10-K 1 CITY HOLDING COMPANY 10-K SECURITIES AND EXCHANGE COMMISSION Washington, D. C. 20549 FORM 10-K ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended Commission File Number December 31, 1994 0-11733 CITY HOLDING COMPANY (Exact name of registrant as specified in its charter) West Virginia 55-0619957 (State of other jurisdiction of (IRS Employer incorporation or organization) Identification No.) 3601 MacCorkle Avenue, Southeast Charleston, West Virginia 25304 (Address of principal offices) Registrant's telephone number, including area code: (304) 925-6611 Securities registered pursuant to Section 12(b) of the Act: None Securities registered pursuant to Section 12(g) of the Act: Common Stock, $2.50 Par Value Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such report(s), and (2) has been subject to such filing requirements for the past 90 days. [x] Yes [ ] No Indicate by check mark if disclosure of delinquent filers pursuant to Item 405 of Regulation S-K is not contained herein, and will not be contained, to the best of registrant's knowledge, in definitive proxy or information statements incorporated by reference in part III of this Form 10-K or any amendment to this Form 10-K. [x] The aggregate market value of the voting stock held by nonaffiliates of the registrant based on the closing price as of March 28, 1995 (Registrant has assumed that all of its executive officers and directors are affiliates. Such assumption shall not be deemed to be conclusive for any other purpose): Aggregate Market Value -- $103,887,795 The number of shares outstanding of the issuer's common stock as of March 28, 1995: Common Stock, $2.50 Par Value -- 3,777,738 shares The total number of pages are 142. Exhibit Index is located on page 18 . DOCUMENTS INCORPORATED BY REFERENCE Documents Part of Form 10-K into which Document is incorporated Portions of the Annual Part I, Item 1; Part Report to Shareholders II, Items 5, 6, 7, of City Holding Company and 8; Part III, Item for the year ended 13; Part IV, Item 14. December 31, 1994. Portions of City Holding Part III, Items 10, Company's Proxy statement 11, 12 and 13. for the 1995 Annual Meeting of Shareholders. FORM 10-K INDEX PART I Page Item 1. Business. . . . . . . . . . . . . . . . . . . . . 4 Item 2. Properties. . . . . . . . . . . . . . . . . . . . 9 Item 3. Legal Proceedings . . . . . . . . . . . . . . . .10 Item 4. Submission of Matters to a Vote of Security Holders. . . . . . . . . . . . . . . .10 PART II Item 5. Market for the Registrant's Common Stock and Related Stockholder Matters . . . . . . . . . .11 Item 6. Selected Financial Data . . . . . . . . . . . . .11 Item 7. Management's Discussion and Analysis of Financial Condition and Results of Operations. . . . . . . . . . . . . . .. .. . .11 Item 8. Financial Statements and Supplementary Data . . .11 Item 9. Changes In and Disagreements with Accountants on Accounting and Financial Disclosure. . . . .11 PART III Item 10. Directors and Executive Officers of Registrant. . . . . . . . . . . . . . . . . . .12 Item 11. Executive Compensation . . . . . . . . . . . . .12 Item 12. Security Ownership of Certain Beneficial Owners and Management . . . . . . . . . . . . .12 Item 13. Certain Relationships and Related Transactions. . . . . . . . . . . . . . . . . .12 PART IV Item 14. Exhibits, Financial Statement Schedules and Reports on Form 8-K . . . . . . . . . . . . . .13 Signatures. . . . . . . . . . . . . . . . . . . .17 Exhibit Index . . . . . . . . . . . . . . . . . .18 PART I Item 1 Business (a) General Development of Business The Registrant, City Holding Company, is a West Virginia corporation chartered as of March 12, 1982. City Holding Company is a duly qualified bank holding company under the Bank Holding Company Act of 1956, as amended. City Holding Company currently has eight banking subsidiaries and three nonbanking subsidiaries (collectively, the "Subsidiaries") All of the subsidiaries are wholly-owned. The Company acquired Hinton Financial Corporation and its subsidiary, The First National Bank of Hinton, West Virginia in December 1994. In addition, the Company acquired the remaining 33% of the First National Bank - Beckley which was subsequently merged into First State Bank and Trust. City Mortgage Corporation, a full service mortgage banking company whose principal place of business is in Pittsburgh, Pennsylvania and City Financial Corporation, a full service securities brokerage and investment advisory company, whose principal place of business is in City National's main location are two non-banking subsidiaries that were formed by City Holding Company during 1993. City Holding Company's third non-banking subsidiary is Hinton Financial Corporation, which owns all of the capital stock of The First National Bank of Hinton and does not conduct any additional business. On March 14, 1995, the Company signed an Agreement and Plan of Merger (included elsewhere within) with First Merchants Bancorp ("FMB") and its wholly-owned subsidiary, Merchants National Bank ("Merchants") pursuant to which the Company will merge FMB into itself and Merchants will become a wholly owned subsidiary of the Company. The acquisition has been approved by the board of directors of both institutions and awaits approval by shareholders and regulatory authorities. (b) General Description of Business City Holding Company operates as a multi-bank holding company and is dependent upon the Subsidiaries for cash necessary to pay expenses, and dividends to its stockholders, and to meet debt service requirements. City Holding Company's business is not seasonal and has no foreign sources or applications of funds. There are no anticipated material capital expenditures, or any expected material effects on earnings or the Company's competitive position as a result of compliance with Federal, State and local provisions enacted or adopted relating to environmental protection. The Banking Subsidiaries are engaged in the business of banking by receiving and paying deposits; by negotiating promissory notes, drafts, bills of exchange and other evidence of debt; by buying and selling exchange; by loaning money secured by personal or real property, or both; by dealing in securities and stocks without recourse solely upon order, and for the account of customers, except for purchases of investment securities for its account under limitations and restrictions imposed by regulations of the Comptroller of the Currency; by providing trust services; by supplying credit card services as a licensee of Visa and MasterCard; by providing safe deposit box facilities and miscellaneous other services rendered by a full service bank. The City National Bank of Charleston is a community bank serving the Kanawha City section of Charleston and municipalities and rural areas to the east. The Bank operates five branches serving all of Kanawha County. The Peoples Bank of Point Pleasant, a state-chartered bank located in Point Pleasant, West Virginia, serves the western portion of Mason County. Point Pleasant's two branch banks located in Mason and New Haven serve the northern portion of Mason County. First State Bank & Trust, a state-chartered bank located in Rainelle, West Virginia, serves Greenbrier County and Raleigh County. First State Bank operates branches in Rainelle (Park Center Office), Rupert, Sophia, and Beckley, West Virginia. Bank of Ripley, a state-chartered bank, has two locations in Ripley, West Virginia, and serves Jackson County. Home National Bank of Sutton, operates a national bank located in Sutton, West Virginia and a branch located in Gassaway, West Virginia. Blue Ridge Bank (Blue Ridge), a de novo institution chartered as a state-nonmember bank in 1992 is located in Martinsburg, West Virginia, and serves Berkeley County. In October 1993, Blue Ridge assumed the insured deposits and purchased certain facilities and an insignificant amount of performing loans of the former Shenandoah Federal Savings Association in a cash transaction with the Resolution Trust Corporation. This acquisition expanded Blue Ridge from two offices to seven, located in Berkeley, Jefferson, Morgan and Grant counties. The Buffalo Bank of Eleanor a state bank, has locations in Eleanor and Winfield, West Virginia, serving Putnam County. In January, 1995, the Company renamed Buffalo as Peoples State Bank (Peoples Bank) and a new location was opened in Clarksburg, Harrison County, West Virginia. The Company anticipates that Peoples State Bank will move its headquarters to Clarksburg and transfer its Putnam County operations to City National Bank sometime in the second quarter of 1995. The First National Bank of Hinton (Hinton), operates a national bank in Summers County. City Holding Company's eight subsidiaries are consumer-oriented banks and it is anticipated they will continue to be operated as such. As of June 30, 1994, (the latest date available) there were four (4) banks operating in the City of Charleston. The total deposits of the commercial banks in the City of Charleston, exclusive of branch offices of banks located outside Charleston, as of June 30, 1994, were $2,453,783,000 and The City National Bank ranked 4th with $206,815,000 or 8.43%, of the total deposits in the market area. The largest competitor and smallest competitor had total deposits of $1,254,656,000 and $43,357,000, respectively. As of June 30, 1994, City Holding Company ranked 6th in total deposits of all bank holding companies in West Virginia. No material portion of the Subsidiaries' deposits are derived from a single person or a few persons, the loss of any one or more of which could have a material adverse effect on liquidity, capital, or other elements of financial performance. No material portion of the Subsidiaries' loans are concentrated within a single industry or group of related industries. (c) Supervision and Regulation City Holding Company is regulated under the Bank Holding Company Act of 1956, as amended (the "Act"), and is supervised by the Board of Governors of the Federal Reserve System (the "Federal Reserve"). In general, the Act limits the business of bank holding companies to owning or controlling banks and engaging in such other activity as the Federal Reserve may determine to be so closely related to banking or managing or controlling banks as to be a proper incident thereto. The Act requires City Holding Company to secure prior approval of the Federal Reserve before acquiring ownership or control of more than 5% of the voting shares or substantially all of the assets of another bank. As a bank holding company, City Holding Company is required to file with the Federal Reserve an annual report and such additional information as the Federal Reserve may require under the Act. The Federal Reserve also performs periodic examinations of City Holding Company and certain of its subsidiaries. City Holding Company is also subject to the supervision of the West Virginia Board of Banking and Financial Institutions. City Holding Company is required to register with the office of the Commissioner of Banking of West Virginia and file reports as requested. The Commissioner has the power to examine City Holding Company and its subsidiaries. City Holding Company is an affiliate of the Subsidiaries within the meaning of the Act, which imposes certain restrictions on loans by the Subsidiaries to City Holding Company; on investments by the Subsidiaries in City Holding Company's stock or securities; on the taking by the Subsidiaries of such stock or securities as collateral for loans to any borrower; on purchases by the Subsidiaries of certain assets from City Holding Company; and the payment of dividends by the Subsidiaries to City Holding Company. The City National Bank of Charleston, Home National Bank of Sutton and First National Bank of Hinton as national banking associations, are subject to supervision and regulation by the Comptroller of the Currency, the Federal Reserve and the Federal Deposit Insurance Corporation. The Peoples Bank of Point Pleasant, First State Bank & Trust, Bank of Ripley, Blue Ridge Bank and Peoples Bank are supervised and regulated by the West Virginia Board of Banking and Financial Institutions, the Federal Deposit Insurance Corporation and the Federal Reserve. City Mortgage Corporation is subject to supervision and regulation by the Department of Housing and Urban Development (HUD), the Federal National Mortgage Association (FNMA), and indirectly through City Holding Company by the Federal Reserve. City Financial Corporation is supervised and regulated primarily by the National Association of Securities Dealers, Inc. (NASD). As a result of the enactment of the Financial Institutions Reform, Recovery, and Enforcement Act ("FIRREA") on August 9, 1989, a depository institution insured by the Federal Deposit Insurance Corporation, (the "FDIC") can be held liable for any loss incurred by, or reasonably expected to be incurred by, the FDIC after August 9, 1989 in connection with (i) the default of a commonly controlled FDIC-insured depository institution or (ii) any assistance provided by the FDIC to a commonly controlled FDIC-insured depository institution in danger of default. Default is defined generally as the appointment of a conservator or receiver and "in danger of default" is defined generally as the existence of certain conditions indicating that default is likely to occur in the absence of regulatory assistance. Page 13 of the Annual Report to Shareholders of City Holding Company for the year ended December 31, 1994, is incorporated herein by reference. The difficulties encountered nationwide by financial institutions during 1990 and 1991 prompted federal legislation designed to reform the banking industry and to promote the viability of the industry and of the deposit insurance system. The Comprehensive Deposit Insurance Reform and Taxpayer Protection Act of 1991, which became effective on December 19, 1991, bolsters the deposit insurance fund, tightens bank regulation and reduces the scope of federal deposit insurance as summarized below. FDIC Funding The legislation bolsters the bank deposit insurance fund with $70 billion in borrowing authority and increases to $30 billion from $5 billion the amount the FDIC can borrow from the U.S. Treasury to cover the costs of bank failures. The loans, plus interest, would be repaid by premiums that banks pay on domestic deposits over the next 15 years. Bank Regulation Under the legislation, regulatory supervision is linked to bank capital. Regulators established five capital levels for banks, ranging from well capitalized to critically undercapitalized. Regulatory oversight increases as capital position declines. In addition, regulators are drafting a new set of non-capital measures of bank safety, relative to underwriting standards, minimum earnings levels, and others. The legislation also requires regulators to perform annual on-site bank examinations, places limits on real estate lending by banks, and tightens auditing requirements. Deposit Insurance The legislation reduces the scope of federal deposit insurance. The most significant change would end the "too big to fail" doctrine, under which the government protects all deposits in most banks, including, those exceeding the $100,000 insurance limit. The FDIC's current ability to reimburse uninsured deposits -- those over $100,000 and foreign deposits -- will be sharply limited pursuant to the legislation. The Federal Reserve Board's ability to finance banks with extended loans from its discount window also will be restricted, starting two years from enactment. In addition, only the best capitalized banks will be able to offer insured brokered deposits -- large certificates of deposit sold through brokerage firms -- or to insure accounts established under employee pension plans. The legislation instructs the FDIC to change the way it assesses banks for deposit insurance, moving from flat premiums to fees that require banks engaging in risky practices to pay higher premiums than conservatively managed banks. Under regulations adopted by the FDIC in December, 1993, banks are assigned to one of the following three capital groups based on their capital levels: "well-capitalized", "adequately capitalized" and "undercapitalized". Banks in each of these three groups are further classified into three subgroups based upon the level of supervisory concern with respect to each bank. The resulting matrix creates nine assessment risk classifications to which are assigned deposit insurance premiums ranging from .23% for the best capitalized, healthiest institutions, to .31% for undercapitalized institutions with substantial supervisory concern. The Subsidiary Banks of City Holding Company have been informed that the premium for the first semiannual assessment period beginning January 1, 1995 will be .23% of insured deposits. This assessment will not materially affect the Subsidiary Bank's earnings. Other legislative and regulatory proposals regarding changes in banking, and the regulation of banks, thrifts and other financial institutions, are being considered by the executive branch of the Federal government and Congress. Certain of these proposals, if adopted, could significantly change the regulation of banks and the financial services industry. It cannot be predicted whether any of these proposals will be adopted or, if adopted, how these proposals will affect the Company. (d) Monetary Policies City Holding Company and Subsidiaries are affected by the monetary and fiscal policies of various agencies of the United States Government, including the Federal Reserve System. In view of changing conditions in the national economy and in the money markets, it is impossible to accurately predict future changes in monetary policy or the effect of such changes on the business or financial condition of City Holding Company and its subsidiaries. (e) Employees As of December 31, 1994, City Holding Company and Subsidiaries employed 500 associates. Employee relations within the Subsidiaries are considered to be satisfactory. One officer-director and one director of The City National Bank of Charleston serve as officers of City Holding Company, but receive no remuneration therefor. One officer- director of The Bank of Ripley, and four officers of The City National Bank of Charleston serve as officers of City Holding Company, but receive no remuneration therefor. (f) Statewide Banking Under present West Virginia law, West Virginia banking institutions may establish branch banks either by the construction, lease or acquisition of branch bank facilities anywhere in West Virginia. West Virginia law permits any out-of-state institution to acquire a West Virginia banking institution where the state of the acquiring institution permits reciprocal acquisitions. West Virginia law also permits reciprocal interstate acquisitions of thrift institutions. Page 13 of the Annual Report to Shareholders of City Holding Company for the year ended December 31, 1994, is incorporated herein by reference. (g) Statistical Information The information noted below is provided pursuant to Guide 3 -- Statistical Disclosure by Bank Holding Companies. Page references are to the Annual Report to Shareholders for the year ended December 31, 1994 and such pages are incorporated herein by reference. Page Description of Information Reference 1. Distribution of Assets, Liabilities and Stockholders' Equity; Interest Rates and Interest Differential a. Average Balance Sheets 5 b. Analysis of Net Interest Earnings 5 c. Rate Volume Analysis of Changes in Interest Income and Expense 6 2. Investment Portfolio a. Book Value of Investments 8 b. Maturity Schedule of Investments 8 c. Securities of Issuers Exceeding 10% of Stockholders' Equity 8 3. Loan Portfolio a. Types of Loans 9 b. Maturities and Sensitivity to Changes in Interest Rates 9 c. Risk Elements 10, 11 d. Other Interest Bearing Assets N/A 4. Summary of Loan Loss Experience 11, 12 5. Deposits a. Breakdown of Deposits by Categories, Average Balance and Average Rate Paid 5 b. Maturity Schedule of Time Certificates of Deposit and Other Time Deposits of $100,000 or More 9 6. Return on Equity and Assets 1 Item 2 Properties The Subsidiaries owned and/or leased properties at December 31, 1994 as described below. The City National Bank of Charleston's principal office has 35,000 square feet for banking operations. City National has five branch facilities located in Kanawha County. The two leased facilities are located in downtown Charleston and the South Hills district and contain 500 and 1,000 square feet, respectively. The other three branches located in Cross Lanes, St. Albans and Western Charleston are owned and contain 6,270, 6,400 and 700 square feet, respectively. The Peoples Bank of Point Pleasant's property consists of a main banking facility located at 2212 Jackson Avenue, Point Pleasant, West Virginia, and two branch banking locations at Mason and New Haven, West Virginia. The main facility, consists of 13,000 square feet of office and business space and 3,680 square feet of storage. The two branch banks located at Mason and New Haven consist of 1,512 and 6,510 square feet, respectively. First State Bank & Trust's main facility is located at 1218 Main Street, Rainelle, West Virginia. The interior of the banking facility consists of 5,500 square feet of office and business space and 2,000 square feet of second floor meeting facilities and storage. First State Bank & Trust also operates full service branch facilities in Rainelle, Rupert, Sophia, Beckley and Beaver, West Virginia. The branch in Rainelle is located on 1.33 acres of property owned by the Bank. The other three branches located in Rupert, Sophia, Beckley and Beaver consist of 34,000, 6,200, 3,500, and 7,500 square feet, respectively. Bank of Ripley's property is located at 108 N. Church Street, Ripley, West Virginia. The building is a two-story structure with approximately 4,000 square feet of floor space on each floor. The Bank of Ripley also owns a 400 square foot drive-in facility. Home National Bank's property consists of a main banking facility located at 101 Second Street, Sutton, West Virginia, and one branch banking location at Gassaway, West Virginia. The main facility, consists of 10,725 square feet. Adjacent to the main facility is a drive through banking facility consisting of 1,401 square feet. The branch bank located at Gassaway consists of 2,408 square feet. Peoples State Bank's property consists of a main banking facility located at 946 Roosevelt Boulevard, Eleanor, West Virginia and one branch banking location at Winfield, West Virginia. The main facility, consists of 5,270 square feet and the branch has 4,000 square feet. Peoples State opened another branch in Clarksburg, West Virginia consisting of 1,200 square feet. Blue Ridge Bank leases its main banking facility consisting of 2,625 square feet. Blue Ridge also operates six branch facilities under various lease agreements, located in Morgan, Grant, Jefferson and Berkeley Counties. First National Bank of Hinton owns and operates a 10,500 square foot building located in Summers County. The parent company, Hinton Financial Corporation occupies office space within this building City Mortgage Corporation operates in a 13,000 square foot building located in Pittsburgh, Pennsylvania. This building is owned by the parent company. City Financial Corporation operates in a 400 square foot section of City National Bank's main location. The properties owned or leased by the Subsidiaries consist generally of nine main offices, related drive-in facilities, and 23 branch offices. All of the properties of the Subsidiaries are suitable and adequate for their current operations and are generally being fully utilized. Item 3 Legal Proceedings There are various legal proceedings pending to which City Holding Company and/or its subsidiaries are parties. These proceedings are incidental to the business of City Holding Company and its subsidiaries and, after reviewing the matters and consulting with counsel, management is of the opinion that the ultimate resolution of such matters will not materially affect the consolidated financial statements. Item 4 Submission of Matters to a Vote of Security Holders No matters were submitted to a vote of security holders during the fourth quarter of the fiscal year covered by this report. PART II Item 5 Market for Registrant's Common Stock and Related Stockholder Matters Page 2 of the Annual Report to Shareholders of City Holding Company for the year ended December 31, 1994, included in this report as Exhibit 13(a), is incorporated herein by reference. Item 6 Selected Financial Data Selected Financial Data on page 1 of the Annual Report to Shareholders of City Holding Company for the year ended December 31, 1994, included in this report as Exhibit 13(a), is incorporated herein by reference. Item 7 Management's Discussion and Analysis of Financial Condition and Results of Operations Management's Discussion and Analysis of Financial Condition and Results of Operations on pages 2 through 14 of the Annual Report to Shareholders of City Holding Company for the year ended December 31, 1994, included in this report as Exhibit 13(a), is incorporated herein by reference. Item 8 Financial Statements and Supplementary Data The report of independent auditors and consolidated financial statements, included on pages 15 through 33 of the Annual Report to Shareholders of City Holding Company for the year ended December 31, 1994, included in this report as Exhibit 13(a), are incorporated herein by reference. Item 9 Changes In and Disagreements with Accountants on Accounting and Financial Disclosure None PART III Item 10 Directors and Executive Officers of Registrant The information required by Item 10 of FORM 10-K appears in the Company's 1995 Proxy Statement under the captions "ELECTION OF CITY HOLDING DIRECTORS" and "EXECUTIVE OFFICERS OF CITY HOLDING". The Company's 1995 Proxy statement is included in the Registration Statement on Form S-4 to be filed with the Securities and Exchange Commission within 120 days of fiscal year end. Item 11 Executive Compensation The information required by Item 11 of FORM 10-K appears in the Company's 1995 Proxy Statement under the caption "CITY HOLDING EXECUTIVE COMPENSATION". Item 12 Security Ownership of Certain Beneficial Owners and Management The information required by Item 12 of FORM 10-K appears in the Company's 1995 Proxy Statement under the caption "CITY HOLDING OWNERSHIP OF EQUITY SECURITIES". Item 13 Certain Relationships and Related Transactions The information required by Item 13 of FORM 10-K appears in the Company's 1995 Proxy Statement under the caption "CITY HOLDING CERTAIN RELATIONSHIPS AND RELATED TRANSACTIONS" and in NOTE TWELVE of Notes to Consolidated Financial Statements appearing at page 28 of the Company's Annual Report to Shareholders for the year ended December 31, 1994, included in this report as Exhibit 13(a), and incorporated herein by reference. PART IV Item 14 Exhibits, Financial Statement Schedules and Reports on Form 8-K (a) Financial Statements Filed; Financial Statement Schedules The following consolidated financial statements of City Holding Company and subsidiaries, included in the Company's Annual Report to Shareholders for the year ended December 31, 1994, are incorporated by reference in Item 8: Exhibit 13(a) Page Number Report of Independent Auditors 15 Consolidated Balance Sheets - December 31, 1994 and 1993 16 Consolidated Statements of Income - years ended December 31, 1994, 1993 and 1992 17 Consolidated Statements of Changes in Stockholders' Equity - years ended December 31, 1994, 1993 and 1992 18 Consolidated Statements of Cash Flows - years ended December 31, 1994, 1993 and 1992 19 Notes to Consolidated Financial Statements - December 31, 1994 20-33 On page 15 appears the independent auditors report of Persinger & Company, LLC on the Consolidated Financial Statements of Hinton Financial Corporation, Inc. for the years December 31, 1994 and 1993 and 1992. With the exception of the aforementioned information and the information incorporated by reference in Items 1, 5, 6, 7, 8, 13, and 14, City Holding Company's Annual Report to shareholders is not to be deemed filed as part of this report. Exhibit 13(b) Financial statements of business to be acquired: The following consolidated financial statements of First Merchants Bancorp, Inc. represent the separate financial statements of a business with whom consummation of a business combination to be accounted for as a pooling of interests is probable. As discussed in NOTE TWENTY to the audited financial statements of City Holding Company, a definitive agreement was signed in March 1995 whereby City Holding Company is expected to acquire all of the outstanding common stock of First Merchants Bancorp in exchange for approximately 920,000 shares of City Holding Company common stock. Exhibit 13(b) Page Number Report of Independent Auditors 1 Consolidated Balance Sheets - December 31, 1994 and 1993 2 Consolidated Statements of Income - years ended December 31, 1994, 1993 and 1992 3 Consolidated Statements of Changes in Stockholders' Equity - years ended December 31, 1994, 1993 and 1992 4 Consolidated Statements of Cash Flows - years ended December 31, 1994, 1993 and 1992 5 Notes to Consolidated Financial Statements - December 31, 1994 6 - 15 INDEPENDENT AUDITOR'S REPORT To the Board of Directors Hinton Financial Corporation Hinton, West Virginia We have audited the accompanying consolidated balance sheets of Hinton Financial Corporation and Subsidiary as of December 31, 1994, and 1993, and the related consolidated statements of income, stockholders' equity, and cash flows for each of the years in the three-year period ended December 31, 1994, (not presented separately, herein). These financial statements are the responsibility of the Company's management. Our responsibility is to express an opinion on these financial statements based on our audits. We conducted our audits in accordance with generally accepted auditing standards. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audits provide a reasonable basis for our opinion. In our opinion, the consolidated financial statements referred to above present fairly, in all material respects, the financial position of Hinton Financial Corporation and Subsidiary as of December 31, 1994, and 1993, and the results of their operations and their cash flow for each of the years in the three-year period ended December 31, 1994, in conformity with generally accepted accounting principles. /s/ Persinger & Company, LLC Beckley, West Virginia January 6, 1995 FINANCIAL SCHEDULES I AND II UNDER ARTICLE 9 OF REGULATION S-X ARE NOT APPLICABLE. (b) Reports on Form 8-K On December 19, 1994, the Company filed a Report on Form 8-K, Commission file No. 0-11733, regarding the acquisition of Hinton Financial Corporation. (c) Exhibits The exhibits listed in the Exhibit Index on pages 18 and 19 of this FORM 10-K are filed herewith or incorporated by reference from previous filings. SIGNATURES Pursuant to the requirements of Section 13 or 15(d) of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized. City Holding Company (Registrant) /s/ Steven J. Day, President/Director (Principal Executive Officer) /s/ Robert A. Henson, Treasurer (Principal Financial and Accounting Officer) POWER OF ATTORNEY Pursuant to the requirements of the Securities Act of 1934, this registration statement has been signed by the following persons on behalf of the Registrant and in the capacities on March 27, 1995. /s/ /s/ Samuel M. Bowling, C. Scott Briers, Director Director /s/ /s/ Dr. D. K. Cales, Steven J. Day, Director Director/President /s/ Robert D. Fisher Jack E. Fruth, Director Director /s/ /s/ Jay Goldman, Carlin K. Harmon, Director Director/Executive Vice President /s/ /s/ Dallas Kayser, Dale Nibert, Director Director /s/ /s/ Otis L. O'Connor, Bob F. Richmond Director Director /s/ /s/ Mark H. Schaul, Van R. Thorn, Director Director EXHIBIT INDEX The following exhibits are filed herewith or are incorporated herein by reference. Prior Filing Exhibit Reference or Page Number Description Number Herein 2 Agreement and Plan of Reorganization dated March 14, 1995 among City Holding Company, First Merchants Bancorp, Inc. and Merchants National Bank 21 3(a) Articles of Incorporation of I City Holding Company 3(b) Articles of Amendment to the II Articles of Incorporation of City Holding Company, dated March 6, 1984 3(c) Articles of Amendment to the III Articles of Incorporation of City Holding Company, dated March 4, 1986 3(d) Articles of Amendment to the IV Articles of Incorporation of City Holding Company, dated September 29, 1987 3(e) Articles of Amendment to the Articles of Incorporation of City Holding Company, dated May 6, 1991 V 3(f) Articles of Amendment to the Articles of Incorporation of City Holding Company, dated May 7, 1991 V 3(g) By-laws of City Holding Company I 3(h) Amendment to the By-laws of III City Holding Company, dated February 14, 1985 3(i) Amendment to the By-laws of III City Holding Company, dated March 4, 1986 3(j) Amendment to the By-laws of III City Holding Company, dated May 1, 1986 3(k) Amendment to the By-laws of III City Holding Company, dated February 5, 1987 3(l) Amendment to the By-laws of VI City Holding Company, dated November 3, 1988 3(m) Articles of Amendment to the Articles of Incorporation of City Holding Company, dated August , 1994 VIII 4 Amendment and Restated Rights Agreement, dated as of May 7, 1991, between the Company and Sovran Bank, N.A. (predecessor to Nations Bank, N.A.), as Rights Agent VII 10 Agreement dated June 5, 1986, by III and between Steven J. Day and City Holding Company 11 Statement Re: Computation of Per Share Earnings 90 13(a) City Holding Company Annual Report to Shareholders for Year Ended December 31, 1994 91 13(b) Financial statements of business to be acquired 124 22 Subsidiaries of City Holding Company 139 24(a) Consent of Ernst & Young, LLP 140 24(b) Consent of Persinger & Company, LLC 141 24(c) Consent of Ernst & Young, LLP 142 I Attached to, and incorporated by reference from Amendment No. 1 to City Holding Company's Registration Statement on Form S-4, Registration No. 2-86250, filed November 4, 1983, with the Securities and Exchange Commission. II Attached to, and incorporated by reference from City Holding Company's Form 8-K Report dated March 7, 1984, and filed with the Securities and Exchange Commission on March 22, 1984. III Attached to, and incorporated by reference from City Holding Company's Form 10-K Annual Report dated December 31, 1986, and filed March 31, 1987, with the Securities and Exchange Commission. IV Attached to and incorporated by reference from City Holding Company's Registration Statement on Form S-4, Registration No. 33-23295, filed with the Securities and Exchange Commission on August 3, 1988. Attached to, an incorporated by reference from City Holding Company's Form 10-K Annual Report dated December 31, 1991, and filed March 17, 1992, with the Securities and Exchange Commission. V Attached to, and incorporated by reference from City Holding Company's Form 10-K Annual Report dated December 31, 1991, and filed March 17, 1992, with the Securities and Exchange Commission. VI Attached to, and incorporated by reference from City Holding Company's Form 10-K Annual Report dated December 31, 1988, and filed March 30, 1989, with the Securities and Exchange Commission. VII Attached to, and incorporated by reference from City Holding Company's Form 8-K Current Report dated May 7, 1991, and filed May 14, 1991, with the Securities and Exchange Commission. VIII Attached to, and incorporated by reference from City Holding Company's Form 10-Q Quarterly Report dated September 30, 1994 and filed November 14, 1994, with the Securities and Exchange Commission. EX-2 2 EXHIBIT 2 AGREEMENT AND PLAN OF REORGANIZATION among CITY HOLDING COMPANY, FIRST MERCHANTS BANCORP, INC. and MERCHANTS NATIONAL BANK March 14, 1995 ARTICLE I General 1.1 Merger . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 1.2 Issuance of City Holding Common Stock. . . . . . . . . . . . 3 1.3 Taking of Necessary Action . . . . . . . . . . . . . . . . . 3 1.4 Directors and Officers . . . . . . . . . . . . . . . . . . . 3 1.5 Employee Benefits. . . . . . . . . . . . . . . . . . . . . . 3 ARTICLE II Effect of Merger on Common Stock of FMB 2.1 Conversion of Stock. . . . . . . . . . . . . . . . . . . . . 