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Home My WebLink About05-16-14 , , GUARDIANSHIP OF INCAPACITATED PERSON COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF GLEN H. STONER , AN INCAPACITATED PERSON ACCOUNT OF ORRSTOWN BANK , GUARDIAN No.21-11-1132 � � �, c --� � rn o r� r-�� G? o t� � n -c r� ;�7 :=� �., �-- �, ....� � i� �,,.,. �-y-� � �"� rri PETITION FOR ADJUDICATION/ �'' ° :�._,:. �i'1 Y�:." C3 C� STATEMENT OF PROPOSED DISTRIBUTION �°.� q .� � -"j7 � PURSUANT TO Pa. O.C. Rule 6.9 ;� � � :r�-` c, -� .� �"' rn � G'� C!) ,� O This form may be used in all cases involving the Audit of the Account of a Guardian of the Estate of an incapacitated person. If space is insufficient, riders may be attached. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: CHRISTOHPER E. RICE Supreme Court I.D. No.:90916 Name of Law Firm: MARTSON LAW OFFICES Address: 10 EAST HIGH STREET Telephone: �17-243-3341 F�: 717-243-1850 Form OC-03 rev. 10.13.06 Page 1 of 6 Estate of GLEN H. STONER , An Incapacitated Person 1. Name(s) and address(es) of Petitioner(s): Petitioner: Petitioner: Name: Orrstown Bank A�tress: 77 East King Street Shippensburg, PA 17257 2. Date of Adjudication of Incapacity: 12/30/2011 Date of Appointment as Guardian: 12/30/2011 Attach copy(ies) of Decree(s). 3. A. Explain the reason for filing this Account(if incapacitated person has died, state date of death, name and address of personal representative and of his or her counsel and attach a Short Certificate if available. If incapacitated person has been adjudged to have regained capacity, state date of Decree. If Account is filed for any other reason, state address of incapacitated person): Glen H. Stoner died on February 5, 2014 Personal Representative& Counsel: John J. Mooney, III, Esquire 230 York Street, Hanover, PA 17331 B. Have prior accountings been filed? . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No If yes, state accounting periods and dates of adjudication. 4. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: Form OC-03 rev. 10.13.06 Page 2 of 6 _ _ _ _ Estate of GLEN H. STONER , An Incapacitated Person 5. Written Notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 6 below. In addition, notice of any questions requiring adjudication as discussed in item 4 above has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such Notice has been given. C. If any such party in interest is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. 6. List all parties of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate, including the incapacitated person's heirs at law. This list shall: A. State each party's relationship to the incapacitated person and the nature of each party's interest(s): Name and Address of Each Party in Interest I Relatronship and Comments,if arry I Interest Janet L.Swope Daughter Beneficiary under Will 2116 Ruth Street dated 11/03/2011 Arlington,TX 76010 Robert L. Swope Son-in-law Contingent Beneficiary 2116 Ruth Street under Will dated Arlington,TX 76010 11/03/2011 John J.Mooney,III,Esquire Executor and Attorney for 230 York Street the Estate of Glen H. Stoner Hanover,PA 17331 Form OC-03 rev.10.13.06 Page 3 of 6 Estate of GLEN H. STONER , An Incapacitated Person B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. 7. Is the Court being asked to direct the filing of a Schedule of Distribution? . . . . . . . . . . . . . . . . . . . . . . . �Yes �No Form OC-03 rev.10.13.06 Page 4 of 6 Estate of GLEN H. STONER ,An Incapacitated Person Wherefore,your Petitioner(s}ask(s)that distribution be awazded to the parties entitled and suggests that the distributive shares of income and principal(residuary shazes being stated in proportions,not amounts)aze as follows: A. Income: Proposed DfsJrfbulee(s) AmoundProporrlon Estate of Glen H. Stoner II .99 * B. Principal: Proposed Dfstriburee(s) ArnoundProporrton Estate of Glen H. Stoner 77 , 900.42 * Orrstown Bank 410 . 14 * Martson Law Offices 5 , 596 .47 * Submitted By: ORRSTOWN BANK Name of Petitioner: Daniel K. Baer,Trust Officer * See attached Form OC-03 rev.10.l3.06 Page 5 of 6 Estate of GLEN H. STONER ,An Incapacitated Person Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies that he is Trust Officer of the above-named Orrstown Bank and that the facts set forth in the foregoing Petition for Adjudication / Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein aze made subject to the penalties of 18 Pa. C.S. § 4904(relating to unsworn falsification to authorities). ORRSTOWN BANK By: Daniel K. Baer, st Officer Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court,and that no changes to the form have been made beyond the responses herein. �� '- Christopher E. Rice Martson Law Offices Counsel for Petitioner Form OC-03 rev./0./3.06 Page 6 of 6 IN RE: GLEN H. STONER, : IN THE C�URT OF COMMON PLEAS OF AN ALLEGED INCAPACITATED : CUMBERLAND COUNTY, PERSON : PENNSYLVANIA : 21-11-1132 ORPHANS' COURT ORDER OF COURT AND NOW, this ,��'6� day of December, 2011, based upon the petition for appointment of a guardian pursuant to 20 Pa.C.S.A. Section 5511, and following a hearing, the court finds by clear and convincing evidence that the altegedly incapacitated person, Glen H. Stoner, is an incapacitated person in that because of the onset of symptoms of mixed dementia he is unable to receive and evaluate iriformation effectively and communicate decisions sufficiently to such a degree that he is unable to manage his financial resources, we adjudicate him an incapacitated person with respect to his estate and appoint Orrstown Bank as plenary guardian of his estate. The requirement of bond is waived. Because Mr. Stoner is able to receive and evaluate information and communicate some decisions with respect to his persan, and because a heatthcare power-of-attomey is in place with his daughter, Janet Swope, we find it is unnecessary for the court to appoint a limited guardian of the person for Mr. Stoner. Finally, we suggest that his reasonable and competent decision to move to Texas should be adhered to, as should any reasonable and competent decision he may make to retum to Pennsylvania at a later date. ..� w`'� � �. o By the COUrt, �� :_� c > u_ �,_ - _;r_ ='= [i. u-nl:, . c:':c��. _-� ra- � Ycl�-=, ,.; � i.: �.,7 �_. ::_� Cl:- •:_,-' � i,•.; ��i_' ��:A.� �' � � Albert H. Masland, J. � =.:� ��5 � �s \ . , . , 21-11-1132 ORPHANS' COURT Mark F. Bayley, Esquire For Petitioner J. Edward Beck, Esquire For Glen H. Stone� :saa -2- REGISTER �F WI�.LS CERTIFICATE OF CUMBERLAND C�UNTY GRANT OF �ETTERS PENNSYLVAI111A No. 20�4- D0252 PA No. 21- 94- Q252 Es ta te Of: GLEN H STONER SR lFirst,Midtlle,Last1 a/k/a: GLEN HAROLD STOIVER La te Of: SOUTHAMPT�N TOWNSHIP CUMBERLAND COUIVTY Deceased 5ocia� Security No: 196-14-4542 WHEREAS, on �he 14th day of ApriZ 2�14 an instrument dated November 3rd 201I was admitted to probate as the last wi11 of GLEN H STONER SR (Firrt,Middlo,Lasq a/k/a GGEN HARDLD ST�NER Iate of SDUTHAMPTON TOWNSHIP, CUMBERLAND County, who di ed on the 5 th day of Febxuary ,2a14 and, WHEREAS, a t.rue copy of the wi.I1 as probated is annexed hereto. THEREFORE, I, L/SA M. GRAYSUN, ESQ. , Reg.zster of Wi1Is irz and for CUMBERLAND Caunty, .zn the Commonwea�th of Pennsylvania, hereby certify that I .have this day granted Letters of ADMlNISTRATION C.T.A. to: JOHN J MDONEY!Il who has du3y qualified as ADM/N/STRATOR(RlX) C.T.A. and has agreed to administer the estate according ta Iaw, aIZ of which ful.ly appears of record in my off�ce at CUMBERLAND C�UNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IN TESTI1�fONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on �he 14th day of April 20�4. �.. . `-? �J �_; , eg r i s ^�� eputy **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LASTJ IN RE: : IN THE COURT OF COMMON PLEAS OF ESTATE OF GLEN H. STONER, . INCAPACITATED PERSON : CUMBERLAND COUNTY, PENNSYLVANIA OF CUMBERLAND COUNTY, . PENNSYLVANIA : ORPHANS' COURT DIVISION : N0. 