HomeMy WebLinkAbout05-06-08~ F:\F1LES\CGrnts\Mumma 5844.1 (estate) 8747 (Kim)\5844.1.Mmmna Estate\5844.1.motion.protectiveorder2.wpd
Created: 9/20/04 0:06PM
~ Revised: 5/6/06 0:54PM
5644.4
No V. Otto, III, Esquire
I.D. No. 27763
George B. Faller, Jr., Esquire
I.D. No. 49813
Jennifer L. Spears, Esquire
I.D. No. 87445
MARTSON DEARDORFF WILLIAMS OTTO GILROY & FALLER
MARTSON LAW OFFICES
10 East High Street
Carlisle, PA 17013
(717) 243-3341
fag ller(crimartsonlaw.com
Attorneys for Barbara McK. Mumma and Lisa M. Morgan,
Co-executrixes of the Estate of Robert M. Mumma
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IN RE ESTATE OF IN THE COURT OF COMMON PLEAS OF
ROBERT M. MUMMA CUMBERLAND COUNTY, PENNSYLVANIA
Deceased NO. 21-86-398
ORPHAN'S COURT DIVISION
EXECUTRIXES' EMERGENCY MOTION FOR PROTECTIVE ORDER
AND NOW come Barbara McK. Mumma and Lisa M. Morgan, Executrices of the Estate of
Robert M. Mumma, deceased, and Trustees under his Will, by and through their attorneys,
MARTSON DEARDORFF WILLIAMS OTTO GILROY & FALLER, move this Court to enter a
protective order, and in support thereof, aver as follows:
1. On or about May 2, 2008, Robert M. Mumma, II served Notices of Deposition for
Barbara McK Mumma and Lisa Morgan. A copy of the Notices are attached as Exhibits "A" and
"B," hereto.
2. The Notices schedule the depositions to take place in Lemoyne, PA on May 14, 2008,
and May 15, 2008.
3. On March 26, 2007, Judge Oler entered an Order of Court placing certain time and
location restrictions on the depositions of Barbara McK. Mumma and Lisa M. Morgan. A copy of
that Order is attached as Exhibit "C."
4. Pursuant to Judge Oler's Order of Court October 3, 2007, the depositions of Barbara
McK. Mumma and Lisa M. Morgan were to be completed before November 22, 2007. A copy of
that Order is attached as Exhibit "D."
5. Counsel for the Executrixes sent Notices to Robert M. Mumma, II that the depositions
of Lisa M. Morgan and Barbara McK. Mumma were being taken on November 12, 2007, and
November 14, 2007, respectively, in Florida, and that he was invited to attend participate. A copy
of said Notices are attached as Exhibits "E" and "F," respectively.
6. Although being served with notice at three addresses of record, Robert M. Mumma,
II did not attend the depositions on November 12 and 14, 2007.
7. The Executrixes seek a Court Order for protection.
8. The history of this and other related cases demonstrates the need for a Protective
Order
9. Judge Oler has ruled on previous issues in this case.
10. This Motion is being sought in an expedited, emergency fashion and concurrence of
Robert M. Mumma, II, has not been sought, however it is not likely he would concur.
WHEREFORE, the Executrixes respectfully request that the Court enter a Protective Order
that Barbara McK. Mumma and Lisa M. Morgan may not be deposed by Robert M. Mumma, II,
because the deadline for completing their depositions pursuant to the Court's Orders of
March 26, 2007, and October 3, 2007, has expired.
MAR'YSONI LAW
By: ~ -
Ivo V. ,III, Esquire
I.D. N . 2 763
George B. Faller, Jr., Esquire
I.D. No. 49813
Jennifer L. Spears, Esquire
I.D. No. 87445
10 East High Street
Carlisle, PA 17013 - (717) 243-3341
Dated: May 6, 2008 Attorneys for the Executrixes
2
IN RE: ESTATE OF IN THE COURT OF COMMON PLEAS OF
ROBERT M. MUMMA, CUMBERLAND COUNTY, PENNSYLVANIA
Deceased
ORPHAN'S COURT DIVISION
N0.21-86-398
NOTICE OF DEPOSITION UPON ORAL EXAMINATION
TO: George B. Faller, Jr., Esquire
No V. Otto, III, Esquire
10 East High Street
Carlisle, PA 17013
Brady Green, Esquire
1701 Market Street
Philadelphia, PA 19103-2921
Ralph Jacobs, Esquire
215 South Broad Street
Philadelphia, PA 19107
PLEASE TAKE NOTICE that Robert M. Mumma, II will take the oral deposition of
Barbara McK. Mumma in accordance with the Pennsylvania Rules of Civil Procedure in the
above-captioned action on Wednesday, May 14, 2008 at 840 Mazket Street, Suite 164, Lemoyne,
Pennsylvania 17043, beginning at 10:00am EDT. The deposition will be conducted before an
officer authorized by law to administer oaths, and shall continue from day to day until
completed. You are invited to attend and participate.