4 2.2 Manner of Exchange . . . . . . . . . . . . . . . . . . . . . 4 2.3 Dissenting Shares. . . . . . . . . . . . . . . . . . . . . . 6 2.4 No Fractional Shares . . . . . . . . . . . . . . . . . . . . 6 ARTICLE III Representations and Warranties 3.1 Representations and Warranties of FMB and Merchants. . . . . 7 (a) Organization, Standing and Power . . . . . . . . . . . . 7 (b) Capital Structure. . . . . . . . . . . . . . . . . . . . 8 (c) Authority. . . . . . . . . . . . . . . . . . . . . . . . 8 (d) Investments. . . . . . . . . . . . . . . . . . . . . . . 9 (e) Financial Statements . . . . . . . . . . . . . . . . . . 10 (f) Absence of Undisclosed Liabilities . . . . . . . . . . . 11 (g) Tax Matters. . . . . . . . . . . . . . . . . . . . . . . 11 (h) Options, Warrants and Related Matters. . . . . . . . . . 13 (i) Property; Leases . . . . . . . . . . . . . . . . . . . . 13 (j) Additional Schedules Furnished to City Holding.. . . . . 14 (k) Agreements in Force and Effect . . . . . . . . . . . . . 15 (l) Legal Proceedings; Compliance with Laws. . . . . . . . . 15 (m) Employee Benefit Plans . . . . . . . . . . . . . . . . . 17 (n) Insurance. . . . . . . . . . . . . . . . . . . . . . . . 20 (o) Loan Portfolio . . . . . . . . . . . . . . . . . . . . . 21 (p) Absence of Changes . . . . . . . . . . . . . . . . . . . 22 (q) Brokers and Finders. . . . . . . . . . . . . . . . . . . 22 (r) Reports. . . . . . . . . . . . . . . . . . . . . . . . . 22 (s) Environmental Matters. . . . . . . . . . . . . . . . . . 22 (t) Community Reinvestment Act . . . . . . . . . . . . . . . 24 (u) Disclosure . . . . . . . . . . . . . . . . . . . . . . . 25 3.2 Representations and Warranties of City Holding . . . . . . . 25 (a) Organization, Standing and Power . . . . . . . . . . . . 25 (b) Capital Structure. . . . . . . . . . . . . . . . . . . . 25 (c) Authority. . . . . . . . . . . . . . . . . . . . . . . . 26 (d) Financial Statements . . . . . . . . . . . . . . . . . . 26 (e) Absence of Undisclosed Liabilities . . . . . . . . . . . 27 (f) Absence of Changes . . . . . . . . . . . . . . . . . . . 27 (g) Brokers and Finders. . . . . . . . . . . . . . . . . . . 28 (h) Subsidiaries . . . . . . . . . . . . . . . . . . . . . . 28 (i) Reports. . . . . . . . . . . . . . . . . . . . . . . . . 28 (j) Tax Matters. . . . . . . . . . . . . . . . . . . . . 29 (k) Options, Warrants and Related Matters. . . . . . . . 29 (l) Property; Leases . . . . . . . . . . . . . . . . . . 29 (m) Legal Proceedings; Compliance with Laws. . . . . . . 30 (n) Employee Benefit Plans . . . . . . . . . . . . . . . 31 (o) Loan Portfolio . . . . . . . . . . . . . . . . . . . 31 (p) Environmental Matters. . . . . . . . . . . . . . . . 32 (q) Community Reinvestment Act . . . . . . . . . . . . . 32 (r) Disclosure . . . . . . . . . . . . . . . . . . . . . . . 32 ARTICLE IV Conduct Prior to Effective Time of the Merger 4.1 Access to Records and Properties of City Holding, FMB and Merchants. . . . . . . . . . . . . . . . . . . . . . . . . 33 4.2 Registration Statement; Proxy Statement; Shareholder Approval . . . . . . . . . . . . . . . . . . . . . . . . . 34 4.3 Operation of the Business of FMB and Merchants . . . . . . . 35 4.4 No Solicitation. . . . . . . . . . . . . . . . . . . . . . . 36 4.5 Dividends. . . . . . . . . . . . . . . . . . . . . . . . . . 37 4.6 Regulatory Filings . . . . . . . . . . . . . . . . . . . . . 37 4.7 Tax Opinion. . . . . . . . . . . . . . . . . . . . . . . . . 38 4.8 Public Announcements . . . . . . . . . . . . . . . . . . . . 38 4.9 Transactions in City Holding Common Stock. . . . . . . . . . 38 4.10 City Holding Rights Agreement. . . . . . . . . . . . . . . . 38 4.11 Accounting Treatment.. . . . . . . . . . . . . . . . . . . . 38 4.12 Agreement as to Efforts to Consummate. . . . . . . . . . . . 38 4.13 Adverse Changes in Condition.. . . . . . . . . . . . . . . . 39 4.14 Updating of Schedules. . . . . . . . . . . . . . . . . . . . 39 ARTICLE V Conditions of Merger 5.1 Conditions of Obligations of City Holding. . . . . . . . . . 40 (a) Representations and Warranties; Performance of Obligations; No Adverse Change . . . . . . . . . . . . 40 (b) Authorization of Merger. . . . . . . . . . . . . . . . . 40 (c) Opinion of Counsel . . . . . . . . . . . . . . . . . . . 40 (d) Registration Statement . . . . . . . . . . . . . . . . . 44 (e) Tax Opinion. . . . . . . . . . . . . . . . . . . . . . . 44 (f) Regulatory Approvals . . . . . . . . . . . . . . . . . . 44 (g) Affiliate Letters. . . . . . . . . . . . . . . . . . . . 45 (h) Accounting Treatment . . . . . . . . . . . . . . . . . . 45 (i) Acceptance by City Holding Counsel . . . . . . . . . . . 45 5.2 Conditions of Obligations of FMB and Merchants . . . . . . . 45 (a) Representations and Warranties; Performance of Obligations; No Adverse Change . . . . . . . . . . . . 45 (b) Authorization of Merger. . . . . . . . . . . . . . . . . 46 (c) Opinion of Counsel . . . . . . . . . . . . . . . . . . . 46 (d) Registration Statement . . . . . . . . . . . . . . . . . 49 (e) Regulatory Approvals . . . . . . . . . . . . . . . . . . 50 (f) Tax Opinion. . . . . . . . . . . . . . . . . . . . . . . 50 (g) Fairness Opinion . . . . . . . . . . . . . . . . . . . . 51 (h) Acceptance by FMB's and Merchants's Counsel. . . . . . . 51 ARTICLE VI Closing Date; Effective Time of the Merger 6.1 Closing Date . . . . . . . . . . . . . . . . . . . . . . . . 51 6.2 Filings at Closing . . . . . . . . . . . . . . . . . . . . . 51 6.3 Effective Time . . . . . . . . . . . . . . . . . . . . . . . 51 ARTICLE VII Termination; Survival of Representations Warranties and Covenants; Waiver and Amendment 7.1 Termination. . . . . . . . . . . . . . . . . . . . . . . . . 52 7.2 Effect of Termination. . . . . . . . . . . . . . . . . . . . 54 7.3 Survival of Representations, Warranties and Covenants. . . . 54 7.4 Waiver and Amendment . . . . . . . . . . . . . . . . . . . . 54 ARTICLE VIII Additional Covenants 8.1 Registration Statement . . . . . . . . . . . . . . . . . . . 55 8.2 Employee Benefits. . . . . . . . . . . . . . . . . . . . . . 55 8.3 Operations after Closing . . . . . . . . . . . . . . . . . . 56 8.4 Indemnification. . . . . . . . . . . . . . . . . . . . . . . 56 8.5 City Holding Agreement with George Davis.. . . . . . . . . . 57 ARTICLE IX Miscellaneous 9.1 Expenses . . . . . . . . . . . . . . . . . . . . . . . . . . 58 9.2 Entire Agreement . . . . . . . . . . . . . . . . . . . . . . 58 9.3 Descriptive Headings . . . . . . . . . . . . . . . . . . . . 58 9.4 Notices. . . . . . . . . . . . . . . . . . . . . . . . . . . 58 9.5 Counterparts . . . . . . . . . . . . . . . . . . . . . . . . 59 9.6 Governing Law. . . . . . . . . . . . . . . . . . . . . . . . 59 Exhibit A - Plan of Merger SCHEDULE DESCRIPTION SECTION IN AGREEMENT A FMB Restated Certificate of Incorporation 3.1(a)(i) B FMB Bylaws 3.1(a)(i) C Merchants Articles of Association 3.1(a)(ii) D Merchants Bylaws 3.1(a)(ii) E Securities Owned by FMB and Merchants 3.1(b), 3.1(d) F FMB/Merchants Conflicts, Breaches or Defaults 3.1(c) G FMB Financial Statements 3.1(e) H FMB and Merchants Tax Matters 3.1(g) I Salary Rates and FMB Common Stock Owned by Employees and Directors of Bank; Owners of 5% of FMB Common Stock; Outstanding Unexercised Options, Warrants, Calls, Commitments or Agreements 3.1(j)(i) J Notes, Bonds, Mortgages, Indentures, Licenses, Lease Agreements and Other Contracts of FMB 3.1(j)(ii), 5.1(c)(vi), 5.1(c)(viii) K Employment Contracts and Related Matters of FMB and Merchants 3.1(j)(iii), 3.1(m)(i) 3.1(m)(vii), 3.1(m)(viii) L Real Estate Owned or Leased by FMB and Merchants 3.1(j)(iv) M FMB and Merchants Legal Proceedings 3.1(l) N FMB and Merchants Insurance 3.1(n) O Merchants Loans 3.1(o) P Merchants Material Adverse Changes 3.1(p) Q Merchants Environmental Matters 3.1(s) R City Holding Tax Matters ? S City Holding Regulation Matters 3.2(m) AGREEMENT AND PLAN OF REORGANIZATION This AGREEMENT AND PLAN OF REORGANIZATION (the "Agreement") is made and entered into as of the 14th day of March, 1995, by and among City Holding Company, a West Virginia corporation ("City Holding"), First Merchants Bancorp, Inc., a West Virginia corporation ("FMB") and Merchants National Bank, a national banking association wholly-owned by FMB ("Merchants"), recites and provides: A. City Holding and FMB and City Holding and certain directors of FMB have entered into Stock Option Agreements (the "Option Agreements"), dated March 14, 1995, pursuant to which FMB and such directors have each granted an option to City Holding to purchase a specified number of their respective shares of FMB Common Stock in certain events. The Option Agreements shall survive the execution of this Agreement for the term provided in each Option Agreement. B. The boards of directors of City Holding and FMB deem it advisable to merge FMB into City Holding (the "Merger") pursuant to this Agreement and the Plan of Merger attached as Exhibit A (the "Plan of Merger") whereby the holders of shares of common stock of FMB ("FMB Common Stock") will receive common stock of City Holding ("City Holding Common Stock") in exchange therefor. It is the desire of both parties that, following the Merger, Merchants will remain a separately incorporated bank which would be a subsidiary of City Holding and operated under the name "Merchants National Bank," and there will be no change in the Board of Directors, officers, employees, compensation levels, fringe benefits or similar arrangements in effect at Merchants immediately prior to the Effective Time of the Merger, unless required by federal income tax laws or otherwise provided herein. C. To effectuate the foregoing, the parties desire to adopt a plan of reorganization in accordance with the provisions of Section 368(a) of the United States Internal Revenue Code, as amended (the "Code"). NOW, THEREFORE, in consideration of the mutual benefits to be derived from this Agreement, and of the representations, warranties, conditions and promises herein contained, City Holding, FMB and Merchants adopt this Agreement whereby at the "Effective Time of the Merger" (as defined in Article VI hereof) FMB shall be merged into City Holding in accordance with the Plan of Merger. The outstanding shares of FMB Common Stock shall be converted into shares of City Holding Common Stock on the basis, terms and conditions contained herein and in the Plan of Merger. In connection therewith, the parties hereto agree as follows: ARTICLE I General 1.1 Merger. Subject to the provisions of this Agreement, at the Effective Time of the Merger, FMB shall be merged with and into City Holding and the separate existence of FMB shall cease. For at least five years after the Effective Time of the Merger, unless otherwise approved by a majority of continuing directors of Merchants, Merchants will remain a separately incorporated bank operated under the name "Merchants National Bank". "Continuing directors of Merchants" shall mean the directors of Merchants as of the Effective Time of the Merger and any successors to such directors approved by a majority of the continuing directors of Merchants. 1.2 Issuance of City Holding Common Stock. City Holding agrees that at the Effective Time of the Merger it will issue City Holding Common Stock to the extent set forth in, and in accordance with, the terms of this Agreement and the Plan of Merger. 1.3 Taking of Necessary Action. Prior to and after the Effective Time of the Merger (as defined in Article VI hereof), subject to the provisions of this Agreement, City Holding, FMB and Merchants, respectively, each shall take all such action as may be necessary or appropriate to effect the Merger. 1.4 Directors and Officers. Following the Effective Time of the Merger, the Directors of City Holding shall continue as Directors and City Holding agrees to increase the number of members of City Holding's Board of Directors by two and to appoint two persons approved by the continuing directors of Merchants to fill the resulting vacancies. Following the Effective Time of the Merger, the Directors of Merchants shall continue as Directors of Merchants for at least five years following the Effective Time of the Merger unless removed for cause or in accordance with Merchants' Bylaws and shall continue to receive Board fees at least equal to the Board fees such persons received immediately prior to the Effective Time of the Merger. As used in this Section, "cause" shall mean dishonesty, fraud or gross abuse of authority in the performance of duty or breach of fiduciary duty. 1.5 Employee Benefits. For at least five years following the Effective Time of the Merger, except with the approval of the continuing directors of Merchants, no employee of Merchants as of the date of this Agreement may be terminated without cause and no change may be made in the compensation levels, fringe benefits or similar arrangements of such employees. No provision of this Agreement shall be deemed to limit the right of City Holding to require the termination of any employee of Merchants for cause. Following the Effective Time of the Merger, City Holding agrees to honor all the terms and conditions of the change in control agreements of George F. Davis, Robert P. McDowell, Linda G. Aguilar, Robert L. Neal and Steven D. Nunley copies of which are attached hereto as Schedule K. ARTICLE II Effect of Merger on Common Stock of FMB 2.1 Conversion of Stock. At the Effective Time of the Merger: (a) Each share of FMB Common Stock which is issued and outstanding at the Effective Time of the Merger (other than shares held by City Holding or in FMB's treasury and other than Dissenting Shares as defined in Section 2.3) shall, and without any action by the holder thereof, be converted into 1.60 shares of City Holding Common Stock (the "Exchange Ratio") which shall be validly issued, fully paid and nonassessable. (b) The Exchange Ratio at the Effective Time of the Merger shall be adjusted to reflect any consolidation, split-up, other subdivisions or combinations of City Holding Common Stock, any dividend payable in City Holding Common Stock, or any capital reorganization involving the reclassification of City Holding Common Stock subsequent to the date of this Agreement. 2.2 Manner of Exchange. (a) After the Effective Time of the Merger, each holder of a certificate theretofore evidencing outstanding shares of FMB Common Stock (other than shares held by City Holding and other than Dissenting Shares), upon surrender of such certificate to City National Bank of Charleston, which shall act as exchange agent, accompanied by a Letter of Transmittal, shall be entitled to receive in exchange therefor a certificate or certificates representing the number of full shares of City Holding Common Stock for which shares of FMB Common Stock theretofore represented by the certificate or certificates so surrendered shall have been exchanged as provided in this Article II. Until so surrendered, each outstanding FMB certificate which, prior to the Effective Time of the Merger, represented FMB Common Stock will be deemed to evidence the right to receive the number of shares of City Holding Common Stock into which the shares of FMB Common Stock represented thereby have been converted. (b) Until such outstanding certificates formerly representing FMB Common Stock are surrendered, no dividend payable to holders of record of City Holding Common Stock for any period as of any date subsequent to the Effective Time of the Merger shall be paid to the holder of such outstanding certificates in respect thereof. After the Effective Time of the Merger, there shall be no further registry of transfers on the records of FMB of shares of FMB Common Stock. Upon surrender of certificates of FMB Common Stock in exchange for City Holding Common Stock, there shall be paid to the record holder of the certificates of City Holding Common Stock issued in exchange therefor (i) the amount of dividends theretofore paid with respect to such full shares of City Holding Common Stock as of any date subsequent to the Effective Time of the Merger which have not yet been paid to a public official pursuant to abandoned property laws; and (ii) at the appropriate payment date the amount of dividends with a record date after the Effective Time of the Merger but prior to surrender and a payment date subsequent to surrender. No interest shall be payable with respect to such dividends upon surrender of outstanding certificates. 2.3 Dissenting Shares. Notwithstanding anything in this Agreement to the contrary, shares of FMB Common Stock which are issued and outstanding immediately prior to the Effective Time of the Merger and which are held by a shareholder who has the right (to the extent such right is available by law) to demand and receive payment of the fair value of his shares of FMB Common Stock (the "Dissenting Shares") pursuant to Sections 31-1-122 and 31- 1-123 of the West Virginia Corporation Act, shall not be converted into or be exchangeable for the right to receive the consideration provided in Section 2.1 unless and until such holder shall fail to perfect his or her right to dissent or shall have effectively withdrawn or lost such right under the West Virginia Corporation Act, as the case may be. If such holder shall have so failed to perfect his right to dissent or shall have effectively withdrawn or lost such right, each of his shares of FMB Common Stock shall thereupon be deemed to have been converted into, at the Effective Time of the Merger, the right to receive shares of City Holding Common Stock at the Exchange Ratio. 2.4 No Fractional Shares. No certificates or scrip for fractional shares of City Holding Common Stock will be issued. In lieu thereof, City Holding will pay the value of such fractional shares in cash in an amount equal to such fraction of a share multiplied by the City Holding Stock Price. ARTICLE III Representations and Warranties 3.1 Representations and Warranties of FMB and Merchants. FMB and Merchants represent and warrant to City Holding as follows: (a) Organization, Standing and Power. (i) FMB is a corporation duly organized, validly existing and in good standing under the laws of West Virginia and has all requisite power and authority to own, lease and operate its properties and to carry on its business as now being conducted and, subject to the approval of the Plan of Merger by the shareholders of FMB as contemplated by Section 4.2, to perform this Agreement to effect the transactions contemplated hereby. FMB has delivered to City Holding complete and correct copies of (A) the Amended Articles of Incorporation of FMB and all amendments thereto to the date hereof; and (B) the Bylaws of FMB as amended to the date hereof, which are attached hereto as Schedule A and Schedule B, respectively. (ii) Merchants is a national banking association duly organized, validly existing and in good standing under the laws of the United States and has all requisite power and authority to own, lease and operate its properties and to carry on its business as now being conducted and to perform this Agreement to effect the transactions contemplated hereby. FMB has delivered to City Holding complete and correct copies of (A) the Articles of Association of Merchants and all amendments thereto to the date hereof; and (B) the Bylaws of Merchants as amended to the date hereof, which are attached hereto as Schedule C and Schedule D, respectively. Merchants's deposits are insured by the Bank Insurance Fund of the Federal Deposit Insurance Corporation to the maximum extent permitted by law. (b) Capital Structure. The authorized capital stock of FMB consists of 1,000,000 shares of common stock, par value $2.00 per share of which 576,000 shares are issued and outstanding. As of the Effective Time of the Merger, the issued and outstanding shares of FMB Common Stock will be validly issued, fully paid and nonassessable. The authorized capital stock of Merchants consists of 144,000 shares of common stock, par value $2.00 per share. FMB owns all of the issued and outstanding common stock of Merchants free and clear of any liens, claims, encumbrances, charges or rights of third parties of any kind whatsoever and all of such shares are validly issued, fully paid and nonassessable. Merchants is the sole subsidiary of FMB and Merchants has no subsidiaries. All outstanding shares of FMB Common Stock have been issued in all material respects in compliance with the applicable requirements of the Securities Act of 1933 (the "1933 Act"). Except as disclosed on Schedule I, FMB knows of no person who beneficially owns 5% or more of the outstanding FMB Common Stock. (c) Authority. Subject to the approval of the Plan of Merger by the shareholders of FMB as contemplated by Section 4.2 hereof, the execution and delivery of this Agreement and the consummation of the transactions contemplated hereby and by the Plan of Merger have been duly and validly authorized by all necessary action on the part of FMB and Merchants, and this Agreement is a valid and binding obligation of FMB and Merchants, enforceable in accordance with its terms. The execution and delivery of this Agreement, the consummation of the transactions contemplated hereby and by the Plan of Merger and compliance by FMB and Merchants with any of the provisions hereof will not, except as noted on Schedule F, (i) conflict with or result in a breach of any provision of their respective Amended Articles of Incorporation, Articles of Association or Bylaws or a default (or give rise to any right of termination, cancellation or acceleration) under any of the terms, conditions or provisions of any note, bond, debenture, mortgage, indenture, license, material agreement or other material instrument or obligation to which FMB or Merchants is a party, by which either of them or any of their properties or assets may be bound (except for such conflict, breach or default, as to which requisite waivers or consents shall have been obtained by FMB or Merchants prior to the Effective Time of the Merger or the obtaining of which shall have been waived by City Holding); or (ii) violate any order, writ, injunction, decree, statute, rule or regulation applicable to FMB or Merchants or any of their properties or assets. No consent or approval by any governmental authority, other than compliance with applicable federal and state corporate, securities and banking laws, and regulations of the Board of Governors of the Federal Reserve System (the "Federal Reserve Board"), and the West Virginia Board of Banking and Financial Institutions (the "West Virginia Board") is required to be obtained by FMB or Merchants in connection with the execution and delivery by FMB and Merchants of this Agreement or the consummation by FMB and Merchants of the transactions contemplated hereby or by the Plan of Merger. (d) Investments. All securities owned by FMB and Merchants of record and beneficially are free and clear of all mortgages, liens, pledges, encumbrances or any other restriction, whether contractual or statutory, which would materially impair the ability of FMB or Merchants freely to dispose of any such security at any time, except as noted on Schedule E. Any securities owned of record by FMB or Merchants in an amount equal to 5% or more of the issued and outstanding voting securities of the issuer thereof have been noted on Schedule E. To the knowledge of FMB and Merchants, there are no voting trusts or other agreements or undertakings with respect to the voting of such securities. With respect to all repurchase agreements to which FMB or Merchants is a party, FMB or Merchants has a valid, perfected first lien or security interest in the government securities or other collateral securing the repurchase agreement, and the value of the collateral securing each such repurchase agreement equaled or exceeded the amount of the debt secured by such collateral under such agreement as of the date of this Agreement, except as noted on Schedule E. (e) Financial Statements. Schedule G contains copies of the following consolidated financial statements of FMB and Merchants (the "FMB Financial Statements"): (i) Consolidated Balance Sheets as of December 31, 1994, 1993 and 1992; (ii) Consolidated Statements of Income for each of the three years ended December 31, 1994, 1993 and 1992; (iii) Consolidated Statements of Changes in Stockholders' Equity for each of the three years ended December 31, 1994, 1993 and 1992; and (iv) Consolidated Statements of Cash Flows for each of the three years ended December 31, 1994, 1993 and 1992. Such financial statements and the notes thereto have been prepared in accordance with generally accepted accounting principles applied on a consistent basis throughout the periods indicated. Each of such statements of financial condition, together with the notes thereto, presents fairly as of its date the financial condition and assets and liabilities of FMB or Merchants. Such statements of operations, statements of stockholders' equity and statements of cash flows, together with the notes thereto, present fairly the results of operations of Merchants for the periods indicated. Subject to the limitations imposed by federal and state laws, and except as disclosed in the FMB Financial Statements, there are no restrictions precluding FMB or Merchants from paying dividends when, as, and if declared by their respective boards of directors. (f) Absence of Undisclosed Liabilities. At December 31, 1994, Merchants and FMB had no obligations or liabilities (contingent or otherwise) of any nature which were not reflected in the FMB Financial Statements as of such date, or disclosed in the notes thereto, except for those which in the aggregate are immaterial or disclosed in Schedules specifically referred to herein. (g) Tax Matters. Merchants and FMB are members of the same "affiliated group," as defined in Section 1504(a)(1) of the Code (collectively, the "FMB Group"). Each member of the FMB Group has filed or caused to be filed or (in the case of returns or reports not yet due) will file all tax returns and reports required to have been filed by or for it before the Effective Time of the Merger, and all information set forth in such returns or reports is or (in the case of such returns or reports not yet due) will be accurate and complete in all material respects. Each member of the FMB Group has paid or made adequate provision in all material respects for or (with respect to returns or reports not yet filed) before the Effective Time of the Merger will pay or make adequate provision for all taxes, additions to tax, penalties, and interest for all periods covered by those returns or reports. Except as disclosed on Schedule H, there are, and at the Effective Time of the Merger will be, no unpaid taxes, additions to tax, penalties, or interest due and payable by any member of the FMB Group or by any other person that are or could become a lien on any asset or otherwise materially adversely affect the business, property or financial condition of any member of the FMB Group. Each member of the FMB Group has collected or withheld, or will collect or withhold before the Effective Time of the Merger, all amounts required to be collected or withheld by it for any taxes, and all such amounts have been, or before the Effective Time of the Merger will have been, paid to the appropriate governmental agencies or set aside in appropriate accounts for future payment when due. Each member of the FMB Group is in material compliance with, and its records contain all applicable information and documents (including, without limitation, properly completed IRS Forms W-9) necessary to comply in all material respects with, all information reporting and tax withholding requirements under federal, state, and local laws, rules, and regulations, and such records identify with specificity all accounts subject to backup withholding under Section 3406 of the Code. The consolidated balance sheets contained in the FMB Financial Statements fully and properly reflect, as of the dates thereof, the aggregate liabilities of the members of the FMB Group for all accrued taxes, additions to tax, penalties and interest in all material respects. For periods ending after December 31, 1994, the books and records of each member of the FMB Group fully and properly reflect its liability for all accrued taxes, additions to tax, penalties and interest. Except as disclosed in Schedule H, no member of the FMB Group has granted (nor is it subject to) any waiver of the period of limitations for the assessment of tax for any currently open taxable period, no tax return or report of any member of the FMB Group is under examination by any taxing authority or the subject of any administrative or judicial proceeding, and no unpaid tax deficiency has been asserted against or with respect to any member of the FMB Group by any taxing authority. No member of the FMB Group has made or entered into, or holds any asset subject to, a consent filed pursuant to Section 341(f) of the Code and the regulations thereunder or a "safe harbor lease" subject to former Section 168(f)(8) of the Code and the regulations thereunder. Schedule H describes all tax elections, consents and agreements affecting any member of the FMB Group. To the knowledge of FMB, no FMB shareholder is a "foreign person" for purposes of Section 1445 of the Code. (h) Options, Warrants and Related Matters. There are no outstanding unexercised options, warrants, calls, commitments or agreements of any character to which FMB or Merchants is a party or by which either of them is bound, calling for the issuance of securities of FMB or Merchants or any security representing the right to purchase or otherwise receive any such security other than the Option Agreements. (i) Property; Leases. FMB and Merchants own (or enjoy use of under capital leases) all property reflected on the FMB Financial Statements as of December 31, 1994 (except personal property sold or otherwise disposed of in the ordinary course of business). All property shown as being owned is owned free and clear of all mortgages, liens, pledges, charges or encumbrances of any nature whatsoever, except those referred to in the notes to the FMB Financial Statements, liens for current taxes not yet due and payable, any unfiled mechanics' liens and such encumbrances and imperfections of title, if any, as are not substantial in character or amount or otherwise materially impair business operations. The leases relating to leased property are valid and subsisting and there does not exist with respect to FMB's or Merchants's obligations thereunder any material default or event or condition which, after notice or lapse of time or both, would constitute a material default thereunder. There is no condemnation proceeding pending or, to the knowledge of FMB or Merchants, threatened which would preclude or impair the use of any property as presently being used in the conduct of the business of FMB or Merchants. The leases are reflected in the FMB Financial Statements. All property and assets material to the business or operations of FMB and Merchants are in an operating condition and state of repair that is fit for their current intended purpose and such property and assets are adequate for the business and operations of FMB and Merchants as currently conducted. No notice of violation of zoning laws, building or fire codes or other statutes, ordinances or regulations relating to the operations of FMB or Merchants has been received by FMB or Merchants. (j) Additional Schedules Furnished to City Holding. In addition to any Schedules furnished to City Holding pursuant to other provisions of this Agreement, FMB and Merchants have previously furnished to City Holding the following Schedules which are correct and complete as of the date hereof: (i) Employees and Affiliates. Schedule I lists (A) name of, current annual salary rates for, and the number of shares of FMB Common Stock owned beneficially by, all present employees of FMB and Merchants who each are presently scheduled to receive a salary in excess of $60,000 during the year ending December 31, 1995; (B) the number of shares of FMB Common Stock owned beneficially by each director of FMB and Merchants; and (C) the names of and the number of shares of FMB Common Stock owned by each person who beneficially owns 5% or more of the outstanding FMB Common Stock. (ii) Certain Contracts. Schedule J lists all notes, bonds, mortgages, indentures, licenses, lease agreements and other contracts and obligations to which FMB or Merchants is a party, except for those entered into by FMB and Merchants in the ordinary course of their respective businesses consistent with their prior practices and that do not involve an amount greater than $100,000. (iii) Employment Contracts and Related Matters. Except in all cases as set forth on Schedule K, neither FMB nor Merchants is a party to (A) any employment contract not terminable at the option of FMB or Merchants without liability; (B) any retirement, stock option, profit sharing or pension plan or thrift plan or agreement or employee benefit plan (as defined in Section 3 of the Employee Retirement Income Security Act of 1974); (C) any management or consulting agreement not terminable at the option of FMB or Merchants without liability; or (D) any union or labor agreement. (iv) Real Estate. Schedule L describes all interests in real property owned, leased or otherwise claimed by FMB or Merchants, including "other real estate owned." (k) Agreements in Force and Effect. All material contracts, agreements, plans, leases, policies and licenses referred to in any Schedule of FMB or Merchants referred to herein are valid and in full force and effect, and neither FMB nor Merchants have breached any material provision of, nor are in default in any material respect under the terms of, any such contract, agreement, lease, policy or license. (l) Legal Proceedings; Compliance with Laws. Except as set forth in Schedule M, there is no legal, administrative, arbitration or other proceeding or governmental investigation pending (including any legal, administrative, arbitration or other proceeding or governmental investigation pending involving a violation of the federal antitrust laws), or, to the knowledge of FMB's or Merchants's management, threatened or probable of assertion, which might result in money damages payable by FMB or Merchants in excess of insurance coverage, which might result in a permanent injunction against FMB or Merchants, which might result in a change in the zoning or building ordinances materially affecting the property or leasehold interests of FMB or Merchants, or which otherwise, either individually or in the aggregate, is likely to have a material adverse affect on the financial condition of FMB or Merchants. Except as set forth in Schedule M, FMB and Merchants have complied in all material respects with any laws, ordinances, requirements, regulations or orders applicable to their respective businesses (including environmental laws, ordinances, requirements, regulations or orders). FMB and Merchants have all licenses, permits, orders or approvals of any federal, state, local or foreign governmental or regulatory body (collectively, "Permits") that are material to or necessary for the conduct of the respective businesses of FMB or Merchants; the Permits are in full force and effect; no violations are or have been recorded in respect of any Permits, nor has either FMB or Merchants received notice of any such violation; and no proceeding is pending or, to the knowledge of FMB or Merchants, threatened or probable of assertion to revise, revoke or limit any Permit. Except as set forth in Schedule M, neither FMB nor Merchants is party to any currently effective agreements or written understandings with the Federal Reserve Board, the West Virginia Board or any other regulatory authority. Neither FMB nor Merchants are subject to any judgment, order, writ, injunction or decree which materially adversely affects, or might reasonably be expected to materially adversely affect, the condition (financial or otherwise) or business of FMB or Merchants or their ability to fulfill their respective obligations pursuant to this Agreement. (m) Employee Benefit Plans. (i) Schedule K includes a correct and complete list of, and City Holding has been furnished a true and correct copy of, (A) all qualified pension and