Husband of income beneficiary received trust income for 3 years after the death of the income beneficiary, individual trustee’s law firm received trustee commissions for 8 years after the death of the individual trustee, and corporate trustee received trustee commissions for 7 years after trust terminated; Court surcharges corporate trustee for commissions taken post income beneficiary’s death and for commissions paid to individual trustee’s law firm post individual trustee’s death. Dungan Trust, 4 Fid. Rep. 3d 41 (O.C. Montg. 2013) (Opinion by Murphy, J.)
Individual, living in Lake County, Ohio, was adjudicated incapacitated and then moved to Delaware County, Pennsylvania, where her daughter petitioned the Orphans’ Court for adjudication of incapacity and appointment of a plenary guardian; the Orphans’ Court of Delaware County, applying the newly adopted Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act, held that the court of Lake County, Ohio retained jurisdiction of the guardianship, because it was properly her home state when making its adjudication and no time limit was set for the guardianship. Jean Bocher, In re, 4 Fid. Rep. 3d 44 (O.C. Del. 2013) (Opinion by Kenney, J.)
Widow was equitably estopped from claiming a share of the proceeds of a survival action different from the share claimed by the widow in her petition that was previously approved for settlement of the action and allocation of the proceeds. Neacosia Estate, 4 Fid.Rep.3d 1 (Lehigh Co. O.C. 2013).
HTML Version Copyright 1995-2024 Daniel B. Evans. All rights reserved.
— Short Term Rates for 1999 —
| Month | Annual | Semiann. | Quarterly | Monthly |
|---|---|---|---|---|
| Jan-99 | 4.57% | 4.52% | 4.49% | 4.48% |
| Feb-99 | 4.62% | 4.57% | 4.54% | 4.53% |
| Mar-99 | 4.67% | 4.62% | 4.59% | 4.58% |
| Apr-99 | 4.99% | 4.93% | 4.90% | 4.88% |
| May-99 | 4.90% | 4.84% | 4.81% | 4.79% |
| Jun-99 | 4.98% | 4.92% | 4.89% | 4.87% |
| Jul-99 | 5.32% | 5.25% | 5.22% | 5.19% |
| Aug-99 | 5.43% | 5.36% | 5.32% | 5.30% |
| Sep-99 | 5.42% | 5.35% | 5.31% | 5.29% |
| Oct-99 | 5.54% | 5.47% | 5.43% | 5.41% |
| Nov-99 | 5.57% | 5.49% | 5.45% | 5.43% |
| Dec-99 | 5.74% | 5.66% | 5.62% | 5.59% |
— Mid Term Rates for 1999 —
| Month | Annual | Semiann. | Quarterly | Monthly |
|---|---|---|---|---|
| Jan-99 | 4.64% | 4.59% | 4.56% | 4.55% |
| Feb-99 | 4.71% | 4.66% | 4.63% | 4.62% |
| Mar-99 | 4.83% | 4.77% | 4.74% | 4.72% |
| Apr-99 | 5.28% | 5.21% | 5.18% | 5.15% |
| May-99 | 5.22% | 5.15% | 5.12% | 5.10% |
| Jun-99 | 5.37% | 5.30% | 5.27% | 5.24% |
| Jul-99 | 5.82% | 5.74% | 5.70% | 5.67% |
| Aug-99 | 5.96% | 5.87% | 5.83% | 5.80% |
| Sep-99 | 5.98% | 5.89% | 5.85% | 5.82% |
| Oct-99 | 6.02% | 5.93% | 5.89% | 5.86% |
| Nov-99 | 6.08% | 5.99% | 5.95% | 5.92% |
| Dec-99 | 6.20% | 6.11% | 6.06% | 6.03% |
— Long Term Rates for 1999 —
| Month | Annual | Semiann. | Quarterly | Monthly |
|---|---|---|---|---|
| Jan-99 | 5.21% | 5.14% | 5.11% | 5.09% |
| Feb-99 | 5.24% | 5.17% | 5.14% | 5.12% |
| Mar-99 | 5.30% | 5.23% | 5.20% | 5.17% |
| Apr-99 | 5.67% | 5.59% | 5.55% | 5.53% |
| May-99 | 5.66% | 5.58% | 5.54% | 5.52% |
| Jun-99 | 5.79% | 5.71% | 5.67% | 5.64% |
| Jul-99 | 6.10% | 6.01% | 5.97% | 5.94% |
| Aug-99 | 6.23% | 6.14% | 6.09% | 6.06% |
| Sep-99 | 6.25% | 6.16% | 6.11% | 6.08% |
| Oct-99 | 6.31% | 6.21% | 6.16% | 6.13% |
| Nov-99 | 6.39% | 6.29% | 6.24% | 6.21% |
| Dec-99 | 6.47% | 6.37% | 6.32% | 6.29% |
HTML Version Copyright 1995-2024 Daniel B. Evans. All rights reserved.
