| U.S. TAX
COURT |
| Becker Holding Corproation and Subsidiaries and
R. William and Mary Ann Becker v. Commissioner |
U.S. Tax Court
T.C.M. 2004-58 |
Corporate Income Tax |
| Thomas H. Holman, Jr. v. Commissioner |
U.S. Tax Court |
Gift Tax |
| Final Account of the Estate of Harry Winston |
Surrogate's Court of Westchester County, NY |
Estate Settlement Dispute |
| Estate of Esther B. Bassler v. Commissioner |
U.S. Tax Court |
Estate Tax Valuation |
| Estate of Sylvia Gore v. Commissioner |
U.S. Tax Court |
Estate and Gift Tax |
| Clarissa W. Lappo v. Commissioner |
U.S. Tax Court T.C.M. 2003-258 |
Gift Tax Valuation |
| Estate of Charles A. Borgatello v. Commissioner |
U.S. Tax Court T.C.M. 2000-264 |
Estate Tax |
| Estate of Frank M. DiSanto v. Commissioner |
U.S. Tax Court T.C.M. 1999-421 |
Estate Tax |
| Estate of Grace J. DiSanto v. Commissioner |
U.S. Tax Court T.C.M. 1999-421 |
Estate Tax |
| Estate of Helen J. Smith v. Commissioner |
U.S. Tax Court T.C.M. 1999-368 |
Estate Tax |
| Estate of Lucile M. McCormick et al. |
U.S. Tax Court |
Estate and Gift Tax |
| Estate of Harry S. Leyman v. Commissioner; 40
T.C. 100 |
Tax Court of the U.S. |
Estate Tax |
| Richard J. Heaton v. Commissioner |
U.S. Tax Court |
Gift Tax Valuation |
| The Estate of Joseph H. Lauder v. Commissioner |
U.S. Tax Court T.C.M. 1992-736 |
Estate Tax Valuation |
| Estate of Saul R. Gilford v. Commissioner of
Internal Revenue Service |
Tax Court of U.S. 88 TC No. 4 |
Valuation of Restricted Stock |
| Thelma G. Haynes et al. v. Commissioner |
Tax Court of U.S. Stipulated Decision |
Valuation |
| Sol Koffler v. Commissioner of Internal Revenue
Service; Doc. |
Tax Court of U.S. 78 TC 159 |
Valuation |
| Estate of J.E. Salsbury v. Commissioner; T.C.
Memo 1975-333 |
Tax Court of the U.S. |
Valuation |
| Roberts Trusts v. Commissioner T.C. Memo 1970-57 |
Tax Court of the U.S. |
Valuation |
| Kershaw Manufacturing Co. Inc. v. Commissioner;
Memo 1961-98 |
Tax Court of the U.S. |
Valuation |
| North American Phillips Co., Inc. v.
Commissioner; T.C. Memo 1962-284 |
Tax Court of the U.S. |
Valuation |
| ESTATE TAX |
| Estate of Edith Swan Ct. hearing relative to
distribution of assets |
Knox County Chancery Court |
Estate Tax |
| Central Trust Co. & A.E. Heekin, Jr., Exrs.,
v. U.S.; 305 F2d 393 (1962) |
U.S. Court of Claims |
Estate Tax |
| Estate of Gotleib Kittelberger |
Monroe County, New York Surrogate Court |
Estate Tax |
| First Trust Co. & Karl Goetz, Exrs., v. U.S.;
3 AFTR 2d 1726 59-1 USTC Para 11,843 |
U.S.District Court Wn District, Missouri |
Estate Tax |
| Estate of Edward Forman |
Monroe County, New York Surrogate Court |
Estate Tax |
| DISSENTING
SHAREHOLDER |
| Walsh v. Walsh |
Superior Court of New Jersey Chancery Division: Hudson County
New Jersey |
Fair Value |
| The Peoples Bank v. J. Dan Blitch, III |
Superior Court of Barrow County State of Georgia File No.
