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HomeMy WebLinkAbout11-07-05 (2)IN TIIE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA IN I2E ESTATE OF ORI'IIANS' COURT D[VI_SION ~~' ROBERT M. MUMMA, ~' - llcccascd. N0.21-86-39$ ', ;, ,.:' ,~ . ANSWER OF BARBARA McK. MUMMA AND LISA M. MORGAN TO MOTION OF ROBERT M. MUMMA, II FOR ~; RECONSIDF,RATION OF THE COURT'S DISCOVERY ORDER Barbara McK. Mumma and Lisa M. Morgan, executrices of and trustees under the will of Robert M. Mumma, Sr., respond as follows to the motion of Robert M. Mumma, II for reconsideration of the Court's October l0, 2005 discovery order in these proceedings: I. Admitted. By way of further response, in a September 26, 2005 letter to :-~ :, -~ ::~ ;; ~~ <:~ ~, -, i ~~~ ,--~ -., .., ~; iV : - ` I~ ~ , J I }. t .:; r,~,: I ' .,. . ' :., ''r.:; ,, ;; ~ :'+ E:, ... ~., counsel and Mr. Mumma, II and copied to the Court, Taylor P. Andrews, Esquire stated: ~'~ :% ; Since our last meeting, I have also received a letter from counsel for the Executrices/Trsastecs regarding the revocation of the disclaimer by Robert M, - Mumma, II. I believe there is support for their concern that the validity of the revocation has not been fully litigated. I will be evaluating this further. In the meantime, [ask that Mr. Mumma provide me with the name, address, and birth data of each of his children. I am also interested to know if there should be agreement by all that it would be desirable to have a final review of this issue before a final adjudication in this audit. A copy of the letter referenced by Mr. Andrews is attached as Exhibit A. 2. Admitted. 3. Admitted. 4. Admitted in part, denied in part. Mrs. Mumma and Mrs. Morgan do not know what is meant by the term "commingled" as Mr. Mumma, II uses it in this paragraph. All documents that have been produced to Mr. Mumma, II as part of the audit proceeding and in response to tlic Court's discovery order dated May 19, 2005 arc in numbered boxes. The content of the boxes has not bccn altered in any way. It is admitted that the production includes a large number of documents that have bccn produced previously (in some casts 15 or more years ago). I-Iowevcr, those documents arc distinct from any newly-produced materials. To tlrc extent the documents were Bates numbered when previously produced, they appear in the production with those numbers. The only change in the make-up of the documents in the production is that one box ofpreviously-produced materials was removed from the production at Mr. Mumma, II's request, with notice to counsel for Barbara Mann Mumma. A copy of an October 28, 2005 letter regarding the box in question is attached as Exhibit B. 5. Admitted in part, denied in part. It is admitted that the size of the production is extensive. This is unavoidable in light of, in~e~r nlia, Mr. Mumma, 1['s demands that he be permitted to review "absolutely everything related to" the Estate of Mr. Mumma, Sr. and the Marital and Residuary Trusts established under his will. It is denied that any documents have been commingled or that Mrs. Mumma and Mrs. Morgan have done anything to hinder or delay Mr. Mumma, [I's review of the records. ;~. ~;~ ~ '-~ .t ~,~ , a• G, Admitted in part, dcnicd in part. It is admitted that the documents arc located at and have bccn made available for review and inspection at the offices of Morgan Lewis in Philadelphia. It is dcnicd that that necessitates a daily four-hour drive for Mr. Mumma, I1. 7, Admitted in part, dcnicd in part, It is admitted that Morgan Lewis has an office Harrisburg. llowcvcr, that office lacks the physical space to accommodate the document production due to its size and the anticipated duration of the production. There is neither confcrencc room space nor storage space for the 90+ boxes comprising the production. In addition, tlicre are no personnel in the I~Iarrisburg office who are familiar with the documents or the Mumma family litigation. Moreover, personnel in the Philadelphia office who arc handling the litigation need access to many of the records during the lengthy periods during which they also arc available for inspection by Mr. Mumma, I1. 