<PAGE> 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)
<PAGE> 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:
<PAGE> 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
- ---------------------------------------------------------------------
<PAGE> 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
- ---------------------------------------------------------------------
<PAGE> 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
- ---------------------------------------------------------------------
<PAGE> 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
- ---------------------------------------------------------------------
<PAGE> 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
- ---------------------------------------------------------------------
<PAGE> 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
- ---------------------------------------------------------------------
<PAGE> 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
- ---------------------------------------------------------------------
<PAGE> 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
- ---------------------------------------------------------------------
<PAGE> 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
- ---------------------------------------------------------------------
<PAGE> 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
- ---------------------------------------------------------------------
<PAGE> 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
- ---------------------------------------------------------------------
<PAGE> 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<F1>
(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)
- ---------------------------------------------------------
---------------------
<F1>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.
<PAGE> 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<F2>
(ii) Percentage of class: 4.93
The ESOP Trustee (without regard to the Stockholder Agreement)
- --------------------------------------------------------------
(i) Aggregate number of shares: 1,907,71<F2>
(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.
---------------------
<F2> 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.
<PAGE> 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.
<PAGE> 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
<PAGE> 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
<PAGE> 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
<PAGE> 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
<PAGE> 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
<PAGE> 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,
<PAGE> 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
<PAGE> 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.
<PAGE> 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
<PAGE> 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