— Short Term Rates for 1998 —
| Month | Annual | Semiann. | Quarterly | Monthly |
|---|---|---|---|---|
| Jan-98 | 5.70% | 5.62% | 5.58% | 5.56% |
| Feb-98 | 5.54% | 5.47% | 5.43% | 5.41% |
| Mar-98 | 5.38% | 5.32% | 5.29% | 5.26% |
| Apr-98 | 5.51% | 5.44% | 5.40% | 5.38% |
| May-98 | 5.50% | 5.43% | 5.39% | 5.37% |
| Jun-98 | 5.58% | 5.50% | 5.46% | 5.44% |
| Jul-98 | 5.56% | 5.48% | 5.44% | 5.42% |
| Aug-98 | 5.48% | 5.41% | 5.37% | 5.35% |
| Sep-98 | 5.42% | 5.35% | 5.31% | 5.29% |
| Oct-98 | 5.06% | 5.00% | 4.97% | 4.95% |
| Nov-98 | 4.47% | 4.42% | 4.40% | 4.38% |
| Dec-98 | 4.33% | 4.28% | 4.26% | 4.24% |
— Mid Term Rates for 1998 —
| Month | Annual | Semiann. | Quarterly | Monthly |
|---|---|---|---|---|
| Jan-98 | 5.93% | 5.84% | 5.80% | 5.77% |
| Feb-98 | 5.69% | 5.61% | 5.57% | 5.55% |
| Mar-98 | 5.59% | 5.51% | 5.47% | 5.45% |
| Apr-98 | 5.70% | 5.62% | 5.58% | 5.56% |
| May-98 | 5.69% | 5.61% | 5.57% | 5.55% |
| Jun-98 | 5.77% | 5.69% | 5.65% | 5.62% |
| Jul-98 | 5.68% | 5.60% | 5.56% | 5.54% |
| Aug-98 | 5.57% | 5.49% | 5.45% | 5.43% |
| Sep-98 | 5.54% | 5.47% | 5.43% | 5.41% |
| Oct-98 | 5.12% | 5.06% | 5.03% | 5.01% |
| Nov-98 | 4.51% | 4.46% | 4.44% | 4.42% |
| Dec-98 | 4.52% | 4.47% | 4.45% | 4.43% |
— Long Term Rates for 1998 —
| Month | Annual | Semiann. | Quarterly | Monthly |
|---|---|---|---|---|
| Jan-98 | 6.13% | 6.04% | 6.00% | 5.97% |
| Feb-98 | 5.93% | 5.84% | 5.80% | 5.77% |
| Mar-98 | 5.91% | 5.83% | 5.79% | 5.76% |
| Apr-98 | 5.98% | 5.89% | 5.85% | 5.82% |
| May-98 | 5.94% | 5.85% | 5.81% | 5.78% |
| Jun-98 | 6.02% | 5.93% | 5.89% | 5.86% |
| Jul-98 | 5.88% | 5.80% | 5.76% | 5.73% |
| Aug-98 | 5.72% | 5.64% | 5.60% | 5.57% |
| Sep-98 | 5.74% | 5.66% | 5.62% | 5.59% |
| Oct-98 | 5.46% | 5.39% | 5.35% | 5.33% |
| Nov-98 | 5.10% | 5.04% | 5.01% | 4.99% |
| Dec-98 | 5.25% | 5.18% | 5.15% | 5.12% |
HTML Version Copyright 1995-2024 Daniel B. Evans. All rights reserved.