21-11-1132 NOTICE OF FILING OF GUARDIANSHIP OF INCAPACITATED PERSON BY ORRSTOWN BANK, PETITION FOR ADJUDICATION/SCHEDULE OF PROPOSED DISTRIBUTION AND CALL FOR AUDIT OR CONFIRMATION NOTICE IS HEREBY GIVEN that Orrstown Bank, Guardian the Estate of Glen H. Stoner, an incapacitated person,has this date filed the First and Final Account and Petition for Adjudication/Schedule of Proposed Distribution in the above-captioned Estate in the Office of the Clerk of the Orphans'Court in and for Cumberland County,Pennsylvania,where the same is filed as public record and may be inspected. Copies of the Account and Petition are enclosed for your information. YOU ARE FURTHER NOTIFIED that any exceptions or objections to said Account or Petition must be filed in writing at the office of the Clerk of the Orphans'Court,Cumberland County Courthouse,Carlisle, PA 17013,prior to the confirmation of said Account and Schedule of Proposed Distribution scheduled as set forth below. UNLESS written exceptions or objections are filed prior thereto, said Account will be presented by the Clerk of the Orphans' Court to the above-captioned Court in Court Room No. 1 (the courtroom is subject to change)of the Cumberland County Courthouse, Carlisle, Pennsylvania, at 9:30 a.m. prevailing time, on Tuesday,June 17,2014,at which time said Account will be confirmed and distribution ardered in accordance with the Petition for Adjudication/Schedule of Proposed Distribution. MARTSON LAW OFFICES gy: �� -i" Christopher E. Rice, Esquire MARTSON LAW OFFICES 10 East High Street Carlisle,PA 17013 (717)243-3341 Attorney for Orrstown Bank Date of Notice: May 16, 2014 NOTICES TO: Ms. Janet L. Swope Mr. Robert L. Swope 2116 Ruth Street 2116 Ruth Street Arlington,TX 76010 Arlington, TX 76010 John J.Mooney, III,Esquire, Executor 230 York Street Hanover,PA 17331 � , � F:�FILES\ClientsU2633 Orrstown BankU263324 StonerUteports and Accounts\1263324.account.guardian.wpd IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA ORPHANS' COURT DIVISION FILE NO. 21-11-1132 FIRST AND FINAL ACCOUNT OF ORRSTOWN BANK, GUARDIAN OF THE ESTATE OF GLEN H. STONER, INCAPACITATED PERSON Social Security Nuxnber: 194-14-4542 Date of Incapacity: December 30, 2011 Date of Incapacity, if any None Accounting for the period: 12/30/11 to 02/OS/14 Purpose of the Account: Orrstown Bank, Guardian of the Estate of Glen H. Stoner, offers this account to acquaint interested parties with the transactions that have occurred during the administration. It is important that the Account be carefully examined. Requests for additional information or questions or objections can be discussed with: Christopher E. Rice, Esquire MARTSON LAW OFFICES 10 East High Street Carlisle, PA 17013 (717) 243-3341 Supreme Court No. 90916 � c7 � � � � aa �' � �� -.�' -v � a c> -c ,°�:a :.� � ?a, C'-- �, -..� �,`7 ,"A � t'r� � ,,,.! P'�� . Cn _'. ,:�7 b F,° J _ .0; r,:� C� C'7 �:7 C] � "`rl '71 <;7 � �� =� "?7 n :� `'�° �' � m n v-� � o o `*� , � ORRSTOWIV BANK For the Account of: GLEN H STl3NFR GUARDlANSH1P(DOD:a?!05/i4} Account Number. 3100 2043 Q 05 Period: pecember 30,ZOl1 To February U5,2014 Date P�epared: AprU?5,20f4 ,S�mma�y S`taterne�nt a�'�""ransa�tions ln��me Prinaipal Investment Gash Gash Cast 6asis BECa1NNWCa BALAtVCES 0.04 0.00 0.00 RECE{PTS GONTRIBUTIaNS 0.00 '118,680.31 0.00 ORDINARY DIVlDENDS 4,028.29 f1.00 O.QQ CAPlTAlGAIN DIBTRIBUTIONS 0.00 1,339.58 0.00 PROCEEDS FROM THE SA�E OF ASSET5 OAO 40,698.35 -37,246.14 PROCEEDS PROM THE WITNDRAWAL OF ASSETS 2,860.45 128.220.98 -128,$81.43 ADJUSTMENTS -995.63 995.63 0.00 Total Recetpts 5,693,11 28T,9'td.$5 -166,127.57 DISBURSEMENT�a OISF3URSENIENTS TQ QR FOR BENEFICIAF2IES 0.00 -16,114.38 0.00 INSURANCE PREMIUMS 0.00 -58.7Q O.C10 FIDUClARYFE�S -1,$27.85 O.OtI 0:00 OTFtER EXRENSES �.00 -5,177`.26 O.OU MISC.MEDICAL EXPENSES 0.00 -5,49'I�85 OAO ATTORNEY�E�S Q.OQ -1�,787.80 0.00 TAX PREPARATION FEES O.qO -fi50.00 O.QO FEDERAL TAX DllE PAID d.00 -481,00 0.00 PURCHASES OF ASSETS -3,853.27 -246,153.$6 250,007.13 Totai Disbursements -5,68'[.12 -28T,99d.85 250,00T.13 NON-CASH TRANSAGTIONS SEGURiTIEB DEPt)SITED TC1 THE ACCOUNT 0.00 0.40 29,603.4'I AQJUSTMENTS TO SECURITIES 0.00 0,00 0.00 SECURITIES DISTRIBUTED PROM THE ACCOUNT O.OQ 0.00 -21,603.41 Tctal No�-Cash Transactipns 0.00 OA4 OAO ----------------------------------------------------------------------------�_---- ENDIIdG BALANCES 11.99 O.t�4 $3,879.56 Page 20 , � QR"RST�WN B,4NK Far the Accou�t of: GLEN H STONER GUARQIANSHtP(DOD.0?J�t51i4) Account Number. 3i OU 2D43 p�5 Period: Deeember 30,20'1? 7'o Febrrrary 05,2094 Date P'�epareci: Aprtt 15,2014 S'tatement n,f T�ansac�io�s Date Descriptian lncoma Principal tnvestmen# Cash Cash Cost Basis CONTRIBUTIt)NS 01/09/2Q12 CON7RI6UTION RECEIVED-TRANSFER FROM KELlER, 0.00 109,196.38 0,00 KELLER,&BEGK,LLC 02/28/2012 C�}NTRIBUTION RECEtVED-PR(JCEEDS FRtJM CLOSED 0.00 3,914.38 0.00 ORRSTOWK BANK CHECKING AC�Ot1NT#10200'16$1 46/25/2012 CONTRIBUTION RECEIVED 0.�0 5,55U.55 O.aQ Total CONTRIBUTIONS Q,00 118,680.39 0.00 ORQINARY DIVIQENDS D2101/2Qi2 dlYlt?ENtD R�GEIVED 7.08 0.00 0.00 VAN�l1ARD IT INVESTMENT GRD A[7M#f571 02J01/2012 DIVIDEIUD RECElVED 9,80 0.40 0:00 VANGUARDST WV ADM#539 02/�11/2012 DlVIDEI�lD RECEIV£D 9.46 O.OQ 0.00 FEDERATED MONEY MARKET FUND 851-PRINCIPAL 42/02/2012 DIVIDEI�IO RECEIVED 9.24 Q.00 0.00 FEDERATED TOTA�RETURN BOND INSTI7UTIONAI 03/02/2012 DIVIDEIVD RECEIVED 8.98 OAO O,UO VANGl1ARD IT 1NVESTMENfi GRD AQM#1571 Q3/02/2012 DIVIDEND RECEIVED 12.94 0.00 D.flO VANGUAR�S7 INV ADM�i.539 0310212Q12 DIVIDEhti7 RECEIVED 12.79 0.00 0.00 �'EDERATEQ TQTAL RETURN BC1ND INSTITUTIONAL 03/02l2Q12 DIVIDEND REGEIVED 11.68 4.00 O:Od FEDERATE�MONEY MARKET FUND$51-PRINCIPAI. 03/26/2012 DIVIDEND ON 34.711 SHARES @ 0.474 16.45 0.00 0.00 VANGUARD INDF�C FDS 500�DX�C}SHS Q3/34/2012 DIVIDEND ON 115.431 SHARES @ 0.131013 15.12 0.00 OAO T.ROWE PR{CE EQUITY 1WGOME FUND 03/30/2Q12 dIVIDEND ON 296.Q43 SHARES @ 0.189 55.95 OAO 0.00 VANGUARD WELLESLEY INCAME FDGt?M 27 03130/2012 L7IVIQEND ON 119.577 SHAR�S aQ 0.036 4.31 D.00 OAO VANGUARD INFLATION PROTECTED SECURiTIES FUND 119 04/02/2012 DIVIDEND RECEIVED 9.2F 0.00 4.00 VAh1GUARD IT INVESTMENT GRD ADM#571 04J02/2012 DIVIDEND R�CEIVED 12.49 4.04 OAO VANGUARD ST INV ADt�il#539 04/02/2012 DiVIDEND RECEIVEO 9.43 0.00 0.00 FEDERATED MONEY MAFiKET�'UND 851-PRINCIPAL 04/0312012 DIVIDEND RECEIVED 12.42 0.00 O.OQ FEDERATED TOTA�RETURN BOND INSTITUTI�NAL 05/01/2012 DIVIDEND RECEIVED 0.01 0.00 0.00 FEDERATED MONEY MARKE7�UND-II�COME 05/01/2012 DI1fiDEND RECEIIlEa 8.�2 a.oa O.dO FEDEFL47ED MONEY NIARKE7 FUND 851-PRINGIPAL 051Q112012 DIVtDEND RECEIVED 11:94 0.00 0.00 VANGUARD ST INV ADM�i539 05/01/2012 DIVIDEND RECEIVED 8.87 0.00 0.00 VANGUARD IT INVESTMENT GRD ADM#571 05/02/2012 DIVIDEND RECEIVED 12.03 0.00 0.00 FEDERATED TCITAL RETURN BOND INBTITUTtONAL 06l07/2012 DIVIDEND RECEIVED 0.01 4.00 0.00 FEDERATED MONEY MARKET FUNd-INCOME 06/01/2012 DNIDEND RECEIVED 0.78 0.00 0.00 FEDERA7ED M�NEY MARIfEI'FUND 851-PRINCIPAL 06/01/2012 DtVIdEND RECEIVED �2.57 0.00 0.00 VANGUARD IT I(VVESTMENT GRD ADM#571 06/01t2012 DNlDEND REGEIVED 26:47 0.00 0.00 Page 1 , • +ORft�T�WlV BAN�C For the Account of; GL�'N H STONER GUAM2DJANSHIP(Dt7D:02/05/74J Account Number. 