- 9 - Lorrie Irrevocable Trust 79 790,000 Mark 79 765,000 Mark Irrevocable Trust 79 790,000 David 79 740,000 David Irrevocable Trust 79 790,000 Paul Irrevocable Trust 158 1,530,000 Trusts created by the Schwan children 0 175,000 TOTAL 7,610 38,550,000 The relevant directors and officers of SSE as of that date were Alfred, Adrian J. Anderson, and Donald M. Miller. The record additionally reflects that, as of decedent’s date of death, Alfred and Lawrence were the trustees of the 1992 Trust, the 3G Trust, and the Foundation. The trustees for the Children’s Trusts and the Grandchildren’s Trust appear to have been Alfred, Lawrence, and Elton Huebner. The named executors of the Estate were Lawrence, Mark, and Paul. In December of 1993, the 5,076 voting and 25,910,000 nonvoting shares of SSE held by the 1992 Trust were transferred to the Foundation. Thereafter, on August 4, 1994, a document entitled “Amendment to Agreement” (the 1994 Amendment) was executed by Alfred and Lawrence in their capacities as trustees of the Foundation, by Alfred and Lawrence in their capacities as trustees of the 1992 Trust, by Lawrence in his capacity as executor of the Estate, and by Donald on behalf of SSE. The 1994 amendment recited:Page: Previous 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Next
Last modified: May 25, 2011