-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: keymaster@town.hall.org Originator-Key-Asymmetric: MFkwCgYEVQgBAQICAgADSwAwSAJBALeWW4xDV4i7+b6+UyPn5RtObb1cJ7VkACDq pKb9/DClgTKIm08lCfoilvi9Wl4SODbR1+1waHhiGmeZO8OdgLUCAwEAAQ== MIC-Info: RSA-MD5,RSA, RZgMWNc6SCFYToIeTQ7jxKiDFYt9bOr+3rVEUl8YT9SOx139DRdZP6miMY5OcXL9 2spdkH7Kb6AaFtJ8FdylnA== 0000004457-94-000041.txt : 19941220 0000004457-94-000041.hdr.sgml : 19941220 ACCESSION NUMBER: 0000004457-94-000041 CONFORMED SUBMISSION TYPE: SC 13D/A PUBLIC DOCUMENT COUNT: 4 FILED AS OF DATE: 19941219 SROS: NASD SROS: NYSE SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: AMERCO /NV/ CENTRAL INDEX KEY: 0000004457 STANDARD INDUSTRIAL CLASSIFICATION: MOTOR VEHICLES & PASSENGER CAR BODIES [3711] IRS NUMBER: 880106815 STATE OF INCORPORATION: NV FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: SC 13D/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-39669 FILM NUMBER: 94565308 BUSINESS ADDRESS: STREET 1: 1325 AIRMOTIVE WY STE 100 CITY: RENO STATE: NV ZIP: 89502 BUSINESS PHONE: 7027860488 MAIL ADDRESS: STREET 1: 1325 AIRMOTIVE WAY STREET 2: SUITE 100 CITY: RENO STATE: NV ZIP: 89502 FORMER COMPANY: FORMER CONFORMED NAME: AMERCO DATE OF NAME CHANGE: 19770926 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: AMERCO /NV/ CENTRAL INDEX KEY: 0000004457 STANDARD INDUSTRIAL CLASSIFICATION: MOTOR VEHICLES & PASSENGER CAR BODIES [3711] IRS NUMBER: 880106815 STATE OF INCORPORATION: NV FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: SC 13D/A BUSINESS ADDRESS: STREET 1: 1325 AIRMOTIVE WY STE 100 CITY: RENO STATE: NV ZIP: 89502 BUSINESS PHONE: 7027860488 MAIL ADDRESS: STREET 1: 1325 AIRMOTIVE WAY STREET 2: SUITE 100 CITY: RENO STATE: NV ZIP: 89502 FORMER COMPANY: FORMER CONFORMED NAME: AMERCO DATE OF NAME CHANGE: 19770926 SC 13D/A 1 SCHEDULE 13D AMENDMENT NO. 8 1 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13D UNDER THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. 8)* AMERCO - --------------------------------------------------------------------- (NAME OF ISSUER) Common Stock, $0.25 par value per share - --------------------------------------------------------------------- (TITLE OF CLASS OF SECURITIES) 023586100 - --------------------------------------------------------------------- (CUSIP NUMBER) Gary V. Klinefelter, Esq. 2727 North Central Avenue Phoenix, Arizona 85021 (602) 263-6671 - --------------------------------------------------------------------- (NAME, ADDRESS AND TELEPHONE NUMBER OF PERSON AUTHORIZED TO RECEIVE NOTICES AND COMMUNICATIONS) November 10, 1994 - --------------------------------------------------------------------- (DATE OF EVENT WHICH REQUIRES FILING OF THIS STATEMENT) If the filing person has previously filed a statement on Schedule 13G to report the acquisition which is the subject of this Schedule 13D, and is filing this schedule because of Rule 13d-1(b)(3) or (4), check the following box [ ]. Check the following box if a fee is being paid with this statement [ ]. (A fee is not required only if the filing person: (1) has a previous statement on file reporting beneficial ownership of more than five percent of the class of securities described in Item 1; and (2) has filed no amendment subsequent thereto reporting beneficial ownership of less than five percent of such class. See Rule 13d-7.) Note: Six copies of this statement, including all exhibits, should be filed with the Commission. See Rule 13d-1(a) for other parties to whom copies are to be sent. - -------------------- *The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). (The Exhibit Index is located on Page 19) 2 AMENDMENT NO. 8 TO SCHEDULE 13D PURSUANT TO RULE 13d-2 OF THE GENERAL RULES AND REGULATIONS UNDER THE SECURITIES EXCHANGE ACT OF 1934, AS AMENDED A group consisting of EJOS, Inc., an Arizona corporation ("EJOS"); Edward J. Shoen; M.V.S., Inc., a Nevada corporation ("M.V.S."); Mark V. Shoen; Japal, Inc., a Nevada corporation ("Japal"); James P. Shoen; Pafran, Inc., a Nevada corporation ("Pafran"); Paul F. Shoen; Sophmar, Inc., a Nevada corporation ("Sophmar"); Sophia M. Shoen; and The AMERCO Employee Savings and Profit Sharing and Employee Stock Ownership Trust ("The ESOP Trust") filed a Schedule 13D with the Securities and Exchange Commission (the "Commission") on May 21, 1992 (the "Original Schedule 13D"). The Original Schedule 13D was amended by Amendment No. 1 filed with the Commission on August 21, 1992, Amendment No. 2 filed with the Commission on April 19, 1993, Amendment No. 3 filed with the Commission on June 12, 1993, Amendment No. 4 filed with the Commission on September 17, 1993, Amendment No. 5 filed with the Commission on April 25, 1994, Amendment No. 6 filed with the Commission on May 31, 1994, and Amendment No. 7 filed with the Commission on September 9, 1994. This Amendment No. 8, pursuant to Rule 13d-2 under the Securities Exchange Act of 1934, as amended (the "1934 Act"), amends and supplements the cover pages and statements under Items 4-7 of the Original Schedule 13D, as amended by Amendments Nos. 1, 2, 3, 4, 5, 6, and 7. Capitalized terms used in this Amendment No. 8 and not otherwise defined shall have the meaning ascribed to such terms in the Original Schedule 13D, as amended. COVER PAGES. - ----------- As a result of the Share Exchange (described in Item 4 below), Mark V. Shoen now owns 3,475,520 shares of the Company's Common Stock, and no longer owns any shares of the Company's Series A Common Stock, $0.25 par value (the "Series A Stock"). As a result of the sale to the public by Sophia M. Shoen (described in Item 4 below) of 500,000 shares of the Company's Common Stock, $0.25 par value (the "Common Stock"), Sophia M. Shoen now owns 1,713,472 shares of Common Stock. Accordingly, the cover pages are hereby amended in their entirety, to reflect (i) the Share Exchange by Mark V. Shoen and (ii) the sale to the public of the Company's Common Stock owned by Sophia M. Shoen as follows: 3 CUSIP No. 023586100 13D - --------------------------------------------------------------------- 1. NAME OF REPORTING PERSON SS. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Edward J. Shoen - --------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X] (b) [ ] - --------------------------------------------------------------------- 3. SEC USE ONLY - --------------------------------------------------------------------- 4. SOURCE OF FUNDS 00 - --------------------------------------------------------------------- 5. CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) [ ] - --------------------------------------------------------------------- 6. CITIZENSHIP OR PLACE OF ORGANIZATION Arizona, United States - --------------------------------------------------------------------- ------------------------------------------------------ NUMBER OF 7. SOLE VOTING POWER SHARES BENEFICIALLY ------------------------------------------------------ OWNED 8. SHARED VOTING POWER BY EACH 17,884,231 REPORTING ------------------------------------------------------ PERSON 9. SOLE DISPOSITIVE POWER PERSON WITH ------------------------------------------------------ 10. SHARED DISPOSITIVE POWER 17,884,231 - --------------------------------------------------------------------- 11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 17,884,231 - --------------------------------------------------------------------- 12. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES [ ] - --------------------------------------------------------------------- 13. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 46.26 - --------------------------------------------------------------------- 14. TYPE OF REPORTING PERSON IN - --------------------------------------------------------------------- 4 CUSIP No. 023586100 13D - --------------------------------------------------------------------- 1. NAME OF REPORTING PERSON SS. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Mark V. Shoen - --------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X] (b) [ ] - --------------------------------------------------------------------- 3. SEC USE ONLY - --------------------------------------------------------------------- 4. SOURCE OF FUNDS 00 - --------------------------------------------------------------------- 5. CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) [ ] - --------------------------------------------------------------------- 6. CITIZENSHIP OR PLACE OF ORGANIZATION Arizona, United States - --------------------------------------------------------------------- ------------------------------------------------------ NUMBER OF 7. SOLE VOTING POWER SHARES BENEFICIALLY ------------------------------------------------------ OWNED 8. SHARED VOTING POWER BY EACH 17,884,231 REPORTING ------------------------------------------------------ PERSON 9. SOLE DISPOSITIVE POWER WITH ------------------------------------------------------ 10. SHARED DISPOSITIVE POWER 17,884,231 - --------------------------------------------------------------------- 11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 17,884,231 - --------------------------------------------------------------------- 12. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES [ ] - --------------------------------------------------------------------- 13. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 46.26 - --------------------------------------------------------------------- 14. TYPE OF REPORTING PERSON IN - --------------------------------------------------------------------- 5 CUSIP No. 023586100 13D - --------------------------------------------------------------------- 1. NAME OF REPORTING PERSON SS. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON James P. Shoen - --------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X] (b) [ ] - --------------------------------------------------------------------- 3. SEC USE ONLY - --------------------------------------------------------------------- 4. SOURCE OF FUNDS 00 - --------------------------------------------------------------------- 5. CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) [ ] - --------------------------------------------------------------------- 6. CITIZENSHIP OR PLACE OF ORGANIZATION Arizona, United States - --------------------------------------------------------------------- ------------------------------------------------------ NUMBER OF 7. SOLE VOTING POWER SHARES BENEFICIALLY ------------------------------------------------------ OWNED 8. SHARES VOTING POWER BY EACH 17,884,231 REPORTING ------------------------------------------------------ PERSON 9. SOLE DISPOSITIVE POWER WITH ------------------------------------------------------ 10. SHARED DISPOSITIVE POWER 17,884,231 - --------------------------------------------------------------------- 11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 17,884,231 - --------------------------------------------------------------------- 12. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES [ ] - --------------------------------------------------------------------- 13. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 46.26 - --------------------------------------------------------------------- 14. TYPE OF REPORTING PERSON IN - --------------------------------------------------------------------- 6 CUSIP No. 023586100 13D - --------------------------------------------------------------------- 1. NAME OF REPORTING PERSON SS. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Paul F. Shoen - --------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X] (b) [ ] - --------------------------------------------------------------------- 3. SEC USE ONLY - --------------------------------------------------------------------- 4. SOURCE OF FUNDS 00 - --------------------------------------------------------------------- 5. CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) [ ] - --------------------------------------------------------------------- 6. CITIZENSHIP OR PLACE OF ORGANIZATION Arizona, United States - --------------------------------------------------------------------- ------------------------------------------------------ NUMBER OF 7. SOLE VOTING POWER SHARES BENEFICIALLY ------------------------------------------------------ OWNED 8. SHARES VOTING POWER BY EACH 17,884,231 REPORTING ------------------------------------------------------ PERSON 9. SOLE DISPOSITIVE POWER WITH ------------------------------------------------------ 10. SHARED DISPOSITIVE POWER 17,884,231 - --------------------------------------------------------------------- 11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 17,884,231 - --------------------------------------------------------------------- 12. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES [ ] - --------------------------------------------------------------------- 13. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 46.26 - --------------------------------------------------------------------- 14. TYPE OF REPORTING PERSON IN - --------------------------------------------------------------------- 7 CUSIP No. 023586100 13D - --------------------------------------------------------------------- 1. NAME OF REPORTING PERSON SS. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Sophia M. Shoen - --------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X] (b) [ ] - --------------------------------------------------------------------- 3. SEC USE ONLY - --------------------------------------------------------------------- 4. SOURCE OF FUNDS 00 - --------------------------------------------------------------------- 5. CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) [ ] - --------------------------------------------------------------------- 6. CITIZENSHIP OR PLACE OF ORGANIZATION Arizona, United States - --------------------------------------------------------------------- ------------------------------------------------------ NUMBER OF 7. SOLE VOTING POWER SHARES BENEFICIALLY ------------------------------------------------------ OWNED 8. SHARED VOTING POWER BY EACH 17,884,231 REPORTING ------------------------------------------------------ PERSON 9. SOLE DISPOSITIVE POWER WITH ------------------------------------------------------ 10. SHARED DISPOSITIVE POWER 17,884,231 - --------------------------------------------------------------------- 11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 17,884,231 - --------------------------------------------------------------------- 12. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES [ ] - --------------------------------------------------------------------- 13. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 46.26 - --------------------------------------------------------------------- 14. TYPE OF REPORTING PERSON IN - --------------------------------------------------------------------- 8 CUSIP No. 023586100 13D - --------------------------------------------------------------------- 1. NAME OF REPORTING PERSON SS. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Irrevocable Trust dated December 20, 1982 between Edward J. Shoen, as grantor, and Oxford Life Insurance Company, as trustee - --------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X] (b) [ ] - --------------------------------------------------------------------- 3. SEC USE ONLY - --------------------------------------------------------------------- 4. SOURCE OF FUNDS 00 - --------------------------------------------------------------------- 5. CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) [ ] - --------------------------------------------------------------------- 6. CITIZENSHIP OR PLACE OF ORGANIZATION Arizona, United States - --------------------------------------------------------------------- ------------------------------------------------------ NUMBER OF 7. SOLE VOTING POWER SHARES BENEFICIALLY ------------------------------------------------------ OWNED 8. SHARED VOTING POWER BY EACH 17,884,231 REPORTING ------------------------------------------------------ PERSON 9. SOLE DISPOSITIVE POWER WITH ------------------------------------------------------ 10. SHARED DISPOSITIVE POWER 17,884,231 - --------------------------------------------------------------------- 11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 17,884,231 - --------------------------------------------------------------------- 12. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES [ ] - --------------------------------------------------------------------- 13. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 46.26 - --------------------------------------------------------------------- 14. TYPE OF REPORTING PERSON 00 - --------------------------------------------------------------------- 9 CUSIP No. 023586100 13D - --------------------------------------------------------------------- 1. NAME OF REPORTING PERSON SS. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Irrevocable Trust dated December 10, 1982 between Mark V. Shoen, as grantor, and Oxford Life Insurance Company, as trustee - --------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X] (b) [ ] - --------------------------------------------------------------------- 3. SEC USE ONLY - --------------------------------------------------------------------- 4. SOURCE OF FUNDS 00 - --------------------------------------------------------------------- 5. CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) [ ] - --------------------------------------------------------------------- 6. CITIZENSHIP OR PLACE OF ORGANIZATION Arizona, United States - --------------------------------------------------------------------- ------------------------------------------------------ NUMBER OF 7. SOLE VOTING POWER SHARES BENEFICIALLY ------------------------------------------------------ OWNED 8. SHARED VOTING POWER BY EACH 17,884,231 REPORTING ------------------------------------------------------ PERSON 9. SOLE DISPOSITIVE POWER WITH ------------------------------------------------------ 10. SHARED DISPOSITIVE POWER 17,884,231 - --------------------------------------------------------------------- 11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 17,884,231 - --------------------------------------------------------------------- 12. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES [ ] - --------------------------------------------------------------------- 13. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 46.26 - --------------------------------------------------------------------- 14. TYPE OF REPORTING PERSON 00 - --------------------------------------------------------------------- 10 CUSIP No. 023586100 13D - --------------------------------------------------------------------- 1. NAME OF REPORTING PERSON SS. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Irrevocable Trust dated December 20, 1982 between James P. Shoen, as grantor, and Oxford Life Insurance Company, as trustee - --------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X] (b) [ ] - --------------------------------------------------------------------- 3. SEC USE ONLY - --------------------------------------------------------------------- 4. SOURCE OF FUNDS 00 - --------------------------------------------------------------------- 5. CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) [ ] - --------------------------------------------------------------------- 6. CITIZENSHIP OR PLACE OF ORGANIZATION Arizona, United States - --------------------------------------------------------------------- ------------------------------------------------------ NUMBER OF 7. SOLE VOTING POWER SHARES BENEFICIALLY ------------------------------------------------------ OWNED 8. SHARED VOTING POWER BY EACH 17,884,231 REPORTING ------------------------------------------------------ PERSON 9. SOLE DISPOSITIVE POWER WITH ------------------------------------------------------ 10. SHARED DISPOSITIVE POWER 17,884,231 - --------------------------------------------------------------------- 11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 17,884,231 - --------------------------------------------------------------------- 12. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES [ ] - --------------------------------------------------------------------- 13. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 46.26 - --------------------------------------------------------------------- 14. TYPE OF REPORTING PERSON 00 - --------------------------------------------------------------------- 11 CUSIP No. 023586100 13D - --------------------------------------------------------------------- 1. NAME OF REPORTING PERSON SS. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Irrevocable Trust dated December 20, 1982 between Paul F. Shoen, as grantor, and Oxford Life Insurance Company, as trustee - --------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X] (b) [ ] - --------------------------------------------------------------------- 3. SEC USE ONLY - --------------------------------------------------------------------- 4. SOURCE OF FUNDS 00 - --------------------------------------------------------------------- 5. CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) [ ] - --------------------------------------------------------------------- 6. CITIZENSHIP OR PLACE OF ORGANIZATION Arizona, United States - --------------------------------------------------------------------- ------------------------------------------------------ NUMBER OF 7. SOLE VOTING POWER SHARES BENEFICIALLY ------------------------------------------------------ OWNED 8. SHARED VOTING POWER BY EACH 17,884,231 REPORTING ------------------------------------------------------ PERSON 9. SOLE DISPOSITIVE POWER WITH ------------------------------------------------------ 10. SHARED DISPOSITIVE POWER 17,884,231 - --------------------------------------------------------------------- 11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 17,884,231 - --------------------------------------------------------------------- 12. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES [ ] - --------------------------------------------------------------------- 13. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 46.26 - --------------------------------------------------------------------- 14. TYPE OF REPORTING PERSON 00 - --------------------------------------------------------------------- 12 CUSIP No. 023586100 13D - --------------------------------------------------------------------- 1. NAME OF REPORTING PERSON SS. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Irrevocable Trust dated December 10, 1982 between Sophia M. Shoen, as grantor, and Oxford Life Insurance Company, as trustee - --------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X] (b) [ ] - --------------------------------------------------------------------- 3. SEC USE ONLY - --------------------------------------------------------------------- 4. SOURCE OF FUNDS 00 - --------------------------------------------------------------------- 5. CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) [ ] - --------------------------------------------------------------------- 6. CITIZENSHIP OR PLACE OF ORGANIZATION Arizona, United States - --------------------------------------------------------------------- ------------------------------------------------------ NUMBER OF 7. SOLE VOTING POWER SHARES BENEFICIALLY ------------------------------------------------------ OWNED 8. SHARED VOTING POWER BY EACH 17,884,231 REPORTING ------------------------------------------------------ PERSON 9. SOLE DISPOSITIVE POWER WITH ------------------------------------------------------ 10. SHARED DISPOSITIVE POWER 17,884,231 - --------------------------------------------------------------------- 11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 17,884,231 - --------------------------------------------------------------------- 12. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES [ ] - --------------------------------------------------------------------- 13. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 46.26 - --------------------------------------------------------------------- 14. TYPE OF REPORTING PERSON 00 - --------------------------------------------------------------------- 13 CUSIP No. 023586100 13D - --------------------------------------------------------------------- 1. NAME OF REPORTING PERSON SS. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON The AMERCO Employee Savings and Profit Sharing and Employee Stock Ownership Trust - --------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [X] (b) [ ] - --------------------------------------------------------------------- 3. SEC USE ONLY - --------------------------------------------------------------------- 4. SOURCE OF FUNDS 00 - --------------------------------------------------------------------- 5. CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) [ ] - --------------------------------------------------------------------- 6. CITIZENSHIP OR PLACE OF ORGANIZATION Arizona, United States - --------------------------------------------------------------------- ------------------------------------------------------ NUMBER OF 7. SOLE VOTING POWER SHARES BENEFICIALLY ------------------------------------------------------ OWNED 8. SHARED VOTING POWER BY EACH 17,884,231 REPORTING ------------------------------------------------------ PERSON 9. SOLE DISPOSITIVE POWER WITH ------------------------------------------------------ 10. SHARED DISPOSITIVE POWER 17,884,231 - --------------------------------------------------------------------- 11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 17,884,231 - --------------------------------------------------------------------- 12. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES [ ] - --------------------------------------------------------------------- 13. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 46.26 - --------------------------------------------------------------------- 14. TYPE OF REPORTING PERSON 00 - --------------------------------------------------------------------- 14 ITEM 4. PURPOSE OF TRANSACTION. ---------------------- The information set forth in Item 4 is supplemented to read as follows: Pursuant to a Registration Statement on Form S-2, effective November 3, 1994 (File No. 33-54289) Sophia M. Shoen sold 500,000 shares of Common Stock to the public on November 10, 1994. As a result of the sale, Sophia M. Shoen now owns 1,713,472 shares of the Company's Common Stock. Pursuant to an Exchange Agreement (the "Share Exchange") dated as of November 28, 1994, entered into between the Company and Mark V. Shoen (the "Shareholder"), the Shareholder exchanged 3,475,520 shares of the Company's Series A Stock for 3,475,520 shares of the Company's Common Stock. The Shareholder plans to register 1,700,000 shares of his Common Stock for sale to the public. ITEM 5. INTEREST IN SECURITIES OF THE ISSUER. ------------------------------------ The information set forth in Item 5 is revised in its entirety to read as follows: Edward J. Shoen, the E Trust, Mark V. Shoen, the M Trust, the J - ---------------------------------------------------------------- Trust, James P. Shoen, Paul F. Shoen, the P Trust, the S Trust, - ---------------------------------------------------------------- Sophia M. Shoen, the ESOP Trust, and the ESOP Trustee, as a group - ----------------------------------------------------------------- (i) Aggregate number of shares: 17,884,231 (ii) Percentage of class: 46.26 (iii) Sole voting power: (iv) Shared voting power: 17,884,231 (v) Sole dispositive power: (vi) Shared dispositive power: 17,884,231 Edward J. Shoen (without regard to the Stockholder Agreement) - ------------------------------------------------------------- (i) Aggregate number of shares: 3,483,681 (ii) Percentage of class: 9.01 The E Trust (without regard to the Stockholder Agreement) - --------------------------------------------------------- (i) Aggregate number of shares: 559,443 (ii) Percentage of class: 1.45 Mark V. Shoen (without regard to the Stockholder Agreement) - ----------------------------------------------------------- (i) Aggregate number of shares: 3,475,520 (ii) Percentage of class: 8.99 The M Trust (without regard to the Stockholder Agreement) - --------------------------------------------------------- --------------------- Based on 38,664,063 outstandign shares which include 32,901,568 shares of Common Stock and 5,762,495 shares of Series A Stock. 15 (i) Aggregate number of shares: 527,604 (ii) Percentage of class: 1.36 The J Trust (without regard to the Stockholder Agreement) - --------------------------------------------------------- (i) Aggregate number of shares: 337,426 (ii) Percentage of class: 0.87 James P. Shoen (without regard to the Stockholder Agreement) - ------------------------------------------------------------ (i) Aggregate number of shares: 2,278,814 (ii) Percentage of class: 5.89 The P Trust (without regard to the Stockholder Agreement) - --------------------------------------------------------- (i) Aggregate number of shares: 71,976 (ii) Percentage of class: 0.19 Paul F. Shoen (without regard to the Stockholder Agreement) - ----------------------------------------------------------- (i) Aggregate number of shares: 3,419,690 (ii) Percentage of class: 8.84 The S Trust (without regard to the Stockholder Agreement) - --------------------------------------------------------- (i) Aggregate number of shares: 108,891 (ii) Percentage of class: 0.28 Sophia M. Shoen (without regard to the Stockholder Agreement) - ------------------------------------------------------------- (i) Aggregate number of shares: 1,713,472 (ii) Percentage of class: 4.43 