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Home My WebLink About97-00139 . " I . c:.. - , go ~ :0 :i g~ :T)<1) m r> i- 'D " ;il w .... N f'i "'0 ..: .... \;';- " ~ ':.~ -h '" . , ~ l:::l ~ 0;;1 g 1~]~ i lO~i. ~ ~'E ~ < e 1-... f,,~~F- ". l'l J: ~ ! . ., 1163/ Section 10, 20 Pa.C,S, Section 5301 at seq, ("Act"), 7, The Transfer involved the creation of an account bearing account number 872 42274 with Merrill Lynch, Pierce, Fenner & . Smith, Inc" ("Merrill Lynoh") on December 28, 1590/ into which the sum of $18/000,00 was deposited and thereafter invested ("Aooount"), Attached hereto as Exhibit "a" is a true and correct copy of the first statement for the Account for the period from December 1, 1990, to December 31, 1990, 8, Merrill Lynch is a corporation having an office and place of business located within Cumberland County, Pennsylvania, at 214 Senate Avenue, Suite 501, Camp Hill, Pennsylvania. This office of Merrill Lynch has been responsible for the servicing of the Account, 9. The Account was and is styled as "Mary E, Moser C/F Ben Moser Walen UGMA/PA," 9. On account of the death of Mary Elizabeth Moser, a vacancy has occurred in the office of custodian for the Account, 10, Pursuant to Section 5318(d) of the Act, your petitioner requests this Honorable Court designate a successor custodian of the Account, 11. The value of the Account as of December 31, 1996, is $103/694,32, Attached hereto as Exhibit "e" is a true and correct copy of the statement for the Account for the period ending December 31, 1996, 12, Because Ben has not yet attained the age of fourteen (14) years, he is not eligible to designate a successor custodian, 13, Your Petitioner is qualified to serve as custodian of the Account pursuant to the provisions of Section 5303(b) and Section 5309(a) of the Act, 14, Your Petitioner has no financial interest adverse to Ben nor is your Petitioner a fiduciary, surety, or employee of a fiduciary or surety for any estate in which Ben has an interest, (';\1. WORI\\MISC\D 12JOIJ6A, WPIl .. 2 - . r '. ~ Morrill Lynch, Plorco, Flmnor & Smlthltlc. Mlltlllfll, IIeclIllll~I' IllIIulut r,QUlcHCl'n CCHllorallDn l"tl"C:1 a-t-- ACCOUNt. PIt' PAOE. TELEPHOHf . 112 '~Hl\ '06~ .._~ ~!~~. IUn:HtNT f'r:R 100 U OR 10 O'/~'I" TO l2/11/" 1"~'.h"07 PINANC:IAlCON~mr'--' INVf:STOR HAROARET N KE.. __1_ CREOIT LINE OFPICE IEAYI~ YOUR ACCOUNT f'(,[ za. IENATE AVE. STE SOl C_ NILL 'A 1/011 Sta/oment of Indlvlduallnves/or "ARY E HOIEA ell' IEN MOlE. MALEN UOHA/PA 110 HCCLUftEI OA' ROAD cARLISI.E 'A I/OII-IfSI C~SH IIl1tl. ACCOLOlT IUMMARV ..... I OPENINO IALANCE U4f!, ueR CLOSlNO aAI.ANCE UU.S2CR INVESTMENTS tl02080 MONEV AccO~lTS PRICED PORTPOLIO 11,111,00 1101,514,12 11I1111.. TAR INfORMATION SUMMARV 11"'1111I1 ~DESCRIPTION REPORTAfiLE DIVIDENDS NON REPORTABLE DIVIDENDS _=r-THls-;T"-TEHENY-i VEAR TO DATE _.