EMC Planning Group - Initial Statement 1995
FORM~730
Statement of Economic Interests
For Designated Employees
A PUBUC DOCUMENT
1994/95
(Type or Print in Ink)
NAME OF FILER
Michael Groves
NAME OF AGENCY
EMC Planning Group Inc.
POSITION TITLE
Pres'
NAME OF DIVISION. UNIT. BOARD. BUREAU. ETC. (IF APPLICABLE)
n/a
Monterey, CA 93942
IF YOU ARE FILING AN
EXPANDED STA TEMENT:
Name of Agency
OfficelPosition
TYPE OF STATEMENT:
DAYTIME TELEPHONE NUMBER
(408 ) 649-1799
o ASSUMING OFFICE STATEMENT
Date Assumed Office or, if you are an Appointed Official sub-
ject to confirmation, enter the Date Appointed or Nominated:
mo.
cIey
yr.
o ANNUAL STATEMENT
The period covered is January " 1994 through December 31, 1994.
o LEAVING OFFICE STATEMENT
The period covered is January 1, 199_ through the date you left your designated position.
Date left designated position:
clay
yr.
mo.
me 'NlnAL STATEMENT (Complete this section ONLY if your position has been recently designated or if you are
filing under a ~ conflict of interest code for your agency.)
Effective date of code:
April 3, 1995
mo.
clay
yr.
o CANDIDATE STATEMENT (Complete only if required by the conflict of interest code for the jurisdiction in which
you are seeking elective office.)
'VERIFICA TlON
I have used all reasonable diligence in preparing this statement. I have reviewed the statement and to the
best of my knowledge the information contained herein and in the attached schedules is true and
complete. .
I certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct.
19 95 at Monterey, CA
~' (aty .nd1U'~)
Executed on Ma y
FORM 730
NAME
Michael Groves on behalf
of EMC Planning Group Inc
The following summary must be completed by all filers. Before completing this summary
page, review your disclosure category, contained in your agency's conflict of interest code, to
determine what types of interests must be reported. Instructions are also provided for each
schedule. If a schedule does not apply to your disclosure category, check the box "No
Reportable Interests."
Schedule A - INVESTMENTS
(Not Held By A Business Entity Or Trust)
SCHEDULE COMPLETEO NO REPORTABLE
AND ATTACH EO INTERESTS
@
D
Schedule B - INTERESTS IN REAL PROPERTY D ~
(Not Held By A Business Entity Or Trust)
Schedule (-1 -INTERESTS IN REAL PROPERTY HELD BY A BUSINESS D El
ENTITY OR TRUST
Schedule (-2 -INVESTMENTS HELD BY A BUSINESS ENTITY OR TRUST D 0
Schedule 0 - INCOME ~ D
(Other Than Loans and Gifts)
Schedule 0-1 -INCOME - TRAVEL PAYMENTS, ADVANCES, D fiJ
REIMBURSEMENTS
Schedule E -INCOME - LOANS D El
(Received Or Outstanding During The Reporting Period)
- D ~
Schedule F - INCOME - GIFTS
Schedule G - BUSINESS POSITIONS B D
Schedule H-1 - COMMISSION INCOME RECEIVED BY BROKERS, AGENTS D ~
AND SALESPERSONS
-
Schedule H-2 - INCOME AND LOANS TO A BUSINESS ENTITY OR TRUST D IUl
Schedule H-3 -INCOME FROM RENTAL PROPERTY D @
AFTER THE SUMMARY PAGE HAS BEEN COMPLETED, PLEASE RECYCLE THOSE SCHEDULES ON WHICH YOU
HA VE NO REPORTABLE INTERESTS.