— Short Term Rates for 1997 —
| Month | Annual | Semiann. | Quarterly | Monthly |
|---|---|---|---|---|
| Jan-97 | 5.63% | 5.55% | 5.51% | 5.49% |
| Feb-97 | 5.81% | 5.73% | 5.69% | 5.66% |
| Mar-97 | 5.83% | 5.75% | 5.71% | 5.68% |
| Apr-97 | 5.91% | 5.83% | 5.79% | 5.76% |
| May-97 | 6.23% | 6.14% | 6.09% | 6.06% |
| Jun-97 | 6.23% | 6.14% | 6.09% | 6.06% |
| Jul-97 | 6.07% | 5.98% | 5.94% | 5.91% |
| Aug-97 | 5.87% | 5.79% | 5.75% | 5.72% |
| Sep-97 | 5.81% | 5.73% | 5.69% | 5.66% |
| Oct-97 | 5.84% | 5.76% | 5.72% | 5.69% |
| Nov-97 | 5.69% | 5.61% | 5.57% | 5.55% |
| Dec-97 | 5.68% | 5.60% | 5.56% | 5.54% |
— Mid Term Rates for 1997 —
| Month | Annual | Semiann. | Quarterly | Monthly |
|---|---|---|---|---|
| Jan-97 | 6.10% | 6.01% | 5.97% | 5.94% |
| Feb-97 | 6.38% | 6.28% | 6.23% | 6.20% |
| Mar-97 | 6.42% | 6.32% | 6.27% | 6.24% |
| Apr-97 | 6.49% | 6.39% | 6.34% | 6.31% |
| May-97 | 6.85% | 6.74% | 6.68% | 6.65% |
| Jun-97 | 6.80% | 6.69% | 6.63% | 6.60% |
| Jul-97 | 6.65% | 6.54% | 6.49% | 6.45% |
| Aug-97 | 6.39% | 6.29% | 6.24% | 6.21% |
| Sep-97 | 6.23% | 6.14% | 6.09% | 6.06% |
| Oct-97 | 6.34% | 6.24% | 6.19% | 6.16% |
| Nov-97 | 6.10% | 6.01% | 5.97% | 5.94% |
| Dec-97 | 6.02% | 5.93% | 5.89% | 5.86% |
— Long Term Rates for 1997 —
| Month | Annual | Semiann. | Quarterly | Monthly |
|---|---|---|---|---|
| Jan-97 | 6.54% | 6.44% | 6.39% | 6.36% |
| Feb-97 | 6.78% | 6.67% | 6.62% | 6.58% |
| Mar-97 | 6.86% | 6.75% | 6.69% | 6.66% |
| Apr-97 | 6.88% | 6.77% | 6.71% | 6.68% |
| May-97 | 7.18% | 7.06% | 7.00% | 6.96% |
| Jun-97 | 7.11% | 6.99% | 6.93% | 6.89% |
| Jul-97 | 6.99% | 6.87% | 6.81% | 6.77% |
| Aug-97 | 6.73% | 6.62% | 6.57% | 6.53% |
| Sep-97 | 6.55% | 6.45% | 6.40% | 6.36% |
| Oct-97 | 6.68% | 6.57% | 6.52% | 6.48% |
| Nov-97 | 6.42% | 6.32% | 6.27% | 6.24% |
| Dec-97 | 6.31% | 6.21% | 6.16% | 6.13% |
HTML Version Copyright 1995-2024 Daniel B. Evans. All rights reserved.
