! 1040 Oeportmenl ol lhtt T,easury-lnl&rnaJ R8venue Se,vicu (99) I � (Q) 1 6 l 0MB No. 1545-00741 ms U•n Only-Do not write or staple In Uris space. U.S. Individual Income Tax Return

For lhe year Jan. Hlec. 31, 2016, or other tax year beginning , 2016. onding .20 See separate instructions. Your first name anel initial Last name

James p Noble, Jr II a joint return. spouse's first name anel lnlllnl Last name

Nancv L Madden

Your social :1ecuril)' number

Spouse'• ■oclal ■ecurily number

Home address jnumbor and street), It you have a P.O. box. sea instruchons. I Apt.no. .A. Make sure the SSN(s) above and on line 6c are correct.

Cily, town or post ottice. state. and ZIP code, II you havo a foreign address. also complele spaces below (see instructions). Pre■ldentfal Ei.ctlon C•mpolgn Charleston SC 29401 Check here 1f you. or your Sl)Ouse d filing

Foreign country name I Foreign province/state/county I Foreign poslal coda joinlly. wanl $3 10 90 to th,s tund. Check,ng a bo1 below will not change you, tu or relund. D You D Spouse

Filing Status

Check only one box.

D Single 2 jg] Married filing jointly (even ii only one had income) 3 D Married filing separately. Enter spouse's SSN abo\le

and full name here. ►

4 D Head of housohold (with qualrlying person). (See instructions.) If tho qunlitylng person is II child but not your dependent, enter this child's no.me here. ►

5 D Qualifying widow{er) with dependent child

Exemptions

II more than lour dependents. see instructions and check here ► D

Income

Attach Form(s) W-2 here. Also attach Forms W-2G and 1099-R If tax was withheld.

II you did not get a W-2, see instructions.

Adjusted Gross Income

6a g] Yourself. If someone can claim you as a dependent, do not check box 6a b � S ;pause C Dependents: (2) Dependent's (31 Dependent's (4) ,I If chil<S under age t 7

qual,lying for child tax credit (11 fifsl name Last name social SllCunly nurnDer rclat,onsn,p to you {see instruct1ons1

□

□

□

□ d Total number of exemptions claimed .

7 Wages. salaries. tips. etc. Attach Form(s) W-2 Sa Taxable interest. Attach Schedule B if required

l°ab· 1 b Tax-exempt interest. Do not include on line 8a 9a Ord:nary dividends. Attach Schedule B ii required

l0

9b0

Ib Qualified di\lidends 231.

10 Taxable refunds, credits, or offsets ol stale and local income taxes 11 Alimony received 12 Business income or (loss). Attach Schedule C or C-EZ 13 Capital gain or (loss). Attach Schedule D if required. If not required, check here ► □

14 Other gains or (losses). Attach Form 4797 15a IRA distributions . 115a I I b Taxable amount 16a Pensions and annuities : 16a : b Taxable amount 17 Rental real estate, royalt ies. partnerships, S corporations, trusts, etc. Allach Schedule E 18 Farm income or (loss). Attach Schedule F 19 Unemployment compensation 20a Social security benefits I 20a I I b Taxable amount 21 Other income. List type and amount ................................... ----------.. -·---------------- ........ 22 Combine the amounts in the far right column for lines 7 through 21. This is your total Income ► 23 Educator expenses 23 24 Certain business expenses of reservists, performing artists, and

lee-basis government officials. Attach Form 2106 or 2106-EZ 24 25 Health savings account deduction. Attach Form 8889 25 26 Moving expenses. Attach Form 3903 26 27 Deductible part of self-employment tax. A1tach Schedule SE 27 28 Self-employed SEP, SIMPLE, and qualified plans 28 29 Self-employed health insurance deduction 29 30 Penalty on early withdrawal of savings 30 31a Alimony paid b Recipient's SSN ► 31a 32 IRA deduction 32 33 Student loan Interest deduction 33 34 Tuition and lees. Attach Form 8917. 34

35 Domestic production activities deduction. Attach Form 8903 35 36 Add lines 23 through 35 37 Subtract line 36 from line 22. This Is your adjusted gross income ►

7

Sa

9a

10 11 12 13 14

15b 16b 17 18 19

20b 21 22

36 37

For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate Instructions. BAA REV01nw1M.19,1p-,

Boxes checked on 6a and 6b __ 2_ No. ol chlldren on6cwho: • llvod with you • did not live with you due lo divorce or aeparallon (1N in11t11ctlon1) Dependenla on 8c nol entered •bove Add numbers on � lines above ► LJJ

52,519.