profit-sharing plans, all deferred compensation, consultant, severance, thrift, option, bonus and group insurance contracts and all other incentive, welfare and employee benefit plans, trust, annuity or other funding agreements, and all other agreements that are presently in effect, or have been approved prior to the date hereof, for the benefit of employees or former employees of FMB, Merchants or the dependents or beneficiaries of any employee or former employee of FMB or Merchants, whether or not subject to ERISA (the "Employee Plans"); (B) the most recent actuarial and financial reports prepared or required to be prepared with respect to any Employee Plan; and (C) the most recent annual reports filed with any governmental agency, the most recent favorable determination letter issued by the Internal Revenue Service, and any open requests for rulings or determination letters, that pertain to any such qualified Employee Plan. Schedule K identifies each Employee Plan that is intended to be qualified under Section 401(a) of the Code. With respect to each Employee Plan so identified and except as set forth on Schedule K, the IRS has issued favorable determination letters to such plans to the effect that the forms of such plans (or predecessor plans) satisfy the requirements of Code Section 401(a) and for all years subsequent to the establishment of the plans and up to the Effective Time of the Merger, and with respect to which the FMB's and Merchants's tax returns and the plans' returns on Form 5500 are open to audit, to FMB's and Merchants's knowledge the plans have satisfied, in form and operation, the qualification requirements of Section 401(a) of the Code, and no action that has been taken or not taken with respect to the plans subsequent to such date has had or is reasonably expected to have any adverse impact on the continued qualification of the plans through the Effective Time of the Merger. The IRS has not revoked any letter of determination or opinion letter to which reference is made above, nor has the IRS threatened any such revocation. (ii) Neither FMB, Merchants nor any employee pension benefit plan (as defined in Section 3(2) of ERISA (a "Pension Plan")) maintained or previously maintained by it, has incurred any material liability to the Pension Benefit Guaranty Corporation ("PBGC") or to the Internal Revenue Service with respect to any Pension Plan. There is not currently pending with the PBGC any filing with respect to any reportable event under Section 4043 of ERISA nor has any reportable event occurred as to which a filing is required and has not been made. (iii) Full payment has been made (or proper accruals have been established) of all contributions which are required for periods prior to the Closing Date under the terms of each Employee Plan, ERISA, or a collective bargaining agreement. No accumulated funding deficiency (as defined in Section 302 of ERISA or Section 412 of the Code) whether or not waived, exists with respect to any Pension Plan (including any Pension Plan previously maintained by FMB or Merchants). There is no "unfunded current liability" (as defined in Section 412 of the Code) with respect to any Pension Plan. (iv) No Employee Plan is a "multiemployer plan" (as defined in Section 3(37) of ERISA). Neither FMB nor Merchants has incurred any liability under Section 4201 of ERISA for a complete or partial withdrawal from a multiemployer plan (as defined in Section 3(37) of ERISA). Neither FMB nor Merchants has participated in or agreed to participate in, a multiemployer plan (as defined in Section 3(37) of ERISA). (v) All Employee Plans that are "employee benefit plans", as defined in Section 3(3) of ERISA, that are maintained by or were previously maintained by FMB or Merchants comply and have been administered in compliance in all material respects with ERISA and all other legal requirements, including the terms of such plans, collective bargaining agreements and securities laws. Neither FMB nor Merchants have any material liability under any such plan that is not reflected in the FMB Financial Statements. (vi) No prohibited transaction has occurred with respect to any Employee Plan that is an "employee benefit plan" (as defined in Section 3(3) of ERISA) maintained by FMB or Merchants or any "employee benefit plan" previously maintained by FMB or Merchants that would result, directly or indirectly, in material liability under ERISA or in the imposition of a material excise tax under Section 4975 of the Code. (vii) Schedule K identifies each Employee Plan that is an "employee welfare benefit plan" (as defined in Section 3(1) of ERISA) and which is funded. The funding under each such plan does not exceed the limitations under Section 419A(b) or 419A(c) of the Code. Neither FMB nor Merchants are subject to taxation on the income of any such plan or any such plan previously maintained by FMB or Merchants. (viii) Schedule K identifies the method of funding (including any individual accounting) for all post-retirement medical or life insurance benefits for the employees of FMB and Merchants. Schedule K also discloses the funded status of these Employee Plans. (ix) FMB and Merchants are the only trades or businesses which are, or have ever been, treated as a single employer for employee benefit purposes under ERISA and the Code. (n) Insurance. All policies or binders of fire, liability, product liability, workmen's compensation, vehicular and other insurance held by or on behalf of FMB or Merchants are described on Schedule N and are valid and enforceable in accordance with their terms, are in full force and effect, and insure against risks and liabilities to the extent and in the manner customary for the industry and are deemed appropriate and sufficient by FMB and Merchants. Neither FMB nor Merchants is in default with respect to any provision contained in any such policy or binder and has not failed to give any notice or present any claim under any such policy or binder in due and timely fashion. Neither FMB nor Merchants has received notice of cancellation or non-renewal of any such policy or binder. Neither FMB nor Merchants has knowledge of any inaccuracy in any application for such policies or binders, any failure to pay premiums when due or any similar state of facts that might form the basis for termination of any such insurance. Neither FMB nor Merchants has knowledge of any state of facts or of the occurrence of any event that is reasonably likely to form the basis for any material claim against it not fully covered (except to the extent of any applicable deductible) by the policies or binders referred to above. Neither FMB nor Merchants has received notice from any of their respective insurance carriers that any insurance premiums will be materially increased in the future or that any such insurance coverage will not be available in the future on substantially the same terms as now in effect. (o) Loan Portfolio. FMB has no loans outstanding. Each loan outstanding on the books of Merchants is reflected correctly in all material respects by the loan documentation, was made in the ordinary course of business, was not known to be uncollectible at the time it was made, and was made in accordance with Merchants's standard loan policies in effect at the time the loans were made. The records of Merchants regarding all loans outstanding on its books are accurate in all material respects. The reserves for possible loan losses on the outstanding loans of Merchants and the reserves for other real estate owned by Merchants as reflected in the FMB Financial Statements, have been established in accordance with generally accepted accounting principles and with the requirements of the Office of the Comptroller of the Currency, and in the best judgment of the management of Merchants, are adequate to absorb all material known and anticipated loan losses in the loan portfolio of Merchants, and any losses associated with other real estate owned or held by Merchants. Except as identified on Schedule O, no loan in excess of $200,000 has been classified as of the date hereof by Merchants or regulatory examiners as "Other Loans Specifically Mentioned", "Substandard", "Doubtful" or "Loss". Except as identified on Schedule O, each loan reflected as an asset on the FMB balance sheets is, to the knowledge of FMB and Merchants, the legal, valid and binding obligation of the obligor and any guarantor, subject to bankruptcy, insolvency, fraudulent conveyance and other laws of general applicability relating to or affecting creditor's rights and to general equity principles, and no defense, offset or counterclaim has been asserted with respect to any such loan which if successful would have a material adverse effect on the financial condition, results of operations or business of FMB or Merchants. (p) Absence of Changes. Except as set forth in Schedule P, since December 31, 1994, there has not been any material adverse change in the condition (financial or otherwise), aggregate assets or liabilities, earnings or business of FMB or Merchants. Since such date the business of FMB and Merchants has been conducted only in the ordinary course. (q) Brokers and Finders. Except for Merchants's engagement of Baxter Fentriss and Company, neither FMB nor Merchants, nor any of their respective officers, directors or employees have employed any broker or finder or incurred any liability for any brokerage fees, commissions or finders' fees in connection with the transaction contemplated herein. (r) Reports. For the past five years, FMB and Merchants have filed all reports and statements, together with any amendments required to be made with respect thereto, that were required to be filed with (i) the Securities and Exchange Commission (the "SEC"); (ii) the Federal Reserve Board; (iii) the West Virginia Board; and (iv) any other governmental or regulatory authority or agency having jurisdiction over their operations. Each of such reports and documents, including the financial statements, exhibits and schedules thereto, which was filed with the SEC was in form and substance in compliance with the 1933 Act or the Securities Exchange Act of 1934 (the "1934 Act"), as the case may be. None of such reports or statements, or any amendments thereto, contains any statement which, at the time and in the light of the circumstances under which it was made, was false or misleading with respect to any material fact necessary in order to make the statements contained therein not false or misleading. (s) Environmental Matters. For purposes of this subsection, the following terms shall have the indicated meaning: "Environmental Law" means any federal, state or local law, statute, ordinance, rule, regulation, code, license, permit, authorization, approval, consent, order, judgment, decree, injunction or agreement with any governmental entity relating to (i) the protection, preservation or restoration of the environment (including, without limitation, air, water vapor, surface water, groundwater, drinking water supply, surface soil, subsurface soil, plant and animal life or any other natural resource), and/or (ii) the use, storage, recycling, treatment, generation, transportation, processing, handling, labeling, production, release or disposal of Hazardous Substances. The term "Environmental Law" includes without limitation (i) the Comprehensive Environmental Response, Compensation and Liability Act, as amended, 42 U.S.C. Section 9601, et seq; the Resource Conservation and Recovery Act, as amended, 42 U.S.C. Section 6901, et seq; the Clean Air Act, as amended, 42 U.S.C. Section 7401, et seq; the Federal Water Pollution Control Act, as amended, 33 U.S.C. Section 1251, et seq; the Toxic Substances Control Act, as amended, 15 U.S.C. Section 9601, et seq; the Emergency Planning and Community Right to Know Act, 42 U.S.C. Section 11001, et seq; the Safe Drinking Water Act, 42 U.S.C. Section 300f, et seq; and all comparable state and local laws, and (ii) any common law (including without limitation common law that may impose strict liability) that may impose liability or obligations for injuries or damages due to, or threatened as a result of, the presence of or exposure to any Hazardous Substance. "Hazardous Substance" means any substance presently listed, defined, designated or classified as hazardous, toxic, radioactive or dangerous, or otherwise regulated, under any Environmental Law, whether by type or by quantity, including any material containing any such substance as a component. Hazardous Substances include without limitation petroleum or any derivative or by-product thereof, asbestos, radioactive material, and polychlorinated biphenyls. "Loan Portfolio Properties and Other Properties Owned" means those properties owned or operated by FMB or Merchants or any of their subsidiaries, including those properties serving as collateral for any loans made by FMB or Merchants. To the knowledge of FMB and Merchants, except as set forth in Schedule Q, (i) neither FMB nor Merchants has been or is in violation of or liable in any material respect under any Environmental Law; (ii) none of the Loan Portfolio Properties and Other Properties Owned has been or is in violation of or liable in any material respect under any Environmental Law; and (iii) there are no actions, suits, demands, notices, claims, investigations or proceedings pending or threatened relating to the liability of the Loan Portfolio Properties and Other Properties Owned under any Environmental Law, including without limitation any notices, demand letters or requests for information from any federal or state environmental agency relating to any such liabilities under or violations of Environmental Law, except for such violations and liabilities, and actions, suits, demands, notices, claims, investigations or proceedings, which would not individually or in the aggregate have a material adverse effect on the financial condition, results of operations or business of FMB or Merchants. (t) Community Reinvestment Act. FMB and Merchants have no reason to believe that the transactions contemplated by this Agreement will not be approved by all required regulatory authorities for reasons related to compliance by FMB or Merchants with the Community Reinvestment Act of 1977 (12 U.S.C. 2901 et. seq.) ("CRA"). Merchants received at least a "satisfactory" CRA rating as of its last CRA examination and has no reason to believe that its CRA rating will be downgraded on or before the Closing Date. (u) Disclosure. Except to the extent of any subsequent correction or supplement with respect thereto furnished prior to the date hereof, all written statements, certificates, schedules, lists and other written information furnished by or on behalf of FMB or Merchants at any time to City Holding in connection with this Agreement are true and correct in all material respects. Each document delivered or to be delivered by FMB or Merchants to City Holding is or will be a true and complete copy of such document, unmodified except by another document delivered by FMB or Merchants. 3.2 Representations and Warranties of City Holding. City Holding, to the extent applicable, represent and warrant to FMB and Merchants as follows: (a) Organization, Standing and Power. City Holding is a corporation duly organized, validly existing and in good standing under the laws of West Virginia and has all requisite corporate power and authority to own, lease and operate its properties, to effect the Merger and to carry on its business as now being conducted. City Holding has delivered to FMB complete and correct copies of (i) the Articles of Incorporation of City Holding and all amendments thereto to the date hereof, and (ii) the Bylaws of City Holding as amended to the date hereof. (b) Capital Structure. As of December 31, 1994, the authorized capital stock of City Holding consisted of 500,000 shares of preferred stock, par value $25.00 per share none of which were issued and outstanding, and 10,000,000 shares of common stock, par value $2.50 per share, of which 3,780,477 shares of common stock were issued and outstanding. All of such issued and outstanding shares of common stock were validly issued, fully paid and nonassessable at such date and all of such shares issued since December 31, 1991, were issued in all material respects in compliance with the Securities Act of 1933, as amended. (c) Authority. Subject to the approval of the Plan of Merger by the shareholders of City Holding, the execution and delivery of this Agreement and the consummation of the transactions contemplated hereby have been duly and validly authorized by all necessary action on the part of City Holding, and this Agreement is a valid and binding obligation of City Holding, enforceable in accordance with its terms. The execution and delivery of this Agreement, the consummation of the transactions contemplated hereby and compliance by City Holding with any of the provisions hereof will not (i) conflict with or result in a breach of any provision of City Holding's Articles of Incorporation or Bylaws or a default (or give rise to any right of termination, cancellation or acceleration) under any of the terms, conditions or provisions of any note, bond, mortgage, indenture, license, agreement or other instrument or to which City Holding is a party, or by which either of them or any of their properties or assets may be bound; or (ii) violate any order, writ, injunction, decree, statute, rule or regulation applicable to City Holding or any of their properties or assets. No consent or approval by any government authority, other than compliance with applicable federal and state corporate, securities and banking laws, and regulations of the Federal Reserve Board and the West Virginia Board is required in connection with the execution and delivery by City Holding of this Agreement or the consummation by City Holding of the Merger, or by the Plan of Merger. (d) Financial Statements. City Holding has delivered to FMB copies of the following financial statements of City Holding (the "City Holding Financial Statements"): (i) Consolidated Balance Sheets as of December 31, 1994, 1993 and 1992; (ii) Consolidated Statements of Income for each of the three years ended December 31, 1994, 1993 and 1992; (iii) Consolidated Statements of Changes in Stockholders' Equity for each of the three years ended December 31, 1994, 1993 and 1992; and (iv) Consolidated Statements of Cash Flows for each of the three years ended December 31, 1994, 1993 and 1992. Such consolidated financial statements and the notes thereto have been prepared in accordance with generally accepted accounting principles applied on a consistent basis throughout the periods indicated. Each of such consolidated balance sheets, together with the notes thereto, presents fairly as of its date the financial condition and assets and liabilities of City Holding. The consolidated statements of income, statements of changes in shareholders' equity and statements of cash flows, together with the notes thereto, present fairly the consolidated results of operations of City Holding and its consolidated subsidiaries for the periods indicated. (e) Absence of Undisclosed Liabilities. At December 31, 1994, City Holding and its consolidated subsidiaries had no material liabilities of any nature which were not reflected on the City Holding Financial Statements or disclosed in the notes thereto at such date except for those which individually or in the aggregate are immaterial. (f) Absence of Changes. Since December 31, 1994, there has not been any material adverse change in the condition (financial or otherwise), aggregate assets or liabilities, earnings or business of City Holding as reflected on its consolidated financial statements as of such date and for the year then ended. (g) Brokers and Finders. Neither City Holding nor any of its officers, directors or employees has employed any broker or finder or incurred any liability for any brokerage fees, commissions or finders' fees in connection with the Merger. (h) Subsidiaries; Ownership of FMB Common Stock. City Holding's subsidiaries are The City National Bank of Charleston, First State Bank & Trust, Bank of Ripley, Peoples Bank of Point Pleasant, Home National Bank of Sutton, Blue Ridge Bank, Peoples State Bank, City Financial Corporation, City Mortgage Corporation, Hinton Financial Corporation and the First Nation Bank of Hinton. Such corporations are duly organized, validly existing and in good standing under the laws of their jurisdiction of incorporation and have all requisite corporate power and authority to own, lease and operate their properties and to carry on their business as now being conducted. City Holding currently owns 2,000 shares of FMB Common Stock. (i) Reports. Since its date of organization, City Holding has filed all reports and statements, together with any amendments required to be made with respect thereto, that were required to be filed with (i) the SEC; (ii) the Federal Reserve Board; (iii) the West Virginia Board; and (iv) any other governmental or regulatory authority or agency having jurisdiction over their operations. Each of such reports and documents, including the financial statements, exhibits and schedules thereto, which was filed with the SEC was in form and substance in compliance with the 1933 Act or the 1934 Act, as the case may be. No such report or statement, or any amendments thereto, contains any statement which, at the time and in the light of the circumstances under which it was made, was false or misleading with respect to any material fact necessary in order to make the statements contained therein not false or misleading. (j) Tax Matters. City Holding has filed or caused to be filed or (in the case of returns or reports not yet due) will file all tax returns and reports required to have been filed by or for it before the Effective Time of the Merger, and all information set forth in such returns or reports is or (in the case of such returns or reports not yet due) will be accurate and complete in all material respects. City Holding has paid or made adequate provision in all material respects for or (with respect to returns or reports not yet filed) before the Effective Time of the Merger will pay or make adequate provision for all taxes, additions to tax, penalties, and interest for all periods covered by those returns or reports. The consolidated balance sheets of City Holding fully and properly reflect, as of the dates thereof, all liabilities aggregate liabilities for accrued taxes, additions to tax, penalties and interest in all material respects. Except as disclosed in Schedule R, no tax return or report of City Holding is under examination by any taxing authority or subject of any administrative or judicial proceeding, and no unpaid tax deficiency has been asserted against City Holding by any taxing authority. (k) Options, Warrants and Related Matters. As of the date of this Agreement, there are no outstanding unexercised options, warrants, calls, commitments or agreements of any character to which City Holding is a party or by which it is bound, calling for the issuance of securities of City Holding or any security representing the right to purchase or otherwise receive such security, except for any rights pursuant to City Holding's shareholder rights plan. (l) Property; Leases. City Holding owns (or enjoys use of under capital leases) all property reflected on its financial statements as of December 31, 1994 (except property sold or otherwise disposed of in the ordinary course of business). All property shown as being owned is owned free and clear of all mortgages, liens, pledges, charges or encumbrances of any nature whatsoever, except those referred to in the notes to the financial statements, liens for current taxes not yet due and payable, any unfiled mechanics' liens and such encumbrances and imperfections of title, if any, as are not substantial in character or amount or otherwise materially impair business operations. (m) Legal Proceedings; Compliance with Laws. There is no legal, administrative, arbitration or other proceeding or governmental investigation pending (including any legal, administrative, arbitration or other proceeding or governmental investigation pending involving a violation of the federal antitrust laws), or, to the knowledge of City Holding, threatened or probably of assertion, which might result in money damages payable by City Holding in excess of insurance coverage, which might result in a permanent injunction against City Holding, which might result in a change in the zoning or building ordinances materially affecting the property or leasehold interests of City Holding or which otherwise, either individually or in the aggregate, is likely to have a material adverse affect on the financial condition of City Holding. City Holding has complied in all material respects with any laws, ordinances, requirements, regulations or orders applicable to their respective businesses (including environmental laws, ordinances, requirements, regulations or orders). Except as set forth in Schedule S, City Holding has all licenses, permits, orders or approvals of any federal, state, local or foreign governmental or regulatory body that are material to or necessary for the conduct of its business. All of such permits are in full force and effect; no violations are or have been recorded in respect of any permits. City Holding has not entered into any agreements or written understandings with the Federal Reserve Board, the West Virginia Board or any other regulatory authority. City Holding is not subject to any judgment, order, writ, injunction or decree which materially adversely affects, or might reasonably be expected to materially adversely affect, the condition (financial or otherwise) or business of City Holding or its ability to fulfill its obligations pursuant to this Agreement. (n) Employee Benefit Plans. Neither City Holding nor any employee pension benefit plan (as defined in Section 3(2) of ERISA) maintained or previously maintained by it, has incurred any material liability to the PBGC or to the Internal Revenue Service. There is not currently pending with the PBGC any filing with respect to any reportable event under Section 4043 of ERISA nor has any reportable event occurred as to which a filing is required and has not been made. Full payment has been made (or proper accruals have been established) of all contributions which are required for periods prior to the Closing Date under the terms of each employee plan, ERISA, or a collective bargaining agreement of City Holding. No accumulated funding deficiency (as defined in Section 302 of ERISA or Section 412 of the Code) whether or not waived, exists with respect to any pension plan of City Holding. There is no "unfunded current liability" (as defined in Section 412 of the Code) with respect to any pension plan of City Holding. (o) Loan Portfolio. Each loan outstanding on the books of City Holding or any City Holding subsidiary is reflected correctly in all material respects by the loan documentation, was made in the ordinary course of business, was not known to be uncollectible at the time it was made, and was made in accordance with standard loan policies in effect at the time the loans were made. The reserves for possible loan losses on such loans and the reserves for other real estate owned by City Holding or any City Holding subsidiary have been established in accordance with generally accepted accounting principles and with the requirements of the West Virginia Board or any other regulatory authority and, in the best judgment of management of City Holding, are adequate to absorb all material known and anticipated loan losses in the loan portfolios of City Holding and its subsidiaries, and any losses associated with other real estate owned or held by City Holding and its subsidiaries. (p) Environmental Matters. There are no actions, suits, demands, notices, claims, investigations or proceedings pending or threatened relating to the liability under any Environmental Law (as defined in Section (t) of Article III) including, without limitation, any notices, demand letters or requests for information from any federal or state environmental agency relating to any such liabilities under or violations of Environmental Law, except for such violations and liabilities, and actions, suits, demands, notices, claims, investigations or proceedings, which would not individually or in the aggregate have a material adverse effect on the financial condition, results of operations or business of City Holding. (q) Community Reinvestment Act. City Holding has no reason to believe that the transactions contemplated by this Agreement will not be approved by all required regulatory authorities for reasons related to compliance with the CRA. Each subsidiary of City Holding to which the CRA applies received at least a "satisfactory" CRA rating as of its last CRA examination and City Holding has no reason to believe that any such CRA ratings will be downgraded on or before the Closing Date. (r) Disclosure. Except to the extent of any subsequent correction or supplement with respect thereto furnished prior to the date hereof, all written statements, certificates, schedules, lists and other written information furnished by or on behalf of City Holding at any time to FMB or Merchants in connection with this Agreement are true and correct in all material respects. Each document delivered or to be delivered by City Holding to FMB or Merchants is or will be a true and complete copy of such document, unmodified except by another document delivered by City Holding. ARTICLE IV Conduct Prior to Effective Time of the Merger 4.1 Access to Records and Properties of City Holding, FMB and Merchants. Between the date of this Agreement and the Effective Time of the Merger, each of City Holding, on the one hand, and FMB and Merchants, on the other, agree to give to the other reasonable access to all its premises and books and records and to cause its officers to furnish the other with such financial and operating data and other information with respect to the business and properties as the other shall from time to time request for the purposes of verifying the warranties and representations set forth herein, preparing the Registration Statement (as defined in Section 4.2) and applicable regulatory filings and preparing consolidated financial statements of FMB as of a date prior to the Effective Time of the Merger in order to facilitate City Holding in performance of its post-Closing Date financial reporting requirements; provided, that any such investigation shall be conducted in such manner as not to interfere unreasonably with the operation of the respective business of the other. City Holding, FMB and Merchants shall each maintain the confidentiality of all confidential information furnished to them by the other parties hereto concerning the business, operations, and financial condition of the party furnishing such information, and shall not use any such information except in furtherance of the Merger. If this Agreement is terminated, each party hereto shall promptly return all documents and copies of, and all workpapers containing, confidential information received from the other party hereto. The obligations of confidentiality under this Section 4.1 shall survive any such termination of this Agreement and shall remain in effect, except to the extent that (a) one party shall have directly or indirectly acquired the assets and business of the other party; (b) as to any particular confidential information with respect to one party, such information (i) shall become generally available to the public other than as a result of an unauthorized disclosure by the other party or (ii) was available to the other party on a nonconfidential basis prior to its disclosure by the first party; or (c) disclosure by any party is required by subpoena or order of a court of competent jurisdiction or by order of a regulatory authority of competent jurisdiction. 4.2 Registration Statement; Proxy Statement; Shareholder Approval. Each of City Holding and FMB will duly call and will hold a meeting of shareholders as soon as practicable for the purpose of approving the Merger, and in connection therewith will recommend to and actively encourage shareholders that they vote in favor of the Merger and will comply fully with the provisions of the West Virginia Corporation Act, the 1933 Act and the 1934 Act and the rules and regulations of the SEC under such acts, and their respective articles of incorporation and bylaws relating to the call and holding of a meeting of shareholders for such purpose. City Holding and FMB will jointly prepare the proxy statement-prospectus to be used in connection with such meeting (the "Proxy Statement-Prospectus") and City Holding will prepare and file with the SEC a Registration Statement on Form S-4 (the "Registration Statement"), of which such Proxy Statement-Prospectus shall be a part, and use its best efforts promptly to have the Registration Statement declared effective. In connection with the foregoing, City Holding will comply with the requirements of the 1933 Act and the 1934 Act and the rules and regulations of the SEC under such Acts with respect to the offering and sale of City Holding Common Stock in connection with the Merger and with all applicable state Blue Sky and securities laws. The notices of such meetings and the Proxy Statement-Prospectus shall not be mailed to FMB or City Holding shareholders until the Registration Statement shall have become effective under the 1933 Act. FMB covenants that none of the information supplied by FMB, and City Holding covenants that none of the information supplied by City Holding, for inclusion in the Proxy Statement-Prospectus will, at the time of the mailing of the Proxy Statement-Prospectus to FMB and City Holding shareholders, contain any untrue statement of a material fact nor will any such information omit any material fact required to be stated therein or necessary in order to make the statements therein, in light of the circumstances in which they were made, not misleading; and at all times subsequent to the time of the mailing of the Proxy Statement-Prospectus, including the date of the meetings of FMB and City Holding shareholders to which the statement relates and the Effective Time of the Merger, none of such information in the Proxy Statement-Prospectus, as amended or supplemented, will contain an untrue statement of a material fact or omit any material fact required to be stated therein in order to make the statements therein, in light of the circumstances in which they were made, not misleading. 