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Home My WebLink About97-00072 ~ IN REI REBECCA A. WINSTON and SARAH E. WINSTON, Minor Children IN THE COURT OF COMMON Pl,EAS OF cUMBERL.r\ND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. n - 7 ~ORPHANS' COURT ORDER OF COURT 2 ~10 I. ,~ AND. NOW, this -2_ day of. \tl"",,_."'-.AO....~.__, 1997, upon consid~ration of the Petition of Wendy L. Winston, by her attorney, Dale F. Shughart, Jr., Esquire, it is hereby ordered and decreed that Financial Trust Services Company is appointed Guardian of the Estates of Rebecca A. Winston, a minor child born March 6, 1985 and Sllrah E. Winston, a minor child born November 28, 1986. Bi:~~. J</ ,. r. J. 0 ',t!!(, o.C!l N 0\ 50.; ~~~: ' . c: - , ,~ '-..-' l,: ~- U ( } ~ :.1 'n ~ d, I") Q ;.J' '..- -~. III (l ~, I) ~s ~~ P\ r-METROPOlITAN LIFE INSURANCE COMPANY -'1 TOTAL 485-B METROPOLITAN CORPORATE PLAZA CONTROL ROUTE I SOUTH SUI TE 300 ACCOUNT ,. ISELIN, NJ 08830 .J STATEMENT L r-REBECCA A WINSTON I o MetLlfe 125 SHOLLY ORIVE MECHANICSBURG PA 17055 10 01 15-0LI~_:.4_ ,___J..2/20/96 'J L , PRIMARY STATEMENT -, ACCOUN1' NUMBER CLOSING OATS _ BAL"NCE ~6ST STA1MENT 2 . , E 220.2 .00 ACCOUNT TRANSACTIONS DATE, , , , CHECK NO""" AMOUNT, , , , , , , BALANCE, , , , , DESCRIPTION 12/20 220.23 57505.56 INTEREST ***~** EFFECTIVE ANNUAL YIELO ***~** INTEREST CREOITEO YEAR-TO-DATE 11.75% ****** 2624.24 ****** WE ARE PLEASED TO I NTRODUCE THE "TOTAL CONTROL ACCOUNT ANSWER LINE ," A NEW VOl CE RESPONSE SYSTEM THAT ENABLES YOU TO OBTAIN MORE INFORMATION ABOUT YOUR ACCOUNT SEVEN DAYS A WEEK, 24 HOURS A OAY. FOR DETAILS, PLEASE SEE PAGE TWO OF THE ENCLOSED "LIFE ADVICE" NEWSLETTER. ********** END OF STATEMENT ********** El<hibit "A" .. ~ '" ~ i , , i i i & ~ See reverse ~Ido for reconclll.tlOn of thl!J, stllemant ,nd Important Inform.tlon. ",,;=,,_nn<""''''''''';'''~ ,. ~-""--__''''''''c 08/29/00 18.273 shares Governor Flggresflive Growth Fund Net Proceeds 226.04 Fid. Flcq. Value 208.50 17,54 08/29/00 37.361 shares Governor Established Growth Fund Net proceeds 546,22 Fid. Flcq, Value 506,99 39.23 08/29/00 0.272 share Vanguard #94 Institutional Index Fund Net Pro'-'eeds 37.65 Fid. Mq. Value 32.50 5,15 09/27/00 2,909 shares GovernoX' Flggressive Growth Fund Net Proceeds 34.35 Fid. Flcq, Value 33,19 1,16 09/27/00 50.807 shares Governor Intermediate Term InCOlne Fund Net Proceeds 473,01 Fid, Flcg. Value 507,05 34.04 09/27/00 17.299 shares Governor Limited Duration Government Securities Fund Nst Proceeds 168.84 Fid. Flcq. Value 167.11 1.73 10/27/00 55,061 shares Governor Intermediate Term Income Fund Net Proceeds 513,17 Fid. Flcg. Value 549,51 36:34 10/27/00 12.955 shares Governor Limited Duration Government Securities Fund Net Proceeds 126.57 Fid, Flcg. Value 125.15 1.42 11/28/00 81.938 sharee Governor Intermediate Term Income ~'und Net Proceeds 764,48 Fid. Flcg. Value 817.74 53.26 8 11/28/00 22.652 