SEC Filing | La-Z-Boy Incorporated

View:

1 SCHEDULE 13G (RULE 13d-102) Information to be Included in Statements Filed Pursuant to Rule 13d-1(b), (c) and (d) and Amendments Thereto Filed Pursuant to Rule 13d-2. SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. ___________)* La-Z-Boy Inc. - -------------------------------------------------------------------------------- (Name of Issuer) Common Stock, $1.00 par value - -------------------------------------------------------------------------------- (Title of Class of Securities) 505336107 - -------------------------------------------------------------------------------- (CUSIP Number) December 31, 2000 - -------------------------------------------------------------------------------- (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [x] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) *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 in 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).

2 CUSIP NO. 505336107 13G PAGE ___ OF ___ PAGES - -------------------------------------------------------------------------------- 1 Names of Reporting Persons/I.R.S. Identification Nos. of Above Persons (Entities Only) MONROE BANK & TRUST 38-0847680 - -------------------------------------------------------------------------------- 2 Check the Appropriate Box if a Member of a Group (a) [ ] (See Instructions) (b) [ ] - -------------------------------------------------------------------------------- 3 SEC Use Only - -------------------------------------------------------------------------------- 4 Citizenship or Place of Organization MICHIGAN - -------------------------------------------------------------------------------- Number of 5 Sole Voting Power Shares 0 ----------------------------------------------------- Beneficially 6 Shared Voting Power 11,612,423 Owned by ----------------------------------------------------- 7 Sole Dispositive Power Each 0 ----------------------------------------------------- Reporting 8 Shared Dispositive Power Person With 11,612,423 - -------------------------------------------------------------------------------- 9 Aggregate Amount Beneficially Owned by Each Reporting Person 11,612,423 - -------------------------------------------------------------------------------- 10 Check if the Aggregate Amount in Row (9) Excludes Certain Shares [ ] (See Instructions) - -------------------------------------------------------------------------------- 11 Percent of Class Represented by Amount in Row (9) 19.3% - -------------------------------------------------------------------------------- 12 Type of Reporting Person (See Instructions) BK - --------------------------------------------------------------------------------

3 Item 1 (a). Name of Issuer La-Z-Boy Inc. Item 1 (b). Address of Issuer's Principal Executive Offices 1284 N. Telegraph Rd. Monroe, Michigan 48162 Item 2 (a). Name of Person Filing Mobank and Co., nominee account for Monroe Bank & Trust, Trust Department Item 2 (b). Address of Principal Business Office 102 E. Front St. Monroe, Michigan 48161 Item 2 (c). Citizenship Michigan Item 2 (d). Title of Class of Securities Common Stock, $1.00 par value Item 2 (e). CUSIP Number 505336107

4 Item 3. If this statement is filed pursuant to ss.ss.240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a: (a) [ ] Broker or dealer registered under section 15 of the Act (15 USC 78o). (b) [X ] Bank as defined in section 3(a)(6) of the Act (15 USC 78c). (c) [ ] Insurance company as defined in section 3(a)(19) of the Act (15 USC 78c). (d) [ ] Investment company registered under section 8 of the Investment Company Act of 1940 (15 USC 80a-8). (e) [ ] An investment adviser in accordance with ss.240.13d-1(b)(ii)(E); (f) [ ] An employee benefit plan or endowment fund in accordance with ss.240.13d-1(b)(1)(ii)(F); (g) [ ] A parent holding company or control person in accordance with ss.240.13d-1(b)(1)(ii)(G); (h) [ ] A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12USC 1813); (i) [ ] A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 USC 80a-3); (j) [ ] Group, in accordance with ss.240.13d-1(b)(1)(ii)(J). Item 4. Ownership Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1. (a) Amount beneficially owned: 11,612,423 shares (b) Percent of Class: 19.3% (c) Number of shares as to which the person has: (i) Sole power to vote or direct the vote 0 shares (ii) Shared power to vote or direct the vote 11,612,423 shares (iii) Sole power to dispose or direct the disposition of 0 shares (iv) Shared power to dispose or direct the disposition of 11,612,423 shares.

5 Item 5. Ownership of Five Percent or Less of a Class If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following [ ]. Item 6. Ownership of More than Five Percent on Behalf of Another Person. Mobank and Co. has the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities. Item 7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company. Not Applicable Item 8. Identification and Classification of Members of the Group Not Applicable Item 9. Notice of Dissolution of Group Not Applicable Item 10. Certification By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect. SIGNATURE After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. February 14, 2001 /s/ James E. Morr - ----------------- James E. Morr Partner Mobank and Co.