4.3 Operation of the Business of FMB and Merchants. FMB and Merchants agree that from the date hereof to the Effective Time of the Merger, they will operate their respective businesses substantially as presently operated and only in the ordinary course, and, consistent with such operation, they will use their best efforts to preserve intact its present business organizations and relationships with persons having business dealings with them. Without limiting the generality of the foregoing, FMB and Merchants agree that they will not, without the prior written consent of City Holding, unless consistent with past practices and in the ordinary course of business (i) make any material change in the compensation or title of any executive officer; (ii) make any material change in the compensation or title of any other employee, other than those permitted by current employment policies in the ordinary course of business, any of which changes shall be promptly reported to City Holding; (iii) enter into any new bonus, incentive compensation, deferred compensation, profit sharing, thrift, retirement, pension, group insurance or other benefit plan or (except as otherwise specifically contemplated in this Agreement) any employment or consulting agreement or amend any such plan or agreement to increase the benefits accruing or payable thereunder; (iv) create or otherwise become liable with respect to any indebtedness for money borrowed or purchase money indebtedness except in the ordinary course of business; (v) amend FMB's Amended Articles of Incorporation, Merchants's Articles of Association, or their Bylaws except as may be necessary to consummate the Merger or give effect to the Option Agreement; (vi) issue or contract to issue any shares of FMB capital stock or securities exchangeable for or convertible into capital stock other than pursuant to the Option Agreement; (vii) purchase any shares of FMB capital stock; (viii) enter into or assume any material contract or obligation, except in the ordinary course of business; (ix) waive any right of substantial value; (x) propose or take any other action which would make any representation or warranty in Section 3.1 hereof untrue; (xi) change securities portfolio policies; (xii) enter into any new agreement, amendment or endorsement or make any changes relating to insurance coverage, including coverage for its directors and officers, which would result in an additional payment obligation of $200,000 or more; or (xiii) propose or take any action with respect to the closing of any branches. FMB and Merchants further agree that, between the date of this Agreement and the Effective Time of the Merger, they will consult and cooperate with City Holding regarding (i) loan portfolio management, including management and work-out of nonperforming assets, and credit review and approval procedures, and (ii) securities portfolio and funds management, including management of interest rate risk. 4.4 No Solicitation. Unless and until this Agreement shall have been terminated pursuant to its terms, neither FMB, Merchants nor any of their respective officers, directors, representatives, agents or affiliates shall, directly or indirectly, encourage, solicit or initiate discussions or negotiations (with any person other than City Holding) concerning any merger, sale of substantial assets, tender offer, sale of shares of stock or similar transaction involving FMB or Merchants or disclose, directly or indirectly, any information not customarily disclosed to the public concerning FMB or Merchants, afford to any other person access to the properties, books or records of FMB or Merchants or otherwise assist any person preparing to make or who has made such an offer, or enter into any agreement with any third party providing for a business combination transaction, equity investment or sale of significant amount of assets. The foregoing shall not prevent FMB from considering competing offers if, in the opinion of counsel to FMB, the fiduciary duty FMB's directors owe to its shareholders requires them to do so. FMB or Merchants will promptly communicate to City Holding the terms of any proposal which either of them may receive in respect to any of the foregoing transactions. 4.5 Dividends. FMB agrees that in 1995 it will declare and pay only regular quarterly cash dividends at a rate no greater than the rate declared and paid with respect to the corresponding quarter of 1994 and at the same time dividends were declared and paid in 1994, provided that the quarter in which the Merger is effective, shareholders of FMB will be paid either the FMB or City Holding dividend. 4.6 Regulatory Filings. City Holding and FMB shall jointly prepare all regulatory filings required to consummate the transactions contemplated by the Agreement, and the Plan of Merger and submit the filings for approval with the Federal Reserve Board and the West Virginia Board as soon as practicable after the date hereof. City Holding and FMB shall use their best efforts to obtain approvals of such filings. 4.7 Tax Opinion. City Holding and FMB shall each use their best efforts to obtain the tax opinion referred to in paragraph (e) of Section 5.1 and paragraph (f) of Section 5.2 hereof. 4.8 Public Announcements. Each party will consult with the other before issuing any press release or otherwise making any public statements with respect to the Merger and shall not issue any press release or make any such public statement prior to such consultations except as may be required by law. 4.9 Transactions in City Holding Common Stock. Other than the issuance of City Holding Common Stock upon the exercise of stock options granted pursuant to employee benefit plans of City Holding or in connection with the operation in the ordinary course of City Holding's dividend reinvestment plan and 401(k) and Profit Sharing Plan, none of City Holding, FMB, Merchants or the directors and executive officers of any of them will purchase, sell or otherwise acquire or dispose of any shares of City Holding Common Stock during the period of calculation of the City Holding Stock Price. 4.10 City Holding Rights Agreement. City Holding agrees that any rights issued pursuant to the Rights Agreement adopted by it in 1991 shall be issued with respect to each share of City Holding Common Stock issued pursuant to the terms hereof and the Plan of Merger, regardless whether there has occurred a Distribution Date under the terms of such Rights Agreement prior to the occurrence of the Effective Time of the Merger. 4.11 Accounting Treatment. City Holding and FMB shall use their best efforts to cause the Merger to be accounted for as a "pooling of interests." 4.12 Agreement as to Efforts to Consummate. Subject to the terms and conditions of this Agreement, each of City Holding and FMB agrees to use all reasonable efforts to take, or cause to be taken, all actions, and to do, or cause to be done, all things necessary, proper or advisable under applicable laws and regulations to consummate and make effective, as soon as practicable after the date of this Agreement, the transactions contemplated by this Agreement, including, without limitation, using reasonable effort to lift or rescind any injunction or restraining order or other order adversely affecting the ability of the parties to consummate the transactions contemplated herein. Each of City Holding and FMB shall use its best efforts to obtain consents of all third parties and governmental bodies necessary or desirable for the consummation of the transactions contemplated by this Agreement. 4.13 Adverse Changes in Condition. City Holding and FMB each agrees to give written notice promptly to the other concerning any material adverse change in its condition from the date of this Agreement until the Effective Time that might adversely affect the consummation of the transactions contemplated hereby or upon becoming aware of the occurrence or impending occurrence of any event or circumstance which would cause or constitute a material breach of any of the representations, warranties or covenants of such party contained herein. Each of City Holding and FMB shall use its best efforts to prevent or promptly to remedy the same. 4.14 Updating of Schedules. From the date of execution of this Agreement until the consummation of the Merger, FMB agrees to keep up to date all of the Schedules hereto and to provide notification to the other of any changes or additions or events which have caused, or after the lapse of time may cause, any such change or addition in any of the Schedules hereto. ARTICLE V Conditions of Merger 5.1 Conditions of Obligations of City Holding. The obligations of City Holding to perform this Agreement are subject to the satisfaction of the following conditions unless waived by City Holding. (a) Representations and Warranties; Performance of Obligations; No Adverse Change. The representations and warranties of FMB and Merchants set forth in Section 3.1 hereof shall be true and correct in all material respects as of the date of this Agreement and as of the Effective Time of the Merger as though made on and as of the Effective Time of the Merger; FMB and Merchants shall have performed in all material respects all obligations required to be performed by them under this Agreement prior to the Effective Time of the Merger; there shall have occurred no material adverse change in the condition (financial or otherwise), assets, liabilities, properties or business of FMB or Merchants from December 31, 1994 to the Effective Time of the Merger; and City Holding shall have received a certificate of authorized officers of FMB to such effects. (b) Authorization of Merger. All action necessary to authorize the execution, delivery and performance of this Agreement and the consummation of the transactions contemplated herein (including the shareholder action referred to in Section 4.2) shall have been duly and validly taken by the boards of directors of FMB and Merchants, and by the shareholders of FMB and City Holding and FMB shall have full power and right to merge on the terms provided herein. (c) Opinion of Counsel. City Holding shall have received an opinion or opinions of Bowles, Rice, McDavid, Graff and Love, special counsel to FMB and Merchants, or other counsel reasonably satisfactory to City Holding, dated the Closing Date and reasonably satisfactory to counsel to City Holding to the effect that: (i) FMB is a corporation organized and in good standing under the laws of West Virginia and has all requisite corporate power to own, lease and operate its properties and to carry on its business as now being conducted as described in the Registration Statement and Proxy Statement- Prospectus; (ii) Merchants is a national banking association organized and in good standing under the laws of the United States and has all requisite corporate power to own, lease and operate its properties and to carry on its business as now being conducted as described in the Registration Statement and Proxy Statement Prospectus; (iii) FMB and Merchants have full power to carry out the transactions provided for in the Agreement; all corporate and other proceedings required to be taken by or on the part of FMB and Merchants to authorize them to execute and deliver the Agreement and to consummate the transactions contemplated thereby and by the Plan of Merger have been duly and validly taken; the Agreement has been duly and validly authorized, executed and delivered by FMB and Merchants and constitutes a valid and binding obligation of FMB and Merchants enforceable in accordance with its terms except as same (A) may be limited by bankruptcy, insolvency, reorganization or other similar laws relating to the rights of creditors, and (B) is subject to general principles of equity (regardless of whether such enforceability is considered in a proceeding in equity or law); and the Plan of Merger has been approved by the Board of Directors and the shareholders of FMB; (iv) All outstanding shares of FMB Common Stock to be exchanged for shares of City Holding Common Stock at the Effective Time of the Merger have been duly authorized and are validly issued, fully paid and nonassessable; (v) To the knowledge of such counsel, except as disclosed in Section 3.1(h) of the Agreement, FMB is not a party to or bound by any outstanding option or agreement to sell, issue, buy or otherwise dispose of or acquire any shares of FMB Common Stock or other security of FMB or any shares of Merchants common stock or other security of Merchants other than pursuant to the Option Agreement; (vi) Execution and delivery by FMB and Merchants of the Agreement, consummation by FMB and Merchants of the transactions contemplated hereby, and compliance by FMB and Merchants with the provisions hereof will not conflict with or result in a breach of any provision of the Amended Articles of Incorporation, Articles of Association, or Bylaws of FMB or Merchants, as applicable, or, a default (or give rise to rights of termination, cancellation or acceleration) under the terms, conditions, or provisions of any note, bond, mortgage, indenture, license, agreement or any other instrument or listed in Schedule J (such counsel having no knowledge of any item called for by such schedule which is not disclosed therein), or violate any court order, writ, injunction or decree applicable to FMB or Merchants or any of their properties or assets, of which such counsel has knowledge after making inquiry with respect thereto; (vii) Such counsel does not know of any litigation that is pending or threatened which might result in money damages payable by FMB or Merchants in excess of insurance coverage, which might result in a permanent injunction against FMB or Merchants or which, individually or in the aggregate, otherwise might have a material adverse effect on FMB or Merchants or the transactions contemplated by this Agreement; (viii) Such counsel does not know of any default under, or the occurrence of any event which with the lapse of time, action or inaction by a third party would result in a default under any outstanding indenture, contract or agreement listed in Schedule J to the Agreement (such counsel having no knowledge of any item called for by such Schedule which is not disclosed therein) or under any governmental license or permit or a breach of any provision of the Amended Articles of Incorporation, Articles of Association, or Bylaws of FMB or Merchants, as applicable; (ix) All legal obligations of FMB or Merchants pertaining to consummation of the Merger under the laws of West Virginia and the United States, including receipt of all regulatory approvals required to be obtained by FMB or Merchants, other than the filing of the Articles of Merger relating to the Merger with the Secretary of State of West Virginia and the completion of all legal obligations not the responsibility of FMB or Merchants pursuant to this Agreement, have been completed to the satisfaction of such counsel in all material respects; (x) On the basis of facts within their knowledge, such counsel have no reason to believe that (except as to financial statements and other financial data, or as to material relating to, and supplied by, City Holding for inclusion in the Proxy Statement-Prospectus as to which no belief need be expressed) the Proxy Statement-Prospectus (as amended or supplemented, if so amended or supplemented) contained any untrue statement of a material fact or omitted any material fact required to be stated therein or necessary in order to make the statements therein, in light of the circumstances under which they were made, not misleading as of (A) the time the Registration Statement became effective, (B) the time of the meeting of FMB shareholders referred to in Section 4.2 of the Agreement, (C) the time of the meeting of City Holding Shareholders referred to in Section 4.2 of the Agreement, or (D) at the Closing Date (the matters set forth in this subsection (xi) may be addressed in a separate letter of such counsel addressed to City Holding). (d) Registration Statement. The Registration Statement shall be effective under the 1933 Act and City Holding shall have received all state securities laws or "blue sky" permits and other authorizations or there shall be exemptions from registration requirements necessary to offer and issue the City Holding Common Stock in connection with the Merger, and neither the Registration Statement nor any such permit, authorization or exemption shall be subject to a stop order or threatened stop order by the SEC or any state securities authority. (e) Tax Opinion. City Holding shall have received, in form and substance reasonably satisfactory to it, an opinion of Hunton & Williams, dated as of the Closing Date, to the effect that, for federal income tax purposes, consummation of the Merger will constitute a "reorganization" as defined in Section 368(a) of the Code and no taxable gain will be recognized by City Holding or FMB upon consummation of the Merger. (f) Regulatory Approvals. All required approvals from federal and state regulatory authorities having jurisdiction to permit City Holding to consummate the Merger and to issue City Holding Common Stock to FMB shareholders shall have been received and all related waiting periods shall have expired, all applicable federal and state laws governing the Merger shall have been complied with and there shall not be in any order or decree of any regulatory authority any condition or requirement reasonably deemed objectionable to City Holding. (g) Affiliate Letters. Each person listed on Schedule M shall have executed and delivered a commitment and undertaking to the effect that such shareholder will dispose of the shares of City Holding Common Stock received by him in connection with the Merger only in accordance with the provisions of paragraph (d) of Rule 145; (ii) such shareholder will not dispose of any of such shares until City Holding has received an opinion of counsel acceptable to it that such proposed disposition will not violate the provisions of any applicable securities laws; (iii) that they will not sell or reduce their risk with respect to the City Holding shares acquired in the Merger until after the publication of combined financial results covering 30 days of combined operations; and (iv) the certificates representing said shares may bear a legend referring to the foregoing restrictions. (h) Accounting Treatment. City Holding shall have received, in form and substance satisfactory to it, a letter dated the Effective Date of the Merger from Ernst & Young to the effect that the Merger will qualify for pooling-of-interests accounting treatment. (i) Acceptance by City Holding Counsel. The form and substance of all legal matters contemplated hereby and of all papers delivered hereunder shall be reasonably acceptable to counsel for City Holding. 5.2 Conditions of Obligations of FMB and Merchants. The obligations of FMB and Merchants to perform this Agreement are subject to the satisfaction of the following conditions unless waived by FMB and Merchants: (a) Representations and Warranties; Performance of Obligations; No Adverse Change. The representations and warranties of City Holding set forth in Section 3.2 hereof shall be true and correct in all material respects as of the date of this Agreement and as of the Effective Time of the Merger as though made on and as of the Effective Time of the Merger; City Holding shall have performed all obligations required to be performed by them under this Agreement prior to the Effective Time of the Merger; there shall have occurred no material adverse change in the condition (financial or otherwise), assets, liabilities, properties or business of City Holding from December 31, 1994 to the Effective Time of the Merger; and FMB shall have received a certificate of authorized officers of City Holding to such effects. (b) Authorization of Merger. All action necessary to authorize the execution, delivery and performance of this Agreement by City Holding and the consummation of the transactions contemplated herein (including the shareholder action referred to in Section 4.2) shall have been duly and validly taken by the boards of directors of City Holding and the shareholders of City Holding and FMB, and City Holding shall have full power and right to merge and to acquire and assume on the terms provided herein. (c) Opinion of Counsel. (1) FMB and Merchants shall have received an opinion of Hunton & Williams, special counsel to City Holding dated the Closing Date and reasonably satisfactory to counsel to FMB and Merchants, to the effect that: (i) The shares of City Holding Common Stock to be issued pursuant to the Agreement have been duly registered under the 1933 Act; (ii) All legal obligations of City Holding pertaining to consummation of the Merger under the laws of West Virginia and the United States, including the receipt of all regulatory approvals required to be obtained by City Holding, other than the filing of the Articles of Merger relating to the Merger with the West Virginia Secretary of State and the completion of other legal obligations that are the responsibility of City Holding pursuant to this Agreement, have been completed to the satisfaction of such counsel in all material respects; and (iii) On the basis of facts within their knowledge, such counsel have no reason to believe that (except as to financial statements and other financial data, or as to material relating to, and supplied by, FMB or Merchants for inclusion in the Proxy Statement- Prospectus, as to which no belief need be expressed) the Proxy Statement- Prospectus (as amended or supplemented, if so amended or supplemented) contained any untrue statement of a material fact or omitted any material fact required to be stated therein or necessary in order to make the statements therein, in light of the circumstances under which they were made, not misleading (A) as of the time the Registration Statement became effective; (B) as of the time of the special meeting of shareholders of FMB mentioned in Section 4.2 of the Agreement; (C) as of the time of the special meeting of shareholders of City Holding mentioned in Section 4.2 of the Agreement; or (D) as of the Closing Date. (2) FMB and Merchants shall have received an opinion of Steptoe & Johnson, general counsel to City Holding, dated the Closing Date and satisfactory in form and substance to counsel to FMB and Merchants to the effect that: (i) City Holding is a corporation organized and in good standing under the laws of West Virginia and have all requisite corporate power to own, lease and operate their respective properties and to carry on their respective business as now being conducted as described in the Registration Statement and Proxy Statement-Prospectus; (ii) City Holding has full power to carry out the transactions provided for in the Agreement; all corporate and other proceedings required to be taken by or on the part of City Holding to authorize them to execute and deliver the Agreement and to consummate the transactions contemplated thereby and by the Plan of Merger have been duly and validly taken; the Agreement has been duly and validly authorized, executed and delivered by City Holding and constitutes a valid and binding obligation of City Holding enforceable in accordance with its terms except as same (A) may be limited by bankruptcy, insolvency, reorganization or other similar laws relating to the rights of creditors; and (B) is subject to general principles of equity (regardless of whether such enforceability is considered in a proceeding in equity or law); the Plan of Merger has been approved by the Board of Directors and shareholders of City Holding, respectively; and the shares of City Holding Common Stock to be issued in the Merger in exchange for shares of FMB Common Stock have been duly authorized and when so issued will be validly issued, fully paid and nonassessable. (iii) All outstanding shares of City Holding Common Stock have been duly authorized and are validly issued, fully paid and nonassessable; and (iv) Execution and delivery by City Holding of the Agreement, consummation by City Holding of the transactions contemplated thereby, and compliance by City Holding with the provisions thereof will not conflict with or result in a breach of any provisions of either City Holding's Articles of Incorporation, or either of their Bylaws or a default (or give rise to rights or termination, cancellation or acceleration) under any of the terms, conditions or provisions of any note, bond, mortgage, indenture, license, agreement or any other instrument or of City Holding or Acquisition known to such counsel, or violate any court order, writ, injunction or decree applicable to City Holding or any of their properties or assets, of which such counsel has knowledge after making inquiry with respect thereto. (v) Such counsel does not know of any litigation that is pending or threatened which might result in money damages payable by City Holding in excess of insurance coverage, which might result in a permanent injunction against City Holding or which, individually or in the aggregate, otherwise might have a material adverse effect on City Holding or the transactions contemplated by this Agreement; (vi) Such counsel does not know of any default under, or the occurrence of any event which with the lapse of time, action or inaction by a third party would result in a default under any material outstanding indenture, contract or agreement or under any governmental license or permit or a material breach of any provision of the Articles of Incorporation, or Bylaws of City Holding; (vii) On the basis of facts within their knowledge, such counsel has no reason to believe that (except as to financial statements and other financial data, or as to material relating to and supplied by, FMB or Merchants for inclusion in the Proxy Statement-Prospectus as to which no belief need be expressed) the Proxy Statement-Prospectus (as amended or supplemented, if so amended or supplemented) contained any untrue statement of a material fact or omitted any material fact required to be stated therein or necessary in order to make the statements therein, in light of the circumstances under which they were made, not misleading as of (A) the time the Registration Statement became effective, (B) the time of the meeting of FMB shareholders referred to in Section 4.2 of the Agreement, (C) the time of the meeting of City Holding shareholders referred to in Section 4.2 of the Agreement, or (D) at the Closing Date. (d) Registration Statement. The Registration Statement shall be effective under the 1933 Act and City Holding shall have received all state securities laws or "blue sky" permits and other authorizations or there shall be exemptions from registration requirements necessary to offer and issue the City Holding Common Stock in connection with the Merger, and neither the Registration Statement nor any such permit, authorization or exemption shall be subject to a stop order or threatened stop order by the SEC or any state securities authority. (e) Regulatory Approvals. All required approvals from federal and state regulatory authorities having jurisdiction to permit City Holding to consummate the Merger and to permit City Holding to issue City Holding Common Stock to FMB shareholders shall have been received and all related waiting periods shall have expired. (f) Tax Opinion. FMB shall have received, in form and substance reasonably satisfactory to it, an opinion of Hunton & Williams to the effect, for federal income tax purposes, that consummation of the Merger will constitute a "reorganization" as defined in Section 368(a) of the Code; that no taxable gain will be recognized by City Holding or FMB upon consummation of the Merger; that no taxable gain will be recognized by a FMB shareholder on the exchange by such shareholder of shares of FMB Common Stock solely for shares of City Holding Common Stock (including any fractional share interest); that the basis of City Holding Common Stock (including any fractional share interest) received in the Merger will be the same as the basis of the FMB Common Stock surrendered in exchange therefor; that the holding period of such City Holding Common Stock (including any fractional share interest) will include the holding period of the FMB Common Stock surrendered in exchange therefor, if such FMB Common Stock is held as a capital asset at the Effective Time of the Merger; and if the Exchange Ratio results in the issuance of a fractional share interest, that a FMB shareholder who receives cash in lieu of a fractional share of City Holding Common Stock will recognize gain or loss equal to any difference between the amount of cash received and the shareholder's basis in the fractional share interest. (g) Fairness Opinion. FMB shall have received the opinion of Baxter Fentriss and Company that the consideration to be received pursuant to the Agreement is fair from a financial point of view to the shareholders of FMB. (h) Acceptance by FMB's and Merchants's Counsel. The form and substance of all legal matters contemplated hereby and of all papers delivered hereunder shall be reasonably acceptable to counsel for FMB and Merchants. ARTICLE VI Closing Date; Effective Time of the Merger 6.1 Closing Date. Unless another date or place is agreed to in writing by the parties, the closing of the transactions contemplated in this Agreement shall take place at the offices of City Holding at 3601 MacCorkle Avenue, S.E., Charleston, West Virginia, at 10:00 A.M., local time, on such date as City Holding shall designate to FMB and is reasonably acceptable to FMB; provided, that the date so designated shall not be earlier than 30 days or later than 120 days following the date of the decision of the Federal Reserve Board, whichever decision occurs later, approving the Merger (the "Closing Date"). 6.2 Filings at Closing. Subject to the provisions of Article V, at the Closing Date, City Holding shall cause the Articles of Merger relating to the Merger to be filed in accordance with the West Virginia Business Corporation Act, and each of City Holding and FMB shall take any and all lawful actions to cause the Merger to become effective. 6.3 Effective Time. Subject to the terms and conditions set forth herein, including receipt of all required regulatory approvals, the Merger shall become effective at the later of the time the Articles of Merger relating to the Merger filed are made effective by the West Virginia Secretary of State (the "Effective Time of the Merger"). ARTICLE VII Termination; Survival of Representations Warranties and Covenants; Waiver and Amendment 7.1 Termination. This Agreement shall be terminated, and the Merger abandoned, if (i) the shareholders of FMB shall not have given the approval required by Section 5.1(b) or (ii) the shareholders of City Holding shall not have given the approval required by Section 5.2(b). Notwithstanding such approval by such shareholders, this Agreement may be terminated in writing at any time prior to the Effective Time of the Merger by: (a) The mutual consent of City Holding and FMB, as expressed by their respective boards of directors; (b) Either City Holding or FMB, as expressed by their respective boards of directors, after December 31, 1995; (c) By City Holding in writing authorized by its Board of Directors if FMB or Merchants has, or by FMB in writing authorized by its Board of Directors if City Holding has, in any material respect, breached (i) any covenant or agreement contained herein, or (ii) any representation or warranty contained herein, in any case if such breach has not been cured by the earlier of 30 days after the date on which written notice of such breach is given to the party committing such breach or the Closing Date; provided that it is understood and agreed that either party may terminate this Agreement on the basis of any such material breach of any representation or warranty contained herein notwithstanding any qualification therein relating to the knowledge of the other party; (d) Either City Holding or FMB, as expressed by their respective boards of directors, in the event that any of the conditions precedent to the obligations of such party to consummate the Merger have not been satisfied or fulfilled or waived by the party entitled to so waive on or before the Closing Date, provided that neither party shall be entitled to terminate this Agreement pursuant to this subparagraph (d) if the condition precedent or conditions precedent which provide the basis for termination can reasonably be and are satisfied within a reasonable period of time, in which case, the Closing Date shall be appropriately postponed; (e) City Holding or FMB, if the Board of Directors of either Corporation shall have determined in their sole discretion, exercised in good faith, that the Merger has become inadvisable or impracticable by reason of the threat or the institution of any litigation, proceeding or investigation to restrain or prohibit the consummation of the transactions contemplated by this Agreement or to obtain other relief in connection with this Agreement; (f) City Holding or FMB, if any of the Federal Reserve Board or the West Virginia Board deny approval of the Merger and the time period for all appeals or requests for reconsideration has run; (g) City Holding, if holders of more than 10% of the outstanding shares of FMB Common Stock exercise their rights to an appraisal of their shares pursuant to Sections 31-1-122 and 31-1-123 of the West Virginia Corporation Act in connection with the Merger; (h) FMB, if (i) the average closing sales price of City Holding Common Stock as reported by the National Association of Securities Dealers Automated Quotation System ("NASDAQ") for the 20 trading days following the later of (a) the receipt of Federal Reserve Board approval of the Merger and (b) the date on which the shareholders of FMB approve the merger, is less than $22.80 per share, and (ii) City Holding and FMB cannot agree on an amendment to the Exchange Ratio; (i) City Holding, if (i) the average closing sales price of City Holding Common Stock as reported by NASDAQ for the 20 trading days following the later of (a) the receipt of Federal Reserve Board approval of the Merger and (b) the date on which the shareholders of FMB approve the merger, is greater than $34.20 per share, and (ii) City Holding and FMB cannot agree on an amendment to the Exchange Ratio; and 7.2 Effect of Termination. In the event of the termination and abandonment of this Agreement and the Merger pursuant to Section 7.1, this Agreement, other than the provisions of Sections 4.1 (last sentence) and 8.3, 9.1, shall become void and have no effect, without any liability on the part of any party or its directors, officers or shareholders. 7.3 Survival of Representations, Warranties and Covenants. The respective representations and warranties, covenants and agreements (except for those contained in Sections 1.1, 1.2, 1.3, 1.4, 1.5, 2.1, 2.2, 2.3, 2.4, 4.1 (last sentence), 7.3, 8.2, 8.3, 8.4, 9.1, 9.2, 9.3, 9.4, 9.5 and 9.6, which shall survive the effectiveness of the Merger) of City Holding, Merchants and FMB contained herein shall expire with, and be terminated and extinguished by, the effectiveness of the Merger and shall not survive the Effective Time of the Merger. 7.4 Waiver and Amendment. Any term or provision of this Agreement may be waived in writing at any time by the party which is, or whose shareholders are, entitled to the benefits thereof and this Agreement may be amended or supplemented by written instructions duly executed by all parties hereto at any time, whether before or after the meeting of FMB and City Holding shareholders referred to in Section 4.2 hereof, except statutory requirements and requisite approvals of shareholders and regulatory authorities. ARTICLE VIII Additional Covenants 8.1 Registration Statement. City Holding, FMB and Merchants acknowledge and agree that the Merger is a transaction to which the 1933 Act is applicable. Each of the parties agrees to comply with the provisions of the 1933 Act and all rules and regulations of the SEC promulgated pursuant to the 1933 Act and cooperate in connection with the preparation and filing by City Holding of a Registration Statement under the 1933 Act relating to the Merger. City Holding, FMB and Merchants agree (a) to give their respective authorized representatives complete access to the books, records and files of the other party at any reasonable time for the purpose of preparing such Registration Statement and Proxy Statement; (b) to provide the other party upon request such information relating to their businesses and financial condition, as shall be appropriate in connection with the preparation of said Registration Statement and Proxy Statement; and (c) to submit to the other party for its prior approval all press releases or other oral or written statements made or issued which relate to the Merger in any manner. 8.2 Employee Benefits. All employees of FMB and Merchants immediately prior to the Effective Time of the Merger who are employed by FMB and Merchants following the Effective Time of the Merger ("Transferred Employees") will be covered by City Holding's employee benefit plans with eligibility based on their length of service, compensation, job classification, and position with FMB and Merchants. City Holding's benefits plans will recognize for purposes of eligibility to participate and for vesting, all Transferred Employees' service with FMB and Merchants, subject to applicable break in service rules. Eligible employees of FMB and Merchants shall be permitted to contribute funds distributed on any termination of FMB or Merchants benefit plans to similar City Holding benefit plans. 