(10/94)
Michael Groves on behalf
_of EMC Planning Group In
NAME
Schedule A - Investments
(Not Held By A Business Entity Or Trust)
(SEE INSTRUcnONS ON PRECEDING PAGE)
NAME OF BUSINESS ENTITY VALUE
EMC Planning Group Inc. o $1.000-$10.000
o $10.001-5100.000
NATURE OF INVESTMENT. E.G.. COMMON STOCK. PARTNERSHIP INTEREST If Acquired Or DIsposed DUring The ){!] Over$l00.ooo
S-Corporation Stocl{ Reporting Period. You Must Indicate
Month. Day And Year: Ownership Interest
GENERAL DESCRIPTION OF BUSINESS ACTIVITY Date Acquired: o Less than 10%
Planning and Envi:rIonmen ta 1 Service!: Date Disposed: [!lC 10% or greater*
NAME OF BUSINESS ENTITY VALUE
o $1.000-$10.000
NATURE OF INVESTMENT. E.G.. COMMON STOCK, PARTNERSHIP INTEREST o $10.001-$100.000
If Acquired Or DISposed During The DOver $ 100.000
Reporting Period. You Must Indicate
Month. Day And Year: Ownership Interest
GENERAL DESCRIPTION OF BUSINESS ACTIVITY Date Acquired: o Less than 10%
Date Disposed: o 10% or greater*
NAME OF BUSINESS ENTITY VALUE
o $1.000-$10.000
NATURE OF INVESTMENT. E.G., COMMON STOCK. PARTNERSHIP INTEREST o $10.001-$100.000
If Acquired Or Disposed During The o Over$100.ooo
Reporting Period. You Must Indicate
Month. Day And Year: Ownership Interest
GENERAL DESCRIPTION OF BUSINESS ACTIVITY Date Acquired: o Lessthan 10%
o.te Disposed: o 10%orgreater*
NAME OF BUSINESS ENTITY VALUE
o $1.000.$10.000
NATURE OF INVESTMENT. E.G.. COMMON STOCK, PARTNERSHIP INTEREST If Acquired Or Disposed During The o $10.001-$100.000
o OverSl00.ooo
Reporting Period. You Must Indicate
Month. Day And Year: Ownership Interest
GENERAL DESCRIPTION OF BUSINESS ACTIVITY Date Acquired: o Less than 10%
Date Disposed: o 10% or greater*
NOTE: YOU MAY IE" RfOUlRED'TO'Wf PORION "SCHEDULE D aNY SA1:ARY; COMMISSION;DlmIlUTION OR OTHER INCOME CS250 OR
MORE) RECEIVEO IY YOU OR YOUR SPOUSE FROM ANY BUSINESS ENTITY LlSTEO ON SCHEOULE A.
*If you have checked this box, you must report on Schedules C-1 and C-2 any interests in real property and
investments held by the business entity. In addition, if your pro rata share of the gr05s income from anyone
source was S 10,000 or more, you may be required to report the name of that source on Schedule H-2.
o If additional space is needed, check box end attech an additional Schedule A.
(10/~
Michael Groves on behalf
of EMC Planning Group Inc.
NAME
Schedule B -Interests In Real Property
(Not Held By A Business Entity Or Trust)
(SEE INSTRUCTIONS ON P.RECEDING PAGE)
STREET ADDRESS OR PRECISE LOCATION OF PROPERTY CITY
I FAIR D 51.000-510.000
i MARKET D 510.001-S1OO,OOO
NATURE OF INTEREST. E.G.. OPTION, OWNERSHIP. LEASEI:lOLD. DEED OF TRUST I VALUE D OverS1oo.ooo
If Acquired Or Disposed Durmg The Date Acquired: If Rental Pro~rty. o Less than 10%
Reporting Period You Must Indicate Date DISposed: O~"nershiJ: Int~est Is o 10% or areater*
Month, Day And Year:
STREET ADDRESS OR PRECISE LOCATION OF PROPERTY CITY
FAIR D 51.000-510.000
NATURE OF INTEREST. E.G.. OPTION. OWNERSHIP, LEASEHOLD. DEEDOF TRUST MARKET D 510.001-5100,000
VALUE D Over51oo.ooo
If Acquired Or Disposed During The Date Acquired: If Rental Property. o Lessthan 10%
Reporting Period You Must Indicate Date Disposed: Ownership Interest Is o 10% or greater*
Month. Day And Year:
STREET ADDRESS OR PRECISE LOCATION OF PROPERTY CITY
FAIR D 51.000-510.000
MARKET D 510,001-5100.000
NATURE OF INTEREST. E.G.. OPTION. OWNERSHIP. LEASEHOLD. DEED OF TRUST VALUE D Over51oo.000
If Acquired Or Disposed During The Date Acquired: If Rental Property. o Lessthan 10%
Reporting Period You Must Indicate Date Disposed: Ownership Interest Is o 10%orgreater*
Month. Day And Year:
STREET ADDRESS OR PRECISE LOCATION OF PROPERTY CITY
FAIR o $1.000-510.000
NATURE OF INTEREST. E.G.. OPTION. OWNERSHIP, LEASEHOLD. DEED OF TRUST MARKET o 510.001-5100.00<
VALUE o Over5100.000
If Acquired Or Disposed DUring The Date AcqUired: If Rental Property, o Less than 10%
Reportmg Period You Must Indicate Date Disposed: Ownership Interest Is o 10% or greater*
Month. Day And Year:
NOTE: You may be required to report on Schedule 0 any income ($250 or more) received by you or your spouse
from rental property listed on Schedule B.
