007
24 Other (amended returns, installment
..............
12/31/07 .........
return ............
payments, etc) . .
_
_
_
Federal Carryover Worksheet 2008
► Keep for your records
Name(s) Shown on Return I Social Security Number
2007 State and Local Income Tax Information (See Tax Help)
(a)
State or
Local 10
(b)
Paid With
Extension
W
Estimates Pd
After 12131
(d)
Total With-
held/Pmts
(0)
Paid With
Return
M
Total Over-
payment
(9)
Applied
Amount
Totals . .
Other Tax and Income Information
2007
2008
1
2
3
4
5
6
7
8
Filing status .............................
Number of exemptions for blind or over 65 (0-4).........
Itemized deductions after limitation ................
Check box if required to Itemize deductions ............
Adjusted gross income .......................
Tax liability for Form 2210 or Form 2210-F ............
Alternative minimum tax .......................
Federal overpayment applied to next year estimated tax.....
1
2
3
4
5
6
7
8
_
1 Sincf1e
2 077.
�—
—M-
47,039.
5 , 863 .
QuickZoom to the IRA Information Worksheet for IRA information (see Tax Help) ....... ►
Excess Contributions
2007
2008
9 a Taxpayer's excess Archer MSA contributions as of 12131 ....
b Spouse's excess Archer MSA contributions as of 12131 .....
10 a Taxpayer's excess Coverdell ESA contributions as of 12131...
b Spouse's excess Coverdeil ESA contributions as of 12131....
11 a Taxpayer's excess HSA contributions as of 12131 ........
b Spouse's excess HSA contributions as of 12131 .........
9 a
b
10 a
b
11 a
b
Loss and Expense Carryovers
2007
2008
12a Short-term capital loss ........................
b AMT Short-term capital loss ....................
13 a Long-term capital loss ........................
b AMT Long -tens capital loss .....................
14 a Net operating loss available to carry forward ...........
b AMT Net operating loss available to carry forward ........
15 a Investment interest expense disallowed ..............
b AMT Investment interest expense disallowed ...........
16 Nonrecaptured net Section 1231 losses from: a 2008...
b 2007...
c 2006...
d 2005...
e 2004...
If 2003...
12a
b
13 a
b
14 a
b
15 a
b
16 a
b
c
d
e
f
VILLA POINT it (Off -site Newport North Apartments)
r
Unit No. �zUS
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(tor tenants not in possession of a Section 8 certificate or voucher, income documentation must be obtained.)
I/We certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersigned is/are the only income earning occupant(s) of the above indicated
leased premises; and,
2. During 2008, the Total Annual Eligible Income' of the undersigned individual(s)
was $ ..41 29�. 32-2o and,
3. During 2008, my total monthly rent payment to Villa Point it (Off -site Newport North
Apartments) was $ %N$�• per month.
* Total Annual Eligible Income includes: wages, tips, overtime, bonuses, commissions, net Income from
a business or rental property, Interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point II (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Non -Income Earning Household
Member(s):
Name Age
yoy x� Mc-/1' w e�6') J-
Signature(s) of Income Earning Household
Member(s):
Date:
Signature
4 i y5.
VILLA POINT II (Off -site Newport North Apartments)
Unit No. AP/0
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(For tenants not in possession of a Section 8 certificate or vauclier, income documentation must be obtained.)
INVe certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersigned is/are the only income earning occupant(s) of the above indicated
leased premises; and,
2. During 2008, the Total Annual Eligible Income* of the undersigned individual(s)
was $ _ J j g �$S_; and,
3. During 2008, my total monthly rent payment to Villa Point][ (Off -site Newport North
Apartments) was $ / 2t%0. per month.
" Total Annual Eligible Income includes: wages, tips, overtime, bonuses, commissions, net income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point II (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date Indicated
below:
Names and Ages of Non -Income Earning Household
Member(s):
Name Age
Signature(s) of Income Earning Household
Member(s):
MUM
Signature
Data: _
QUALITY
Jul
17 2008 3:18PM
HP LRSERJET FAX
P.1
VILLA POINT 11.(Off-site Newport.North Apartments)
{trait No, 'QZ
CERTIFICATION OF CONTINUED HOUSEHOLD ELIOISILITY
(For tenants not b possession of a Section S ecrdfimts or voucher, Incatae docutnentguoa must be obtsiaed,)
INVe certify to the management of VUIa'Point II (Off -site Newport North -Apartments) that
1. Tito undersigned Islam the only income eaming-occupent(s).of the eboVa Indicated
leased premises; and,
2. Duriing 2008, the Total Annual Eligible Income of the undersigned indlvldual(s)
w4e',$ 3�, ql to ; and,
& During 2 8, my total mo ily rent payment to Villa PoInt 11(Off-site Newport North
Apaitme ) was $ Wper month.
' Total Ann AE 1611911210 income includes: wages, tips, overtime, bonuses, commissions, net Income from
a lwsines i or rental property, interest -and dividend$, social security peyMents, retirement ftmd'or
pahsilon p mehts and distributions,.disebility benefts, woAerst compensation and disability pay,
severan y, alimony, child support, all regular and special pay and allowances of a'member of the
Armed Fo is (tc4=lude'hosti1e fire alfowancol.
The undersigned a,
owledge(s) that Villa Point it (Oft -site Newport North Apartments) -and ihe'City of
Newport Beach are
ying on the -accuracy of the.provkted information.tn the leasing of an apartment to
the undersigned; an
n conferring on the undersigned the•rnonstafy benefits of the Agreement which
restricts the rents co 1
etible for occupancy of the above Indicated leased'premises.
The undersigned
to the City of Nev
This Certification is
below.
Names and 'Ages of
Member(s):
its to the.deilvery of a copy of this Certification of Continued Household Eligibility
uhderjrenalty of pedury in Newport Beach, California on the date indicated
naming Houdehold
Ape
Signatare(s) of income Earning Household
Msmber(s):
ftnokn
oeto• tom/ 0
Jul 17 200S 3:18PM HP LRSERJET FRX
eF of AA n Department of the Treasury—lntsmal Revenue Service
•
P.2
Label
L
- ,o nu. ,a•wur•
Your fir6t name and lnPoal Lastneme Yoursodar sseurky number
(see
A
�Y M Greenberg 21B-62-0291
H
L
xa)olm return, spouse's Brat name end initial Last home apoutes social sscuray number
Use the IRS
Otherwise,
N
E.
Home address (number and street). If you here a P.O. box, sae Insinclions. Apt no,
1528 Valencia - s)abovt enter
pleas► print
6'
urSSNYou
. yourSSN(c) above, .
or type,
City, lor+rt or Postofnce, state, and 7JP code. xyou haves foreign addreae, seelnsbuc6ons.
Presidential
Newport Beach CA 92660-3285 changi oubtaxorlu Will not
'
Efrmaen Campaign
Chock here If you, or your spouse if filing jointly, want $3to'me to this RIM (see Instructions) ► ❑ You ❑ spouse
Filing Status
1 ❑X Single Heatl of household (with quallty)ng person). (See Insir,) If
the
qualifying person Is a child but not your dependent, enter
2 Married filln ointl even If on one had Income
91 Y ( N )
Check only
, this child's name here. ►
3 ❑ Marled filing separately. Enter spouse's SSN above
one box
and full name here. ►
6 Q Qualifying wldow(er) with dependent child (sewlnstf'uetbns)
Exemptions Its
b
to
If nrore than four
dependents, see
Instructions.
Yourself. If someone can claim you as a dependent, ;do notphectl box Be ;
Spouse ....... ,
Dependents:
11)First name Lastnama
a Dryandant4 Ia)nopenden,
aO�al aeOYkY numbs rsiatbneNp to
W
a
Ly'r rtri wta��
tlYadll aea�Mn.;
Income
7
Wages, salaries, tips, etc. Attach Forms) W 2
8a Taxable Interest Attach Schedule B If required ............ .
Attach Forms)
b Tax-exempt interest. Do not Include on line 8a , , , ,,, , , , , , , , , 8le
W 2 here. Also
Be Ordinary dividends. Attach Schedule 8 If required ......... . . ...
attach Forms
W20 slid
. ......... .
to Qualified dividends (see Instructions) ..... . ......:...... " 196 '0
10 Taxable refunds, credits, or offsets of state and local Income taxes (see instrud)ons)
1099-R if tsx
11
,
Alimony recelved .... . . . ' ' •
was wNhheld.
12
Business Income or (loss). Attach Schedule C or C-EZ ,, , , , , , ,
13
, , , , , , , , , , • .. ,
Capital gain or(loss)•Altaci,seheadsosr«gwed. snotregeked,meckhere , , , , , , , , ,.....,... ►
If you did not
14
Other galas or (losses). Attach Form 4787 .. , .. .
.. �.....to
get aW-2,
sae instructions.
15a
IRA distributions . Taxable amount(me inst.)
16a
Pensions and annuities .... ,' .. 16a b Taxable amount (see IriaL)
Enclose, but do
17
Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E
not attach, any
18
,
Farm Income or (loss). Attach Schedule F ...
payment. Also,19
. ............
Unemploymentcompensatbn . . , . .
Form 040use
Forsn1ti40-V.
20a
Social security benefits ... I20a
tY .. '•• Taxable amount(seelnst.)
21
Other. income. List type and amount (seetnstrucdons)__—____
22
_ _
Add the amounts In the far right column for lines 7 through 21. This is ourtotal Income ,^, ►
Adjusted
23
Educator expenses (see Instructions) ........... . .. . . . . 23
Gross
24
Certaln business expenses of reservists, performing artists, and
Income
fee -basis government officials, Attach Form 2106 or2106-EZ .... , , , 24 0
26
Heakh savings account deduction. Attach Form 8889 ....... , , , 26 0
26
Moving expenses. Attach Forth 39D3 ...... .. . 26 a
27
One-half of 5e111-empfoyment tex Attach Schedule SE ........... 27 0
28
Self-employed SEP, SIMPLE, and qualified plans ............"ID
•
29
Self-employed health Insurance deduction (see instructions) .. ..
30
Penalty on early withdrawal of savings .... . ... . . . . .. . .
31a
Alimony paid b Reciplents SSN ► -
32
IRA deduction (see Instructions) . ....... ... ... .. ..... .33
Student loan Interest deduction (500Instructions) .. ...........34
Tuition and fees deduction. Attach Form 8917 .... ...... . ....35
Domestic production activities deduction. Attach Form 6903 ......
36
Add lines 23 through 31a and 32 through 35 ................37tractIln3from
line 22 This is your adjusted gross Income ..
K1/1 For Olejac, ure, privacy Act, and Paporwork Reduction Act Notice, see instructions.
9oaMchwked
1
on as and eb
No, of children
on ec who:
a lived Wfaf yse
• drdnol—Wah
You oroa
uuppW, ntod
(warn,Wdl,n,)
--r
0epsode6ts on ec
110lMa11ad ihOW
Addnumbenof,
n
N
317
Form 1U4U (2008)
Jul
17 2009 3:18PM
HP _Lfi9_ERJET FAX
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FILI-ERFRI:SH MOCHA TIMS
Jul 15 2009 10:52RM HP LRSERJET FAX
,,7iq1 t/P . 1
VILLA POINT It (off -site Newport North Apartments)
Unit No. C;
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(For tenanti not invonession of a sections certificate or voucher, income docunentafiea meat be obtained,)
INVe certify to the management of Villa Point 11 (Off -site Newport North Apartments) that:
1. The undersigned isfare the only income earning occupant(s) of the above indicated
leased premises: and,
2, During 20DS, the Total Annual Eligible Income* of the undersigned Individuals)
anti ---
vWas• � ,
3. [luring 2008, my total monthly rent payment to Villa Point ii {Off -site Newport North
Apartments) was $ 6 = per month.
16-10
* Total Annual Eligible Incgme.includes.. wages, tips, oveitime, bonuses, commissions, net Income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workets' compensation and disability pay,
severance pay, alimony, child support, all regular.and special pay and allowances of a member of the
Armed Foroes (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point it (Off -site Newport North Apartments) and the City of
Newport teach are retying on the accuracy of the provided information in the teasing of an apartment to
the- undersigned: and In conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach,
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Nori-income Eaming Househord
Mortiber(s):
Name ABa
Signature(s) of income Eaming Hoosabotd
Member(s):
Slpnaers
SIpnANn
Oats-
VILLA POINT 11(Off-site Newport North Apartments)
Unit No. 7
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(ror tenants not in possession of a Section 8 certificate or voucher, income documentation must be obtained.)
I/We certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersigned is/are the only income earning occupant(s) of the above indicated
leased premises; and,
2. During 20�0�8f, the Total Annual Eligible Income* of tthe undersigned individual(s)
T� �'+wft 7 On ax rG r''Lr
was $ � ;and, -
3. During 2008, my total monthly rent payment to Villa Point II (Off -site Newport North
Apartments) was $ 1 S (05 ' T' per month.
" Total Annual Eligible Income includes: wages, tips, overtime, bonuses, commissions, net Income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point II (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Non•lncome Earning Household Signature(s) of Income Earning Household
Member(s): Msmber(s):
Name Age
si nature
Signature
Ar Signature %,�(
Date: µ am) a 6O
1
ry
r
6WA-41
VILLA POINT 11(Off-site Newport North Apartments)
Unit No. aso3
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(b'or tenants not in possession of a Section 8 certificate or voucher, income documentation must be obtained.)
INVe certify to the management of Villa Point 11 (Off -site Newport North Apartments) that:
1. The undersigned is/are the only income earning occupant(s) of the above indicated
leased premises; and,
2. During 2008, the Total Annual Eligible Income* of the undersigned individual(s)
was $ 4q= ; and,
3. During 2008, my total monthly rent payment to Villa Point II (Off -site Newport'North
Apartments) was $ 601 • M per month,
tom. C6 >
" Total Annual Eligible Income Includes: wages, tips, overtime, bonuses, commissions, netIncome from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point II (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a -copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Non -income Earning Household Signature(s) of Income Earning Household
Member(s): Member(s):
Name Age
�AttirArc�7 et— r S gcwt,►
Signature
IWtXA Cr A 3D --
Signature
Date:
Signature
Unit A45 VP II Units NPN
Head ofHousehold's
Name:Bewli/Arora
❑ Initial Certification
6W 1 ,'._ 4-e Date:
Date of Expected Move -In:
g Recertification (Annual or7ntertm) Effective Date:
2008
7/1/2009
You reside in an apartment that is governed by the federal Housing Credit Program or Department of Housing and
Urban Development's (HUD) regulations. These programs require us to certify all of your income, asset and
eligibility information as part of determining your household's eligibility. Program requirements state we must
verify each income and asset source as well as other claims of eligibility. We must determine this prior to granting
your eligibility and, if such eligibility is granted, each subsequent year you remain in the unit.
I, Kawalleet S. Bewli and Sarika G. Arora certify that:
I participate in the Villa Points II Program at Newport North. I moved to the property in 2008. 1
have been asked to provide my 2008 Tax Returns for the City's annual Recertification Process. I
did not file taxes in 2008. I certify that my income does not exceed the Income Limits set for this
program.
I certify that the information given above is true and complete to the b st of my knowledge. I understand that
providing false or misleading information is a breach of my leas may be subject to criminal penalties.
Signature of Applicant/Resident:
Irvine Company Apartment Communities
Porn 6
Self Affidavit
Revised 07/08
0
•
Newport North
2 Milano
Newport Beach, CA 92660
To whomsoever this may concern:
This letter is to state that we undersigned live at 2503 Salerno Newport Beach, CA
92660. We also state that we file income taxes jointly and have filed extension for our
tax filings for year 2008.
Please call us at 949-289-2640 if you have any questions.
Yours sincerely,
Ka aljeet S. Bewli
Safika G.
9 10
VILLA POINT II (Off -site Newport North Apartments)
Unit No.
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(For tenants not in possession of a Section 8 certificate or voucher, income documentation must be obtained.)
]Me certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersigned is/are the only income earning occupant(s) of the above indicated
leased premises; and,
2. During 2008, the Total Annual Eligible Income* of the undersigned individual(s)
was $ _ 1 831 r �2 ; and, _
3. During 2008, my total monthly rent payment to Villa Point II (Off -site Newport North
Apartments) was $ 04) per month.
" Total Annual Eligible Income Includes: wages, tips, overtime, bonuses, commissions, net Income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point II (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Non -Income Earning Household
Member(s);
Name Age
Signature(s) of Income Earning Household
Member(s):
WMILW
s gnalure
Signature
sl nat/�ure
Date; -11 I
Jul 21 2009 5:04PM Print Run 3108240708 / P.1
�'�(//
Jul 21 2009\4:56PM H*RSERJET FAX • p,2
V14LA POINT If (Off -site Newport North Apartments)
Unit No.��
CEi TIFICl•1TION OF CONTINUED HOUSEHOLD ELIGIBILITY
(F'or tcdnnts nos to possonfan of a 6action8 certlr'.toskar voucka, Iacono docurnentatloa mast boobtAhMl,)
I/We certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersigned is/are-the only Income earning ocoupant(e) of the above indicated
leased premises; and,
�. During 2008, the Total Annual Eligible Income` of the undersigned individuals)
wast..$ 'Jm,4f" . ;and,.
3. During 2008, my total morithlyrent paymelitio.Villa Point II (Off -site Newport North
Apartments) wag $ _ / V?._ per month.
• Total Annual 011ilble Income includes: wages, tips, overtime, bonuaes, commissions, net income from
a business or rental property, Interest and dividends, social security payments, retirement fund or
pension 3ayments and disfributlohs, disablilty benefsfs, workers' compensation and disability pay,
severan a pay, allinony, ohdd support all regular and special pay and•allowandes of a member of the
Armed F age (to -exclude hostile fire allowance).
The undersigned agknowiedge(s) that Vita Point 11(Otf-site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents c�lectible for occupancy. of the above indicated leased premises.
i
The undersigned consents nsents to the delivery of a dopy of this Cepcation of Continued Household Eligibility
to the City of Newport Beach.
This Certification Is made under penalty of. perjury in Newport Beach, Calliornia on the date Indicated
below:
Names and AQos of N6n4n=m& Earning Hotnshold
Member(a):
T1 ;N¢me AUa '
Pub
,:z f7j tcr/>'� ti
A-c7 t4_ / rr-r t Z
' We: 7, z /. 69
• Ito-Z,4 to f,04.4 L r,-,
VILLA POINT II (Off -site Newport North Apartments)
Unit No.a�
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(ror tenants not in possession of a section 8 certificate or voucher, income documentation must be obtained.)
IMe certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersignelyare the only income earning occupant(s) of the above indicated
leased premises; and,
2. During 2008, the Total Annual Eligible Income* of the undersign individual )
was $ 000; and,
3. During 2008, my total mo thiy rent payment to Villa Point II (Off -site Newport North
Apartments) was $ � per month.
" Total Annual Eligible Income Includes: wages, tips, overtime, bonuses, commissions, net income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay -and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point II (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above Indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Non -income Earning Household
Member(s):
Name Age
Signature(s) of Income Earning Household
Member(s):
Date:
Signature
Signature
Jul in auuo G: GYrn nr rnn
..
" 1>156111(� ,
I N
Housing & Community
Services Department
i i i I ORANGE COUNTY HOUSING AUTHORITY
1770 North Broadway, Santa Ana, CA 92708.2642
Telephone (OCHA): (714) 480-2700
FAX: (714) 480.2812
F O R M A T 1 O N S
Date: 2/6/2008
Subsidy Number: PI-17919
Tenant's Name: Henrietta Kussell
Address: 2615 San Marco
City: Irvine CA 92660—
Owner Name: Newport North Apartments
Effective Date: 2/1/08 End Date: M2M
RENT
Tenant Portion
OCHA Portion
Total Rent
11- PRO-RA-TED RENT
Pro -Rate for
Tenant Pro -Rate
OCHA Pro -Rate
TOTAL PRO -RATE
Field Representative:
Telephone Number:
$ 231 /
$ 1,007
$ 1;238
days of
carolyn chin
(714)480-2973
H E E T
CITY OF NEWPORT BEACH
P.O. BOX 1768, NEWPORT BEACH, CA 92659-1768
June 5, 2009
Irvine Apartment Management Company
Attn: Barbara Breton
VILLA POINT H
110 Innovation Drive
Irvine, California 92617
Re: Transmittal of 2009 Income Limits and Maximum Rents -Revised
Villa Point II — (Off Site Newport North)
Dear Ms. Breton:
This correspondence transmits the revised income limits and maximum rents as they apply to the
Villa Point II (Off -site) Newport North Apartments. Adherence to these income limits and rents
will provide conformance with the City of Newport Beach and U.S. Department of Housing and
Urban Development's (HUD) affordability requirements.
(1) The 7 one -bedroom units and 11 two -bedroom units must be rented to families or
individuals that meet HUD's low-income standards (80% of area median income). This
may be accomplished by renting the units to Section 8 Certificate or Voucher holders.
When Section 8 tenants are not available, one bedroom units may currently be rented for
no more than $1,330 per month. Subsequently, the two -bedroom units may be rented for
no more than $1,595 per month to individuals whose total household income does not
exceed low income standard (see enclosed income limit chart).
(2) Based on the HUD Orange County median income of $86,100, and adjustments for
family size, the maximum rents that can be charged are as follows:
Unit Size Maximum Rent Income Limit
1 Bedrooms
Section 8
(OCHA)
Section 8
(OCHA)
1 Bedrooms
Section 8 FMR
2 Persons: $59,500
3 Persons: $66,950
(HUD)
($1,330)*
4 Persons: $74,400
2 Bedrooms
Section 8
Section 8
(OCHA)
(OCHA)
3300 Newport Boulevard, Newport Beach
www.dty.newport-beach.ca.us
Irvine Apartments/ Barb•Breton
Villa Point II (Off -site Newport North Apartments)
Transmittal of Revised Income and Rent Limits
June 5, 2009
2 Bedrooms
Section 8 FMR
2 Persons: $59,500
3 Persons: $ ,0
(HUD)
($1,595)*
4 Persons: $7474,40400
*with utilities: Gas/Elec & Refrigerator
HUD's policy for two -bedroom units is that they must not be occupied by one individual or a
married couple. It is HUD's position that housing assistance funds are very limited, and should
be used to house people as efficiently as possible. This policy should be applied to all two -
bedroom units.
Individuals or families occupying a unit in this development shall enter into a rental agreement,
the terms of which includes a requirement for the submission of verification information
regarding the income of the occupants. Additionally, a rental agreement provision shall also be
included that provides for termination of the tenancy in the event of misrepresentations, as
described in the affordable housing agreement with the City. Information verifying tenant
income at the time of initial occupancy and for each yearly re -certification thereafter, shall be
maintained in the tenant's individual file.
Rental rates may be adjusted periodically to reflect published changes in the Section 8 Fair
Market Rents (FMRs) and applicable revised income limits. Notice of proposed rent increases
must be given to tenants in writing at least 30 days prior to the effective date of the increase, or
in conformance with applicable state law, whichever is longer. A copy of the written rent
increase notification must also be maintained in your records for compliance with HUD
requirements.
To simplify monitoring and minimize paperwork, the City is requesting that the following forms
be submitted annually to the City:
A. For mots occupied by tenants with Section 8 certificates or vouchers, please
provide the City with a copy of the Section 8 Rental Agreement.
B. For the remaining units, not occupied by Section 8 tenants, each new tenant must
submit a copy of their most recent signed income tax form, and be eligibility
qualified. Retain a copy of their income tax form in their file, and forward a
photocopy of each of the new rental agreements to the City.
C. For the remaining units, not occupied by Section 8 tenants, each continuing
tenant must complete and return to you a "Certification of Continued Household
Eligibility" form for the annual reporting period. A copy of this form is attached
for your duplication and distribution. Forward a copy of the Certification form to
the City for each continuing tenant.
Irvine Apartments/ Barbara Breton
Villa Point II (Off -site Newport North Apartments)
Transmittal of Revised Income and Rent Limits
June 5, 2009
D. An Annual Affordability Monitoring Summary Report form is attached for your
completion. Transfer the requested information from your tenant submissions,
and return this form to the City.
The City of Newport Beach has retained the services of LDM Associates, Inc. for performance
of its annual affordable housing compliance.
Please submit the above requested documentation by July 17, 2009 to:
City of Newport
c/o Fran Meyer
LDM Associates, INC.
10722 Arrow Route, Suite 822
Rancho Cucamonga, CA 91730
The aforementioned income limits and rents are in accordance with the Affordable Housing
Agreement dated November 13, 1990. If you have any questions, or require any additional
information, please contact me at your earliest convenience at (909) 476-9696 ext. 220.
Sincerely,
Meyer
Program Consultant
Attachments: HUD Orange County Income Limits Table
County of Orange Housing Affordability Table
Certification of Continued Household Eligibility
Annual Affordability Monitoring Summary Report Form
0
Fran Meyer
From: Fran Meyer lfineyer@mdg-Idm.com]
Sent: Monday, July 26, 2010 3:40 PM
To: 'Barbara Breton'
Subject: Villa Point 12009- Cert. Request for additional Information
Ms, Brenton,
In review of the documentation submitted for the 2009 Annual Tenant Certification -
Villa Point I
I need to following to complete clearance:
1. Copy of Lease Agreement for Unit #346- Howze
2. Unit #335 was vacant in 2008 and reported vacant for 2009, has any advertizing
taken place to attempt occupancy?
3. Termination of lease, vacancy date for Unit #676 for previous occupant:
Osterstock
Thank you for your assistance in the matter,
Fran Meyer
LDMAssoclates, Inc.
10722 Arrow Route, Ste #822
Rancho Cucamonga, CA. 91730
Phone: (909) 476-9696x 220
Fax: (909) 476-6086
email: mer(amd.e-ldm.com
1
WETLAND PROTECTION
THE IRVINE COMPANY
APARTMENT COMMUNITIES
May 28, 2008
City of Newport
c/o Raul Gomez
LDM Associates, INC.
10722 Arrow Route, Suite 822
Rancho Cucamonga, CA 91730
Re: Villa Point H (Off Site Newport North)
Annual Affordability Monitoring Summary Report
Dear Mr. Gomez,
Enclosed you will find the 2008 Annual Affordability Summary Report and the
Certification of Continued Household Eligibility form for each resident on the
Villa Point II program.
If you have any questions, or require additional information; please contact me at your
earliest convenience at (949) 720-5690.
Sincerely,
Jason Di Antonio, BMR Compliance Manager
Attachments: Annual Affordability Monitoring Summary Report
Documentation for each Villa Point II Apartment
110 Innovation Drive, Irvine, California 92617 (949) 720-5600
•
IRVINE APARTMENT COMPANY BOND SUMMARY
APRIL 2008 MOVE -INS
APRIL 2008 RE -CERTIFICATIONS
NEWPORT NORTH
Affordable Housing Agreement- dated November 13, 1990
LOW- Villa Points
# APT.
RESIDENT
NAME $TTP
FLOOR
SIZE
# OF
OCC.
MOVE IN
DATE
MOVE
OUT DATE
HOUSEHOLD
INCOME
RENT
RECERT
DUE
126
Bahamonde
2+2
3
4/28/07
$48,199.00
$1,317.00
4/01/08
234-
Galindo
2+2
1
10/02/98
$43,318.00
$1,409.00
4/01/08
242
Antilla
1+1
1
9130/05
$38,710.00
$1,175.00
4/01/08
249
Torgerson
1+1
1
2/22/08
$47,500.02
$1,238.00
4/01/08
1140
Gross
2+2
2
6/06/03
$43,135.19
$1,465.00
4/01/08
1205
Co bill
2+2
2
8/28/04
$47,037.44
$1,409.00
4/01/08
1440
Yeager
1+1
1
9/12/98
$15,392.00
$1,175.00
4/01/08
1528
Greenberg
1+1
1
4/13/08
$1,238.00
4/01/08
1558
Herdrich $829.50
1+1
1
3/05/07
$1,155.00
4/01/08
2341,
Klein
2+2
1
9/11/98
p$40,423.52
$1,409.00
4101/08
2407
Brani an
2+2
2
9/15/07,
$1,485.00
4/01/08
2503
Bewli/Arora
2+2
2
5/12/08
$1,485.00
4/01/08
2519
Tennis
1+1
2
5/12/06
$1,175.00
4/01/08
2605
Roseli
2+2
4
6/28/02
$70,900.00
$1,375.00
4/01108
2609
Hazewinkel
2+2
1
9/24/94
$42,500.00
$1,409.00
4/01/08
2615
Russell $231
1+1
1
1/26/08
$12,828.00
$1,238.00
4/01/08
2705
Miao
2+2
3
8/21/06
$49,460.00
$1,409.00
4101/08
2736
Nofal
2+2
3
10/31/02
$24,000.00
$1,409.00
1 4/01/08
Total number of apartments on this property: 570
# of property deemed Income Restricted (Low): 18
TTP = Total Tenant Payment (Resident is: an Employee; on Certificate/Voucher)
2008 ANNUAL AFFORDABILITY MONITORING SUMMARY REPORT
Apartment Name: Villa Point I (Off site Bayw00d
Address:
Apartments)
Unit #
Tenant Name
Un1t Size
Move -in Date
Monthly Rent
Family
Household income
Size
1
Br.
$
$
Br.
$
$
3
Br.
$
$
4
Br.
$
$
5
Br.
$
$
6
Br.
$
$
7
Br.
$
$
8
Br.
$
$
9
Br.
$
$
Br.
$
$
11
Br.
$
$
12
Br.
$
$
13
Br.
$
$
14
Br.
$
$
15
Br.
$
$
16
Br.
$
$
17
Br.
$
$
2008 ANNUAL AFFORDABILITY MONITORING SUMMARY REPORT
Apartment Name: Villa Point I (Off -site Baywood
Address:
Apartments)
Unit #
Tenant Name
Unit Size
Move•in Date
Monthly Rent
Family
Household Income
Size
$
18
Br.
$
$
Sr.
$
$
20
Br.
$
$
21
Br.
$
$
22
Br.
$
$
23
Br.
$
$
24
Br.
$
$
25
Br.
$
$
26
Br.
$
$
Br.
$
$
28
Br.
$
•
CITY OF NEWPORT BEACH
PLANNING DEPARTMENT
April 17, 2008 C),o�D
Irvine Apartment Management Company VD
Attn: Jason Di Antonio, BMR Compliance Manager
VILLA POINT II
110 Innovation Drive
Irvine, California 92617
Re: Transmittal of 2008 Income Limits and, Maximum Rents
Villa Point II — (Off Site Newport North)
Dear Mr. Di Antonio:
This correspondence transmits the revised income limits and maximum rents as they apply to the
Villa Point II (Off -site) Newport North Apartments. Adherence to these income limits and rents
will provide conformance with the City of Newport Beach and U.S. Department of Housing and
Urban Development's (HUD) affordability requirements.
(1) The 7 one -bedroom units and 11 two -bedroom units must be rented to families or
individuals that meet HUD's low-income standards (80% of area median income). This
may be accomplished by renting the units to Section 8 Certificate or Voucher holders.
When Section 8 tenants are not available, one bedroom units may currently be rented for
no more than $1,330 per month. Subsequently, the two -bedroom units may be rented for
no more than $1,595 per month to individuals whose total household income does not
exceed low income standard (see enclosed income limit chart).
(2) Based on the HUD Orange County median income of $84,100, and adjustments for
family size, the maximum rents that can be charged are as follows:
Unit Size I Maximum Rent I Income Limit
I Bedrooms
Section 8
(OCHA)
Section 8
(OCHA)
1 Bedrooms
Section 8 FMR
2 Persons: $59,500
(HUD)
($1,330)*
3 Persons: $66,950
4 Persons: $74,400
Section 8
Section 8
2 Bedrooms
(OCHA)
(OCHA)
3300 Newport Boulevard • Post Office Box 1768 • Newport Beach, California 92658-8915
Telephone: (949) 644-3200 • Fax: (949) 644-3229 • www.city.newport-beach.ca.us
Irvine Apartments/ JasonDi Antonio •
Villa Point II (Off -site Newport North Apartments)
Transmittal of Revised Income and Rent Limits
April 17, 2008
2 Bedrooms Section 8 FMR 2 Persons: $59,500
(HUD) ($1,595)* 3 Persons: $66,950
4 Persons: $74,400
*with utilities: Gas/Elec & Refrigerator
HUD's policy for -two-bedroom units is that they must not be occupied by one individual or a
married couple. It is HUD's position that housing assistance funds are very limited, and should
be used to house people as efficiently as possible. This policy should be applied to all two -
bedroom units.
Individuals or families occupying a unit in this development shall enter into a rental agreement,
the terms of which includes a requirement for the submission of verification information
regarding the income of the occupants. Additionally, a rental agreement provision shall also be
included that provides for termination of the tenancy in the event of misrepresentations, as
described in the affordable housing agreement with the City. Information verifying tenant
income at the time of initial occupancy and for each yearly re -certification thereafter, shall be
maintained in the tenant's individual file.
