United States Tax Court
Estate of Frazier Jelke, III, Deceased, Wachovia Bank, N.A. (formerly know as First Union National Bank), Personal Representative, v. Commissioner of Internal Revenue
Docket No. 3512-03
Trial held before Joel Gerber in Miami, Florida, December, 2003
Charles T. McCord and Mary S. McCord, Donors v. Commissioner of Internal Revenue
Docket No. 7048 F00
Trial held before Judge Foley in Houston, Texas in May, 2001. Decision 2003.
Estate of Gladys Cook v. Commissioner of Internal Revenue
Docket No. 15284-99
Trial held before Judge Gerber in Houston, Texas in July, 2001.
Estate of Beatrice Ellen Jones Dunn, Deceased, Jesse L. Dunn III, Independent Executor v. Commissioner of Internal Revenue
Docket No. 2312-95
Trial held before Judge Gale in Houston, Texas in June, 1996. Decision rendered January, 2000. Case appealed to United States Court of Appeals for the Fifth Circuit. August 1, 2002, Decided.
Estate of Frank M. DiSanto v. Commissioner of Internal Revenue
Docket No. 10344-097
Trial held before Judge Colvin in Columbia, South Carolina in December, 1998.
Estate of James Scribner v. Commissioner of Internal Revenue
Trial held before Judge Colvin in Jackson, Mississippi in January, 1998.
Case settled post-trial.
Estate of Corbin Robertson v. Commissioner of Internal Revenue
Trial held before Judge Gale in Houston, Texas in November, 1996.
Case settled post-trial.
In the District Court of Harris County, Texas 312th Judicial District
In the matter of the marriage of R.E.D. and S.C.D. No. 2006-41478, May 2007
United States Bankruptcy Court Eastern District of Louisiana
OCA, Inc. v. OCA International, LLC, Gimili Enterprises, LLC, and Bartholomew F. Palmisano, Sr., Chapter 11
Case No. 06-10179(B), August 2007
United States Court of Federal Claims
Estate of Floyd E. Jones, Deceased, Hubert L. Jones, Independent Executor v. The United States
Case settled before trial in 2006
U.S. District Court for the Western District of Pennsylvania
Sidney E. Smith, et al v. United States of America
Non-testifying expert for Taxpayer
U.S. District Court for the Middle District of Louisiana
Estate of Douglas Manship, et al v. United States of America
Rebuttal expert
280th District Court of Harris County, Texas (2005)
Houston Saba, L.P. v. Kenneth B. Meyer, et al In the 280th District Court of Harris County, Texas
Case settled before trial
United States District Court for the Western District of Louisiana
William C. Rasberry, J. and Doris Gayden Rasberry Jones, as Co-Executors of the Estate of Helen R. Rasberry v. United States of America; No. CV02-1972-S: U.S. District Court, Western District of Louisiana
Case settled before trial
United States District Court for the Middle District of Tennessee, Nashville Division
Comalloy International Corporation, a Delaware Corporation and Exxon Corporation, a New Jersey Corporation, Plaintiffs/Counterdefendants v. Paul J. Fenelon and Ronald M. Sohr, Defendants/Counterplaintiffs
Civil Action No.: 3-93-0087
Judge Trager, Magistrate Brown, Jury Demand
Jury trial held in Nashville, Tennessee in February and March 2001.
District Court, City and County of Denver - State of Colorado
Preston, Reynolds & Co., Inc. v. The John R. Behrmann Revocable Trust
Case No. 00 CV 5704
Fair value of shares under Colorado's Dissenter's Rights Act 2001.
127th Judicial District Court of Harris County, TX
Gyrodata Incorporated v. Baker Hughes Incorporated and Baker Hughes Inteq
Fair market value of technology of the plaintiff
November, 2001.
Case settled before trial.
United States Bankruptcy Court for the Northern District of Texas - Dallas Division
Grady Henry Vaughn, III, Debtor - Case No. 393-36940-HCA-11
Value of equity securities of Chama Land & Cattle Company.
151st Judicial District Court of Harris County, Texas
One Call Systems, Inc. v. Houston Lighting & Power Co., et al.