— Short Term Rates for 1996 —
| Month | Annual | Semiann. | Quarterly | Monthly |
|---|---|---|---|---|
| Jan-96 | 5.50% | 5.43% | 5.39% | 5.37% |
| Feb-96 | 5.32% | 5.25% | 5.22% | 5.19% |
| Mar-96 | 5.05% | 4.99% | 4.96% | 4.94% |
| Apr-96 | 5.33% | 5.26% | 5.23% | 5.20% |
| May-96 | 5.76% | 5.68% | 5.64% | 5.61% |
| Jun-96 | 5.88% | 5.80% | 5.76% | 5.73% |
| Jul-96 | 6.04% | 5.95% | 5.91% | 5.88% |
| Aug-96 | 6.15% | 6.06% | 6.01% | 5.98% |
| Sep-96 | 6.02% | 5.93% | 5.89% | 5.86% |
| Oct-96 | 6.07% | 5.98% | 5.94% | 5.91% |
| Nov-96 | 5.96% | 5.87% | 5.83% | 5.80% |
| Dec-96 | 5.75% | 5.67% | 5.63% | 5.60% |
— Mid Term Rates for 1996 —
| Month | Annual | Semiann. | Quarterly | Monthly |
|---|---|---|---|---|
| Jan-96 | 5.73% | 5.65% | 5.61% | 5.58% |
| Feb-96 | 5.61% | 5.53% | 5.49% | 5.47% |
| Mar-96 | 5.45% | 5.38% | 5.34% | 5.32% |
| Apr-96 | 5.88% | 5.80% | 5.76% | 5.73% |
| May-96 | 6.36% | 6.26% | 6.21% | 6.18% |
| Jun-96 | 6.58% | 6.48% | 6.43% | 6.39% |
| Jul-96 | 6.74% | 6.63% | 6.58% | 6.54% |
| Aug-96 | 6.84% | 6.73% | 6.67% | 6.64% |
| Sep-96 | 6.64% | 6.53% | 6.48% | 6.44% |
| Oct-96 | 6.72% | 6.61% | 6.56% | 6.52% |
| Nov-96 | 6.60% | 6.49% | 6.44% | 6.40% |
| Dec-96 | 6.31% | 6.21% | 6.16% | 6.13% |
— Long Term Rates for 1996 —
| Month | Annual | Semiann. | Quarterly | Monthly |
|---|---|---|---|---|
| Jan-96 | 6.19% | 6.10% | 6.05% | 6.02% |
| Feb-96 | 6.09% | 6.00% | 5.96% | 5.93% |
| Mar-96 | 6.07% | 5.98% | 5.94% | 5.91% |
| Apr-96 | 6.51% | 6.41% | 6.36% | 6.33% |
| May-96 | 6.83% | 6.72% | 6.66% | 6.63% |
| Jun-96 | 7.04% | 6.92% | 9.69% | 6.82% |
| Jul-96 | 7.12% | 7.00% | 6.94% | 6.90% |
| Aug-96 | 7.21% | 7.08% | 7.02% | 6.98% |
| Sep-96 | 7.03% | 6.91% | 6.85% | 6.81% |
| Oct-96 | 7.13% | 7.01% | 6.95% | 6.91% |
| Nov-96 | 7.02% | 6.90% | 6.84% | 6.80% |
| Dec-96 | 6.77% | 6.66% | 6.61% | 6.57% |
HTML Version Copyright 1995-2024 Daniel B. Evans. All rights reserved.
— Short Term Rates for 1995 —
| Month | Annual | Semiann. | Quarterly | Monthly |
|---|---|---|---|---|
| Jan-95 | 7.19% | 7.07% | 7.01% | 6.97% |
| Feb-95 | 7.43% | 7.30% | 7.23% | 7.19% |
| Mar-95 | 7.19% | 7.07% | 7.01% | 6.97% |
| Apr-95 | 6.80% | 6.69% | 6.63% | 6.60% |
| May-95 | 6.62% | 6.51% | 6.46% | 6.42% |
| Jun-95 | 6.37% | 6.27% | 6.22% | 6.19% |
| Jul-95 | 5.97% | 5.88% | 5.84% | 5.81% |
| Aug-95 | 5.73% | 5.65% | 5.61% | 5.58% |
| Sep-95 | 5.91% | 5.83% | 5.79% | 5.76% |
| Oct-95 | 5.90% | 5.82% | 5.78% | 5.75% |
| Nov-95 | 5.79% | 5.71% | 5.67% | 5.64% |
| Dec-95 | 5.65% | 5.57% | 5.53% | 5.51% |
— Mid Term Rates for 1995 —
| Month | Annual | Semiann. | Quarterly | Monthly |
|---|---|---|---|---|
| Jan-95 | 7.92% | 7.77% | 7.70% | 7.65% |
| Feb-95 | 7.96% | 7.81% | 7.74% | 7.69% |
| Mar-95 | 7.75% | 7.61% | 7.54% | 7.49% |
| Apr-95 | 7.34% | 7.21% | 7.15% | 7.10% |
| May-95 | 7.12% | 7.00% | 6.94% | 6.90% |
| Jun-95 | 6.83% | 6.72% | 6.66% | 6.63% |