31 00 2043 0 05 Period: Recember 30,2019 To �e6ruary 05,2014 Date P'repared: Apr1115,2tJ14 S`tatement cr.f'T�ansactions Date Descriptlan Income Principal lnvestment Cash Cash Cast Basis VANGUARQ ST INV ADM#b39 06/Q4/2012 DIVlDEND RECEIVED 31.90 O.QO OAO FEDERATED TOTAL RETURN�OND II�STITUTIONAL 06/25/2012 DIVIDEhJD UN 97.375 SHARES Q 0.534 52.00 O.OQ 0.40 VANGURRD INDEX fDS 5Qa IDX�D SHS 06t29/2012 D1VtDEND ON 341.768 SHARES @ 0.14 47.85 O.QO 4.00 T.ROWE PRICEEQUITY 1NCQME FUND OS/29/2012 DIVlOEtVD ON&54.341 SHAFtES @ 0.196886 128.83 0.00 O.aO VANGUARD WELLESLEY INCOME FDG4M 27 06/29/2012 QIVIDENd O�!359.082 SHARES @ OA�9 10.41 0.00 0.00 VANC`aU,4RD INFLATtON PROTEGTED SEGURITtES FUND 119 07/02/2012 DNlt7EN0 RECENED 0.01 0.00 O.QO FEDERATED MONEY MARKET FUN€7-iNGOME 07/02/2Q12 DIVIDEND FtECEIVED 0.81 O.OQ 0.00 FEDERATED M�NEY MARKET FUND 851-PRINCIPAL 07/02/2Q12 DIVIDEND RECEIVED 2L06 O.OU 0.00 VANGUARp I7 INVESTMENT GRD ADM#k571 07/02(2012 QfV1DEND RECEIVED 25.15 0.00 0.00 VANGUARD ST INV AOM#539 07/03/2012 DtVIDEND RECEIVED 33.60 0.00 0.00 FEDERATED TC7TAL RE7URN BOND INSTITUTIC7NAL 08/01/2012 DIVI�END RECEIVED 0.44 O.Op 0.00 FEDERATED MfJNEY MARKET FUND-INGOME Q8lQ'1/2012 DIVIDEND RECEIVED 1.44 O.QO 0.00 FEDERATED MONEY MARKET FUiVD 851-PRINCIPAL 08/01/2012 DIVIDEND REGElVEQ 21.43 O.pO U.04 VANGUARD IT INVESTMENT GRD ADM#571 08101/2012 piVIOEND FtECE1VEQ 25.20 L1.Ofl 0.00 VAN�UAftD 5T INV ADM 1R539 08/02/2012 DIVIOENl3 REGEIVED 30.49 p.00 O.Q4 FEDERATED TOTAL RETURN SOND INSTI7UTIONAL 09104/2012 DIVIDEiVD RECEIVED OA4 0.00 OAO FEDERATED MflNEY MARKET�UND-INCOME 09/04/2012 DIVIDEiVD RECEIVED 1.29 D.QO O.OQ FEDERATED MQNEY MARKET FU�1D 851-FRINCIPA� 09/Q4/2012 DiVIC3END RECEIVED 24.67 0.40 0.00 VANf3UARD ST 1NV ARM#53S 09/04/2fl12 DIWIDENQREGEIVED 21.i1 0.00 0.40 VANGUARD IT(NVESTMENET GRD ADM#R571 09/05t20i2 dtVIDEND t2ECE1VED 29.13 0.00 0.00 FEDERATED TtJTAL RETURN BOND INSTITUTIONAL 09/24/2b12 DiVIDE{JD ON 100.18 ShfARES aQ 0.589306 57.03 0.00 OAQ VANGUAftD INDEX FDS 5001DX FD SHS 09l2812012 OfVIDEI�D ON 349.645 SHARES @ 0.13 45.45 O.QQ O.t30 T.ROWE PRICE EQUITY INGqME FUND 09/2812012 QlVIDENQ OIV 687.528 SHARES Q 0.1$ 123.76 0.00 OAO VANGUARD WELLESLEY INCQME FDCOM 27 09/28l2Q12 D1VlDECVD ON 191.458 SHARES Q U.132 25.27 0.00 O.QO VANGUARD FIXED INCOME SECS F1NFL7 PRTADMR 1d/01/2012 DIVIAEND RECEIVED 21,08 O.OQ O.OQ VANGUARD(7 INUESTMENT GRD ADM#f.571 1O/Q1/2012 DiVIDEND RECEIVED 24.81 0.00 OA4 VANGiJARO ST INV ADM#539 10/01l2012 DIVI[7END REGEIVED 0.04 Q.aO 0.00 FEDERA7ED MON�Y MARKET FUND-INCOME 10/01/2012 DIVIDEND R�GEIVED 0.73 0.00 0.00 FEDERATEC�MONEY MARKET FUND 851-PRINCIPAL 9 p102/2012 DIViDEND RECE}VEa 29.69 0.00 O.UO P�ge 2 ORRSTO!WAt BANK For the Accaunt o#: GLEN H STONER GUARDIANSHIP(QOp:02lQ5f14} Account Number. 39 DO 2Q43 0 05 Period: December 3fi,2ai 1 To February�5,2014 Date Prepared: Aprff 15,2014 �S'tatetne�t of T"rar�sactions Oate Deseription Income Principal Investment Cash Cash Cost Basis FEDERATED TOTAL RETURN B�ND ItVSTITUTIONAL 11l01/2012 `QIVlOEND RECEIVEQ 21.57 OAD 0,00 VANGUARD 17 INVESTMENT GRD ADM#571 11/01l2012 DIVIQEND REGEIVED 25.18 p.00 0.00 VANGUARD ST INV ADM#539 11/01/2012 DIVlDEND RECEIVEQ 0.07 0.00 Q.QO FECIERATED MONEY MARKET FUND-INCOME 11/01l2012 DIVIDEND RECEtVED 0.66 0.00 0.00 FEQERATED MONEY MARKET FU(VD 851-PRINGIPAL 11102/2012 DIVIDEND REGEIVED 34.26 O.QO 0.00 FEDEFtATEQ TOTAL RETURN BpND tNSi'tTU710NAL '12f0312012 DIVIDEND RECEIVEQ O.Q6 0.00 0.00 FEDERATED Ml7NEY MARKET FUND-INCt?ME 12l0312012 DIVIDEIVD REGEIVED Q.58 0.00 Q.00 FEDERATEC?MpN�Y Mt1RKET FUNd 851-PRINCIPAL 12J03/2012 QIVIDE�(Ct REGEIVED 20.77 O.pO Q.Oq 'VAIVGUARO IT INVESTMENT GRD ADM#571 12103f2012 DIIJIDEND RECEIUED 23.95 0.04 0.06 VANGUARD ST IiVV AOM#539 12/04/2012 DNIDEND RECEIVED 34.34 0.�0 0.00 FEDERATEQ TOTAL RETURN BOND INSTITUTIONAL 12l1712012 DIVIDEND(7N 349.645 SHARES @ 0.16 55.94 0.00 O.OQ T.ROWE PRICE EQUITY INCOME FUND 12/1812012 DIVIDEND ON 168.537 SHARE5 Q 0.07 11.80 0.04 0.40 T.ROWE PRICE GROWTH STOCIC FUN�#40 12/18l2012 d1VIDEND ON 283.751 SHARES Q Q.498 141.31 O.Ofl 0.00 VANGUARDMtELLESLEY INCOME FDADMIRAL SHARES 12l2012012 DIVIDEND ON 191.458 SHARES Q�.472 90,37 O.OQ 0.00 Vl�tdGUARD FIXED INCOME BECS FINFLT PRT ADMR 12t21/2012 DIVIDEhJD ON 165.981 SHARES Q 0.747 123.99 0.00 O.QO Dt7DGE&COX IN�"EFtNATIONAL STQGK FUND 12J24/2fl12 OIVIDEND G}N 1Q0.18 SHARES @ 0.781 78.2A OAO 0.00 VANGUARD INDEX FDS 500 IDX FD SHS 01/02/2013 DIVIDEIVD F2ECElVED 21.04 0.00 0.00 UANGUARD IT INVESTMENT GRD ADM#l.571 01/02/2013 DIVIDEND RECEiVE� 0.08 OAO 0.00 FEDERATED MONEI`MARKET FUND-INCOME 0110212013 DIVIOEND RECEIVED Q.54 0.00 0.00 FEDERATED M4NEY MARKET FUND 851-PRlNCIFAL 01/0212013 DIVIL?END RECEIVED 23.73 0.00 0.00 VANGUARD ST INV AQM#539 0 1/021201 3 DIVIOEND ON 971>762 SHARES @ Q.Q077 7.48 0.00 O.QO FEDERATEQ TOTAL RETURN BOND iNSTITUTIOh1Al. 0110312013 DIVIDEN[7 RECEIVED 35.t�4 OAO O.QQ FEDERATED TOTAL RETURN BOND INSTITUTIONAI. 02101/2Q13 DIVIDEND RECEIVED 20.36 0.00 O.OtI VANGUARD 17 INVESTMENT GRD ADM#571 02101/2013 DIVIDEND RECEIVED 22.84 0,00 0:00 VANGUARD ST INV AL�M#t539 02l01/�413 DIVIDENC7 R�CEtVED 0.09 0.00 0.00 FEDEF7ATED MONEY MARKET FUND-INCOME 02/0112013 DIVIDENd REGElVED 0.49 0.00 0.00 FEDERATED MONEY MARKET FUND 851-PRINCIPAL 0210M2013 DIVIDEND REGEIVED 2523 0.04 0.00 FEDERATED 70TAL RETURN BONC7 IN571TUTIONAL 03101/2013 DIVIdEND RECEIVED 20.21 0.04 0.00 VANGUARD ST INV ADM#539 03/01/2018 DIVIDEtVD FtECENED U.OS D.00 flA4 Page 3 aRRSrowN s�NK For the Account o(: GLEN H S70NER GUARDlANSHlP(QdD:Q2/05/14} Rccount Number. 3i 00 2043 D 05 Period. December 3U,20ly To Fehru�ry 05,2014 Date Prepared: April 95,ZOi4 S'�atement of Ti�ansaetivns Date Description income Principat Inv$stmsnt Gasb Gash Cost Basis FEDERATED MOh1EY MARKET FUNO-INCOME 03/01I2Q13 pIViQEIVD RECEIVED 0.41 OAO 0.00 FEl7ERATED M4NEY MARK�T FUND 851-PRINCIPAL 03101i2�13 DIVEDEND RECEIVE� 18.5Q 0.00 O.aO VANGUARD IT INiIESTMENT GRD ADM#t571 03l04/2013 DIVIDENQ RECEtVED 25.45 OAO OAO FEDERATED TOTAL RETURN BONi7 INSTITUTI�NAL 03/22/2013 DIVlDEND ON 98.832 SFIARES @ 0.559 55.25 O.OQ 0.00 VAIVGUARD INDEX PQS 5001�X FD SHS 03/28/2013 DIVIDEND ON 336.778 SHAftES Q 0.13 43.78 0.40 O.OQ T.ROWE PRICE EQUITY INCOME FUND Q3/28/2013 DIVlaEND ON 285.457 SNARES Q 0.428 122.18 0.00 4.00 VANGUARDJWELLESLEY INCDME F'DADMIRAL SMARES n3/2$/2093 DIVIDEND ON 200.913 SHARES @ OA14 2.81 0.00 OAO VANGUARD FIXED INCOME SECS FINFL7 PRT ADMR 44/�1/2013 DIVIDEND RECEIVEO 0.48 0.00 0.04 FEDERATED MONEY MARKET FUND-WGQME �4/d1/2Q13 OIVIDENa RECEIVEd 0.41 0.00 0.00 FEDERATED MONEY MARKET FUND 851-PRWGPAL 04/02/2013 DIVIDEhID RECEiVED 28.58 0.00 0.00 �EDERATED TOTAL RETURN BOND INSTITUTIONAL 04(02/2013 DIVIDEND RECEIVED 2Q.71 OAO Q.00 VANGUARQ 17 iNVESTMENT GftD AOM#571 04/0212013 OIVIt7END REGEIVED 22.08 O.t70 OAO VANGUARD ST INV ADM�539 05/01/2013 DIV{DENO REC�IVED 18.66 0.00 0.00 VANCUARD iT IN1fESTMENT C7RD ADM#671 05/0112d13 aNIDEND RECEiVED 2Q.40 O.t?0 O,Qd VANGUARO ST INV ADM#539 Q5/0'!l2413 DIVIDEND R�CEIVED 0.08 0.00 0.00 FEOERATED fvlqNEY MARKET FUND-INCOME �5l0'IJ2Q13 DIVtt7END RECEIVED 0.35 0.00 0.00 FEDERATED MQNEY MARKET FUhiD$51-PRINGIPAL Q5/02J2013 DIVIDEND R�CEIVELI 32.71 0.00 0.00 FEDERATED 70TAL RETURN BdN�fNSTITUTtONA� 06/03/2a13 DIVIDEND RECEIVED O.U2 4.00 4.00 FEDERATED M4NEY MARKET FUND-iNCOME 46/03/2013 QIVI�END f2ECEIVED 0.05 0.00 Q.00 fE[3ERATED MONEY MARKET FUND 851-PRINCIPAL Ofi/03/2013 DNIpEND REGEIVED 20.07 Q.OD O.QO VANGIJARD 1T IFJVE$TNIENT GRD ADM#571 46/03/2013 DlUIE7ENQ RECEIVED 2'I.00 �AQ 0.00 VANGUARD ST INV ADM#538 06/04/2013 DIVIDENQ RECEIVEO 29.56 0.00 0.00 FEDERATED TOTAL RETURN BOND 1NST'I7UTIOIVAL Q6/24/2018 DtVIDENQ C7N$9.901 SHARES Q 0.614 55.2d 0.00 OAO VANGUARD INQEX FDS 5D0 IDX FD SHS 06/28/2013 DIViDEND QN 294.578 SMARES Q 0.13 3$.29 0.00 Q.QO T.RQWE PRICE EQUITY INCOME FUND 06128/2013 DIVIDEND QN 89.498 SHARES aQ 0.494 44,21 0.00 0.00 VAhIGUAROlWELLESLEY INCDME FDADM{RAL SMAREB OBl28/2013 DiV1QEND C?N 298.313 SHARES @ 4A45 13.42 OAQ 0.00 VANGUARD FIXED INCOME SEGS FtNFLT PRT AQMR 07/01/2013 DIVIDEND RECEIVEa 20.13 0.00 0.00 VANGl1ARD IT INVESTMENT GRD ADM#579 0710112013 D1VIDEND Ft�CEIVEQ 17.94 �.00 0.00 VANGUARD ST lNU ADM#539 OT101/2013 DIVIDENd RECEIVED Q.01 O.OQ 0.00 Page 4 ORRSTOWN BANK For the Account of: GtEN H 3TONER GUAR�/ANSHlP{DOp:02/05/14) Account Number. 