shu'eo Governot' Limited Duration (lovet'nmen~ Securi t!.eo Fund Net proceeds 221.31 Fid, J\cq, Value 218.82 2.49 12/27/00 77.101 shareo Governor Intermediate Term Income Fund Net Proceeds 734,00 Fid. J\cq. Value 769,47 35,47 12/27/00 11.222 shares G~vernor Limited Duration Governmen~ Securi~ies Fund Ne~ Proceeds 110.20 Fid, Mq, Value 108.40 1.80 01/29/01 4.129 shares T, Rowe Price Foreign Equi ~y Fund Net Proceeds 71,76 Fid. Acq. Value 88,81 17'.05 01/29/01 0.486 share Vanguard #94 Institutional Index Fund Net Proceeds 60.31 Fid. Acq. Value 58.07 2.24 01/29/01 77.911 shares Vision Large Cap Core Fund Net Proceeds 929.48 Fid. Acq. Value 1,057.25 127 . 77 01/29/01 '62.193 shares Vision Small Cap Stock Fund Net Proceeds 647,43 , Fid. Acq. Value 661.10 13.67 02/27/01 138.697 shares Vision Intermediate Term BO'ld Fund Ne~ Proceeds 1,319.01 Fid. Acq. Value 1,384.20 65.19 02/27/01 40.366 shares Vision Institutional Limited Duration U S Governmen~ Fund Net Proceeds 395,99 Fid. Acq, Value 389.94 6.05 9 " 03/27/01 166,884 shares Vision Intermediate Term Bond Fund Net Proceeds 1,600,42 Fid. Acq, Value 1,665,.',0 65.08 03/27/01 3~,554 shares Vision Institutional Limited ,Duration U S Government Fund Net Proceeds 388,82 Fid. Acq. Value 382,0~ 6.73 , 04/27/01 25.434 shares T, Rowe Price Foreign Equity Fund Net Proceeds 399.82 Fid. !\CCJ. Value 547.09 147.27 04/27/01 1.029 shares Vanguard #94 Institutional Index Fund Net Proceeds 116.20 Fid. Acq. Value 122.96 6,76 04/27/01 73.499 shares Vision Large Cap C~re Fund Net Proceeds 751,89 rid. 1\cq. Value 997,38 245 ,4'9 04/27/01 23.585 shares Vision Small Cap Stock Fund Net proceeds 232.55 Fid. Acq. Value 244.81 12.26 05/30/01 0,917 share Vanguard #94 Institutional Index Fund Net Proceeds 106.46 rid. Acq, Value 109.57 3.11 05/30/01 61.926 shares Vision Large Cap Core Fund Net Proceeds 653,32 Fid. Acq. Value 840.34 187'.02 05/30/01 58.787 shares Vision Sma.ll Cap Stock Fund Net Proceeds 620,20 Fid. Acq. Value 610,21 9.99 10 PRINCIPAL BALANCE ON HAND # Unit. Dascription MTB ~rime Money Market-Inst-Fund #142 700.649 MTB Short Duration Government Bond Fund-Inst I-Fund #120 2,223,253 MTB Intermediate Term Bond-Inst I-Fund #220 1,421.037 MTB Large Cap Stock-Inst I-Fund #315 ~,1l9,14 MTB Small Cap Stock-Inst I-Fund #571 499.881 T. Rowe Price Institutional Foreign Equity Fund 25.395 Vanguard # 94 Institutional Index Fund Current Value or as Noted 1,162.92 6,740,24 22,343.69 Fiduciary Acquisition Value 1,162.92 6,799.85 22,993.62 11,837.24 20,189.44 9,837.24 10,423.69 7,573,20 9,044.79 2,746,70 2,942.90 W~_"_~__M~.__._ .______w_______ 62,241.23 73,557.21 .~=.~a~aaA.=m== mQ~=.a.c.a..==~ 12 11/23/01 117.543 shal'eG Vision Lal'gs Cap COI'S 992..06 Fund -- sh/lI'SS pUl'chassd 11/'1,5/02 259.623 shsl'ss Vision Lal'gs Cap COI'S l" 412.35 Fund - shal'es pUl'chassd 11/15/02 233.345 shal'sa Vision Smsll Cap Stoak 1,528.41 Fund - shal'ss purahassd 12/31/02 0.952 shlue:s T. Rowe pdae 9.96 Institutional FOl'eign Equity ,Fund - shal'e pUl'ahased 11/21/03 26,333 shal'es MTB !ntel'mediate Term 270.44 Bond.!nst !