| Jul-95 | 6.28% | 6.18% | 6.13% | 6.10% |
| Aug-95 | 6.04% | 5.95% | 5.91% | 5.88% |
| Sep-95 | 6.38% | 6.28% | 6.23% | 6.20% |
| Oct-95 | 6.31% | 6.21% | 6.16% | 6.13% |
| Nov-95 | 6.11% | 6.02% | 5.98% | 5.95% |
| Dec-95 | 5.91% | 5.83% | 5.79% | 5.76% |
— Long Term Rates for 1995 —
| Month | Annual | Semiann. | Quarterly | Monthly |
|---|---|---|---|---|
| Jan-95 | 8.17% | 8.01% | 7.93% | 7.88% |
| Feb-95 | 8.07% | 7.91% | 7.83% | 7.78% |
| Mar-95 | 7.93% | 7.78% | 7.71% | 7.66% |
| Apr-95 | 7.67% | 7.53% | 7.46% | 7.41% |
| May-95 | 7.52% | 7.38% | 7.31% | 7.27% |
| Jun-95 | 7.31% | 7.18% | 7.12% | 7.07% |
| Jul-95 | 6.76% | 6.65% | 6.60% | 6.56% |
| Aug-95 | 6.56% | 6.46% | 6.41% | 6.37% |
| Sep-95 | 6.91% | 6.79% | 6.73% | 6.70% |
| Oct-95 | 6.77% | 6.66% | 6.61% | 6.57% |
| Nov-95 | 6.55% | 6.45% | 6.40% | 6.36% |
| Dec-95 | 6.36% | 6.26% | 6.21% | 6.18% |
HTML Version Copyright 1995-2024 Daniel B. Evans. All rights reserved.
— Short Term Rates for 1994 —
| Month | Annual | Semiann. | Quarterly | Monthly |
|---|---|---|---|---|
| Jan-94 | 3.98% | 3.94% | 3.92% | 3.91% |
| Feb-94 | 3.96% | 3.92% | 3.90% | 3.89% |
| Mar-94 | 4.01% | 3.97% | 3.95% | 3.94% |
| Apr-94 | 4.51% | 4.46% | 4.44% | 4.42% |
| May-94 | 4.94% | 4.88% | 4.85% | 4.83% |
| Jun-94 | 5.56% | 5.48% | 5.44% | 5.42% |
| Jul-94 | 5.63% | 5.55% | 5.51% | 5.49% |
| Aug-94 | 5.80% | 5.72% | 5.68% | 5.65% |
| Sep-94 | 5.86% | 5.78% | 5.74% | 5.71% |
| Oct-94 | 6.00% | 5.91% | 5.87% | 5.84% |
| Nov-94 | 6.34% | 6.24% | 6.19% | 6.16% |
| Dec-94 | 6.66% | 6.55% | 6.50% | 6.46% |
— Mid Term Rates for 1994 —
| Month | Annual | Semiann. | Quarterly | Monthly |
|---|---|---|---|---|
| Jan-94 | 5.32% | 5.25% | 5.22% | 5.19% |
| Feb-94 | 5.34% | 5.27% | 5.24% | 5.21% |
| Mar-94 | 5.36% | 5.29% | 5.26% | 5.23% |
| Apr-94 | 5.88% | 5.80% | 5.76% | 5.73% |
| May-94 | 6.43% | 6.33% | 6.28% | 6.25% |
| Jun-94 | 6.92% | 6.80% | 6.74% | 6.71% |
| Jul-94 | 6.83% | 6.72% | 6.66% | 6.63% |
| Aug-94 | 7.05% | 6.93% | 6.87% | 6.83% |
| Sep-94 | 7.05% | 6.93% | 6.87% | 6.83% |
| Oct-94 | 7.10% | 6.98% | 6.92% | 6.88% |
| Nov-94 | 7.45% | 7.32% | 7.25% | 7.21% |
| Dec-94 | 7.74% | 7.60% | 7.53% | 7.48% |
— Long Term Rates for 1994 —
| Month | Annual | Semiann. | Quarterly | Monthly |
|---|---|---|---|---|
| Jan-94 | 6.30% | 6.20% | 6.15% | 6.12% |
| Feb-94 | 6.33% | 6.23% | 6.18% | 6.15% |
| Mar-94 | 6.35% | 6.25% | 6.20% | 6.17% |
| Apr-94 | 6.75% | 6.64% | 6.59% | 6.55% |
| May-94 | 7.16% | 7.04% | 6.98% | 6.94% |
| Jun-94 | 7.52% | 7.38% | 7.31% | 7.27% |
| Jul-94 | 7.46% | 7.33% | 7.26% | 7.22% |
| Aug-94 | 7.67% | 7.53% | 7.46% | 7.41% |
| Sep-94 | 7.63% | 7.49% | 7.42% | 7.38% |
| Oct-94 | 7.69% | 7.55% | 7.48% | 7.43% |
| Nov-94 | 8.01% | 7.86% | 7.78% | 7.73% |
| Dec-94 | 8.23% | 8.07% | 7.99% | 7.94% |
HTML Version Copyright 1995-2024 Daniel B. Evans. All rights reserved.