311Hi 2043 0 03 Period: December 30,2a99 To Febrirary 05,2014 Date Prepared: Apr}►15,2Q14 S'tatemer�t of T�a�csaction� DatB Descriptivn incorne Principal Investment Cash Cash Cost Basis FEDERATED MONEY MARKET FUIVD-lNCOME Q7/01l2093 DIVIDEND RECEIWED 0.10 �.00 0.00 FEDERATED MONEY MARKET FUND 851-PRINCIF'AL 47/01J2093 DIVIDEND ON 1419.065 SHARES Q 0.031 43,99 O.bQ 0.00 FEDERATED STRATEGIG VALUE FUN0INST 07/0212Q13 DIVIDEND RECEIVED 32,65 0.00 0.00 FEOERATED TOTAL RETURN BOND INSTITUTIC?NAL 07/02J2013 DIVIDEND RECENED 6�44 O.dO OAO PIMCO FDS PAC INVT MGMT SER LOW DURA710N 08/0112013 DNIDEND RECEIVED 29.96 O.QO 0.00 !/ANGUARD IT iNVESTMEl+lT GRD ADM#571 08/01/2013 DiVIDEND RECEIVED 16.3Q 0,00 0.40 VANGUARD ST INV ADM#�539 08/01/2013 DIV1(7END REC�iVED 4.d1 0.00 Q.04 FEOERATED MONEY MARK�T FUND-INCOME 08/01/2013 DIVIDEND RECEIVEQ 4.24 0.00 OAO FEDERATED MONEI'MARKET�UND 851-PRiNCiPAL 08lOi/20'13 DIV(CtEND ON 1420.481 SHARES�0.0133 18.89 0.0� 0.00 FEDERAI'ED STRATECIC VALUE FUND INST 08/02I2013 DIVIDEND RECENED 39.51 0.00 0.00 FEDERATEC)TOTAL RETURN BQND INSTITUTIONRL 08/�2/2013 DNIDEND REGEIVED 12.23 0.00 �.00 PIMCO FaS PAC INVT MGMT 5ER LOW DURATION 09/03120'13 DIVIDEN�RECEIVEQ 0.01 0.00 U.40 FEDERATED MONEY MARKET FUND-INCOME 09103/2013 DIVIDEND RECEIVED 0.18 0.00 U.00 FEDERATE[?MONEY MARKET FUND 851-PRINCIPAL 09/03/2Q93 DIVIDEND RECEIVED 22.29 O.OQ 0.00 VANGUARD IT INVESTMENT GRD ADM�t571 09/03/2013 DIViDEND REGEIV�D 17.13 0.00 0,00 VAPIGUARD ST INV ADM#1.538 09/0312013 1?IVIDEND ON 1422.129 SHARES @ 0.01$5 26.31 -0.00 Q.00 FEi�ERi4TED STRATEGIC VALUE FUND INS7 09104J2013 DIVIDEhiD RECEIVED 40.21 OAO ' 0.00 FEDERATED TOTAL RETURN B�ND iNSTiTUTIONAL 09/Q4/ZU13 DiVIDEND RECEIVE� 10.91 O.OQ Q.�O PIMCO FDS PAC 1NVT MGMT SER LQW DURATiON 09/23/2013 DIVIDEND ON 90.Q75 SHAR�S @ 4.654 58.91 0.�0 0.0� VANGUARt]INDEX FQS 500 IDX FD SHS 09/27/2013 DIVIDEND ON 89,681 SHARES @ 0.451 40A5 0.00 0.00 VANGiJARQNIIELI;ESLEY WGOME FQADMIRAL SHARES 09/27/2013 DIVIDEND ON 298.961 SHARES @ 0.188 56.20 0.00 0.00 VANGUARD FIXED(NCOME SECS FINFLT PRT ADMR 09/3012013 DIVIDEND ON 295.192�NARES a�,7 0.139486 4�.18 0.00 0.00 T.ROWE PRICE EQUIN INCOME�UND 10/01/2013 DIVIDEND RECEIVED 21.37 0.00 Q.RU VANGUARD IT INVESTMENT GRD ADM#i.571 10l01/2A13 DIVIDEND REGEIVED 17.55 Q.00 0.00 VANGUARD 8T INV RDM#539 1Q/01/2013 DIVIQEhlD REGEiVED q.01 D.00 0.00 FEDERA7ED MONEY MARKET FUND-INGQME 10/Q1l2013 DIVIDEND RECEIVED 0.14 A.QO 0.00 FE[7ERATED MONEY MAFtKET FUND 851-PR{NC1PA4. 10101/20'13 DIVIDENQ ON 1422.129 SNARES Q OA126 97,92 O.Q(l a,OQ FEDERATED STRATEGIG VALUE FiJND 1NST 10(02l2013 DIVIDEND REGEIVED 40.80 4A0 0.00 FEOERATED TOTAL RETURN BOND INSTITUTIdNAL 10/02/2013 �IVIDEND REGEIVED 7.89 0,40 0.00 Page 5 ORRSTOWN BANK For the Account of: GLEN t!STONER�UARDIANSHIF(DOD:Q2/05/14) AccauM Number. 37 00 ZQ43 0 p5 Period: December�0,201? To February 05,20l4 date Rrepared: AQriI�5,2014 ►Statemer�t� of�'�ar�sactians Date t3escription Income Principal investment Cash Cash Cost Basis PIMCO FDS PAC SNVT MGMT SER Lt)W DtlFtATION 11/01/2013 DIVlDENa RECElVED 0.02 0.00 0.00 FEDERATEd MONEY MARKET FUND-INCOME 11/01/2013 QIVIQEND RECEIVED 0.16 O.f7d 4.00 FEDERATECI M4NEY MARKET FUIVD 851-PRINCIPAL 11/01/2013 DIVIDEND FtECEIVED 22.59 0.00 OAO VAN6UARD IT IhlVES7MEN'f GRD ADM#571 11/01/2013 DlUIDEND RECENED 18.82 0.00 0.00 VANGUARD ST!NV ADM#539 11/01l2013 DIViDEND ON 1422.729 SHARES a�,7 0.0�$4 13.37 0.{�0 0.0� FEDERATED STR;0.TEGIC VALUE FUNQ INST 11/0412Q13 DIVIDEND t�GEiVED 41.35 0.00 0.00 FEDERATEQ T�1TAL RETURN BOND INSTITUTIQNAL 11/04/20t3 DiVIDEND RECEIVED 9.88 O.QO 0.40 PIMCO FD8 PAC INVT MGMT SER Lt7W DURATION 11/29/2013 DIVIDEf�D QN 1422.129 SHARES @ 0.0196 27.87 0.00 pA0 FEDERATED STRATEGIC VALUE FUND INST 12/02l2013 DtVIDEND RECEIVED OA2 0.00 Q.QO FEDERATED MdNEY MAR}4ET FUND-INCOME 12/02/2013 DIVlDEN�F2EGEIVED 0.14 OAO O.QO FEDERATED MONEY MARKET FUND 851-PRINCIPAL 12/02l2013 DNIDEND RECEtVED 18.12 0.00 0.00 VANGUARD ST INV ADM#539 12103/2013 DIVIDEfVD RECEIUED 21.89 0.00 0.00 VANGUARD iT INVESTMENT GRD ADM#571 12/04/2013 DIVIDEND RECEtVED 9.87 0.00 0.00 PiMCO FDS PAG INVT MGMT SER LOW DURATIOhI 12/04/2413 diVIDEND RECElVED 41.11 O.QQ 0.00 FEDERATED TOTAL RETUftN SQNd INS71TU710NAL 12/13/2013 DIVIDEND ON 295.192 SHARES Q 0.14 41.33 0.00 0.00 T.ROW�PRICE EQUI7Y INCOME FUND 12/18/2013 DIVIDENa ON 89.681 SHARES @ 0.513 46.01 O,flO O.OQ VANC�UARQIWELL.E5LEY INCC}ME FDADMIRAL SHA�ES 12/2Qi2D13 DIVIDEND QN 103.458 SHARES @ 0.695 79.90 O.Oa 0.00 DODGE&GOX INTERNATI(3NAL STOCK�UND 12Ji412013 Dli/IDEND 4!V 90.075 SHARES�0.76 68.46 0.00 O.QO VANGURRD INDEX FDS 500 lDX FD SNS 12/27/2fl13 DIVIDEND ON 1422:128 SMARES�OA236 33.56 0.00 O.UO FEDERATED STRFiTEGIC VALUE FUND INBT 12/2712013 DIVIDEND ON 298,861 SHARES u�0.218 65.17 0.00 Q.00 VANGUARD F1XEQ tNCQME SECS FINFLT PRT ADMR 12/3112013 DIVIDEND ON 959.873 SHARES Q 0.011194 10.75 0.00 0.00 F'EI?El�47ED TOl'AL RE7URN BOIVD INSTtTUTiONAL 01/0212014 DIVIDENQ RECEIVED 42.30 0.0q 0.00 FEDERATED TOTAL RETURN 8{3ND WSTlTUTIONRL 01/02/2014 DIVtDEND RECEIVEl3 5.37 0.04 0.00 FIMCO FD8 PAC INVT MGMT SER LOW DURATION 01/02/2014 DIVI�EIUD RECEIVED 22.50 0.00 0.00 VANGUARO IT INVES7MENT GRD ADM#571 01/02/2014 DIVIOEND RECEII/EQ 18.55 0.00 0.00 VANGUARD ST INV ADM#539 01Kl2/2014 DIVIDEND RECEIVED 0.02 {}.0� Q.OQ FEDERATED MONEY MARKET FUND-INCOME 0'1l02/2094 DI'VIDENd FiECEfVEi3 Q.O6 0.00 0.00 FEDERATED MONEY MARKET FUND 85'!-PRINClPAL 01/07/2014 DIVIDEND ON 314.Q3 SHARES @ Q,047915 5.63 0.00 4,00 OPPENHEIMER SFt FLOATtNG RATECL Y 01/31/2D14 DIVIDEND UN 1422.'129 SH,ARES @ 0.0089 12.66 0.00 fJ.00 Page 6 ORRSTOWN BANK For the Account of: GLEN H STONER GUARDlAlMSN1P(t�OD:02l05/t4) Account Number. 31 00 2043 0 05 Periad: December 3Q,20l1 To Fe6ruary 05,2�94 Date Prepared: Aprl/15,2014 S'tateme�ct of T�a�sactio�s Date Descr�ption Income Principal Mvestment Cash Cash Cost Basis FEQERATEQ STRATEGIC VALUE FUND INST 02/03/2014 D1VtaEND RECEIVED 5.47 O.OD 0.00 PIMC�FDS PAC 1NVT MGMT SER LOW DURATION 02/03/2014 DIVIDEIVD RECEIVEO 22.55 0.00 0.00 VANGUARD 17 INVES7MEIJT GRD ADM�R571 02/03/2014 DIVIdEND RECEIi/ED 18.68 0.0� 0.00 VANC�UARD ST INV ADM#539 02/03t2014 DIVIDEND REGEIVED 0.02 Q,pQ 0AO FEDERA7ED Mt?NEY AAARKET FUND-INCOME 02/03/2014 DIVlDEtVQ REGEIVEQ 0.02 0.00 0.00 fEDERATED MONEY MRRKET Fl1ND 851-PRINCIPAL 02l05l2014 DIVIQEND t�ECE1VED 32.7{3 0.00 U.04 FEDERATED TflTAL RETURN BQND[NSTITUTIC3NAL 02105/2CY14 DiVtDEND RECEIVED 11.99 0.00 0.00 CIPPENHEIMER SR FLQATING RATECL Y Tatai ORDINARY DIVIDENDS 4,028.29 p.00 q:00 GAPI7'AL GAIN DISTRIBUTtt"�NS 04/02t2042 SHORT TERM GAIN DN ON 271.439 SNARES @ Q.Q14 0.00 3.8p 0.04 VANGUARD IT INVESTMENT GRD AdM#1571 04/02/2012 LONG TERM GAIN DIV ON 271.439 8HARES @ 0.037 O.OQ 10.04 0,40 VANGUARD IT INVESTMEN7 GRD ADM#571 12J18/2012 SHQFtT TERM GAlN D1V ON 283.751 SHARES @ 0.005 O.QO 1.42 0.00 VANGUARdNVELLESLEY INCOME FDADMIRAL SHARES 12/98/2012 LONG TERM GAIN DIV QN 2$3.751 SFIARES Q Q.807 d.�0 22$.89 0.00 VANGUARDNI/ELLES�EY INCOME FDADMIRAL SHARES 12l20l2012 SHORT TERM GAtIV DIV pN 191.