*If you have a 10% or greater interest in a rental property, you may have additional reporting requirements
on Schedule H-3.
o If additional space is needed, check box and attach an additional Schedule B.
(101
Michael Groves on behalf
of EMC Planning Group Inc.
NAME
Schedule C-1 -Interests In Real Property
Held By A Business Entity Or Trust
(SEE INSTRUCTIONS ON PRECEDING PAGE)
Name Of Business Entity Or Trust
Holding The Real Property:
Your investment in this business entity must be reported on Schedule A-Investments.
STREET ADDRESS OR PRECISE LOCATION OF PROPERTY CITY
NATURE OF INTEREST. E.Gl. OPTION,OWNERSHIP, L'EASEHOLD. DEED OF TRUST FAIR o $1,000-$10.000
MARKET o $10.001-$100.000
VALUE o Over$100.oo0
If Acquired Or Disposed Durin~ The Date Acquired:
Re~i~ Penod You Must In icate Date Disposed:
Month av And Year:
STREET ADDRESS OR PRECISE LOCATION OF PROPERTY CITY
NATURE OF INTEREST. E.G., OPTlON.OWNERSHIP. LEASEHOLD. DEED OF TRUST FAIR o $1.000-$10.000
MARKET o $10.001-$100.000
VALUE . D...over$1oo.ooo
If Acquired Or Disposed During The Date Acquired: ." .-
_M,
Reportl~ Period You Must Inalcate Date DispoSed:
Month. ay And Year:
STREET ADDRESS OR PRECISE lOCATION OF PROPERTY CITY
NATURE OF INTEREST, E.G.. OPTlON.OWNERSHIP, LEASEHOLD. DEED OF TRUST FAIR o $1.000-$10.000
MARKET o $10.001-$100.000
--- VALUE o Over$100,ooo
If Acquired Or Dis~ Duri~ The Date Acquired:
Re~i~ Period You Must I icate Date Disposed:
Month, av And Year:
STREET ADDRESS OR PRECISE LOCATION OF PROPERTY CITY
NATURE OF INTEREST. E.G.. OPTlON.OWNERSHIP. LEASEHOLD. DEED OF TRUST FAIR o $1.000-$10.000
MARKET o $10.001-$100.000
VALUE o Over$100,OOO
If Acquired Or Disposed During The Date AcqUIred:
Reporti~ Period You Must Inaicate Date Disposed:
Month. ay And Year:
STREET ADDRESS OR PRECISE LOCATION OF PROPERTY CITY
NATURE OF INTEREST. E.G.. OPTION.OWNERSHIP. LEASEHOLD, DEED OF TRUST FAIR o $1.000-$10.000
MARKET o $10.001-$100.000
VALUE o Over$1oo.000
If Acquired Or Disposed During The Date Acquired:
Reportl~ Period You Mustlnaicate
Month. ay And Year: Date DIsposed:
o If additional space is needed, check box and attach an additional Schedule C-1.
(1 O/~
MIchael Groves on behalf
of EMC Planning Group Inc.
NAME
Schedule (-2 -Investments
Held By A Business Entity Or Trust
(SEE INSTRUCTIONS ON PRECEDING PAGE)
Name Of Business Entity Or Trust
Holding The Investment(s):
Your investment in this business entity must be reported on Schedule A-Investments.
