-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, VjV9lA/O+Yyd/+oa+Lp/PzancAKucNRJxTmNphc9fyJOjT3VAqCmMbymiva8Xflz b0A7eHT06oQpdvoacZhzXA== 0000907244-97-000092.txt : 19970613 0000907244-97-000092.hdr.sgml : 19970613 ACCESSION NUMBER: 0000907244-97-000092 CONFORMED SUBMISSION TYPE: DEFA14A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 19970612 SROS: NONE FILER: COMPANY DATA: COMPANY CONFORMED NAME: EVERGREEN MUNICIPAL TRUST CENTRAL INDEX KEY: 0000836375 STANDARD INDUSTRIAL CLASSIFICATION: UNKNOWN SIC - 0000 [0000] STATE OF INCORPORATION: NY FISCAL YEAR END: 0831 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-05579 FILM NUMBER: 97623222 BUSINESS ADDRESS: STREET 1: 2500 WESTCHESTER AVE CITY: PURCHASE STATE: NY ZIP: 10577 BUSINESS PHONE: 9146942020 MAIL ADDRESS: STREET 1: 2500 WESTCHESTER AVENUE CITY: PURCHASE STATE: NY ZIP: 10577 DEFA14A 1 EVERGREEN SHORT-INTERMEDIATE MUNICIPAL FUND-CA Personal Solicitation Materials Filed Pursuant to Rule 14a-6(c) under the Securities Exchange Act of 1934 Phone Script for Evergreen Short-Intermediate Municipal Fund-California Good morning/afternoon. My name is ____________ and I am calling on behalf of the Evergreen Short-Intermediate Municipal Fund-California. May I please speak with _____________? I'm calling concerning your recent proxy vote on the proposed reorganization of the Evergreen Short-Intermediate Municipal Fund-California. Recently, you voted against/abstain, in the proposed reorganization of this Fund with the Evergreen Short-Intermediate Municipal Fund. Your recent vote concerns us because we believe that this reorganization will be beneficial to you. Mr./Ms. __________________, are you aware the proposed reorganization would increase your standardized yield from _____ to ______ and lower the annual fund operating expenses from _____ to _____ based on the Funds' standardized yield as of May 31, 1997 and annual operating expenses as of October 31, 1996. Management of the reorganized fund will continue by Steven Shachat. Stability of principal will continue as an objective after the reorganization. Also, Evergreen Short-Intermediate Municipal Fund Class Y is a 4 star rated fund by Morningstar (FOR USE WITH CLASS Y SHAREHOLDERS ONLY). The Fund's Trustees have carefully reviewed the proposed reorganization and believe it is in the best interest of shareholders. The reorganization has been structured as a tax-free transaction for shareholders. Are there any particular issues that concern you or are you now more comfortable with the benefits of the proposed reorganization? Mr./Ms. ____________________ would you like to revise your vote at this time and vote FOR the proposed reorganization of Evergreen Short-Intermediate Municipal Fund-California and Evergreen Short- Intermediate Municipal Fund? IF YES: Thank you, we appreciate your support. We are offering a convenient method of voting your shares by telephone. You will receive written confirmation of your telephone vote by mail. Do you want to register a vote for the meeting by phone? IF YES TO PHONE VOTE: Mr/Ms. ______________, would you hold for one moment while I connect you with the voting center? IF NO TO PHONE VOTE: I would be glad to Federal Express a new proxy card and pre- addressed reply envelope to you. IF NO: Thank you for taking time to discuss the proposed reorganization. You are a valued shareholder and we appreciate the opportunity to do business with you.
Class Short-Intermediate Municipal Fund-CA Short-Intermediate Municipal Fund Annual Operating SEC Yield Tax Annual SEC Yield as Tax Expenses* as of 5/31/97 Equivalent Operating of 5/31/97 Equivalent Yield** Expenses* Yield* Y 1.00% 3.41% 5.45% 0.94% 3.93% 5.70% A- 1.10% 3.34% 5.34% 1.04% 3.87% 5.61% NAV B 2.00% 2.35% 3.76% 1.94% 2.94% 4.26% * Annual Operating Expenses as of 10/31/96 prospectus. ** Tax Equivalent Yield based 31% federal tax bracket and corresponding CA state tax of 9.30%. (CA state tax is only taken into account on the Evergreen Short-Intermediate Municipal Fund-California. For federal tax purposes, the combined federal and state rates reflect the applicable marginal rates for 1997, including indexing for inflation. These rates include the effect of deducting state taxes on your Federal return.)
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