HR Block 2007 Annual Report Download - page 127

Download and view the complete annual report

Please find page 127 of the 2007 HR Block annual report below. You can navigate through the pages in the report by either clicking on the pages listed below, or by using the keyword search tool below to find specific information within the annual report.

Page out of 133

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • 12
  • 13
  • 14
  • 15
  • 16
  • 17
  • 18
  • 19
  • 20
  • 21
  • 22
  • 23
  • 24
  • 25
  • 26
  • 27
  • 28
  • 29
  • 30
  • 31
  • 32
  • 33
  • 34
  • 35
  • 36
  • 37
  • 38
  • 39
  • 40
  • 41
  • 42
  • 43
  • 44
  • 45
  • 46
  • 47
  • 48
  • 49
  • 50
  • 51
  • 52
  • 53
  • 54
  • 55
  • 56
  • 57
  • 58
  • 59
  • 60
  • 61
  • 62
  • 63
  • 64
  • 65
  • 66
  • 67
  • 68
  • 69
  • 70
  • 71
  • 72
  • 73
  • 74
  • 75
  • 76
  • 77
  • 78
  • 79
  • 80
  • 81
  • 82
  • 83
  • 84
  • 85
  • 86
  • 87
  • 88
  • 89
  • 90
  • 91
  • 92
  • 93
  • 94
  • 95
  • 96
  • 97
  • 98
  • 99
  • 100
  • 101
  • 102
  • 103
  • 104
  • 105
  • 106
  • 107
  • 108
  • 109
  • 110
  • 111
  • 112
  • 113
  • 114
  • 115
  • 116
  • 117
  • 118
  • 119
  • 120
  • 121
  • 122
  • 123
  • 124
  • 125
  • 126
  • 127
  • 128
  • 129
  • 130
  • 131
  • 132
  • 133

