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Franklin Financial Services Corporation

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Employees 306
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FY2013 Annual Report · Franklin Financial Services Corporation
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2013 Annual Report

W OF CONTENTS

A MESSAGE TO OUR SHAREHOLDERS   .  .  .  .  .  .  .  .  .  .  . 1

SUMMARY OF SELECTED FINANCIAL DATA  .  .  .  .  . 21

F&M TRUST SENIOR MANAGEMENT TEAM  .  .  .  .  . 16

FFSC DIRECTORS AND OFFICERS  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 22

F&M TRUST OFFICERS  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  .  . 17

FFSC SHAREHOLDERS’ INFORMATION  .  .  .  .  .  .  .  .  .  . 23

CONSOLIDATED FINANCIAL HIGHLIGHTS  .  .  .  .  .  .  . 20

F&M TRUST COMMUNITY OFFICE LOCATIONS  .  . 24

01

A Message to Our Shareholders

William E. Snell, Jr. /President and Chief Executive Officer

Dear Shareholders,

Franklin Financial reported earnings of $6,232,000 in 2013, representing a 16.2% increase 

over our 2012 earnings of $5,365,000. Diluted earnings per share increased from $1.32 per 

share in 2012 to $1.51 per share in 2013.

As a shareholder, you received cash dividends of $0.68 per share in 2013, compared with 

$0.78 per share in 2012. This decrease resulted from our decision to reduce the dividend 

from $0.27 per share to $0.17 per share in the second quarter of 2012 in order to avoid the 

need to raise substantial additional capital, thereby significantly diluting our shareholders. 

This action, coupled with investments from existing and new shareholders, through our 

enhanced Dividend Reinvestment and Stock Purchase Plan, has been successful in boosting 

our capital ratios. Our current dividend payout represents a 4% return based upon the clos-

ing price of Franklin Financial Stock at December 31, 2013. Our dividend payout remains in 

the upper end of our peer banking group range.

Franklin Financial reported earnings  
of $6,232,000 in 2013, representing a  
16.2% increase.

The market value of a share of Franklin Financial stock rebounded from a closing price of 

$14.00 at December 31, 2012 to $17.10 at December 31, 2013.

Our Tax Equivalent Net Interest Income in 2013 declined by $675,000 or 2%, reflecting weak 

loan demand, intense competition for quality loans, as well as the Federal Reserve’s con-

tinuing initiative to keep interest rates low in order to stimulate the economy. Non-Interest 

Income increased by $426,000 or 4.5%, reflecting a solid 8.4% increase in Investment and 

Trust Services Fee Income as well as a 56% reduction in write-downs on Other Real Estate 

Owned (OREO).

02

Our Dividend Yield remains in the upper end of 
our peer banking group range.

Non-Interest Expense increased by $493,000 or 

year of a decline in Net Charge-Offs. Our Net 

1.6% in 2013 as we held salary and benefit 

Charge-Off ratio improved to .49% in 2013 as 

expenses flat while FDIC Insurance Premiums 

compared to .60% in 2012. At year end, our 

declined by $114,000.

Allowance for Loan Losses as a percentage  

of Total Loans stood at 1.34%.

In the fourth quarter of 2013, we recorded a 

nonrecurring expense of $667,000 for a deferred 

Non-Accruing Loans totaled $24,643,000 at 

compensation plan assumed in our acquisition 

year-end 2013, representing a 32% decline from 

of Fulton Bancshares Corporation in 2006. At 

the $36,394,000 total at year-end 2012. We con-

the time of the acquisition, information provided 

tinue to work diligently to exit our problem 

by the FDIC indicated that this payout was con-

credits and are optimistic that we will continue 

sidered a non-permissible “golden parachute” 

to make significant progress in 2014.

payment and; therefore, not accrued in prior 

years. The FDIC’s ruling was challenged by the 

Franklin Financial’s Total Assets declined from 

beneficiary of the deferred compensation plan 

$1,027,363,000 at year-end 2012 to $984,587,000 

and, more than seven years later, the FDIC 

at December 31, 2013, as we opted to let higher 

reversed its decision, thereby permitting the 

cost deposits roll off in light of sluggish loan 

payment…which resulted in our decision to  

demand. Net loans outstanding declined by 4% 

fully accrue this liability in the fourth quarter. 

on a year-over-year basis while average loan 

Obviously, our Net Income increase in 2013 

outstandings decreased by 3.5%.

would have been significantly higher without  

this reversal in the FDIC’s position.