Rental rates may be adjusted periodically to reflect published changes in the Section 8 Fair
Market Rents (FMRs) and applicable revised income limits. Notice of proposed rent increases
must be given to tenants in writing at least 30 days prior to the effective date of the increase, or
in conformance with applicable state law, whichever is longer. A copy of the written rent
increase notification must also be maintained in your records for compliance with HUD
requirements.
To simplify monitoring and minimize paperwork, the City is requesting that the following forms
be submitted annually to the City:
A. For units occupied by tenants with Section 8 certificates or vouchers, please
provide the City with a copy of the Section 8 Rental Agreement.
B. For the remaining units, not occupied by Section 8 tenants, each new tenant must
submit a copy of their most recent signed income tax form, and be eligibility
qualified. Retain a copy of their income tax form in their file, and forward a
photocopy of each of the new rental agreements to the City.
C. For the remaining units, not occupied by Section 8 tenants, each continuing
tenant must complete and return to you a "Certification of Continued Household
Eligibility" form for the annual reporting period. A copy of this form is attached
for your duplication and distribution. Forward a copy of the Certification form to
the City for each continuing tenant.
Irvine Apartments/ Jason9i Antonio
Villa Point II (Off -site Newport North Apartments)
Transmittal of Revised Income and Rent Limits
April 17, 2008
D. An Annual Affordability Monitoring Summary Report form is attached for your
completion. Transfer the requested information from your tenant submissions,
and return this form to the City.
The City of Newport Beach has retained the services of LDM Associates, Inc. for performance
of its annual affordable housing compliance.
Please submit the above requested documentation by May 301h9 2008 to:
City of Newport
c/o Raul Gomez
LDM Associates, INC.
10722 Arrow Route, Suite 822
Rancho Cucamonga, CA 91730
The aforementioned income limits and rents are in accordance with the Affordable Housing
Agreement dated November 13, 1990. If you have any questions, or require any additional
information, please contact me at your earliest convenience at (909) 476-9696 ex.109.
Sincerely,
Raul Gomez, Affordableliousing Consultant
Attachments: HUD Orange County Income Limits Table
County of Orange Housing Affordability Table
Certification of Continued Household Eligibility
Annual Affordability Monitoring Summary Report Form
n
u'
HUD - ORANGE COUNTY INCOME LIMITS
April 2008
NUMBER OF PERSONS IN FAMILY
COUNTY
STANDARD
1
2
3
4
5
6
7
1 8
Extremely low income
19,550
22,300
25,100
27,900
30,150
32,350
34,600
36,850
ORANGE
(30% of Area Median Income)
County
Area
Very low income
32,550
37,200
41,850
46,500
50,200
53,950
57,650
61,400
median:
(50% of Area Median income)
$84,100
Lower income
52,100
59,500
66,950
74,400
80,350
86,300
92,250
98,200
(80% ofArea Median Income)
Median Income
58,900
67,300
75,700
84,100
90,800
97,600
104,300
111,000
(100% of Area Median Income)
Moderate Income
70,600
80,700
90,800
100,900
109,000
117,000
125.100
133.200
(120%of Area Median Income)
VILLA POINT II (Off -site Newport North Apartments)
Unit No.
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(For tenants not in possession of a Section 8 certificate or voucher, income documentation must be obtained.)
IMe certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersigned is/are the only income earning occupant(s) of the above indicated
leased premises; and,
2. During 2007, the Total Annual Eligible Income* of the undersigned individual(s)
was-$ ; and,
3. During 2007, my total monthly rent payment to Villa Point II (Off -site Newport North
Apartments) was $
per month.
* Total Annual Eligible Income includes: wages, tips, overtime, bonuses, commissions, net income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point II (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Non -income Earning Household Signature(s) of Income Earning Household
Member(s): Member(s):
Name Age
Signature
Signature
Signature
Date:
0 a,16 ,1,g4?c95,
VILLA POINT II (Off -site Newport North Apartments)
Unit No. 4—� O URGENT
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(For tenants not in possession of a Section 8 certificate or voucher, income documentation must be obtained.)
I/We certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersigned is/are the only income earning occupant(s) of the above indicated
leased premises; and,
2. During 2007, the Total Annual Eligible Income* of the undersigned individual(s)
was $ 48110i 1:� ; and,
3. During 2007, my total monthly rent payment to Villa Point II (Off -site Newport North
Apartments) was $ i , 3 Z 3 er month.
•i3l""l rya,pj�."�.
* Total Annual Eligible Income includes: wages, tips, overtime, bonuses, commissions, net income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point II (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Non -income Earning Household
Member(s):
Name Age
Verna 8atAarn©kooe 05
Cs5A0-j MEnt 117'2-kb-,-,U (Dq
`PAO U MErlo°�ab�L 42J
Signature(s) of Income Earning Household
Member(s):
Pfizer Inc
1972 Port Claridge Place
Newport Beach, CA 92660
Tel 949 718 0900 Fax 949 718 0901
Cell 949 922 8112
Voice Mail 888 733 2006 ext 68856
Email Nina.B.Elisius®pfizer.com
Cardiovascular
Nina B. Elisius
May 2, 2008
Senior District Manager
To: Newport North Apartments
This letter is to advise you that Norma Bahamonde is still employed by me at a weekly
salary of $350.00 per week. If you have any questions, please don't hesitate to contact
me to discuss.
Nina Elisius
May 6, 2008
To: Newport North Apartments
This letter is to advise you that Norma Bahamonde is employed by me at a weekly salary
of $210.00. Please contact me with any questions whatsoever.
Okv�
Kim Krotts
1984 Port Claridge Place
Newport Beach, CA 92660
949.640.8876
For Privacy Notice, get form M 1131. FORM
California Resident Income Tax Return 2007 540 2EZ C1 Side
CAIA4612 12/05/07
P
909-71-7127 MEND ** 615-64-5455 07 AC
CESARAUGUST MENDIZABAL A
NORMA F BAHAMONDE R
RP
1621 MESA DRIVE APT 20
SANTA ANA CA 92707
Filing Status Check the box for your filing status. See instructions.
1 Shigle
2 X Married/RDP filing jointly (even if only one spouse/RDP had income)
4 Head of household. STOP! See instructions.
5 Qualifying widow(er) with dependent child. Year spouse/RDP died
If your California filing status is different from your federal filing status check the box here ..................... • n
Exemptions 6 if another person can claim you (or your spouse/RDP) as a dependent on his or her tax return, even if he
or she chooses not to, you must see instructions..................................................... • 6
7 Senior: If you (or your spouselRDP) are 65 or older, enter 1; if both are 65 or older, enter 2 .............. • 7 2
Dependent 8 Number of dependents. Enter name and relationship (Do not include yourself or your spouselRDP) ...... • 8
Exemptions
Taxable 9 Total wages (federal Form W-2, box 16 or CA Sch W-2CG, line C).
Income and See instructions ................................ .......................... ..... • 9 5,040.
Credits
Enclose, but
do not staple,
any payment,
'Attach a copy of
your Form(s) W-2
or complete CA
Sch W-2CG:
10 Total interest income (Form 1099-INT, box 1) See instructions ........................ • 10
11 Total dividend income (Form 1099-DIV, box 1). See instructions ..................... • 11
12 Total Pensions
See instructions. Taxable amount ............. • 12
13 Total capital gains distributions from mutual funds (Form 1099-DIV, box 2a).
Seeinstructions ................................. . ............................ .. • 13
14 Unemployment compensation ......... ................. 14
15 U.S. social security or railroad retirement ................. 15
16 Add line 9, line 10, line 11, line 12, and line 13. Caution: Do not include line 14 and
lineIS................................................................... ........ • 16 5,040.
17 Using the 2EZ Table for your filing status, enter the tax for the amount on line 16.
Caution: If you checked the box on line 6, STOP. See instructions, Dependent
TaxWorksheet................................. ....................... I.. . ...... 17 0.
18 Senior Exemption: See instructions. If you are 65 and entered 1 in the box on line 7,
enter $94. If you entered 2 in the box on line 7, enter $188 ............................ 18 168 .
19 Nonrefundable renter's credit. See instructions ...... ....... ............. .......... • 19
20 Credits. Add line 18 and line 19.................................................... 20 188.
21 Tax. Subtract line 20 from line 17. If zero or less, enter-0............................. • 21
051 3111074 r_
YaurName: C. MENDIZABAL & N. F. BAHAMONDE YoufSSNorITIN: 909-71-7127
Overpaid Taxf 22 Total lax withheld (federal Form W-2, box 17 or CA Sch W-2CG, box 17 and/or
Tax Due Form 1099-R, box 10)............................................. .... ........... • 22
13.
23 Overpaid tax. If line 22 is more than line 21, subtract line 21 from line 22 .......... ... • 23 13.
24 Tax due. If line 22 is less than line 21, subtract line 22 from line 21.
See instructions................................................................... 24 0.
Use Tax
25 Use tax. This is not a total line. See instructions ............... • 25
Contributions Voluntary Contributions.
Code
California Seniors Special Fund. See instructions .............. ....... ..
........... •
50
Alzheimer's Disease/Related Disorders Fund ............. .......... ...........
... •
51
California Fund for Senior Citizens ................... ..............................
•
52
Rare and Endangered Species Preservation Program .................................
•
53
State Children's Trust Fund for the Prevention of Child Abuse ........ ...............
. •
54
California Breast Cancer Research Fund ......................................
...... •
55
California Firefighters' Memorial Fund ................................ ...........
.. •
56
Emergency Food Assistance Program Fund .......... ..............................
•
57
California Peace Officer Memorial Foundation Fund ... ......... .....................
•
58
California Military Family Relief Fund .............................. .................
•
59
California Sea Otter Fund...........................................................
•
60
Amount
You Owe
Direct Deposit
(Refund Only)
26 Add line 50 through line 60. These are your total contributions ...... .. ............. . • 26
Amount
27 AMOUNT YOU OWE. Add line 24, line 25, and line 26. If line 23 is less than line 25
and line 26, enter the difference here. See instructions. (Do Not Send Cash)
Mail to: FRANCHISE TAX BOARD, PO BOX 942867, SACRAMENTO CA 94267.0001 .. • 27
Pay Online — Go to our Website at www.ftb.ca.gov and search for Web Pay
28 REFUND OR NO AMOUNT DUE. Subtract line 25 and line 26 from line 23.
See instructions.
Mail to: FRANCHISE TAX BOARD, PO BOX 942840, SACRAMENTO CA 94240.0002 .... • 28
Complete this section to authorize direct deposit of your refund into one or two accounts. Do not attach a voided check or a
deposit slip. Have you verified the routing and account numbers? Use whole dollars only.
All or the following amount of my refund (line 28) is authorized for direct deposit into the account shown below:
8 Checking
Savings
• Routing number • Type • Account number • 29 Direct Deposit Amount
The remaining amount of my refund (line 28) is authorized for direct deposit into the account shown below:
8 Checking
Savings
• Routing number • Type • Account number • 30 Direct Deposit Amount
13.
Under penalties of perjury, I declare that, to the best of my knowledge and belief, the information on this return is true, correct,
and complete.
Sign Here Your signature Spouse'sIRDP's signature (if filing jointly, both must sign) Daytime phone number (optional)
It Is unlawful
to forge a
spouse'sIRDP's
signature.
Joint return]
See Instructions.
X
preparer is based on
Fum's name (or yours if selhemployea)
ORTIZ INCOME TAX
3702 E. CHAPMAN AVE. #C
has any
Date
Paid
FEIN
Side 2 Form 540 2EZ C1 2007
051 3112074 r-
CAIA4612 12/05107
TAXABLE YEAR I DO NOT ATTACH PAYMENT TO THIS SCHEDULE I CALIFORNIA SCHEDULE
2007 Wage and Withholding Summary W-2 CG
Important: Attach this schedule directly behind Page 2 of your return.
Name(s) as shown on return SSN or ITIN
C. MENDIZABAL & N. F. BAHAMONDE 909-71-7127
Caution: If yyour Form(s) W-2 are from multiple states, or this schedule is not filled out, then attach copies of your Form(s) W-2, 592-13, 593-B,
594, and 1099 showing CA tax withheld. Attach this schedule directly behind Side 2 of your return.
Taxpayer W-2 information. (Transfer amounts from your Form(s) W-2 to the appropriate boxes below.) Complete a box for each Form W-2
you receive.
1st W-2
Social Security Number (box a)
909-71-7127
Employer ID Number (EIN) (box b
94-1729892
State & Employer's State ID Number box 15
CA
Employer Name (box c)
BNIDFORD BUILDING SERVI
State Wages, Tips, etc. box 16
5,040.
CA Stale Income Tax box 1
13.
Sooial,Securit Wages boxa '
S 040.
SDI/VPDI LocalIncome Tax (box14or19
3rd W-2
Social Security Number (box a)
Employer ID Number (EIN) (box b
State & Employer's State ID Number box 15
Employer Name box c
State Wages, Tips, etc. box 16
CA Slate Income Tax box 1
Social Securit Wa es (box 3
SDINPDI Local Income Tax (box 14 or 19)-,,
2nd W-2
Social Security Number (box a
Employer ID Number (EIN) (box b
State & Employer's State ID Number box 15
Employer Name (box c
State Wages, Tips, etc. (box 16
CA State Income Tax box 1
ciaDSo eW(boxa'
•aces
SDNalinome Tax) box 14 oh19
4th W-2
Social Security Number box a
Employer ID Number (EIN) (box b
State & Employer's State ID Number box 15
Employer Name box c
State Wages, Tips, etc. (box 16
CA Stale Income Tax box 1
,Social Security Wages x 3
SDINPDI•(Locai Income Tax •, boxl4tor19
SpouselRDP W-2 information. (Transfer amounts from your Form(s) W-2 to the appropriate boxes below.) Complete a box for each Form W2
you receive.
1 st W-2
Social Security Number box a
Employer ID Number (EIN) (box b
Stale & Em to er's Slate ID Number box 15
Employer Name box c
State Wages, Tips, etc. box 16
CA State Income Tax box 1
Social Se urity wages box 3
SDINPDI Local income Tax(box 14or19
3rd W-2
Social Security Number box a
Employer ID Number (EIN) (box b
Stale & Employer's State ID Number box 15
Employer Name box c .
Stale Wages, Tips, etc. box 16
CA Stale Income Tax box 1
Securi Wages (box a
ZSocial
SDINPDI Local income Tax � (box 14I- 18
2nd W-2
Social Security Number (box a
Employer ID Number (EIN) (box b)
State & Employer's State ID Number box 15
Employer Name (box c
State Wages, Tips, etc. (box 16
CA Stale Income Tax (box 1
Social.
Securit Wages bdx 3 ,
SDI%VPDI
(Local lnddmeTax) (box 14dr19
4th W-2
Social Security Number box a
Employer ID Number (EIN) (box b
State & Employers State ID Number box 15
Employer Name box c
Stale Wages, Tips, etc. box 16
CA State Income Tax box 1
Social Security Wages x3
;SDINPDI: Local Income Tax • boxl4'or14
1 Total state wages from your Form(s) W-2 for taxpayer (Add box 16 from all Form(s) W-2 for taxpayer) ............ $ 5,040.
For nonresidents orpartyear residents, enteryourtotal California wages from all your Forms) W-2 for taxpayer (Add box 16 from all
Forms) W2 fortaxpayer .
2 Total state wages from the Form(s) W-2 for spouse/RDP (Add box 16 from•all Form(s) W-2 for spouse/RDP) ...... $
For nonresidents or part -year residents, onterthe total California wages from all Form(s) W-2 for spouselRDP (Add box 16 from all
Forms) W2 forspouselRDP).
3 Total California Wages from all Form(s) W-2 (Add line 1 and line 2, and enter it here and on Form 540 2EZ, line
9; Form 540A, line 12a; Form 540 or Form 54ONR (Long or Short), line 12. If completing Form 54OX, report any
W-2 income online a, Column B, that was not reported on your original tax return.) ............................ $ 5,040.
For Privacy Notice, get form FTB 1131.
051 8041074 1 CAIA4501 OW09/07 Schedule W-2 CG (2007)
• COPY
Department of the Treasury — Internal Revenue Service
Form 1040A U.S. Individual Income Tax Return
Label Your first name and initial Last name
(See Instructions)
Use the
IRS label.
Otherwise,
please print
orlypo.
Filing
status
Check only
one box.
Exemptions
If more than six
dependents,
see Instructions.
name
— Do not write or staple in this space.
Ova No. 1545 0074
Your social security number
909-71-7127
Spouse's social security number
Home address (number and street). If you have a P.O. box, see instructions.
1621 MESA DRIVE
Apartment no.
20
. You must enter ,.
your SSN(s) above
City, town or post office. If you have a foreign address, see instructions.
Slate ZIP code
Checking a box below will
SANTA ANA
CA 92707 not change your
tax or refund
Check here if you, or yourspouse if filing jointly, want $3 to
go to this fund (see Instructions .. You Souse
1 Single
4 Head gf household (with qualifying person). (See instruchons.)
2 X Married filing jointly (even if only one had income)
If the qualifying person is a child but not your dependent
3 Married filing separately. Enter spouse's SSN above and
enter this child's name here ►
full name here ►
5 ❑ Qualifying widow(er) with dependent child
6a xl Yourself. If someone can claim you as a dependent, do not check box 6a ............J
Boxes
checked on
hn Sri...........................................................................6aand6b ... . 2
c Dependents:
(2) Dependent's
(3) Dependent's
o. dror
(0 " it on 6e whlo:
social security
relationship
ch IE�Io * lived
number
to you
child tax wllhyou
(1) First name Last name
credit •
did not
live with
you due to
divorce or
separation (se
instructions)
Dependents
on 6e not
entered above
d Total number of exemptions claimed .....................................................
...
on lines above 'I
z I
Income
7 Wages, salaries, tips, etc. Attach Form(s) W-2.........................................
7
5,040.
Attach Form(s)
8a Taxable interest. Attach Schedule 1 if required ......................................
.. 8a
W-2 here. Also
attach Forni
b Tax-exempt interest Do not include on line 8a ......................
81b
1099-Riftax
9a Ordinary dividends. Attach Schedule 1 if required .......................................
9a
was withheld.
b Qualified dividends (see instructions) .......................
9b
10 Capital gain distributions (see instructions) .............................................
10
11 a IRA distributions ............... 11 a
11 b Taxable amount ......
11 b
12a Pensions and annuities ........ 12a
12bTaxable amount ......
12b
13 Unemployment compensation and -Alaska Permanent
if you did not
....................................... .
Fund dividends ........•
..................••
13
get a W2,
see instructions.
14a Social security
Enclose, but
benefits ....................... 14a
14b Taxable amount ......
14b
annot yment.
15 Add lines 7 through 14b (far right column). This is your total income ...................
01 15
5,040.
Adjusted
16 Educator expenses (see instructions) .......................
16
gross
17 IRA deduction (see instructions) ...........................
17
income
18 Student loan interest deduction (see instructions) ....... ....
18
19 Tuition and fees deduction. Attach Form 8917 ...............
19
20 Add lines 16 through 19. These are your total adjustments ..............................
20
21 Subtract line 20 from line 15 This is your adjusted gross income ......... ...........
1" 21
5,040.
BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see instructions.
Form 1040A (2007)
FOIA1312 11/14/07
CESAR AUGUSTO
n
U
2
Tax,
22
Enter the amount from line 21 (adjusted gross Income) .................... .............
22
5,040.
credits,
and
23a
�I--11
Check X8 You were born before January 2, 1943, Blind Total boxes
►
payments
if: spouse was born before January Z 1943, Blind checked . 23a 2
Standard
L
b If you are married filing separately and your spouse itemizes deductions,
see Instructions and check here .......................................... ► 23b
Deduction
for —
24
Enter your standard deduction (see left margin) .................. .....................
24 -
—
12,800.
• People who
25
Subtract line 24 from line 22. If line 24 is more than line 22, enter-0.....................
25
0.
checked any
box on line
26
If line 22 is $117,300 or less, multiply $3,400 by the total number of exemptions claimed
23a or 23b or
on line 6d. If line 22 is over $117,300, see the instructions •••••-••�•�••••••••••••••-••••
26
6,800.
who can be
27
Subtract line 26 from line 25. If line 26 is more than line 25, enter -0-. This is our
claimed as a
taxable income .............. ....... ......... y.......... ►
27
0.
dependent,
28
Tax, including any alternative minimum tax
see
instructions.
(see instructions) ...................0.............................. .............0.4
28
0.
• All others
Ingle or
Married flung
29
Credit for child and dependent care expenses.
29
separately,
Attach Schedule 2 .
$5,350
30
Credit for the elderly or the disabled. Attach Schedule 3 ...... 30
0.
31
Education credits. Attach Form 8863 ............... ....... 31
Married filing
jointly or
32
Child tax credit (see instructions).
Qualifying
Attach Form 8901 if required ............................... 32
widow(er),
33
Retirement savings contributions credit. Attach Form 8880 ... 33
$10,700
34
Add lines 29 through 33. These are your total credits .............. .
Head of
35
Subtract line 34 from line 28. If line 34 is more than line 28, enter .0.....................
35 0.
Household,
$7,850 1
36
Advance earned income credit payments from Form(s) W-2, box 9 .4 .....................
36
37
Add lines 35 and 36. This is your total tax ...4...............6......... .........
... ► 37 0.
38
Federal income tax withheld from Forms W-2 and 1099 ...... 38
153.
S9
2007 estimated tax payments and amount applied from
If you have L
2006 return....................6.6........................ 39
al uali in
cld, a lath
40a Earned income credit (EIC) ........................... No.. 40a
Schedule EIC.
loNontaxable combat pay election. 40b
41
Additional child lax credit. Attach Form 8812 ................ 41
42
Add lines 38 39, 40a, and 41. These are your total payments .....................................
► 42 153.
43
If line 42 is more than line 37, subtract line 37 from line 42.
153.
Refund
This is the amount you overpaid .......................................
..6........... 43
44a Amount of line 43 you want refunded to you. If Form 8888 is attached, check
here .. ► 44a 153.
Direct deposit?
See instructions
►
bRouting
number XXXXXXXXX ► c Type: Checking
❑ Savings
and fill in 44b,
..........
44c, and 44d or
►
clAccount
Form 8888.
number .......... XXXXXXXXxXXXXXXXX
45
Amount of line 43 you want applied to your 2008
estimated tax ............................................ 45
Amount
46
Amount you owe. Subtract line 42 from line 37. For details on how to pay,
you owe
see instructions ..... .................. .........................................'►
46
47
Estimated tax penalty (see instructions) 47
Do you want to allow another person to discuss this return with the IRS (see instructions)? ..........
LJ Yes. Complete the following. X No
Third party
designee
g
Phone
Designee's ► no. ►
Personal
Identification
number (PIN) ►
Sign
here
Joint return?
See instructions. '
Keep a copy
for your records.
Paid
preparer's
use only
Under penalties of perjury, I declare that I have examined this return and accompanying schedules and stat
are We, correct, and accurately list all amounts and sources of income I received during the lax year. Dec[
information of which the preparer has any knowledge.
Your signature I Date I Your occupation
joint return,
Preparers ,
signature
Dale
to the
Check if
self-
Firm's name ORTIZ INCOME TAX _ _ _ _ _ _ _ _
(or Yours it self- __________________
employed), 3702 E. CHAPMAN AVE. #C _________________
address. and ___________________
ZIP code nR ANrR CA 92869-3811
FDIA1312 11/14107
or my knowledge and belief, they
r than the taxpayer) ,s based on all
Daytime phone number
PTIN
I68
Form 1040A (2007)
'ah, aepuntf. fift"iilf� a
�
'A6TI Uff � at tvww.irs.gov/eflle. '
Employee Reference -Copy
-2 WageStatemand Tax
2007
ent
C /IX am •a recotdt. OMB No 15L5-000a
I control numlmr LrW6 COIp. Empiger u. my
)000001722WY1 W555 53441
I I
1 Employer's name, addreea, and ZIP code
BRADFORD BUILDING SERVICES
14262 FRANKLIN AVE STE 108
TUSTIN, CA 92780
,M Empby'• namq addrea•, end ZIP eode
CESAR A MENDI7ABAL
1101 W. STEVENS AVE. k213
SANTA ANA, CA 92707
In • num r
a Ent oyes a SSA number
94-1 29892
603.20-4938
I Wagss,tlq,othercamp.
Federal Income laz withheld
5039.50
153.15
f 3isimuraywe0es
4 social security tax withheld
5039.50
312.45
f• MMkx• wapn and lips
0 Medinmtaxwlthheld
5039,50
73.07
i Social security llps
a Allocated tips
f Advano• EIC payment
10 Dependent care benef is
11 ""will id plans
12a , one Of
N 3�0.24 CASDI
12
12e I
tzd
Mies em flet.pm nl pilyekk Pry
16 Stela EmployerY •tete ID r,o.
1S state wages, tips, ete.
CA 24241120 8
5039.50
17 Stele Meanie=
IB Leul wpe'-"ele.
13.33
Is Local Ina mat tax
20 Locality name
2007 W-2 and EARNINGS SUMMARY
. I
The wages, tips, and other compensation reflected in box 1 are the
sum of those wages shown on your last pay statement, plus any
additional compensation or adjustments received after the
payroll close.
Your gross pay may not match your box 1 totals due to adjustments
made for GTL, 401(k), cafeteria plans, etc...
To change your employee W-4 profile information,
file a new W-4 with your payroll department.
CESAR A MENDIZABAL
1101 W. STEVENS AVE. #213
SANTA ANA, CA 92707
O 2001 ADP, INC.
Social Security Number603-20-4938
Taxable Marital Status:
MARRIED
Exemptions/Altowances:
Federal:1
State: 1
Local, 0
Fold 0M oomcn ____________________________________—
Depadmenl of the Treasury — Internal Revenue Service
2007
Form 1040A
U.S. Individual Income Tax Return
IRS Use Only— Do net write or staple in this space.
Label
Your first name and initial Last name
OMB No. 1545-OD74
Yoursoclal security number
(See instructions.)
I
PAUL IVAN' MENDIZAVAL
I
960-78-2419
Use the
If a joint return, spouse's first name and initial Last name
Spouso's social security number
IRS label.
Otherwise,
please print
or type.
Home address (number and sbee ). If you have a P.O. box, see instructions.
Apartment no.
. You must enter .
126 LAURENT
your SSN(s) above
City, town or post office. If you have a foreign address, see instructions.
Stale ZIP code Checking a box below WIII
NEWPORT BEACH
CA 92660 not change your
Presidential
tax or refund
Election
Campaign
Check here if you, or your spouse if filing jointly, want $3 to
go to this fund see instructions .. You Souse
Filing
1 Single
4 X Head of household (with qualifying person). (See instructions.)
status
2 Married filing jointly (even if only one had income)
If the qualifying person is a child but not your dependent,
3 Manied filing separately. Enter spouse's SSN above and
enter this child's name here �
full name here
5 ❑ Qualifying widow(er) with dependent child
Check only
one box.
(see instructions)
Exemptions
6a X❑ Yourself. If someone can claim you as a dependent,
do not check box 6a ............
Boxes
chocked
chocked on
and..... 1
—
If more than six
dependents.
see instructions.
Income
Attach Form(s)
W-2 here. Also
attach Form(s)
1099-R if tax
was withheld.
If you did not
get a W-2.
see Instructions.
Adjusted
gross
income
c Dependents:
(2) Dependent's
social security
(3) Dep, endent's
relationship
(4) "'f on
gglpio9
number
to you
child tax wiu
(1) First name Last name
credit
STEPHANIE ADRIANA MENDIZAVAL
960-78-2420
Daughter
X
live
yei
dlv
sae
Ins
Del
on
end
of children
3c who:
ved
you .. . 1
did not
with
due to
Me or
aratlon (see
ructlons) .
,indents
3c not
:red above .
7 Wages, salaries, tips, etc. Attach Form(s) W-2.........................................
7 16,279.
Sa Taxable interest. Attach Schedule 1 if required .........................................
8a
b Tax-exempt interest Do not include on line So ......................
8b
9a Ordinary dividends. Attach Schedule 1 if required .......................................
9a
b Qualified dividends (see instructions) .......................
9b
10 Capital gain distributions (see instructions) .............................................
10
11 a IRA distributions . ............. 11 a
11 b Taxable amount ......
11 b
12a Pensions and annuities ........ 12a
12bTaxable amount ......
12b
13 Unemployment compensation and Alaska Permanent
Funddividends......................................................................
13
14a Social security
benefits ......... ............
15 Add lines 7 throuoh 14b (far rich
16
17
18
19
20
14a
This is
14bTaxable amount ......
Educator expenses (see instructions) ....................... 16
IRA deduction (see instructions) ........................... 17
Student loan interest deduction (see instructions)............ 18
Tuition and fees deduction. Attach Form 8917 ............... 19
Add lines 16 through 19. These are your total adjustments ...............................
20
21 Subtract line 20 from line 15 This is your adjusted gross income ..................... P. 21 16,279.
BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see instructions. Form 1040A (2007)
FDIA1312 11114/07
n,
U
Tax,
credits,
and
payments
Standard
Deduction
for —
• People who
checked any
box on line
23a or 23b or
who can be
claimed as a
dependent,
see
Instructions.
• All others:
Single or
Married riling
separately,
$5,350
Married filing
jointly or
Qualifying
widow(er),
$10,700
If you have
a rll mgg
chid, a ch
Schedule EIC.
22 Enter the amount from line 21 (adjusted gross. income) .................................. 22 16,279.
23a Check _F e You were born before January 2,1943, 8 Blind Total boxes
if: Spouse was born before January 2,1943, Blind checked . ► 23a
ll
b If you are married filing separately and your spouse itemizes deductions,
see Instructions and check here .......................................... ► 23b
24
Enter your standard deduction (see left margin) ... ....................................
24
7,850.
25
Subtract line 24 from line 22. If line 24 is more than line 22, enter-0.....................
25
8,429.
26
If line 22 is $117,300 or less, multiply $3,400 by the total number of exemptions claimed
on line 6d. If line 22 is over $117,300, see the instructions ......................... ....
26
6,800.
27
Subtract line 26 from line 25. If line 26 is more than line 25, enter -0-. This is your
taxable income...................................................................
► 27
1, 629.
28
Tax, including any alternative minimum tax
(see instructions)....................................................................
28
164.
29 Credit for child and dependent care expenses.
Attach Schedule 2........................................ 29
30 Credit for the elderly or the disabled. Attach Schedule 3 ...... 30
31 Education credits. Attach Form 8863 ....................... 31
32 Child tax credit (see instructions).
Attach Form 8901 if required ............................... 32 164.
33 Retirement savings contributions credit. Attach Form 8880 ... 33
34 Add lines 29 through 33. These are your total credits ................................... 34 164.
35 Subtract line 34 from line 28. if line 34 is more than line 28, enter -0. .................... 35 0.
36 Advance earned Income credit payments from Form(s) W-2, box 9 ....................... 36
37 Add lines 35 and 36. This is your total tax ............... ........................... ► 37 0.
38 Federal income tax withheld from Forms W-2 and 1099 ... .. 38 853.
39 2007 estimated tax payments and amourit applied from
2006 return ............................................... 39
40a Earned income credit (EIC)................................ 40a
loNontaxable combat pay election. 40b
41 Additional child tax credit. Attach Form 8812 ................ 41
679.
42 Add lines 38 39 40a and 41. These are your total payments .....................................
► 42 1,532.
Refund
43 If line 42 is more than line 37, subtract line 37 from line 42.
43 1,532.
This is the amount you overpaid .....................................................
44a Amount of line 43 you want refunded to you. if Form 8888 is attached, check here ..
► ❑ 44a 1,532,
Direct deposit?
See instructions
► bRouting
number XXXXXXXXX ► c Type:TypeL n Checking ❑ Savings
and fill in 44b,
..........
44c, and 44d or
► clAccount
Form 8888.
number .......... XXXXXXXXXXXXXXXXX
45 Amount of line 43 you want applied to your 2008
estimated tax .................. ........................ 45
Amount
46 Amount you owe. Subtract line 42 from line 37. For details on how to pay,
you owe
see instructions....................................................................
► 46
47 Estimated tax penalty (see instructions ...... 6.... 6....... 6 47
Third party
Do you want to allow another person to discuss this return with the IRS (see instructions)? .......... LJ Yes. Complete the following. X No
designee
Personal
Designee's Phone
name ► no. ►
Identification
number (PIN) ►
Sign
Under penalties of perjury. I declare that I have examined this return and accompanying schedules and statements, and tothe best of my knowledge and belief, they
are lme, correct and accurately list all amounts and sources of income I received during the tax year. Declaration of preparer (other than the taxpayer) is based on all
here
information of which the preparer has any knowledge.
Your signature Date Your occupation
Daytime phone number
Joint return?
See instructions.
- MAINTENANCE
,
both
Date
Spouses occupation
Keep a copy
spouse's signature. if a joint return, must sign.
for your records.