8.3 Operations after Closing. For at least five years after the Effective Time of the Merger, unless otherwise approved by a majority of continuing directors of Merchants, Merchants will remain a separately incorporated bank operated under the name "Merchants National Bank". All branches of Merchants will remain in operation following the Effective Time of the Merger except the Kanawha City branch of Merchants located at 4315 MacCorkle Avenue, S.E. in Charleston, West Virginia and the Bradford Street branch of Merchants located at 200 Bradford Street in Charleston, West Virginia both of which shall be consolidated into City National Bank at the Effective Time or as soon as practicable thereafter. Following the Effective Time of the Merger, the Directors of Merchants shall continue as Directors and Merchants for at least five years following the Effective Time of the Merger unless removed for cause and shall continue to receive Board fees at least equal to the Board fees such persons received immediately prior to the Effective Time of the Merger. In addition, for at least five years following the Effective Time of the Merger, except with the approval of the continuing directors of Merchants, no employee of Merchants as of the date of this Agreement may be terminated without cause and no change will be made in the compensation levels, fringe benefits or similar arrangements of such employees. As used in this Section, "cause" shall mean dishonesty, fraud or gross abuse of authority in the performance of duty or breach of fiduciary duty. 8.4 Indemnification. City Holding shall indemnify, and advance expenses (including legal fees and expenses) in matters that may be subject to indemnification to, persons who served as directors and officers of FMB and Merchants on or before the Effective Time of the Merger with respect to liabilities and claims (and related expenses) made against them resulting from their service as such prior to the Effective Time of the Merger in accordance with and subject to the requirements and other provisions of City Holdings' Articles of Incorporation and Bylaws in effect on the date of this Agreement and applicable provisions of law to the same extent as City Holding is obliged thereunder to indemnify and advance expenses to its own directors and officers with respect to liabilities and claims made against them resulting from their service as such to City Holding. 8.5 City Holding Agreement with George Davis. From the Effective Date of the Merger until his retirement, George F. Davis will serve as Executive Vice President of City Holding at annual compensation and benefits not less than his current compensation package with FMB and Merchants. City Holding agrees that when Mr. Davis retires on his seventieth birthday, City Holding will retain him in a consulting capacity for three years and will pay him an annual consulting fee equal to 50% of his annual salary in effect at the time of his retirement. ARTICLE IX Miscellaneous 9.1 Expenses. Each party hereto shall bear and pay the costs and expenses incurred by it relating to the transactions contemplated hereby, provided, however, that if either party hereto terminates this Agreement pursuant to Sections 7.1(c) or 7.1(d) without the consent of the other party hereto, such terminating party shall pay to the other party $50,000 cash within 10 business days of such other party's receipt of the terminating party's written notice of termination. 9.2 Entire Agreement. This Agreement contains the entire agreement among City Holding, FMB and Merchants with respect to the Merger and the related transactions and supersedes all prior arrangements or understandings with respect thereto. 9.3 Descriptive Headings; Recitals. The descriptive headings and recitals contained in this Agreement are for convenience only and shall not control or affect the meaning or construction of any provisions of this Agreement. 9.4 Notices. All notices or other communications which are required or permitted hereunder shall be in writing and sufficient if delivered personally or sent by registered or certified mail, postage prepaid, addressed as follows: If to City Holding: City Holding Company 3601 MacCorkle Avenue, S.E. Charleston, West Virginia 25304 Attention: Mr. Steven J. Day Copy to: Lathan M. Ewers, Jr. Hunton & Williams Riverfront Plaza, East Tower 951 East Byrd Street Richmond, Virginia 23219 If to FMB or Merchants: First Merchants Bancorp, Inc. Fourth Avenue and Washington Street Montgomery, West Virginia 25136 Attention: George F. Davis, Chief Executive Officer Copy to: Deborah A. Sink Bowles, Rice, McDavid, Graff & Love 16th Floor Commerce Square P.O. Box 1386 Charleston, West Virginia 25325-1386 9.5 Counterparts. This Agreement may be executed in any number of counterparts, and each such counterpart hereof shall be deemed to be an original instrument, but all such counterparts together shall constitute one agreement. 9.6 Governing Law. Except as may otherwise be required by the laws of the United States, this Agreement shall be governed by and construed in accordance with the laws of West Virginia. IN WITNESS WHEREOF, each of the parties hereto have caused this Agreement to be executed on their behalf and their corporate seals affixed and attested by their officers thereunto duly authorized, all as of the day and year first above written. CITY HOLDING COMPANY By Its President and Chief Executive Officer FIRST MERCHANTS BANCORP, INC. By Its MERCHANTS NATIONAL BANK By Its Exhibit A PLAN OF MERGER OF FIRST MERCHANTS BANCORP, INC. INTO CITY HOLDING COMPANY Section 1. First Merchants Bancorp, Inc., a West Virginia corporation ("FMB"), upon the time that the Articles of Merger are made effective by the Secretary of State of West Virginia (the "Effective Time of the Merger"), be merged (the "Merger") into City Holding Company, a West Virginia corporation ("City Holding"), with the result that City Holding shall be the surviving corporation (the "Surviving Corporation"). Section 2. Conversion of Stock. At the Effective Time of the Merger: (i) Each share of FMB Common Stock ("FMB Common Stock") issued and outstanding immediately prior to the Effective Time of the Merger, other than shares held by City Holding or in the treasury of FMB and other than Dissenting Shares (as hereinafter defined), and which, under the terms of Section 3 of this Plan of Merger, is to be converted into and exchangeable for Common Stock of City Holding ("City Holding Common Stock") shall be converted into 1.60 shares of City Holding Common Stock. (ii) Each share of FMB Common Stock issued and outstanding immediately prior to the Effective Time of the Merger and held by City Holding or in the treasury of FMB shall be canceled. Section 3. Manner of Conversion of FMB Common Stock. The manner in which outstanding shares of FMB Common Stock shall be converted into City Holding Common Stock, as specified in Section 2 hereof, after the Effective Time of the Merger, shall be as follows: (i) Each share of FMB Common Stock, other than shares held by City Holding or in the treasury of FMB and other than Dissenting Shares, shall be converted into 1.60 shares of City Holding Common Stock. (ii) No fractional shares of City Holding Common Stock shall be issued, but instead the value of fractional shares shall be paid in cash (less all applicable withholding taxes), as determined in accordance with Section 2.4 of the Agreement (defined below). (iii) Certificates for shares of FMB Common Stock shall be submitted for exchange for City Holding Common Stock accompanied by a Letter of Transmittal to be furnished within five business days after the Effective Time of the Merger to FMB's shareholders of record as of the Effective Time of the Merger. Until so surrendered, each outstanding certificate which, prior to the Effective Time of the Merger, represented FMB Common Stock, shall be deemed to evidence only the right to receive 1.60 shares of City Holding Common Stock. Until such outstanding shares formerly representing FMB Common Stock are so surrendered, no dividend payable to holders of record of City Holding Common Stock as of any date subsequent to the Effective Time of the Merger shall be paid to the holder of such outstanding certificates in respect thereof. Upon such surrender, dividends accrued or declared on City Holding Common Stock shall be paid in accordance with Section 2.2 of the Agreement and Plan of Reorganization dated as of March 14, 1995, among City Holding, FMB and Merchants National Bank (the "Agreement"). Section 4. Dissenting Shares. Notwithstanding anything in this Plan of Merger to the contrary, shares of FMB Common Stock which are issued and outstanding immediately prior to the Effective Time of the Merger and which are held by a shareholder who has the right (to the extent such right is available by law) to demand and receive payment of the fair value of his shares of FMB Common Stock pursuant to Sections 13-1-122 and 13-1-123 of the West Virginia Corporation Act (the "Dissenting Shares") shall be canceled and shall not be converted into or by exchangeable for the right to receive the consideration provided in Section 2 of this Plan of Merger, unless and until such holder shall fail to perfect his right to dissent or shall have effectively withdrawn or lost such right under the West Virginia Corporation Act, as the case may be. If such holder shall have so failed to perfect or shall have effectively withdrawn or lost such right, his shares of FMB Common Stock shall thereupon be deemed to have been converted into, at the Effective Time of the Merger, the right to receive 1.60 shares of City Holding Common Stock. Section 5. Articles of Incorporation, Bylaws and Directors of the Surviving Company. At and following the Effective Time of the Merger, there shall be no change caused by the Merger in the Articles of Incorporation (except any change caused by the filing of Articles of Merger relating to the Merger), By-laws, or Board of Directors of the Surviving Company. Section 6. Effect of the Merger. The Merger, upon the Effective Time of the Merger, shall have the effect provided by Section 31-1-37 of the West Virginia Corporation Act. SCHEDULE R City Holding Tax Matters None. EX-11 3 EXHIBIT 11 EXHIBIT 11 COMPUTATION OF EARNINGS PER SHARE The following formula was used to calculate the earnings per share in Exhibit 13(a), page 17, Consolidated Statements of Income of the Annual Report to Shareholders of City Holding Company for the year ended December 31, 1994, included in this report. Ratio Calculation Earnings Per Share Net Income Weighted Average Shares of Common Stock Outstanding for the period YEAR ENDED DECEMBER 31 1994 1993 1992 Weighted Average Shares Outstanding 3,772,638 3,762,783 3,779,502 Net Income (in thousands) $ 6,959 $ 6,432 $ 5,904 Per Share Amount $ 1.85 $ 1.71 $ 1.56 No Common Stock equivalents exist and therefore primary and fully- diluted earnings per share are the same. EX-13 4 EXHIBIT 13(A) FINANCIAL REPORT 7 SELECTED FINANCIAL DATA 8 TWO YEAR SUMMARY OF COMMON STOCK PRICES AND DIVIDENDS 8-20 MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS 21 REPORT OF INDEPENDENT AUDITORS 22-25 CONSOLIDATED FINANCIAL STATEMENTS 26-39 NOTES TO CONSOLIDATED FINANCIAL STATEMENTS 40 BANK DIRECTORS 41 HOLDING COMPANY DIRECTORS/ AFFILIATE PRESIDENTS & HOLDING COMPANY MANAGEMENT 42 MAP OF SUBSIDIARY LOCATIONS SELECTED FINANCIAL DATA TABLE ONE FINANCIAL SUMMARY (in thousands, except per share data) FIVE YEAR SUMMARY 1994 1993 1992 1991 1990 SUMMARY OF OPERATIONS TOTAL INTEREST INCOME $ 55,148 $ 48,216 $ 43,527 $ 42,870 $ 41,110 TOTAL INTEREST EXPENSE 22,242 19,547 18,878 21,927 23,682 NET INTEREST INCOME 32,906 28,669 24,649 20,943 17,428 PROVISION FOR LOAN LOSSES 953 1,341 2,222 1,272 898 TOTAL OTHER INCOME 4,647 3,004 1,897 1,797 1,789 TOTAL OTHER EXPENSES 26,448 20,951 15,909 14,957 12,477 INCOME BEFORE INCOME TAXES 10,152 9,381 8,415 6,511 5,842 NET INCOME 6,959 6,432 5,904 4,373 4,173 PER SHARE DATA (1) NET INCOME $ 1.85 $ 1.71 $ 1.56 $ 1.16 $ 1.11 CASH DIVIDENDS DECLARED (2) .59 .56 .49 .42 .35 BOOK VALUE PER SHARE 15.05 14.80 13.88 12.82 11.98 AVERAGE BALANCE SHEET SUMMARY TOTAL LOANS $ 448,924 $ 362,313 $ 274,455 $ 239,305 $ 206,552 SECURITIES 222,466 221,463 193,626 181,415 186,488 DEPOSITS 640,900 554,035 446,429 406,055 377,012 LONG-TERM DEBT 6,252 4,387 508 373 1,817 STOCKHOLDERS' EQUITY 57,925 54,459 50,458 46,771 43,669 TOTAL ASSETS 754,409 636,842 514,206 467,242 444,735 AT YEAR END NET LOANS $ 489,395 $ 407,990 $ 324,078 $ 252,072 $ 223,277 SECURITIES 196,377 241,637 208,075 189,508 184,137 DEPOSITS 651,264 617,333 526,315 418,888 395,340 LONG-TERM DEBT 6,875 5,875 4,000 NONE 1,725 STOCKHOLDERS' EQUITY 56,869 55,834 52,317 48,200 45,185 TOTAL ASSETS 780,526 707,078 597,370 480,921 462,613 SELECTED RATIOS RETURN ON AVERAGE ASSETS .92% 1.01% 1.15% .94% .94% RETURN ON AVERAGE EQUITY 12.01 11.81 11.70 9.35 9.56 AVERAGE EQUITY TO AVERAGE ASSETS 7.68 8.55 9.81 10.01 9.82 DIVIDEND PAYOUT RATIO (2) 27.06 33.33 31.97 33.37 30.15
(1) ALL PER SHARE DATA HAVE BEEN RESTATED TO REFLECT A 10% STOCK DIVIDEND EFFECTIVE JANUARY, 1995 AND AUGUST, 1992. (2) CASH DIVIDENDS AND THE RELATED PAYOUT RATIO ARE BASED ON HISTORICAL RESULTS OF THE COMPANY AND DO NOT INCLUDE CASH DIVIDENDS OF ACQUIRED SUBSIDIARIES PRIOR TO THE DATES OF CONSUMMATION. The company acquired 100% of the common stock of the Buffalo Bank of Eleanor (Buffalo) in December 1992 for cash. In 1993, certain other purchase acquisitions were consummated by City Holding. As more fully discussed in NOTE THREE of the audited Consolidated Financial Statements, these acquisitions were accounted for using the purchase method of accounting. Accordingly, the results of operations of the purchased subsidiaries are included in the information presented above from the date of acquisition forward, and prior year balance sheets have not been restated for such transactions. 7 TWO YEAR SUMMARY OF COMMON STOCK PRICES AND DIVIDENDS MARKET PRICE RANGE* CASH DIVIDENDS PER SHARE* LOW HIGH 1994 FOURTH QUARTER $ .15 $ 27.00 $35.00 THIRD QUARTER .15 28.18 31.82 SECOND QUARTER .15 23.64 31.82 FIRST QUARTER .15 24.55 31.82 1993 FOURTH QUARTER $ .15 $ 25.91 $30.45 THIRD QUARTER .15 23.18 30.45 SECOND QUARTER .14 20.00 26.82 FIRST QUARTER .14 18.64 21.59 *ALL PER SHARE DATA HAVE BEEN RESTATED TO REFLECT A 10% STOCK DIVIDEND EFFECTIVE JANUARY, 1995. CASH DIVIDENDS REPRESENT AMOUNTS DECLARED BY THE COMPANY AND DO NOT INCLUDE CASH DIVIDENDS OF ACQUIRED SUBSIDIARIES PRIOR TO THE DATES OF ACQUISITION. THE COMPANY'S COMMON STOCK IS INCLUDED ON THE NASDAQ NATIONAL MARKET SYSTEM UNDER THE SYMBOL CHCO. THE TABLE SETS FORTH THE CASH DIVIDENDS PAID PER SHARE AND INFORMATION REGARDING THE MARKET PRICES PER SHARE OF THE COMPANY'S COMMON STOCK FOR THE PERIOD INDICATED.THE PRICE RANGES ARE BASED ON TRANSACTIONS AS REPORTED ON THE NASDAQ NATIONAL MARKET SYSTEM. AT DECEMBER 31, 1994, THERE WERE 1,771 STOCKHOLDERS OF RECORD. SEE NOTE NINE OF THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS FOR A DISCUSSION OF RESTRICTIONS ON SUBSIDIARY DIVIDENDS. MANAGEMENT'S DISCUSSION & ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS CITY HOLDING COMPANY City Holding Company (the Company), a West Virginia corporation headquartered in Charleston, commenced operations in November 1983. The Company currently has eight banking subsidiaries, and three non-banking subsidiaries. All of the subsidiaries are wholly-owned. In addition to the Company's periodic filings with the SEC, each of its subsidiary banks are subject to certain regulatory guidelines at the applicable federal and state level. As such, the banks are routinely examined by these regulatory bodies and certain information is required to be submitted to them each quarter. The Company operates retail and consumer-oriented community banks that emphasize personal service. At December 31, 1994, the Company had total assets of $781 million, total deposits of $651 million and total stockholders' equity of $57 million. The Company's principal subsidiary bank is The City National Bank of Charleston (City National), which was organized in 1957 and had $272 million in total assets at December 31, 1994. Through its main office, City National serves the Kanawha City section of Charleston and municipalities and rural areas east of the city. City National also operates full service branch banks in downtown Charleston, western Charleston, the South Hills district of Charleston, St. Albans and Cross Lanes. The Charleston metropolitan area served by City National is the largest in West Virginia, with a population of approximately 270,000. The state's capital city, Charleston, is served by three interstate highways and the area's economy is diverse and strong in relation to the economy of the state as a whole. A service center, Charleston provides governmental, medical, financial and other services for the entire state. Major chemical companies and educational institutions also contribute to the local economy. The Company completed its acquisition of The Peoples Bank of Point Pleasant (Point Pleasant) in June 1987. Point Pleasant, a state-chartered bank organized in 1965, conducts a general banking business through its main office and two branch offices located in Mason County, West Virginia, which has a population of approximately 27,000. The Mason County economy primarily consists of dairy and crop farming industries. Point Pleasant had total assets of $103 million at December 31, 1994. In September 1988, the Company acquired First State Bank & Trust of Rainelle, West Virginia (Rainelle). Rainelle, a state-chartered bank incorporated in 1973, operates a full-service bank and two branch offices in Greenbrier County, West Virginia. In 1994, the Company acquired the remaining 33% of the First National Bank-Beckley which was subsequently merged into Rainelle. This merger expanded Rainelle into Beckley (Raleigh County), West Virginia by adding two additional branches. The Greenbrier County economy is primarily supported by the mining, timber and farming industries. Raleigh County is primarily supported by the mining, retail and government industries. Rainelle had total assets of $74 million at December 31, 1994. 8 MANAGEMENT'S DISCUSSION & ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS CITY HOLDING COMPANY (CONTINUED) In October 1988, the Company acquired Bank of Ripley (Ripley). Ripley, a state-chartered institution organized in 1891, is located in Jackson County, West Virginia. Ripley operates a full-service bank with an emphasis on retail or consumer banking. The Jackson County economy is primarily supported by the farming and timber industries. Ripley had $64 million in total assets at December 31, 1994. The Company acquired Home National Bank of Sutton, West Virginia (Home National) in May 1992. Home National, organized in 1909, operates a full service bank and one branch office in Braxton County, West Virginia. The Braxton County economy is primarily supported by the mining, timber, and farming industries. Home National had total assets of $63 million at December 31, 1994. In August 1992, the Company began operations of Blue Ridge Bank (Blue Ridge), a de novo institution chartered as a state nonmember bank. Blue Ridge, a full service bank, is located in Martinsburg, West Virginia. In October 1993, Blue Ridge assumed the insured deposits and purchased certain facilities and an insignificant amount of performing loans of the former Shenandoah Federal Savings Association in a cash transaction with the Resolution Trust Corporation. This acquisition, which added approximately $40 million in deposits, expanded Blue Ridge from two offices to seven, located in Berkeley, Jefferson, Morgan and Grant counties. The economy of Martinsburg and surrounding communities is primarily supported by the wholesale and retail trade, service and government industries. Blue Ridge had total assets of $100 million at December 31, 1994. The Company acquired The Buffalo Bank of Eleanor (Buffalo) in December 1992. Buffalo, a state-chartered bank organized in 1919, operates a full service bank and a branch office in Putnam County, West Virginia. The Putnam County economy consists of agriculture, retail and governmental industries. Buffalo had total assets of $59 million at December 31, 1994. In January, 1995, the Company renamed Buffalo as Peoples State Bank (Peoples Bank) and a new location was opened in Clarksburg, Harrison County, West Virginia. The Company acquired Hinton Financial Corporation and its subsidiary, The First National Bank of Hinton, West Virginia (Hinton) in December 1994. Hinton, organized in 1974, operates a full service bank in Summers County, West Virginia. Summers County is primarily supported by the railroad and government industries. Hinton had total assets of $67 million at December 31, 1994. During 1993, the Company formed two non-banking subsidiaries. City Mortgage Corporation was approved by the Federal Reserve Bank of Richmond to operate as a full service mortgage banking company in December 1993. Headquartered in a suburb of Pittsburgh, Pennsylvania, this company originates, services and sells long-term fixed-rate mortgage loans. City Financial Corporation was approved by the Federal Reserve Bank of Richmond in November 1993 and by the National Association of Securities Dealers in February 1994, to serve as a full service securities brokerage and investment advisory company. City Financial Corporation is headquartered in Charleston, West Virginia with its primary office located in City National's main location. Both of these companies were formed primarily to generate fee income in order to lessen the Company's reliance on net interest margin and to enable the Company to offer a full array of financial services to its customers. Hinton Financial Corporation, the Company's third non-banking subsidiary, owns all of the capital stock of Hinton and does not conduct any other business activities. The Company continually seeks strategic acquisition opportunities for small to medium-sized banks. The Company's acquisition policy has permitted subsidiary banks to operate as separate entities with their historical names and boards of directors. The Company believes that this policy maintains community loyalty to the subsidiary banks and improves operating performance while providing the services and efficiencies of a larger holding company. 9 MANAGEMENT'S DISCUSSION & ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS HIGHLIGHTS AND SUMMARY Return on average assets (ROA), a measure of the effectiveness of asset utilization, was .92% in 1994. Return on average equity (ROE), which measures the return on stockholders' investment, was 12.01% in 1994. The Company's ROA and ROE were 1.01% and 11.81%, respectively, in 1993. Earnings per share for 1994 were $1.85, an increase of approximately 8.2% from the $1.71 per share reported in 1993. The main reason for the increase in earnings per share is increased net interest income, which is principally the result of increased loan volume and continued growth of the Company. The Company reported total assets of $781 million at December 31, 1994 and achieved $7.0 million in net income for the year then ended. Total assets increased 10.5% over the 1993 total of $707 million, roughly half of which increase was the result of the Company's loan growth, as more fully discussed in the Interest-Earning Assets and Interest- Bearing Liabilities section. Net income was up significantly over the $6.4 million and $5.9 million reported for 1993 and 1992, respectively. The acquisition of Hinton was accounted for using the pooling of interests method of accounting. Accordingly, the Company's consolidated financial statements and related notes, as well as the information presented herein, have been restated to include Hinton as though it were acquired at the beginning of the earliest period presented. For further information concerning the 1994 acquisition, see NOTE THREE of the audited Consolidated Financial Statements. This section of the annual report to stockholders discusses and analyzes the consolidated financial condition of the Company, the related consolidated results of its operations, and its cash flows. Table One is a five year summary of selected financial data of the Company. The following sections discuss in more detail information summarized in Table One. INTEREST-EARNING ASSETS AND INTEREST-BEARING LIABILITIES Average interest-earning assets increased $108.6 million from 1993 to 1994 and $113.8 million from 1992 to 1993. These increases are attributable to the loan volume generated by the Company's subsidiary banks, which was accompanied by a comparable increase in deposits and short-term borrowings. A significant part of the increase in net earning assets for 1994 is attributable to the Company's participation in a short-term, whole loan bulk purchasing program. Under the program, the Company purchases from a third party whole loans secured by residential mortgages and insured by an Agency of the United States government. The loans typically have balances of less than $25,000 and are not concentrated geographically. Additionally, the program permits the Company to require the seller to repurchase or replace certain non-performing loans. The loans are generally repurchased from the Company within 30 to 90 days. Although the loans usually are located outside the Company's primary market areas, management believes that these loans pose no greater risk than similar "in-market" loans because of the Company's review of the loans, the credit support associated with the loans, the short duration of the Company's investment and the other terms of the program. The loans are serviced by third parties and the Company earns a fixed rate of return on the loans. The Company earned approximately $1.9 million during 1994 on an average balance of approximately $21.2 million. These loans are being funded through short-term borrowings which consist primarily of securities sold under agreement to repurchase. Average short-term borrowings increased $24.9 million from 1993 to 1994. The average rate paid by the Company for short-term borrowings increased 156 basis points in 1994 due to general increases in market interest rates. Most of the internal growth in deposits has been in response to the Company's service-oriented philosophy and its active involvement in the local communities it serves. The Company also continues to establish additional commercial relationships, with an emphasis on "in-market" lending to businesses owned and operated by established customers. The Company believes its decentralized management style appeals to retail consumers and small businesses. These lending arrangements are in furtherance of the Company's mission of being a high quality service provider retaining strong ties to the local communities in which its subsidiary banks operate. While all subsidiaries have experienced loan growth, Rainelle and Blue Ridge have generated the most loan volume in 1994, with increases of 43% and 198%, respectively. In response to the significant growth in loans, average investment securities had a slight increase of $1.0 million during 1994. The overall yield on investments has decreased from 1993 as a result of a more liquid portfolio and the reinvestment in 1994 of proceeds from matured or called securities during a period of declining market interest rates. Average investment securities increased $27.8 million during 1993 principally because of the increase in deposits and short-term borrowings as well as a reduction in federal funds sold for the same period. Long-term debt, representing obligations of the Parent Company, consists of amounts borrowed to fund the purchase of Buffalo common stock and the related recapitalization of Buffalo, and to provide Blue Ridge with additional capital in connection with its 1993 acquisition of certain assets and deposits of the former Shenandoah Federal Savings Association. For further details with respect to long-term debt, see NOTE EIGHT of the audited Consolidated Financial Statements. 10 MANAGEMENT'S DISCUSSION & ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS TABLE TWO EARNING ASSETS AND INTEREST-BEARING LIABILITIES (in thousands) 1994 1993 1992 AVERAGE YIELD/ AVERAGE YIELD/ AVERAGE YIELD/ BALANCE INTEREST RATE BALANCE INTEREST RATE BALANCE INTEREST RATE EARNING ASSETS: LOANS (1) COMMERCIAL AND INDUSTRIAL $ 128,777 $ 10,912 8.47% $ 101,187 $ 8,687 8.59% $ 66,703 $ 5,972 8.95% REAL ESTATE 211,463 17,301 8.18 158,554 14,183 8.95 108,343 11,067 10.21 CONSUMER OBLIGATIONS 108,684 10,579 9.73 102,572 10,381 10.12 99,409 11,183 11.25 TOTAL LOANS 448,924 38,792 8.64 362,313 33,251 9.18 274,455 28,222 10.28 LOANS HELD FOR SALE 27,655 2,375 8.59 SECURITIES TAXABLE 192,288 12,071 6.28 192,143 12,650 6.58 166,451 12,895 7.75 TAX-EXEMPT (2) 30,178 2,600 8.62 29,320 2,786 9.50 27,175 2,848 10.48 TOTAL SECURITIES 222,466 14,671 6.59 221,463 15,436 6.97 193,626 15,743 8.13 FEDERAL FUNDS SOLD 6,930 194 2.80 13,632 476 3.49 15,566 530 3.40 TOTAL EARNING ASSETS 705,975 56,032 7.94 597,408 49,163 8.23 483,647 44,495 9.20 CASH AND DUE FROM BANKS 21,397 19,292 14,047 BANK PREMISES AND EQUIPMENT 16,323 13,140 9,403 OTHER ASSETS 16,630 12,366 10,089 LESS: ALLOWANCE FOR POSSIBLE LOAN LOSSES (5,916) (5,364) (2,980) TOTAL ASSETS $ 754,409 $ 636,842 $ 514,206 INTEREST-BEARING LIABILITIES: DEMAND DEPOSITS $ 83,587 $ 2,641 3.16% $ 73,965 $ 2,293 3.10% $ 65,136 $ 2,666 4.09% SAVINGS DEPOSITS 221,305 6,861 3.10 189,328 6,338 3.35 125,554 5,217 4.16 TIME DEPOSITS 250,090 10,608 4.24 227,342 10,218 4.49 204,158 10,631 5.21 SHORT-TERM BORROWINGS 42,559 1,687 3.96 17,641 424 2.40 10,605 329 3.10 LONG-TERM DEBT 6,252 445 7.12 4,387 274 6.25 508 35 6.89 TOTAL INTEREST- BEARING LIABILITIES 603,793 22,242 3.68 512,663 19,547 3.81 405,961 18,878 4.65 DEMAND DEPOSITS 85,918 63,400 51,581 OTHER LIABILITIES 6,773 6,320 6,206 STOCKHOLDERS' EQUITY 57,925 54,459 50,458 TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY $ 754,409 $ 636,842 $ 514,206 NET INTEREST INCOME $ 33,790 $ 29,616 $ 25,617 NET YIELD ON EARNING ASSETS 4.79% 4.96% 5.30%
(1) FOR PURPOSES OF THIS TABLE, NONACCRUING LOANS HAVE BEEN INCLUDED IN AVERAGE BALANCES AND LOAN FEES, WHICH ARE IMMATERIAL, HAVE BEEN INCLUDED IN INTEREST INCOME. (2) COMPUTED ON A FULLY FEDERAL TAX-EQUIVALENT BASIS ASSUMING A TAX RATE OF 34% IN ALL YEARS. 11 MANAGEMENT'S DISCUSSION & ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS NET INTEREST INCOME Net interest income, on a fully federal tax-equivalent basis, increased $4.2 million during 1994. The average yield on earning assets decreased from 8.23% in 1993 to 7.94% in 1994, while the average cost of interest-bearing liabilities decreased from 3.81% to 3.68% over this same period. This had the effect of decreasing the net yield on earning assets from 4.96% in 1993 to 4.79% in 1994. The $2.1 million decrease in net interest income due to rate, as shown in Table Three which follows, was coupled with a $6.3 million increase in net interest income due to volume. The major components of this favorable volume change were increased average loans as more fully discussed in the Interest-Earning Assets and Interest-Bearing Liabilities section. Net interest income, on a fully federal tax-equivalent basis, increased $4.0 million in 1993. The $5.8 million increase caused by changes in volume was offset by a $1.8 million decrease in net interest income due to rate. TABLE THREE RATE VOLUME ANALYSIS OF CHANGES IN INTEREST INCOME AND EXPENSE (in thousands) 1994 VS. 1993 1993 VS. 1992 INCREASE (DECREASE) INCREASE (DECREASE) DUE TO CHANGE IN: DUE TO CHANGE IN: VOLUME RATE NET VOLUME RATE NET INTEREST INCOME FROM: LOANS COMMERCIAL AND INDUSTRIAL $ 2,339 $ (114) $ 2,225 $ 2,970 $ (255) $ 2,715 REAL ESTATE 4,411 (1,293) 3,118 4,626 (1,510) 3,116 CONSUMER OBLIGATIONS 604 (406) 198 347 (1,149) (802) TOTAL 7,354 (1,813) 5,541 7,943 (2,914) 5,029 LOANS HELD FOR SALE 2,375 2,375 INVESTMENT SECURITIES TAXABLE 10 (589) (579) 1,839 (2,084) (245) TAX-EXEMPT (1) 80 (266) (186) 215 (277) (62) TOTAL 90 (855) (765) 2,054 (2,361) (307) FEDERAL FUNDS SOLD (201) (81) (282) (67) 13 (54) TOTAL INTEREST-EARNING ASSETS $ 9,618 $ (2,749) $ 6,869 $ 9,930 $ (5,262) $ 4,668 INTEREST EXPENSE ON: DEMAND DEPOSITS $ 303 $ 45 $ 348 $ 330 $ (703) $ (373) SAVINGS DEPOSITS 1,015 (492) 523 2,277 (1,156) 1,121 TIME DEPOSITS 986 (596) 390 1,132 (1,545) (413) SHORT-TERM BORROWINGS 865 398 1,263 182 (87) 95 LONG-TERM DEBT 129 42 171 243 (4) 239 TOTAL INTEREST-BEARING LIABILITIES $ 3,298 $ (603) $ 2,695 $ 4,164 $ (3,495) $ 669 NET INTEREST INCOME $ 6,320 $ (2,146) $ 4,174 $ 5,766 $ (1,767) $ 3,999
(1) FULLY FEDERAL TAXABLE EQUIVALENT USING A TAX RATE OF 34% IN ALL YEARS. THE CHANGE IN INTEREST DUE TO BOTH RATE AND VOLUME HAS BEEN ALLOCATED TO VOLUME AND RATE CHANGES IN PROPORTION TO THE RELATIONSHIP OF THE ABSOLUTE DOLLAR AMOUNTS OF THE CHANGE IN EACH. 12 MANAGEMENT'S DISCUSSION &ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS LIQUIDITY AND INTEREST RATE SENSITIVITY The Company has a strong liquidity position and does not anticipate any material adverse changes in 1994. There are no known trends, demands, commitments or uncertainties that have resulted or are reasonably likely to result in material changes in liquidity. The Company seeks to maintain a strong liquidity position to reduce interest rate risk, which is the susceptibility of assets and liabilities to declines in value as a result of changes in general market interest rates. The Company minimizes this risk through asset and liability management, where the goal is to optimize earnings while managing interest rate risk. The Company measures this interest rate risk through interest sensitivity gap analysis as illustrated in Table Four. At December 31, 1994, the one year period shows a negative gap (liability sensitive) of $328 million. This analysis is a "static gap" presentation and movements in deposit rates offered by the Company's subsidiary banks lag behind movements in the prime rate. Such time lags affect the repricing frequency of many items on the Company's balance sheet. Accordingly, the sensitivity of deposits to changes in market rates may differ significantly from the related contractual terms. Table Four is first presented without adjustment for expected repricing behavior. Then, as presented in the "management adjustment" line, these balances have been notionally distributed over the first three periods to reflect those portions of such accounts that are expected to reprice fully with market rates over the respective periods. The distribution of the balances over the repricing periods represents an aggregation of such allocations by each of the affiliate banks, and is based upon historical experience with their individual markets and customers. Management expects to continue the same pricing methodology in response to the future market rate changes; however, management adjustments may change as customer preferences, competitive market conditions, liquidity, and loan growth change. Also presented in the management adjustment line are loan prepayment assumptions which may differ from the related contractual term of the loans. These balances have been distributed over the four periods to reflect those loans that are expected to be repaid in full prior to their maturity date over the respected period. After management adjustments, Table Four shows a negative gap in the one year period of $137 million. A negative gap position is advantageous when interest rates are falling because interest-bearing liabilities are being repriced at lower rates and in greater volume, which has a positive affect on net interest income. However, when interest rates are rising, this position produces the converse effect. Consequently, the Company has experienced a decline in its net interest margin during the past two years and is somewhat vulnerable to a rapid rise in interest rates in 1995. These declines in net interest margin did not translate into declines in net interest income because of increases in the volume of interest-earning assets. In any event, the Company intends to increase the repricing frequency of interest-earning assets, particularly through variable-rate loan products, to achieve a less volatile gap position. The Company also seeks to maintain adequate liquidity in order to generate sufficient cash flows to fund operations on a timely basis. The Company manages its liquidity position to provide for asset growth and to ensure that the funding needs of depositors and borrowers can be met promptly. The Company does not have a high concentration of volatile funds, and all such funds are invested in assets of comparable maturity to mitigate liquidity concerns. At December 31, 1994, the Parent Company had $6,875,000 in long-term debt outstanding. These funds were used primarily to provide Blue Ridge with additional capital in connection with its 1993 acquisition of the former Shenandoah Federal. Total debt service for the Parent Company in 1995 will approximate $560,000 at current interest rates. Other than long-term debt, the cash needs of the Parent Company consist of routine payroll and benefit expenses of Parent Company personnel, expenses for certain professional services, debt service on affiliate advances and dividends to shareholders. The Parent Company has approximately $6.2 million available for transfer from its subsidiary banks as of January 1, 1995. Subsidiary bank earnings in 1995 through the date of dividend declaration are also available for transfer upstream. Such subsidiary bank dividends are the Parent Company's primary source of cash. Management anticipates that the cash flow requirements of the Parent Company will be adequately met in the normal course of business. For more specific information regarding restrictions on subsidiary dividends, see NOTE NINE to the audited Consolidated Financial Statements. The Company's cash and cash equivalents, represented by cash, due from banks and federal funds sold, is a product of its operating, investing and financing activities. These activities are set forth in the Company's Consolidated Statements of Cash Flows included elsewhere herein. Cash was used in operating activities during 1994 due to the purchases of loans held for sale and was generated from operating activities in 1993 and 1992. Net cash was used in investing activities for each year presented which is indicative of the Company's loan volume over this period and net increases in the investment portfolio. The majority of this loan growth and investment activity was funded by the net cash provided by financing activities, principally in the form of increased interest-bearing deposits. 13 MANAGEMENT'S DISCUSSION & ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS TABLE FOUR INTEREST RATE SENSITIVITY GAPS (in thousands) 1 TO 3 MO. 3 TO 12 MO. 1 TO 5 YRS. OVER 5 YRS. TOTAL ASSETS GROSS LOANS $ 105,619 $ 59,186 $ 249,727 $ 87,824 $ 502,356 LOANS HELD FOR SALE 30,227 0 0 0 30,227 SECURITIES 16,014 19,887 98,799 61,677 196,377 TOTAL INTEREST-EARNING ASSETS 151,860 79,073 348,526 149,501 728,960 LIABILITIES SAVINGS AND NOW ACCOUNTS 308,100 0 0 0 308,100 ALL OTHER INTEREST-BEARING DEPOSITS 76,619 110,180 72,917 2,754 262,470 SHORT-TERM BORROWINGS 57,483 0 0 0 57,483 LONG-TERM BORROWINGS 6,875 0 0 0 6,875 TOTAL INTEREST-BEARING LIABILITIES 449,077 110,180 72,917 2,754 634,928 INTEREST SENSITIVITY GAP $ (297,217) $ (31,107) $ 275,609 $ 146,747 $ (94,032) CUMULATIVE SENSITIVITY GAP $ (297,217) $ (328,324) $ (52,715) $ 94,032 MANAGEMENT ADJUSTMENTS $ 262,434 $ (71,241) $ (181,057) $ (10,136) CUMULATIVE MANAGEMENT ADJUSTED GAP $ (34,783) $ (137,131) $ (42,579) $ 94,032
