-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, PVXTzFd8tB57rXX29xm043adrlWPxjpY4W9Fna46R8jKp4nqadjLfQZ42KIFqwxK U+9mDDPmLMjsbVh/FT54mw== 0000912057-01-524388.txt : 20010720 0000912057-01-524388.hdr.sgml : 20010720 ACCESSION NUMBER: 0000912057-01-524388 CONFORMED SUBMISSION TYPE: SC TO-T/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20010719 GROUP MEMBERS: EGGERT DAGBJARTSSON GROUP MEMBERS: EQUITY RESOURCE GROUP INC ET AL GROUP MEMBERS: EQUITY RESOURCE LEXINGTON FUND LMTD. PARTNERSHIP SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: CAPITAL REALTY INVESTORS II LTD PARTNERSHIP CENTRAL INDEX KEY: 0000713571 STANDARD INDUSTRIAL CLASSIFICATION: REAL ESTATE [6500] IRS NUMBER: 521321492 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC TO-T/A SEC ACT: SEC FILE NUMBER: 005-56505 FILM NUMBER: 1684286 BUSINESS ADDRESS: STREET 1: 11200 ROCKVILLE PIKE STREET 2: 5TH CITY: ROCKVILLE STATE: MD ZIP: 20852 BUSINESS PHONE: 3014689200 MAIL ADDRESS: STREET 1: 11200 ROCKVILLE PIKE STREET 2: 5TH FLOOR CITY: ROCKVILLE STATE: MD ZIP: 20852 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: EQUITY RESOURCE GROUP INC ET AL CENTRAL INDEX KEY: 0001023846 STANDARD INDUSTRIAL CLASSIFICATION: UNKNOWN SIC - 0000 [0000] STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC TO-T/A BUSINESS ADDRESS: STREET 1: 14 STORY SE CITY: CAMBRIDGE STATE: MA ZIP: 02138 BUSINESS PHONE: 6179518183 MAIL ADDRESS: STREET 1: 14 STORY SE CITY: CAMBRIDGE STATE: MA ZIP: 02138 SC TO-T/A 1 a2054583zscto-ta.txt SC TO-T/A SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE TO/A TENDER OFFER STATEMENT PURSUANT TO SECTION 14(d)(1) OF THE SECURITIES EXCHANGE ACT OF 1934 AMENDMENT NO. 2 (NAME OF SUBJECT COMPANY) CAPITAL REALTY INVESTORS II LTD PARTNERSHIP A MARYLAND LIMITED PARTNERSHIP AT $100.00 NET PER UNIT BY EQUITY RESOURCE LEXINGTON FUND LIMITED PARTNERSHIP, A MASSACHUSETTS LIMITED PARTNERSHIP EQUITY RESOURCES GROUP, INC., A MASSACHUSETTS CORPORATION EGGERT DAGBJARTSSON, AN INDIVIDUAL LIMITED PARTNERSHIP UNITS Eggert Dagbjartsson, Executive Vice President Equity Resources Group, Inc. 14 Story Street Cambridge, MA 02138 (617) 876-4800 CALCULATION OF FILING FEE
- ------------------------------------------------------------------------------------------------------------- TRANSACTION VALUATION* AMOUNT OF FILING FEE $1,000,000 $200.00 - ------------------------------------------------------------------------------------------------------------- * FOR PURPOSES OF CALCULATING THE FILING FEE ONLY. THIS CALCULATION ASSUMES THE PURCHASE OF 10,000 UNITS AT A PURCHASE PRICE OF $100 PER UNIT IN THE PARTNERSHIP. [X] CHECK BOX IF ANY PART OF THE FEE IS OFFSET AS PROVIDED BY RULE 0-11(A)(2) AND IDENTIFY THE FILING WITH WHICH THE OFFSETTING FEE WAS PREVIOUSLY PAID. IDENTIFY THE PREVIOUS FILING BY REGISTRATION STATEMENT NUMBER, OR THE FORM OR SCHEDULE AND THE DATE OF ITS FILING. - ------------------------------------------------------------------------------------------------------------- AMOUNT PREVIOUSLY PAID: $200.00 FILING EQUITY RESOURCE FORM OF REGISTRATION NO.: SCHEDULE TO PARTY: LEXINGTON FUND LIMITED PARTNERSHIP NOT APPLICABLE DATE FILED: JUNE 22, 2001 - -------------------------------------------------------------------------------------------------------------