NAME OF BUSINESS ENTITY
NATURE OF INVESTMENT. E.G.. COMMON STOCK. PARTNERSHIP If Acquired Or Disposed Dunng The fAIR 051.000-$10,000
Reporting Period. You Must IndIcate MARKET 0510.001-$100.000
Month. Day And Year: VALUE o Over $100.000
GENERAL DESCRIPTION OF BUSINESS ACTIVITY Date Acquired:
Date Disposed:
NAME OF BUSINESS ENTITY
NATURE OF INVESTMENT, E.G.. COMMON STOCK. PARTNERSHIP FAIR 0 $1.000-$10.000
If Acquired Or Disposed During The MARKET 0 $10.001-$100.000
Reporting Period. You Must Indicate VALUE 0
Month. Day And Year: Over $100,000
GENERAL DESCRIPTION OF BUSINESS ACTIVITY Date Acquired:
Date Disposed:
NAME OF BUSINESS ENTITY
NATURE OF INVESTMENT. E.G.. COMMON STOCK. PARTNERSHIP If Acquired Or Disposed During The FAIR 0 $1.000-$10.000
Reporting Period, You Must Indicate MARKET 0 $10,001-$100,000
Month, Day And Year: VALUE 0 Over $100.000
GENERAL DESCRIPTION OF BUSINESS ACTIVITY Date Acquired:
Date Disposed:
NAME Of BUSINESS ENTITY
NATURE OF INVESTMENT. E.G., COMMON STOCK. PARTNERSHIP If Acquired Or Disposed Dunng The FAIR 0 $1.000-$10.000
Reporting Period, You Must Indicate MARKET 0 $10.001-$100.000
Month. Day And Year: VALUE 0 Over S 1 00.000
GENERAL DESCRIPTION OF BUSINESS ACTIVITY Date Acquired:
Date Disposed:
NAME OF BUSINESS ENTITY
NATURE OF INVESTMENT. E.G.. COMMON STOCK, PARTNERSHIP If Acquired Or Disposed During The FAIR D $1.000-$10.000
Reporting Penod. You Must IndIcate MARKET 0 $10,001-$100.000
Month. Day And Year: VALUE 0 Over $100,000
GENERAL DESCRIPTION O~-8U$1NEii ACTWltv Date Acquired:
Date Disposed:
D If additional space is needed. check box and attach an additional Schedule C-2.
(101
Michael Groves on behalf of
EMCN?~~ning Group INc.
Schedule D -Income
(Other Than Loans And Gifts)
(SEE INSTRUCTIONS ON PRECEDING PAGE)
GROSS INCOME RECEIVED:
NAME OF THE SOURCE OF INCOME
EMC Planning Group Inc.
. ADDRESS
Monterey, CA 93940
D $250-$1.000
D $1.001-$10.000
~ Over$10.ooo
: NATURE OF BUSIN8SS ACTIVITY. IF ANY
Land use and environmental planning
. OESCRIPTION OF THE CONSIDERATION FOR WfllCH !NCOME WAS RECEIVED
Environmental work for Gilroy Planning Dept.
NAME OF THE SOURCE OF INCOME
ADDRESS
D $250 - $ 1.000
0 $1,001-510.000
.. 0
Over $10.000
NATURE OF BUSINESS ACTIVITY. IF ANY
DESCRIPTION OF THE CONSIDERATION FOR WHICH INCOME WAS RECEIVED
NAME OF THE SOURCE OF INCOME
DESCRIPTION OF THE CONSIDERATION FOR WHICH INCOME WAS RECEIVED
D 5250 - 5 1.000
0 51,001 - 510.000
0 Over 510.000
ADDRESS
NATURE OF BUSINESS ACTIVITY ,IF ANY
NAME OF THE SOURCE OF INCOME
NATURE OF BUSINESS ACTIVITY. IF ANY
D $250 -51.000
D $1.001-$10.000
D Over $10.000
ADDRESS
DESCRIPTION OF THE CONSlDEIUrnON FOR WHICH INCOME WAS RECEIVED
o If additional space is needed, check box and attach an additional Schedule D.
( 1 0/9
. MIchael Groves on behalf
of EMC Planning GRoup Inc.
NAME
Schedule 0-1 -Income - Travel Payments, Advances, Reimbursements
(SEE INSTRUCTIONS ON PRECEDING PAGE)
mo. day & vr . :
NAME OF SOURCE
ADDRESS
NATURE OF BUSINESS ACTIVITY .IF ANY
TYPE OF PAYMENT: (CHECK ONE) o GIFT o INCOME
NAME OF SOURCE
ADDRESS
NATURE OF BUSINESS ACTIVITY .IF ANY
TYPE OF PAYMENT: (CHECK ONE) 0 GIFT o INCOME
NAME OF SOURCE _.. .
.. ..
ADDRESS
NAiURE OF BUSINESS ACTIVITY. IF ANY
TYPE OF PAYMENT: (CHECK ONE) 0 GIfT o INCOME
NAME OF SOURCE
ADDRESS
NATURE OF BUSINESS ACTIVITY .IF ANY
TYPE OF PAYMENT: (CHECK ONE) o GIFT o INCOME
NAME OF SOURCE -
ADDRESS
. .... ...;r.