Commercial Loan demand was spotty and, cou-

Our Provision for Loan Losses decreased 44% 

average outstandings in the commercial portfo-

from $5,225,000 in 2012 to $2,920,000 as Net 

lio declined by $34,343,000 or 5.5%. Average 

Charge-Offs decreased from $4.6 million to $3.6 

consumer loan outstandings decreased by 12% 

million. This marked the second consecutive 

to $69,608,000 as consumers continued to be 

pled with the exit of several problem loans, 

03

Financial Highlights

Total Assets
As dollars in millions

Net Loans
As dollars in millions

Total Deposits and Repos
As dollars in millions

9
7
9

2
5
9

0
9
9

7
2
0
,
1

5
8
9

1
3
7

0
4
7

7
5
7

3
4
7

4
1
7

7
1
9

0
7
8

1
4
8

4
9
7

5
8
7

2009

2010

2011

2012

2013

2009

2010

2011

2012

2013

2009

2010

2011

2012

2013

Net Income
As dollars in millions

Regular Cash Dividends Paid
As dollars per share

2
1
6
.
7

5
8
5
.
6

9
6
5
.
6

2
3
2
.
5 6
6
3
.
5

8
0
.
1

8
0
.
1

8
0
.
1

8
7
.
0

8
6
.
0

ROA/ROE
As percentage values

ROE

Tangible ROE

9
7
.
0
1

9
6
.
8

7
2
.
1
1

4
3
.
9

5.5

0
3
.
9

8
6
.
7

8
6
.
7

2
2
7
7
.
.
6
6

1.5

4
1
.
7

0
0
.
6

4
7
.
0

9
6
.
0

2
8
.
0

8
7
.
0

0
7
.
0

6
6
.
0

4
6
.
0

1
6
.
0

5
5
.
0

1
5
.
0

2009

2010

2011

2012

2013

2009

2010

2011

2012

2013

2009

2010

2011

2012

2013

Tangible ROA

ROA

04

hesitant to add debt and focused on increasing 

grew by 10.4% to $574,700,000 at December 31, 

liquidity. Average residential mortgage loan  

2013, reflecting the addition of new client rela-

outstandings increased by 29% as we retained 

tionships and higher market valuations. Assets 

more originations in the portfolio.

Under Management as reported do not include 

approximately $130,000,000 in assets held at 

Total Deposits and Repurchase Agreements as 

third party brokers at year-end. Investment and 

measured at December 31, 2013 decreased by 

Trust Service fee income, including revenue 

5.1% while average Deposits and Repurchase 

generated through our brokerage offerings, 

Agreements increased by 1.9%. Average Core 

increased 8.4% to $4,429,000 in 2013.

Deposits (i.e. checking, savings, and interest-

bearing checking) increased by $60,310,000  

Our financial condition remains strong as evi-

or 20.9%. Average balances in our Money 

denced by a Total Risk Based Capital Ratio of 

Management Account product increased by 

14.24% and a Leverage Capital Ratio of 9.14%. 

$20,750,000 or 5.7%.

These ratios remain above the levels that fed-

eral regulators require for an institution to be 

The market value of Assets Under Management by 

considered “well-capitalized.” Franklin Financial’s 

our Investment and Trust Services Department  

Tangible Common Equity Ratio also improved 

from 8.01% to 8.79% at year-end 2013.

Shareholder services team: Lee Ann Novak, Joyce Riley, Cathy Angle

05

AVERAGE CORE DEPOSITS INCREASED BY 
OVER $60 MILLION OR 20.9%

During 2013, we made two significant additions 

experience to F&M Trust, most recently having 

to our Management Group. Jane Tompkins 

served as President of the Capital Region of 

joined us in May as Senior Vice President and 

Susquehanna Bank where he had responsibility 

Risk Management Officer. Jane has an extensive 

for all commercial banking and retail operations 

background in commercial lending and credit 

in a region that included 13 branches.

management during her 39 years in banking. As 

Risk Management Officer, she is responsible for 

At F&M Trust, Steve is responsible for managing 

ensuring that we maintain adequate policies to 

our Commercial Services Department, including 

control credit, operational, compliance and other 

cash management, merchant services, commercial 

risks. Her duties also include managing our 

lending, and the credit department. We are 

enterprise risk management program, ensuring 

delighted to have both Jane and Steve aboard.

the overall quality of the Bank’s loss portfolio 

and acting as a liaison with our internal audit 

We continued to enhance banking convenience 

and loan review firms.

for our customers through advancements in 

technology throughout 2013. In March, we intro-

Steve Butz joined us in November as Senior Vice 

duced Online Account Creation, giving custom-

President and Commercial Services Market 

ers the ability to open accounts online. We 

Manager. Steve brings almost 30 years of 

added Mobile Xpress Deposit in July, enabling 

06

INVESTMENT & TRUST SERVICES FEE INCOME 
INCREASED 8.4% IN 2013

retail customers to deposit checks from home, 

advisor and wealth management platforms are 

work, or nearly anywhere, simply by taking a 

key components in our strategy of deepening 

photo of the items with their smart phone and 

customer relationships by creating customized 

electronically presenting them for deposit. 

financial plans to enable customers to meet 

Mobile Xpress Deposit for Small Businesses 

their defined goals.

was added in December. We also provided 

 customers with the ability to create their own 

We also embarked on a comprehensive study of 

customized Freedom Cards (MasterCard Debit 

our current community offices network as well 

Card) by selecting an image from their PC, 

as “self-service” delivery channels, including 

Facebook, Twitter, Flicker, or Picasa, customize 

ATMs, Mobile Banking and Internet Banking, 

the image, and create the card.

with the objective of increasing market penetra-

tion and profitability. This initiative will result in 

In September, our Investment and Trust Services 

a five-year plan for the development of new or 

Department converted its non-trust brokerage 

transformed community offices, more fully inte-

to Cetera Investment Services, LLC and is now 

grated with our “self-service” delivery channels, 

operating under the private label of “F&M 

incorporating measurable financial objectives. 

Investment Services.” Cetera Investment 

We may also conclude that certain offices may 

Services, LLC provides customized investment 

not have the potential to achieve the desired 

and insurance solutions solely to financial insti-

level of profitability…one example was our 

tutions. The key factors in the selection of our 

Hanover Street Office, which we closed in 

new broker dealer was Cetera’s self-clearing 

January of this year.

status and its innovative technology. Cetera’s 

07

During 2014, we will be upgrading our PCs  

January and has been working with Cathy to 

and servers with a more current version of the 

ensure a smooth transition in this position.