The witness shall bring to the deposition the following:
EXHIBIT "A"
1. The stock books, share certificates, corporate merger records, personal notes kept
regarding the Estate administration, contracts, and Estate records stored in
wazehouses in Florida of which she referenced in her sworn deposition testimony
taken on January 24, 2007.
2. The stock books, share certificates, corporate merger records, personal notes kept
regarding the Estate administration, contracts, and Estate records stored in
warehouses in Pennsylvania of which she referenced in her sworn deposition
testimony taken on January 24, 2007.
3. The stock books, share certificates, corporate merger records, personal notes kept
regarding the Estate administration, contracts, and Estate records located in
Pennsylvania of which she referenced in her sworn deposition testimony taken on
January 24, 2007.
4. The stock books, shaze certificates, corporate merger records, personal notes kept
regarding the Estate administration, contracts, and Estate records located in safe
deposit boxes in banks in Florida of which she referenced in her sworn deposition
testimony taken on January 24, 2007.
5. The stock books, share certificates, corporate merger records, personal notes kept
regarding the Estate administration, and Estate records located in safe deposit boxes
in banks in Pennsylvania of which she referenced in her sworn deposition testimony
taken on January 24, 2007.
6. Records of the Estate and Trusts pertaining to accounts in banks located in
Pennsylvania and/or Florida of which she referenced in her sworn deposition
testimony taken on January 24, 2007.
DATED: May 2, 2008 ~' ~ {{~~`
oK bert M. Mumma, II -,pro se~
Box 58
Bowmansdale, PA 17008
717 - 612 - 9720
CERTIFICATE OF SERVICE
I, Daryl E. Hewitt, Assistant to Robert M. Mumma, II hereby certify that I served the
foregoing Notice of Deposition on May 2, 2008 by U.S. Mail, first class, postage prepaid,
addressed to:
George B. Faller, Jr., Esquire
No V. Otto, III, Esquire
Martson Law Offices
10 East High Street
Cazlisle, PA 17013
Brady Green, Esquire
Morgan, Lewis & Bockius, LLP
1701 Mazket Street
Philadelphia, PA 19103-2921
Ralph Jacobs, Esquire
1515 Market Street -Suite 705
Philadelphia, PA 19102
Linda Mumma Roth
PO Box 480
Mechanicsburg, PA 17055
Taylor Andrews, Esquire
Court-Appointed Auditor
78 West Pomfret Street
Carlisle, PA 17013
DATE: May 2, 2008 BY: ~ `~-
Daryl E. Hewitt
Assistant to Robert M. Mumma, II -pro se
Box 58
Bowrnansdale, PA 17008
717-612-9720
IN RE: ESTATE OF IN THE COURT OF COMMON PLEAS OF
ROBERT M. MUMMA, CUMBERLAND COUNTY, PENNSYLVANIA
Deceased
ORPHAN'S COURT DIVISION
N0.21-86-398
NOTICE OF DEPOSITION UPON ORAL EXAMINATION
TO: George B. Faller, Jr., Esquire
No V. Otto, III, Esquire
10 East High Street
Carlisle, PA 17013
Brady Green, Esquire
1701 Market Street
Philadelphia, PA 19103-2921
Ralph Jacobs, Esquire
215 South Broad Street
Philadelphia, PA 19107
PLEASE TAKE NOTICE that Robert M. Mumma, II will take the oral deposition of Lisa
M. Morgan in accordance with the Pennsylvania Rules of Civil Procedure in the above-captioned
action on Thursday, May 15, 2008 at 840 Market Street, Suite 164, Lemoyne, Pennsylvania
17043, beginning at 10:00am EDT. The deposition will be conducted before an officer
authorized by law to administer oaths, and shall continue from day to day until completed. You
are invited to attend and participate.