�58 SHARES @ OA51 Q.00 9.76 Q.00 VAN�UARD FiXED INCOME SECS FINFL7 PRT ADMR 12120/2012 LONG TERM GfiIN 131V ON 191.458 SHARES Qa 0.277 OAO 53:03 p.00 VANGUARD F1XED INCOME SECB FINFL7 PRTADMR 12l31/2Q12 SHORT TERM GAtN DiV ON 722.839 SHARES�OA32 OAO 23.13 0.00 VANGUARD IT INVESTMENT+GRD ADM#�571 12/31/2012 LONG TERM CAIN pIV QN 722,839 SHARES @ 0.11 T D.00 84.57 0.00 VANGUARD IT INVESTMENT GRD RDM#571 1213112092 SHORT TERM GAIN D1V ON 1295.501 SHARES @ O.Ot4 D.00 18.14 Q.00 VANGUARR ST INV AC1M#t539 12/3112012 LONG TERM GAIN QIV OfV 1295.501 SHARES @ 0;032 0.00 41.46 O.OQ VAIVGUARQ ST lNV ADM�539 0110212U13 SHORT TERM GAIN DIV ON 971.762 SHARES @ 0.42'{783 0.00 21.17 0.00 FEDERATED"fQ7AL RETURN BOND WSTITUTIONAL 01/02l2013 LQNG TERM GAIN DIV ON 971.762 SHARES @ 0,140276 QAO 136.32 0.00 FEDERA7Ep 70TAL RETURN BOND INSTITUTIONA� 03/2812013 SHC�R7fiERM GAIN DIV ON 200.913 Sf-IARES @ 0.006 0.00 1.2i U.00 VANGUARD FIXED tNCOME SECS FiNFLT PRT ADMR 03l2$/2013 LONG TERM GAIN DIV ON 200.913 SHARES @ 0.0$3 0.00 16,68 0.00 VANGUARD FtXED INCOME SECS FINFLT PRT ADMF� 04J0212019 SHORTTERM GAIN DIU dN 737.Q88 SHARES @ O.Q1'E988 O.00I 8.84 0.00 VAN�UARD IT INVESTMENT GRD ADM#t571 04/02/2013 LON�7ERM E3AlIV D!'U ON 737A83 SHARES @ 0.072928 0.00 58.'75 O.Q4 VANGUARD 17 I�VVESTMENT GRD ADM#57t 0�4/02/2a13 SHORT TERM GAIN DIV t�N 1808.059 BHARES @ 0.004993 0.00 6.53 OAO VANGUARD ST INV ADM#539 04/02l2013 LQNG TERM GAIN DIV ON 1308.059 SHARES @ OA18976 O.Od 22.21 4.00 VANGUARD ST INV ADM#539 12105/20'i3 LONG TERM GAIN DIV ON 1422.129 BHARES Q O.OZ9895 0.00 42.51 0.�0 FE�ERATED STRATEGIC VALUE FUND INST 12J12l2013 LONG TERM GAIN DIV ON 771.185 SHARES Q 0.00659 O.OQ 5.08 0.00 PIMCO FDS PAC INVT MGM7 SER LOW DURATION Page 7 ORRSTOWN BANK For the Accaunt of: GLEN H STqNER GUARDiANSNlP(DtiD:07l05Hd) Account Number. 39 00 2043 0 05 Period: December 30,28i1 Tn February 05,201d Date�repared: April 95,2Al4 Statement vf Transactior�s 17ate D�script➢on Ineame Principal Investment Gash Cash Cost Basis 12/13/2013 LONG TERM GAIN DIV ON 295.192 SHARES Q O.SS (?AO 250.81 (1.00 T.ROWE R'RIGE EQUITY INCQME FUNC! 'f 2/18/2013 SHQR7 TERM GAIN DIV ON 89.681 SHARES aQ p.112 O.QO 10.04 0.00 VANGUARDNUELLESLEY INCOME FDADMIRAL SHARES 1211$12018 LONG TERM�R1N D1V pN 89.681 SHARES @ 1.534 0.00 137.57 O.OQ VANGUARD/WELLESLEY INCOME FDADMIF�AL SNAR�S 12/1$t2013 I.ONG 7ERM GAIN CfiV ON 8Q4.5�8 ShIARES @ 0.11 0.00 88.�a OAO VRNGUARD IT INVESTMENT GR� ADM#�?1 12/18/2013 LQNG TERM GAIEV D1V ON 997A05 SHAREB @�.019 Q.OD 1$.94 O.OQ VANGUAfi�ST INV ADM#�539 12/31/2013 LQNG TERM GAIN DIV ON 959.873 SHARES @ O.Q4686 0.00 44.98 0.00 FEDERATED TOTAL RETURN 60N0 INSTITUTIONAL Total CANITAL GAIN DISTRIBtJTIQtt(S 0.00 1,339.58 O.UO PRQGEELIS FROM TNE SALE OF ASSETS 0210612012 SO�D 12.589 @ 32.25 O.QO 406A0 -371.5U DODGE&COX INTERNATIONAL ST(}CK FUND 02/06/2012 SDLD 52.807 Q'11.40 �.OQ 602.00 -596.72 FEDERA'CEp TOTAL RETURN BpNO lNSTITUTIONAL OZ/06/2012 SOL�10.346 @ 34.99 OAO 362.40 -839.55 T.RQWE PRICE�ftOWTH STOCK FUND#40 OZ/0612012 SOLD 16.223 @ 24.7$ 0.00 402.00 -3$6.43 T.ROWE PRICE EQUITY INCQME PUND 02106/2012 SOLD 43.558 Q 23.4� D.00 1,021.00 -1,t�05.32 VANGUARD WELLESLEY INCOME F�COM 27 02/06/2492 SOLD 41.535 @ 10.96 0.00 422.00 -416.18 VANGUARD 1T INVESTMENT GRD ADM#577 02/b6/2012 St7LD 76.7231�10.74 a.OU 824.00 -$1$.63 VANGUARD 5T INU ADM#�539 02/0612012 SOLD 18.449 @ 14,31 O.QO 264.00 -281.79 VANGUARD INFLATION PROTECTED SEGUFtITIES FUND 119 02/06/2012 SOLD 5.134 Q 1Q2.45 0.00 526A0 -b05.09 VANGUARO INDEX FDS 5001DX FD 5HS 09120l2012 S4LD 3.771 �33.66 0.00 127.00 -'I 17.26 DODGE&COX INTERNATIONAL STOCK FUND 09t2012012 SOLD 9.94 @ 26.56 0.00 264.Q0 -246.9C1 T.ROWE PRtCE EQUlTY INCOME FUND fl9l20/20i2 SOLQ 0.�188 @ 24�.61 0.00 12AQ -11.48 VANGUARO WELLESLEY INCCIME FOCQM 27 09120/20i2 SQLD 0,717 @ 29.29 0.0� 21.00 -20.27 VANGUARQ FIXED INCOME SECS FINFLT PRT ADMR 09/2Q/2012 SOLD 2.2$1 aQ 1'11.78 Q,00 255.00 -238.80 VANGUARQ 1NDEX FDS 5�Q IDX FD SHS 42/25/2413 SOLD 6.29 @ 35.77 0.00 225.00 -195.59 DODGE&CaX INTERNATIOIVAL STt)GK FUND 02/25/2Q13 SOLD 12.867(d3 28.29 0.00 364.00 -319.60 T.RQWE PRICE ECIUITY INCOM�FUND 02l25t2013 SQLD 1.348 Q 115.70 0.00 156.40 -139.94 VANGUARtt INDEX FDS 500 I�X FD SHS 06/17/2013 SOLD'169.197 @ 42.22 0.00 7,143.50 -6,098.45 T.ROWE PRICE GRQWTH STOCK FUND#40 06/1712013 SOLD 56.445 Q 37.47 0.00 2,115,00 -1,756.18 DbDC�E&COX iNTERNATIONAL STQCK FUND 06/17J2013 SQLD 42.202 Q 3433 0.00 1,280.00 -1,048.24 T.t�OWE PFtICE EGIUITY WCOME FUND Q6i97/2013 SOLD 195.959 @ 60.87 O.QQ 11,828.00 -11,169.77 WANGUARD/VIIELLESLEY INCfJME FDADMIRAL SHARES 06/17/2013 SOLD 313208 Q 10.7� 0.00 3,367.�0 -3,359.99 Page 8 C�RRSTCJWN BANVK Far the Accaunt of: �LEN H STQNER GUAROJANSNIP(DOD:02l05/14j Account Num6er. 3t 00 2U43 0 03 Reriod: December 30,2t�?9 7a �ebnrary 05,2014 Date Prepared: Aprft 15,2014 Statemer�t vf T�ahsa�tion� Date Descripticn Income Principai Investment Cash Cash Cost Basis VANGUARD S7 INW ADM#1539 06�17/2013 SOLD$.931 Q 124.40 0.40 1.111 AO -927.17 VAhlGUARD INDEX FDS 500 IDX FD SWS i2/13/20'18 SOi.D 24Q.24'1 Q 10,9$ Q.O� 2,837.85 -2,730.14 FEDERATED TOTAL RETURN BOND INSTITUTIONAL 01131/2014 SflLD 14.825 @ 41.35 0.00 613.OQ -461,20 DOQGE 8�COX INTERNATIONAL STOCK FUND 01/31/2014 SQlD$B.538 Q 5.72 0.00 495.OQ -481.15 FEDERATED STRATEG{C VALUE FUN�3INST 01/31/20i4 SCILD 22.516�10.97 0.04 247.00 -255.88 FEDERA7ED T�TAL RETURN B(3ND IN�717UTIflNA� 01131/20 9 4 SOLD 8.323 @ 8.41 O.Ott 70.00 -89.91 OPPENHEIMER SR FLOATWG RATECL Y 01J31/2014 SOLD 25.33$ aQ 10.34 OAO 262AQ -262.75 PIMGO FDS PAC(NVT MGMT SER LOW DURATiOt� 0'1i31/2D14 SC1L0 24.929 @ 31.85 0.00 794.00 -619.51 T.ROWE PR{CE EQUITY INCOME�UND 01/31/2094 St3LD 3.894 @ 60.09 0.00 234.00 -221.98 VANGUARD/WELLESLEY[NCOME FDADMIRAL SNARES 01i31/2�14 StJLD 2.117 @ 25.98 0:00 55A0 -56.92 VAN�UARD FIXED INGOME SECS FI�I�LT PRT ADMit 01i31/2Q14 SQLD 17.671 @ 9.79 0.00 173.00 -17$.78 VANGUARp 17 INVESTMENT GRD ADM#571 Q1/31/2014 60LD 38.677 @ 10.73 . Q.00 415A0 -414.91 VANGUARD ST lNV ADM#t538 41/31/2014 SOLQ 11.Q0T @ 136.73 4.00 1,505.00 -1,143.16 VANGUARD INDEX FDS 500 IDX FD SHS Tota!RROCEEDS�ROM TH�SALE�F ASSE75 0.00 44,898.35 -37,24fi.14 PROCEE�S FROM THE WITHDRAWAL 4F ASSETS 01/12/2012 REDEEM 0.04 38,624.58 -38,624.58 FEDERATEd M�NEY MARKET FUND 851-PRINCIPAL 01h862012 REQEEM 0.0{1 1,120.00 -1,120.00 FEDERATED MONEY MARKET FUND$51-PRtNCIPAL 01/�412Q12 RECYEEM O.QO 1,515.58 -1,515.58 FEDERATED MONEY MARKE7�UND 851-PRINCIPAL �2F1012012 REDEEM 35.58 aA0 -35.58 FEOERATED MONEY MARKET FUND-INCOME 02/13/2012 REDEEM 0.00 29.06 -29:06 FEDERATELI MONEY MARKET FUND 851-PRINC(PAL 02/17l7012 REDEENI 0.00 1,200.00 -1,200.00 FEDERATED MGINEY M�RKET FUND 851-PRWCIPAL 02/21/2012 F2EDEEM 4.00 12,0T5.00 -12,075.00 FEDERATED MQNEY MARKET FUND 851-PRlNCIPAL 03/0'1/2012 REDEENI 0.00 5,�4;4U.00 -5,440.qQ FEQERATED MONEY MARKE?FUND$51-PRINCIRAL 03/Q7/2012 REDEEM 46.39 0.00 -46.39 FEDERATEQ MC}NEY MARKET FUND-tNCOME Q3109/20't2 REDEEM Q,OQ 30.22 -30.22 FEQERATED MONEY MARKET FUND 851-PRWCIPAL 03i22/20'{2 RECIEEM 0.00 51.85 -51.85 FEDERATED MUNEY MARKET FUND 851-PRINCIPAL 04/09/2012 REDEEM 72.22 Q.00 -72.22 FEDERATED MONEY MARKET FUND-INCOME 04125/2012 REDEEM 0.00 300.00 -300.00 FEDEFtATEQ MONEY MARKET FUND 85'1-PRINGIRAL 05101/2012 REDEEM QAl7 �48,467.04 -4$,467.Q0 FEDERA7ED Mt}NEY MARKET FUND 851-PRINCIPAL Page 9 r�R�srown�aArvx For the Ar,count oF: GLEN H STONER GUARDiANSNlP(DQD:02IQ5114J Accou�►t Number. 39 AO 2043 0 f!5 Period: flecember30,20?9 7o February pS,2014 Date Prepared: Aprf195,2U'J4 ►Statement o.f Transactir�ns Date Description Income Prineipa[ tnvestment Cash Cash CostBasis 05/�8/2012 REDEEM 72.01 0.00 -72.01 FEDERATED MONEY MARKET FUND-INCOME 06/04I2012 FtEDEEM 0.00 141.00 -141.40 FEDERATED MONEY MARKET FUND 851-RRINCIPAL 06/07/2412 REDEEM 70.06 4.00 -70.06 FEOERRTED MONEY MAFtKE7 FUND-IFJCOME 06/18/2012 REDEEM O.OQ 752.50 -752.50 �EDERATED MUNEY MARKET FUND 851-PRINCIPAL 07h 01201� REDEEM 75.29 O.OQ -75,29 FEDERATED MONEY MARKET FUNQ-INCOME 08/07/2012 REDEEM 76.20 0.04 -76.20 FEDERATED MONEY MARKET FUND-ItJCON1E 08110/2Q12 REDEEM 0.00 34.80 -34.80 FEQERATED MONEY MAf2KE7 FUND 851-PRIM1ICIPAL �8/28/2012 REDEEM O.aO 4,291.40 -4,291 AO FEDERATED MONEY MARKET FUND 851-PRINGIPAI. 