Microsoft Operating System, as well as our doc-

ument imaging system. We also plan to upgrade 

We anticipate that 2014 will be yet another chal-

our Business Remote Deposit Capture system 

lenging year for financial institutions with a  

and offer loan billing statements online by 

continuation of the low interest rate environ-

mid-year.

ment, soft loan demand and additional regula-

tions for financial institutions. Your continued 

Finally, I’d like to recognize and thank Cathy Angle, 

support as Franklin Financial shareholders is 

who will be retiring in May after 11 years of ser-

very much appreciated.

vice as Corporate Secretary of Franklin Financial 

and F&M Trust, as well as my Executive 

Sincerely,

Assistant, for her professionalism, dedication, 

and many contributions. It has been my plea-

sure to work with Cathy and she will be missed. 

William E. Snell, Jr. 

I am delighted that Lee Ann Novak joined us in  

President & CEO

08

Zoe’s Chocolates
Waynesboro

In 2007, siblings Zoë, Petros and Pantelis 

Today, Zoë’s Chocolate Co. serves more than 

Tsoukatos established Zoë’s Chocolate Co.  

100 retailers nationally. The company’s superior 

to begin a third generation of passionate choco-

quality has earned it the honor of providing 

latiers. What started in the early 1900s with 

chocolates for the 2013 Oscars, 2013 White 

Zoë’s Great Aunt Mary and Uncle Jim who left 

House Correspondents’ Dinner, and 2011  

Greece and started a pushcart confectionery 

Emmy Awards.

business, evolved into a permanent storefront  

in Waynesboro, with Zoe’s grandfather Petros  

With a nicely growing business, the Tsoukatoses 

joining them. George Tsoukatos came to visit 

look to Natasha Koons—Waynesboro Community 

America, fell in love with Petros’ daughter, and 

Office manager and her staff for responsive  

joined the business—becoming a master choco-

service and fast, local answers.

latier and father of three children who now run 

the business. 

Zoë, Petros and Pantelis Tsoukatos of Zoë’s Chocolates with Natasha Koons

09

The Butcher Shoppe
Chambersburg

The Butcher Shoppe in Chambersburg evolved 

The Butcher Shoppe and its attached Big  

from “Kennie’s Market,” a 1957 partnership 

Oak Cafe offer “market style” customer shop-

between Kenneth Foust and Glenn Koons. In 

ping and dining experiences. The Keaths like  

1964, it was renamed Scotland Road Market.  

the 100% local attention they get from Shaun 

A second location on Stouffer Avenue opened  

Young—Norland Avenue Office Manager and 

in 1977 and houses the current operation well 

Phil Pantano—Commercial Services Officer to 

known as The Butcher Shoppe. In 2006, Mary 

meet their financial needs for borrowing, cash 

Sue and Frank Keath, Glenn and Lorraine Koons’ 

management, payroll, and more.

daughter and son-in-law purchased the company 

and now run it with their children, Adam, Ann, 

and Kyle.

Shaun Young, Frank Keath of the Butcher Shoppe, and Phil Pantano

10

Thomas E. Brown Auto Body Werks
Mechanicsburg

Since 1960, the Mechanicsburg community has 

Lance’s relationship with Matt Harshbarger—

relied on the Thomas E. Brown Auto Body Werks 

Commercial Services Officer, started when the 

business to provide exceptional body work on cars 

expanding business constructed their new build-

and trucks—no matter the year, make, or model.

ing. Lance noted, “I like Matt and F&M Trust 

Today, second-generation owner Lance Bonsall 

work. They get the job done. I really appreciate 

continues the tradition of superior quality and 

the bank’s commitment to its customers.”

because of their honesty, integrity, and hard 

service—relying on well-trained employees, 

industry-certified technicians, and a 12,000- 

square-foot state-of-the-art workshop.

Lance Bonsall of Thomas E. Brown Auto Body Werks and Matt Harshbarger

11

Cumberland Valley Tree Service
Chambersburg

Cumberland Valley Tree Service and Landscaping 

Franklin counties in Pennsylvania, as well as in 

is a family-owned business that provides land-

Frederick and Washington counties in Maryland.

scaping artistry, holistic plant health care,  

and comprehensive tree care by ISA Certified 

For the past decade, they have been working 

Arborists.

with Ron Froeschle, Vice President—Employee 

Benefits Specialist, and the F&M Trust team  

Established in 1978 by George & Nancy Pogue, 

for retirement planning, business banking and 

Sr., today the company’s day-to-day operations 

lines of credit.  With more than 40 years of 

are run by their son, George Pogue, Jr. and his 

financial experience, Ron helps clients like the 

wife Lisa.  And Cumberland Valley Tree Service 

Pogues with their financial needs and goals.

has branched out into Cumberland, Adams and 

Ron Froeschle with Lisa and George Pogue, Jr, and Kelly Schooley and Cumberland Valley Tree Service

12

Carlisle Evangelical Free Church
Carlisle

Carlisle Evangelical Free Church was established 

When the church was looking to expand two 

in 1985 when a small group of parishioners from 

years ago and needed financing assistance, 

the West Shore saw a need for a local church in 

they chose F&M Trust and moved all of their 

Carlisle. Today, average weekly attendance is 

banking accounts. They liked the competitive-

nearly 1,000 worshipers. Since the church doesn’t 

ness of the bank’s products, its community 

set any geographic boundaries for attending, 

focus, and local decision making process.  And 

people gather from a large surrounding area, 

they find Dave Zimmerman, Vice President—

from Mechanicsburg to near Chambersburg.