515.

L 673.

52.19-6.

L06,903.

106,903. Form 1040 (2016)

F011n 1040 (2016) Page2 38

Tax and 39u

Credits b

Standard 40 Deduction � for- 41 • Pooplewho 42 chock any 43 box on line 39a or 39b or 44 who can be claimed as a 45 dependent, 46 see instructions. 47 • All others: 48 Single orMarried filing 49 separalely, 50 $6,300 Married filing 51 jointlr,or

52 Qual fyin� widow(er. 53 $12,600 Head of 54

household. $9,300 55

56 57

Other 58

Taxes 59 60a

b 61 62 63

Payments 64 65

If you have a 66aqualifying b child, attach

Schedule EiC. 67 68 69 70 71 72 73 74

Refund 75 76a

Amount from line 37 (adjusted gross Income)

�heck { I&] You were born before January 2, 1952, D Spouse was born before January 2. 1952,

D Blind. } Total boxes L.:._ D Blind. checked ► 39a 1

If your spouse itemizes on a separate return or you were a dual-stalus alien, check here► 39b0 Itemized deductions (from Schedule A) or your standard deduction {see left margin) Subtract line 40 from line 38 Exemptions. If 1,ne 38 is S 155,650 or less, multiply $4,050 by the number on line 6d. Otherwise. see instnictions Taxable Income. Subtract line 42 from line 41. II line 42 is more than line 41, enter -0-Tax (see instructions). Check if any from: a D Form(s) 8814 b 0Form4972 cOAlternative minimum tax (see instructions). Attach Form 6251 Excess advance premium tax credit repayment. Attach Form 6962 Add lines 44, 45. and 46 ►

Foreign lax credit. Attach Form 1116 if required 48 Credit for child and dependant care expenses. Attach Form 2441 49 Education credits from Form 8863, line 19 50 Retirement savings contributions credit. Attach Form 8880 51 Child tax credit. Atlach Schedule 8812, if required. 52 Residential energy credits. Attach Form 5695 53 Other credits from Form: a D 3800 b D 8801 cD 54 ---Add lines 48 through 54. These are your total credits Subtract line 55 from line 47, If line 55 is more than line 47, enter -0· ►

Sell-employment tax. Allach Schedule SE Unreported social security and Medicare tax from Form: a D 4137 b O 8919Additional lax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required Household employment taxes from Schedule H First-time homebuyer credit repayment. Attach Form 5405 if required Health care: individual responsibility (see instructions) Full-year coverage � Ta,ces from: a 0Form 8959 b D Form 8960 c D Instructions; enter code(s)Add lines 56 lhrouqh 62. This is vour lolal tax ►

Federal income tax withheld from Forms W-2 and 1099 64 3,584.

2016 estimated tax payments and amount applied from 2015 return 65 Earned income credit (EICI No 66a Nontaxable combat pay election ·16�b I Additional child tax credit. Attach Schedule 8812 67 American opportunity credit from Form 8863, line 8 68 Net premium la>< credit. Attach Form 8962 . 69 Amount paid with request for extension to file 70 Excess social security and tier 1 RRTA tax withheld 71 Credit for federal tax on fuels. Attach Form 4136 72 Credits from Form: a D 2439 b O � c D 8885 d0 73 Add lines 64, 65, 66a, and 67 through 73. These are your total payments ►

If line 74 is more than line 63, subtract line 63 from line 74. This is the amount you overpaid Amount of line 75 you want refunded to you. If Form 8888 is attached, check here ►□

38

40 41 42 43 44

46 47

55 56 57 58 59

60a 60b 61 62 63

74 75

76a Direct deposit? ► b Routing number I X I X I X i X i X ! X ! X ! X ! X I ► c Type: D Checking D Savings

Ix! x!xixlxlxlx!xlx!xlxlxlxlxlxlxlxl See instructions.