-J $~SS .80CR 8l.2S6,UCR Ui6,4$4CRIliI U,tsll.07CRU "vou StiOLlLO NOT USE THIS MONTHLV STATEMENT FOR TA)! PURPOSES IF YOUR ACCOUNT IS SUBJECT TO IRS REPORTlNO, A TAK REPORTING SlATEMENT ImL BE SENT iN JANUARV, tlllNkll HONEy ACCOUNTS SUMMARY .""111 ~MONEV ~CCOUNT HL READV ASSET TRUST [ apf;t'UNO -r-CLOSING BALANCE: -1-_BALANl.:E DIVIDEND/INTEREST THIS STI1T. VEAA 10 DATE $,00 $1.251.00 t.oo 5.00 ...1111 OAILV ACCOUNT ACTIVITV 111111.. ~~ON-L DESCRIPTION ----I!~j AHaUNT 09 28 OPEN I NO BALANCE "42.ISCR 10 22 DtVIDEHD 10 ~2 DIVIDEND 10 2:! REINlIESlMENT 10 22 nlllD REINV ML HUHI HL HUHI HL HUNI / Ml. HUHI AGEN1' REJNV AMOUNT REINV PA-tCE QUANTITY BOT BD INSURED PT A BD NATIONAL p'r A BD NATIONAL PT A 80 N^TJUNAl. PT A tll70.10CIt I>S,60CR 17S,IO $73,60 lIO,Z' 1. tHO II ZI DIVIDEND HL ~IUNI 110 INSUREO "T A 1S$9,08CA \I 16 DIVIDEND HL HUN I BO NATIONAL "T A U2.41CR 11 26 REINlIE3TMEtfT HL HUNI 80 NATIONAL, PT A U~.'il \I ZI DIVD REINV . HL HUN I BD NATIONAL PT A AGENT REINV AMOUNT U;! ,41 REINY PRIcE $Io.se QUANT I TV BOT 8.tOSO IZ 16 'OIVIDENP EQUITY "iNCOME FUND NATURAl. GAS TRura ~ER 2 DEFINED ASSET FUND HOLDING UtiS, 1653 tQUITV INCOME fUND HA TURAL. GAS TRUST SER 2 DEFINEU ASSET FUHD 1l10,IlCR IZ Z' REINVESTMENT 1110,71 II Z7 'DIVlbENO OABELl.I EQUITY TRUST HOLDINO S72,S70S 1141,0ICA IIIIU....OOOUU 8E9f;.MBER 1"1 8 6\1 87.: 42274 Exhibit C ,.._-_....~ . f ( . If' ~ ~ Morrill Lynch, Plorco, Fonnor & Sm/lll/nc. U.nlb." hC~Ultl" ~nv"lor rl ot.tHOn Co,'peraUOh Iltll'CI Statemenl o( Individual Invoslor ..... ~AHSACTlON J II II ~EINVIITMENT II II DIVD ~IINV 12 10 DIVD ~IINV 12 II FUND DEl.IVERV 12 II FURCHASE 12 II DIVIDEND II II DIVIDEND 12 II ~EINVESTHENT 12 II DIVD ~EINV m.mtoNl!l , 1I-"5-AIII MA~V I MOOE~ DIF IEN HOSI~ MALIN UOMA/FA DAILV ACCOUNT ACTIVITV ..... DESCRIPTION I~U AMOUNTI OAIILLI IQUITV T~UST , IQUITT INCOME FUNO NATURAL QAS T~UST lEA 2 DEFINED ASSET PUND F~INCIP.L QUANT ITT lOT , . 1112 N. A, V, '12.01000 ACC~UED INT ',00000 1& DAIEU.I EQUITV TRUST PRINCIPAL REINV AMOUNT ~EJNV rRICE QUANT ITV lOT C_ISSIOH 1141,01 liAS. 01 ". H500 14.1161 ,. .00 1~'1 HL READV ASSETS TRUST lZ51 HL AeADV ASSETS TRUST HI. MUNI 10 INSURED PT A ML MUNI 10 NATIONAl. PT A HL MUNI 80 NATIONAL PT A , HL MUNI 80 NATIONAL F1 A AGENT REINV AMOUNT REINV PRICE QUANTI TV lOT 11211,00 UU,IICR "8,IICR "8 ,II "" . " 110.11 '.UZO 1211 CLDS INO IALANCE 1161 . 12C~ UIUlII CURREHT PORTFOLIO II II IUI. QUANT ITV J INVESTMENT DESCRIPTION 581,2068 II11QA8CLLI EQUITV TRUST '.115 ISS05 10." 1S81 lB5li,'~~5 EDUITV INCOME FUND 11.'40 'UIIO 2. " .... NATURA~ GAS TRUST SER ~ DEFINED ASSET FUND 78U.U20 HL MUNr 8D INSURED PT A 8.070 16"20 5,59 Uli:!9 162.,'110 HL MUNI 10 NATIONAL PT . 10,UO 11.,85 !i ,66 "II TOTALS POR PRICED INVESTMENTS .1 O~090 IS liS LEARN NON NtN IRA LEOISLATION ALLONS MARRIEO COUFLES fa E"PAND THEIR COHThlBUTIONS, ASK VOUR FINANCIAL CONSULTANT rOR DETAILS. IR^! "'111""1'"'" II IND DPSTATEMEH1 8rl~M81;7 ~"~2274