Commercial Services, is good to work with 

because he genuinely understand their needs 

Church staff currently includes four pastors, two 

and goals.

directors, and seven part-time support staff.

David Zimmerman and Steve Wilmert, Kristine Barner, and Trevor Steele of Carlisle Evangelical Free Church

13

M&C Lumber
Needmore

In 1988, Mark and Connie Mellott purchased  

Facing the financial challenges that most small 

the Needmore lumber products business from 

business owners deal with on a daily basis—

Mark’s father, starting an impressive 3rd  

operational expenses, payroll, benefits and 

generation of family ownership. Today, M&C 

more, Mark and Connie turned to Don Trego—

Lumber Co. Inc. continues to provide quality 

Small Business Relationship Manager and  

wood products to businesses throughout their 

Gerri Fischer—Warfordsburg Community Office 

multi-state service region.

Manager for personalized service and custom-

ized banking solutions.

Don Trego, Mark and Connie Mellott of M&C Lumber and Gerri Fischer

14

Community Activism 
Ed Bidelspach

F&M Trust employees, like Ed Bidelspach—

County. Safe Harbour operates an emergency 

Ritner Highway Office Manager are active in the 

shelter for families and single females who  

community, serving on a variety of committees 

are in desperate need of a secure place to live 

and board, as well as volunteering at commu-

and an environment to begin getting their lives 

nity events.

under control, temporary and permanent hous-

ing plus other fundamental services.

While it would be simple to write a check for a 

worthy cause, F&M Trust believes that giving 

That’s just one of the many organizations Ed 

something more valuable can produce far greater 

supports. He also provides time and talent to the 

results—time and experience.

Salvation Army, Downtown Carlisle Association, 

First Friday Committee, and others. He also has 

Ed has been an active volunteer with Safe 

been an active volunteer at the United Way Day 

Harbour, Inc.’s Board of Directors for the past 

of Caring, Toys for Tots parade, YMCA fund-raiser, 

five years. As chairman, he offers his time  

and West Pennsboro Fire Company car show.

and professional knowledge to help guide Safe 

Harbour initiatives to provide a continuum of 

It’s another part of what makes F&M Trust a 

housing services for the homeless of Cumberland 

true local, community bank.

15

Borough of Chambersburg
Chambersburg

Established in 1803, the Borough of Chambersburg 

to be at the forefront in meeting important 

offers a variety of services to residents and 

Chesapeake Bay watershed quality standards 

businesses. When it comes to services, it is 

and add capacity to their sewer service network 

very unique among Pennsylvania municipalities. 

to allow for future growth with a waste water 

It is the only municipality in the state to own 

sewer upgrade in 2012. F&M Trust financed the 

both electric and natural gas systems. The 

project to improve and expand the Borough’s 

electric system is the largest municipal elec-

waste water treatment facility, and to make 

tric system in the state—by twice the size— 

improvements to its electrical transmission 

and the Borough is the sole municipality in the 

system.

state that owns and operates electric generat-

ing plants.

After considering all bids, F&M Trust was selected 

as the best overall choice providing superior 

The Borough also has a regional water system, 

bottom-line value, local convenience, and well-

as well as a regional sewer system including a 

designed financial tools. Working with Mike 

wastewater treatment facility. The sewer sys-

Metz, Vice President—Commercial Services, 

tem provides treatment for Borough residents 

Dianne Cornman—Cash Management Specialist, 

and businesses as well as customers of the 

and the bank’s staff, the borough officials have 

Greene, Guilford and Hamilton Sewer Authorities. 

been thrilled with the level of personalized ser-

In addition they provide public works, police, 

vice received from their 100% local banking team.

fire and ambulance, and other services.

For many years they have relied on F&M Trust 

for their banking deposit and cash management 

services. The municipality saw an opportunity 

Mike Metz with officials from the Borough of Chambersburg: Jason Cohen—Director of Finance/Treasurer, 
Darren Brown—Mayor, Jeff Stonehill—Borough Manager/Director of Utilities,  
and Allen Coffman, President of Council

16

Senior Management Team

From left to right:

Mark R. Hollar—Senior Vice President, Chief Financial Officer and Treasurer

Jane B. Tompkins—Senior Vice President, Risk Management Officer

Patricia A. Hanks—Senior Vice President, Retail Services Market Manager

Steven D. Butz—Senior Vice President, Commercial Services Market Manager

William E. Snell, Jr.—President and Chief Executive Officer

Lise M. Shehan, Esq.—Senior Vice President, Investment and Trust Services Manager

Kenneth C. Ditzler—Senior Vice President, Marketing and Corporate Communications Manager

Ronald L. Cekovich—Senior Vice President, Technology Services Manager

Karen K. Carmack, SPHR—Senior Vice President, Human Resources Manager, Affirmative Action and 
HIPAA Privacy Officer

Senior Management Team—from Left to Right: Mark R. Hollar, Jane B. Tompkins, Patricia A. Hanks,  
Steven D. Butz, William E. Snell, Jr., Lise M. Shehan, Esq., Kenneth C. Ditzler, Ronald L. Cekovich,  
Karen K. Carmack, SPHR