THE TABLE ABOVE INCLUDES VARIOUS ASSUMPTIONS AND ESTIMATES BY MANAGEMENT AS TO MATURITY AND REPRICING PATTERNS. FUTURE INTEREST MARGINS WILL BE IMPACTED BY BALANCES AND RATES WHICH ARE SUBJECT TO CHANGE PERIODICALLY THROUGHOUT THE YEAR. TABLE FIVE INVESTMENT PORTFOLIO (dollars in thousands) HELD TO AVAILABLE FOR BOOK VALUES AS OF MATURITY SALE DECEMBER 31 1994 1994 1993 1992 U.S. TREASURY AND OTHER U .S. GOVERNMENT CORPORATIONS AND AGENCIES $ 92,372 $ 56,751 $ 193,284 $ 168,821 STATES AND POLITICAL SUBDIVISIONS 32,056 790 33,984 31,769 OTHER 3,669 10,379 14,353 7,467 TOTAL $ 128,457 $ 67,920 $ 241,621 $ 208,057
MATURING WITHIN AFTER ONE BUT AFTER FIVE BUT AFTER ONE YEAR WITHIN FIVE YEARS WITHIN TEN YEARS TEN YEARS AMOUNT YIELD AMOUNT YIELD AMOUNT YIELD AMOUNT YIELD U.S. TREASURY AND OTHER U.S. GOVERNMENT CORPORATIONS AND AGENCIES $ 24,744 6.83% $ 83,565 6.71% $ 39,119 6.47% $ 2,055 6.15% STATE AND POLITICAL SUBDIVISIONS 2,422 11.19 11,586 8.93 16,018 8.10 2,820 8.86 OTHER 8,735 6.11 3,648 7.46 1,665 7.70 0 0.00 TOTAL $ 35,901 6.95% $ 98,799 6.98% $ 56,802 6.97% $ 4,875 7.72%
WEIGHTED AVERAGE YIELDS ON TAX-EXEMPT OBLIGATIONS OF STATES AND POLITICAL SUBDIVISIONS HAVE BEEN COMPUTED ON A FULLY FEDERAL TAX-EQUIVALENT BASIS USING A TAX RATE OF 34%. 14 MANAGEMENT'S DISCUSSION & ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS TABLE SIX LOAN PORTFOLIO (in thousands) DECEMBER 31 1994 1993 1992 1991 1990 COMMERCIAL, FINANCIAL AND AGRICULTURAL $ 137,425 $ 125,568 $ 80,806 $ 76,179 $ 58,180 REAL ESTATE-MORTGAGE 238,231 184,602 141,079 92,539 85,241 INSTALLMENT LOANS TO INDIVIDUALS 129,300 114,110 120,324 97,768 95,434 TOTAL LOANS $ 504,956 $ 424,280 $ 342,209 $ 266,486 $ 238,855
THE COMPANY HAD $15.3 MILLION AND $15.1 MILLION OUTSTANDING IN REAL ESTATE CONSTRUCTION LOANS AT DECEMBER 31, 1994 AND 1993, RESPECTIVELY, THE MAJORITY OF WHICH RELATED TO ONE TO FOUR FAMILY RESIDENTIAL PROPERTIES. REAL ESTATE CONSTRUCTION LOANS WERE NOT MATERIAL IN ALL OTHER PERIODS PRESENTED. THE FOLLOWING TABLE SHOWS THE MATURITY OF LOANS OUTSTANDING AS OF DECEMBER 31, 1994. MATURING AFTER ONE WITHIN BUT WITHIN AFTER ONE YEAR FIVE YEARS FIVE YEARS TOTAL COMMERCIAL, FINANCIAL AND AGRICULTURAL $ 29,233 $ 59,614 $ 47,065 $ 135,912 REAL ESTATE-MORTGAGE 41,122 60,060 141,535 242,717 INSTALLMENT LOANS TO INDIVIDUALS 18,468 92,446 15,413 126,327 TOTAL LOANS $ 88,823 $ 212,120 $ 204,013 $ 504,956
LOANS MATURING AFTER ONE YEAR WITH: FIXED INTEREST RATES $ 273,961 VARIABLE INTEREST RATES 142,172 TOTAL $ 416,133 TABLE SEVEN MATURITY DISTRIBUTION OF CERTIFICATES OF DEPOSITS IN AMOUNTS OF $100,000 OR MORE (dollars in thousands) MATURITIES OF TIME CERTIFICATES OF DEPOSITS OF $100,000 OR MORE OUTSTANDING AT DECEMBER 31, 1994, ARE SUMMARIZED AS FOLLOWS: AMOUNTS PERCENTAGE THREE MONTHS OR LESS $ 11,195 32% OVER THREE MONTHS THROUGH SIX MONTHS 5,727 16 OVER SIX MONTHS THROUGH TWELVE MONTHS 7,540 22 OVER TWELVE MONTHS 10,585 30 TOTAL $ 35,047 100% 15 MANAGEMENT'S DISCUSSION & ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS LOAN LOSS ANALYSIS During 1994, the Company charged-off $1,093,000 of loans that were doubtful as to collection and had recoveries of $393,000. The resulting net charge-offs of $700,000 decreased 34% from that reported in 1993. Net charge- offs increased approximately 15%, or $138,000 in 1993 versus 1992. Approximately half of the 1993 net charge- offs was related to pre-acquisition loans at Buffalo. Net charge-offs as a percent of average total loans decreased 13 basis points when comparing 1994 to 1993. The Company's asset quality continues to compare favorably with that of peer banks. The provision for possible loan losses charged to operations each year is dependent upon many factors, including loan growth, historical charge-off experience, size and composition of the loan portfolio, delinquencies and general economic trends. The provision of $953,000 in 1994 represents .21% of average loans as compared to a $1,341,000 or .37% provision in 1993. The decreased provision for 1994 is primarily due to lower net charge-offs as discussed above. Loan volume has continued to increase in recent years as a result of the Company's more active solicitation of commercial loan business as well as general volume increases applicable to the traditional borrowing segment from which the Company has generated loans in the past. The Company has successfully attracted more commercial customers, while continuing to obtain noncommercial, lower risk collateral such as residential properties. The Company's collateral position with respect to real estate loans has typically been less volatile than its peers, particularly banks located outside of its region where dramatic escalations in real estate values took place in certain prior years. See NOTE FIVE to the audited Consolidated Financial Statements for a discussion of concentrations of credit risk. The allowance for loan losses was $6,017,000 or 1.23% of net loans, as of December 31, 1994, compared to $5,764,000 or 1.41% of net loans in 1993. In management's opinion, the consolidated allowance for loan losses is adequate to provide for any potential losses on existing loans. Nonperforming loans, consisting of nonaccrual, past-due and restructured credits, increased approximately $914,000 in 1994. While the general economy remains soft in certain of the subsidiary banks' market areas, management does not anticipate material loan losses since loan to collateral ratios remain favorable. At December 31, 1994, loans aggregating $529,000 are considered by management to represent possible future credit problems. These loans are generally contractually current, but information is available to management which indicates that serious doubt may exist as to the ability of such borrowers to comply with the present loan repayment terms. The ratio of the allowance for loan losses to nonperforming loans, including potential problem loans, was 131% at December 31, 1994, as compared to 125% and 102% at December 31, 1993 and 1992. Tables Eight, Nine and Ten detail loan performance and analyze the allowance for loan losses. 16 MANAGEMENT'S DISCUSSION &ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS TABLE EIGHT ANALYSIS OF THE ALLOWANCE FOR LOAN LOSSES (in thousands) DECEMBER 31 1994 1993 1992 1991 1990 BALANCE AT BEGINNING OF PERIOD $ 5,764 $ 5,380 $ 2,401 $ 1,929 $ 1,721 CHARGE-OFFS: COMMERCIAL, FINANCIAL AND AGRICULTURAL (300) (684) (244) (302) (270) REAL ESTATE-MORTGAGE (151) (239) (292) (247) (186) INSTALLMENTS LOANS TO INDIVIDUALS (642) (614) (627) (452) (463) TOTALS (1,093) (1,537) (1,163) (1,001) (919) RECOVERIES: COMMERCIAL, FINANCIAL AND AGRICULTURAL 110 58 20 49 77 REAL ESTATE-MORTGAGE 11 218 65 26 50 INSTALLMENT LOANS TO INDIVIDUALS 272 200 155 126 102 TOTALS 393 476 240 201 229 NET CHARGE-OFFS (700) (1,061) (923) (800) (690) PROVISION FOR POSSIBLE LOAN LOSSES 953 1,341 2,222 1,272 898 BALANCE OF ACQUIRED SUBSIDIARY 104 1,680 BALANCE AT END OF PERIOD $ 6,017 $ 5,764 $ 5,380 $ 2,401 $ 1,929 AS A PERCENT OF AVERAGE TOTAL LOANS NET CHARGE-OFFS .16% .29% .34% .33% .33% PROVISION FOR POSSIBLE LOAN LOSSES .21 .37 .81 .53 .43 AS A PERCENT OF NONPERFORMING AND POTENTIAL PROBLEM LOANS ALLOWANCE FOR LOAN LOSSES 130.55% 125.06% 102.34% 65.37% 70.89%
TABLE NINE NONACCRUAL, PAST-DUE AND RESTRUCTURED LOANS (in thousands) DECEMBER 31 1994 1993 1992 1991 1990 NONACCRUAL LOANS $ 2,600 $ 1,524 $ 1,473 $ 1,367 $ 874 ACCRUING LOANS PAST DUE 90 DAYS OR MORE 1,218 643 1,293 1,780 1,446 RESTRUCTURED LOANS 262 999 1,475 526 401
DURING 1994, THE COMPANY RECOGNIZED APPROXIMATELY $119,000 OF INTEREST INCOME RECEIVED IN CASH ON NONACCRUAL AND RESTRUCTURED LOANS. APPROXIMATELY $229,000 OF INTEREST INCOME WOULD HAVE BEEN RECOGNIZED DURING THE YEAR IF SUCH LOANS HAD BEEN CURRENT IN ACCORDANCE WITH THEIR ORIGINAL TERMS.THERE WERE NO COMMITMENTS TO PROVIDE ADDITIONAL FUNDS ON NONACCRUAL, RESTRUCTURED, OR OTHER POTENTIAL PROBLEM LOANS AT DECEMBER 31, 1994. INTEREST ON LOANS IS ACCRUED AND CREDITED TO OPERATIONS BASED UPON THE PRINCIPAL AMOUNT OUTSTANDING.THE ACCRUAL OF INTEREST INCOME IS GENERALLY DISCONTINUED WHEN A LOAN BECOMES 90 DAYS PAST DUE AS TO PRINCIPAL OR INTEREST UNLESS THE LOAN IS WELL COLLATERALIZED AND IN THE PROCESS OF COLLECTION. WHEN INTEREST ACCRUALS ARE DISCONTINUED, INTEREST CREDITED TO INCOME IN THE CURRENT YEAR THAT IS UNPAID AND DEEMED UNCOLLECTIBLE IS CHARGED TO OPERATIONS. PRIOR YEAR INTEREST ACCRUALS THAT ARE UNPAID AND DEEMED UNCOLLECTIBLE ARE CHARGED TO THE ALLOWANCE FOR LOAN LOSSES, PROVIDED THAT SUCH AMOUNTS WERE SPECIFICALLY RESERVED. 17 DECEMBER 31 1994 1993 1992 1991 1990 PERCENT PERCENT PERCENT PERCENT PERCENT OF LOANS OF LOANS OF LOANS OF LOANS OF LOANS IN EACH IN EACH IN EACH IN EACH IN EACH CATEGORY CATEGORY CATEGORY CATEGORY CATEGORY TO TOTAL TO TOTAL TO TOTAL TO TOTAL TO TOTAL AMOUNT LOANS AMOUNT LOANS AMOUNT LOANS AMOUNT LOANS AMOUNT LOANS COMMERCIAL, FINANCIAL AND AGRICULTURAL $1,816 27% $ 1,943 30% $ 1,959 24% $ 1,020 28% $ 709 24% REAL ESTATE-MORTGAGE 2,600 47 2,131 43 1,745 41 494 35 457 36 INSTALLMENT LOANS TO INDIVIDUALS 1,601 26 1,690 27 1,676 35 887 37 763 40 $6,017 100% $ 5,764 100% $ 5,380 100% $ 2,401 100% $1,929 100%
THE PORTION OF THE ALLOWANCE FOR LOAN LOSSES THAT IS NOT SPECIFICALLY ALLOCATED TO INDIVIDUAL CREDITS HAS BEEN APPORTIONED AMONG THE SEPARATE LOAN PORTFOLIOS BASED ON THE RISK OF EACH PORTFOLIO. OTHER INCOME AND EXPENSES Other income continues to be an area of management emphasis. Recognizing the importance of non-interest income to future operating performance, the Company is aggressively pursuing additional service opportunities by offering a variety of services and products to its customers which include trust, brokerage, mortgage banking and related services. The loan and deposit growth at the Company's subsidiary banks, which includes a greater mix of commercial relationships than certain prior years, has positioned the Company to increase other income in areas such as service charges. Service charge income increased approximately $503,000 or 27% when comparing 1994 to 1993. Approximately half of this increase is attributable to fees charged in the normal course of business on the additional $40 million in deposits acquired by Blue Ridge from the former Shenandoah Federal Savings Association in late 1993. Other income increased $2.3 million during 1994. This increase was related to an insurance recovery of $1.4 million at one of the Company's subsidiary banks. An additional $280,000 in fees was generated from services provided by City Financial and City Mortgage during their first year of operations and approximately $360,000 in fees were generated from overall loan growth during 1994. During the fourth quarter of 1994, the Company took the opportunity to restructure its available-for-sale investment portfolio that resulted in an $885,000 securities loss. Gains /(losses) from securities transactions were not significant in 1993 or 1992. As more fully described in the Company's securities policy in NOTE ONE to the audited Consolidated Financial Statements, management determines the appropriate classification of securities at the time of purchase. Historically, sales of investment securities have been infrequent. See NOTE FOUR to the audited Consolidated Financial Statements for a discussion of securities available-for-sale. Total other expenses increased $5.5 million, or 26.2%, during 1994 due primarily to $1.1 million in expenses incurred by City Financial and City Mortgage with no expenses for these new subsidiaries included in the 1993 results. In addition, Blue Ridge had an increase of approximately $1.9 million in non-interest expense associated with growth and the 1993 acquisition of Shenandoah Federal Savings Association. The additional increase of $2.5 million is attributable to the Company's overall growth during 1994, which produced higher personnel costs throughout the organization. Total other expenses increased $5.0 million, or 31.7%, during 1993 due primarily to $1.9 million in expenses incurred by Buffalo and Beckley with no expenses for these purchased subsidiaries included in the 1992 results. In addition, Blue Ridge had $157,000 in other expenses in 1992 for the first four months of operation compared to $1.2 million in 1993 for a full year. The additional increase of $2.1 million in 1993 is attributable to the Company's overall growth during that year. 18 MANAGEMENT'S DISCUSSION & ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS CAPITAL RESOURCES As a bank holding company, City Holding Company is subject to regulation by the Federal Reserve Board under the Bank Holding Company Act of 1956. At December 31, 1994, the Federal Reserve Board's minimum ratio of qualified total capital to risk-weighted assets is 8 percent. At least half of the total capital is required to be comprised of Tier 1 capital, or the Company's common stockholders' equity less intangibles. The remainder ("Tier 2 capital") may consist of certain other prescribed instruments and a limited amount of loan loss reserves. In addition, the Federal Reserve Board has established minimum leverage ratio (Tier 1 capital to quarterly average tangible assets) guidelines for bank holding companies. These guidelines provide for a minimum ratio of 3 percent for bank holding companies that meet certain specified criteria, including that they have the highest regulatory rating. All other bank holding companies are required to maintain a leverage ratio of 3 percent plus an additional cushion of at least 100 to 200 basis points. The guidelines also provide that banking organizations experiencing internal growth or making acquisitions will be expected to maintain strong capital positions substantially above the minimum supervisory levels, without significant reliance on intangible assets. The following table presents comparative capital ratios and related dollar amounts of capital for the Company: DOLLARS IN THOUSANDS 1994 1993 CAPITAL COMPONENTS TIER 1 RISK-BASED CAPITAL $ 52,408 $ 50,821 TOTAL RISK-BASED CAPITAL 58,425 55,832 CAPITAL RATIOS TIER 1 RISK-BASED 10.65% 12.70% TOTAL RISK-BASED 11.88 13.95 LEVERAGE 6.65 7.31 REGULATORY MINIMUM TIER 1 RISK-BASED (DOLLAR/RATIO) $ 19,677/4.00% $ 16,036/4.00% TOTAL RISK-BASED (DOLLAR/RATIO) 39,354/8.00 32,072/8.00 LEVERAGE (DOLLAR/RATIO) 23,628/3.00 20,862/3.00 The strong capital position of the Company is indicative of management's emphasis on asset quality and a history of retained net income. The ratios enable the Company to continually pursue acquisitions and other growth opportunities. Improvements in operating results and a consistent dividend program, coupled with an effective management of credit risk, have been, and will be, the key elements in maintaining the Company's present capital position. The Company does not anticipate any material capital expenditures in 1995. Earnings from subsidiary bank operations are expected to remain adequate to fund payment of stockholders' dividends and internal growth. In management's opinion, subsidiary banks have the capability to upstream sufficient dividends to meet the cash requirements of the Parent Company. INFLATION Since the assets and liabilities of the subsidiary banks are primarily monetary in nature (payable in fixed, determinable amounts), the performance of banks is affected more by changes in interest rates than by inflation. Interest rates generally increase as the rate of inflation increases, but the magnitude of the change in rates may not be the same. While the effect of inflation on banks is normally not as significant as its influence on those businesses which have large investments in plant and inventories, it does have an effect. During periods of high inflation, there are normally corresponding increases in the money supply, and banks will normally experience above-average growth in assets, loans and deposits. Also, general increases in the price of goods and services will result in increased operating expenses. 19 MANAGEMENT'S DISCUSSION &ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS INCOME TAXES Income tax expense was $3,193,000 in 1994, resulting in an effective tax rate of 31.5% for the year. Such rates were 31.4% and 29.8% in 1993 and 1992, respectively. The effective tax rate from 1993 to 1994 remained relatively unchanged. The increase in the effective tax rate from 1992 to 1993 is principally the result of a decreased mix of tax-exempt income relative to total earnings. As more fully discussed in NOTE TEN to the audited Consolidated Financial Statements, the Company prospectively adopted the liability method of accounting for income taxes during 1992, without material effect. At December 31, 1994, gross deferred tax assets total approximately $5.0 million. Such assets are primarily attributable to the allowance for loan losses ($2 million), acquired (NOL) carryforwards ($777,000), certain nonqualified deferred compensation arrangements sponsored by subsidiary banks ($436,000) and securities available for sale ($1.4 million). Pursuant to management's evaluation for the quarter ended December 31, 1994, no valuation allowance has been allocated to the deferred tax assets. The quarterly evaluation process employed by management is based upon the expected reversal period of the assets, in consideration of taxes paid by the Company in the carryback years, expected reversals of existing taxable temporary differences, and historical trends in taxable income. Those assets for which realization is expected to be dependent on future events are subjected to further evaluation. Management's analysis has shown that realization of certain deferred tax assets, principally the acquired NOL, will be dependent on future events. After considering such factors as the magnitude of the asset relative to historical levels of financial reporting income and taxable income, the period over which future taxable income would have to be earned to realize the asset, and budgeted future results of operations, management has concluded that it is more likely than not that all deferred tax assets existing at December 31, 1994, will be realized. At present, management does not expect that implementation of tax planning strategies will be necessary to ensure realization. The need for a valuation allowance will continue to be addressed by management each quarter and any changes in the valuation allowance will be reported contemporaneously therewith in the Company's quarterly results of operations. 20 REPORT OF INDEPENDENT AUDITORS BOARD OF DIRECTORS AND STOCKHOLDERS CITY HOLDING COMPANY We have audited the accompanying consolidated balance sheets of City Holding Company and subsidiaries as of December 31, 1994 and 1993, and the related consolidated statements of income, changes in stockholders' equity, and cash flows for each of the three years in the period ended December 31, 1994. These financial statements are the responsibility of the Company's management. Our responsibility is to express an opinion on these financial statements based on our audits. We did not audit the 1994, 1993 or 1992 consolidated financial statements of Hinton Financial Corporation and subsidiary which statements reflect total revenues constituting 8%, 10% and 12% of the 1994, 1993 and 1992 consolidated totals, respectively. Those statements were audited by other auditors whose report has been furnished to us, and our opinion, insofar as it relates to data included for Hinton Financial Corporation and subsidiary, is based solely on the report of the other auditors. We conducted our audits in accordance with generally accepted auditing standards. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audits and the report of other auditors provide a reasonable basis for our opinion. In our opinion, based on our audits and the report of other auditors, the financial statements referred to above present fairly, in all material respects, the consolidated financial position of City Holding Company and subsidiaries at December 31, 1994 and 1993, and the consolidated results of their operations and their cash flows for each of the three years in the period ended December 31, 1994, in conformity with generally accepted accounting principles. As discussed in NOTE FOUR to the consolidated financial statements, City Holding Company changed its method of accounting for certain debt and equity securities as of January 1, 1994. /s/ Ernst & Young, LLP Charleston, West Virginia January 20, 1995
21 CONSOLIDATED BALANCE SHEETS CITY HOLDING COMPANY AND SUBSIDIARIES DECEMBER 31 1994 1993 ASSETS CASH AND DUE FROM BANKS $ 27,591,000 $ 23,966,000 FEDERAL FUNDS SOLD 3,470,000 SECURITIES AVAILABLE FOR SALE, AT FAIR VALUE 67,920,000 SECURITIES AVAILABLE FOR SALE (APPROXIMATE MARKET VALUES AT DECEMBER 31, 1993, $77,286,000) 75,527,000 INVESTMENT SECURITIES (APPROXIMATE MARKET VALUES: 1994-$123,995,000; 1993-$170,745,000) 128,457,000 166,110,000 LOANS: GROSS LOANS 504,956,000 424,280,000 UNEARNED INCOME (9,544,000) (10,526,000) ALLOWANCE FOR POSSIBLE LOAN LOSSES (6,017,000) (5,764,000) NET LOANS 489,395,000 407,990,000 LOANS HELD FOR SALE 30,227,000 BANK PREMISES AND EQUIPMENT 17,678,000 15,426,000 ACCRUED INTEREST RECEIVABLE 5,922,000 5,292,000 OTHER ASSETS 13,336,000 9,297,000 TOTAL ASSETS $ 780,526,000 $ 707,078,000 LIABILITIES DEPOSITS: NONINTEREST-BEARING $ 80,694,000 $ 67,633,000 INTEREST-BEARING 570,570,000 549,700,000 TOTAL DEPOSITS 651,264,000 617,333,000 SHORT-TERM BORROWINGS 57,483,000 21,669,000 LONG-TERM DEBT 6,875,000 5,875,000 OTHER LIABILITIES 8,035,000 5,863,000 MINORITY INTEREST IN CONSOLIDATED SUBSIDIARY 504,000 TOTAL LIABILITIES 723,657,000 651,244,000 STOCKHOLDERS' EQUITY PREFERRED STOCK, PAR VALUE $25 A SHARE: AUTHORIZED - 500,000 SHARES; NONE ISSUED COMMON STOCK, PAR VALUE $2.50 A SHARE: AUTHORIZED - 20,000,000 SHARES; ISSUED AND OUTSTANDING: 1994 - 3,780,477 SHARES; 1993 - 3,538,671 SHARES INCLUDING 109,761 SHARES IN TREASURY AT DECEMBER 31, 1993 9,451,000 8,846,000 CAPITAL SURPLUS 18,887,000 13,999,000 RETAINED EARNINGS 30,605,000 35,222,000 NET UNREALIZED LOSS ON SECURITIES AVAILABLE FOR SALE, NET OF DEFERRED INCOME TAXES (2,074,000) (23,000) 56,869,000 58,044,000 COST OF COMMON STOCK IN TREASURY (2,210,000) TOTAL STOCKHOLDERS' EQUITY 56,869,000 55,834,000 COMMITMENTS AND CONTINGENT LIABILITIES TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY $ 780,526,000 $ 707,078,000 SEE NOTES TO CONSOLIDATED FINANCIAL STATEMENTS.
22 CONSOLIDATED STATEMENTS OF INCOME CITY HOLDING COMPANY AND SUBSIDIARIES YEAR ENDED DECEMBER 31 1994 1993 1992 INTEREST INCOME INTEREST AND FEES ON LOANS $ 41,167,000 $ 33,251,000 $ 28,222,000 INTEREST ON INVESTMENT SECURITIES: TAXABLE 12,071,000 12,650,000 12,895,000 TAX-EXEMPT 1,716,000 1,839,000 1,880,000 OTHER INTEREST INCOME 194,000 476,000 530,000 TOTAL INTEREST INCOME 55,148,000 48,216,000 43,527,000 INTEREST EXPENSE INTEREST ON DEPOSITS 20,110,000 18,849,000 18,514,000 INTEREST ON SHORT-TERM BORROWINGS 1,687,000 424,000 329,000 INTEREST ON LONG-TERM DEBT 445,000 274,000 35,000 TOTAL INTEREST EXPENSE 22,242,000 19,547,000 18,878,000 NET INTEREST INCOME 32,906,000 28,669,000 24,649,000 PROVISION FOR POSSIBLE LOAN LOSSES 953,000 1,341,000 2,222,000 NET INTEREST INCOME AFTER PROVISION FOR POSSIBLE LOAN LOSSES 31,953,000 27,328,000 22,427,000 OTHER INCOME INVESTMENT SECURITIES (LOSSES) GAINS (803,000) 322,000 9,000 SERVICE CHARGES 2,396,000 1,893,000 1,362,000 OTHER INCOME 3,054,000 789,000 526,000 TOTAL OTHER INCOME 4,647,000 3,004,000 1,897,000 OTHER EXPENSES SALARIES AND EMPLOYEE BENEFITS 13,122,000 10,172,000 7,695,000 OCCUPANCY, EXCLUDING DEPRECIATION 2,452,000 1,486,000 1,360,000 DEPRECIATION 1,829,000 1,386,000 988,000 OTHER EXPENSES 9,045,000 7,907,000 5,866,000 TOTAL OTHER EXPENSES 26,448,000 20,951,000 15,909,000 INCOME BEFORE INCOME TAXES 10,152,000 9,381,000 8,415,000 INCOME TAXES 3,193,000 2,949,000 2,511,000 NET INCOME $ 6,959,000 $ 6,432,000 $ 5,904,000 NET INCOME PER COMMON SHARE $ 1.85 $ 1.71 $ 1.56 A VERA G E COMMON SHARES OUTSTANDING 3,772,638 3,762,783 3,779,502 SEE NOTES TO CONSOLIDATED FINANCIAL STATEMENTS.
23 CONSOLIDATED STATEMENTS OF CHANGES IN STOCKHOLDERS' EQUITY CITY HOLDING COMPANY AND SUBSIDIARIES UNREALIZED LOSS COMMON ON SECURITIES TOTAL STOCK CAPITAL RETAINED AVAILABLE TREASURY STOCKHOLDERS' (PAR VALUE) SURPLUS EARNINGS FOR SALE STOCK EQUITY BALANCES AT JANUARY 1, 1992 $ 7,978,000 $ 8,913,000 $ 31,649,000 $ (25,000) $ (330,000) $ 48,185,000 NET INCOME 5,904,000 5,904,000 COST OF 31,422 SHARES OF COMMON STOCK ACQUIRED FOR TREASURY (548,000) (548,000) SALE OF 38,107 SHARES OF TREASURY STOCK 287,000 378,000 665,000 CHANGE IN NET UNREALIZED LOSS ON MARKETABLE EQUITY SECURITIES (70,000) (70,000) ISSUANCE OF 10% STOCK DIVIDEND 681,000 4,098,000 (4,779,000) CASH DIVIDENDS--$.49 A SHARE (1,522,000) (1,522,000) CASH DIVIDENDS OF ACQUIRED SUBSIDIARIES (299,000) (299,000) BALANCES AT DECEMBER 31, 1992 8,659,000 13,298,000 30,953,000 (95,000) (500,000) 52,315,000 NET INCOME 6,432,000 6,432,000 CASH DIVIDENDS--$.56 A SHARE (1,833,000) (1,833,000) CASH DIVIDENDS OF ACQUIRED SUBSIDIARY (330,000) (330,000) COMMON STOCK ISSUED IN ACQUISITION 187,000 644,000 831,000 CHANGE IN NET UNREALIZED LOSS ON MARKETABLE EQUITY SECURITIES 72,000 72,000 COST OF 96,072 SHARES OF COMMON STOCK ACQUIRED FOR TREASURY (2,218,000) (2,218,000) SALE OF 22,801 SHARES OF TREASURY STOCK 57,000 508,000 565,000 BALANCES AT DECEMBER 31, 1993 8,846,000 13,999,000 35,222,000 (23,000) (2,210,000) 55,834,000 NET INCOME 6,959,000 6,959,000 CASH DIVIDENDS DECLARED-- $.59 A SHARE (1,930,000) (1,930,000) CASH DIVIDENDS OF ACQUIRED SUBSIDIARY (366,000) (366,000) ADJUSTMENT TO BEGINNING BALANCE FOR CHANGE IN ACCOUNTING METHOD, NET OF INCOME TAXES OF $704,000 1,055,000 1,055,000 CHANGE IN UNREALIZED GAIN/(LOSS) NET OF INCOME TAXES OF $1,761,000 (3,106,000) (3,106,000) REDEMPTION OF FRACTIONAL AND DISSENTER SHARES (1,843,000) (1,843,000) COST OF 7,002 SHARES OF COMMON STOCK ACQUIRED FOR TREASURY (193,000) (193,000) SALE OF 14,898 SHARES OF TREASURY STOCK 131,000 328,000 459,000 RETIREMENT OF 101,865 SHARES OF COMMON STOCK HELD IN TREASURY (255,000) (1,820,000) 2,075,000 ISSUANCE OF 10% STOCK DIVIDEND 860,000 8,420,000 (9,280,000) BALANCES AT DECEMBER 31, 1994 $ 9,451,000 $ 18,887,000 $ 30,605,000 $ (2,074,000) $ 0 $ 56,869,000 SEE NOTES TO CONSOLIDATED FINANCIAL STATEMENTS.
24 CONSOLIDATED STATEMENTS OF CASH FLOWS CITY HOLDING COMPANY AND SUBSIDIARIES YEAR ENDED DECEMBER 31 1994 1993 1992 OPERATING ACTIVITIES NET INCOME $ 6,959,000 $ 6,432,000 $ 5,904,000 ADJUSTMENTS TO RECONCILE NET INCOME TO NET CASH PROVIDED BY OPERATING ACTIVITIES: NET AMORTIZATION 960,000 725,000 306,000 PROVISION FOR DEPRECIATION 1,829,000 1,386,000 988,000 PROVISION FOR POSSIBLE LOAN LOSSES 953,000 1,341,000 2,222,000 DEFERRED INCOME TAX BENEFIT (303,000) (153,000) (402,000) MINORITY INTEREST IN INCOME OF SUBSIDIARY 10,000 LOANS ORIGINATED FOR SALE (24,729,000) PURCHASES OF LOANS HELD FOR SALE (189,719,000) PROCEEDS FROM LOANS SOLD 184,221,000 REALIZED INVESTMENT SECURITIES LOSSES (GAINS) 803,000 (322,000) (9,000) LOSS ON SALE OF FORECLOSED PROPERTIES 22,000 (INCREASE) DECREASE IN ACCRUED INTEREST RECEIVABLE (630,000) (132,000) 165,000 (INCREASE) DECREASE IN OTHER ASSETS (2,961,000) 721,000 (212,000) INCREASE (DECREASE) IN OTHER LIABILITIES 2,172,000 157,000 (651,000) NET CASH (USED IN) PROVIDED BY OPERATING ACTIVITIES (20,445,000) 10,165,000 8,333,000 INVESTING ACTIVITIES PROCEEDS FROM SALES OF INVESTMENT SECURITIES 9,218,000 5,304,000 PROCEEDS FROM MATURITIES AND CALLS OF INVESTMENT SECURITIES 75,181,000 142,801,000 119,936,000 PURCHASES OF INVESTMENT SECURITIES (52,758,000) (184,643,000) (131,466,000) PROCEEDS FROM SALES OF SECURITIES AVAILABLE FOR SALE 33,946,000 PROCEEDS FROM MATURITIES AND CALLS OF SECURITIES AVAILABLE FOR SALE 13,093,000 5,539,000 PURCHASES OF SECURITIES AVAILABLE FOR SALE (28,791,000) NET INCREASE IN LOANS (82,358,000) (77,007,000) (43,989,000) NET CASH (PAID) ACQUIRED IN ACQUISITIONS (504,000) 41,454,000 2,564,000 SALE OF FORECLOSED PROPERTIES 10,000 125,000 PURCHASES OF PREMISES AND EQUIPMENT (4,081,000) (5,166,000) (2,299,000) NET CASH USED IN INVESTING ACTIVITIES (46,272,000) (67,794,000) (49,825,000) FINANCING ACTIVITIES NET INCREASE IN NONINTEREST-BEARING DEPOSITS 13,061,000 2,456,000 18,509,000 NET INCREASE IN INTEREST-BEARING DEPOSITS 20,870,000 30,091,000 40,607,000 NET INCREASE IN SHORT-TERM BORROWINGS 35,814,000 12,175,000 1,110,000 PROCEEDS FROM LONG-TERM DEBT 6,875,000 5,225,000 4,000,000 REPAYMENT OF LONG-TERM DEBT (5,875,000) (3,350,000) PURCHASES OF TREASURY STOCK (193,000) (2,218,000) (548,000) PROCEEDS FROM SALES OF TREASURY STOCK 459,000 565,000 665,000 REDEMPTION OF DISSENTER AND FRACTIONAL SHARES (1,843,000) CASH DIVIDENDS PAID (2,296,000) (2,163,000) (1,821,000) NET CASH PROVIDED BY FINANCING ACTIVITIES 66,872,000 42,781,000 62,522,000 INCREASE (DECREASE) IN CASH AND CASH EQUIVALENTS 155,000 (14,848,000) 21,030,000 CASH AND CASH EQUIVALENTS AT BEGINNING OF YEAR 27,436,000 42,284,000 21,254,000 CASH AND CASH EQUIVALENTS AT END OF YEAR $ 27,591,000 $ 27,436,000 $ 42,284,000
NOTES TO CONSOLIDATED FINANCIAL STATEMENTS CITY HOLDING COMPANY AND SUBSIDIARIES DECEMBER 31, 1994 NOTE ONE SUMMARY OF SIGNIFICANT ACCOUNTING AND REPORTING POLICIES SUMMARY OF SIGNIFICANT ACCOUNTING AND REPORTING POLICIES: The accounting and reporting policies of City Holding Company and its subsidiaries (the Company) conform with generally accepted accounting principles. The following is a summary of the more significant policies. PRINCIPLES OF CONSOLIDATION: The consolidated financial statements include the accounts of City Holding Company and its wholly-owned subsidiaries. All significant intercompany accounts and transactions have been eliminated in consolidation. CASH AND CASH EQUIVALENTS: The Company considers cash and due from banks and federal funds sold as cash and cash equivalents. The carrying amounts reported in the December 31, 1994 and 1993, consolidated balance sheets for cash and cash equivalents approximate those assets' fair values. SECURITIES: Management determines the appropriate classification of securities at the time of purchases. If management has the intent and the Company has the ability at the time of purchase to hold debt securities to maturity, they are classified as investments and are stated at cost, adjusted for amortization of premiums and accretion of discounts. At December 31, 1994, debt securities for which the Company does not have the intent or ability to hold to maturity are classified as available for sale along with the Company's investment in equity securities. Securities available for sale are carried at fair value, with the unrealized gains and losses, net of tax, reported in a separate component of stockholders' equity. Securities classified as available for sale include securities that management intends to use as part of its asset/liability management strategy and that may be sold in response to changes in interest rates, resultant prepayment risk, and other factors. At December 31, 1993, equity securities were stated at the lower of cost or market value, while debt securities were carried at amortized cost. Gains and losses on the sale of securities are computed by the specific identification method and are reported separately in the consolidated statements of income. LOANS: Interest income on loans is accrued and credited to operations based upon the principal amount outstanding, using methods which generally result in level rates of return. The accrual of interest income generally is discontinued when a loan becomes 90 days past due as to principal or interest. When interest accruals are discontinued, unpaid interest recognized in income in the current year is reversed, and interest accrued in prior years is charged to the allowance for loan losses. Management may elect to continue the accrual of interest when the estimated net realizable value of collateral exceeds the principal balance and related accrued interest, and the loan is in process of collection. LOANS HELD FOR SALE: Loans held for sale represent mortgage loans the Company has either purchased or originated with the intent to sell on the secondary market and are carried at the lower of cost or estimated fair value. ALLOWANCE FOR LOAN LOSSES: The provision for possible loan losses included in the consolidated statements of income is based upon management's evaluation of individual credits in the loan portfolio, historical loan loss experience, current and expected future economic conditions, and other relevant factors. These provisions, less net charge-offs, comprise the allowance for loan losses. In management's judgment, the allowance for loan losses is maintained at a level adequate to provide for probable losses on existing loans. BANK PREMISES AND EQUIPMENT: Bank premises and equipment are stated at cost less accumulated depreciation. Depreciation is computed primarily by the straight-line method over the estimated useful lives of the assets. NOTES TO CONSOLIDATED FINANCIAL STATEMENTS CITY HOLDING COMPANY AND SUBSIDIARIES NOTE ONE SUMMARY OF SIGNIFICANT ACCOUNTING AND REPORTING POLICIES (CONTINUED) INTANGIBLES: Intangible assets, which are included in other assets in the consolidated balance sheets, are comprised of goodwill and core deposits which are amortized using straight-line (15 year life) and accelerated methods (10 year life), respectively, over their estimated useful lives. During 1994, the Company purchased mortgage loan servicing rights totaling $1,200,000 which are also included in other assets in the consolidated balance sheets. The servicing rights are being amortized using an accelerated method over the period of estimated net servicing income. INCOME TAXES: The consolidated provision for income taxes is based upon reported income and expense. Deferred income taxes (included in other assets) are provided for temporary differences between financial reporting and tax bases of assets and liabilities. The Company files a consolidated income tax return. The respective subsidiaries generally provide for income taxes on a separate return basis and remit amounts determined to be currently payable to the Parent Company. NET INCOME PER COMMON SHARE: Net income per common share is based on the weighted average common shares outstanding during each year. On December 12, 1994, a 10% stock dividend was declared by the Board of Directors for shareholders of record on January 2, 1995. The stock dividend was paid on January 15, 1995, and all stock related data in the consolidated financial statements reflects the stock dividend.A 10% stock dividend was also declared in 1992. For each declaration an amount equal to the fair value of the additional shares issued was transferred from retained earnings to the common stock and capital surplus accounts. LOAN FEES AND COST: Loan origination and commitment fees and direct loan origination costs are principally being recognized as collected and incurred. The use of this method of recognition does not produce results that are materially different from results which would have been produced if such costs and fees were deferred and amortized as an adjustment of loan yield over the life of the related loan. STATEMENTS OF CASH FLOWS: Cash paid for interest, including long-term debt, was $21,998,000, $19,693,000 and $19,996,000 in 1994, 1993, and 1992, respectively. Cash paid for income taxes was $3,219,000, $2,877,000, and $2,957,000 in 1994, 1993, and 1992, respectively. NOTE TWO RESTRICTIONS ON CASH AND DUE FROM BANKS Certain of the subsidiary banks are required to maintain average reserve balances with the Federal Reserve Bank. The average amount of those balances for the year ended December 31, 1994, was approximately $4,366,000. 27 NOTES TO CONSOLIDATED FINANCIAL STATEMENTS CITY HOLDING COMPANY AND SUBSIDIARIES NOTE THREE ACQUISITIONS On December 5, 1994, the Company acquired 100% of the common stock of Hinton Financial Corporation and subsidiary (Hinton) in exchange for 460,047 shares of the Company's common stock. The transaction has been accounted for as a pooling of interests and, accordingly, the consolidated financial statements for all periods presented have been restated to include the accounts of Hinton. Previously reported results of the Company have been restated as follows: NINE MONTHS ENDED YEAR ENDED YEAR ENDED SEPTEMBER 30, 1994 DECEMBER 31, 1993 DECEMBER 31, 1992 NET INTEREST INCOME AS PREVIOUSLY REPORTED BY THE COMPANY $ 22,235,000 $ 25,813,000 $ 21,761,000 HINTON'S PREVIOUSLY REPORTED RESULTS 2,048,000 2,856,000 2,888,000 RESTATED NET INTEREST INCOME $ 24,283,000 $ 28,669,000 $ 24,649,000 NET INCOME AS PREVIOUSLY REPORTED BY THE COMPANY $ 4,431,000 $ 5,503,000 $ 5,039,000 HINTON'S PREVIOUSLY REPORTED RESULTS 596,000 929,000 865,000 RESTATED NET INCOME $ 5,027,000 $ 6,432,000 $ 5,904,000 NET INCOME PER COMMON SHARE AS PREVIOUSLY REPORTED BY THE COMPANY AS ADJUSTED FOR THE 10% STOCK DIVIDEND IN 1995 $ 1.34 $ 1.69 $ 1.53 EFFECT OF HINTON RESTATEMENT (.01) .02 .03 RESTATED NET INCOME PER COMMON SHARE $ 1.33 $ 1.71 $ 1.56