Amount You Owe

Third Party Designee

► d 77

78 79

Account number Amount of line 75 you want applied to your 2017 estimated tax ► 77

Amount you owe. Subtract line 7 4 from line 63. For details on how to pay, see instructions Estimated tax penalty (see instructions) . . . . • . . I 79 j 2 0 3 ,

► 78

Do you want to allow another person to discuss this return with the IRS {see 1nstructons)? D Yes, Complete below. Designee·s name►

Phone no. ►

Personal identification number (PINI ►

106,903.

13,850.

93,053.

8,100.

84,953.

12,585.

12,585.

12,585.

0.

12,585.

3, 584.

9,204.

�No

Sign H

Undo, penalties of perjury. I declafe that I have eKamined this ,01um and accompanying schedule, and statements, and ao 11,. best ol my knowledge and bell&!, they are true, cone<:1, and accurately hst all amounts and sources of income I ,oceived d"nng the laJ< yoar, Oe<;tarahon of prepare, {othe, than taJ<payo!j is bued on all ,nrormat,on of which p1eparer has any knowledge,

ere Your signature Date Your occupation Daytime phone number Jo,nt return? See � consultant instructions. Keep a copy for , Spouse's signature. If a jolnt return, both must sign. Date Spouse's occupation If the IRS sent you an Identity Protection your records, PIN, enter ij

I accountant he,e lseo instf I Paid

Print/Type preparer's name

IPreparer's signature I 0'111(1 Check 0if

11 PTIN

Preparer self-employed

Use Only Firm's name ► Self-Prepared Firm's EIN ► Finn's address► Phone no.

www.irs.gov/form1040 REVDtlM7i-�,.,,, Form 1040 (20161

SCHEDULE D (Form 1040) Capital Gains and Losses

► Attoch to Form 1040 or Form 1040NR.

Depa,tment ol tlte Tieasu,y ► Information about Schedule D and Its separate Instructions Is at www.lrs.gov/scheduled.

lnte,1101 Revenue Seivice (991 ► Use Form 8949 to list your transactions for Ones 1b, 2, 3, Bb, 9, and 10.

0MB No. 1545-0074

�©16 Attachment Sequence No. 12

Nnmo(s) 5hown on return

James P Noble, Jr & Nancy L Madden

Your ■aclal security number

■=Efil■ Short-Term Capital Gains and Losses-Assets Held One Year or Less

See instructions for how to figure the amounts to enter on the lines below. ldl (o)

Proceeds Cost This form may be easier to complete if you round off cents to whole dollars.

(sales price) (or other basis)

1a Totals for all short-term transactions reported on Form 1099-B for which basis was reported lo the IRS and for which you have no adjustments (see instructions). However, if you choose to report all these transactions on Form 8949, leave this line blank and go to line 1b

1b Totals for all transactions reported on Form(s) 8949 with Box A checked

2 Totals for all transactions reported on Form(s) 8949 with Box B checked

3 Totals for all transactions reported on Form(s) 8949 with Box C checked

(g) Adjustments

to gain or loss tram Form(s) 8949, Pan I,

line 2. column (g)

4 Short-term gain from Form 6252 and short-term gain or (loss) from Forms 4684, 6781, and 8824 4

5 Net short-term gain or (loss) from partnerships, s corporations, estates, and trusts from Schedule(s) K-1

6 Short-term capital loss carryover. Enter the amount, if any, from line 8 of your Capital Loss Carryover Worksheet in the instructions

7 Net short-term capital gain or (loss), Combine lines 1 a through 6 in column (h). If you have any long-term capital gains or losses. go to Part II below. Otherwise, go to Part Ill on the back

