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Home My WebLink About01-0368 PETITION FOR PROBATE and GRANT OF LETTERS Estate of t1 e A A?. / Co v I.s~;v' No. also known as ItII<A HeAR.l <F. CO(//$o~ To: 21-01-368 Register of Wills for the . Deceased. County of CUMBERLAND in the Social Security No. ;10 3 -10 - .So / () Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executd R.S in the last will of the above decedent, dated A t/ q l.' S i Z C and codicil(s) dated V named , 19~ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in {2 (,/1;/ J ~~ I/J p eI h last family or principal residence at ~o Mh-e ~ /J1A.r/ .:1 i.- 0 ~~. do,t..t u".,. t d. A A.. /,:// ~) f>,a I '1013 (hst street, number and munclpahty) County, Pennsylvania, with. (.'1 /<. Q :; 5" ,.";"1 IV '" ~ S / IV 'I }.I ~,., e:... l.crIUlt-l ~')I,C'\d (~lr}1J ) Decendent, then at Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: f?8 years of age, died UIJ~(1h .;tc ,+9:;2..00', Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: IV () # e $ $ $ $ 3-& ~ , - _ " ~ 3~ '" ,: CJ 0 e? a..JC) .J...... 6 B~' ~\PI""" , WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters -to,S '1A Meu'l AI--'y theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) en 1) u t:: Q) ~~ en ___ Q)'" ~Q) C "t:lO c': <<S.;:: 3~ Q) '- ~o ~ t:: tlO iJ3 JJ c:J ~ A lei c!". {} A k ,<.; (?> ~ ..~ IV. B.e.ec./t co" ,1'-1 /2.cI ShdlC.i11171f, N.:!.07d7r C 4~ I- 0,4;<1 H-;'~ lio/cul FLy ;"'1 ;::~d~ c r ~;q I_p.-;r 1,-, // ~ I t/ /-1- c)o/ S'r [)~#T fJ~-1 ~~- OATH OF-PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1. ss COUNTY OF CUMBERLAND J The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. 2 affirmed and 10th ~;;#~~ _b/ ,/ V) ~. :3 ~ ..... $:: ~ ~ /6~(2(;23 -......_~? No. 21-01-368 Estate of MEARL COULSON (aka MEARL E COULSON) , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW APRIL 10 ~2001 t in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated AUGUST 26, 1999 described therein be admitted to probate and filed of record as the last will of MEARL COULSON (aka MEARL E COULSON) TESTAMENTARY DONALD E DANNER AND GARY L DANNER and Letters are hereby granted to ~ ") \ /~ / . .-j -- 7//1" II ;YP</L/,;.4:<//J.k..e.) )~z~/ ! R:J~r of Wills 1/ FEES Probate, Letters, Etc. ......... Short Certificates( ).......... x-pages. RenunCIatIon JCP $ 270.00 $ 36.00 6.00 ...... .......... $ $ 5.00 TOTAL _ $ 317.00 . . A~~~J... . ~ Q? . .2.QQ!. . . . . . . . . . . . . . . . A TIORNEY (Sup. Ct. 1.0. No.) ADDRESS Filed PHONE WARNING: IT IS ILLEGAL TO ALTER THIS COPY OR TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH. 4867652 .l<) ';"~",~r"", ,:, ,t'~;'r ,.f, " March 26, 2001 21-01-368 Mearl E. Coulson Male 203 - 10 - 5010 March 26, 2001 Augu s t 15, 1 912 Leidigh Station, Cumberland County, Pennsylvania Cumberland Crossings Cumberland County S. Middleton Twp. '(:t~;: !~; 'Wh it e Construction Superintendent No Wi.dowed Longsdorf Way Carlisle PA Mr. Gary L. Danner Scott D. Brenneman, FD Cocklin Funeral Home,Inc.,30 N. Chestnut Street, Dillsburg, PA 17019-0424 Aspiration Pneumonitis 1 week Cerebral Infarction Multi-infarct Dementia xxx David Albright, MD 850 Walnut Bottom Road, Carlisle, PA 17013 (\'/l.E~, t~ -r ~67608 March 26, 2001 153 Logan Road, Dillsburg, PA 17019 r~ .. l. IDast Ifill tUtu m!'shtm~nt OF HEARL E. COULSON BE IT REMEMBERED, that I, HEARL E. COULSON, of 611 Hillcrest Drive, Dillsburg, York County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my Last will and Testament, hereby revoking and making null and void any and all wills and Testaments and writings in the nature thereof by me at any time heretofore made. ITEM 1 : I direct that all my just debts and funeral expenses be paid as soon after my demise as may be convenient. ITEM 2: All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, whether it be real, personal or mixed, including property over which I have a power of appointment, I give, devise and bequeath unto my wife, ELIZABETH E. COULSON, absolutely, provided she survives me for a period of thirty (30) days. ITEM 3: Should my wife, ELIZABETH E. COULSON, fail to survive me for a period of thirty (30) days, or should we die simultaneously, I then give, devise and bequeath my entire residuary estate as follows: (A) Twenty-five percent (25%) thereof to DONNA LEE FUHRMAN . (B) Twenty-five percent (25%) thereof to DONALD E. DANNER. w~s: ~ 1\4 , W..:L, . ..ja.. JL.C{;L f-',lat!l~f;' "f n?:a;-z.[.i.~,/~~{d-_~.-;\ MEARL B./COULSON (SEAL) -1- I (C) Twenty-five percent (25%) thereof to GARY L. DANNER. (D) Twenty-five percent (25%) thereof to DALE E. COULSON. ITEM 4: I direct my hereinafter named Co-Executors to pay all inheritance, estate, succession and legacy taxes of whatsoever nature and kind, to which my estate or the transfer of any property passing hereunder or otherwise passing by reason of my demise, may be subject and to charge such taxes against my residuary estate, it being my intention that none of the aforesaid taxes, either federal or state, on any property required to be included in my gross estate, under the provisions of any state or federal law now in force or hereafter enacted, shall be prorated among the persons interested in my estate to whom such property is or may be transferred or to whom any benefit accrues. ITEM 5: I appoint DONALD E. DANNER and GARY L. DANNER, as Co-Executors of this my Last Will and Testament. ITEM 6: I direct that my Co-Executors or their successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this :<f.p-t!J day of ,q.~U5 -f- , 1999. ~: "" . t,...J _~ ;> /::b ~ / (,- - - y;tl:tCfd c./ YG-1"L /-#1 ;7,,"/' , / 9tl'ki~~j-L~(~/e.Z~../ ~{1-J, (SEAL) MEARL E. COULSON '--. -2- 'Ir COMMONWEALTH OF PENNSYLVANIA . . : ss COUNTY OF YORK . . We, MEARL E. COULSON, JAN M. WILEY, ESQUIRE and JANICE E. YOCUM, the Testator and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he had signed willingly (or willingly directed another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed this Last will and Testament as witness and that to the best of their knowledge the Testator was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. ~~L5d~ - ., #- .--] W ESS gg(~~ [;;1 ~ /~t , ITNESS r - tf Sworn to and subscribed before me this a{p+ll day of 41Lt5+ , 1999. - <)" L1 "/ !J J JlJ. rf · rfuu NOTARY PUBLIC MY COMMISSION EXPIRES: Notarial Seal S. Dawn Gladfelter, Notary Pubiic Dillsburg Bora, York County My Commission Expires May 17,2001 MamtlM" l?anns~Jv.aniaAss.ociation, of N.:ltarias G ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: MEfiR.L Co(/I-S<:l1'V fJ~A HeA/../ <:E. Cou /s 0;'\/ Date of Death: 3/J..' / ;J-oo I Will No. ,?. 0 C I _. Cl 0 3 ,- ~ Admin. No. ,;1/ - ~ I - 03 ,~~ To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on J9 /:)11. I' / I 6. I ;J. ~t:' , ( Name Address DlJle C-afJlsdA/ .;2.03 5 S' of t!'..v(:i/L .5' /, l~e"'ANS lo~Al JJ, I ?~9~/ D fJ IV' lV /I F (.,/ n t. H IJ A./ f<. D "7" 136;< ,5~(.'C f/~~~# xJ. G A ~ '( L. DIJ J./~~~ DCJA/A I J ~;,D AIv'yve It. /'1"11 P/Y';"'1 h~!J.~/LC'* (~A;A.,'~'; v,I/~1 (,4, dC'irJ(J -I'll:.) (5 /1/ 8~ecAc~{i /2c1 5), oIL f ;J, / / <; I AI. J, CJ?O">tf' Notice has now been given to all persons entitled thereto under Rule 5.6(a) except - Il/ () ~x-ce /)'1, ().A/S , Date: fJ4JIl;/ , I' ;Loo J J fJ ~ YJ~~ Signature Name DoA./ II Ie! Z. j)J4 MN~;Z Address ~ AI. j3.eee-A c: fie. Ii, If / ' S-)C/ltf /i,'/Is /LI1:.:r, tJ?tJ?tf ) Telephone (773 if b 7 - '-I / 1. I . /" . A. e' ec 1../10/'- Capacity: ~ Personal Representative - L..:eJ. >- _Counsel for personal representative , .... {/\ "., I ~} <.,,- ~ t: ~A\, '"~ '- ... """""-. ':"" .t'.. "\ ..:::.." '1-" .r-. ..~ j ", -- ~.. "'~ 9 ~~ .~ c~ ..1 '-.. ) /,) .-- "- .~\:-) ~r:t:; ~l'- ~~ \\~ ~~~ ~~ . .J ~'",..-'~~--~- -. -~~~ - -- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF HEVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG. PA 17128-0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT No.AA 496688 REV-1162 EX (11-96) RECEIVED FROM: I ACN ASSESSMENT CONTROL NUMBER AMOUNT =)f.:'t1"!{'H_~> :> n(l~.!l\~F.P (: } g-: 1 "/ . (3 (of 5 . c?::'{ ~~ i\.j Fi f-~ t:. C.~ "~4 C~ F':;~ O~' "r F~:~ C) {~~ 1. ~ ":::; ~ ! ~~J F~~ .r ~.J:( l.~.. ~;;1.. !\j .~j ;.) ~7 ~"~,; if? E~ FOLD HERE FOLD HERE ESTATE INFORMATION: FILE NUMBER .:.~.: 2~) {) 1 *- (., ;] tJ ti ~.5 t:~ ~"-l c:~ () :j ~- 1. (} ~.~ 5 (.t 1 () NAME OF DECEDENT (LAST) (: CJ U ~. ~; O!'.: rvH:J-\ r;: Co.. (FIRST) (MI) DATE OF PAYMENT ~1 ,/ t~.\ . -; .... ~;~ ~) '.") 1 POSTMARK DATE ;._:i .. .-' (} ~:! ," Eo" {) CO; : COUNTY :f. ~7" :~J L:~ ::; . r;:;J c: -.#) ~..." ~3 E: F..I L_ A r\~ [) TOTAL AMOUNT PAID DATE OF DEATH ':> :3 ,J 2 iJ / 2'~!<.~ j REMARKS UOi\JA:... 0 c U(.~f\~NE1;' RECEIVED BY I./}" f"iARr' L~ S . . Ij ff. ,/__(.,1 SEAL L";EC~" tt 10(JL~ r-.?EGI~:.;T[R l.J!L.L.~;..ft(b-~ REGISTER OF WILLS ~ - --- - _ - __ __ _ _ _ _ _ _ __ __ _ _ _ _ __ _ _~ __ _ __ _ _ _ _ _ _ _ _ _ _ __ _ _ __ _ _ _ _L. ~'.~ _ ~. _. _ Donald E . Dlnnlr 5 North Beechcroft Rd. Short Hills. N.J. 07078 Phone: 973-467-4161 June5,200 1 Mary Lewis Register of Wills Clerk of Orphans Court 1 Courthouse Square Carlisle, Pa. 17013 Dear Ms. Lewis I am enclosing 2 copies ofthe Inheritance tax return and supporting documents for the estate ofMearl E. Coulson file # 21-01-0368. Also enclosed you will find the check in payment of taxes due. Please advise if any additional information is needed. ~in dy, C . J." ,/ ) /(:7 l<'L~ X. <"'-7-,.1.,Y-1 Donald E Danner Co-executor ofthe estate of Mearl E. Coulson DECEDENTS NAME (lAST, FIRST, AND MIDDlE INITIAL) ~ Covl",,;^, He,~.I!-/ E, ~ DATE Of DEATH (MM.DD.YEAR) OATE OF BIRTH (MM-DO-YEAR) ~ .3{.).{,.. ;;..00 I <; I /5- II? I Z- W nF APPliCABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDDLE INITIAL) o REV 'IJOEX1'\lo) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 i!! :::c::!iCD ,,"''' w"g :t~..... "..., .. < c:g.--(Originar Return 04, Limiled Estate gf'Decedent Died Testate (AlIactlCOll'lofWill) o 9, Litigation Proceeds Received /b-~3 -3 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFIC,Il,l USE ONLY ') f- c./" FILE NUMBER dL-llL COUNTY CODE YEAR --'?Od6-S: NUMBER SOCIAL SECURITY NUMBER .:LO,3 - /0 -SOlO THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WIllS SOCIAL SECURITY NUMBER o 2, Supplemenlal Return o 4a. Future Interest Compromise (_ of deaUl aIl111' 12.12-82) ~ Decedent Maintained a living Trust (Attach copy ofTrusI) o 10. Spousal PovertyCredit(~ofde8\l'.betHeeJI'2-3,..a1 and 1-1-95) o 3. Remainder Rtltum {1IaIe ol dealh prior to 12-13-82) o 5. Federal Estate Tax Return Required .1 8. ToJal Number of SIlle Deposit Boxes o 11. Election to tax under Sec. 9113(A) (AIlac:hSchOl ... z W Q Z o .. .. l:! '" o " NAME / DC/Mil d F FIRM NAME I' ""_I D.4/VIVe/t -C:> ,<.'/'ec.'I"", TELEPHONE NUMBER UI / I 173-,/(,7- /1"" 1. Real Eslate {Schedule A) 2. Slocks and Bonds (Schedule B) 3. Closely Hald Corporation, Partnership", SoIe-PropIIetorship 4. Mortgages & Noles RaoeivabIe (Schedule 0) 5. Cash, Bank Deposits & MisceUaneoos Parsonal Property (Scheduie E) 6. Joi~ Owned "'-'Y (Schedule F) o Separate Billln9 Requasled 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Properly (Sohedule G '" l) 6. To\aI Gross Ass'" (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debls of Decedent, Mortgage Lia~lities, & Lians (Schedule I) 11. To\aI Daductions(toIal Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Une 11) 13. Chamable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) z o 5 ::I l- ii: c( (J W D:: 14. Net Valua Subject to Tax (Line 12 minus Line 13) COMPLETE MAILING ADDRESS I S /lhA.-'f" lJ..e.. ct.. <'I<d'f 12..:J ,<1< Shu"-'f N,/IS /A/-l' O"lO'/? (1) (2) (3) (4) (5) QFtCIAL USE ONLY 70, "1 g3 . oS- . - - ...... 311 ,J7's, Ob , (6) (7) 5'-1000.00 (9) (10) (6) 'i3 g, 2 S"'i'. JO JG,'-('I~Y2... 'I, ,3 '6'2...3'7 (11) (12) (13) )..0 I 8;l.. 'I. 11 J Lf (7, l.j!i 7, ). '1 (14) '-//7, <733J.'1 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of line 14 taxabfe at the spousal tax rate, or transfers under Sec. 9116 {a){1.2} z 2 c( - ;:) 1- i J .) ~ 16. Amount of Line 14 taxable at lineal rate 17. Amount of line 14 taxable at sibling rate 18. Amount of Une 14 taxable at collateral rate 19. Tax Due CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT (19) I <( I 7 ~ 'i .S"o 20.0 '-117,1.(332..7 x .0_ (15) ,/ x .0 tj:, (16) 1&', 7'6 'i. .5"'"0 x .12 (17) x .15 (18) Desedent's (!;omplete Address: STREET ADDRESS c./ ''1 he>K. /4 A/ J C /2 <' S S ,.., < I/"'. Au s do,( f 1-4/"- Y CITY C AIL I, s: Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Pnor Payments C. Discount /lJU/LS ",/< II.,,,,, t' ZIP I/C I c::,vNA (1) /8, 7 ~'I.So Cf:~7.2'~ Total Credits (A- 8 - C) (2) ?3cr. z.3 3. InteresUPenally ~ applicable D.lnterest E. Penally Total Interest/Penalty ( D - E ) (3) 4. If Line 2 is greater than Line 1 - Line 3, enler the differenal. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) A. Enter the interest on the tax due. (5) (SA) 17 8 '(S'..L 7 , 5. If Line 1 _ Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. 8. Enler Ihe lolal of Line 5 + SA. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 17, g'(S".27 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN ftXft IN THE APPROPRIATE BLOCKS t Did decedent make a transfer and: Yes No a. retain the use or income of the property transierred;nnnnnnnnn.......n..........n..nnnn...............n........................ 0 [3" b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 Er c. retain a reversionaly interest; 01...00...........................................00........................................................................ 0 ~ d. receive the promise for life of either payments, benefits or care? .................................:................................00.. 0 ~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................2..<;.e.....!;.s..~~.t!......(r::.....G..................... B' R- 3. Did decedent own an 'in trust for" or payable upon death bank account or secunly at his or her death? ........00.... 0 L.J 4. Did decedent own an Individual Retirement Account, annuily, or other non-probate property which contains a beneficiary designation? .....................................................................................................00................. 0 W IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, Under peoaIIies of perjLl}', I decIllre IhaI: 1 have examined !his relum. inckJding accompanying schedules and SIat8met1ts, and to !he best of my kncwdedge and beMef. il. is \rue, 00Jred. and comple\e. Declaration of preparet oIher than the personal representalive is based on all Infonntdion of which preparer has any knOwledge. SIGNATURE P SON RESPONSIBLE F Fill RETURN clM-a.-d ~ MlDRESS .6 /1/. B4Z-e.cl.. Cfi-e.ff R.d. SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE - C!c- e,x e <! L' -I <71"- S//,O A- f }I, / /..