17

Officers

Relationship Management 
Division

Maria S. Seabra
Credit Analyst

Commercial Services
Dianne L. Cornman, CTP
Vice President—Cash Management 
Specialist

William D. Feist IV
Vice President

Michael S. Metz
Vice President

Philip A. Pantano
Vice President

Katherine M. Powley
Vice President

David P. Zimmerman
Vice President

Kathleen M. Bloss
Assistant Vice President
Senior Credit Analyst

Mary S. Cordell
Assistant Vice President

Matthew D. Harshbarger
Assistant Vice President

Brian C. Reidell
Assistant Vice President
Merchant Services Specialist

Kelly J. Bricker
Credit Analyst

Jeramy D. Culler
Small Business Credit Analyst

Eric J. Fleming
Credit Department Manager

Jennifer D. Kaiser
Commercial Services Support 
Specialist

Danielle J. Meredith
Credit Analyst

Retail Services
L. Kay Estep
Assistant Vice President
GO Club Coordinator

Chambersburg Market Offices:
Lincoln Way East Office

Lisa A. Hogue
Financial Services Officer and Manager

Tina M. Bricker
Assistant Financial Services Officer 
and Assistant Manager

Memorial Square Office

Philadelphia Avenue Office

Eric L. Alleman
Financial Services Officer and 
Manager

Norland Avenue Office

Shaun M. Young
Assistant Vice President and Manager

St. Thomas Office

Dana L. Kaiser
Financial Services Officer and 
Manager

West Side Office

N. Joy Weller
Vice President and Manager

Southern Franklin County 
Market Offices:
Renee L. Preso
Assistant Vice President
Southern Franklin County Market 
Manager

Summer Franzoni
Assistant Vice President and Manager

Lynn A. Waite
Assistant Vice President

Kimberly S. McKenrick
Assistant Vice President

Michele A. Williams
Assistant Financial Services Officer 
and Assistant Manager

Orchard Park Office

Antonia L. Diffenderfer
Assistant Vice President and Manager

Penn Hall and Menno Village Offices

Barbara A. Seylar
Financial Services Officer and 
Manager

Greencastle Office

Kimberly M. Smith
Financial Services Officer and 
Manager

Marion Office

Vicky L. Carson
Assistant Financial Services Officer 
and Assistant Manager

Mont Alto Office

Sarah S. Stansfield
Financial Services Officer and 
Manager

Don Trego, Mark and Connie Mellott of M&C Lumber and Gerri Fischer

18

OFFICERS

Waynesboro Office

Natasha J. Koons
Financial Services Officer and 
Manager

Chastity L. Wantz
Assistant Financial Services Officer 
and Assistant Manager

Cumberland County  
Market Offices:
Robert D. Weed
Vice President
Cumberland County Market Manager

Christopher J. Fitting
Small Business Relationship Manager

Boiling Springs Office

Kevin M. Stoner
Financial Services Officer and 
Manager

Carlisle Crossing Office

David R. Winters
Assistant Vice President and Manager

Mechanicsburg Office

Cydnie Kelly
Financial Services Officer and 
Manager

Newville Office

Ellen L. Ile
Financial Services Officer and 
Manager

Ritner Highway Office

I. Edward Bidelspach
Assistant Vice President and Manager

Shippensburg Office

Barbara A. Hoover
Financial Services Officer and 
Manager

Fulton & Huntingdon County 
Market Offices:
Joyce E. Ritchey
Vice President
Fulton & Huntingdon County  
Market Manager

Investment & Trust Services
Marissa Pinto Burt
Investment & Trust Services Market 
Manager

Warren M. Hurt
Vice President
Senior Investment Portfolio Manager

David Y. Luo, CFA
Investment Portfolio Manager

Donald L. Trego
Assistant Vice President
Small Business Relationship Manager

Carole L. Crist
Vice President
Investment & Trust Services

Hustontown Office

Bertha A. Peffer
Financial Services Officer and 
Manager

McConnellsburg Office

Mary E. Wright
Financial Services Officer and 
Manager

Warfordsburg Office

Geraldine A. Fischer
Financial Services Officer and 
Manager

Consumer Lending Services
Kristen G. Appleby
Consumer Lending Manager

Mark E. Bitting
Mortgage Production Manager

Ronald R. Froeschle, QPA, QKA
Vice President
Employee Benefits Officer

David C. Gority
Vice President
Investment & Trust Services

James P. Probst
Vice President
Investment & Trust Services

Diana L. Sponseller, CISP
Vice President
Investment & Trust Services

Dennis L. Wilson, CTFA
Vice President
Investment & Trust Services

Matthew T. Brennan
Assistant Vice President
Investment & Trust Services

19

OFFICERS

Avis M. Graham, CFP®, RFC, CASL
Assistant Vice President
Investment & Trust Services

Human Resources
Levi L. Crouse
Human Resources Officer

Andrew M. Otto
Investment & Trust Services
Relationship Manager

Matthew W. Berger
Investment & Trust Services
Assistant Relationship Manager

Heather C. Hershey
Estate Administration Officer

Robin L. Murray
Trust Operations Manager

Marketing
Samantha J. Burke
Marketing Officer

Melissa D. Miller
Marketing Officer

Facilities
Barry L. Shetter
Assistant Vice President
Facilities Manager

Finance & Control
Kim A. Brant
Asset-Liability Analyst

Amy B. Herrold
Controller

Christina L. Yoder
Training & Development Officer

Corporate
Catherine C. Angle
Corporate Secretary

Lee Ann Novak
Corporate Secretary

Joyce A. Riley
Assistant Corporate Secretary

Risk Management Division
Olaf R. Hasse
Vice President
Loan Portfolio Risk  
Management Officer