The ESOP Trust (without regard to the Stockholder Agreement) - ------------------------------------------------------------ (i) Aggregate number of shares: 1,907,714 (ii) Percentage of class: 4.93 The ESOP Trustee (without regard to the Stockholder Agreement) - -------------------------------------------------------------- (i) Aggregate number of shares: 1,907,71 (ii) Percentage of class: 4.93 Except as described in Item 4 hereof, no member of the group described on page 2 effected any transactions in Common Stock during the past sixty days. --------------------- These shares do not include shares allocated to the accounts of Edward J. Shoen (2082.40 shares), Mark V. Shoen (1807.80 shares), James P. Shoen (1776.73 shares), Paul F. Shoen (779.33 shares), and Sophia M. Shoen (196.87 shares) pursuant to the Plan of which the ESOP Trust is a part. These shares are not included in the number of shares beneficially owned by Edward J. Shoen, Mark V. Shoen, James P. Shoen, Paul F. Shoen, and Sophia M. Shoen as disclosed in this Item 5. 16 ITEM 6. CONTRACTS, ARRANGEMENTS, UNDERSTANDINGS, OR RELATIONSHIPS --------------------------------------------------------- WITH RESPECT TO SECURITIES OF THE ISSUER. ---------------------------------------- Following the Share Exchange, Mark V. Shoen appointed James P. Shoen as proxy to vote his shares in accordance with the Amended and Restated Stockholder Agreement dated as of May 1, 1992. ITEM 7. MATERIAL TO BE FILED AS EXHIBITS. -------------------------------- Attached to this Amendment No. 8 as exhibits are the following: Statement Pursuant to Rule 13d-1(f), the Exchange Agreement with Mark V. Shoen, and the AMERCO Proxy. 17 SIGNATURE --------- After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this Amendment No. 8 to Schedule 13D is true, complete, and correct. THE AMERCO EMPLOYEE SAVINGS, PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP TRUST /s/ Edward J. Shoen By: /s/ Edward J. Shoen - ------------------- -------------------- EDWARD J. SHOEN, EDWARD J. SHOEN, Date: December 14, 1994 Trustee Date: December 14, 1994 /s/ Mark V. Shoen By: /s/ Gary B. Horton - ----------------- ------------------- MARK V. SHOEN GARY B. HORTON, Date: December 14, 1994 Trustee Date: December 14, 1994 By: /s/ Donald W. Murney - ------------------- -------------------- SOPHIA M. SHOEN DONALD W. MURNEY, Date: December ___, 1994 Trustee Date: December 14, 1994 /s/ James P. Shoen - ------------------ JAMES P. SHOEN Date: December 14, 1994 - ----------------- PAUL F. SHOEN Date: December ___, 1994 18 OXFORD LIFE INSURANCE OXFORD LIFE INSURANCE COMPANY, Trustee under that COMPANY, Trustee under that certain Irrevocable Trust certain Irrevocable Trust dated December 20, 1982 dated December 20, 1982 (James P. Shoen, grantor) (Mark V. Shoen, grantor) By: /s/ Mark A. Haydukovich By: /s/ Mark A. Haydukovich -------------------------- -------------------------- MARK A. HAYDUKOVICH MARK A. HAYDUKOVICH Its Vice President Its Vice President Date: December 19, 1994 Date: December 19, 1994 OXFORD LIFE INSURANCE OXFORD LIFE INSURANCE COMPANY, Trustee under that COMPANY, Trustee under that certain Irrevocable Trust certain Irrevocable Trust dated December 20, 1982 dated December 20, 1982 (Paul F. Shoen, grantor) (Sophia M. Shoen, grantor) By: /s/ Mark A. Haydukovich By:/s/ Mark A. Haydukovich -------------------------- -------------------------- MARK A. HAYDUKOVICH MARK A. HAYDUKOVICH Its Vice President Its Vice President Date: December 19, 1994 Date: December 19, 1994 OXFORD LIFE INSURANCE COMPANY, Trustee under that certain Irrevocable Trust dated December 20, 1982 (Edward J. Shoen, grantor) By: /s/ Mark A. Haydukovich -------------------------- MARK A. HAYDUKOVICH Its Vice President Date: December 19, 1994 19 EXHIBIT INDEX ------------- Exhibit Description Sequential Page No. - --------------------------------------------------------------------- 1 Statement Pursuant to Rule 13d-1(f) . . . . . . . . . . . 20 2 Exchange Agreement with Mark V. Shoen . . . . . . . . . . 22 3 AMERCO Proxy. . . . . . . . . . . . . . . . . . . . . . . 26 EX-99.1STPER13D1F 2 STATEMENT PURSUANT TO RULE 13D-1(F) 20 EXHIBIT 1 --------- STATEMENT PURSUANT TO RULE 13D-1(F) ----------------------------------- The undersigned parties hereto, Edward J. Shoen, Mark V. Shoen, James P. Shoen, Paul F. Shoen, Sophia M. Shoen, The AMERCO Employee Savings and Profit Sharing and Employee Stock Ownership Trust, Oxford Life Insurance Company, Trustee under an Irrevocable Trust established by Edward J. Shoen, Oxford Life Insurance Company, Trustee under an Irrevocable Trust established by Mark V. Shoen, Oxford Life Insurance Company, Trustee under an Irrevocable Trust established by James P. Shoen, Oxford Life Insurance Company, Trustee under an Irrevocable Trust established by Paul F. Shoen, and Oxford Life Insurance Company, Trustee under an Irrevocable Trust established by Sophia M. Shoen, hereby consent and agree to file a joint statement on Schedule 13D under the Securities Exchange Act of 1934, as amended, on behalf of each of them, with respect to shares of common stock or other voting stock of AMERCO beneficially owned by them, together with any or all amendments thereto, when and if appropriate. The parties hereto further consent and agree to file this Statement pursuant to Rule 13d-1(f) as an exhibit to such Schedule 13D, thereby incorporating the same into such Schedule 13D. THE AMERCO EMPLOYEE SAVINGS, PROFIT SHARING and EMPLOYEE STOCK OWNERSHIP TRUST /s/ Edward J. Shoen - ------------------- EDWARD J. SHOEN By:/s/ Edward J. Shoen Date: December 14, 1994 -------------------- EDWARD J. SHOEN, Trustee Date: December 14, 1994 /s/ James P. Shoen - ------------------ JAMES P. SHOEN By:/s/ Gary B. Horton Date: December 14, 1994 ------------------- GARY B. HORTON, Trustee Date: December 14, 1994 - --------------- SOPHIA M. SHOEN By:/s/ Donald W. Murney Date: December ___, 1994 -------------------- DONALD