8. Denied. Mrs. Mumma and Mrs. Morgan lack any knowledge or Mr. Mumma, II's scheduling ar responsibilities. However, he has chosen to proceed as a pro se litigant in this matter, and has demanded production of tens, and perhaps hundreds of thousands of pages of documents. Mrs. Mumma and Mrs. Morgan also understand that Mr. Mumma, II has retained the services of an individual named Mr. Daryl Iiewitt to assist in the review of the documents. Mr. Hewitt has bccn described as a "paralegal" or "assistant" to Mr. Mumma, Il. I3y way of further response, in accordance with the Court's May 19, 2005 discovery order, counsel 1'or Mrs. Mumma and Mrs. Morgan advised Mr. Mumma, II by letter dated July 28, 2005 that documents would be available for his inspection. I-fowcvcr, it was not until September 19, 2005 that Mr. Mumma, II p4".'4`, .. .1' ; .. i:4~y . ~ ~;: ~, 4. l .. I~~ j I4~ k i wrote to counsel for Mrs. Mumma and Mrs. Morgan to schedule an opportunity to review the documents. Despite the fact that he has never bccn denied access when requested, ~' ` Mr. Mumma, II and Mr.l Icwitt have inspected the documents only during the following times: i (a) October 5, 2005 from approximately 1 I am to 4:10 pm; _ ; ~~ (b) October G, 2005 from approximately 10 am to 4:20 pm; (c) Octabcr 7, 2005 from approximately 11:15 am to 4:00 pm; and (d) October 10, 2005 from approximately 10 pm to 4:00 pm. 9. Denied. There is nothing unreasonable about the deadline recommended by Mr. Andrews and reflected in the Court's October 10, 2005 discovery order. Mrs. `;,:• .:~ ~'sr Mumma and Mrs. Morgan have gone to extraordinary lengths (and expense) to ,' accommodate Mr. Mumma, II's repeated requests for enormous numbers of documents ;~-; i':i ~"`i _ (many of which they believe to be utterly irrelevant to either Mr. Mumma, II's objections ,r to the accounts they have filed or to the audit process generally) in an effort to at last ~'" ` ~. bring this matter to conclusion. Despite his repeated protestations that he wants to have •~ . Y , his various allegations heard, Mr. Mumma, 1[ has made virtually no effort to review the _ 90+ boxes of material that have bccn available to him for nearly four months. This ~• dilatoriness in terms of proceeding with the discovery process he claims to want has been accompanied by serial motions, interlocutory appeals and other actions that can only slow '~: down the process, and now Mr. Mumma, II now socks an extension of his time to review - the documents for "not less than" another four months. WI-IGRGPORG, Mrs. Mumma and Mrs. Morgan respectfully request that the Court deny Mc Mumma, II's motion to reconsider the October 10, 2005 discovery order. . i i ~~.,~; =.:,~p e ,. ': - ... Should the Court believe that some extension of the deadline for Mr. Mumma, fI lu review Ure docuu~ents that arc available for inspection is warranted, any such extension should be I'or at most 30 days, so that the audit process can move forward expeditiously. Dated: November 7, 2005 ~~~~ Brady L. Green Michael J. Riffitts I.D. Nos. 56450. 93578 Morgan, Lewis & Bockius LLP 1701 Market Street Philadelphia, PA 19103-2921 215.963.5079/5418 No V. Otto, III Martson, Deardorff, Williams & Otto 10);ast High Street Carlisle, PA 17013 717.243.3341 Attorneys for Barbara MeK. Mumma F}~~,, t t and Lisa M. Morgan ~, „~;' w s t i i t~; ~ i . ~, G , ~.~ ~';. . .~ 'zi. hl~~, •-S: %, i'Ki ,'` 1 t~ ~ ~ , . ~~ , ~c ry t°f ~.-,a I ,. :. y t ,, • Morgan, Lewis &Bockius tv 1701 Market Street Phliadelphia, PA 19103.2921 Tel: 215.963.5000 Faz: 215,963.5001 www.morganlewis.com - Brady L. Green Penner Y75.eaJ.5079 bproen®morgfnkwle.wm October 28, 2005 VIA FAX AND REGULAR_MA1L 1.' i Jon A. Baughman, Esquire Pepper Hamilton LLP 3000 Two Logan Square Eighteenth and Arch Streets Philadelphia, PA 19103-2799 - Re: Robert M. Mumma. II Dear Mr. Baughman: MOlgari Lew1s C O U N f e L O l f A T L A q We are in receipt of your letter dated October 21, 2005. We have reviewed the materials in Box 93 of the document production currently being made in connection with In re Estate ojRobert M. Mumma, Deceased, No. 21-86-398 (O.C. Cumberland). We have confirmed that the materials as to which your letter appeazs to refer were among documents produced by Morgan, _ Lewis &Bockius in January 1989 in Barbara McK Mumma, et al. v. Robert. M. Mummo, 1/, et al., No. 66 Equity 1988 (C.P, Cumberland), in response to a third-party subpoena and notice of deposition. A copy of the notice of deposition is enclosed. As these materials previously were produced in that context, we do not believe that any privilege attaches to the documents. Nonetheless, as a courtesy, we have removed Box 93 from the materials available for review in the Orphans' Court proceeding. By copy of this letter, with which we aze enclosing a copy of your letter as well, we are notifying other counsel of record of this step so that they are awaze of the removal of Box 93 from the production. No copies of documents from Box 93 have been requested by or provided to any other party as part of the ongoing document production in the Orphans' Court proceeding. ,,,_ z, ;,, ., ~~ ~..:_ .. .~ .i -;< - ,..... ' .~~,: ,. .'.. 4n, /' ii;,• ~ s.~~~ x~ ' ~~ x ~# . k. . ~1 Jon A. Baughman, Esquire October 28, 2005 Page 2 Please contact me should you have any questions. Enclosures cc: Ralph A, Jacobs, Esquire (w/encl.) Morgan Lewis COUNT ti Oll AT L~~ 's-'- ,.\ ~ ~ Y~ . .