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.
<TABLE>
<CAPTION>
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*
<S> <C> <C> <C> <C> <C> <C>
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.)
</TABLE>