-Fund #220 - shal'es pUl'chased 11/24/03 93.136 shal'es MTB Small Cap 817.73 Stock-!nst I-Fund #571 - shal'es pUl'chased 12/23/03 0.761 shal'es T. Rowe Pdce 9.98 Institutional Foreign Equity Fund - shal'e pUl'chased 17 10/27/00 11/28/00 12/27/00 01/0S/01 (SS,061)sharea Bold (8l.. 938) shllres Bold (77,101)shllres Bold (2,702,37)aharea dlll.ivered J.n oonversJ,on to Vision Intermediate 'l'erm Bond Fund (549,51) (817,74) (769.47) (2S,890,19) o 0.00 ..IlII1lSl.r.: IIIl11lliJllmlll III 1:11......11I....,..= Governor Limited Duration GovernMent Seourities Fund ------------------..------ 05/02/00 207.039 shares purohssed 2,000.00 05/30/00 6S2,769 shares purohaaed ,6,32S.33 06/27/00 (27.057) shares sold (261,37) 08/29/00 17.283 shares purohased 168,68 09/27/00 (17,299)ahares sold (167.11) 10/27/00 (12. 9b5) shares sold (125.15) 11/28/00 (22.652) shares sold (218,82) 12/27/00 (11.222) shares Bold (108.40) 01/05/01 (78S.906)shares delivered in oonversion (7,613.16) to vision Institutional Limited Duration U S Government Fund ---..--..------- ...... -.................... 0 0.00 IUI:C1=CClIllIll:====== =ClllIll!llll;llIllIll===IIl== Keypremier Established Growth F\\nd -~--_.._~--_....._--------------.._-- 04/30/98 02/01/99 476,223 shares purchased (476.223)shares delivered in name ohange to Governor Established Growth Fund 6,462.35 (6,462,35) o 0.00 =1:1======-==-==== DalllI=a:===:IlI1:I1IIl:llCl= KeyPremier Intermediate 'l'erm Inoome Fund ----------------------- 04/30/98 02/01/99 1,002.004 shares purohased (1,002.004)shares delivered in name change to Governor Intermediate Term Inoome Fund 10,000.00 (10,000,00) o 0.00 1Ol...=~IllD.t:lCl=lZllll =.III.lIIlll..=:IiI..CIll 19 MTB ~arge cap Stook, Cla~s A Fund #300 08/1~/03 1,416.0402 shares reoeived in conversion from visJ.on ~arge Cap COl''' Fund-A #76 (0.0012)share adjusted (1,4l6.039Ishares delivered in oonversion to MTB Large cap stook-Inst I-Fund #115 20,189.44 08/16/03 10/17/03 0.00 (20,189.44) o 0.00 *,1zt1=l*,,1!::;::i.C1Il1==:ru: ;q;;:l;::ul:l;:l fI:;= ==11I 11I1:11: = MTB Large cap Stook--Inst I-Fund #115 _~___.__..__M________~.M__________._ 10/17/03 1,4'21. 037 shares reoeived in conVel'aiOn from MTB ~arge cap Stock-II-Fund #300 20,189.44 1,421.037 20,1.89.44 ====;:===a:m==;:!l:\l ;:;#==;:;;:;:=~I;fl::l=l:::ni:: MTB Small Cap Stook-Inst I-Fund #571 10/17/03 11/24/03 1,026.004 shares reoeived'in conversion from MTB Small cap Stoqk"A'Fund 1114' 93.136 shares purohased 9,605.96 817.73 1,119.14 10,423.69 ..=========::c=== ;;!!l:l:;;;:;==;;i;::;=::::=i::.