~ a4 f .Hat err ;.. il( 1. ~ ~;'; r . f l ,' ~ ' ~~ ~,, x M ,': n,; ~ ~ I:::.i <,,, . iF. N>~i~~i~ v 1 r+~rt: ~ r. ~.. ..cam- ,.f... , +~.;~„; y 6j~_ i 4 P 1 . „, fw. A ,~ +~' ~ r :~,~~ ~' ~ ,t,~~! i 5~} j~ J ~ lJ 3 ! v. i .Zd s, ` 1 ~ ~ [..1 ~ ~l' r.. m r I ~ r'w, i ~. : i, yC ... :.J.~z~A; , : 1. \. ,. .. t ~ ~ r `~I , i ' Pepper Hamilton 3000 Two Logan Squue Eighteenth and Arch Sueea Philadelphia, PA 19103.2799 215.981.5000 Pa: 215.981.750 October 21, 2005 BY FAX AND BY MAIL Brady L. Green, Esquire _ Morgan, Lewis 8t Bockius LLP 1701 Market Street Philadelphia, PA 19103-2921 Re: Robert M ML*nma. Ii Dear Mr. Omen: Jon A. Baughnun duect dial• 215.981.4069 baughmanj®pcppalas.wm Oa behalf of our client, Robert M. Mumma, II, I am writing to request that you immediakly withdraw from availability for review (in connection with the Estak of Robert M. Mumma) the contents of Box 93, which contains not only information confidential to Mr. Mumma but also privileged documents pertaining to the npreseatatioa of Robert M. Mumma, II, by Morgan, Lewis 8c Bockiw. We are continuing to review this matter and may well have further requests, If you have any questions, please feel ties to give me a call. Sincerely, ~~ Jon A. Baughman / JAB:ptc P611adelpl(a Weellearerr, D.C Dnrofr :J~ Yerk rrnkuglr ~^T Nurirkury Orure Cauu7 Prfearea WUmiektu ~ ` ;, .~ ` +..~, ,• .. f,.: .... . - +• ~ ~,'a ~ y ,, ,. I ~ ,l ' IN THL COORT OF COMMON PLEAS i FOR CUFIBERLAND COUNTY BARBARA McK. MUFIIdA and , _ .LISA M, MORGAN, ~ CIVIL ACTION K ';+. individually and as executrixes of the ~ EQUITY AND DECLARATORY Eatats of Robert M. Mumma, ~ JUDGMENT " deceased, • ! . No. 66 EQpiTY 1988 Plaintiffs , , v. , ROBERT M. MUMMA, II, Defendant. , NOTICE OF DEPOSITION TO: Vvilliam 2eiter, Esquire ,:; f~", 2000 Ona Logan Square ,, , `, Philadelphia, PA 19103 +'t ~' PLEASE TAKE NOTICE that, pursuant to the Pennsylvania .; Rules o! Civil Procedure, defendant, by hie attorna s y ~ Mill take the deposition o! Arth ,, ;. ' ur L, Klsin, 2000 One Logan g w ; ~ Philadelphia, PA, before a person duly authoriz d e to administer oaths, on January 20, 1989 co ~ , mmencing at 10:00 a.m, and to zy . continua from day to day until 'completed ~ , at 3000 Two Logan ~ ' > r~ r_ ,'? i - i t , i t rc:.i: ` ".'a~~ 1 'j,'s! ~` ~. ~. --a-~-_~, _...... ........ a~ase~a, ruaiaaelpnia, P]- 19103. Mr. Klein ~ _ 1 t will. be expected to bring with him th• documents listed in "Schedule A." You ara invited to attend and participate. DATED: January 17, 1989. Jon A. Baughman Anthony Vals PEPPER, HAMILTON 6 9CHEET2 3000 Two Logan Square 18th i Arch 9tresta Philadelphia, PA 19103 (215) 981-4000 John B. Fowler, III FOifLER, ADDAMS, 3HIIGHART, i RQNDLE 28 South Pi t Street Carlisle, p;~ 1~O~,a-j / (717) 249 8 00 ~ ~ BY: Att l_ r t _ I ~ , i'y ,., % i . Jr ,. f~,: r ~,~ ~ ;;~ i 1 '7 .yp'eyy ~ 1. ` i `- ,'l i .. r' , ~ .:,.~, - 7.~; `' ~~ 1 Vc .. SCSEDULE A The documents requested are limited in thin subpoena to those created before April 15, 1987. 1. All correspondence to oz from Mr. Robert M. Mumma, II ("Mr. Mumma"); 2. all notes reflecting communications between Morgan, Lewie i eockiua and Mr. Mumma; 3. all timeaheet entries !or work perlormed on behal! o! Dir. Mumma or reflecting communications with or about him; 4. all documents created in connection with the drattinq o! th• Disclaimer on behalf of Mr. Mumma with respoct to hie lather~a estate; 5. all documents relating to any advice given by Morgan, Lewis a eockiua to Mr. Mumma on the subject of a possible disclaimer; 6, all documents relating to any advice given to anyone other than Mr. Mumma on the subject of the passible effect of Mr. Mumma~a disclaimer of his ability to participate with regard to anything involving hie lather~a estate; 7. all documents created in connection with the drafting of the Mumma Realty Associates Agreements Among Tenants-in-Common, including all dralta and correspondence in connection with the two agreements, including documents relating to communication by anyone with Mr. Mumma on these agreements or drafts o! the same or the proposed or actual trmater o! assets pursuant to such agreements; ~. v I t i ,. ;. +. i Y i.~ •, 4 i ' ~ ! ~~ i ~~ 8. all documents relating to any advico given by Morgan, Lswia 6 Bockiua to Mr. Mumma or any of the other tenanta-in-common concerning the dissolution of Kim Company or +' • Pannaylvania Supply Company, th• distribution of the assets of f either o! these companies, the subject o! proposals for th• contents of tenanta-in-common agreemente, or th• aubject of the interpretation o! these agreemente; 9. all documents relating to any advic• given by ' ' Morgan, Lewis 6 Bockiua to anyon• other than Mr. Mumma on the aubject o! Mr. Mumma~e righta and obligations under the tenanta- in-common agreemente or any powers o! attorney related thereto; 10. all poxes a! attorney dralted on behalf of th• MR1- tenanta-in-common in connection xith MRA, and all correspondence and other documents relating to these poxsra of attorney; ~, i 11. all documents relating to whether Mr. Mumma should be or should have been given an opportunity to purchaa• Psnnsy _ Supply, Ino. or any related business or buaineaeea, whether or not the document ass written of created after April SS, 1987; `~ 12. all documents relating to advic• given by Morgan, Lewis i eockiua to anyon• other than Mr. Mumma on the aubject of whether Mr. Mumma had any righta to have the opportunity to _ purchase Penney Supply, Inc. or any related buaineaa or buaineaeea, whether or not the document was written or created after April 15, 1987. -2- ,i: •^ :a ..