Damage calculation from loss of business.
127th Judicial District Court of Harris County, TX
Texas Oil Company, Inc. v. Tenneco, Inc., Morgan Stanley & Co., Inc. and Seagull Energy Corp.
Fair market value of Houston Oil & Minerals Co. when acquired by Seagull Energy Corp.
United States District Court for the Southern District of Texas - Houston Division
Jay H. Golding and Patrick Bromley v. Falcon-Seaboard Oil Company
(1) Determination of fair market value of company, (2) determination of fairness of value and amount of warrants received as compensation for financial risk and (3) industry standards of conduct for investment banker acting as agent in arranging debt financing.
Sioux Ltd. (Subsidiary of Rapada Corporation) Securities Litigation Civil Action No. MDL-592
Fair market value of preferred stock.
80th District Court of Harris County, Texas
Van C. DeWitt v. Energy Service Co., Inc., et al
Determination of reasonable allocation of incentive equity to management of a new venture.
United States Federal Bankruptcy Court for the Southern District of Texas - Houston Division
Voss 10, Ltd., A Texas Limited Partnership, Debtor, First RepublicBank Dallas, N.A., v. Voss 10, Ltd., A Texas Limited Partnership
Reasonableness of Plan of Reorganization submitted by debtor.
Probate Court No. 3 of Dallas County, Texas
R. Clay Underwood and River Oaks Trust Company, Co-Administrators of the Estate of Dorothy J. Warren v. Quest Microwave Companies, Harold J. Erbs, et al.
Fair market value of long distance microwave telecommunications company.
342nd Judicial District Court of Tarrant County, Texas
Fossett Corporation v. Marvin Gearhart, et al.
Review of price and terms of merger of public company in shareholders' suit.
District Court of Harris County, Texas - 113th Judicial District
Harold A. Odom, Jr. v. General Homes Consolidated Companies, Inc., et al.
Fair market value of restricted securities.
United States District Court for the Northern District of Texas - Dallas Division
Engra, Inc. v. Morris T. Gabel, et al.
Damage determination relating to fair market value of an enterprise.
United States Federal Bankruptcy Court
Freedom-America's Store, Inc. f/k/a/ Gibson Products Co., Inc. of Baytown, Official Unsecured Creditors Committee v. Beth Howard, et al.
Determination of solvency of borrower at the date of a loan later going into default.
United States Federal District Court
Centel Communications Company, Inc. et al (Fisk Telephone) v. Commissioner of Internal Revenue
Fair market value of warrants.
Various State and Federal Courts
Chinook Company v. Nucorp Energy, Inc.
Fair market value of an enterprise.
District Court of Harris County, Texas - 246th Judicial District
Patsy C. Rogers v. Jack D. Rogers
Fair market value of various enterprises for purposes of marital dissolution.
District Court of Harris County, Texas - 270th Judicial District
Ronald E. Lee, Jr., et al v. Sutherland Properties, Inc.
Fair value of shares to be repurchased in an appraisal proceeding pursuant to the Texas Business Corporation Act.
District Court of Harris County, Texas - 26th Judicial District
Shirley J. Shipley v. Lawrence W. Shipley, Jr.
Fair market value of an enterprise for purposes of marital dissolution.
District Court of Harris County, Texas - 11th Judicial District
Ronald E. Lee, Jr., et al v. Sutherland Properties, Inc.
Fair value of shares to be repurchased in an appraisal proceeding pursuant to the Texas Business Corporation Act.
District Court of Harris County, Texas - 308th Judicial District
Marilyn Joy Kurio v. Arthur Lee Kurio
Fair market value of an enterprise for purposes of marital dissolution.
High Court of Justice (Great Britain) - Chancery Division
James Cayne, Munro Bank v. Global Natural Resources, PLC.
Fairness to the shareholders of merger of a corporation into Global Natural Resources.
United States District Court for the Southern District of Ohio
Marvin L. Warner v. Global Natural Resources, PLC.
Fairness to the shareholders of merger of a corporation into Global Natural Resources.
Arbitration
Texas Meridian Resources
Value of Class C Convertible Preferred Interest in publicly-traded master limited partnerships.
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