== T, Rowe Price Foreign Equity Fund 05;02/00 92.98 shares purohased 2,000.00 05/30/00 25.7,431 shares purohased 5,125.46 06/27/00 (41,145) shares Bold (885.03) 08/29/00 16,045 shares purohased 344.80 09/27/00 14.755 shares purChased 295.39 10/27/00 8.501 shares purchased 158.71 11/28/00 12.214 shares purchased 226.33 12/27/00 26.85 shares purchased 453.76 01/29/01 (4.129) shares sold (88.811 02/27/01 16.965 shares purchased 270.59 03/27/01 32.615 shares purchased 487.60 04/27/01 (25,4341 shares sold (547.09) 05/30/01 4,819 shares purchased 74.93 06/27/01 21.085 shares purchased 304.26 07/27/01 16,845 shares purchased 232.13 09/27/01 47.771 shares purchased 571.82 12/06/02 (498.168)shares delivered in name cha!1ge (9,024.85) to T, Rowe Price Institutional Foreign Equity Fund .............,...... - -..... -....-....--......--.. 0 0.00 =:==:==-;:1;==-====:::1 ==lI!l,nHI:lnIlllCl:lllll==1JI 21 07/13/01 10/l.6/91 i 10/17/01 01/15/02 04/15/02 07/15/02 10/15/02 01/15/03 04/15/03 07/15/03 10/15/03 01/15/04 04/15/04 07/15/04 10/15/04 Manufacturers and rraders Trust Company - Guardian Pee Manufacturers and Traders Trust Company - Ouardian Pee Gateway Credit Card plan purchase of Gateway Computer for Winston Manufacturers and Traders 'rrust Company - Guardian Pee Manufactun,rs and Traders Trust Company - Guardian Fee Manufacturers and Traders Trust company - Guardian Fee Manufacturers and Traders Trust comJO.lny - Guardian Fee Manufacturers and Traders Trust. CompanY - Guardian Fee Manufacturers and Traders Trust Company - Guardian Fee Manufacturers and Traders .Trust Company -- Guardian Fee Manufacturers and Traders Trust Company -- Guardian Fee Manufacturers and Traders Trust Company - Guai'uian Fee Manufacturers and Traders Trust Company -- Guardian Fee Manufacturers and Traders Trust Company -- Guardian Fee Manufacturers and Traders Trust company - Guardian Fee, , TOTlU. DISBURSEMENTS OJ;' tNCOME."",. i , 30 200,75 194.25 2,191,00 225.94 196.22 185.08 177.56 186.91 183.57 265.99 267.44 268.95 268;96 268,49 268. to. . 9,834.73 sis=i*'l$!I=l'il.lIilliii;IAf:iil=l= , 0 , PROPOSED DISTRIBUTIONS TO Sr,NEFICIARIES # Units or lIS Noted Fiduoiary. Acquisition VUlle Current Vlllue Sarllh Eo winston - Minor hils re~ohed her M.jority . Plj'inoipal I Cash I, 1~2 0 92 I, 1~2 , 92 700,649 shares MTB Short Duration Government Bond Fund-Inst I-Fund #120 6,740.24 6,799.85 2223.253 shares MTB Intermediate Term Bond-Inst I-Fund #220 25.362 shares Vanguard #94 Institutional Index Fund 22,343.69 22,993.62 Il,83'1.24 20,189.44 9,837,24 10,423.69 '1,,573.20 9,044.79 2,746,70 2,942.90 1421.037 shares MTB Large Cap Stock..lnst I-Fund #315 1,119.14 shares MTB Small Cap Stock-Inst I-Fund #571 499.881 shares T. Rowe Prioe Institutional Foreign Equity Fund ~"___~_____.__ __~.___M______ 62,241,23 73,~57.21 .~~Q.a.=a.~..D aa=.a~UD..==~~ Income: Cash 3,799.02 3,799.02 3,799.02 3,799.02 -----.-----...- --_._-------~- 66,040,25 77,356.23 .~D.=...Q..... .a=B..a.=~a.== 34 <;:'\.<0 JUS" "" ~ III in '0, i c:: (,In . 0 ',' '~.. . ;~ R'i . , ::l 0 t;I f.~ a. & ,:~ ,C Vi ~ ti '~i 8 J.... '" . 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