The witness shall bring to the deposition the following:
EXHIBIT "B"
1. The fully executed Mumma Realty Associates Agreement Among Tenants-In-
Common of which she referenced in her sworn deposition testimony taken on January
25, 2007.
2. Copies of the bills which she paid of which she referenced in her sworn deposition
testimony taken on January 25, 2007.
3. Copies of the property management records of which she referenced in her sworn
deposition testimony taken on January 25, 2007.
4. Copies of the property leases of which she referenced in her sworn deposition
testimony taken on January 25, 2007.
5. Copies of the corporate minutes which she drafted of which she referenced in her
sworn deposition testimony taken on January 25, 2007.
6. A copy of the deed for the Linda Lane property on which a billboard is being leased
to an advertising company of which she referenced in her sworn deposition testimony
taken on January 25, 2007.
7. Copies of tax notices for the Estate owned properties on 12`}' Street in Lemoyne,
Pennsylvania of which she referenced in her sworn deposition testimony taken on
January 25, 2007.
8. Documentation of the corporate merger of Middle Park, Inc. into Bobali Corporation
of which she referenced in her sworn deposition testimony taken on January 25, 2007.
9. Copies of all documents pertaining to Sam Andes as a trustee of any company
affiliated with the Estate of which she referenced in her sworn deposition testimony
taken on January 25, 2007.
10. Copies of documents regarding the real estate transaction between DE Corporation
and the investors group associated with Mr. Rothman pertaining to property sold at
the Silver Springs Quarry of which she referenced in her sworn deposition testimony
taken on January 25, 2007.
11. Copies of documents regazding the real estate transaction involving the Snyder Farm
property of which she referenced in her sworn deposition testimony taken on January
25, 2007.
DATED: May 2, 2008 ~~ =-{ . `r ~~ • '~ ' ~~ ;. ~~ _~
L
~r~
Robert M. Mumma, II -pro se
Box 58
Bowmansdale, PA 17008
717 - 612 - 9720
CERTIFICATE OF SERVICE
I, Daryl E. Hewitt, Assistant to Robert M. Mumma, II hereby certify that I served the
foregoing Notice of Deposition on May 2, 2008 by U.S. Mail, first class, postage prepaid,
addressed to:
George B. Faller, Jr., Esquire
No V. Otto, III, Esquire
Martson Law Offices
10 East High Street
Carlisle, PA 17013
Brady Green, Esquire
Morgan, Lewis & Bockius, LLP
1701 Mazket Street
Philadelphia, PA 19103-2921
Ralph Jacobs, Esquire
1515 Market Street -Suite 705
Philadelphia, PA 19102
Linda Mumma Roth
PO Box 480
Mechanicsburg, PA 17055
Taylor Andrews, Esquire
Court-Appointed Auditor
78 West Pomfret Street
Carlisle, PA 17013
4`~'
DATE: May 2, 2008 BY: ~~~-~ ~ ~ "---~
Daryl E. Hewitt
Assistant to Robert M. Mumma, II -pro se
Box 58
Bowmansdale, PA 17008
717-612-9720
1N Rf:: (:STATE OF IN 'I~1fE CUUIt"I' OF CU:~iti1UN PLEAS OF
ROBERl~ `l. 4fL~fMf'1 CU~tI3ERLANU CO[J?~!`CY, I CNNSYLVA~JIA
URf MAN'S COURT U[VISIUV
X10.1986-0398
ORDER OF COURT
AND NOW, this 26`~ day of March, 2007, upon consideration of the
1=state's Iviotion for a Protective Order regarding the depositions of Ms. Barbara
hicK. Mumma, Ms. f,isa M, Morgan, and George Iladley it is ordered and directed
aS follows;
1. The deposition of Ms. Barbara McK. Murnrna shall take place in
Florida, at a location mutually agreed upon by the parties. Ms.
Mamma's deposition shall be limited to beh~veen hvo and four
hours.