~, r ,, y , ~~'~- Y t~ j If j 2.'. , ;' 1 . CERTIFICATE OF SERVICE {` ~ n ~ ~_ -. ,, ' , I hereby certify that on this day I served a true and correct copy of the foregoing ~ " w~ ~.-. ; ~. Supplemental Responses of Barbara McK. Mumma and Lisa M. Morgan to Discovery E "". ~ `, ~;;, 4~,.,.- Served by Robert M. Mumma, II and Appendix thereto by first class mail, postage y prepaid, upon the following persons: a`' Taylor Putney Andrews, Gsquirc ' Andrews & Johnson 78 Wcst Pomfret Street ' ~ '% Carlisle, PA 17013-321G ''' .,. ~ :;,..: -. Robert M. Mumma, 1[ ~ 'x-' BOX 58 ,h,,~ .ii ~ McCormick Road ~ ;'• i Bowmansdale, PA 17008 ' ''' }1` ~. Robert M. Mumma, 1[ ~.;= 6880 SG l-]arbor Circle ~ ,v`t ; r,.s Stuart, PL 34996 ~ ^'t r;d ;;t;r :? ,. , Kirk S. Sohonage, Esquire ~ ~ °` P.O. Box 480 .~ zz;,~ ^'r > ~q ~ c~ Camp Hill, PA 17001 + °'''`~"{ r;,~,-, ~..~ , Ralph A. Jacobs, Gsq. ~` ?~ ~;~ Ralph A. Jacobs & Associates LLC ~ ' 215 South Broad Strcct, 10th Floor Philadelphia, PA 19107 ~ ~. i ,~.: - \ f ~. Dated: November 7, 2005 \~~~~~ , No V. Otto, III ~+ t l ~~ ,, z;:Y i :;,,,, ! : ;~ ~ ~ ~ d,l~ f l} .': t 1:1 H ~. >. 114 +ir• Y- y ~ J 1.,t l S _I it ,.q ` .. - /' \ 14005611292005 Cumberland County - Orphans Court Plig29/2005 ' ORC621 Case No 1986-00398 Case Name: MUMMA ROBERT M Age Docket Entries :^ Filed ' 12/29/88 1 DECREE AND NOW DEC. 29, 1988, ROBERT M. FREY IS APPOINTED GUARDIAN AD LITEM FOR THE MINOR PERSONS k 1/03/89 2 LETTER TO PRES JUDGE SHEELY 1/13/89 3 MEMORANDUM OF LAW IN SUPPORT OF ROBERT MUMMA II'S MOTION 1/24/89 4 PLAINTIFF'S MEMORANDUM OF LAW IN OPPOSITION TO ROBERT MUMMA II'S MOTION. ~ ' 1/25/89 5 ORDER OF COURT - COUNSEL WILL FILE BRIEFS BY FEB. 3, 1989, COURT ~ ~` WILL RENDER ITS DECISION BY FEB. 10, 1989. 2/03/89 6 PLAINTIFF'S SUPPLEMENTAL MEMORANDUM IN OPPOSITION TO ROBERT MUMMA I II'S MOTION. 2/10/89 7 RULE TO SHOW CAUSE - IT IS ORDERED THAT BARBARA MCK MUMMA AND LISA ~ MORGAN SHOW CAUSE IN COURT ON MAR. 15, 1989, WHY REQUESTED RELIEF ~ SHOULD NOT BE GRANTED. 2/16/89 8 MOTION FOR ORDER CERTIFYING QUESTION FOR INTERLOCUTORY APPEAL ~ ' 3/30/89 9 MEMORANDUM OF LAW SUBMITTED BY BARBARA MCK MUMMA AND LISA MORGAN IN SUPPORT OF ANSWER TO ROBERT MUMMA II'S PETITION FOR REMOVAL OF ~, EXECUTORS. 1 3/30/89 10 PETITION OF ROBERT MUMMA II TO COMPEL PRODUCTION OF DOCUMENTS i 3/13/91 11 PETITION TO DEFER AND POSTPONE ACTION UPON PETITION FOR REMOVAL OF I ' EXECUTORS. 4/04/91 12 PRAECIPE FOR LISTING CASE FOR ARGUMENT 5/10/91 13 BRIEF OF GUARDIAN AD LITEM IN OPPOSITION TO PETITION OF ROBERT MUMMA II 5/17/91 14 BRIEF OF PETITIONER IN OPPOSITION TO `EXCEPTIONS OF GUARDIAN AD LITEM 8/15/91 15 CERTIFICATE OF SERVICE (6) tt i r-:S::. ~• ..~ - ,;:;.~. 1 ,A p~. ~' ~ ~ 14005611292005 Cumberland County - Orphans Court Pli/29/2005 - ORC621 `~ Case No 1986-00398 11/06/91 16 MOTION TO STAY PROCEEDINGS WITH RESPECT TO OBJECTIONS TO ACCOUNTS ].2/27/91 17 PRELIMINARY BRIEF AND MEMORANDUM OF LAW 12/30/91 18 ROBERTSMUMMABIIBRE REQUESTMFOR DOCUMENTSRGAN TO PETITION OF 12/30/91 19 ROBE~MUMMAFIBAREA REQUESTUFOR DODUMENTSMORGAN TO PETITION OF 1/15/92 20 ANSWER WITH NEW MATTER TO PETITION FOR APPOINTMENT OF A TEMPORARY FIDUCIARY 1/17/92 21 APPOINDMENTEOFAAETEMPORARYMFIDUCIARY REGARDING PETITION FOR 1/24/92 22 POST-TRIAL BRIEF 1/24/92 23 ESTATE'S SUPPLEMENTAL TRIAL MEMORANDUM 12/18/92 24 RESPONSE TO PETITION TO BYPASS APPOINTMENT OF AUDITOR "3/20/92 25 EXCEPTIONS TO ORDER OF COURT '5/18/92 26 RESPONSE OF BARBARA MCK MUMMA AND LISA MORGAN TO PETITION OF GUARDIAN AD LITEM 5/18/92 27 R BERT G.OFREYRASRGUARDIAN AD LIDEMISA MORGAN FOR APPOINTMENT OF 7/09/92 28 PETITION TOPAPPOZNT ARTEMPORAR~UFIDUCIARY~ 6, 1992, DENYING 7/23/93 29 GUARDIAN AD LITEM ROBERTMMMMFREYDFORSPRE~IMINAR~ INJUNCT ONFAND RULE TO SHOW CAUSE. 7/23/93 30 MEMORANDUM OF BARBARA MCK MUMMA AND LISA MORGAN IN OPPOSITION TO PETITION OF ROBERT M. FREY FOR PRELIMINARY INJUNCTION AND RULE TO SHOW CAUSE. 