Eric M. Follin
Documentation Review Officer

Matthew R. Shank
Assistant Documentation Review Officer

Janet E. Stamper
Assistant Documentation Review Officer

Compliance
Lorie M. Heckman, CRCM
Vice President

Rainbow D. Hopkins
Security Officer

Mary F. Cramer
Bank Secrecy Act and OFAC Analyst

David W. Smith
Bank Secrecy Act and OFAC Analyst

Sheryl R. Snider
Assistant Compliance Officer

Credit Administration
William A. Pryor
Vice President
Credit Recovery Manager

Robert K. Day
Commercial Credit Recovery Officer

Steven R. Gormont
Credit Recovery Officer

Technology Services Division
Matthew C. Clark
Assistant Vice President
Technology Services Officer

Pamela A. Johns
Assistant Vice President
Loan Servicing Manager

Patricia R. Ganoe
Deposit Operations Manager

Joshua S. Davis
Assistant Technology Services Manager

Carol L. Morris
Assistant Loan Servicing Manager

Stacey A. Stenger
Data Operations Manager

20

2013 CONSOLIDATED FINANCIAL HIGHLIGHTS

(dollars in thousands, except per share)
Performance Measurements

Net income

  Return on average assets

  Return on average equity

  Return on average tangible assets(1)

  Return on average tangible equity(1)

  Efficiency ratio(2)

  Net interest margin

  Current dividend yield

  Dividend payout ratio

Shareholders’ Value (per common share)

  Diluted earnings per share

  Basic earnings per share

  Regular cash dividends paid

  Book value

  Tangible book value(3)

  Market value

  Market value/book value ratio

  Price/earnings multiple

Balance Sheet Highlights

Total assets

Investment securities

Loans, net

Deposits and customer repurchase agreements

Shareholders’ equity

Safety and Soundness

Risk-based capital ratio (Total)

  Leverage ratio (Tier 1)

Common equity ratio

Tangible common equity ratio(4)

  Nonperforming loans/gross loans

  Nonperforming assets/total assets

  Allowance for loan losses as a % of loans

  Net charge-offs/average loans

  Average equity to average asset ratio
Trust assets under management (fair value)

2013

2012

% increase 
(decrease)

$ 6,232

$

5,365

16

0.61%

6.72%

0.64%

7.86%

72.01%

3.47%

3.98%%

45.09%

1.51

1.51

0.68

22.88

20.55

17.10

72.01%

11.32

$ 

0.51%

6.00%

0.55%

7.14%

70.44%

3.50%

4.86%

59.09%

1.32

1.32

0.78

22.31

19.84

14.00

62.75%

10.61

$ 

$984,587

$1,027,363

159,674

713,711

869,558

95,388

133,328

743,200

916,649

91,634

14.24%

12.60%

9.14%

9.69%

8.79%

3.49%

3.04%

1.34%

0.49%

9.01%

8.29%

8.92%

8.01%

4.90%

4.10%

1.38%

0.60%

8.60%

14

14

(13)

3

4

22

(4)

20

(4)

(5)

4

$ 574,680

$  520,434

10

(1) Excludes goodwill, intangibles and intangible amortization expense, net of tax
(2) Noninterest expense/tax equivalent net interest income plus noninterest income less net securities gains
(3) Total shareholders’ equity less goodwill and intangibles/shares outstanding

(4) Total shareholders’ equity less goodwill and intangibles/total assets less goodwill and intangibles

21

SUMMARY OF SELECTED FINANCIAL DATA 

(Dollars in thousands, except per share)
Summary of Operations
Interest income
Interest expense
  Net interest income
Provision for loan losses
  Net interest income after provision for loan losses
Noninterest income
Noninterest expense
Income before income taxes
Income tax
  Net income
Performance Measurements
Return on average assets
Return on average equity
Return on average tangible assets(1)
Return on average tangible equity(1)
Efficiency ratio(2)
Net interest margin
Current dividend yield
Dividend payout ratio
Shareholders’ Value (per common share)
Diluted earnings per share
Basic earnings per share
Regular cash dividends paid
Book value
Tangible book value(3)
Market value
Market value/book value ratio
Price/earnings multiple
Balance Sheet Highlights
Total assets
Investment securities
Loans, net
Deposits and customer repurchase agreements
Shareholders’ equity
Safety and Soundness
Risk-based capital ratio (Total)
Leverage ratio (Tier 1)
Common equity ratio
Tangible common equity ratio(4)
Nonperforming loans/gross loans
Nonperforming assets/total assets
Allowance for loan losses as a % of loans
Net charge-offs/average loans
Average equity to average asset ratio
Trust assets under management 