■@iii■ Long-Term Capital Gains and Losses-Assets Held More Than One Year

See Instructions for how to figure the amounts to enter on the Id) (el

[g) Adjustments

5

6

7

lines below. Proceeds Cost to gain or loss from

lhl Gain or 110111 Subtract column (e) from column {d) and

combine the ,esull Wllh column(g)

(

(h) Gain or (loss) Subtract column I•) f10m column (d) and

)

This form may be easier to complete if you round off cents to (sales price) (or other basis) Form(s) 8949, Pan II, combine the ,esull with whole dollars. line 2, column (g) column(g)

aa Totals for all long-term transactions reported on Form 1099-B for which basis was reported to the IRS and for which you have no adjustments (see instructions). However, if you choose to report all these transactions on Form 8949, leave this line blank and go to line 8b

Sb Totals for all transactions reported on Form(s) 8949 with Box O checked 16,290. 14,694. 1,596.

9 Totals for all transactions reported on Form(s) 8949 with Box E checked

10 Totals for all transactions reported on Form(s) 8949 with Box F checked.

11 Gain from Form 4797, Part I; long-term gain from Forms 2439 and 6252; and long-term gain or (loss) from Forms 4684, 6781, and 8824 11

12 Net long-term gain or (loss) from partnerships, S corporations, estates, and trusts from Schedule(s) K-1 12

13 Capital gain distributions. See the instructions 13 77.

14 Long-term capital loss carryover. Enter the amount, if any, from line 13 of your Capital Loss Carryover Worksheet in the instructions 14 ( )

15 Net long-term capital gain or (loss). Combine lines Ba through 14 in column (h). Then go to Part Ill on the back. 15 1,673.

For Paperwork Reduction Act Notice, see your tax return instructions. BAA Schedule D (Fonn 10401 2016

Form 8949 (2016) Pago2

Namclsf shown on relurn. Name and SSN or taxpayer identilication no. not required 1f oho"'" on olher •ide

James P Noble, Jr & Nancy L Madden

Attachment Sequence No. 12A

Social security number or ta1payer Identification numbor

Before you check Box D, E, or F below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your broker and may even tell you which box to check.

■:)ft#ij■ Long-Term. Transactions involving capital assets you held more than 1 year are long term. For short-termtransactions, see page 1.

Note: You may aggregate all long-term transactions reported on Form(s) 1099-B showing basis was reported to the lRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line Sa; you aren't required to report these transactions on Form 8949 (see instructions).

You must check Box D, E, or F below. Check only one box. If more than one box applies for your long-term transactions, complete a separate Form 8949, page 2, for each applicable box. If you have more long-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need.

18) (D) Long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see Note above)D (E) Long-term transactions reported on Form(s) 1099-B showing basis wasn't reported to the IRSD (F) Long-term transactions not reported to you on Form 1099-B

Adjustment, If any, to gain or Ion. 1 , .., II you enter an amount In column (g), (hi

(a) (bl (c) (di Cost or other basis. enter a code In column (fl. Gain or (loss).

Date sold or Proceeds See the Nole below See the separate Instructions, Subtract column (e) Description ol proper1y Date acquired disposed ol (sales price) and see Column (i,) Imm column (d) and (Example: 100 sh. XYZ Co.) (Mo., day. yr.j (Mo., day, yr.) (see instructions) In the separate Ill (gl combine the result Instructions Code(s) lrom Amounl ol with column (g)

inslrucllons ndjustment

98.01 SH ART!O GLOBAL HIGH/04315J860 08/10/10 12/28/16 817.46 999.30 -181.84

217.CB SH OOJGE I COX !KCCl!E/256210105 03/24/14 12/28/16 2,941.40 3,000. -58.60

143. 94 SH :xl:lGE & cox a;ccME/256210105 03/03/15 12/28/16 1,950.33 1,997.83 -47.50