09/p6/2Q12 REDEEM 47.7$ 0.00 -47,78 �EDERATED M�NEY MARKET FUND-INCOME 10/02/2012 REDEEM O.QQ 332.30 -332.30 �EDERATED MONEY MARKET FUND 851-PRlNCIPAL 10/05�2012 REDEEM 77.88 E�.OQ -77.89 FEDERATED MONEY MARKET FIIND-INCUME 01/08/2013 REDEEM 78A5 0.00 -78A5 �EDERA7ED MdNEY MARKET FUND-INCOME 02/11/2013 REDEEM 79.55 0.00 -79.55 FEDERATED MONEY MARKET FUND-INCOME 02/25/2013 REDEEM 0.00 236.00 -236.04 FEDERATED MON�Y MARKET FUND 859-PF2INCIPAL U3/11/2013 REDEEM 80.04 0.00 -80.04 FEDERATED MONEY MARKET FUND-INCQME 04/05/2013 RE�EEM 80.94 fl.OQ -8D.94 FEDEI�ATED MONEY MARKET FUND-INCOME a411 a/2013 REDEEM 0.00 489.40 -481.00 FEDERATED MONEY MARKE7 FUND 851-PRWClPAL 05/03/2013 REDEEM OAO 350.00 -350.00 PE[7ERATED MONEY MARKET�UNQ 851-PRINCIPAL OSi06/2013 REDEEM 0:00 4,945.09 -4,945.09 F�DERATED MONEY MARKET FUND 851-PRINGIPAL 05/0T/2013 REDEEM 81.70 O.Qb -81.7Q FEDERATED MONEY MARKET FUND-INCOME 0510$12013 f2EpEEM 1,054.91 0.00 -1,054.91 FEDERATED MONEY MARKET FUND-INCOME 06/06/20'13 REDEEM 76.33 0.00 -76.33 FEDERATED MOM1IEY MARKET FUtVD-iNCOME 0 7/0 31201 3 REDEEM 74.86 0.00 -74.86 FEDERATED MONEY M,4RKET FUND-INGOME 07/3(}/2013 REDEEM 0.04 84.00 -84.00 FEpERATEC►MONEY MARICET FU�JO 851-FRlNGIPAL 08/06l2013 REQEEM 78.37 b.00 -76.37 FEDERRTED MONEY MARKET FUND-WGOME 08/29/2413 REDEEM Q.UO 92.00 -92.00 FEDERATED MONEY MARKET FUND 851-PRINCIPAl� 09145/2013 REDEEM 75.13 0.00 -75.13 FEOERATED MONEY MARKET FUND-1NCOME 10/04/2013 REDEEM 76.49 0.00 -76.49 FEDEFtATED MONEY MAftKET FUND-INCOME 11/06/2013 REDEEM 78.06 0.00 -7$.06 FEQERAl'ED MONEY MARKET FUND-INCOME Page 10 ORRSTOWN BAM/f For the Account of: !"i�EN H STONER�UAR£!/ANSHlP(DOD:02l05I'�4) Account Number. 39 00 2043 d U5 Period: December 30,?�19 To Febrvary 05,2014 Date Prepared: Aprf!?5,2094 Statement vf Transactions Date Desc�tpttan incame Princlpal Investment Cash Cash Cost Basis 1 2/05120 1 3 REDEEM 78.58 0.00 -78.58 FED�RATEO MONEY MRRKET FUND-IhICOME 12/Q9/2013 REDEEM 0.00 5,OOa:Oa -S,OOQ.OQ FEDERATED MONEY MARKET FUND 851-PRINCiPAL 011Q812014 REDEEM 89.14 q.00 -89.14 FEDERATEa MaNEY MARKET FUND-lNCOME fl1/30/2014 REDEEM 0.00 628.OQ -628.00 FEQERATED MONEY MARKET FEJND 851-PRINCIPAL 02/04/2094 REDEEM 26.88 0.00 -26.88 FEDERATED MONEY MARKET FUND-INCOME Tatal PROCEEDS FROM THE WITHDRAWAL OF ASSETS 2,660.45 126,22Q.98 -128,881.43 ADJUSTMENTS 02/13t2Q12 PRINCIPAL CASH TRANSFERRED 70 INCOME CASH 29.06 -29.06 OAO 03/09/2012 PRtNCIPAI.CASN TRANSFERRED TO INCOME CASH 30.22 -80.22 0.04 05/�Si2013 Ih1COME CASH 7RANSFERRED TO PRINCIPAL CASN -1,054,91 1,054.81 0.00 Total ADJUSTMENTS -995.6� 895.68 O.U4 ---------------------------------------------------°------------------------------- DISBURSEMENT5 TO OR FdR BENEFIClARIES 02117/2012 GLEN H STONER GUARDIANSHIl� 0.00 -1,200.00 Q.40 C/O RdBERT L SWOPE ACH FUNDS TO TEXAS 7RUST GRE01T UNION FOR NURSE JAMIE LOPEZ'S SEFiVICES {INVOIGE#�201) 02/2$/2Q12 GLEN H STONER GUARDIANSHIP Q.40 -3,9'14.38 4.00 G/0 RtJBERT L SWOPE WIRE PRQCEEDS OF GLOSED ORRSTOWN BANK CHEGKING ACGOUNT#1d24016$1 7t7 TEXAS TRUST CREDIT UNION 05l06/2013 GLEN N STCINER 0.00 -6,0OO.Ofl o.ao C/O JANET L..SWOPE ACH FIJNDS TO TEXAS TRUST CREDIT UNION FOR VACAT{ON EXPENSES 12109/2013 GLEN H STONER DAO -5,000.00 0.00 C!b JANET L.SWOPE ACH FUNDS TO TEXAS TRUST CREDIT UNION FQR TRAVELING EXPENSES TQ COME HOME FOR CHRISTMAS Tota1 DISBURSEMENTS TO OR F()R BENEFICIARIES O.pO -16,114.38 0.00 --------------------------------------------------------------------------------°-- lNSURANC�PREMtUMS 01/12/2012 HIGHMARFf BLUE SHIELD Q.OQ -58.70 0.00 GLEN H.STC1fVER!BILLING IL7 910104561 BLUERX PDP FOR JRNUARY 2012 CHECK NUMBER 48056 7otal INSURANCE PREMIUMS 0.00 -58.74 Q.00 F@UCIARY FEES OZ/09/2012 TRUS7 DERARTMENT FEE FdR MQNTH ENDED 01/31/12 -64.64 0.06 OAO 03/06/2012 TRUST C?EPAF2TMENT FEE FOR MONTH ENDED 02/29l12 -7�.61 0,00 0.00 04J06/2Q1� TRUST DEPARTMENT FEE FQR MONTH ENDEp 03l31/12 -72.22 0.00 0.00 051Q7/2012 TRUST DEPARTMENT FEE Ft3R MC)NTH ENDED 04/30i12 -72.01 0.00 0.00 OBl4612012 7RUS7 DEPARTMEfdTFEE FOR MONTH ENpED 05/31/12 -70.06 0.00 0.00 07i49/2012 TRUST QEPARTMENT FEE FOR MONTH ENQEQ 06/30/12 -75.29 0.00 0.00 08/06/2012 TRUS7 DEPARTMENT FEE FOR MONTH ENDED 07/31/12 -76.20 O,dQ 0.00 09/05/2412 TRUST DEPARTMENT FEE FOR MONTH ENDED 08/31/12 -78.9'1 0.00 0.00 10l04/2412 TRUST DEPARTMENT FEE FOR MON7H ENDED Q9/30/12 -77.89 0.00 0.00 Page 71 t3RRSTOWN BANK For the Accaunt of: GLEN H STONER GUARDfANSNlP(DOD:tf2/05I94j Account Number. 3i 00 2043'0 D5 Period: Decenrber 30,2Q9i To Feb�ary 05,20id Date Prepared: Aprfl 15,20?4 S`t�ate�,ent v,�'T"�ansactions Oate Descflption lncome PNncipa[ Investment Cash Cash Cost Basis 11/06/2012 TRUS'T DEPARTMENT FEE FOFt Mt�NTH EN[7ED 10131l12 -77.40 0.00 O.QO 12105i2012 7RUST DEPAR7MENT FEE FOR MONTH ENDED 11/30f12 -77.75 4.04 OAO 01107/2013 TRUST DEPARTMENT FEE FOR MONTH ENDED 12/31/12 -78A5 O.O�J 0.00 Q2/08/2013 TRUST DEPAFtTMENT FEE FQR MONTH ENDED 01/31f13 -79.55 0.00 0.00 031Q8/2013 TRUST QEPARTMENT FEE FG�R MONTH ENDED 02l28l13 -80.Q4 O.OQ 6.00 04/04/2013 TRUST QEPARTMENT FEE FOR MONTH ENOEO 03/31/13 -60.94 0.00 0.00 05/06l2013 TRUST DEPARTMENT FEE FOR M4NTH ENDED 04/30/13 -81.70 0.00 0.00 (16I05/2013 TRUST DEPRRTMENT FEE FOR MONTH ENDED Q5/31/13 -76.33 O.aO 0.00 07/03/2013 TRUST QEPARTMENT FEE FOR MC�NTH ENDED 06/30/13 -74.86 �.00 4.00 08l46/20i3 TRUST DEPARTMEN7 FEE FOR MONTH ENDED 07131/13 -76.37 0.00 O.QO 09I05/2013 TRU5T DEPARTMENT FEE FOR MONTH ENDEp 08131l13 -75.13 0.40 4.00 1Q/04/2013 TRUST DEPARTMENT FEE FOR MONTH ENDED�9130(13 -76.49 0.00 0.00 11/OS12013 7RUST DEPARTMENT FEE FOR MdNTH ENDED 14/39/13 -78.46 O.QO 0.00 12/05/2013 TRUST DEPARTWIENT FEE FOR MONTH ENDED 11l30/13 -78.88 O.flO O,QQ 01iQ$12014 TFtUST DEPARTMENT FEE FOR MONTH ENDED 12/31/13 -74.77 0.00 f3.00 Tatai FlDUCIARY FEES -7,827.85 Q.Oa OAO OTHER EXPENSES 01/12/2012 ROHERT&J�1NET SWOPE OAO -1,643.6Q 0.00 REIMBURSEMENT FOR VARIOUS EXPENSES F4R GLEN CHECK NUMBER 48454 01/12/2012 CARQL VARNER 4A0 -863.2$ Q.00 REIMBURSEMENT FOR 12J30111 -01I07/12 STAY AT RESIQENCE INN FOR GLEN STONER CWECK NUMBER 4805b 01I1812092 DA111D R.LEAMAN,ED.D 0.00 -1,120.00 0.00 BALANCE DUE FOR GLEN STONER GHECK NUMBER 48126 41124/2012 CAROL VARN�R 0.40 -1,516.58 OAO REIMBURSEMENT FOR GLEN STONER STAY AT RESiDENCE!NN 12/1$/11 TO 01117/12 GHEGK NUMBER A8'i64 08/10/20'i2 PATTI BARRETT OAO -34.80 0.00 GLEN STONER;CASE 2011-1132,12/2$!11 PROCEEDING BEFORE JUDGE MASLAND CHECt(NUMBER 54094 7atai OTHER EXPENSES O.DO -5,1T7.26 O.OD Mt5C.MEDICAL EXPENSES 03101/2012 ANTHCINY HEARING AIDS 0.00 -5,440.00 O.pO BALANCE DUE FOR HEARINC�AIDS FUR GLEN H.STONER/DOB 09/12/22 CHECK NUMBER 48530 03J2212012 CUMBERLAND-GOODWILL FIRE RESCUE ENIS Q.00 -51.85 �.OQ GLEN H.570NER/INV#11-'194Q02 CHECK NUMBEFt 48706 Total MISC.MEDIGAL EXPENSES 0.00 -5,491.85 0.00 ATTORNEY FEES 02/21/2�12 KELLER,KEILER,&BECK,LLC 0.00 -12,075.00 Q.00 ES7ATE PLANNING FOR GLEN S70NER FiLE#11-3�9/INV#10509 CHECK NUMBER 48434 06/18/2012 KEI.LER,KELLER,&BECK,LLC 0.00 -752.50 0.04 ESTATE PLANIVING FlLE#19-309!INVOICE#90760 Page 12 aR�srowM sawx �or the Account of: �LEN N STONER GUARDlANSHtP(DOD;02/05f1�!) Accnunt Number. 39 00 2043 0 05 Period: December 30,20i1 To �'�taruary Q5,?t114 Qate Prepared: Aprl/15,Z�14 Stateme�t af Transacti�ns Date Description Ineome PrincipaC Investment Gash Cash Cost Basis CHECK NUMBER 49701 10/02/2012 KEL�ER,KELLER,&BECK,�LC 0.00 -332.30 0.00 SALANCE DUE FOR GLEN H,STONER,SR. FILE#11-309/INV.#11931 CHEGK NUMBER 50578 01/30/2014 MAR7S(�N LAW OFFICES OAU -628.OQ �AO GI.EN H.STONER GDN�HiP INV.'#55575!FILE#12fi33-00024 CHECK NUMBER 54$94 Total ATTORNEY FEES OAO -1�,787.80 OAO TAX PREPARATION FEES 04J24t2Q12 2011 TAX PREP FEE O.Of3 -30Q.OQ 0.00 05102l�013 2012 TAX PREP FEE 0.00 -350.00 �.00 7otal TAX t�Ft�PARATION FEEB 0.00 -65pA0 U.4U FEDERAL TAX DUE PAID 04/1812Q13 2012 FORM 1040 TAX DUE 0.00 -481.00 0.00 TO THE UNITED STATES TREASURY Tota!FEDERAL TAX DUE PAIQ O.OQ -d8i.00 0.00 PURGHASES UF ASSETS 01l10t2012 PURCHASE 0.00 -109,195.38 1Q9,i95.38 FEOERATED MONEY MARKET FUND 851-PRINGIPAL Q9/12/2012 PUR 79.702 @ 29.51 0.00 -2,352.00 2,352.00 DQDGE&COX INTERNATIONAL STQCK FUND 01/1212012 PUR 416.195 @ 11.3Q O.fl4 -4,703.40 4,703.p0 FEDERAI'ED TS�TAL FtETURN BOND INS71TU71ONAL 09112l2012 PUR 71.664�32.82 0.