NATURE OF BUSINESS ACTIVITY. IF ANY
TYPE OF PAYMENT: (CHECK ONE) o GIFT o INCOME
DATE(S):
( ) AMOUNT(S)'
PURPOSE AND
LOCATION OF
TRAVEL
o If additional space is needed. check box and attach an additional Schedule 0-1.
( 1 0/9
Michael Groves on behalf
of EMC Planning Group Inc.
NAME
Schedule E. - Income - Loans
(Received or Outstanding During the Reporting Period)
(SEE INSTRUCTIONS ON PRECEDING PAGE)
NAME OF LENDER
0 $250 - $ 1.000
ADDRESS 0
$1,001-$10.000
NATURE OF BUSINESS ACTIVITY. IF ANY ! WAS THE ENTIRE LOAN 0 YES 0 Over $10.000
I REPAID DURING
I THE REPORTING PERIOD:? 0 NO
SPECIFIC SECURITY FOR LOAN INCLUDING GUAIUNTOR ~If Rea. Property, Provide Add~ess) INTEREST RATE
:0 NONE 0 NONE
NAME OF LENDER
0 $250 - $ 1,000
ADDRESS 0
$1.001-$10.000
NATURE OF BUSINESS ACTIVITY, IF ANY WAS THE ENTIRE LOAN 0 YES 0 Over $10.000
REPAID DURING 0
THE REPORTING PERIOD? NO
SPECIFIC SECURITY FOR LOAN INCLUDING GUARANTOR (If Real Property. Provide Address) INTEREST RATE
0 NONE 0 NONE
NAME OF LENDER
0 $250 - $ 1,000
ADDRESS 0
$1.001 -$10,000
NATURE OF BUSINESS ACTIVITY ,IF ANY WAS THE ENTIRE LOAN 0 YES 0 Over $ 10,000
REPAID DURING
THE REPORTING PERIOD? 0 NO
SPECIFIC SECURITY FOR LOAN INCLUDING GUARANTOR (If Real Property. Provide Address) 0 INTEREST RATE 0
NONE NONE
NAME OF LENDER
0 $250 - $ 1.000
ADDRESS 0
$1.001-$10.000
NATURE OF BUSINESS ACTIVITY .IF ANY WAS THE ENTIRE LOAN 0 YES 0 Over $ 10.000
REPAID DURING 0
THE REPORTING PERIOD? NO
SPECIFIC SECURITY FOR LOAN INCLUDING GUARANTOR (If Real PropertY. Provide Address) 0 INTEREST RATE 0
NONE NONE
AMOUNT OF HIGHEST BALANCE
DURING THE REPORTING PERIOD:
o If additional space is needed, check box and attach an additional Schedule E.
(1 O/~
Michael Groves on behalf
of EMC Planning ~roup Inc.
NAME
Schedule F - Income - Gifts
(SEE INSTRUCTIONS ON PRECEDING PAGE)
mo. ay6yr .
NAME OF SOURCE
ADDRESS
NATURE OF BUSINESS ACTIVITY, IF ANY
NAME OF SOURCE
ADDRESS
NATURE OF BUSINESS ACTIVITY,IF ANY
NAME OF SOURCE
ADDRESS
NATURE OF BUSINESS ACTIVITY .IF ANY
NAME OF SOURCE
ADDRESS
NATURE OF BUSINESS ACTIVITY,IF ANY
NAME OF SOURCE
-
ADDRESS
NATURE OF BUSINESS ACTIVITY. IF ANY
DATE(S)
RECEIVED:
(d )
VALUE(S)'
DESCRIPnON
OF GIFT(S)'
o If additional space is needed, check box and attach an additional Schedule F.
( 1 0/9i
Hichael Groves on behalf
of EMC Planning Group Inc.