$ ,. DATE ~ >-/~ e"JC I ;V.I. CJ/o ?,y DATE ADDRESS For dales of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)). For dates of death on or after January 1, 1995, the tax rate Imposed on the net value of transfers to or for the use of the surviving spouse is 0% (72 P.S. ~9116 (a) (1.1) (i1) The statute does not exemot a transfer to a surviVing spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are sliil applicable even the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenly-one years of age or younger at death to or for the use of a natural parent, an adoptive parer or a stepparent of the child is 0% (72 P.S. ~9116(aX1.2)). The tax rale imposed on the net value oftransiers to or for the use of the decedenfs lineal beneficiaries Is 4.5%, except as noted In 72 P.S. ~116(1.2) (72 P.S. ~9116(a)(1)). The tax rate imposed on the net value of transfers to or for the use of the decedenfs siblings is 12% [72 P.S. ~9116(a)(1.3)). A sibling Is defined, under Section 9102, as , inriivirlll::ll who h::lll. :at Ipj:la nnA n::!il'l::mt in mmmnn with the decedent. whether bv blood or adootion. 1lEV-1Stl3 EX. + (l.an . SCHEDULE B STOCKS & BONDS COMIIONWEALTH OF PENNSYlVAMA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF f1ellll.{ ~. Coul5oIV FILE NUMBER .:l- { - 0 (- 0 3,. ~ All property jointly-owned _ right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. .;I.. DESCRIPTION We-II,.:v,t."'" rvjV() .- .]LO.)O, Sit.!> <9:J.}~? /Vllt.' ~ -.055"""" QJfi IIi''''AV ) rt/y" .- 3"~ I7M"';(.' c'''''' C..-""I""-7 V gl'l.8'(,NA _ .:,-7..;;". 'I.,.", SfoJ J Fv/VO Fe,)NC.r>f.". ft' /;Js1 VALUE AT DATE OF DEATH ! ~8'f1.'d't I . 0- 12..,o1-ll..,O 't. 5 1. ~ 0 ::5 'i.; </S.{O if) 37."'87 3. 'I j'J11i<-P [=-l/ ^" j) - 9 ~/,). 2- {\JA V .:>j/8'33,sI,s 6-. AM"'" I<. p,-",v.b 1'('7.3 ~2.K.s;J,S .$ . rillv' e J"I.?P # fWSS) "- 7. ')0 \ @ 3 '/() 7 10 I G _ 11. 3 (I.IV I is f J..k Me 1,,<,/"/' 1'''' . 71J/183os:' , REV.t508El<..{l-m *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEAlTH OF PENNSYLVANIA 1NHERJTANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Het\t../ E. (lo</Iso"",, FILE NUMBER ;l./-O/-036Y' Include the proceedS of /lligation and the data tho pmceeds were received by the eslale. AU property jo/nlIy-oMIed _lite rigbtol SIIl'IMllshIp must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. ~ (!.P 61... .;23 00 J.. He1lcA/ B.,,,.,K . '-I. S &'" / 1 ........,.., S1' Di'/J.6"/L ;.1. l7o/~ Me //0 /V &"''''1<- 'i. s 8/1/ /1M c,..,. 5-,.. . 50 tN'- .. J )01 MeA4b(""'.oZ...-s 1..$_,.,.- /'L~,il"r Uj./'4'-' ..:j.-<;J 0 tY L..<) t..'..s-~ D;zi.v<:,: H~t....J'~NI"t..$".'-''Y PIl, J7G...r.s-~ P.q. ..$"-;;lH 13"",(<. He,/ic,o/ /Ilu:,.l P. (I &.,. 4Y') . _ C . .11 (>,~ IHc )., IIJ.."sr P.'/., s.....r. I3~N" fc.~ 1-1..l1l!lf'. PC'. (\0 '1.'&7 C",/i~o;v ell I~. I fill. C A ec.../< ,....., Tt" 2.. Z. 2 - 2 t.l. - t c: <; t 7 fg '1'1 of) __l..__....., 3 c '5 (I,,", 9,/"},!J-3 l.__ ,..",. '-/ c: ..5 jS.6- 402. C~_ .r G " ,,"~I< f ....., # /0 'Iti 'It> 73 3 ')- .0 crfi.,_ ;) t 5 AV '''''rs ;;u. 'fa z I r y ;J 7 (, '/7. 0 5' I ..___...._...,' ? Tv / /!J,"'/"'CP r.l-l R",G)!('r'- /cloi",,", ~/e 1- /1-1 N"!CS / ~ ).. t, I-fe ef'-.SolV~ / e.-rf<?c.f~ 3FtJ. (/0 '* ~ 31/ ;;..75'""'.(1) , -'" Rf\I'1510D;"{1-97)~. '- COMMONWEALTH OF PENNSYLVANIA INHmTANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER.VlVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF 1"1",~R.1 ~'. Co v/!."J FILE NUMBER :J-1-ol- o3<;~ Thi> schedulelTlllSl be completed and flied ff the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes, OESCRIPTION OF PROPERTY %OF ITEM INClUDE THE NAME OF TliE TRANSFEREE, lHEJR RElATlONSltf> TO DECEOENf AND THE DATE OF TRN0fEP: OA TE OF DEATH DECO'S EXCLUSION TAXAI3lE VALUE NUMBER ATTACHACOPYOfTl-E DeED FOR REAlESTATE. VALUE OF ASSET INTEREST "'APAJCAII.E\ 1, DAIt: Covho".J - S",v 7.000 , 7, () () 0 1 /IJ~^,c y Co"ISe',,,, (tu,.{. C <J -f Dj",) ?,o<c>o I, () cJ () -3 DolV D~A/ftJet1.. -51-<"",/1 SON' 7,000 'II () C! 0 <f CA-tLCl j),4 A/ "",."" Cw,l<:. <' I' Do",) /,000 7 f1 0 0 , S C I!lL V D It IV -tt ,-/t - 51e;os "" "- 7,000 ? /) 00 , - G !J.,.".v Ale'; fi /),4 A-'''' t>.<- - Ctu. {.-e o + Cl''''~) 7 () 00 ''I, 000 . 7 " "^~_"_"'",_~_~"""._"A,> ? DaMNA F-bt-hfl1l1tJ -Slep Iftv.J/ /, kA '/,oc10 ?,-q-~-~ v %' R-1ct {It-J F-lItLA pI}"",,- (lI~sj"..." .. { lJetJJlb \ '( do" 1000 --'~-._~- fill fl. t:>1' /Le..s~ ""r C- AS A 7/LA I./S /",'-' A 60 "e - /JA.<c1 !Uo7Z': The l/d/tC'"'" /Jr.A..",) ,s -Ie f' e-) }/JrJ je 10 cA I /~ 1'-'>' Y I'll fLeA LO<:1/ _ - eft/!.... the ,'/? 5/, () ,,/S"'-.l. rlV TOTAL (Also enter 00 fine 7, RecapitulalioI'I) $ K"I 000, Co RE1}.15111 EX+ (12-99) . * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF HeM.! [ Cou Is. 0"-' FILE NUMBER ;).1-al-oJ..i' ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXpENSES: 1. /Jo..,e #C }.. 3Y CC)~}!/;",- F oJ,v<,,'<-" ( ?5" I B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representattve(s) DON,,1d l. <>i-- GAIL-'lL. OA.v.vt"IL '1,SL'I!1.00 Social Sacurlty Number(s)/EIN Number of Personal Representative(s) /( '(-30-'11][3 fo- Street Address ''f; " OcP./,J .. j,- IV.-/v!"- 8ee<--J...:....,lf e. 0'- tf City S I.<'''--l 1-/; Us State N, J . Zip (Ylo? 3 Year(s) Commission Paid: :)..." 0 I /V//J G.All'l .. 1 'tOil I=I)'I:"-y FeA'tA..," Cj. 2. Attomey Fees e; AI"'~S 0.',11-.- ,VA, ;J.()1.s" -1'1"'1 " . I ) ( 1, ?SO e""'1. 3. Famijy Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Stmet Address City Slate_Zip Relationship of Claimant to Decedent 4, Probate Fees 3 I '7. ,7 '" 5. Accountant's Fees 6, Tax. Return Preparer's Fees / fJd.s /(3 7, /..-e (f I' . jUe (..U 5 P f""o'T 75 ",'J I' /.A r-c/ JOc'/1-,,!> I C'. V M be'7 ,<I-,,:tl - 5-1.1/,-"''1 'j ;'",<.1) 71. fj. Me//o,v ;=ltvAJI/,~,A/ S~J!.V'C~.)l M I$ce/III iVt!'"C.J ('.!":. ~)<. f-t?/(,." 5> <':" 5- 7S "1 . TOTAL (Also ..nt~ oo\ioo 9. Recapitulation) $ /(. , '-f 'f 1. 'f 2. Debts of decedent must be reported on Schedule I. So UCI 5i $(, '''''''''''.".,'. COMMONWEALTH OF PENNSYLVANIA INHERITANCE Tt<X RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT MORTGAGE LIABILITIES & LIENS ESTATE OF M..,,.t.lf', (!o u Is. OA./ FILE NUMBER )../- 61-"'5'1' Include unreimbursed medical expenses. ITEM NUMBER 1, .2 3, , DESCRIPTION ~~, Del">' C"~ R,..,_",,<," - ,71UC~'rle '7'A1''''S' .<-<,<,o,'j';~ '" 1 {'Pi Jt-afed:'Hflcy- /l""1,"',....,.....7 ~-ls1.,."1- Pe.v..",..,"fY .J ..Ie"'!,;!.'!"''''' r y (!,!,,}< Q,.., R...., I"-"C''' <.( W' tis .-+: /;"''/ ':e<> <!j 1ft-I-", /3 IIi.. Ilj.,.,,~ ~v 1.10......... - '-;, VA (.L,'i;,v.s _ V.A/ ft~jl7bJ..'JI-..s-eJ M~/, elL j _)..I'P""!><~S .>', <!S+IMI11~c) ,i,VCC:U"'It- o { de,. 1" -f~ )l("-~ dvo!. tAR..- did" 11<'",,-1 A- N'i c.. ;).0<'0 , {'..z<=,s 't' II 'I- ~ e. f-vAiV flLep ;'112-1''f'",~ , III ~' ' I' (!, I c-./ r.....<"IL f!IVJe,/'2-,ib~7~ ~".s , .j p-elvlLlV , 41'-',1 "",7,4 e i A ,'hW!y/ t' . ~ r /J- ~ l ~ . f3.. ..I is. ON f [ /IZ"~ ,,14 - . It AMOUNT '9 12,97 $'07/2- 1<1. Co 302,30 150,00 3'1 (JCJ 00 Lf3rsL3'1 TOTAL (Also enteron Iinp.1n RPr::mit"r.,ti,...,1 ~ LI..., r; ') ) Ci REV-J513.EX+ 19-O0*, COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEfICIARIES ESTATE OF Ue"d .[ {l0</ 1-:> ON FILE NUMBER d-I-(j {-~ (,g 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERlY TAXABLE DISTRIBUTIONS [include outrighl spousal distributions, and Iransters under Sec. 9116 (a) (1.2)) o c~ Ie: (' 0 0/ f..s:<,UI../ dO.3 S. S-;-",,v-/J- ~Sh ~,4..t>MPNS k....,~)f~ RElATIONSHIP TO DECEDENT Do Not List Trusteo(s) AMOUNT OR SHARE Of ESTATE NUMBER I St' ,v ;J S?t> I ')01/ .Jt-t?r-:>" I'-' tJ !>-?o ~. D~~~& OP~M~~ .. d r.iV. a.., PC ~ cr-o{ 4 /l . o AI T cJ?07r 5)..or_f iI.li-" I'V-~' :1 0;11'-,/ DI'""~,.tl,, .~,..., Fel'f/..,," C,,/, /'10' / / 61";/V e.l. v.I/~/ Y' A . - :;J.O/5V- 17G.'/ 51-e f- oS '" ".... g .yep" 'I. f) Fvp- /, .." ;./ f-/~J./tv II -A ~ -u '/ (3n5v R. 0 r J fL-I. f+t!Mwl {<, j e /Ve .....p",<..1 r~ -) (J ') j In Iri<- S1-,;> P' <71' ":J ,;)sCJp ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE. ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE ,. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS ,. TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ {If morA!::nAl1P i~ ~ i~rt ~tff\n"l <>haGk- nf....... "'.......'" ..;~\ ;""-."...;,,'\ \ - illcrst lIill crub @.eSlcrffiPttt OF HEARL E. COULSON BE IT REMEMBERED, that I, HEARL E. COULSON,' of 611 Hillcrest Drive, Dillsburg, York County, Pennsylvania, being of sound mind, memory and understanding, do make, pUblish and declare this as and for my Last Will and Testament, hereby revoking and making null and void any and all Wills and Testaments and writings in the nature thereof by me at any time heretofore made. ITEH 1: I direct that all my just debts and funeral expenses be paid as soon after my demise as may be convenient. ITEM 2: All the rest, residue and remainder of my , estate, of whatsoever nature and wheresoever situate, whether it be real, personal or mixed, including property over which '. I have a power of appointment, I give, devise and bequeath unto my wife, ELIZABETH E. COULSON, absolutely, provided she survives me for a period of thirty (30) days. ITEH 3: Should my wife, ELIZABETH E. COULSON, fail to survive me for a period of thirty (30) days, or should we die simultaneously, I then give, devise and bequeath my entire residuary estate as follows: (A) Twenty-five percent (25%) thereof to DONNA LEE FUHRMAN. (B) Twenty-five percent (25%) thereof to DONALD E. DANNER. w~s: ~ "'" . &J..;L., ':)0 J {( CC[;",YolLt/J'1 C' Arl-' tl /) />!/> dJ-ci<.ffrer-,,-K/..1.-CC-J\ J SEAL) HEARL E.~COULSON -1- \ , "'~....r .~ , I I I I ! I' \ \ \ I \ I \ i, i ; (C) Twenty-five percent (25%) thereof to GARY L. DANNER. (0) Twenty-five percent (25%) thereof to DALE E. COULSON. ITEM 4: I direct my hereinafter named Co-Executors to pay all inheritance, estate, succession and legacy taxes of whatsoever nature and kind, to which my estate or the transfer of any property passing hereunder or otherwise passing by reason of my demise, may be subject and to charge such taxes against my residuary estate, it being my intention that none of the aforesaid taxes, either federal or state, on any property required to be included in my gross estate, under the provisions of any state or federal law now in force or hereafter enacted, shall be prorated among the persons interested in my estate to whom such property is or may be transferred or to whom any benefit accrues. '.:.: ITEM 5: I appoint DONALD E. DANNER and GARY L. DANNER, as' Co-Executors of this my Last Will and Testament. ITEM 6: I direct that my Co-Executors or their successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ;{1.Ji*.!i day of 4u.-'t 115 1- , 1999. ~: _ ..,... /~.J...;> ))rMUC.e. &. ,~f /4/ 9ju;;".n,/"_J~'~_1 "V-" (SEAL) HEARL E. COULSON ~. -2- _.<-~- COMHONWEALTH OF PENNSYLVANIA . . : SS COUNTY OF YORK . . We, MEARL E. COULSON, JAN M. WILEY, ESQUIRE and JANICE E. YOCUM, the Testator and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and \ Testament and that he had signed willingly (or willingly directed another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed this Last will and Testament as witness and that to the best of . their knowledge the Testator was at. the time eighteen (18) years of age or older, of sound.mind and under no constraint or undue influence. 6)/;f;;-HJ.~ O-M~ ~. ~~. ULSON .- - ~ d_ --. ~. J W ESS ~(&.~YfH'agt ITNESS Sworn to and subscribed before me this ,;?tp+b day of A AU:::'+ , 1999. -<) 117 /iJII1.A)p;:h.h) I - NOTARY PUBLIC MY COMMISSION EXPIRES: Notarial Seal S. Dawn Gladleller, NoWy Public. DiIIsburg Boro, ,York COllnty My Commission ExpIres May 17.2001 MnffibJJf\, filannswvania.Assoc.iation,ot. /'lI{)lar~e5. lHE WILEY GROUP ATroItNEYSATlAW ONESOUIHIW.11MORES1: DRl.SltVRG, 1M. 17019 i I I I I I I I I 11 II II Ii HEALTH CARE TRUST {s +1, THIS ":J:, ",e TRUST AGREEMENT, made the day of , 2000, by and between HEARL E. COULSON, of 611 Hillcrest'. Drive, Dillsburg, Pennsylvania, hereinafter referred to as TRUSTOR, and NANCY L. COULSON, of 203 South Stoner Avenue, Shiremanstown, Pennsylvania, hereafter referred to as TRUSTEE. WIT N E SSE T H WHEREAS, TRUSTOR, is the owner of property and assets as described in Exhibit "A", attached hereto; WHEREAS, TRUSTOR desires to make provisions for the care and management of such property and assets, the collection of the income therefrom, and the disposition of both such income and such property and assets in the manner herein provided; NOW THEREFORE, for the' reasons set forth above, and in consideration of the mutual covenants set forth herein, TRUSTOR and TRUSTEE agree as follows: 1. TRUST ESTATE TR.USTOR assigns, transfers and conveys to TRUSTEE the property and assets described in Exhibit "A", attached and incorporated by reference herein, receipt of which is hereby acknowledged by TRUSTEE (such property and assets hereinafter 1 TIlE WILEY GROUP A1'1'OItl'€YSATLo\W IlNESOUIHlIAl:l1MOREn DIlllBURC. PA I7UIJ I II II Ii ,I I: , referred to as principal). The principal shall be held by TRUSTEE in Trust, on the terms and conditions hereinafter set forth. I' ,I I II 'I 2. REVOCATION AND AMENDMENT: TRUSTOR reserves the right anytime, by an instrument in writing delivered to TRUSTEE, to revoke or amend this Trust in whole or in part. The duties and liabilities of the TRUSTEE shall under no circumstances be substantially increased by any I , I il " II amendment hereunder except with its written consent. 3. ADDITIONS TO TRUST ESTATE: with the consent of the,TRUSTEE, any person may, from time to time, by conveyance, assignment, transfer, will or otherwise, add property or assets of any kind to the Trust Estate or any part thereof. Such property or assets shall thereupon be subject to all terms and provisions of this Agreement. 4. DISTRIBUTION OF INCOME AND PRINCIPAL: TRUSTEE shall hold, manage, invest and reinvest the propert~ and assets of the Trust, shall collect and receive the income therefrom, and after deducting all necessary expenses, incident to the administration of 'the Trust in the manner herein provided shall dispose of the net income and principal of the 2 TIlE WILEY GROUP A1'lURNEYSATlAW. ONESOUIlI8AU1MORESI. DlLlSBURG, PA 11019 .'.'__._,A.....~'....~-""'_",",..#..'..._... -Trust as follows: (a) TRUSTEE shall pay to of , Pennsylvania, the monthly statement for the care of the TRUSTOR, as the bill is rendered. TRUSTEE shall also have the right to invest the Trust Estate and pay from the principal of the Trust Estate any funds which the TRUSTEE deems necessary for the additional health, care, support, maintenance and recreation of the TRUSTOR. It being understood that this responsibility shall be the sole responsibility of the TRUSTEE herein and no payment shall be made for other purposes. (b) TRUSTEE may change the type of investments as set forth in Schedule "A" hereinafter, without the consent of the TRUSTOR. It being the intent of the TRUSTOR to allow the TRUSTEE to use her expertise in choosing the investments. However, the TRUSTOR may at any time request the TRUSTEE to change the investments. (c) Upon the death of the TRUSTOR herein, the TRUSTEE may pay the ~xpenses of the TRUSTOR'S last illness and funeral, and also any inheritance tax from the Trust Estate unless other adequate provisions shall have been made therefore. When said payments have been made the balance of the Trust corpus and 3 11JE WILEY GROUP ~ATlA.W IESOV1H B.U:J1MQItESI. nnrGIIJRG.PA17Ol!l '; II Ii il II I: II, I' i! I I accumulated income shall be paid in accordance with the Last will , Testament of Hearl E. Coulson. 