7/26/93 31 PET IT ONUOF ROBERTAM FREYMFOR PRELIMINARYOINJ~CTNCTIONPANDTRULET~O SHOW CAUSE. <.. ,;.; •;a 1 ~ ` ~~ y 14005611292005 Cumberland County - Orphans Court ORC621 Case No 1986-00398 P1Ie/29/2005 7/26/93 32 FOREPRELIMINARY INJU~NCTIONNANDPRULE OTO SHOWTCAUSEF ROBERT M. FREY 7/27/93 33 M~RMEA:IIXPEPROCEEDINGSMHELD BEDORELD.JSHEELYANT AND ROBERT M. 7/27/93 34 SUPPLEMENTAL MEMORANDUM OF BARBARA MCK MUMMA AND LISA MORGAN IN INJUNCTION ANDPRULEI~O SHOWOCAIISEM. FREY FOR PRELIMINARY 7/28/93 35 RESPONSE TO SUPPLEMENTAL MEMORANDUM OF BARBARA MCK MUMMA AND LISA MORGAN TO PETITION OF ROBERT M. FREY FOR PRELIMINARY INJUNCTION AND RULE TO SHOW CAUSE. '•8/02/93 36 SURREPLY MEMORANDUM OF BARBARA MCK MUMMA AND LISA MORGAN IN INJUNCTION ANDPRULEI~O SHOWOCAUSEM~ FREY FOR PRELIMINARY 12/10/93 37 FORERULE TOASHOW CAUSEIAND RESTRAINT OFESALE,SUPPORT OF PETITION 7/15/94 38 ~993R ~N COURTIOF COMMON PLEASALORPOHANSHDIVISIONEOFECUMBACO. 4, 6/13/99 39 LETTER FROM ROBERT MUMMA II 11/05/99 40 LETTER FROM ROBERT MUMMA II 5/14/03 41 EXECUTRIXESRANDM~RUSTEESBARBARA MCK MUMMA AND LISA M MORGAN AS 5/15/03 42 ORDER OF COURT - GEORGE E. HOFFER, P.J. CITATION 7/28/03 43 PETITIONIFORNREMOVALER OF BARBARA MCK.MUMMA AND LISA M.MORGAN TO 7/28/03 44 MORGANDTO ADJUDICATDONXOFPFEBRUARY 23RB2000MCK. MUMMA AND LISA M. 7/29/03 45 REFER TO REGISTER OF WILLS DOCKET 21-1986-0398 `~; 8/19/03 46 ANSWER TO NEW MATTER 8/19/03 47 NOTICE OF UNTIMELINESS OF EXCEPTIONS { ~ .; , , i U !.:9 f „I;., _ ~ ~ gg _.. 14005611292005 Cumberland County - Orphans Court Plief29/2005 ORC621 Case No 1986-00398 ~: 8/22/03 48 ORDER OF COURT - GEORGE E.HOFFER, P.J. ' RULE i 9/22/03 49 iRJNTIMELINESSBOFBEXCEPTIONSUM~ AND LISA M MORGAN TO NOTICE OF 11/21/03 50 MOTION FOR HEARING ON PETITION FOR REMOVAL 11/25/03 51 MOTION TO STAY EXCEPTIONS AND TO COMPEL FINAL ACCOUNTING. 12/05/03 52 RULE TO SHOW CAUSE - GEORGE E. HOFFER, P.J. RULE 12/05/03 53 ORDER - GEORGE E.HOFFER, P.J. ! 12/16/03 54 RETURN OF SERVICE i 12/16/03 55 PETITION FOR PRELIMINARY INJUNCTION 12/18/03 56 PRAECIPE TO DISCONTINUE WITHOUT PREJUDICE ti., 2/27/04 57 MOTION TO LIFT STAY AND FOR HEARING ON PETITION FOR REMOVAL r .. •3/09/04 58 MARTIAL TRUST UNDER WILL OF ROBERT M MUMMA FOURTH AND INTERIM ACCOUNT OF BARBARA MCK MUMMA AND LISA M MORGAN !• RESIDUAL TRUST UNDER WILL OF ROBERT M MUMMA SECOND AND INTERIM ACCOUNT OF BARBARA MCK MUMMA AND LISA M MORGAN !I 3/12/04 59 ORDER - MOTION TO LIFT STAY AND FOR HEARING ON PETITION FOR I REMOVAL, IT IS HEREBY ORDERED THAT A HEARING IS SCHEDULED FOR i 4-12-04 Q 9:30 A.M. IN COURTROOM N0. 3. GEORGE E. HOFFER, P.J. i .3/16/04 60 IEIURESQUIRERANDEBRADYRLEGREEEN ESQUIRETED 3-8-2004 UPON IVO OTTO, i '3/26/04 61 PRAECIPE - TRUSTEES OF THE MARTIAL TRUST UNDER THE WILL OF ROBERT M MUMMA FILED THE FOURTH AND INTERIM ACCOUNT OF SAZD TRUST• SUCH TOLTHE COURTRFORF~ONFIIRMATIONPOSIVO VLOTTOD ESQNOT TO BE P{2ESENTED 3/26/04 62 PRAECIPE - TRUSTEES OF THE RESIDUARY TRUST UNDER THE WILL OF ROBERT M MUMMA FILED THE SECOND AND INTERMIN ACCOUNT OF SAID TRUST• SUCH FILING IS FOR INFORMATION PURPOSES ONLY AND IS NOT TO ~ BE PRESENTED TO THE COURT FOR CONFIRMATION. IVO V OTTO III ESQ. i ~~ 1 c '.:? ~. i ` ~~ 1 F THE RESIDUARY TRUST UNDER ( ' ND AND INTERIM ACCOUNT OF - TRUSTEES OF THE MARITAL ~_ ILED THE FOURTH AND INTERIM HELD WITH RESPECT TO THE OBJECTIONS TO BE ORC621 Case No 1986-00398 3/26/04 63 NOTICE OF FILING ACCOUNT - TRUSTEES 0 WILL OF ROBERT M MUMMA FILED THE SEGO SAID TRUST. NOTICE OF FILING ACCOUNT TRUST UNDER WILL OF ROBERT M. MUMMA F ACCOUNT OF SAID TRUST. 3/30/09 64 ORDER - DATED 3-24-2004 IN RE: CONFER REMOVAL OF THE EXECUTRIXES & TRUSTEES OBJECTIONS WILL BE FILED ON OR BEFORE HEARING ON 4-12-2004 IS CONTINUED GEN 14005611292005 Cumberland County - Orphans Court TO THIS.COUNSEL FOR ROBERT M M{: REPORT & WITNESS LIST & EXHIBIT OR BEFORE 5-28-2004 WHICH IS AG TODAY.ROBERT M MUMMA II WILL BE GREEN DURING THE MONTH OF 4-28- 1 I 3/30/04 65 ORDER - CONTINUED FROM 3-24-2004 ON COUNSEL AND MR MUMMA FOR DEPOSITION P.J. II WILL T TO CO TO BY THE PETITION FOR THE BE CONSOLIDATED WITH -04 & THEREFORE THE Y UNTIL A HEARING IS FILED. ALL COUNSEL AGREE PROVIDE AN EXPERT UNSEL FOR THE ESTATE ON ALL COUNSEL PRESEN BLE TO ATTY OTTO & OR f A DATE TO BE AGREED UPO~ A DATE TO SE AGREED UPON BY BY THE COURT GEORGE E HOFFER, 5/18/04 66 MOTION FOR PROTECTIVE ORDER ti , 5/21/04 67 MOTION TO QUASH SUBPOENA OR, IN THE ALTERNATIVE, FOR A PROTECTIVE ' ORDER. 5/27/04 68 WITNESS AND EXHIBIT LIST !:,", 5/27/04. 69 INTERMIN ACCOUNTINGS FOR MARITAL TRUST UNDER WILL INTERMIN ~•` ACCOUNTINGS FOR RESIDUARY TRUST UNDER WILL ; -:;; 5/27/04 70 SUPPLEMENTAL STATEMENT OF OBJECTIONS TO THE FIRST, SECOND THIRD & FOURTH INTERMIN ACCOUNTINGS OF BARBARA K MCK. MUMMA AND L'!SA M. MORGAN AS CO-TRUSTEES OF THE MARITAL TRUST UNDER WILL. 5/27/04 71 NOTICE OF EXCEPTIONS OR OBJECTIONS - FOURTH AND FINAL ACCOUNT FILED BY: MS BARBARA M MUMMA 6/01/04 72 RULE TO SHOW CAUSE - 6-1-04 UPON CONSIDERATION OF THE MOTION FOR STRADLEY RONON STEVENS & YOUNG LLP TO QUASH A SUBPOENA OR FOR ALTERNATIVE RELIEF A RULE IS HEREBY ISSUED UPON ROBERT M MUMMA II TO SHOW CAUSE WHY THE RELIEF REQUESTED IN THE MOTION SHOULD NOT BE GRANTED. RULE RETURNABLE WITHIN TWENTY (20) DAYS OF SERVICE OF THIS ORDER UPON ROBERT M MUMMA II. BY THE COURT - GEORGE E HOFFER PJ RULE ISSUED. 