— Short Term Rates for 1993 —
| Month | Annual | Semiann. | Quarterly | Monthly |
|---|---|---|---|---|
| Jan-93 | 4.37% | 4.32% | 4.30% | 4.28% |
| Feb-93 | 4.23% | 4.19% | 4.17% | 4.15% |
| Mar-93 | 3.96% | 3.92% | 3.90% | 3.98% |
| Apr-93 | 3.75% | 3.72% | 3.70% | 3.69% |
| May-93 | 3.72% | 3.69% | 3.67% | 3.66% |
| Jun-93 | 3.62% | 3.59% | 3.57% | 3.56% |
| Jul-93 | 3.95% | 3.91% | 3.89% | 3.88% |
| Aug-93 | 3.85% | 3.81% | 3.79% | 3.78% |
| Sep-93 | 3.91% | 3.87% | 3.85% | 3.84% |
| Oct-93 | 3.69% | 3.66% | 3.64% | 3.63% |
| Nov-93 | 3.68% | 3.65% | 3.63% | 3.62% |
| Dec-93 | 3.83% | 3.79% | 3.77% | 3.76% |
— Mid Term Rates for 1993 —
| Month | Annual | Semiann. | Quarterly | Monthly |
|---|---|---|---|---|
| Jan-93 | 6.34% | 6.24% | 6.19% | 6.16% |
| Feb-93 | 6.22% | 6.13% | 6.08% | 6.05% |
| Mar-93 | 5.88% | 5.80% | 5.76% | 5.73% |
| Apr-93 | 5.45% | 5.38% | 5.34% | 5.32% |
| May-93 | 5.46% | 5.39% | 5.35% | 5.33% |
| Jun-93 | 5.33% | 5.26% | 5.23% | 5.20% |
| Jul-93 | 5.54% | 5.47% | 5.43% | 5.41% |
| Aug-93 | 5.32% | 5.25% | 5.22% | 5.19% |
| Sep-93 | 5.35% | 5.28% | 5.25% | 5.22% |
| Oct-93 | 5.00% | 4.94% | 4.91% | 4.89% |
| Nov-93 | 4.92% | 4.86% | 4.83% | 4.81% |
| Dec-93 | 5.07% | 5.01% | 4.98% | 4.96% |
— Long Term Rates for 1993 —
| Month | Annual | Semiann. | Quarterly | Monthly |
|---|---|---|---|---|
| Jan-93 | 7.30% | 7.17% | 7.11% | 7.07% |
| Feb-93 | 7.16% | 7.04% | 6.98% | 6.94% |
| Mar-93 | 6.95% | 6.83% | 6.77% | 6.73% |
| Apr-93 | 6.52% | 6.42% | 6.37% | 6.34% |
| May-93 | 6.53% | 6.43% | 6.38% | 6.35% |
| Jun-93 | 6.47% | 6.37% | 6.32% | 6.29% |
| Jul-93 | 6.61% | 6.50% | 6.45% | 6.41% |
| Aug-93 | 6.36% | 6.26% | 6.21% | 6.18% |
| Sep-93 | 6.28% | 6.18% | 6.13% | 6.10% |
| Oct-93 | 5.84% | 5.76% | 5.72% | 5.69% |
| Nov-93 | 5.84% | 5.76% | 5.72% | 5.69% |
| Dec-93 | 6.06% | 5.97% | 5.93% | 5.90% |