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Kota stock to his brother and his brother's family, as follows:
Relationship of Number Value
Transferee Transferee to Decedent of Sharesof Shares
George Brother 542 $19,999.80
Barbara Sister-in-law 542 19,999.80
James Nephew 542 19,999.80
Jerome Nephew 542 19,999.80
Kim Nephew 542 19,999.80
Jan McCann Niece 542 19,999.80
Francine Cook Niece 542 19,999.80
George IV Grandnephew 325 11,992.50
William Grandnephew 325 11,992.50
325163,983.60
Total
Although George transferred shares of Minn-Kota to his
children and to his children's families on this same day, George
did not transfer any shares of Minn-Kota to any members of
decedent's family.
1995 Transfers of Sigco Stock
On January 3, 1995, in addition to transferring shares of
Sigco to members of his own family, decedent made the following
transfers5 to members of his brother's family:
Relationship of Number Value
Transferee Transferee to Decedent of Sharesof Shares
Jody Nephew 2.22 $19,980
Holly Niece by marriage 2.22 19,980
William Grandnephew 1.81 16,290
Total 56,250
On the same day, George made the following transfers of
5Decedent's wife consented to have the transfers (including
generation-skipping transfers) made by decedent during 1995
considered as made one-half by each. See sec. 2513(a).
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Last modified: May 25, 2011