17 SH E-iRACS ALERIAN MLP/902641646 03/24/14 12/28/16 486.79 668.27 -181.48

28 SH EXXON MOBIL CORP/30231Gl02 06/15/98 05/10/16 2,511.20 799.07 1,712.13

71.59 S� 0.1.K.'IARK iNERNAT:ON/U3838202 08/10/10 11/15/16 1,598.58 1,273.57 325.01

31 SH OAKMARK iNTERNATION/4138382�2 03/24/14 11/15/16 695.38 800. -104.62

J!.51 S� �[OGEW�Rn FJ-�IOCA/16628R615 07/16/14 12/28/16 435.01 468.47 -33.46

53. 5 5H R[DGE'1l:-.f!n FJ·MIOCA 76628R6l5 08/10/10 12/28/16 874.96 680.03 194. 93

8 SH SPDR DJ WILSHIRE IN/78463X863 08/14/14 12/28/16 283.39 355.44 -72,05

8 SH SPDR DJ WILSHIRE IN/78463X863 08/15/14 12/28/16 283.39 356.44 -73.05

6 SH SPDR DJ WILSHIRE IN/7846JX863 08/18/14 12/28/16 212.54 268.90 -56.36

52. 18 S� TOUCHSTONC: S:-IA:L CA/8�!5SE2i6 03/06/13 12/28/16 928.23 966.90 -38.67

42.2 SH \'OYA REAL ESTAE FU n913K5S5 08/10/10 12/28/16 810.68 559.93 250.75

2 Totals. Add the amounts in columns (d), (e), (g). and (h) (subtract negative amounts). Enter each total here nnd include on your Schedule D. line 8b (if B011 D above is checked), line 9 (if Box E above is checked), or line 1 O (if Box F above is checked) ► 14,829.34 13,194.15 1,635.19

Note: If you checked Box D above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an adjustment in column (g) to correct the basis. See Column (g) in the separate instructions for how to figure the amount of the adjustment.

Form 8949 (2016)

Form 89,19 (2016) Attachment 6equonco No. 12A Page2

Nmn�(s) �hown on return. Name and SSN or IJ•payer idenllflc:at,on no, not requ11ed ii shown on other side Social security number or taapoyer ldenlllicalion number

James P Noble, Jr & Nancy L Madden

Bofore you check Box D, E, or F below, see whether you received any Form(s) 1099-B or substitute statemenl(s) from your broker. A substitute statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your broker and may even tell you which box to check.

■:ffl;jj■ Long-Term. Transactions involving capital assets you held more than 1 year are long term. For short-termtransactions, see page 1.

Note: You may aggregate all long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line Sa; you aren't required to report these transactions on Form 8949 (see instructions).

You must check Box D, E, or F below. Check only one box. If more than one box applies for your long-term transactions, complete a separate Form 8949, page 2, for each applicable box. If you have more long-term transactions than will fil on this page for one or more of the boxes, complete as many forms with the same box checked as you need,

I&] (D) Long-term transactions reported on Form(s) 1099-8 showing basis was reported to the IRS (see Note above)

O IE) Long-term transactions reported on Form(s} 1099-B showing basis wasn't reported to the IRS

D IF) Long-term transactions not reported to you on Form 1099-B

1

Adfustment, II any, to gain or loss.

(el If you enter ao amount in column {g). (hi

{al (bl (c) (di Cost or other basis. enlar a code ,n column (0. Gain or (IDHI,

Dttscription of property Dale acquired Date sold or Proceeds See the Noto below See the separate ln1truclion,. Subtracl column (e)

(Example: 100 sh. XYZ Co.) (Mo., day, yr.) disposed of (sales price) and see Column (e) (I)

lrom column (d) and IMO .. day, yr.) (soe Instructions) In lhe separato (gl combine the result

instructions Code(s) from Amount of wilh column (g) instruclions adjustment

73.4 SH wms ?ARGO ADV E:--tG 94975P75J 08/10/10 11/15/16 1,460.58 1,500. -39.42

2 Totels. Add the amounts in columns (d}, (e), (gl, and (h) (subtract negative amounts). Enter each total here and include on your 11

Schedule D, line 8b (ii Box D above Is checked), line 9 (if B011 E above is checked], or line 10 fif Box F above is checked]► 1,460.58 1,500. -39.42

Note: II you checked Boll D above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an adjustment in column (g) to correct the basis. See Column (g} In the separate Instructions for how to figure the amount of the adlustment.