98CV-38-X |
Dissenting Shareholder |
| McNulty v. Computing Ability, Inc., et al. |
Superior Court of New Jersey Chancery Division: Morris County |
Court-appointed appraiser ; Shareholder dispute |
| Shinn v. United Crane, et al. |
Superior Court of New Jersey Chancery Division: Union County |
Dissenting Shareholder |
| Celleri v. Sullivan and Chemical Compounds, Inc. |
Superior Court of New Jersey Chancery Division: Sussex County |
Deadlocked Corporation; Court-appointed appraiser |
| Wiedle v. Frederick P. Clark & Associates, et
al. |
Westchester County, NY Supreme Court |
Shareholder Buy-out |
| Caduceus Medical Publishers, Inc. and Cory
Kupersmith |
Judicial Arbitration and Mediation Services, Inc. |
Dissenting Stockholder |
| Dubin v. ONeil and Kasper, Inc. |
Superior Court of New Jersey Chancery Division: Morris County |
Deadlocked Corporation; Court-appointed Appraiser |
| York Barbell Company, Inc. v. Estate of Michael
Dietz, and Estate of Robert C. Hoffman |
Court of Common Pleas of York County, Pennsylvania No.
90-SU-04098-08 |
Valuation |
| Gladys Maier, as Executrix of the Estate of Edwin
Maier, v. Maier-Schule GMC, Inc. |
Supreme Court, State of New York |
Fair Value |
| The Walter S. Cheesman Realty Company v.
Dissenting Stockholder |
District Court City & County of Denver, Colorado |
Valuation |
| Lloyd A. Ferreira v. Nucleus Corp. Ptd. Ltd. et
al. |
U.S. District Court Southern District of New York |
Valuation |
| William R. Fleischer v. Gift Pax, Inc. |
Supreme Court State of New York |
Valuation |
| Confair Bottling Co., Inc. Ct. hearing for
approval of sale of majority controlling block of stock |
Lycoming County, Pennsylvania |
Valuation |
| R. Kason Keiger v. Mid-Continent Telephone Corp. |
North Carolina Superior Court |
Valuation |
| Bailey v. Meister Brau, Inc. et al. |
U.S. District Court No. District of Illinois, Eastern Division
|
Valuation-Analysis of Past and Project Operating Results |
| Craddicks v. Layne & Bowler |
Court of Chancery State of Delaware |
Valuation |
| Allen et al. v. H.K. Porter, Inc. |
U.S. District Court District of Colorado |
Valuation |
| Datex Corporation v. Spaulding |
California Superior Court County of Los Angeles |
Valuation |
| Yellow Transit Freight Lines, Inc.; Merger
Watson-Wilson Transportation System, Inc. Docket No. MC-F-9554 |
Interstate Commerce Commission |
Valuation |
| Betty Norma Leschen Phelps et al. v. The
Watson-Stillman Co. |
St. Louis Circuit Court State of Missouri |
Shareholder Dispute |
DIVORCE
|
| Anzalone v. Anzalone |
Luzerne County, Pennsylvania |
Divorce Case |
| Goldman v. Goldman |
Delaware County (Ohio) Common Pleas Court |
Divorce Case |
| Eddy v. Eddy |
Case No. 85D13821 Circuit Court of Cook County, Illinois |
Valuation |
| Corr v. Corr |
Case No. A860144 Hamilton County, Ohio |
Valuation |
| MISCELLANEOUS |
| Boatmans First Natl. Bank of Kansas
City, Plaintiff v. United States of America |
U.S. District Court, Western Section of Missouri Case No.
87-0809 CV-W-1 |
Valuation |
| Klink et al. v. Snell et al. |
Circuit Court for the County of Ingham, Michigan |
Valuation |
| Autogiro Co. of America v. U.S. (Trial
Judges Decision File 10/13/75) |
U.S. Court of Claims |
Delay Damages |
<
| R.L. McNeil, Jr. & H.S. McNeil v. Board of
Assessment |
Montgomery County, Pennsylvania, Court of Common Pleas |
Valuation (Blockage) |