-
Dela
Chock if
Preparers SSN ar PTIN
Preparers ,
signature
04/25/2008
self -
employed X
P00845371
Paid
preparer's
Firm'sname _ORTIZ INCOME TAX
use only
(or yours if self -
employed), / 3702 E CHAPMAN AVE STE C
____________________________________
EIN 26-2148818
Phone
no. (714) 745-8468
address, and
ZIP code ORANGE CA 92869
FDIA1312 11114/07
Form 1040A (2007)
s Fo(m81 2
Name(s) shown on return
Additional Child Tax Credit
and attach to Form 1040, Form 1040A, or Form 104ONR.
OMB No. 1545.0074
2007
achment
ouence No. 47
Yoursoelal security number
1 Enter the amount from line 1 of your Child Tax Credit Worksheet in the Form 1040, Form 1040A or Form
104ONR instructions. If you used Publication 972, enter the amount from line 8 of the worksheet on page 4
ofthe publication.......................................................................................
2 Enter the amount from Form 1040, line 52, Form 1040A, line 32, or Form 104ONR, line 47 ...................
3 Subtract line 2 from line 1. If zero, stop; you cannot take this credit ...................... ................. 3
4a Enter your total earned income (see instructions) .............................. dial 16,279.
b Nontaxable combat pay (see instructions) .........I 01
5 Is the amount on line 4a more than $11,750?
HxNo. Leave line 5 blank Yes. Subtract $11,750 f om the enter ount otn line 4a. Enter the result.... ..... 5M 4,529.
6 Multiply the amount on line 5 by 15% (.15) and enter the result .......................................... 6
Next. Do you have three or more qualifying children? -
© No. If line 6 is zero, stop; you cannot take this credit. Otherwise, skip Part II and enter the smaller of
line 3 or line 6 on line 13.
Yes. If line 6 is equal to or more than line 3, skip Part II and enter the amount from line 3 on line 13.
Otherwise, go to line 7. .
11*a4li
7 Withheld social security and Medicare taxes from Form(s) W-2, boxes 4 and 6.
If married filing jointly, include your spouse's amounts with yours. If you worked
for a railroad, see the instructions .......... ... 7
.. ........................ .
8 1040 filers: Enter the total of the amounts from Form 1040,
lines 27 and 59, plus any taxes that you identified using
code 'UP and entered on the dotted line next to line 63. 8
1040A filers: Enter -0-.
104ONR Biers: Enter the total of the amounts from Form 1040NR, line 54,
plus any taxes that you identified using code 'UT' and
entered on the dotted line next to line b8.
9 Add lines 7 and 8........................................................... 9
10 1040 filers: Enter the total of the amounts from Form 1040, lines
66a and 67.
1040A filers: Enter the total of the amount from Form 1040A, line 40a,
withheld that excess you entereial d to the left of line er I g2TA taxes
(see instructions). 10
104ONR filers: Enter the amount from Form 104ONR, line 61. t
11 Subtract line 10 from line 9.Ifzero or less, enter-0.......................................................
12 Enter the larger of line 6 or line 11.........................................................
Next, enter the smaller of line 3 or line 12 on line 13.
13 This is your additional child tax credit...................................................................
679.
Enter this amount on
Form 72 line 68, or
Form 1040A, line 41, or
Form 7040NR, line 62.
BAA For Paperwork Reduction Act Notice, see instructions. FDIA3001 11/09/07 Form 8812 (2007)
For Privacy Notice, get form FTB 1131. FORM
California Resident Income Tax Return 2007 540 2EZ ct Side
CAIA461Z 0227108
P
960-78-2419 MEND 07 AC
PAULIVAN MENDIZAVAL A
R
RP
126 LAURENT
NEWPORT BEACH CA 92660
Filing Status
Check the box for your filing status. See instructions.
1
Single
2
Married/RDP filing jointly (even if only one spouselRDP had income)
4
X
Head of household. STOP! See instructions.
5
Qualifying widow(er) with dependent child. Year spouse/RDP died
If your California filing status is different from your federal filing status check the box here ..................... • n
Exemptions
6
if another person can claim you (or your spouselRDP) as a dependent on his or her tax return, even if he
or she chooses not to, you must see instructions...................................................... • 6
7
Senior: If you (or your spouselRDP) are 65 or older, enter 1; if both are 65 or older, enter 2 .............. • 7
Dependent
8
Number of dependents. Enter name and relationship (Do not include yourself or your spouse/RDP) ...... • 8
1
Exemptions
S MENDIZAVAL
9
Total wages (federal Form W-2, box 16 or CA Sch W-2CG, line 3).
Taxable
See instructions.................................................................. • 9 16,279.
Income and
Credits
10
Total interest income (Form 1099-INT, box 1) See instructions ......................... • 10
11 Total dividend income (Form 1099-DIV, box 1). See instructions ....................... • 11
•
12
Total Pensions See instructions. Taxable amount ............
0
12
Enclose, but
13
Total capital gains distributions from mutual funds (Form 1099-DIV, box 2a).
do not staple,
See instructions ........................................ ..........................
•
13
any payment
14
Unemployment compensation ........................... 14
15
U.S. social security or railroad retirement ................. 15
'Attach a copy of
16
Add line 9, line 10, line 11, line 12, and line 13. Caution: Do not include line 14 and
your Form(s) W-2
line 15 ............................................................. ..............
•
16 16,279.
or complete CA
Sch W-2CG.'
17
Using the 2EZ Table for your filing status, enter the tax for the amount on line 16.
Caution: If you checked the box on line 6, STOP. See instructions, Dependent
Tax Worksheet.....................................................................
17 0.
18
Senior Exemption: See instructions. If you are 65 and entered 1 in the box on line 7,
enter $94. If you entered 2 in the box on line 7, enter $188 ............................
18
19
Nonrefundable renter's credit. See instructions .......................................
•
19
20
Credits. Add line 18 and line 19 ..................................................
20
21
Tax. Subtract line 20 from line 17. If zero or less, enter-0.............................
0
21 0.
-0511 3111074 r�
Yogr Name: PAUL IVAN MENDIZAVAL Your SSNor ITIN: 960-78-2419
Overpaid Tax/ 22 Total tax withheld (federal Form W-2, box 17 or CA Sch W-2CG, box 17 and/or
•
22 93.
Tax Due Form 1099-R, box 10) ........................ ......................... ...........
23 Overpaid tax. If line 22 is more than line 21, subtract line 21 from line 22 ..............
•
23 93.
24 Tax due. If line 22 is less than line 21, subtract line 22 from line 21.
24 0.
SeeInstructions................................................... ...............
Use Tax
25 Use tax. This is not a total line. See instructions ............... • 25
Contributions Voluntary Contributions.
Code Amount
California Seniors Special Fund. See instructions .....................................
•
50
Alzheimer's Disease/Related Disorders Fund .........................................
•
51
California Fund for Senior Citizens ....................................... ..........
•
52
Rare and Endangered Species Preservation Program .................................
0
53
State Children's Trust Fund for the Prevention of Child Abuse ..........................
0
54
California Breast Cancer Research Fund .............................................
•
55
California Firefighters' Memorial Fund ................................................
0
56
Emergency Food Assistance Program Fund ..........................................
•
57
California Peace Officer Memorial Foundation Fund ...................................
•
58
California Military Family Relief Fund ................................................
•
59
California Sea Otter Fund...........................................................
•
60
26 Add line 50 through line 60. These are your total contributions .........................
•
26
Amount 27 AMOUNT YOU OWE. Add line 24, line 25, and line 26. Ifline 23 is less than line 25
You Owe andDo Not Send Cash)
ail Ito: FRANCHI E TAX BOARD, PO BOXine 26, enter the difference here. See n( 942867, SACRAMENTO CA 94267.0001 ....
•
27
Direct Deposit Pay Online — Go to our Website at www.ftb.ca.gov and search for Web Pay
(Refund Only) 28 REFUND OR NO AMOUNT DUE. Subtract line 25 and line 26 from line 23.
See instructions.
Mail to: FRANCHISE TAX BOARD, PO BOX 942840, SACRAMENTO CA 94240-0002 ....
•
28 93.
Complete this section to authorize direct deposit of your refund into one or two accounts. Do not attach a voided check or a
deposit slip. Have you verified the routing and account numbers? Use whole dollars only.
All or the following amount of my refund (line 28) is authorized for direct deposit into the account shown below:
Checking
Savings
• Routing number • Type • Account number • 29 Direct Deposit Amount
The remaining amount of my refund (line 28) is authorized for direct deposit into the account shown below:
eChecking
Savings
• Routing number • Type • Account number • 30 Direct Deposit Amount
Under penalties of perjury, i declare that, to the best of my knowledge and belief, the information on this return is true, correct,
and complete.
Sign Here Your signature Spouse's/RDP's signature (it fling jointly, both must sign) Daytime phone number (optional)
It is unlawful Date
to forge a
spouse's/RDP's
signature. X X
Joint return? Paid preparer's signature(declaration ofprepawr is based on all information or which Preparer has any knowledge) Paid Preparers SSN/PTIN
See instructions. • P00845371
Fires name (or yours If self-employed) Firms address FEIN
ORTIZ INCOME TAX
3702 E CHAPMAN AVE STE C
CA 92869 • 26-2148818
ORANGE
Side 2 Form 540 2EZ C1 2007 (REV 01.08) 0511 3112074 1 CAAA4612 02WIN
TAXABLE YEAR I DO NOT ATTACH PAYMENT TO THIS SCHEDULE I CALIFORNIA SCHEDULE
2007 Wage and Withholding Summary W-2 CG
Imoortant: Attach this schedule directly behind Paqe 2 of vour return.
return SSN or ITIN
PAUL IVAN MENDIZAVAL 960-78-2419
Caution: If our Form(s) W-2 are from multiple states, or this schedule is not filled out, then attach copies of your Form(s) W-2, 592-B, 593-B,
594, and 1(199 showing CA tax withheld. Attach this schedule directly behind Side 2 of your return.
Taxpayer W-2 information. (Transfer amounts from your Form(s) W-2 to the appropriate boxes below.) Complete a box for each Form W-2
you receive.
1 st W-2
Social Security Number (box a)
960-78-2419
Employer ID Number (EIN) (box b
State & Employer's State ID Number box 1
CA
Employer Name box c
State Wages, Tips, etc. (box 16)
16,279.
CA State Income Tax box 1
93.
dl I purl Wa eS 'x,3
16,279.
t bl Local Income Tax box14'ort9
3rd W-2
Social Security Number box a
Employer ID Number (EIN) (box b
State & Employer's State ID Number box 15
Employer Name box c
State Wages, Tips, etc. box 16
CA Slate Income Tax box 1
'I cGrf dJa es boic3 '
b N - )': oral Income Tax - box.14 or 19
2nd W-2
Social Security Number box a
Employer ID Number (EIN) (box b
Slate & Employees State ID Number(box 15
Employer Name (box c
State Wages, Tips, etc. (box 16
CA State Income Tax (box 1
Social Securit ,: Wa es box a '. '
SdI1VPDI Local lncomeTax) boxl4or14)
4th w-2
Social Security Number (box a)
Employer ID Number (EIN(box b
State & Employer's State ID Number box 15
Employer Name (box c
State Wages, Tips, etc. box 16
CA State Income Tax box 1
Social, Security, Wa es• boR3
SDINPbI (Loca6Incometax • (box l_4,or19
Spouse1RDP W-2 information. (transfer amounts from your Form(s) W-2 to the appropriate boxes below.) Complete a box for each Form W-2
you receive.
1 st W-2
Social Security Number (box a)
Employer ID Number (EIN) (box b
State & Employer's State ID Number box 15)
Employer Name (box c)'
State Wages, Tips, etc. box 16
CA State Income Tax box 1
1+'§e4tifit' � x
P I: 0callhcomeTax+ box14o09
3rd W-2
Social Securitv Number boxa
Employer ID Number IN box b
State & Employer's State ID Number box 15
Employer Name box c
State Wages, Tips, etc. box 16
CA State Income Tax box 1
ialtSi�euri we 's'box
` , dcal i Corhe Tax box 14,or il9 -
2nd W-2
Social Security Number (box a
Employer ID Number I(box b
State & Employer's State ID Number box 15
Employer Name box c
State Wages, Tips, etc.(box 1
CA State Income Tax box 17
Sociat-Securi 'Wa es. b6x
$DINPb1• ocallncomeTax z14'or14` -'
4th W-2
Social Security Number (box a
Employer ID Number I box b
State & Employer's State ID Number box 15
Employer Name ox c
Stale Wages, Tips, etc. box 16
CA State Income Tax box 17
-S'ocfal Seduri •Nita es' x 3'
SDINPDI, Loc i Income Tax bo 14,or.19
Total slate wages from your Form(s) W-2 for taxpayer (Add box 16 from all Form(s) W-2 for taxpayer) ...........
For nonresidents
one 2 ents or part- ear residents, enter your total callfomia wages from all your Form(s) W-2 for taxpayer (Add box 16 from all
or
Total state wages from the Form(s) W-2 for spouselRDP (Add box 16 from all Form(s) W-2 for spouselRDP) .....
For
rrnonresidents
onds) W 2 forsorpart-yDeaa)r residents, enter the total California wages from all Fonn(s) W-2 for spouselRDP (Add box 16 from all
$ 16,279.
Total California Wages from all Form(s) W-2 (Add line 1 and line 2, and enter it here and on Form 5402EZ, line
9; Form 540, Form 540A, or Form Form
(Long or Short), line 12. If completing Form 54OX, report any W-2
income on line a, Column B, that was not reported on your original tax return.) ................................ $ 16,279.
For Privacy Notice, get form FTB 1131.
r CAIA4501 03113108
051 8041074 1 Schedule W-2 CG (2007) (REV 02.08)
65fl Use ��at www.1 govyehle. -
'Employee Reference Copy
N_ Wage and Tax 2007
Statement
C for en de les'a records. OMB No 164GeWe
Caarol numtaer
t
Corp.
Empimymuseonly
IW031114 WYt
W545
25677
Employer'& name, address, and ZIP code
AMERICAN PLANT PROTECTION
5200 EASTERN AVE
LOS ANGELES, CA 90012
Employee's name, address, and ZIP code
PAUL IVAN MENDIZABAL
126 LAURENT
NEWPORT BEACH, CA 92660
m rs number
95-1658746
a Employee's SSA number
605-60.7093
Wpes,tips,aurrcomp.
2 Federal lncometaxwlthhold
$450.00
452.36
SorAlsecudtywage&
4 Socialoecuritytaxwithheld
8450.00
523.90
Medicare wages and Ups
6 Medlcaretaxwithheld
8450.00
122 53
social security tips
a Albuted ups
Askance, Etc payment
10 Dependenteare benefits
Nanquslmed plane
as i a
1
12o I
5�0.70 CA SDI
12d I
is Snlem pnn pray sick pay
slate Employer'& stab inm.
l6 State wages, tips, eta
CA 072.4382 7
8450.00
State Income tax
to Local wages, Ups, eta
64.53
Local income tax
20 Locality name
LVV( \e -L QI IV I-a1111\t1\MV VVIe11fsv as it 1
• •
The wages, tips, and other compensation reflected in box 1 are the
sum of those wages shown on your last pay statement, plus any
additional compensation or adjustments received after the
payroll close.
Your gross pay may not match your box 1 totals due to adjustments
made for GTL, 401(k), cafeteria plans, etc...
To change your employee W-4 profile information,
file a new W-4 with your payroll department.
PAUL IVAN MENDIZABAL
126 LAURENT
NEWPORT BEACH, CA 92660
O =07 ADP, INC
Fold ar
Social Security Number£05-60-7093
Taxable Marital Status:
MARRIED
Exemptions/Allowances:
Federal:I
Stale: 1
Local: 0
Wages, Line, atlror comp.
2 Federal Incomelsotwithhold
1 Wallet, tips, other comp
2 Fed.rallmoUsetoxw0held
1 Wages,tipa, othercomp.
2 Federal income lax withheld
452.36
8450.00
452.36
l 8450.00
452.36
18450.00
social securitywpn
4 Social secudlyferwahheld
j 3 Secialaecur6ywappe�a
x withheld
4 Social security tax
i 3 Soeul aeeuNtywea�geeaa
tax withheld
4 Social security t
523.90
845p.00
523.90
i 8450.00
523.90
1 e .00
Metlloarewagesarldtipa
6 Mediumhxw1uheld
5 Medloarcwagesaml Ups
6 Mediurctaxwithheld
j 5 Medloamwpesandtips
6 MedloaretAKwilhheld
8450.00
122.53
l 8450.00
122.53
I 8450.00
122.53
of
CoMrd numb& Dept.
Cap.
Emplgmuse only
I, d Control number
Dept
Cap,
EmplgmtMe only
1 d Contrd number Dept
Corp.
Eltgrlger use gnly
Ill
W545
25677
i OO,x1031114 WY1
W545
25677
i 0000031114 WY7
W545
256Ti
Employer's name, address, and71P code
I c Employer's name, address, and ZIP code
j e Employeesname,•ddtns,and ZlPcode
AMERICAN PLANT PROTECTION
i AMERICAN PLANT PROTECTION
j AMERICAN PLANT PROTECTION
52DO EASTERN AVE
I 5200 EASTERN AVE
1 5200 EASTERN AVE
LOS ANGELES, CA 90012
i LOS ANGELES, CA 90012
I
i LOS ANGELES, CA 90012
i
i
I
i
f
Emgq rwmber
• p
t b gs jo g,Fs gp ID number
a Employ 605 A 7093
b ID number
a Employ60bS60 �7093
95-1658740DID
605-60�709^
95mplboye8r�
Social security tips
8 Allocated tips
7 Social security tips
8 Allocaledtips
7 Soetatsecorilyups
8 Allocatedtips
i 9 Advance Etc payment
I
10 Dependent care benefits
Advance Etc payment
10 Dependent eero benefit
! 9 Advance Etc payment
10 Dependent earebenatas
Nonquallified pans
12a Sae instructions for b" 12
i 11 Norlquelifled plans
120
j 11 Nonqual9ledpiena
128
other
1
j 14 ether
14 14 Other
1
50.70 (:A SDI
I 50.70 CA SDI
50.70 .CA SDI
lac
20
tzc
I
i
i
tastuMIL netphn Npsrtyalckp
laslatem
IleLpbn
padyalckpay
13 Stal eat
Rot plan
310 Perryekk Ply
Employee's name, address and ZlP code
on Employee's name, address and ZIP code
I ell Empbyae'a name, address and ZlP cede
PAUL IVAN MENDIZABAL
i PAUL IVAN MENDIZABAL
j PAUL IVAN MENDIZABAL
126 LAURENT
NEWPORT BEACH, CA 92660
126 LAURENT
i NEWPORT BEACH, CA 92660
f 126 LAURENT
i NEWPORT BEACH, CA 92660
i
Slate Em�p�ssyyer's slate lO rlo.
6 Stile wages, lips, cla
15 State Emppl1oyer's elate lD m.
7
l6 Sttewages,llpa, eta
u 15 Sute Em�pIIoyer'a state lD no,
'`- CA 072.4382 7
16 Stale wages, tips, eta
8450.00
CA 072-4382 7
State Income tax
8450.00
16 Local wager, ups, eta
CA 072-4382
o11Sula income tax
8450.00
I. Local wages, lips, eta
o 17 Stale income tax
54.53
18 Local w89n, Ups, eta
54.53
Local irmoam tax
20Localayname
z 54.53
o 19 Localincome tax
Zu Locality name
o 19 Localincometax
20 Locality name
Federal Filing Copy
; A. State Filing Copy
Wage Tax
I City or Local Filing Copy007
e and Tax 22
WStatement
-2 Wage and Tax 2007
and
i w-2 2207
■ti Statement
i wa�2
rr Statement
.■ OMB o Sa50aeB
: 11tnhefitedwahemoloyee's Federallnomel"ax Datum.
I o ws-0o0Bnt.,
I Cnpy 210 be0led with employee's Stile lneome�ax eiurm
<s
I Co 2tobemedwllhem loyee'aC or LorMcome ex e,
one, i001,nNr visit IM IM Well) V ill
WI µse ®at WWW.Irs.9oV/e01B.
Employee Reference Copy
-2 Wage and Tax
2007
err Statement
IN
C 10r 'i mOad4 OMe No 1615deea
cim rd member
Dept.
Corp.
Employer We tmly
DODD01738 WY1
I I
W555
53512
Employer's nome, address, and ZIP code
BRADFORD BUILDING SERVICES
14262 FRANKLIN AVE STE 108
TUSTIN, CA 92780
/ Employee's now, address, and VP code
PAUL IVAN MENDIZABAL
1621 MESA DR. ,f20
SANTA ANA, CA 92707
_Em 9892 numb"a
94
m Anum r
605S60.7093
Wages, tlpe,odw come
2 Fedemlincome tax withheld
4878.00
381.31
so" security wages
4 SWalsecuftbmwithheld
4878.00
302.44
Medicare wiles and tips
6 Medkarctaxwlthheld
4878.00
0.73
socblseouraytlp4
a Albcaledtips
Advance Etc payment
t0 Depended care berneiib
1 Nampumbdpbn
11s m I r or
117tlmr
29.27 CA SDI
12
1z0 I
12d I
135mm n padyakkpay
5 abM Employer's male ID na
165tab wages, tips, ele.
CA 242-6120 8
4878.00
7 aate Nteometax
filLocalwatien,tipeetc.
38.40
Local Nwemstax
al Locality Mme
-LUU! VY-z anu CAKNINUI ZIUMMAMY
• •
The wages, tips, and other compensation reflected in box 1 are the
sum of those wages shown on your last pay statement, plus any
additional compensation or adjustments received after the
payroll close.
Your gross pay may not match your box 1 totals due to adjustments
made for GTL, 401(k), cafeteria plans, etc...
To change your employee N-4 profile information,
file a new X-4 with your payroll department.
PAUL IVAN MENDIZABAL
1621 MESA DR. #20
SANTA ANA, CA 92707
O 2007 ADP, INC
Social Security Number.605-60-7093
Taxable Marital Status:
SINGLE
Exemptions/Allowances:
Federal:1
State: 1
Local: 0
Wagw,tipe, etitereomP taxes
i 1 WegMt1pa,e6mrcomp.
2 FederalmoometmtwilhiwM
1 Wages,tipe,ottwcomp.
4878.00
2 Federal income tax withheld
381.31
4878.00 381.31
i 4878.00
381.31
1
Social seanrttyw 4 Socialsecuritytaxwithheld
i 3 Social ueuritywa,r9ea
4 Social aecurNytaxwNhhNd
1 3 Soelal aeeurNyw
4 Social security taxWdhheld
302.44
48 8.00 302.44
j a678.00
302.44
I 48 .00
Medlsarawageeandtips 6 MedlearetaxwNhheld
5 Medkarewagen and tips
6 Medlearetaxwl6,held
I S Medicarewagesamdtips
i
6 Me4io mtaxwNhheld
70.73
4878.00 70.73
1 4878.00
70.73
4878.00
Condrel nuat,ar DWI Crop.
Employrtummnly
j d Callol number
Dept
Corp.
Employer lag only
i d comrdnumber
Dept
Corp.
Employer use only
000001738 WYt W555
53512'
0000001736 WY7
W555
53512
s 0000001738 WY1
W555
5351:
Employees name, address, and 23P cods
c Employer's name, address, and ZIP ode
o Employer's norm, address, and ?JP code
BRADFORD BUILDING SERVICES
I BRADFORD BUILDING SERVICES
I BRADFORD BUILDING SERVICES
14262 FRANKLIN AVE STE 108
i 14262 FRANKLIN AVE STE 108
i 14262 FRANKLIN AVE STE 108
TUSTIN, CA 92780
TUSTIN, CA 92780
I
TUSTIN, CA 92780
�
I
I
b Emppooyyer's FED IO number
• Fmpbyee'a SSA number
605-60-7093
1 b Emppt1ooyyaappa FED ID number
I 94-1729892
a Employee's SSA number
605.60.7093
E ppyar• FED ID number
a m ca s num r
8 1729�92
605.60-7093
I 94-1729892
1 7 Soclelsecutlytips
ealep
8 Allodtis
j 7 soc aecurNy llpa
I
8 Allocated Ups
Seoul Security tips
a Al1ocNMtips
Advance, EIC payment
10 Depsmlmd care benalit,
a Advance EIC payment
1a Depended um betwms
j 9 Advance EIC payment
1
10 Depended com benerne
Ho"unalified pans
12a Sea inslNelbns for box 12
i 11 NoaqualNkd plans
121,
11 Nonquzm pans
12a
I
4 DOW
i 14 Other
29.27 CA SDI
14 ONmr
29.27 CA SDI
20
12e
29.27 CA SDI
2e
i
2
i
I
13satem
neL pm
Padys"Ply
135INem
nee. pion
3Npaltyak M
13 atnwp.0d.plm
PadY mot I
4 Empayw's name, MMrees 0141 ZIP code
eR Employee a name. address eM ZIP cab
' on Employee's name, address e,d ZIP code
PAUL IVAN MENDIZABAL
PAUL IVAN MENDIZABAL
PAUL IVAN MENDIZABAL
1621 MESA DR. N20
I 1621 MESA DR. #20
'y6
i 1621• MESA DR. 420
SANTA ANA, CA 92707
SANTA ANA, CA 92707
SANTA ANA, CA 92707
x
De 15 Stele Em��Ioy,eeaeWelD ne l6 Sbtewagea, tips, sic
8 4878.00
15 SING Emmp�4ocyyee��••s sots lD 5tale wages, tlpa, eta
o CA 242.6IA 8 4878.00
ateb Employer's stab 10 ne
BStabwapee,llpe, ate
CA 242-612D 8
7 State Income lax
4878.00
IS LoeN wape4 tips, eta
o CA 242.6120
D Sbte lmxemetax Local wages, tips, eta
17 Stab incomefax Leoslwagea,tlpa,.
38.40
TOD
38.40
38.40
o 19 t.ocallncomelax 20Localrwname
o 8 Loulirtcometax Loeailtyname
s Lacalhtcomebx
=Locauryname
Federal Filing oily
i A. State Filing Copy
i Tax
1
'7
City or Local Filing Copy00
1 Wage and Tax
W2 Wage and Tax
2907
Wage and
2007
YY�2 Statement 2no
i Statement 2
W�2
- - a Satement oa6L a
�a
I C 21n Mflbd wNl,emolnvee'a Stale lncmne Tax aMUfm
91Bn„itw
COW2bb fikd WNh4mPt0yaa'f CNya LOea nCOme a%
I\
e Gerard manler
1 Wages. bps, other .Federal hcaletacwMhold
2 951.1 19.39
OMe Na 154547008
SSabel seanlywages
4Sodal seanrytavvnUawd
2,951.17
182.97
E rployerWetilil"ban'".
6Modiase wagesand bps
6Medcarstaxw4ftid
33-0493568
2,951.17
42.82
c En4dgers name, address, and ZIP code
Calico Building Services, Inc.
15550-C Rockfield Blvid.
Irvine CA 92618
e Fmployewslist name and hNol ;Lastname Suit.
Easb----------- --I-- '-U@D} .zab•AL------------
126 Laurent
Newport Beach CA 92666
faroovedsaddressand2l000do
a Ettplvyces SSN 7Sodalsocunty Bps 8Allocated bps
605-60-7093
9 Advance Elc payment 10Dapenoox are benefits
11 NwgjldW plans
1y 14
Oarer
CA SDI 17.70
__L
12i_
---------------
120
r
---------------
129
,
ryo8ranen
17 $tel a ❑ Nor t❑
71urd.oaty
sicNPa/'
❑
$late fspbyersslablDnwti
19Stalewagee Ups,ote.
1178badoi=Mobax
CA j345_5733_0______
_____2,951_,�.7
__________
181ocslwages,bps,ela
18 Cancan kcano Icon
20 Loardy name
---2�95.11— 7
--------2-91
------------
�s w--T.abna 0.glMyee sn'DEMT Recur
W2 2007 capyereearn.awnbEmparee'aFEDEnal.Taxluwm
tl caw number
1 Wegea. UPS, oUrer minPensation
2 Federal income mxwUihald
2,951.17
19.39
MB ONo 154541D00
3sodalsoomtywages
4 Sams seamry taxw Uft1d
2 951.17
182.97
Employer fartibor
6MedcaewraBeS bps
6Medxare larw,aaied
33-0493568
2,951.17
42.82
c Ertployera rune. address. old LP code
Calico Building Services, Inc.
15550-C Rockfield Blvid.
Irvine CA 92618
e Enpbyea'afuatnaneandhdial rLadname Suff.
Paul
Laurent
CA 92666
BeachWWS
1NEmepwwypa�ortt
address 3W Zip
7Social socnry bps 9alocatedbps
605-60S$7093
9 Advance EIC payment
18DlPWOOnt as CoMMs
11 NorWdiod Plans
123
14 Men
_______
CA SDI 17.70
------'----------------
12c
12d t
13 Slal o ❑ Wament❑
pay
❑
1s Stale fmployefsslatelonunber
1651ate wages, ll S. elan
175Weincomatax
CAI 345 _5733 _0-----
----- 2.95p1_ -
__________
18lscal wages li eta.
19Localhometax
_______ 2 --
26 name
SETT_ER___________-
Am
a Cmvol number
We Ups.ottwconpensallon
2 Federalincomotax"Nveld
2,951.17
19.39
OMB No. 1545 MOM 7Social
sea rtywages
4 SocialseonNtaxwoftmld
2,951.17
182.97
b 5rployer idenbfxaUon mamba 6
Madcmewages and bps
6Medxare Lax" adWd
33-0493568
2,951.17
42.82
c EmplWs name, address, and ZIP code
Calico Building Services, Inc.
15550-C Rockfield Blvid.
Irvine CA 92618
a Employee's SSN
7 Social seemmytips
a Allocated UPS
605-60-7093
a Empoyers first memo and Initial Lest name Suit.
Paul I !Mendizabal
---------------------------------------------
126 Laurent
Newport Beach CA 92666
f Rlovedsad&=and 21code
13 Semrepbrree El� 1 ❑ TNrdp�y ❑
sit pay
9 Advance EIC payment
190epedon(carebenefils
11 NagsUdndpars
12a
14 MW
CA SDI 17.70
-----------------------
12b r
------ 1_________________
12c l
------ i-----------------
12d
15 State D'5"!-T splelD nwaba
16 Stale wages, U s, atc
17 Slate Income tax
CA 345-5733-0
2-9�1.17
_________
18 Lsxal wages U s, eta
19 LsxW krmmetax
:97ETT
rLomltynams
ER ___________
ya Wwv-sTa5h1nv1 2LQU7 ft ydz..Y mtlPownn Sa,(m
L Cm To se fiMwM&npby,M1 aW. CRY,« I 4 Tu a.Mn
d Caand amber
1wages. OFomacompa4salian
2Fetlaa kwona lazwUawd
2,951.17
19.39
OMB No. 15454M
3 $ocial sQCUmy%09eS
4$odel socunry taxwvalheld
2.951.17
182.97
b ariPloYer denafwban number
6MedcaewagesendtFs
GP919rotm%tMd
33-0493568
2,951.171
42.82
e Employers name, addess, and ZIP code
Calico Building Services, Inc.
15550-C Rockfield Blvid.
Irvine CA 92618
e EmployedsfastnameaMlmgei I 'Lastmame Suff.
Paul --------------- 1- Mendiz4ba1------------
126 Laurent
Newport Beach CA 92666
f STOnyods addmss and Zip code
a Employee's SSN 7social wanly Ups 8Aflocaled Ups
605-60-7093
B Advaoce ElC payment
w Deponidaacorebenefbs
11 NatgWifad pans
12a
140UM
____________________
CA SDI 17.70
------`'---------------
12c
__---------------
12e
17 Slat ory ❑ Woman, ❑ '�d� 4
p�
❑
6rybysfs ablelDn
16Slalewagos,li $•elanj
tisState
345 _5733 _0
___2:9?1_ 17
__________al
xmga9a ,a¢
19 Lcoal inoarre tax
20 tocY nano
_ ER___________ -
Tam W.2 woa4T.smnrx 2 u u _e owa.+drm..rnr+rxw.,.s.,a
CoyySTob fiNwNFirybms's aab, Ca1',nleW Man Tan WWm
raa W' woauT.9Amax 2 u U e copy c nor t:mv LVTt_Ca =ddnuc
TNskdani0misbekqfumisWtotheintwWRevaue Service. Urdu ere requlredtafilaa tax
rob.M anegligaxe penaltya cowswdkn maybe hnposed on you if this income Is taxable and
you fail to report it
9Pmm� en?eryreo Fepa• FOBb152a:
VILLA POINT II (Off -site Newport North Apartments)
Unit No.
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(For tenants not in possession of a Section 8 certificate or voucher, income documentation must be obtained.)
INVe certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersigned is/are the only income earning occupant(s) of the above indicated
leased premises; and,
2. During 2007, the Total Annual Eligible Income* of the undersigned individual(s)
was $_; and,
3. During 2007, my total monthly rent payment to Villa Point II (Off -site Newport North
Apartments) was $ �y�� ©© per gtOnth.