5. INVASION OF CORPUS: TRUSTEE hereunder shall have the absolute right to invade the corpus of the Trust for the health care of the TRUSTOR herein at anytime the TRUSTEE deems it advisable. 6. POWERS OF TRUSTEE: In the administration of the Trust, TRUSTEE, in addition to all other powers granted by law, shall have the following powers, all of which shall be exercised in a fiduciary capacity and primarily in the interest of the TRUSTOR. (a) To retain any property or undivided interest in property, received from the TRUSTOR or from any other source including residential property, regardless of any lack of diversification, risk or non-productivity; (b) To invest and reinvest the Trust Estate in bonds, notes, stocks, or corporation regardless of class, . real estate interest in and real estate, or any interest in trust including common trust, funds, or any other property or undivided interest in property, wherever located, without being limited by any statute 4 TIlE WILEY GROUP A'J'I'ORNIn'SATIAW JNESOUIlI BAU'JMORESI:. nnICIII!RG.PA.IlD., II I I II Ii II I i' I or rule of law concerning investments by TRUSTEE; (c) To sell any Trust property, for cash or on credit, at public or private sales; to exchange any Trust 'property for other properties; to grant options to purchase or acquire any Trust property; and to determine the prices and terms of sales, exchanges and options; (d) To operate, maintain, repair, rehabilitate, alter. improve or remove any improvements on real estate; to make leases and subleases for terms of any length, even though the terms may extend beyond the termination of the Trust; to subdivide real estate; to grant easements, give consents, and make contracts related to real estate or its use; to release or dedicate any interest in real estate; (e) To borrow money for any purpose and to mortgage or pledge any Trust properties; (fl To. employ attorneys, auditors, depositories, proxies and agents with or without discretionary powers; and to keep property in the name of a trustee or nominee, with or without disclosure of any fiduciary 5 relationships or in bearer forms; (g) To determine the manner of ascertainment of income and principal, in the allocation or apportionment between income and principal of all receipts and i: Ii , disbursements; Ii II !i !I 'I , ! ,I I' I (h) To take any action with respect to conserving or realizing upon the value of any Trust property, and in respect to foreclosures, reorganizations or other charges affecting the Trust property; to collect, pay, contest, compromise or abandon demands for or against the Trust Estate wherever situated; and to execute contracts, notes, conveyances and other instruments, including instruments containing covenants and warranties binding upon and creating a charge against provisions excluding personal liabilities. (1) To receive additional property from any source and add it to and commingle it with the Trust Estate; (jl To make any distribution or division of the Trust property in cash or in kind or both, and to continue to exercise any powers and discretion hereunder for a reasonable period after the termination of the Trust, THE WILEY GROUP At1UIND'5ATUW "'""""'" IIAU1MOIlESl: DlI.LS8URG.PA 110" 6 q but only for so long as no rule of law relating to perpetuities would be violated; J (k) To invest principal and income without restriction to so-called "legal investments" for fiduciaries; (1) TRUSTEE shall have the right to make gifts from the Trust corpus to any of the named individuals in the trust instrument. 7. DURATION OF TRUSTEE I S POWERS: All of the rights, powers, authorities, privileges and immunities given to TRUSTEE by this Agreement shall continue after termination of the Trust created hereby until TRUSTEE has made actual distribution of all property held by her hereunder. 8. FEES: As compensation for her services hereunder, TRUSTEE may retain from time to time from Trust principal, income or partly from each, a reasonable fee for services rendered. 9. TERMINATION OF TRUST: Th~ Trust shall terminate upon the death of the TRUSTOR or in the event that the assets of the Trust Estate are completely extinguished, whichever shall come first. ~o. GOVERNING LAW: THI!: WILEY GROUP '1"IDInn'5AT IA.W 7 :soum.lJAI.J1MOIlEst. vrl"-IDQ.PAI7OI!I 'DIE WILEY GROUP ATIORNEYSATfAlV ONESOUIB1M.U1MORES'I: IJIIJ..SIl\lItGPAllI1' II II II I II I I \ II Ii II II I I 10. ALTERNATE TRUSTEE In the event Nancy L. Coulson is unable for any reason to serve as Trustee hereunder I direct that DONALD DANNER, of 5 North Beechroft Road, Short Hills, New Jersey, shall resume this position 11. GOVERNING LAW: This Agreement and the dispositions hereunder shall be construed and regulated, and their validity and effect shall be determined by laws of the State of Pennsylvania. IN WITNESS WHEREOF, TRUSTOR and TRUSTEE have executed this Agreement at Dillsburg, Pennsylvania, on the day and date first above written. ~:' , 'IA..A .. -L", . u ~ ~~R(SEAL} ~~~. (SEAL) NANCY . ULSON, TRUSTEE . 8 "'''''''-' '--'-'~--~~'~- ~._~----- NYSE Continued from Page 5B ..... Hf!Jh LOW Stodr. lUI 23,15 15.00 18.50 76.19 ,." "." 30.' 31.10 18.60 72.35 "'." 72.55 "" 3'1'.50 25.25 15.88 ro." 52.114 51.BS "... BUS .." 47.M I4.M 82.31 10.65 31.38 "." 11.19 15.75 11.:25 113.00 11.06 9.94 H1.8Il 10.13 IUS 1.84 25,35 .la.0Il ".00 30.42 \5.SO 18.13 D." 121.00 ".00 "." '.00 '''. 1.31 13.86 30.95 6.95 18.31 '" 23.13 "." 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HudSanUtdlJl(lb%4 22.14 +.44 Huffv 2 U3 +.02 HughSlIp .34 I 15.24 -.14 HUllotnR 1.65&... 15.30 Humono 10..59 +.09 Hunl\A/QY U" +.01 HutfJ"Sld d3.99 +.09 HI'PTCm 4.10' +;10 ~= :: ~:~ +:02 HyprnTR .87 9.00 +.04 -I S1.WtI!k High low SIDdl 1.69 ,3$ KII'lr05!ig 61.25 44.13 KnJII/IHI 19.1913.25 KOlltIrED 72.24 43.63 Kohls. 22.31 7.82 Koor lU8 7.70 KoflioEk 4.31 2.JB KoreoEql 1143 a..w Kina 5O.0ll2U5~nf ...... 14.90 KomFIII' lUS 8.75 Kramonln 'tl.94 16.49 Krllll9r 1'7.38 74.00 KYD<ien, -L 90.51 44.13 L-3Com 4.4B 1.88 LLE Ry 30.25 11.38 LNRPr M.li'9 1479 LSI Loo 1.75 2.94 LTCPn> 18.1413.00 LoZ8lIv 11.13 2.38 LobrRdy 23..50 15.25 LobChlll! 11ll.00 37.511 LobCp. $1.4511.13 LcIBtnch 24.7518.75 LDclGos 33.1316.69 Lofar'9l! .46.90 33.00 LokehdP 26.25 7.00 Ladl$e5 SO.45 16.06 Lon<lAmer 12..80 6..116 l.mliIYs 61.50 18.10 1.0f\<l!;E 16.94 11.94 LQSollel-t 25.00 16.73 LoSolktpf 36.00 19.50 U~arCorp 32.55 20..50 LeeEnl 60.25 JS.13 Ll!9gMos 22,5& 14.19 LeqaPlot 25.20 2UlI LI!I1$AFC31 %4.90 %4..50 LehDAL26r 116.2034.81 LehmElrs 53.25'.50.75 Lel1ElrpfE: 25.88 21.50 L/lhBHptl: 40.1511.38 LeMor 15.13 UI LiH:Il>>~ 37.SO 21.75 LetlCNall 126.fIIi "7$ ...mark 13.57 10.:31 LbfYASe 12..56 8.00 Lbty-ASG 4U8 30.75 LlbtvCp ~7.45 17.88 LlbFln 3lI.15 10.15 UbtVMAI :29.1313.00 LlblProp 109.00 59.50 LlnyEII 1 27.9414.44 llmlleds 56.38 29.00' LlIICNol 1 37.8820,00 L1l1ens 60.63 38.00 Lilian 51.2034.38 LIIClab 39.50 17.25 LoclchdM 4.191.07 Lodelon 58..5523.13L_, 32.50 4.90 LondnPoc 54.1S 24.06 LonIISITdl 31.95 11.56 LOIlObr!l 14.1810.56 L011jlvF 11.502.25 LorolSp 48.19 24.00 LDryNG 15.817,06 LoPoc: 67.25 34.25 LOWH 33.6518.25l:ub.-lzol 10.m 3.50 LllbYs 67.19 '1.85 L\Qnt , .17.061.1.13 LuXOttlca..! 1'1.501l,llOl.yond'1I -M 69.99 3U5 M&TBiI.t 11.10 ",63 MalA .1 -40.13 22.00:-MBNA .: 24.99 23'.00 MBNAllfAl. 21.ill 19,5li MCN'ElIlIyl 13.00 6.50 MstSff 41.4514,43 Moc .1 ',',.,., .' \"~r.';" ^ '"'--", ~....----~'-~ lI~T0DAY'i~A'x:~CH 27.2001.9B ,LIlltCM:Ite .52 -.02 $4.0J +.4'i' 13.82 +.41 60.015 +1.15 UO +.29 !.:v. +.14 ,,2.59 'n ,9.19 +,<tt 2U5 +1.27 11.03 +.93 UJ1.26 +.21 73,91 +.42 99.60 +3.M 1S_OO \/..39 'n 26.00 +.1'1 ,.... -ui ,~.OO +.1)4 '17.58 +,26 2.88 -,09 19.(11 +.50 ,115.116 -).U :u.9i!i -2.1$ '23..ul +.20 :30.14 +,39 '4).00 +.01 ~:~ +.1'0 11.02 +.62 21.59 -.31 16.68 +.0 2US -,25 '31.37 +.41 '2\1_63 +.13 -U,s.l +,04 19.049 +,19 '1125.15 +.06 .24.72 +.02 '67.65 +.:JD 52.38 -.28 '-25.11 -.1)( '3U7 +1.10- 111.18 "';'.2$ .132.30+.55 ~'K -US 12,18 -.a~ 8:80 +.15 1,33.00 ~.2Q (-'~,9'l -,l.l 1-4.16 +.84 1"27.88 +.81 ! 74.39 +1.80 lIS.53 +.25 1'<<1.90 +,95 128.81-\.29 179.8$ +.21 \'.u.,W/ +2.U ,'36..11 +1.21 I' 1.2$ +.02 55.99 +l.8f1 '-, 5.30 ~.10 (-42.00 +.0$ 128.91 -.09 112.50 n' , .2'.28 ~.06 !38.26+1.51 f 9.70 +,1)5 1,5UO +1.00 ! 30.10 +.82 f;'7.4" +.09 111.99 +;31 :U.79 -.2& t '4,95 +.68 1',,_~'OI +1.24 ,n.09 +1.24 3l.\l3. +.82 r,;g~ +:: j'I0.01 +.2& k35.9S -.03 Guide tQ our tables Hig~llowest pike:; in the- ~ 5";2 ~,efllts Stod< footnolrS, h Fiilal tradirig pnce and Stocks in bold rose or fell S% or mort'.saJes figures are wlOfflCial. changE' from p",vious day u Indicates oil new 52,;-week high 52-week h d Indicates a newS~'Wet!klow High Low Stock Div. PE Lost Chg n New issue in theeasr 52 weeks. , Split or stock dlvidtmd of 2S%or more inthe' past 52 25'.87,14.19 AAR ", n 17.34 +.23 weeks,_high-Iow~ and diVidend areadj.isted. 35'.23 21 ABM 2,' " 21,29 +.67 wd When distributf'd 25.33 18.67 ABNArnro 2.. ... 25.34 wi When issued Annlldl dividend rate, J I wwWithwarRnts based on most recent Stockpric~dlvided xw WMOtltwalTilfltS declaration by per-share earnings '" In bankruptcy or -recei'reIShip or being reOrgani:zed reported in last 12 under the BankruptcyAct', or secwities <issumed months by such companies. . AU divide.rids are annual pa)'OUtS based on me 'latest dedara- Mutual fw!d. /:oomotes tion. Exceptions: . Also extra Of extras NAY Jm:assetYalUe b Annual rate plussmckdividend NIl. Oata -oo..:orYail.ibIe c liquidating aMdend NE ~mgl,1e$tion:~b)lLipper . Dedaredor paid in prec~ 12 lTKlnths PIS fW1d dJd not exist lOr entire period f Dividend increased \ilst dedarati<m . N\'I:' F\IilthkiesnrltWishtobetradu:d i irregular rare. dec1aredorp;Jid after stock dividend YlD% War-to-date totalrelum percent, inchJding or srock split reinvested dividerJdsand capitidgains j Paid thisyear,'but furtherdMdendsare omitted e Clpilal,.m__day .. Dividend decreased last dedar.ition - ex..dividend ( ~ioll'>day'squote or ex-rights . Cash dividend previoUs day. !2--week ..- ..- "0> .... "'ok DI... PE lOStclKllite Hi'" L.. ,"" DIy PI! LosfC,""ge "0' Low ..... t1lvPELllSfCbonge n." 18.44 Mev ,,, " "... +;$\ ,.," '1.3' ~TUbe iii W.56 -," n." 13.00 "MllIfilOlm'.6O , .." -.17 23.13 5.81 MEMC ... ".. +,If\ 37,5(1 18.00 MO;c:lml,l$ 30.74 -.87 n.~ "." MIlUIlOI"e ... " 47.22 -.98 \\311 Ul MCR ,,, 9.1(1 +.Ii 41.25 19.19 MaYDS ." " ",.. -." 2O.9lI' 16.00 MlllsCP 2.13f14 "." +,~ .... 5.'IS MGF ,.. ... ',70 -;05 ".. ~,,, Ma'/fl;lg. ." " 32.19 +... .... 2UA MlnT~h .10 " ~.71 +.1& &.97 5.'14 M'. ." .... 6.6, ~.. "''" '.IUS MtCkiit.hY\ ,.. " 37.91 -.... ,n,'4 ..... MMM 2,40t221Q.t,1Il +2,28 .." "" MMT .... ... 6.40' +.." 4'.511 ,,., McCorm ,.. " <10.51 +... MAO ..... ....... ... u3Uf +3.,11 $;59 .... MFM ." .... 8.10 -,10 16.85 7.19 Mct:\erJ ):).17 -," M.22 2UO MInri wi .,. 1132..1$ +3.15 1$:94 ,,.. MFV '.65:. 1".32 +.. 3'1.9>1 24.7$ Mc:Qnld!. ,,, " "." +,,, .,... "... MlranfpfA.JIr/..."..40+.U5 nSli >lU9 MGIC .." " ..,,, +~61 .".. -41.1111 McGrH .m-2t :P.91 +1.53 16.)8: lS.1l:.I MI-sCollt 2,41 ... 23.62 +.37 38.81 20." MGMMr " ..,,, +;21 37.00- lMIO McKHBOO' .UM ".n +." 7.75 '" Mb$C,t1m ,n 3.41 -.~ "" "... MISi':nott ,,, , ~.0lI ",.. 9.75 m",l/CDFJn,].Cp... 10.53 -.12 ..." ..." ,,^ltchlEn ,,, " 53.70...,-1.04 ,14.1' ",'13 MIlX ... ." +~ ~13. 11.19 ..... ,:68 " 2A.W +.47 31.9,4 1,U ""hlIQ ..." +" "" It$, MSClnd " \5.96 +';62 ." :tl'J Med\DArl , "" --,..1)6 "... i\.~ MoblUITln, 25.11 +.01 29.13 ,.." McDrmd ... " 17.&$ +;$2 1201 61-" MICRoO 01 1.56 ~. .....- 13.81 ,,~ MadlsPr'Qt , ...3d +.... 24.75 18.:11 MacllI'li:;h 2.12,1921.56, +:~ j~oo M," """... .. 4.00,+3.50 "... 19.06 l\I\ohawk " 28.64 +1.25 ",.. 24.116, MockClilt 2.44:&'-2.5:;80 t, ",' ... 1.81 Medltrust ,... +,10 35:68 19.75 Mo"'!IfIlan .A8fS9 34.00 +.98 \QA9 ,",q .....,~ &,1S,"-;,q., ,~oo- 4t.W Medtm1c ,,, " ~.OI -." &S.7S ..." MonPw " 14.23 +,.. SU8 37.81 """", 1.3&"~i -46;5.1 >fl.:\: ',St?i( ..... MellonFnc ... " ".." +,.. '"D 28.t5 MON'{~ ..... , "" +.41 14,88 1.19 MoDnlk .., 934' ..... "'. ,,-" -- n ~90-2.05 29.20 ",.. MOOlh'ss .." " V." +.44 ".. 3.81 MaUW.u '-5 5," -;1~ '.n "" Mentlnc ... 8.60 _.W $.19 2.19 ,...,. .." . 3.75 -,'5 1&.\1 ...., MQkWlR \.'10'63 WI,OIl -:11 ~':t 5'9.7-5 -" 1.16 2& 11.4 +2.50 "." a.5fl Mof9l{e .36 " ",,, +.00 9S6 7,:<< ModHt ";91 .... +M "". _G, 1.00fl&' "'.n -,-.46 liO:.OCJ: ",70 MSDWtt .nf13 ",.. +... 10.88 5,81 MfI",IYP 1.14'::: 7.14 "';',33 :l'f;ss $50 .......,'" .34f26 "... +.&1 111.94 ".. MSAfli:l ."., ..., +,20 10.&9 '1.00 'MIlClMUl'i .... .... JO.SO -:-;~S ~ 7;'15 ,.. Met'ldGld ~ "... +.01 IA.IIS "" MarSEm 2,3Ie.. .... +.15 \(l:1f. 'J,IlOMlII'lMIm2. ..'" ... '11l-..'-'-.'lIJ iii' '~1l6 MerldRes , "" +.\2 "" ..... MSEMO 1.f6e. ,." +,.. '.75 7.81 MSDWlIvt .s.t .... ",,, la.,~Y " IU9"+'.38 14M MIH"fStHsp".02 . ,... ..., A.GO ,... MSDWyld ,,, 2:50 +.05 ..... IM3MOf11tow .:11 " ..." +.<15 3.25:' '.$6 ...,SIHR , ,.0> -.30 ~,,, 6.-U McmorCclre " 20.26 -." "i':',~ 'jl,2:;,'Mel11ol1Cp , "''' +,.. ..~ ,,~ MSDW'i-lt ..36 ,,, ,~:15 2&,')~ MlllU>W1 :211 " "... +:01 '.c.ll'\Mw;TlYn $ ,.. " ~.... +,.. ..&1 ".101 MSOWvlh .-42 ,,, ',n -.M 29.13 .... MonufHm 1.711',1' t1MJ +':35 19.50' H..l!! MlIGLOl 7.39.. 12.50 +,,, 18;75 108' MSDWltb'I.32 .. 17.55 ".." ".. MlrsSvcsll ,.." +;06 10~63 8.15 MlNlk\r.! '" -" ~.11'1 7.13 MSOWola ,,, 8.15 -.16 ... IU9 lU9 MSDWhrt ." .... -,n 32.19 1'1.75 Manulll'll .48fll 24.90 -." 2S:4 26.31 ~rlpfD l.75,... "", +.01 104.11' ,..., """""'" ., ,..U -.15 32,'1llc W.l1J MarlneDrf " "." +." "... "AI MIIrL'pfF 1.82';;, ~,.. +." .." 20." Mar~Mgt;l$1 32 ",.. -,10' '"OS 5.." Marltrn ,.. " ..., -.10 !tSl 2," -. .-4Oil:.. ',n -,-)12 ...~ 13.93 MokM'olos-,\6 " 1&.29 +.30 190.00129.44 Markel ...184.00 -." .... 1-Ul Milfllfen .." " 77.70 +,,, 2LIO '211.00 Mo'lorlapf 1.67. "'" -.." ~7,81 ".... MarlntA .2421 041)'.22 '+.32, iI:i2S 'sO.oo ~LlfeIRlA.OO,... ".... +,n ,.." "... Mueller " 29.11 +.74 135.4'1 ",,, MarsnM~L2.0lI 2!1 91.43 +1.25 4.94 19.1$ MliItliCas.~ 10 20.32 -,&1 ,.., 10.69 ilAunlCl$t ,,, 12.58 +.04 JiJ.7S D," Marshlls 1.061., ...." +,,, 3l;0li '14.88 MGM " 15.$4 -." 2.t.50da.t.9 MunlM~ U9I14 21.80 -.10 3>1.81 13.06 MSprl 59,'IUO +... $6:00 ",.. Met:tl.rT ,. ",~ +.~ 10.81 ... Mun,-""Fd.6-4 10.~1 -.00 ~j 3U5 ~r.t .5& llt <12.&2 +.&8 ro,,, 12.38 M.,<<, .2301... IS,72 +.57 ".. "... M""""'" ." 13.64 -.17 1." ,... +.1' n." ~.... Mlc"",Ts 18 A&.87 -1.96 13.6')'.1\,06 Muntnld ." ..' 12.93 +,03 27.00 """ M~ .52'18 noo +,,, ".. 21.25 MldAAuI t.3.tt 29 ~"" -," 13.1S la.a MunltllllS ." ... 