AMENDMENT NO. 2 This Amendment No. 2 amends and supplements the Tender Offer Statement on Schedule TO originally filed with the Securities and Exchange Commission on June 22, 2001 (the "Schedule TO") by Equity Resources Lexington Fund Limited Partnership, a Massachusetts limited partnership, Equity Resources Group, Inc., a Massachusetts corporation, and Eggert Dagbjartsson, an individual (together, the "Purchaser") to purchase 10,000 units (the "Units") of limited partnership interests in Capital Realty Investors II Ltd Partnership, a Maryland limited partnership (the "Partnership"), at $100.00 for each Unit, net to the seller in cash, without interest, less the amount of any distributions declared or paid from any source by the Partnership with respect to the Units after June 22, 2001 (without regard to the record date), upon the terms and subject to the conditions set forth in this Offer to Purchase (the "Offer to Purchase") and in the Agreement of Sale, as each may be supplemented or amended from time to time (which together constitute the "Offer"), and less the $100 transfer fee charged by the general partner of the Partnership. The information contained in the Offer to Purchase is incorporated herein by reference. Capitalized terms used and not defined herein shall have the meanings ascribed to such terms in the Offer to Purchase. ITEM 1 ITEM 1--SUMMARY TERM SHEET The twelfth question of the Summary Term Sheet is amended in its entirety to read as follows: "What does the partnership think of the offer? On July 5, 2001, CRI, Inc., the general partner of the Partnership, filed a Schedule 14D-9 with the Securities and Exchange Commission (the "SEC") advising limited partners to reject the Purchaser's offer." SIGNATURES After due 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. Dated: July 19, 2001 Equity Resource Lexington Fund Limited Partnership, a Massachusetts limited partnership By: /S/ EGGERT DAGBJARTSSON ------------------------------ Eggert Dagbjartsson General Partner Equity Resources Group, Inc. A Massachusetts Corporation By: /S/ EGGERT DAGBJARTSSON ------------------------------ Eggert Dagbjartsson Executive Vice President Eggert Dagbjartsson By: /S/ EGGERT DAGBJARTSSON ------------------------------ Eggert Dagbjartsson Eggert Dagbjartsson EXHIBIT INDEX - ---------------- -------------------------------------------------------------- EXHIBIT NO. DESCRIPTION - ---------------- -------------------------------------------------------------- (a)(1) - Offer to Purchase, dated June 22, 2001* - ---------------- -------------------------------------------------------------- (a)(2) - Transmittal letter, dated June 22, 2001* - ---------------- -------------------------------------------------------------- (a)(3) - Agreement of Sale* - ---------------- -------------------------------------------------------------- (a)(4) Summary Advertisement* - ---------------- -------------------------------------------------------------- (a)(5)-- Not applicable. - ---------------- -------------------------------------------------------------- (b) - Not applicable. - ---------------- -------------------------------------------------------------- (c) - Not applicable. - ---------------- -------------------------------------------------------------- (d) Not applicable - ---------------- -------------------------------------------------------------- (e) - Not applicable. - ---------------- -------------------------------------------------------------- (f) - Not applicable. - ---------------- -------------------------------------------------------------- (g) Not applicable - ---------------- -------------------------------------------------------------- (h) Not applicable. - ---------------- -------------------------------------------------------------- * Previously filed -----END PRIVACY-ENHANCED MESSAGE-----