' Total Annual Eligible Income includes: wages, tips, overtime, bonuses, commissions, net income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point II (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Non -Income Earning Household Signature(s) of Income Earning Household
Member(s): Member(s);
Name Age
IG Signature
Signature
,,ccam� Signature p
Date: �I /o 0
/#I 161:2, f it
VILLA POINT II (Off -site Newport North Apartments)
Unit No. 02 a- O URGENT
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(For tenants not in possession of a Section 8 certificate or voucher, income documentation must be obtained.)
Me certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersigned is/are the only income earning occupant(s) of the above indicated
leased premises; and,
2. During 2007, the Total Annual Eligible Income* of the undersigned individual(s)
was $ 2a.alo J and,
3. During 2007, my total monthly rent payment to Villa Point II (Off -site Newport North
Apartments) wa $ er month.
* Total Annual Eligible Income includes: wages, tips, overtime, bonuses, commissions, net income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point II (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Non -Income Earning Household
Member(s):
Name Age
Signature(s) of Income Earning Household
Member(s):
Signature
Signature
Signature
Date:
7
a • 0 a/uo 4--OZ165
VILLA POINT 11(Off-site Newport North Apartments)
Unit No. C_ O URGENT
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(For tenants not in possession of a Section 8 certificate or voucher, income documentation must be obtained.)
[Me certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersigned is/are the only income earning occupant(s) of the above indicated
leased premises; and,
2. During 2007„ cue- TTotal Annual Eligible Income* of the undersigned individual(s)
was $and,
3. During 2007, my total m nthly rent payment to Villa Point]] (Off -site Newport North
Apartments) was $ 161 per month.
Total Annual Eligible Income includes: wages, tips, overtime, bonuses, commissions, net income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point II (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Non -Income Earning Household Signature(s) of Income Earning Household
Member(s): Member(s):
Name Age
`
Sign
ure
Signature
Date: 5q ✓tu
TTikT ♦'ATYV TWTlT/lli R1T liT.iYl T7T]Y/"'1
F.ffrntivr Tlah!• na O2)-3l
•ll
.
1_•_ "1111•.111 1 1 I So l • 11
Property NDyRo—rt--NorthCounty:BIN
1 Orange
Address: • II "1 1 Ilt iIII' Bedrooms:
WMAIWMAN.
Relationship to Head
of Household
=
PM: �W
ri�11��
•—`
pyQy�alq�'
I'LX_•u'.(t'.�:
��yy
�JZ_f'.:-E,i
E11 • It.bl • M
r
(1�i.E)Jy};h�Y4�lf \tom', Ek;i•�+EJ1..(.f=-c
' 1 I
�(--
�SY�S�1,Eik�\[ IIS�jC.�
' •
e`5 .+,rl%*'Vii..>, f ;X�Ft +,
a
� 1 1
•
!u!
Add totals from (A) through (D), above TOTAL INCOlvEE (E): A $ ' H —11 D v"o-_.
k�a'.Y-ri��,ry�� `, it
"Rn 4•d -
': k�l Mr�3'�N.% �4•�v q�,��•VI �i E+ +
fa:. )a�Mal �'f71P,S1'��ia�� '�`��{�n Yat. ���-i
I• �S f�frt)l�i��
ii+h �t�...
'�f .Vil �`• Y • •�
-.1..2.:�. _�..1�'�
1 f� i'+ � � j,�Tj fi �u �•Y
lK-}.k-�5'�•t1t`;XF��V
�a
wills
IY. 1 1 1•i 111'I11 1 1•
��,
LQ) ,•frS rJ�J 1. ..-.ilfll rk. i�llf `1�-.: 11 +I II I•I Il .l.+f lyf/ui�•._�J•V�
AM
j?• S
the information on this form will be used to detetmino maximum income eligibility. Uwc have provided for each person(s) set forth,in Part II acceptable verification
of current anticipated annual income. VW; agree to notify the landlord harnediately upon any rocniber of the household tnovingout of the unit or any new rnernber
mowngm. Uwe agree to notify the landlord immcdiatelyupon mymemberbecomingafull timestudent
Under tI,ry, Uwe certify that the information presented in this Certification is true and accurate to the best of mylour knowledge and belie£ 711
and erstands that providing false representations herein constitutes an act of fraud. Fate, misleading or incomplete information may result in th
t tionglecrnakt t`'}
Signature (Date) ©J Signature (Dare)
Signature (Date) Signature (Date)
RECERTIFICATION ONLY:
TOTAL ANNUAL HOUSEHOLD INCOME
_
Household Meets
Current In ome Limit x I40%:
FROM ALL SOURCES:
' PZ
5v
Income RestrictionFrom
item (L) on page11$q
v
at:
$ ��
❑ 60% ❑ 50%
Household Income exceeds I40%at
❑ 40% El30%
recertification:
Current Income Limit per Family Size:
_
$J�
I �p
t�7 %
❑Yes ❑No
Household Income at Move -in:
$ 1 t L-3 U
Household Size at Move -in:
M I•`'�, 1,'- :tii'-r:-•; z•-"_ - - - r:.5'.Y r�O T`Rv: [-x��=•ar. r•v.A7i"Z`'i: r•_.f e.JJ,.r't :::,'.nr
Tenant Paid Rent {�'i_'7 b
Rent Assistance: $
_
Utility Allowance $ .�
Other non -optional charges: $
GROSS RENT FOR UNIT: 1/,� Qr�
(Tenant paid rent plus Utility Allowance & k l�
other non -optional charges) $
Unit Meets Rent Restriction at:
❑ 60% ❑ 50% ❑ 40% ❑ 30% LU
F
ti
Maximum Rent Limit for this unit: $
.7�..«vr .w•vN' r �
v'� �S' •- •''iwk":+.—,` {--+�<;-.Y,- : ,Jf 7.i. w:-. •
- *Student Explanation:
ARE ALL OCCUPANTS FULL TIME STUDENTS? If yes, Enter student explanation* 1 TANF assistance
�,{j (also attach documentation) 2 Job Training Program
❑ yes q+,po 3 Single parent/dependent
4 Married/jointreturn
Enter
IA
nq �` , N'i" /c)' m.r.,,.r:..,.,._r.a iYrG"'f +''r a,:ni5<.`.';Ja',••a�-, •.$
. �„• ;. ',r.,.',4uR :: ma5 `-�=' a`+5 �:'l:°+,:�'Y .: R,i`•7i ) 4 L i y� �kl• a+., `r .... n'•::rsn•'r",.fas rtia•rYti:.
r e.r�Ar,•: >�,� . _ t'••1 t.a��x.�[k; �'IZaVASulhltG`,t'I'�3`�Si�r,
Mark the program(s) listed below (a. through e.) for which this household's unit will be counted toward the property's occupancy
requirements. Under each program marked, indicate the household's income status as established by this certification recertification.
a. Tax Credit ❑ b. HOME ❑ c. Tax Exempt ❑ d. AHDP ❑ e• \
(Name °fprogmmf
See Part Vabove. Income Status income Status Income Status
❑ 550%AMGI ❑ 50%AMGI ❑ 50%AM0I II meStat_ us /
❑ 560%AMGI ❑ 60%AMGI ❑ 80%AMGI 0
❑ 580%AMGI ❑ 80%AMGI ❑ 01** ❑ OI**
❑ OI** ❑ OI**
** U on recertification, household was determined over -income O according to eligibility requirements of theprogram(s) marked above.
�f �,.: r. ,,�,r-�sa7•.�.7 .�;a r' '�yI�IN�.�i�+��•��r� 1Y`/kEYi{?`f!•ii,l�"i1.N{�tH�'Y��a,w.�.5•r,. �:.,�%i-.:r���r.-v � nnl,'!7„i,''L r. t3s'��,.f�j
Based on the representations herein and upon the proofs and documentation required to be submitted, the individual(s) named in Part 11 of this Tenant
Income Certification is/are eligible under the provisions of Section 42 of the Internal Revenue Code, as amended, and the Land Use Restriction
Agreement (if ap "cab e), to live in a unit in this Project.
0
S Gt O OWNER/REPRESENTAT£VE ATE
2 Tenant Income Certification (September 2000)
TEN INCOME CERTIFICATION QUESTI2 IRE
NAME; 'PRONE NUMBER:
In , id —al Certification BIN #
❑ Re certification
❑ Other Unit#
INCOME INFORMATION
YES WO $MONTHLY GROSS INCOME
❑
Owe am self employed. (List nature of self employment)
(use net income from business)
❑
Owe have ajob and receive wages, salary, overtime pay, commissions, fees, lips, bonuses, and/or
other compensation: List the businesses and/or companies that pay you:
Name of Employer
2)
$
3)
$
❑
Owe receive cash contributors of gifts including rent or utility payments, on an ongoing basis
from persons not living with me.
$
❑
I/we receive unemployment benefits.
❑
I/we receive Veteran's Administration, GI Bill, or National Guard/Military benefiitstincome.
❑
Uwe receive periodic social security payments
$
❑
The household receives uneamed income from family members age 17 or under (example:
Social Security, Trust Fund disbursements, etc.).
$
❑
Uwe receive Supplemental Security Income (SSI).
$
❑
Uwe receive disability or death benefits other than Social Security.
$
❑
Uwe receive Public Assistance Income (examples: TANF, AFDC)
$
❑
Uwe am entitled to receive child support payments.
$
❑
Owe am currently receiving child support payments.
$
If yes, from how many persons do you receive support?
❑
Uwe avdare currently making efforts to collect child support owed to me. List efforts being
made to collect child support:
❑
Uwe receive alimony/spousal support payments
❑ 11—
Owe receive periodic payments from trusts, annuities, inheritance, retirement funds or pensions,
insurance policies, or lottery winnings.
If yes, list sources.
1)
$
2)
$
❑
Owe receive income from real or personal property.
(use net earned income)
ASSET INFORMATION
YES NO
❑ Owc have a checking account(s) ACCOUNT NUMBER INTEREST RATE CASH VALUE
If yes, list bank(s)
wes�owt c��tt 3 I S Sq $
t> _%
z, % $
Uwe have a savings accounts
�Itf�yes, list ba%'k�(s�)/�7 I r
1) Rkttcf)fbt..1/If.CdT
ACCOUNT NUMBER INTEl P%T RATE
_%
CASH VALUE
✓.
S�
2)
_%
$
❑
Uwe have a revocable trust(s)
If yes, list bank(s)
I)
_%
$
❑
Vwe own real estate.
If yes, provide description:
$
❑
Vwe own stocks, bonds, or Treasury Bills
If yes, list sourcestbank names
1)
_%
$
2)
_%
$
❑
Uwe have Certificates of Deposit(CD)or
Money Market Account(s).
If yes, list sources/bank names
1)
_%
$
2)
_%
$
❑
Uwe have an IRA/Lump Sum
Pension/Keogh Account(401K.
If yes, list bank(s)
1)
_%
$
2)
_%
$
❑
Uwe have a whole life insurance policy.
If yes, how many policies
$
❑
Uwe have cash on hand.
❑
Uwe have disposed of assets (i.e. gave away
money/assets) for less than the fair market
value in the past 2 years.
If yes, list items and date disposed:
1)
S
❑
dent financial aid (public or private, not
including student loans)
$
STUDENTSTATUS
YES NO
❑v�
❑
Does the household consist of persons who are all full-time students ( Examples:
Colleize(University, trade school, etc.)?
❑
❑
Does your household anticipate becoming a full-time student household in the next 12
months?
❑
❑
If you answered yes to either of the previous two questions are you:
❑
❑
• Receiving assistance under Title IV of the Social Security Act (AFDC/TANF)
❑
❑
• Enrolled in ajob training program receiving assistance through the Job
Training Participation Act MA) or other similar program
❑
❑
• Married and filing aloint tax return
❑
❑
ingle parent with a dependant child or children and neither you nor your
hildren are dependent of another individual
UNDERSTANDS
APPLICATIONI
INFOMMATION PRESENTED ONTRIS FORM IS TRUE AND ACCURATE TOTIIE DEST OF MYIOUR KNOWLEDGE. TIIE UNDERSIGNED FURTIIER
IONS HEREIN CONSTITUES AN ACr OF FRAUD. FALSE, MISLEADING ORINCOMPLETE INFORMATION WILL RESULTIN MIE DENIAL OF
AUiNT.
_
SIGNATURE Di+ PPL" T/TENANT DATE
-�a of
o�cum�mnrri DATE
Earned Income Calculation Worksheet
Name
Employer
Most Recent Ending Pay Period Date
1)- 15,i �)-1
Hire Date
-2q,o-� ,
YTD Income Gross per Pay Period
divided b
Q-N
Start with hire date if (+)
at job for less than a year
(_)
(how often paid)
(x)
Calculated Annual Income
divided by
(how often paid
(x)
(=) Calculated Annual Income
FM
0
The Inl
remain
a
cck_
EMPLOYMENT VERIFICATION .
'3d3i
xxx-m
Applloanl/f n RNatte Social Socudly Number Unit a(fassigned)
empbymont lnkumadon,
Uriate of Applldanlffeneht owe
above is � appibanlAenantof 9 houskig Progrem'Ihat requires verification of income. The Ihdomhadon provided Will
landan of Ihal#ln ad Pine only. Yourprompt reaPonse is txndal and greatty•appreciated.
Return 00rm•To:
gLei—` e-.-V65
'PLEASE COMPL'ETE'THIS FORM'ENTIRELYs NOTING -MW OR" NONE" WHERE APPLICABLE.
Employee Name Job Tide:
PresendyEmployed: YeeyL Oat%F49imployed, •2 0 No —�Last Gay,dEmployment
CamentOross Wages) awwr: (CIRCLE'ONE) hourly wQ*Y semi nm monthly yearly
Average #of regular 1100 per -Week •�q � YWMD4ete 6arNnge: •Jan. 1, 2007 thin . _[,J/2WT
Overture Rate: S Per f Uh Average #.ot ova time hours per week:
SMrtDdterendalRate: S• per has• Average# ofsMRtltferentialhotxaPerweek,
Com bonuses, lips, other. S l , (CIRCLE ONE) hourly weakly DIY se(OWMlhly monthly yearly
,,SStt LIP 1�
List any antelpsted oNnge in the employee's rate of pay vAhln the next 12 month3l;� : EffecBve
if the employe9's work Is seaso" orsporatllc, please indicate the layoff pedoM-Id(s):
Addido0al wnaeKs: r
r
r+
q1-t0 -5P q - ►��f�l ��a s 4 V-441 E-Mall
FaXW U.(bM
NOTBt Sidon 1001 atTide'18 of tho U.S. Code takes it a criminal offense to matt wdhful [also statements or misrepresentations to any Deputlmrw or Agency of
thw,United Sates os to any tatter wlihin Itlyudadiclibn.
Employment Verifiadon (Septen bxr 2000)
T/V *d LiA TG S6tr6T:01 :WMA d60:20' 40W-,L2-(t0N
Earned Income Calculation Worksheet
Name
Employer
Most Recent Ending Pay Period Date
11.1 s , ND1
YTD Income
divided b
Start with hire date if
at job for less than a year
(how often paid)
(x)
Calculated Annual Income
Hire Date
2-1) - 0'�
Gross per Pay Period
IT)
divided by
(how often paid)
M-
(=) Calculated Annual Income
EMPLOYMENT VERIFICATION
Date: 0 7
XXX-XX-
Social Security Number Unit # (if assigned)
Date
The individual named r fly above Is n applicant/tenant of a housing program that requires veMiication of Income. The Information provided will
remain confidential to ati action of that tated purpose only. Your prompt response is crucial and greatly appreciated.
anf0.1 G.r)'La
ProjectO ner/Management Agent 0�n�--/7
Return Form To:
Employee Name:
*PLEASE COMPLETE THIS FORM ENTIRELY, NOTING "NIA" OR "NONE" WHERE APPLICABLE.
Job Title:
Presently Employed: Yes _ Date First Employed No _ Last Day of Employment
Current Gross Wages/Salary: $ (CIRCLE ONE) hourly weekly bi-weekly semi-monthly monthly yearly
Average # of regular hours per week: Year-to-date earnings: ; Jan. 1, 2007 thru / / 2007
Overtime Rate: $ per hour
Shift Differential Rate: $ per hour
Average # of overtime hours per week:
Average # of shift differential hours per week:
Commissions, bonuses, Ups, other. $ (CIRCLE ONE) hourly weekly bl-weekly semi-monthly monthly yearly
List any anticipated change in the employee's rate of pay within the next 12 months: ; Effective date:
If the employee's work is seasonal or sporadic, please indicate the layoff period(s):
Additional remarks:
Employer's Signature Employer's Printed Name Date
Employer [Company] Name and Address
'57q �Li y1
Phone # Fax # E-mail
NOTE: Section 1001 of Title 18 of the U.S. Code makes it a criminal offense to make willful false statements or misrepresentations to any Department or Agency of
the United States as to any matter within its jurisdiction.
Employment Verification (September 2000)
Sending Conf ii'm
Date : NOV-27-2007 TUE 02:04PM
Name :
Tel. .
Phone
19495791447
Pages
: 1/1
Start Time
11-27 02:03PM
Elapsed Time
00'45"
Mode
: G3
Result
: Ok
Household Name:
Development Name:
ER $5,000 ASSET CERTIFICATY` N'
For beholds whose combined net assets do not exce*000.
Completp4,nly one form per household; include assets of children.
Unit No. ail 1
City:
Complete all that apply for 1 through 4:
1. My/our assets include:
(A)
(B)
Cash
lnt.
Value*
Rate
sty
sN
(A*B)
(A)
(B)
Annual
Cash
Int.
(A*B) Annual
Income
Source
Value*
Rate
Income
Source
$ •
02
Savings Account
$�`�`
Checking Account
$
Cash on Hand
$$ I VTR
$��
Safety Deposit Box
$
Certificates of Deposit
$
$
Money market funds
$
Stocks
$
$
Bonds
$
IRA Accounts
$
$
401KAccounts
$
Keogh Accounts
$
$
Trust Funds
$
Equity in real estate
$
$
Land Contracts
$
Lump Sum Receipts
$
$
Capital investments
$
Life Insurance Policies (excluding Term)
$
Other Retirement/Pension Funds not named above:
$ Personal property held as an investment** :
$ Other (list):
PLEASE NOTE: Certain funds (e.g., Retirement, Pension, Trust) may or may not be (fully) accessible to you. Include only those amounts which Lm.
*Cash value is defined as market value minus the cost of convening the asset to cash, such as broker's fees, settlement costs, outstanding loans, early withdrawal penalties,
etc.
**Personal property held as an investment may include, but is not limited to, gem or coin collections, art, antique cars, etc. Do not include necessary personal property such
as, but not necessarily limited to, household furniture, daily- se autos, clothing, assets of an active business, or special equipment for use by the disabled.
2. ❑ Within the past two (2) years, Uwe have sold or given away assets (including cash, real estate, etc.) for more than $1,000 below their
fair market value (FMV). Those amounts* are included above and are equal to a total of: $ (*the
difference between FMV and the amount received, for each asset on which this occurred).
3. I/we have not sold or given away assets (including cash, real estate, etc.) for less than fair market value during the past two (2) years.
4. !!!(((]]]�� Uwe do not have any assets at this time.
The net family assets (as defined in 24 CFR 813.102) above do not exceed $5,000 and the annual income from the net family assets is
S • V .� . This amount is included In total gross.annual income.
Under penal of peri r/we certify that the information presented in this certification is true and accurate to the best of my/our knowledge. The
undersign urther u d(s) that providing false representations herein constitutes an act of fraud. False, misleading or incomplete information
may result ' t .t nation of a lease agreemen/.
ApplG&W__I`en46C —Date—I� ApplicantMenant Date
Applicant/Tenant Date Applicant/Tenant Date
Under $5,000 Asset Certification (September 2000)
0
VILLA POINT II (Off -site Newport North Apartments)
Unit No. 11 �2
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(For tenants not in possession of a Section 8 certificate or voucher, income documentation must be obtained.)
IMe certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1 _ The undersigned is/are the only income earning occupant(s) of the above indicated
leased premises; and,
2. During 2007, the Total Annual Eligible Income* of the undersigned individual(s)
was $ 3 71 !3 9, 1 J_; and,
3. During 2007, my total monthly rent payment to Villa Point II (Off -site Newport North
Apartments) was $ l 4S,- /!• 65,— per month.
* Total Annual Eligible Income includes: wages, tips, overtime, bonuses, commissions, net income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point II (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Non -Income Earning Household
Member(s):
Name Age
Nisi 14&1-1L G2es5 W ,11S
Signature(s) of Income Earning Household
Member(s): A
J9DwI
M
Signature
Signature
Date: 5 t15-.L2 e08
N1
�//P/b 3
VILLA POINT II (Off -site Newport North Apartments)
Unit No.
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(For tenants not in possession of a Section 8 certificate or voucher, income documentation must be obtained.)
IMe certify to the management of Villa Point 11 (Off -site Newport North Apartments) that:
1. The undersigned is/are the only income earning occupant(s) of the above indicated
leased premises; and,
2. During 2007, the Total Annual Eligible Income" of the undersigned individual(s)
was $ and,
3. During 2007, my total monthly rent payment to Villa Point II (Off -site Newport North
Apartments) wa $ per month.
1 v 1 k �R'o.S�Zw (t'1
* Total Annual Eligible Income includes: wages, tips, overtime, bonuses, commissions, net income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension.payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point II (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Non income Earning Household Signature(s) of Income Earning Household
Member(s): Member(s):
Name Age
Signatur
Signature
Signature
Date: T / red iS
r
M/ VAID V
VILLA POINT II (Off -site Newport North Apartments)
Unit No. 'q7D P06atA-
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(For tenants not in possession of a Section 8 certificate or voucher, income documentation must be obtained.)
INVe certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersigned is/are the only income earning occupant(s) of the above indicated
leased premises; and,
2. During 2007, the Total Annual Eligible Income* of the undersigned individual(s)
was $ i 5� 39 ; and,
3. During 2007, my total monthly rent payment to Villa Point II (Off -site Newport North
Apartments) was $ pe( month.
• Total Annual Eligible Income includes: wages, tips, overtime, bonuses, commissions, net income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point II (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Non -Income Earning Household
Member(s):
Name Age
Signature(s) of Income Earning Household
Member(s):
Signature
Signature
Date: 4) f /
Nt qll f ?
TENANT INOWE CERTIFICATI4
Ll Certification ❑ •_ ertification ..Other
Date:
Property Name: Newport North County: Orange BIN #: N/A
Address: 2 Milano, Newport Beach, CA 92660 Unit Number:_ # Bedrooms: 1 k 1
.First
HH
Mbr#
Last liame
Name & Middle
Initial
Relationship to Head
of Household
Date of Birth
(MM/DD/YYYY)
FIT Student
(YorN)
Social Security
or AlienRe.No.
1
�l
HEAD
(
1
s), Q'1ov1'C-1111
2
3
4
5
6
7
:isAl2 - .%RtySStiWAII�T Olyt'n
S� y\?7NEJJ)T.A14Tp:
;, PS',.
_
HH
Mbr—#
(A)
Em to nt or Wages
(B)
Soc. Security/Pensions _
(C)
Public Assistance
(D)
Other Income
1
is
is
Add totals from (A) through (D), above TOTAL INME (E):WC
$
l+ p
"W9181 ts
Hshld
Mbr #
(F)
Type of Asset
(G)
C/I
(H)
Cash Value of Asset
(I)
An ual Income from Asset
t
,v'
L
�"'
• bw
TOTALS: 1 $
Passbook Rate
Enter Column (H) Total q l C
If over $5000 $�� I� `1 - X 2.00% _ (J) Imputed Income
Enter the greater of the total of column 1, or J: imputed income TOTAL INCOME FROM ASSETS (K)
$
$
$
d
)
C�
(L) Total Annual Household Income from all Sources [Add (E) + (K)]
P
The information on this form will be used to detertnine maximum income eligibility. i/we have provided for each person(s) set forth in Part 11 acceptable verification
of current anticipated annual income. Vwe agree to notify the landlord immediately upon any member of the household moving out of the unit or any new member
moving in. Uwe agree to notify the landlord immediately upon any member becoming a full time student.
Under penalties of perjury, Uwe certify that the information presented in this Certification is true and accurate to the best of my/our knowledge and belief. The
u igred fu re understands that providing false represen nons herein constitutes an act of fraud. False, misleading or incomplete information may result in the
tmi ration of to lase agreement.
ipuratu Da) Signature (Date)
(Da(e)
Signature
(Date)
RECER
TOTAL ANNUAIE.II4SISIHOI ILL(�Q v1 IF j Household•Meo .si . Current
=84 ALL SOURCES: �I Income Restucltom
Fromitem(L)eripage1 S 4' aat:— -
Current Income Limit per Family Size:
Household Income at Move -in:
!P
Tenant Paid Rent
Utility Allowance S
GROSSRENTFORUNTf:
(Tenant paid rent plus Utility Allowance &��3
other non -optional charges). S
Maximum Rent Limit for this unit $
ARE ALL OCCUPANTS FULL TIME STUDENTS?
❑ yes -o
Limit x 140W.
❑ 60% ❑ 50% Household Income exceeds 140% at
40% ❑ 30% recertificati n:
tkb % ❑yes
1�jlo
Household Size at Move -in: 1
Rent Assistance:
Other non -optional charges:
Unit Meets Rent Restriction at
❑ 30`/° ,
❑ 60% ❑ 50°/* ❑ 40%
Eyes, Enter student explanation*
(also attach documentation)
Enter
1-4
*StudentExplanatiom
I TANF assistance
2 JobTminmgProgmm
3 Single parent(dependent child
4 Mamed/jointreturn
Muir the program(s) listed below (a. through e.) for which this household's unit will be counted toward the property's occupancy
requirements. Under eachprogtam marked, indicate the household's income status as established by this cettificationlrecertiiAcation.
a. Tax Credit ❑ I b. HOME ❑ ( c. Tax Exempt ❑ ( d. AHDP ❑ I e. Y t l0 19
(Name ofPmSrpm)
See Put V above.
Income Status
Income Status
❑
5 50°/* AMGI
❑
50°/* AMGI
❑
560%AMGI
❑
60% AMGI
❑
580°/*AMGI
❑
80%AMGI
CIOI**
❑
OI**
Income Status
❑ 50%AMGI1�°meSYat
❑ 80°/a AMGI j� 0
❑ 01** ❑
113 OI**
t ** Upon recertification, household was determined over -income (U1) according to engrdraty requrements or me pmg[amlai manCexl aouvc. t
Based on the representations herein.and upon the proofs and documentation required to be submitted, the individual(s) named in Part H of this Tenant
Income Certification is/are eligible under the provisions of Section 42 of the Internal Revenue Codc, as amended, and the Land Use Restriction
Agreement (if Ple,,to live in aunit in this Project 7- /'nN� ✓ �a O S
IG TUJU3OFOWNER/REPRESENTATWE JbATBI
Tenant Income Certification (September 2000)
.oaf 411Wce11L11call
TELEPHONES NU�/M13ER: (� /�'!n/ �\
Initial Certification ( ) BIN it fl .b l7 � X / q7 v V
Rc-ccrtificalion f 7 Cl ^ M#V-e.
Vas Nn,"'— $MONTHLY GROSS INCOME
❑
Uwe am self employed (List nature of self employment)
(use fieincome from business)
❑
Uwe have ajob and receive wages, salary, overtime pay, commissions, fees, tips, bonuses, and/or
other compensation: List the businesses and/orcompanies that pay you:
Name of Employer
$
2)
$
3)
$
❑
Uwe receive cash contributions of gifts including rent or utility payments, on an ongoing basis
from persons not living with me.
$
❑
Uwe receive unemployment benefits.
❑
Uwe receive Veteran's Administration, Gl Bill, or National Guard/Military benefits/income.
❑
Uwe receive periodic social security payments.
$
❑ rA
The household receives unearned income from family members age 17 or under (example:
r
Social Security, Tmst Fund disbursements, etc ).
$
❑
Uwe receive Supplemental Security Income (SSI).
$
❑
Uwe receive disability or death benefits other than Social Security
$
q
Vwe receive Public Assistance Income (examples: TANF, AFDC)
$
❑
Uwe am entitled to receive child support payments
$
q G(
r
Uwe am currently receiving child support payments.
$
If yes, from how many persons do you receive support?
❑ r/
Vwe amlare currently making efforts to collect child support owed tome. List efforts being
Y'
made to collect child support:
❑
Vwe receive alimony/spousal support payments
❑
Uwe receive periodic payments from trusts, annuities, inheritance, retirement funds or pensions,
insurance policies, or lottery winnings.
Ifyes, list sources:
I)
$
2)
$
❑
I/we receive income from real or personal property
(use ggt eamed income)
$
ASSET INFORMATION
u
If yes, list bank(s)
1)IAI.A-G(�1o✓r�" sl�U ono $2XYD--
21 _^Vu 1 $
1•
I
❑ ❑
Uwe have a savings aciciaunlr.:,W
ACCOUNT NUMBER INTER -.fRATE
CASH VALUE
Ifyes, list banks)
o inl R reel aJfPr
io (0 lltor6f 320 _%
$
2)
_°r°
$
❑
Vwe have a revocable trust(s)
If yes, list bank(s)
1)
_%
$
I/we own real estate.
Ifyes provide description•
awl 1= L0
$(rD C»p
p
(/we own stocks, bonds, or Treasury Bills
(ryes, list sources/bank names
fl/k o f
1)
2)
_%
$
❑
I/we have Certificates of Deposit (CD) or
Money Market Account(s)
If yes, list sourceAank names
I)
_%
$
2)
$
❑
Uwe have an IRA/Lump Sum
Pension/Keogh Account/40I K
Ifyes, list bank(s)
1)
2)
_/a
$
❑
Uwe have a whole life insurance policy.
Ifyes, how many policies
$
❑
Vwe have cash on hand.
$
❑
I/we have disposed of assets (i a gave away
money/assets) for less than the fair market
value in the past 2 years.
(ryes, list items and date disposed
I)
$
❑
Student financial aid (public or private, not
including student loans)
$
STUDENTSTATUS
YES NO
p Does the household consist ofpersons who are all full-time students (Examples:
Colle eNniversi bade school etc.?
❑ Does your household anticipate becoming afull-time student household in the next 12
months?
❑ ❑ Ifyou answered yes to either of the previous two questions are you:
❑ ❑ Receiving assistance under Title IV ofthe Social Security Act(AFDCfFANF)
❑ ❑ • Enrolled in ajob training program receiving assistance through the Job
Training Participation Act (1TPA) or other similar program
p ❑ Married and filing ajoint mx return
p ❑ • Single parent with a dependant child or children and neither you nor your
children are dependent ofanother individual
UNDER PENALTIES OF PERJURY, I CERTIFY TIIATTIIE INFORMATION PRESENYCIDO THIS TOM I UE AND ACCURATE TO THE BEST OF MY/OUR KNOWLEDGE Tile UNDERSIGNED PURTIIER
UNDERSTANDS THAT PROVIDING FALSE REPRESENTATIONS HEREIN CONSTTPESA ALTOiFM D. ALBE, MIELEA NG ORINCOMPLETE INFORMATI 4WIL eR�ESULT IN TIIE DENIAL OP
AP,/LICATON OR TEPAfINATIQN�T)IE LP,SSE]GR¢;M/�� L V
rPfIRNI�/'ED/w/•,"A/AL ME O,/`lYA[A LGCA T`//PE/YNAYNT✓/'V/ SICNATU OFAPPWANANT DATE
aap.„.\i.--, 111\)��" •i„CCI,CIIWNCC M PC.VSFNTATIVV1 DAT ��
Earned Income Calculation Worksheet
[,1Mit, -
Employer
Most Recent Ending Pay Period Date
3,�; -°-0(�
YTD Income
XA1-
divided b
Start with hire date if
at job for less than a year
(_) tip� a
(how often paid)
(x) I aNq
Calculated Annual Income
Hire Date
\�-�4r ©�
Gross per Pay Period
G4. a3
(+)
divided by
(how often paid)
(x)
(=) Calculated Annual Income
INC. /-k Fed StatuslAllows/Extra CA StatuslAllomiDeductslExtm 1305
SSN: xxx-xx-0291 Pay
02/2112008 - 03/05/2008
03/0712008
Compensation
QtY Rate Current
YTD
$a ery
4,245.17
Commission
863.64
00.9
863.64
141.14
fors -Tax Deductions
Current
YTO
SEO-1 5
32.50
Em to ea -Paid Taxes
Current
YTD
slat '=Me Tax
9.00
57.00
Medicare
12.53
88.68
Social Security
53.55
378.74
CA - Income Tax
0.00
CA- Disability
691
48.87
81.99
573.19
Afteax Payments and Deductions Current YTD
'10 o ra
r-Tursement 637.10
Misc. Deductions-100,00-100.00
-100.00 537.10
Net Pay 681.65 6,072.$5
, INC.
Compensation City
Rate Current
YTD
STry
923.08
4.246.17
Commission
1,031.33
923.08
5,277.50
Pre-Tu Deductions
Current
YTD
125
32.50
3150
Taxes
Current
YTO
MVee-Pald
l income Tax
12.00
4300
Medicare
12.91
76.05
Social Socudty
55.22
325.19
CA- Income Tax
0.00
CA - Disability
712
41.96
87.25
491.20
After -Tax Pa menu and Deductions
Current
YTD
to e m ursement
138.50
637.16
Not Pay
941.83
5,390.90
, INC.