12.90, -,~ ",,, ." MUUevE'!.04Q . ".... +,10 n." '." MKlAtlan " 19.05 -.OS 12.79 10,06 Munlfls.2 .n ,.. 12.60 -.10 &0.13 11',26 Mastecs , J3.n -.13 .... "... - ,.. . tUO -1.4& ,.... IltS6 'H,unIl'l~U ,73 1'2.'15 -..20 ...... ,." """" .1$. .~ ,.... +.74 13.$0 ,." MJdillFljy 1.13:-14 12.75 +..60 13.72 1(\,81 M.\ll:ilnNYI .1~ ". 13.6 -," 14.19 1.31 MorSel " VW +.." 1&.&3 "" MJdWGm ... "" -.OS 1~.75 11.18 MlJtIYldCA.110 ... 13.54 -.14 "..'" 16.00 Matsl.lShsl,I4e-.., 18.83 +,.. ".. 11.5& MdWExp 15.31 "'2 Continued on Page,lOB 19.0$ 9.7S Mo"" .." 18.0'1 +.~ 22.9. 1:t.31 MlIacran ..... . Ul.9S +.25 1a.3i~~;,'FTDISPtAY ..I"J"~;} '''lJ..~''D...' ...... .r.lln ,::;~~.":f~:.. -,::*Ia ," ",~~'~"I ;; ",':'F'UR ~. ,. . -"-----~--- ~ tUf"u;'1li"oowj"~ ~,<<(~ "st'18 "fll.d" "'~.7!i '':llf1tI'''~d'l...,<",.. '..OO'''';"':n-- we"" IU_ ';~f:lrt~:''"mf'''rr 0.11 T!J "0. .e, (,'.91 10.75 Oown(>vFn .~ " 0\3,25 +1.51 39.3fI J1.'O CArnv e.19... ::r.1.SS t.SS 15_m i'.~Q ;41 5,S6 Or..sGlob n 7.07 -_05 12.10 4.19 GnCohle .W 11.11 -,04 201 12.31 Intimoles ." " 1._90 '" \'.69 5.63 OrvHYST 1.15 6.66 -.:)0 w.n .26 GnDolo ... 21.C<i 14.61 lnlrowtg " ,1.i~1 'Qi \',;'0 7.S0 DryS!r; .5'- 'I.O~ -_09 79_00 46_3~ G~_~Oyn 1.121 " 6H..) -.BC 3~.95 22.56 Inyocore .05 " ;1)" 311 "..0 7,50 DrySM " s.n -.13 60.50 36,42 G~nEI"c S '" " 40_23 +.2ol n.00 11.30 lnvesGHS ~.43e 1,y, '" .t'!,;'" N.on Url!::Jllil: " ,';,N -,~7 3B,38 26,1>9 GnGrlll l.ll! " 30_,7 ....87 07.14 2l.4,j lnvT~h '" .1'1,1" ".1 " 6:;.(.; :1<<.1" DuPonl 1.4') " 4'1.91 +,"4 ~ci,35 Jl.3IJ C,.,,,Mil!, 1.111 " .11.76 -.05 7.AB 3.(Xl iomello . ";1 I):' 411.[1(;- :!U.63 DucmeR " 3.'i,3O +.19 N63 ~S.44 GnMo!r 700 , 53.7.l +1.61 :14,06 ]3,19 lonks " 15,:5 Ie 1I1.9a B,ci3 DuiP\HI .18a 10,6:] -.OJ 44.50 171'(1 GMlj S 19_30 '''-'::;5 "''' 18.19 IIl<>loo ," " ZU5 +1.31 n~5 10,56 DulPUC 1,02 12,1'() -_08 21.n 6.13 GenSeml , 9,63 -.10 15.70 10,91 Irlohln 2.6611. 11.0] I}' 4~,.n 24a8 Oukl'EuvsUO " 39.41 +1_53 21.00 \2.06 Gel15co " ")6,;-~ +.14 42.<15 29.50 IrollMtn 36.9;1 '" 2~..00 2~.45 DukeEnun 25.85 +.;,0 1.1.94 &,lI8 GnR~ct , S.<10 15.50 '00 Ispollnll .15e , HS ~~:,65 20.6~ O"kepfQ 1,ao 25_00 +.~C 28.45 1US Ge"t1Prt 1.141 " 2:':.39 +U3 14.00 5.69 IvexPk<;J , ',:.')(1 2/.,20 71,00 Ouh!>fT 1,M 25_10 -_70 :'8,11 10.19 GoGul1 ." . I/.:l~ -,04 -J 2;'.38 10.1, Ouk~ ~flJ 19,j 2'>_08 -.% 44..~O 19.31 GoPcGP ." " 29_52 +,97 - 2~,.75 18.M Du!l",Wk, 1,72 " 22.M +.M 32AU 21.56 GoPTimb '00 " 2S-M +.10 ~,06 19,n OukeWP/Dl,8~ ~4.40 +.10 21.13 ..~ GerbSe .1181 '00 +,25 13.06 8,00 JON Rty U. . 11.36 +.5-8 2;,25 13.00 DunBrodn 25.15 +.27 14,11 7.75 GerFl1 2."""'. 8.71 +.15 15.3) 8.&3 .ILG ... , 12.7(1 "'25 $\'.n 1:1.08 Dvco,", " 13.1'1! +,20 n57 6_75 G..rN..w 1.13" 7_45 +.10 64.63 32.:18 .IPMorIlCh1.36tI5 42,11 ~-_40 5\'.~ 27.13 DyOO9'Ys .~ " "'" +2.71) 24,00 14_41 Gilclans " 19_00 +~ 26.25 25.40 .IPMCoppfU8 25.85 > 41.69 27.13 Gillette .., M 31.61 -.04 19.10 lU8 .II' Rib 1.98t13 1O.9~ -+',\b - E 2.13 1.25 Glomis U8 ..... 11.16 Jobll .. "" -1.55 13.15 9_~1 Glolf~ller '" " 12-a7 +.07 32.16 19.00 .IocklnBox " 2a_So +,)8 n.69 0" ETrode 1.12 +,16 M,~~ ~7,15 GloxoSKlnL2;>" 29 50_90 +1.10 58.56 ,,~ JlIcobs '" .>4.10 +2.11 "'" ~1.00 E.ON AG 1.1...... .." H" ]9,68 14.36 GlenRT 1.66 " 17.66 +.A9 8.63 S.5lI JopnEQ 6.1~ +.ll lo.llS 2.13 EEX CD 3.15 -,13 16.19 lLe6 GlimchRI 1,92 W 15.:.lA +" 9.81 5050 JpOTC 696 .....2:J 2,1.9~ "" EIXpfA 1.97 ... 15.52 +.~ 37.75 11.15 GlblCrss 14.75 +.25 "'.. 19.50 J..."", '" 13 ",~ +1,35 14.20 11.6.1 GlobHI 1.65 1:.1.31 +.01 15.a8 55.31 Jeff Pilot .... II 65.34 +uo 2.!iM ..38 EIXpfB OJ> ".. +3.1-4 34.25 20.13 GlobM " 27.00 +.17 38.25 16.31 JHFnSrv .",., 35.11 +.35 10<1.94 29,96 EMCs 1.24144 "00 -1.10 31.-42 17,75 EMCOR H ~.OO --.51 12.30 .." GlobParl 1.-42 10.'10 +.20 60.69 36.56 JNuveen 1.20 " 52.311 +1.20 611.50 ~" '" 1,61... 60.73 +.31 21.45 15.00 GlabPoyn 18.50 +.211 105,94 .." John.ln 1.28 E 65.38 -2.83 51._69 10.25 EGG 1(", .16! ,. -4).43 -.05 2A_50 ," GlbIT"h, '^ +.0] 70_31 45-81 JohnsnClrll.24 " 61.00 +18C 24.00 1.1.50 Eorlhgr ." " 20,10 +-.1] 1.63 ~.56 Galdcomg '" OW +.02 41.09 21.23 JonesAIW " 3/.ll -H 24.00 18.94 Eas19r" 1.80114 ".00 +.W 31.88 13.75 GoldS1Bc ,W " 21>_86 +.01 19,38 12.86 JrnlReg 1610 -,12 ~.75 ".% Eo,1Chm 1.16 " 49.:30 +1.83 7(}.5O 29.94 G<lldWF ." JO 60,88 +1.311 65.69 15.31 EKodok U6 , 411.72 +,.. 133.63 65.50 GoldmonS ... '^ 89.2-4 -,57 - ({ 14.97 49.47 ',"00 1.16b11 68.61 +2.52 43.13 '1/,.69 Goodrdl 1.111 " 37.10 -.14 32.94 19.59 EolnVoJls " " 30,46 +.96 31.63 15,6() Goodvear I." " 24.19 +.16 ~.31 16.61 KB Home .E I 31.01 +1.32 1::.19 111.13 EVMulT ." 12.30 -.~ 14.88 1.25 Groce '" +.08 10.69 5.75 KB Hmpfl.83 9.31 +,42 \'.81 8.19 EV5rlnc ." 9.18 +.~ ~.OO 19.33 Gro~o s .~ " 26.17 +~ 6.,69 ," KCSEn 5,la +.18 "".69 "" Ecolot> .m " 41.75 +1.33 5~.9a 2~.31 Grolllllr ... 18 32.37 +1.41 3{I,19 15.13 <eM 10,84 +.30 """ ." Edbonlnt , ''''' +'" 21,75 24,47 GrodMbt '" 17.MJ +.15 ,," 4.75 Kmorl 9.0~ +.37 11.99 '"" 'DO ... ...u12.70 +.~ 15.48 11.00 GranlleC .., " JL7J +.11 <13.50 :B.13 KmarlFat3.S8 ~0.70. +.79 2/,.3S 12.00 Edwlf-S'I 17.90 +.10 26,25 13.13 GranlPrdlo 17.49 +." 61.00 8.55 KPNs ,,,. , 10.35 +,45 5)'.94 31.15 Edwtlrct, M '" 35.95 +1.24 4-63 \,% Gropl1Pk 2.15 -,0) ..... "" KVPtlBl " """ +1.20 2/..56 "." Eksnrlpt 2.18 26.34 +.14 20.25 ',00 GIA1P" ... +... ..... .'" KVPM. " ",.. +1.18 7!;.:lO ~" EIPo",Co .851 ~ HOO +1.00 ~" ,,~ GIAPc39 ,.~ 11.35 +.70 .,.. U. KalaAl . 3.52 +.17 3:~. 99 16.:B EIPosEPf ",. "." -.43 39.19 26.50 G1LkCh ." " E." +,52 6.9~ 3.81 Kaneb , '.00 +.20 'M ".50 Elan ;, "." H50 19.25 14.19 G1LkRE ",.o, , 11.00 ".00 21.S<l KClyPL \,M '" 24.68 +.71 31.88 11.25 Elcor .,. " 14.33 +.~ ~1.31 11.54 GreenptFlil.00 .. 32.15 +.80 """ 5.13 KCSoun "" +.71 n.oo 38.3B eD' .W N M.OO -.11 a.25 5.13 Griffon " 1.00 +.15 ",M 19.94 Kovdon ... '" 26_63 +.54 1.50 3.75 EI""tol 3.95 +.03 w.~ 12.54 GpoASurn 18_8(l ~.()5 46.19 26.25 K....bler .-45Q21 42.16 +.01 ~." 18.13 Elsevier ,M. '" 25.50 +1,05 ]3.(,3 6.8\ GEIe-klrll .n" , .." -.05 101.50 14.00 Kel1hleys .15t .. 16.10 -.55 \2.88 .... EAndlnB 1_roe. 10.30 +.10 JO,", 1.10 t;p)lusoc:ll ... +." ",00 21.56 Kelll>lll1 1,(11 " 26.24 -.04 ~3.ZS 19.06 E8rA"ron.13" .' 38.65 +.9~ N," 31.53 GTel"vso 33.76 +1.29 ",50 15.13 K"UwOOd ,M . 19.10 -.25 29.13 9.44 Embroil .," 1II.4ll +.n 28.88 15.38 GfKh JO ,,~ +.10 ",," 13.75 KemelS , 11,]2 -.M 13.13 10.25 EMlnco2 \,,, 11.55 -.05 1M.3D n... ""'" .... " "'" +uJ :33.00 19.13 K""'Hnll ," " 26.93 +.93 13.50 1.38 EmMklTel.25e I,M +.1-4 ".00 ,,~ G~, " 5.95 +.19 """ 2V2 K<mCol.. " 24.~1I +.54 "'.15 ..." EmrsnEl "'3 " ..." +171 11.S1 .0.76 Guldant ~ ..... +.~ ",00 13.50 KenlEI " 18.3" +,n 30.15 17,50 EmpDist 1.28 " 17.M +.., 6.31 \,00 Guilford 1.70 ,_-.0'1 1l.19 51.13 KeFrMe I." . 65.23 -,48 13.19 9.75 EEIChlle 10_92 +.33 6.19 '" GlfCctog 5.-42 +.06 59.1~ :19.75 KerrMll4 .,., 55.23 -.Jl ,., .., Emplca .,. +.16 12.88 6.5G GulflndoR 9.10 +~15 . '13.31 ,.;,; Kev~Mdn 11.09 +.33 9.;0 .,<< Eneolll " 7.55 -.03 -8 '13.52 0>1 KeyEng 10.911 +.~2 E.25 3.25 EncomP5s 0 '.% -.13 33..75 11.63 KeyPr<:I '" 21.15 +,05 15.17 11.15 E=AA, .~" +." 29.25 11.011 KeV<;CIrp 1.18111 24,93' +.32 2M,3 15.:B Encte~a .57e l6.ll/i +.31 J3.75 0," -H&CB n .,., 0,17 +.37 "." 15.75 KevS{>On 1.78 11 36.15 +1.11 33.65 15.9~ En"rgen ... " 32.50 +.16 ~,OO '10.08 H&QHII 5.18e.. 20.411 +.-4-4 29;25 <~t~:' KlIrllvR 1.mlS "10 +.14 "" 1411 eIWl1Ilar =<J -." "," 15.00 H&QLItI 4.1Se.. 11.45 +.41 11$ KlinbClk 1.12t21 M,ro -,51 n.50 11.14 E!lvEo,1 ,'"~ 0 11.39 +.10 lG.31 ," HA-LO \,00 -... ~5.13, 36.13 "'Imea 1.18115 ~2.45 +.42 1!.95 14.56 Enerpls\lll2.08e. . 14.89 +.19 ~," II," HCAHlIh ... .. 31;27 +.71 6<1.011 .36.:18; klndME 4.llOf23 ..... +1.85 2l.56 14.50 Ener51s 16.~7 +.19 27.19 ,1G.94 HCC In .,. " 2-4.55 -.15 ro.OO ,"," KlntlMorll .10 " 52.03 +2.23 1~.44 3.81 Enpsca .,,, +.J6 ',;,; ." HRPTPrp ,.. . 8.16 +.11 "." "," -KlngPhs 3U5 +l.85 Mutuals Continued from Page 88 Fund NAVChgYTD'll, M!ldAle 11.12 +.06 -8.9 Templeton I"stlt, EmMS 8.22+.11 -5.1 ForEqS 15_26 +.38 -8.8 Third Avenue Fds: Valu" 36.18 +.14 +1.5 Thornburg Fds C: Volu"C 28.99 +.-46 -1.1 Thornburg Fds: tnlMuA 13.J5 -.0] +2.J LlMuA l3.48 -.01 +2.1 ValueA 29.21 +.45 -7.G Voluel 29.35 +.46 -6.9 TiIl"nrr 3U4 +.54 -4.4 Trol'I~mer Premier: Equllyl 11.<15 +.19-15.0 Trult For Cred Unl GSP 9.12 +1.6 MSP 9.82 -.01 +2.7 Tlfmer Fuhd$: MldCap 22,.0/2 +.24-26.1 SmlCol> 18.51 +.011-25.2 Tweedy Browne; ArnerVal23.39 +,41 -4.2 GlobVg119.10 +28 -4.11 UAM FUnds: CllprFOl: 15,13 +.08 -2.6 ICMSC 22.81 +.19 +1.2 UM8 Stou, F1lIldS: Warld 19.62+.37-7.6 USA,A<lGroUPl AgvGf 23.90 +.31-7.!.~, CA Bd 11.0.4 -;03 +1.2 CrM1Str:M.1? +..32 -5.3 FSlrlGr 11.13 -.01-2().~ GNMA 9.99 -.01 +3.1 Gr"txSlr 15.-4-4 -.m -7.2. Grwlh 15.11-.11'1-20.2 Gr&lnc: 18.51+.16 -7.3 GrStrol 12.# +.09-11.6 Ine51k 17.50+.26 -6.1 Inca 12.~7 -.m +:l.1 lnll 11.71 +.5]-111.8 s&P Idx 17.42 +.19-12.5 S(ITech 11.63 -.13-21.6 Shf'rBnd 9.83 -.01 +3.1 Tl<Elt 13.11 -.02 +2.3 TJo;ELT l3.45 -,G-4 +2.2 TO.ESll 10.70 +1.9 '" ,';; VA Bd n.32 -.02 +2.t WldGr 15.30 +.28-13.5 ~(-4I+.w-T15 VDltJeLflteFd: ASlAIC ..16.4'1 +,;n-1H FulKj 18.5::1 +.~8~13.3 Inc&Gro 8.15 +.01 -9.0 LevGt 39.02+.36...,14,5 S,,\S11 18.8-4 +.26--20.0 Van KQrrip Fund$ A: AIIIIGrA 16.03 +.31-U.9 AmVtlIA 17.16 +.23-11.4 CmsfA 16.35+.1'1-2.9 EGA 4Ul +.47-22.6 EnlA 13.33 +.00-21.2 EalncA 7.33 +.08 -6.5 GlbEA 12.42 +.27-11.0 GvSc:A 10.23 -.03 +2.6 GrlnA 16.90 +.21 -9.5 HgrbA 14,88 +.t2-1].5 HIYldA 7.22 +.0.1 +4.0 HIC"A 4.59 +;02 +3.3 HYMuA 10.67 -.01 +l.9 InTFA 19.15 -.04 +1.9 MllnlA 14.5II~.1I3 +2,2 PATFA 17.19-.03' +1.1 PoceA 9.42 +;08-172 hFHA 13.28 -.01 +2.2 TeeM 1.SoI ......011-511.2 USGVA P14.23 -.02 +2.8 van Komp Fundi 8: AlIIIGrB15.27+.8 -'-29.() AmVIS .16,62 +.21-n.5 tmstB 16:35 +.2, -3.1 EGB 493 +..(2-21.8 E""'n>B12;60+.0ll-2U EqlncB 1iXl +,07-6.8 FocEQB 16.65 +.14.....18.7 GlabEqB n.69 +.25'-11.2 GlEFB 9.90 +.22 -1.7 GrlneB 16.18+.21 -9.7 HICPe ".61 +.li2 +3.3 HYMIIB 10.66 -.Ot +1.7 S~GrlhB 5.71 +.01-29.9 T:o:FHB 13.27 -.01 +2.11 Tl!<:hB 7.45 -.06-50.2 Van Katnp Fund5 C; EmGrC -<<'01 +.42-22.8 EqlncC 7.26 +.08 -4.6 VQIIWaBOnet' Funds: EmIlGrot4.66-.21-S1.5 PoslVnt 12.86 -.28-51.5 Tech 20.25-;.0-51.6 VgngugnlAdniiral: BalAdmll1.n +.1. -6.2 EitldAdrn21.1S'+.n-I5.1 SOOAdrnllll6.U+l.1S-12.5 GrwAdm25.06 +.1~-17.9 SmCAdm18.G-4 +.16 -1.'1. TSllcAdm25.46 +.211-12.5 ValAdml 2CI.26 +.32 -7.3 Vanguard Fdl; 'ActmlT 10.ag-.03+3.4 AdmLT 11.31 -,01 +2.7 ActmST 111.29 .. +2.9 AoselA 21.40 +.21 -9.6 CAlnslT 11.08 -.113 +1.9 CAlnsLTl1_71 -.llol +1.4 CapOpp 2~.54' +.27 -6.4 Convrl 12.11 +.13-5.1 EnerllY 21.58 +.28-1.1 Eqlnc n.55 +.39-7.1 Explr 53.97+.53-10,2 FL IIl5LT11.5C1 -.03 +2.0 GNMA 10.36 -.01 +2.7 G(lld 1.02 +.02 -6.1 Grolne 27,87 +.33-13.1 GrthEq 10.Gl +.02-24.6 HVCorp 6.84 +.02 +~.7 HllhCrellO.9t+2.17-15.2 LniloPro 10.13 -.0:1 +~.1 IntlGr 16_13 +.52-11.3 InltVal 21.82 +.14-12.3 ITCorp '.12 .. +4.0 ITTsrY 11.117 -.03.+:1.4 LlI"Con 13.96 +.08 ~3.9 UfeGro 11.53 +.22-111.2 Ulelnc 12.73 +.03 -.8 LlfeMod B.W> +.14 -7.1 LTCorp 8.70 -.o.t +~.5 LTTsfY 11.0-4 -.07 +2.6 MATxEx 'i'.911 ...,.03 +2.2 Mol"'Ol 1.4.71 +.19-13.6 MuHY 10.67 _:02 +2.9 MulnsLgl2.67.-.03+2.2 MlIlnl lJ.46-.C12+2.6 MuLtd' 10.U'-.01'+,z.4 MuUlrillll.n-......IIZ>+2.5 MuShi115.67 :.. +1.1 NJtnsLT 11.96 ......111 +2.4 NYlrI$LTll.21 -.02 +2.0 OHLTTE 11.W. -.02 +2.1 PAlrI$LTll.35 -.02 +2_1 Prelct 8.77-.0<1 +.4 Prmcp 504,11 +,4 -9.1 REIT 11.34+.17 -.8 SelValu 11.82+.15+3.4 STAR 16.32 +.13 -3.5 STC"rp 10.81 +.01 +3.1 STFKl 11),$ -.01 +3.1 STT5l"Y 10.42 -.01+2.8 SfraIEq13~~ +.2' -~.3 TxMBgl 17.22 +.07-5.. TxMCAJ;>~I' +.2i6""14.~ TxMGI 'fi;02+.28-12.5 TxMln 8.86+.3-:-12.6 i"xMsc 13.14 +.13 '-7.1 U$Gro1l1.66-+.tT3-2lL9 Ul1ll1v l].~ +,~-9.6 Well~ly ilt.11 +.12"'+.8 W"ltIn 27.S7+.2I_'-1.4 Wndsr 14.93+.27.....2.4 Wndoll 25;18+.44-4.'1 Vanguard idx FdS: 500 1116.36+\.18-12.5 Bolonced17.n+.l -6.3 EMkl 8.34 +.17 -5.5 Eurlll'" 21.116+.75-15.9 Extend 21.78+.22-15.1 Growth 25.06 +.14-17.9 ITBIld 10.26 -.112 +3.9 LTBnd 10.89 -.111 +3.6 MldCcrp 10.75+.1~11I.2 P<xUlc 8.55 +.27 -4.5 smCaI! 18,114 +.17 -1.2 SmICIIGff19'.53 +.12-13.1 SmlClIVI 9.11 +,{18 -1.0 STBOd 10.13 -,01 +3.1 T"IBnd 111.14-.02+3.3 Tatllnll 10.42 +.33-1l.9 To/SIll: 25.46 +.28-12.5 Value 2CI.26 +.32 -7.3 Vall9lic1nllnstl Fds; -Sollnsl l1.n+.l -6.2 Eurglnst21.87+.16-t5.8 Elctln 21.79 +.22-15.1 Grwthlsf25.06 +.1-4.,..11.9 tnstl<lx ld5.3s+1.17-12.5' InsPl 11i5.U+1.18-12.5 MldQ:>tst10,n:+.12""'10.2' STCarlsl1(1.8T +.01 +~.1 SCln.:t 18.05+.t7 -7.1 TxMClsl26.20+.U"'l-.4.4 T91sf 10:14 -'-,112.'+3,4 TSlnsf 75..0 +.29-12.~ V<il~l$t 2tl26:+.32 -1.3 VlIIlhlltelioint'FdS: AIIllrQpp1G;21.+.01-1:J.6 A!Io5tAl1 8.9'9+.011-9.1 BrdMkll L83 +.1 -13.2 BrdMktl28.40 +.09-13.1 CreBd'dllo.oe.-.1I2 +3.3 Eqlnc 8.04 +.1 -1.3 Growfh 8.88 +.02-17.5 Grw&Jnc 9.19 +.12 '-9.6 IIlCPresvlllO.OO ... +1.3 Inll ?53 +.3 -11,2 MPCil,Gr1UII+.ll -3.3 MPLgTG21040 +.'12 -8.1 MPTrdGr23.1.+.16 -6.1 Vi<loJY, 6nince~ 12;81 +.09 -~.1 OvSSIA. 1'4.75 +.14-1.9 E~tVOIG 30.05 +.42 -5.6 Grwlh 18.14 +.17-1$.1 Intmlhc9.67-.01 +3.1 SplValA 13.01 +.11-4.8 Slltlnx 18.a +.22-12.6 Vbtllll 13.9il.+.17 -1.9 VinkigeFunds: ECI!YS 16;4+.15-15.9 Vision Funds: InlTmBd 9.59 -.02 +3.0 W&R FundS: CoreEqC 9.018 +.1I-141l GrwthC 9.58 +.116-12.8 WM BlalrMtI Fds: Growlhl 10.8-4 +.1I1-15.t IntlG1h116.28+.4ii-9.1 WM, Grp of Fds A: CAMIIA 11.11 -.03 +l.3 EqlncA 1~.61 +.14 -1.1 GrlneA 23.55 +.26 -4.2 GwlhA 18.66 +.2 -2004 NWFdA 27,~ +.34 -8.3 TxE:o:A 7:83-.02 +2.1 WM Grp'1)t Fds B: GrlncB 21,94 +.26 -~.3 GrwlhB 11.4(} +.19-2Cl.5 WM'Str Asset Mgm': BolllneA 11.85+.07 -3.9 BalllneBll.84 +.07 -4.1 ConGrB 12.65 +,12 -6.7 C(lnGrA 12.92 +.t1 -6.6 SlrGe 13.61 +.11-8.8 WachOYla.Funds: BglnodA n..51 +:06-'-10.1 Salned'Y 11.52 +.116-10.1 EqullvY 13066+.13-111.5 EalndxVt!.2II+.24-12.5 ~lxdlnCYIO.02 ...,..02+2." - NCMUnIVt1.~--.1lZ +2.2, Per'sEqY.'7.95 +.116-18.-4 QnlEqYli.1I8 +.21-15.5 SCMultIYll.18 -.02+2.0 WPdd~1 & ReectAdv~ Accm 7.30 +.15-1~.1 Bond 6..Zl: -.01 +2.8 Conine 6,86 +.116 -6.4 CorelnvA 6.07 +.07-14.2 Co....lnVV6.01+.07-14.2 GloBdA 3.48 +3.1 Hllnc 7.83+.03 +5.2 InlGth 6,9t +.15-12..-4 MunlBdA 6.94 +2.2 MllnHI 4.93 -.01+J.9 NCW/A 8.011 +;0-4-15.9 Retire 6.<I'i'i'.02-i4.9 ScTl>eM 8.'13 +,(1$-1,8;1 S\'nC~ 11l.<;I1+.06.,...1I.1I ~t:':er F~~d::.OS~21.1 InIISCA2S.B1'+.5 -9.3 USS_CA 19.1l +..19 -4,4 WarburgPlilCu!<Tr: lnIIEQT.9.10 +.24-15.2 SmtCoGr1U~ +.12-22.~ WCls(ltChr CbniGr28.90 +,11 ....1 MIC-CapU2 ...-1.6 SmCI>Gr 24.85 +.n-IO.l We1hFlimts: Hh:korv 25.30 +.11_8.2 PgrtVlll 21.1~ +.29-1.1 VallIE! :u.~ +.41 -u WellsFQl"geA: AstAtlAx19.73+.111-9.0 CATFA 11.36-.03 +1.4 EqlncA x3&.S-4 +.~-10.11 Eqldx 59.82 +.66.....12.5 GthA 13.28 +.16...,16.4 IntGvlA 11.23 -.08 +2.6 LIICoGrA52.15 +.46-21.5 LP2CI4OA ".53 +.19-11.9 WE!lts Forgo B. 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J!,$lli'~'02+U . .~,+~.~15~ :;'i-(:3Y~.-+"'<";IO.$ ')1~+-. 20.9 i~.,t.~~li.2' 11T&;,:;IlS'~.. ~1Jl:ll,",+.1"~5,9 1."&U7~,+.2:P""'1t6 lt1fTlrltIC110.9)'''"-;Q2H..$ 1111/1 12;$$+.39'--'11.6 ShlniBdltO':I1....AI4-3.3 SlnCc:u>-lI6-.99-'+.13-U..$ HClI'tforGFikA1 AdYrSA 15;06 +.09'-0.-4 C~-Ql..o+,"""A.S DlvGthAl6.1S+.3+'7,(, GlbtdA. 