W. MURNEY, Trustee Date: December 14, 1994 - ------------- PAUL F. SHOEN Date: December ___, 1994 /s/ Mark V. Shoen - ----------------- MARK V. SHOEN Date: December 14, 1994 21 OXFORD LIFE INSURANCE OXFORD LIFE INSURANCE COMPANY, Trustee under that COMPANY, Trustee under that certain Irrevocable Trust certain Irrevocable Trust dated December 20, 1982 dated December 20, 1982 (Sophia M. Shoen, grantor) (James P. Shoen, as grantor) By: /s/ Mark A. Haydukovich By: /s/ Mark A. Haydukovich -------------------------- --------------------------- MARK A. HAYDUKOVICH MARK A. HAYDUKOVICH Its Vice President Its Vice President Date: December 19, 1994 Date: December 19, 1994 OXFORD LIFE INSURANCE OXFORD LIFE INSURANCE COMPANY, Trustee under that COMPANY, Trustee, under that certain Irrevocable Trust certain Irrevocable Trust dated December 20, 1982 dated December 20, 1982 (Mark V. Shoen, grantor) (Paul F. Shoen, grantor) By: /s/ Mark A. Haydukovich By: /s/ Mark A. Haydukovich -------------------------- -------------------------- MARK A. HAYDUKOVICH MARK A. HAYDUKOVICH Its Vice President Its Vice President Date: December 19, 1994 Date: December 19, 1994 OXFORD LIFE INSURANCE COMPANY, Trustee under that certain Irrevocable Trust dated December 20, 1982 (Edward J. Shoen, grantor) By: /s/ Mark A. Haydukovich ------------------------- MARK A. HAYDUKOVICH Its Vice President Date: December 19, 1994 EX-99.2EXCHAGREEMN 3 EXCHANGE AGREEMENT WITH MARK V. SHOEN 22 EXHIBIT 2 --------- EXCHANGE AGREEMENT ------------------ THIS EXCHANGE AGREEMENT (the "Agreement") is entered into by and between AMERCO, a Nevada corporation (the "Company") and Mark V. Shoen (the "Shareholder"). RECITALS -------- WHEREAS, the Shareholder is the record owner of an aggregate of 3,475,520 shares of the Company's Series A Common Stock, par value $0.25 per share ("Existing Stock"); and WHEREAS, the Company has determined that it is in its best interests that the Existing Stock be exchanged, on a one for one basis, for shares of the Company's Common Stock. NOW THEREFORE, for and in consideration of the respective agreements, representations, and warranties contained herein, the parties hereto agree as follows. ARTICLE I EXCHANGE OF STOCK 1.1 Exchange. Subject to the terms and conditions -------- set forth herein, the Shareholder hereby sells, transfers, conveys, assigns, and delivers all of his respective shares of Existing Stock in exchange for shares of the Company's Common Stock on a one share for one share basis. ARTICLE II REPRESENTATIONS AND WARRANTIES OF SHAREHOLDER The Shareholder hereby represents, warrants, and agrees as follows: 2.1 Authority of Shareholder. The Shareholder has ------------------------ full power and legal right to transfer the Existing Stock to the Company in exchange for Common Stock as provided in Section 1.1 hereof and such transfer and exchange will vest ownership to the Existing Stock in the Company free and clear of any lien, pledge, charge, security interest, adverse claim, or other encumbrance of any nature whatsoever. 2.2 No Breach or Violation. The execution and ---------------------- delivery by the Shareholder of this Agreement and of any other instrument contemplated hereby to which the Company or the Shareholder will be a party, and the consummation and performance of the transactions contemplated hereby and thereby, have not resulted in, and will not result in, and do not constitute a conflict with, a breach or violation of, or a default or an event that, with notice or lapse of time or both, would be a default, breach, or violation of, or an event that would permit any party to terminate or to accelerate the maturity of or any payment pursuant to (i) any term or provision of any lease, bond, promissory note, conditional sales contract, commitment, indenture, mortgage, deed of trust, or other agreement, 23 instrument, indebtedness, or obligation to which the Shareholder is a party or by which he or any of his assets or properties is, or may be, bound, (ii) any license, franchise, permit, or other authorization, governmental or otherwise, held by the Shareholder, and (iii) any law, judgment, order, writ, injunction, decree, award, rule, or regulation of any court, arbitrator, or other agency or body, governmental or otherwise. 2.3 Consents. The execution and delivery of this -------- Agreement and the consummation and performance of the transactions contemplated hereby do not require the approval, consent, or authorization of, or any filing with or notice to, any federal, state, local, or other agency or body, governmental or otherwise, or any other third party. 2.4 First Right of Refusal. The Shareholder ---------------------- acknowledges and agrees that some or all of the Common Stock will be subject to the first right of refusal contained in Article VII, Section 2 of the Company's By-Laws. ARTICLE III REPRESENTATIONS AND WARRANTIES OF THE COMPANY The Company hereby represents, warrants, and agrees as follows: 3.1 Organization and Existence. The Company is a -------------------------- corporation duly organized, validly existing, and in good standing under the laws of the state of Nevada, and has all requisite corporate power to enter into and perform this Agreement and the transactions contemplated hereby in the manner provided herein. 3.2 Authority of the Company. The execution, ------------------------ delivery, and performance by the Company of this Agreement has been duly authorized by the Board of Directors of the Company, and no further corporate action is necessary on the part of the Company to make this Agreement the legal, valid, and binding obligation of Company enforceable against it in accordance with its terms. ARTICLE IV MISCELLANEOUS 4.1 By-Law Compliance. The Company hereby waives ----------------- compliance by the Shareholder with Article VII, Section 2 of the Company's By-Laws to the extent such provision relates to the exchange of Common Stock for Existing Stock contemplated hereby. 