SSN: xxx-xx-0291
Com ensation Q
Rate Current
YTO
Sa ery
923.08
2,400.01
Commission
301.20
923.08
2,701.21
Eee•Paid Taxes
Current
YTD D
'cam,Tax
15.00
21.05
Medicare
13.39
39.17
Social Security
67.24
167.48
CA- Income Tax
0.00
CA -Disability
738
21.61
93.01
249.26
After -Tax Pa menu and Deductions
Current
YTO
uto a mbursemenl
138.50
360.10
Net Pay
968.57
2,812.05
to
a
� a Lia 9
v�
a Status1All..Mnducts1rxtm 1304
Pay Period: 02121/2008-03/05/2008 Pay Date: 03/07/2008
Pay Pedod: 01124/2008-02/06/2008
Pay Date: 02/08/2008
1164
, INC.
SSN: xxx-xx-0291
Cam a ensalion Q Rate Current YTD
my 923.08 3,323.09
Commisslon 1,031.33
923.08 4.354.42
Em Io ee-Paid Taxes
Cu nt
YTD
e'I ncomo Tez
15.00
36.00
Medicare
13.39
63.14
Social Security
57.23
269.97
CA - Income Tex
0.00
CA- Disability
7.39
3484
93.01
403.95
Akar•Tax Payments and Deductions
Current
YTD
ulo Re mbursemant
138.50
498.60
Net Pay
968.57
4,449.07
Pay Period: 0210712008 - 02120/2008 Pay
*w9' o-�L
1253
Earned Income Calculation Worksheet
I?Et"u
Employer
Most Recent Ending Pay Period Date
F I
YTD Income
divided b
Start with hire date if
at job for less than a year
(_)l,al°
(how often paid)
(x) I C-;� 'IZ
Calculated Annual Income
III
Hire Date
�1- \.- Q`1
Gross per Pay Period
[!��: < ?D �y
divided by
(how often paid)
(x)F �
(=) Calculated Annual
d-1 I a D r-�Cy,-73,
;S
lip
the Individual named
remain co idanfialto;
EMPLOYMENT VERIFICATION
& X-
3eclal Secudty Number
pllcantA�t of a housing program that mquirea vedfication of income.
purpose only. Your prompt response is crucial and greatly appreciated.
"PLEASE COMPLETE THIS FORM ENTIRELY, NOTING "WA" oR "NONE" WHERE APPLICABLE.
0
Employee Name: JohTitle: S a I e s {�Ii
Presently Empoyed: Yes Date First Employed �� 6 , t7-3— No— Last Day of Employment
Current GrossWagesMalary: S 17 12 CIRCLEONE) hourly weakly bl-weekly seml-monthly omh yearly
Average-Sofregular hours
%per week 0 Yearto-dateeaminjs .( 0 7c;(_:-Jaan.'1,,2�0011thni 3 7,,�f2001i
OvarOmc Ratot pa' hour Awnigo $ of overtime hours par week: �!
ShiftDifferential Rate: S 1 perrhho)ur Average i of shift differential hours Per week �L
Commissions. bonuses, Ups. Omer $ 1 " " (CIROLE ONE) Irumly weaidy bi-weekly eemi•monitdy CM thi yaady✓i�� %t% f W Lf?f
List any anticipated change in the empiayee's rate of pay within the neat 12 months: L o Nt i S 5 i ,i 17 S w(T
J Etfr dafe:
Ifthe empioyee's work is saasonal or sporadio, please indicate the layoff petiod(a):
Additional remarks: e
Empbyars stgnawre Employers Pdnted Name Date
(11-- 1&,?7 /✓ 19! � aRI-2266
!iq9 el-- f & 00 71q 97el - 9 Q _. Far Mill
Z ilo[
Mope* Fax# E-melt —
NOTE: Section 1001 of'fide i8 of the U.S, Code makes Itacrimttvil ottenso to make WIIItlt1 rWosmtnments Ut mialoptweumtiom to my Uoportmont orAgof nnOy
the Unired Slats as to my mamrwithin its jurisdiction.
Employment YerMcatien (September 2000)
z.• •a agar-
17
1
FoodCraft
C*Ncch RNreahmert9crrkes
March 7, 2008
To Whom It May Concern:
17149749B% 9496081914 PA
k Mr.
Rh
traide Dr. 1637 No. O•Doanea Way
Los Angeles. CA 90031 Orange, CA M7
Tel 323223-2391 TN 714974-1600
Fan3232276219 Fac714974-"96
wwwdooderaacom
E-mail: foodera112QaoLemn
This letter is to state that Amy Greenberg has been an employee of FoodCraft
in Orange, CA. since November 2007.
Her base salary is $2,000 per month and her commissions are $1150 per month and will
continue to grow.
If you have any questions please call me at 714-974-1600.
SrI
Jim Kolbeck
Branch Manager
1637 O'Donnell Way
Orange, Ca. 92867
TM.
Th&Ra"rofdwrown4
v
Amy M Greenberg
Property Address
1061 Chanticleer
Cherry Hill, NJ 08003
Appraised Value
339,000 - May 2007
Three Bedroom, 2 Full bath - 2 Half bath, 2 Car Garage, Full
finished Basement, 3 Story, End Unit townhouse.
Mortgage Amount
GMAC 225,000 February, 2006'
Monthly payment 1,538 Pr iLle- 1d-�, 1 �✓�'�ts f d- ��YES
1 Y
Lease
Monthly rent-2,350
one year lease began September 1, 2007
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7czWn AW WAV4.2TT anna OP JeLI
LEASE
Lanalo .4• and Tenant agree to lease the Rental Space for the Term and at the Rent stated, as
follows: '(The words Landlord and Tenant include all landlords and all tenants under this Lease.)
lesdlord: - Amy Greenberg
c/o Gary L. Green, Esq., Archer & Greiner, P-C_, One Centennial Square
Haddonfield, New Jersey 08033
Tenant: David A Weinstein & Corine Weinstein
2 Fieldstone Way
Moorestgwn,NJ 08057
Rental Space: The land and improvements immediately surrounding same identified as 1061
Ch=ticleeA, sherry Bill, New Jersey 08003.
Table of Contests
1. Possession and Use.................................................................................................2
2. No Assignment or Subldtting............. ......... _...................................... ................... 2
§. Rent and Additional'Rent... ......................... _.................... .............. ....................... 3
4. Securitv................. ...................................................................................................3
5. Liability Insurance .................................. _.............. ..._..
................ ...... I .................. ..,
6. Fire Insurance __..,.............................................
..................................... .3
...............
°7.
Water Damage........................................................................................................4
S. Liability of Landlord and Tenant............................................................................4
9. Real Estate Taxes...................................................................................................4
10. Acceptance of Rental Space ...... _... ............... ...... ....... ......................... ................. 4
11. Quiet Enjoyment....................................................................................................4
• 12. Utilities and Services
.............................................................................................4
13. Tenant's Repairs, Maintenance, and Compliance.................................................5
14. Landlord's Repairs and Maintenance..._............:..................................................5
15. No Alterations ............................ :..........................................................................
5
16. Signs'.......................:..............................................................................................6
17. Access to Rental Space ...... ...... I .... 6
....... ...... .......... ........:.........................................
19. Fire and Other Casualty ................. ............ ....... .............
................... .................... 6
19. Eminent Domain ........................................ ..................
...... ..:............. ..I ................... 6
20. Subordination to Mortgage.......................:......................................
... I ................ 7
21.Violstion, Eviction, Re-entry and Damages..........................................................7
...........:....._._
Notices ............. _...................................
................_..............22_ ..._..7
23. No Waiver...........................................
............8
24. Survival........................_.......................................................................................8
25. End Term ....................
....................................... s
cf ................................................
'26.Binding_....................... ......_......... ....... ................................... 8
-27. Full Agreement......................................................................................................8
28. Late Payment .......................... ......... :... _........................................
_........... I..........
8
29. Brokers ............ ..............................:..........................................._..... .....................
_... _............. _......... 8
39. Landlord's Obligations/Liability ......... _............. __
....... _.......
'
31.11oldover.................................................................................::....................I........9
32. Tenant's Improvements ................................................................................9
33. Lead Warning Statement..............................................................I........................9
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14
Date of Lease:
Term:
August 13, 2007
One (1) year
Beginning September 1, 2007
Ending August 31, 2008
Security Deposit: $ 3,525.00
Broker. Landlord and Tenant recognize that NO Broker brought about this Lease.
Therefore no Broker's commission shall be due.
Rent for the Term: The rent ("Rent') for the Rental Space, payable hereunder, shall be the
sum of $2,350.00 per month. Tenant shall pay to Landlord all Rent on or
before the lust (1st) day of every month for the term of this Lease. In
addition, Tenant shall pay the utilities as set forth herein, in addition to
the Rent specified.
Rental Space: Residential Purposes
1. Possession and Use
Landlord shall give possession of the Rental Space to Tenant for the Term. Tenant shall take
possession of and use the Rental Space for the purpose stated above. Tenant may not use the Rental
Space for any other purpose -without the written consent of Landlord.
Tenant shall not allow the Rental Space to be used for any unlawful or hazardous purpose.
Tenant is satisfied that the Rental Space is zoned for the Use stated.
Tenant shall not use the Rental Space in any manner that results in (1) an increase in the rate of
fire or liability insurance or (2) cancellation of any fire or liability insurance policy on the Rental Space.
Tenant shall comply with all requirements of the insurance companies insuring the Rental Space. Tenant
shall not abandon tho Rental Space during the Term of this Lease or permit it to become vacant for
extended periods.
2. No Assignment or Subletting
Tenant may not do any of the following without Landlord's written consent: (a) assign, or allow
the assignment by operation of law, of this Lease to any party other than a family member or heir or
executor of Tenant (which assignments are expressly permitted hereunder) (b) sublet all or any part of the
Rental Space or (c) permit any other person or business to use the Rental Space. Except as expressly
provided in subsection (a) of the immediately preceding sentenee, Tenant shall not, by operation of law,
merger, or otherwise, assign, mortgage, Pledge or encumber in any manner by reason of any act or
omission on the part of Tenant, this Lease, or the tern and estate hereby granted, or sublet or license the
whole or any part of the Reantal Space or permit the Rental Space or any part thereof to be used or
occupied by others.
W
1.1 J'7 'rr nnn� n7
3. Rent and Additional Rent
Tenant shall pay the Rent to Landlord at Landlord's address,
If Tenant fails to comply with any agreement in this Lease, Landlord may do so on behalf of
Tenant Landlord may charge the cost to comply, including reasonable attorney's fees, to Tenant as
"additional rent". The additional rent shall be due and payable as Rent with the next monthly Rent
payment
All other payments in addition to the Rent due from Tenant to Landlord hereunder shall be
deemed "additional rent". Non-payment of additional rent shall give Landlord the same rights against
Tenant as if Tenant failed to pay the Basic Rent
4_ Security
Tenant has given to Landlord the SecmIty stated above. It shall be deposited or invested by
Landlord and bear interest or yield other earnings as required by law. The balance of the interest or
earnings, after deduction of any Landlord's administration expenses allowed by law, shall belong to
Tenant Tenant's portion of the interest or earnings shall be permitted to compound, or shall be paid to or
credited for the benefit of Tenant as provided by law.
The Security shall be held in trust by Landlord during the Tenn of this Lease, including any
renewal or extension. It shall be used as security for Tenant's compliance with Tenant's obligations under
this Lease. Landlord may deduct from the Security say costs resulting from TcmmVs failure to comply
with any agreement in this Lease. Ifthe costs exceed the Security, Tenant shall pay the additional amount
to Landlord. If Landlord uses guy of the Security during the Term, Tenant "I promptly restore the
Security to its original amount. The Sorority is not to be used by Tsmant for the payment of Rent
without Landlord's written consent
Within 30 days after the end of the Term, Landlord shall return to Tenant (a) the Security, and
Tenants portion of the interest or earnings, less any charges made under this cease, and (b) a statement
itemizing the interest or earnings and any deductions. This shall be done by personal delivery, registered
or certified mait
If Landlord's iatemt in the Building is tnwsfierred. Landlord shalt (a) turn over the Security, Plus
Tenant's Portion of the interest or earnings to the new Landlord and (b) notify Tenant of the name and
address of the new Landlord. Notice must be given to Tenant within 5 days after the transfer, by
registered or certified mail. Landlord shall then no longer be liable to Tenant for the Security , plus
Tenant's portion of the interest or earnings. The new Landlord becomes liable to Tenant for the return of
the Security, plus Tenant's portion of the interest or earnings is accordance with the tears ofthis Lease.
5. Liability Iusaraaee
Landlord may obtain and maintain such liability insurance as he deems appropriate, but shall
have no obligation to do so. There shall exist no obligation on Landlord's pad to maintain say insurance,
whether liability, personal property or otherwise, on behalf of Tenant
6. FIM.Insuraace
if, due to Tenant's use of the Rental Space, Landlord � Laanndlod�y cancel this Lease
fire inS11rU1ZV On
the building in the amount and form reasonably acceptable
on thirty (30) days notice to Tenant
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7. WaterDamage
Landlord shall not be liable for any damage or injury to any persons or property caused by the
leak or flow of water from or into any part ofthe building located upon the Rental Space.
S. Liability of Landlord and Tenant
Landlord shall not be liable for injury or damage to any person our property unless it is due to the
negligence of Landlord or Landlord's employ= or agents. Tenant is liable for any loss, injury or
damage to any person or property caused by the act or omission of Tenant or Tenant's employees or
agents. Tenant shall defend Landlord from and reimburse Landlord for all liability and costs (including
reasonable attorneys' fees) resulting from any injury or damage due to the act or omission of Tenant or
Tenant's employees or agents.
9. Real Estate Taxes/Association Foes.
Landlord shall pay the yearly Municipal Real Estate Taxes and Association Fees on the Rental
Space.
10. Acceptance of Rental Space
Tenant bas inspected the Rental Space and agrees that the Rental Space is In satisfactory
condition. Tenant accepts She Rental Space "as is":
11. Quiet Enjoyment
Landlord has the right to enter into this Lease. If Tenant complies with this Lease, Landlord must
.provide Tenant with undisturbed possession of the Rental Space.
12. Utilities and Services
Tenant shall arrange and pay for all utilities and services required for the Rental Space, including
the following:
(a)
Heat
(b)
Hot and cold water
(c)
Electric
(d)
Gas
(e) Sewer
Landlord shall pay for the following utilities and services: NONE. It is, however, acknowledged
by Landlord and Tenant that the water and sewer bills for the Rental Space shall remain in the name of
Landlord and that the brills for those services will be forwarded to Landlord. Upon Landlord paying those
bills, Landlord shall supply the bills to Tenant and Tenant shaft re4mbnrac Landlord within ten '(10) days
of receipt. Tenant's foilare to do so shall be considered a default under this Lease.
Landlord is not liable for any inconvenience or harm caused by any stoppage or reduction of
utilities and services beyond the control of Landlord. This does not excuse Tenant from paying Rent
4
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0 10
13. Tenant's Repairs, Maintenance, and Compliance
Tenant shall:
(a) Promptly comply with all laws, orders, rules and requirements of governmental
authorities, insurance carriers, board of fire underwriters, or similar groups.
(b) Maintain the Rental Space and all equipment and fixtures in it in good repair and
appearance.
(c) Make all necessary repairs to the Rental Space and all equipment and fixtures in it, except
structural repairs.
(d) Maintain the Rental Space in a neat, clean, safe, and sanitary condition, free of all
garbage.
(e) Keep the walks, driveway, and parking area clean and free from trash, debris, snow and
ice.
(f) Use all electric, plumbing and other facilities in the Rental Space safely.
(g) Use no more electricity than the wiring or feeders to the Rental Space can safely carry.
(h) Promptly replace all broken glass in the Rental Space.
(i) Do nothing to destroy, deface, damage, or remove any part of the Rental Space,
G) Keep nothing in the Rental Space which is inflammable, dangerous or explosive or which
might -increase the danger of fire or other casualty.
(k) Do nothing to destroy the peace and quiet of Landlord, other tenants, or persons in the
neighboKhood.
(1) Avoid littering in the building or on it grounds.
(m) • Make all structural repairs.
(n) Make necessary repairs and replacements of the plumbing, cooling, heating and electrical
systems.
(o) Make all other repairs and perform all maintenance required to the Rental Space.
Tenant shall pay any expenses involved in complying with the above.
14. Landlord's Repairs and Maintenance
Landlord shall not be required to make any repairs, replacements or other maintenance of, or with
respect to, the Rental Space during the tetra of this Lease.
15. No Alterations
Tenant may not make any material changes or additions to the Rental Space without Landlord's
written enusent, which shall not be unreasonably withheld. Any material changes or additions made
without Landlord's written consent sball be removed by Tenant on demand. Nothing in this Lease, or in
5
any consent to the making of alterations or improvements contained shall be deemed or construed in any
way as constituting authorization by Landlord for the making of any alterations or additions by Tenant
within the meaning of 13.J.S.A. 2A:44-69 or Section 3 of the Construction Lien Law (P.L. 1993, c. 318)
or any amendment thereof, or constituting a request by Landlord, express or implied, to any contractor,
subcontractor or supplier for the perfotmance of any labor or the furnishing of any materials for the use or
benefit or Landlord.
16. Signs
Tenant shall obtain Landlord's written consent before placing say sign on or about the Rental
Space. Signs must conform with all applicable municipal ordinances and regulations.
17. Access to Rental Space
Landlord shall have access to the Rental Space on reasonable notice to Tenant to (a) inspect the
Rental Space, (b) make necessary repairs, alterations, or improvements, (c) suppler services, and (d) snow
it to prospective buyers, mortgage lenders, contractors or insurers.
Landlord may show the Rental Space to rental applicants at reasonable hours on notice to Tenant
within six (6) months before the end of the Teem.
Landlord may enter the Rental Space at any time without notice to Tenant in case of emergency.
18. Fire and Other Casualty
Tenwa shall notify landlord at once of any fire or other casualty in the Rental Space. Tenant is
sat ro4uirud 10.M Rent when the Rental Space is unusable. If Tenant uses part of the Rental Space,
Tenant must pay Rent prrrrata for the usable part.
l( 40 Rtow sw= ,r by.&v or other s,mdty. Ijmdlord shall repair it as soon
as pntMe. nkl :ltwbu bs 1#,dal aga•V,otW 8eutstl $ptwartcll?awoa itt4iOW by Landlord.' Landlord
need not repair or replace anything instailed.by'temt&
i'-4 wr patty oft oars( thin Ji m irdw Agntpl dpacu Aktr.S+d*ftssW by fire or other casualty that
w�itt 3tl E► If thro WtW **mot ttV^ 4a xg Won of a contractor chosen by
Landlord and Tenant will be binding on W& pkdm
'iitia Let w shall end if the R*dd $+pace is totally dcstmyc& Tenant shall pay Rent to the date of
If the fire or other omoly 'i4 caused by tho x*vr owisslarr of T'aaaat or irgnlnt'ss Rmpk7em
Tenant shall pay fm all r aq.aii-tt0W 40006W,:
19. Embaeot Domain
Eminent domain is the right of a SOV009* ta-lttwiPAY UMOMm-Wl 40ka priV*V Are' x i`rac
public use. Fair value must be pai4 &rube preVertir. Tk'WUft 00W Qllb M by * t of * dewd'
:iv1Ue1G' coa nuu»8'ppiY• f# }' rst #ire bui3t{ing 1 Orr Rattal $POW 4 t AMA by eminent
:(tq..p+p�'s�Y*I.'t�tjs•(�D€r3R:x:a�ieertrt;(taa�et 't�fortlre
talriag �1lbt��•'�ia�ta�ts(�xarsciiri�•+6c�rrrbrbt�6airiacenst•
pactofttrai'Raa�
o•d
VUJ I7PWS Cu- Ju
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21L Subordination to Mortgage
rn it forcclosurc nalc all mwtgWO which now or in the fatute aMrIt the Rental SPnce have
priority ov4r this Lease, and Tonant AA dp all p Vc:m treed to give airy mortgage priority over this
Lease; provid#4 howtn'cr, that. thiA AubordiFA*"n is oownrmt kwa thf• Tnartwfc wdt+*'?• q�raaTl�.nt
that this Leas,on4ollpf'S'eaant'a•riglstrrhrtufl .,sfutlloarbad{s4xrrtzrx)<+ra cfac6ataFde•rrtaaeltc+PrttneFc
f(pmlosW, au tog M-rmp +t is not in dgault hereunder beyoad mW wlicpble grace or cure periods.
21. violattoty EvkdwG l her wPd v%ft*p*
l.nntiltxtl Mwvjas.u• riot of v"ntq whit AWNS, 1 wtillvld to and OF Low and re -eater the
aRit Sjteies 1Ff ercmk f la tt► s tu►�r rtgttxgna�R do this i tea. This 4 4o" )3f*. 6.vtetton is a court
procedures tooantrvc a tP+tar�i. Fr�itsc is stDat�. ity t�:. CtXipg ef's�n�+�>riairi5� r'� wu�+�t��xvir� u� a
sumaagtes-ttcusief�.r of ecawr�,. �,d�# n!em •+r�seairsi'�a+ant fi�+tny amcoaE`tf,�t�cs $�ttds
4k vw,imm ova" i)y • 0WIL, AIN WWI m1w of s.�r� I, * t+ 4 a art:} i e s, wrNumt of
.t�+u+gr-r Ara#ta adc txian's�dmto€ ne:t�,e el ewe- # I w: eSwevicomis
aoa pep 4a . *DOs»: OW' tlo� l►tkk� kr the .sty '1�a►s# � f�$sf s�tfx� it?�i 4 � �
there is�rotfitsac�peta.ctr%trf�arasfir�g�eta'�+ttfire�daysrap•6y'•�at:h�u+¢�'
.a cwv** oar V*wo. 'x uu p% 45 ? row ail dummilm zwfto by Towes- Afso* of ony
�ti4t�#i�tge. is�}ade}t�avcsdt"3�•txtr4ai. �iLare<ti�K+tts,'�aanamdt�atl
Pay the li�atlbr terra mow« 4e a't •ta�u#�t r'sra'Yl r . t€ rrut+r l# �tk tx�n,,�a
RCPW Spree zmu .Amu.pw ote, aw"ame, too ov coda thc.0 m:
•irr arrdtl'i -i. ltred.60
i e,s+rtvc+st'xtwy.1ies+v >wwdt ��+a r�+�3w+wR+w Lease
OF
�bG+Mfe]r �ew•� os: i �.��'T�« art
,� cx •� sx '1'r, ari►ac sar.?h �w.eattt i&x• �? ' awidat>Ifa!t
.�6,eFaty[l�te�:�•tts�i'ea�t�atid�„ #xi'. sh#�1Fx[el�cn�'��.'�t[kAs,�i•'�ttt•�A�+4�r�
wMgt#ty` �
22. l od=
to
yR wnY•'• �*�•1F�i�t-{!1F ��IIF � J%Ni�•'�t�+r �'��• l� Ts�`i .As�HWI
N7�Mt.WBAArt.•1�i'a� agelt ���wYfid ilt rove•
w+rt►tir�i'h�lltdiM��b,� i�Aw.
�eiv�t�Fa�it+:
ft.%, Was. taaop*tictrikk
Alt xrot't�s > qt� t�'� •� irr: l ��'•"• tee
.notices give, by the 466A. �' � Doa rS; -C.wm � .9�
►sV w ate
wrdd�cs�ts'2eva aitltta�+egr�a�cltn"t':�xta!4talt^1-
a•a
Yua i ar>I=Icun AM W.J 6-6 i T T ann;7 ap je W
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23. No W2iver
iaadloWg failure to enforce any agmement in this Lease shalt not prevent Landlord from
p�{p't}u.�Iyrquplry�plFttous accturmg at a Istp'tinna.
24. Survival
if say ngreemtxit in this Lease is contrary to law, the rest of the Lease shall remain in effect
25. End of Term
.�: dw =U, Write: Tuts t`�temt n?ustl (u) lguv�'thd itetuai Space +elefln,'(b) remove all of Tenant's
paalxsty,c) xaa;oxa alI£�g`ax qt sesiat> �xt ptt6ar+ cp3 tfea'il 4n which they were placed, (d)
repay all �+y va=4 bw toi. Ui4 (�) r-9i & ft. ti; iwl'• Sw iiiLvXdkwd it 60couaim qS
itwas ����tlAa Taai,xeaKs�tetw;
3i f •xacz v, : «.3 •f» i4} ir. i-::"«;am e; %40dw *W 44) diepme of it aw charge
T .Orlb)tOw AASMbedOw 4v+6 w
26 Aim
Th& 3jM& twWW #A d Teat►nt and OU part= who lawfully succeed to their rights and
*blxs.
27. Fnll Agreement
'I�. •prx a #ave.t;rattibia LOW. S csmtains their felt ,agreement. It may notbe changed except
28. Lott IrsYftolt
trts%l"axtar,.u:#:',�.'atimlV99VCW;."�etlAft OWAW4Wther+ofor,Tenantshallpay
ta�sNa'irz6ce�pe�'Le+oi;�l�i*tto �+drli<ap�c�c�tona�eLf (I.1n55)
An adlwiisj s>ade� AaditclFaL�e�maff y�
4, Bro W=
Tenant repreaeW 04 irr k tires *r1MpIt fW": J=: QU 4� �" t'` cy:.oe
consultaBoMuswltlts�esp9et l�Nrl tar tr�a•t a!!� � atli= tkc
.�'0r -arcy �arR aa! $pj" �..���'QF'S�i!'•�
tbb SI •LU `. `M tiCr. i .?w�,s�Inm 4+>w*4t!4* -1446 4 IVOM A + A 114WO y wrA.
alkd"Pom, iipiel5ctigsg'�"ir�e&almui newt ae !auE'e� aa� raPi�� or UVA�h of
gty' t War d&Arftle.
30, E4uctd�#>i"s/igOff�
LD
#q&r4Ay p1'***MSi
'�ty� >�`d'E?r`�I oftimethat
0
EM
nr -el uuj i 7rw=IQ 1 au i.IAe,. e T T onn� oo _Jpi.i
ib4 :;ttuity ;Xj"taftrd ira i#cw.Iti uWi Sao of which the Rent+il Space farru a part far the satisfaatio4 of
scaulog ip'feaaut 08 a teaeh of the breach of any action of tills
Leuc byLaediow&
31. Holdover
In th4 evl tt �. f0 kataatsc 44+ Scastuf :.R .s� t;s:• y4. 'a WA"' ; tsr. ujV-4 1 -W
eariiertam"matiaao€ffi�,��iys�8:�e.'i`+taTlxFtatsatf'Pr"vLa•t.�ntTfetscfdoxt�rti+tks: �'taardnr�tiax�k•c¢�tT>ie
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date hetnoA%D1'1%rlid+fe'acs �iritrOB3` lYiaCNCiIH �iS+Uft l�ilQk, ufflbFA.
Dt i5 iiWtiixa +{4gt•. a' JLTK4W &Ottrt'#r$ u iao�t %i;�c 'i+4ikF2 97saiiUxT i}EtF Nstj'S#JNvNivil tap �t
.Sphc� .��Id��llto t� cifJ�•fl� $".�e[� �"►ai
fiYOf9 rip4 trx a .dr�t"©m fMM fMt 4hW Mit QWbW 4W a VMW Of" VWb
33. swd� pq t
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ill LYYiF tnwmg W44 iteiir sLi+xo rlr, i+ ice t �aprwt* �rxr+h
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at NeF aaT,capP� �'"� �+.c•gsayMrat +aka x i�
t�erra'imae ba sr ei r t ni N. t :P`Y5T w n,a,=;r ac* oar bv�tow A rip * 3�asead it.� ss
I.R' *oil
'Whm ecd:
AAm i.a�otd
Witaessed:
An ttr Tarrant
*,a.'to TauLat
"twdPoMtapdaainra ittrbRtaiNwaWttrastpr"trittanddesaFa6ra�
9
`
WW4 Iaf'Nq_RW I fIH WAS+,:Ii RnnR RR JeW
APPLICATION TO RENT
�� APARTMENT COMMUNITIES
(AND RECEIPT FOR APPLICATION SCREENING FEE)
Please wmplalo (his form entirely in Ink, nollrg'WA' or 'none' wfiosa applicable Do not use white out. The, (nfanno9on you provide well be voe9M prior t
TICAC'a approval to rent an apartment to you in an apartment community wmatl by altllar The Irvino Company, Irvmo Apartment Communibea, L P or Irvm
CommomAol Property Company (cailoc9voly,'OwnoY').
� + ,
PA- Il2anbHlsto' -•�; =t�'% '"_>' '`.�-_<<•� - -
IV ��p%�� Address
Commumly. �i Vj rQpM12Aj �/'
pyy
BMfl•IplaoNnm fta2
Fur IITPf
�� ,THE IR• •f MPANY BELT RKET RENT UNIT
city ICAAM
PM1AP^^ ny Xnemalteat. Fkatl`-d qlL qr�/\.� Data q,i�a`lJ I�Nu�O/—�/ Others
13
or
S�APARIRMN COMMMMPIT
6. Reason for relocal on• I-Pl n AM `t- 0—t
7. How many vehicles do you own/drive? / t
Make
4
Year Oy unmaa
Year Llcam.0
Note: Parking of recreational vehicles, boats or trailers Is not permitted In the Community.
B. Do you have Rental's Insurance? �Ye. El
9. Consent to Verification of Credit and Other Information:
I am maklne els Applkallonvoluntarl ykr Me purpose of obtakingTICACle approval to rent an apartment h Me openeentcommmiry Morro above. I acknaMatlpemtthmpthe Notltt to
Applicant Regarding Inveseee We Camumer Reports and endkol, oulhedae TICAC, CwneA and Maker ... dva employees and aeenh (cagamehy. Me 71CAC Parbmj, to any Me
aedh and other Information prodded by me in Mb Application and W obtain uedd rep". ImmbgnW a consumer repwb, and other reports ham a eGt repartee agendas. tenant
friearld,W,na Informlth.conbredidngamboNCamdraft. kedrust, ndandother pnam.wen.ber...ulwmadoneardi bthN Appgutlen. Islid aueodc<Ma TICAC
und.mi is provide In.... M n conninad N eh AC Pruan b esdom but,.hb might teasel gwemmeal agendoo. , .Meerdeeal bowatlm vadut. law en(wamenr gentle.. 1
rmdenhnd Matu I lease MN apOr myLe se TICAC ora meni have a %nenuInand e st ttview my wear hfwmatlon, payment hMtary, euuperrcy hhlory and other In(ematlen In liar
yppgution for purpesea tasted m my Lease and/or for amen bath durhp end aAer the term of my lease
I hereby raiders and hold harmless The Irvine Company, IMne Apartment Communities, L P ,IMne Commercial Papery Company. The Who Crum., Apmment Commundlm, Ina,
and all of Meb map.ctive omen., employees and scents from any and all11.ehw.local pmceednea and cash, indudlng Wromt .Ism, addng out of Me.0.11cn serer us. e( Me
Ifwmatlon eonbined In this Appgeadm, Inch ding the release ofsucb Information to list perk..
I warrant Met, to Me beat of my knoMedoo,OR of Me efwmadm provided In Me AppYollon(Including but of sell to Me sMemant of my anandal omdtlon) h We. O..W. complete
and cants m of Me dale of My Appacaden. If any hfwmatlon p.W.d by me 1. dakmJned b be Use, audit testa vestment we be pound. Iw dhepprowd of my Apphcatien or
Imentsbar of an Lease WIN Prow. I .Rae 0 mtlly TICAC it arty of Me Infwmatlea moWded In his Application chances during Me Application proms. or during my tenancy. I No
urdenland Mat TICAC key rdaIn NO Applicant alone with any wherhformation podded by me, Wrother as not Mh Application be approved
A non-rofundable Application Screening Foe of S35.00 (as Romized below) le required from each Applicant to proems this Application and to check the
Inform such provided. A separate Application to Rant must be signed by each Applicant who will occupy the apartment before this Application will be
considered by TICAC.