For the Year Ended December 31

2013

2012

2011

2010

2009

$  36,042
4,378
31,664
2,920
28,744
9,877
31,094
7,527
1,295
$  6,232

0.61%
6.72%
0.64%
7.86%
72.01%
3.47%
3.98%
45.09%

1.51
1.51
0.68
22.88
20.55
17.10
74.74%
11.32

$ 

$ 

$ 

$ 

39,142
6,890
32,252
5,225
27,027
9,451
30,601
5,877
512
5,365

0.51%
6.00%
0.55%
7.14%
70.44%
3.50%
4.86%
59.09%

1.32
1.32
0.78
22.31
19.84
14.00
62.75%
10.61

$  41,791
9,154
32,637
7,524
25,113
10,200
28,333
6,980
411
$  6,569

0.66%
7.68%
0.70%
9.30%
63.46%
3.73%
8.74%
65.05%

1.66
1.66
1.08
21.67
19.44
12.35
56.99%
7.44

$ 

$  43,284
12,443
30,841
3,235
27,606
9,366
26,423
10,549
2,937
$  7,612

0.78%
9.34%
0.82%
11.27%
63.43%
3.53%
5.92%
55.10%

1.96
1.96
1.08
21.09
18.38
18.25
86.53%
9.31

$ 

$  43,757
14,674
29,083
3,438
25,645
8,880
25,929
8,596
2,011
$  6,585

0.69%
8.69%
0.74%
10.79%
65.35%
3.44%
6.61%
62.95%

1.71
1.71
1.08
20.39
17.43
16.33
80.09%
9.55

$ 

$984,587
159,674
713,711
869,558
95,388

$1,027,363
133,328
743,200
916,649
91,634

$ 990,248
125,301
756,687
841,089
87,182

$ 951,889
117,616
739,841
785,495
82,639

$ 979,373
143,288
730,626
794,220
78,766

14.24%
9.14%
9.69%
8.79%
3.49%
3.04%
1.34%
0.49%
9.01%

12.60%
8.29%
8.92%
8.01%
4.90%
4.10%
1.38%
0.60%
8.60%

12.14%
8.40%
8.80%
7.82%
2.94%
2.60%
1.27%
0.86%
8.63%

11.73%
8.16%
8.68%
7.61%
3.68%
2.96%
1.18%
0.45%
8.36%

10.89%
7.50%
8.04%
6.94%
2.47%
1.93%
1.21%
0.26%
7.98%

(fair value)

$574,680

$  520,434

$ 481,536

$ 490,420

$ 460,233

(1) Excludes goodwill, intangibles and intangible amortization expense, net of tax
(2) Noninterest expense/tax equivalent net interest income plus noninterest income less net securities gains
(3) Total shareholders’ equity less goodwill and intangibles/shares outstanding

(4) Total shareholders’ equity less goodwill and intangibles/total assets less goodwill and intangibles

 
22

Directors and Officers

FFSC Board of Directors 

G. Warren Elliott
President, Cardinal Crossing, Inc.,  
Former Franklin County Commissioner

William E. Snell, Jr.
President and Chief Executive Officer,  
F&M Trust

Charles S. Bender II
Retired, F&M Trust Executive Vice 
President

FFSC Officers 

G. Warren Elliott
Chairman of the Board

Catherine C. Angle
Corporate Secretary

Martin R. Brown
President, M.R. Brown Funder Home, Inc.

Richard E. Jordan III
Vice President,  
Smith Land & Improvement Corp.

Daniel J. Fisher
President and Chief Executive Officer,  
D.L. Martin Company

Donald A. Fry
President, Cumberland Valley Rental  
and Towne Cleaners, ANDOCO, Inc.

Allan E. Jennings, Jr.
President, Jennings Chevrolet,  
Buick, GMC, Inc.

Stanley J. Kerlin, Esq.
Attorney,  
Law Offices of Stanley J. Kerlin, LLC

Donald H. Mowery
President, R.S. Mowery & Sons, Inc.

Stephen E. Patterson, Esq.
Principal, Salzmann Hughes P.C.

Martha B. Walker, Esq.
Partner, Walker, Connor & Spang, LLC

William E. Snell, Jr.
President and Chief Executive Officer

Mark R. Hollar
Treasurer and Chief Financial Officer

Lee Ann Novak 
Corporate Secretary

Joyce A. Riley
Assistant Corporate Secretary

Franklin Financial Service Corporation Board of Directors, front row (left to right): Donald A. Fry,  
Charles S. Bender II, G. Warren Elliott, William E. Snell Jr, Martha B. Walker, and Daniel J. Fisher:  
back row (left to right): Richard E. Jordan III, Donald H. Mowery, Allen E. Jennings Jr, Martin R. Brown,  
Stephen E. Patterson, and Stanley J. Kerlin

23

Shareholder Information

Dividend Reinvestment Plan:
Franklin Financial Services Corporation offers a div-

Stock Information:
The following brokers are registered as market 

idend reinvestment program whereby shareholders 

makers of Franklin Financial Services Corporation’s 

with stock registered in their own names may rein-

common stock:

vest their dividends in additional shares of the 

Corporation. Information concerning this optional 

program is available by contacting the Corporate 

Secretary at 20 South Main Street, PO Box 6010, 

Chambersburg, PA 17201-6010, telephone 

717-264-6116.

Dividend Direct Deposit Program:
Franklin Financial Services Corporation offers a div-

idend direct deposit program whereby shareholders 

Boenning & Scattergood, Inc.  

4 Tower Bridge, 200 Bar Harbor Dr., Suite 300  

West Conshohocken, PA 19428  

800-883-1212

Raymond James Financial, Inc.  