2. `l'he deposition of Ms. Lisa M. Morgan shall take place in
Florida, at a locativn mutually agreed upon by the parties. Ms.
Morgan's deposition shall be limited to one day (six hours).
3. The deposition of Mr. George Hadley shalt take place in Florida,
~,
at a location mutually agreed upon by the parties. Mr _Hadley's;
deposition shalt be limited to no more than two days .(s~cteett~
hours).
~l. The Estate shall bear the reasonable cast incurred in ,~sspciation ,
with taking these depositions and these costs will be considered
necessary and proper estate expenses. Application for
reimbursement of associated cost must he submitted to the Court
f'or a determination of reasonableness.
5. CiCOrge Hadley is appearing in Flurida f~~r the limited purpose of
hcin~; deposed b}~ thr benrti~iarics of the c~tate and is nut -naking
EXHIBIT "C"
himself a~ailablc for any other legal purpose and ~T~ay not he
served 4~~ith suhp~>ena or «lher le~~al process.
b. (ieor~;e I Iadley shall he compensated at the rate of ~?`?~ per hour
for anv work he does in preparation for and attendance of~ his
drpositiun.
E3Y "I'I-fE COUR'I~,
~ i
.1~, esley Oler, ~~ ., J.
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Robert M. Mununa, II
I3ox S8
Bowmansdale, PA 1?UU8
Pro Se
Robert M. Mumma, II
6880 S.E. I-Iarbor Circle
Stuart, FL 3996
Prn Se
Gec~r~e I3. taller, Esq.
~~ East I Iigh Street
,Carlisle, PA 17U 13
Brady L. (Ureen, Esq.
Iv1or~an, Lewis & ~3oel:ius, L,I-.P
1 ?U 1 f~tarkc;t Street
I'hiladclphia. YA 191U3-?9.' 1
Linda l~o(h 1~tumma
1 ~ C'rCl:i:1 ien I ,any
~1~•cluu~ic.~hur<_. I'.~ I ~'(l~i
I'rri .~~
Ralph A. ,lit~t~bs, E^,yuirr
~' 1 ~ Suuth 13roacl St~rc~t
['hiladclphia, 1'A l~)lU7
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EXHIBIT "D"
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IN THE COURT OF COMMON PLEAS
OF Cti;vIBERLAND COUNTY'
IN RE ESTATE OF
ROBERT M. MUMMA,
Deceased. .
ORPHANS' COURT DIVISION
NO. 21-86-398
NOTICE OF DEPOSITION UPON ORAL. EXAMINATION
To: Robert ,l~l. Murnma, Il
840 Market Street, Suite 164
Lemoyne, PA 17043
and
Box 58
Bowmansdale, PA 17008
and
6880 S.E. Harbor Circle
Stuart, FL 34996-1968
Ralph A. Jacobs, Esquire
1818 Market Street, 33rd Floor
Philadelphia, PA 19103
PLEASE TAKE NOTICE that Lisa M. Morga~~ will be presented for deposition in
accordance with the Pennsylvania Rules of Civil Procedure and the Orders entered by the Court
in the above-referenced action on March 26, 2007 and October 3, 2007, at Esquire Deposition
Services, 2385 NW Executive Center Drive, Suite 120, Boca Raton, 1~lorida 33431, on Monday,
November 12, 2007, beginning at 9:30 a.m. The deposition will be conducted before an officer
authorized by law to administer oaths.
EXHIBIT "E"
You are invited to attend and participate.