In June 1994, the Company acquired the remaining 33% interest in the common stock of First National Bank-Beckley, West Virginia (FNB) for which consideration included $530,000. As a result, FNB became a wholly-owned subsidiary of the Company. Minority interest, representing the equity interest in FNB owned by stockholders other than the Company, appears in the 1993 balance sheet as a liability. On October 15, 1993, Blue Ridge Bank, a wholly-owned subsidiary of the Company, was declared the successful bidder for the purchase of certain assets and the assumption of the insured deposits and certain other liabilities of a failed thrift which had been in conservatorship with the Resolution Trust Corporation (RTC). Blue Ridge Bank assumed insured deposits of approximately $43 million in exchange for assets (principally cash and cash equivalents) of approximately $40 million from the RTC. The FNB and RTC transactions were accounted for under the purchase method of accounting. Accordingly, the results of operations attributable to such acquisitions have been included in the consolidated totals from the respective dates of acquisition. Due to the immateriality of the transactions and the significant assets retained by the RTC with respect to the failed thrift, proforma financial information has not been presented herein. Intangible assets arising from prior year purchase business combinations consist of core deposits and goodwill which have an aggregate unamortized balance at December 31, 1994 and 1993, of $4,978,000 and $5,538,000, respectively. 28 NOTES TO CONSOLIDATED FINANCIAL STATEMENTS CITY HOLDING COMPANY AND SUBSIDIARIES NOTE FOUR INVESTMENTS The Company adopted Statement of Financial Accounting Standards (SFAS) No. 115, "Accounting for Certain Investments in Debt and Equity Securities," effective January 1, 1994. In accordance with SFAS No. 115, prior years' financial statements have not been restated to reflect the change in accounting method and there was no cumulative effect of adopting the Statement. Under SFAS No. 115, investment securities are carried at amortized cost and securities available for sale are carried at fair value with the after-tax net unrealized gain or loss recorded in stockholders' equity. The adoption of SFAS No. 115 resulted in an increase in stockholders' equity of $1,055,000. The aggregate carrying and approximate market values of securities follow. Fair values are based on quoted market prices, where available. If quoted market prices are not available, fair values are based on quoted market prices of comparable instruments. AVAILABLE-FOR-SALE SECURITIES GROSS GROSS ESTIMATED UNREALIZED UNREALIZED FAIR COST GAINS LOSSES VALUE DECEMBER 31, 1994 U.S. TREASURY SECURITIES AND OBLIGATIONS OF U.S. GOVERNMENT CORPORATIONS AND AGENCIES $ 47,900,000 $ 9,000 $ 2,735,000 $ 45,174,000 OBLIGATIONS OF STATES AND POLITICAL SUBDIVISIONS 790,000 1,000 1,000 790,000 MORTGAGE-BACKED SECURITIES 11,835,000 101,000 359,000 11,577,000 OTHER DEBT SECURITIES 1,003,000 39,000 964,000 TOTAL DEBT SECURITIES 61,528,000 111,000 3,134,000 58,505,000 EQUITY SECURITIES 9,828,000 18,000 431,000 9,415,000 $ 71,356,000 $ 129,000 $ 3,565,000 $ 67,920,000 HELD-TO-MATURITY SECURITIES GROSS GROSS ESTIMATED UNREALIZED UNREALIZED FAIR COST GAINS LOSSES VALUE DECEMBER 31, 1994 U.S. TREASURY SECURITIES AND OBLIGATIONS OF U.S. GOVERNMENT CORPORATIONS AND AGENCIES $ 87,836,000 $ 13,000 $ 3,461,000 $ 84,388,000 OBLIGATIONS OF STATES AND POLITICAL SUBDIVISIONS 32,056,000 355,000 883,000 31,528,000 MORTGAGE-BACKED SECURITIES 4,896,000 414,000 4,482,000 OTHER DEBT SECURITIES 3,669,000 23,000 95,000 3,597,000 $ 128,457,000 $ 391,000 $ 4,853,000 $ 123,995,000
29 NOTES TO CONSOLIDATED FINANCIAL STATEMENTS CITY HOLDING COMPANY AND SUBSIDIARIES NOTE FOUR INVESTMENTS (CONTINUED) AVAILABLE-FOR-SALE SECURITIES GROSS GROSS ESTIMATED UNREALIZED UNREALIZED FAIR COST GAINS LOSSES VALUE DECEMBER 31, 1993 U .S. TREASURY SECURITIES AND OBLIGATIONS OF U.S. GOVERNMENT CORPORATIONS AND AGENCIES $ 45,280,000 $ 859,000 $ 58,000 $ 46,081,000 OBLIGATIONS OF STATES AND POLITICAL SUBDIVISIONS 95,000 1,000 94,000 MORTGAGE-BACKED SECURITIES 20,492,000 981,000 101,000 21,372,000 OTHER DEBT SECURITIES 1,809,000 50,000 1,859,000 TOTAL DEBT SECURITIES 67,676,000 1,890,000 160,000 69,406,000 EQUITY SECURITIES 7,851,000 29,000 0 7,880,000 $ 75,527,000 $ 1,919,000 $ 160,000 $ 77,286,000
HELD-TO-MATURITY SECURITIES GROSS GROSS ESTIMATED UNREALIZED UNREALIZED FAIR COST GAINS LOSSES VALUE DECEMBER 31, 1993 U.S. TREASURY SECURITIES AND OBLIGATIONS OF U.S. GOVERNMENT CORPORATIONS AND AGENCIES $ 127,512,000 $ 2,588,000 $ 158,000 $ 129,942,000 OBLIGATIONS OF STATES AND POLITICAL SUBDIVISIONS 33,889,000 1,969,000 26,000 35,832,000 OTHER DEBT SECURITIES 4,709,000 262,000 4,971,000 $ 166,110,000 $ 4,819,000 $ 184,000 $ 170,745,000
The amortized cost and estimated fair value of debt securities at December 31, 1994, by contractual maturity, are shown below. Expected maturities will differ from contractual maturities because the issuers of the securities may have the right to prepay obligations without prepayment penalties. ESTIMATED COST FAIR VALUE AVAILABLE-FOR-SALE DUE IN ONE YEAR OR LESS $ 6,047,000 $ 5,851,000 DUE AFTER ONE YEAR THROUGH FIVE YEARS 22,093,000 21,056,000 DUE AFTER FIVE YEARS THROUGH TEN YEARS 20,848,000 19,404,000 DUE AFTER TEN YEARS 705,000 617,000 49,693,000 46,928,000 MORTGAGE-BACKED SECURITIES 11,835,000 11,577,000 $ 61,528,000 $ 58,505,000 HELD-TO-MATURITY DUE IN ONE YEAR OR LESS $ 18,010,000 $ 17,813,000 DUE AFTER ONE YEAR THROUGH FIVE YEARS 69,920,000 67,668,000 DUE AFTER FIVE YEARS THROUGH TEN YEARS 32,993,000 31,521,000 DUE AFTER TEN YEARS 2,638,000 2,511,000 123,561,000 119,513,000 MORTGAGE-BACKED SECURITIES 4,896,000 4,482,000 $ 128,457,000 $ 123,995,000
Gross gains of $100,000 and gross losses of $903,000 were realized on sales and calls of securities during 1994. During 1993 and 1992, respectively, gross gains of $390,000 and $72,000 and gross losses of $68,000 and $63,000 were realized on sales of securities. The book value of securities pledged to secure public deposits and for other purposes as required or permitted by law approximated $70,318,000 and $51,146,000 at December 31, 1994 and 1993, respectively. 30 NOTES TO CONSOLIDATED FINANCIAL STATEMENTS CITY HOLDING COMPANY AND SUBSIDIARIES NOTE FIVE LOANS DECEMBER 31 1994 1993 COMMERCIAL, FINANCIAL AND AGRICULTURAL $ 137,425,000 $ 125,568,000 RESIDENTIAL REAL ESTATE 238,231,000 184,602,000 INSTALLMENT LOANS TO INDIVIDUALS 129,300,000 114,110,000 $ 504,956,000 $ 424,280,000 The Company grants loans to customers generally within the market areas of its subsidiary banks. There is no significant concentration of credit risk by industry or by related borrowers. There are no foreign loans outstanding and highly leveraged loan transactions are insignificant. The effects on income of nonaccrual loans, as well as their outstanding balances, were not material. During 1994, the Company began participation in a short-term, whole-loan bulk purchasing program whereby the Company purchases from a third party whole loans secured by residential mortgages. The loans, generally, are repurchased from the Company within 90 days. Additionally, the Company began originating residential mortgage loans to be sold on the secondary market. Due to the short-term nature of these loans, the recorded value approximates fair value. At December 31, 1994, the Company's investment in loans held for sale approximated $30,227,000. A summary of changes in the allowance for possible loan losses follows: 1994 1993 1992 BALANCE AT BEGINNING OF YEAR $ 5,764,000 $ 5,380,000 $ 2,401,000 PROVISION FOR POSSIBLE LOAN LOSSES 953,000 1,341,000 2,222,000 CHARGE-OFFS (1,093,000) (1,537,000) (1,163,000) RECOVERIES 393,000 476,000 240,000 ALLOWANCE OF PURCHASED SUBSIDIARY 0 104,000 1,680,000 BALANCE AT END OF YEAR $ 6,017,000 $ 5,764,000 $ 5,380,000
The Financial Accounting Standards Board (FASB) has issued SFAS No. 114, "Accounting By Creditors for Impairment of a Loan," which was amended by SFAS No. 118. The provisions of SFAS No. 114 and SFAS No. 118 are effective for fiscal years beginning after December 15, 1994. SFAS No. 114 requires that impaired loans be measured based on the present value of expected future cash flows discounted at the loan's effective interest rate or, as a practical expedient, at the loan's observable market price or fair value of the collateral if the loan is collateral dependent. The Company will adopt this Statement on January 1, 1995 and it will not have a material effect on the Company's financial statements. NOTES TO CONSOLIDATED FINANCIAL STATEMENTS CITY HOLDING COMPANY AND SUBSIDIARIES NOTE SIX BANK PREMISES AND EQUIPMENT A summary of bank premises and equipment follows: DECEMBER 31 1994 1993 BANK PREMISES $ 17,865,000 $ 14,325,000 FURNITURE, FIXTURES, AND EQUIPMENT 11,009,000 9,806,000 28,874,000 24,131,000 LESS ALLOWANCE FOR DEPRECIATION 11,196,000 8,705,000 $ 17,678,000 $ 15,426,000 NOTE SEVEN SHORT-TERM BORROWINGS Short-term borrowings consist primarily of advances from the Federal Home Loan Bank of Pittsburgh (the FHLB) and securities sold under agreement to repurchase. A summary of the Company's short-term borrowings is set forth below: 1994: AVERAGE AMOUNT OUTSTANDING DURING THE YEAR $ 42,559,000 MAXIMUM AMOUNT OUTSTANDING AT ANY MONTH END 78,263,000 WEIGHTED AVERAGE INTEREST RATE: DURING THE YEAR 3.96% END OF THE YEAR 5.50% 1993: A VERA G E AMOUNT OUTSTANDING DURING THE Y EAR $ 17,641,000 MAXIMUM AMOUNT OUTSTANDING AT ANY MONTH END 24,539,000 WEIGHTED A VERA G E INTEREST RATE: DURING THE YEAR 2.40% END OF THE YEAR 2.65% 1992: A VERA G E AMOUNT OUTSTANDING DURING THE Y EAR $ 10,605,000 MAXIMUM AMOUNT OUTSTANDING AT ANY MONTH END 16,272,000 WEIGHTED A VERA G E INTEREST RATE: DURING THE YEAR 3.10% END OF THE YEAR 2.18%
NOTE EIGHT LONG-TERM DEBT AND UNUSED LINES OF CREDIT Long-term debt, which represents an obligation of the Parent Company, consists of a $10,000,000 revolving credit loan with an unrelated party. The loan has a variable rate (7.9375% at December 31, 1994) with interest payments due quarterly and principal due at maturity in June 1995. Management intends to refinance the loan according to provisions provided in the agreement. The loan agreement contains certain restrictive provisions applicable to the Parent Company including limitations on additional long-term debt. The parent company has pledged the common stock of its wholly-owned subsidiaries, The City National Bank (City National) and The Peoples Bank of Point Pleasant, as collateral for the revolving credit loan. During 1994, five of the Company's subsidiaries were approved for membership, joining City National who was approved in 1993, in the FHLB. On a consolidated basis, the Company has purchased 44,000 shares of the FHLB stock at par value. Such purchases entitle the Company to dividends declared by the FHLB and provide an additional source of short-term and long-term funding, in the form of collateralized advances. At December 31, 1994, the subsidiaries have been issued one year flexline commitments of $61,725,000, at prevailing interest rates, from the FHLB with maturities ranging from June to December 1995. Such commitments are subject to satisfying the Capital Stock Requirement provisions, as defined, in the agreement with the FHLB. As of December 31, 1994, amounts outstanding pursuant to the agreements totaled $12,707,000. 32 NOTES TO CONSOLIDATED FINANCIAL STATEMENTS CITY HOLDING COMPANY AND SUBSIDIARIES NOTE NINE RESTRICTIONS ON SUBSIDIARY DIVIDENDS Certain restrictions exist regarding the ability of the subsidiary banks to transfer funds to the Parent Company in the form of cash dividends. The approval of the bank's applicable primary regulator is required prior to the payment of dividends by a subsidiary bank in excess of its earnings retained in the current year plus retained net profits for the preceding two years. During 1995, the subsidiary banks can, without prior regulatory approval, declare dividends of approximately $6,214,000 to the Parent Company, plus retained net profits for the interim period through the date of such dividend declaration. NOTE TEN INCOME TAXES Deferred income taxes reflect the net tax effects of temporary differences between the carrying amounts of assets and liabilities for financial reporting purposes and the amounts used for income tax purposes. Significant components of the Company's deferred tax assets and liabilities are as follows: DECEMBER 31 1994 1993 DEFERRED TAX ASSETS: ALLOWANCE FOR LOAN LOSSES $ 2,208,000 $ 2,168,000 ACQUIRED NET OPERATING LOSS CARRY FORWARD 777,000 885,000 DEFERRED COMPENSATION PAYABLE 436,000 435,000 SECURITIES AVAILABLE FOR SALE 1,356,000 0 OTHER 200,000 155,000 TOTAL DEFERRED TAX ASSETS 4,977,000 3,643,000 DEFERRED TAX LIABILITIES: FEDERAL INCOME TAX ALLOWANCE FOR LOAN LOSSES 630,000 861,000 PREMISES AND EQUIPMENT 746,000 734,000 CORE DEPOSIT INTANGIBLE 482,000 544,000 INVESTMENTS 139,000 172,000 LOANS 272,000 278,000 PREPAIDS 111,000 111,000 OTHER 8,000 13,000 TOTAL DEFERRED TAX LIABILITIES 2,388,000 2,713,000 NET DEFERRED TAX ASSETS $ 2,589,000 $ 930,000 SIGNIFICANT COMPONENTS OF THE PROVISION FOR INCOME TAXES ARE AS FOLLOWS: LIABILITY METHOD 1994 1993 1992 FEDERAL: CURRENT $ 2,876,000 $ 2,667,000 $ 2,469,000 DEFERRED (303,000) (153,000) (402,000) 2,573,000 2,514,000 2,067,000 STATE 620,000 435,000 444,000 TOTAL $ 3,193,000 $ 2,949,000 $ 2,511,000 Current income tax expense (benefit) attributable to investment securities transactions approximated $(321,000), $129,000, and $4,000 in 1994, 1993, and 1992, respectively. As of December 31, 1994, the Company has approximately $ 1.7 million and $2.3 million, respectively, of federal and state income tax credit carryforwards which expire in 2006. 33 NOTES TO CONSOLIDATED FINANCIAL STATEMENTS CITY HOLDING COMPANY AND SUBSIDIARIES NOTE TEN INCOME TAXES (CONTINUED) A reconciliation between income taxes as reported and the amount computed by applying the statutory federal income tax rate to income before income taxes follows: LIABILITY METHOD 1994 1993 1992 COMPUTED FEDERAL TAXES AND STATUTORY RATE $ 3,997,000 $ 2,764,000 $ 2,861,000 STATE INCOME TAXES, NET OF FEDERAL TAX BENEFIT 340,000 314,000 320,000 TAX EFFECTS OF: NONTAXABLE INTEREST INCOME (611,000) (593,000) (606,000) OTHER ITEMS, NET (33,000) 39,000 (64,000) $ 3,193,000 $ 2,949,000 $ 2,511,000
NOTE ELEVEN RETIREMENT PLAN The City Holding Company Profit Sharing and 401(k) Plan (the Plan) is a deferred compensation plan under section 401(k) of the Internal Revenue Code. All employees who complete one year of service are eligible to participate in the Plan. Participants may contribute from 1% to 15% of pre-tax earnings to their respective accounts. These contributions may be invested in any of four investment options selected by the employee, one of which is City Holding Company common stock. The Company matches 50% of the first 6% of compensation deferred by the participant with City Holding Company common stock. Profit sharing contributions are discretionary, as determined annually by the Company's Board of Directors. The Company's total expense associated with the Plan approximated $881,000, $562,000, and $403,000 in 1994, 1993, and 1992, respectively. The total number of shares of the Company's common stock held by the Plan is 120,492. Other than the Plan, the Company offers no postretirement benefits. In May 1993, the Company formed the 1993 Stock Incentive Plan (Incentive Plan) applicable to key employees. Under the Incentive Plan, stock options are granted at an amount no less than the fair value of the Company's common stock on the date of the grant. Participants in the Incentive Plan may also be granted stock appreciation rights and stock awards, at the discretion of the Company's Compensation Committee of the Board of Directors. A maximum of 300,000 shares of the Company's common stock may be issued pursuant to the provisions of the Incentive Plan. Since its inception, no awards have been made under the Incentive Plan. NOTE TWELVE TRANSACTIONS WITH DIRECTORS AND OFFICERS Subsidiaries of the Company have granted loans to the officers and directors of the Company and its subsidiaries, and to their associates. The loans were made in the ordinary course of business and on substantially the same terms, including interest rates and collateral, as those prevailing at the same time for comparable transactions with unrelated persons and did not involve more than normal risk of collectibility. The aggregate amount of loans outstanding as of December 31, 1994 and 1993, attributable directly and indirectly to these parties, was approximately $20,089,000 and $18,898,000, respectively. During 1994, $6,693,000 of new loans were made and repayments totaled $5,502,000. A director of one of the Company's subsidiaries is the President of a non-affiliated financial institution that participates in the whole-loan bulk purchasing program (See NOTE FIVE). 34 NOTES TO CONSOLIDATED FINANCIAL STATEMENTS CITY HOLDING COMPANY AND SUBSIDIARIES NOTE THIRTEEN INCOME Included in other income in 1994 is $1,400,000 related to an insurance recovery at one of the Company's subsidiary banks. Additionally, in 1994 the Company became involved in the secondary market for mortgage loans which generated fee income of $317,000. NOTE FOURTEEN EXPENSES The following items of other expenses exceeded one percent of total revenue for the respective years: 1994 1993 1992 INSURANCE, INCLUDING FDIC PREMIUMS $ 1,545,000 $ 1,324,000 $ 1,068,000 ADVERTISING 868,000 606,000 419,000 BANK SUPPLIES 887,000 783,000 573,000 LEGAL AND ACCOUNTING FEES 952,000 475,000 335,000 NOTE FIFTEEN COMMITMENTS AND CONTINGENT LIABILITIES In the normal course of business, certain financial products are offered by the Company to accommodate the financial needs of its customers. Loan commitments (lines of credit) represent the principal off-balance-sheet financial product offered by the Company. At December 31, 1994 and 1993, commitments outstanding to extend credit totaled approximately $45,776,000 and $25,252,000, respectively. To a much lesser extent, the Company offers standby letters of credit which require payments to be made on behalf of customers when certain specified future events occur. Amounts outstanding pursuant to such standby letters of credit were $3,161,000 and $780,000 as of December 31, 1994 and 1993, respectively. Historically, substantially all standby letters of credit have expired unfunded. Both of the above arrangements have credit risks essentially the same as that involved in extending loans to customers and are subject to the Company's standard credit policies. Collateral is obtained based on management's credit assessment of the customer. Management does not anticipate any material losses as a result of these commitments. NOTE SIXTEEN PREFERRED STOCK AND SHAREHOLDER RIGHTS PLAN The Company's Board of Directors has the authority to issue preferred stock, and to fix the designation, preferences, rights, dividends and all other attributes of such preferred stock, without any vote or action by the shareholders. As of December 31, 1994, there are no such shares outstanding, nor are any expected to be issued, except as might occur pursuant to the Stock Rights Plan discussed below. The Company's Stock Rights Plan provides that each share of common stock carries with it one right. The rights would be exercisable only if a person or group, as defined, acquired 10% or more of the Company's common stock, or announces a tender offer for such stock. Under conditions described in the Stock Rights Plan, holders of rights could acquire shares of preferred stock or additional shares of the Company's common stock, or in the event of a 50% or more change-in-control, shares of common stock of the acquiror. The value of shares acquired under the plan would equal twice the exercise price. 35 NOTES TO CONSOLIDATED FINANCIAL STATEMENTS CITY HOLDING COMPANY AND SUBSIDIARIES NOTE SEVENTEEN FAIR VALUES OF FINANCIAL INSTRUMENTS FASB Statement No. 107, "Disclosures about Fair Value of Financial Instruments," requires disclosure of fair value information about financial instruments, whether or not recognized in the balance sheet, for which it is practicable to estimate that value. In cases where quoted market prices are not available, fair values are based on estimates using present value or other valuation techniques. Those techniques are significantly affected by the assumptions used, including the discount rate and estimates of future cash flows. In that regard, the derived fair value estimates cannot be substantiated by comparison to independent markets and, in many cases, could not be realized in immediate settlement of the instrument. SFAS No. 107 excludes certain financial instruments and all nonfinancial instruments from its disclosure requirements. Accordingly, the aggregate fair value amounts presented do not represent the underlying value of the Company. The following table represents the estimates of fair value of financial instruments: FAIR VALUE OF FINANCIAL INSTRUMENTS 1994 1993 CARRYING FAIR CARRYING FAIR AMOUNT VALUE AMOUNT VALUE ASSETS CASH AND SHORT-TERM INVESTMENTS $ 27,591,000 $ 27,591,000 $ 27,436,000 $ 27,436,000 LOANS HELD FOR SALE 30,227,000 30,227,000 SECURITIES 199,813,000 191,915,000 241,637,000 248,031,000 NET LOANS 489,395,000 478,324,000 407,990,000 412,587,000 LIABILITIES DEMAND DEPOSITS 388,794,000 388,794,000 400,099,000 400,099,000 TIME DEPOSITS 262,470,000 255,190,000 217,234,000 249,526,000 SHORT-TERM BORROWINGS 57,483,000 57,483,000 21,669,000 21,669,000 LONG-TERM DEBT 6,875,000 6,875,000 5,875,000 5,875,000 OFF-BALANCE SHEET COMMITMENTS TO EXTEND CREDIT 45,776,000 45,776,000 25,252,000 25,252,000 LETTERS OF CREDIT 3,161,000 3,161,000 780,000 780,000
The following methods and assumptions were used in estimating fair value amounts for financial instruments: The fair values for the loan portfolio are estimated using discounted cash flow analyses at interest rates currently being offered for loans with similar terms to borrowers of similar credit quality. The carrying values of accrued interest approximate fair value. The fair values of demand deposits (i.e interest and noninterest-bearing checking, regular savings, and other types of money market demand accounts) are, by definition, equal to their carrying amounts. Fair values for certificates of deposit are estimated using a discounted cash flow calculation that applies interest rates currently being offered on certificates to a schedule of aggregate expected monthly maturities of time deposits. Securities sold under agreements to repurchase represent borrowings with original maturities of less than 90 days. The carrying amounts of short-term borrowings approximate their fair values. The fair values of long-term borrowings are estimated using discounted cash flow analyses based on the Company's current incremental borrowing rates for similar types of borrowing arrangements. The fair values of commitments are estimated based on fees currently charged to enter into similar agreements, taking into consideration the remaining terms of the agreements and the counterparties' credit standing. 36 NOTES TO CONSOLIDATED FINANCIAL STATEMENTS CITY HOLDING COMPANY AND SUBSIDIARIES NOTE EIGHTEEN CITY HOLDING COMPANY (PARENT COMPANY ONLY)FINANCIAL INFORMATION CONDENSED BALANCE SHEETS DECEMBER 31 1994 1993 ASSETS CASH $ 77,000 $ 188,000 SECURITIES AVAILABLE-FOR-SALE 1,726,000 1,603,000 INVESTMENT IN SUBSIDIARIES 67,009,000 60,630,000 FIXED ASSETS 1,745,000 1,768,000 OTHER ASSETS 1,262,000 490,000 TOTAL ASSETS $ 71,819,000 $ 64,679,000 LIABILITIES LONG-TERM DEBT $ 6,875,000 $ 5,875,000 ADVANCES FROM AFFILIATES 5,807,000 2,234,000 OTHER LIABILITIES 2,268,000 736,000 TOTAL LIABILITIES 14,950,000 8,845,000 STOCKHOLDERS' EQUITY 56,869,000 55,834,000 TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY $ 71,819,000 $ 64,679,000 Advances from affiliates, which eliminate for purposes of the Company's consolidated financial statements, represent amounts borrowed from banking subsidiaries to fund the purchase of certain bank premises and to meet other cash needs of the parent. Such debt is collateralized by the securities and fixed assets of the Parent Company. Interest is due quarterly at prime with principal due at maturity in 1997. The maximum available credit under the advance is subject to the subsidiaries' legal lending limit which approximated $6,356,000 at year end. CONDENSED STATEMENTS OF INCOME YEAR ENDED DECEMBER 31 1994 1993 1992 INCOME DIVIDENDS FROM BANK SUBSIDIARIES $ 5,231,000 $ 10,906,000 $ 4,476,000 INTEREST AND DIVIDENDS ON SECURITIES 111,000 117,000 12,000 OTHER INCOME 1,604,000 146,000 - 6,946,000 11,169,000 4,488,000 EXPENSES INTEREST EXPENSE 735,000 349,000 5,000 OTHER EXPENSES 3,159,000 2,505,000 1,508,000 3,894,000 2,854,000 1,513,000 INCOME BEFORE INCOME TAX BENEFIT AND EQUITY IN UNDISTRIBUTED NET INCOME (EXCESS DIVIDENDS) OF SUBSIDIARIES 3,052,000 8,315,000 2,975,000 INCOME TAX BENEFIT (1,344,000) (991,000) (605,000) INCOME BEFORE EQUITY IN UNDISTRIBUTED NET INCOME (EXCESS DIVIDENDS) OF SUBSIDIARIES 4,396,000 9,306,000 3,580,000 EQUITY IN UNDISTRIBUTED NET INCOME (EXCESS DIVIDENDS) OF SUBSIDIARIES 2,563,000 (2,874,000) 2,324,000 NET INCOME $ 6,959,000 $ 6,432,000 $ 5,904,000
37 NOTES TO CONSOLIDATED FINANCIAL STATEMENTS CITY HOLDING COMPANY AND SUBSIDIARIES NOTE EIGHTEEN CITY HOLDING COMPANY (PARENT COMPANY ONLY) FINANCIAL INFORMATION (CONTINUED) CONDENSED STATEMENTS OF CASH FLOWS YEAR ENDED DECEMBER 31 1994 1993 1992 OPERATING ACTIVITIES NET INCOME $ 6,959,000 $ 6,432,000 $ 5,904,000 ADJUSTMENTS TO RECONCILE NET INCOME TO NET CASH PROVIDED BY OPERATING ACTIVITIES: PROVISION FOR DEPRECIATION 149,000 DECREASE (INCREASE) IN OTHER ASSETS 44,000 (128,000) 190,000 INCREASE (DECREASE) IN OTHER LIABILITIES 1,532,000 430,000 (98,000) (EQUITY IN UNDISTRIBUTED NET INCOME) EXCESS DIVIDENDS OF SUBSIDIARIES (2,563,000) 2,874,000 (2,324,000) OTHER 99,000 32,000 NET CASH PROVIDED BY OPERATING ACTIVITIES 6,121,000 9,707,000 3,704,000 INVESTING ACTIVITIES PROCEEDS FROM MATURITIES OF INVESTMENT SECURITIES 6,551,000 250,000 PROCEEDS FROM SALES OF SECURITIES 250,000 PURCHASES OF INVESTMENT SECURITIES (148,000) (6,407,000) (2,246,000) PURCHASES OF MORTGAGE LOANS (808,000) CASH PAID FOR ACQUIRED SUBSIDIARY (532,000) (193,000) (2,250,000) CASH INVESTED IN SUBSIDIARIES (5,318,000) (8,767,000) (2,000,000) PURCHASES OF PREMISES AND EQUIPMENT (126,000) (1,706,000) NET CASH USED IN INVESTING ACTIVITIES (6,932,000) (10,272,000) (6,246,000) FINANCING ACTIVITIES PROCEEDS FROM LONG-TERM DEBT 6,875,000 5,225,000 4,000,000 PRINCIPAL REPAYMENTS ON LONG-TERM DEBT (5,875,000) (3,350,000) ADVANCES FROM BANK SUBSIDIARIES, NET 3,573,000 2,234,000 CASH DIVIDENDS PAID (2,298,000) (1,833,000) (1,611,000) PURCHASES OF TREASURY STOCK (193,000) (2,218,000) (548,000) PROCEEDS FROM SALES OF TREASURY STOCK 461,000 565,000 665,000 REDEMPTION OF DISSENTER AND FRACTIONAL SHARES (1,843,000) NET CASH PROVIDED BY FINANCING ACTIVITIES 700,000 623,000 2,506,000 (DECREASE) INCREASE IN CASH (111,000) 58,000 (36,000) CASH AT BEGINNING OF YEAR 188,000 130,000 166,000 CASH AT END OF YEAR $ 77,000 $ 188,000 $ 130,000
38 NOTES TO CONSOLIDATED FINANCIAL STATEMENTS CITY HOLDING COMPANY AND SUBSIDIARIES NOTE NINETEEN SUMMARIZED QUARTERLY FINANCIAL INFORMATION (UNAUDITED) A summary of selected quarterly financial information for 1994 and 1993 follows: FIRST SECOND THIRD FOURTH QUARTER QUARTER QUARTER QUARTER 1994 INTEREST INCOME $ 12,665,000 $ 13,359,000 $ 14,295,000 $ 14,829,000 INTEREST EXPENSE 5,095,000 5,259,000 5,682,000 6,206,000 NET INTEREST INCOME 7,570,000 8,100,000 8,613,000 8,623,000 PROVISION FOR POSSIBLE LOAN LOSSES 201,000 215,000 215,000 322,000 INVESTMENT SECURITIES GAINS (LOSSES) 69,000 3,000 (20,000) (855,000) NET INCOME 1,658,000 1,644,000 1,725,000 1,932,000 NET INCOME PER COMMON SHARE 0.44 0.44 0.45 0.52 1993 INTEREST INCOME $ 11,760,000 $ 11,877,000 $ 11,891,000 $ 12,688,000 INTEREST EXPENSE 4,774,000 4,781,000 4,761,000 5,231,000 NET INTEREST INCOME 6,986,000 7,096,000 7,130,000 7,457,000 PROVISION FOR POSSIBLE LOAN LOSSES 343,000 320,000 295,000 383,000 INVESTMENT SECURITIES GAINS 87,000 99,000 84,000 52,000 NET INCOME 1,661,000 1,646,000 1,678,000 1,447,000 NET INCOME PER COMMON SHARE 0.44 0.44 0.45 0.38
NOTE TWENTY PENDING MERGER In March 1995, the Company signed a definitive agreement to acquire First Merchants Bancorp in Montgomery, West Virginia (Merchants). At December 31, 1994, Merchants reported total assets of approximately $115 million. The merger, which is expected to be consummated in the third quarter of 1995, involves the exchange of approximately 920,000 shares of Company common stock for all of Merchants' outstanding shares. It is anticipated that the transaction will be accounted for under the pooling of interests method of accounting. The following condensed unaudited proforma financial information presents selected balance sheet amounts and operating results of the Company and Merchants as though they had been combined during all periods indicated below. (IN THOUSANDS, EXCEPT PER SHARE DATA) 1994 1993 1992 AT YEAR END NET LOANS $ 547,809 $ 462,424 $ 376,206 TOTAL DEPOSITS 746,805 709,958 605,398 TOTAL ASSETS 895,817 816,225 701,862 SUMMARY OF OPERATIONS NET INTEREST INCOME $ 37,594 $ 32,876 $ 28,696 INCOME BEFORE CUMULATIVE EFFECT OF ACCOUNTING CHANGE 8,142 7,762 6,972 NET INCOME 8,142 7,645 6,972 INCOME BEFORE CUMULATIVE EFFECT OF ACCOUNTING CHANGE PER SHARE 1.73 1.63 1.48 NET INCOME PER COMMON SHARE 1.73 1.63 1.48
39
EX-13 5 EXHIBIT 13(B) Report of Ernst & Young LLP Independent Auditors Board of Directors and Stockholders First Merchants Bancorp, Inc. We have audited the accompanying consolidated balance sheets of First Merchants Bancorp, Inc. and subsidiary as of December 31, 1994 and 1993, and the related consolidated statements of income, stockholders' equity, and cash flows for each of the three years in the period ended December 31, 1994. These financial statements are the responsibility of the Company's management. Our responsibility is to express an opinion on these financial statements based on our audits. We conducted our audits in accordance with generally accepted auditing standards. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audits provide a reasonable basis for our opinion. In our opinion, the financial statements referred to above present fairly, in all material respects, the consolidated financial position of First Merchants Bancorp, Inc. and subsidiary at December 31, 1994 and 1993, and the consolidated results of their operations and their cash flows for each of the three years in the period ended December 31, 1994, in conformity with generally accepted accounting principles. As discussed in the footnotes to the consolidated financial statements, in 1993 First Merchants Bancorp, Inc. changed its method of accounting for securities (Note D), postretirement benefits other than pensions (Note I), and income taxes (Note J). Ernst & Young, LLP Charleston, West Virginia January 27, 1995, except as to March 14, 1995, Note O. First Merchants Bancorp, Inc. and Subsidiary Consolidated Balance Sheets DECEMBER 31 1994 1993 ASSETS Cash and due from banks $ 5,211,650 $ 4,436,864 Federal funds sold 810,000 710,000 Cash and Cash Equivalents 6,021,650 5,146,864 Interest-bearing deposits in other banks 670,734 1,215,307 Securities available for sale (cost: 1994 - $16,204,906; 1993 - $20,547,829) 14,888,731 21,056,123 Investment securities (approximate market value: 1994 - $28,304,476; 1993 - $22,312,255) 28,648,209 21,139,938 Loans - gross 59,015,396 55,067,019 Less: Unearned income (141,203) (188,366) Allowance for loan losses (460,000) (445,000) Loans - Net 58,414,193 54,433,653 Premises and equipment 3,452,390 3,551,457 Other assets 3,195,202 2,603,663 Total Assets $115,291,109 $109,147,005 LIABILITIES Deposits: Noninterest-bearing $ 13,674,107 $ 10,882,479 Interest-bearing 81,867,045 81,742,940 Total Deposits 95,541,152 92,625,419 Short-term borrowings: Securities sold under agreements to repurchase 8,634,139 4,947,012 Other short-term borrowings 509,881 595,807 Total Short-Term Borrowings 9,144,020 5,542,819 Other liabilities 1,144,151 1,207,401 Total Liabilities 105,829,323 99,375,639 STOCKHOLDERS' EQUITY Common stock, $2 par value - 1,000,000 shares authorized; 576,000 shares issued and outstanding at December 31, 1994 and 1993 1,152,000 1,152,000 Surplus 649,343 649,343 Retained earnings 8,450,153 7,665,033 Net unrealized (loss) gain on securities available for sale, net of the related tax effect: 1994 - ($526,465); 1993 - $203,304 (789,710) 304,990 Total Stockholders' Equity 9,461,786 9,771,366 Total Liabilities and Stockholders' Equity $115,291,109 $109,147,005 SEE NOTES TO CONSOLIDATED FINANCIAL STATEMENTS.