1'1.45+.111:-),.11 Gr'lncA n.lo +,.16":'9.2 --~-::~~:~'~~==--.:.:-=:==::-- .-.~.---.- ~~~~~,-=:~~:-~ HIVId U5 +.0<1 +:1.5 Jonus2 8.74+.1:1-12.6 M&i'Ctlrv73.S8+.24-20.5 OlvmllOs31.25+./lS-24.1 Orion 5.67 +.117-19.1 OvnetlS 22.:19 +.57-15.6 ShTmBd 2.92 +2.7 SDISltJ 16.53 +.14 -6.6 StralVol 9.92 +.0\1-5.7 Twen oC2.87 +.41-21.8 Vtlnlul' "39.16+.15-21.& =~~;~~~-16.3 AOlIGI'" $4.iW +.2 -29.7 Balan 23.,29 +.04 -5.3 Graw111 23.(05 +.16-12.2 IntlGr 26.99 +.U-15.4 ~~~ 1~S;~15.2 ,,"GI' 2S31 +.2:5-30;1 BolaritWnllll +.04 -5.4 CapA!IPt22.51 +.23-16.0 Flxlr\!; 11.12 -.112 +3.1 Growth 22.41+.21-15.1 lnllGr 24.IS+.6ot-lS,4 WrJdu.<Gr3l.ll& +.6\1-16.11 .Il:ipQplI~ UII +.>>-U I John Hal\CockA: bond~. 14.89 -.1)3 +3.2 ,CATFA 111.94 -.1)3 +1.5 ,~:.~: ~:~~ +~::g Gvl~A Ut -.112 +2.$ HIYld,' 5.11 +.01 +1.S LgCpC.A 11.73 +;08-29,1 LIICpVIA 19.14 +.19 -0 R1IBkl~ 40.53 +.7 -5.9 Sn\CpI:;"U4+.06-1U SI'i1CP'lfIA18.31+.19-2.5 svlnvA 21.22+.11-9.1 Slrljt.4l. 6.7:1 ... +2.0 TFBdA lo.s2-.02+U T.c.hA 6.25 -.11-27.7 JoI1i1HOltCOCk Bl boridS 'l4.89-.o:l +3.11 'O:lrECIe 25.~+.:lJ-n.9 'FillIldB'I&J4+.:ll-JU HklB 35.21+1.0&-22.1 HtYlal~ 's.11 +.111 +1.3 'LIICp\'lBlf.51 +.1'-4.<;> 1:':~8"::~' t::---;::~ -;$int:p'lIIU1.7& +.19-2.6 ,SVI1lv"b '11:15 +.1,s-9.3 'SltljgB 6.73... +1.8 Tde -6.88-:-.1 -27.7 "JuIIUs'BaerFunds: lntiEq 22.15 +.41-13.7 lm1~ql b.22+.4 NN '~'SCn"" +. -111 'JC_. 411 +A1 -7.0 i'Kemll.r Funds A; ~~i~~ l~;~~:M-~~~ DrHIRA :35:90+.33 -2.4 =~ 1~:~ t:~-;~:: b1lCbp.i~ 8.29 -.111 H.1 'WIA'.'.111+.3-15.8 ;MunIA ,1b.00S -.ctl +2.4 ~\I!EtI1~A lO..tl +.31-17.9 j~~ ~~~ +:~-~i~ !ih'lilCA .4.53+.01 +1.5 'i'H:tiA.l.UI-,..2A-23.4 TetRU\ '.25+.09~.9 USGo'l-Ali.59 -.01 +2.4 \l$ill\~iA' ,,s33 ..., +2.4 I(tm)I.rFund$B: ~1~'l6:3ol;+.21,':"'l-4.4 brl1\HliR3$.78,+.33-2., litf\)B 9.21+.~-:-21.8 i;lryJdll 5.'11 +.(11+5;2 lectlD 12.n-.21-:-ns 'ot~tEI,,";25+.. -7.1 ,_..,F.VadsC: ~H.. !RC,$:ll ,-1:';33 -:-2.6 ~!ilitl'U_Ill5tll .. jjtb!n~ 14.72 +.I,s-lU ~ .' '.95-.02+3.4 MXEI~,;.2'U)4 +.25-12.S ~ tF 10.81 m +7.4 ~Bd U8 ... +:1.4 ~IIGn' 13.64 +.4&-13.0 (V&;oGro 8.51 +.01-15.0 \mCoG<I:'16;20S+.21-14.5 ~lnenCS,Fl#JdS: llteriMiI2Us'+.31-:-S~3 ~E~ltM +,N.-:-3U ~KDIl, ".",ndSl mtCPI5:q15.99 +.16-5,; [MIFJ'I&II: " tor.PI~, I~.t) ...., +4~1 UdOur 10..cs ... +2.8 MCU!>Gr 18.\11 +.42-21" . MCopI/A lUll +.:1& -1.3 SmCpVI 1,s.83 +.18-11.4 SmCl>Gr 29.U +.4 -21.5 SpFl 11.81-.0'1+.4.1 Value 1<1.59+.27-1.2 MCM Funds: Eqlllty 23.3$+.25....11.1 IIrtFlxt!dl0.S9-.01+3.7 MFSFunclsA: MITA, 11.20+.25-14.1 MIGA 1:1.57, +.13-20;11 'Eior\clA 12.$5-.03+3.6, 'CQpOp 15.:12 +.21-,-14-4 EmGA :14.V7 +.01-21.9 GIEqA 18.n +.:14-10.4 GvMlIA 6.63 no +2.,s GYSeA 9.70 -.02 +2.5 GrOpA, 9.25+....,..21.5 HUM ".29 +Al+4.8 llCcJi;>A 1:1,22 +.17.,,-17.9 LIdMA 6;111.... +2.6 MCai:IA lG.711+.1lS-21.3 MuBciA ni.n -.01 +7.1 MuMIA '.2'1 -.01 +2.6 MulnA 8.57-.01 +2.4 MeAA 5.1:1 -.01 +-2.2 MMAA U.l5.-.01 +2.J MNCA 11.93 -.0:1 +2.2 MVAA 1l.38 -.02 +2.0 NewOA 110.02 +.07:'-11.,s RSchA 19.84 +.25-,11.3 ReinA 11.;53 +.2t"':13A sectA ,U7+.06-27.5 StGrA 20.'15+.21>-21.-4 TolRA 14.70 +.12. -3.' UlllA 11.00 +.29 -1.0 Votll.A 1'-13 +.3 -10.0 GIGrA 16.76 +.3 :'-1,S.2 MFS Funds B: MA ITS 16.1& +.2A.-14.2 80ndB 12.51 -.11:1 +3.5 Cop0p6 14.50 +.19-'4.5 E!rilGB 33.39 +.0&----22.0 MlGB 12.14+.13"-20.9 GIEqB l11.57+~";lo..s Hllil". .4.311+,1l:z+4.9 LCOpB 13.4lI +.l1....ILI,(J MClJII8 lG.52+.IlS-21;4 MuHlri8 8.311 -.01 +2.4 .NII'WDa I5.U +.07"':'-i1.7 R$daB '''97 +.~-".,4 SIGrB 2O~'+..21.s TotRB '4.10 +~1~""'4:0 UtllB 10.:V7 +.29....7.1 VollIir8 19.05+,3-10:1 GIGre IU8 +.29-15.3 M';$FiM!dsC: COPOPC 14.G +.2-1U MITC 1,s.18 +.'24-1U MIGC 12M +.12-20.9 MCopC 10.29 +.04-21.S EmGrC 33.1~ +.0&-22.1 stGrC 20.59 + .25-2!.5 Rsche 18.91 +.2A-11.4 ToIRC 14.15 +.1:1 -4.0 UtllC 10." +.29-1.0 MFSFiJndsl: MIGI 11&3 +.13-20.7 MFS Funds Instl: EInlIEq..18.1O +.01-11.2 Mktc:;t ,11.30-.01-1". MPAM Fllltd5: =~~d:",IJ;:t: ~: InClri$tK'~"g;+;j2 NN li'lt,IFd .12,;OA+.;J1 NN L~~~'l~:;::~ == MdCpStlr.10)$S +.19. NN N1lntMllI:l.lIiI-.o:z NN -P~!JJtt"lll2;91-.02 NN MSD&T Fundi: Gr&Inc:IUS +.27-13.6 McllnStaY'FiJIIliiA: OIpApA~7J +.21-w.l Eq1dx.. 3U1 +.u-lU. HIVld&A :~ +103 +4.4 TotRe.tAlt~+.06....1U Mlilibhrr';FultdS::b: ,;ij;:lf~i ~=._+2." .,.. USGvMtv 9.84 -.02 +2.,s' Whlt.ok~.S5-.:I5-29.4 lIMn west FeIs: 00lkVaIu. aID +.21 --u LWDrSdllo.oa ... +3.0 OCIII:mark Funck I: TotRelBdlO.38 -.01 +4.7 lnlll 14.01 +.28 -~.O TotRtSdl10.3lI -AI +".7 Oakmrk131.99 +..44 +6.1 ",........IZUl +.15 -11.5 selectl 2:1.78 +.28 +9.1 MontHme.... Fdl: SmCgpI 14.57 +.0$ +,s.4 GklbCR 1:1.02 +.11-22.5 01f1"*,kFuncIs: GrwlthRl-4.OlI +.11-16.,s HIYld 8.25 +;02+&;5 snOG~1l19-22 . ... +2..10 Old Westbury Fds: Mort Sf'oeon Wit: CapOpd-, l:1.64'+.1,s, -4.3 STUS .';'10.02... +2.0. Inti 9.61 +.3-1:1.2 ;=::X~+~~~;lt ="'cA.::~l-""'-->>:'. =~'=,~;~.s g:~~~t~.:n:~ 2.1c.ntB.6.lIt+.ll6-21.6 Eqlndx 2.6.31 +.29-12.5 AvrEqB 10.01 +.12-22.4 In,,Bal 11;23 +.G&- -4.5 Arr\OeIp826.29 +>>-20.' 1nC&IA 1U6 +.1 -7.3 CalTFB 12.5'1-,03 +.. ~ 16.47 +.117<:-18.2 -c::oi:IGi'a 10.91 +.14-:17.7 MldG..... 19JNi'+~1a-j7.1 l;EdB!JEI8.1lIl "hJ,6--'l6.'1 bM.GrollItBt, CQmIt6. 15.3l1+,;.1,1-:1.1 Bakins Ites .U5--'t..0 ~8 17.63+.~--25.1 Eqlrilbl: 2&.21+.29_12,7 Df\IGtB 49A1 +.n -8.7 InvBIB 11.20 +.06 ":'.4.7 DlvlnB 6..5ll +.02 -'-:.9 InvG&1 11:19 +.1 -7.5 EqultyB 8.13 +.11.,..13.4 lnvGrB 1224 +.14-10.2 EUroB .14.51 +.57-14$ LvGr 15-" +.0&-\8.3 Fikls.c& 9.09' -.02 +:u MldGrw 17..+.17-\7.1 FloSrvTBIl.n+.17-U.3 OneGraup I: Gl!lDlvB 11.14 +.:1 ~6.1 aond I 10.71 -.o:l +:1.3 GlclbUlB'15;T4 +.4.7-11.7 DVrsEql 12;27 +.11....11.7 ' ,G~12-31 +.1, -1.... Dvrlntll TlIl -+.4 -IT.5 ~:~:l,1;:: t:~--~~ OIlMdCplJ6.&' +.19-11.1 lndl:ld& 10.38 +:11 -.7 ~::=~'~": t::::~ IntoB 14.98 -.D:l-3Il.2 GvSdI 10.14 -'.03 +2.8 l'mlB "5'9 +.21-1o.a HIYldBl a.sl +.02 +4.,s ~k1LdTl5.31 +.'4-12.1 Itw::BdI 7.90 --'~OI +:1.3 NrCEquBI7.... -.M-33.9 IntBondllo.63 -.02 +:1.1 NtllbB 14.12 +.19 -5.2 tntTFJ 10.9<1 -.01 +2.3 NwOsvB &.33 +.15-219 IntlEql 1U7 +.53-10.10 PocGrQ 11.0 +.31 -4.7 LgCpI/Il 15.30 +.2) -1.1 SP5llIl8 12.09 +.11-:-12.1 LaGrl 16.115 +.08-11.1 SCG",B 21.t19 +;13""2'1.' M"Mm n0.1I-.Ol +2.1 $pellalS ti.9$ +.1 ~~. :MJdCpV1115.(lol +.1' -U =: 1~::!:~'-1J~ MldGrl lUll +.19-11.7 TotMktB. 9.004 +.1-1:1.0 Mkllkkll0.1oO -.01 +U ToRtnBl6.09 +.01-:-11.0 Munltncl 9.19 -.01 +2.2 USG'IIB 9.11& -.lI3 +2.6 5TSdl 10.6:1 ... +2.7 UtllB 17.16 +;.0-10.4 ~~~Il;i: t~2--'~~~ =:m '~:l: t:~ :~:~ TxF11klI12;!O-'03 +2.1 MorI"st;Dec:al.... 'WJtC: '.' Ul~TBclI 'WI m +2.0 .' +.. ~"""A: ::"'~:.f.:n~i.~. ~ '.99 -:-.02 H.7 . ". CAMUrlIAI0.$3-.lI2+1.4 ~='::: t:g-:-.;.;.':1 CPlhcA 12.39. +.19 -1.1 HIYtot!O'2.!l5 +.Ol! -&3 CapApA 42.65+.52-10.:1 ToxEXD 11.11. -.02 +u' ChlneA 10.3:;' +.lW +4.6 MOnI'Stan DWtnsh' CnVS~ 1U8 +.11 -U Actlntl 9.50 t.W--'U.O Dlac :I6.3:i +.3II.,-J8.9 EmMitt 10.67+,1' -5.1 EntJlrA 15.45 +.13-29.3 EQ(ir,&. 16:n +.13'-11.2 ~~ ~. t::l~: EqGrlh81U1 +.12-:"11.3 GrthA :fI.7:I' +.1''':'21.1 r.:;c: :~=-+~:~~: HIYdA 10<",+,~ t4.4 IntlEq 16.29 +.31 -u IntGrw 17,~+.S3-1U USR"" 14.:W +.21 -l.l, LTG VA ~o. ,:....01 +1.' MliWMk.fJf +.ar -u MSGIA .'. '+.:19-11.:1 MuftlIW F.....l MSSCA 11.,. +.1's -4.:1 FtT~ :-'S,63 -.1--35.9 MldCoPA17 +.12~26.1 riid1ltlA' 2LOIl+.22-12.$. Mlt$tA 13.1*+.11 -.1 ~ortA21.if8+.lIlI-36.7 MuiJIA UO-.02+2.1 >~AN:IdsB: NYMwIAIu.&-.03+U l"riftkr81i;e1+.iiS4~3U SklnA -4.03+.01 +2.1 FtTdlB'5.n:~.1.""'36.1 TatRotA 10.:M1. +.1 -10.0 ldxSll1!BJi:2.t.ll8 +,*"",",2>4 U5(iv... .'1.45 -.lI2 +2.1 NftNiijp<~l.$3ii.06--3t.. OH'eIihelmer B: MpniIW"~'CIlIl CDAPP8 iAIIJ +.5 -.10.5 FtTdlll..5.00l -.111-311:1 (;Plne8 12..29 f.19 -:-2..0 ""~21.55 +.a1-36.1 ChineS 10.JU +.05 +4-4 Mundirf=UlMh K: CnvScB 13.30 +:1 -'3.,4 ldIi5OOKX2I.o1.+.n-12,S DIKB 33.511 +.37-19;0 I!\t6dKx 9.49 -.04 +3.5 GIQI)l8 43.63+.91-14.0 NlutsGK14.1O +.01-1$.5 GIGrlnB 2:l.T4+.U.....1U .~s.tn: GrthB :10.09+.17-21.2 ~ 1:1.63 +;1,~ +1.9 HIYldB 10.19+.04 +U :~)kZ lUt +.22-:-" IntorB 16;74+.51-12.0 E:.tIroPZ 15.14 +.t!-2.4 LTGov8 10.01'-.01 +1.8 QvalfdZ l,sM +.11 +l.1 MSGIB 31:.d'\'+.3I-1H Stlar.sZ 127 +"',+2.,4 M~BI6.B5'+.12-J6..2 ~afIIim; FIillctSIII\/' A: SjtIl1cB '.4.00l +.1)1,+1.7 ~AnAdl.2:4'+;~ -7.6 ji)tf:l!810;#;'i!:i,Lf1o:.1 :~~~t:-~~ ~M.'~~ Foc:EqA 1's.1"'+.8:-1t.7 .~le~:l:;Q.(+U ~}l.:.::.vit;4' ::'.~ftf&':\,:~::::~~ RW;Ecllllf: +.24-1'.. ";'~1-S.. ~i,6t,,+.3Il~1'," ~~dif~~;l4.4 ;',5d~:+I.T 1>1.11 +~-I"9f ',qlt! . '>1U1+.03 +2.'1 Qiiill11i::16.5I +.03+2.1 Q8G:lC"'16:."+.02+2.7 .QGl'IoIAT5.SI+..22"'"1O.2 ~VA:I2." +.l~ -<1.:1 :QOpptyB3I;14 +.1.-...3 ~.31.13+.18---4.:I CWalueA ".12 +.>> -7.5 QVQIije811..49+.25-7.1 tint.. J.rm. RUt Ltd.NYA ,3.21 ... +1.5 -AoMu A nit -.02 +2.3 .R.oMu B 1.7... -,03 +-2.1 -R.oMu-C'l!;IO-.ll3+1.1 ~y~;,+1-1U GIobtY45.~ +.95-IU .MSGJrtY, 32.44.+.39-11.2 rlit$ P......; EmOGl'V 16.6.1-+.11-:->>'0 !i~_ ~.~-t.~~ BIChlp 21.80 +.23-11.9 CABond 10.86 -.03 +t-4 CI\PApfI 1"-23 +.09 +-2.0 DlvGrcl 20.10 +.23 -8.1 Eqlnc 2:I.SI +.3 -4.,4 Eql""x)l.O& +.:W-11.5 EUl'OPll 11.11 +.57-17.1 ForEq 14.95 +.49-\3.' FI.nSva ,.... +;16-11.7 GNMA '.<t5 -~1Il +2.6 GiVNth 23.02+;V~J5.4 Gf&ln 220M +:". -.8.'0 HlJhSc:l IS-Sol +;.lS.-tI.. HIYlltld 7~14 +.01 +/;.3 ln$1$i'rtCp9.61 +.1.-9.4 Inti80nct 8;16+;01 '-2.6 IntOIl 22.IS +.-.&-,1Q.2 IntlS1k 12.51+.41-13.8 J_ U&+..-3.li LotAtn ;.32'+.211-1.5 MOBondIO.SS-.lI2 +2.2 MedlaTI 19~1I2 +.42....12.l Mc:EflGrI7.31+.21-'-12.' MklCCIP 34.95 +.41-12.2 MCopVoI15.29 +.17 -2.2 NA/nw- 311.15 +.15-1dl N'A$lo ,s.5O+.09-S.8 New Ero21&' +.32 -2.6 NHotl2: 2Il.17 +.19-15.,s N Inc U4 -.02 +3.1 NYBond 11.03 -.02 +:z.o PSBol l$.W +.1-.-5.5 PSGnIw 1t~ +.22 ~-4, PSlne 12:811+;01-;.2.9 klTec U94-.A3:'-29.9 ShtSd 4.72 ... +-2.9 SmCpStk1t.&8 +.22 ~U' StnCop 19.21>+'.14 +., SpeeGr U.90 +.23-11.6 Specln 10.79+.02+1.6 iFI.... ".78-.01 +2.2 TxFrH 11.103-.01 +2.) Tll'FrSl 5.010-.01 +1.3 ToIlndexl1.34 +.13-12.9 USTlnt 5.37 -..01 +3.3 USTLa 11.101 -.JtJ +2.2 VA8of>cIll.3.t -.02 +2.:1 VoIue 1~.1lIl +.21 -.' Prft1cI&IaI.Fundl: CpllalA 21.94 +.,n -:-8..1 Gllvt, 11.$\ ... +2,5 = 3~:':;::~::I MldellA:lt.3& +.5.(-U PrOFundli: UItOTCIlo:.l2. -:-.35.-55.7 pnnr InY ColIn"': SIl1CoPII~+.I,s-IU' Ph.IdHtIoI FdsZ&l: AdBalZ 11.6,s+.08....7.3 Eclulfyl 15.17 +;19-1Q.1 IntlVaIZ :H1.61 +.57 ~1.'. JennlZ 15.31l +.2 -16.0 Sftl:ldxl25.7,s+.29-11.4 S:tli.lc:rla!25.74+,~1:U' ~FdlA: Actal"'; 11.61+.......t;3 EqutA 15.1,s +.19'-'-10.& G1ilbGi'A.1W.+.:w;"':n.7 GlbTo1A 7.22 ...'+1.7 GvlnA 1095'-.01+2.1 11lY1dA 6.310+.03+5.2 hnnlA .. 15.07 +.2 -16.1 MtlNYA 12.1iiI-;02'+2.:! MuttlA 10.22 -.02 +1.i MulnsA 1l.l. -.03 +-2.2 NtN.uA 15.7S -.02 +2.2 $mlDIA 12.17 +.01 -6.S 202(IFCA'10.15 +.17-4.4 liSEGA 15.42 +.1&-18.5 U1I1A 12.11 +A2 -6,6 VolueA 17.22 +.;,27 -,s.0 PrudMtkll AbB: A.clSIB 11.57+,1II-7.'s EqutD 15..12 +.19-10.:9 GlGrB 13.32 +.33-:-11._ HlthScS 13.34 +.37-:-19:7 HIYldB U5 +.03+$.1 JennlB 1..35 +.19-16.2 MuI'1l8 10.:22 -.111 +.2.1 TxMuEB 9.n +.13-1"1 202llFcS lo.s2 +.17 -4.5. . 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Read it carefully before rou invest: or send !*,r nl\.\lual f\mds, 60 State Street, Boston, MA 02109. r- ~ \\'\3-.();l H.' ~ 1(1,66-,02+::J,5 ~\I>> 1",.'11 +.21 -u ju:ordlfl!itJ: tii9Mk1\ 1.13 +.11l-~.2 ~'E<lIJl'I1.71 +.36~13.0 1l\5C\TI$n.~ +.13 ~7-4 {llCopl 17.38 +.16 -:).8 \r1l'dl B.Ol +.01+'.1 h.M05(III: m~f i~'~ :!::~ :;t; tytll 10,36+.07+:U lvGr 1015-.01 +3.3 j>porTr 10,12 +.11 +.4.9 plnv 3U3+.36-U ~'Rt 11.80 +.13 H.S I:IlTr 52.83+.,-H btTrl 55..0+.%""",(.5 ~b&rtv CIClSS A: iilTEA 1.10 -.112 +1.5 ~SA IIUA.-.(l3 +U IiildA 8.(12 +.1 -8.6 1I'&h,""Ua.U+.31.-S.11 '''ldA S.:~ +.03 +A.1 "mG<lv 6S1-.0\ +1.6 .it.llrA ID.:!:] +.2 -9.8 (tWIll. 1'1.\13 +.'16-4.5 h1lnA 5.\'9 +.1/1 +2.2 ltEA \3.:\5-.1>S+2.1 fllA 11.110 +.76 -5.9 ibettY Cltis 8: IlI'ldB Ul +.1 -ft.7 1r1loln~B 1"I.~lt +.) -6.0 !'StleS 14$+.2..,.1'-3- lYSeCB 3.)6 +.(13'+3.9 ~~~B 1:::~ t:~~ :~:~ iniCgpB31.14 +.11 -6.1 IftlnB 5.9P +In +2.0 ~~~~ l~:~~ :;:~~~:~ ~lIa 19."" +.15 -6.2 lIlertYCIQ35IT&z: kornFZ1,ull +.22 -5.9 FmUSA ZI523+.lW+2.2 lllZ 21.0!; +.3S-1l.7 JbertY-SlelnRoe: bJal'lCed27.2';'+.29-7.a j:JpOp ~.lJ' +..(2-1'.4 IrthStl<. 3.{,61 +5 -\6.1 ~.M M"U 1I.7j -.Ill +1.4 !:come '1,U-.ll3+,U fIlBd 8.8, -.02 +4.) IwdM '.\4-.04+:1,3 env 23.82+.22-12.8 fF\mI'is: tAilcic.20.13 +.14-5.9 1loP.'O.41 +.\6-15.5 lOnllleafPartners: kirtMn.2:l.7t1 +.2t +.3 !In _ 13".1A +.19 +9.0 ~Ity 14.)4+,05 '+.2 ~ap 22.13+.03 +.3 SSllYIllS: _ t~p ~~:~ t:~~ ~~:: IiioJnls Savll$ Inv: !lrdln n.35+.02+2.6 ~rdAbbe"'~: IIA 13.91 +.15-11.2 [lebA 8.3:5 +.Q5 +3.7 vGtA 13.51 +.01-11.0 jysu. 2.31 -.01 +2.6 ~dC"A 15.51 +,23 -3,8 hLCA 24.88 +.47-10.8 ~Il1CA 21.03 +.01 -2.1 ~ l~:: :::~ t~:: _ NYA 11.12 '-.02 +1.8 rdAllbetl B; ~fflldBI3." +.15-11,'1 ~Db& 8.36 +.05 +3.7 lltvGfB 1:l.1S+.01-11.1l tordAbbOtfc: ,ur-lldC-13.9'I-..'2S-U.3 &lDbe 8.31--.Q5 +3.1 (le..-G<<=. \3.\6 "\".G7-n.l lonlAbbetfy: OllvGfO.Vl'1.n +.0&-\6.8 LUlneran Bro j~: trotH 6.as+.1I'.l +3.7 ,fund 2/.22 +,21-1S.9 li:u:om aSl-'.O\ +3.5 ~unl 8,91-.,01.+2.... =rFd$ 9A4Jv;:r:'-21.S ~"'r 18.13+.4'1-nS ValUe 1~.57 +,28 ~1.3 MASFMln!On-t1l &1/l'Cd IUS +.M -6.2 E<!\Ilty 11.\1 +.U-13.3 F~dln" 11.12 -.01 +3.8 ,Fxtll~ 1'-6'-.01 +3.11 AYPort 7.fR +02 4-4.3 SpEq 67Al +.51-12.2 E~AgG 10.:/2 +.35-21.~ l"tlEq 4'2.81+1.12-13.3 MtlrsltaUf'UiIds: E'llncY 14.16 +.2 ~9.3 GvtlncY 9,48 -.01 +2.3 InladY 9." -.02 +2.5 IntISlkV1Q.94.+,2:9-IIU 19CpGIY14.11 +.1 -10.3 N1ldCPGY13..Sl1 ~.'l -\'1.6 MdrskoFundll Facu~ 11.1&1+.'13-\9.5 Gr&ln( 14.64 -1-.27-11.1 MM$Mlrt\JaIIMt~ BoiS 9.06 +.07 -8.3 Co~edS n.\14 -.00 +:U CoreEqS1T.55+.1:;-1O.1 \ndxEuS 10.75 +.12-12.3 IntlEq5 10.58 +.3.(-13.0 LvCp'lIS 8.19 +.11-10.6 PrimeS 155.23 +.08 +1.4 SClIp\tS 12.31 +.01 -8.3 Moster Select; Eqlllty t:.o!+.1';"'7.~ Inll 13.2i+.2&-o13.1 MetcllryFlIltds/4: usLrvCp 8.53 +.08.....1...2 Mercury Funds 8: GblBor 8096 +.1 -8,0 PEGr B 9.04 +.34-17,9 Mercur'Yi"lJt\dS.I: GIHdI 1M +.15-15.9 f-r.....,ntll/al21.4.1+.51 -&'6 LtiWDur t." -.01 +2.6 ~..l5a +.w -+u Meridian. Fund.: \(QIue 2i.19+,il--3.:! Merrill LynCh Ai A"Blt1A\M]-.D'i+3.t1 BcllcopA,2ll.23 +.23-:].Jj SIlVIA 3J.3'I +.-'4 -1.3 CrBPfA IT.lW -.02 +3-2 t::-p\-lIA s.... h, +~.7 ElJroA 13.12 +.41-14.0 FocVQIA 11.V +.12 +.4 Fund1GA19.01 +.26-15.1 GlAlA 13.118+.12-.3 GIGwA 10.61 +.2 -16.4 GblTchAIO.13 -.18-3\.6 GlbVolA 11.91 +.18-..2 Growth 16.'15 +.1f.....I..5 HeallhA 6.10 +.18-16.2 MIll"" 1.71-.112+2.1 MLtdA 19.00l ._ +1-' MNQIIA 10.21 -.02 +2.1 PacA 19.n +.59 -1.6 5,"P5OlI 14.15 +.15.....12;5 Smel/lA \9.64+.011 0.1lll- USGvtMWU5 -.01 +2.6 MerrIllL'ftd18. BplCapB 21.41 +.21 -1.~ BaVle 31.7\ +..0 -1.6 CrSPIS 11.11'1-.01+3.0 CpHI\!I 5..... -.01 +4..5 ElIroB- 11.2$ +.:).t-U.3 FWs2fIB :t2tJ -.01-50-2 FI1tIIGB 17.81 +.23-lS.4 GlA1B 17.11 +.13 -.5 GIGWa 10.51 +.2 -t6.' GbrTch8 10.4 -.19-3U GlbVglB 11.75 +.18 -1.5 GrowIhBI5.16 +.11-18.1 HWIlflB 4.60+.13-1'.4 Mnlna 1.n -,01 +U MN<<El 10-21 -.01 +1.1 PoeB 18.43 +.55-1.9 SmCVIB 18.29+,011 -.2 USGvNltg9.14 -.02 +2.4 USHIVB 6.91 +.01 +6.\ UtlTlcm JI.06 +.18-5,2 MerrlllLYftd\C: BolCapC :1.00 +.22 -1.3 I!<:lVIC 3\.2'2 +.42. -'.S CpHl' 5.'4-,01 +U FcU$.2OC 3.211-.W-Stl.2 FdGrC 11.92 +.24-15.4 GIA\C 12sa +.13 -.5 GIGwC 10.Sll +.2 -16.6 Gbl1"ehC11H6 -.18-3).8 GlbVl;lIC 11.15 +.18 -8.... M&rrlll Lynctl D: Bo'COP02U5+.22-1,1 SO....II) 32.2a+.....