222 South Riverside Plaza, 7th Floor  

Chicago, IL 60606 

312-655-2975

with stock registered in their own names may choose 

RBC Wealth Management  

to have their dividends deposited directly into the 

2101 Oregon Pike  

bank account of their choice on the dividend payment 

Lancaster, PA 17601  

date. Information concerning this optional program 

800-456-9234

is available by contacting the Corporate Secretary at 

20 South Main Street, PO Box 6010, Chambersburg, 

PA 17201-6010, telephone 717-264-6116.

Annual Meeting:
The Annual Shareholders’ Meeting will be held 

Tuesday, April 29, 2014 at the Orchards Restaurant in 

Chambersburg. The Business Meeting will begin at 

9:00 a.m. and will be preceded by a breakfast buffet. 

If interested in attending, please complete and 

return the reservation form reply card by April 15th.

Market and  
Dividend Information

Stifel, Nicolaus & Co.  

20 Ash Street, Suite 400  

Conshohocken, PA 19428  

800-223-6807

Registrar and Transfer Agent:
The registrar and transfer agent for Franklin Financial 

Services Corporation is Registrar & Transfer Company, 

10 Commerce Drive, Cranford, NJ 07016-3572,  

telephone 800-368-5948, email: info@rtco.com

Web site:
www.franklinfin.com

The Corporation’s common stock is not actively 

Services Corporation common stock as listed above 

traded in the over-the-counter market. The 

under Stock Information.

Corporation’s stock is quoted on the OTCQB Market 

Tier of the OTC Markets under the symbol “FRAF.” 

Current price information is available from account 

executives at most brokerage firms as well as the 

registered market makers of Franklin Financial 

There were 1,984 shareholders of record as of 

December 31, 2013. The range of high and low bid 

prices is shown below for the years 2013 and 2012. 

Also shown are the regular quarterly cash dividends 

paid for the same years.

2013 

                Per Share  

High 

Low 

First quarter 

$17.05 

13.81 

Second quarter 
Third quarter 

Fourth quarter 

  16.25 
  16.60 

  17.10 

15.75 
15.85 
15.95 

Cash  

Dividends

Paid

$0.17

  0.17
  0.17

  0.17

2012 

                Per Share  

High 

Low 

First quarter 

$15.85 

12.30 

Second quarter 
Third quarter 

Fourth quarter 

  15.75 
  14.29 

  14.75 

12.86 
13.10 
13.65 

Cash  

Dividends

Paid

$0.27

  0.17
  0.17

  0.17

 
 
 
 
 
 
 
 
24

Community Office/ATM Locations

Chambersburg Area
Lincoln Way East
1712 Lincoln Way East, 
Chambersburg
264-9414

Memorial Square
20 South Main Street, 
Chambersburg
264-6116

Menno Village
2075 Scotland Avenue, 
Chambersburg
261-3697

Norland Avenue
870 Norland Avenue, 
Chambersburg
262-2085

Orchard Park
841 Wayne Avenue, 
Chambersburg
263-1801

Penn Hall
1425 Philadelphia Avenue, 
Chambersburg
261-3660

Philadelphia Avenue
2405 Philadelphia Avenue, 
Chambersburg
264-5122

St. Thomas
6962 Lincoln Way West,
St. Thomas
369-3240

West Side
1100 Lincoln Way West, 
Chambersburg
263-9168

Southern Franklin 
County
Greencastle
518 N. Antrim Way, 
Greencastle
597-2384

Marion
5293 Main Street, 
Marion
375-2200

Mont Alto
8 Park Street,
Mont Alto
749-3161

Waynesboro
200 East Main Street, 
Waynesboro
762-2188

Cumberland County
Boiling Springs
3 East First Street,  
Boiling Springs
241-4131

Camp Hill
3907 Market Street, 
Camp Hill
731-9604

Carlisle Crossing
214A Westminster Drive, 
Carlisle
243-2215

Carlisle Plaza Drive-Up
700 East High Street, 
Carlisle
243-0416

Mechanicsburg Office
6375 Carlisle Pike, 
Mechanicsburg
697-0444

Newville
51 South High Street, 
Newville
776-2240

Ritner Highway
1901 Ritner Highway, 
Carlisle
960-1400

Shippensburg
13 Shippensburg, 
Shopping Center
530-2100

Fulton & Huntingdon 
County
Hustontown
7781 Waterfall Road, 
Hustontown
987-3193

McConnellsburg
100 Lincoln Way East, 
McConnellsburg
485-3144

Orbisonia
18810 Sandy Ridge Station, 
Orbisonia 
814/447-3104

Penns Village
182 Buchanan Trail, 
McConnellsburg
485-3167

Warfordsburg
560 Great Cove Road, 
Warfordsburg
294-3288

Additional ATM 
Locations
Fayetteville
4025 Lincoln Way East, 
Fayetteville

Northgate Commons
1500 Northfield Drive, 
Chambersburg

Quincy Village
6596 Orphanage Road, 
Quincy

Penn National Clubhouse
3720 Club House Drive, 
Fayetteville

Waynesboro Market Place
11123 Buchanan Trail East, 
Waynesboro

Zullinger
4884 Buchanan Trail East, 
Zullinger

Shippensburg West End
9966 Molly Pitcher Highway, 
Shippensburg

Ayr Town Center
368 South 2nd Street, 
McConnellsburg

Riverview Business Center
11734 Lenape Drive, 
Mount Union

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P. O. Box 6010 

Chambersburg, PA 17201 

888.264.6116 

www.franklinfin.com