First Merchants Bancorp, Inc. and Subsidiary Consolidated Statements of Income YEAR ENDED DECEMBER 31 1994 1993 1992 INTEREST INCOME Interest and fees on loans $4,899,930 $4,349,508 $4,272,442 Interest and dividends on securities: Taxable 1,825,918 1,842,861 2,245,531 Nontaxable 761,162 806,764 750,040 Interest on federal funds sold 47,284 48,616 61,228 Interest on deposits with other banks 79,781 38,050 23,604 Total Interest Income 7,614,075 7,085,799 7,352,845 INTEREST EXPENSE Interest on deposits 2,767,583 2,664,333 2,964,063 Interest on short-term borrowings 158,949 213,973 341,558 Total Interest Expense 2,926,532 2,878,306 3,305,621 Net Interest Income 4,687,543 4,207,493 4,047,224 Provision for loan losses 86,699 93,193 103,155 Net Interest Income after Provision for Loan Losses 4,600,844 4,114,300 3,944,069 OTHER INCOME Service charges on deposit accounts 326,698 306,879 272,619 Other service charges and fees 50,509 48,746 41,210 Securities gains, net 73,829 351,522 6,122 Other 151,024 151,001 111,205 Total Other Income 602,060 858,148 431,156 OTHER EXPENSE Salaries and employee benefits 1,752,089 1,573,371 1,444,818 Occupancy expense of premises 298,126 237,402 204,785 Furniture and equipment expense 291,738 283,545 303,201 Other expenses 1,325,789 1,130,605 1,027,317 Total Other Expense 3,667,742 3,224,923 2,980,121 Income Before Income Taxes and Cumulative Effect of Change in Accounting Principle 1,535,162 1,747,525 1,395,104 Income taxes 352,602 417,918 327,392 Income Before Cumulative Effect of Change in Accounting Principle 1,182,560 1,329,607 1,067,712 Cumulative Effect of Change in Accounting Principle For Postretirement Benefits, Net of Tax Benefit of $77,953 - (116,930) Net Income $1,182,560 $1,212,677 $1,067,712 Earnings Per Common Share: Income before cumulative effect of change in accounting principle $ 2.05 $ 2.31 $ 1.85 Cumulative effect of change in accounting principle - (.20) - Net Income $ 2.05 $ 2.11 $ 1.85 Average common shares outstanding 576,000 576,000 576,000 SEE NOTES TO CONSOLIDATED FINANCIAL STATEMENTS.
First Merchants Bancorp, Inc. and Subsidiary Consolidated Statements of Stockholders' Equity NET UNREALIZED TOTAL COMMON RETAINED GAIN (LOSS) ON STOCKHOLDERS' STOCK SURPLUS EARNINGS SECURITIES EQUITY Balance at January 1, 1992 $ 288,000 $649,343 $6,889,444 $(266,818) $7,559,969 Net income - - 1,067,712 - 1,067,712 Change in net unrealized loss on marketable equity securities - - - 179,721 179,721 Cash dividends ($.46 per share) - - (266,400) - (266,400) Balance at December 31, 1992 288,000 649,343 7,690,756 (87,097) 8,541,002 Net income - - 1,212,677 - 1,212,677 Change in net unrealized loss - - - (9,880) (9,880) on marketable equity securities Cash dividends ($.65 per share) - - (374,400) - (374,400) Stock split effected in the 864,000 - (864,000) - - form of a 3 for 1 stock dividend Change in accounting method for securities, net of taxes of $203,304 - - - 401,967 401,967 Balance at December 31, 1993 1,152,000 649,343 7,665,033 304,990 9,771,366 Net income - - 1,182,560 - 1,182,560 Change in net unrealized loss on securities - - - (1,094,700) (1,094,700) Cash dividends ($.69 per share) - - (397,440) - (397,440) Balance at December 31, 1994 $1,152,00 $649,343 $8,450,153 $ (789,710) $ 9,461,786
SEE NOTES TO CONSOLIDATED FINANCIAL STATEMENTS. First Merchants Bancorp, Inc. and Subsidiary Consolidated Statements of Cash Flows YEAR ENDED DECEMBER 31 OPERATING ACTIVITIES 1994 1993 1992 Net income $ 1,182,560 $ 1,212,677 $ 1,067,712 Adjustments to reconcile net income to net cash provided by operating activities: Cumulative effect of change in accounting principle 116,930 - Net (accretion) amortization (8,846) (2,589) 41,013 Provision for loan losses 86,699 93,193 103,155 Depreciation 204,392 220,057 222,056 Deferred income tax (benefit) expense (5,547) 13,257 (124,951) Securities gains, net (73,829) (351,522) (6,122) Purchases of trading account securities (2,880,211) (5,177,674) Proceeds from sales of trading account securities 2,880,211 5,177,674 Decrease in other assets 160,973 2,158 63,613 Decrease in other liabilities (63,250) (212,551) (129,869) Net Cash Provided by Operating Activities 1,483,152 1,091,610 1,236,607 INVESTING ACTIVITIES Purchases of investment securities (11,588,316) (14,976,841) (17,392,904) Purchases of securities available for sale (1,955,534) Proceeds from sales of securities available for sale 6,361,604 6,303,206 - Proceeds from maturities of securities available for sale - 1,591,843 - Proceeds from maturities of investment securities 3,610,085 2,763,236 6,760,446 Proceeds from calls of investment securities 1,034,050 3,736,543 8,945,230 Net decrease in short-term investments 1,295,068 Net (increase) decrease in loans (4,141,203) 3,478,477 (5,960,120) Net cash received in acquisition 5,843,968 - Purchases of premises and equipment (105,325) (209,854) (200,848) Proceeds from sale of other real estate owned 56,779 40,919 9,500 Net Cash (Used in) Provided By Investing Activities (6,727,860) 9,866,565 (7,838,696) FINANCING ACTIVITIES Net increase in noninterest-bearing deposits 2,791,628 655,298 1,332,764 Net increase (decrease) in interest-bearing deposits 124,105 (1,879,103) 2,701,535 Net increase (decrease) in repurchase agreements 3,687,128 (10,248,121) 4,738,724 Net (decrease) increase in other short-term borrowings (85,927) 12,111 198,045 Cash dividends paid (397,440) (420,479) (234,720) Net Cash Provided by (Used in) Financing Activities 6,119,494 (11,880,294) 8,736,348 Increase (Decrease) in Cash and Cash Equivalents 874,786 (922,119) 2,134,259 Cash and cash equivalents at beginning of year 5,146,864 6,068,983 3,934,724 Cash and Cash Equivalents at End of Year 6,021,650 $ 5,146,864 $ 6,068,983
First Merchants Bancorp, Inc. and Subsidiary Notes to Consolidated Financial Statements December 31, 1994 NOTE A - SUMMARY OF SIGNIFICANT ACCOUNTING AND REPORTING POLICIES The accounting and reporting policies of First Merchants Bancorp, Inc. and subsidiary (First Merchants) conform with generally accepted accounting principles. The following is a summary of the more significant policies: PRINCIPLES OF CONSOLIDATION: The accompanying consolidated financial statements include the accounts of First Merchants Bancorp, Inc. and its wholly- owned subsidiary, the Merchants National Bank (Merchants National). All significant intercompany balances and transactions have been eliminated. STATEMENT OF CASH FLOWS: For purposes of the statement of cash flows, First Merchants considers cash and due from banks and federal funds sold as cash and cash equivalents. Income taxes paid approximated $348,000 in 1994, $529,000 in 1993, and $453,000 in 1992. Interest paid on deposits and short-term borrowings approximated $2,888,000 in 1994, $2,886,000 in 1993, and $3,461,000 in 1992. SECURITIES: Management determines the appropriate classification of debt securities at the time of purchase and reevaluates such designation as of each balance sheet date. Debt securities are classified as held-to-maturity when First Merchants has the positive intent and ability to hold the securities to maturity. Held-to-maturity securities are stated at amortized cost. Trading account securities are held for resale in anticipation of short-term market movements and are stated at fair value. Gains and losses on trading securities, both realized and unrealized, are included in other income. No securities were held in the trading account at December 31, 1994 or 1993. Debt securities not classified as held-to-maturity or trading and marketable equity securities not classified as trading are classified as available-for-sale. Available-for-sale securities are stated at fair value, with the unrealized gains and losses, net of tax, reported in a separate component of stockholders' equity. The amortized cost of debt securities classified as held-to-maturity or available-for-sale is adjusted for amortization of premiums and accretion of discounts to maturity, or in the case of mortgage-backed securities, over the estimated life of the security. Realized gains and losses, and declines in value estimated to be other-than-temporary are included in net securities gains (losses). The cost of securities sold is based on the specific identification method. REVENUE RECOGNITION: Interest on loans is accrued and credited to operations based upon the principal amount outstanding. The accrual of interest generally is discontinued when a loan becomes 90 days past due as to principal or interest. When interest accruals are discontinued, unpaid interest recognized in income in the current year is reversed, and interest accrued in prior years is charged to the allowance for loan losses. Management may elect to continue the accrual of interest when the estimated net realizable value of collateral is sufficient to cover principal and accrued interest, and the loan is in the process of collection. ALLOWANCE FOR LOAN LOSSES: The allowance for loan losses is established through a provision charged to operations. The allowance represents an amount which, in management's judgment, will be adequate to absorb potential losses on existing loans which may become uncollectible. Management's judgment in determining the adequacy of the allowance is based on quarterly evaluations which take into consideration such factors as changes in the nature and volume of the loan portfolio, current economic conditions which may affect the borrower's ability to pay, overall portfolio quality, and review of specific problem loans. Loans deemed to be uncollectible are charged against the allowance for loan losses. PREMISES AND EQUIPMENT: Premises and equipment are stated at cost less accumulated depreciation. The provision for depreciation is computed principally by the straight-line method over the estimated useful lives of the assets. INCOME TAXES: The consolidated provision for income taxes is based upon reported income and expense. Deferred income taxes (included in other assets or other liabilities, as applicable) are provided for temporary differences between the financial reporting and tax bases of assets and liabilities. First Merchants and its subsidiary file a consolidated income tax return. The subsidiary provides for income taxes on a separate return basis and remits amounts determined to be currently payable to First Merchants. LOAN FEES AND COSTS: Loan origination fees and direct loan origination costs are being recognized as collected and incurred. The use of this method of recognition does not produce results that are materially different from results which would have been produced if such costs and fees were deferred and amortized as an adjustment of loan yield over the life of the related loan. NET INCOME PER COMMON SHARE: Net income per common share is based on the weighted average common shares outstanding during each year. Net income per share has been restated for all periods prior to 1993 presented to reflect a stock split, effected in the form of a 3 for 1 stock dividend, which occurred in 1993. NOTE B - ACQUISITIONS In March, 1987, First Merchants acquired Gauley National Bank (Gauley National), which has subsequently been merged with and into Merchants National. The acquisition was accounted for under the purchase method of accounting. Accordingly, the identifiable tangible and intangible assets and liabilities of Gauley National were adjusted to their estimated fair market values at the date the transaction was consummated. In September 1993, Merchants National was declared the successful bidder for the purchase of certain assets and the assumption of the insured deposits and certain other liabilities of Evergreen Federal Savings and Loan (Evergreen) following its closure by the Office of Thrift Supervision. Merchants National assumed deposits of approximately $15 million in exchange for net loans of approximately $6 million, cash and cash equivalents (net of the premium paid by Merchants National of approximately $900,000) of approximately $6 million, and certain other assets. This acquisition was accounted for under the purchase method of accounting. Accordingly, the results of operations of Evergreen have been included in the related consolidated totals from the date of acquisition. Intangible assets representing the present value of future net income to be earned from the acquired deposits of Gauley National and Evergreen ($459,000) are being amortized on an accelerated basis over ten and seven years, respectively. Accumulated amortization approximated $221,000 and $149,000 at December 31, 1994 and 1993, respectively. The excess of purchase price over the fair market value of the net assets acquired in the Gauley National and Evergreen transactions ($1,008,000) is being amortized on a straight-line basis over 15 years. Accumulated amortization approximated $259,000 and $193,000 at December 31, 1994 and 1993, respectively. NOTE C - RESTRICTIONS ON CASH AND DUE FROM BANKS Merchants National is required to maintain balances in cash on hand or on deposit with the Federal Reserve Bank. The average amount of required reserve balances was approximately $737,000 for the year ended December 31, 1994. NOTE D - SECURITIES In May 1993, the Financial Accounting Standards Board (FASB) issued Statement of Financial Accounting Standards No. 115, "Accounting for Certain Investments in Debt and Equity Securities." First Merchants elected to adopt the provisions of the new standard at the end of 1993. The cumulative effect as of December 31, 1993 of adopting Statement 115 had no effect on the results of operations. The ending balance of stockholders' equity was decreased as of December 31, 1994 by $789,710 (net of $526,465 in deferred income taxes) to reflect the net unrealized holding loss and increased as of December 31, 1993 by $401,967 (net of $203,304 in deferred income taxes) to reflect the net unrealized holding gain on securities classified as available-for-sale. The aggregate carrying and approximate market values of securities follow. Fair values are based on quoted market prices, where available. If quoted market prices are not available, fair values are based on quoted market prices of comparable instruments. DECEMBER 31, 1994 GROSS GROSS ESTIMATED AMORTIZED UNREALIZED UNREALIZED MARKET COST GAINS LOSSES VALUE HELD-TO-MATURITY U. S. Treasury securities and obligations of U. S. Government corporations and agencies $15,059,378 $ 8,812 $ (332,508) $14,735,682 Obligations of states and political subdivisions 10,928,045 262,041 (160,170) 11,029,916 Mortgage-backed securities 2,400,786 (112,788) 2,287,998 Other debt securities 260,000 (9,120) 250,880 Totals $28,648,209 $270,853 $ (614,586) $28,304,476 AVAILABLE-FOR-SALE U. S. Treasury securities and obligations of U. S. Government corporations and agencies $13,152,520 $ 7,278 $ (1,042,429) $12,117,369 Obligations of states and political subdivisions 1,308,011 5,478 (45,579) 1,267,910 Total debt securities 14,460,531 12,756 (1,088,008) 13,385,279 Equity securities 1,744,375 (240,923) 1,503,452 Totals $16,204,906 $ 12,756 $ (1,328,931) 14,888,731
DECEMBER 31, 1993 GROSS GROSS ESTIMATED AMORTIZED UNREALIZED UNREALIZED MARKET COST GAINS LOSSES VALUE HELD-TO-MATURITY U. S. Treasury securities and obligations of U. S. Government corporations and agencies $ 6,497,581 $ 127,669 $ (20,207) $ 6,605,043 Obligations of states and political subdivisions 11,904,049 985,913 (3,401) 12,886,561 Mortgage-backed securities 2,168,308 81,193 - 2,249,501 Other debt securities 570,000 3,550 (2,400) 571,150 Totals $21,139,938 $1,198,325 $ (26,008) $22,312,255 AVAILABLE-FOR-SALE U. S. Treasury securities and obligations of U. S. Government corporations and agencies $15,216,839 $ 419,682 $ (67,594) $15,568,927 Obligations of states and political subdivisions 2,395,685 219,433 - 2,615,118 Total debt securities 17,612,524 639,115 (67,594) 18,184,045 Equity securities 2,935,305 33,750 (96,977) 2,872,078 Totals $20,547,829 $ 672,865 $(164,571) $21,056,123
The amortized cost and estimated market value of debt securities at December 31, 1994, by contractual maturity, are shown below. Expected maturities will differ from contractual maturities because the issuers of the securities may have the right to call or prepay obligations with or without call or prepayment penalties. ESTIMATED AMORTIZED MARKET COST VALUE HELD-TO-MATURITY Due in one year or less $ 2,510,693 $ 2,503,105 Due after one year through five years 14,381,652 13,992,987 Due after five years through ten years 10,248,204 10,369,524 Due after ten years 1,507,660 1,438,860 $ 28,648,209 $28,304,476 AVAILABLE-FOR-SALE Due in one year or less $ - $ - Due after one year through five years 10,403,167 9,611,325 Due after five years through ten years 2,249,353 2,043,444 Due after ten years 1,808,011 1,730,510 $ 14,460,531 $13,385,279 During 1994, gross gains of approximately $134,000 and gross losses of approximately $96,000 were realized on securities sales. During 1993 and 1992, respectively, gross gains of approximately $353,000 and $209,000, and gross losses of $1,000 and $2,000 were realized on securities sales. Securities with a carrying value of approximately $11,086,030 and $8,089,179, respectively, have been pledged to secure public deposits and for other purposes as required or permitted by law as of December 31, 1994 and 1993, respectively. NOTE E - LOANS Major classifications of loans as of December 31 are summarized as follows: 1994 1993 Commercial loans: Commercial paper and loan participations $ 10,500,455 $ 9,318,614 Other commercial and industrial 16,440,210 14,225,357 26,940,665 23,543,971 Consumer loans: Installment loans 10,615,351 9,851,982 Revolving credit 780,551 528,513 11,395,902 10,380,495 Residential real estate loans 20,678,829 21,142,553 Total Loans 59,015,396 55,067,019 Less unearned income on loans 141,203 188,366 58,874,193 54,878,653 Less allowance for loan losses 460,000 445,000 Net Loans $ 58,414,193 $54,433,653 Changes in the allowance for loan losses for each of the three years ended December 31 were as follows: 1994 1993 1992 Balance, January 1 $445,000 $350,000 $ 360,000 Allowance on acquired loans 61,000 Provision for loan losses 86,699 93,193 103,155 Charge-offs (87,182) (77,852) (128,201) Recoveries 15,483 18,659 15,046 Balance, December 31 $460,000 $445,000 $ 350,000 Certain directors and executive officers of First Merchants, including their immediate families and companies in which they are principal owners, are loan customers of Merchants National. Such loans were made in the ordinary course of business on the Bank's normal credit terms including interest rate and collateralization and did not represent more than a normal risk of collection. The aggregate amount of loans outstanding at December 31, 1994 and 1993, attributable directly and indirectly to these parties was approximately $3,150,000 and $3,090,000, respectively. During 1994, $733,000 of new loans were made and repayments totaled $673,000. The FASB has issued SFAS No. 114, "Accounting By Creditors for Impairment of a Loan." The provisions of SFAS No. 114 are effective for fiscal years beginning after December 15, 1994. SFAS No. 114 requires that impaired loans be measured based on the present value of expected future cash flows discounted at the loan's effective interest rate or, as a practical expedient, at the loan's observable market price or fair value of the collateral if the loan is collateral dependent. First Merchants has not yet completed the complex analysis required to estimate the impact of these new rules and does not expect to implement SFAS No. 114 prior to its first quarter 1995 effective date. NOTE F - PREMISES AND EQUIPMENT The major categories of premises and equipment are summarized as follows: DECEMBER 31 1994 1993 Land $ 913,561 $ 913,561 Buildings 3,171,351 3,126,560 Furniture and equipment 2,144,560 2,084,026 6,229,472 6,124,147 Less accumulated depreciation 2,777,082 2,572,690 Premises and Equipment - Net $3,452,390 $3,551,457 NOTE G - DEPOSITS The major categories of deposits are summarized as follows: DECEMBER 31 1994 1993 Demand deposits: Non-interest-bearing $13,674,107 $10,882,479 Interest-bearing 13,942,620 13,176,640 Savings deposits 32,360,660 34,209,274 Certificates of deposits < $100,000 31,869,979 30,835,601 Certificates of deposits > $100,000 3,693,786 3,521,425 Total Deposits $95,541,152 $92,625,419 NOTE H - RESTRICTIONS ON SUBSIDIARY DIVIDENDS First Merchants's primary source of funds for payment of dividends to stockholders is dividends received from Merchants National. Certain restrictions exist regarding the ability of Merchants National to transfer funds to First Merchants in the form of cash dividends. Federal banking regulations require regulatory approval prior to declaring dividends in excess of the current year's net income, combined with retained net income for the two preceding years. During 1995, Merchants National can, without prior regulatory approval, declare dividends of approximately $1,610,000 to First Merchants, plus retained net profits for the interim period through the date of such dividend declaration. NOTE I - EMPLOYEE BENEFITS Merchants National participates in a noncontributory defined benefit retirement plan which covers all full-time employees with one year of service who have attained the age of 21. Employee benefits are based on years of service and employee compensation earned during employment. The Bank's funding policy is to contribute annually the maximum amount that can be deducted for federal income tax purposes. Contributions are intended to provide not only for benefits attributed to service to date but also for those expected to be earned in the future. The following table sets forth the Plan's funded status and the amounts recognized in First Merchants's balance sheets at December 31, based on actuarial valuations performed as of November 1: 1994 1993 Actuarial present value of accumulated benefit obligations - (substantially vested in full) $1,143,000 $1,191,000 Projected benefit obligation for service rendered to date $1,341,000 $1,402,000 Plan assets at fair value, primarily listed common stocks and investments in various mutual bond and stock funds 1,702,000 1,777,000 Funded Status - Plan Assets in Excess of Projected Benefit Obligation 361,000 375,000 Unrecognized net gain from past experience different from that assumed and effects of changes in assumptions (239,000) (263,000) Unrecognized prior service cost (23,000) (25,000) Unrecognized net asset (overfunding) at date of adoption of FASB No. 87 (145,000) (95,000) Net Accrued Pension Cost Included in Other Liabilities $ (46,000) $ (8,000)
Net periodic pension cost for each of the three years ended December 31 included the following components: 1994 1993 1992 Service cost - benefits earned during the period $ 42,000 $ 65,000 $ 76,000 Interest cost on projected benefit obligation 102,000 97,000 90,000 Actual return on plan assets 34,000 (207,000) (157,000) Deferred gains (181,000) 68,000 20,000 Amortization of unrecognized net gains (6,000) (14,000) (14,000) Amortization of unrecognized prior service cost (2,000) (2,000) (2,000) Amortization of plan overfunding at date of adoption (16,000) (10,000) (10,000) Net Periodic Pension (Benefit) Expense $ (27,000) $ (3,000) $ 3,000
The weighted-average discount rate and rate of increase in future compensation levels used in determining the actuarial present value of the projected benefit obligation were 8.5% and 6%, respectively, and 7.5% and 6%, respectively, at November 1, 1994 and 1993. The expected long-term rate of return on plan assets was 8.5% in 1994, 1993, and 1992. The overfunding as of the date of adoption of FASB No. 87, the net deferred gain from past experience different from that assumed, and the effects of changes in assumptions are being amortized as a net credit against pension cost over the average future working lifetime of the participants expected to receive benefits under the Plan which approximates 17 years. In addition to the defined benefit pension plan, Merchants National sponsors contributory defined benefit health care and life insurance plans that provide postretirement medical and life insurance benefits to qualifying retirees. Full-time employees who retire on or after age 62 with 15 years of service, or after age 65 with 10 years of service are eligible for medical benefits. The postretirement medical plan covers a stated percentage of eligible expenses, reduced by deductibles and other coverages, as applicable. The cost- sharing provisions of the medical plan require covered retirees to fund 50% of the total cost of employee coverage and 100% of any dependent coverage. Life insurance coverage is available only to employees who retired prior to January 1, 1993 and otherwise met the service requirements indicated above for medical benefits. The cost-sharing provisions of the postretirement life insurance plan require covered retirees to fund 50% of the total cost. Effective January 1, 1993, First Merchants adopted FASB Statement No. 106, "Employers' Accounting for Postretirement Benefits Other Than Pensions." The cumulative effect as of January 1, 1993 of adopting Statement 106 decreased net income by $116,930 (net of $77,953 in deferred income tax benefit), or $.20 per share. Adoption of the Statement also increased 1993 net periodic postretirement benefit cost by approximately $11,000. Postretirement benefit costs for 1992, which was recorded on a cash basis, has not been restated. The following table presents combined details of the amounts recognized in First Merchants's statement of financial position relative to the respective unfunded postretirement benefit plans: DECEMBER 31 1994 1993 Accumulated postretirement benefit obligation: Retirees $136,441 $128,789 Fully eligible active plan participants 17,657 16,665 Other active plan participants 63,894 60,321 Accrued Postretirement Benefit Cost $217,992 $205,775 Net periodic postretirement benefit cost for the years ended December 31, included the following components: 1994 1993 Service cost $ 6,777 $ 6,477 Interest cost 15,291 14,616 Net Periodic Postretirement Benefit Cost $22,068 $21,093 The weighted-average annual assumed rates of increase in the per capita cost of covered benefits are 11% (pre-age 65 benefits) and 9% (post-age 65 benefits) for 1994 (the rates previously assumed for 1993 were 11.5% and 9.5%, respectively) and are assumed to decrease .5% annually to an ultimate level of 5%. The annual assumed rate of increase in per capita cost of life insurance benefits (i.e., salary increases) is 5%. The health care cost trend rate assumption has a significant effect on the amounts reported. For example, increasing the assumed health care cost trend rates by one percentage point in each year would increase the accumulated postretirement benefit obligation as of December 31, 1993 by approximately $30,000, and the aggregate of the service and interest cost components of net periodic postretirement benefit cost for 1993 by approximately $5,000. The weighted-average discount rate used in determining the accumulated postretirement benefit obligation was 7.5% at December 31, 1994 and 1993. NOTE J - INCOME TAXES Effective January 1, 1993, First Merchants changed its method of accounting for income taxes from the deferred method to the liability method required by FASB Statement No. 109, "Accounting for Income Taxes." The cumulative effect of adopting Statement 109 as of January 1, 1993, was not material to First Merchants's consolidated financial statements. Deferred income taxes reflect the net tax effects of temporary differences between the carrying amounts of assets and liabilities for financial reporting purposes and the amounts used for income tax purposes. Significant components of First Merchants's deferred tax liabilities and assets as of December 31 are as follows: Deferred tax liabilities: 1994 1993 Unrealized gains on securities for sale - $203,000 Premises and equipment $179,000 185,000 Federal income tax allowance for loan losses 166,000 167,000 Other 42,000 34,000 Total Deferred Liabilities 387,000 589,000 Deferred tax assets: Unrealized losses on securities available for sale 526,000 - Allowance for loan losses 180,000 176,000 OPEB liability 86,000 81,000 Accrued liabilities 10,000 31,000 Other 38,000 54,000 Total Deferred Tax Assets 840,000 342,000 Net Deferred Tax Assets $483,000 $247,000 Income taxes included in earnings for each of the three years ended December 31 are composed of: DEFERRED LIABILITY METHOD METHOD 1994 1993 1992 Federal: Current $275,564 $306,289 $ 340,343 Deferred expense (benefit) (5,547) 13,257 (124,951) 270,017 319,546 215,392 State 82,585 98,372 112,000 Total $352,602 $417,918 $ 327,392 Current income tax expense attributable to securities transactions approximated $29,000, $141,000, and $2,000 in 1994, 1993, and 1992, respectively. The provision for income taxes differs from the federal statutory rate for the following reasons: LIABILITY METHOD DEFERRED METHOD 1994 % 1993 % 1992 % Computed tax at statutory federal rate $ 521,955 34.00% $ 594,159 34.00% $ 474,335 34.00% Add state income taxes net of federal tax benefit 53,478 3.48 63,789 3.65 59,469 4.26 Increase (decrease) in taxes resulting from: Tax-exempt interest (239,141) (15.58) (252,876) (14.47) (231,801) (16.62) Amortization of purchase accounting adjustments - - - - 20,003 1.43 Other 16,310 1.06 12,846 .73 5,386 .40 $ 352,602 22.96% $ 417,918 23.91% $ 327,392 23.47%
NOTE K - COMMITMENTS AND CONTINGENT LIABILITIES In the normal course of business, Merchants National offers a variety of financial products to customers to aid them in meeting their requirements for liquidity and credit enhancement. Generally accepted accounting principles recognize these transactions as contingent liabilities and, accordingly, they are not reflected in the accompanying financial statements. Following is a discussion of these transactions. STANDBY LETTERS OF CREDIT: These transactions are used by the Bank's customers as a means of improving their credit standing in their dealings with others. Under these agreements, the Bank agrees, in exchange for a fee, to honor certain financial commitments in the event that its customers are unable to do so. Amounts outstanding pursuant to such standby letters of credit as of December 31, 1994 and 1993 were $388,000 and $213,000, respectively. Management conducts regular reviews of these instruments on an individual customer basis, and the results are considered in assessing the adequacy of the allowance for loan losses. LOAN COMMITMENTS: As of December 31, 1994 and 1993, Merchants National had commitments outstanding to extend credit totaling approximately $2,633,000 and $682,000, respectively. These commitments (lines of credit) generally require the customers to maintain certain credit standards. Both of the above arrangements have credit risk essentially the same as that involved in extending loans to customers and are subject to the Company's standard credit policies. Collateral is obtained based on management's credit assessment of the customer. Management does not anticipate any material losses as a result of these commitments. NOTE L - OTHER INCOME AND EXPENSE The following items of other income and expense exceeded one percent of total revenue for the periods indicated: 1994 1993 1992 Other expense: FDIC assessment $213,000 $179,000 $170,000 Marketing 96,000 87,000 65,000 Directors and committee fees 94,000 88,000 63,000 Printing stationery and supplies 102,000 93,000 75,000 Other income: Credit life insurance premiums 97,000 94,000 88,000 NOTE M - FAIR VALUE OF FINANCIAL INSTRUMENTS In December 1991, the FASB issued Statement No. 107, "Disclosures about Fair Values of Financial Instruments." This statement requires the disclosure of the fair value of substantially all financial instruments, whether recognized or not recognized in the balance sheet. The statement does not change any of the present requirements for recognition, measurement, or classification of financial instruments in the financial statements. Statement 107 is effective for financial statements issued for fiscal years ending after December 15, 1995, for entities with less than $150 million in total assets. NOTE N - FIRST MERCHANTS BANCORP, INC. (PARENT ONLY) FINANCIAL INFORMATION CONDENSED BALANCE SHEETS DECEMBER 31 1994 1993 ASSETS Cash $ 56,137 $ 51,297 Investment in bank subsidiary 9,518,838 9,830,978 Other assets 175,000 160,000 Total Assets $9,749,975 $10,042,275 LIABILITIES Other liabilities $ 288,189 $ 270,909 Total Liabilities 288,189 270,909 Stockholders' equity 9,461,786 9,771,366 Total Liabilities and Stockholders' Equity $9,749,975 $10,042,275
CONDENSED STATEMENTS OF INCOME YEAR ENDED DECEMBER 31 1994 1993 1992 INCOME Dividends from bank subsidiary $ 400,000 $ 385,000 $ 275,000 Equity in undistributed earnings of subsidiary bank 782,560 827,677 792,712 Net Income $1,182,560 $1,212,677 $1,067,712
CONDENSED STATEMENTS OF CASH FLOWS YEAR ENDED DECEMBER 31 1994 1993 1992 OPERATING ACTIVITIES Net income $1,182,560 $1,212,677 $1,067,712 Adjustments to reconcile net income to cash provided by operating activities: Equity in undistributed earnings of subsidiary (782,560) (827,677) (792,713) (Increase) decrease in other assets (15,000) 45,000 (205,000) Cash Provided by Operating Activities 385,000 430,000 69,999 FINANCING ACTIVITIES Cash dividends paid (380,160) (420,479) (234,720) Cash Used in Financing Activities (380,160) (420,479) (234,720) Increase (Decrease) in Cash 4,840 9,521 (164,721) Cash at beginning of year 51,297 41,776 206,497 Cash at End of Year $ 56,137 $ 51,297 $ 41,776
NOTE O - PENDING MERGER On March 14, 1995, the Company's board of directors approved a plan of merger whereunder the company will be acquired by City Holding Company. The merger is subject to approval of shareholders and regulators and is expected to be consummated in the summer of 1995.
EX-22 6 EXHIBIT 22 EXHIBIT 22 SUBSIDIARIES OF THE REGISTRANT The City National Bank of Charleston, Charleston, West Virginia, Home National Bank of Sutton, Sutton, West Virginia, are national banking associations conducting business in West Virginia and are 100% owned by City Holding Company. The Peoples Bank of Point Pleasant, Point Pleasant, West Virginia; First State Bank & Trust, Rainelle, West Virginia; Bank of Ripley, Ripley, West Virginia; Blue Ridge Bank, Martinsburg, West Virginia; and The Buffalo Bank of Eleanor, Eleanor, West Virginia; are state- chartered banking institutions conducting business in West Virginia and are 100% owned by City Holding Company. Hinton Financial Corporation, a single bank holding company, and its subsidiary The First National Bank of Hinton, a national banking association, are located in Hinton, West Virginia and 100% owned by City Holding Company. City Mortgage Corporation, Pittsburgh, Pennsylvania, is a full service mortgage banking company business in Pennsylvania and City Financial Corporation, Charleston, West Virginia, is a full service securities brokerage and investment advisory company conducting business in West Virginia. Both are 100% owned by City Holding Company. EX-24 7 EXHIBIT 24(A) CONSENT OF INDEPENDENT AUDITORS We consent to the incorporation by reference in this Annual Report (Form 10-K) of City Holding Company of our report dated January 20, 1995, included in the 1994 Annual Report to Shareholders of City Holding Company. We also consent to the incorporation by reference in the Registration Statements (Form S-3, Number 33-38391, Form S-8, Number 33-38269, and Form S-8, Number 33-62738) pertaining to the Dividend Reinvestment and Stock Purchase Plan, the Profit-Sharing and 401(k) Plan, and the 1993 Stock Incentive Plan, respectively, of City Holding Company and in the related Prospectuses of our report dated January 20, 1995, with respect to the consolidated financial statements of City Holding Company incorporated by reference in this Annual Report (Form 10-K) for the year ended December 31, 1994. /s/ Ernst & Young, LLP Charleston, West Virginia March 29, 1995 EX-24 8 EXHIBIT 24(B) CONSENT OF INDEPENDENT AUDITORS We consent to the use of our report dated January 6, 1995, with respect to the consolidated financial statements of Hinton Financial Corporation, included in this Annual Report (Form 10-K) of City Holding Company. We also consent to the incorporation by reference in the Registration Statements (Form S-3, Number 33-38391, Form S-8, Number 33-38269, and Form S-8, Number 33-62738), pertaining to the Dividend Reinvestment and Stock Purchase Plan, the Profit-Sharing and 401(k) Plan, and the 1993 Stock Incentive Plan, respectively, of City Holding Company and in the related Prospectus of our report dated January 6, 1995, with respect to the consolidated financial statements of Hinton Financial Corporation, included in this Annual Report (Form 10-K) for City Holding Company for the year ended December 31, 1994. /s/ Persinger & Company, LLC Beckley, West Virginia March 29, 1995 EX-24 9 EXHIBIT 24(C) CONSENT OF INDEPENDENT AUDITORS We consent to the use of our report dated January 27, 1995, with respect to the consolidated financial statements of First Merchants Bancorp, Inc. included as Exhibit 13(b) in the Annual Report (Form 10K) of City Holding Company for the year ended December 31, 1994. /s/ Ernst & Young, LLP Charleston, West Virginia March 29, 1995