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From July 21, 1986, to September 30, 1986--
Voting Nonvoting Voting
Common Common Preferred
Shareholder Shares % Shares % Shares %
Petitioner 2,340.00 46.80 2,340.00 46.80 5,616.00 46.80
H.H. Kosman 197.50 3.95 197.50 3.95 474.00 3.95
Diana Kosman 181.00 3.62 181.00 3.62 434.40 3.62
Ann Burkholder 361.50 7.23 361.50 7.23 867.60 7.23
H.D. Kosman 1,920.00 38.40 1,920.00 38.40 4,608.00 38.40
Trust
From October 1, 1986, to March 31, 1987--
Voting Nonvoting Voting
Common Common Preferred
Shareholder Shares % Shares % Shares %
Petitioner 413.51 8.27 -- 0.00 5,616.00 46.80
H.H. Kosman 1,900.00 38.02 197.50 3.95 474.00 3.95
Diana Kosman 181.00 3.62 1,462.54 29.25 434.40 3.62
Ann Burkholder 584.58 11.69 1,419.96 28.40 867.60 7.23
H.D. Kosman 1,920.00 38.40 1,920.00 38.40 4,608.00 38.40
Trust
After March 31, 1987--
Voting Nonvoting Voting
Common Common Preferred
Shareholder Shares % Shares % Shares %
Petitioner 65.10 1.30 -- 0.00 4,991.23 41.59
H.H. Kosman 1,900.91 38.02 197.50 3.95 474.00 3.95
Diana Kosman 181.00 3.62 1,462.54 29.25 964.40 8.04
Ann Burkholder 932.99 18.66 1,419.96 28.40 962.37 8.02
H.D. Kosman 1,920.00 38.40 1,920.00 38.40 4,608.00 38.40
Trust
13. Gift Tax Returns, Notice of Deficiency, and Respondent's
Amended Answer
On her 1986 and 1987 gift tax returns, petitioner reported
that the fair market value of Kosman, Inc., stock was $125.63 per
share on September 30, 1986, and $153.62 per share on March 31,
1987.
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