Form 8949 {2016)

REV01�l7-0111DII>

SchBdule E (Form 1040) 2016 A11�chmenl Sequence No. 13 Page2 Name(s) shown on rolurn. Do no! enter name and social socurt1y nurnber if shown on othor side, Your social aocurity number James P Noble, Jr & Nancy L Madden

Caution: The IRS compares amounts reported on your tax return with amounts shown on Scheduie(s) K-1. ■RfGij■ Income or Loss From Partnerships and S Corporations Note: If you report a loss from an at-risk activity for which

any amount is not at risk, you must check lhe box in column (el 011 line 28 and attach Form 6198. See instructions. 27 Are you reporting any loss not allowed in a prior year due to the at-risk, excess farm loss, or basis limitations, a prior year

unallowed loss from a passive activity (if that loss was not reported on Form 8582), or unreimbursed partnership expenses? If you answered "Yes," see instructions before completin, 1 this section,

28 (al Nnmo lb) Enter P lor lc) Chock If partnership: S foreign

for S corporation partnership (d) Employer identification

number

□ 181 Yes X No(e) Chock If

any amount isnot at risk

A Phil Noble ' Associates, Inc. s □ D B □ D C D D D □ D

Passive Income and Loss Nonpassive Income and Loss (fl Passive loss allowed 1111 Passive income (hi Nonpassive loss (11 Section 179 expense II) Nonpasslve income

(attach Form 8582 If required) from Schedule K•1 lrom Schedule K•1 deduction 1rom Form 4562 from Schedule K-1 A 52,196.

B C

D

29a Totals I --- - 52,196. b Totals I

30 Add columns (g) and 0) of line 29a 30 52,196. 31 Add columns (f), (h), and (i) of line 29b 31 ( 32 Total partnership and S corporation income or (loss). Combine lines 30 and 31. Enter the

result here and include in the total on line 41 below 32 52,196. . . Income or Loss From Estates and Trusts

33 (al Name (bl Employer ldenUflcation number

A

B Passive Income and Loss Nonpassive Income and Loss

(cl Passive deduction or loss allowed (d) Passive Income (el Deduction or loss Ill Other Income from (attach Form 8582 if required) from Schedule K-1 from Schedule K•1 Schedule K•1

A B 34a Totals I

b Totals I 35 Add columns (d) and (f) of line 34a 35 36 Add columns (c) and (e) of line 34b 36 (

37 Total estate and trust income or (loss). Combine lines 35 and 36. Enter the result here and include in the total on line 41 below 37

l!!,,:1.iaua Income or Loss From Real Estate Mortgage Investment Conduits (REMICs) Residual Holder

38 (bl Employer identification (cl Excess inclusion from (d) Taxable Income (not Ion) (e) Income from (oJName number

Schedules 0, line 2c lrom Schedules 0, I..,, 1b Schedules O, line 3b {see instructions)

39 Combine columns (d) and (e) onlv. Enter the result here and include in the total on line 41 below 39 ■!J;r.111.f .. Summary

40 Net farm rental income or (loss) from Form 4835. Also, complete line 42 below 40

41 Total income or �osst. Combine lines 26, 32, 37, 39, and 40. Enter lhe result here and on Form 1040, ine 17, or Form 1040NR, line 18 ► 41 52,196.

42 Reconciliation of farming and fishing income. Enter your gross farming and fishing income reported on Form 4835, line 7; Schedule K-1 (Form 1065), box 14, code B; Schedule K-1 (Form 11205), box 17, code V; and Schedule K-1 (Form 1041), box 14, code F (see instructions) 42

43 Reconciliation for real estate professionals. If you were a real estate professional (see instructions). enter the net income or (loss) you reported I

anywhere on Form 1040 or Form 1040NR from all rental real estate activities in which vou materiallv oarticipated under the passive activity loss rules 43

)

l

Schedule E (Farm 104012018