6/09/04 73 PETITION TO WITHDRAW AS COUNSEL FOR PLAINTIFF. 6/16/04 74 RULE TO SHOW CAUSE - SIGNED 6-16-2004 THE PETITION TO WITHDRAW ~ f ,~ w= ~; a -. °"~+~M4• 4 _ _ `17 l ,, \ 14005611292005 Cumberland County - Orphans Court Pag 6 ORC621 1I~29/2005 Case No 1986-00398 COUNSEL FOR PLAINTIFF IT IS HEREBY ORDERED THAT A RULE IS ISSUED UPON THE ABOVE DEFEND~I2JTS, AND UPON PLAINTIFF ROBERT M MUMMA II TO SHOW CAUSE IF ANY WHY THE RELIEF SOUGHT SHOULD NOT BE GRANTED AND THAT THIS MATTIED IS STAYED PENDING THE OUTCOME OF THE DISPOSITION ~ „ ' OF THIS PETITION. RULE RETURNABLE WITH 20 DAYS OF SERVICE. BY THE COURT - EDGAR BAYLEY, JUDGE FOR GEORGE E HOFFER, P.J. 6/16/04 75 RULE TO SHOW CAUSE ISSUED 7/09/04 76 PLAINTIFF'S ANSWER TO PETITION TO WITHDRAW 8/05/04 77 PRAECIPE FOR ENTRY/WITHDRAWAL OF APPEARANCE- CHADWICK BOGAR, ESQ. 10/25/04 78 MOTION FOR A RULE TO SHOW CAUSE WHY THE ESTATE SHOULD NOT HE REQUIRED TO PROVIDE NOTICE TO ALL BENEFICIARIES BEFORE THE DISPOSITION OF ANY ESTATE PROPERTY 11/10/04 79 RULE TO SHOW CAUSE - SIGNED 11-09-04 A RULE RETURNABLE 45 DAYS AFTER SERVICE IS HEREBY ISSUED UPON THE ESTATE OF ROBERT MANN ; MUMMA. BY THE COURT - GEORGE E HOFFER PJ ( ;` RULE ISSUED. ~ 12/13/04 80 PRAECIPE FOR WITHDRAWLENTRY OF APPEARANCE - KIRK S SOHONAGE, ESQ. AND DARYL E CHRISTOPHEER, ESQ. ,:. 12/21/04 81 OBJECTORS MOTION TO COMPEL DISCOVERY i i 12/27/04 82 ANSWERS WITH NEW MATTER OF BARBARA MCK. MUMMA AND LISA M MORGAN TO ~ MOTION FOR A RULE TO SHOW CAUSE WHY THE ESTATE SHOULD NOT BE ~ REQUIRED TO PROVIDE NOTICE TO ALL BENEFICIARIES BEFORE THE DISPOSITION OF ANY ESTATE PROPERTY - 12/29/04 83 ORDER OF COURT - DATED 12-28-2004 IN RE: OBJECTOR'S MOTION TO COMPEL DISCOVERY. A RULE IS HEREBY ISSUED UPON ALL OTHER ' INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED. BY THE COURT - J WESLEY OLER JR JUDGE 12/29/04 84 RULE TO SHOW CAUSE ISSUED. 12/29/04 85 RESPONSES OF BARBARA MCK. MUMMA AND LISA M MORGAN TO OBJECTORS • FIRST ET OF REQUEST FOR PRODUCTION OF DOCUMENTS AND FIRST SET OF :•. INTERROGATORIES AND MOTION TO COMPEL DISCOVERY ,1/05/05 86 PETITION FOR APPOINTMENT OF AUDITOR ;1/07/05 87 ORDER OF COURT - DATED 1-06-05 IN RE: PETITION FOR APPOINTMENT OF AUDITOR UPON CONSIDERATION TAYLOR P. ANDREWS ESQ IS HEREBY ~ APPOINTED AS AUDITOR IN THE ABOVE ESTATE. BY THE COURT - J WESLEY ' i ._ i r ,. 4 L\a. ,~ ~/' .' ` w q i 14005611292005 Cumberland County - Orphans Court Pile/2g/2005 ORC621 Case No 1986-00398 OLER JR JUDGE 1/18/OS 88 ALTERNATIVEWTO SCHEDULEOAIHEARINGAON THEEMATTERUTE OR IN THE ~ i 1/18/05 89 REPLY TO NEW MATTER & MOTION TO MAKE RULE ABSOLUTE OR IN THE ALTERNATIVE TO SCHEDULE A HEARING ON THE MATTER. DISCOVERY ANDRMOTIONMTOUCOMPEL D~SCOVERYRIXES NEW MATTER REGARDING .1/31/05 90 NEWIAUDITORECUSE/REMOVE ATTORNEY TAYLOR P ANDREW AND TO APPOINT A 2/03/05 91 THEIESTATE SHOULDINOT BEMREQUIRED TOMPROVDIDECNOTRCEAND MOTION WHY {r '2 09 O5 92 ANSWER OF BARBARA MCK MUMMA AND LISA M MORGAN TO MOTION TO RECUSE/ / / REMOVE ATTORNEY TAYLOR P ANDREWS AND TO APPOINT A NEW AUDITOR. ~ ~;. i 2/09/05 93 MOTION TOC~OMPEL DISCOVERY &SMOTION~WHYTTHE ESTATEHSHOULD NOT BE REQUIRED TO PROVIDE NOTICE. A DISCOVERY CONFERENCE FOR COUNSEL pN3Y00SPMCHBYUTHE COURT~M-BJRWESLEYHOLERDJRSJUDGE JUDGE FOR 4-4-05 / ,.i'.; 2/09/05 94 ATTORNEY TAYLOR PDAANDREWS9AND TO APPOINTIANNEW AUDITOkREAOHEARING ~ `' IS SCHEDULED FOR 3-11-OS ~ 9:30 AM IN COURTROOM N0. 1. BY THE ~ COURT - J WESLEY OLER JR JUDGE 3/07/05 95 PETITION FOR LEAVE TO WITHDRAW 1 3/11/05 96 RALPHIAEJACOBSEESQR APPEARANCE AS COUNSEL FOR BARBARA MANN MUMMA ~, 3/16/05 97 MLNJMMA OF APPEARANCE OF RALPH A JACOBS AS COUNSEL FOR BARBARA MANN 3/22/05 98 SUED ONRFEBRUARY09RT200DASCHEDULINGSATDISCOVERY CONFERENCEUFOR 4-4-OS SHALL REMAIN fN FULL FORCE AND EFFECT. II IS NOTED THAT J WESLEY OLER JRIJUDGEOW REPRESENTING HIMSELF. BY THE COURT - 3/29/05 99 STAYRTHE PROCEEDINGSEBEFORE THE AUDITORIPENDINDDISCOVERYMIS II TO { DENIED WITHOUT PREJUDICE TO THE RIGHT OF ANY PARTY TO FORMALLY RECORD ONATHATYISSUEHEBYROHEEDOURT BAJEWESLEY OLERRJRC~UDGETE 1 r i ,. V - •. ., ~ ... I~ ~ 140056110RC621 Cumberland County - Orphans Court Plie/29/2005 Case No 1986-00398 `: Y 3/29/05 100 ORDER OF THE FIRST RESPONSIBI OURT - DATED 3-11-05 TO THE EXTENT THAT IT IS PRESERVED IN THIS CASE, THE ISSUE OF THE REQQUETED REMOVAL OF KIMMIE MUMMA AND LISA MUMMA MORGAN AS EXECUTRICES AND/OR NDER THE WILL OR ROBERT M MUMMA AS ALLEGEDLY RAISED BY SEL FOR ROBERT M MUMMA II IS RELEGATED TO DISPOSITION IN INSTANCE BY THE AUDITOR ALONG WITH THE AUDITOR'S OTHER CITIES IN THE CASE. BY THE COURT - J WESLEY OLER JR J 3/29/05 101 ORDER OF COURT - DATED 3-11-OS IN RE: PETITION FOR LEAVE TO WITHDRAW. THE PETITION FOR LEAVE TO WITHDRAW IS GRANTED TO DARYL CHRISTOPHER ESQ AND KIRK S SOHONAGE, ESQ ARE EXCUSED FROM FURTHER PARTICIPATION IN THIS CASE. ROBERT M MUMMA IZ WILL HEREAFTER BE APPEARING PRO SE. BY THE COURT.