-1.3 COMD tl.sJ -.02 +1.4 CpHIO 3.... -.01 +4.6 EuroD 12..,. +.A -14..2 FdGrD 18.84+.26-15.2 GIAIO 1:t06 +.13 -.3 G1GwD 10.64 +.2 -16..4 GbITdlD 10.67 -.18-;Jl.6 GlbVtlID 11.89 +.18 -8,3 Gl'CIWIhOI6.80 +.19-1B.5 SlI.P500 1~.12 +.15-12.' SmCVIO 19.56 +.09 -.' Natlons Funds PJ1 A: BdFdPr,a,. 9.51 -.ll2 +~.3 CpGPA 8.:I:l +.08-1-4.9 Eo.lf\PA x a.6'! +.\11-12.6 FLlMPA 10.11 -.01 +2.0 FocE<lA \5.21)+.25-1&.7 IntMPA 10.17 -.01 +2.4 ImEqPJ.IOU2 +3.1 -13,0- InIVIPrA11,35 +.39 -1.4 l..VCpl(Q>Al!22.2\+.7 -12.5 LlGoBPA >C10.32-.01-5.2 .....glndPAxl4.11+.I'-lU MtICGPA14.92 +.11-14.6 MIIeplPA d.4S +.08-10.2 MulnPA 11.15-.02-1-2.4 SIGvfPA 4.lS -.01 +2.B STh'lPA.9.lIO ... +3.0 ~CPIPA Xlpi+.12 -6.8 Sfi1(:oPA' l:th +.21-11.8 SCIPA 10.105 -.02 +2.0 StrGrPrAxl2.3P+.I~-IU TX,PA 10.31 -.01 +2.2 ValwPAItl1!.'U+.\4 -8.9 VAH'A 10.93 -.0:2 +2.1 ...~IdeD: GI'OWti'lP 6.-" -;1-.02-2<1.2 ThFr". 10.31-.IQ +1.1 lbtReto 18.d3+.11-12.9 tkitklmrri1Se FIIMb: s&p5liO$v9;'1 +.11-12.5 MaveIU8r1"wtorm: MIdCpG 24.27 +.3 ~2l.3 ~Bermlnv: FOCI,I$ 36;23+.22-8.0 Gerteslt. 18.A3+.13-1.7 GeflesIIlS,I2S.OS+.I7.-l.l Gwrd 1.(.111' +.15 -5.1 Manhot lJIl +.IA-2<l.5 PCII'fnO!r 20.04+.2 -U N.........&aemi.Tr: F<<us ~.16 +.1~..,.8.1 Gelesls U.43+.1!l-l.2 Gwn.l 11.11 +.n-S.l Porfnef 15.44+;16-a~ Nhmol. A.....ate: InIlC....119.43.+.5-\7.3 InliSmGI24.U+.n-17.9 Nlct\A n,<)9 -t.n-31.] ::u- ~~-l'U> Ndlll 11.6.+.21-12.$ NGC'U1 TnJdl FtmU: f'SE Teeh2I.a";'.T3-IA.2 SP 100 3:U9 +.4ot-l-U Nertheast Investws: G~ u.n ....24-17.~ Trust 8,46+.03+6.4 Nor1hem Funds: Fbi:ln 10.13 ....01 +2.' GrEq 15.13 +.2-i5.~ HIYFxltlCB,43 +.01 +3.7 lntT>CExl0.,u -.02 H.5 tnfGrEo. 9.31 +..29-16.1 MJdCpGrll.30 +.18-24.6 SelEq 2O.19+.14-24.fl SmCpGr 9.53 +.Il9-22:.<1 Slkldx 14.30 +.1'-12.6 TxExpt 10.61 -.t12 +2.2 TechrIlV 10(.19 -,18-25.... USGovt 10.31 -,01 +2.9 Nortlten!lnsnHs: BondA .Ii 20.00 -.15 +2.8 Eo,Idl<A 15.16+.11-\2.4 FocGrA 13.84 +.15-19.1 Sll1dAlc\I.64-.\2+U SmCoIA US +.09 -7;3 MvftPCIA: CIMunB lo.S7-.01 +2.2 FLNI& 10.45 -.Il2+l.1 KvMua 10.90 ....01 +2.0 Lr9CP'I 23.10 +.4 -5.1 MIMBA n.so -.02 +2.3 MOM8A 10.11 -.01 +2.2 OHMSA n.'2S -.01 +J.7 TNMBA 11.07 -.02 +2.~ A.AMuB 10.81.~.0l +2.5 UMBA 10.70 -.Jjl +2.:3 Nuveen CI 8: GrWthB 22.51+,11-1U Nuve:enCI R: InMun R 10.14 ~,02 +2.0 InfPMBd 9.35 -.01 +:z.o CA MElR 10.41 -.02.+1.3 NY IMBR10.5]-.o1 +1.9 NYest Funds A: Gr&lnA i:t.O/i +_11-\2.5 GwfhA 1.87 +.Il6-15.9 SlorA 15,U+.j7-\:l,2 Nvest FundS 8: St"rB 1.4.12 +.1]-\3..3 OCIkASsoc:Fds: 8Ikm.EmS.9& -.0'1-40.2 PlnOkAII3tl.62 -.94-34.1 Re<IOol<T1:l.12-.6-3HI ,,~....... n.", -.U-:lY.~ lwDurA 10.02 -.01 +2.' Renal.oA.11l,14 +,36,:-1.3 """'''~..'..''' ..1 ,,~f.4... .>>'.. -. PIMCOllU~''', ~ CpApvA 16.8~ +.26-\609 HIVldA 9.90+.03 +4.0 TolRIAd 10.56 -.~ +:1.1 PIMCO FundS B: WyltlB 'J,'IO +.03 +::\.11 h1novB 21.A4 -.~1-2'.5 S1I:.P*8 ".'95 +.13-11.6 Tl>rplB 15.75 +.2 -25.0 TRRlB \1).-56 -.1)3 +2.11 PIMca Funds C: GwlhC 20.511 +.17-23.7 WYldC 9.',10 +.03 +'.8 lnno~C 27.43 -.41-:19.5 OI>POl'C 13."8 +.16-2J.~ R&/1l>lsC 11,55 +.35-1.4 SlkPI~C 9.99 +.12-12.6 TgrlillC 15.75 +.2 -:>>.0 ToIRtc 10.56 -.03 +2.11 PIMea Funds Insll: CapApp 17.05 +.26-](,,9 FrgnBd 10.37 -.02 +3.8 H(Vld 9.90 +,03 +.(.1 LowDu 10.02 -.01 +2.1 lDll 9.98-.o1+U LTUSG 10.n-.0II +3.1 Mrctot> 2lI.18 +J)\ -,.2- MldCOP 21.19 +.4 -13.1 Modour ,(tAl -.02 +'1.9 R1Ref8d 10.43 -.O'l +5.3 ShortT lIMn +1.1 Stk$Pls 10.16 +.13-12.3 lalR1 to56 -.10 +3.) 1Ft II 10.30 -.03+3-3 TRIll 9.21 -.\12 +3.0 GIb18d 8.60 -.01 -.1 i':OI:\fkc,e>>lMt: DVF)(ln~ 10.96 -.04 +3.2 GwlhStk 10.27 +.01-22.9 TaxFr 10.78 -;\12 +2,1 \lQIUll 11.74 +.13 -7.3 PalneWebber A: 5trtllll'A 5.81 +.05-17.0 TctAflA U-1S +.29-12.5 PaineWebbgrB: Strllll'B 5." +.llS-17.2 r~tAlla 25.69 +.:18-12-7 PalneWellberC, Slrlvl'C 5.76 +.llS-11.2 TctAflC 25.87 +.28-12.7 PoIneWllbber P<<eA: GIFxdlA 10.49 ..' HMo GI'Fll'dIAI2.11 -.02 NN LCVf';qA 16..45 +.n loiN PafneWeClberPdCttP: GvtFlldP12.n -.02 +J,O IntEOltvPI3.24 +.44"';12.4 LCGE P \S.7J +.1~\ I-CGEllP 16,46 +.29 -6.8 $mG-EP 11.8" +.1)1-16.5 5mMVEPI5.OS +.11 +1.0 Sfr'F"dP'\2.a6 -,05 +3.2 PairleWdJbB Pace Y: \"CGEo.A 15.J" +.1~ NN Pail\eWebCMlrY; 10"1l'f 26.39 +.29-12.5 PanlaslUS Funds: Fund 31.61..,..46-1.4 PaxWlII"fd: Fund 21.04 +.17 -6.1 PQVdentunds; G1F)l1 Io.~l -.02 +2.8 1'olRf 9.93 -.02 +3.2 PItoenlx-Engentllnll: AQ.GrlhA15.61 -.04-32.5 COPGrA 11.41 -.06-26.5 FocGrA 15.37 +,(11-25.1 Nlftf.'iO 2'2.34 -.07-28.2 SmMCpA21.2-4 +~01-".2 PltOlllllx-GGodwrin: HIY!dA 6.32 +.01 +2.~ PltnluIlx-O'*hUrsl : BglanA. 1.(.\1+.0'1-4.1 GrllKA 13.29 +.16-10.1 Il\GfA 8.59 +.05'-3.5 SlTAIlA 14.39 +.lJ'jI -4.1 PMet\lx-s.mn:a 1 GrwfhA 12.'10 +.16-14.5 1MllMA \l.C +.\5-".1 PIhlenbr:-zwefg: MoIAl-IC \OSl +.12-7.3 PlkitlmA: e.nkThA '21.30 +.28 -1.3 CLdrA 14.25 +.25 -6.1 GNMA A 8.65 -.01 -1-4.3 G1hlocA 15.67 +.13-1).~ Inl1SGA 25.51 +.15-18.3 InlVolA 13.1'2 +.32 -8.1 L",CGA 24'.18 -.G3-24.9 MogC A 12.1. +.1'-12.0 WWGrA 18.11 +.26-19.2 PlIf"lm8: Gr&VIB 11.89 +.Q5-3O.0 IntVatB 13.76+.32-8.9 LrvCGB23.95 -.04-25.0 SCaPOPP32.S5 +.16.....27.1 PI....JmC: IntVorC 13..13 +.32. -1.8 PlIIOr'Fa"': . EqGrth I 9.~ +.as.-\9.S E'lValut IA.09 +.21~13.8 Flldlnl 10,19 :-.ll\ +~l.9 plopeer Funds A~ Eo.ll\CA 25.15+;'1&-'.9 EIIrOPA llS..99 +.81-'11.4 GrfIIfIA l4.n +,12-'U MklCilpAt:U2 +.U-I5.2 twjCVA \9.52 +.17-2.1 PIOjlFdA4Il.19 +.35 --:9.1 PIo4\IlA 2ll.~+.39-4.6 TxFreA il;B2 -.04 +2.0 PloI\eerF\)hdS": E'lIn~Bx15.n +.33 --1'.0 GrwtllB 13.9lI +.n-)4.3 MdCpVB IU4 +.16 -2.5 PlImF.m39.SS +.34 --:9.3 P\cIn8erFunclSC: PioFdC '39.14 +.34 -9.3 Pntfen'ed Group: Growlh \2.70+.n-n.6 tntl 13..52 +.31-8.2 \k>I1N! 19.97 +.26 -8.~ PrlClI Funds: Bol"n~e 18.16 +.16 -5.3 MAT~ q.:I4....o\.+~.? r:1iMVA 16.n--.i0"~'--. MunlA l',~7 -.ll] "'2,~ Dlvl-g-CA14,58 +.07-15.1' t-4'110J\~,43,~~ .+..W'-"2U. Dlvstln..,' 1~!~..~) ,.:H,~",,"';,,:'.;i;,.........,>. . ~r~~ ~~;$~~f<bt:~~:~ "C)1'C A 'UO'W.04""31.5 Gi'h-lAU.22 +.19~lU Rsrct>A V,l.5Q +,n-n.o HlIncA 8.~1 +.05 -+3.5 SmCVA 12.06 +.12 +.2 InAICGA 14.80 +A]-\!!.t TxExA 8.84 -.01 +2.6 InvGdA 12.0-9 -.O~ +4.0 TFIM 15.20 -.0] +2,0' l!lCpCoA18.'16. +.11-13.'1 TFHYA 13.39 -.01 +2.4 LgCpGA 20.06 +.02__12.4 TxSEA 898 +.1 -16.9 L!lC"IIA l6d1 +:~ -'.5 U5GvA 12.M -.01 +2.3 MIiIGvA 12,56 -.01 +2.5 UWA 11-28 +.29-10.6 M!lMuj\. 15:ro -.0.1 ~1.9 V$lgjl '.111 +.12-29.5 MCaPCA 111.16 +,26-1.17 VOI'A 1ll.8J +.14-19.2 MU<lIHIA\5.eo-.tl'.! +1.4 VoVI! 18.19 +.05-26.5 MuLIA 6.S5 +2.3 Putnam FundS B, N\\IN1A 13.bi -.00- +2.6 AABolll 9,88 +.01 -7.8 MuNY A 13.50 -.02 +1.9 AAGrB 9.a1 +.14 -6.1 PrTRA IS.!12 +.0] -J.S CATxB a.6.$ -.01 +2.0 S&P500s611.10+.13-12.' Co\>Al>r 1t..\E +.\7-\1>." SocAwA 22.67 +.2.4 -8.2 CI:lCEQ6 11.81 +.12 -8.4 USGvA 13.25 -.01 +2.3 Conv6 \4.6.4 +.1~ -i.1} Smith Bmy AlkK: A: OVrlnS 9.82 -1-;03 +2.7 AUBgIA 11.81 +.07 -2.2 eqln~ \4.38 +.18 -5.7 GrtllA 12.15 +.12 -8.9 E"Gr6 18-24 +.S7-17.~ HIGroA IUS +.17-12.0 Ge<>B 16.34 +.\1 -M Smith Bmv AUIle e: GIbE'll! 11.35 +.18-16.2 AII801B 11.96 +.07 -2.3 GIGrB '.75 +.12-23.8 GrtnB 12.23 +.12 -9.1 HIYTrl1 6.10 +.03 +4.1 HIGrB 1'2.1'1 +.17-12.1 GrlnB n.lIl +.15 -7,4 Smith Sant8Y sap: GrOppB 15.1A +.02-26.3 AClGrB 83.48+1.8 -91 l-IllhB 51..33+1.39-'25.4 ~8 1H7 +.14 -6.9 HIYldB U5 +.04 +4.0 iklll>neB 12,1:J +.1 -'1.4 H"'I'AdIl 6.34 +.03 +3.7 O'IslnB 1.1l3 ... +2.1 IncmB 6.~5 -.1)1 +3.2 FVI>IS 13.n +.U -7!) lilllGr 211.76 +.59-14.2 GrinS 13..90 +.1$-12.' InlGrln 9.46 +.28-13,1 HllnB 8.42 +.0$ +3.J lnllNoP 9.68 +.33-20.5 LllCpCB 18..014 +.17-14.0 InlVov 1$.6'1 +.~ -15.4 WaCPGe. 1954 +.02--12.6 In'l'B 11.46 +.09-20.9 MgMuBI5.10 -.04 +1.8 MunIB'.87 -.01 +2.3 MC0lIlC6 \I,A1 +.26-\3.11 NWCIGB 12.71 +.OB-27,~ F'3l.IICapl0.24 +.lW-ll.3 N\IIOpB <<1.15 +c27-'2S,] Pr-1"RB \S./fl +.0I'l -1.6 NwVaI 13.86 +.2 . -2.0 Smith Pam L,O.&I: OTC B 7.95 +.04-11.6 i\1JG'L I\:l.n+u -'.1 R~rcllB 13.28 +.13-17.1 APprL 13." +.15 -6.9 Sm.ellB \1.'10 +.11 NN Fd\lalL 13.31 +.14 '-1.1 TFHYB 1:1.41 -,01 +2.3 LVC;:opL 19.54 +.02-12.6 TFIne. 15.2'1 -,10 +\.9 l'I\dCopCL1a.~1 +.26-13.$ T)(SEB 8.89 +.11-1].0 PSACGL 8.35 +.06-17.4 U!SGv6 \1.12 -.0\ +2:1 Ps\..llCQIlIO.24 +.011_11.3 LJftlB 11.22 +.2'1-10.8 smith Berney 1: V~S L2i +.I1-a-.lo Grln~ I 1~.23 +.19-12.4 VO.,e 17.00 +.1]-19.3 19CpCu119.04 +.11-1].1 '1O'f1\ \7.36 +.~-2&.] bncISll 31!.04 +-Sl -,f,' Plftnam Funds Cr SDarthl'rUst Fds: GrOJwC 15.94 +.01-26.~ Vglue 15.10 +.23 -3.0 'nlIGrC 21.118 +,6 -14;2 $p(lClra Funds: VOl' 18.59 +.]4-19;3 Fund N 6.1'1 +.14-19.7 Putnum Funds M: Shlndlfh FundS: Dvrlnc 9.82 +.03 +2.8 Fxdlru::m19.53 -.0'+3.3 GeoM 16.34 +.11 -.1.3 GIFxln \9,10 +3.) Grine 11.94 +.25 -7.3 In#Fxln 19.58 +1.2 HVAdv 6.39 +.03 +~.2 StFarmA5SOC: ll1Cm 6.... -.01 +3.4 Ba,on 47,SO +.3 -7,4 II'l"Gr 21.06 +.6 -1~.1 GWltI <<Sl +.41-\2.2 IIlYM 11.81 +.0l'-2O.9 Munl 8.52 -.01- +H NWOp 42.12 +.211-25.3 st. str R-.N:tl-A~ OTC 8.30 +.04..,.31.5 AurwgA 2831+.33 +'2.3 VOl' lU17 +,101.-1'.3 Exclltl 4ll8.15+6.1'....15.1 Putncmt FUlHls Y: GutlnA 12.65-.lI2 +2.5 AABAI US +.0It -7.6 H1\ocA. 331 +,1JlO --1.2 MCn 9.14 +.03 -.6 InvTrA 10.04 +.12;-:'16;2 AAGr lQ.\O +.14 -&.5 MC-pGrA 6.41 +.04....19.9 George 1'.52 +.11 -~.2 51TG&IA 10.11 +.01,;"4.2 Gltir 8.55 +.10&-:0.5 stlft StrResl'Cll8: Gr&h'IC IB.08 +.26 -1.2 AuIlN"B 2],21 +,3] +2.1 l<'lIlG( :U.'3<i +.6\-),4.0 AurorBl 21.:11'+,31 +2.l hlV 12.U +.1 -2\1.1 InvTrB 9.114 +.12-16.3 NwOpp ..Ull +.3 -25.2 InvTrBI 9.77 +.12-U..4 OTC 8.81 +.05-37.4 MCpGrB 5..56 +.\q~.1 \lisle> 9.44 +.13-29.A SlTG&fn81cl.05'+.Oh"-4.4 Vov 19.33+.15-1'1.2 stuteS'rResrctlC: as FlNId$.l Aurora 27.21 +.31 +2.1 Ml;lCpOp 10.69 +.13 -:f.2 StPle Sff'" ResrchH RSQivrGl9.\l-8. +'..23-12.5 InvTrS lo.lS +.12-16.1 RSEmG :11.39 +.5 -26.7 Strontr Funch: Rs.VtIIGr 22.37 -.03 -9.1 Adv!vlllv 9.93 ... +2.0 Raltiler InvMII: - AmUllI 16,13 +.41 -1.1 CoreEq 22.34'+.2 -1~.1 Balunced1'1.89 +.13-8.\1- S~MC(Ij)20.'11,+.3 -]3.2 6"""lIw\3.15 +.1~""'\1.0 RllIIkInsFtIftds: Cm51k 19.311 +.24 :-4.3 F>CdI/1CTrle.6l! -.01 +.1.2 Q!&il,w 10.B1 -.0'): +5.0 Growth 15.11 +.01-18.5 Entr>rlr1V:21.37 +.31-11.1 GrwtltTr 15.25 +.01~1I..4 GoVSclllv10.7':I-.1l2 +3.2: VG/IIO!Tr )!:14..i? +.,17-111,1 GflIlnclnv20."+.25-18.S RevnDtdlI Fundst Gl'2O\n'l ".10 ... -28.0 6lChGr 38..45 -.01-21.'11 Grw1hlnvI9.83 +.07-2<1.7 Rovce FundS, \-1VBO\nv 9.33 +.0.1 +6.8 LWPrSllc 9.47 +.116 +U HIVMlnv B.44 -.01'+.8 0CI0tY a.o1 +m. +3.1 Index \3.63 +.15-12,6 P."nMu '.86 +.04 _.3 LllCopGr25.53 +.19-26.6 P~r 9.n +.<< ~S:l MUMvl .1.94 +1.0 TotRilt U9 +.6 MIJBdlnv IUS -.01 +2.' Ruslm\'\'ln. Gn1Ufo~ Opp\'l'lnv,f(l.41 +.41 -4,6 A~ 18.91 +.52 -8.5 SchoWV50.7t1 +.-43 -.3 Russell Fumb 5: Sl Bdlnv 9.$4 ... +3.2 DlvBdS 23.19 -.04 +2.9 5THYBI 9.95 '+.01 +3.1 OlvEqS 39.99 +.5'2-)4.6 STMUlnv9.6'i ... +1.6 EmerMkIs8.2:l +.14 -4,6 SmCapVl18.44 +.02+1.4 \nlls,.:S 5:UO+U06-12.9 TechlOO 5.60 :".q7-:31U MsIrlBdS 9.94 -.0:2 +:U USVajuell,32 +,3 -,n.3. QuonfEq$34.51 +.~-12.s Sh'OItli lnsll Fils; RESilCS 21.44 +.~ -3..0 Advtlil 9!):! ...; +2.1 SnTrlldSU.78 ..' +2.8 Bond 11.03 -.01,+4.0 SP8cGrS ~1.IJ +.J9 -9.9 MllnAd'lU~ .m +\.\ TIIMt:.CS 1609:1 +.19-12.1 s.lnAuterlc:tJ Funds:, Ruue-llInSlIIt Bt>IAsIl l!i.ll +.05-\0.0 Eq I I 21.71 +.:JS.,...1"'~ S11l1Amerko FoalS: Eq III 29.83 +.37 -U FOWsA 16Jlll +;4-14.9 Eq Q I 3l.14 +.:JS-12.~ Focll5B 15.71 +..42:-15.1 FlxlllC I 21.711 ..,..114 +:to FOCIISU )!i,n +.4\\-15-.1 Fl>Cln~1lI10.Z! -.01 +3.3 TARGETl IntI. I 31.08+1.02-12.9 InflEq ll.n +.u-12.9 Russell LliIC<IIlG 18.02 -.):1-22.3 AoD$troI 9.09 +.12 --'1.1 l.9CaPV 12.04+.'l1-;1l.1 BaIStrot 9.4.1 +.lJ'jI -5.8 TCW Galilea.Fdsl. EQAIlStr &.411 +.14-11.9 HIVkIBd 1.69 +,W +-,2 Rydllx ,nvll51or': 5eleotv 16.40 -.1 -20.1 Blol<tdl 20.89 +.71-2'l.9 smCoGr \'.44 +.\5-25'." Novo 26.11 +.411-19.4 TlAA....CREF Funcl$: OTC n.95 -.2.1-~.:t B4PI\n; \6.30 -.01 +:l.l Ursa 10.M -.15+15.0 Grolnc 12.19 +.14''''13.2 SAFECOFundsl GroEa lU' +.tJ')-2G.9 Elllltl 18.34 +.16-11.2 IntI Ell '.21 +.3 -1..3 Continued on PaR 98 '-~-:~~~r~~::>~~.~"l . AlIeghlll\Y Funds: , C1Gr&ll'lcZl.QJ+.13-U,B ",CtBal 11.56+,03',:-8,1 MB.CG(dNU.9&.-f,;'is"-'lT:&: VerAII~~t1l1.&4'+.16""15.?, AlI1i1~Ad"'I~orCh ,~. GrliKAa 3.65 +.06 -3.'\' .c; _;, PrGr~"tt56 +.42-17.0 'Growth:., ,-.o~2Sd; TfKllAilii' '.3.81 -.69-19.1 Iflll CORE: ,~.B1+,.Qrlt PrQrll'l 11.55 +.22:-16.8 Lr!llCPG'l2.20'+,~~!~ AlIIon COP A: , , ,) 1iewGn:":( 9";83,'7,W-:.:IlI' AII<m ':1:--4,87 +.LlS"':'lH,.SCVIMt:26.06" 6olonA -15.21 +.12 _U1 I&CV,liW,u.oo BQI1dA 12,4S+.02+3.6 :SlTiC~ 3..(5 GovtJ\ 1.32-.02 +i..S" aemsttlnFcII: ~~~~A 3f:~ t:~: ~:g::: ~t:1;:~~.t~g M.....SA' 5-99 +1." Co Mil U.1S:-,OI+1.I MeliA 10.9.( -.01 '+11 DlvMu 13.91~""'7.01 +2.3 MNYA 'lfl1 -.or+2.$ NYMu, J3.7lt,,:,:,ot +2.1 ~~eA 1;:~+:~:,$~~ ;n~1~~~2rt:7 :::~ PGIItA 22.15+.'41"'"17.1 EmMkls lV8 +.25 -u QU~rA lUll +.25-".7 Bishop Srr"'Fdi: T&e:hA 12_JO -.68-;9.. Fi'qultyl 10.92 +.1-3-'19,,," WluPrll U3 +,19-11.1 BICldlRock B&C: Alliance CuP B: IdxEqB 21.77+.n-:-12.7 Balana U,61 +.12.,..1.4 lrlol:ncEqC l'1.M +.~-12." epBB 12.45 +.01 +:).3 BlockR1K:k Inst\: Gallle 1.32 -;02 +2.2 ealnelll 14.4 -.o3-Io.1i GWlhB 22,41 +.32-225 Core 9.'" "".ttl +3.1 GrlneB 3.5'1' +.06 -42 lOOllEqlllu,tI+.n-tVI HllhCrB 10.41. +.25-21;6 IntGovI 10.30 -.OJ+.J.2 HIYldB 1.02+.0:3 +3.~ InlTBdl 9." -.01 +3.. ,""CAS 111.94 ~.Ql +1.9 IntlEql 111.ll2. +.33-11.1 NAGB 1.69 +.18 +1,8- LIilCpGrf [I.m +.GlS-26.2' PGlhB 20.66 +.39-1102 LIilCPVl1x13.56+.l1'-9.0 QusorB 16.48 +.21-19;. CoreBlrk '1.7'1 -.03 +3,2 SelBIoIB 6.06 +.26-15,. Mangdl 10.<<1 -.0:3 +3,:5 SelTehB 4.95 -.04-18.3 MdCGEq 9.m +.03-15:2 TeehB 61.86 -.!M-:KJ.O MdCVIE ",12.l18+.1S -1.1 Alliance cap C: PATFlne 10.1l'1~ .111 +2..5 PrGlllC 20.69 +.31-17.2 SeIEqlll13.06 +.111-17.0 CpBC 12.46 +.02 +3.4 SCopGrllS.4lI.+.(J3-n.2 ~~~~ ~:: t:~~~~ ~;~~r~~~~;:!:: :;~~ NAG~C 7.l8 +.18 +U 10tBdBlk 9." -.01 +1;3' TCH:hC 67.13 -.6ol-2II.0 Blactc:,RodI'SVC: .. 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'/(r/lJtII 1&.36 +.:U -1.5 G~ 2233 +.3ol-12.;1 Arner AAdvant In$l: BTaiiilIiiIiwI7.G4 +.. -U IntlEqlos15.S6 +.39 ':"U BnndYWlnI 1"Cl$: . s&P Inst15.T4 +.18-1:U BIUlFd :13.88 +.ss-13.A "mer Centun' A4v: Srndirw>J25A +.53-13.5 l(ltGro 2&.19 +,3 -11.2 81'CWl5 FufId5' In'IGr 9.13 +,:u....16.4 .ReoIEsI 9;63+.)$-2.1 Ultra 26.A2 +.32-18.1 SmlCOp lOG +.16-11.0 Amer cenl'vfY 'ns: BrinIOIl Fumb: Eqlnd'" A.62 +,lI!i-:-12.3 GlObal 10.96 +.14 -2,5 IrI<;Gro 2/i.U +.3 -1'1.1 IntlEQ 1MI +.33-11.\ Int'Olsc 11.25. +@h143 CGMtl'tmdS: InlfGr '9.15 -If~"';'Jf.:Jt:~~ 2l,1~+A7-lS.6 Select 3fI.3A +.42":'1'5:.7 Mull 21.118 +.31 -t.8 Ultra 2.6,,", +.33-1tO ReolIY 12::U +.16 -5.1 VtllU9 6,18 +.06 -3.1 C5 WClr1lurtJPI~s:' Arner CefltvrY Inv: 5mCaV" 20.26 +.2 -.3.6 BQIl'llCedl4.69 +.1Ill -6.6 CS War1lurgPIl\C com: CQHYMu 9.'2 -.01 +1.5 CapA!> 19.69 +.11-16.7 ColnsTF 10.47 -.03 +l.3 EGfh '14,.n +.004-25.4 CCllntTF 11.21-.lU+I.5 Flxlnc IOm-.1)1 +3.6 CclLIilTF 11.45 -.04 +1.3 Gblnl :)6."16 +.53-12'- EqGrol ".04 +.19-12.5 IntlEall 12.88 +.31-IU EqlllC 6.45 +.06 -206 Vc>IUlIll 13.28 +.IA -U GNMAI 10,64-.01+1.9 ~M""".....u Gift 16,4$ +.13-29.5 Cutifonlla TNst: Gl Grwitl 6.9'1 +.14-11.. 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VariableJ Conrnct your financial advisor, call 800-2~ 'fbt tnor~-inrormation, including charges and expenses, ~ money.