4.2 Application of Nevada Revised Statutes Sections ------------------------------------------------ 78.378 to 78.3793, Inclusive. As provided by the Company's By-Laws, - ---------------------------- the provisions of Sections 78.378 to 78.3793, inclusive, of the Nevada Revised Statutes shall not apply to the exchange of Common Stock for Existing Stock contemplated hereby. 4.3 Application of Nevada Revised Statutes Sections ------------------------------------------------ 78.411 to 78.444, Inclusive. Pursuant to a resolution duly adopted - --------------------------- by the Company's Board of Directors, the transaction contemplated hereby has been approved by the Company's Board of Directors in the 24 manner provided by Nevada Revised Statutes 78.439.2. 4.4 Legends. The Common Stock will bear the following ------- legends: "The Corporation will furnish to any stockholder, upon request and without charge, a statement of the powers, designations, preferences, and relative, participating, optional, or other special rights of each class of stock or series thereof and the qualifications, limitations, or restrictions of such preferences and/or rights, so far as the same shall have been fixed, and of the authority of the Board of Directors to designate and fix any preferences, rights, and limitations of any wholly unissued series. Any such request should be addressed to the Secretary of the Corporation at 1325 Airmotive Way, Suite 100, Reno, Nevada 89502-3239." "The shares of stock represented by this certificate have been issued based upon a representation that they have been acquired for investment and not with a view to the public distribution thereof within the meaning of the Securities Act of 1933, as amended. No sale or transfer of the shares represented hereby may be made unless, in the opinion of counsel satisfactory to the issuer, the contemplated transaction will not result in a violation of said Act or of any state securities law, rules, or regulation." "The transfer of the shares represented by this certificate is subject to a right of first refusal by the corporation as provided in its By-Laws, and no transfer of this certificate or the shares represented hereby shall be valid or effective unless and until such provision of the By-Laws shall have been met. A copy of the By-Laws of the corporation is available for inspection at the principal office of the Corporation." 4.5 Survival of Representations and Warranties. ------------------------------------------ Regardless of any investigation at any time made by or on behalf of any party hereto, or of any information any party may have in respect thereof, all covenants, agreements, representations, and warranties made hereunder or pursuant hereto or in connection with the transactions contemplated hereby shall survive the execution and delivery of this Agreement. 25 4.6 Assignment. This Agreement may not be assigned by ---------- any party hereto without the prior written consent of the other parties hereto. Subject to the foregoing, this Agreement is binding upon the successors and assigns of the parties hereto. 4.7 Article and Section Headings. The Article and ---------------------------- Section headings in this Agreement are for reference purposes only and shall not affect in any way the meaning or interpretation of this Agreement. 4.8 Changes, Waivers. etc. Neither this Agreement nor --------------------- any provision hereof may be changed, waived, discharged, or terminated orally, but only by a statement in writing signed by the party against which enforcement of the change, waiver, discharge, or termination is sought. 4.9 Entire Agreement. This Agreement and the ---------------- certificates and documents referred to herein constitute the entire agreement of the parties hereto, and supersede all prior understandings with respect to the subject matter hereof. 4.10 Counterparts. This Agreement may be executed in ------------ one or more counterparts, each of which shall be deemed an original, but all of which shall constitute one and the same instrument. 4.11 Governing Law. This Agreement shall be construed ------------- in accordance with, and governed by, the laws of the State of Nevada. IN WITNESS WHEREOF, this Agreement has been duly executed by the parties hereto as of the 28th day of November, 1994. COMPANY: AMERCO, a Nevada corporation By: /s/ Edward J. Shoen -------------------------- Its: President SHAREHOLDER: /s/ Mark V. Shoen ------------------------------ MARK V. SHOEN EX-99.3AMERCOPROXY 4 AMERCO PROXY AND POWER OF ATTORNEY 26 EXHIBIT 3 --------- AMERCO PROXY (Including Power of Attorney) ---------------- The undersigned stockholder of AMERCO, a Nevada corporation, does hereby appoint James P. Shoen agent and proxy of the undersigned, with full power of substitution and with full power to act as true and lawful attorney in fact, to vote, in accordance with the terms and conditions of that certain Amended and Restated Stockholder Agreement dated as of May 1, 1992 (the "Stockholder Agreement"), at any meeting of the stockholders of AMERCO and upon all business as may properly come before the meeting, in the name and place as proxy of the undersigned and with all the powers which the undersigned would possess if personally present, all of the stock of AMERCO standing in the name of the undersigned or which the undersigned would be entitled to vote if personally present. James P. Shoen may exercise the rights granted under this proxy either in person at any meeting of the stockholders of AMERCO or by signing a proxy on behalf of the undersigned. This proxy shall be valid and irrevocable until March 5, 1999 or until termination of the Stockholder Agreement in accordance with the terms thereof, whichever occurs first. Dated: As of November 29, 1994. Mark V. Shoen, an individual /s/ Mark V. Shoen -------------------------- Mark V. Shoen -----END PRIVACY-ENHANCED MESSAGE-----