- J WESLEY OLER JR JUDGE 3/29/05 102 ORDER OF COURT - DATED 3-11-05 THE ORAL MOTION OF ROBERT M MUMMA II FOR A JURY TRIAL AT THIS STAGE OF THE PROCEEDING IS DENIED. BY THE COURT - J WESLEY OLER JR JUDGE 3/29/05 103 ORDER OF COURT - DATED 3-11-05 IN RE: MOTION TO RECUSE/REMOVE ATTY TAYLOR P ANDREWS AND TO APPOINT A NEW AUDITOR. THE MOTIION IS DENIED. BY THE COURT - J WESLEY OLER JR JUDGE 3/29/05 104 ORDER OF COURT - DATED 3-11-OS TO THE EXTENT THAT A MOTION FILED BY OR ON BEHALF OF ROBERT M MUMMA II TO BYPASS THE APPOINTMENT OF AN AUDITOR IN DECEMBER 1991 REMAINS VIABLE AND OUTSTANDING THE MOTION IS DENIED. BY THE COURT - J WESLEY OLER JR JUDGE 3/29/05 105 ORDER OF COURT - DATED 3-11-OS THE ORAL MOTION OF ROBERT M MUMMA II THA~ THIS COURT RECUSE ITSELF FROM HEARING A MOTION TO RECUSE REMOVE ATTORNEY TAYLOR P ANDREWS AND TO APPOINT A NEW AUDITO IS DENIED. BY THE COURT - J WESLEY OLER JR JUDGE 3/31/05 106 ORDER OF COURT - DATED 3-30-05 IN RE: PETITIONER'S REQUEST FOR JURY TRIAL ON OBJECTIONS TO INVENTORY AND ACCOUNTING PURUANT TO PEF CODE 777(A). A RULE IS HEREBY ISSUED UPON ALL INTERESTED PARTIES TO SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE GRANTED. RULE RETURNABLE WITHIN 10 DAYS OF SERVICE. BY THE COURT - _'WESLEY OLER JR JUDGE 3/31/05 107 ORDER OF COURT - DATED 3-30-05 IN RE: PETITION TO STAY AUDIT PENDING COMPLETION OF DISCOVERY. THE PETITION IS DENIED. BY THE COURT - J WESLEY OLER JR JUDGE 4/01/05 108 MOTION FOR EXTENSION OF TIME TO FILE REPORT 4/01/05 109 RESPONSE OF BARBARA MCK MUMMA AND LISA M MORGAN TO OBJECTOR'S SECOND SET OF REQUESTS FOR PRODUCTION OF DOCUMENTS TO THE EXECUTRICES/TRUSTEES 4/01/05 110 RESPONSE OF BARBARA MCK MUMMA AND LISA M MORGAN TO OBJECTOR'S .... y ~.. .,,,Mr, - ~ ! PARTIES FOR PURPOSES OF RECOMMENDING AN ORDER WITH RESPECT TO ANY FURTHER DISCOVERY IN THE CASE & WITH RESPECT TO ANY ISSUES f '~` PRESENTED BY THE RESPONSES TO DISCOVERY REQUESTS. J WESLEY OLER J 4/11/05 116 ORDER OF COURT - DATED 4-4-05 IN RE: MOTION WHY THE ESTATE SHOULD ~ NOT BE REQUIRED TO PROVIDE NOTICE. THE MOTION FILED ON BEHALF OF ROBERT M UMMA II REQUESTING AN ORDER DIRECTING THAT THE ESTATE & TRUSTS INVOLVED PROVIDE NOTICE TO ALL BENEFICIARIES BEFORE DISPOS- ING OF ANY ASSETS IS DENIED. BY THE COURT - J WESLEY OLER JR JUDGE (, 4/20/05 117 REQUEST FOR ORDER THAT ESTATE WAS WAIVED ITS RIGHT TO CONTEST A DISCLAIMER FILED AND REVOKED OR ALTERNATIVELY REQUEST FOR f IMMEDIATE HEARING TO DETERMINE ~7HETHER THE EST~ITE HAS WAIVED ITS I RIGHT. {~ 4/22/05 118 MOTION TO COMPEL INSPECTION OF ALL BOOKS AND RECORDS 1 4/25/05 119 ORDER OF COURT - DATED 4-21-OS IN RE: PETITIONER'S REQUEST FOR JURY TRIAL ON OBJECTIONS TO INVENTORY & ACCOUNTING. PURSUANT TO PEF CODE 777(A) THE REQUEST IS DENIED. BY THE COURT - J WESLEY OLER JR JUDGE , 4/25/05 120 ORDER OF COURT - DATED 4-22-05 IN RE: PETITIONER'S REQUEST FOR ORDER THAT ESTATE HAS WAIVED ITS RIGHT TO CONSTEST A DISCLAIMER ` FILED & REVOKED OR ALTERNATIVELY REQUEST FOR IMMEDIATE HEARING TO DETERMINE WHETHER THE ESTATE H~.S WAIVED ITS RIGHT. THIS MATTER ,. h 1... I, ~~. ... ` 14005611292005 Cumberland County - Orphans Court Pag 9 "` ORC621 ll%29/2005 Case No 1986-00398 Y THIRD SET OF REQUESTS FOR PRODUCTION OF DOCUMENTS TO THE I.'. EXECUTRICES/TRUSTEES 4/01/05 111 ORDER - DATED 4-1-OS IN RE: MOTION FOR EXTENSION OF TIME TO FILE REPORT. THE APPOINTED AUDITOR IN THIS CASE TAYLOR P ANDREWS ESQ IS GIVEN AN EXTENSION OF 6 MONTHS FOR THE FILING OF HIS REPORT. BY THE COURT - J WESLEY OLER JR JUDGE 4/05/05 112 PETITION TO AMEND ORDER TO PERMIT AN INTERLOCUTORY APPEAL AND REQUEST FOR SUPEREDEAS 4/08/05 113 ORDER OF COURT DATED 4-7-OS IN RE: PETITION 1'O AMEND ORDER TO PERMIT AN INTERLOCUTORY APPEAL AND REQUEST FOR SUPERSEDEAS, THE PETITION IS DENIED SIGNED J WESLEY OLER JR-JUDGE '4/08/05 114 MEM~N~SEIOFFORA JURYKTRIAL PURSUANT TOM~OGPA CS R~OUEA~T OF ROBERT 4/11/05 115 ORDER OF COURT - DATED 4-4-05 IN RE: MOTIOI~j TO COMPE77L DISCOVERY IT IS ORDERED & DIRECTED THAT THE EXECUTRIXES/TRUSTEES WITHIN 20 DAYS OF TODAYS DATE FILE RESPONSES TO THE OBJECTORS FIRST S T OF ! REQUEST FOR PRODUCTION OF DOCUMENTS TO THE EXECUTRIXES TRUSTEES & I ROBERT MUMMA II TH RD SET OF REQUESTS FOR PRODUCTION O~ DOCUMENTS TO THE EXECUTRIXESjTRUSTES & THAT THE AUDITOR WITHIN 45 DAYS OF TODAYS DATE HOLD A PRE HEARING CONFRERNCE AMONG THE INTERESTED , ;,~ ,:., ;~ "'~~ ~:. Cumberland County - Orphans Court P11~29/2005 14005611ORC621 Case No 1986-00398 ESQREgYRTHE COURTE-FJRVIESLEYTOLER JUDGEE AUDITOR TAYLOR P ANDREW 4/27/05 121 MOTION FOR RECUSAL OF JUDGE DUE TO APPEARANCE OF IMPROPRIETY 4/29/05 122 pO,LDEBOOKSCANDTRECORDS4/ REV~SRESSRFORETHEDPURPOSESFOFSANRECOMMENDED THE AUDITOR TAYLOR P AND ORDER. BY THE COURT J WESLEY OL R JR JUDGE 5/02/05 123 RECUSALFOFOJUDGE DUEEESAT ES pWCCAUSEIWHYOTHEERELIEFRREQUE6TEDREBY ISSUED UPON ALL PARTI F' gYOTHE COURTE-G~ESDEYROLERRJRUJ~UDGEE WITHIN 10 DAYS O SERVICE. 