NAME
Schedule G - Business Positions
(SEE INSTRUCTIONS ON PRECEDING PAGE)
NAME OF ENTITY ADDRESS OF ENTITY
EMC Planning Group Inc. 99
OR POSITION
Land use and environmental planning Board Chair/President
POSITION HELD THROUGH ENTIRE REPORTING PERIOD? IFNO POSITION COMMENCED ON
KJ YES o NO PI.EASE INDICATE: POSITION TERMINATED ON
NAME OF ENTITY j ADDRESS OF ENTITY
DESCRIPTION OF BUSINESS ACTIVITY YOUR JOB TITLE OR POSITION
POSITION HELD THROUGH ENTIRE REPORTING PERIOD? IFNO POSITION COMMENCED ON
DYES o NO PLEASE INDICATE: POSITION TERMINATED ON
NAME OF ENTITY ADDRESS OF ENTITY
DESCRIPTION OF BUSINESS ACTIVITY YOUR JOB TITLE OR POSITION
POSITION HELD THROUGH ENTIRE REPORTING PERIOD? IF NO POSITION COMMENCED ON
DYES o NO PLEASE INDICATE: POSITION TERMINATED ON
NAME OF ENTITY ADDRESS OF ENTITY
DESCRIPTION OF BUSINESS ACTIVITY YOUR JOB TITLE OR POSITION
POSITION HELD THROUGH ENTIRE REPORTING PERIOD? IF NO POSITION COMMENCED ON
DYES o NO PLEASE INDICATE: POSITION TERMINATED ON
NAME OF ENTITY ADDRESS OF ENTITY
DESCRIPTION OF BUSINESS ACTIVITY YOUR JOB TITlE OR POSITION
POSITION HELD THROUGH ENTIRE REPORTING PERIOD? IFNO POSITION COMMENCED ON
DYES o NO PLEASE INDICATE: POSITION TERMINATED ON
NAME OF ENTity ADDRESS OF ENTITY
DESCRIPTION OF BUSINESS ACTIVITY YOUR JOB TITLE OR POSITION
.'
POSITION HELD THROUGH ENTIRE REPORTING PERIOD? _.Jf..NO . - POSITION C"OMMeNCED ON
DYES o NO PLEASE INDICATE: POSITION TERMINATED ON
CA
o If additional space is needed, check box and attach an additional Schedule G.
(10/~
Micnael Groves on benalf of
EMC Planning Group Inc.
NAME
Schedule H
(SEE INSTRUCTIONS ON PRECEDING PAGES)
Schedule H-1
Commission Income Received By Brokers, Agents And Salespersons
NAME OF BUSINESS ENTITY
NAMES OF SOURCES OF INCOME
Schedule H-2
Income And Loans To A Business Entity Or Trust
NAME OF BUSINESS ENTITY OR TRUST ADDRESS OF BUSINESS ENTITY OR TRUST
NATURE OF BUSINESS
NAMES OF SOURCES OF INCOME AND LOANS TO THE BUSINESS ENTITY
OR TRUST
Schedule H-3
Income From Rental Property
You must disclose the name(s) of any renter(s) who made rent payments, provided that your pro rata share of such
receipts from anyone renter was $10,000 or more.
ADDRESS OF RENTAL PROPERTY CITY
NAMES OF RENTERS
-
ADDRESS OF RENTAL PROPERTY CITY
NAMES OF RENTERS ,
. .
D If additional space is needed, check box and attach additional schedules.
(10~
INFORMATION FOR COMPLETING SCHEDULE H-3 --
Income From Rental Property
BEFORE COMPLrnNG THIS SCHEDULE, CONSULT YOUR AGENCY'S CONFLICT
OF INTEREST CODE TO DETERMINE THE TYPES OF INCOME YOU MUST DISaOSE.
If, during the reporting period, you and your
spouse owned an aggregate interest of 10% or more
in any rental property, you must provide the name of
each individual or entity which made rent payments,
provided that your pro rata share of the receipts was
$10,000 or more.
IMPORTANT: The requirement to report sources of
rental income is determined by the location of the
source of income--not by the location of the rental
property.
If the rental property in which you have a 10% or
greater interest is located in your jurisdiction, it must
also be reported on Schedule B. Your pro rata share
of the gross rental income from the property must
also be reported on Schedule D.
EXAMPLE
Assume that:
. You own a home in your jurisdiction from which
rental income was received from a single tenant in
the amount of $ 1 0,800.
. You own rental property which is located in Sierra
Springs, which is not in your jurisdiction. Your
rental tenant owns J.R. Car Dealership which is
located in your jurisdiction.
You must report:
. The name of the rental tenant who paid rent in
the amount of $ 1 0,000 or more to rent the
property.
. The name of the rental tenant (John Roberts) who
paid rent in the amount of $ 1 0,000 or more.
ADDRESS OF RENTAL PROPERTY CITY
14738 SDruce.Street 1.ittlelown
NAMES OF RENTERS
Sylvan Taylor
ADDRESS OF RENTAL PROPERTY CITY
15255 Maole Street Sierra SDrinos
NAMES OF RENTERS
John Roberts