10.16* Employment Agreement dated July 16, 1998, between the Company and 10.28 HSBC Digital Settlement Products Distribution Agreement dated as of
Mark A. Ernst, filed as Exhibit 10(a) to the Company’s quarterly report on Form September 23, 2005, among HSBC Bank USA, National Association, HSBC
10-Q for the quarter ended July 31, 1998, file number 1-6089, is incorporated Taxpayer Financial Services Inc., H&R Block Digital Tax Solutions, LLC, and H&R
herein by reference. Block Services, Inc., filed as Exhibit 10.15 to the quarterly report on Form 10-Q
for the quarter ended October 31, 2005, file number 1-6089, is incorporated
10.17* Amendment to Employment Agreement dated June 30, 2000, between HRB
herein by reference. **
Management, Inc. and Mark A. Ernst, filed as Exhibit 10.1 to the Company’s
quarterly report on Form 10-Q for the quarter ended July 31, 2000, file 10.29 HSBC Program Appendix of Defined Terms and Rules of Construction, filed as
number 1-6089, is incorporated herein by reference. Exhibit 10.18 to the quarterly report on Form 10-Q for the quarter ended
October 31, 2005, file number 1-6089, is incorporated herein by reference. **
10.18* Employment Agreement dated as of October 4, 2004 between HRB
Management, Inc. and William L. Trubeck, filed as Exhibit 10.2 to the 10.30 Joinder and First Amendment to Program Contracts dated as of November 10,
Company’s current report on Form 8-K/A Amendment No. 1 dated 2006, among HSBC Bank USA, National Association, HSBC Trust Company
September 9, 2004, file number 1-6089, is incorporated herein by reference. (Delaware), N.A., HSBC Taxpayer Financial Services Inc., Beneficial Franchise
Company Inc., Household Tax Masters Acquisition Corporation, H&R Block
10.19* Employment Agreement between Option One Mortgage Corporation and
Services, Inc., H&R Block Tax Services, Inc., H&R Block Enterprises, Inc., H&R
Robert E. Dubrish, executed on February 9, 2002, filed as Exhibit 10.2 to the
Block Eastern Enterprises, Inc., H&R Block Digital Solutions, LLC,, H&R Block
Company’s quarterly report on Form 10-Q for the quarter ended January 31,
and Associates, L.P., HRB Royalty, Inc., HSBC Finance Corporation, H&R Block,
2002, file number 1-6089, is incorporated herein by reference.
Inc. and Block Financial Corporation, filed as Exhibit 10.25 to the Company’s
10.20* Employment Agreement dated December 2, 2002 between HRB Management,
quarterly report on Form 10-Q for the quarter ended January 31, 2007, file
Inc. and Tammy S. Serati, filed as Exhibit 10.4 to the quarterly report on
number 1-6089, is incorporated by reference.**
Form 10-Q for the quarter ended January 31, 2003, file number 1-6089, is
10.31 Second Amendment to Program Contracts dated as of November 13, 2006,
incorporated herein by reference.
among HSBC Bank USA, National Association, HSBC Trust Company
10.21* Employment Agreement dated as of April 1, 2003 between HRB Business
(Delaware), N.A., HSBC Taxpayer Financial Services, Inc., Beneficial Franchise
Services, Inc. and Steven Tait, filed as Exhibit 10.23 to the annual report on
Company Inc., H&R Block Services, Inc., H&R Block Tax Service, Inc., H&R Block
Form 10-K for the fiscal year ended April 30, 2003, file number 1-6089, is
Enterprises, Inc., H&R Block Eastern Enterprises, Inc., H&R Block Digital
incorporated herein by reference.
Solutions,, LLC, H&R Block and Associates, L.P., HRB Royalty, Inc., HSBC
10.22* Employment Agreement dated as of June 28, 2004 between H&R Block Finance Corporation, and H&R Block, Inc., filed as Exhibit 10.26 to the
Services, Inc. and Timothy C. Gokey, filed as Exhibit 10.4 to the quarterly Company’s quarterly report on Form 10-Q for the quarter ended January 31,
report on Form 10-Q for the quarter ended July 31, 2004, file number 1-6089, 2007, file number 1-6089, is incorporated by reference.** 99 m
is incorporated herein by reference.
10.32 First Amended and Restated HSBC Refund Anticipation Loan and IMA
10.23* Employment Agreement dated September 27, 2005 between HRB Participation Agreement Participation Agreement dated as of November 13,
Management, Inc. and Jeff Nachbor, filed as Exhibit 10.10 to the quarterly 2006 among Block Financial Corporation, HSBC Bank USA, National
report on Form 10-Q for the quarter ended October 31, 2005, file number Association, HSBC Trust Company (Delaware), National Association, and HSBC
1-6089, is incorporated herein by reference. Taxpayer Financial Services, Inc., filed as Exhibit 10.27 to the Company’s
10.24* Employment Agreement dated November 1, 2006 between HRB quarterly report on Form 10-Q for the quarter ended January 31, 2007, file
Management, Inc. and Carol Graebner. number 1-6089, is incorporated by reference.**
10.25* Separation and Release Agreement between HRB Management, Inc. and 10.33 First Amended and Restated HSBC Settlements Products Servicing Agreement
Nicholas J. Spaeth, filed as Exhibit 10.32 to the quarterly report on Form 10-Q dated as of November 13, 2006 among Block Financial Corporation, HSBC
for the quarter ended January 31, 2007, file number 106089, is incorporated Bank USA, National Association, HSBC Trust Company (Delaware), National
herein by reference. Association, and HSBC Taxpayer Financial Services, Inc., filed as Exhibit 10.28
10.26* Form of Indemnification Agreement for directors, filed as Exhibit 10.1 to the to the Company’s quarterly report on Form 10-Q for the quarter ended
Company’s current report on Form 8-K dated December 14, 2005, file number January 31, 2007, file number 1-6089, is incorporated by reference.**
1-6089, is incorporated herein by reference. 10.34 Agreement of Settlement dated April 19, 2006 among HSBC Finance
10.27 HSBC Retail Settlement Products Distribution Agreement dated as of Corporation, HSBC Taxpayer Financial Services Inc., Beneficial Franchise
September 23, 2005, among HSBC Bank USA, National Association, HSBC Company, Inc., H&R Block, Inc., H&R Block Services, Inc., H&R Block Tax
Taxpayer Financial Services Inc., Beneficial Franchise Company Inc., Household Services, Inc., Block Financial Corporation, HRB Royalty, Inc., H&R Block
TaxMasters Acquisition Corporation, H&R Block Services, Inc., H&R Block Tax EasternEnterprises, Inc., and Lynne A. Carnegie, filed as Exhibit 10.38 to the
Services, Inc., H&R Block Enterprises, Inc., H&R Block Eastern Enterprises, Inc., annual report on Form 10-K for the year ended April 30, 2006, file number
H&R Block Digital Tax Solutions, LLC, H&R Block Associates, L.P., HRB Royalty, 1-6089, is incorporated herein by reference.
Inc., HSBC Finance Corporation and H&R Block, Inc., filed as Exhibit 10.14 to 10.35 Amended and Restated Five-Year Credit and Guarantee Agreement dated as of
the quarterly report on Form 10-Q for the quarter ended October 31, 2005, August 10, 2005 among Block Financial Corporation, H&R Block, Inc., the
file number 1-6089, is incorporated herein by reference. ** lenders party thereto, Bank of America, N.A., HSBC Bank USA, National
Association, Royal Bank of Scotland PLC, JPMorgan Chase Bank, N.A., and
J.P Morgan Securities Inc., filed as Exhibit 10.3 to the quarterly report on
Form 10-Q for the quarter ended October 31, 2005, file number 1-6089, is
incorporated herein by reference.
H&R BLOCK 2007 Form 10K