1_, 5/04/05 124 D~SCOVERY PURSUANTNTO ~OURT 5/09/05 125 PURSUANTETO&COURT N FOR IOTION FOR SANCTIONS FOR ITOR TAYLbRTPIANDREWSR ' THE COURT - J WESLEY 5/13/05 126 MEM~MpEIOFFORRRECUSALKBASED ONDAPPEARANCEROFNIMPROPRIETY F BOBER'1' 5/17/05 127 AUDITORS REQUEST FOR DISCOVERY ORDER 5/19/05 128 ROBERT MFMUMMAAIIDATED 5-19-05 FROM ORDER OF 04-25-05 FILED BY CERTIFICATE O~ERVICE 5/20/05 129 NOTICE OF APPEAL MAILED VIA UPS ON 5/20/05 5/20/05 130 5/24/05 131 RETURN RECEIPT RECEIVED FROM SUPERIOR COURT ,.. , ,. ,, i ,; ,:. . _, t j i i . . +: ,~ ` +y ~, ~ FOR SAICTIONS FOR REFUSAL TO PROVIDE ORDER v. ,, ' ~ , 140056110RC621 Case No 1986-00398 Cumberland County - Orphans Court 5/25/05 132 DOCKET SHEET RECEIVED FROM SUPERIOR COURT ORIGINAL RECORDNDUEE7/5%05MDA 2005 5/31/05 133 S FORE THE 6/01/05 134 OFDAPPEALCOURAPPELL~ANT3ISTDZRECTEDUTONFI~ESOFERECORD ~N COURTOTOCE SERVE UPON THE UNDERSIGNED JUDGE A CONCISE STATEMENT OF MATTERS ORDER BYETHEFCOURTPJEWESLEY OLER JRAJ 14 DAYS AFTER ENTRY OF THIS 6/10/05 135 CONCISE STATEMENT OF MATTERS COMPLAINED OF ON APPEAL. 6/13/05 136 REQUEST FOR SUPERSEDEAS PENDING RESOLUTION OF APPEALS 6/13/05 137 REQUES~S'FORIPRODUCTIONQOFSDOCUMENTS TORTHEFEXECUTR~XES/TRUSTEES 7/01/05 138 FORERECUSA~UOF JUDGEEDUE TO APPEARANCERO~UIMPROPRIETDER ANHEARING COURTHEDULWESLEY OLER JR JUDGE~~ IN COURTROOM NO. 1. BY THE 7/14/05 139 TRANSCRIPT - COURTROOM N0. 1. J WESLEY OLER JR JUDGE 7/15/05 140 JRIJUDGEPURSUANT TO PA R.A.P. 1925 - BY THE COURT - J WESLEY OLER 9/06/05 141 OONSIDEgp,T~ONTOFNPET~TforTrERSS2MOTIOrArYFOR RECUSA{, OFOJ{TDGEODUE TO APPEARANCE OF IMPROPRIETY AND FOLLOWING A HEARINGJ., THE MOTION IS DENIED WITHOUT PREJUDICE ~'O PETITIONER'S RIGHT TO bUBMIT A NEW THEISAMEN BYETHEECOURT~,TJTHWESLE~ROLER,IJRDEJELOPS WOULD WARRANT 9/07/05 142 DISCOVERY REEBQUESTSAINCTFiE~FORM OD INTERROGATOARIESOANDJREQUESTS FOR PRODUCTION OF DOCUMENTS TU THE EXECUTRIXES/TRUSTEES 9/15/05 143 NOTICE OF APPEAL (REQUEST FOR TRANSCRIPT AND CERTIFICATE OF SERVICE) 9/16/05 144 TRANSCRIPT OF PROCEEDINGS-COURTROOM # 1 J WESLEY OLER JR-JUDGE Pll%29/2005 i . 1` 1 ' f: C ~'~C..~ ~~, 140056110RC621 Case No 1986-00398 9/21/05 745 P11~29/2005 'OTH DAY OF SEPTEMBER, 2005, UPON APPEAL FILED IN THE ABOVE-CAPTIONED NDUTOUSERVEOUPONRTHEPUNDERSIGN~DTO ~OFETHISOORDERNEDBYFTHE COURTL J~ 9/28/05 146 AUDITORS MOTION FOR EXTENSION OF TIME TO FILE REPORT 10/04/05 147 CONSICE STATEMENT OF MATTERS COMPLAINED OF ON APPEAL 10/06/05 148 AUDITOR'S INTERIM REPORT .10/24/05 149 MOTION FOR RECONSIDERATION 10/26/05 150 ARRULE ISCHEREBDAISSUED UPONSALL PAI2TIESITO SHOWRCAUSEIWHYATHEN DAYSEOFRS~RVICEDBYH~HEDCOURTBJ W~EYDOLEREJREJUDGEBLE WITHIN 10 10/31/05 151 MUMMA DI SUPAEN ORDER DENYDNGEA MOTION2FOR RECUSALP'ISEINTERLO~UTORYM ISDQUASHEDPASLINTERLOCUTORYNGPE{2 CURIAMPEAL AT NO. 1546 MDA 2005 11/04/05 152 JR JUDGEPINION PURSUANT TO PA RAP 1925 BY THE COURT J WESLEY OLER 11/07/05 153 DISCOVERYTSERVEDPBYSROBERTBMRMUMMAMII~ MUMMA AND LISA M MORGAN TO 11/OS/OS 154 M MUMMAOIIBFORARECONSIDER~ATION OFLTHE COURTS DISCOVERY ORDERROBERT 11/15/05 155 REDONS~DERATIONURUPONTCONSIDERATIONNOFEROBERT MUMMA II'S MOTION FOR RECONSIDERATION, AND BARBARA MCK MUMMA AND LISA MORGAN S ~ JNWESLEYOOLERERJRM~~ II, THE MOTION IS DENIED. BY THE COURT, 11/18/05 156 ~_:, 4 i ~ `` ` ~~ ~1.. ; ~I 1 ~~ , I •; °, ONSIDERATION~OFOTHENMO~IONEFORSIDERATION OF ANSWER OF BARBARA MCK MUMMA AND LISA G THAT THE COURT DEFERRED THE MATTER TO ~DAiD-17E050ISTVACATEDNTANDDTHE ORDER ORTED ALL REMAIN IN FULL FORCE AND EFFECT. BY .R, JR J . i'" i y 'a.,, Cumberland County - Orphans Court i ~ 4c~• Y _ - f 1 .1. ~ J :: ~ a t s..~.. ~ :: - {S' F S4 ~ ~fi r l ~ .'' ~ - p p 1~ ~ 7~1;- Ott ~ 7 a• ~ f ~T 3 V, YF~ , . r ,~_~ A L ~hFA 1 t ', It 4 p ~ N ~~~ ; ~ ~ ~ ~ 1 ~k y' ' ~ ~ 2 ~ d ~) i~ A~ ~n~ ~~ J ~ a~ eY`i. `r h F,, r ~ t Yeti s e ~ i; i ~r ~ ' 'c , < :~. e~''wr` ~x ~ Cumberland County.- Orphans Court 14005611292005 ~{29/2005 P1 . i N~ . ORC621 I '` ~ ~ ` ,~ .. f .i Case No 1986-00398 C °$ ~ . r .1. ~ A, r~ ' f 1 ,~ . r 1;: :~, ~ J 1. ' ~ 1 YYpp Y ~ ~ ~ 1 1 3 1 Y1.<~ . , . ~ .. ~ 1 y 1 h i w~ 1 ~x ~ t Ir ~ ~ t y s ~ ~ 1 ~, - ~~, f `r r r 1 I. 1 i , ~~, efa _. '~ryt 1L~~r ~ 1 kx ~ e ?~y d?_ q i` t ' hO iA t F „ ~~~~{ G~ . ~ 112 h ~~ 4 s a~ s ~~ ~ (( r,• ; Nr i ~' ~J 1 s '` ~s 4r=: i f ~' ~ ~ r ~ A ~ i ! it ~ ~ ~ 4 1 .1 A~{ ` s_,rtl ,r 1 ~ . ~ s ~~}'~f i ' f ~ . t tN~,-~, y ? i r . ti7 c;;!' T~ * ;, - q ~ 1 1 ~' ~ - t 1`, t l ~(t s~ •_~ ~ h:. ~ ~ A j ,~ f ~ t ~ ~ ~ . ]. ' ; t~ ~i <~ ~~( 2-. ' 1 M ( } ~ ~ .Y~ X ~ ~ . S y kiY7 `, t 1 i::.K .. A.. ., 1 ~° ~? ~ x r : ' r+ A r r. ~ ~ ~ i r f ~,~~ i tr+~ `~ ~ Ss ~ I- ~ f ~'~ ( 1 \'' ~~ 1 , . f 1 ' 1\ ~`~ ~ „.~ . ~ - r ~~ . ..