i
Dated: November 1, 2007
~'dy L. Grc~(y'
MORCAN, LEWIS & OCKIliS LLP
1701 Market Street
Philadelphia, PA 19103
215.963.5079
Attorney for Barbara McK. Mumma and
Lisa M. Morga~i
CERTIFICATE OF SERVICE
I, Brady L. Green, do hereby certify that on this 1st day of i~'ovember, ?007, I
served by overnight mail, email and first-class mail, postage prepaid, ,i true and correct copy of
the foregoin ;Notice of Deposition Upon Oral Examination upon the follow ing:
Robert M. Mumma, Tt
840 Market Street, Suite 164
Lemoyne, PA 17043
and
Box 58
Bowmansdale, PA 17008
and
6880 S.E. Harbor Circle
Stuart, FL 34996-1968
Ralph A..Tacobs, Esquire
1818 Market Street, 33rd Floor
Philadelphia, PA 19103
•I ~ '
I.V THE COURT OF COiVi1ViON PLEAS
OF CUMBERLAND COUNTY
IN RE ESTATE OF ORPHANS' COURT DIVISION
ROBERT VI. IV1UM~iA,
Deceased. NO. 21-86-398
NOTICE OF DEPOSITION UPON ORAL EtAMINATION
To: Robert M. Mumma, Il
840 Market Street, Suite 164
Lemoyne, PA 17043
and
Box 58
Bowmansdale, PA 17008
and
6880 S.E. Harbor Circle
Stuart, FL 34996- 1968
Ralph A. Jacobs, Esquire
1818 Market Street, 33rd Floor
Philadelphia, PA 19103
PLEASE TAKE NOTICE that Barbara McK. Mumma will. be presented for deposition in
accordance with the Pennsylvania Rules of Civil Procedure and the Orders entered by the Court
in the above-referenced action on March 26, 2007 and October 3, 2007, at Esquire Deposition
Services, 2385 NW Executive Center Drive, Suite 120, Boca Raton, Florida 33431, on
Wednesday, November 14, 2007, beginning at 9:00 a.m. The deposition will be conducted
before an officer authorized by law to administer oaths.
EXHIBIT "F"
You are invited to attend and participate.
Dated: November 1, 2007
wady L. G
MORGAI~, LE~tiIS BOCKILS LLP
1701 Market Street
Philadelphia, PA 19103
215.963.SU79
Attorney for Barbara McK. Mumma and
Lisa M. Morgan
r
. ~
CERTIFICATE OF SERVICF,
I, Brady L, Green, do hereby certify that on this 1st day of ti'ovember, ?007, I
served by overnight mail, email and first-class mail, postage prepaid, a twe and correct copy of
the foregoing ;\iotice of~Deposition Upon Oral Examination upon the following:
Robert M. Mumma, II
840 Market Street, Suite 164
Lemoyne, PA 17043
and
Box 58
Bowmansdale, PA l 7008
and
6880 S.E. Harbor Circle
Stuart, FL 34996-1968
Ralph A. Jacobs, Esquire
1818 Market Street, 33rd Floor
Philadelphia, PA 19I03
r
~ ~ F:\FILES\Clirnts\Mumma 5844.1 (estate) 8747 (Kim)\5844. LMumma Estate\5844-1.398.certservice
Created: 3/21/05 4:13PM
' Revised: 5/5/OS 4:06PM
CERTIFICATE OF SERVICE
I, Tricia D. Eckenroad, an authorized agent of Martson Law Offices, hereby certify that a copy
of the foregoing Executrixes' Emergency Motion for Protective Order was served this date by depositing
same in the Post Office at Carlisle, PA, first class mail, postage prepaid, addressed as follows:
Mr. Robert M. Mumma, II
Box 58
Bowmansdale, PA 17008
Mr. Robert M. Mumma, II
6880 S.E. Harbor Circle
Stuart, FL 34996-1968
Mr. Robert M. Mumma, II
840 Market Street
Suite 164
Lemoyne, PA 17043
Ralph A. Jacobs, Esquire
JACOBS & SINGER, LLC
1515 Market Street
Suite 705
Philadelphia, PA 19102
(Attorney for Barbara Mann Mumma)
Brady L. Green, Esquire
MORGAN, LEWIS & BOCKIUS LLP
1701 Market Street
Philadelphia, PA 19103-2921
(Attorney for Estate and Executrixes)
Ms. Linda Mumma Roth
P.O. Box 480
Mechanicsburg, PA 17055
Ms. Linda Mumma Roth
2038 Spruce Street, Apt. 3R
Philadelphia, PA 19103
Ms. Lisa M. Morgan
1140 North Ocean Boulevard
Gulfstream, FL 33483
Taylor P. Andrews, Esquire
ANDREWS & JOHNSON
78 West Pomfret Street
Carlisle, PA 17013
(Court-Appointed Auditor)
MARTSON LAW OFFICES
Y
cia D. Eckenroad
10 East High Street
Carlisle, PA 17013
(717) 243-3341
Dated: May 6, 2008