AN APPLICATION SCREENING FEE WILL NOT BE CHARGED
l..sa'
Data App m ulgm m
on Me dot.belm, TICAC lcodyud$350 hem Me MWmlgned Apparent In eonnad. with Applomr. Appycatlon W Ram an epadmarat tom Caner I
The soma..be[he to be ..ad feewmn A pliant with ,cards to east history and seer background Information. The amount charged Is Usual as follows-
1. Adual coats of each report unlawNl deWnw(adetbn) march, mdor other seeming mparb
1 Cast obtde. proms and wrilyraeeNng Infeen.&n(may Induda staff. time and other Mated cosh)
g. Total let chwped(my not exceed US hot Applicant)
i awlhcatlm of hfwmatlon suppled by Applicant
il o.be)I
Data
5T so
$28 00
$on m
gMfl �AwloRnb Raw
flry tl T.m 2
WY Tax Paid
Mall This Portion -with Your Paumentr
Mg1Ba9ePaynrenl-..TOW Amtoua (Amount weYvim umRrO1 GMAC
16 G ys AFTEue OMa
31,638.68 33,12a.08 31,594.36 Mortgage
J ,l�eeaa i6
- Sign lxretocnro8in monthiyACK
full payments) t6ec badsfwdabac)
ADDOIDmftdpal
ADDMONALBaow
Ii..LJddI,�,JI„..Idl,l.,,,dl„II„LI,,,IL,LL� �Ild
Late Chafge S GMAC MORTGAGE
OtherFees (pkatespecHy) < PO BOX 79135
PHOEENIXAZ86062-813S
Total Amount Endosed ` I11.11116.1111„II„I1,IIId„111,1.IL61IIL.I,ILI
m
02 0258 11511890504 00153868 04570 22222 8
I :OVER PAGE
=11Ing Checklist For 2007 Tax Return Filed On Standard Forms
2repared on: 02106/2008 07:58:45 pm
Return: CtDocuments and SettingslMatt%My-Documents%TaxCutlAmy Greenberg 2007 Tax Return.T07
ro file your 2007 tax return, simply follow these Instructions:
step 1 -Sign and date the return
if to sign your ris eturin To do this, youocantiveuse Faor rm 2848, Power of Attou must have a orneyrof and attorney
of Representative. attached that lly authorizes the representative
� Step 2 -Assemble the return
These forms should be assembled behind Form 1040 —U.S. Individual Income Tax Return
- Schedule A
-Form 5329
-Form 2106
-Form 3903
Staple these documents to the front of the first page of the return:
Form W-2: Wage and Tax Statement
1st (SUN VENDING INC)
2nd (FOODCRAFT INC)
3rd (CAPITOL BEVERAGE SERVICE INC)
Step 3 -Mail the return
Mail the return to this address:
Department of the Treasury
Internal Revenue Service Center
Fresno, CA 93888.0002
We recommend that you use one of these IRS -approved methods to send your return. Retain the proof of mailing to avoid a late fling penalty:
- U.S. Postal Service certified mail.
-DHL Same Day Service, Next Day 10:30 am, Next Day 12:00 pm, Next Day 3:00 pm, or 2nd Day Service.
- FedFx Priority Overnight, Standard Overnight, 2Day, International Priority, or International First.
-United Parcel Service Next Day Air, Next Day Air Saver, 2nd Day Air, 2nd Day Air A.M., Worldwide Express Plus, or Worldwide Express.
Step 4 - Keep a copy
Print a second copy of the return for your records. We recommend that you also print and retain these supporting forms, which don't need to
be sent to the IRS:
-- Background Worksheet
-- Form 1099-INTIOID
--Form 1099-G
--Home Mortgage Interest Worksheet
--Non•W2 Wages
-• Vehicle Worksheet
2007 Tax Return information. Keep this for your records.
Here Is some additional information about your 2007 return. Keep this information with your records. You will need your 2007 AGI to
electronically sign your return next year. -
Quick Summary
Total (Gross) Income
$36,007
Adjusted Gross Income
31.57
Taxable Income
529
Total Federal Tax
,2
Total Payments
2.106
Penalties
Refund Amount
690
Amount You Owe
$0
POOR..
QUALITY
.T
ORIGINAL (S)
Department of the Treasury —Internal Revenue Sorvice
Label
I.r2rr.3,A(SeeEinst"Cllons.)
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have a
Apt. no
address, see In."(
92660-3285
218-62-0291
Spouse's social security number
. You must enter .
your SSN(s) above.
Checking a box below will not
change your tax or refund
► ❑ YOU ❑ Spouse
S I V,If
4 Ma o1 neusunma twin, yua6ymg person). ( as re .
t Ues
the qualifying person Is a child but not your dependent, enter
IIr,a,d Income) this child's name here. ►
is SSN above
4 5 ❑ Qualifying vadow(er) with dependent child (see Instructions)
�u as a dependent. do not check box 6a .... .. l eo.acchocx.d 1
1 ona..nasb
... No. of children
on 6c who:
'
I
I.1aopondonr.
sW al.oanly MXnbof
Imlalm hip ,
2hllx�ir silo
IXO0l ,too NiV,
I
1
I
f
° •lived with ro. _
' • did not live with
oiieeappmm-a wc.
(se.lmtrucdons)
13 1.d.nl. on sC
not .meNa^bM..
F............... ............ ...� .�.... 30, 603
it, W-2 ........... .. ...... ... .
hquired ............ ..... Be®� 50
1 line Be ............ 86 0 IY!
lif required go 0
.......... .. .. ........0
t 96
1................ .
dale and local tncoma taxes (see instructions) ..... 10 0
( ................ ...... 11
rdule C or C-EZ ................. 12 0
indeed If,wtmWeea modklnm ... ..... , ► ❑ 13 0
P7... .................. . . . 14
I 15a le Taxable amourittsee mst) 151, 5, 354
16a b Taxable amount (see inst) 166 0
t
Ips,S corporations. trusts, etc. Attach Schedule E ..... 17
IsF.................. ....... .. 18 0
19
I I20al Ib Taxable amount(see trial,) 20b
ke insWcbons) ___21 0
t tar Ilnes 7lhrou h 21 This is ourtotal Income . ► 22 6, 00
t 23 0
fa, performing artists, and 24 0
iFonn 2106 or 2106-EZ ...... .
pch Form 8889 ..... 25
1 26
�h Schedule SE .......... 27
Illfied plans . ...... 28 0
ion(see instructions) .... 29 0
t 30
.. ...... ....... 1311.1
t 32 0
�structions) .. ........ 33
(m $917 1 34
on. Attach Form 8903 1 35 0
19h 35. . ..... .............. ... 36 4,750
ouradjusted gross income ............... ► 37 31,257
-tion Act Notice, see Instructions. Form 1040 (E007)
F............... ............ ...� .�.... 30, 603
it, W-2 ........... .. ...... ... .
hquired ............ ..... Be®� 50
1 line Be ............ 86 0 IY!
lif required go 0
.......... .. .. ........0
t 96
1................ .
dale and local tncoma taxes (see instructions) ..... 10 0
( ................ ...... 11
rdule C or C-EZ ................. 12 0
indeed If,wtmWeea modklnm ... ..... , ► ❑ 13 0
P7... .................. . . . 14
I 15a le Taxable amourittsee mst) 151, 5, 354
16a b Taxable amount (see inst) 166 0
t
Ips,S corporations. trusts, etc. Attach Schedule E ..... 17
IsF.................. ....... .. 18 0
19
I I20al Ib Taxable amount(see trial,) 20b
ke insWcbons) ___21 0
t tar Ilnes 7lhrou h 21 This is ourtotal Income . ► 22 6, 00
t 23 0
fa, performing artists, and 24 0
iFonn 2106 or 2106-EZ ...... .
pch Form 8889 ..... 25
1 26
�h Schedule SE .......... 27
Illfied plans . ...... 28 0
ion(see instructions) .... 29 0
t 30
.. ...... ....... 1311.1
t 32 0
�structions) .. ........ 33
(m $917 1 34
on. Attach Form 8903 1 35 0
19h 35. . ..... .............. ... 36 4,750
ouradjusted gross income ............... ► 37 31,257
-tion Act Notice, see Instructions. Form 1040 (E007)
Form 1040(2007)
Amy - M Greenberg 218-62
Tax and
38
Amount jfrom line 37 (adjusted gross income) ...................... .....
Check You were born before January 2, 1943. Blind. Total be
0
10r-
Credits
39a
if. Iq Spouse was bowl before January 2, 1943, E]� Blind. } checked ► 39.
Ln
return, or you wem a dual-smtusollen,eoe unu,aaa°e,amedrhem ►39bL
Standard
b
Ifyourspouse temiaes on a separate
Daducllon
foP-
40
Itemized deductlons (from Schedule A) or your standard deduction (Soo left margin) ..
. .
People Who
= km�kKM
41
42
Subtract line 40 from line 38 ................. ... ........ ...
If line 38 is $117.300 or less, multiply $3.400 by the total number of exemptions claimed on line
.
6d If line 38 is over $117,300, see the worksheel In the instructions ..... .
399 or 391,or
who on be
43
Taxable Income. Subimct line 42 from line 41. If line 42 is more than line 41, enter -0• ......
.
clalmed ea a
dependent
44
Tax (see Instruction) Check If any tax is from
see list[.
a [] Fom4s) sett b []Form 4972 e [] Ferrll(s) 8889
•All others:
45
Alternative minimum tax (see Instructions). Attach Form 6251
Single or
46
................
Add lines 44 and 45 .. • • • • • • • • • • .. '
• ►
ee7ellln9
Y
47
. .
Credit for child and dependent care expenses. Attach Ferm 2441 .- 47
$5,350
48
Credit for the elderly or the disabled. Attach Schedule R ......... 48
Married fling
jointly, or
49
Educatlon credits. Attach Form 8863 .......... ...... 49
Qualifying
50
Residential energy credits. Attach Form 5695 ............ 50
0
widow0
51
Foreign tax credit Attach Form 1116 ifrequired - 51
62
Child tax credit (see instructions). Attach Form 8901 if required ..... 52
Head of
household,
63
Retirement savin,8.s, contributions credit. Attach Form 8880 ....... 53
0
0
E7,850
64
Credlt5 from:af Form 8390 bB Form 8859 ceormFotm e839 54
65
0
55
rm 3800 b Fomiee
Othercredils:a ❑Fo0t c F_
66
Add lines 47 through 55. These are yourtotal credits .......................
.
22
0
Other 58 Self-employment tax Attach Schedule SE ...... .......... ...... -- 0
Taxes 59 unreported social security and Medicare tax from: a [] Form 4137 b [] Forth 8919 59
60 Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required BO BB 9
61 Advance eamed Income credit payments from Form(s) W-2, box 9 .... - • 61 0
62 Household employment taxes. Attach Schedule H ............. ... 62 0
Pa menu 64 Federal Income laXwithheld from Forms W2 and 1099 .. .....
8youhavea 65 2007 estimated lax payments and amount applied from 2006 return..
qua11M°9 66a Earned income credit(EIC).......................
Mild. aeach
sdredule EIC. b Nontaxable combat pay election ► 6sb
67 Excess social security and tier 1 RRTA tax withhold (see instructions)
68 Additional child lax credit. Attach Forth 8812 ...............
69 Amount paid with request for extension to file (see instructions) ...
70 Paymentsfrom: a []FOM 2439 b [] Farm 4136 c ElFormBOBS ..
71 Refundable credit for prier year minimum tax from Form 8801. line 27..
.... _. __ --. ._-.1_.._l-, r,._____.._...._,_r ...,...,,...,..
O4
66
- ---
2. 106
66a
0
67
68
69
76
71
vo
s.
Refund 73 If line 72 Is more than line 63, subtract line 63 from line 72. This Is the amount you overpaid 73 1 0J
Dlreci depoalt? 74a Amount of line 73 ou want mfunded to you. It, 88B8Is attached, check here ..... ► ❑ 74a 69
Sea In m"Mons ► b Routing number %XXXXXXXX ► e Type: []X Checkmg [] Savings
aml fill in 74b,
74c. and 74d, ► d Account number XXXXXXXXXXXXXXXXX
or Form 8880. 75 Amount of line 73 you want applied to your 2008 asfimatedtax ► 1 75 0
Amount 76 Amount you owa. Subtract line 72 from line 63 For details on how to pay, seethe instructions ► 76
You Owe 77 Estimated tax penalty (see Instructions) 7T
Third Party Do you want to allow another person to discuss this return with the IRS (see instructions)?[] Yes Complete the following No
Designee Deslgnces Phone Persons indenUlkadon
name ► W. ► _ number(PINI ►�
Here
Joint return?
See inevuabne
Preparers
Paid signature
Preparer's Firm's nan
Use Only yours8sel
Daytime phone number
949-254-5454
SCHEDULESA&B
Schedule A —Itemized Deductions
Oman. 15450074
2007
) (Formil(
(Schedule B Is on page 2)
D•pelmmlo(aw Tmeay
IMrnYReronue 9ervka
► Attach to Form 1040. P. See Instructions for Schedules A&B (Form 1040).
Attachment
Sequence No. 07
Name(s) sham on Form ism
Amy M Greenberg
Twr•WY •.cudrynumb.
218-62-0291
Medical Caution. Do not include expenses reimbursed or paid by others. o
and 1 Medical and dental expenses (see instructions) 1
Dental 2 Enter amount from Form 1040, line 38 .. 2 31, 257
2,344
Expanses 3 Multiply line 2 by 7.5%(.075) ........ 3
...........
0
4 Subtract line 3 from line 1. If line 3 is more than line 1 enter-0- ........ ....
4
5 State and local (check only one box):
am
Taxes You a x❑ Incometaxes,or
g
862
;
Paid rb 0 General sales taxes } . . . . . . . . . . . .
s
8
7,496
(See 6 Real estate taxes (see instructions) ..... . . .
0
Instructions.) 7 Personal property lazes ............. . , . , , .. , ,
7
0
8 Other taxes. List type and amount _______________
g
___________________________________
9 Add lines 5 through 8 ...... ....... .....
.. ......
9
8, 358
report...
Interest 10 Home mortgage interest and points ed to you
10
12,487
You Paid on Form 1098 ...........................
11 Home mortgage interest not reported to you on Form 1098. If paid
(See
Instructions.) to the person from whom you bought the home, see Instructions
and show that person's name, Identifying no., and address ►
-----------------------------------
-----------------------------------
Nola: _--
11
0
_____________________
petwml 12 Points nal reported to you on Form 1098 See instructions
la
0
Interest
for special rules .....................'.....
12
13
0
deductible. 13 Qualified mortgage insurance premiums (See Instructions) ...
14 Investment Interest. Attach Form 4952 if required. (See
instructions.) ...........................
14
15
15 Add lines 10 throw h 14..................................
12,487
Gifts to 16 Gifts by cash or check. if you made any gift of $250 or 6'
Charity more, see Instructions ..................... .
If you made a 17 Other than by cash or check. If any gift of $250 or more, 17
ginandgota see instructions. You must attach Form 82831f over $500 .. .
1,enemlfor0, 18 Carryover from prior year ..................... 18
am lnifirmtlons.
19 Add lines 16 through 18
Casualty and
0
Theft Losses 20 Casualty or theft loss es . Attach Form 4684. See instructions. ...... .....
20
Job Expenses 21 unreimbursed employee expenses —job travel, union
-
and Othor dues, job education, etc. Attach Form 2106 or 2106-EZ
Miscellaneous if required. (See instructions.)►Form 2306
----------------
Deductions
(Sea ___________ - - - - - - - - - - - - - - - - - - - - - - - -
Instructions.) 22 Tax preparation fees ...................... .
22
23 Other expenses —investment, safe deposit box, etc. List
type and amount ►
_______________________
0
24 Add Tines 21 through 23
24
2,408
25 Enter amount from Form 1040, line 38 ... 25 31,257
625
;
26 Multiply line 25 by 2% (.02) ....................
26
1,783
27 Subtract line 26 from line 24. If line 26 is more than line 24, enter-0.
..........
27
Other 28 Other —from list in the instructions. List type and amount ►_______________
Miscellaneous--------^-----------r----------T-----------ram
Deductions
2g
0
Total 29 Is Farm 1040, line 38, over $156,400 (over $78,200 if married filing separately)?
Itemized ❑X No. Your deduction Is not limited. Add the amounts in the far right column
Deductions for lines 4 through 28. Also, enter this amount on Form 1040, line 40. P.
2s
22, 628
30
I,.J Yes. Your deduction may be limited. See instructions for the amount to enterJ
fyou elW to itemize deduclionn even though they are Iess than your standard deduction, check here ... ►
KIA For P,sper,vork Reduction Act Notice, see Form 1040 instructions. ,. - Schedule A (Form 1040) 2007
Additional Taxes on Qualified Plans
.5329
(Including IRAs) and Other Tax -Favored Accounts
► Attach to Form 1040 or Form 1040NR.
p.o.nmwdu»Treuw
W-,ui Y,w.wxCnnY'e
► See separate Instructions.
OMB No 1545.0074
2007
AI aMment
Seauenw No. 29
Amy M Greenberg 218-62-0291
Fill In Your Address Only Home addoms(number and abaaq,arP.O. box llmailis notdelihmed toyourhome Apt no.
If You Are Filing This 1228 Alicante
Form by Itself and Not Clry, torn orpost orate, stale, am ZIP code If this is an amended
With Your Tax Rc Newport Beach CA 92660-3285 return, check here ► ❑
If you only owe the additional 10% tax on early distributions, you may be able to report this tax directly on Form 1040, line 60, or
on Form 104ONR, line 55, without filing Form 5329. See the instructions for Form 1040, line 60, or for Form.1040NR, line 55.
Additional Tax on Early Distributions i
Complete this part if you took a taxable distribution, before you reached age 5942, from a qualified retirement plan (Including
an IRA) or modified endowment contract (unless you are reporting this lax dlrectty on Fan 1040 or Form 104ONR—sea above).
You may also have to complete this part to Indicate that you quality for an exception to the additional lax an early distributions
1 Early distributions included in Income. For Roth IRA distributions, see instructions ....... .. 1
2 Early distributions Included on line 1 that are not subject to the additional tax (see Instructions).
Enter the appropriate exception number from the Instructions: 0
3 Amount subject to additional tax. Subtract line 2 from line 1 ..... .... 3 5,354
4 Additional tax. Enter 10% (.10) of line 3. Include this amount on Form 1040, line 60. or Form 889
1040NR. line 55............................................. 4
Caution: If any part of the amount on line 3 was a distribution from a SIMPLE IRA, you may have s
to include 25% of that amount on line 4 instead of 10% (see instructions).
Additional Tax on Certain Distributions From Education Accounts
Complete this part if you included an amount in income, on Form 1040 or Form 104ONR, line 21, from a Coverdell
education savings account (ESA) or a qualified tuition program (QTP).
5 Distributions Included in income from Coverdell ESAs and QTPs ................... 0
6 Distributions included on line 5 that are not subject to the additional tax (see instructions) ...... 6
7 Amount subject to additional tax. Subtract line 6 from line 5 7 0
8 Additional tax. Enter 10% (.10) of line 7. Include this amount on Form 1040, line 60. or Fan 1040NR, lino 55 8 0
Additional Tax on Excess Contributions to Traditional IRAs
this part if you contributed more to your traditional IR4for2007 than is allowable or you had an amount
9
Enter yourexcess contributions from line 16 of your 2006 Form 5329 (see instructions). If zero,
9
goto line 15........................................... ...
10
If your traditional IRA contributions for 2007 are less than your
maximum allowable contribution, see Instructions. Otherwise, enter-0-
11
2007 traditional IRA distributions Included In Income (see Instructions) ..
11
12
2007 distributions of prior year excess contributions (see Instructions) ...
12
13
Add lines 10, 11, and 12........................................
13
14
Prior year excess contributions. Subtract line 13 from line 9. If zero or less, enter-0- ... ..
14
15
Excess contributions for 2007 (see Instructions) ............................
15
0
16
Total excess contributions. Add lines 14 and 15 ............................
16
0
17
Additional tax. Enter 6%(.06) of the smaller of line 16 or the value of your traditional IRAs on December 31, 2007
includin 2007 contributions made in 2006 Include this amount on Form 1040, line 60. or Form 1040NR, line 55
17
0
offl
Additional Tax on Excess Contributions to Roth IRAs
Complete this part if you contributed more to your Roth IRAs for 2007 than is allowable or you had an amount on line
25 of your 2006 Form 5329.
18
Enter your excess contributions from line 24 of your 2006 Form 5329 (sea instructions). If zero, go to line 23 ..
18
19
If your Rath IRA contributions for 2007 are less than your maximum
allowable contribution, see instructions Otherwise, enter-0. ......
20
2007 dislribulipns from your Roth IRAs (see instructions) ..........
20
¢,
21
Add lines 19 and 20...........................................
21
22
Prior year excess contributions. Subtract line 21 from line 16. If zero or less, enter-0. .......
22
23
Excess contributions for 2007 (see instructions) ... ...
23
0
24
Total excess contributions. Add lines 22 and 23 ...........................
24
0
25
Additional tax. Enter 6% (.06) of the smaller of line 24 or the value of your Roth IRAs on December 31. 2007
(including 2007 contributions made in 2008). Include this amount on Form 1040, line 60, or Form 1040NR, line 55
1 25 1
0
- KIA -
For Privacy Act and Paperwork Reduction Act Notice, see the instructions. _
Form 6329 (2067) '
Forth 5329 (2007) Amy M Greenberg 218-62-0291 Page 2
Additional Tax on Excess Contributions to Coverdell ESAs
Complete this pan if the contributions to your Coverdell ESAs for 2007 were more than Is allowable or you had an
amount on line 33 of your 2006 Form 5329.
26
zero,
Enter the excess contributions from line 32 of your 2006 Form 5329 (see InstrutA
go to line 31..................................zero .....
2627
28
30
If the conlrihutions to your Coverdell ESAs for 2007were Tess than the maximum allowable contribution, see instructions. Otherwise, enter-0-
2007 distiibuuons from your Coverdell ESAs (see instructions) .......29 Add Imes 27 and 28
Prior year excess contributions. Subtract line 29 from line 26. If zero or less, en...... ,
Excess contributions for 2007 (see Instructions) .......................
Total excess contributions. Add lines 30 and 31 .......................
29
3031
3132
32033
33
0
Additional tax. Enter 6% (.06) of the smaller of line 32 or the value of your CoAs onDecember 31, 2007 (including 2007 contributions made in 2008). Include this aForm1040, line 60, or Form 1040NR, line 55 .... ......... .............
181111
Additional Tax on Excess Contributions to Archer MSAs
Complete this pan if you or your employer contributed more to your Archer MSAs for 2007 than is allowable or you
had an amount on line 41 of your 2006 Form 5329,
34
Enter the excess contributions from fine 40 of your 2006 Form 5329 (see instructions). If zero,
go to line 39 ............................ ..................
34
36
If the contributions to your Archer MSAs for 2007 are less than the 35
maximum allowable contribution, see Instructions. Otherwise, enter A- . .
37
36
37
38
39
40
2007 distributions from your Archer MSAs from Form 8853, line 10 .....1 36
Add lines 35 and 36 ............ .. ..........................
Prior year excess contributions. Subtract line 37 from line 34. If zero or less, enter-0- .......
Excess conlributtons for 2007 (see instructions)
Total excess contributions. Add Imes 38 and 39 ... ... ...................
38
39
0
40
0
41
Additional tax. Enter 6% (.06) of the smaller of line 40 or the value of your Archer MSAS on
December 31, 2007 (Include 2007 contributions made in 2008). Include this amount on Farm
1040, line 60, or Form 1040NR, line 55.................................
41
0
Additional Tax on Excess Contributions to Health Savings Account (HSAs)
Complete this part if you, someone on your behalf, or your employer contributed more to your HSAs for 2007 than is
42 Enter the excess contributions from line 48 of your 2006 Form 5329. if zero, go to line 47 ....... 4z
43 If the contributions to your HSAs for 2007 are less than the maximum p
allowable contribution, see instructions. Otherwise, enter-0- 43 ��I
44 2007 distributions from your HSAs from Form 8889, line 16 ......... 44 k'
45 Add Imes 43 and 44 ........... ............ .............. , 45
46 Prior year excess contributions. Subtract line 45 from line 42. If zero or less, enter -0. ........ 46
47 Excess contributions for 2007 (see Instructions) ............................ 47
48 Total excess centnbutions. Add lines 46 and 47 ............................ .48 0
49 Additional tax. Enter 6%( 06) of the smaller of line 46 or the value of your HSAs on December 31, 2007 (including 0
2007 contributions made in 2008). Include this amount on Form 1040, line 60. or Form 1040NR, line 55 49
90MIR Additional Tax on Excess Accumulation In Qualified Retirement Plans (Including IRAs)
50 Minimum required distribution for 2007 (see instructions) ........ so
51 Amount actually distributed to you in 2007 . . .................... ...... 51
52 Subtract line 51 from line 50. If zero or less, enter-0......... ................. 52 0
53 Additional tax. Enter 50%(.501 of line 52. Include [his amount on Forth 1040. line 60. or Pon 1040NR, line 55 . 53 0
Please I and belief, it is We, correct, and complete, Declaration of preparer(oNerthan taxpayer)a based on all information o(whlch preparer has any knMirsage
Sign
Here
' Your signature
' Date
Paid
Preparers
'
Date
Check if self- ❑
Preparers SSN or PnN
signature
employed
e s
U Only
Use Only
�n710oY�)�urs'
Phone no.
Pho
address. and 21P code
so.,
KIA
•• Farm 6329 (2007)
n
Fenn 2106 r
y
Employee Business Expenses
OMa No. 154"014
207
0
► See separate Instructions,
gtlaca0
een'No
oepultleNoruw Treasvy
MsmM Rave,ue 5erviw
► Attach to Form 1040 or Form 1040NR.
se uerm 54
Yourname
O, paOon In which youinwrted espartos
umber
sac1 security 62- 291
218-62-0291
pray M Greenberg
Sales
Employee Business Expenses and Reimbursements
Column A
Column B
Step 1 Enter Your Expenses
Other Than Meals
Meals and
and Entertainment
Entertainment
1 Vehide expense from line 22 or line 29. (Rural mall carriers: See 1 2,408
'Instructions.) ........................ n . . . . . .
2 Parking fees, tolls, and transportation, Including train, bus, etc , that 2 0
did not Involve overnight travel or commuting to and from work . .
3 Travel expense while away from home overnight, including lodging, 3
airplane, car rental, etc. Do not Include meals and entertainment . .
4 Business expenses not Included on Imes 1 through 3. Do not 4 0
Include meals and entertainment ......... .... .
5 Meals and entertainment expenses (see instructions) ......... 0 _
6 Total expenses, In Column A, add lines 1 through 4 and enter the I 6 I 2,408
result. In Column B, enter the amount from line 5 .......... .
Note: If you were not reimbursed for any expenses in Step 1, skip line 7 and enlerthe amount from line 6 on line B.
Step 2 Enter Reimbursements Received From Your Employer for Expenses Listed in Step 1
7 Enter reimbursements received from your employer that were not
reported to you in box 1 of Form W-2. Include any reimbursements
reported under wde "L" In box 12 of your Form W-2 (see
Instructions) 7 0
Stop 3 Figure Expenses To Deduct on Schedule A (Form 1040)
8 Subtract line 7 from line 6 If zero or less, enter -0-. However, If
line 7 is greater than line 6 in Column A, report the excess as 1:2,
income on Form 1040, line 7 (or on Form 1040NR, line 8) ...... .
Note: If both columns ofline 8 are zero, you cannot deduct
employee business expenses. Slop here and attach Form 2106 to
yourretum.
9 In Column A, enter the amount from line 8. In Column 8, multiply
line 8 by 50% (.50). (Employees subject to Department of
Transportation (DOT) hours of,service limits: Multiply meal
expenses incurred while away,from home on business by 75% (.75) instead of 50%. For details, see instructions.) . ...........
10 Add the amounts on line 9 of both columns and enter the total here. Also, enter the total on
Schedule A (Form 1040), line 21 (or an Schedule A (Form 10401JR), line 9). (Reservists,
qualified performing artists, fee -basis state or local government officials, and Individuals with
disabilities: See the Instructions for special rules on where to enter the total ) ......... .
KIA For Paperwork Raduceon Act Notice, see instructions
0
2,408
Form 2106 (2007)
•
,
M(
complete this section if you I (a) Vehicle 1
(b) Vehicle 2
11
Enter the date vehicle was, placed In service . ... . ... . ........
"
emu' " '
12
Total miles the vehicle was driven during 2007 ........ . . .....
12
?, 862 miles
miles
13
Business miles included on line 12 .......... . ...........
13
4, 964 miles
miles
14
Percent of business use. Divide line 13 by line 12 ........... . ..
14
63.14 -A15
Average daily roundidp commuting distance ...... ....
15
24 miles
I
miles
16
552 .11.91
miles
16
Commuting miles Included on line 12 ....................
17
2, 346 miles
miles,
17
Other miles. Add lines 13 and 16 and subtract the total from line 12 .....
X
18
Do you (or your spouse) have another vehicle available for personal use?
................
.:
❑ ,Yes
No
19
Was your vehicle available for personal use during off -duty hours? ... ,.
.................
9
❑Yes
X No
20
Do you have evidence to support your deduction? .... . ..............
. ............
Yes
X No
21
If"Yes," is the evidence written? .................... . .....
... . .... . .....
Yes
No
22 Multiply line 13 by 48.50 (.485) .... , ...... . ............ ( 22 I 2,408
23 Gasoline, oil, repairs, vehicle
Insurance, etc.
24a Vehicle rentals , ........ .
b Inclusion amount (see Instructions) .
c Subtract line 24b from line 24a . .
25 Value of employer -provided
vehicle (applies only if 100% of
annual lease value was Included
on Form W-2—see instructions)
26 Add lines 23, 24c, and 25 ... .
27 Multiply line 26 by the
percentage on line 14 . , . , . .
28 Depreciation (see Instructions) . .
29 Add lines 27 and 28. Enter total
here and on line 1 ....... .
30
Enter cost or other basis (see
Instructions) .... ... .. .
30
31
31
Enter section 179 deduction
(see Instructions) ...... .
32 Multiply line 30 by line 14 (see
Instructions If you claimed the
section 179 deduction or
special allowance) ... .. .
32
33
33
Enter depreciation method and
percentage (see Instructions)
34
34 Multiply line 32 by the percentage
on line 33 (see instructions) ...
35
Add lines 31 and 34 .......
36
36
36
Enter the applicable limit explained
In the line 36 instructions ...
37
37
Multiply line 36 by the
percentage on line 14 .....
38 Enter the smaller of line 35
or linb 37. If you skipped lihes
36 and 37, enter the amount
from line 35. Also enter this
amount on line 28 above ....
38
;r7
9
0
Form
V
OMB No. 1545-0074
Form$903 I Moving Expenses 2007
► Attach to Form 1040 or Form 1040NR. aA =6e No. 62
ewxM•Natlw Tnwry ,,,,..,,da seeudw numbor
9am•(•) anorm on rayon 1218-62-0291
Amy M Greenberg
begin: •See the Distance Test and Time Test in the instmchons to find out if you can deduct your moving
Before you
expenses.
• See Members of the Armed Forces in the Instructions, if applicable.
1 Transportation and storage of household goods and personal effects (see Instructions) ..... .
1 4,500
2 Travel (including lodging) from your old home to your new home (see instructions). Do not Includ` 2 250
the cost of meals .4...:.
3 4,750
3 Add lines l and ...........................................
4 Enter the total amount your employer paid you for the expenses listed on lines 1 and 2 that is
not Included in box 1 of your Form W2 (wages). This amount should be shown In . 4 0
box 12 of your Form W-2 with code P ............. . ................
5 Is line 3 more than line 47
No You cannot from line 4 and deduct
include the result onpForms1040, line 7I or Form ess than line
1040NR, linec8line 3
® Yes. Subtract n4nMR. line 26 This is your moving expense deduction 40, line 26, or 5 q, 75C n
0
KIA For Paperwork Reduction Act Notice, see Instructions
am Je OJ (2001)
ne' at �.avu -rm „ ur emu.. u�..�. r ..� P•
VILLA POINT If (Off -sits Newport North Apartments)
Unit No. fss AL(n1 G11� k°Qi URGEN1
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(For tenants not in poaeuion of a Section $ certificate or voucher, income documentation must be obtained.)
Me certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersigned istare the only income earning occupant(s) of the above indicated
leased premises; and,
2. During 2007, the Total Annual Eligible Income* of the undersigned individual(s)
was $ 90°f23.5-L • and,
3. During 2007, my total monthly rent payment to Villa Point ii (Off -site Newport Forth
Apartments) was $ S 21. SO per month. (,eidwf d I sc6V-r+F
" Total Annual Eligible Income includes: wages, tips, overtime, bonuses, commissions, net income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point II (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Non -Income Earning Household
Mamber(s):
Name Age
Signature(a) of Income Earning Household
Member(a):
Signature
Sipneture
Signature
Dater. ��I o/u oq
7.7
/: 71
$94b. Fa'Idddci0.�,,a?elq fl✓tieunaBPsi . "ah. <'_:^��._`z.%c'=. .. a,.,f _ ...._ Y a-^:F
=_ F a_
4^' :.:.�, --•- ...
_.. _ "=_- . - -' - •' - ��
('�aaotkD to �R4 =oil
~ �'-iian __ ._. .:•.-,.,.. _
Foam VW-2 Wage and Tax 9tateinent
('•..^-.CopynG�. Far E'MPLO'V Y.,..ROS'.