@PioneerFundsDistributor,Inc.,underwri[erore ;. v ~;:49,66+;'~16.6 EqlnT. 2),65 +,31 -:-6.1 GcwJttrt,17 -.03 +2.3 GI"om,aTU,65::t.n:--::ll.8 GrOilPT 1fI.sa'+,,17-16.2 HlYkl,T"Ul +,03+1,3 IntBd1' \0.71-.0\ +3.2 LWOJpTl$.49 +,IZ-I",", MIdCpf.:'ll.40 +;2',:":"12.2 MUfncT lUO-.o1 :,f2.2 "". r-oT.l~.85,+,046'''''.''' ~f'rr ,,9.36' .,.,+20B SitiIO>T 17.2lf.2:i -7:8 S,,"1JlT 11).30+.03+);. vlllSirn.'r UM +..., +1Ji ' f'ldellftFrftdlirtt: F~,'IUI+.01"""3,2 FF2tl10'1.2.9S+.01 ,...6.4 FF:lIl2ClIU2+.1 ~.9 FF2ll3O lU4 +.11-11.7 ~i:it :::'t'01 -).4 ~r2$.l<l+.lli-3O.3 AlKIlnll 11.91 +.3a-l0.1 AMur 15.59+.06 -6.5 AMgAn 11.4<1 +.1 -12.2 AMil'Gr lU~ +.011-9,9 A/.AOrIIl n.so+.02-1.(I Bolcille 14.65+./11 ~2.~ BluCh 43.01 +.2.(-16.5 CapAp 2o.el +.(11 -6.4 Cpll\l: 1.1f,+.llS +2.2 CDntro42,11+.5A'-14,4 Contrfdl1lo.lII:+.Q6-12.3 OtliS!:"J9..28+:22"'-6.S Dnll 13.77+.11-14.7 Dntll 10.12+,0$.,..l1.'1 DbEq 22.22 +.31'-13.9' 01111,,11 19.53+"'-11.0 DlvGtI1 27.10 +.16 -9.5 EmrMk 1.73 +.11 -3.7 E<llric ".79+.'- -7.8 EQH 2!;.s:I +,29 -8.7 EcoPAp 1"67+..(6-13.1 Euroue 25.46 +.604-1..5 Elich 23T.2H3.Il'1---n.l E;I(pDrl .l.!.14+,L>>-9.6 Fidel 211.33+.21.,..13.4 Fifty 11.22+.19 -li.9 FrlnO".22.2<> +.28-10.6 GNMA 10.13 +2.4 Gavtlne 9.99 -.m +Ui GroCo 53.-<<l +.11-25.1 Grolot 36.75 +;3l-11..5 Hi9hlm: UJ+.""*8 "l~ 16.~,+..n""23,7 ITitBif, lCl33'-:-:~t'+'lA II\tGbv 9.76 -.01 +',l:,'1 '!fIGr.. 2O;llA.+..6 -n.1I liWGB 1.18 -.Ill +3.1 Jopen 12.t2+.51-..a JlIIl5m 1.73+.3ol-3.;1 llilrvCClpI5.1.+.I;J-lJ.1 I.otAm 12.21 +.3:1 -6:5 LawP n;n +,13 +2.6 Ma\JIlltol03.S5+1.13-1U M1dCaP 22.'15 +.Zof-ll.f MtoSoc IU5 -;01.' +1~5 NwMkt 11.:1\1 +.15 +2.2 NwMIil 25.71 +.03_23.8 aTe 31.M -.OlI-f.(.3 O~l'IIlIll 31.21 +.95-9.Cl PeBOlI 16.13 +..45 -6.7 Purim 11.115+:'12 -4.$ RealE lI.n +.29 -2,6 STBF 8.1. ... +2.8 SlTICpSlel3,ge +.lS-13.9 SmllClloS 12.25 +.07-9.3 SEMla 11.11 +.22 -2.8 SlkSle 20.93 +.3 -1S.7 TreQcI .aiM +.44-14.5 USel 10,1A -.02 +3.0 Ufliltv 1.5.27 +.39 -5.0 Valu., ~!.OO+.SI +1.4 Wrldw lA.!3 +.1 -9.6 Pkle!tty$elects: BCJi1kini:. 31.26 +.5 -6.9 6klkh 54.$3+2.0'1-37.2 Brakr AS.14+.S/I~I5.1 CamP ..11-1.35-23.4 DvCm ':l2.<<l +.1 -24.3 Elecf\'" 5ll.1.-l.61-13.2 SnnlY 26.00+,33 -~.1 EOIlSv :)11.68+.58+3.3 FfnSv 1ll2.-o1+1.U-12..<6 Gold ll:n +.li4 -2.1 Health 1I7.11+2.:JS-21.S HomF 50.36 +.5& -9.11 IlmIr -6.33 +.68-12.4 ~Isr t,O.94+1.14 -.8 Mulfmd 38.11 +.113 -1.6 mGD5 22.9'1 +.43-S.4 Softwr ~64-.23-2.S.0 TKh 63....-1.38-21.. T.tcmw <42.07+.61-16.A CTTFA 10.12 -.lI2 +1.2 DNTCA 21.11 -.01....11.1 EalneA1B.11:1 +.27' -S.4 F~FA 11.94 -.01 +2,1 FLTFA 11.62 -.02 +2.2 GWthln<:AII.54+.lt-18.2 GrwlhA. 31.43 +.0-lCl.3 HYTFA lD.56 -.M ,.+2.1 InoomA 2..3ll +.ll3 .....1 Im.TFA 12.06-,02 +J.9 MOTF-A 11.42 -.01. +2..0 MATFA 1l.6.1 .....02-+U M1TFA 12.16 -.02+2.1 Ml'llnsA 11.98 -.01 +2.3 MOiFA 11.85 ~;(I';l +2..0 HJTFA 11.77 -.02 +2..2. NYlosA 1\.38 -.02-4-1.5 NYTFA l1.1Cl--.02 +2.Cl NCTFA 11.84,-.02 +2.1 OhlDiA 12.28-.02 +1.B ORTFA,.,ll40 -.02 +2.11 PATFA:il0i2l, -.01. +:1.5 PR TFkl1;&;: -.Ol' +l.9 R..EscA 15.77 +.71 -.9 RlsOVA 22,Z5 +.16 -2.1 SmCG2A 9.24 +.03 -'1.3 SCClpGA :>>." +.22-11.5 sIrotlM: 9.69+.05+2.5 USGo\IA 6.83 ... +1.1 USLS A 20.4<1 +:11 . -~2 UfllsA lCl.6O +.32-7.6 VATfA .}J.53 -.M +2.3 FnmkfTmfJ' Frnk Adv: SCopAd .31;0\'1 +.23-21.4 FrailklTeinPFrakB; 11>CDll'l1l 2.30+.03 -,I FronkITemp Fmk C: AGE C 2.14 +.Cll +5,6 CAGroc 30.13 +.3 -24.1 CATFC 7.25 ... +2.1 FTxFC.lI.93 -.ClI +2.Cl Grwlhll :Ill.91 -4-.42-10.. 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ECD a.a7 1-.11 +3.6 For IO.so+.24-8.2 'GlobBll 9.86 -1.6 10tlBd 9.11 +.1l1 -1.8 Intlnlrvlla.9S +.39-8.5 SlTICVI 13.39 +.19 -3.0 TlIbFrlllll.59 "'.13 -9.7 USC_13.17"'.1O~.2 Volve 9.21+.13 +.1 GMOTl'ustlVI EmCol)t 8.86 +.12 +3,6 MldCoA 11.33 +,27-IU SlkA 18.61 +.22-12.3 Hartford Fd$ 8: Advr$B 14.1ltI +.08 -6.6 CpAppB 26.35+.47-4.10 MldCPB 16.89+..21-11.1 StockB 11.91 +.22-12.4' Hor1forfl Fd$C: Adv.-,;c 15.M +.08 ""6.4 CapApC 26.32+.47-4.6 MldCoI>Cl6.Q9+..U-n.7 StockC 11.96+.2Z-1M Heartland Fljs: VoluE> 3.U1 +.24 +5.1 Het'U09l! FuI'U:lS: CopApA nFa +.33 -9.2 HlbemloFunds: CapAo 1II.93+.21-1U HluhMarlt Funds: Ba/ofl{:ex13.55+.D5 -7.11 Bondx 10.112-.0J +3.3 Growth 8.n-.ClI-t8.9" IneEqx lCl.73 +.15-10,6 VIMllm 1>125.79 +.37 -]... Homestead FundS: \lCllue 24.51 +.25 -3.2 HorMmllU9 +.28 -U HcmttMlon ~s: GwlhT A2.il +.18-16.2 InEqT 33.91 +.35 -3.1 ICAP Funds: Squljy -(I.ZI +.u-H IDEX Funll$ A~ JCCGlbA2I.1l"',61~16.5 JCCGrA 15.10 +.09-.21.0 JCC(;rT 15.12 +,09'-.wJ.f IOEX Funds B: JCCBIB 17.92 +.~ -5.1 JCCQb\B21.14 +.59-16.6 JCCQrB 23.91 +.aa-.21.1 IOEX Funds M: JCCGlbC1'.13 +.59-16.6 IPS Funds: MlllanFd31.5& +.51-2:1.6 IndependeneeOne: EqPlus 11.66 +.22-14.7 InstISele<:t: S&PSOll 9.03 +.1 -11.5 InvescoFund5: Bot.tov 15.15 +.1l8 -9.8 BIChGrl 3.40 -.02-3U Dvornl 11..& +.12-26.5 End...rl It.'26 +.03-33.8 Enr\lyl 20.21 +.15-2,9 Eqlnd 11.88+.15-10.1 Europt 13.13 +.56-22.9 FloS~tl 21.82 +.<11-13.8 HllhScl 43.'15+1.19-16.1:1 HIVldl 5.22 +.01 +4.9 Lats"rl 36.611+.49 +.4 Sellncl 6.116-.1:11 +3.' SmC:oGl 12.116 +.n-21,4 Tech 39.59 -.7S-33.8 Tleernl 15.72+.2.-29.1 TotRtnl 25.1\ +.19 -4~8 UtilI 15.76 +.51 ~9.9 \/olEfql )9.75+.25-8.(1 Invesco Fundslnst: TlIlCh <IOJlO -.76-33.1 Ivy Funds: GrltlA 12.5.t +.05-16.3 1011.0. 12.26 +.62-IS.ll lollEl 21.14+.61-15.2 JP Mor90nFunds: I}l1Od 111.J.j -.lll +:L1 Dlllrl 1..09+,13 -1.Cl SmC:oOp 10.56 +.2 -zu SmollCCI 22,/12 +.311-15.1 TxAwEa U.3B +.23-13.1 TASCOp 12.11 +.21-26.8 TEBond 12.11(1-.01 +2.4 USEqlY 17,.2 +.21-13.Cl JP Morgan lnstl: BDnd 9.116-.Cll +3.1 Bont\UlI 11:1.113 -.02 +3,1 DI,eEu 14.\8 +.16-lZ.A D!II(lN 12,69 +.12 -6.'1 IntlEqtv 9.SA +.3 -13.' InllOPl' '1"18 +.28-13.9 NYlxEB 1ll.a4 -.Cl1 T2.~ STband '1.n -.01 +2.2 SlT'\QlICo 11.66 +.1-15.7 SmQrtldx13.0S9+.1S-U.3 TKA.wO,EolU3+,17-1\.1 'O:AwEIlI:>.ln n. +1.5 ToxEx 111;36 -.ClI +2.. Janus: Balned 711.115 +.03 -S.6 EnlW'pr U.94 +.36-30.7 Eqlnc 18.$3+.\4-10.1 Flxloe 9.29 -.02 +3.2 Fund 28,03+.25-15,8 GII./feScIlS.:V+..'JI"""n.3 GITlKh 15.10 -.02-15.3 GrIne 31.28 +.33-11,5 I CONSOLIDATED STATEMENT , AAFlP Investment Program ~- .... SCUDDER INVESTMENTS Account Number: 0055 669 726-8 01101101 - 04/30/01 Page 1 of 1 1.,ullll,lll,lllll,lll.lllll,I.I.I.lll.ll.llll,,"1l1 1369 For recording of current share prices. yields. and total returns: 1-800-631-4636 MEARL E COULSON 203 S STONER AVE SHIREMANSTOWN PA 17011-6758 To talk to a Representative: 1-800-253-2277 Account Value on 04/30101 _..,,"-~,,':'- ,;:~ '._:,-~' ._.,-.--~",,'-~ '. ~~.~--'--'-.'- -"'~.~-.--, ---o;.~'"--~;;;:::;:':~'-'_"-'''''''''''.C'''.~;:.:".. """.,_"",?~.":;;o;;_~:",;::c--"",,-,,,- ."",'",-""c.:: Avera e Cost estimates as of 04/30/01 PBl SHARE TOTAL No. OFSHARES OWNED PRICE PBl SHARE VALUE Growth and Income-Class AARP 212.481 $22.87 $4,859.44 N/A N/A YTD Earnin 5 YTD Investment Flow Summary SHOIlTTERII LONG 1BlII D1VIIlENDS CAPITAL GAINS CAPITAL GAINS $13.77 $0.00 $0.00 AIlOITIONS& IlARKETVALUE + EARNINGS - WITHIIRAWALS +/- CHANGES = $13.77 $0.00 $272.22- TOTAL EARNINGS Growth and Income-Class AARP $13.77 VALUEON 01181/01 VALUE ON 04/30/01 ,,'Growth and Income-Class AARP $5,117.89 $4,859.44 DOlLAR TRANSAcnON TYPE DATE AIiIOlWT Account Activity 01/01 '01 - 04130/01 SHARE IIo.OFSHARES PRICE TRANSACTED TOTAL SHARES OWNED VALUE GROWTH AND INCOME-CLASS AARP Beginning Balance Income Reinvest .065 03/28/01 $13.77 Ending Balance :-~~--~,. -. ~- $24. 16 $21.24 0.648 $22.87 " 211. 833 212.481 212.481 $5, 117.89 ,.,$4,859,.11. , ::\ N ~ :;; Scudder Investor Services, Inc., Distributor., confirms any purchases as agent. I1IIII1IIm1l11HlHUlHlIHm11 'XP Stock Fund Financial Advisors ~~ w ershlp information EARL E COULSON ccount number: lKpayer to: 0000 0020 3151 4612 4 002 203-10-5010 Value informatIOn as of 03f08! 2001 Value this statement: Class A shares owned: Current price per share: $41,304.39 1,893.828 $21.810 $21.02 Estimated average cost per share:' . Consult a professional tax advisor when calculating taxes. This number may not be appropriate for your tax situation. Istorlcal information :tivity since: Ish invested to date:' lal return components: 'eillvested dividends :ash dividends lccrued dividends narket gain (loss)" tal returns: sh withdrawn:'" count value: 06/16/2000 $45,517.46 $4,968.03 $.00 $.00 $9,181.10- $4,213.07- $.00 $41,304.39 . Cash invested to date is not your cost basis for tax purposes. It does not include reinvested dividends, wash sales, or other activilY which will alter your basis. .. Includes realized gain (loss). unrealiz.ed market appreciation (depreciation). and sales charges. :~ ..... Includes redemptions, exchanges, cash dividends, taxes withheld, and, where applicable, custodial fees and conversions to class A. "C-~!"g,~ '-' ~; ,~:,..". --", ,~OUf" ~ ..l""tu~m<1nce informatIOn a~ of 02/27,2001 Ii_I_hi nihm f.;t~... :>",'.00''''---' : "m:r:rmJr.1f-'W'rii"1f--'-' Account performance information is not provided for accounts that are less than one year old. count activity ,Ie Activity Ownership transfer Reinvested dividend at $.0547 per share Reinvested dividend at $.0519 per share Reinvested dividend with capital gains '16/00 '22/00 '22/00 21)/00 ,-4158 00100015148'~OOOOOOI _1 )00000 Class of Number Price Dollar shares of shares X per share = amount A 1,664.258 $.00 A 3.375 $26.990 $91.08 A 3.177 $27.230 $86.52 A 223.018 $21.480 $4,790.43 -~ Continued i '613 -, Page 2 of 4 Statement PerIod Ending March 31, 2001 Page 30f 3 Select AMERICAN CENTURY. Account number 021-000908898 Account _ners Account opened 11-10-1989 Mearl Coulson Investor Class Fund code 021 TICker symbol TWCIX Newspaper listing Select Account Summary Value on 12-31-2000...... ....... .$14,268.84 Additions............................ .+0.00 --WrthdfBWels '-.' . .-; "" .--0;-;' .-~-;'.--;-.-.--;-.--o~. 00- --- Appreciation/depreciation.. ......... -2,088.81 Vatueon 03-31-2001.............. .$12,180.03 Shares on 03-31-2001 ............... .315.055 Current price per share... ............ .$38.68 Activity This Quarter Shares This Total p.~....,...............!{!!!!!!I!!fJ.l9.!!..................................P.9.!!l!f.A!!!9!.!~............~!!!!r!P...?fJg"............T.rlf!!!!lf~!9.!!.................................~!!!!~ !l.1:g.1:.?J19.1..........~!!!!!!i!l.!!!!l!!l\rl!.....................................................................................................................................................3 1:L9.9.9. 03-31-2001 Total account value $12,180.03 38.66 . 315.055 ~ ~ ~ ~ ~ u i w " Select AMERICAN CENTURY. To make an addltionallnv_,,81,t of $50 or mora into your account. please detach and return this slip wfth your check made payable to American Century Investments. Account number 021-000808898 Mean Coulson Amount enclosed: $ American Century Investments P.O.80x4t9311 Kansas City MO 64141-6311 1,11",1"1,,,11,1,,1,,,11,11,,,,11,,,,11,,,11,,,11,,,11,,,11I 111II11II1 mm 1111III110 I111 , FEDERATED FUND FDR U.S. GDVT SECS - A PO BOX 8606 BOSTON MA 02266-8606 111...1.,.111.,,1...11,,1....11.11.,..11,.1,1,11....1.1.1,,1.1 NANCY L COULSON POA FBO MEARL E COULSON ELIZABETH COULSON JT TEN C/O DONALD E DANNER EXECUTOR 5 N BEECHCROfT RD SHORT HILLS NJ 07078-1b35 Transaction BEGINNING BALANCE 2/06 1/31 INCOME REINVEST .04 f06 2/28 INCOME REINVEST .04 /O~ ,/30 INCOME REINVEST .04 5/0 /30 INCOME REINVEST .04 5/04 5/04 SHARES REDEEMED 5/04 5/04 NAME CHANGE ACCOUNT CONFIRMATION 05/04/2001 Federated WORLD-CLASS INVESTMENT MANAGER .M fEDERATED LIFEMEMBER ACCOUNT INVESTOR SERVICES CUSTOMER SERVICE 800-245-4770 FUND PERfORMANCE 800-245-2999 Rep. 973-467-4161 IDENT. NO. OR soc. SEC. NO. ?T~-l O_~O1 n I Fund '3037 I AjczsnS8659 Ch.10., I Share Shares This Price -Transaction Dollar Amount Of Transaction Total Shares Held 22.~8 7.80 569.600 2.921 572.~21 22. 0 7.82 2.928 5~g:j~~ 23.02 7.82 2.944 2~. 14 ~j~ 2.978 5 1.371 4.54 .32 581. 371 .000 .000 FOR OUICK ACCESS TO YIELD INFORMATION FROM A TOUCH TONE TELEPHONE. CALL 1-806-245-2999; PRESS 1; ENTER 337 FOR FUND FOR US GOVERNMENT SECURITIES. YOU MAY SELECT ANOTHER FUND BY PRESSING * BEFORE THE END OF MESSAGE. Your Payment Optisln Dividends Cap. Gains REINVEST REINVEST YTD Tax-Ex8Dlpt .Dividends YTD Taxable DiNidends YTD Capital Gains Distributions YTD Dividends And Other Distributions Fund Ident No. 25-1213118 91.84 91.84 Total Shares Held: In Certificate form + Non-Certificate Form = Total Shares Held FEDERATED FUND FOR U.S. GOVT SECS - A NANCY L COULSON POA FBO HEARL E COULSON ELIZABETH COULSON JT TEN C/O DONALD E DANNER EXECUTOR 5 N BEECHCROFT RO SHORT HILLS NJ 07078-1635 -- i Federated.. Rep. 973-467-4161 IDENT. NO. OR soc. SEC. NO. 213-10-5011 1 Fund 3371 ACi2888659 c.t rot To Invest By Mail: For plWchases into this account, return this stub and your check in the enclosed envelope. fED fD fOR US GOVT SECS-A PO BOX 8b04 BOSTON MA 022bb-8b04 11I.....1.1..1.1.11...11..1..1..11..11....1..1.11..1 AMOUNT OF CHECK To Make Changes Or Corrections: Complete the reverse side end place an{?g in the box below. DEALER INFORMATION 91601 001 ($ 100.00 minimum) I III..I'NI 110"'11"'1'1 1111.11. Membersar' FEDERAL CR.EDIT UNION INSURANCE DEPARTMENT 5000 WUISE DRIVE P.O.BOX40 MECHANICSBURG, PA 17055 1-800-283-2328 or (717) 697-1161 May 3, 2001 Donald E. Danner 5 North Beechcroft Road Short Hills, NJ 07078 Re: Estate of Mear! E. Coulson Dear Mr. Danner, As you requested in your letter of April 30. 2001, regarding the account of Mear! E. Coulson, enclosed please find check #0100025584 in the amount of $155.471.18. This check represents the combined balances of the certificate of deposit and the savings account plus accrued interest. If I can be of any further assistance. please feel free to contact me at one of the above listed telephone numbers. Sincerely. a/~ ~1r Paula J. Halferty , .v Insurance Claims Assistant 't- C ",'I, \'1> , \, ., '\ \. L \~ , ., , () I.-{'\ \ J .., '?' I Je.-- J'l' .l/ \3 I \ II \~ Jp' '< ;\"J \).'" 1~ "P JL . 17 .f1Y1v .f V r te Di' ').I 1.. l J 10/45 . 3'-1 p "za't. 151 '1 v . . . cO ..5"] 3 '-t 0 -c-' :-::-/ tJ 0 2-. 0/ (':'5 / 'I o t, %"li' "f- I"{--sf 13 / 37ii .t) ~:lll ~ '/3 - ;-1 ~ . Mellon BCIIt: PERSONAL BANKING STATEMENT DIRECT INQUIRIES TO. MELLON BANK NA 5 COMMONWEALTH REGION DELCO PLAZA 1287 CARLISLE RD YORK PA 17404-4933 717-845-8440 111."1,"11I".1."11.,1,11..,11",11".11",11,,,11..,1,,1,1 MEARL E COULSON ? DONALD E DANNER 5 N BEECHCROFT RD SHORT HILLS NJ 07078 01804 CLS 0422 222-262-6646 PAGE 1 OF 3 STATEMENT FROM 03/20/01 THRU 04/18/01 -.-..---'-- .__.~_..---'~ .~-'.~ INTUIT INC. IS OFFERING QUICKENlRJ TURBOTAXlRJ FOR THE WEBlSMJ FOR FEDERAL AND STATE TAX RETURNS, WITH THE CONVENIENCE OF FILING ONLINE WITH THE APPROPRIATE AGENCV. VISIT WWW.HELLON.COH/TAXCENTER AND LET TURBOTAX ASK THE QUEsnONS AND DO THE HATH. RELATIONSHIP SUMMARY DEPOSIT ACCOUNTS CHECKING WITH INTEREST TOTAL BALANCE LOAN ACCOUNTS 0.00 0.00 OUTSTANDING CHECKING WITH INTEREST ACCOUNT 222-262-6646 OPENING BALANCE AS OF 03/20/01 TOTAL DEPOSITS AND OTHER ADDITIONS INCLUDING INTEREST CREDITED TOTAL CHECKS AND OTHER WITHDRAWALS INCLUDING FEES AND CHARGES CLOSING BALANCE AS OF 04/18/01 AVERAGE ACCOUNT BALANCE AVERAGE COLLECTED BALANCE FOR ANNUAL PERCENTAGE YIELD EARNED YOUR ANNUAL PERCENTAGE YIELD EARNED FOR THIS STATEMENT PERIOD IS 0.35? 