�0 -2,352.04 2,352.04 T.ROWE PRICE GR�WTH STOCK FU(dD#4Q 0111212012 PUR 131.654 @ 23.82 0.40 -3,136.D0 3,136.00 T.ROWE PRICE EQUITY INCOME FUND 01/12/2012 PUR 338.609 �23,08 0:00 -7,838.00 7,83$.00 VRNGUARD WELLESLEY INCOME FDCOM 27 01l12/2�12 PUR 312.974 @ 10.02 0.00 -3,136.qd 3,136.00 VANGUAftD 1T 1NVESTMENT GRD ADM�'i71 01/1212012 PUR 624.368 @ 10.67 (}.00 -6,662.00 6,662.00 VANGUARQ ST INV ADM#588 U1/12/2012 PUR 138.126 aQ 14.19 0.00 -1,960.00 1,960.00 VANGUARD INFIATION PROTECTED SECURI7IES FUh10119 a1/17J2(?12 PUR 39.845 Q 98.36 0.00 -3,920.00 3,320.40 VANGUARD INDEX FOS 500 IDX FD SMS 02/02/2012 PURGHASE -26.34 O.OU 2fi.34 FEDERATED MONEY MARKET FUND-INGOME 02/03/2012 PURGHASE -9.�4 0.00 9.24 FEDERATED MONEY MARKET FUNQ-INCOME 02/d6/2012 PURCHASE 0.00 -4,829.00 4,829.00 FEDERATED MONEY MARKET FUNQ$51-PRWGIPAL 031Q512012 PUR�HASE -46.39 0.00 46.39 FEDERAT�D MONEY MAFtKET FUt�D-INCOME 03J27/2012 PURCHASE -16.45 O.QO 16.45 FEDERATED MONEY MARKET FUNQ-INCt�ME 04J02/2012 PURCHASE -75.38 fJ.00 75.38 FEDERATEO MONEY MARKET FUND-[NCOME 04/03/2012 PUR�HASE 0.00 -13.84 13.84 FEDERATEb M4NEY MARKET�UhJD 851-PRINCIPAL OM03l2012 PURCHASE -31.14 0.04 31.14 Page 13 o�tRSrawnr�nrK Fc�r the Account of: GLEN H STf7NER GUARDIANSHJP(DOD:0?J05/14) Accaunt Number. 3?Q020�l3 0 05 Period: December 30,2011 To Feb�uary 05,2014 Date Prepared: Apr1115,2094 wS'ta�eme�t vf Transactiv�s Date Oescriptian Incame Pttncipal Investment Cash Cash Cos#Basis fEDERATED MONEY MARKET FUND-INGQME Oa1�4/2012 PURCWASE -12.42 0.00 12.42 FEdERATED MONEY MARKET FUND-INCOME Q5/01/2Q12 PUR 93.692 Q 32.18 O.QQ -3,D15.00 3,D15.00 DODGE&COX lNTERNATIQNAI STOCK FUND Q5/01/2012 PUR 541.623 Q 11.46 0.00 -6,207.00 6,207.00 PEDERATED 1'OTAL RETURN 80ND INSTITU'tIONAI 0510112012 PUR 97.732 @ 37.92 O.QQ -3,706.00 3,706.00 T.F20WE PR10E GR�JWTH STOCK FUND#40 05/01/2012 PUR 225,692 @ 25.30 0.00 -6,710.00 5,71d.00 T.RQWE PRICE EQUITY INGOME FUfVD 05/0112012 PUR 357.185 @ 23.80 0.00 -&,501.00 8,541.00 VANGUARp WELLESLEY INCOME FDCCIM 27 05/01/2012 PUR 4U8.456 @ 14.17 0.00 -4,154.Q0 4,154.00 VAhIGUARD IT WVES7MENT GRD ABM#f571 05/41/2012 PUR 656.599 aQ 1b.76 Q.00 -7,Q65.00 7,066.04 VANGUARD ST INV ADM#539 fl5/01/2012 PUR 238.797 a�14.46 0:00 -3,453.00 3,453.00 VANGUARD INFLATION RROTECTED SECURITIES FUND 119 05/Q1/2012 PUR B2.4$Q 106.53 OAO -6,656A0 6,65fi.00 VANGUARD INDEX FDS 500{DX FD SHS 05/02/2012 PURCHASE -29.34 0.00 29.34 fEQERATED MONEY MARKET FUNd-INCQME d5t03/2012 PURGHABE -12.43 Q.�O 12.03 FEDERATED MONEY MARKET FUN�-INCOME 06t04/2(112 PUR 0.325 @ 27.70 �.OQ -9.Q0 9.00 DODGE&COX iNTERNATIONAL STC?CK FUND 06/04/2012 PUR 1.572 @ 11.45 0.00 -18.00 18.t10 FEDERATEt}TOTAL RE7URN BOND INS7ITUTIONAL 0610412412 PUR 0.322 a�34.19 0.00 -11.00 11.00 T.ROWE PRICE GROWTH BTOCK FUND#4U O6l04/2012 PUR 0.645 @ 23.25 0.00 -15A0 15.QQ T.ROWE PRIGE EQUITY INCQME FUNO OB104t2012 PUFt'i.113�23.37 O.Qd -26.00 26.00 VANGUARD WELLESLEY ItVCOME FDCOM 27 461Q412d92 FUR 1.174 @ 10.22 0.00 -12.40 12.00 VANGUARD IT WVESTMENT GRD ADM#571 06/OA/2092 PUR 2.142 @ 10.74 a.00 -23A4 23.D0 VANGUARD ST INV ADM#1539 q6/Q4/2012 PUR 0.608 @ 44.81 0.00 -J.00 9.0{i VANGUARO INFLA710N PR,OTEG7ED BECURITIES FUND 119 46/04/2012 PUR 0.184 @ 97.66 O.Op -18.00 18.Q0 VANGUARD INDEX FDS 500 IDX FD SWS fl6/Q4/2�12 PURCHASE -49.77 4.00 49.77 FEDERATED MONEY MARKET FUND-INCOME �6/05/2012 PURCHASE -31.90 4A0 31.90 FEL7ERATED MONEY MARKET FUNQ-INCOME Q6/2612012 PURCHASE 0.00 -5,554.55 5,b54.55 FEDERATED MOMEY MARKET FUND 851-PRINCIPAL 06/26/2012 PURCNRSE -52.00 0.00 52,00 FEDERATED MONEY MARKET FUND-INCQME 07/d7J2012 PURCHASE -187.09 O.OQ 187.U9 FEDERATE{7 MONEY MARKET FUND-INGOME 07l03l2412 PURCHASE -47.03 OAO 47.03 F�DERA7'ED MONEY MARKET FUND-INC(}ME 07l05/2012 PURCHASE -33.60 O.OQ 33:64 FEDERATEa MONEY MARKET FUND-INGOME 08142/ZQ12 PUFtCHASE -48.11 a.00 48.11 Page 14 Ot2RSTOWN BA1VK For the Account of: GLEN H STONER G!IARDIANSHiF(DOD:02/051�4) Accaunt Number. 310D Z043 0 05 Period: December30,2Q91 To February 05,2094 Date Pfepared: Aprll 15,2tY14 �5'tatement of`�'��zr�sac�tiv�s Date Desr.riptian Inaome P�incipal Investment Cash Gash Cost Basis FEDERA7ED MONEY MARKET FUNd-WGOME 08/03i2012 PURCHASE -30.49 0.00 30.49 FEDERATED MONEY MARKET FUIUQ-WCOME 08/28/2012 PUR 8,622 @ 31.78 0.00 -274.00 274.00 DODGE 8�COX INTERNATIONAL STOCK FUND 08/2812012 PUR 47,405 @ 11.58 0.00 -b48.00 548.00 FEDERATED TOTAL RETURN BOND fNSTiTUT10NAL 08/28/2012 PUR 8.574 Q 37.32 OAO -320.00 320.00 T.ROWE PRICE GROWTH STOCK FUND#40 08/28/2012 PUR 17.817 @25:85 O.QO -457.04 457.04 T.ROWE PRICE EQUITY 1NCC?ME FUNO 48/28/2012 PUR 33.675 Q 24.38 O.OQ -821 AO 821.OQ VANGUARD WELLESLEY INCOME FDCUM 27 Q8/28I2012 PUR 35.232 @ 10.36 0.0� 365.0� 365.04 VANGUARO IT INVESTMENT GRD AC1M#fi71 08128f2012 PUR 63.216 @ 10.82 0.00 -684.00 684.Q0 VANGUAFtD S7 WV RDM#�539 08/2812Q1 Z PUR 18.539 @'14.78 0.00 -274.00 274.00 VAhIGUARD iNFLATION PROTECTEQ SECURITIES FUND 119 08128/2012 PUR 5.086 @ 107.75 0.00 -548.00 548.Q0 VANGUA120 INDEX FDS 5a0 IDX FD SHS 09/05f2012 PURCHASE -47.91 0.40 47.19 FEDERATED MONEY MARKET FUNQ-1NCOME 09/20/2012 PUR 17.774 @ 1'1.59 O.QO -206.00 206.00 FEDERA7ED T�TAL RE7URN BC?ND I{V5TITUTIONAL 09/20/2012 PUR Q.591 @ 38.91 O.QO -23.00 23.00 T.R�WE PRICE GROWTH STOCK FUND#40 09/20/2012 PUR 6.538 @ 10.40 4.00 -88.QQ 68.00 VANGUARl717 IhtVESTMENT GRD ADM#571 49120t2012 PUR 25.899 @ 10.85 0.00 -281.00 281.00 VANGUARD ST fNV ADM#539 q9/21/2012 PURGHASE O.OQ -'f01.00 101.Q4 FEDERATEQ MONEY MARKET FUND 851-PRINCIPAL 09125J2012 PURCHASE -57.03 0.00 57.03 FEDERATED MONEY MARKET FUND-lNCOME 101Q1/2012 PURCHASE -194.48 0.00 194.48 FEDERATED MONEY 141ARKET FUND-INCOME 10/02/2012 PUf2GHASE -48.66 0.00 46.66 FEDERHTED MON�Y MARKET FUND-INGQME 1Q/0312012 PURCHASE -29.69 OAO 29.89 FEC7ERATED MONEY MARKET FUND-INCOME 11/0712012 PURCHASE -4.34 p.00 4.34 FE�ERATEO MONEY MAftl{ET FUND-INCOME 12/06/2012 PURCHASE -1.95 0.00 1.95 FEDE�tATED MONEY MARKET FUND-lNGOME 12/18l2012 PURCMASE O.Od -230.41 23Q.41 FEDERATED MONEY MARKET FUND 851-PRINCIPAL 12/20/2012 PURCHRSE 0.00 -62.79 62,79 FEDERATED MQN�`l MARKET FUND 851-PR{NCIPAL 12t27/2012 PURCHABE -501.65 0.�0 501.65 FEDERATE�M{71VEY MARKET FUND-INCOME 12/31I2012 PURCHASE 0.00 -167.30 167.30 FEDERATED MONEY MARKET FUND 851-PRINCIRAL 61l02/2013 PURCNASE 0.00 -'157.49 157.49 FEpERATEO NIONEY MARK�T FUND 851-PRINGiPAL 01/03/2013 PURGHASE -52.85 O.OU 52.85 FEDERATEE7 MONEY MARKE7 FUND-INC4ME 01/04/2013 PURCHASE -35.04 0.00 35.04 R�ge 15 ORRSTOWN BA1VK For the Accaunt of: GLEN H STONER GUARDIANSH/P(DOD:pTJ05l1d} Account Number: 39 00 ZOd3 0 05 Period: Decem6er 30,20t 1 Tr� Fe6ruary 05,201d Qate Prepared: Aprtt 15,�v�a S�atement vf T�ansactians Date Description Income Principal Investmen# Cash Cash Gost Basis FEDERATED MONEY MARKET FUND-INCOME 42/04/2d13 PURCFiASE -69.01 0,00 69.01 FEDERATED MONEY MARKET FUND-INCOME 02/2S/2013 PUR 26.7$4 Q 11.35 Q.00 -30�t.OQ 304.00 FEDERA7ED TOTA�RE7URN BOND INSTITUTI{7NAL 02/25/2013 PUR 0.66(g"�39.42 0.04 -26A4 26.00 T.Rf?WE PRlCE GROWTH STOCK FUND#40 02J25/2013 PUR 1.706 @ 59.79 0.00 -102.Q0 102.00 VANCUARDNVELLESLEY WGOME FOADMiRAL SHARES 02125/2013 PU}2 9.455 @ 2$.24 0.00 -267.00 267.Q0 VANGUARD FUCEd 1NCOME SE�S FWFLT PRT ADMR 02/2512013 PUR 14.244 @ 10.25 OAO -148.00 i46.00 VANGUARD IT iNVESTMENT GRD ADM#571 02/25/2013 PUR 12.558 @ 10.83 d.00 -136.00 136.t}0 VANGUAF�D ST lhlV ADM#539 03/04/2013 PURCt-iASE -64.25 Q.O� 64.25 FEDERATED IVIC}NEY MARKET FUND-INCOME 03/22J2013 PURCHASE -55.25 DAO 55.25 FEDERATED MOI�EY MARKET FUNO-INCOME 03/28/2013 PURCHASE 4.00 -97.89 17.89 FEDERATED MONEY MARKET FUND 851-PRINCIPAL 03/28/2013 PUFtCHASE -16$.77 0.00 168J7 FEDERATED MONEY MARKET FUND-lNCOWIE 04f0212013 PUFtGHASE -71.86 0.00 '11.86 FEDERATED MONEY MARKET FUND-INCOME 04/03l2a13 PURCHASE 0.00 -91.33 91.33 FEDERATEQ MC3NEY MARKET FUND 851-PRINGIPAL 05/02/2013 PURCHASE -73.20 O.aO 73.2Q FEDERATEQ MQNEY MARKET FUND-IIVCOME 06104/2d13 PURCHASE -70.70 b,00 7Q.70 FEDERATED MONEY MAFZF�ET FIJND-INCOME 06/17/2013 PUR 1418.065 @ 5.56 0.00 -7,880.00 7,890.00 FEDERATED BTRATEGIC VALUE FUND INST 06/17/2013 PUR 199.283 Q 11.16 0.00 -2,224A0 2,224.00 FEDERATEQ TOTAL RETURN BOND INSTITUTfONAI 06l17I2013 PUR 769.527 @ 10.37 O.QO -7,980.00 7,980.