U.S. District Court, Western District of Texas, San Antonio Division
K3C, Inc., and Sierra Industries, Inc. Plaintiffs, V. Bank of America, N.A., Defendant and Counter-Plaintiff, V. K3C, Inc., Sierra Industries, Inc., and Mark Huffstutler Counter-Defendants; Civil Action No. SA 03CA0557
Opined regarding the interest rate environment and adequacy of disclosure regarding a "Knockout Swap" transaction.
U.S. Tax Court
Estate of Esther B. Bassler, Deceased, Patricia S.
Houtz and National City Trust Company, Co-Personal Representatives,
Petitioner, v. Commissioner of Internal Revenue Service - Docket No. 3532-02
Respondent; in the United States Tax Court. Valuation of a limited partnership interest in a family limited partnership.
District Court of Harris County, Texas - 295th Judicial District
Petris Technology, Inc. v. Science Applications International Corporation and Halliburton Company
Valuation of an e-commerce business serving the oil and gas acquisition and divestiture market.
U.S. Tax Court
Estate of Oliver W. Schneider, Jr., Deceased, Oliver W. Schneider III, and Tracy L. Morris, Executors, v. Commissioner of Internal Revenue - Docket No. 2362-01
Issue was the valuation if a minority and noncontrolling block of stock of a diversified manufacturing and distribution company primarily engaged in the manufacturing of component parts for original automobile equipment manufacturers.
United States Court of Federal Claims
No. 97-190T; Succession of Betty Felix Helis v. United States of America
Determination of the fair value of the common stock of an exploration and production company.
Judicial District of Comal County, Texas - 274th Judicial District
No. C99-048C; A. Robert Maxwell v. John R. Weisman, Individually and as General Partner of Flying "W" Properties, Ltd., and Flying "W" Properties, Ltd., a Texas Limited Partnership
Determination of the fair value of the common stock of a highway construction contractor with a quarry operation.
Probate Court Harris County, Texas
No. 276,815-404; Estate of J. Howard Marshall, II, Deceased; In Probate Court, No. 3 of Harris County, Texas
Fair market value of the common stock of a holding company owning primarily common and preferred stock of a diversified refining, gas gathering energy trading company.
U.S. Tax Court
Estate of Artemus D. Davis, Deceased v. Commissioner of Internal Revenue - Docket No. 9337-96
Determination of the fair market value of the common stock of a holding company owning primarily a large block of publicly traded stock.
Probate Court - Harris County, Texas
Fair market value of limited partnership interests in a manufacturer of air conditioners and furnaces.
District Court of Harris County, Texas - 164th Judicial District
Michael J. Tedesco v. Innovo, Inc., Innovo Group, Inc., Rick Binet and Patricia Anderson Lasko, f/k/a Patricia M. DeAlejandro
Determination of the fair market value of an option to purchase common stock of a manufacturer and marketer of a broad line of sports-licensed bags and backpacks.
Circuit Court of Tennessee for the Thirtieth Judicial Court of Memphis
Diane Davis Latimer v. Roy Thomas Latimer, Sr. - No. 137384-2 T.D.
Determination of the fair market value of the common stock of a holding company primarily owning large blocks of publicly traded securities in a supermarket chain and an insurance company.
District Court of Harris County, Texas - 129th Judicial District
Edwin E. Dunnam v. Fish Engineering and Construction, Inc. - Cause No. 87-019495
Determination of the fair value of the preferred and common stock of an engineering and construction company.
District Court of Harris County, Texas - 189th Judicial District
Garry Garrison v. Daniel Floeck, C. A. No. 87-52106.
Determination of the fair market value of the common stock of a retail automobile parts company.
District Court of Harris County, Texas - 269th Judicial District
George Harris v. Raymond Corporation and N. J. Malin & Associates, Inc.
Determination of the fair market value of a material handling dealership.
U. S. Tax Court
Estate of Samuel I. Newhouse, Deceased, v. Commissioner
Allocation of value among classes of securities in a multibillion dollar newspaper and magazine publishing company.
U. S. District Court for the Southern District of Texas, Houston Division
Civil Action No. H-88-1071, William J. Carden v. Wespac Investors Trust
Fairness to the Shareholders of a publicly traded Real Estate Investment Trust of the terms of a loan agreement.
U. S. Tax Court
Centel Communications Company, Inc.; Lloyd K. Davis, et al and Fisk Electric Company v. Commissioner
Opinion relating to the financial relationship between a parent company and its subsidiary.
District Court of Harris County, Texas - 125th Judicial District
Determination of damages based on the fair market value of stock in a producer of cedar fiber oil and related products.
Circuit Court of the Fourth Judicial Circuit, Duval County, Florida
Fair market value of stock of a diversified holding company engaged in paper and forest products, public utilities, sugar growing and refining, and investments in marketable securities.
Suffolk (Massachusetts) Superior Court in Equity
Rate of return for a professional sports organization.
U. S. District Court, District of Massachusetts
Pension Benefit Guaranty Corporation.
Methodology of fair market valuation involving shoe findings manufacturers.
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