4,765.63 +4,327.77 -9.093.40 .00 6,241. 77 .00 DATE POSTED DESCRIPTION 03/20/01 OPENING BALANCE 03/23/01 CHECK 1 486 03/26/01 DEPOSIT REF 1000002400266742 CHECK 1 485 CHECK 1 487 03/27/01 CHECK 1 484 04/10/01 MISCELLANEOUS DEBIT REF 1000002400529980 04/18/01 CLOSING BALANCE DEPOSITS AND OTHER ADDITIONS CHECKS AND OTHER WITHDRAWALS . 1,125.00 DAIL Y BALANCE 4,765.63 3,640.63 4,327.77 59.00 10.60 10.00 7,898.80 7,888.80 7.888.80 .00 .00 . . .@--'Mellon Bank PERSONAL BANKING STATEMENT ~. DIRECT INQUIRIES TO: MELLON BANK NA 10 COMMONWEALTH REGION DELCO PLAZA 1287 CARLISLE RD YORK PA 17404-4933 717-845-8440 I." III" ,III" "" 11."11.11,, I." 1.1. I, I" I. II "'" II,,,, III MEARL E COULSON X NANCY COULSON 203 S STONER AVE SHIREMANSTOWN PA 17011-6758 01820 0422 222-262-6646 PAGE 1 .OF 4 STATEMENT FROM 02/21/01 THRU 03/19/01 ~.. 0\ ',}o .~~ -I-NTU-I,r- INC-. 15- OFFERINGQUICKENlRITURBOTAX lRlFOR THEWEB (SM J FOR FEDERAL AND STATE TAX RETURNS. WITH THE CONVENIENCE OF FILING ONLINE WITH THE APPROPRIATE AGENCY. VISIT WWH.MELLON.COM/TAXCENTER AND LET TURBOTAX ASK THE QUESTIONS AND DO THE MATH. 4.765.63 116.949.53 121.715.16 .- NG RELATIONSHIP SUMMARY CHECKING WITH INTEREST ACCOUNT 222-262-6646 OPENING BALANCE AS OF 02/21/01 TOTAL DEPOSITS AND OTHER ADDITIONS INCLUDING INTEREST CREDITED IOTAL CHECKS AND OTijER WITHQ8AWALS INCLUDING FEES AND CHARGES CLOSING BALANCE AS OF 03/19/01 AVERAGE ACCOUNT BALANCE AVERAGE COLLECTED BALANCE FOR ANNUAL PERCENTAGE YIELD EARNED YOUR ANNUAL PERCENTAGE YIELD EARNED FOR THIS STATEMENT PERIOD IS 0.35X 668.66 +87.370.20 -83.273.23 4.765.63 25.646.71 25.308.8~ DATE POSTED DESCRIPTION 02/2_1/01 _ . OPENING BALANCE 03/01/01 INVESTMENT CERTIFICATE 220-064013-C PRINCIPAL INVESTMENT CERTIFICATE 220-064013-C INTEREST DEPOSITS AND OTHER ADDITIONS CHECKS AND OTHER WITHDRAWALS DAHl BALANCE 668.66 15.876.98 1.280.88 '"""- . PEAr6YLINIA BA/I( P. O. Box 487 Camp Hill, PA 1700/-0487 www.pas1atebank.com 7/7-73/-7272 MEARL E COULSON TRUST NANCY L COULSON TRUSTEE 203 SOUTH STONER AVENUE SHIREMANSTOWN PA 17011 Date 3/15/01 Account Number Enclosures Page 1 10404093 1 ******************************************************************************* Account No. 10404093 26402198 SrJMMARY OF Type of Account GOLD COIN CHECKING GOLD COIN SAVINGS Ace 0 U N T S Current Balance 3,008.75 27,697.08 ---- CHECKING ACCOUNTS Would you like a 3-Month FREE Trial of our Internet Payment Service? Call Melissa Blair at 717-796-2663 for details! GOLD COIN CHECKING Account Number Previous Balance Deposits/Credits 1 Checks/Debits Service Charge Interest Paid Ending Balance 10404093 5,296.35 .00 2,300.00 .00 12.40 3,008.75 Number of Enclosures Statement Dates 2/16/01 thru Days in the statement period Average Ledger Average Collected Interest Earned Annual Percentage Yield Earned 2001 Interest Paid Enclosures 1 1 3/15/01 28 4,967 4,967 12.40 3.30% 40.95 ******************************************************************************* ----DEPOSITS . OTHER TRANSACTIONS---- Date Description 3/15 INTEREST PAID 28 DAYS Amount 12.40 ******************************************************************************* ----CHECKS---- Date Check No. 3/12 1012 *Indicates Skip Amount 2,300.00 in Check Number ******************************************************************************* Daily Date 2/16 Balance Information Balance 5,296.35 Date 3/12 Balance 2,996.35 Date 3/15 Balance 3,008.75 ******************************************************************************* \, /6-e:2~3-3 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-23-2001 COULSON 03-26-2001 21 01-0368 CUMBERLAND 101 DONALD E DANNER 5 N BEECHCROFT RD SHORT HILLS NJ 07078-7558 REV-1547 EX AFP el2-00> MEARL E Amount Remitted ) CHANGED Cl) (2) (3) (4) (5) (6) (7) .00 70.983.05 .00 .00 311.275.05 .00 56,000.00 (8) MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Ri-Y-=is'47-ix-AFP--li"2-::0()r-NOTici--OF-i-NHEifiTANCi-i'-iX-A-PPRA-isEMENT-,--ALi-oWANCE-oi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF COULSON MEARL E FILE NO. 21 01-0368 ACN 101 DATE 07-23-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (9) ClO) 16,442.42 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 438,258.10 Clll Cl2) Cl3) Cl4) 2n.A24 81 417,433.29 .00 417,433.29 4.382.39 NOTE: I~ an assessment was issued previously, lines 14, 1S and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 417,433.29 X 045 = 18,784.50 .00 X 12 = .00 .00 X 15 = .00 Cl9)= 18,784.50 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-05-2001 AA496688 939.22 17,845.23 TOTAL TAX CREDIT 18,784.45 BALANCE OF TAX DUE .05 INTEREST AND PEN. .00 TOTAL DUE .05 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REV-1500 Exf,6-00i 'COMMONWEALTH OF PENNSYLVANIA DePARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 10 -e20~.J Y REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C W U W o DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) JOHNSON, JOYCE J. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) July 12, 2000 April 28, 1938 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) w ...., ::.:::~CI) ua::::.::: wc..u xoo ua::...J c..a:l c.. c:( [XI 1. Original Return D 4. Limited Estate ~ 6. Decedent Died Testate (Attach copy of Will) D 9. litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy of Trust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) FILE NUMBER ~l-~L COUNTY CODE YEAR o 0 369 NUMBER SOCIAL SECURITY NUMBER 179 - 30 - 4238 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 3. Remainder Return (date of death pnor to 12-13-82) D 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) I- Z W C Z o c.. CI) w a:: a:: o u NAME Edmund G. Myers, Esq. FIRM NAME (If Applicab~ . Johnson, lJuffle, TELEPHONE NUMBER z o ~ ..J :J l- e: <( o w ~ COMPLETE MAILING ADDRESS 301 Market St. P. O. Box 109 Lemoyne, PA 17043-0109 Stewart & Weidner 761-4540 4. Mortgages & Notes Receivable (Schedule D) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) (1 ) (2) (3) (4) (5) 61,738.50 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) z o ~ I- ::;) a.. ~ o o >< ~ 8,817.84 (6) (7) 65,821.48 (9) (10) 10,438.57 6,050.28 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due x .0 _ (15) x .0 _ (16) 54,067.49 65,821.48 x .12 (17) x .15 (18) CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 20.0 (8) 136,377.82 (11 ) (12) (13) 16,488.85 119,888.97 -0- (14) 119,888.97 -0- (19) -0- 6,488.10 9,873.22 16,361.32 "E',.15C2El. (1.,7) . . r~' '*' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF JOHNSON, JOYCE J. FILE NUMBER 21-01-00369 All real property owned solely or as a tenant in camman must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorshio must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Real Estate - No. 230 Hummel Avenue, Borough of Lemoyne, Cumberland County, PA (Deed Book 201, Page 427) Assessed value - $3,950.00 x Common Level Ratio - $15.63 VALUE AT DATE OF DEATH 61,738.50 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 61,738.50 ,,,,.,,,,,,.,,.,,' . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF JOHNSON, JOYCE J. FILE NUMBER 21-01-00369 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. 2. 3. 4. DESCRIPTION Household Goods - appraised value Allfirst Bank - Checking Account No. 09502-0526-1 Date of death balance Automobile - 1992 Buick Century - date of death value Harris Savings Bank - Account No. 1000029651 Date of death balance VALUE AT DATE OF DEATH 1,540.00 6,007.21 1,230.00 40.63 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 8,817.84 I REV.1510 EX.+ (1.97) SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBA TE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF JOHNSON, JOYCE J. FILE NUMBER 21-01-00369 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY %OF ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATlmlSHIP TO CEceDEm AND THE DATE OF TRANSFER. DA TE OF DEATH DECO'S EXCLUSION TAXABLE VALUE ATTACH A COPY OF THE DEED FOR REAl ESTATE. VALUE OF ASSET INTEREST IIF APPLICABLE) NUMBER 1. Shaull Equipment and Supply Company Profit Sharing Plan and Trust Beneficiary: Geraldine E. Gross, Aunt Date of death value 65,821.48 65,821.48 TOTAL (Also enter on line 7, Recapitulation) $ 65,821.48 (If more space is needed, insert additional sheets of the same size) .. REV.1511 EX+ (12-99) . ~i& COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF JOHNSON, JOYCE J. FILE NUMBER 21-01-00369 Debts of decedent must be reported on Schedule 1. ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Musselman Funeral Home 4,926.00 2. Rolling Green Cemetery - opening/closing grave 800.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 2. Name of Personal Representative(s) Sandra N. Spadafore Social Security Number(s)/EIN Number of Personal Representative(s} 204 - 30- 824 3 115 Mountain View Dr. 1,230.00 Street Address City Enola PA 17025 State _ Zip Year(s) Commission Paid: 2001 A~rn~~~ - Johnson, Duffie, Stewart & Weidner 1,750.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 4. 7 . 7. 8. 9. 10. 11. 12. Claimant Street Address City State _ Zip Relationship of Claimant to Decedent Probate Fees - Regis ter of Wills - Cumberland County 138.00 5. Accountant's Fees 6. Tax Return Preparer's Fees Cumberland Law Journal - advertise letters The Patriot-News Co. - advertise letters Chuck Bricker - household goods appraisal Register of Wills - short certificates Register of Wills - file Inv. & Inh. Tax Return Faith A. Nicola, Tax Collector - County/Borough real estate taxes 75.00 88.38 75.00 6.00 25.00 246.24 Sub-total from additional sheet 1,078.95 TOTAL (Also enter on line 9, Recapitulation) $ 10, 4 38 . 5 7 (If more space is needed, insert additional sheets of the same size) SCHEDULE H - CONTINUED Estate of: JOHNSON, JOYCE J. 21-01-00369 13. Faith A. Nicola, Tax Collector - School District- Real Estate Taxes 751.27 14. PAWC - water service 39.73 15. UGI - gas service 94.18 16. Keystone Oil - account balance 18.77 17. Reserve for close-out costs 175.00 Sub-total $1,078.95 REV.1Sl2 EX . (1.97) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDEI~T ESTATE OF JOHNSON, JOYCE J. FILE NUMBER 21-01-00369 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. The Chase Manhattan Bank, N.A. Automobile Loan - Acct. No. 10140311232864 Balance outstanding 737.04 2. Sears - Account No. 03 62180 79129 9 Balance outstanding 1,690.36 3. Central FA Hematology Assocs. Balance not covered by insurance 881.90 5. Sandra N. Spadafore - outstanding loan balance due by decedent Verizon - final telephone charges 2,653.82 87.16 4. TOTAL (Also enter on line 10, Recapitulation) $ 6 , 050 · 28 "(If more space is needed, insert additional sheets of the same size) REV-~513EX.(1-97) .. . , . . , , , COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF NUMBER 1. JOHNSON, JOYCE J. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. Elizabeth M. Gray 242 Walton st., Lemoyne, PA 17043 FILE NUMBER 21-01-0369 RELA TIONSHIP TO DECEDENT Do Not List Trustee(s) Sister Sister Sister Sister AMOUNT OR SHARE OF ESTATE One-fourth tangible personalty and one-fourth residu One - fou'rth tangible personalty and )ne-fourth residu One-fourth tangible personalty and )ne-fourth residu One-fourth tangible personalty and one-fourth residt ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 2. Marilyn J. Keefer R. D. #10, Box 126B Thompsontown, PA 17094 3. Barbara J. Kenes 5531 Lancaster st., Harrisburg, PA 17111 4. Sandra N. Spadafore 115 Mountain View Drive Enola, PA 17025 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART IT. 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". ~ ~ ~ ~ .. s. s. 0 ... ~ ~ 'l g _' _' _. _' ~ 0 :> c: c: c: c: ~ ~ <'> c: - 0 0 0 ~ ~ :> -0 - '" 1111~_8gggg(\)""~~O~~....~~~~OO _' _. _' _' '" ; 3 :> :> :> :> (\) .,.. ~ :> :> (\) (\) - .. -' Ol :> :> 'l'lgg~$(\) 3;$<'>O(\)(\) 2~~~ ~~~~:>~_ (\)(\)~(\)O ..~(\)g oooo~-~ ~~ -0 --~- :>:>:>:> "'''' <~ ~ ~~~- ..' .~~. ". g g;:>$ ..' .'iti~; 5' (\) o(\)Q'" ~ '" (\) _. (\) c: ~ ,. - >o~ :> ~ :>~_o (\)~~ ~ '" $O~~ ~_ (\) -o~(\) -m .. OC:(\)~ ~ _ ~~c~ ~ ~g3~ tl' g -0 '" (t) ~ ~ ~ ,/~ I' ... I /) V \."'~ 'I. - , STATUS REPORT UNDER RULE 6.12 Name of Decedent: He AJ?./ Date of Death: 3- )~. () i Will No. ~ 1- 0 ~ - ,3 ~~ <( ~_ ~t.jl>o # Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes V"" No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the pers9Ral representative file a final account with the Court? Yes ~ No . b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative stat~ an account informally to the parties in interest? Yes j~ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may b~tac. h ;eJd,--r to thfJiS r:~~~~~~ Date: ',fJ/7t'/OY ~ _~w._, I Signature D (j A./ ~ I cJ J. D,4- 1V,4-/ r /l Name (Please type or print) s y. 2~eLAt:!./4Jlf Addres s :5 J"\& 1L'i lJ.-)1 -oS / { 173} i L 7 - 'II t.. I Tel. No. ~~ersonal Representative Rd. JV.~ Capacity: Counsel for personal representative (MAH:rmf/AM3) OZ-2D-ZOD3 06:27am From-DESIGN AND PRODUCTION INCORPORATED 7033390Z96 T-166 P.001/004 F-Bll ...... E. ._r S North Bccchao8 Rd Short Hills. N.J. 07078 Phone: 973-467....161 Much 1. 2002 Mary Lewis R.cciaw of W illll Clerk of0rphu5Coult J CollJthoullC Squan: C.rI~le., PI. 17013 Deat Ms, Lewbi , lID eodosing 2 coJIII:S of1be final aCClCNmin; for the CSIIdC of'MeatI E. CouIsoD. At this point .1111 1$$.8lS hne bLoeII liquidared ud tinBt disDibutiom made 10 aU ~ pIlfSOlm co the provisiona; of the will. . All fwwnJ ~ add arlter o\mllllDdiJtg cIebIs bpe been paid. aDd the fedCIIII and swc 1aX incOIM and inbcrilaa.:e 1:IX returns have ba:n filed tor Mead, die 1nlSl ad tilt ts1II1'I. All l'Clquired tax ~ have been tnIdc Thill mould eompIeIc fhe file and die estate ~n be considered ~~. Sidc<<oly. Dooald E Danner Co-accutor ofdle ~ of MQrJ E. Coulson Gary 1. o...-c CO<XCaIlOr t'ottbe ctIIa~ ot MCIJI E. 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'!is,a '!l.8t:lI''' iilQS\ OlilD~ 3 0.. ~ '!\.,,!A.~ l~'!l.'!l.Si~-~~~..~~~a~g~.~.~~& BB~ ~~~~~~~~....--o.~...~~ 11~~~&n~.~.~~&&i~g~&~a'&~ ~~~~~i%gggg~t~~oii ~g~i;;J'" ~~~ee." .~..O e..o ___S;;J~~ ~u ~ !A.;;J~;;J ggggB"~ *~ - 80.~- ~~~~2':~ g ~ 8~~' \\\ i l ~~j! !,9L ~ _b-a ~ ~ ~~~. ~ g;;Ji~ ~ o~ \ ~ ,.". ~ .~ ~ Cumberland County - Register Of Wills Hanover and High Street Carlislel PA 17013 Phone: (71 7) 240 - 6345 Date: 2/07/2003 GARY L DANNER 14011 FLYING FEATHER COURT GAINESVILLE I VA 20155 RE: Estate of COULSON MEARL File Number: 2001-00368 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after July 11 19921 the personal representative or his counsell within two (2) years of the decedent's deathl shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 3/26/2003 Your prompt attention to this matter will be appreciated. Thank You. SincerelYI DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: ~ File Counsel Judge