Employees pope oroMa heTmasu74^on°I Rn'e^ao5e'4 Thlsnfo maha
reNm.ar
Copy drel .I Rovanuo Swim Iryouarereauledtonbama
kxabk andyoi
2007
olhar apshan mny ba ImPaaodo^you It assiocoma's
owe No 1664a008 u, ry'pb115j0.85E trm{turVa10
n+^!?t;„"�--«.� asw.
it1'.IVS gTAkSU
State oopy2-Toaa Filed With Employee's State, My or Lowl income
2007
Form W-2 Wage and Tax Statement
Filing Copy Ratum paPamnaneatbeTroasuq-mten81 Ra�e,wa
Bpi, oacr oampensodon
sennao
2Fedomllzomo
OMH Wo t6A$7
eh sochl security nUmbor
bErnployer ldonldlatbnnumber (EIN)
75pdal eecantyllps
tWaBasr
40423.52
.0
20.0397577
a Albated npe
35oda1 sccurdywaBas
ASoPWl sdwmyl
a n0, eddloss, and ZIP c
40531.53
_
Apartment Communities
[EMMOYee$,,�ro
BAdwr¢o El PaYmonl
SMadiamw+pa eM bpstgs
40531.53
BModkam lmtw
novation Drive
. CA 92617
tOOepandeM care brnefi5
-72a Soa instrudmnsbr bmt t2
100.01
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13 SbaUt R in n" True-wM
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14 rnher
CA -SDI 243.19
1558 VALENCIA
NFWW BEACH. CA 92660
❑ Q ❑
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t75tate incomo
but
tB Local vices. Vps, ale
7B Lowlinwmsbs
281ttaeryn
S Slak EniployeraSmto lD No
lB bhna wages,Is otc
40423.52
1410.64
CA 44
7 FOEfn W-2 Federal Copy6-Ta PIIcd With Employee's FU
ttia�e and Tax Statement Filing Copy paPaMmntaffieTmaaary-Internal Re+em
.._ __..
e Fmp fsnama, atl msc, on code
unuoam�W.
- 40531.53
Irvine Afyrt*ent Cl:Wunities
ante _I .paymuM
5 dlaiewamasard Ops efAcdlam mxr
40531.53
110 Innovation Drive
Irvine, CA 92617
to opendentearo snohts
12a Sao mshanpne to box 121,
io6.o1
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e Empbyea'611RLnama mid lN[lal Lit nomo
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NICIKKAS K. IIEBDRICIi
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1558 VALENCIA
NENPOBT BEACH. CA 92660
❑ ❑ ❑
f 'co emsond ZlPcoda
17 care mmne tea 10Lx wages, tlps, as 78 t�alincmetas 2D Loaety
Now EMOMIIe Satps,eloN iustatowai;mtac
40423.52
1410.64 -
43942364
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587.71
I
I
VILLA POINT II (Off -site Newport North Apartments)
Unit No. C23_�1_A1PrP(_a
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(For tenants not in possession of a Section 8 certificate or voucher, income documentation must be obtained.)
Me certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersigned is/are the only income earning occupant(s) of the above indicated
leased premises; and,
2. During 2007, the Total Annual Eligible Income* of the undersigned individual(s)
was $ and,
3. During 2007, my total monthly re t pay nt to Villa Po II (Off -site Newport Noqdr
Apartments) was $ A' er month /3�� 2'
* Total Annual Eligible Income includes: wages, tips, ove , bonuses, commissions, net income from AV6ZN
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point If (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Non -Income Earning Household
Member(s):
Name Age
Signature(s) of Income Earning Household
Member(s):
Signature
Signature
/,/,- Signature
Date: �`d / V t
T
X, 9//IfP
VILLA POINT II (Off -site Newport North Apartments)
Unit No. `24�()
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(For tenants not in possession of a Section 8 certificate or voucher, income documentation must be obtained.)
Me certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersigned is/are the only income earning occupant(s) of the above indicated
leased premises; and,
2. During 2007, the Total Annual Eligible Income* of the undersigned individual(s)
was $ 43 DO ; and,
3. During 2007, my total monthly rent payment to Villa Point II (Off -site Newport North
Apartments) was $ 1 4f 9 1 ' °'" _ per onth.
1'k�,'� k tad ,t ooi, ciI,
* Total Annual Eligible Income includes: wages, tips, overtime, bonuses, commissions, net income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point II (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Non -Income Earning Household
Member(s):
Name
Signature(s) of Income Earning Household
Member(s):
Age
S&A�/
tare
Signature
Signature
Date:
Mi 9//s/o
a till"
1-, 2007 w-z anG tAKNINUZtUMMAMY
FART! UwatWW.1govee.7
-lbyiV
1`14for8bc0 Uppy ......
i, 7
is 1;10 v u -mmarysecuoirminciticiect
e,4e.jersp,sidi�:iiiclddesg'�neihilin'toi�iti"O'I jolkMa"YaiiQ-6hd1helpful,"
rM
9
111 lonreff�ects y6ur,final 2GO7I navifLb.cluianviluitfn1e-1�1 ta in� 6mifted 6Y- youiih0loye
4�081
ef-olW I
`a-AI 'a
--fornna;i-
Gyi- Y, ,414?qvG§ Social Secudy 23b9T CA 1037:63
Cop.
EmpI1oKue anI
001 86IONL2
[__mr
10j
A 16
Tox-Vithililid B6x176f,W-2-
vox,4o(W2 0VUlli
o EmpWittesnanurouldress,andZIPoodo
axj4ofW,_
ANNELIESES PRESCHOOL INC
".Fra�orrcome 47,17',39� Mireddh�Tax 547. 14
758 MANZANITA DR.
-TikWitlihild. Wittifield
LAGUNA BEACH CA 92651
da :2 bfV_2 T6x6ofW2,
your i3i'66t F.Ity"allagitiked isfollowAto-oroduce,YburW-2-Statement.
Batch #02165
Wnge's,Tlidspother Sociall6ecurftY 'lilglicare Wages;,
Conriperisatiod wades Wages Tios, Etc.
Box I of W-2 Box 3 of W-2 Box 5 of W. 2 Box46-ofV-2
all EmphaiNte's mine, address, and ZIP code
LISA MARIE BRANIGAN
2407 NAPLES
Grosiptly 41.496.65- 41,495.65 411i,495,65: 41,i495.65•
NEWPORT BEACH CA 92660
Less 461 (k) (D-Pox 12) 2,489.76 N/A 'N%A 2,489,.76
-S-SAIRIMER
Less Other Cafe425 3,762.00 3,762. bid 3,762,.09 - 3,762:001
Reported W-2'Wages 35,243.89 37,733,65 37,7334.65 35,2�13. 1119
b g pl,%, T r
a EMP102Y"
.3663439
55-0018
35243.89
4717.39
3 SmIal socially wages
4 social security tax withheld
37733.65
2339.49
5 Medicare wages and tips
6 Medicare tax withheld
37733.65
547.14
3o ims urltytipo
8 A110001KII'mr -
3. Employee W,4 Profile. To change your Employ" W-4 Profile information, file a new W-4 with your payroll dept.
9 AdIvems, Ere Payment -
to Dependent Care benefft
LISA MARIE BRANIGAN Social Security Number: 258-SS-0018
17 Prowtim,1101*1 plans
Iga re n I Or
�I
Taxable Marital Status: SINGLE
2407 NAPLES
7 _01tW_
_
121, -
4
NEWPORT BEACH CA 92660 ExemptionatAlimances:
J11:88 W/
FEDERAL: 0
T35totem ReLpar parlysIckpoi
nw�x
STATE: 0
16 Starial Employees state ID no,
16 state W49M tips, alm
CA 213.3347-1
35243.89
t7 stow them m W
1037.63
0 M7 ADP. INC
19 Local Income hot
20 Locality mum,
- - - - - - - - - - - - - - - - - - - - - - ----------------------------------
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
as", him, ~ come 2 FedarellmometaXYnth mid
so d
Wage., tips, otFe-r comp. 2 Federal[ ornotaxwIthheld I Wages,tip.,otbercomp. 2 FederelinconnotaxwIthheld
1 35243.89 4717.39
4717.39
352,a 9 4717.39
3 social asourity3wer 4 socialseculffirmwn7h-eld
35243.89
Withheld 4 Socialsecurhytomwithhetc!
3 -smisleurityw-ges 4 4 bocuunocurn"Affi.,65 2339.49
2339.49
T 33.65 2339.49
5 Medicare 8 Modicaret xwIthhold
wme-UMM.,
37733.65
5 Medicarewoliesandtip3 d 5 medicarawages and tips 6 ModicaretaxwIthheld
5 medicaretaxwIthmi 5 7.
547.14
65 6 Medicare t-wRhh.ld 4
547.14 377313 65
547.14
Dept. Corp.
37733.65
d control number Dept -corp. I Employerussonly d controinumber L C Employer use only
d Contra! numb" 1
001586 10jYL2 101 I Amplayertissonl6y
1 6
16 L2 101 A 16
001586 10/YL2 101 1 A 001586 10/Y
I c Employees name, acidness, and MP cc" 1 0 Employer's name, address, and ZIP Code
ANNELIESES PRESCHOOL INC
a Employees now, addrares, and 23P code
ANNELIESES PRESCHOOL INC
ANNELIESES PRESCHOOL INC
758 MANZANITA DR.
758 MANZANITA DR,
i 758 MANZANITA DR.
LAGUNA BEACH CA 92651 LAGUNA BEACH CA 92651
LAGUNA BEACH CA 92651
b Era in bar •_-Emplowl's 55A nu in
PV1194M
F_ a SA n r b es FED 0 numb" SSA number
"a ho Employs 0018
b EmplommFED tuber eNssVonounbe rerp".05i8-SIVID0118
663V '
2 TS "- 0
8.55-0018,
I 8004111sects"tip, 8 Allocated tips
"
7 Socialsecuritytipa 8 Allocoted 7 so0alsocurillytips TA_11�tedflps
led tips
ace Etc payment 10 Dopentlont "to benefits
;Empi
9 Advance lCpayment
0.Fo Bipndent _-.benfrt.
I flt
Advance Etc payment to Dependant"re benehis
it monq"iom piano
l2as"Inseticto a o X12
1
11 Nonqualifled plans
112A 89
24 M6
1
1211
D 2489.76
D 2489.76
D 1
14 other 1
1
14 Other
T4-6h-.r I
226.40 SDI 1
1
1
226.40 CA SDI
12d
12C
226.40 CA SDI
3762.00 INS 12d i
1.20
M
3762.00 INS
13 Star my RA �n party sick pay
1
1
I
3762.00 INS
ia slot w1karnIm pimyy.vc, m
13 Staternp.1ketl4nr party alci
-eF_Em0.y*v.n.m-, -hit"
a Emp.W. name, address and ZIP Code
N Employee's name, address and ZIP code
LISA MARIE BRANIGAN
LISA MARIE BRANIGAN
LISA MARIE BRANIGAN
2407 NAPLES
i
2407 NAPLES
2407 NAPLES
NEWPORT BEACH CA 92660
NEWPORT BEACH CA 92660
NEWPORT BEACH CA 92660
Is _810, 6statewag".ti
�15'243.89
15 Welllmg!cger 3irtelDno. T6 state wag-", tim, etc.
7. 35243.89
to am 16 State wages, Ups, etc.
35243.81
CA McNaVIle'u;F-T�
18 Local wages, tips, atc.
.1 wag., tlpa�
CS
A 3
if Stets Local Wag-, -
1. Local Wag", Ups, m1c.
s 1.1 ormt a 1-.
17 Sure IncomOUX
17 Whols, Income tax [18_c� ,.t..
i,
1037.0
1037.63
TS---L..l in... tax Locaurynam.
:1037.63
Is Localincometam 2D Locally name
19 Local 1 tax2
is Locallmoorm, tax 20 Locality name
bar. nto .,;,e
W �X
orenCe 0,
0.
."M 11,
tote a
am Wai�td
%
�tiii hi00'/•
2w 0 me t
MU C,JYU4
Stot"Jig n
16 OWK04*0 LO IiCcoe�it a 7 11
May 12 2008 4:50PM HP LRSERJET FRX
NCOl& CERTIFICATION
ffective Date: (YS
1 )
TENANT I ave-m Date: C�—!
t OtherN %1:11
itial Certification ❑ k artification
AMD/YYYY
_^
Newport North " : `'
County: Oranee 'BIN If. N/A
Property
Name:
Unit Numbent b # Bedrooms:
Address: 2 Milano NewDott Beach, CA 92660
•
First Name & Middle
Relationship to Head Date of Birth
F/T Student • Social Security
Alien Re.No.
HH
Mbr #
Last Name I •tial
f Household (MM/DD/YY) tYorl� or
oYY
HEAD
2
A
3
4
5
6
7
=
(D)
HH
Mbr #
(A)
E to torwa es
(13)
Sec. Securit /Pensions
(C)
PublicAssistacc
Other Income
$
[
$
VT'AT T7U Miz /Fl•
f .�•'t \ O.�CQ
Add totals from (A) th ougll (L ), above
(H)
Hshld
(� (G)
Asset CA Cash Value of Asset
Annual Income from Asset
Mbr #
e of
G
Z
C—
TOTALS: $ 543
$
Enter Column (H) Total
Passbook Raw
X 2.001K _ (J) Imputed Income
S
If over $5000
S
Eater the greater of the total
of column I, or J: imputed income TOTAL INCOME FROM ASSETS (!q
g t,
(L)
Total Annual Household Income from all Sources (Add (E) + (K)]
�(.pili•b',"^3-r' ei';a:��.r
'"r"(.���)IY
:1•: �a+ -r ..�1-
-
- n..w n . w.t.l.ln �rriflenrin
Theinformationmmthisform will be used to detemdnemaximumincomeelig/bility.I/we have provided for eachpersootsr—<vr-....-.r—•-•--•-----
orcurrent anticipated annual income. Uwe agree to notify the landlord immediately upon any member of the household moving out of the unit or anynew member
moving bL Ywe agree to notify the landlord immediately upon any member becoming a full time student.
tfnda peaalues of perjury, Uwe c "fy that the information presented in this Certification is true and �accuraw to the best of my/our knowledge and belief.
undersigned further understands providing false repmcmaiiow herein constitutes an act of fraud. False, misleadi or incomplete information may radii in
tetTnination of lease agree
f' ���' ( te) Sigrtatum reJ
signature a 1
T
(Dare)
(Date) Signawre
Signature
TOTAL ANNUAL HOUSEHOLD INCO
L SOURCES:ME
FROM AL70,1
From item (L) on page I $
Y�
Current Income Limit per Family Size: $ �jj v o O `V P�
Household Income at Move -in: $ t%� 1 •2
RECERTIFICATION ONLY:
Current Income Limit x 140W
Household Income exceeds 140% at
ref�'ircaln:
❑ Yes Io
Household Size at Move -in: a —
`
Tenant Paid Rent
�"� Rent Assistance:
$
$a
Utility Allowance
$ _ Other non -optional charges:
GROSS RENT FOR UNTO:
Utility Allowance &
j Unit Meets Rent Restriction at
��—
(Tenant paid rent plus
14L3 ❑ 60% ❑ 50% ❑ 40%
❑
30%%
other non -optional charges)
$
�i
Maximum Rent Limit for this unit:
$
;•r -.
,G.SIUDENT;STAxIS
_ :.•
*Student
Explanation:
ARE ALL OCCUPANTS FULL TIME STUDENTS? If yes, Enter student explanation*
(also attach documentation)
I
2
TANF assistance
Job Training Program
3
Single parent/dependent child
❑ yes'11 0
lilsl�
4
Married/joint=turn
Enter
1-4
a.
Mark the program(s)listed below (a. through e.) for which this household's unit will be counted toward the property's occupancy
requirements. Under each program marked, indicate the household's income status as established by this cer6fication/recettiftcation.
Tax Credit ❑ ( b. HOME ❑ I c. Tax Exemp[ El d. AHDP ❑ e' Wame of t—slt 1
See Part V above.
**
Income Status
Income Status
❑
550%AMGI
❑
50%AMGI
❑
560%AMGI
❑
60%AMGI
❑
s80%AMGI
❑
80%AMGI
❑
OI**
❑
OI**
Income Status
❑ 50%AMGI _ImeSttOtlus%
❑ 80%AMGI 1rj —u=�--
❑ O[** ❑ OI**
Based on the representations herein and upon the proofs and documentation required to be submitted, the individual(s) named in Part II of this Tenant
Income Certification istare eligible under the provisions of Section 42 of the Internal Revenue Code, as amended, and the Land Use Restriction
Agreement (if appli able , to live in a unit in this ProjecL
SIG OF OWNER/REPRESENTATWE D TE
Tenant Income Certification (February 2004)
CERTIFICATION WORKSHEET
Income Calculations: Multiply the rate by the appropriate number to equal the Anticipated Annual
Income. Factor overtime pay, pay increases, and other employment compensation separately. The intent is to
clearly show calculations that support the amounts listed on tenant certification. Do not include Asset income
here.
Income
Applicant Source
®Rate
Iirs
Period
(12,24,26,52)
Anticipated Annual
Income
X
$
X
x
x
X
x
X
X
X
x
4X#=
X
}{
X
X
=
_
_
_
$
$
$
$
$
$
$
Sum Total from Anticipated Annual Income Column $ 5a�
LINE AA
Certification Worksheet
m SPECTRUM ENTERPRISES 2000
Page I of
Asset Calculations: Factor appropriate amounts as needed. Current value for all assets except checking,
which uses a six month average balance.
Type of
Account
Source / Account
Number
Balance
Cash Value
Or Share
Value
l f'1
X
X
% Rate
or
Dividend
X
X
Period
—
—
-
Income
$
$
$
$
$
N$
$
$
$
Sum Total ofBalance or
Cash Value Column
Sum Total of Income
Column
=
` Z�
$ 1
LINE C
L B
When the Net Family Asset aggregate exceeds $5000 you must calculate Imputed Income from Assets at 2%
and use the greater of Actual Income from Assets (line C) or the Imputed Income Amount (Line D).
IMPUTED Asset Income
=
$
X 2%
_
$
LINE D
LIN B
►L pluva��+r.
LINE A Greater of LINE C or LINED I I GROSS ANNUAL INCOME
Certification Worksheet
m SPECTRUM ENTERPRISES 2000
Page 2 of 2
May 12 2008 4:50PM HP LASERJET FAX
•
p.2
VILLA POINT 11 (Off -site Newport North Apartments)
Unit No.
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(For tenants not in possession of a sections certificate or voucher, income documentation must be obtained.)
I/We certify to the management of Villa Point it (Off -site Newport North Apartments) that:
1. The undersigned islare the only income earning occupant(s) of the above indicated
leased premises; and,
2. During220&; the Total Annual Eligible Income" of the undersigned individual(s)
wes $ _ 5a �Ol?S ; and,
3. During 2097; my total month) rent payment to Villa Point II (Off -site Newport North
Apartments) was $ t'� `gam per month.
" Total Annual Eligible Income includes: wages, tips, overtime, bonuses, commissions, net income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers, compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point ii (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach,
This Certification is made under penalty of perjury in Newport Beach, Califomia'on the date indicated
below:
Names and Agee of Non -Income Earning Household
Member(s):
Name Age
Signature(s) of Income Earning Household
��tyy
signature
Date: DNA
p.3
May 12 2008 4:50PM HP LRSERJET FRX
•UPUIISK 4'510Jilli
usehol(b whose *_ rn Di net assets do not 0 i $5,000.
h useh Id include a sse&,affchildren•
complete onlyoneloan Per
o c /
Complete all that apply for 1 through 4:
1. Wour assets include:
(B) WB)
Int Annual
�T Rate I pc2tsScarce
t s I G b SavingsAccount
S Cash on Band
S certificates ofDeposit
S Stocks
S mA Accounts
S Keogh Accounts
S Ecluityinreal estate
S LUMP Sum Receipts
(A)
Cash
g Life haurance policies (excluding Term)
Unit No.
—city �✓t
Int. (A•B) Annual
V4to $ ncomc Source
N _ Checking Accom
mac— 8 Safety Depos t B
$ Other Rearement/Pension Fords not named above:
$ personal propmLyheld as an investment':
g Other (list):
$ MoneymadmtA
$ Bonds
S 401KAccounts
$ Trust Funds
$ Land Contracts
$ Capitai i"vest°" t
whichlm
gl,gpggNOiE: t7atant llatds (e.y„ ltstiretrtenp Passion, 71ast)any or trmYnot 6e (Nlly) uoesst-We to Yea. Include otrly those tanoaats •
aCash•talaa•is deQued u tmttud vstue sntnus 8to cast of converting dtc asset m cash, such as broker's fees, setflanmecogs, outstmding ImT• eady withdmval l
etc
4K�au1 ptePt W held as an itryalbMt nmy iuclode, but is not Uudwd to, t%m ol or coin eleotions, aN, antigun wa, ow Do not indudeneceesatypaaousl Prof
Auni/ue. dsiig•useautos,clotl>it�. assets ofsa active business,a•epeclsl.equipment for use by the disabled.
K banot tteeaw'ib"limited tg hwse}wld b I
2. 13
VYithin the past two'(2) years, Vivo have sold or given away easels (Including wish, real estate, eta) for more than SI,000 e
far marloet value (FMV).77tose amounts* are included above and we equal to a ttrtal Of- $•
diffete m between PMV and the amount received, for each asset on which this ooctured).
Thve have UM sold or g'm away assets (including cash, real. esta%etc.) for Leas than fairmarlaet value during the past two (2) y
Vwe do not have any assets at this time. -
Tke pkftmi Y assets (as
8 GG 77 . This
Under penalty of lx
undmAgned further
mayresult itPe W
ia1A CFR 813.102) shore do not exceed $5,000 and the aanaat 1nCeme from the net fats" assats 1s
j4 included in total gross anneralluoon f,
tify that the information presented in this certification is true and accurate to the best of my/our ]mewled
"pmviding false represeatatlons herein oonsdtutm an ad of fraud. False, misleadatg or incmtgdtxe utfi
ease agreeatent
2
Date AppHtbnt �� rent Date
Appllcmt/Tenant
Date Appficant/Ten"t Date
IIndcr$5,000 Minot COWIcstioa CJcPtea
Ll
hvkre Spectrum Betio Terra
Irvine, CA 92604 Huntington Beach, CA 92647
Wednesday, April 09, 2008
Newport North Apartments
2 Milano
Newport Beach, CA 92660
To whom it may concern:
This letter is to state and affirms that Sarika Arora and Kawaljeet S. Bewli
(Husband/Wife) are self employed in our family business.
The business we own is called The Bead Factory/Bella Beads in Irvine, California &
Huntington Beach, California. We have been in the business since July 2006 and
are growing. We have estimated our business to generate a net income of $52,000
in next twelve months.
Please feel free to contact us if needed at 949-289-2640.
Sincerely, gl-j; we/ Ojjwe4:� .�
`I s
Sarika Arora
S. Bewli
0
PXJA 1 <wa C
7i jvlfhrE SpECVUM Cowrd'
Nawalleel S. DO
SarlRa 0. Mora
2204 Brindisi
Newport Beach, CA 9200
\. J
State of California )
County of Orange )
On_y i-aajkbefore m G
personally appeared
who proved to me on the basis of satisfactory evidence
to be the person(s) whose names) isfeeeUbscribeqtq the within
instrument and ack wledged to me that he/she/ttCeydxecuted the
same in his/her/ it thorized capacity(ies), and that by his/her, eir,
signature(s) on the instrument the person(s), or the entity upon be alf
of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of
California that the foregoing paragraph is true and correct.
WITNESS m hand and official seal.
1@DONNAL.HOKANSOICOMM. #1650851NOTARYPUBLIC-CALIFORNIA�Signatu a (Seal) mORANOECOUNTY
My comm. Expire" March 20.2010
• 0
Department of No Treasury — Internal Nevenuo Service
Label
(see instructions.)
Year rust name
Kawal'eet
MI
S
Last name
Bewli
It a pint return, spsaso's first name
MI
Last name
Use the
IRS label.
Sarika
G
Arora
Otherwise,
;o ddmss(number and street). It you have a P.O. be&sae midndlons Apartmenlno.
please print
or type.
2204 Brindisi
Presidential lftw2ort Beach CA 92660
Election
Campaign 11s Check here ifyou, or your spouse if filingjointiy,want $3 to go to this fund? (see instructions) .......... ►
Filing Status 1 Single 4 LJ Head of household (with quell
Ua not write or naple In NIe apace
OMB No. 1545-0074
Your social security number
212-25-6455
Spouse's social security number
620-47-1081
You'must enter your
social security
number(s) above.
Checking a tax be
changeyourtaxor
2
X
Married flmIljoinlly (even donly one had Income) Instructions.) If the qualifying person is a child
but not your dependent, enter this child's
Check only
3
Manled filing separately. Enter spouse's SSN above & full name here ►
one box.
name here. ► 5 n qualifyingvddow(e0 with dependent child see Instructions)
Exemptions
ed 2
an
If more than
four dependents,
see instructions.
Income
Attach Form(s)
W-2 here. Also
attach Forms
W-2G and 1099.R
it tax was withheld.
If you did not
get a W-2,
see instructions.
Enclose, but do
Wallach. any
payment. Also,
;lease use
Form 10404.
Ba X Yourself. If someone can calm you as a dependent, do not check box 6a........ , eoze. checz
on as andeb
.. . ..y ...P ... . .
b X Spouse . •_ Na, of
d Total number of exemptions claimed ................................. above .
7 Wages, salaries, tips, etc. Attach Form(s) W-2 ......................... 7
8 a Taxable Interest. Attach Schedule B If required ................. . ...... 8 a
b Tax-exempt Interest. Do not include on line 8a ........ I 8 b
9a Ordinary dividends. Attach Schedule B if required ....................... 9a
b qualified dividends (see Insirs) Gill
°
10 Taxable refunds,credits, oroffsets ofstate and local income taxes (see Instructions) ............. 10
11 Alimony received ........................................ 11
12 Business Income or (loss). Attach Schedule C or C-EZ..................... 12
13 Capital gain or (loss). All Sch D if regd. If not read, ck here ............... ► 13
14 Other gains or (losses). Attach Form 4797 ....... ................. 14
15a IRA distributions ...... 15a b Taxable amount (see instrs) .. 15b
16a Pensions and annuities .. 16a b Taxable amount (see instrs) .. 16 b
17 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E .... 17
18 Farm income or (loss). Attach Schedule F ........................... 18
19 Unemployment compensation ................................. 19
20aSocial security benefits...... 1 20al 1bTaxableamount(seelnstrs) .. 20b
21 Oherincome NET OPERATING LOSS 21
23 Educator expenses (see instructions) .. ...... .... .
Adjusted 24 Certain business expenses of reservists, performing artists, and fee�basis
Gross government officials. Attach Form 2106 or 2106-EZ ...........
Income 25 Health savings account deduction. Attach Form 8889 .....
26 Moving expenses. Attach Form 3903..............
27 One-half of self-employment tax. Attach Schedule SE .....
28 Self-employed SEP, SIMPLE, and qualified plans .......
29 Self-employed health insurance deduction (see Instructions) .......
30 Penalty on early withdrawal of savings .............
31 a Alimony paid to Recipient's SSN... ►
32 IRA deduction (see Instructions) .... . ...........
33 Student loan Interest deduction (see Instructions) .......
34 Tuition and fees deduction. Attach Form 8917 .........35 Domestic production activities deduction. Attach Form 8903....... ,
36 Add 0 23 31 d 32
23
24
25
26
27
28
29
30
E34
ties - San .35. .
37 Subtract line 36 from line 22. This Is your adjusted gross Income... . ►[
BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see Instructions. FDIA0112 12a VO7
Form 1040(2007)
/' °
INCOME CERTIFICATION
NAME: Vw wA Learn
y Initial Certification J �l
p Re -certification
❑ Other
TELEPHONE NUMBER:
BIN N
@MOv !11 r,ROV%TNCOME
Yes No
❑
Uwe am self employ ed. (List nature ofself employtpent)
} — t2y {cam p51� (i3'3N S%MItD�,
(use ne income from business)
$ Lo
p
Vwe have ajob and receive wages, salary, overtime pay,commissions, fces, ups, bonuses,and/or
other compensation: List the businesses and/or companies that pay you:
Name of 8mnlovcr
1)
$
2)
$
3)
$
p
Uwe receive cash 20 Unbutians of gifts including rent or utility payments, on an ongoing basis
from persons not living with me.
$
❑
Vwe receive unemployment benefits.
$
❑
Uwe receive Veteran's Adminisuntion, OI Bdl, or National Guard/Mthmry benefits/income.
❑
Vwe receive periodic social security payments
$
p
The household receives uncameo income from family members age 17 or under ("ample
Social Security, Trust Fund disbursements, etc.).
$
❑
Vwe receive Supplemental Security lnceme (SSI).
$
❑
Uwe receive disability or death benefits other than Social Security.
$
Uwe receive public Assistance income (examples. TANF, AFDC)
S
❑
❑ q/
Uwe am entitled to receive child support payments.
$
Uwe am currently receiving child support payments.
$
If yes, from bow many persons do you receive support?
Uwe am/arecumently making efforts to collect child support owed tome. List efforts being
❑
made to collect child support.
p
Vwe receive alimony/spousal support payments
p
Vwe receive periodic payments from trusts, annuities, inheritonce, retirement funds or pensions,
insurance policies, or lottery winnings
If yes, list sources,
1)
0
z>
Vwe receive income from real or personal property.
(use pgl earned income)
$
If yes, list banks) O ^/o $ 1Oo�-�
l) W-AsEtlNT0" MV77i7. t}7L11St SS39 u,
2) g p F Ac 1 oV yq^-2p -2 1 —�% $ i
Uwe have a savings account(
ACCOUNTNUMBER INTERES E
CASHVALUE
Ifyes, list bank(s)
S
2)
_%
$
(3 Q/
Uwe have a revocable trusts)
If yes, list bank(s)
I)
_/
$
p
Uwe own real estate.
If yes, provide description
$
Uwe own stocks, bonds, or Treasury Bills
If yes, list sources/bank names
$
2)
p
Uwe have Certificates ofDeposit(CD) or
Money Market Account(s).
Ifyes, list sources/bank names
I)
$
--
$
2)
D
Uwe have an IRAILump Sum
Pension/Keogh Account/401 K
If yes, list bank(s)
2)
--
D
I/we have a whole life insurance policy.
If yes, how many policies
$
0
I/we have cash an hand.
$
0
Uwe have disposed of assets (I e. gave away
money/assets) for less than the fair market
value in the past 2 years.
If yes, list items and date disposed,
$
1)
Student financial aid (public or private, not
including student loans)
S
STUDENTSTATUS
yes to either of the previous two questions are you:
D D I Receiving assistance under Title Iv Of the Social Security Act (AFDCfTANF)
D p Enrol led in a job training program receiving assistance through theJob
Training Participation Act (JTPA) or other similar program
D D I Married and filing a Joint tax return
D p I • Single parent with a dependant child or children and neither you nor your
child(ren) are dependent of another individual
UNDER PENALTIES OF PENURY, I CERTIPYTIIAT TIIE INFOnA1AT10NPRESENTED UNTHIS FORM Is T0.U¢ AND ACCUMTETO THE SM OF MVIOURKNO WLEUUE. TIRE UNDEESIUNED FURTnER
UNDROURTANDSTHAT PROVIDING FALSEEEPRESENTATIONS MHOUNCONnITU 'A (. OC FALS N000.1NCOMPL¢T¢INP�ATIONWILL O^LT�THE DENIAL OF
7RIN
ERMINATi NOF E.V�DATE
k1E OFA ICA PLICANF/fENANT AtIY\) y
DATBY(SIGNATURE OFOWNER/REPRESENTATIVE)
INCOME
NAME' A 9-09F„r
Initial Certification
❑ Re -certification
TION QUESTIONTU(E
TELEPHONE NUMBER:
O
BIN H
Unit
CMONTm y GROSS INCOME
YES No
❑
Uwe am self employed. (List nature of self empl ent)
(use rLq incomefrom business)
'it-W!gWjfzy 1=(c2ct (bp�KDMAV-E)
$ 9LIop•vo
❑
I/we have alob and re etve wages, salary, overtime pay,commissions, fees, ups, bonuses, and/or
other compensation: List the businesses and/or companies that pay you:
Name of Employer
I)
$
2)
$
3)
$
❑
I/we receive cash contributions ofgitis including rent or utility payments, on an ongoing basis
from persons not living with me
$
❑ 0;
Uwercceiveunemploymentbenefits
❑ R/
Vwc receive Velemn's Adminisuatian, GI Bill, or National Guard/Military benefiWincome.
❑ d/
Vwe receive penodle social security payments.
$
❑ 4 :
The household receives unearned income from family members age 17 or under (example:
Social Security, Trust Fund disbursements, etc.).
$
❑ B/
Vwc receive Supplemental Security Income (SSI).
$
❑ 0/
Vwe receive disability or death benefiu other than Social Secunty.
$
❑ a/
Vwe receive Public Assistance Income (examples: TANF, AFDC)
$
Uwe am entitled to receive child support payments.
$
❑ *r,'
I/we am currently receiving child support payments.
Ifyes, from how many persons do you receive support?