�0 PIMCO FDS PAC INVT MGMT SER LOW DURATION 0611?/2013 PUR 97.4Q @ 2B.92 Q.Ofl -2,622.00 2,822.00 VANGUARD F1XED lNCOME SECS FINFLT PRT A�MR 06I17/2013 PUR fi5.734 'L7a 10.01 0.00 -658A0 65$.00 VANGUARD IT INVES'TMENT GRQ ADM#571 06f17i2013 PURCHASE OA� -5,570.54 5,570.50 FEDERAT�D MQNEY MAFtKET FUNd$59-PRiN�IPAL 06124/2013 PURCHASE -55.2d O.qO 55.20 FEDERATED MQNEY MARKET FUN0-INCOME 06/28/2013 PURCHASE -95.92 0.00 95.92 FEDERATED MONEY MARKET FUND-INCOME 07/01/2013 PUF7CHA5E -43.99 0.00 43.99 FEDERATED MflNEY MARKET FUND-INGQME 07/02/2013 PURCFiASE -76.87 0,00 76.$7 FEDERATED MOIVEY MAFtKET FUND-WCOME 07/30/2013 PUR Q.104 @ 38.64 O.QO -4.00 4.OD DODGE&G4X INTERNATIONAL STQCK FUNp 07/30/2013 PUR 1.416 @ 5.65 O.OQ -8A0 8.d0 FEDERATED STRATEGIC VALUE FUNO INS7 07130l2413 PUR 1.U91 {,al 11 0.00 -12.00 12.00 FEDERATED TOTAL RETURN BONb INSTiTUT1�NAL 07/30/2013 PUR 4.778 @ 10.28 0.00 -8.Od 8.00 Page 16 ORRSTOWN BANK Far fhe Account of: GLFN H STONER GUARDIANSNJP{DOD:0?JQ5ft4) Aacount Number: 3?DO 2Q43 D 05 Period: becember 30,20?4 To February 05,2014 Date Prepared: Aprf!75,2Ui4 S'tatement c�f T�ansac�ions Date Description Incame Principal Irtvestment Cash Gash Cost Basis PIMCO FD5 PAC INVT MGMT SER LOW DURATION 07/30/2013 PUR 0,287 @ 31.34 O.dO -9.00 9.00 T.R(7WE PF210E EQUITY INCOME FUNO 07l3Q/2tJ13 PUR Q.082 @ 60.70 O.OQ -5.00 S.OQ VANGUARDNVELLESLEY INCOME FpADMIF2Al SHARES 07/3012a13 PUR 0.304 @ 26.33 0.00 -8:Od 8.00 VANC�UARD FIXED INCOME SECS FINFLT PRT ADMR 07/3t}/2013 PUR 0.814 @ 9.83 0.40 -S.Op 8A0 VANGUA�tD IT 1NVES7MENT GF2D ADM#571 07130/2d13 PUR 1.029 @ 10.69 0.00 -11,00 11.00 VANGUARD 57 WW ADM#539 47130/2013 PUR,0.486 @ 128.46 0.00 -91.00 11.�0 VARtGUARD INOEX FD8 500 IDX FD SHS 0810'fl2013 PURCHASE -18.$9 O.OQ 18.89 FEC►ERATED MONEY MARKET FUND-INCOME 08l0�J2Q43 PURCHASE -38.47 0.00 38.47 FEDERATED Mt}NEY MARKET FUND-1NCOME 08/05/2013 P"URGHASE -51.74 0.00 51.74 FEC?ERA7E0 MONEY MARKET FUND-INCt7ME 08l2912013 PUR 0.1Q6 @ 37.80 0.00 -4.00 4,00 DODGE$C�X INTERNA71fJNAL STOCK FUND 08/29/2a13 PUR 1.648 @ 5.4fi 0.00 -9.40 9.00 FEDERATED STRATEGIC VA�UE FUtVD II�ST 08/29/2013 PUR 1.194 @ 10.$9 0.00 -13.00 13.00 FEI7ERATED 70TAL RETURN BOND iNSTITUTIQNAI. d8129/2013 PUR 0.$8 @ 10.23 9.00 -9.OQ 9A0 PIMCO FDS PAC INVT MGM7 SER LOW DURATION 08/29/2013 PUR 0.329 @ 30:40 0.00 -'I O.flO i4.Q0 T.ROWE PRICE EClUlTY IEUCOME FUND 08l2912013 PUR 0.101 �a 59,59 OAO -6.00 6AQ VANGUARDNVELLESlEY{NGOME FDAQMIRAL SHARES 08129/2013 PUF2 0,344 @ 26.13 4.00 -9.00 9.00 VANGUARD FIXED iNCOME SECS FINFLT PRT ADMR 08/29/2013 PUR 0.927�9.71 O.Of} -9.00 9.00 VAN�UARi�IT ENVESTMENT GRD ADM#571 Q8/29/ZOi3 PLSR 1.126 @'i0.66 0.00 -12.00 92A0 VANGUARD ST INV ADM#539 49/29/2093 PUFi 0.08$@ 124.91 4.00 -11.00 11.00 VANGU,ARD INOEX FDS 500 IDX FD SHS 09/03t2013 PURCFtASE -26.31 0.00 26;31 FEDERATED MONEY MARKE7 FUND-INCOME 09/OM2013 PURCHASE -94.73 O.QO 9d.73 FEDERATED MONEY MARKET FUND-INCOME 09123/2013 I�URCHASE -58.99 Q.00 58.91 FEDERATED MONEY MARKET FUN�-INCOME 09/27/2013 PURGHASE -96.65 0.00 96.65 FEDERATED MONEY MARKET FUND-INCOME Q9/90/2013 PURGWASE -41.18 0.00 41.18 FEDEi�ATED MONEY MARKET FUN�-INCOME 10I01/2013 PURCHASE -17.92 Q.40 17.92 FEDERATEp MONEY MARKE7 FUND-INCOME 10/42l2Q13 PURCHASE -39.07 0.00 39:Q7 FEDERATED MONEY MARKET FUNC1-[NCOME 10/03/2Q13 PURCHASE -48.69 0.00 48.69 FEDERATED MONEY MARKET FUND�INCOME 11/01/2013 PURCHASE -13.37 0.00 13.37 FEDERA7ED MQNEY MARKET FUND-INCOME 11704/2013 pURCHASE -92.82 0.00 92.82 Page 17 t?RRSTt�WN BANK For the Accoun#of: GE.EN H STONER GUAROIANSHtP(D�1D:02IOS/14) Account Number. 3i 00 2043 0 05 Period: Oecember 3d,2011 Ta �ebruary 05,2Q14 Date Prepare�i: Apri(15,2014 �� Z�� Date Description lncame Principai Investment Cash Casfi Cost Bas1s FEDERATED MQfVEY MARKET FUND-IIVCOME 12/02/2013 PUF2CHASE -27.87 0.00 27.87 FEDERATED MONEY MARKET FUND-WCOM� 12/03/2013 PURCHASE -40.17 U.00 40.17 FEDERATEt�MONEY MARKET FUND-WGOME 12/OMZQ13 PURCFfASE -50.98 0.00 5Q.98 FEDERATEO MflNEY MARKET FUND-INCOME 12/08/2013 PURCHASE 0.00 -42.51 42.61 FEDERATED IVIONEY MARKET FUND$51-PRINCIPAL 12l92t2013 PURCHASE 0.00 -5.08 5.08 FEDERATED MUNEY MARKET FUND 851-PRINCIRAL 12l1312Q13 PUFt 314.03 @ 8.44 0.04 -2,637.$5 2,637.85 OPPENI-IEIMER SR FLUATING RATECL Y 12i1312013 PURCHASE Q.OQ -250.91 25R.91 FEDERATED MONEY MARKET FUND 851-PRINCIPAL 12J13/2013 PURCHASE -41.33 0.00 41.33 FEQERATED MONEY MARKET FUND-!NC{}ME 12/19/2013 PURCHASE -46.01 Q,00 46.01 FEQERATE�MQNEY MARKET FUND-tNC{7ME 1 211 9/2 0 1 3 PURCHASE 0.40 -255.05 255.Q5 FEDERATED MONEY MAF2KET FUNd 851-PRINCIPAL 12/2Q/2013 PURCHASE -71.90 0.00 71.90 FEDERATEd MONEY MARKET FUND-fNGOME 12/24/2013 PURCHASE -68.46 O.QO 68.46 FEDERATE�MdIVEY MARKET FUND-ItVCOME 1 2127/20 1 3 PURChlASE -98.73 0.00 98.73 FEDERATED MONEY MARI�ET FUND-1NC4ME 12/31/2p13 PURCWASE 0.00 -44.98 44.98 FEDERATED MC?NEY MARKET FUNCt 851-PRINCIPAL 12131l2013 PURGHASE -10.75 0.00 1Q.75 FEDERATED MONEY MARKET FUND-INCOME 01/03i2014 PURCHASE -88;80 O.QO 88.80 FEDERATE�MONEY MARKET FIIND-INCflME 01t31/2Qi4 PUf2CMASE 0.40 -4,863.00 4,863.00 FEDERATE[}MQNEY MARKET FUND 851-PRINGIPAL 02/U312014 PURCHASE -12.66 0.00 12.66 FEDERATED MONEY MARKET FUND-INCOME 02lU5/2014 PURCHASE -106.32 O.QO 106.32 fEDEi7ATED MONEY MARKET FUND-WGOME Total PURCHASES OF ASSETS -3,853.27 -246,153.86 250,007.13 SECU121TIES DEPQSITEb TO THE ACCOUNT 09(14/2012 RECV 192.175 SHARES Q.00 0.00 5,434.21 VANGUARD FIXEt7 IIVCOIVIE SECS FINFLT PRT ADMR EXCHAN�E W17H VANG INFIATIt�N#119 CC7NVERSIOhJ TQ ADMIRAL SHARES 11l05/201� RECV 283.751 SHARES 0.00 4A0 16,169.20 VANGUARD/WELLESLEY INCdME FDADMIRAL SHARES EXCNANGE WITH VAN WEILES ING FD 27 CONVERSIC}N T�ADMIRAL SHARES Total SECURITIES DEPOSITED Tb THE ACCOUNT 0.00 O.aO 21,603.41 ADJUSTMENTS TO SEGURI�IES 01f13f2a12 AD3UST LOT QUE TO IFtS REPORTING REGUtA7tON 0.00 0.00 4.Q0 DUDGE&COX INTERNATIONAL STC?CKfUND 01/13f20'12 ADJUST LOT DUE TO IRS REPORTING REGULATiON O.OQ 0.00 0.00 F`EDERATED T07AL RE7URN BOND INBTITUTIONAL 09/13/2012 ADJUST�01`OUE TC�IRS REPORTING REGULA710N O.OA 0.00 0.00 Page 18 dRRSi`OWN BANK For the Account of: �LEN H STONER GUARDiANSHlP(DOD:02/05f14) Account Number. 3!0�2D43 0 05 Period: December 30,2011 To February 05,2di4 Date Prepared: Apr1115,2i►14 S'tatement vf Transactivns Date Description Income Principal Investment Gash Cash Cost Basts T.ROWE PRICE GROWTH STQCK FUND#40 01/13/2012 ADJUST LOT DUE TO IRS REPORTItV�REGULATION 0.00 0.00 OAO T.ROWE PRIGE EQUtTY 1NC�ME FUND Q1113t2012 ADJUST LOT DUE TO 1RS REPORTING REGULAT10td O.QO Q.00 0.00 VANGUARD W ELLESIEY tNCOME FDCOM 27 Q1h3120i2 A�JUST lQT QUE TO 1RS REPORTING RE�ULA710N 0.40 0.04 Q.00 VANGUpRD 1l'INVESTMENT GRD RDM#f.571 01N3/2012 AD,lUST ItJT QUE TO kRS REPORTING REGULATI4N O.flO O.Ob 0.00 VANGUARD S'f 1NV ADM#539 01/13/2012 AdJUST I.OT DUE T�1RS REPORTING REGULATION 0.00 0.00 0.40 VANGUARD INFLA710N PROTECTED SECURI7IES FUND 119 OU13/2012 ADJUST L07 DUE 70 If2S REPOR7ING REGULATION 0.40 0.00 0.00 VANGUARD INDEX FDS 500 IDX FD SNS Total ADJUSTMENTS 7U SECURITfES 4.00 0.00 OAO SECURITIES DISTRIBUTED FRG1M THE AC�OUNT 09/14/2Q12 DIST 377.621 SHARES 0.�0 0.00 -5,434.21 VANGUARD INFLATIOIV PROTECTED&ECURITIES FUND 119 GORPORATE EXCNANGE CONVERSION TO ADMiRA�SHA}�ES 1'f/05/2012 DIST 687.528 SHARES 0.00 0.00 -16,189.2Q VANGUARD WELLESLEY INCOME FDCQM 27 CORPORATE EXCHANGE CONVERStON TO AQMIRAI SHARES Tptal SECURITIEB DISTRiBUTED FROM THE AGCOUNT 0.40 0.00 -21,BQ3.41 Page 19