Vwe am/are currently making efforts to collect child support owed to me. List efforts being
❑
made to collect child support:
Vwe receive alimony/spousal support payments
❑
Uwe receive periodic payments from trusts, annuities, inheritance, retirement funds or pensions,
❑
insurance policies, or lottery winnings.
If yes, list sources:
1)
s
❑
2>
Vwe receive income from real or personal property.
( use �ie(eamed income)
$
If yes, list bank(s)
1) imAcSH• MVII)A-L i$i0/t� S 2$a- ;ia $ Ii02 a
2) 43 0E A
• ❑
Vwehave a savings accounts
ACCOUNTNUMEER INTER E
CASH VALUE
If yes, list bank(s)
7
p I
Ihve have a revocable trust(s)
Ifyes, list bank(s)
p
Vwc own real estate
If yes, provide description:
$
p (�
Vwe own stocks, bonds, or Treasury Bills
If yes, list sourcesibank names
I)
%
—'
$
2)
p
Vwe have Ccrtdreates of Deposit (CD) or
Money Market Account(s)
. If yes, list sources/bank names
1)
%
$
2)
p
Vwe have an IRA/Lump Sum
Pension/Keogh Account1401 K.
If yes, list bank(s)
$
--
2)
❑
Vwe have a whole life insurance policy.
Ifyes, how many policies
$
I/we have cash on hand.
p 8�
Vwe have disposed of assets (i.e. gave away
money/assets) for less than the fair market
❑
value in the past 2 years.
If yes, list items and date disposed:
$
1)
Student financial aid (public or private, not
including student loans)
❑
are
p Dees your household anticipate becoming a lull -time smue,¢ ..• •••. ••-••• •-
months?
❑ ❑ If you answered yes to either of the previous two questions are you'
p ❑ Receiving assistance under Title IV of the Social Security Act(AFDCffANF)
p ❑ Enrolled in ajob training program receiving assistance through the Job
Training Participation Act (JTPA) or other similar program
p ❑ . Married and filing ajont tax return
p ❑ • Single parent with a dependant child or children and neither you nor your
chdd ren are dependent of mother individual
Itxn¢RpmALVnOFPEMURY.ICERTI"THATTHEIRFORMATIONItEEENTEDONT1115 FORM IS vUEev•��eAn�NeDaTiNHC
uE rOFMY/OUR"O,tEDGE. TREUNDERSIGNEDFURTHER
iheLET¢INFORMATION WILLREEULTINTIIEDENIALOF
ArrgC Vgl,1 OIIAEMIN TION rwcnc LEASE ............... .••-...-_.__--_---- ��
A!! CATIO O��R//T.. E��RMINATI/O1N�OFTI/I�E.LEASE
�A�Cp�E¢/Iyt}¢NT.
�M41C--Mr 6 1. `I—v' • ' DATE
PRINTED NA OFAPPL[�ANTfrE NT SIGNATURE OFAPPLICANT/CENANT
WIT ESS4 Y(SIGNATURE OF OWNER/REPRESENTATIVE)
1 1 1P
DATE
BELOW MARKET RENT UNIT
��STTHE IRVINE COMP APPLICATION ENT
%APARTMENT COMMUNIT (ANORECEIPTFORAPPLICATIONSCRE FEE)
Pkese mmplata 01s farm entirely In Ink, noting "N/A' or'nona' where eppllwblo. Do not use whtto auL The infomlatlon you provido will bo upload prior it
owned by either Tho Imne Company, IIWne Apartment Communities, LP, or Imn
iICACa appfoval to rcnl an apartment to you in an aWrMenl community
Cammerdal PfoPadY Company (colledively,'Ovmel')
y yy��r ViN ,' I.u',. # -?• 4 "�i,RSs:• w.. '�, v
' " � r GW tt 'f+'ppr�:Idn.4 •1 .Jf .0 3•W1 r" '•'l.
ommunity. Nr'i.uFoRt' N�� Address. Z BRINI)ISl fy•�� CA92 CO
MIApplanysfugMme (Leal. Fkal, MddIo 1MWQ dMSr. +la of Sodal SaaMy Number DavoletkafMe/
212 25-645� BG�2$938
5e wL,) KAWAL G S. �3
N.. '�:=�.: •lr:n(�..L"W�N'h'Y•i?i.1.L.. ?hFn "�."i.'
,a t. ilhv"}.•�. a.. rnAk\,{ ..ry ..
ar
past FhtF�M.did�dlo lNbag lLa[t Fk[t MkIdW INtWp Mast Flnl, FkaMaIMWfr
/
A�" SAelKA N
(last, Fire. MWM INlial) (W[I. FN:I,MWOW INtIop (Last, Fifsl, MidNOlnillDl)
avm
Ph«,as 4q• 64 6
I ones.
Appiacataft Prewnl Addross:
At ND)
" AroCrigin
EMaRAtlMaw'
NEJAdPof-•r B CA 26 I_ 1 Rant
00
Fop�clr
Damrhedfamayhoma ❑ AlNdmdfamgyhamg• Apaamant E_
payments 1654• w ToM radoyaumokoprymon10 welIIF T NO4TH
PhMe N
ProsaM Lef MaUa Name 6 AGheu
Nlad et* N01� 9- Nl1 L/} MO NEWPORT &CH GA g1-Gr
M
a ONm omnly Pmyraanl Da..'
ImNon mMgele Prior Addruw (d tees 1 yr al above) Fmm
A- a Rent. $ Ti
P bnoa
Imne W le PrbrLanderas Nome a Aadroaa
trim
pp)ouomlepelt� uYas No NumbMINPots: Type.
&� AdWI PM WC19K
u. A
R �.?W" SG: }`"+':F': r (i?.1',r.:vGyt4 f�;•.•���
d'',...
R Data March
Proposed DuvpenU��lLa^^sl.., F�,M,sl. AadMOlNllel) Data M BW, (WI, FY¢I. Marco t.)
i"/iR•vh��� S 1
SSN' eL�Y-Y5 % ( SS'
Data IN Dam
Data
SSN
(lash Fiat, Made lNGaa Date of Bath
Feet Middle Inner)
hR-o[-IE SA�Fe(K�k � 8
SSN: 6'.�._ '.T �. IOFS
Dalo al8N4
SSN
(Last FWt Mitldb lnllel) Data of aim
(u[t Fke4 Mitldb INaM)
SSN.
SSN. i�
G, k;; 4'77,:`Vi �`ir"H,�l (•?^..$)•' .iN'i} k •T ei' `4%P '•"iav'',�!',a'Rir.N+ntft`I C''n5J'4 "".r �+'r r l
Inpeyer(dss2empbyMd, name of buseew)Swbess Addrosa (Indutlkp LP Codo) :42 •FoE X.I14•
TFIE QL=hil G.tcToAtj (31 LA SeADS ZIWWE Ch �12618
of auallow POWion run �5' Na ID Supa q • i4�2s1�O�•IQs"
J
harm /e.. pl• 3ELe,ctly (Diser. HuS 61kr�0 Owns-YL SQ .,
7a �
1.26yo FsA t
Inmme Stapp App&a t.,aap &2wsMa CORM
N/A
N AY
Phunaa �e1' Ircoma
(mmaMela Pdor Empaya'Addre. pntlu?ng ZIP Coda) Fmm
T. Nb
L`Cr.' f•� 'G;d 1l i:f14i"'yi °.'j.M1' a1'�9^nie{Y., nt4Y^.
6�1 8I BBWMa:
•bank MWlnaMh(kiWde cdpSlae) N•BLEf CA 011" T7-1i5155'3 slwo-'
MU'iUk1—
1A7h5H(N N aMRMe'
Arta
SavkgN bwk ant bratM(YrAWa COISato)
Have you ever Nod for bankajtW pfpfotvalWn9 vas Caunyandstat.MereaWd ty°0m—
Havoyouevabad-wPatft Yes �Fo lMulyca?_
mood subs' lens, kalgmann er
H.0youoverbeenavet.0 El Yos No
oyoueverdafaulladmaleasei El Yos 1.
oys
Heve you avor boon convidadgf a(abny NalLj Yos No
Re /INga
WvWrad. attamo agawt peparty, Pam.n,.
povefnmMd ofadals. or that kNalvad rne...
Repel drugs.. ..... Mmosi
. .�,.0
;E� � e � tax a:I..I..yr l....y.4 R% ") 9 3" T�rw "NnM.`)i a..lS4ryw'Ae•"':`rl'=:.fit �'tiai!'Da' �'
brhra8i! ;~•'?• ".."%'>"t.RA y ,'•*�r, J \ '1. Rnr;
l
inuw INemamma. pleasorMit)^. (LaW name. edba 6 rev rMm A(/fq•q?$: RCIaIIanMip,
qoq `y(c pab0fwpoFR C �FtMI Ly FR•t t3ND
., H
If"Plowo, pam"to phono rwmbon ( )
( ) MeaN.Num
Fam.M1Nan.
' By rovidinoan e,mall address, 1 am ClIeC1122 to rewhe e-maa from The Inino Cormarmy and He athlialea.
aMR.ApFfutanbfl.M
1
a.v. 1=7
Y APARTRXNTECOMPIAN
TI •
S. Reason for relocation: G7(A-N i—E T'
7. How many vehicles do you ovMdriv�el?��/ 'Z
Maka rs/ 10�Yea ��tb� Lkwuo/
fdako_ a^NDR _�lViC— Yow �Ev" 1 usnaa/
Note: parking of recreational vehicles, boats or trailers is not permitted In the Community.
8. Do you have Renters Insurance? Yta MNe
9. Consent to Verification -a
I am mednB lNSApplkelbn vOWnbtly loh,M1u:', •v:• 'w 'w "d•i{"•lT"Y :Ova 'TICAC
emwMnt NONOthe
pgxp d 0y. No •TICAC Panios•), It vody lM1e
b ApplcW RtgadbB InvesllpeWa Cansl- 4' ` '-p' M'' ' •; ✓ - - a calm wtls mpa"Lg OBaMm. tenant
weds and am, Wom new pwlded q ), n• - - ,., •a AppacaBan I WwamMdm IId TICAC
Was,bnks (mt• _ an valaus b, Onfarcemma Upmdos 1
saaliq seMce camp S . - - ..i ' • - -
pages to pawds Wamabn s0e<Y Wtory and OdaY Woaaln N Ws
ANpjakaUxlaalnd Netpllasauto
au to mn41„+• � ,-- -s - ; -_',;:..try
Ibn fapaposos ramYLcr -,r.,: - ,. •�. , s',, 1 ,.., ;i L•
IMmwaosesoadhcdhTMM. aTmpdb�yeoa and news.- can, any and
B-'solely.isolely.ly, ie-91 pOceaaus an'�°�-. - „acmei r tcs. als�kagoos oWf BHoMvaanNs,ouw Csolallor uosa.1the
and A of Net attractive a
Mamallon combined In Bdt Appacalbn, bldndaBNer eua of such Woaatbnioolhtt patios.
I waaW But to that boat a W knmlodgo, a/ of the Information p Weed In Ws ApplicaBw includes but not gmlled 10 Bd atalemorn of my mandal concision) le We, aceurole, complete
and Owed as a tat dole a 1W Appawgom 11 wry WamaBon pmNda l by me Is colermbMd to be (also. such Is" Monsoon'wU asBmads to( 0lsappo al of my Apptica'an a
wradenten of my U. wen Oaaoc. 1 scene, b noW T,,C a any of Bd Wamance pOvdad b Wf Apptwtbn chaotic. do" the Appaealbn poeess a aelac ny t"aac' 1 ou"
uMastad met TICAC wilt mbkl thb Appacellm along vsh say OBxY WOmabn p"a"ead by me, w`na` or not WS AepP lbe U appmvaL
A Application cant to
ss this Application and to check
the Infatuationlprovided. AeparatelAppliation to Rent most be signed by each Applicant who will
l occupy the paonmant before this Application will
be considered by TICAC.
AN APPLICATION SCREENING FEE WILL NOT BE CHARGED FOR RECERTIFICATONS
Oh 1.1 02;
Vale 1woes elywtuoc
On Non dell Wkee, TICAC necows,$M W ham tieuacclaimed Applicant in mvroWon wn Applicants AppficaBw to Rent n spa eat local Owrar.
Tp above emaW b Nba usod loaaeen PppBwmwllh mgarde to°odd hbloryard aNarbockplwM Nbnnalbn. Tho smmml Wryad b aemUed as lulowe'
ST.BO
1. Actual costs oluaNl repn,uNawlW
2 Coabobbin, powas advellfy aaadeWllqaMleamkl(rda oat nil rcpab
sale ("indWO blfa Be.ad.Naroblod Cash) tea aO
Sgd OB
�. TaW feetlegod (meymlexwad SgdpaApPiicnl)
Nls Appacalkn through wall W aBnB OBwtlos, pamonal mfomnw checks end other Nlam lira aouroos.
Data Applkonte algwlult
The Irvine Company Apo nt mu ties, Inc.
et
cua.Aph tbntea"a
new,. i}qt
BELOW MARKET RENT UNIT
fAP RTME'NTEOMMUNII APPLICATIONRENT
(AND RECEIPT FOR APPLICATION SCRIWG FEE)
Please mmpleta this form entirely in Ink noting war or Patine where applicable. Do not use white ouL The information you provltle well be vented prior t
TICAC's approval to rent an apartment to you in an apartment community owned by either The Irvine Company, Was Apartment Communities, LP. or Irvin
Commerelal Property Company (collectivoly, "Comer).
Community: NEWOr
Address: 9-1-0�iRINOISI AI'BcH �q
Prim AgAcanYsfJl name (Ian, Ftn. MIdM.INaaQ;(U$I,
Dateef
Boat S 13. aiy Number others Mc. 0
11-fe" SARL14A GO
ell
6w-4��10`�
(Iasi, First. MIWM Ini
at, Wy1`0lMaag
(Last, Fai Media ehbQ
BcwLl I-AWAL7ftfT S
(WL Pw. MAAe Initial)
(Ian. FYaL MItlWe IMIbQ
(last, FksL wife m1w)
App�BraanYa P�ratanl Address: O,m
❑
p
PMnoM l q.
Qatar
,
EMaIAtlWoes:'
(�
iLa-o 1r DIS^-
Fmnr�rr,�
M � CA °I2.66a �Rrnl
T. rl�a-'
e p
DebchodfemiliMmo:AIIaNad M fisn mo Apartment'
Merely Payments 16Sz1 • CA To whom tla you make payments? r4eWfoltr fj0jZq14
Present LBma.rda N.M. a M"..
EWPbertjoAfH4- MIt_WO r'6CH eA 9240.80
phonat w
"Cl
Immsene Pinar Mdmss press dun t yr. at above) L:J o..m
MomNY Payment was
F.
h• M Rent
s T.
ImmeWats Pdor-L/i;i Nam. a Addms:
pho"sw
Doyou war ap�'eYfr! Yes ©Ne Numbcrof Pets' TYPs.
Bi.ed ry AdW Pel WalpM
.�`'�' f')i rlir Mpy,N f.r�. ryi' n r.� YV �yJ3'1'•I�ni �a. i.�1}4�.,ltvf'�•S�•uty4k�t`a1u�Yl.i'ri���.'i'4„r .xr .n�f"�•i"i
Proposed Bawprnts (Last, FMaL NAtltlI.ImtI.Q Bal. of BMh
(Lodi, Fasl,MMtlb InI11N) Bala of B4e
AQORA ( O1 I
SSN, LID— —It7�
SSN.
tWLpitaL,�a�b leas) Bab al With(LWt,
S.
Flat, fads. Wall) BaleofBM
1... I'C.aT}E L'J 2
SSN. 9 (i-^'-i•^�.
SSN
(teat, Felt,Mitldb Initial) Bata of BlM
(Lost, Phil, Mesa lnitim) Bam of Binh
SSN:
SSN
.b. .S"�J�(iti�rr��`}
Itt': j af'1 KN`•112'•l :.i 3':��) « `, `1 f`r �:.,�'r1
�i`nT��,`
EmpbYarlY seaampby.d,n.mam Wseaea)Buseose AtlWess ((e,d�u�tlainp�LP Code) '��- �Oa--a.. Nf.: '
YI1tE �AUa2 YTTT• 6EL(A ,S�)°IRn VICE �.* 9.M
ng(�A9
Phoasw 91(01,
Tygeol Busaleaa
rcwf7t-9 (�tSEr.
P.narn
WI Ft=
O LD.
osl104
Suparvkw
Iq 11,
9 Z,",
Ircom.
9-100•Ccim
ra QFCSLrT.
A•
phar I.M.
space
Ap*.l ManpcMre3paY rtWs
I
CMAe1 Ih
/
ImmeWab PerEmpleyerAtltlmsa(InduWng LP Code)
paprew ales, Want,
Farm
To M.
ra
BtIbIY7it}:'•}A�Ic i`•ili:•''Y;'{.J�;h'Si'✓J 4�i �;'C b".i �`kl:�? �'b? t�':(:IF.EFt. � �''
N. V
.Y .iSi - i✓1ia`ti^ti'.iYS.:.�`,$�$'.yk,: .71`.Ti':���.ci�"a(n
CWdj,, Lv.nch (htdutle CNylStelo) g M6c1-i 0e
Bobtgo:
Ai iiYF9s2�� aNsk'o.
srvlrga• bankeMbmMb(htluda ClylSlole) r3'FINK N,6u„J Iw
y'1I`r ` l LFT
Aaouniw $1Bill7r.W
whsilAt{V WW1TV'A-L.
Nave you averabd lorbnnMiplrypmledbnT Yes [allo CMay,WSww,h.M,bsM: vWtyeol/_
Ibve you ever Mtl uryp.bae Yes E No Y.Tat>ean�
More suns, lens. Iuegmenta or
rop.ssessbns?
Have you aver boon ovbiotly Yea 191('e
ri
Nave you everdofaubatl oneb.aa? El Yea [No
a
Novoywavmbecnwmkledof.fobny sal Y.a No
Revbw IN
hwlvednoacna.eoparesis,, fea.ns,
W
gowmmem olndob, a eel f Ivdvetl fmarma,
Blognl Wigs, oraeaawx MmeaT
6';`l:IlyeT prfl>C iJlt(G �2i161F:fii� v). v.T1!.��,i"}i5Y"fu'.e' •.'v�"il gA2 A'J„a, rt {i%',ys. rain'I}��,:�t G4L .i n�•.}N�.,�"v�1-.�,�r
Incaeam ememrnry, please rotdy (Loral as ou ...&ph RolallonsNO:
Pw--26 1 Rh'l
"ih'Uti
Ht
aappaoNe, pemnle pYam rumba i.
Feeds Nam. a1WMrr Mum
a B, mvidina an o-mail address. I am clecting to receivo ¢-mall from The Irvine Company and its affiliates
BMR�AnFRaaa•to Rem
R. tLU]
APARTME'NTECpMOM UN ITl
•
B. Reason for relocation: i HA- fk!:!�
7. How many vehicles do you own/drive? 2—
Wien ?IheA 07?,�Y..A� Yen, %�� License
Nako-_-I�I4-IL�, W/T Year 2i001 Lkmaoa
Note: Parnng of recreational vehlales, boats or trailers is not permitted in the Community.
8. Do you have Renters Insurance? Yea ❑No
9. Consent to Verification of Credit and Other Information:
We valonhry fa W avposa INa0lakaeg TfACa pp,oval-roN rn apamnont N No oPamnrnl wmmWry dxam esovo. I WAna'dedp reace" the Notice
wastigshve ConsumerRopons arN 0XTkW' mnhc"ed TCAC, Ovmon add geM respodNv emplo)eoa crop aprne (wecaNeN• ue MCAC Parkes), to ve" M
,Pn provdod by me m We Appgratbn aM to obtain etodt mpn"e, kona ng-W- wnsumol -puts, end scar rams I-m are mpones aga acs, honest
,as,bpks(Indoi sk,,,,,tests veAAcaYonl. empiayam and other persona or rnlXksvA hfom-Wn room, to WS Apptl not,, 1 aW manano the TIM
tallish contained In thin Application to Yankee local. shoo ander (aderai 9-ca moM News$. InduMs Without Intention. emeus hw wto reme of agrees. I
, this eponm.nt• No TCAC Panloa she, have a continuing tight to review my credit Womah h, payment Nolan, cowpana, history and other Woemahon in INS
m1md Io my Lori. amYor for monam rosdow both dudes aM after Uw lam of my Lee,..
iboldh'tolsase and hod healossTo 1v ComPotY•IrJao Aia"moN CommWlbn,LP., Irvhr Commerclol P-yo"y ComPaW.TabvNa ComIneYAnnummaammuess-'Ina,
and Y of Me on,odvo oaken, employees and agents. from ary and a. lubaly, logal Pencea a gs W cosh, hdedks an maye lees, runs an d the vamcN"` rddor use of the
k,omNlon WAnW kl WS Appiru0an, Wades ftmeans IN sub kdomalkn to ctha Panne
I Wei that, to the best of my W*M.0go, a9 of m Motmocon amended In age Appacelkn pace" but not Ymned to No -in""' of my financial announce) Is bun, -weal', compete
and cored as of the date of No A 111-11 a 11 any Wom ellea pnn ded by coo a de nnuand to W false, such fat- ahemont w as
weeds la d, a, der IN my n.noApplication1er
tudasleM that TICAC M octain INe Application, dos Win eM otherdfomanon PMWed M coo. e`h°Ilwr W not Nle Appllaagen is pplewd I, a" at ft klomm,ho, �MW In has Appoefice chances during the Ilan pocoes otlumleq my tones, INK
iApplication Screening bellow)
tholnformatlon provldod.Ae parateAppliation to Real must bo ale edby each Appllcantwho willoccupyApplicationant to Process this
py the apartment before this Application will
be considered by TICAC,
AN APPLICATION SCREENING FEE WILL NOT BE CHARGED FOR RECERTIFICATIONS
041 Da a er. signal.
On the data bolo.,, TCAC mwNed SM W Inc, aw ademsrmd Applicant in ca re ache vMh Appe unt's APPma W e to Rent an ePMmem tom Onner-
Tn above am., N to as used to scan AapGunl Won Made lu cmhk Nstory toot OW backgmaak Wunnauen. The ameam de„se 4 lambse w lotion's.
f. Actual costa of aadn repo", unlawAA dalaker(ovlatkrt) soamh, ender omen ech"a"as mpons S3-rn
$28.00
3. Coot to cash, p-weaand vo"ryaavoMs kfonsetion(moylewtuda emlra ono and Omar -toed ware) S350
3, Tons, No due en, han, na hoonod Mpa, Applicant)
au0adas, vnationalism Wamatiw suPPWd byApticanlrn MAppacdrn through credit -Pros a,mitlea, Pen cod memrew alacka and allay Woman espumes
Date
to
The Irvine
Apppram. d,eeWe
Inc.
Dun-Aagr+honro Raat
3
VILLA POINT II (Off -site Newport North Apartments)
Unit No.O URGENT
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(For tenants not in possession of a Section 8 certificate or voucher, income documentation must be obtained.)
INVe certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersigned is/are the only income earning occupant(s) of the above indicated
leased premises; and,
2. During 2007, the Total Annual Eligible Income* of the undersigned individual(s)
was $ q4 2 l /P ; and,
3. During 2007, my total monthly rent payment to Villa Point II (Off -site Newport North
Apartments) was $, per month.
* Total Annual Eligible Income includes: wages, tips, overtime, bonuses, commissions, net income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point II (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Non -Income Earning Household
Member(s):
Name -Age
Signature(s) of Income Earning Household
Member(s):
Signature
Signature
Signature
Date: I Q n
,%t qW6 �
•
9 ago
VILLA POINT II (Off -site Newport North Apartments)
Unit No. O URGENT
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(For tenants not' possession of a Section 8 certificate or voucher, income documentation must be obtained.)
I/We certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersigned is/are the only income earning occupant(s) of the above indicated
leased premises; and,
2. During 2007, the Total Annual Eligible Income* of the undersigned individual(s)
was $ d.(1%_; and,
3. During 2007, my total monthly rent payment to Villa Point II (Off -site Newport North
Apartments) was $ / ���— per month.
* Total Annual Eligible Income includes: wages, tips, overtime, bonuses, commissions, net income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point II (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Non -Income Earning Household
Member(s):
Name Age
%� 'l i'LA 461t iv>'z 16
I"�112::r. 3
Signature(s) of Income Earning, Household
Member(s):
Signature
Date: �Z4
• 0
VILLA POINT 11 (Off -site Newport North Apartments)
Unit No. 260-9-1
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(For tenants not in possession of a Section 8 certificate or voucher, income documentation must be obtained.)
INVe certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersigned is/are the only income earning occupant(s) of the above indicated
leased premises; and,
2. During 2007, the Total Annual Eligible Income" of the undersigned individual(s)
was $ ; and,
3. During 2007, my total monthly rent payment to Villa Point II (Off -site Newport North
A artments) p was $ %� er mont
p �
' Total Annual Eligible Income includes: wages, tips, vertime, bonuses, commissions, net income from
a business or rental property, interest and dividen social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s),that Villa Point II (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Non -income Earning Household
Member(s):
Name Age
Signature(s) of Income Earning Household
Member(s):
Signature
Signature
Date: if f/
/a
VILLA POINT II (Off -site Newport North Apartments)
Unit No. �(' /,N
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(For tenants not in possession of a Section 8 certificate or voucher, income documentation must be obtained.)
IMe certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersigned is/are the only income earning occupant(s) of the above indicated
leased premises; and,'
2. During 2007, the Total Annual Eligible Income* of the undersigned individual(s)
was $ l, © (v a cc11,,
a �o it. W (,A Ce
3. During 2007, my total monthly rent payment to Villa Point II (Off -site Newport North
Apartments) was $ � 3I ' e0 V per month.
" Total Annual Eligible Income includes: wages, tips, overtime, bonuses, commissions, net income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point II (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Nan -Income Earning Household
Member(s):
Name Age
Signature(s) of Income Earning Household
Member(s):
Signature
Signature
Signature
Date: `r a
mi a h?
Form
e
Department of the Treasury— Internal Revenue Service
1040EZ
Income Tax Return for Single and
Joint Filers With No Dependents
2007
Label
ame MI last name
OM8 No. 1595.007r
Your social security numbor
(See Instmctiens)
�ETTA
L RUSSELL
551-77-6008
Use thelRS
8turn,
spouse's first name MI LastnameSpouses
social securitynumber
label.
�Otherwise,
print
Hess
(number and sheep. If you have a P.O. box, see insWctions.
rt
Apt no.please
or type.
E
RAN
MARCO
You must enter our
post office. If you have a foreign address, see insbuctions.
State ZIP codePresidential
SSN(s) abover
Election
T BEACH, I 92660
Checking a box below will not
change your tax or refund.
Campaign '
(see Instrs)
Check here if you, or your spouse if a joint return want $3 to
go to this funds
► n You nSpouse
Income
1
Wages, salaries, and tips. This should be shown in box 1 of your Form(s) W-2.
Attachyour Forms) W2.................................................................
1
2
Taxable interest. If the total is over $1,500, you cannot use
AttachForm
1040EZ
Form(s)
............................................................................
2
W2 here.
3
ployment corn ensation
Unemployment p
and Alaska Permanent Fund
Enclose,
dividends (see instructions)..
......... I.....................
a
but do not
attach, any
payment.
■
If someone can claim you (or your spouse if a •oint r
applicable box(es) below and enter the amoun� from
You F1 Spouse
If no one can claim you (or your spouse if a joint return), enter $8,750 if single; $17,500 if
11ing jointly. Seeinstructions... . ..
..............
line 5 from line 4. If line 5 is larger than line 4, enter .0-. This is your
rcome........................................................
01.
Payments
............. -
"'
and tax
7 Federal income tax withheld from box 2 of your Form(s) W-2 7
8a Earned Income credit (EIC)................................... 8a
b Nontaxable combat pay election 8b
9 Add lines 7 and Sa. These are your total payments P. 9
10 Tax. Use the amount on line 6 above to find your tax in the tax table in the instruction
0
booklet. Then, enter the tax from the table on this line 10
Refund
............... .................
11 a If line 9 is larger than line 10, subtract line 10 from line 9. This is your refund.
0.
Have it directly
d sited See
If Form 8888 is attached, check here ►EE ................... , , , ► 11 a
...............
0
Instn¢Iions and
Instructions
fill in 11c,
and11dorForm
► b Routing number.... ► c T e:ECheckingSavings
ni8e.
► d Account number...
Amount
youowe
12 If line 10 is larger than line 9, subtract line 9 from line 10. This is the amountyou owe.
For details on how to
pay, see instructions.......... ► 12
0.
Third party
Do you want to allow another person to discuss this return with the IRS (see instruc0ons)?................... X Yes. Complete the following.
No
designee
Designee's
_
Phone.11�Personal ID name ► Preoarer no. o (PIN) ►
Sign
here
Under penalties of penury, I declare that I have examined this return, and to the best of my knowledge and belief it is W e, correct, and accurately lists all amounts and
sources of income i received during the tax year. Declaration of
preparer (other than the taxpayer) is based on all information of which the preparer has any knowledge.
signature Date Your occupation Daytime phone no.
JoinYour
Beat return?
Beat instrue. '
— IRETIRED I
'loos ;Keep
Spouse s signalu a if a lot t rei rn both must sign. Date Spouses °ccunahnn un .,....._.,.
Preparees 111,
Dale Preparees
Paid signature Check it
, self employed
preparers Firm's name (or yours LIEN NGUYEN CPA, INC.
use only if address,
), 14180 BROOKHURST ST
address,antl ZlP code EIN 33-08941
BAA For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see instructions. FDIA0201L 11116107 Form 1040EZ (2007)
'NAWHousing & Community
Services Department
OPANGLC_oUN Y HOUSING AUTHORITY
1770 North Broadway, Santa Ana, CA 92706-2642
T010Ph0ne (OCHA): (714) 480-2700
FAX: (714) 480-2812
N F O R M A T 1 O N S H E E T
Date: 2/6/2008
Subsidy Number: PI-17919
Tenant's Name: Henrietta Russell
Address: 2615 San Marco {p
City: Irvine CA 92660''�
Owner Name: -Newport North A artments
Effective Date: 2/1/08 End Date: M2M
RENT
Tenant Portion $ 231
OCHA Portion $ L007
Total Rent $ 11238
PRO -RATED RENT
Pro -Rate for days of
Tenant Pro -Rate $
OCHA Pro -Rate
TOTAL PRO -'RATE $
Field Representative: carolyn chin
Telephone Number: (7141 480-2073
a�l0 ,�c-91tEsi
VILLA POINT II (Off -site Newport North Apartments)
Unit No. 027496' ©URGENT
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(For tenants not in possession of a Section 8 certificate or voucher, income documentation must be obtained.)
IN11e certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersigned is/are the only income earning occupant(s) of the above indicated
leased premises; and,
2. During 2007, the Total Annual Eligible Income* of the undersigned individual(s)
was $ 4qC 6d l7U and,
3. During 2007, my total monthly rent payment to Villa Point II (Off -site Newport North
Apartments) was $ ' , o ° per mgn'tnh.
* Total Annual Eligible Income includes: wages, tips, overtime, bonuses, commissions, net income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point II (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Non -Income Earning Household
Member(s):
Name
Signature(s) of Income Earning Household
Member(s)-
Age
9 0
VILLA POINT II (Off -site Newport North Apartments)
Unit No. 2
CERTIFICATION OF CONTINUED HOUSEHOLD ELIGIBILITY
(For tenants not in possession or a Section 8 certificate or voucher, income documentation must be obtained.)
I/We certify to the management of Villa Point II (Off -site Newport North Apartments) that:
1. The undersigned is/are the only income earning occupant(s) of the above indicated
leased premises; and,
2. During 2007, the Total Annual Eligible Income* of the undersigned individual(s)
was $ 00 ' % ; and,
3. During 2007, my total monthly rent payment to Villa Point II (Off -site Newport North
Apartments) was $ AYd q. 00 per month.
* Total Annual Eligible Income includes: wages, tips, overtime, bonuses, commissions, net income from
a business or rental property, interest and dividends, social security payments, retirement fund or
pension payments and distributions, disability benefits, workers' compensation and disability pay,
severance pay, alimony, child support, all regular and special pay and allowances of a member of the
Armed Forces (to exclude hostile fire allowance).
The undersigned acknowledge(s) that Villa Point II (Off -site Newport North Apartments) and the City of
Newport Beach are relying on the accuracy of the provided information in the leasing of an apartment to
the undersigned; and in conferring on the undersigned the monetary benefits of the Agreement which
restricts the rents collectible for occupancy of the above indicated leased premises.
The undersigned consents to the delivery of a copy of this Certification of Continued Household Eligibility
to the City of Newport Beach.
This Certification is made under penalty of perjury in Newport Beach, California on the date indicated
below:
Names and Ages of Non -Income Earning Household
Member(s):
Name Age
w
Signatures) of Income Earning Household
Member(s):
Sig atu e��
S na e
Sig lure
1 , D-3 Date: e a
Atl 9���oa